Index

A

absorption, 256

AC (actual cost), 227-228

Accept response (risk), 164

accepted deliverables, 246

accounting concepts for initiating process, 94-95

accumulated depreciation, 95

accuracy, 138

Achievement theory, 196

acquire project team process, 190-191

acquisition, 191

action

corrective action, 182, 226

preventive action, 182, 226

activity durations, estimating, 123-124

activity planning

Cram Quiz, 127-129

Cram Saver questions, 114-116

define activities process, 117

develop schedule process, 124-125

critical path, 125

float, 126-127

resource allocation, 127

resource leveling, 127

what-if scenarios, 127

estimate activity durations process, 123-124

estimate activity resources process, 121-123

network diagrams, 118

precedence diagramming method (PDM), 119-120

project task information, 120-121

plan schedule management process, 116

progressive elaboration, 117

rolling wave planning, 117

sequence activities process, 117-118

activity resources, estimating, 121-123

actual cost (AC), 227-228

actual cost of work performed (ACWP), 227-228

ACWP (actual cost of work performed), 227-228

addition, 256

adjourning phase (project teams), 193, 197

allocating resources, 127

alternative analysis, 122

analogous estimating, 123, 132

analytical techniques, 207

decision tree analysis, 162-163

qualitative risk analysis, 161-163

stakeholder management planning, 175-176

aspirational standards, 56

for fairness, 67

for honesty, 74

for respect, 62-63

for responsibility, 59

assets, organizational process assets, 35

assigning project managers, 80

audits

procurement audit, 250

quality audits, 187

Avoid response (risk), 164

B

BAC (budget at completion), 227-228

balanced matrix, 33-34

Baldrige, Howard Malcolm, 140

bankruptcy, 251

baselines (scope), 221

BCR (benefit cost ratio), 94

BCWP (budgeted cost of work performed), 228

BCWS (budgeted cost of work scheduled), 227-228

benchmarking, 188

benefit cost ratio (BCR), 94

benefit measurement methods, 86

bidder conference, 207

Blanchard, Ken, 196

bottom-up estimating, 122, 132

boundaries (project), 80

breach of contract, 254-255

budget, 43

budget at completion (BAC), 227-228

budgeted cost of work performed (BCWP), 228

budgeted cost of work scheduled (BCWS), 227-228

business risks, 239

C

Calculating communication channels, 153

capability maturity model (CMM), 140

cause-and-effect diagrams, 143

change

change control boards, 219

factors that cause project change, 216-217

gold plating, 218

perform integrated change control process, 218-219

change control boards, 219

channels (communication), 153

charters (project)

definition of, 81

develop project charter process, 84-86

purpose of, 81-82

charts. See also diagrams

control charts, 144, 230

flowcharts, 144

histograms, 144

Pareto charts, 231

checksheets, 144

close procurements, 247-250

close project process flow, 245

closing process group, 243

close procurements, 247-250

close project process flow, 245

closing projects or phase criteria, 250-252

Cram Quiz, 257-258

Cram Saver questions, 244

ending procurements or projects, 254-256

explained, 44, 245

final review meetings, 257

inputs, tools and techniques, 246-247

knowledge areas, 47

lessons learned, 252-253

CMM (capability maturity model), 140

coercive power, 194

collapse, 256

collapsed mode, 256

collect requirements process, 108

collective agreement, 254

colocation, 193

communication channels, 153

communication methods, 202

communication models, 202

communication technology, 201

communications management

communication channels, 153

communication methods, 202

communication models, 202

communication technology, 201

control communications process, 235-237

Cram Quizzes, 154, 204, 241-242

Cram Saver questions, 151, 200, 234-235

identifying and analyzing communications requirements, 152-153

information management systems, 203

manage communications process, 201

performance reporting, 203

plan communications management process, 152-153

conduct procurements process, 206

conduct procurements tools, 207-208

conflict of interest, 68-71

constraints, 43-44

Contingency theory, 196

continuous improvement, 140-141, 186

contract statement of work (SOW), 170

contracts

breach of, 254-255

collective agreement, 254

contract statement of work (SOW), 170

early contract termination, 249

successful completion, 254

types of, 170-172, 249

control charts, 144, 230

control communications process, 235-237

control costs process, 226-227

control procurements process, 239-240

control quality process, 229-230

control risks process, 237-239

control schedule process, 225-226

control scope process, 221-222

control stakeholder engagement process, 240-241

controlling PMOs (project management offices), 25

controlling process group. See monitoring and controlling process group

COQ (cost of quality), 141-142

core values (PMI Code of Ethics and Professional Conduct), 55-56

corrective action, 182, 226

cost management

control costs process, 226-227

Cram Saver questions, 224-225

earned value analysis, 228-229

cost performance index (CPI), 227-229

cost plus award fee (CPAF), 171

cost plus fixed fee (CPFF), 171

cost plus incentive fee (CPIF), 171

cost of quality (COQ), 141-142

cost-reimbursement contracts, 171

cost variance, 227

costs. See also accounting concepts

ACWP (actual cost of work performed), 227-228

BCR (benefit cost ratio), 94

BCWP (budgeted cost of work performed), 228

BCWS (budgeted cost of work scheduled), 227-228

controlling, 226-227

COQ (cost of quality), 141-142

cost performance index, 227

cost-reimbursement contracts, 171

cost variance, 227

CPAF (cost plus award fee), 171

CPFF (cost plus fixed fee), 171

CPI (cost performance index), 229

CPIF (cost plus incentive fee), 171

determine budget process, 132-133

direct costs, 95

earned value analysis, 228-229

estimate cost process, 131-132

fixed costs, 95

indirect costs, 95

life cycle costing, 95

opportunity cost, 94

plan cost management, 130-131

project cost estimating factors

Cram Quiz, 133-134

Cram Saver questions, 130

determine budget process, 132-133

estimate cost process, 131-132

plan cost management, 130-131

sunk costs, 95

variable costs, 95

CPAF (cost plus award fee), 171

CPFF (cost plus fixed fee), 171

CPI (cost performance index), 227-229

CPIF (cost plus incentive fee), 171

create WBS process, 109-111

critical chain method, 125

critical path, 125

customer requirements, 250

customer satisfaction, 141

customers, 41

D

decision tree analysis, 162-163

define activities process, 117

define scope process, 109

Deming, W. Edwards, 140

Deming cycle, 140-141

dependencies, 117, 120

depreciation, 95

deterioration, 256

determine budget process, 132-133

develop project charter process, 84-86

develop project management plan process, 103-104

develop project team process, 192-194

develop schedule process, 124-125

critical path, 125

float, 126-127

resource allocation, 127

resource leveling, 127

what-if scenarios, 127

diagrams. See also charts

cause-and-effect diagrams, 143

Ishikawa diagram, 230

network diagrams, 118

precedence diagramming method (PDM), 119-120

project task information, 120-121

Pareto diagrams, 144

scatter diagrams, 144

direct and manage project work process, 181

direct costs, 95

directive PMOs (project management offices), 25

downloading

PMI Code of Ethics and Professional Conduct, 55

PMI Practice Standard for Work Breakdown Structures, 110

duration of activity, estimating, 123-124

E

early contract termination, 249

earned value (EV), 227-228

earned value analysis, 228-229

elaboration, progressive, 117

ending procurements or projects, 254-256

engagement (stakeholder), 211, 240-241

Enhance response (risk), 164

enterprise culture, 251

enterprise environmental factors, 34-35

environmental factors, 34-35

estimate activity durations process, 123-124

estimate activity resources process, 121-123

estimate at completion, 227

estimate cost process, 131-132

estimated to completion, 227

ethics

complaints, 60

PMI Code of Ethics and Professional Conduct

aspirational and mandatory conduct, 56

core values, 55-56

Cram Quiz, 56-57

Cram Saver questions, 54

downloading, 55

ethics complaints, 60

fairness, 66-72

honesty, 73-75

respect, 62-65

responsibility, 58-61

responsible conduct, 60

EV (earned value), 228

executing process group

communications management

communication methods, 202

communication models, 202

communication technology, 201

Cram Quiz, 204

Cram Saver questions, 200

information management systems, 203

manage communications process, 201

performance reporting, 203

explained, 44, 179

human resource management

acquire project team process, 190-191

Cram Quiz, 198-199

Cram Saver questions, 189-190

develop project team process, 192-194

human resources acquisitions tools, 191

manage project team process, 194-195

motivation theories, 195-196

Tuckman’s model of team formation, 196-197

types of power, 194

integration management

Cram Quiz, 183-184

Cram Saver questions, 180

direct and manage project work process, 181

impact of monitoring/controlling activities on project execution, 181-182

knowledge areas, 47

procurement management

conduct procurements process, 206

conduct procurements tools, 207-208

Cram Quiz, 209

Cram Saver questions, 205

quality management

Cram Quiz, 187-188

Cram Saver questions, 185

perform quality assurance process, 186

process analysis, 187

quality audits, 187

quality control measurements, 186

quality metrics, 186

stakeholder management

Cram Quiz, 212

Cram Saver questions, 210

manage stakeholder engagement process, 211

expectancy, 196

Expectancy theory, 196

expert judgment, 87, 105, 207

expert power, 194

Exploit response (risk), 164

external risk, 158

extinction, 256

F

facilitation techniques, 88

factor theory, 195

fairness

aspirational standards, 67

conflict of interest, 68-71

Cram Quiz, 71-72

Cram Saver questions, 66

mandatory standards, 67

feedback, project feedback loop, 219-220

FFP (firm fixed price) contracts, 171

Fiedler, Fred, 196

final review meetings, 257

finish-to-finish dependency, 120

finish-to-start dependency, 120

firm fixed price (FFP) contracts, 171

fishbone diagrams, 143

fixed costs, 95

fixed price incentive fee (FPIF) contracts, 171

fixed price with economic price adjustment (FP-EPA), 171

float, 126-127

flowcharts, 144

formal acceptance, 252

formation of teams, 196-197

forming phase (project teams), 193, 197

FP-EPA (fixed price with economic price adjustment), 171

FPIF (fixed price incentive fee) contracts, 171

frameworks

organizational frameworks

Cram Quiz, 36-37

Cram Saver questions, 31

enterprise environmental factors, 34-35

functional organizational structure, 33

matrix organizational structure, 33-34

organizational politics and influences, 32

organizational process assets, 35

projectized organizational structure, 33-34

Project Management framework

Cram Saver questions, 22

PMO (project management office), 24-25

portfolios, 24

programs, 24

project characteristics, 23

functional organizational structure, 33

G

goals (project), 23

gold plating, 218

grade versus quality, 138

ground rules, 193

groups, project management process groups, 47-48

H

Herzberg, Fredrick, 195

hierarchy of needs, 195

high grade, 138

high quality, 138

histograms, 144

history of PMI (Project Management Institute), 21

honesty, 73-75

human resource management

acquire project team process, 190-191

Cram Quizzes, 150, 198-199

Cram Saver questions, 146, 189-190

develop project team process, 192-194

human resource planning tools, 148-149

human resources acquisitions tools, 191

manage project team process, 194-195

motivation theories, 195-196

plan human resource management process, 147-148

project manager responsibilities, 147

responsibility assignment (RACI) matrix, 148-149

staffing management plans, 149

Tuckman’s model of team formation, 196-197

types of power, 194

human resource planning tools, 148-149

human resources acquisitions tools, 191

I

identifying

communications requirements, 152-153

risks, 160

stakeholders, 89-90

identify risks process, 160

identify stakeholders process, 89-90

Imai, Masaaki, 140

impact

respect, 63-64

risk, 159

inclusion, 256

independent estimates, 207

indirect costs, 95

influencers, 42

information management systems, 203

initiating process group

Cram Quiz, 82-83

Cram Saver questions, 78

explained, 44, 77

integration management

Cram Quiz, 88

Cram Saver questions, 84

develop project charter process, 84-86

expert judgment, 87

facilitation techniques, 88

project management information system (PMIS), 87

project management methodology, 87

project selection methods, 86

project charters, 81

project manager assignment, 80

purpose of initiating projects, 79-80

stakeholder management

Cram Quiz, 91

Cram Saver questions, 89

identify stakeholders process, 89-90

what the project manager needs to know

Cram Saver questions, 92

management by objectives (MBO), 93-94

inputs

acquire project team process, 191

close procurements, 248

closing process group, 246-247

collect requirements process, 108

conduct procurements process, 206

control communications process, 236

control costs process, 226

control procurements process, 240

control quality process, 229

control risks process, 237

control schedule process, 225

control scope process, 221

control stakeholder engagement process, 241

create WBS process, 109

define scope process, 109

determine budget process, 133

develop project team process, 192

develop schedule process, 124

direct and manage project work process, 181

estimate activity duration process, 123

estimate activity resources process, 122

estimate cost process, 131

identify risks process, 160

manage communications process, 201

manage project team process, 195

manage stakeholder engagement process, 211

monitor and control project work process, 217

perform integrated change control process, 218

perform qualitative risk analysis process, 161

perform quality assurance process, 186

perform quantitative risk analysis process, 162

plan communications management process, 152

plan cost management process, 131

plan procurement management process, 169

plan quality management process, 138

plan risk management process, 158

plan risk responses process, 163

plan schedule management process, 116-117

plan scope management process, 108

plan stakeholder management process, 175

project management plan process, 104

sequence activities process, 118

validate scope process, 220

inspection, 141

instrumentality, 196

insufficient resources, 250

integration management, 256

control scope process, 221-222

Cram Quizzes, 88, 105, 183-184, 222-223

Cram Saver questions, 84, 103, 180, 214-215

develop project charter process, 84-86

develop project management plan process, 103-104

direct and manage project work process, 181

expert judgment, 87

facilitation techniques, 88

factors that cause project change, 216-217

impact of monitoring/controlling activities on project execution, 181-182

monitor and control project work, 217-218

perform integrated change control process, 218-219

project feedback loop, 219-220

project management information system (PMIS), 87

project management methodology, 87

project selection methods, 86

validate scope process, 220

internal rate of return (IRR), 94

interpersonal skills, 193

IRR (internal rate of return), 94

Ishikawa diagrams, 143, 230

J-K

Juran, Joseph, 140, 231

kaizen, 140

kickback, 69

knowledge areas (project management), 27-29

L

leading level of stakeholder engagement, 175

legitimate power, 194

lessons learned, 252-253

life cycles (project)

closing process group, 243

close procurements, 247-250

close project process flow, 245

closing projects or phase criteria, 250-252

Cram Quiz, 257-258

Cram Saver questions, 244

ending procurements or projects, 254-256

explained, 44, 245

final review meetings, 257

inputs, tools and techniques, 246-247

knowledge areas, 47

lessons learned, 252-253

Cram Quiz, 50-51

Cram Saver questions, 38

executing process group

communications management, 200-204

explained, 44, 179

human resource management, 189-199

integration management, 180-184

knowledge areas, 47

procurement management, 205-209

quality management, 185-188

stakeholder management, 210-212

explained, 38-41

initiating process group

Cram Quiz, 82-83

Cram Saver questions, 78

explained, 44, 77

integration management, 84-88

knowledge areas, 47

project charters, 81

project manager assignment, 80

purpose of initiating projects, 79-80

stakeholder management, 89-91

what the project manager needs to know, 92-96

life cycle costing, 95

monitoring and controlling process group, 47

communications management, 235-237

cost management, 225-229

explained, 44, 213

integration management, 216-219

integration and scope management, 215

procurement management, 239-240

quality management, 229-232

risk management, 237-239

scope management, 220-222

stakeholder management, 240-241

time, cost, and quality management, 233

time management, 225-229

planning. See planning process group

planning process group

explained, 44

knowledge areas, 47

process interaction customization, 49

project constraints, 43-44

project management process relationships, 45

stakeholders, 41-42

low grade, 138

low quality, 138

lump sum contracts, 171

M

make-or-buy decision, 169

Malcolm Baldrige Award, 140

manage communications process, 201

manage project team process, 194-196

Tuckman’s model of team formation, 196-197

manage stakeholder engagement process, 211

management by objectives (MBO), 93

management (project). See Project Management framework

mandatory standards, 56

for fairness, 67

for honesty, 74

for respect, 63

for responsibility, 59-60

market conditions, 250

Maslow, Abraham, 195

mathematical models, 86

matrix organizational structure, 33-34

MBO (management by objectives), 93

McClelland, David, 196

McGregor, Douglas, 196

measuring quality, 186

meetings, final review meetings, 257

metrics, 186

milestones, 217

Mitigate response (risk), 164

Models (communication), 202

monitor and control project work process, 217-218

monitoring and controlling communications group

procurement management

control procurements process, 239-240

Cram Quiz, 241-242

Cram Saver questions, 234-235

quality management

control communications process, 235-237

Cram Quiz, 241-242

Cram Saver questions, 234-235

risk management, 237-239

stakeholder management

control stakeholder engagement process, 240-241

Cram Quiz, 241-242

Cram Saver questions, 234-235

monitoring and controlling process group, 47

communications management

control communications process, 235-237

Cram Quiz, 241-242

Cram Saver questions, 234-235

cost management

control costs process, 226-227

Cram Saver questions, 224-225

earned value analysis, 228-229

explained, 44, 213

framework, 215-216

integration management

control scope process, 221-222

Cram Quiz, 222-223

Cram Saver questions, 214-215

factors that cause project change, 216-217

monitor and control project work, 217-218

perform integrated change control process, 218-219

project feedback loop, 219-220

validate scope process, 220

procurement management

control procurements process, 239-240

Cram Quiz, 241-242

Cram Saver questions, 234-235

quality management

control quality process, 229-230

Cram Quiz, 232-233

Cram Saver questions, 224-225

diagrams/charts to measure quality control, 230-231

risk management

control risks process, 237-239

Cram Quiz, 241-242

Cram Saver questions, 234-235

scope management

control scope process, 221-222

Cram Quiz, 222-223

Cram Saver questions, 214-215

factors that cause project change, 216-217

monitor and control project work, 217-218

perform integrated change control process, 218-219

project feedback loop, 219-220

validate scope process, 220

stakeholder management

control stakeholder engagement process, 240-241

Cram Quiz, 241-242

Cram Saver questions, 234-235

time management

control schedule process, 225-226

Cram Saver questions, 224-225

Most likely (tM) estimates, 124, 132

Motivation-hygiene theory, 195

motivation theories, 195-197

multi-criteria decision analysis, 191

mutual consent termination, 254

N

needs, hierarchy of, 195

negative risk, 163-164, 238

negotiation

human resources negotiation, 191

procurement negotiation, 207

net present value (NPV), 94

network diagrams, 118

precedence diagramming method (PDM), 119-120

project task information, 120-121

neutral level of stakeholder engagement, 175

norming phase (project teams), 193, 197

NPV (net present value), 94

O

objectives, management by, 93

OBS (organizational breakdown structure), 148

operations versus projects, 23

OPM3 (Organizational Project Management Maturity Model), 140

opportunity cost, 94

Optimistic (tO) estimates, 124, 132

organization risk, 158

organizational breakdown structure (OBS), 148

organizational frameworks

Cram Quiz, 36-37

Cram Saver questions, 31

enterprise environmental factors, 34-35

functional organizational structure, 33

matrix organizational structure, 33-34

organizational politics and influences, 32

organizational process assets, 35

projectized organizational structure, 33-34

organizational politics and influences, 32

organizational process assets, 35, 246

Organizational Project Management Maturity Model (OPM3), 140

Ouchi, William, 196

outputs

acquire project team process, 191

collect requirements process, 108

conduct procurements process, 206

control communications process, 236

control costs process, 226

control procurements process, 240

control quality process, 229

control risks process, 237

control schedule process, 225

control scope process, 221

control stakeholder engagement process, 241

create WBS process, 109

define activities process, 117

define scope process, 109

determine budget process, 133

develop project team process, 192

develop schedule process, 124

estimate activity duration process, 123

estimate activity resources process, 122

estimate cost process, 131

identify risks process, 160

manage communications process, 201

manage project team process, 195

manage stakeholder engagement process, 211

monitor and control project work process, 217

perform integrated change control process, 218

perform qualitative risk analysis process, 161

perform quality assurance process, 186

perform quantitative risk analysis process, 162

plan communications management process, 152

plan cost management process, 131

plan procurement management process, 169

plan quality management process, 138

plan risk management process, 158

plan risk responses process, 163

plan schedule management process, 116

plan scope management process, 108

plan stakeholder management process, 175

project management plan process, 104

sequence activities process, 118

validate scope process, 220

P

parametric estimating, 123, 132

Pareto, Vilfredo, 231

Pareto charts, 231

Pareto diagrams, 144

payback period, 94

PDCA (Plan–Do–Check–Act) cycle, 140-141

PDM (precedence diagramming method), 119-120

perform integrated change control process, 218-219

perform qualitative risk analysis process, 161-162

perform quality assurance process, 186

performance reporting, 203

performing phase (project teams), 193, 197

personnel assessment tools, 194

PERT (Program Evaluation and Review Technique), 124

Pessimistic (tP) estimates, 124, 132

phase criteria, closing, 250-252

plan communications management process, 152-153

plan cost management, 130-131

Plan–Do–Check–Act (PDCA) cycle, 140-141

plan human resource management process, 147-148

plan procurement management process, 169

plan quality management process, 138-139

plan risk management process, 158

plan risk responses process, 163-164

plan schedule management process, 116

plan scope management process, 107-108

plan stakeholder management process, 175

planned value, 227-228

planning process group

activity planning

Cram Quiz, 127-129

Cram Saver questions, 114-116

define activities process, 117

develop schedule process, 124-127

estimate activity durations process, 123-124

estimate activity resources process, 121-123

network diagrams, 118

plan schedule management process, 116

precedence diagramming method (PDM), 119-120

progressive elaboration, 117

project task information, 120-121

rolling wave planning, 117

sequence activities process, 117-118

communications management

communication channels, 153

Cram Quiz, 154

Cram Saver questions, 151

identifying and analyzing communications requirements, 152-153

plan communications management process, 152-153

Cram Quiz, 102

Cram Saver questions, 98

explained, 44, 97-101, 135

human resource management

Cram Quiz, 150

Cram Saver questions, 146

human resource planning tools, 148-149

plan human resource management process, 147-148

project manager responsibilities, 147

responsibility assignment (RACI) matrix, 148-149

staffing management plans, 149

integration management

Cram Quiz, 105

Cram Saver questions, 103

develop project management plan process, 103-104

knowledge areas, 47

process interactions, 99-100

procurement management

contract statement of work (SOW), 170

contract types, 170-172

Cram Quiz, 173

Cram Saver questions, 168

key principles, 168-169

make-or-buy decision, 169

plan procurement management process, 169

procurement management plan, 172

project cost estimating factors

Cram Quiz, 133-134

Cram Saver questions, 130

determine budget process, 132-133

estimate cost process, 131-132

plan cost management, 130-131

quality management

cost of quality (COQ), 141-142

Cram Quiz, 145

Cram Saver questions, 137

definition of quality, 139

Plan–Do–Check–Act (PDCA) cycle, 140-141

plan quality management process, 138-139

precision versus accuracy, 138

principles, 141

quality theories, 139-140

quality tools, 143-144

quality versus grade, 138

summary of quality management processes, 142

risk management

Cram Quiz, 165-167

Cram Saver questions, 155-156

decision tree analysis, 162-163

external risk, 158

identify risks process, 160

organization risk, 158

plan risk management process, 158

plan risk responses process, 163-164

PMI’s risk management philosophy, 156-157

project management risk, 158

qualitative risk analysis, 161-163

qualitative versus quantitative evaluation, 159

responses to positive and negative risk, 163-164

risk breakdown structure (RBS), 158

risk impact, 159

risk management methodology, 157

risk management plans, 157-158

risk monitoring and controlling, 165

risk probability, 158

risk register, 160

risk response planning, 157-158

risk triggers, 165

technical risk, 158

scope management

collect requirements process, 108

Cram Quiz, 112-113

Cram Saver questions, 106-107

define scope process, 109

plan scope management process, 107-108

work breakdown structure (WBS), 109-111

stakeholder management

analytical techniques, 175-176

Cram Quiz, 177

Cram Saver questions, 174

plan stakeholder management process, 175

stakeholder management plans, 176

plans

procurement management plans, 172

risk management plans, 157-158

risk response planning, 157-158

risk response plans, 157-158

staffing management plans, 149

stakeholder management plans, 176

PMBOK Guide, Fifth Edition, 25-27

PMI (Project Management Institute), 21

PMI Code of Ethics and Professional Conduct

aspirational standards, 56

core values, 55-56

Cram Quiz, 56-57

Cram Saver questions, 54

downloading, 55

fairness

aspirational standards, 67

conflict of interest, 68-71

Cram Quiz, 71-72

Cram Saver questions, 66

mandatory standards, 67

honesty

aspirational standards, 74

Cram Quiz, 75

Cram Saver questions, 73

mandatory standards, 74

qualifications, experience, and performance, 74

mandatory standards, 56

respect

aspirational standards, 62-63

Cram Quiz, 64-65

Cram Saver questions, 62

impact of, 63-64

mandatory standards, 63

responsibility

aspirational standards, 59

Cram Quiz, 61

Cram Saver questions, 58-59

ethics complaints, 60

mandatory standards, 59-60

responsible conduct, 60

PMI Practice Standard for Work Breakdown Structures, 110

PMIS (project management information system), 87

PMOs (project management offices), 24-25, 42

politics (organizational), 32

portfolios, 24

position descriptions, 148

positive risk, 163-164, 238

power, types of, 194

pre-assignment, 191

precedence diagramming method (PDM), 119-120

precision, 138

present value, 94

prevention, 141

preventive action, 182, 226

principles of quality management, 141

probability (risk), 158

process analysis, 187

process groups, 44, 47-48. See also individual processes (for example, validate scope process)

closing process group, 243

close procurements, 247-250

close project process flow, 245

closing projects or phase criteria, 250-252

Cram Quiz, 257-258

Cram Saver questions, 244

ending procurements or projects, 254-256

explained, 44, 245

final review meetings, 257

inputs, tools and techniques, 246-247

knowledge areas, 47

lessons learned, 252-253

executing process group

communications management, 200-204

explained, 44, 179

human resource management, 189-199

integration management, 180-184

knowledge areas, 47

procurement management, 205-209

quality management, 185-188

stakeholder management, 210-212

initiating process group

Cram Quiz, 82-83

Cram Saver questions, 78

explained, 44, 77

integration management, 84-88

knowledge areas, 47

project charters, 81

project manager assignment, 80

purpose of initiating projects, 79-80

stakeholder management, 89-91

what the project manager needs to know, 92-96

monitoring and controlling process group, 47

communications management, 235-237

cost management, 225-229

explained, 44, 213

integration management, 216-219

procurement management, 239-240

quality management, 229-232

risk management, 237-239

scope management, 220-222

stakeholder management, 240-241

time, cost, and quality management, 233

time management, 225-229

planning. See planning process group

process interaction customization, 49

process relationships, 45, 49

procurement audits, 250

procurement documents, 248

procurement management

close procurements, 247-250

conduct procurements process, 206

conduct procurements tools, 207-208

contract statement of work (SOW), 170

contract types, 170-172

control procurements process, 239-240

Cram Quizzes, 173, 209, 241-242

Cram Saver questions, 168, 205, 234-235

ending procurements or projects, 254-256

key principles, 168-169

make-or-buy decision, 169

plan procurement management process, 169

procurement management plan, 172

procurement negotiation, 207

procurement management plan, 172

procurement negotiation, 207

professional responsibility, 53

fairness

aspirational standards, 67

conflict of interest, 68-71

Cram Quiz, 71-72

Cram Saver questions, 66

mandatory standards, 67

honesty

aspirational standards, 74

Cram Quiz, 75

Cram Saver questions, 73

mandatory standards, 74

qualifications, experience, and performance, 74

PMI Code of Ethics and Professional Conduct

aspirational and mandatory conduct, 56

core values, 55-56

Cram Quiz, 56-57

Cram Saver questions, 54

downloading, 55

respect

aspirational standards, 62-63

Cram Quiz, 64-65

Cram Saver questions, 62

impact of, 63-64

mandatory standards, 63

taking responsibility

aspirational standards, 59

Cram Quiz, 61

Cram Saver questions, 58-59

ethics complaints, 60

mandatory standards, 59-60

responsible conduct, 60

Program Evaluation and Review Technique (PERT), 124

programs, 24

progressive elaboration, 117

project boundaries, 80

project charters

definition of, 81

develop project charter process, 84-86

purpose of, 81-82

Project Communications Management, 28

project conclusion states, 256

project constraints, 43-44

project cost estimating factors

Cram Quiz, 133-134

Cram Saver questions, 130

determine budget process, 132-133

estimate cost process, 131-132

plan cost management, 130-131

Project Cost Management, 28

project criteria, 23, 250-252

project feedback loop, 219-220

project goals, 23

Project Human Resource Management, 28

Project Integration Management, 28

project life cycles

closing process group, 47, 243

close procurements, 247-250

close project process flow, 245

closing projects or phase criteria, 250-252

Cram Quiz, 257-258

Cram Saver questions, 244

ending procurements or projects, 254-256

explained, 44, 245

final review meetings, 257

inputs, tools and techniques, 246-247

lessons learned, 252-253

Cram Quiz, 50-51

Cram Saver questions, 38

executing process group

communications management, 200-204

explained, 44, 179

human resource management, 189-199

integration management, 180-184

knowledge areas, 47

procurement management, 205-209

quality management, 185-188

stakeholder management, 210-212

explained, 38-41

initiating process group

Cram Quiz, 82-83

Cram Saver questions, 78

explained, 44, 77

integration management, 84-88

knowledge areas, 47

project charters, 81

project manager assignment, 80

purpose of initiating projects, 79-80

stakeholder management, 89-91

what the project manager needs to know, 92-96

monitoring and controlling process group, 47

communications management, 235-237

cost management, 225-229

explained, 44, 213

integration management, 216-219

procurement management, 239-240

quality management, 229-232

risk management, 237-239

scope management, 220-222

stakeholder management, 240-241

time, cost, and quality management, 233

time management, 225-229

planning. See planning process group

process interaction customization, 49

project constraints, 43-44

project management process relationships, 45

stakeholders, 41-42

Project Management framework

Cram Quiz, 30

Cram Saver questions, 22

definition of project management, 25

PMBOK Guide, Fifth Edition, 25-27

PMO (project management office), 24-25

portfolios, 24

programs, 24

project characteristics, 23

project management knowledge areas, 27-29

programs, 24

project management information system (PMIS), 87

Project Management Institute (PMI), 21

project management methodology, 87

project management offices (PMOs), 24-25, 42

project management plans, 246-248

develop project management plan process, 103-104

project management process groups, 47-48

project management process relationships, 45, 49

project management risk, 158

project management teams, 41

project managers, 41-42, 251

assigning, 80

what the project manager needs to know

accounting concepts for initiating process, 94-95

Cram Quiz, 96

Cram Saver questions, 92

management by objectives (MBO), 93

project planning. See planning process group

Project Procurement Management, 28

Project Quality Management, 28

Project Risk Management, 28

Project Scope Management, 28

project selection

accounting concepts, 94

benefit measurement methods, 86

mathematical models, 86

project sponsors, 251

Project Stakeholder Management, 28

project stakeholders

customers, 41

definition of, 41

influencers, 42

performing organization, 41

PMOs (project management offices), 42

project management teams, 41

project managers, 41-42

project team members, 41

sponsors, 41

stakeholder management

analytical techniques, 175-176

control stakeholder engagement process, 240-241

Cram Quizzes, 91, 177, 212, 241-242

Cram Saver questions, 89, 174, 210, 234-235

identify stakeholders process, 89-90

manage stakeholder engagement process, 211

plan stakeholder management process, 175

stakeholder management plans, 176

what the project manager needs to know, 92-95

users, 41

project task information, 120-121

project teams, 41

acquire project team process, 190-191

develop project team process, 192-194

manage project team process, 194-197

motivation theories, 195-196

Tuckman’s model of team formation, 196-197

types of power, 194

virtual teams, 191

Project Time Management, 28

projects versus operations, 23

projectized organizational structure, 33-34

proposal evaluation techniques, 207-208

purchase orders, 171

pure risks, 239

Q

qualitative evaluation, 159

qualitative risk analysis, 161-163

quality assurance team, 252

quality management, 43

control quality process, 229-230

cost of quality (COQ), 141-142

Cram Quiz, 145, 187-188, 232-233

Cram Saver questions, 137, 185, 224-225

definition of quality, 139

diagrams/charts to measure quality control, 230-231

perform quality assurance process, 186

Plan–Do–Check–Act (PDCA) cycle, 140-141

plan quality management process, 138-139

precision versus accuracy, 138

principles, 141

process analysis, 187

quality audits, 187

quality control measurements, 186

quality metrics, 186

quality theories, 139-140

quality tools, 143-144

cause-and-effect diagrams, 143

checksheets, 144

control charts, 144

flowcharts, 144

histograms, 144

Pareto diagrams, 144

scatter diagrams, 144

quality versus grade, 138

summary of quality management processes, 142

quantitative evaluation, 159

R

RACI (responsibility assignment) matrix, 148-149

RAM (responsibility assignment matrix), 148

RBS (resource breakdown structure), 148

RBS (risk breakdown structure), 158

recognition, 193

referent power, 194

relationships, project management process relationships, 45

resistant level of stakeholder engagement, 175

resource allocation, 127

resource breakdown structure (RBS), 148

resource leveling, 127

resources, 43

respect

aspirational standards, 62-63

Cram Quiz, 64-65

Cram Saver questions, 62

impact of, 63-64

mandatory standards, 63

responses to positive and negative risk, 163-164

responsibility, 53

fairness

aspirational standards, 67

conflict of interest, 68-71

Cram Quiz, 71-72

Cram Saver questions, 66

mandatory standards, 67

honesty

aspirational standards, 74

Cram Quiz, 75

Cram Saver questions, 73

mandatory standards, 74

qualifications, experience, and performance, 74

PMI Code of Ethics and Professional Conduct

aspirational and mandatory conduct, 56

core values, 55-56

Cram Quiz, 56-57

Cram Saver questions, 54

downloading, 55

respect

aspirational standards, 62-63

Cram Quiz, 64-65

Cram Saver questions, 62

impact of, 63-64

mandatory standards, 63

taking responsibility

aspirational standards, 59

Cram Quiz, 61

Cram Saver questions, 58-59

ethics complaints, 60

mandatory standards, 59-60

responsible conduct, 60

responsibility assignment matrix (RAM), 148

responsibility assignment (RACI) matrix, 148-149

responsible conduct, 60

review meetings, 257

reward power, 194

rewards, 193

risk breakdown structure (RBS), 158

risk management, 43

business risks, 239

control risks process, 237-239

Cram Quiz, 165-167, 241-242

Cram Saver questions, 155-156, 234-235

decision tree analysis, 162-163

external risk, 158

identify risks process, 160

negative risk, 238

organization risk, 158

plan risk management process, 158

plan risk responses process, 163-164

PMI’s risk management philosophy, 156-157

positive risk, 238

project management risk, 158

pure risks, 239

qualitative risk analysis, 161-163

qualitative versus quantitative evaluation, 159

responses to positive and negative risk, 163-164

risk breakdown structure (RBS), 158

risk impact, 159

risk management methodology, 157

risk management plans, 157-158

risk monitoring and controlling, 165

risk probability, 158

risk register, 160

risk response planning, 157-158, 163-164

risk symptoms, 165

risk triggers, 165

technical risk, 158

rolling wave planning, 117

S

scatter diagrams, 144

schedule performance index (SPI), 229

scheduled performance index, 227

scheduled variance, 227

schedules, 43

controlling, 225-226

develop schedule process, 124-125

critical path, 125

float, 126-127

resource allocation, 127

resource leveling, 127

what-if scenarios, 127

schedule performance index (SPI), 229

scope baseline, 221

scope management, 43

baselines, 221

collect requirements process, 108

control scope process, 221-222

Cram Quiz, 112-113, 222-223

Cram Saver questions, 106-107, 214-215

define scope process, 109

factors that cause project change, 216-217

monitor and control project work, 217-218

perform integrated change control process, 218-219

plan scope management process, 107-108

project feedback loop, 219-220

validate scope process, 220

work breakdown structure (WBS), 109-111

SEI (Software Engineering Institute), 140

selecting projects

accounting concepts, 94

benefit measurement methods, 86

mathematical models, 86

sequence activities process, 117-118

service-level agreements (SLAs), 239-240

Share response (risk), 164

situational leadership, 196

Six Sigma, 140

SLAs (service-level agreements), 239-240

social responsibility, 53

fairness

aspirational standards, 67

conflict of interest, 68-71

Cram Quiz, 71-72

Cram Saver questions, 66

mandatory standards, 67

honesty

aspirational standards, 74

Cram Quiz, 75

Cram Saver questions, 73

mandatory standards, 74

qualifications, experience, and performance, 74

PMI Code of Ethics and Professional Conduct

aspirational and mandatory conduct, 56

core values, 55-56

Cram Quiz, 56-57

Cram Saver questions, 54

downloading, 55

respect

aspirational standards, 62-63

Cram Quiz, 64-65

Cram Saver questions, 62

impact of, 63-64

mandatory standards, 63

taking responsibility

aspirational standards, 59

Cram Quiz, 61

Cram Saver questions, 58-59

ethics complaints, 60

mandatory standards, 59-60

responsible conduct, 60

Software Engineering Institute (SEI), 140

SOW (statement of work), 170

SPI (schedule performance index), 229

sponsors, 41

staffing management plans, 149

stakeholder management

analytical techniques, 175-176

control stakeholder engagement process, 240-241

Cram Quizzes, 91, 177, 212, 241-242

Cram Saver questions, 89, 174, 210, 234-235

identify stakeholders process, 89-90

manage stakeholder engagement process, 211

plan stakeholder management process, 175

stakeholder management plans, 176

what the project manager needs to know

accounting concepts for initiating process, 94-95

Cram Quiz, 96

Cram Saver questions, 92

management by objectives (MBO), 93

stakeholder management plans, 176

stakeholders

customers, 41

definition of, 41

influencers, 42

manage stakeholder engagement process, 211

performing organization, 41

PMOs (project management offices), 42

project management teams, 41

project managers, 41-42

project team members, 41

sponsors, 41

stakeholder management

analytical techniques, 175-176

control stakeholder engagement process, 240-241

Cram Quizzes, 91, 177, 212, 241-242

Cram Saver questions, 89, 174, 210, 234-235

identify stakeholders process, 89-90

manage stakeholder engagement process, 211

plan stakeholder management process, 175

stakeholder management plans, 176

what the project manager needs to know, 92-96

users, 41

start-to-finish dependency, 120

start-to-start dependency, 120

starvation, 256

statement of work (SOW), 170

storming phase (project teams), 193, 197

straight-line depreciation, 95

strong matrix, 33-34

structures

functional organizational structure, 33

matrix organizational structure, 33-34

projectized organizational structure, 33-34

subsidiary project management plans, 104

successful contract completion, 254

sunk costs, 95

supportive level of stakeholder engagement, 175

supportive PMOs (project management offices), 25

T

Taylor, F. W., 140

team-building activities, 193

team members, 252

teams (project)

acquire project team process, 190-191

develop project team process, 192-194

manage project team process, 194-197

motivation theories, 195-196

Tuckman’s model of team formation, 196-197

types of power, 194

virtual teams, 191

technical problems, 250

technical risk, 158

techniques

acquire project team process, 191

analytical techniques, 207

close procurements, 248

closing process group, 246-247

collect requirements process, 108

conduct procurements process, 206

control communications process, 236

control costs process, 226

control procurements process, 240

control quality process, 229

control risks process, 237

control schedule process, 225

control scope process, 221

control stakeholder engagement process, 241

create WBS process, 109

define activities process, 117

define scope process, 109

determine budget process, 133

develop project team process, 192

develop schedule process, 124

direct and manage project work process, 181

estimate activity duration process, 123

estimate activity resources process, 122

estimate cost process, 131

identify risks process, 160

manage communications process, 201

manage project team process, 195

manage stakeholder engagement process, 211

monitor and control project work process, 217

perform integrated change control process, 218

perform qualitative risk analysis process, 161

perform quality assurance process, 186

perform quantitative risk analysis process, 162

plan communications management process, 152

plan cost management process, 131

plan procurement management process, 169

plan quality management process, 138

plan risk management process, 158

plan risk responses process, 163

plan schedule management process, 116

plan scope management process, 108

plan stakeholder management process, 175

project management plan process, 104

sequence activities process, 118

validate scope process, 220

technology (communication), 201

temporary nature of projects, 23

Theory X, 196

Theory Y, 196

Theory Z, 196

three-point estimating, 124, 132

time and material (T&M) contracts, 171

time management

control schedule process, 225-226

Cram Saver questions, 224-225

T&M (time and material) contracts, 171

tools

acquire project team process, 191

close procurements, 248

closing process group, 246-247

collect requirements process, 108

conduct procurements process, 206-207

control communications process, 236

control costs process, 226

control procurements process, 240

control quality process, 229

control risks process, 237

control schedule process, 225

control scope process, 221

control stakeholder engagement process, 241

create WBS process, 109

define activities process, 117

define scope process, 109

determine budget process, 133

develop project team process, 192

develop schedule process, 124

direct and manage project work process, 181

estimate activity duration process, 123

estimate activity resources process, 122

estimate cost process, 131

human resource planning tools, 148-149

identify risks process, 160

manage communications process, 201

manage project team process, 195

manage stakeholder engagement process, 211

monitor and control project work process, 217

perform integrated change control process, 218

perform qualitative risk analysis process, 161

perform quality assurance process, 186

perform quantitative risk analysis process, 162

plan communications management process, 152

plan cost management process, 131

plan procurement management process, 169

plan quality management process, 138

plan risk management process, 158

plan risk responses process, 163

plan schedule management process, 116

plan scope management process, 108

plan stakeholder management process, 175

project management plan process, 104

sequence activities process, 118

validate scope process, 220

total quality management (TQM), 140

TQM (total quality management), 140

training, 193

Transfer response (risk), 164

triangular distribution, 124

triggers (risk), 165, 239

Tuckman, Bruce, 196

Tuckman’s model of team formation, 196-197

U-V

unaware level of stakeholder engagement, 175

users, 41

valence, 196

validate scope process, 220

values

earned value, 227-229

IRR (internal rate of return), 94

NPV (net present value), 94

planned value, 227-228

present value, 94

variable costs, 95

variance

at completion, 227

identifying with earned value analysis, 228-229

vendor replacement plan, 249

virtual teams, 191

Vroom, Victor, 196

W-X-Y-Z

war room, 193

warning signs, 165

WBS (work breakdown structure), 109-111, 221-222, 246

weak matrix, 33-34

what-if scenarios, 127

work breakdown structure (WBS), 109-111, 221-222, 246

work packages, 110, 221-222, 246

working capital, 95

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