PMBOK Guide

A Guide to the Project Management Body of Knowledge (PMBOK Guide) is a book which presents a set of standard terminology and guidelines for project management. The Fifth Edition (2013) is the document resulting from work overseen by the Project Management Institute (PMI). Earlier versions were recognized as standards by the American National Standards Institute (ANSI) which assigns standards in the United States (ANSI/PMI 99-001-2008) and the Institute of Electrical and Electronics Engineers (IEEE 1490-2011).[

he PMBOK Guide is process-based, meaning it describes work as being accomplished by processes. This approach is consistent with other management standards such as ISO 9000 and the CMMI Institute‘s CMMI. Processes overlap and interact throughout a project or its various phases. Processes are described in terms of:

  • Inputs (documents, plans, designs, etc.)
  • Tools and Techniques (mechanisms applied to inputs)
  • Outputs (documents, plans, designs, etc.)

A Guide to the Project Management Body of Knowledge — Fifth Edition provides guidelines for managing individual projects and defines project management related concepts. It also describes the project management life cycle and its related processes, as well as the project life cycle.[3]

The Guide recognizes 47 processes that fall into five basic process groups and ten knowledge areas that are typical of most projects, most of the time.

  • The five process groups are:
  1. Initiating : Those processes performed to define a new project or a new phase of an existing project by obtaining authorization to start the project or phase.
  2. Planning : Those processes required to establish the scope of the project, refine the objectives, and define the course of action required to attain the objectives that the project was undertaken to achieve.
  3. Executing : Those processes performed to complete the work defined in the project management plan to satisfy the project specifications
  4. Monitoring and Controlling : Those processes required to track, review, and regulate the progress and performance of the project; identify any areas in which changes to the plan are required; and initiate the corresponding changes.
  5. Closing : Those processes performed to finalize all activities across all Process Groups to formally close the project or phase.
  • The ten knowledge areas are:
  1. Project Integration Management : Project Integration Management includes the processes and activities needed to identify, define, combine, unify, and coordinate the various processes and project management activities within the Project Management Process Groups.
  2. Project Scope Management : Project Scope Management includes the processes required to ensure that the project includes all the work required, and only the work required, to complete the project successfully.
  3. Project Time Management : Project Time Management includes the processes required to manage the timely completion of the project.
  4. Project Cost Management : Project Cost Management includes the processes involved in planning, estimating, budgeting, financing, funding, managing, and controlling costs so that the project can be completed within the approved budget.
  5. Project Quality Management : Project Quality Management includes the processes and activities of the performing organization that determine quality policies, objectives, and responsibilities so that the project will satisfy the needs for which it was undertaken.
  6. Project Human Resource Management : Project Human Resource Management includes the processes that organize, manage, and lead the project team.
  7. Project Communications Management : Project Communications Management includes the processes that are required to ensure timely and appropriate planning, collection, creation, distribution, storage, retrieval, management, control, monitoring, and the ultimate disposition of project information.
  8. Project Risk Management : Project Risk Management includes the processes of conducting risk management planning, identification, analysis, response planning, and controlling risk on a project.
  9. Project Procurement Management : Project Procurement Management includes the processes necessary to purchase or acquire products, services, or results needed from outside the project team
  10. Project Stakeholders Management : Project Stakeholder Management includes the processes required to identify all people or organizations impacted by the project, analyzing stakeholder expectations and impact on the project, and developing appropriate management strategies for effectively engaging stakeholders in project decisions and execution.

Each of the ten knowledge areas contains the processes that need to be accomplished within its discipline in order to achieve effective project management. Each of these processes also falls into one of the five process groups, creating a matrix structure such that every process can be related to one knowledge area and one process group.

The PMBOK Guide is meant to offer a general guide to manage most projects most of the time. There are currently two extensions to the PMBOK Guide: the Construction Extension to the PMBOK Guide applies to construction projects, while the Government Extension to the PMBOK Guide applies to government projects. The PMBOK Guide is also used as a support to prepare the Project Management Institute (PMI) certifications, such as the CAPM and PMP.

Work Breakdown Structure

The work breakdown structure approach allows us to visually see the work that is needed in order to complete a project.

According to the Project Management Body of Knowledge (PMBOK®), and the Practice Standard for Work Breakdown Structures – Second Edition from the Project Management Institute (PMI), the work breakdown structure can be used to effectively decompose the project scope, to improve estimating, to better control the project execution and to more accurately verify project completion. In addition, using a work breakdown structure approach summarizes project information to improve the opportunity for use of historical information, which, can aid in both speed and accuracy of future projects. The work breakdown structure is a repeatable process that can be used as a template for future projects.

the PMBOK® describes the work breakdown structure as “a deliverable-oriented hierarchical decomposition of the work to be executed by the team”. This is a way of describing the work so that the team knows exactly what work is needed in order to meet the goals of the project. In many cases, a work breakdown structure is the first transition of organizational goals into real work that people can actually perform. It helps to provide clarity of the scope for the project and “breaks down” the scope into whole work units.

A work breakdown structure is deliverable-oriented. So what is a deliverable? In a word, it can best be described as a noun.

A work breakdown structure is a hierarchy. That means that deliverables can be further decomposed into parent and child relationships.

The work breakdown structure technique is described in the Project Scope Management section of the PMBOK and further elaborated in the Practice Standard for Work Breakdown Structures – Second Edition. A scope definition is necessary to decide what all should and should not be covered with in the project. When complete, the work breakdown structure lowest level components called “work packages” can be delegated to teams for further development and estimating and a work breakdown structure dictionary can be developed. In this way, project responsibilities can easily be distributed and committed to. This information can then be placed into a scheduling tool. In addition, the work packages can be used to create a project baseline that assures all the work can be evaluated for completeness.

A work breakdown structure is typically presented in the form of an organization chart-like structure. It can be presented as a list, idea map or outline form as well. The key is to put it in a form that can most easily be used by both the team members and organizational leaders with the tools that your company uses most easily.