PMBOK Version 5 - What Are The Changes?: Project Management Institute - Baltimore Chapter

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Project Management Institute

Baltimore Chapter

PMBOK Version 5 What are
the Changes?

Mike Berendt, PMP, PMI-RMP

Copyright 2007 PMI BC All Rights Reserved
2
Agenda

PMBOK Review Scope
Major Changes
Changes by Knowledge Area/Chapter
Implementation Timelines
3

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
Scope of the Review
4

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

Major Changes
5

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
Major Changes
6

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

Major Changes
7

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
Major Changes
8

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
Major Changes
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Refined Data Model
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Project Integration Management
PMBOK Version 4 PMBOK Version 5

4.1 Develop Project Charter 4.1 Develop Project Charter
4.2 Develop Project Management
Plan
4.2 Develop Project Management
Plan
4.3 Direct and Manage Project
Execution
4.3 Direct and Manage Project Work
4.4 Monitor and Control Project
Work
4.4 Monitor and Control Project
Work
4.5 Perform Integrated Change
Control
4.5 Perform Integrated Change
Control
4.6 Close Project or Phase 4.6 Close Project or Phase
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Project Scope Management

5.1 Plan Scope Management
5.1 Collect Requirements 5.2 Collect Requirements
5.2 Define Scope 5.3 Define Scope
5.3 Create WBS 5.4 Create WBS
5.4 Verify Scope 5.5 Validate Scope
5.5 Control Scope 5.6 Control Scope
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Project Time Management

6.1 Plan Schedule Management
6.1 Define Activities 6.2 Define Activities
6.2 Sequence Activities 6.3 Sequence Activities
6.3 Estimate Activity Resources 6.4 Estimate Activity Resources
6.4 Estimate Activity Durations 6.5 Estimate Activity Durations
6.5 Develop Schedule 6.6 Develop Schedule
6.6 Control Schedule 6.7 Control Schedule
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Project Cost Management

7.1 Plan Cost Management
7.1 Estimate Costs 7.2 Estimate Costs
7.2 Determine Budget 7.3 Determine Budget
7.3 Control Costs 7.4 Control Costs
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Project Quality Management

8.1 Plan Quality 8.1 Plan Quality Management
8.2 Perform Quality Assurance 8.2 Perform Quality Assurance
8.3 Perform Quality Control 8.3 Control Quality
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Project Human Resource
Management

9.1 Develop Human Resource Plan 9.1 Plan Human Resource
Management
9.2 Acquire Project Team 9.2 Acquire Project Team
9.3 Develop Project Team 9.3 Develop Project Team
9.4 Manage Project Team 9.4 Manage Project Team
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Project Communications
Management

10.1 Identify Stakeholders Moved to 13.1
10.2 Plan Communications 10.1 Plan Communications
Management
10.3 Distribute Information 10.2 Manage Communications
10.4 Manage Stakeholder
Expectations
Moved to 13.3
10.5 Report Performance 10.3 Control Communications
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Project Risk Management

11.1 Plan Risk Management 11.1 Plan Risk Management
11.2 Identify Risks 11.2 Identify Risks
11.3 Perform Qualitative Risk
Analysis
11.3 Perform Qualitative Risk
Analysis
11.4 Perform Quantitative Risk
Analysis
11.4 Perform Quantitative Risk
Analysis
11.5 Plan Risk Responses 11.5 Plan Risk Responses
11.6 Risk Monitoring and Control 11.6 Control Risks
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Project Procurement
Management

12.1 Plan Procurements 12.1 Plan Procurement Management
12.2 Conduct Procurements 12.2 Conduct Procurements
12.3 Administer Procurements 12.3 Control Procurements
12.4 Close Procurements 12.4 Close Procurements
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Project Stakeholder
Management

10.1 Identify Stakeholders 13.1 Identify Stakeholders
13.2 Plan Stakeholder Management
Expectations
Engagement
13.4 Control Stakeholder
Engagement
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Chapter 13 Process Flow
Identify
Stakeholders
Project
Charter
Stakeholder
Register
Plan
Stakeholder
Management
Stakeholder
Management
Plan
Manage
Stakeholder
Engagement
Issue Log
Control
Stakeholder
Engagement
Perform
Integrated
Change Control
Change Requests
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1 new Knowledge Area/Chapter Project Stakeholder
Management

5 new processes Up to 51 processes

12 process name changes
Summary of Changes
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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
Implementation Timelines
23

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

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