### Waterfall Project Management Cheat Sheet

#### 1. **Initiation Phase**

1.1 **Project Charter**

- **Key Concepts**: Project Purpose, Objectives, Stakeholders, High-level Scope

- **Frameworks/Methods**: Business Case, Feasibility Study

- **Outputs**: Project Charter Document

- **Examples**: A document outlining the project’s purpose, objectives, stakeholders, and high-
level requirements.

1.2 **Stakeholder Identification**

- **Key Concepts**: Stakeholder Analysis, Engagement Levels

- **Frameworks/Methods**: RACI Matrix, Stakeholder Analysis Techniques

- **Outputs**: Stakeholder Register

- **Examples**: A list of stakeholders with their roles, influence, and communication needs.

#### 2. **Planning Phase**

2.1 **Scope Planning**

- **Key Concepts**: Scope Statement, Work Breakdown Structure (WBS)

- **Frameworks/Methods**: Scope Definition, Decomposition

- **Outputs**: Scope Statement, WBS, Scope Management Plan

- **Examples**: Detailed descriptions of project deliverables and the WBS hierarchy.

2.2 **Schedule Planning**

- **Key Concepts**: Activities, Sequencing, Duration Estimation

- **Frameworks/Methods**: Critical Path Method (CPM), Gantt Charts, PERT Analysis

- **Outputs**: Project Schedule, Schedule Baseline

- **Examples**: Gantt charts showing the project timeline and task dependencies.
2.3 **Cost Planning**

- **Key Concepts**: Cost Estimation, Budgeting

- **Frameworks/Methods**: Cost Estimation Techniques, Earned Value Management (EVM)

- **Outputs**: Cost Baseline, Project Budget

- **Examples**: Detailed budget forecasts and cost baseline documents.

2.4 **Quality Planning**

- **Key Concepts**: Quality Requirements, Quality Standards

- **Frameworks/Methods**: Plan-Do-Check-Act (PDCA), Quality Audits

- **Outputs**: Quality Management Plan

- **Examples**: Plans detailing quality assurance and quality control processes.

2.5 **Risk Planning**

- **Key Concepts**: Risk Identification, Risk Analysis, Risk Response Planning

- **Frameworks/Methods**: SWOT Analysis, Risk Register, Risk Matrix

- **Outputs**: Risk Management Plan, Risk Register

- **Examples**: Documents listing potential risks, their impact, and mitigation strategies.

2.6 **Communication Planning**

- **Key Concepts**: Communication Requirements, Stakeholder Communication

- **Frameworks/Methods**: Communication Channels, Communication Matrix

- **Outputs**: Communication Management Plan

- **Examples**: Plans outlining how, when, and by whom information will be shared.

2.7 **Procurement Planning**

- **Key Concepts**: Procurement Methods, Contracts, Vendor Selection

- **Frameworks/Methods**: Make-or-Buy Analysis, RFP/RFQ

- **Outputs**: Procurement Management Plan

- **Examples**: Documents specifying procurement procedures and vendor management.

#### 3. **Execution Phase**

3.1 **Direct and Manage Project Work**

- **Key Concepts**: Task Management, Resource Allocation

- **Frameworks/Methods**: Project Management Information Systems (PMIS), Resource

Calendars

- **Outputs**: Deliverables, Work Performance Data

- **Examples**: Completed project deliverables and performance reports.

3.2 **Quality Assurance**

- **Key Concepts**: Quality Audits, Process Analysis

- **Frameworks/Methods**: Continuous Improvement, PDCA

- **Outputs**: Quality Audit Reports, Process Improvement Plans

- **Examples**: Documentation of quality assessments and recommended improvements.

3.3 **Team Management**

- **Key Concepts**: Team Building, Conflict Resolution

- **Frameworks/Methods**: Tuckman's Stages of Group Development, Conflict Management

Techniques

- **Outputs**: Team Performance Assessments, Training Plans

- **Examples**: Documents outlining team roles and conflict resolution strategies.

#### 4. **Monitoring and Controlling Phase**

4.1 **Scope Control**

- **Key Concepts**: Scope Verification, Change Control

- **Frameworks/Methods**: Variance Analysis, Configuration Management

- **Outputs**: Change Requests, Updated Scope Statement

- **Examples**: Approved change requests and updated project scope documents.

4.2 **Schedule Control**

- **Key Concepts**: Schedule Variance, Schedule Performance Index (SPI)

- **Frameworks/Methods**: Earned Value Management (EVM), Schedule Compression

 - **Outputs**: Updated Schedule, Performance Reports

- **Examples**: Documents showing schedule performance and corrective actions.

4.3 **Cost Control**

- **Key Concepts**: Cost Variance, Cost Performance Index (CPI)

- **Frameworks/Methods**: Earned Value Management (EVM), Budget Forecasting

- **Outputs**: Updated Budget, Cost Reports

- **Examples**: Performance reports showing cost variances and budget adjustments.

4.4 **Quality Control**

- **Key Concepts**: Inspection, Control Charts

- **Frameworks/Methods**: Statistical Sampling, Six Sigma

- **Outputs**: Quality Control Measurements, Validated Deliverables

- **Examples**: Quality control reports and lists of validated deliverables.

4.5 **Risk Monitoring and Control**

- **Key Concepts**: Risk Reassessment, Risk Audits

- **Frameworks/Methods**: Risk Register Updates, Risk Response Tracking

- **Outputs**: Updated Risk Register, Risk Reports

- **Examples**: Documents tracking risk status and mitigation efforts.

4.6 **Communication Control**

- **Key Concepts**: Performance Reporting, Stakeholder Communication

- **Frameworks/Methods**: Status Reports, Communication Logs

- **Outputs**: Performance Reports, Communication Logs

- **Examples**: Status reports and logs of stakeholder communications.

#### 5. **Closing Phase**

5.1 **Project Closure**

- **Key Concepts**: Final Product, Lessons Learned

 - **Frameworks/Methods**: Closure Checklist, Lessons Learned Documentation

- **Outputs**: Final Project Report, Formal Acceptance

- **Examples**: Closure documents and lessons learned summaries.

5.2 **Contract Closure**

- **Key Concepts**: Contract Review, Procurement Audit

- **Frameworks/Methods**: Contract Closure Procedures, Procurement Documentation

- **Outputs**: Closed Contracts, Contract Closure Documents

- **Examples**: Documents verifying contract completion and vendor performance.

### Example Artifacts and Concepts:

- **Work Breakdown Structure (WBS)**: A hierarchical decomposition of the total scope of work.

- **Gantt Chart**: A visual representation of the project schedule showing tasks and timelines.

- **Earned Value Management (EVM)**: A methodology for measuring project performance.

- **Risk Register**: A document listing all identified risks, their assessment, and planned responses.

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This comprehensive guide provides a quick reference to key Waterfall concepts, frameworks,
documents, and outputs, ensuring all teams are aligned and equipped with the necessary tools and
knowledge for effective project management. For detailed steps and additional context, refer to
PMBOK Latest Edition and Rita Mulcahy's book on project management.