Templates by PMBOK^® Guide Process Groups

• Develop Project Charter
• Identify Stakeholders

Purpose: Resources for project kick-off, project value assessment, and initial scope definition, which can be used at the beginning of a project, and at the beginning of a phase if desired, to ensure that the goals of the upcoming work are understood as the foundation for the work to follow and that work is authorized to start.

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• Develop Project Management Plan
• Plan Scope Management
• Collect Requirements
• Define Scope
• Create Work Breakdown Structure
• Plan Schedule Management
• Define Activities
• Sequence Activities
• Estimate Activity Resources
• Estimate Activity Durations
• Develop Schedule
• Plan Cost Management
• Estimate Costs
• Determine Budget
• Plan Quality Management
• Plan Human Resource Management
• Plan Communications Management
• Plan Risk Management
• Identify Risks
• Perform Qualitative Risk Analysis
• Perform Quantitative Risk Analysis
• Plan Risk Responses
• Plan Procurement Management
• Plan Stakeholder Management

Purpose: Resources for project scope definition and planning, and related activities necessary to estimate, budget and plan for project execution. Planning approaches can be used iteratively as necessary for the particular project.

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• Direct and Manage Work
• Perform Quality Assurance
• Acquire Project Team
• Develop Project Team
• Manage Project Team
• Manage Communications
• Conduct Procurements
• Manage Stakeholder Engagement

Purpose: Resources for obtaining a team, executing the work of the project, and integrating the work of people and other resources to carry out the project plan. Includes tools for quality assurance, communicating progress, and developing and managing the project team, stakeholders and sponsors.

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• Monitor and Control Project Work
• Perform Integrated Change Control
• Verify Scope
• Control Scope
• Control Schedule
• Control Costs
• Control Quality
• Control Communications
• Control Risks
• Control Procurements
• Control Stakeholder Engagement

Purpose: Resources for monitoring progress and reviewing content and quality of project deliverables, to ensure that project objectives are being met, performance is being reported, and project cost, schedule, quality, risk, and scope are being controlled.

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• Close Project or Phase
• Close Procurements

Purpose: Resources for gaining customer acceptance of project objectives and deliverables, and at the conclusion of major activities, phases, or the entire project, capturing lessons learned.

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