Project Management Methodology

1 Project ManagementMethodologyGuide Commission Centre of Excellence in Project Management (CoEPM ) PM Project Management Methodology Guide Brussels | Luxembourg, 2018 Neither the European Commission nor any person acting on behalf of the Commission is responsible for the use which might be made of the following information. Europe Direct is a service to help you find answers to your questions about the European Union. Freephone number (*): 00 800 6 7 8 9 10 11 (*) The information given is free, as are most calls (though some operators, phone boxes or hotels may charge you). More information on the European Union is available on the internet ( ). Luxembourg: Publications Office of the European Union, 2018 ISBN 978-92-79-91829-2 doi: European Union, 2018 Reproduction and reuse is authorised provided the source is acknowledged. The PM logo is the property of the European Union and may not be registered as a trademark or otherwise, nor used separately from these documents.

2 Neither the publication nor the logo can be used in a way which suggests endorsement of an external organisation by the European Union. I The PM Methodology Guide Title: The PM Project Management Methodology Guide Current Edition: The PM Guide , December 2018 Previous Edition: The PM Guide, , September 2015 The PM Guide Open Edition, , November 2016 Authors and Contributors of the PM Methodology & Guide: Appendix A: Contributions and Acknowledgements Produced and published by: the European Commission, DIGIT Centre of Excellence in Project Management (CoEPM ) Email: Join the Open PM Community and stay in touch for updates: !gb87FF II II II The PM Methodology Guide Table of Contents Table of Contents 1 An Introduction to the PM Guide .. 1 Objectives .. 1 Intended Audience .. 1 About the PM Methodology .. 1 The Centre of Excellence in PM (CoEPM ).

3 2 The Open PM 2 Open PM Publications .. 3 Project Support Network (PSN) .. 3 2 Project 5 About Projects .. 5 What is a Project ? .. 5 Why we do projects .. 6 Project outputs, outcomes, benefits .. 6 About Project Management .. 7 What is Project Management ?.. 7 Project Documentation .. 7 The Project Support Office (PSO) .. 7 Programme Management .. 7 Project Portfolio 8 Projects vs Operations .. 8 Project Environment .. 9 Project 9 Developing Project Management Competences .. 9 Project Management Competences .. 10 3 Overview of the PM Methodology .. 13 The House of PM .. 13 The PM Lifecycle .. 13 Initiating Phase .. 14 Planning Phase .. 15 Executing 15 Closing Phase .. 16 Monitor & Control .. 16 Phase Gates and Approvals .. 17 PM Phase Drivers and Key Artefacts .. 17 What is a PM Project .. 18 PM Mindsets .. 19 Tailoring and Customisation .. 20 PM and Agile Management .

4 20 4 Project Organisation and Roles .. 23 Project Stakeholders .. 23 Project Organisation: Layers and Roles .. 23 Appropriate Governance Body (AGB) .. 24 Project Steering Committee (PSC) .. 24 Project Owner (PO) .. 25 Solution Provider (SP) .. 25 Business Manager (BM) .. 26 Project Manager (PM) .. 26 Business Implementation Group (BIG) .. 27 Project Core Team (PCT) .. 27 Project Support Team (PST) .. 28 RAM (RASCI) Documenting Responsibility Assignments .. 29 III The PM Methodology Guide Table of Contents 5 Initiating Phase .. 31 Initiating 31 Project Initiation Request .. 32 Business Case .. 34 Project Charter .. 36 Phase Gate RfP (Ready for Planning) .. 37 6 Planning Phase .. 39 Planning Kick-off Meeting .. 40 Project Handbook .. 42 Project Roles & Responsibilities .. 43 Project Management Plans .. 43 Project -Specific Plans .. 43 Domain-Specific Artefacts.

5 44 Other .. 44 Project Stakeholder Matrix .. 44 Project Work Plan .. 46 Work Breakdown .. 47 Effort & Cost Estimates .. 47 Project Schedule .. 47 Outsourcing Plan .. 48 Deliverables Acceptance Plan .. 49 Transition Plan .. 51 Business Implementation Plan .. 52 Phase Gate: RfE (Ready for Executing) .. 53 7 Executing Phase .. 55 Executing Kick-off Meeting .. 56 Project Coordination .. 57 Quality Assurance .. 58 Project Reporting .. 59 Information Distribution .. 61 Phase Gate: RfC (Ready for Closing) .. 62 8 Closing Phase .. 63 Project -End Review Meeting .. 64 Lessons Learned and Post- Project Recommendations .. 65 Project -End Report .. 66 Administrative Closure .. 67 9 Monitor & Control .. 69 Monitor Project Performance .. 70 Control Schedule .. 71 Control Cost .. 72 Manage Stakeholders .. 73 Manage Requirements .. 74 Manage Project Change .. 76 Manage Risk .. 78 Manage Issues and Decisions.

6 79 Manage Quality .. 80 Manage Deliverables Acceptance .. 81 Manage Transition .. 83 Manage Business Implementation .. 84 Manage Outsourcing .. 85 IV IV IV The PM Methodology Guide Table of Contents Appendix A: Contributions and Acknowledgements .. 87 Appendix B: Project Management Plans and Logs .. 89 Requirements Management Plan .. 89 Project Change Management Plan .. 90 Risk Management Plan .. 91 Issue Management Plan .. 92 Quality Management Plan .. 93 Communications Management Plan .. 95 Change Log .. 96 Risk Log .. 97 Issue Log .. 98 Decision Log .. 99 Appendix C: Project Management Tools & Techniques .. 101 PESTEL Analysis .. 101 Make or Buy Analysis .. 101 Stakeholder Interest/Influence Matrix (SIIM) .. 101 Risk Likelihood/Impact Matrix .. 101 Work Breakdown Structure (WBS) .. 102 Deliverables Breakdown Structure (DBS) .. 102 Effort and Cost Estimates.

7 102 Three-Point Estimates .. 102 Decision Trees .. 102 Project Scheduling .. 103 Resource Levelling .. 103 Gantt 103 Critical Path Method (CPM) .. 103 Critical Chain Method (CCM) .. 103 Earned Value Management (EVM) .. 104 Pareto Analysis .. 104 Lessons Learned .. 104 Appendix D: PM Extensions .. 105 PM and Agile Management .. 105 PM Programme Management (PM -PGM) .. 106 PM and Portfolio Management .. 108 Appendix E: Additional Resources .. 111 PM Artefacts & Activities Summary Tables and Diagrams .. 111 Getting Started with PM - Quick Start Tips .. 114 Useful Online Resources .. 115 Appendix F: Ethics and Conduct .. 117 PM Code of Professional Conduct .. 117 Appendix G: Glossary .. 121 1 The PM Methodology Guide 1. An Introduction to the PM Guide 1 An Introduction to the PM Guide Objectives This guide sets out to provide an introduction to the PM Project Management Methodology .

8 It has been kept as lean as possible, while still providing enough information to allow for an effective understanding of the PM Methodology as practitioners start to use it. Intended Audience Entry-level Project Managers (PMs) and Project teams wishing to learn more about Project Management and the PM Methodology . Experienced Project Managers (PMs) and team members who wish to learn more about the PM Methodology . Project teams that wish to start using the PM Methodology in their projects. This guide can be read from beginning to end, to learn about the Methodology , or it can be used as a reference, to help you as you practise PM . It provides: A common vocabulary (glossary) which makes it easier for Project teams to communicate and apply Project Management concepts. Best practices it is up to the Project Managers (PMs) and Project teams to choose the PM practices that will bring most value to their projects.

9 A link to the Agile PM and PM Project Portfolio Management models. Links to PM resources (online resources, Artefact templates and examples). About the PM Methodology PM is a Project Management Methodology developed by the European Commission. Its purpose is to enable Project Managers (PMs) to deliver solutions and benefits to their organisations by effectively managing the entire lifecycle of their Project . PM has been created with the needs of European Union Institutions and projects in mind, but is transferrable to projects in any organisation. PM is a light and easy-to-implement Methodology which Project teams can tailor to their specific needs. PM is fully supported by a comprehensive training programme (including workshops and coaching sessions), online documentation and an active Community of Practice (currently only available within the European Commission and to a number of affiliate European Institutions).

10 PM incorporates elements from a wide range of globally accepted Project Management best practices, captured in standards and methodologies. Its development has also been influenced by operational experience on various projects both within European Union Institutions and external bodies. The PM Methodology provides: a Project governance structure process guidelines artefact templates guidelines for using the artefacts a set of effective mindsets PM improves the effectiveness of Project Management by: improving communication and the dissemination of information clarifying expectations as early as possible in the Project lifecycle defining the Project lifecycle (from Initiating to Closing) providing guidelines for Project planning introducing monitor and control activities proposing Management activities and outputs (plans, meetings, decisions) providing a link to agile practices (Agile PM ) 2 2 2 The PM Methodology Guide 1.