Project Management Institute Baltimore Chapter

PMBOK Version 5 What are the Changes?

Mike Berendt, PMP, PMI-RMP

Agenda
PMBOK Review Scope Major Changes Changes by Knowledge Area/Chapter Implementation Timelines

Copyright 2007 PMI BC All Rights Reserved

Scope of the Review

Incorporate comments and feedback on Version 4 from practitioners Align PMBOK with:
PMI Lexicon Other PMI Standards Scheduling, Risk, Agile, PgMP. etc ISO 21500

Consider project management role delineation study results Reposition Chapter 3 (The Standard for Project Management) as a standalone, ANSI approved standard (Appendix) within the Fifth Edition

Copyright 2007 PMI BC All Rights Reserved

Major Changes
Business Rules established for Inputs, Tools & Techniques and Outputs (ITTO)
Project Management plan is input for all processes that produce a subsidiary plan as output, eg. Scope Management Plan Documents specifically named when created as a primary output, eg. Scope Management Plan; captured as part of Project Documents Updates subsequently Precedence rules established for input and output lists plans, subsidiary plans, baselines, data/reports, updates, enterprise environmental factors, organizational process assets

Copyright 2007 PMI BC All Rights Reserved

Major Changes
For consistency and clarity, four new Planning Processes were added to create subsidiary plans that are part of the overall project management plan
Plan Scope Management Plan Schedule Management Plan Cost Management Plan Stakeholder Management

Copyright 2007 PMI BC All Rights Reserved

Major Changes
For consistency and clarity, the monitor and controlling processes were named using the form Control {XXX}, since controlling includes monitoring eg. Monitor and Control Risks changed to Control Risks Chapter 3 was downsized to introduce the project management processes and Process Groups but not list each individual process; most of this content was moved to an Appendix as the ANSI standard

Copyright 2007 PMI BC All Rights Reserved

Major Changes
Chapter 10 was separated into two distinct Knowledge Areas: Project Communications Management and Project Stakeholder Management New Chapter 13 Project Stakeholder Management
13.1 Identify Stakeholders 13.2 Plan Stakeholder Management 13.3 Manage Stakeholder Engagement 13.4 Control Stakeholder Engagement

Copyright 2007 PMI BC All Rights Reserved

Major Changes
Redefined terms to align with the DIKW (data, information, knowledge, wisdom) model used in the field of Knowledge Management
Work Performance Data - The raw observations and measurements identified during activities being performed to carry out the project work ex. percent of work completed, actual costs Work Performance Information - The performance data collected from various controlling processes, analyzed in context and integrated based on relationships across areas ex. status of deliverables and forecasted estimates to complete. Work Performance Reports - The physical or electronic representation of work performance information compiled in project documents, intended to generate decisions, actions, or awareness ex. status reports and updates
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Refined Data Model

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Project Integration Management

PMBOK Version 4 4.1 Develop Project Charter 4.2 Develop Project Management Plan 4.3 Direct and Manage Project Execution PMBOK Version 5 4.1 Develop Project Charter 4.2 Develop Project Management Plan 4.3 Direct and Manage Project Work

4.4 Monitor and Control Project Work

4.5 Perform Integrated Change Control 4.6 Close Project or Phase

4.4 Monitor and Control Project Work

4.5 Perform Integrated Change Control 4.6 Close Project or Phase

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Project Scope Management

PMBOK Version 4 PMBOK Version 5 5.1 Plan Scope Management 5.1 Collect Requirements 5.2 Define Scope 5.3 Create WBS 5.4 Verify Scope 5.5 Control Scope 5.2 Collect Requirements 5.3 Define Scope 5.4 Create WBS 5.5 Validate Scope 5.6 Control Scope

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Project Time Management

PMBOK Version 4 PMBOK Version 5 6.1 Plan Schedule Management

6.1 Define Activities

6.2 Sequence Activities 6.3 Estimate Activity Resources

6.2 Define Activities

6.3 Sequence Activities 6.4 Estimate Activity Resources

6.4 Estimate Activity Durations

6.5 Develop Schedule 6.6 Control Schedule

6.5 Estimate Activity Durations

6.6 Develop Schedule 6.7 Control Schedule

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Project Cost Management

PMBOK Version 4 PMBOK Version 5 7.1 Plan Cost Management
7.1 Estimate Costs 7.2 Determine Budget 7.3 Control Costs 7.2 Estimate Costs 7.3 Determine Budget 7.4 Control Costs

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Project Quality Management

PMBOK Version 4 8.1 Plan Quality 8.2 Perform Quality Assurance 8.3 Perform Quality Control PMBOK Version 5 8.1 Plan Quality Management 8.2 Perform Quality Assurance 8.3 Control Quality

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Project Human Resource Management

PMBOK Version 4 9.1 Develop Human Resource Plan 9.2 Acquire Project Team 9.3 Develop Project Team 9.4 Manage Project Team PMBOK Version 5 9.1 Plan Human Resource Management 9.2 Acquire Project Team 9.3 Develop Project Team 9.4 Manage Project Team

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Project Communications Management

PMBOK Version 4 10.1 Identify Stakeholders 10.2 Plan Communications 10.3 Distribute Information PMBOK Version 5 Moved to 13.1 10.1 Plan Communications Management 10.2 Manage Communications

10.4 Manage Stakeholder Expectations

10.5 Report Performance

Moved to 13.3
10.3 Control Communications

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Project Risk Management

PMBOK Version 4 11.1 Plan Risk Management 11.2 Identify Risks 11.3 Perform Qualitative Risk Analysis 11.4 Perform Quantitative Risk Analysis 11.5 Plan Risk Responses PMBOK Version 5 11.1 Plan Risk Management 11.2 Identify Risks 11.3 Perform Qualitative Risk Analysis 11.4 Perform Quantitative Risk Analysis 11.5 Plan Risk Responses

11.6 Risk Monitoring and Control

11.6 Control Risks

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Project Procurement Management

PMBOK Version 4 12.1 Plan Procurements
12.2 Conduct Procurements 12.3 Administer Procurements 12.4 Close Procurements

PMBOK Version 5 12.1 Plan Procurement Management

12.2 Conduct Procurements 12.3 Control Procurements 12.4 Close Procurements

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Project Stakeholder Management

PMBOK Version 4 10.1 Identify Stakeholders 10.4 Manage Stakeholder Expectations PMBOK Version 5 13.1 Identify Stakeholders 13.2 Plan Stakeholder Management 13.3 Manage Stakeholder Engagement 13.4 Control Stakeholder Engagement

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Chapter 13 Process Flow

Project Charter

Identify Stakeholders

Stakeholder Register

Plan Stakeholder Management

Stakeholder Management Plan

Perform Integrated Change Control Change Control Stakeholder Engagement Requests

Issue Log

Manage Stakeholder Engagement

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Summary of Changes
1 new Knowledge Area/Chapter Project Stakeholder Management 5 new processes Up to 51 processes 12 process name changes

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Implementation Timelines
15 January 2013 PMBOK, Version 5 available in print

January-July 2013 Registered Education Providers (REPs) modify training classes, boot camps, and educational materials to incorporate Version 5 changes
31 July 2013 Last PMP exam based on PMBOK, Ver. 4 1 August 2013 Full implementation of PMBOK, Version 5 with PMP exam aligned to new knowledge areas and processes

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Questions???
Mike Berendt, PMP, PMI-RMP Vice President, Programs (Retired) & Columbia Site Director 410-908-6777 Mike.Berendt@pmibaltimore.org
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