pmp toolkit

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Project Management Professional (PMP) Certification Project Management Planning Toolkit

Project Name: Project Manager: Facilitator: BARRY MULKHRAJ, PMP Date:

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Table of contents

BUSINESS NEED SPECIFICATION ....................................................................... 4

PROJECT MANAGEMENT KNOWLEDGE AREAS.............................................. 5

PROJECT CHARTER ................................................................................................. 6

STAKEHOLDER REGISTER..................................................................................... 8

REQUIREMENTS DOCUMENT/TEMPLATE ......................................................... 9

TRACEABILITY MATRIX........................................................................................ 10

WBS ............................................................................................................................. 14

ACTIVITY LIST ......................................................................................................... 16

CRASHING ................................................................................................................... 24

COST BASELINE ...................................................................................................... 25

VISION ........................................................................................................................ 27

QUALITY MANAGEMENT PLAN .......................................................................... 28

XY MATRIX ............................................................................................................................................................30

DESIGN OF EXPERIMENTS........................................................................................ 31

FISH BONE................................................................................................................... 32

PROCESS ANALYSIS.................................................................................................. 33

CRITICAL TO QUALITY (CTQ) TREE ......................................................................... 34

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ORGANIZATIONAL TYPES ................................................................................... 35

STAFFING MANAGEMENT PLAN ........................................................................ 36

RISK MANAGEMENT PLAN .................................................................................. 37

PROCUREMENT MANAGEMENT PLAN ............................................................. 38

EARNED VALUE ....................................................................................................... 40

EARNED VALUE CALCULATIONS............................................................................. 41

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Business Need Specification

Explicit Business Need

Stakeholders

5

Project Management Knowledge Areas

Know ledge Areas

Pro ject M anag em ent Process G rou ps

Initiat ion Planning Exe cution M onitor in g & Controlling Closure

Project Integration M anageme nt

D evelop C HARTER Develop P roject PlanDirect & M anage

Execution

Monitor & Control P roject W ork

P erform Integrated C hange C ontrol

C lose Project

Project S cope Mana geme nt Collec t REQUIREM ENTS

Define ScopeCre ate WBS

Scope VerificationScope Con trol

Project T ime Mana geme nt

Ac tiv ity Definit ionAc tivity Sequenc ingResou rce EstimatingDuration Est imating

Schedule De velopmen t

Schedule Control

Project Cos t Mana geme nt

Cos t Estimating

Determ ine B udgetCost Con trol

Project Quality Mana geme nt Quality P lan nin g

Per form Qua lity Assurance

Perform Quality Co ntrol

Project Hum an

Resource Mana geme nt

Hum an Resource Planning

A cquire TeamDevelop Tea

Mana ge Team

Project Com mun ications Mana geme nt Identify S take ho lde rs

Com mu nications Planning

Inform atio n Distribut io n

Man age

Stakeholders

P erforma nce Report ing

Project Risk Mana geme nt

Risk PlanningRisk Id entification

Qualitative Analys isQuantitat ive A nalysis

Re sponse Planning

Risk M onito rin g & Control

Project P rocurem ent Mana geme nt P lan Procureme nt

Cond uct

P rocu rementsAdm iniste r P rocurements C lo se Procurem ents

Know ledge Areas

Pro ject M anag em ent Process G rou ps

Initiat ion Planning Exe cution M onitor in g & Controlling Closure

Project Integration M anageme nt

D evelop C HARTER Develop P roject PlanDirect & M anage

Execution

Monitor & Control P roject W ork

P erform Integrated C hange C ontrol

C lose Project

Project S cope Mana geme nt Collec t REQUIREM ENTS

Define ScopeCre ate WBS

Scope VerificationScope Con trol

Project T ime Mana geme nt

Ac tiv ity Definit ionAc tivity Sequenc ingResou rce EstimatingDuration Est imating

Schedule De velopmen t

Schedule Control

Project Cos t Mana geme nt

Cos t Estimating

Determ ine B udgetCost Con trol

Project Quality Mana geme nt Quality P lan nin g

Per form Qua lity Assurance

Perform Quality Co ntrol

Project Hum an

Resource Mana geme nt

Hum an Resource Planning

A cquire TeamDevelop Tea

Mana ge Team

Project Com mun ications Mana geme nt Identify S take ho lde rs

Com mu nications Planning

Inform atio n Distribut io n

Man age

Stakeholders

P erforma nce Report ing

Project Risk Mana geme nt

Risk PlanningRisk Id entification

Qualitative Analys isQuantitat ive A nalysis

Re sponse Planning

Risk M onito rin g & Control

Project P rocurem ent Mana geme nt P lan Procureme nt

Cond uct

P rocu rementsAdm iniste r P rocurements C lo se Procurem ents

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Project Charter

Project Name

Project Code Project GL Code

Project Justification

Goals

Project Manager

Project Sponsor

Constraints

Stakeholders

Assumptions

___________________________ Sponsor Signature

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Stakeholder Register Artifacts

Name Primary

Role/

Designation

Interest/

Objective

Influence Communications

Strategy/Mode

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Requirements Document/Template

Levels Functional

1

Non-Functional

2

Constraints

3

Quality

Attributes

4

Business

1.0 ID

ID

ID

ID

User

2.0 ID

ID

ID

ID

System

3.0 ID

ID

ID

ID

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Traceability Matrix

Req

ID

Affiliated

Requirements (ID’s)

Business

Needs ID(s)

Forward

Traceability

ID(s)

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Scope Statement Project Code

Project Name

Product Description

Project Requirements (Required Capabilities of Deliverables)

A B C

Project Boundaries

Project Acceptance Criteria

Deliverables/Milestones

Identified Risks

Constraints

Assumptions

Funding Limit Cost Estimate Schedule Limitation

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14

WBS

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Activity List Work Package

Resources Activity Duration

People Machines Facilities Material

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A 5

G 4

E 10

C 4

B 1

D 8

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A 3

G 4

E 5

C 9

F 7

B 2

D 1

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A 3

F 4

E 5

C 3

D 7

B 9

FS +2

FS -1

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A 3

H 4

E 6

C 3

D 7

B 9

FS +2

FS -1 G 2

F 4

FS -1

FS +5

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A 3

F 4

E 3

C 9

D 7

B 2

SS

FF

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A 3

F 4

E 5

C 9

D 7

B 4

SS +2

FF +1

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B 9

A 5

SS +4

FF +1

C 1

F 2

G 6

D 7

E 5

I 7

J 5

K 9

FS -2

FF +5

H 8

SS +3

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Crashing

Activity Crash Crash Cost Cost per Day

B 7

C 6

D 3

F 4

E 4

A 5

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B 7

C 6

D 3

F 4

E 4

A 5

Cost Baseline

Activity Date Budget Cumulative

Spending

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Vision

Picture Of The Future

Roles

Values

A B

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Quality Management Plan

Project Code Project Name

Quality Assurance (Pre-emptive Measures To Ensure Quality)

Quality Control (Methods, Tools and Schedule of Inspections and Analysis)

VOC Metric Frequency Method/Tool Responsibility

Applicable Standards Applicable Regulations

Quality Improvement (Tactics for Isolation and Correction of Quality Problems)

Operational Definitions

Term Description

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XY MATRIX

X

Y Imp

1-3 Total

Total

• Strong (9)

∅ Medium (6)

ο Weak (3)

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Loww

High

5 4 3 2 1

Design Of Experiments

Y X

LOW HIGH

Level Description

5

4

3

2

1

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Fish Bone

Problem

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Process Analysis

Step

Step Step

Step Step

Step Step

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Critical To Quality (CTQ) Tree

VOC

Synonym

Synonym

Synonym

1

2

3

1

2

3

1

2

3

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Au

tho

rity

PPrroojjeecctt MMaannaaggeerr FFuunnccttiioonnaall MMaannaaggeerr

Functional Strong Balance Weak Projectized

Organizational Types

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Staffing Management Plan

Project Code Project Name

Staff Acquisition (How Staff Will Be Recruited)

Timetable (When Will Individuals, Departments and Project Team Will Be Needed)

Release Criteria

Training

Team Member(s) Training Provider

Recognition & Rewards

Compliance

Safety Measures

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Risk Management Plan

Project Code Project Name

Methodology (Tools, Approaches and Valid Data Sources Used To Perform Risk Analysis)

Roles and Responsibilities

Risk Categories Description

Probability & Impact Scales

Probability Impact

Extremely Likely .9 Will Cause Failure

Likely .7 Heavy

Might .5 Significant

Can Occur .3 Slight

Unlikely .1 Insignificant

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Procurement Management Plan

Project Code Project Name

Procurement Objective

Procurement Procedure (How Goods And Services Will Be Procured)

Roles And Responsibilities

Needs Assessment

Requirements Analysis

Specifications Analysis

Types Of Contracts Permitted

Management Strategy For Multiple Providers

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Earned Value

B7

C6

D3

F4

A5

BAC Activities

A B C D FTotal

PV

EV

AC

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Earned Value Calculations

Cost Variance

Cost Performance Index

CPI

Schedule Variance

Schedule Performance Index

SPI

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Estimate At Completion (EAC)

Estimate To Complete (ETC)