Project Management Professional (PMP) Certification

Project Management Planning Toolkit

Project Name:

Project Manager:

Facilitator: BARRY MULKHRAJ, PMP

Date:

1
 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

2
ORGANIZATIONAL TYPES ................................................................................... 35

STAFFING MANAGEMENT PLAN ........................................................................ 36

RISK MANAGEMENT PLAN .................................................................................. 37

PROCUREMENT MANAGEMENT PLAN ............................................................. 38

EARNED VALUE ....................................................................................................... 40

EARNED VALUE CALCULATIONS............................................................................. 41

3
Business Need Specification
Explicit Business Need

Stakeholders

4
 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 Clos ure

Pro ject In teg ration Mo n ito r & Co nt rol P roject

M anag em e nt Direct & M an age W o rk
D evelo p C HART ER Develo p P ro ject Plan C lo se Pro ject
Execu tio n P erfo rm In teg rated C han g e
C on tro l

Pr oject S cope
Mana geme nt Collec t REQ UIREM ENT S
Sc ope V erific ation
Define S cope
Sc ope Con trol
Cre ate W BS

Pr oject T ime Ac tiv ity Definition

Mana geme nt Ac tivity Sequenc ing
Resou rce Estimating S chedule Control
Duration Estimating
Sc hedule De velopmen t

Pr oject Cos t Cos t Estimating

Mana geme nt Cost Con trol
Determ ine B udget

Pr oject Q uality Per for m Qua lity

Mana geme nt Q uality P lan nin g Perform Q uality Co ntrol
As suranc e

Pr oject Hum an A cquire T eam

Hum an Resourc e
Res ource Develop T ea
Planning
Mana geme nt Mana ge T eam

Pr oject Inform atio n

Com mun ic ations Com mu nic ations Distributio n
Mana geme nt Identify S take ho lde rs P erforma nc e Reporting
Planning Man age
Stakeholders

Pr oject Risk Risk Planning

Mana geme nt Risk Id entific ation
Q ualitative Analys is Risk M onito rin g & Control
Q uantitative A nalysis
Re sponse Planning

Pr oject P rocurem ent

Cond uct
Mana geme nt P lan Proc ureme nt Adm iniste r P rocur ements C lo se Proc urem ents
P rocu rements

5
 Project Charter
Project Name Project Code Project GL Code

Project Justification

Goals

Project Manager Project Sponsor

Stakeholders Constraints

Assumptions

___________________________
Sponsor Signature

6
7
Stakeholder Register
Artifacts
Name Primary Interest/ Influence Communications
Role/ Objective Strategy/Mode
Designation

8
Requirements Document/Template

Functional Non-Functional Constraints Quality

Levels 1 2 3 Attributes
4

Business
1.0
ID ID ID ID

User
2.0
ID ID ID ID

System
3.0
ID ID ID ID

9
Traceability Matrix

Req Affiliated Business Forward

ID Requirements (ID’s) Needs ID(s) Traceability
ID(s)

10
11
Scope Statement
Project Code Project Name

Product Description

Project Requirements (Required Capabilities of Deliverables)

A B C

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

Resources
Activity Duration
People Machines Facilities Material

16
 B D
1 8

A G
5 4

C E
4 10

17
 B D F
2 1 7

A G
3 4

C E
9 5

18
 B FS +2 D
9 7

A F
3 4

C FS -1 E
3 5

19
 B FS +2 D FS -1 F
9 7 4

A H
3 4

C FS -1 E FS +5 G
3 6 2

20
 B SS D
2 7

A F
3 4

C FF E
9 3

21
 B SS +2 D
4 7

A F
3 4

C FF +1 E
9 5

22
 SS +3
F H
2 8
FF +1
B D
9 7 K
FF +5
G I 9
6 7
A
5
SS +4 FS -2
C E J
1 5 5

23
Crashing

Activity Crash Crash Cost Cost per Day

B C
7 6

A D E
5 3 4

F
4

24
Cost Baseline
B C
7 6

A D E
5 3 4

F
4

Activity Date Budget Cumulative

Spending

25
26
Vision
Picture Of The Future

Roles

Values

A 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

X
Imp
Y 1-3
Total

Total

• Strong (9)
∅ Medium (6)
ο Weak (3)

30
Design Of Experiments

X
Y 5
LOW HIGH

1
Level Description
5 Low High
4 w
3

2
1

31
Fish Bone

Problem

32
Process Analysis

Step Step

Step Step Step

Step Step

33
Critical To Quality (CTQ) Tree

Synonym 2
3

1
VOC Synonym 2
3

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 Release Criteria

Project Team Will Be Needed)

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

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39
Earned Value

BAC Activities

A B C D F
Total
PV
EV
AC

B C
7 6

A D
5 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