revisions to a standard to print - boston spinboston-spin.org/slides/072-nov2007-talk.pdf ·...

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Revisions to Worldwide Standard

Presented to Boston-SPIN

By Marie Gunnerson

Marie Gunnerson for Boston-SPIN 2

Topics

The Project Management Institute (PMI)PMI StandardsVolunteer ServiceProject to revise A Guide to the Project Management Body of Knowledge (PMBOK® Guide) - Fourth EditionImpact to organizations and practitioners

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The Project Management Institute

PMI Founded in 1969Assembled professional PM practicesPublished PMBOK® Guide standardEstablished PMP credentialWorld-wide membership250,000 membersLocal chapters


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PMI Standards

Developed under ANSI standard

Developed under the auspices of the PMI standards group

Developed/written/revised by volunteers

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Standards Teams

Volunteer list

Expressed interest

Sought by PMI

Organized by PM

Team organized to meet goals

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Chapter Team Lead

Responsible for chapter content

SME in chapter topic

Work with volunteer content providers

Resolve issues with team members

Collaborate with other team leads


Requirements to Participate

Confidentiality Agreement

Conflict of Interest Agreement

Assign Copyright to PMI

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Copyright must be granted PMI

PMI owns standardAll contributions become property of PMIAuthors are granted right of use to the material they contribute

with PMI copyright acknowledged

Copyright needed for review comments


Building professionalism in project management. TM

PROJECT MANAGEMENT INSTITUTE

Assignment of Copyright of a Work(s) Created by the Project Management Institute, Inc. (hereinafter “PMI”) by and through its Member and Non-Member Volunteers.

I, ____________________________________, (hereinafter the “Contributor/Author”) acting as a PMI Volunteer providing recommendations to the PMI Program/Project identified as A Guide to the Project Management Body of Knowledge (PMBOK® Guide)- Fourth Edition am assisting in the creation and preparation for PMI of a Work or Works, tentatively entitled A Guide to the Project Management Body of Knowledge (PMBOK® Guide- Fourth Edition (hereinafter the “Work(s)”).

Within the meaning of the Copyright Act of 1976, 17 U.S.C. § 101, et. seq., the Work(s), as previously described, constitutes a Work for Hire as ordered or commissioned by PMI. Therefore, it is my intent that all materials submitted to PMI by me, both presently and in the future, in my capacity as a PMI Volunteer and under PMI’s direction and control, shall be the property of PMI, and PMI will own the copyright in such Work(s). To the extent that the Work(s) or any part thereof does not constitute a Work for Hire, I do hereby transfer and assign all worldwide copyright interest(s) in the Work(s) to PMI for the life of such copyright interests.

I warrant that I am the author of the Work(s), or a contributing author of the Work(s) and that, to the best of my knowledge, the Work(s) is/are original and not in the public domain; does/do not violate, or infringe upon, any existing copyright, common law literary right, privacy right, or any other proprietary right of PMI or any third party; does/do not libel any other person, organization, or entity; and does/do not contain material that is obscene or otherwise contrary to law. If the Work(s) contains copyrighted material owned by a third party, then I agree to obtain written permission from the copyright owner to use the copyrighted material in the Work(s) and shall promptly deliver such written permission to PMI.

I represent and warrant that I own all rights granted hereunder free of any liens or encumbrances, that I have full power and authority to enter into this Assignment, and do so voluntarily. If I am an employee of any government, including, but not limited, to the United States of America and the United Kingdom, and this Work(s) was created by me in that capacity, this Assignment shall only be effective to the extent it is allowable under any such government's applicable laws or regulations. I understand that, from the date of this Assignment forward, the copyright(s) to the Work(s) created by me or to be created by me, is/are owned, and will be owned, in perpetuity, solely by the Project Management Institute, Inc

The term "Work(s)" as used in this Assignment, includes, but is not limited to, the final document, publication, or other materials identified above; all drafts of the identified materials and any editorial modifications made by PMI; and any other materials and work products submitted for consideration for inclusion in the Work(s), where such relevant materials are created as a result of Contributor/Author’s work or activities as a PMI Member/or Non-Member Volunteer involved in a specific activity, program or project.

PMI grants the original Contributor/Author a non-exclusive license to use the Contributor/Author’s contribution to the full Work(s) at no cost, provided that PMI copyright is properly acknowledged and no PMI endorsement is implied. In consideration of this Assignment, PMI agrees to acknowledge that the Contributor/Author participated in the preparation and creation of the Work(s) and will give full and complete attribution in all versions of the Work(s). PMI reserves the right to decline to publish all or part of the Work(s), for any reason.

Dated: ______________ Contributor/Author – Signed Name: ________________________________

Contributor/Author - Printed Name: ________________________________

Please print, sign & send via postal mail, your original signed copyright to: PMI Standards Program Project Management Institute Attn: Amanda C. Freitick, Standards Volunteer Associate Four Campus Boulevard Newtown Square, PA 19073

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Standards Project is Formed

PM Project CharterTeam CharterProject Scope Core TeamProject TeamProject Plan


PMBOK® Guide - 4th Edition:High Level Requirements

The updated standard shall be harmonized withThe Standard for Program Management – 2nd EditionThe Standard for Portfolio Management – 2nd EditionOPM3® – 2nd EditionThe Unified Project Management Lexicon

Provide information on project management that is clear, complete, relevant, and generally recognized as good practice on most projects most of the time.

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Objectives and Goals

Be easy to read and understand.Document the evolution of the profession since the 3rd EditionProvide clarification where

Currently not reflective of how project managers manage a project, It is unnecessarily complex and confusing

Consolidate processes


Project Charter

Issued by PMI

Approved by:PMI Standards groupPMBOK® Guide Project Manager

Accepted by project team

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Project Charter Consists of

Purpose of charter

Project

Business Need

Product Description

Scope

Administration


Team Charter

Team Values

Guiding Principals

Conflict Management

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Team Values

TrustCollaborationOpennessRespectfulnessAdaptabilityProfessionalismSchedule-driven


Guiding Principals

Serious work, but have funGenerosity of SpiritRespect Volunteers TimeWalk the talkSuccinct and ClearAssume Positive IntentOpen CommunicationChalice Management

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Conflict Management

PM seeks team members’ feedback

Team will have opportunity to support issue, but not vote

Final determination by PM

Escalation to Standards Manager if needed


Scope: PMBOK® Guide - 4th Edition1. Project Objectives2. Product Scope Descriptions3. Project Team Requirements4. Project Boundaries5. Project Interim Deliverables6. Product Acceptance Criteria7. Project Assumptions8. Project Constraints9. Initial Project Organization10. Initial Project Risks and Opportunities11. Schedule Milestones12. Project Configuration Management Requirements

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Core Team

Guides development of standard

Chairs committees

Adjudicates comments


Project Team

Volunteers indicate area of interest

Strive for global participation

Diverse backgrounds

Seek SMEs

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Challenges

Interest may not equal expertise

People volunteer, people willing to work: harder to find

Some may bring self-interest

Ying: Diversity adds perspective

Yang: Path to parochialism


Chapter Development Process

Review previous standardDeferred commentsDetermine whether changes are neededDepending on nature of change request to Change Control Board (CCB) requiredDevelop draft content for reviewRelease for comment

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Summary Project Schedule


Current Status

PMBOK® Guide – Fourth Edition going to exposure draftDecember 12, 2007 at www.pmi.orgAll interested parties may review and commentDo not need to be member of PMIPart of ANSI requirements

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Peek beneath the covers


PMBOK® Guide — Fourth Edition

Consistent alignment among related PMI standards in addition to and including:“Any necessary work to make the standard

more accurate, up to date, relevant, clear, concise and easy to understand and implement.

This may include the re-organization of content, additional content, refinement of content, or deletion of content.”

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Consistency

All process names are now Verb-Noun format

Each process has a data flow diagram

The inputs and outputs are standardized for consistency



ClarificationAdded Stakeholder Identification process in Project Communication Management. This is an Initiating ProcessAdded Collect Requirements process in the Project Scope Management. This is a Planning ProcessCombine 6 procurement processes into 4Deleted Develop Preliminary Scope StatementDeleted Plan Scope

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Core Project Team still active

CCB

Glossary

Documentation and lessons learned

Most volunteers released pending Exposure Draft


New standard

New material for examNew, updated PMP, CAPM examsImpact on other standardsCompanies base their processes on PMITime to adjust to new standardOpportunities for consultants

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New Standard (Continued)

Organizations that are obligated to meet PMI’s standard must adoptImpact to life cycles based on PMI Standard


Lessons Learned

Team dynamics plays roleNot all changes possible Some things must be deferredCopyright – your work isn’t your ownTime – global team work hoursValuable and worthwhile work!

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Drawing Sponsor

PMI Mass Bay Chapter

Boston Area Chapter of PMI

Drawing for PMI Practice Standard for Scheduling

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Speaker Information:

Marie Gunnerson

[email protected]

PB75 Arlington StreetBoston, MA 02116617-426-7330

revisions to a standard to print - boston spinboston-spin.org/slides/072-nov2007-talk.pdf ·...

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