Project Management Professional (PMP) Certification

Project Management Planning Toolkit

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

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

ORGANIZATIONAL TYPES ................................................................................... 35 STAFFING MANAGEMENT PLAN ........................................................................ 36 RISK MANAGEMENT PLAN .................................................................................. 37 PROCUREMENT MANAGEMENT PLAN ............................................................. 38 EARNED VALUE ....................................................................................................... 40 EARNED VALUE CALCULATIONS............................................................................. 41

Business Need Specification

Explicit Business Need

Stakeholders

Project Management Knowledge Areas

Pro je ct M a na g em e nt Pr oc e s s G r ou p s
Kn ow led g e Areas Initiation Planning Exe cution M onitor in g & Controlling Mo n ito r & Co nt rol P roject W o rk P erfo rm In teg rated C han g e C on tro l Sc ope V erific ation Sc ope Con trol Clos ure

Pro ject In teg ration M anag em e nt

D evelo p C HART ER

Develo p P ro ject Plan

Direct & M an age Execu tio n

C lo se Pro ject

Pr oject S cope Mana geme nt

Collec t REQ UIREM ENT S Define S cope Cre ate W BS Ac tiv ity Definition Ac tivity Sequenc ing Resou rce Estimating Duration Estimating Sc hedule De velopmen t Cos t Estimating Determ ine B udget Q uality P lan nin g Per for m Qua lity As suranc e A cquire T eam Develop T ea Mana ge T eam Inform atio n Distributio n Man age Stakeholders

Pr oject T ime Mana geme nt

S chedule Control

Pr oject Cos t Mana geme nt Pr oject Q uality Mana geme nt Pr oject Hum an Res ource Mana geme nt Pr oject Com mun ic ations Mana geme nt Pr oject Risk Mana geme nt

Cost Con trol

Perform Q uality Co ntrol

Hum an Resourc e Planning

Identify S take ho lde rs

Com mu nic ations Planning Risk Planning Risk Id entific ation Q ualitative Analys is Q uantitative A nalysis Re sponse Planning P lan Proc ureme nt

P erforma nc e Reporting

Risk M onito rin g & Control

Pr oject P rocurem ent Mana geme nt

Cond uct P rocu rements

Adm iniste r P rocur ements

C lo se Proc urem ents

Project Charter
Project Name Project Code Project GL Code

Project Justification

Goals

Project Manager

Project Sponsor

Stakeholders

Constraints

Assumptions

___________________________ Sponsor Signature

Stakeholder Register
Artifacts Name Primary Role/ Designation Interest/ Objective Influence Communications Strategy/Mode

Requirements Document/Template
Levels
Business 1.0
Functional 1 Non-Functional 2 Constraints 3 Quality Attributes 4

ID

ID

ID

ID

User 2.0

ID

ID

ID

ID

System 3.0

ID

ID

ID

ID

Traceability Matrix
Req ID Affiliated Requirements (IDs) Business Needs ID(s) Forward Traceability ID(s)

10

11

Scope Statement
Project Code Project Name Product Description

Project Requirements (Required Capabilities of Deliverables) A B

Project Boundaries

Deliverables/Milestones

Project Acceptance Criteria

Identified Risks

Constraints

Assumptions

Funding Limit

Cost Estimate

Schedule Limitation

12

13

WBS

14

15

Activity List
Work Package Activity Duration Resources Machines Facilities People Material

16

B 1 A 5 C 4

D 8 G 4 E 10

17

B 2 A 3 C 9

D 1

F 7 G 4

E 5

18

B 9 A 3 C 3

FS +2

D 7 F 4

FS -1

E 5

19

B 9 A 3 C 3

FS +2

D 7

FS -1

F 4 H 4

FS -1

E 6

FS +5

G 2

20

B 2 A 3 C 9

SS

D 7 F 4

FF

E 3

21

B 4 A 3 C 9

SS +2

D 7 F 4

FF +1

E 5

22

SS +3

F 2 B 9
FF +1

H 8

D 7 G 6

FF +5

A 5
SS +4

I 7

K 9

C 1

E 5

FS -2

J 5

23

Crashing
Activity Crash Crash Cost Cost per Day

B
7

C
6

A
5

D
3

E
4

F
4

24

Cost Baseline

B
7

C
6

A
5

D
3

E
4

F
4
Activity Date Budget Cumulative Spending

25

26

Vision
Picture Of The Future

Roles

Values

B
27

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

28

29

XY MATRIX
Imp 1-3

X
Total

Total

Strong (9)
Medium (6)

Weak (3)

30

Design Of Experiments

X
LOW

Y
HIGH

5 4 3 2 1

Level 5 4 3 2 1

Description

Low w

High

31

Fish Bone

Problem

32

Process Analysis

Step

Step

Step

Step

Step

Step

Step

33

Critical To Quality (CTQ) Tree

1 Synonym 2 3 1 VOC Synonym 2 3 1 Synonym 2 3

34

Organizational Types

Functional Manager

Project Manager

Authority
Functional Weak Balance Strong Projectized 35

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

36

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 Extremely Likely Likely Might Can Occur Unlikely .9 .7 .5 .3 .1 Impact Will Cause Failure Heavy Significant Slight Insignificant

37

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

38

39

Earned Value

BAC
A B

Activities
C D F

Total

PV EV AC

B
7

C
6

A
5

D
3

F
4

40

Earned Value Calculations

Cost Variance Cost Performance Index

CPI
Schedule Variance Schedule Performance Index

SPI
41

Estimate At Completion (EAC)

Estimate To Complete (ETC)

42