PMBOK (PMI)

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The description of the knowledge of the project management profession by the Project Management Institute (PMI). Explanation of PMBOK. (1987, 1996, 2000, 2004, 2009, 2013).

Contributed by: Jean-Michel DE JAEGER

Contents

  1. Summary
  2. Forum
  3. Best Practices
  4. Expert Tips
  5. Resources
  6. Print

What is PMBOK? Description

The Project Management Body of Knowledge (PMBOK®) is an internationally recognized standard (IEEE, ANSI and ISO 21500) that deals with the application of knowledge, skills, tools, and techniques to meet project requirements. The PMBOK Guide defines a project life cycle with 5 process groups, 10 knowledge areas and 47 processes of the project management profession.

A project team operates in 10 knowledge areas through a number of basic processes as summarized below:

  1. Integration Management. Develop the Project Charter, Scope Statement and Plan. Direct, Manage, Monitor and Control Project Change.

  2. Scope Management. Planning, Definition, Work Break-down Structure (WBS) Creation, Verification and Control.

  3. Time Management. Planning, Definition, Sequencing, Resource and Duration Estimating, Schedule Development and Schedule Control.

  4. Cost Management. Planning and Resource Acquisition, Cost Estimating, Budgeting and Cost Control.

  5. Quality Management. Quality Planning, Quality Assurance and Quality Control.

  6. Human Resources Management. HR Planning, Hiring, Developing and Managing Project Team.

  7. Communications Management. Communications Planning, Information Distribution, Performance Reporting.

  8. Risks Management. Risk Planning and Identification, Risk Analysis (Qualitative and Quantitative), Risk Response (Action) Planning and Risk Monitoring and Control.

  9. Procurement Management. Acquisition and Contracting Plan, Sellers Responses and Selection, Contract Administration and Contract Closure.

  10. Stakeholders Management. Identification, Planning, Managing and Controlling Stakeholders Engagement.

For each process, activity, or practice, a description of input, tools and technique and output (deliverables) is made.
 

Origin of PMBOK. History

The Project Management Institute (PMI) was founded in 1969, initially to identify common management practices in projects across industries.

  • The first edition of the PMBOK was published in 1987. It was the result of workshops initiated in the early 80s by the PMI. In parallel a Code of Ethics was developed and guidelines for accreditation of training centers and certification of individuals.
  • Later, a second version of the PMBOK was published (1996 and 2000), based on comments received from the members. PMBOK was recognized as a standard by the American National Standards Institute (ANSI) in 1998, and later by the Institute of Electrical and Electronics Engineers (IEEE).
  • The third version of the PMBOK Guide was published in 2004, with major improvements in the structure of the document, additions to processes, terms and domains of program and portfolio.
  • The fourth version of the PMBOK Guide was published in 2008 with minor improvements such as a reduction of the number of processes from 44 to 42 and a  modification of process effectuation into the process matrix.
  • The fifth version of the PMBOK Guide was published in 2013 with significant improvements in its structure, adding a new knowledge area “Stakeholders Management” and a fourth process (“Plan”) to the following knowledge areas : Scope, Cost, Time, Stakeholders, as well as a reallocation of a few processes.

The launch of PMBOK version 5 matches with the publishing of the new ISO standard for Project Management 21500 with a similar structure. The PMI Institute was one of the main contributors to this international standard.

 

Usage of PMBOK. Applications

All kinds of project, programs and portfolio management. Application areas include:

  • Management programs (general)
  • Departmental projects (functional)
  • Engineering projects (technical)
  • Industry specific processes
  • Product development (marketing)
  • Government programs (public)
  • Development programs (international organizations)

Steps in PMBOK. Process

A Project is accomplished trough the integration of the project management processes. PMBOK uses a variation of the Deming Cycle (PDCA) for continuous improvement with a 5 -step lifecycle applicable on both the whole project and on each phase:

  1. Initiating. Main elements:PMI PMBOK Processes
    • Authorize the project
    • Commit the organization to a project or phase
    • Set the overall direction
    • Define top-level project objectives
    • Secure necessary approvals and resources
    • Validate alignment with overall business objectives
    • Identify stakeholders
    • Assign project manager
    • Develop project charter
  2. Planning. Main elements:
    • Define project scope
    • Refine project objectives
    • Define all required deliverables
    • Create framework for project schedule
    • Provide forum for information sharing for team members and stakeholders
    • Define all required activities
    • Sequence all activities
    • Identify required skills and resources
    • Estimate work effort
    • Risk analysis and avoidance
    • Define and estimate all required costs
    • Obtain project funding approval
    • Communication plan
  3. Executing. Main elements:
    • Coordinate the resources, team development
    • Quality assurance
    • Select and approach subcontractors
    • Distribute information
    • Work the plan
  4. Monitoring and Controlling. Main elements:
    • Manage team, stakeholders, subcontractors
    • Measuring progress and monitoring performance (overall, scope, schedule, costs, quality)
    • Take corrective actions if and where needed. Issue resolution and escalation
    • Change request management
    • Risk Management (technical, quality, performance, project management, organizational, external)
    • Performance reports. Communications
  5. Closing. Main elements:
    • Finalize activities
    • Administrative close out (gather, distribute, archive information to formalize project completion, acceptance/signoff, evaluation, member appraisals, lessons learned)
    • Contract close out (completion of the project contract including resolution of open items and final formal acceptance)

The Project Manager is responsible for the project objectives to deliver the final product that has been defined, within the constraints of project scope, time, cost and required quality.
 

Strengths of PMBOK. Benefits

  • PMBOK Guide is a framework and a de facto standard.
  • It is process-oriented.
  • It states the knowledge needed to manage the life cycle of any Project, Program and Portfolio through their processes.
  • It defines for each process the necessary input, tools, techniques and output (deliverables).
  • It defines a body of knowledge on which any industry can build it specific best practices for its application area.

Limitations of PMBOK. Disadvantages

  • Complex for small projects.
  • Has to be adapted to the application area industry, project size and scope, time and budget and quality constraints.

Assumptions of PMBOK. Conditions

  • Project management needs a standard that is applicable to any kind of project scope, industry and culture.

Book: PMI - PMBOK Guide (Fifth Edition 2013) -


PMBOK Forum
  The 3 Processes to Manage the Quality of Projects
Schwalbe seems to follow the definition of PMBOK when he describes the three processes that are involved in project quality management:
  1. QUALITY PLANNING: the first process refers to the identificat...
     
 
  Project Management Knowledge Standard(s)
Being completely new to project management and seeing all sorts of different qualifications advertised for what are various approaches based on different commercial areas of activity, I am wondering if there is a common spine to all of this, if there...
     
 
  Life Cycle Costing Analysis
What is life cycle costing analysis all about and what are the advantages and disadvantages of the Life Cycle Costing approach?
Given a situation like network upgrading and the project team chooses to use this approach, what will be the benefits...
     
 
  Why Project Risk Management?
How do risk management processes contribute to project success? I am studying project management and would like to find out how risk management processes contribute to project success. Thanks for your ideas....
     
 
  Is the 2013 Version of PMBOK V5 a Real Improvement?
Do you think the PMBOK V5 new version launched 01/2013 is a major improvement:
- adding "Stakeholders Management" as a new knowledge area, and
- adding a Plan process where it was missing....
     
 
  Why Projects are Risky?
There are some factors which are found in all or most projects, and which make them inherently risky. These risk factors of projects include:
1. Uniqueness
2. Complexity
3. Assumptions and constraints
4. Objectives
5. People ...
     
 
  Managing Organization Culture
Most managers have experiences with positive and negative effects of culture on the plans and strategies of the organization. How can we manage the culture so that company objectives are met. What methodology shall be used?
1. Enhance positive c...
     
 
  What are the Common Reasons Why IT Projects Fail?
In my view, the common reasons for failure of IT projects are:
1. Lack of risk management
2. Lack of proper scheduling
3. Lack of communication
4. Lack of integration while going live
5. Lack of cost control
6. Addressi...
     
 
  9 Knowledge Areas in PMBOK
With reference to the nine knowledge areas, how may a project manager carry out project analysis?...
     
 
  Task Reminder Tool / Task Reminder Software
Task reminders - I am looking for some tool wherein I can remind all task owners in advance, based on tasks that are over due, due and task expected to complete in future date. MS Project?...
     
 
  Presenting Lessons Learnt
I am looking for a good way of presenting "lessons learnt" to the customer during the project closure meeting.
Any advise from this forum?...
     
 
  Looking for Internet Collaboration Project Software
I'm looking for a collaboration software (preferably open / free) to manage the implementation of non-technical (non-IT) projects over the internet (saas soft)
We like Basecamp but is not free and don't allow to follow tasks & has no  
   
 
  The Meaning of 'Scope' in Project Management
Because the word 'scope' is a verb, a noun, a process and a description, when specifying its elements, it confuses students unnecessarily. So lets start to use clearer language:
  • To scope = to specify constraints (verb)
  • Th...
     
 
  PMBOK <> PMBOK Guide
The 'PMBOK' refers to all published knowledge, where as the 'PMBOK guide' refers to the document published by PMI that refers to a smaller subset of the PMBOK. This is a frequent point of confusion.
The statement that it is "com...
     
 
  PMO in Human Resources
How can I apply the PMO to a recruiting process in the human resources field?
Does anybody have an implemented model? Thanks a lot!...
     
 
  Project Management Software Needed?
Why is support software required in project management processes? What types of software are most useful? Why? ...
     
 
  What is Project Lifecycle?
What is exactly is meant with Project Lifecycle in the management of projects? Do you have a good definition? Can I have your reactions please......
     
 
  When Used for Software Development
This is an extension of Deming's work. Deming's is definitely a top-down management style. Do not make changes in implementation unless the change has been vetted through change control which includes management participation.
This is compatible...
     
 
  Shortfall in the PMBOK Framework
I believe there is a major shortfall in this framework - the lack of the concept of Governance, which might be an addendum to the 'control' lozenge. Most PMs success is measured on delivering projects to time cost and quality, delivery though...
     
 

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Best Practices - PMBOK Premium
  Who Initiates and Plans a Project?
It's very interesting to read about PMI processes, but I am wondering whether the initiating and the planning stages are carried out by top management (before choosing a project manager) or is it the role of a project manager to initiate and plan a p...
     
 

Expert Tips - PMBOK Premium
 

Project Portfolio Management

In a paper titled "Project Portfolio Management in Turbulent Times" by Elizabeth Daniel, John Ward and Arnoud Franken (published as part of the CIMA R...
Usage (application): Benefits
 
 
 

Risk Mitigation Framework

Risk mitigation techniques provide organizations with a formal and methodogical way to identify, analyse and minimize business or project risks. A ris...
Usage (application): Project Risk Minimization
 
 
 

Ownership of Project Risks

When designing a project, dealing with risk management issues is key to ensure a positive outcome.
The first step of an effective project risk ma...
Usage (application): Identify Line Managers as Risk Owners!
 
 

Resources - PMBOK Premium

Introduction Into Project Management Body of Knowledge: PMBOK

This presentation gives an introduction into PMBOK and includes the following sections:
1. Contents
2. Introduction
3. The Project Mana...
Usage (application): Project Management
 

Introduction to PMBOK

Introduction to PMBOK / Project Management by D. Dufner....
Usage (application): Project Management
 

First Introduction to Project Management. Essentials

This presentation provides a good first introduction to project management and how to more efficiently implement and execute projects in your organiza...
Usage (application): Project Management Primer, Project Management 101, Basics of Project Management
 

Introduction to Project Quality Management

Presentation about Project Quality Management. A large part of the presentation is about Six Sigma as a quality management tool. Other important and u...
Usage (application): Quality Management, Project Quality Planning, Project Quality Assurance, Project Quality Control
 

PMBOK4 Updates from V3

Lately Project Management Institute(PMI) has changed the "Project Management Body Of Knowledge" PMBOK version from 3rd edition to 4th edition. This d...
Usage (application): Differences V3 and V4
 

Project Management of Information Technology Projects

This presentation provides information about project management, thereby especially focusing on a context of information technology. The presentation ...
Usage (application): Project Management, Information Technology, Three Sphere Model
 

Project Communication Management

This presentation is about communication, specifically focusing on communciation during projects. The presentation includes the following sections: Usage (application): Project Communications Plan, Project Management, Project Communication Plan, Project Stakeholder Analysis
 

Introduction to Project Risk Management

Project Management is Risk Management. From maintaining the customer relationship to protecting the critical path. The classic definition of risk is t...
Usage (application): Understanding the Importance of Project Risk Management
 

9 Knowledge Areas

Picture showing the 9 areas of PMBOK....
Usage (application): Project Management
 

PMBOK Diagram

Download and edit this 12manage PowerPoint graphic for limited personal, educational and business use. Republishing in intranets, websites, books, ma...
Usage (application): Project Management
 
 

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Compare with PMBOK: OPM3  |  MSP  |  PMMM  |  IPMA Competence Baseline (ICB)  |  Team Management Profile  |  Stages of Team Development  |  Belbin Team Roles


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Special Interest Group Leader
Jean-Michel de Jaeger, EMBA, PMP
Management Consultant

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