1
Project Resource Management
Process: Plan Resource Management
Plan Resource Management Process 2
Plan Resource Management
Outputs
Inputs Tools & Techniques
1. Project charter 1. Expert judgment 1. Resource management plan
2. Project Management Plan 2. Data representation 2. Team charter
3. Project documents 3. Organizational theory 3. Project documents updates
4. Enterprise environmental 4. Meetings 4. Project management plan
factors updates
5. Organizational process assets
PMBOK® Guide, 6th Edition, Figure 9-2, p. 312
Project Resource Management 3
Inputs
• Project Charter (Who is the sponsor, what is the purpose, what is
the magnitude of the budget, what is the timeline)
• Stakeholder Register (list of all people who may be affected by the
project)
• Project Management Plan
• Project Management Documents
• Enterprise Environmental Factors
• Organizational Process Assets
Project Resource Management 4
Tools and Techniques
This is when your project team problem meets, discusses, solves,vand
analyzes.
1. Expert judgment
2. Data representation
3. Organizational theory
4. Meetings
Outputs
• Resource Management Plan
• Team Charter
• Project Management Plan Updates/Project Document updates
Plan Resource Management Process 5
Plan Resource Management
Outputs
Inputs Tools & Techniques
1. Project charter 1. Expert judgment 1. Resource management plan
2. Project Management Plan 2. Data representation 2. Team charter
3. Project documents 3. Organizational theory 3. Project documents updates
4. Enterprise environmental 4. Meetings 4. Project management plan
factors updates
5. Organizational process assets
PMBOK® Guide, 6th Edition, Figure 9-2, p. 312
6
Let’s look at the inputs:
Plan Resource Management Inputs 7
• Project charter
• Provides a high-level project description and requirements
• Project management plan
• Key components include the quality management plan and
the scope baseline
• Project documents
• Among the possible documents are the project schedule,
requirements documentation, risk register and stakeholder
register
Plan Resource Management Inputs 8
• Enterprise environmental factors: These are
conditions not under the control of the project team
Organization al culture, structure and governance
Geography of facilities and resources
Government or industry standards
Infrastructure (existing facilities/equipment)
Existing human resources (i.e.: Engineering, Purchasing)
Company authorization procedures
Marketplace conditions
Political climate
Plan Resource Management Inputs 9
• Organizational process assets: Policies and
procedures for managing resources
Organizational standard processes, policies, and role
descriptions
Templates for organizational charts and position descriptions
Lessons learned from previous successful projects within the
organization
Escalation procedures for handling issues with the team
Plan Resource Management Tools & Tech 10
Let’s look closer at these tools and techniques:
Plan Resource Management Tools & Tech 11
• Expert Judgement – Expert judgement is used to:
List the requirements of the needed skills
Assess the roles required based on organization standards
Determine the preliminary effort level and number of resources
required
Determine the reporting relationships based on organization
culture
Provide guidelines for lead time of required staff
Identify risks of staff acquisition, retention, and release plans
Identify and recommend programs for complying with applicable
government regulations and any union contracts
Plan Resource Management Tools & Tech 12
• Organizational theory
This provides crucial information from the “norms” of the organization. Its
people, teams, departments are unique to the organization.
Effective use of the company’s themes (or speak) will drastically reduce the
amount of time, cost, and effort needed to create the Human Resource
Plan.
• More philosophical in nature. We will dive further into this later for
those who are interested.
Plan Resource Management Tools & Tech 13
• Meetings
Planning meetings are critical. Meetings allow the core project team to
reach consensus on the Human Resources Management Plan. As most
Core Team members will have subordinates, they need to be part of the
decision making process.
Plan Resource Management Tools & Tech 14
• Networking
Formal and informal interactions within the organization, industry, and
professional environment
Important for understanding the political and interpersonal factors that
will influence your staffing options
Helps you identify necessary competencies, skills and invaluable
experiences that can compliment your project team
Trade conferences, symposiums, network luncheons, Lectures, etc., puts
you in a position to privileged information about available resources
All the above can be useful not only in the beginning stages of project
development but will also enhance your project management skills during
and after the project closes.
Plan Resource Management Tools & Tech 15
• Data representation using Organizational Charts and
Position Description
• Resource Breakdown Structures (RBS)
• Organization Charts (Functional, Matrix, Projectized)
• Matrix-based charts
• RAM, RACI & RASCI Charts
Plan Resource Management Tools & Tech 16
Plan Resource Management Tools & Tech 17
• Data representation using Organizational Charts and
Position Description
• Resource Breakdown Structures (RBS)
• Organization Charts (Functional, Matrix, Projectized)
• Matrix-based charts
• Resource Assignment Matrix (RAM), RACI &
RASCI Charts
Plan Resource Management Tools & Tech 18
Responsibility Assignment Matrix (RAM)
Responsibility
Project Office Field Eng’r
Task Project Contract Project Industrial Field
Manager Admin Team Engineer Manager
Defining Requirements A1
A2
Solicit RFQ B1
Write Request C1
C2
C3
: Approval : Notification : Responsible : Support
Plan Resource Management Tools & Tech 19
Text Oriented Format
Plan Resource Management Outputs 20
Outputs of “Plan Resource Management?”
• Resource Management Plan
• Team Charter
• Project Document Updates
Plan Resource Management Outputs 21
The Resource management plan is a main output.
1. Roles and Responsibilities
2. Project Organizational Charts
3. Staffing Management Plan…
Let’s look at an example now.
I will not ask you to create a resource management plan right
now, but we are going to look at one in Assignment 1.
Plan Resource Management Outputs 22
Resource management plan sets procedures for:
• Staff Acquisitions
Internal, external, new hires, permanent, contract
• Resource Calendars
Days and/or shifts the resource is available
• Staff Release Plan
• Method and timing of releasing team members
• Improves morale when release dates are know in advance
Plan Resource Management Outputs 23
• Training Needs
If it is expected members may not have all the skills necessary,
this is where you would document these opportunities
• Recognition and Rewards
Clear criteria for these help reinforce desired behaviors and
achieve project objectives
• Compliance
Strategies for complying with government regulations, union
contract, organization HR policies
• Safety
Procedures for protecting team members
Plan Resource Management Outputs 24
Second Output- Team Charter
• Establishes the team values as well as how the team will
operate
Templates and Activities:
https://www.mindtools.com/pages/article/newTMM_95.htm
https://mural.co/blog/team-charter
Plan Resource Management Outputs 25
Third Output: Project management updates
• Project documents that are updated during the plan
resource management phase can include assumption logs,
and risk register, to name a few
