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PMBOK Guide 4th Edition

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亚博APP入口An American National Standard ANSI/PMI 99-001-2008 Project Management Institute A Guide to the Project ? MAnAGeMent Body of KnowledGe (PMBOK ?Guide)—Fourth EditionThis copy is a PMI member benefit, not for distribution, sale or reproduction. ISBN: 978-1-933890-51-7 Published by: ?Project Management Institute, Inc.14 Campus BoulevardNewtown Square, Pennsylvania 19073-3299 USA.Phone: +610-356-4600Fax: +610-356-4647E-mail: customercare@pmi.org Internet: www.PMI.org/Marketplace ?2008 Project Management Institute, Inc. All rights reserved. “PMI”, the PMI logo, “PMP”, the PMP logo, “PMBOK”, “PgMP”, “Project Management Journal”, “PM Network”, and the PMI ?Today logo are registered marks of Project Management Institute, Inc. The Quarter Globe Design is a trademark of the Project ?Management Institute, Inc. For a comprehensive list of PMI marks, contact the PMI Legal Department. ?PMI Publications welcomes corrections and comments on its books. Please feel free to send comments on typographical, ?formatting, or other errors. Simply make a copy of the relevant page of the book, mark the error, and send it to: Book Editor, ?PMI Publications, 14 Campus Boulevard, Newtown Square, PA 19073-3299 USA. To inquire about discounts for resale or educational purposes, please contact the PMI Book Service Center.PMI Book Service CenterP .O. Box 932683, Atlanta, GA 31193-2683 ?USAPhone: 1-866-276-4764 (within the U.S. or Canada) or +1-770-280-4129 (globally)Fax: +1-770-280-4113 E-mail: book.orders@pmi.org Printed in the United States of America. No part of this work may be reproduced or transmitted in any form or by any means, ?electronic, manual, photocopying, recording, or by any information storage and retrieval system, without prior written ?permission of the publisher. The paper used in this book complies with the Permanent Paper Standard issued by the National Information Standards ?Organization (Z39.48—1984). 10 ?9 ?8 ?7 ?6 ?5 ?4 ?3 ?2 ? Cert no. SW-COC-001530This copy is a PMI member benefit, not for distribution, sale or reproduction. notice The Project Management Institute, Inc. (PMI) standards and guideline publications, of which the document ?contained herein is one, are developed through a voluntary consensus standards development process. This ?process brings together volunteers and/or seeks out the views of persons who have an interest in the topic ?covered by this publication. While PMI administers the process and establishes rules to promote fairness in ?the development of consensus, it does not write the document and it does not independently test, evaluate, ?or verify the accuracy or completeness of any information or the soundness of any judgments contained in its ?standards and guideline publications. PMI disclaims liability for any personal injury, property or other damages of any nature whatsoever, whether ?special, indirect, consequential or compensatory, directly or indirectly resulting from the publication, use of ?application, or reliance on this document. PMI disclaims and makes no guaranty or warranty, expressed or ?implied, as to the accuracy or completeness of any information published herein, and disclaims and makes no ?warranty that the information in this document will fulfill any of your particular purposes or needs. ?PMI does ?not undertake to guarantee the performance of any individual manufacturer or seller’s products or services by ?virtue of this standard or guide. In publishing and making this document available, PMI is not undertaking to render professional or other ?services for or on behalf of any person or entity, nor is PMI undertaking to perform any duty owed by any person ?or entity to someone else. Anyone using this document should rely on his or her own independent judgment ?or, as appropriate, seek the advice of a competent professional in determining the exercise of reasonable care ?in any given circumstances. Information and other standards on the topic covered by this publication may ?be available from other sources, which the user may wish to consult for additional views or information not ?covered by this publication. PMI has no power, nor does it undertake to police or enforce compliance with the contents of this document. ? PMI does not certify, test, or inspect products, designs, or installations for safety or health purposes. Any ?certification or other statement of compliance with any health or safety-related information in this document ?shall not be attributable to PMI and is solely the responsibility of the certifier or maker of the statement.This copy is a PMI member benefit, not for distribution, sale or reproduction.This copy is a PMI member benefit, not for distribution, sale or reproduction. I A Guide to the Project Management Body of Knowledge (PMBOK ?Guide) — Fourth Edition ?2008 Project Management Institute, 14 Campus Blvd., Newtown Square, PA 19073-3299 USA Table of ConTenTs Preface to the fourth edItIon ..................................................................................... XXII SectIon I - the Project ManageMent fraMework ........................................................1 chaPter 1 - IntroductIon ...................................................................................................3 1.1 Purpose of the PMBOK ?Guide ?............................................................................... 4 1.2 ?what is a Project?.................................................................................................... 5 1.3 ?what is Project Management? ................................................................................ 6 1.4 ? relationships among Project Management, ? Program Management, and Portfolio Management ............................................... 7 1.4.1 ?Portfolio Management ................................................................................. 8 1.4.2 ?Program Management ................................................................................. 9 1.4.3 ?Projects and Strategic Planning................................................................ 10 1.4.4 ?Project Management office ....................................................................... 11 1.5 ?Project Management and operations Management ............................................. 12 1.6 ?role of a Project Manager ..................................................................................... 13 1.7 ?Project Management Body of knowledge............................................................. 13 1.8 ?enterprise environmental factors ......................................................................... 14 chaPter 2 - Project LIfe cycLe and organIzatIon .....................................................15 2.1 ?the Project Life cycle—overview ........................................................................ 15 2.1.1 ?characteristics of the Project Life cycle................................................... 16 2.1.2 ?Product vs. Project Life cycle relationships ............................................ 18 2.1.3 ?Project Phases ........................................................................................... 18 2.2 Projects vs. operational work ............................................................................... 22 2.3 Stakeholders .......................................................................................................... 23 2.4 ?organizational Influences on Project Management ............................................. 27 2.4.1 organizational cultures and Styles ............................................................. 27 2.4.2 organizational Structure .............................................................................. 28 2.4.3 ?organizational Process assets .................................................................. 32This copy is a PMI member benefit, not for distribution, sale or reproduction. II A Guide to the Project Management Body of Knowledge (PMBOK ?Guide) — Fourth Edition ?2008 Project Management Institute, 14 Campus Blvd., Newtown Square, PA 19073-3299 USA SectIon II - the Standard for Project ManageMent of a Project ........................35 chaPter 3 - Project ManageMent ProceSSeS for a Project ..................................37 3.1 ?common Project Management Process Interactions ........................................... 39 3.2 ?Project Management Process groups .................................................................. 41 3.3 ?Initiating Process group ........................................................................................ 44 3.3.1 ?develop Project charter ............................................................................. 45 3.3.2 Identify Stakeholders ................................................................................ 46 3.4 ?Planning Process group ........................................................................................ 46 3.4.1 ?develop Project Management Plan ........................................................... 48 3.4.2 ?collect requirements ................................................................................ 49 3.4.3 ?define Scope .............................................................................................. 49 3.4.4 ?create wBS ................................................................................................ 49 3.4.5 ?define activities ......................................................................................... 50 3.4.6 ?Sequence activities ................................................................................... 50 3.4.7 ?estimate activity resources ...................................................................... 50 3.4.8 ?estimate activity durations ....................................................................... 51 3.4.9 ?develop Schedule ...................................................................................... 51 3.4.10 ?estimate costs ........................................................................................... 52 3.4.11 ?determine Budget ...................................................................................... 52 3.4.12 Plan Quality ................................................................................................ 52 3.4.13 ?develop human resource Plan ................................................................. 53 3.4.14 ?Plan communications ................................................................................ 53 3.4.15 ?Plan risk Management .............................................................................. 53 3.4.16 Identify risks ............................................................................................. 54 3.4.17 ?Perform Qualitative risk analysis ............................................................. 54 3.4.18 ?Perform Quantitative risk analysis .......................................................... 54 3.4.19 ?Plan risk responses ?................................................................................ 55 3.4.20 ?Plan Procurements .................................................................................... 55 3.5 ?executing Process group ...................................................................................... 55 3.5.1 direct and Manage Project execution ?...................................................... 57 3.5.2 ?Perform Quality assurance ........................................................................ 57 3.5.3 ?acquire Project team ................................................................................ 57 taBLe of contentSThis copy is a PMI member benefit, not for distribution, sale or reproduction. III A Guide to the Project Management Body of Knowledge (PMBOK ?Guide) — Fourth Edition ?2008 Project Management Institute, 14 Campus Blvd., Newtown Square, PA 19073-3299 USA 3.5.4 ?develop Project team ................................................................................ 58 3.5.5 ?Manage Project team ................................................................................ 58 3.5.6 ?distribute Information ............................................................................... 58 3.5.7 ?Manage Stakeholder expectations ........................................................... 59 3.5.8 ?conduct Procurements .............................................................................. 59 3.6 ?Monitoring and controlling Process group .......................................................... 59 3.6.1 ?Monitor and control Project work ............................................................. 61 3.6.2 ?Perform Integrated change control .......................................................... 61 3.6.3 ?Verify Scope ............................................................................................... 61 3.6.4 ?control Scope ............................................................................................. 62 3.6.5 ?control Schedule........................................................................................ 62 3.6.6 ?control costs .............................................................................................. 62 3.6.7 ?Perform Quality control ............................................................................. 63 3.6.8 ?report Performance ................................................................................... 63 3.6.9 ?Monitor and control risks ......................................................................... 63 3.6.10 ?administer Procurements ......................................................................... 64 3.7 ?closing Process group .......................................................................................... 64 3.7.1 close Project or Phase ............................................................................... 65 3.7.2 ?close Procurements .................................................................................. 65 SectIon III - the Project ManageMent knowLedge areaS.........................................67 Introduction .................................................................................................................... 69 data flow diagrams ....................................................................................................... 69 chaPter 4 - Project IntegratIon ManageMent ...........................................................71 4.1 ?develop Project charter ........................................................................................ 73 4.1.1 ?develop Project charter: Inputs ................................................................ 75 4.1.2 develop Project charter: tools and techniques ....................................... 77 4.1.3 ?develop Project charter: outputs .............................................................. 77 4.2 ?develop Project Management Plan ............................

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