CAPM SureShot Capsule

(1)Develop Project Charter

(2)Identify SH

(3)Develop PMP

(4)Collect Requirements

ip Project SOW Business case Contract EEF OPA Project Charter Proc docs EEF OPA Project Charter OP from planning process EEF OPA Project Charter SH Register

tools EJ

op Project Charter

explanation why we should do it?

tags authorizes, establishes partnership documents rqmnts documents name of manager & gives authority analysis->id all sh power/interest power/influence influence/impact subsidiary plans component plans milestone list, res cal sch, scop, qlty, cost bl brainstorm nominal group tecq delphi idea/mind mapping affinity unanimity majority plurality dictatorship deliverable requirement requirement doc project scope statement work pkg code of accnts control aaccnt planning pckg wbs wrk pkg decompose plan near future acts placeholder use al, aa,ml det seq & logical reln select diagmn method det optional& mand depcy allow overlapping/delays develop PND PDM/AON id the available resources historical data expert opinion type & qty of resources fine tune assignments analogous parametric salience

SH analysis EJ

SH Register SH mgmt strategy

EJ

PMP

how we will do this?

all 9+process, rqmt config risk reg JAD Job shadowing participant observer project/pdt rqmt fnl/non-fnl rqmt

(5)Define scope

Project Charter Requirement documentation OPA Project scope statement Requirement documentation OPA scope baseline EEF OPA Activity list Activity attribute Milestone List 68 Project scope statement OPA

(6)Create WBS

interviews focus groups facilitated workshops group creativity techq group decision making techq questionnaire survy observations prototypes EJ Product analysis Alternatives identification facilitated workshops decomposition

Document stakeholder needs Requirement management plan requirement tracability matrix Requirement documentation

Project scope statement PDU

(7)Define Activities

(8)Sequence Activities

decomposition rolling wave planning templates EJ PDM Dependency determination apply lead and lag schedule network template

WBS WBS dictionary scope baseline PDU Activity list Activity attribute Milestone List Project schedule network diagram PDU

what work needs to be done desc of project & product progressive elaboration work authorizn system Divide work into smaller manageable units

project/product scope scope creep gold plating rolling wave planning

what needs to be done

detail info docmtn det imp events id any scope changes F-s,S-F, F-F, S-S CPM critical path mthdlgy leads:allows acclrn lags: allows delay ADM/AON only F-S dummy plugin develop heirarchical struct

in which order

(9)Estimate Act resources

(10) Est act duration

Activity list Activity attributes Resource calender EEF OPA Activity list Activity attributes Resource calender Project scope statement EEF OPA Activity resource requirements

EJ Alternative analysis Published estimating data Bottom up estimating Project management s/w EJ Analogous estimating parametric estimating three point estimates reserve analysis

Activity resource requirements resource breakdown structure PDU

who will do this

Activity Duration estimates Reserve Analysis

how long will it take

expected activity duration Program evaluation review technique PERT

historical, top down less accurate statistical, accurate regression(scatter), learning curve (O+ML+P)/3 when uncertain, used CPM EAD=(P+4ML+O)/6 SD=(P-O)/6 V=SD2

(11)Develop Schedule

Activity list Activity attributes Project scope statement Resource calender Activity Duration estimates

Schedule Network analysis Critical path method Critical chain Method Resource Leveling What if scenario analysis

Project Schedule Schedule Baseline Schedule data PDU

ED_PRJ=EAD_CP1+ SD_PRJ=sq rt (V_CP1+) V_PRJ=V_CP1+ Range: when will this be done? CPM, CP, CA, ES, EF take act list, mileston, constr, resources, est use CPM to id available floats LS, LF chk options to strengthen schedule assess feasibility of schedule fwd pass, bkwd pass

Project variance ED_PRJ+SD_PRJ float/slack slack crashing fast tracking PSND

Aishwarya Sarath

CAPM SureShot Capsule

(12) Estimate cost

Project schedule network diagram Activity resource requirements EEF OPA scope baseline Project Schedule Human Resource Plan Risk register EEF OPA

applying leads & lags Schedule compression Scheduling tool EJ Analogous estimating parametric estimating Bottom up estimating three point estimates cost of quality Prjt mgmt estimating s/w Vendor bid analysis reserve analysis Cost aggregation reserve analysis EJ Historical Relationships FundinG limit reconciliation Activity Cost Estimates

resource wrk load to acceptable lmts use PM s/w to develop schedule det pjt target dates& baseline the schedule how much for each activity Direct cost indirect cost fixed costs variable costs life cycle cost opportunity cost Cost performance baseline Project Funcing requirement PDU what is the budgeted target value analysis learning curve sunk cost diminishing returns cost risk rough order of magnitude budget estimate definitive estimate contigency reserve buffer/reserve, extend not known manager can know management reserve manager got to request

Gantt/bar milestone chart Pjt cal, hammock gert, gantt

its -50-+50 initiation TD its -10to +25 TD Planning its -5 to 10 BU planning known unknown

(13)Determine Budget

(14)Plan Quality

Activity Cost Estimates basis if estimates scope baseline project schedule Resource calender Contract OPA scope baseline SH Register Risk register Schedule Baseline Cost performance baseline EEF OPA

unknown unknown

(15)Develop HRP

Activity resource requirements EEF OPA

Cost Benefit analysus Cost Of Quality Control charts Benchmarking Design of experiments Statistical sampling Flowcharting Proprietory QM methodologies Additional Qplanning tools Brainstorming affinity diags etc Org charts& posn description Networkin organizational theory

Quality Management Plan Quality Metrics Quality CheckLists Process Improvement Plan PDU

cost perf S Curve COQ Cost of Conformance to avoid failure Cost of non conformance coz of failure metrics desc how you will meas failure cost->cost of poor quality a part attr of a deliverable during testing Philip B Crosby Zero defect, cost of NC Joseph M Juran Fitness for use, grades of Qlty W Edwards Deming tot qlty mgmt, rule of 85, 6 Walter Shewhart TQM, PDCA cycle heirarchical chart Matrix based chart OBS, RBS Resp Assigmt Mx RAM RACI resp accntbl consult inform Text oriented formats Role, resp, authority forms Pjt org charts staff mgmt plan-acquisition (role, resp, auth, competency) Res cal, release plan R&R,training needs sender, rxr, medium, noise, fb, interactive push pull encode, decode n(n-1)/2 nonverbal, paralingual, formal effective-right format, time,aud informal efficient-provide only info that is needed at the time RMP includes methodology reporting formats R7R, budget, timing tracking risk categ(risk RBS) defn of risk probability & imp mx prob & impact mx revised SH tolerances info gathering brainstorm delphi interview root cause identificaiton Diagramming Cause-effect/ishikawa/fish Process flowcharts Influence diagramming

prevention c, appraisal c internal failure c, ext f c Just in time marginal analysis standard regulation Quality grade resource histogram halo effect fringe benefits prerequisites compliance safety

HRP

(16)Plan Communication

SH Register SH mgmt strategy EEF OPA

Commcn Rqmt Analysis Commcn tech Commcn models Commcn methods Planning meeting & Analysis

Commcn Mgmt Plan PDU

verbal, written verbal, written threats opportunities pure risk-loss buss risk-gain/loss workarounds

(17)Plan Risk Mgmt

Project scope statement Cost Mgmt Plan Schedule Mgmt plan Commcn Mgmt Plan EEF OPA (18)Identify Risks Risk Mgmt Plan Activity Cost Estimates Activity Duration estimates scope baseline SH Register Cost Mgmt Plan Schedule Mgmt plan Quality Mgmt plan Project Docs EEF OPA (19)Perform Qltve Risk Alys Risk Register Risk Mgmt Plan Project scope statement OPA

Risk Mgmt plan

Docmntn reviews Info gathering techniques Checklist analysis Assumption analysis Diagramming techq SWOT analysis EJ

Risk Register

(20)"Qntve"

Risk Register Risk Mgmt Plan

Risk probability&impact assessment Risk register updates Prob &impact mx Risk data quality assessment risk categorization risk urgency assessment EJ Data gathering & reprsntn techq Risk reg updates Quantitative risk analysis & modlng tecq

id,risk, event,cause,impact,owner,responsible, plan watch list triggers-signals ordinal scale high risk red med yellow low green cardinal numeric values assigned Data gathering interview decision tree probability disbn-Continuous, discrete, unfiorm

Aishwarya Sarath

CAPM SureShot Capsule

(21)Plan risk response

Cost Mgmt Plan Schedule Mgmt plan OPA Risk Register Risk Mgmt Plan

EJ

QRA& mdlg

(22)Plan procurements

scope baseline Requirement documentation Teaming agreements Risk Register Risk Related contract decision Activity resource requirements Project Schedule Activity Cost Estimates Cost performance baseline EEF OPA (23)Direct & manage pjt excn PMP Approved CRs EEF OPA (24)Perform qulity assurance PMP Quality metrics Work Performance information Quality control measurements (25)Acquire Project team PMP EEF OPA (26)Develop Project team Project Staff Assignments PMP Resource calender

Strategies for negative risks or threats " +ve risks/opportunities contigent response strategies EJ Make-or-buy Analysis EJ Contract Types

Risk reg updates Risk related contract decisions PMP Updates PDU Procurement Mgmt plan Procurement SOW Make-or-buy decision Procurement Documents Source Selection Criteria Change Requests

sensitivity analysis Expected monetary value EMV Modeling & simulation(monte carlo) Strategies for negative risks or threats avoid, transfer, mitigate, accept(passive, active) change plan, get money, steps to reduce prbab. Strategies for negative risks or threats exploit, share, enhance, accept Fixed Price(Lump sum ) contracts Firm Fixed price Fixed Price Incentive Free FP with economic price adjustment Cost reimbursible cost plus fixed fee cost plus incentive fee cost + % of cost Cost + award fee proc docs RFP RFI IFB RFQ

EJ Pjt Mgmt Information Systems

Plan quality & perform quality control tools & techniques quality audits process analysis Pre-assignment negotiation acquisition virtual teams interpersonal skills training team building activities ground rules co-location(war room) R&R

Deliverables Work Performance information CRs PMP Updates PDU OPA Updates CRs PMP updates Project Staff Assignments Resource calendars PMP Updates team performance assessments

Corrective action Preventive action Defect repair

Quality audits

id all best practices id all gaps share GPs assistance for process impl

update repository

(27)Manage Project team

Project Staff Assignments PMP team performance assessments Performance Reports OPA (28)Distribute info PMP Performance Reports OPA (29)Manage SH Expectations SH Register SH mgmt strategy OPA PMP Issue Log Change Log (30)Conduct Procurements PMP Proc docs Source selection criteria Qualified seller list seller proposals Project documents make-or-buy decisions Teaming agreements OPA (31)M&C Project work PMP Performance Reports EEF OPA

observation& conversation Project performance appraisals conflict managements issue log interpersonal skills Communication methods Information disbn tools Communication methods interpersonal skills management skills

EEF updates OPA Updates CRs PMP Updates OPA Updates

form maslow's heirarchy of need. storm hygiene theory-frederik herzberg norm hygiene, motivation perform expectancy(victor vroom) adjourn xptcn of positive outcome drives motivation motivational theories achievement theory(David McClelland) theory x&y douglas mcregor theory z-william ouchi x->punishment, money or position valued, respected, and GD participation y->rx resposibility & less supervision conflict mgmt/resoln collaborating(win-win) Forcing (win-lose) withdrawal/avoidance(lose-lose) smooth/accommodate(lose-lose) compromise(lose-lose) confrontation/problem solving(win-win) BEST

achievement,power affiliation motivates ppl punishment-leader powers expert legitimatr referent, reward contigency- motivated even aft competency is required directing facilitatijng coaching supporting autocrat, consultative consultative-autocratic consensus

OPA Updates CRs PMP Updates PDU

Bidder conferences proposal evalun techq independent estimates EJ Advertising internet search procurement negotiations

selected sellers procurement contract award Resource calendars CRs PMP Updates PDU

deadline stalling fair & responsible delay withdrawal arbitration fait accompli

tbd

3rd party if 2 not in consensus work done already & y now negotiate?

EJ

Change Requests PMP Updates PDU

Aishwarya Sarath

CAPM SureShot Capsule

(32)Perform Integrated Change control PMP Work Performance information CRs EEF OPA (33)Verify Scope PMP Requirement documentation requirement tracability matrix validated deliverables

EJ Change control meetings

Change Request status updates PMP Updates PDU

review cr, approve chane managing change document complete impact of change CCB complete deliverables validate " crs validate " meet with customer accpt/cr

manager prioritize for CCB. crs subject to change control s/m and confimg mgmt sm

inspection

accepted deliverables CRs PDU

(34)Control Scope

(35)Control Schedule

PMP Work Performance information Requirement documentation requirement tracability matrix validated deliverables PMP Project Schedule Work Performance information OPA

Variance analysis

(36)Control Costs

PMP Project funding requirements Work Performance information OPA

Performance reviews Variance analysis Project management s/w Resource Leveling What if scenario analysis Adjusting leads and lags Schedule compression Scheduling tool Earned Value Management Forecasting To-Complete performance index Performance reviews Variance analysis Project management s/w

Work Performance Measurement OPA Updates CRs PMP Updates PDU Work Performance Measurement OPA Updates CRs PMP Updates PDU

take shcedule BL & Perf reports det the current status of the project measure shcedule performance Recommend corrective acitons to bring the project on track manage actual changes Update project schedule baseline

Work Performance Measurement Budget forecasts OPA Updates CRs PMP Updates PDU

(37)Perform Quality Control PMP Quality metrics Quality checklists Work Performance Measurements Approved crs Deliverables OPA

(38)Report Performance

(39)M&C Risks

PMP Work Performance information Work Performance Measurements Budget forecast OPA risk register PMP Work Performance information Performance Reports

Ishikawa Control charts Flowcharts Histogram Pareto chart Run chart Scatter diag Statistical sampling inspection approved CRs review Variance analysis Forecasting mathods Communication methods Reporting systems Risk reassessment Risk audits variance and trend analysis technical performance measurement reserve analysis status meetings contract change control system Procurement performance reviews inspections & audits performance reporting payment systems claims administration EJ

Quality control measurements Validated changes Validated deliverables OPA Updates CRs PMP Updates PDU

EVM integrates project scipe; cost and schedule measures to measure project performance and progress BAC PV=BAC xPlanned% EV=BAC x Actual% AC SV=EV-PV CV=EV-AC SPI=EV/PV CPI=EV/AC Standard deviation 1 68.26 2 95.46 3 99.73 6 99.99 Statistical quality control Attribute sampling Variables sampling

Performance reports OPA Updates CRs

time series method(earned value, moving average, linear prediction) Casual/econometric methods Judgemental methods(delphi, scenario building) other methods(simulation, probabilistic forecasting, , ensemble forecasting) implememting risk response pl;ans tracking id risks monitoring residual risks id new risks evaluating risk process effectiveness managing procurement relationships applicatiom of appropriate PM processes monitoring contract performace D&m, Reprot perf, perf quality control making changes & corrections as needed integr chng control perf m&c risks

risk register updates OPA Updates CRs PMP Updates pdu proc docmntn OPA Updates CRs PMP updates

(40)Administer procurements procurement docs project management plan contract Performance Reports Approved crs Work Performance information (41)Close Project/Phase project management plan accepted deliverables OPA (42)Close Procurement PMP Proc docs

Final product service or result transition OPA Updates closed procs OPA Updates

process of finalizing all activities across all of the PM process grpts to formally complete the project or phase

Proc audits Negotiated settlements Records management system

process of completing and settlin each project procurement

Aishwarya Sarath