tools   Project Management Tools and Techniques

 

Process

:

Develop Project Charter

Process group

:

Initiation

Description

Contract (when applicable)

Project statement of work

Enterprise environmental factors

Organizational process assets

Project selection methods

Project management methodology

Project management information system

Expert judgment

Project Charter 

 

Process

:

Develop Preliminary Project Scope Statement

Process group

:

Initiation

Description

Project Charter

Project statement of work

Enterprise environmental factors

Organizational process assets

Project management methodology

Project management information system

Expert judgment

Preliminary project scope statement

 

Process

:

Develop Project Management Plan

Process group

:

Planning

Description

Preliminary project scope statement

Project management processes

Enterprise environmental factors

Organizational process assets

Project management methodology

Project management information system

Expert judgment

Project management plan

 

Process

:

Direct and Manage Project Execution

Process group

:

Execution

Description

Project management plan

Approved corrective actions

Approved preventive actions

Approved change requests

Approved defect repair

Validated defect repair

Administrative closure procedure

Project management methodology 

Project management information system

Deliverables

Requested changes

Implemented  change requests

Implemented corrective actions

Implemented preventive actions

Implemented defect repair

Work performance information

 

Process

:

Monitor and Control Project Work

Process group

:

Monitor and Control

Description

Project management plan

Work performance information

Rejected change requests

Project management methodology 

Project management information system

Earned Value technique

Expert judgment 

Recommended corrective actions

Recommended preventive actions

Forecasts

Recommended defect repair

Requested changes

 

Process

:

Integrated Change Control

Process group

:

Monitor and Control

Description

Project management plan

Requested changes

Work performance information

Recommended preventive actions

Recommended corrective actions

Recommended defect repair

Deliverables

Project management methodology 

Project management information system

Expert judgment 

Approved change requests

Rejected change requests

Project management plan (updates)

Project scope statement (updates)

Approved corrective actions

Approved preventive actions

Approved defect repair

Validated defect repair 

Deliverables

 

Process

:

Close project

Process group

:

Closure

Description

Project management plan

Contract documentation

Enterprise environmental factors

Organizational process assets

Work performance information

Deliverables

Project management methodology

Project management information system

Expert judgment

Administrative closure procedure

Contract closure procedure

Final product, service, or results

Organizational process assets (updates)

 

Process

:

Scope Planning

Process group

:

Planning

Description

Enterprise environmental factors

Organizational process assets 

Project Charter 

Preliminary project scope statement

Project management plan 

Expert judgment

Templates, forms, standards

Project scope management plan

 

Process

:

Scope Definition

Process group

:

Planning

Description

Organizational process assets

Project Charter

Preliminary project scope statement

Project scope management plan

Approved change requests

Products Analysis

Alternatives identification

Expert judgment

Stakeholder Analysis

Project scope statement

Requested changes

Project scope management plan (updates)

 

Process

:

Create WBS

Process group

:

Planning

Description

Organizational process assets

Project scope statement

Project scope management plan

Approved change requests

Work breakdown structure templates

Decomposition

Project scope statement (updates)

Work breakdown structure

WBS Dictionary

Scope baseline 

Project scope management plan (updates)

Requested changes

 

Process

:

Scope Verification

Process group

:

Monitor and Control

Description

Project scope statement

WBS Dictionary

Project scope management plan

Deliverables

Inspection

Deliverables aceitos

Requested changes

Recommended corrective actions

 

Process

:

Scope Control

Process group

:

Monitor and Control

Description

Project scope statement

Work breakdown structure

WBS Dictionary

Project scope management plan

Performance reports

Approved change requests

Work performance information

Change control system

Variance analysis

Replanning

Configuration management system

Project scope statement (updates)

Work breakdown structure (updates)

WBS Dictionary (updates)

Scope baseline (updates)

Requested changes

Recommended corrective actions

Organizational process assets (updates)

Project management plan (updates)

 

Process

:

Activity Definition

Process group

:

Planning

Description

Enterprise environmental factors

Organizational process assets

Project scope statement 

Work breakdown structure

WBS Dictionary

Project management plan

Decomposition 

Templates

Rolling wave planning

Expert judgment 

Planning component

Activity list 

Activity attributes

Milestone list

Requested changes

 

Process

:

Activity Sequencing

Process group

:

Planning

Description

Project scope statement

Activity list 

Activity attributes

Milestone list

Approved change requests

Precedence diagramming method (PDM)

Arrow diagramming method (ADM)

Schedule network templates

Dependency determination

Applying leads and flags

Project schedule networks diagrams

Activity list (updates)

Activity attributes (updates)

Requested changes 

 

Process

:

Activity Resource Estimating

Process group

:

Planning

Description

Enterprise environmental factors

Organizational process assets 

Activity list

Activity attributes

Resource availability

Project management plan

Expert judgment

Alternatives analysis

Published estimating data

Project management software

Bottom-up estimating

Activity resource requirements

Activity attributes (updates)

Resource breakdown structure

Resource calendars (updates)

Requested changes 

 

Process

:

Activity Duration Estimating

Process group

:

Planning

Description

Requested changes 

Organizational process assets

Project scope statement 

Activity list 

Activity attributes

Activity resource requirements

Resource calendars

Project management plan 

Expert judgment 

Analogous estimating

Parametric estimating

Three-points estimates

Reserve analysis

Activity duration estimates

Activity attributes (updates)

Organizational process assets

 

Process

:

Schedule Development

Process group

:

Planning

Description

Project scope statement

Activity list

Activity attributes

Project schedule networks diagrams

Activity resource requirements

Resource calendars

Activity duration estimates

Project management plan

Schedule network analysis

Critical path method

Schedule compression

What-if scenario analysis

Resource Leveling

Critical chain method

Project management software

Applying calendars

Adjusting leads and lags

Schedule model

Project schedule

Schedule model data

Schedule baseline

Resource requirements (updates)

Activity attributes (updates)

Project calendar (updates)

Requested changes

Project management plan (updates) 

 

Process

:

Schedule Control

Process group

:

Monitor and Control

Description

Schedule management plan

Schedule baseline

Performance reports 

Approved change requests 

Progress reporting

Schedule control change system

Performance measurement

Project management software

Variance analysis 

Schedule comparison bar charts

Schedule model data (update)

Schedule baseline (updates)

Performance measurements

Requested changes

Recommended corrective actions 

Organizational process assets (updates)

Activity list (updates)

Activity attributes (updates)

Project management plan (updates) 

 

Process

:

Cost Estimating

Process group

:

Planning

Description

Enterprise environmental factors

Organizational process assets

Project scope statement 

Work breakdown structure 

WBS Dictionary

Project management plan

Analogous estimating

Determine resource cost rates

Bottom-up estimating 

Parametric estimating

Project management software

Vendor bid analysis

Reserve analysis

Cost of quality

Activity cost estimates

Activity cost estimate supporting detail

Requested changes

Cost management plan (updates)

 

Process

:

Cost Budgeting

Process group

:

Planning

Description

Project scope statement

Work breakdown structure 

WBS Dictionary

Activity cost estimates

Activity cost estimate supporting detail

Project schedule 

Resources Calendars

Contract

Cost management plan

Cost aggregation

Reserve analysis

Parametric estimating

Funding limit reconciliation

Cost baseline

Project funding requirements

Cost management plan (updates) 

Requested changes

 

Process

:

Cost Control

Process group

:

Monitor and Control

Description

Cost baseline

Project funding requirements

Performance reports 

Work performance information

Approved change requests

Project management plan

Cost change control system

Performance measurement analysis

Forecasting

Project performance reviews

Project management software

Variance management

Cost estimate (updates)

Cost baseline (updates)

Performance measurements

Forecasted completion

Requested changes

Recommended corrective actions

Organizational process assets (updates)

Project management plan (updates) 

 

Process

:

Quality Planning

Process group

:

Planning

Description

Enterprise environmental factors

Organizational process assets

Project scope statement 

Project management plan

Cost-benefit analysis

Benchmarking

Design of experiments

Cost of quality (COQ)

Additional quality planning tools

Quality management plan

Quality metrics

Quality checklists

Process improvement plan

Quality baseline

Project management plan (updates) 

 

Process

:

Perform Quality Assurance

Process group

:

Execution

Description

Quality management plan

Quality metrics

Process improvement plan

Work performance information

Approved change requests

Quality control measurements

Implemented  change requests

Implemented corrective actions

Implemented defect repair

Implemented preventive actions

Quality planning tools and techniques

Quality audits

Process analysis

Quality control tools and techniques

Requested changes 

Recommended corrective actions 

Organizational process assets (updates)

Project management plan (updates) 

 

Process

:

Perform Quality Control

Process group

:

Monitor and Control

Description

Quality management plan

Quality metrics

Quality checklists

Organizational process assets

Work performance information

Approved change requests

Deliverables

Cause and effect diagram

Control charts

Flowcharting

Histogram

Pareto chart

Run Chart

Scatter diagram

Statistical sampling 

Inspection

Defect repair review

Defect repair review

Validated defect repair

Quality baseline (updates)

Recommended corrective actions

Recommended preventive actions

Requested changes 

Recommended defect repair

Organizational process assets (updates)

Validated deliverables

Project management plan (updates) 

 

Process

:

Human Resources Planning

Process group

:

Planning

Description

Enterprise environmental factors

Organizational process assets

Project management plan

Organization charts and position descriptions

Networking

Organizational Theory

Roles and responsibilities

Project organization charts

Staffing management plan

 

Process

:

Acquire Project Team

Process group

:

Execution

Description

Staffing management plan

Organizational process assets

Roles and responsibilities

Project organization charts

Staffing management plan

Pre-assignment

Negotiation

Acquisition

Virtual teams

Project staff assignments

Resource availability

Staffing management plan (updates)

 

Process

:

Develop Project Team

Process group

:

Execution

Description

Project staff assignments

Staffing management plan

Resource availability

General management skills

Training

Team-building activities

Ground rules

Co-location

Recognition and rewards

Team performance assessment

 

Process

:

Manage Project Team

Process group

:

Monitor and Control

Description

Organizational process assets

Project staff assignments

Roles and responsibilities

Project organization charts

Staffing management plan

Team performance assessment

Work performance information

Performance reports

Observation and conversation

Project performance appraisals

Conflict management

Issue log

Requested changes 

Recommended corrective actions 

Recommended preventive actions

Organizational process assets (updates)

Project management plan (updates)

 

Process

:

Communications Planning

Process group

:

Planning

Description

Enterprise environmental factors

Organizational process assets

Project scope statement

Project management plan

Communications requirements analysis

Communications technology

Communications management plan

 

Process

:

Information Distribution

Process group

:

Execution

Description

Communications management plan

Communications skills

Information gathering and retrieval system

Information distribution methods

Lessons learned process

Organization process assets (updates)

Requested changes

 

Process

:

Performance Reporting

Process group

:

Monitor and Control

Description

Work performance information

Performance measurements

Forecasted completion

Quality control measurements

Project management plan 

Approved change requests 

Deliverables 

Information presentation tools

Performance information gathering and compilation

Status review meetings

Time reporting systems

Cost reporting systems

Performance reports 

Forecasts

Requested changes 

Recommended corrective actions

Organization process assets (updates)

 

Process

:

Manage Stakeholders

Process group

:

Monitor and Control

Description

Communications management plan

Organizational process assets

Communications methods

Issue logs

Resolved issues

Approved change requests

Approved corrective actions

Organization process assets (updates)

Organization process assets (updates)

 

Process

:

Risk Management Planning

Process group

:

Planning

Description

Enterprise environmental factors 

Organizational process assets 

Project scope statement 

Project management plan 

Planning meetings and analysis

Risk management plan

 

Process

:

Risk Identification

Process group

:

Planning

Description

Enterprise environmental factors

Organizational process assets 

Project scope statement

Risk management plan

Project management plan

Documentation reviews

Information gathering techniques

Checklist analysis

Assumptions analysis

Diagramming techniques

Risk register

 

Process

:

Qualitative Risk Analysis

Process group

:

Planning

Description

Organizational process assets 

Project scope statement

Risk management plan

Risk register

Risk probability and impact assessment

Probability and impact matrix

Risk data quality assessment

Risk Categorization

Risk urgency assessment

Risk register (updates)

 

Process

:

Quantitative Risk Analysis

Process group

:

Planning

Description

Organizational process assets 

Project scope statement

Risk management plan

Risk register

Project management plan 

Data gathering and representation techniques

Quantitative risk analysis and modeling techniques

Risk register (updates)

 

Process

:

Risk Response Planning

Process group

:

Planning

Description

Risk management plan

Risk register

Strategies for negative risk or threats

Strategies for positive risk or opportunities

Strategy for both threats and opportunities

Contingent response strategy

Risk register (updates)

Project management plan (updates)

Risk-related contractual agreements

 

Process

:

Risk Monitoring and Control

Process group

:

Monitor and Control

Description

Risk management plan

Risk register

Approved change requests

Work performance information 

Performance reports

Risk reassessment

Risk audits

Variance and trend analysis

Technical performance measurement

Reserve analysis

Status meetings

Risk register (updates)

Requested changes

Recommended corrective actions

Recommended preventive actions

Organizational process assets (updates)

Project management plan (updates)

 

Process

:

Plan Purchase and Acquisitions

Process group

:

Planning

Description

Enterprise environmental factors 

Organizational process assets

Project scope statement 

Work breakdown structure

WBS Dictionary 

Project management plan 

Make-or-buy analysis

Expert judgment

Contract types

Procurement management plan

Contract statement of work

Make-or-buy decisions

Requested changes

 

Process

:

Plan Contracting

Process group

:

Planning

Description

Procurement management plan

Contract statement of work

Make-or-buy decisions

Project management plan

Standards forms

Expert judgment   

Procurement documents

Evaluation criteria

Contract statement of work (updates)

 

Process

:

Request Seller Responses

Process group

:

Execution

Description

Organizational process assets 

Procurement management plan

Procurement documents

Bidder conferences

Advertising

Develop qualified sellers list

Qualified sellers list

Procurement document package

Proposals

 

Process

:

Select Sellers

Process group

:

Execution

Description

Organizational process assets 

Procurement management plan

Evaluation criteria

Procurement document package

Proposals 

Qualified sellers list

Project management plan

Weighting System

Independent estimates

Screening System

Contract negotiation

Seller rating systems

Expert judgment 

Proposal evaluation techniques

Selected sellers

Contract

Contract management plan

Resource availability 

Procurement management plan (updates)

Requested changes

 

Process

:

Contract Administration

Process group

:

Monitor and Control

Description

Contract

Contract management plan

Selected sellers

Performance reports

Approved change requests 

Work performance information

Contract change control system

Buyer-conducted performance review

Inspections and audits

Performance reporting

Payment System

Claims administrations

Records management system

Information technology

Contract documentation

Requested changes 

Recommended corrective actions

Organizational process assets (updates)

Project management plan (updates)

 

Process

:

Contract Closure

Process group

:

Closure

Description

Procurement management plan

Contract management plan

Contract documentation 

Contract closure procedure 

Procurement audits

Records management system

Closed contracts

Organizational process assets (updates)