Project Management Methodology - pm2alliance.eu

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).

2 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. Neither the publication nor the logo can be used in a way which suggests endorsement of an external organisation by the European Union.

3 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.

4 1 Objectives .. 1 Intended Audience .. 1 About the PM Methodology .. 1 The Centre of Excellence in PM (CoEPM ) .. 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.

5 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 .. 20 4 Project Organisation and Roles .. 23 Project Stakeholders.

6 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.

7 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 .. 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).

8 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.

9 76 Manage Risk .. 78 Manage Issues and Decisions .. 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.

10 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 .. 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).