book

A guide to the PROJECT MANAGEMENT BODY OF KNOWLEDGE (PMBOK Guide)

by Project Management Institute

September 2017

Beginner to intermediate

756 pages

17h 6m

English

Project Management Institute

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1.1. Overview and Purpose of this Guide1.1.1. The Standard for Project Management1.1.2. Common Vocabulary1.1.3. Code of Ethics and Professional Conduct1.2. Foundational Elements1.2.1. Projects1.2.2. The Importance of Project Management1.2.3. Relationship of Project, Program, Portfolio, and Operations Management1.2.4. Components of the Guide1.2.5. Tailoring1.2.6. Project Management Business Documents
2.1. Overview2.2. Enterprise Environmental Factors2.2.1. EEFs Internal to the Organization2.2.2. EEFs External to the Organization2.3. Organizational Process Assets2.3.1. Processes, Policies, and Procedures2.3.2. Organizational Knowledge Repositories2.4. Organizational Systems2.4.1. Overview2.4.2. Organizational Governance Frameworks2.4.3. Management Elements2.4.4. Organizational Structure Types
3.1. Overview3.2. Definition of a Project Manager3.3. The Project Manager's Sphere of Influence3.3.1. Overview3.3.2. The Project3.3.3. The Organization3.3.4. The Industry3.3.5. Professional Discipline3.3.6. Across Disciplines3.4. Project Manager Competences3.4.1. Overview3.4.2. Technical Project Management Skills3.4.3. Strategic and Business Management Skills3.4.4. Leadership Skills3.4.5. Comparison of Leadership and Management3.5. Performing Integration3.5.1. Performing Integration at the Process Level3.5.2. Integration at the Cognitive Level3.5.3. Integration at the Context Level3.5.4. Integration and Complexity

4.1. Develop Project Charter4.1.1. Develop Project Charter: Inputs4.1.2. Develop Project Charter: Tools and Techniques4.1.3. Develop Project Charter: Outputs4.2. Develop Project Management Plan4.2.1. Develop Project Management Plan: Inputs4.2.2. Develop Project Management Plan: Tools and Techniques4.2.3. Develop Project Management Plan: Outputs4.3. Direct and Manage Project Work4.3.1. Direct and Manage Project Work: Inputs4.3.2. Direct and Manage Project Work: Tools and Techniques4.3.3. Direct and Manage Project Work: Outputs4.4. Manage Project Knowledge4.4.1. Manage Project Knowledge: Inputs4.4.2. Manage Project Knowledge: Tools and Techniques4.4.3. Manage Project Knowledge: Outputs4.5. Monitor and Control Project Work4.5.1. Monitor and Control Project Work: Inputs4.5.2. Monitor and Control Project Work: Tools and Techniques4.5.3. Monitor and Control Project Work: Outputs4.6. Perform Integrated Change Control4.6.1. Perform Integrated Change Control: Inputs4.6.2. Perform Integrated Change Control: Tools and Techniques4.6.3. Perform Integrated Change Control: Outputs4.7. Close Project or Phase4.7.1. Close Project or Phase: Inputs4.7.2. Close Project or Phase: Tools and Techniques4.7.3. Close Project or Phase: Outputs
5.1. Plan Scope Management5.1.1. Plan Scope Management: Inputs5.1.2. Plan Scope Management: Tools and Techniques5.1.3. Plan Scope Management: Outputs5.2. Collect Requirements5.2.1. Collect Requirements: Inputs5.2.2. Collect Requirements: Tools and Techniques5.2.3. Collect Requirements: Outputs5.3. Define Scope5.3.1. Define Scope: Inputs5.3.2. Define Scope: Tools and Techniques5.3.3. Define Scope: Outputs5.4. Create WBS5.4.1. Create WBS: Inputs5.4.2. Create WBS: Tools and Techniques5.4.3. Create WBS: Outputs5.5. Validate Scope5.5.1. Validate Scope: Inputs5.5.2. Validate Scope: Tools and Techniques5.5.3. Validate Scope: Outputs5.6. Control Scope5.6.1. Control Scope: Inputs5.6.2. Control Scope: Tools and Techniques5.6.3. Control Scope: Outputs
6.1. Plan Schedule Management6.1.1. Plan Schedule Management: Inputs6.1.2. Plan Schedule Management: Tools and Techniques6.1.3. Plan Schedule Management: Outputs6.2. Define Activities6.2.1. Define Activities: Inputs6.2.2. Define Activities: Tools and Techniques6.2.3. Define Activities: Outputs6.3. Sequence Activities6.3.1. Sequence Activities: Inputs6.3.2. Sequence Activities: Tools and Techniques6.3.3. Sequence Activities: Outputs6.4. Estimate Activity Durations6.4.1. Estimate Activity Durations: Inputs6.4.2. Estimate Activity Durations: Tools and Techniques6.4.3. Estimate Activity Durations: Outputs6.5. Develop Schedule6.5.1. Develop Schedule: Inputs6.5.2. Develop Schedule: Tools and Techniques6.5.3. Develop Schedule: Outputs6.6. Control Schedule6.6.1. Control Schedule: Inputs6.6.2. Control Schedule: Tools and Techniques6.6.3. Control Schedule: Outputs
7.1. Plan Cost Management7.1.1. Plan Cost Management: Inputs7.1.2. Plan Cost Management: Tools and Techniques7.1.3. Plan Cost Management: Outputs7.2. Estimate Costs7.2.1. Estimate Costs: Inputs7.2.2. Estimate Costs: Tools and Techniques7.2.3. Estimate Costs: Outputs7.3. Determine Budget7.3.1. Determine Budget: Inputs7.3.2. Determine Budget: Tools and Techniques7.3.3. Determine Budget: Outputs7.4. Control Costs7.4.1. Control Costs: Inputs7.4.2. Control Costs: Tools and Techniques7.4.3. Control Costs: Outputs
8.1. Plan Quality Management8.1.1. Plan Quality Management: Inputs8.1.2. Plan Quality Management: Tools and Techniques8.1.3. Plan Quality Management: Outputs8.2. Manage Quality8.2.1. Manage Quality: Inputs8.2.2. Manage Quality: Tools and Techniques8.2.3. Manage Quality: Outputs8.3. Control Quality8.3.1. Control Quality: Inputs8.3.2. Control Quality: Tools and Techniques8.3.3. Control Quality: Outputs
9.1. Plan Resource Management9.1.1. Plan Resource Management: Inputs9.1.2. Plan Resource Management: Tools and Techniques9.1.3. Plan Resource Management: Outputs9.2. Estimate Activity Resources9.2.1. Estimate Activity Resources: Inputs9.2.2. Estimate Activity Resources: Tools and Techniques9.2.3. Estimate Activity Resources: Outputs9.3. Acquire Resources9.3.1. Acquire Resources: Inputs9.3.2. Acquire Resources: Tools and Techniques9.3.3. Acquire Resources: Outputs9.4. Develop Team9.4.1. Develop Team: Inputs9.4.2. Develop Team: Tools and Techniques9.4.3. Develop Team: Outputs9.5. Manage Team9.5.1. Manage Team: Inputs9.5.2. Manage Team: Tools and Techniques9.5.3. Manage Team: Outputs9.6. Control Resources9.6.1. Control Resources: Inputs9.6.2. Control Resources: Tools and Techniques9.6.3. Control Resources: Outputs
10.1. Plan Communications Management10.1.1. Plan Communications Management: Inputs10.1.2. Plan Communications Management: Tools and Techniques10.1.3. Plan Communications Management: Outputs10.2. Manage Communications10.2.1. Manage Communications: Inputs10.2.2. Manage Communications: Tools and Techniques10.2.3. Manage Communications: Outputs10.3. Monitor Communications10.3.1. Monitor Communications: Inputs10.3.2. Monitor Communications: Tools and Techniques10.3.3. Monitor Communications: Outputs
11.1. Plan Risk Management11.1.1. Plan Risk Management: Inputs11.1.2. Plan Risk Management: Tools and Techniques11.1.3. Plan Risk Management: Outputs11.2. Identify Risks11.2.1. Identify Risks: Inputs11.2.2. Identify Risks: Tools and Techniques11.2.3. Identify Risks: Outputs11.3. Perform Qualitative Risk Analysis11.3.1. Perform Qualitative Risk Analysis: Inputs11.3.2. Perform Qualitative Risk Analysis: Tools and Techniques11.3.3. Perform Qualitative Risk Analysis: Outputs11.4. Perform Quantitative Risk Analysis11.4.1. Perform Quantitative Risk Analysis: Inputs11.4.2. Perform Quantitative Risk Analysis: Tools and Techniques11.4.3. Perform Quantitative Risk Analysis: Outputs11.5. Plan Risk Responses11.5.1. Plan Risk Responses: Inputs11.5.2. Plan Risk Responses: Tools and Techniques11.5.3. Plan Risk Responses: Outputs11.6. Implement Risk Responses11.6.1. Implement Risk Responses: Inputs11.6.2. Implement Risk Responses: Tools and Techniques11.6.3. Implement Risk Responses: Outputs11.7. Monitor Risks11.7.1. Monitor Risks: Inputs11.7.2. Monitor Risks: Tools and Techniques11.7.3. Monitor Risks: Outputs
12.1. Plan Procurement Management12.1.1. Plan Procurement Management: Inputs12.1.2. Plan Procurement Management: Tools and Techniques12.1.3. Plan Procurement Management: Outputs12.2. Conduct Procurements12.2.1. Conduct Procurements: Inputs12.2.2. Conduct Procurements: Tools and Techniques12.2.3. Conduct Procurements: Outputs12.3. Control Procurements12.3.1. Control Procurements: Inputs12.3.2. Control Procurements: Tools and Techniques12.3.3. Control Procurements: Outputs
13.1. Identify Stakeholders13.1.1. Identify Stakeholders: Inputs13.1.2. Identify Stakeholders: Tools and Techniques13.1.3. Identify Stakeholders: Outputs13.2. Plan Stakeholder Engagement13.2.1. Plan Stakeholder Engagement: Inputs13.2.2. Plan Stakeholder Engagement: Tools and Techniques13.2.3. Plan Stakeholder Engagement: Outputs13.3. Manage Stakeholder Engagement13.3.1. Manage Stakeholder Engagement: Inputs13.3.2. Manage Stakeholder Engagement: Tools and Techniques13.3.3. Manage Stakeholder Engagement: Outputs13.4. Monitor Stakeholder Engagement13.4.1. Monitor Stakeholder Engagement: Inputs13.4.2. Monitor Stakeholder Engagement: Tools and Techniques13.4.3. Monitor Stakeholder Engagement: Outputs
1.1. Projects and Project Management1.2. Relationships among Portfolios, Programs, and Projects1.3. Linking Organizational Governance and Project Governance1.4. Project Success and Benefits Management1.5. The Project Life Cycle1.6. Project Stakeholders1.7. Role of the Project Manager1.8. Project Management Knowledge Areas1.9. Project Management Process Groups1.10. Enterprise Environmental Factors and Organizational Process Assets1.11. Tailoring the Project Artifacts
2.1. Develop Project Charter2.2. Identify Stakeholders2.2.1. Project Management Plan Components2.2.2. Project Documents Examples2.2.3. Project Management Plan Updates2.2.4. Project Documents Updates
3.1. Develop Project Management Plan3.2. Plan Scope Management3.2.1. Project Management Plan Components3.3. Collect Requirements3.3.1. Project Management Plan Components3.3.2. Project Documents Examples3.4. Define Scope3.4.1. Project Management Plan Components3.4.2. Project Documents Examples3.4.3. Project Documents Updates3.5. Create WBS3.5.1. Project Management Plan Components3.5.2. Project Documents Examples3.5.3. Project Documents Updates3.6. Plan Schedule Management3.6.1. Project Management Plan Components3.7. Define Activities3.7.1. Project Management Plan Components3.7.2. Project Management Plan Updates3.8. Sequence Activities3.8.1. Project Management Plan Components3.8.2. Project Documents Examples3.8.3. Project Documents Updates3.9. Estimate Activity Durations3.9.1. Project Management Plan Components3.9.2. Project Documents Examples3.9.3. Project Documents Updates3.10. Develop Schedule3.10.1. Project Management Plan Components3.10.2. Project Documents Examples3.10.3. Project Management Plan Updates3.10.4. Project Documents Updates3.11. Plan Cost Management3.11.1. Project Management Plan Components3.12. Estimate Costs3.12.1. Project Management Plan Components3.12.2. Project Documents Examples3.12.3. Project Documents Updates3.13. Determine Budget3.13.1. Project Management Plan Components3.13.2. Project Documents Examples3.13.3. Project Documents Updates3.14. Plan Quality Management3.14.1. Project Management Plan Components3.14.2. Project Documents Examples3.14.3. Project Management Plan Updates3.14.4. Project Documents Updates3.15. Plan Resource Management3.15.1. Project Management Plan Components3.15.2. Project Documents3.15.3. Project Documents Updates3.16. Estimate Activity Resources3.16.1. Project Management Plan Components3.16.2. Project Documents Examples3.16.3. Project Documents Updates3.17. Plan Communications Management3.17.1. Project Management Plan Components3.17.2. Project Documents Examples3.17.3. Project Management Plan Updates3.17.4. Project Documents Updates3.18. Plan Risk Management3.18.1. Project Management Plan Components3.18.2. Project Documents Examples3.19. Identify Risks3.19.1. Project Management Plan Components3.19.2. Project Documents Examples3.19.3. Project Documents Updates3.20. Perform Qualitative Risk Analysis3.20.1. Project Management Plan Components3.20.2. Project Documents Examples3.20.3. Project Documents Updates3.21. Perform Quantitative Risk Analysis3.21.1. Project Management Plan Components3.21.2. Project Documents Examples3.21.3. Project Documents Updates3.22. Plan Risk Responses3.22.1. Project Management Plan Components3.22.2. Project Documents Examples3.22.3. Project Management Plan Updates3.22.4. Project Documents Updates3.23. Plan Procurement Management3.23.1. Project Management Plan Components3.23.2. Project Documents Examples3.23.3. Project Documents Updates3.24. Plan Stakeholder Engagement3.24.1. Project Management Plan Components3.24.2. Project Documents Examples
4.1. Direct and Manage Project Work4.1.1. Project Management Plan Components4.1.2. Project Documents Examples4.1.3. Project Management Plan Updates4.1.4. Project Documents Updates4.2. Manage Project Knowledge4.2.1. Project Management Plan Components4.2.2. Project Documents4.2.3. Project Management Plan Updates4.3. Manage Quality4.3.1. Project Management Plan Components4.3.2. Project Documents Examples4.3.3. Project Management Plan Updates4.3.4. Project Documents Updates4.4. Acquire Resources4.4.1. Project Management Plan Components4.4.2. Project Documents Examples4.4.3. Project Management Plan Updates4.4.4. Project Documents Updates4.5. Develop Team4.5.1. Project Management Plan Components4.5.2. Project Documents Examples4.5.3. Project Management Plan Updates4.5.4. Project Documents Updates4.6. Manage Team4.6.1. Project Management Plan Components4.6.2. Project Documents Examples4.6.3. Project Management Plan Updates4.6.4. Project Documents Updates4.7. Manage Communications4.7.1. Project Management Plan Components4.7.2. Project Documents Example4.7.3. Project Management Plan Updates4.7.4. Project Documents Updates4.8. Implement Risk Responses4.8.1. Project Management Plan Components4.8.2. Project Documents Examples4.8.3. Project Documents Updates4.9. Conduct Procurements4.9.1. Project Management Plan Components4.9.2. Project Documents Examples4.9.3. Project Management Plan Updates4.9.4. Project Documents Updates4.10. Manage Stakeholder Engagement4.10.1. Project Management Plan Components4.10.2. Project Documents Examples4.10.3. Project Management Plan Updates4.10.4. Project Documents Updates
5.1. Monitor and Control Project Work5.1.1. Project Management Plan Components5.1.2. Project Documents Examples5.1.3. Project Management Plan Updates5.1.4. Project Documents Updates5.2. Perform Integrated Change Control5.2.1. Project Management Plan Components5.2.2. Project Documents Examples5.2.3. Project Management Plan Updates5.2.4. Project Documents Updates5.3. Validate Scope5.3.1. Project Management Plan Components5.3.2. Project Documents Examples5.3.3. Project Documents Updates5.4. Control Scope5.4.1. Project Management Plan Components5.4.2. Project Documents Examples5.4.3. Project Management Plan Updates5.4.4. Project Documents Updates5.5. Control Schedule5.5.1. Project Management Plan Components5.5.2. Project Documents Examples5.5.3. Project Management Plan Updates5.5.4. Project Documents Updates5.6. Control Costs5.6.1. Project Management Plan Components5.6.2. Project Documents Examples5.6.3. Project Management Plan Updates5.6.4. Project Documents Updates5.7. Control Quality5.7.1. Project Management Plan Components5.7.2. Project Documents Examples5.7.3. Project Management Plan Updates5.7.4. Project Documents Updates5.8. Control Resources5.8.1. Project Management Plan Components5.8.2. Project Documents Examples5.8.3. Project Management Plan Updates5.8.4. Project Documents Updates5.9. Monitor Communications5.9.1. Project Management Plan Components5.9.2. Project Documents Examples5.9.3. Project Management Plan Updates5.9.4. Project Documents Updates5.10. Monitor Risks5.10.1. Project Management Plan Components5.10.2. Project Documents Examples5.10.3. Project Management Plan Updates5.10.4. Project Documents Updates5.11. Control Procurements5.11.1. Project Management Plan Components5.11.2. Project Documents Examples5.11.3. Project Management Plan Updates5.11.4. Project Documents Updates5.12. Monitor Stakeholder Engagement5.12.1. Project Management Plan Components5.12.2. Project Documents Examples5.12.3. Project Management Plan Updates5.12.4. Project Documents Updates
6.1. Close Project or Phase6.1.1. Project Management Plan Components6.1.2. Project Documents Examples6.1.3. Project Documents Updates

Content preview from A guide to the PROJECT MANAGEMENT BODY OF KNOWLEDGE (PMBOK Guide)

2 THE ENVIRONMENT IN WHICH PROJECTS OPERATE

2.1 OVERVIEW

Projects exist and operate in environments that may have an influence on them. These influences can have a favorable or unfavorable impact on the project. Two major categories of influences are enterprise environmental factors (EEFs) and organizational process assets (OPAs).

EEFs originate from the environment outside of the project and often outside of the enterprise. EEFs may have an impact at the organizational, portfolio, program, or project level. See Section 2.2 for additional information on EEFs.

OPAs are internal to the organization. These may arise from the organization itself, a portfolio, a program, another project, or a combination of these. Figure 2-1 shows the breakdown ...

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