內容簡介
第6版首次加納入了在敏捷或者適應型環境中套用良好項目管理實踐的指南。各章節(或知識領域)現在有4個引導部分:核心概念、趨勢和新興實踐、剪裁考慮因素、敏捷或適應型環境中需要考慮的因素。 第6版格外重視項目管里中的戰略與業務知識方面,前三章對涉及項目管理的業務文檔進行了討論第6版增加了一個有關項目經理角色的新章節, 專門討論“PMI?人才三角”及組織對項目經理的技能組合要求, 這些技能讓項目經理更具競爭力, 並且在技術、領導能力、戰略和商業管理方面更有相關性。第6版相比5版, 增加了一個項目管理標準(美國國家標準:ASBI/PMI99-001-2017),這也是第6版比第5版增加篇幅的主要原因。 第6版內容與敏捷項目管理由密切的相關性,PMI也首次推出了《敏捷項目實踐指南》。 《敏捷項目實踐指南》中英文版將於2018年6月由電子工業出版社出版。 本書利用一種專利防偽印刷技術印刷,旨在防止未經授權擅自複製。紙張為灰色,而不是白色。複印或掃描本書頁面時,背景中隱藏的警告信息就會顯示出來。這種安全措施旨在阻止一切對本書的非法複製或偽造企圖。
圖書目錄
Table of Contents
PART 1.
A Guide to the Project Management Body of Knowledge (PMBOK? Guide)
1. Introduction............................................................................................................................1
1.1 Overview and Purpose of this Guide.................................................................................1
1.1.1 The Standard for Project Management................................................................2
1.1.2 Common Vocabulary.............................................................................................3
1.1.3 Code of Ethics and Professional Conduct............................................................3
1.2 Foundational Elements......................................................................................................4
1.2.1 Projects..................................................................................................................4
1.2.2 The Importance of Project Management............................................................10
1.2.3 Relationship of Project, Program, Portfolio,and Operations Management.............11
1.2.4 Components of the Guide....................................................................................17
1.2.5 Tailoring...............................................................................................................28
1.2.6 Project Management Business Documents.......................................................29
2. THE ENVIRONMENT IN WHICH PROJECTS OPERATE................................................37
2.1 Overview..........................................................................................................................37
2.2 Enterprise Environmental Factors..................................................................................38
2.2.1 EEFs Internal to the Organization.......................................................................38
2.2.2 EEFs External to the Organization......................................................................39
2.3 Organizational Process Assets.......................................................................................39
2.3.1 Processes, Policies, and Procedures..................................................................40
2.3.2 Organizational Knowledge Repositories............................................................41
2.4 Organizational Systems..................................................................................................42
2.4.1 Overview..............................................................................................................42
2.4.2 Organizational Governance Frameworks...........................................................43
2.4.3 Management Elements.......................................................................................44
2.4.4 Organizational Structure Types..........................................................................45
3. THE ROLE OF THE PROJECT MANAGER..................................................................... 51
3.1 Overview..........................................................................................................................51
3.2 Definition of a Project Manager......................................................................................52
3.3 The Project Manager’s Sphere of Influence...................................................................52
3.3.1 Overview..............................................................................................................52
3.3.2 The Project..........................................................................................................53
3.3.3 The Organization.................................................................................................54
3.3.4 The Industry........................................................................................................55
3.3.5 Professional Discipline.......................................................................................56
3.3.6 Across Disciplines...............................................................................................56
3.4 Project Manager Competences.............................................................................. 56
3.4.1 Overview..............................................................................................................56
3.4.2 Technical Project Management Skills................................................................58
3.4.3 Strategic and Business Management Skills......................................................58
3.4.4 Leadership Skills.................................................................................................60
3.4.5 Comparison of Leadership and Management....................................................64
3.5 Performing Integration............................................................................................. 66
3.5.1 Performing Integration at the Process Level.....................................................67
3.5.2 Integration at the Cognitive Level.......................................................................67
3.5.3 Integration at the Context Level.........................................................................67
3.5.4 Integration and Complexity................................................................................68
4. PROJECT INTEGRATIONMANAGEMENT...................................................................69
4.1 Develop Project Charter..................................................................................................75
4.1.1 Develop Project Charter: Inputs..........................................................................77
4.1.2 Develop Project Charter: Tools and Techniques.................................................79
4.1.3 Develop Project Charter: Outputs.......................................................................81
4.2 Develop Project Management Plan.................................................................................82
4.2.1 Develop Project Management Plan: Inputs........................................................83
4.2.2 Develop Project Management Plan: Tools and Techniques...............................85
4.2.3 Develop Project Management Plan: Outputs......................................................86
4.3 Direct and Manage Project Work....................................................................................90
4.3.1 Direct and Manage Project Work: Inputs...........................................................92
4.3.2 Direct and Manage Project Work: Tools and Techniques..................................94
4.3.3 Direct and Manage Project Work: Outputs.........................................................95
4.4 Manage Project Knowledge............................................................................................98
4.4.1 Manage Project Knowledge: Inputs..................................................................100
4.4.2 Manage Project Knowledge: Tools and Techniques.........................................102
4.4.3 Manage Project Knowledge: Outputs...............................................................104
4.5 Monitor and Control Project Work................................................................................105
4.5.1 Monitor and Control Project Work: Inputs........................................................107
4.5.2 Monitor and Control Project Work: Tools and Techniques...............................110
4.5.3 Monitor and Control Project Work: Outputs.....................................................112
4.6 Perform Integrated Change Control..............................................................................113
4.6.1 Perform Integrated Change Control: Inputs.....................................................116
4.6.2 Perform Integrated Change Control: Tools and Techniques............................118
4.6.3 Perform Integrated Change Control: Outputs...................................................120
4.7 Close Project or Phase..................................................................................................121
4.7.1 Close Project or Phase: Inputs..........................................................................124
4.7.2 Close Project or Phase: Tools and Techniques.................................................126
4.7.3 Close Project or Phase: Outputs.......................................................................127
5. PROJECT SCOPE MANAGEMENT............................................................................ 129
5.1 Plan Scope Management...............................................................................................134
5.1.1 Plan Scope Management: Inputs......................................................................135
5.1.2 Plan Scope Management: Tools and Techniques.............................................136
5.1.3 Plan Scope Management: Outputs...................................................................137
5.2 Collect Requirements....................................................................................................138
5.2.1 Collect Requirements: Inputs...........................................................................140
5.2.2 Collect Requirements: Tools and Techniques..................................................142
5.2.3 Collect Requirements: Outputs.........................................................................147
5.3 Define Scope..................................................................................................................150
5.3.1 Define Scope: Inputs.........................................................................................152
5.3.2 Define Scope: Tools and Techniques................................................................153
5.3.3 Define Scope: Outputs.......................................................................................154
5.4 Create WBS....................................................................................................................156
5.4.1 Create WBS: Inputs...........................................................................................157
5.4.2 Create WBS: Tools and Techniques..................................................................158
5.4.3 Create WBS: Outputs.........................................................................................161
5.5 Validate Scope...............................................................................................................163
5.5.1 Validate Scope: Inputs......................................................................................165
5.5.2 Validate Scope: Tools and Techniques.............................................................166
5.5.3 Validate Scope: Outputs....................................................................................166
5.6 Control Scope................................................................................................................167
5.6.1 Control Scope: Inputs........................................................................................169
5.6.2 Control Scope: Tools and Techniques...............................................................170
5.6.3 Control Scope: Outputs.....................................................................................170
6. PROJECT SCHEDULE MANAGEMENT...................................................................173
6.1 Plan Schedule Management.........................................................................................179
6.1.1 Plan Schedule Management: Inputs.................................................................180
6.1.2 Plan Schedule Management: Tools and Techniques........................................181
6.1.3 Plan Schedule Management: Outputs..............................................................181
6.2 Define Activities.............................................................................................................183
6.2.1 Define Activities: Inputs....................................................................................184
6.2.2 Define Activities: Tools and Techniques...........................................................184
6.2.3 Define Activities: Outputs.................................................................................185
6.3 Sequence Activities.......................................................................................................187
6.3.1 Sequence Activities: Inputs..............................................................................188
6.3.2 Sequence Activities: Tools and Techniques.....................................................189
6.3.3 Sequence Activities: Outputs............................................................................194
6.4 Estimate Activity Durations...........................................................................................195
6.4.1 Estimate Activity Durations: Inputs..................................................................198
6.4.2 Estimate Activity Durations: Tools and Techniques.........................................200
6.4.3 Estimate Activity Durations: Outputs...............................................................203
6.5 Develop Schedule..........................................................................................................205
6.5.1 Develop Schedule: Inputs.................................................................................207
6.5.2 Develop Schedule: Tools and Techniques........................................................209
6.5.3 Develop Schedule: Outputs...............................................................................217
6.6 Control Schedule...........................................................................................................222
6.6.1 Control Schedule: Inputs...................................................................................224
6.6.2 Control Schedule: Tools and Techniques..........................................................226
6.6.3 Control Schedule: Outputs................................................................................228
7. PROJECT COST MANAGEMENT............................................................................. 231
7.1 Plan Cost Management.................................................................................................235
7.1.1 Plan Cost Management: Inputs.........................................................................236
7.1.2 Plan Cost Management: Tools and Techniques................................................237
7.1.3 Plan Cost Management: Outputs......................................................................238
7.2 Estimate Costs...............................................................................................................240
7.2.1 Estimate Costs: Inputs......................................................................................241
7.2.2 Estimate Costs: Tools and Techniques.............................................................243
7.2.3 Estimate Costs: Outputs....................................................................................246
7.3 Determine Budget..........................................................................................................248
7.3.1 Determine Budget: Inputs.................................................................................250
7.3.2 Determine Budget: Tools and Techniques........................................................252
7.3.3 Determine Budget: Outputs..............................................................................254
7.4 Control Costs.................................................................................................................257
7.4.1 Control Costs: Inputs.........................................................................................259
7.4.2 Control Costs: Tools and Techniques................................................................260
7.4.3 Control Costs: Outputs......................................................................................268
8. PROJECT QUALITY MANAGEMENT......................................................................... 271
8.1 Plan Quality Management.............................................................................................277
8.1.1 Plan Quality Management: Inputs....................................................................279
8.1.2 Plan Quality Management: Tools and Techniques...........................................281
8.1.3 Plan Quality Management: Outputs..................................................................286
8.2 Manage Quality..............................................................................................................288
8.2.1 Manage Quality: Inputs.....................................................................................290
8.2.2 Manage Quality: Tools and Techniques............................................................292
8.2.3 Manage Quality: Outputs...................................................................................296
8.3 Control Quality...............................................................................................................298
8.3.1 Control Quality: Inputs......................................................................................300
8.3.2 Control Quality: Tools and Techniques.............................................................302
8.3.3 Control Quality: Outputs....................................................................................305
9. PROJECT RESOURCE MANAGEMENT............................................................. 307
9.1 Plan Resource Management.........................................................................................312
9.1.1 Plan Resource Management: Inputs................................................................314
9.1.2 Plan Resource Management: Tools and Techniques........................................315
9.1.3 Plan Resource Management: Outputs..............................................................318
9.2 Estimate Activity Resources.........................................................................................320
9.2.1 Estimate Activity Resources: Inputs.................................................................322
9.2.2 Estimate Activity Resources: Tools and Techniques........................................324
9.2.3 Estimate Activity Resources: Outputs..............................................................325
9.3 Acquire Resources........................................................................................................328
9.3.1 Acquire Resources: Inputs................................................................................330
9.3.2 Acquire Resources: Tools and Techniques.......................................................332
9.3.3 Acquire Resources: Outputs.............................................................................333
9.4 Develop Team................................................................................................................336
9.4.1 Develop Team: Inputs........................................................................................339
9.4.2 Develop Team: Tools and Techniques...............................................................340
9.4.3 Develop Team: Outputs.....................................................................................343
9.5 Manage Team................................................................................................................345
9.5.1 Manage Team: Inputs........................................................................................347
9.5.2 Manage Team: Tools and Techniques...............................................................348
9.5.3 Manage Team: Outputs.....................................................................................350
9.6 Control Resources.........................................................................................................352
9.6.1 Control Resources: Inputs.................................................................................354
9.6.2 Control Resources: Tools and Techniques........................................................356
9.6.3 Control Resources: Outputs..............................................................................357
10. PROJECT COMMUNICATIONS MANAGEMENT...................................................... 359
10.1 Plan Communications Management...........................................................................366
10.1.1 Plan Communications Management: Inputs..................................................368
10.1.2 Plan Communications Management: Tools and Techniques.........................369
10.1.3 Plan Communications Management: Outputs................................................377
10.2 Manage Communications...........................................................................................379
10.2.1 Manage Communications: Inputs...................................................................381
10.2.2 Manage Communications: Tools and Techniques..........................................383
10.2.3 Manage Communications: Outputs................................................................387
10.3 Monitor Communications............................................................................................388
10.3.1 Monitor Communications: Inputs...................................................................390
10.3.2 Monitor Communications: Tools and Techniques..........................................391
10.3.3 Monitor Communications: Outputs.................................................................392
11. PROJECT RISK MANAGEMENT........................................................................ 395
11.1 Plan Risk Management...............................................................................................401
11.1.1 Plan Risk Management: Inputs.......................................................................402
11.1.2 Plan Risk Management: Tools and Techniques..............................................404
11.1.3 Plan Risk Management: Outputs....................................................................405
11.2 Identify Risks...............................................................................................................409
11.2.1 Identify Risks: Inputs......................................................................................411
11.2.2 Identify Risks: Tools and Techniques.............................................................414
11.2.3 Identify Risks: Outputs....................................................................................417
11.3 Perform Qualitative Risk Analysis..............................................................................419
11.3.1 Perform Qualitative Risk Analysis: Inputs......................................................421
11.3.2 Perform Qualitative Risk Analysis: Tools and Techniques.............................422
11.3.3 Perform Qualitative Risk Analysis: Outputs...................................................427
11.4 Perform Quantitative Risk Analysis............................................................................428
11.4.1 Perform Quantitative Risk Analysis: Inputs...................................................430
11.4.2 Perform Quantitative Risk Analysis: Tools and Techniques..........................431
11.4.3 Perform Quantitative Risk Analysis: Outputs.................................................436
11.5 Plan Risk Responses...................................................................................................437
11.5.1 Plan Risk Responses: Inputs..........................................................................439
11.5.2 Plan Risk Responses: Tools and Techniques.................................................441
11.5.3 Plan Risk Responses: Outputs........................................................................447
11.6 Implement Risk Responses.........................................................................................449
11.6.1 Implement Risk Responses: Inputs................................................................450
11.6.2 Implement Risk Responses: Tools and Techniques.......................................451
11.6.3 Implement Risk Responses: Outputs.............................................................451
11.7 Monitor Risks...............................................................................................................453
11.7.1 Monitor Risks: Inputs......................................................................................455
11.7.2 Monitor Risks: Tools and Techniques.............................................................456
11.7.3 Monitor Risks: Outputs...................................................................................457
12. PROJECT PROCUREMENT MANAGEMENT.......................................................... 459
12.1 Plan Procurement Management.................................................................................466
12.1.1 Plan Procurement Management: Inputs.........................................................468
12.1.2 Plan Procurement Management: Tools and Techniques................................472
12.1.3 Plan Procurement Management: Outputs......................................................475
12.2 Conduct Procurements................................................................................................482
12.2.1 Conduct Procurements: Inputs.......................................................................484
12.2.2 Conduct Procurements: Tools and Techniques..............................................487
12.2.3 Conduct Procurements: Outputs....................................................................488
12.3 Control Procurements.................................................................................................492
12.3.1 Control Procurements: Inputs.........................................................................495
12.3.2 Control Procurements: Tools and Techniques................................................497
12.3.3 Control Procurements: Outputs......................................................................499
13. PROJECT STAKEHOLDER MANAGEMENT....................................................... 503
13.1 Identify Stakeholders..................................................................................................507
13.1.1 Identify Stakeholders: Inputs..........................................................................509
13.1.2 Identify Stakeholders: Tools and Techniques.................................................511
13.1.3 Identify Stakeholders: Outputs.......................................................................514
13.2 Plan Stakeholder Engagement....................................................................................516
13.2.1 Plan Stakeholder Engagement: Inputs...........................................................518
13.2.2 Plan Stakeholder Engagement: Tools and Techniques..................................520
13.2.3 Plan Stakeholder Engagement: Outputs.........................................................522
13.3 Manage Stakeholder Engagement..............................................................................523
13.3.1 Manage Stakeholder Engagement: Inputs.....................................................525
13.3.2 Manage Stakeholder Engagement: Tools and Techniques............................526
13.3.3 Manage Stakeholder Engagement: Outputs...................................................528
13.4 Monitor Stakeholder Engagement..............................................................................530
13.4.1 Monitor Stakeholder Engagement: Inputs.....................................................532
13.4.2 Monitor Stakeholder Engagement: Tools and Techniques.............................533
13.4.3 Monitor Stakeholder Engagement: Outputs...................................................535
references............................................................................................................................ 537
PART 2.
The Standard For Project Management
1. Introduction........................................................................................................................541
1.1 Projects and Project Management................................................................................542
1.2 Relationships Among Portfolios, Programs, and Projects...........................................543
1.3 Linking Organizational Governance and Project Governance.....................................545
1.4 Project Success and Benefits Management.................................................................546
1.5 The Project Life Cycle....................................................................................................547
1.6 Project Stakeholders.....................................................................................................550
1.7 Role of the Project Manager..........................................................................................552
1.8 Project Management Knowledge Areas.......................................................................553
1.9 Project Management Process Groups..........................................................................554
1.10 Enterprise Environmental Factors and Organizational Process Assets....................557
1.11 Tailoring the Project Artifacts.....................................................................................558
2. INITIATING PROCESS GROUP........................................................................ ...... ......561
2.1 Develop Project Charter................................................................................................563
2.2 Identify Stakeholders....................................................................................................563
2.2.1 Project Management Plan Components...........................................................564
2.2.2 Project Documents Examples...........................................................................564
2.2.3 Project Management Plan Updates..................................................................564
2.2.4 Project Documents Updates.............................................................................564
3. PLANNING PROCESS GROUP...............................................................................565
3.1 Develop Project Management Plan...................................................................... 567
3.2 Plan Scope Management........................................................................................ 567
3.2.1 Project Management Plan Components...........................................................568
3.3 Collect Requirements.............................................................................................. 568
3.3.1 Project Management Plan Components...........................................................568
3.3.2 Project Documents Examples...........................................................................569
3.4 Define Scope........................................................................................................... 569
3.4.1 Project Management Plan Components...........................................................569
3.4.2 Project Documents Examples...........................................................................569
3.4.3 Project Documents Updates.............................................................................570
3.5 Create WBS............................................................................................................. 570
3.5.1 Project Management Plan Components...........................................................570
3.5.2 Project Documents Examples...........................................................................571
3.5.3 Project Documents Updates.............................................................................571
3.6 Plan Schedule Management...................................................................................571
3.6.1 Project Management Plan Components...........................................................572
3.7 Define Activities..........