Based on PMBOK 5

th
Edition by Hephzibah I . Morgan, PMP
TASK CLASSIFICATION NOTES
Domain 1 Initiating the Project - 13%
Seqence P!"OK #ro$ Area Ke% ITTO&' ( Theme
Task 01
Perform project assessment based upon
available information and meetings with
the sponsor, customer and other subject
matter experts, in order to evaluate the
feasibility of new products or services
within the given assumptions and/or
constraints.
5.2 Collect Requirements Plan Scope >Requirements mgmt plan
Task 02
Define the high-level scope of the project
based on the business and compliance
requirements, in order to meet the
customers project expectations.
5.3 Define Scope Plan Scope >Scope mgmt plan
Task 03
Perform !ey sta!eholder analysis using
brainstorming, interviewing, and other
data gathering techniques, in order to
ensure expectation alignment and gain
support for the project.
13.1 !entif"
Stake#ol!ers
nitiate Stake#ol!er >Stake#ol!er register
>Stake#ol!er mgmt strateg"
Task 0$
"dentify and document high-level ris!s,
assumptions, and constraints based on
current environment, historical data and/
or expert judgment, in order to identify
project limitations and propose an
implementation approach.
11.2 !entif" Risks Plan Risk
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Task 05
Develop the project charter by further
gathering and analy#ing sta!eholder
requirements, in order to document project
scope, milestones and deliverables.
$.1 De%elop Pro&ect
C#arter
nitiate ntegrate
Task 0'
$btain approval for the project charter
from the sponsor and customer %if
required&, in order to formali#e the
authority assigned to the project manager
and gain commitment and acceptance
for the project.
13.3 (anage Stake#ol!er
)ngagement
)*ecute Comm ssues an! concerns
>Comm mgmt plan
$.' Close Pro&ect or
P#ase
Close ntegrate +cceptance of inspecte! !eli%era,le
TASK CLASSIFICATION NOTES
Domain ) P*an the Project - )+%
Seqence P!"OK #ro$ Area Ke% ITTO&' ( Theme
Task 01
'ssess detailed project requirements,
constraints, and assumptions with
sta!eholders based on the project charter,
lessons learned from previous projects,
and the use of requirement-gathering
techniques %e.g., planning sessions,
brainstorming,focus groups&, in order
to establish the project deliverables
5.1 Plan Scope
(anagement
Plan Scope
Task 02
(reate the wor! brea!down structure with
the team by deconstructing the scope, in
order to manage the scope of the project.
5.$ Create -.S Plan Scope
Task 03
Develop a budget plan based on the project
scope using estimating techniques, in order
to manage project cost
/.1 Plan Cost
(anagement
Plan Cost >Cost mgmt plan
/.2 )stimate Costs
ntegrate! estimating ,ase! on kno0n
constraints across all 1no0le!ge
+reas
/.3 Determine .u!get aggregate estimate! costs of
in!i%i!ual acti%ities to esta,lis#
aut#ori2e! cost ,aseline
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Task 0$
>Repeat Task
033 if aligne!4
continue to
Task 05
Develop a project schedule based on the
project timeline, scope, and resource plan,
in order to manage timely completion of
the project.
'.1 Plan Sc#e!ule
(anagement
Plan Time > Sc#e!ule mgmt plan
'.2 Define +cti%ities +cti%it" specifications
'.3 Sequence +cti%ities +cti%it" relations#ips
'.$ )stimate +cti%it"
Resources
T"pe an! quantit" of resources
'.5 )stimate +cti%it"
Durations
5um,er of 0ork perio!s nee!e! to
complete eac# acti%it" accor!ing to
resource estimates
'.' De%elop Sc#e!ule +nal"2e coor!ination of all prior
processes in t#is set
Task 05
>Repeat Task
0$3 if aligne!4
continue to
Task 0'
Develop a human resource management
plan by defining the roles and
responsibilities of the project team
members in order to create an effective
project organi#ation structure and provide
guidance regarding how resources will be
utili#ed and managed.
6.1 Plan 7uman
Resource (anagement
Plan 7R >7R mgmt plan
Task 0'
Develop a sta!eholder management plan
based on the analysis of sta!eholder needs,
interests, and potential impact on project
success in order to effectively engage
sta!eholders throughout the project life
cycle.
13.1 Plan Stake#ol!er
(anagement
Plan Stake#ol!er
Task 0/
Develop a communication plan based on
the project organi#ation structure and
external sta!eholder requirements, in order
to manage the flow of project information.
10.1 Plan
Communications
(anagement
Plan Comm >Comm mgmt plan
Task 08
Develop a procurement plan based on the
project scope and schedule, in order to
ensure that the required project resources
will be available.
12.1 Plan Procurement
(anagement
>Procurement mgmt plan
Plan Procure
Task 06
Develop a quality management plan based
on the project scope and requirements, in
order to prevent the occurrence of defects
and reduce the cost of quality
8.1 Plan 9ualit" (gmt
>9ualit"
Plan 9ualit"
Task 10
Develop a change management plan by
defining how changes will be handled, in
order to trac! and manage changes.
$.2 De%elop Pro&ect
(anagement Plan
Plan ntegrate
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Task 11
>Repeat Task
104 t#en
continue to
Task 12
Develop a ris! management plan by
identifying, analy#ing, and prioriti#ing
project ris!s and defining ris! response
strategies, in order to manage uncertainty
throughout the project life cycle.
11.1 Plan Risk
(anagement
>Risk mgmt plan
Plan Risk #o0 to con!uct risk management
acti%ities
prioriti2ing risks for furt#er anal"sis or
action ," assessing an! com,ining
t#eir pro,a,ilit" of occurrence an!
impact
11.2 !entif" Risks
!etermine 0#ic# risks 0ill affect
pro&ect an! !ocument c#ange
11.3 Perform 9ualitati%e
Risk +nal"sis
numerical anal"sis of i!entifie!
risk:anal"2e risk effects
11.$ Perform 9uantitati%e
Risk +nal"sis
options an! actions to en#ance
opportunities an! to re!uce t#reats to
pro&ect
11.5 Plan Risk
Responses
Task 12
Present the project plan to the !ey
sta!eholders %if required&, in order to obtain
approval to execute the project.
10.2 (anage
Communications
)*ecute Comm (anaging communications
13.3 (anage
Stake#ol!er )ngagement
nterfacing 0it# stake#ol!ers
Task 13
>Repeat Task
10 ; 133 t#en4
continue to
Domain 03
(onduct a !ic!-off meeting with all !ey
sta!eholders, in order to announce the
start of the project, communicate the
project milestones, and share other
relevant information.
$.3 Direct an! (anage
Pro&ect -ork
)*ecute ntegrate mplement appro%e! c#anges
6.3 De%elop Pro&ect
Team
)*ecute 7R mpro%e competencies4 team
interaction4 an! o%erall team
en%ironment to en#ance pro&ect
performance
>Performance (easurement .aseline
TASK CLASSIFICATION NOTES
Domain 3 E,ecting the Project - 3-%
Seqence P!"OK #ro$ Area Ke% ITTO&' ( Theme
Task 01
$btain and manage project resources
including out-sourced deliverables by
following the project plan, in order
to ensure successful project execution.
6.2 +cquire Pro&ect
Team
)*ecute 7R Pre<assignment4 acquisition4 negotiation
an! %irtual
12.2 Con!uct
Procurements
)*ecute Procure Seller responses4 selecting seller4
contract a0ar!
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Task 02
)xecute the tas!s as defined in the project
plan, in order to achieve the project
deliverables within budget and schedule.
$.3 Direct an! (anage
Pro&ect -ork
)*ecute ntegrate
Task 03
"mplement the quality management plan
using the appropriate tools and techniques, in
order to ensure that wor! is being performed
according to required quality standards.
8.2 Perform 9ualit"
+ssurance
)*ecute 9ualit"
Task 0$
"mplement approved changes according to
the change management plan, in order to
meet project requirements.
$.3 Direct an! (anage
Pro&ect -ork
)*ecute ntegrate
Task 05
"mplement approved actions %e.g.
wor!arounds& by following the ris!
management plan, in order to minimi#e the
impact of the ris!s on the project.
11.' (onitor an!
Control Risks
(=C Risks
Task 0'
*aximi#e team performance through
leading, mentoring, training, and
motivating team members.
6.3 De%elop Pro&ect
Team
)*ecute 7R )n#ancing team0ork3 forming4
storming4 norming4 performing4
a!&ourning
6.$ (anage Pro&ect
Team
Tracking performance4 pro%i!e
fee!,ack4 resol%e issues4 manage
c#anges
TASK CLASSIFICATION NOTES
Domain + !onitoring an. Contro**ing the Project - )/%
Seqence P!"OK #ro$ Area Ke% ITTO&' ( Theme
Task 01
*easure project performance using
appropriate tools and techniques, in order to
identify and quantify any variances, perform
approved corrective actions, and
communicate with relevant sta!eholders.
10.3 Control
Communications
(=C Comm
Task 02
*anage procurement relationships, monitor
contract performance, and manage contract
changes by following the project plan in order
to meet contractual obligations and to protect
the legal rights of the buyer and/or seller.
12.3 Control
Procurements
(=C Procure
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Task 03
*anage changes to the project scope,
schedule, and costs by updating the
project plan and communicating approved
changes to the team, in order to ensure that
revised project goals are met.
5.' Control Scope (=C Scope Pro!uct an! 0#ole pro&ect Scope status
'./ Control Sc#e!ule (=C Time Status re> sc#e!ule ,aseline c#anges
/.$ Control Costs (=C Cost Status re> cost ,aseline c#anges
$.5 Perform ntegrate!
C#ange Control
(=C ntegrate Re%ie0 all c#ange requests4 c#ange
appro%al4 c#ange management of
!eli%era,les4 ?P+4 PD@s4 = P( Plan
Task 0$
)nsure that project deliverables conform
to the quality standards established in
the quality management plan by using
appropriate tools and techniques %e.g.
testing, inspection, control charts&, in order to
satisfy customer requirements.
8.3 Control 9ualit" (=C 9ualit"
Task 05
+pdate the ris! register and ris! response
plan by identifying any new ris!s, assessing
old ris!s, and determining and implementing
appropriate response strategies, in order to
manage the impact of ris!s on the project.
11.' Control Risks (=C Risk
Task 0'
>Repeat Task
034 t#en
continue to
Task 0/
'ssess corrective actions on the issue
register and determine next steps for
unresolved issues by using appropriate
tools and techniques in order to minimi#e
the impact on project schedule, cost, and
resources.
$.$ (onitor an! Control
Pro&ect -ork
(=C ntegrate
Task 0/
(ommunicate project status to sta!eholders
for their feedbac!, in order to ensure the
project aligns with business needs.
10.2 (anage
Communications
)*ecute Comm Communication c#annels
13.$ Control
Stake#ol!er
)ngagement
(=C Stake#ol!er nterfacing
TASK CLASSIFICATION NOTES
Domain / C*o'e the Project - 0%
Seqence P!"OK #ro$ Area Ke% ITTO&' ( Theme
Task 01
$btain final acceptance of the project
deliverables by wor!ing with the sponsor
and/or customer, in order to confirm that
project scope and deliverables were met.
5.5 Aali!ate Scope (=C Scope
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Task 02
,ransfer the ownership of deliverables to
the assigned sta!eholders in accordance
with the project plan, in order to facilitate
project closure.
12.$ Close
Procurements
Close Procure
Task 03
(ollate lessons learned through
comprehensive project review, in order to
create and/or update the organi#ations
!nowledge base.
$.' Close Pro&ect or
P#ase
Close ntegrate
Task 0$
Distribute the final project report including all
project closure-related information, project
variances, and any issues, in order to provide
the final project status to all sta!eholders.
10.2 (anage
Communications
)*ecute Comm
Task 05
'rchive project documents and material in
order to retain organi#ational !nowledge,
comply with statutory requirements, and
ensure availability of data for potential use in
future projects and internal/external audits.
$.' Close Pro&ect or
P#ase
Close ntegrate
Task 0'
$btain financial, legal, and administrative
closure using generally accepted practices, in
order to communicate formal project closure
and ensure no further liability.
$.' Close Pro&ect or
P#ase
Close ntegrate
TASK CLASSIFICATION NOTES
Domain 1 Pro2e''iona* ( Socia* 3e'$on'i4i*it%
Area !i''ion P!COE
Responsi,ilit" (ontribute to the P* -nowledge .ase (an!ator" (aintain P(P certification 0it# pu,lications4 lectures
Respect Promote "nteraction 'mong
/ta!eholders
+spirational Cultural competence
Bairness )nhance Professional (ompetence (an!ator" Professional De%elopment Cnits
7onest" )nsure "ndividual "ntegrity +spirational P( communit" support an! confi!ence
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What Kind of Project Manager re !o"#
P$E%E&'I'I%E
((
You successfully establish and maintain the correct course
[of action(s) from the start!
)O$$E)'I%E
*
You successfully ad"ust course #hen it strays yet before
$roblems become e%ident!
P++I%E WO$K$O,&-
B*
You successfully address $rior identified and $assi%ely
acce$ted $roblems&mista'es!
,&P.&&E- WO$K$O,&-
)(
You successfully miti(ate un$lanned $roblems!
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*+,-. *+*-. /0*+- and *+1O2- 3uide are trademar's of the *ro"ect +ana(ement ,nstitute. ,nc!
PMI/ has not endorsed and did not participate in the de0e1op2ent of this prod"ct.
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