Professional Documents
Culture Documents
Version 4.0
Integration Management
Hot Topics
Business Case
Project Plan
Close Project or Phase
Project Monitoring
Change Requests
Monitoring &
Initiating Planning Executing Controlling Closing
Process Process Process Process Process
Group Group Group Group Group
Develop Develop Direct and Monitor and Close
Project Project Manage Control Project or
Charter Management Project Project Work Phase
Plan Execution Perform
Integrated
Change
Control
Expert judgment
Consultants
Subject Matter Experts
Industry groups
Professional and technical associations
Project Charter
Issued by project initiator/sponsor (external to the project)
Document that formally authorizes a project
Think about it Can a project exist without a charter?
Documents business needs and the new product service or in other
words the high level project requirements
Links the project to the ongoing work of the organization
Question What about client projects?
The project charter provides the project manager with the authority to
use the budget and deploy the organizations resources
Taking the results of other planning processes and putting them into a
consistent, coherent document
Includes all actions necessary to define, integrate and coordinate all
subsidiary plans into project management plan
Defines how the project is executed, monitored & controlled, and
closed
Documents the collection of outputs
Includes:
Project charter
PM approach or strategy
Scope statement
Work breakdown structure (WBS)
Cost estimates
Schedule
Performance measurement baselines
Major milestones and target dates
Key or required staff
Key risks
Open issues and pending decisions
PMP Workshop | Financial Services
All work described was performed by Capgemini or a Capgemini affiliate
2009 Capgemini - All rights reserved 14
Develop Project Management Plan
Project charter
Output from planning processes
Enterprise environmental factors
Governmental or industry standards
Organization structure and culture
Personnel administration
Organizational process assets
Kickoff Meeting
A meeting of all project parties to make sure everyone is familiar with the
project
Held at the end of the planning process group before beginning work on the
project
Expert Judgment
Project management information system
Automated system used by the project management team to aid execution of
the activities planned in the project management plan
Deliverables
Unique and verifiable product, result or capability to perform a service that
must be produced and provided to complete a process, phase or project
Change Requests
Issued to cover preventive or corrective actions to forestall negative impact
later in the project.
Expert judgment
Change requests
Project management plan updates
Project document updates
Concerned with:
Influencing the factors which create change, in order to ensure that the
changes are beneficial
Determining that a change has occurred
Managing the actual changes
Requirements:
Reflect all approved changes in the project plan
Reflect changes in the project scope definition. Project scope changes affect
the performance measurement baseline.
Coordinate changes across all knowledge areas
Expert Judgment
Expert judgment
Recap
Business Case
Project Plan
Close Project or Phase
Project Monitoring
Change Requests
Review Questions
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