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02 -- PMP cramming series (Planning Part I)

2020-12-07 16:44:28 ZY_ FlyWay

Knowledge framework


Planning process team


The planning process group includes defining the full scope of the project 、 Define and optimize goals , And a set of processes to develop action plans for achieving project objectives .

Make project management plan


To make a project management plan is to define 、 Prepare and coordinate all components of the project plan , And integrate them into a comprehensive project management plan .

The main input is the project charter .

Planning scope management

Plan how the scope manager defines for records 、 Determine and control project scope and product scope , The process of creating a scope management plan .

Output :

The scope management plan is an integral part of the project management plan , Describe how to define 、 To develop 、 supervise 、 Control and scope . The scope management plan shall define the management process to be used for the following work :

  • Develop a scope statement
  • Create according to the detailed scope specification WBS
  • Determine how to approve and maintain scope benchmarks
  • Formal acceptance of completed project deliverables

The requirement management plan is an integral part of the project management plan , Describe how to analyze 、 Document and manage project and product requirements .

Collect requirements

Collection requirements are defined to achieve goals 、 The process of documenting and managing stakeholder requirements and requirements .

Examination site : Mainly collecting tools

  1. data collection 1.1 Brainstorming 1.2 interview : one-on-one , One to many 1.3 Focus group : Interview ,SME, Well trained hosts 1.4 The questionnaire survey 1.5 Benchmarking : Compare planned or actual practices with those of other organizations , Identify best practices
  2. Data analysis 2.1 File analysis : Through the document analysis to obtain the relevant requirements
  3. Decision making 3.1 vote 3.2 Multi criteria decision making 3.3 Authoritarian decision making
  4. Data presentation 4.1 Affinity graph : Creative categories 4.2 Mind mapping : Creative integration
  5. Interpersonal and team skills 5.1 Nominal group technology : Prioritization 5.2 Observation and conversation What users are unwilling or unable to say 5.3 Guided workshops : Cross functional requirements
  6. System interaction diagram Product visualization scope description
  7. Prototype method

How to do it :

If the customer wants to see if planning requirements are missing , You should look at the requirements document , Because there is no record in the requirement document , The requirements tracking matrix does not record .

If the customer feedback product function is missing , You should look at the requirements traceability matrix

Define scope

Defining scope is the process of developing detailed descriptions of projects and products . The main function of this process is , Describe the product 、 Boundaries and acceptance criteria for services or outcomes .

The output of this process is more important , Focus on output scope specification and requirement tracking matrix .

The scope statement is about the scope of the project 、 Key deliverables 、 Description of assumptions and constraints .

Include :

  • Product scope description
  • Deliverables
  • Acceptance criteria
  • Project exclusions

establish WBS

Create a breakdown structure of work (WBS) It is to break down the project's deliverable and the project's work into smaller ones 、 More manageable components of the process .

Rolling planning : A decomposition that cannot be determined in advance , We need to decompose as we do it 100% principle : From bottom to top 100%

Output :

Range reference , Including the scope statement 、WBS and WBS The dictionary , Changes can only be made through formal change control procedures .

WBS The dictionary :

  • Account code identification ;
  • The job description ;
  • Assumptions and constraints ;
  • Responsible organization ;
  • Progress milestone ;
  • Related schedule activities ;
  • resource requirement ;
  • cost estimation ;
  • quality requirement ;
  • Acceptance criteria ;
  • Technical references ;
  • Agreement information

Planning progress management

Planning schedule management is to plan 、 Organization 、 management 、 A policy to implement and control the progress of a project 、 Procedures and documentation . The main function of this process is , To provide guidance and direction for managing project progress throughout the project . This process is only carried out once or only if the project has been pre-defined .

Schedule management plan is an integral part of project management plan , Prepared for 、 Monitor and control project progress, establish criteria and define activities .

Define activities

Defining activities is the process of identifying and documenting specific actions to be taken to complete the project deliverable . The main function of this process is , Break down the work package into schedule activities , As an estimate of the progress of the project 、 planning 、 The basis of supervision and control .

Output :

  • Activity list – Include all project schedule activities
  • Activity properties – It refers to the multiple attributes of each activity
  • Milestone List
  • Change request
  • Project management plan update

Sequence activities

Sequencing activities is the process of identifying and recording the relationships between project activities , The main function of this process is to define the logical order between the tasks , In order to achieve maximum efficiency under all project constraints .

Tools :

  • Tight front relation drawing method – It's a technology to create progress model , Represent activities with nodes
  • Identify and integrate dependencies
  • Lead and lag
  • Project management information system

Output : The project schedule network diagram represents the logical relationship between project schedule activities ( It's also called dependency ) The graphic .

Estimate the duration of the activity

Estimating the duration of an activity is based on resource estimates , The process of estimating the number of work periods required to complete a single activity . The main function of this process is , Determine the amount of time it takes to complete each activity . This process is carried out throughout the project .

The information on which the duration of an activity is estimated includes : Scope of work 、 Type of resources required and level of capability 、 Estimate the number of resources and resource calendar .

Tools :

  • Expert judgment
  • Analogous estimating : The historical data , The cost is low , Low accuracy
  • Parameter estimation : Historical data and parameters , Use algorithms or models to figure it out
  • Three point estimation : Consider the uncertainties and risks in the estimates
  • Top down estimates
  • Data analysis : Alternative analysis and reserve analysis
  • Decision making
  • meeting

Output : Project documents

  • Duration estimate
  • Estimation basis

Develop schedule

Making a schedule is to analyze the sequence of activities 、 The duration of the 、 Resource requirements and schedule constraints , Create a schedule model , So as to implement the project implementation and monitoring process .

Tools :

  • Progress grid analysis : Schedule grid analysis is a comprehensive technology to create schedule model , It uses several techniques , For example, critical path method , Resource optimization technology and modeling technology
  • Data analysis
  • Lead and lag
  • Progress compression
  • mis

Planning cost management

Planning cost management is to determine how to estimate 、 The budget 、 management 、 Process of monitoring and controlling project cost . The main function of this process is , Provide guidance and direction on how to manage project costs throughout the project .

Cost management plan : Describe how it will be planned 、 Arrange and control costs .

Estimated cost

Cost estimation is a process of approximate estimation of the cost of resources needed to complete a project . The main function of this process is , Determine the funding needed for the project .

Output :

  • The cost estimate includes the costs that may be required to complete the project work 、 Emergency reserve for identified risks , And to deal with the quantitative assessment of the management reserve of unplanned work .
  • Estimation basis

Budget making

Budgeting is the aggregation of estimated costs for all individual activities or work packages , The process of establishing an approved cost baseline . The main function of this process is , Establish cost benchmarks against which project performance can be monitored and controlled .

Tools :

  • Expert judgment
  • Cost summary : Summarize the cost estimate to WBS Work packages in , From work package to WBS Higher level of
  • Data analysis
  • Review of historical information : It is helpful for parameter estimation or analogy estimation
  • Capital limit balance : Any restrictions on project funding , To balance capital expenditure
  • financing

Output :

The cost baseline is approved 、 Project budget allocated by time period , Excluding any management reserves , Changes can only be made through formal change control procedures , As a basis for comparison of actual results .

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