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Linda Kretz Zaval, PMP®, is owner and managing member of 20/20 Solutions, LLC, and an internationally sought-after public speaker and consultant. An active member of the Project Management Institute (PMI®), she has taught many seminars and programs on project management, finance, and other topics. Terri Wagner, PMP®, is owner and managing member of Mentor Source, Inc. She provides consulting, coaching, mentoring, and training in project management, business leadership, and business acumen to domestic and international government, corporate, and university clients.
Phase 0 Professional Responsibility 1
How This Relates to Project Management Practitioners 3
Responsibility 3
Aspirational Standards of Conduct for the Value of Responsibility 3
Mandatory Standards of Conduct for the Value of Responsibility 4
Respect 5
Aspirational Standards of Conduct for the Value of Respect 5
Mandatory Standards of Conduct for the Value of Respect 6
Fairness 7
Aspirational Standards of Conduct for the Value of Fairness 7
Mandatory Standards of Conduct for the Value of Fairness 7
Honesty 8
Aspirational Standards of Conduct for the Value of Honesty 8
Mandatory Standards of Conduct for the Value of Honesty 9
Phase 1 Initiating Process 11
Task 1.1: Perform Project Assessment 12
Scenario 13
Scope of Task 14
Procedure 15
Task 1.2: Creating the Scope Statement 35
Scenario 36
Scope of Task 37
Procedure 37
Task 1.3: Understanding Your Stakeholders 47
Scenario 47
Scope of Task 49
Procedure 49
Task 1.4: Identify Project Limitations and Propose an Implementation Approach 67
Scenario 67
Scope of Task 68
Procedure 68
Task 1.5: Develop the Project Charter 70
Scenario 70
Scope of Task 70
Procedure 70
Task 1.6: Obtain Project Charter Approval 77
Scenario 77
Scope of Task 77
Procedure 78
Phase 2 Planning Process 81
Task 2.1: Establishing the Project Deliverables 83
Scenario 83
Scope of Task 83
Procedure 84
Task 2.2: Creating the Work Breakdown Structure 87
Scenario 88
Scope of Task 88
Procedure 88
Task 2.3: Developing a Budget Plan 94
Scenario 95
Scope of Task 95
Procedure 95
Task 2.4: Developing the Project Schedule 99
Scenario 99
Scope of Task 99
Procedure 99
Task 2.5: Developing the Human Resource Plan 120
Scenario 120
Scope of Task 120
Procedure 121
Task 2.6: Developing the Communication Plan 124
Scenario 125
Scope of Task 125
Procedure 125
Task 2.7: Developing the Procurement Plan 134
Scenario 134
Scope of Task 134
Procedure 134
Task 2.8: Developing the Quality Management Plan 143
Scenario 143
Scope of Task 143
Procedure 143
Task 2.9: Developing the Change Management Plan 147
Scenario 148
Scope of Task 148
Procedure 148
Task 2.10: Developing the Risk Management Plan 154
Scenario 156
Scope of Task 157
Procedure 158
Task 2.11: Documenting and Presenting the Master Project Management Plan 170
Scenario 170
Scope of Task 172
Procedure 172
Task 2.12: Conducting the Kickoff Meeting 175
Scenario 175
Scope of Task 175
Procedure 175
Phase 3 Executing Process 181
Task 3.1: Obtaining Project Resources 182
Scenario 182
Scope of Task 182
Procedure 183
Task 3.2: Directing and Managing Project Execution 184
Scenario 185
Scope of Task 185
Procedure 185
Task 3.3: Implementing the Quality Plan 201
Scenario 201
Scope of Task 202
Procedure 202
Task 3.4: Performing Quantitative Risk Assessment 204
Scenario 205
Scope of Task 205
Procedure 205
Task 3.5: Conducting Procurements 211
Scenario 211
Scope of Task 211
Procedure 211
Task 3.6: Developing and Managing the Project Team 221
Scenario 221
Scope of Task 222
Procedure 222
Phase 4 Monitoring and Controlling Process 237
Task 4.1: Measuring Project Performance 238
Scenario 238
Scope of Task 239
Procedure 239
Task 4.2: Implementing Approved Changes 254
Scenario 254
Scope of Task 254
Procedure 254
Task 4.3: Ensuring Project Deliverables Conform to Quality Standards 257
Scenario 257
Scope of Task 258
Procedure 258
Task 4.4: Managing Risk Events 272
Scenario 273
Scope of Task 274
Procedure 274
Task 4.5: Administering Procurements 275
Scenario 276
Scope of Task 276
Procedure 276
Task 4.6: Assessing Corrective Action on the Issues Log 283
Scenario 284
Scope of Task 284
Procedure 284
Task 4.7: Communicating Project Status 286
Scenario 286
Scope of Task 286
Procedure 288
Phase 5 Closing Process 295
Task 5.1: Formalizing Project Acceptance 296
Scenario 296
Scope of Task 297
Procedure 297
Task 5.2: Transferring Ownership of Deliverables 299
Scenario 299
Scope of Task 299
Procedure 300
Task 5.3: Obtaining Final Legal and Administrative Closure 303
Scenario 303
Scope of Task 303
Procedure 303
Task 5.4: Distributing Final Reports 306
Scenario 306
Scope of Task 306
Procedure 307
Task 5.5: Collating Lessons Learned 312
Scenario 312
Scope of Task 312
Procedure 313
Task 5.6: Archiving Project Documents 315
Scenario 318
Scope of Task 318
Procedure 318
Task 5.7: Measuring Project Team Performance 319
Scenario 319
Scope of Task 319
Procedure 320
Appendix Solutions 327
Phase 1 Solutions 328
Hands-on 1.1: Testing Your Knowledge of Corporate Strategy 328
Hands-on 1.2: Testing Your Knowledge of Finance Principles 328
Hands-on 1.3: Testing Your Knowledge of NPV 329
Hands-on 1.4: Testing Your Knowledge of Benefit Measurement Methods—Scoring Models 330
Hands-on 1.5: Testing Your Knowledge of Business Cases 332
Hands-on 1.6: Testing Your Knowledge of Goals and Objectives 332
Hands-on 1.7: Testing Your Knowledge of the Product Scope Description 333
Hands-on 1.8: Testing Your Knowledge of Requirements 334
Hands-on 1.9: Testing Your Knowledge of Organizational Structures 334
Hands-on 1.10: Testing Your Knowledge of Project Scope Statements 335
Hands-on 1.11: Testing Your Knowledge of Leadership Analysis 336
Hands-on 1.12: Testing Your Knowledge of Identifying Team Members 336
Hands-on 1.13: Testing Your Knowledge of Roles and Responsibilities 337
Hands-on 1.14: Testing Your Knowledge of Stakeholder Analysis 339
Hands-on 1.15: Testing Your Knowledge of Stakeholder Mapping 341
Hands-on 1.16: Testing Your Knowledge of Project Organizational Structures 341
Hands-on 1.17: Testing Your Knowledge of Project Limitations 342
Hands-on 1.18: Implementation Approaches 343
Hands-on 1.19: Testing Your Knowledge of Milestones 343
Hands-on 1.20: Testing Your Knowledge of an Estimated Budget 344
Hands-on 1.21: Testing Your Knowledge of High-Level Project Risks 344
Hands-on 1.22: Testing Your Knowledge of Project Assumptions 345
Hands-on 1.23: Testing Your Knowledge of Project Constraints and Response Strategies 345
Hands-on 1.24: Testing Your Knowledge of Putting It All Together 345
Hands-on 1.25: Testing Your Knowledge of Phase 1 Professional Responsibility 348
Phase 2 Solutions 348
Hands-on 2.1: Testing Your Knowledge of Deliverables 348
Hands-on 2.2: Testing Your Knowledge of Product Acceptance Criteria 348
Hands-on 2.3: Testing Your Knowledge of Creating a List of Work 349
Hands-on 2.4: Testing Your Knowledge of Organizing Tasks into Logical Groupings 351
Hands-on 2.5: Testing Your Knowledge of Reviewing and Adjusting a WBS 353
Hands-on 2.6: Testing Your Knowledge of Cost Budgeting 355
Hands-on 2.7: Testing Your Knowledge of Network Logic 356
Hands-on 2.8: Testing Your Knowledge of Network Logic 356
Hands-on 2.9: Testing Your Knowledge of PERT 358
Hands-on 2.10: Testing Your Knowledge of Reducing a Project’s Duration 359
Hands-on 2.11: Testing Your Knowledge of Staffing Risks 360
Hands-on 2.12: Testing Your Knowledge of Communications 361
Hands-on 2.13: Testing Your Knowledge of Contract Types 362
Hands-on 2.14: Testing Your Knowledge of Contract Calculations 363
Hands-on 2.15: Testing Your Knowledge of Quality Planning 364
Hands-on 2.16: Testing Your Knowledge of Identifying and Qualifying Risk Events 365
Hands-on 2.17: Professional Responsibility in the Planning Phase 367
Phase 3 Solutions 367
Hands-on 3.1: Testing Your Knowledge of Acquiring Resources 367
Hands-on 3.2: Testing Your Knowledge of Expertise 368
Hands-on 3.3: Testing Your Knowledge of PMIS 368
Hands-on 3.4: Testing Your Knowledge of Expectations and Commitments 369
Hands-on 3.5: Testing Your Knowledge of Listening Habits 370
Hands-on 3.6: Testing Your Knowledge of Quality Assurance 371
Hands-on 3.7: Testing Your Knowledge of Expected Value and NPV 371
Hands-on 3.8: Testing Your Knowledge of Obtaining Sellers 372
Hands-on 3.9: Testing Your Knowledge of Selecting Sellers 372
Hands-on 3.10: Testing Your Knowledge of Awarding Contracts 373
Hands-on 3.11: Testing Your Knowledge of Developing Your Project Team 374
Hands-on 3.12: Testing Your Knowledge of Managing Your Project Team 375
Hands-on 3.13: Testing Your Knowledge of Motivational Theories 375
Hands-on 3.14: Testing Your Knowledge of Types of Power 376
Hands-on 3.15: Testing Your Knowledge of Managing Conflict 376
Hands-on 3.16: Testing Your Knowledge of Professional Responsibility in the Execution Phase 377
Phase 4 Solutions 378
Hands-on 4.1: Testing Your Knowledge of Scope Verification 378
Hands-on 4.2: Testing Your Knowledge of Controlling Project Scope 378
Hands-on 4.3: Testing Your Knowledge of Controlling the Project Schedule 378
Hands-on 4.4: Testing Your Knowledge of Earned Value 379
Hands-on 4.5: Testing Your Knowledge of Performance Reporting 381
Hands-on 4.6: Testing Your Knowledge of Integrated Change Control 382
Hands-on 4.7: Testing Your Knowledge of Quality Tools 383
Hands-on 4.8: Testing Your Knowledge of Problem Solving and Metrics 383
Hands-on 4.9: Testing Your Knowledge of Managing Risk Events 384
Hands-on 4.10: Testing Your Knowledge of Contract Changes 386
Hands-on 4.11: Testing Your Knowledge of Legal Contract Issues 386
Hands-on 4.12: Testing Your Knowledge of Communicating with Your Sponsor and Team 387
Hands-on 4.13: Testing Your Knowledge of Professional Responsibility in the Monitoring and Controlling Phase 387
Phase 5 Solutions 388
Hands-on 5.1: Testing Your Knowledge of Formalizing Project Acceptance 388
Hands-on 5.2: Testing Your Knowledge of Transferring Ownership of Deliverables 388
Hands-on 5.3: Testing Your Knowledge of Legal and Administrative Contract Closure 389
Hands-on 5.4: Testing Your Knowledge of Creating and Documenting the Project’s Final Report 389
Hands-on 5.5: Testing Your Knowledge of Lessons Learned 390
Hands-on 5.6: Testing Your Knowledge of Performance Reviews 391
Hands-on 5.7: Testing Your Knowledge of Professional Responsibility in the Closure Phase 392
Index 393
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