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PMP Planning Process Group

 
[ From PMBOK5...]
The Planning Process Group consists of those processes performed to establish the total scope of the effort, define and refine the objectives, and develop the course of action required to attain those objectives. The key benefit of this Process Group is to delineate the strategy and tactics as well as the course of action or path to successfully complete the project or phase.

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Process No. Project Management Process(es) Inputs Tools & Techniques Outputs
4.2 Develop Project Management Plan
  1. Project charter
  2. Ouputs from other processes
  3. Enterprise environmental factors
  4. Organizational process assets
  1. Expert judgment
  2. Faciliation techniques
  1. Project management plan
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Process No. Project Management Process(es) Inputs Tools & Techniques Outputs
5.1 Plan Scope Management
  1. Project management plan
  2. Project charter
  3. Enterprise environmental factors
  4. Organizational process assets
  1. Expert judgment
  2. Meetings
  1. Scope management plan
  2. Requirements management plan
5.2 Collect requirements
  1. Scope management plan
  2. Requirements management plan
  3. Stakeholder management plan
  4. Project charter
  5. Stakeholder register
  1. Interviews
  2. Focus groups
  3. Facilitated workshops
  4. Group creativity techniques
  5. Group decision-making technique
  6. Questionnaires and surveys
  7. Observations
  8. Prototypes
  9. Benchmarking
  10. Context diagrams
  11. Document analysis
  1. Requirements documentation
  2. Requirements traceability matrix
5.3 Define Scope
  1. Scope management plan
  2. Project charter
  3. Requirements documentation
  4. Organizational process assets
  1. Expert judgment
  2. Product analysis
  3. Alternatives generation
  4. Facilitated workshops
  1. Project scope statement
  2. Project document updates
5.4 Create WBS
  1. Scope management plan
  2. Project scope statement
  3. Requirements documentation
  4. Enterprise environmental factors
  5. Organizational process assets
  1. Decomposition
  2. Expert judgment
  1. Scope baseline
  2. Project documents updates
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Process No. Project Management Process(es) Inputs Tools & Techniques Outputs
6.1 Plan Schedule Management
  1. Project management plan
  2. Project charter
  3. Enterprise environmental factors
  4. Organizational process assets
  1. Expert judgment
  2. Analytical techniques
  3. Meetings
  1. Schedule management plan
6.2 Define Activities
  1. Schedule management plan
  2. Scope baseline
  3. Enterprise environmental factors
  4. Organizational process assets
  1. Decomposition
  2. Rolling wave planning
  3. Expert judgment
  1. Activity list
  2. Activity attributes
  3. Milestone list
6.3 Sequence Activities
  1. Schedule management plan
  2. Activity list
  3. Activity attributes
  4. Milestone list
  5. Project scope statement
  6. Enterprise environmental factors
  7. Organizational process assets
  1. Precendence diagramming method (PDM)
  2. Dependency determination
  3. Leads and lags
  1. Project schedule network diagrams
  2. Project documents updates
6.4 Estimate Activity Resources
  1. Schedule management plan
  2. Activity list
  3. Activity attributes
  4. Resource calendars
  5. Risk register
  6. Activity cost estimates
  7. Enterprise environmental factors
  8. Organizational process assets
  1. Expert judgment
  2. Alternative analysis
  3. Published estimating data
  4. Bottom-up estimating
  5. Project management software
  1. Activity resource requirements
  2. Resource breakdown structure
  3. Project documents updates
6.5 Estimate Activity Durations
  1. Schedule management plan
  2. Activity list
  3. Activity attributes
  4. Resource calendars
  5. Project scope statement
  6. Risk register
  7. Resource breakdown structure
  8. Enterprise environmental factors
  9. Organizational process assets
  1. Expert judgment
  2. Analogous estimating
  3. Parametric estimating
  4. Three-point estimating
  5. Group decision-making techniques
  6. Reserve analysis
  1. Activity duration estimates
  2. Project documents updates
6.6 Develop Schedule
  1. Schedule management plan
  2. Activity list
  3. Activity attributes
  4. Project schedule network diagrams
  5. Activity resource requirements
  6. Resource calendars
  7. Activity duration estimates
  8. Project scope statement
  9. Risk register
  10. Project staff assignments
  11. Resource breakdown structure
  12. Enterprise environmental factors
  13. Organizational proccess assets
  1. Schedule network analysis
  2. Critical path method
  3. Critical chain method
  4. Resource optimization techniques
  5. Modeling techniques
  6. Leads and tags
  7. Schedule compression
  8. Scheduling tool
  1. Schedule baseline
  2. Project schedule
  3. Schedule data
  4. Project calendars
  5. Project management plan updates
  6. Project documents updates
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Process No. Project Management Process(es) Inputs Tools & Techniques Outputs
7.1 Plan Cost Management
  1. Project management plan
  2. Project charter
  3. Enterprise environmental factors
  4. Organizational process assets
  1. Expert judgement
  2. Analytical techniques
  3. Meetings
  1. Cost management plan
7.2 Estimate costs
  1. Cost management plan
  2. Human resource management plan
  3. Scope baseline
  4. Project schedule
  5. Risk register
  6. Enterprise environmental factors
  7. Organizational process assets
  1. Expert judgment
  2. Analogous estimating
  3. Parametric estimating
  4. Bottom-up estimating
  5. Three-point estimating
  6. Reserve analysis
  7. Cost of quality
  8. Project management software
  9. Vendor bid analysis
  10. Group decision-making techniques
  1. Activity cost estimates
  2. Basis of estimates
  3. Project documents updates
7.3 Determine budget
  1. Cost management plan
  2. Scope baseline
  3. Activity cost estimates
  4. Basis of estimates
  5. Project schedule
  6. Resource calendars
  7. Risk register
  8. Agreements
  9. Organizational process assets
  1. Cost aggregation
  2. Reserve analysis
  3. Expert judgment
  4. Historical relationships
  5. Funding limit reconciliation
  1. Cost baseline
  2. Project funding requirements
  3. Project documents updates
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Process No. Project Management Process(es) Inputs Tools & Techniques Outputs
8.1 Plan Quality Management
  1. Project management plan
  2. Stakeholder register
  3. Risk register
  4. Requirements documentation
  5. Enterprise environmental factors
  6. Organizational process assets
  1. Cost-benefit analysis
  2. Cost of quality
  3. Seven basic quality tools
  4. Benchmarking
  5. Design of experiments
  6. Statistical sampling
  7. Additional quality planning tools
  8. Meetings
  1. Quality management plan
  2. Process improvement plan
  3. Quality metrics
  4. Quality checklists
  5. Project documents updates
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Process No. Project Management Process(es) Inputs Tools & Techniques Outputs
9.1 Plan Human Resource Management
  1. Project management plan
  2. Activity resource requirements
  3. Enterprise environmental factors
  4. Organizational process assets
  1. Organization charts and position description
  2. Networking
  3. Organizational theory
  4. Expert judgment
  5. Meetings
  1. Human resource management plan
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Process No. Project Management Process(es) Inputs Tools & Techniques Outputs
10.1 Plan Communications Management
  1. Project management plan
  2. Stakeholder register
  3. Enterprise environmental factors
  4. Organizational process assets
  1. Communication requirements analysis
  2. Communication technology
  3. Communication models
  4. Communication methods
  5. Meetings
  1. Communication management plan
  2. Project documents updates
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Process No. Project Management Process(es) Inputs Tools & Techniques Outputs
11.1 Plan Risk Management
  1. Project management plan
  2. Project charter
  3. Stakeholder register
  4. Enterprise environmental factors
  5. Organizational process assets
  1. Analytical techniques
  2. Expert judgment
  3. Meetings
  1. Risk management plan
11.2 Identify Risks
  1. Risk management plan
  2. Cost management plan
  3. Schedule management plan
  4. Quality management plan
  5. Human resource management plan
  6. Scope baseline
  7. Activity cost estimates
  8. Activity duration estimates
  9. Stakeholder register
  10. Project documents
  11. Procurement documents
  12. Enterprise environmental factors
  13. Organizational process assets
  1. Documentation reviews
  2. Information gathering techniques
  3. Checklist analysis
  4. Assumptions analysis
  5. Diagramming techniques
  6. SWOT Analysis
  7. Expert judgement
  1. Risk register
11.3 Perform Qualitative Risk Analysis
  1. Risk management plan
  2. Scope baseline
  3. Risk register
  4. Enteprise environmental factors
  5. Organizational process assets
  1. Risk probability and impact assessment
  2. Probability and impact matrix
  3. Risk data quality assessment
  4. Risk categorization
  5. Risk urgency assessment
  6. Expert judgment
  1. Project documents updates
11.4 Perform Quantitative Risk Analysis
  1. Risk management plan
  2. Cost management plan
  3. Schedule management plan
  4. Risk register
  5. Enterprise environmental factors
  6. Organizational process assets
  1. Data gathering and representation techniques
  2. Quantitative risk analysis and modeling techniques
  3. Expert judgment
  1. Project documents updates
11.5 Plan Risk Responses
  1. Risk management plan
  2. Risk register
  1. Strategies for negative risks or threats
  2. Strategies for positive risks or threats
  3. Contingent response strategies
  4. Expert judgment
  1. Project management plan updates
  2. Project documents updates
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Process No. Project Management Process(es) Inputs Tools & Techniques Outputs
12.1 Plan Procurement Management
  1. Project management plan
  2. Requirements documentation
  3. Risk register
  4. Activity resource requirements
  5. Project schedule
  6. Activity cost estimates
  7. Stakeholder register
  8. Enterprise environmental factors
  9. Organizational process assets
  1. Make-or-buy analysis
  2. Expert judgment
  3. Market research
  4. Meetings
  1. Procurement management plan
  2. Procurement statement of work
  3. Procurement documents
  4. Source selection criteria
  5. Make-or-buy decisions
  6. Change requests
  7. Project document updates
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Process No. Project Management Process(es) Inputs Tools & Techniques Outputs
13.2 Plan Stakeholder Management
  1. Project management plan
  2. Stakeholder register
  3. Enterprise environmental factors
  4. Organizational process assets
  1. Expert judgment
  2. Meetings
  3. Analytical techniques
  1. Stakeholder managment plan
  2. Project document updates
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