Association for Project Management

1 Association for Project ManagementIbis House, Regent ParkSummerleys Road, Princes RisboroughBuckinghamshireHP27 9LE Association for Project Management 2019 Seventh edition 2019 Sixth edition 2012 Fifth edition 2006 Fourth edition 2000 Third edition 1996 Second edition 1994 First edition 1992 All rights reserved. No part of this public a tion may be repro duced, stored in a retrieval system, or trans mit ted, in any form or by any means, without the express permis sion in writing of the Association for Project Management . Within the UK excep tions are allowed in respect of any fair dealing for the purposes of research or private study, or criti cism or review, as permit ted under the Copyright, Designs and Patents Act, 1988, or in the case of repro graphic repro duc tion in accord ance with the terms of the licenses issued by the Copyright Licensing Agency.

2 Enquiries concern ing repro duc tion outside these terms and in other coun tries should be sent to the Rights Department, Association for Project Management at the address above. All registered trade marks are hereby acknow ledged and the publisher makes no claim to these trade marks. British Library Cataloguing in Publication Data is avail : ISBN: 978 1 903494 82 0 Typeset in 10/12pt Foundry Sans by RefineCatch Limited, Bungay, SuffolkCover design by Fountainhead Creative Consultantsv ContentsList of figures ixForeword xiiAcknowledgements xiiiList of contrib ut ors xivIntroduction xv Chapter 1 Setting up for success Section Implementing strategy Organisational envir on ment 4 Strategic imple ment a tion 6 Organisational change 8 Benefits to the organ isa tion 10 Structural choices 12 Section Life cycle options and choices Life cycle philo sophy 16 Linear life cycles 18 Iterative life cycles 20 Hybrid life cycles 22 Extended

3 Life cycles 24 Product life cycles 26 Section Establishing governance and over sight Governance prin ciples 32 Assurance prin ciples 34 Sustainability 36 Strategic sourcing 38 Sponsorship 40 Investment decisions 42 Business case 44viContents Temporary struc tures 46 Talent manage ment 48 Governance boards 50 Chapter 2 Preparing for change Section Shaping the early life cycle Project shaping 58 Programme shaping 60 Portfolio shaping 62 Procurement strategy 64 Operational adjust ments 66 Section Assurance.

4 Learn ing and matur ity The PMO 70 Decision gates 72 Information manage ment 74 Audits and assur ance 76 Knowledge manage ment 78 Communities of prac tice 80 Maturity of prac tice 82 Section Transition into use Business read i ness 88 Transition of Project outputs 90 Adoption and bene fits real isa tion 92 Unplanned Project endings 94 Administrative closure of projects 96 Closing programmes and port fo lios 98 Chapter 3 People and beha viours Section Engaging stake hold ers Stakeholders 106 Social context 108 Engagement and influ ence 110viiContents Facilitation 112 Conflict resol u tion 114 Section Leading teams Teams 118 Virtual teams 120 Team devel op ment 122 Leadership 124 Organisational culture 126 Diversity and inclu sion 128 Workplace stress 130 Section Working profes sion ally Communication 136 Negotiation 138 Time manage ment 140 Regulatory envir on ment 142 Ethics and stand ards 144 Continuing profes sional devel op ment (CPD)

5 146 Chapter 4 Planning and managing deploy ment Section Defining outputs Success and bene fits 154 Objectives and require ments 156 Options and solu tions 158 Scope defin i tion 160 Quality plan ning 162 Section Integrated plan ning Contract award 166 Risk iden ti fic a tion 168 Risk analysis 170 Estimation 172 Scheduling crit ical path 174viiiContents Scheduling crit ical chain 176 Resource optim isa tion 178 Cost plan ning 180 Contingency plan ning 182 Deployment baseline 184 Section Controlling deploy ment Progress monitoring and report ing 190 Contract manage ment 192 Risk manage ment 194 Contingency manage ment 196 Issue manage ment 198 Change control 200 Configuration manage ment 202 Quality control 204 Glossary 209 Index 219xii ForewordThe Association for Project Management (APM) was awarded its Royal Charter in 2017 and has quickly established itself as the chartered body for Project professionals in the UK and overseas.

6 In support of chartered, the APM Body of Knowledge (APMBoK) has taken on greater significance, providing an authoritative statement on Project Management and the foundation on which the profession is built. The APMBoK represents our core beliefs an ethos upon which we believe projects can not only be delivered successfully, but also to the benefit of society, the economy and the environment. The seventh edition is the foundation for the successful delivery of projects, programmes and portfolios across all sectors and industries.

7 It forms the basis for qualification syllabuses and a common language which strengthens the concept of a progressive career path for Project professionals. As a taxonomy, it acts as a common framework for debate allowing our profession to develop as the demands on us change and grow. For some, the APMBoK is a starting point providing knowledge and understanding of key concepts, for more experienced professionals it serves as a valuable reference and a method to share the language of Project Management more widely among teams and key stakeholders.

8 The APMBoK will play a key role as we evolve as a chartered profession. It reflects emerging and established ideas a common bond across all Project types. From governance and organisational cultures to the realisation of benefits and concepts of control and agility, the book weaves a thoughtful narrative that brings together all these elements. The launch of the seventh edition provides an opportunity to take stock and reaffirm our position both in the profession and consider our role in society. We ask you not only to engage with it, but to challenge it, expand on it, bring your experience, knowledge and ideas as we support the profession in realising our long term vision of a world in which all projects succeed, and Project Management is a life skill for all.

9 John McGlynnAPM Chairxiii AcknowledgementsThe APM Body of Knowledge 7th edition has been shaped by a large number of people through 2018. The editor and writing team are extremely grate ful to the hundreds of people who parti cip ated in the online consulta tions for all their help in shaping ideas and chal len ging early versions of the struc ture and content. Of the many volun teers who gave their time and advice, we are grate ful to those members of specific interest groups (SIGs), who reviewed and chal lenged the struc ture and story boards at SIG clinics in September.

10 We extend partic u lar thanks to Steve Barron, Roy Millard, Judy Payne, Penny Pullan and Amerjit Walia who helped to craft some addi tional topics follow ing the SIG clinics, and to Sarah Coleman, who provided advice on Chapter 3, People and Behaviours . Finally, we thank the various review ers of the final text for this book. In a Project like this, it is impossible to satisfy all the people, all the time. We have listened to what you have to say and endeav oured to repres ent the major ity view in this latest version of our profes sion s found a tional know ledge ContributorsDr Ruth Murray-Webster (editor) Ruth is a risk and change practitioner and advisor, currently a partner with Beyond the Deal LLP, director of Potentiality UK and a Teaching Fellow at Warwick Business School.