CSC 443- Lecture 1- The Project Management Framework

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    LECTURE 1THE PROJECT MANAGEMENT FRAMEWORK 2

    Instructor: Dr. Safwan QasemCourse: CSC 443: IT Project Management

    1

    Spring 2011-

    2012

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    Lecture Overview

    This lecture is related to the contents ofChapter 1 & 2 in the PMBOK Guide: What is a Project?

    Whats the need for a PM standard?

    Relationship between project, program, andportfolio management.

    Role of the project manager.

    Project life cycle and its relationship to theproduct life cycle.

    Project phases and their relationship to eachother

    Overview of organizational structure, andimpact on PM.

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    What is a project?

    A project is a temporary endeavor undertaken tocreate a unique product, service, or result. The

    temporary nature of projects indicates a definite

    beginning and end., PMBOK Guide, 4thed, 2008.

    Temporary does not necessarily mean short in duration.

    Temporary does not generally apply to the product,

    service, or result created by the project. Progressive Elaboration is one of the main

    characteristics of the project.

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    What is a project?

    A project is different from day-to-day business.

    The ongoing work effort is generally a repetitiveprocess because it follows an organizations existing

    procedures. A project creates a unique product, service, or

    result, although repetitive elements may be presentin it.

    because of the unique nature of projects, there maybe uncertainties about the products, services, orresults that the project creates.

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    What is a project?

    A project should have a formal start.

    A project should have a formal closure / end.

    The end is reached when:

    The stakeholders expectations are met or exceeded, or

    The project is terminated because its objectives will not

    or cannot be met, or The project is terminated because the need for it no

    longer exists.

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    What is a project?

    To determine if some activity is a project or not, ask the

    questions:

    Is it unique?

    Does the project have a limited time frame?

    Is there a way to determine when the project is completed?

    Is there a way to determine stakeholder satisfaction?

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    Project Stakeholders

    Stakeholders are those people or organizations with a

    vested interest in the project. They have something to

    either gain or lose as a result of the project.

    Stakeholders often have very different or conflictingobjectives.

    Key stakeholders should be identified and contacted

    early on to get their input for the project overview,

    goals, and deliverables

    Forgetting an important stakeholder could be a

    project killer.

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    Project Stakeholders

    Theproject sponsor , generally an executive in the organization with the

    authority to assign resources and enforce decisions regarding the project.

    He is a stakeholder.

    The customer is a stakeholder as are contractors and suppliers.

    The project manager and the managers from other departments in the

    organization are stakeholders as well.

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    Cost, Risk and uncertainty vs. Time

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    What is Project Management?

    The answer to "What is project management? is

    described throughout the PMBOK Guide.

    It can involve technical terms and processes, but it also

    involves roles and responsibilities and authority level.

    The application of knowledge, skills, tools, and

    techniques to describe, organize, execute, and monitorthe work of project activities in order to meet or exceed

    stakeholder requirements from a project.

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    PMBOK Process Groups

    Initiatingdefines and authorizes a project or a project phase

    Planningdefines and refines objectives and plans actions to

    achieve objectives

    Executingdirects and manages people and other resources toaccomplish project work

    Monitoringand controllingcollects data and checks progress

    to determine any needed corrective actions

    Closingformalized acceptance of project outcomes and ending

    the project

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    What is Project Management?

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    Managing a project typically includes:

    Identifying requirements,

    Addressing the various needs, concerns, and expectations ofthe stakeholders as the project is planned and carried out,

    Balancing the competing project constraints including, but notlimited to: Scope,

    Quality,

    Schedule,

    Budget,

    Resources, and

    Risk.

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    PMBOK Knowledge Areas

    PMI defined 42 project management processes to handle all

    aspects of a project life.

    The 42 processes are logically grouped in 9 knowledge areas:

    Scope managementdetermining all the work and only the work necessary for project

    completion;

    Time managementdefining, sequencing, estimating duration, and resourcing work activities as

    well as developing and controlling the schedule;

    Cost managementplanning, estimating, budgeting, and controlling costs;

    Quality managementquality planning, assurance, and control;

    Human Resources managementacquiring, developing, and managing the project team;

    Communications managementgenerating, collecting, disseminating, storing, and disposing oftimely and appropriate project information;

    Risk managementrisk identification, analysis, response planning, and monitoring and control;

    Procurement managementpurchasing or acquiring product and services as well as contract

    management; and

    Integration managementunifying and coordinating the other knowledge areas by creating and

    using tools such as charters, project plans, and change control.

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    What is Project Management?

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    PM processes apply to the 5

    phases of a project life:

    1. Initiating,

    2.

    Planning,

    3. Executing,

    4. Monitoring and

    Controlling, and

    5.

    Closing.

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    Project Sponsor

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    A sponsor is the person or group that provides thefinancial resources, in cash or in kind, for the project.

    When a project is first conceived, the sponsorchampions the project. This includes serving asspokesperson to higher levels of management to gathersupport throughout the organization and promote thebenefits that the project will bring.

    The sponsor a significant role in the development of theinitial scope and charter.

    For issues that are beyond the control of the projectmanager, the sponsor serves as an escalation path.

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    Project, Program and Portfolio

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    A program is defined as a group of related projectsmanaged in a coordinated way to obtain benefits andcontrol not available from managing them individually.A project may or may not be part of a program but a

    program will always have projects.. A portfolio refers to a collection of projects or

    programs and other work that are grouped together tofacilitate effective management of that work to meet

    strategic business objectives. The projects or programsof the portfolio may not necessarily be interdependentor directly related

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    Portfolio, Program, Project, and Subproject

    Relationships

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    Project Management Office (PMO)

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    A project management office (PMO) is an

    organizational body or entity assigned various

    responsibilities related to the centralized and

    coordinated management of those projects under itsdomain. The responsibilities of a PMO can range

    from providing project management support

    functions to actually being responsible for the direct

    management of a project.

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    Project Management Office (PMO)

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    A primary function of a PMO is to support project managers in avariety of ways which may include, but are not limited to:

    Identifying and developing project management methodology, bestpractices, and standards;

    Developing and managing project policies, procedures, templates,and other shared documentation (organizational process assets);

    Coaching, mentoring, training, and oversight;

    Monitoring compliance with project management standards, policies,procedures, and templates via project audits;

    Managing shared resources across all projects administered by thePMO; and

    Coordinating communication across projects.

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    What is Project Managers Role

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    Project managers are assigned by the performingorganization to achieve the project objectives.

    Project manager is in charge of all aspects of the projectincluding, but not limited to:

    Developing the project management plan and all relatedcomponent plans,

    Keeping the project on track in terms of schedule and budget,

    Identifying, monitoring, and responding to risk, and

    Providing accurate and timely reporting of project metrics. The project manager is the lead person responsible for

    communicating with all stakeholders, particularly the projectsponsor, project team, and other key stakeholders.

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    Project Triple-Constraint

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    Scope/ Quality

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    Project Constraints

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    Scope

    Time Cost

    Quality Risk

    Customer Satisfaction

    Team Members

    Satisfaction

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    Project Goals and Constraints

    Projects are undertaken to accomplish specific goals

    Scope and quality measure performance and

    should result in outputs that satisfy customers

    Consider scope and quality subject to be constraintsof time and cost

    Scopethe sum of all products, services, and results to be

    provided by the project. PMBOK Guide

    Qualitythe degree to which a set of inherent characteristics

    fulfills requirements. PMBOK Guide

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    Project Goals and Constraints

    Obstacles or challenges may limit the ability to

    perform

    Opportunities may allow projects to exceed original

    expectations. Project Managers (PMs) decide which goals and

    constraints take precedence

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    Successful Projects

    Project success is creating deliverables that include all of the agreed uponfeatures

    Outputs please the projects customers.

    Customers use the outputs effectively as they do their work (meet qualitygoals)

    The project should be completed on schedule and on budget (meet timeand cost constraints).

    Completed without heroics

    People who work on the project should learn new skills and/or refine

    existing skills.

    Organizational learning should take place and be captured for futureprojects.

    Reap business-level benefits such as development of new products,increased market share, increased profitability, decreased cost, etc.

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    Why Projects Fail ?

    Not enough resources are available for projectcompletion.

    Not enough time has been given to the project.

    Project expectations are unclear. Changes in the scope are not understood or agreed

    upon by all parties involved.

    Stakeholders disagree regarding expectations for

    the project.

    Adequate project planning is not used.

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    Project Customer Tradeoff Matrix

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    Project Life Cycle

    All projects go through predictable stages called a

    project life cycle.

    Life cycle allows for control to assure that the

    project is proceeding in a satisfactory manner andthat the results are likely to serve its customers

    intended purposeProject life cyclea collection of generally sequential project phases

    whose name and number are determined by the control needs of theorganization or organizations involved in the project. PMBOK Guide

    customerthe person or organization that will use the projects product

    or service or result. PMBOK Guide

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    Project Life Cycle Stages

    Initiatingwhen a project is proposed, planned at a highlevel, and key participants commit to it in broad terms

    Planningstarts after the initial commitment, includes detailedplanning, and ends when all stakeholders accept the entiredetailed plan

    Executingincludes authorizing, executing, monitoring, andcontrolling work until the customer accepts the projectdeliverables

    Closingall activities after customer acceptance to ensureproject is completed, lessons are learned, resources arereassigned, and contributions are recognized.

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    Project Life Cycle Stages

    Most companies insist that a project must pass an

    approval of some kind to move from one stage to

    the next

    The project life cycle is highly formalized and veryspecific

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    Project Life Cycle Stages

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    Life Cycle for Quality Improvement Projects

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    Good Project Managers Skills

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    Communication skills

    Organizational and Planning Skills

    Budgeting Skills

    Problem Solving and Decision making

    Negotiating and Influencing

    Leadership Skills

    Team Building and Human Resources

    NOT to please everyone!!!

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    Soft Skills and Hard Skills

    Soft skills include communication and leadership

    activities.

    Hard skills include risk analysis, quality control,

    scheduling, and budgeting work A successful project manager needs both soft and

    hard skills along with the judgment of when each is

    more necessary. Training, experience, and mentoring are

    instrumental in developing necessary skills.

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    Project Organizational Structure

    There are 3 major types of organizations:

    Functional Organizations

    Projectized Organizations

    Matrix OrganizationsWeak Matrix organizations

    Strong Matrix organizations

    Balanced Matrix organizations

    Variations and combinations may exist. The level of authority the project manager enjoys is

    denoted by the organizational structure

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    Functional Organization

    Project

    Coordinator

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    Functional Organization

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    Organizations is centered on specialties and grouped by

    function.

    Each department will do its project work independent of others.

    Each employee reports to only one manager.

    It is important to know and respect the chain of command.

    Project managers have little to no formal authority.

    Good communication, interpersonal, and influencing skills on the

    part of the project manager are required to bring about asuccessful project under this structure.

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    Functional Organization

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    Advantages Disadvantages

    Enduring organizational structure.Project manager has little to no formal

    authority.

    Clear career path with separation of

    functions allowing specialty skills to

    flourish.

    Multiple projects compete for limited

    resources and priority.

    Employees have one supervisor with a

    clear chain of command.

    Project team members are loyal to the

    functional manager.

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    Projectized Organization

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    Projectized Organization

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    Projectized organizations are nearly the opposite offunctional organizations. It aims to develop loyalty tothe project, not to a functional manager.

    The focus of this type of organization is the projectitself.

    Most of the organizations resources are involved inproject work,

    Team members are often co-located, Project managers have a great deal of independence

    and authority.

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    Matrix Organization

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    Matrix organizations are a blend of functional andprojectized characteristics.

    Weak matrix maintains many of the characteristics of afunctional organization, and the project manager role ismore of a coordinator or expediter than that of a trueproject manager.

    Strong matrix has many of the characteristics of theprojectized organization, and can have full-time projectmanagers with considerable authority and full-time projectadministrative staff.

    Balanced matrix organization recognizes the need for aproject manager, it does not provide the project managerwith the full authority over the project and project funding.

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    Matrix Organization

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    Employees in a matrix organization report to one functionalmanager and at least one project manager.

    Itspossible that employees could report to multiple projectmanagers if they are working on multiple projects at onetime.

    Functional managers pick up the administrative portion ofthe duties and assign employees to projects. They alsomonitor the work of their employees on the various projects.

    Project managers are responsible for executing the project

    and giving out work assignments based on project activities. Project managers and functional managers share the

    responsibility of performance reviews for the employee.

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    Strong Matrix Organization

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    The project managers have a great power.

    They have the ability to strong-arm the functional

    managers into giving up their best resources for

    projects. When competing for resources, project managers

    may negotiate resources among each other.

    Functional Manager handles only the administrativeaspect of his employees life.

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    Strong Matrix Organization

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    Weak Matrix Organization

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    The functional managers have all the power in thisstructure.

    Project managers are really project coordinators or

    expeditors with part-time responsibilities on projectsin a weak matrix organization.

    Project managers have little to no authority, just likein the functional organization.

    On the other hand, the functional managers have alot of authority and make all the work assignments.The project manager simply expedites the project.

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    Weak Matrix Organization

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    Balanced Matrix Organization

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    Project Management vs. Organization

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    Functional Weak MatrixBalanced

    MatrixStrong Matrix Pure Project

    Persons

    Authority in

    Projects

    No Authority Some Authority Moderate to

    Low Authority

    High to

    Moderate

    Authority

    High Authority

    Managers Timein Role

    Part Time Part Time Full Time Full Time Full Time

    Common Titles

    for Manager

    Project

    Coordinator,

    Project Leader

    Project

    Coordinator,

    Project Leader

    Project

    Manager,

    Project

    Manager,

    Program

    Manager

    Project

    Manager,

    Program

    Manager

    % of ProjectTeam Assigned

    Full-Time

    0% 15% 50% 75% 100%

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    Project Expediter, Coordinator, Manager

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    Depending on the type of Organization, the project managers role andpower can be very limited

    Project Expediter

    acts primarily as a staff assistant

    as communications coordinator.

    cannot personally make or enforce decisions.

    Project Coordinator has some power to make decisions Has some authority

    reports to a higher-level manager

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    Organizational Structure

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    Advantages Disadvantages

    Functional Easier management of specialists Team members report to only one

    supervisor

    Similar resources are centralized, as

    the company is grouped by specialties

    Clearly defined career paths in areas ofwork specialization

    People place more emphasis on their

    functional specialty to the detriment of the

    project

    No career path in project management

    The project manager has little or no

    authority

    Projectized Efficient project organization Loyalty to the project

    More effective communication than

    functional

    No home when project is completed

    Lack of professionalism in disciplines

    Duplication of facilities and job functions

    Less efficient use of resources

    Matrix Highly visible project objectives Improved project manager control over

    resources

    More support from functional area

    Maximum utilization of scarce resources

    Better coordination

    Extra administration is required

    More than one boss for project teams

    More complex to monitor and control

    Tougher problems with resource allocation

    Need extensive policies and procedures

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    Project Roles

    Project Executive-Level Roles

    Project Management-Level Roles

    Project Associate-Level Roles

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    Project Executive-Level Roles

    The steering team

    The top leader (CEO) and his/her direct reports

    Select, prioritize, and resource projects in accordance

    with the organizations strategic planning Ensure that accurate progress is reported and

    necessary adjustments are made.

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    Project Executive-Level Roles

    The chief projects officer

    Keeper, facilitator, and improver of the project

    management system

    Responsible for project standards, methods, training,documentation

    Either on the leadership team or one rung down in the

    organization

    Project Management Office (PMO)an organizational body or entityassigned various responsibilities related to the centralized and coordinated

    management of those projects within its domain. The responsibilities of the

    PMO can range from providing project management support functions to

    actually being responsible for the direct management of a project.

    PMBOK Guide

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    Project Executive-Level Roles

    The sponsor

    The sponsor is often a member of the leadership team

    Has a strong interest in having the project succeed

    Some financial control

    Clout in the organization

    The power of influence

    Takes an active role in chartering the project and reviewing progress

    reports

    Takes a behind-the-scenes role in mentoring and assisting the projectmanager throughout the project life.

    Sponsorthe person or group that provides the financial resources, in cash

    or in kind, for the project. PMBOK Guide

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    Project Management-Level Roles

    Project manager Directly accountable for the project results, schedule,

    and budget

    The main communicator

    Responsible for the planning and execution of the

    project

    Works on the project from start to finish.

    The project manager often must get things done throughthe power of influence since his or her formal power

    may be limited.Project managerthe person assigned by the performing organization toachieve the project objectives. PMBOK Guide

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    Project Management-Level Roles

    Functional manager

    The department headsthe ongoing managers of the

    organization

    Determine how the work of the project is to beaccomplished

    Supervise that work

    Negotiate with the project manager regarding which

    workers are assigned to the project

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    Project Management-Level Roles

    Facilitator

    Helps the project manager with the process of running

    meetings and making decisions

    Frees the project manager to concentrate on the contentof the project

    The facilitator concentrates on the process.

    A facilitator helps the PM understand organizational

    politics and provides suggestions on how to handlesituations.

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    Project Management-Level Roles

    Senior customer representative

    Ensures that the needs and wants of the various

    constituents in the customers organization are identified

    and prioritized Ensures that project progress and decisions continually

    support the customers desires.

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    Project Associate-Level Roles

    Core team member

    People assigned to a project from start to finish

    The core team does most of the planning and makes

    most of the project level decisions. A small core team is ideal since people will then be less

    likely to fight.

    Projects often require help from other people during

    busy times.

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    Project Associate-Level Roles

    Subject matter experts

    Temporary members that are brought on board during

    busy times

    Used on an as-needed basis. Not present during the charter development and

    signing

    May have neither dedication to nor detailed

    knowledge of the project.

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    Organizational Process Assets

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    Processes & Procedures Organizational standard processes such as standards, policies

    Standardized guidelines, work instruction, proposal evaluation criteria, and performancemeasurement criteria

    Templates

    Financial control procedures

    Procedures for prioritizing, approving, and issuing work authorization Etc.

    Corporate Knowledge Base Process measurement databases

    Project files

    Historical information & lesson learned knowledge bases

    Issue and defect management databases

    Configuration management knowledge bases

    Financial databases

    Etc.

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    Qualifying to take PMP Exam

    To take the PMP exam, candidates must meetrequirements as outlined by PMI (the Project

    Management Institute):

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    Keynotes64

    Be able to describe the difference between projects and

    operations. A project is temporary in nature with a definite

    beginning and ending date. Operations are ongoing.

    Be able to denote some of the skills every good project manager

    should possess. Communication, budgeting, organizational, problemsolving, negotiation and influencing, leading, and team building.

    Be able to differentiate the different organizational structures.

    Organizations are usually structured in some combination of the

    following: functional, projectized, and matrix (including weak matrix,

    balanced matrix, and strong matrix).

    Be able to name the five project management processes. Initiation,

    Planning, Executing, Controlling, and Closing.