Intrenion

Books as Frameworks: Project, Program, Portfolio

Table of Contents

A Guide to the Project Management Body of Knowledge (PMBOK Guide)

The Standard for Project Management

Introduction

  1. Purpose of The Standard for Project Management
  2. Key Terms and Concepts
  3. Audience for this Standard

A System for Value Delivery

  1. Creating Value
    1. Value Delivery Components
    2. Information Flow
  2. Organizational Governance Systems
  3. Functions Associated with Projects
    1. Provide Oversight and Coordination
    2. Present Objectives and Feedback
    3. Facilitate and Support
    4. Perform Work and Contribute Insights
    5. Apply Expertise
    6. Provide Business Direction and Insight
    7. Provide Resources and Direction
    8. Maintain Governance
  4. The Project Environment
    1. Internal Environment
    2. External Environment
  5. Product Management Considerations

Project Management Principles

  1. Be a Diligent, Respectful, and Caring Steward
  2. Create a Collaborative Project Team Environment
  3. Effectively Engage with Stakeholders
  4. Focus on Value
  5. Recognize, Evaluate, and Respond to System Interactions
  6. Demonstrate Leadership Behaviors
  7. Tailor Based on Context
  8. Build Quality into Processes and Deliverables
  9. Navigate Complexity
  10. Optimize Risk Responses
  11. Embrace Adaptability and Resiliency
  12. Enable Change to Achieve the Envisioned Future State

A Guide to the Project Management Body of Knowledge (PMBOK Guide)

Introduction

  1. Structure of the PMBOK® Guide
  2. Relationship of the PMBOK® Guide and The Standard for Project Management
  3. Changes to the PMBOK® Guide
  4. Relationship to PMIstandards+

Project Performance Domains

  1. Stakeholder Performance Domain
    1. Stakeholder Engagement
    2. Interactions with Other Performance Domains
    3. Checking Results
  2. Team Performance Domain
    1. Project Team Management and Leadership
    2. Project Team Culture
    3. High-Performing Project Teams
    4. Leadership Skills
    5. Tailoring Leadership Styles
    6. Interactions with Other Performance Domains
    7. Checking Results
  3. Development Approach and Life Cycle Performance Domain
    1. Development, Cadence, and Life Cycle Relationship
    2. Delivery Cadence
    3. Development Approaches
    4. Considerations for Selecting a Development Approach
    5. Life Cycle and Phase Definitions
    6. Aligning of Delivery Cadence, Development Approach, and Life Cycle
    7. Interactions with Other Performance Domains
    8. Measuring Outcomes
  4. Planning Performance Domain
    1. Planning Overview
    2. Planning Variables
    3. Project Team Composition and Structure
    4. Communication
    5. Physical Resources
    6. Procurement
    7. Changes
    8. Metrics
    9. Alignment
    10. Interactions with Other Performance Domains
    11. Checking Results
  5. Project Work Performance Domain
    1. Project Processes
    2. Balancing Competing Constraints
    3. Maintaining Project Team Focus
    4. Project Communications and Engagement
    5. Managing Physical Resources
    6. Working with Procurements
    7. Monitoring New Work and Changes
    8. Learning throughout the Project
    9. Interactions with Other Performance Domains
    10. Checking Results
  6. Delivery Performance Domain
    1. Delivery of Value
    2. Deliverables
    3. Quality
    4. Suboptimal Outcomes
    5. Interactions with Other Performance Domains
    6. Checking Results
  7. Measurement Performance Domain
    1. Establishing Effective Measures
    2. What to Measure
    3. Presenting Information
    4. Measurement Pitfalls
    5. Troubleshooting Performance
    6. Growing and Improving
    7. Interactions with Other Performance Domains
    8. Checking Results
  8. Uncertainty Performance Domain
    1. General Uncertainty
    2. Ambiguity
    3. Complexity
    4. Volatility
    5. Risk
    6. Interactions with Other Performance Domains
    7. Checking Results

Tailoring

  1. Overview
  2. Why Tailor
  3. What to Tailor
    1. Life Cycle and Development Approach Selection
    2. Processes
    3. Engagement
    4. Tools
    5. Methods and Artifacts
  4. The Tailoring Process
    1. Select Initial Development Approach
    2. Tailor for the Organization
    3. Tailor for the Project
  5. Tailoring the Performance Domains
    1. Stakeholders
    2. Project Team
    3. Development Approach and Life Cycle
    4. Planning
    5. Project Work
    6. Delivery
    7. Uncertainty
    8. Measurement
  6. Diagnostics
  7. Summary

Models, Methods, and Artifacts

  1. Overview
  2. Commonly Used Models
    1. Situational Leadership Models
    2. Communication Models
    3. Motivation Models
    4. Change Models
    5. Complexity Models
    6. Project Team Development Models
    7. Other Models
  3. Models Applied Across Performance Domains
  4. Commonly Used Methods
    1. Data Gathering and Analysis
    2. Estimating
    3. Meetings and Events
    4. Other Methods
  5. Methods Applied Across Performance Domains
  6. Commonly Used Artifacts
    1. Strategy Artifacts
    2. Logs and Registers
    3. Plans
    4. Hierarchy Charts
    5. Baselines
    6. Visual Data and Information
    7. Reports
    8. Agreements and Contracts
    9. Other Artifacts
  7. Artifacts Applied Across Performance Domains

Business Analysis Body of Knowledge (BABOK)

Outputs

Business Analysis Planning and Monitoring

  1. Business Analysis Approach
  2. Stakeholder Engagement Approach
  3. Governance Approach
  4. Information Management Approach
  5. Business Analysis Performance Assessment

Elicitation and Collaboration

  1. Elicitation Activity Plan
  2. Elicitation Results
  3. Business Analysis Information
  4. Stakeholder Engagement

Requirements Life Cycle Management

  1. Requirements
  2. Designs
  3. Requirements Change Assessment
  4. Designs Change Assessment

Strategy Analysis

  1. Current State Description
  2. Business Requirements
  3. Business Objectives
  4. Future State Description
  5. Potential Value
  6. Risk Analysis Results
  7. Change Strategy
  8. Solution Scope

Requirements Analysis and Design Definition

  1. Requirements Architecture
  2. Design Options
  3. Solution Recommendation

Solution Evaluation

  1. Solution Performance Measures
  2. Solution Performance Analysis
  3. Solution Limitation
  4. Enterprise Limitation
  5. Recommend Actions

Perspectives

  1. The Agile Perspective
  2. The Business Architecture Perspective
  3. The Business Intelligence Perspective
  4. The Business Process Management Perspective
  5. The Information Technology Perspective

Tasks

Business Analysis Planning and Monitoring

  1. Plan Business Analysis Approach
  2. Plan Stakeholder Engagement
  3. Plan Business Analysis Governance
  4. Plan Business Analysis Information Management
  5. Identify Business Analysis Performance Improvements

Elicitation and Collaboration

  1. Prepare for Elicitation
  2. Conduct Elicitation
  3. Confirm Elicitation Results
  4. Communicate Business Analysis Information
  5. Manage Stakeholder Collaboration

Requirements Life Cycle Management

  1. Trace Requirements
  2. Maintain Requirements
  3. Prioritize Requirements
  4. Assess Requirements Changes
  5. Approve Requirements

Strategy Analysis

  1. Analyze Current State
  2. Define Future State
  3. Assess Risks
  4. Define Change Strategy

Requirements Analysis and Design Definition

  1. Specify and Model Requirements
  2. Verify Requirements
  3. Validate Requirements
  4. Define Requirements Architecture
  5. Define Design Options
  6. Analyze Potential Value and Recommend Solution

Solution Evaluation

  1. Measure Solution Performance
  2. Analyze Performance Measures
  3. Assess Solution Limitations
  4. Assess Enterprise Limitations
  5. Recommend Actions to Increase Solution Value

Techniques

  1. Acceptance and Evaluation Criteria
  2. Backlog Management
  3. Balanced Scorecard
  4. Benchmarking and Market Analysis
  5. Brainstorming
  6. Business Capability Analysis
  7. Business Cases
  8. Business Model Canvas
  9. Business Rules Analysis
  10. Collaborative Games
  11. Concept Modelling
  12. Data Dictionary
  13. Data Flow Diagrams
  14. Data Mining
  15. Data Modelling
  16. Decision Analysis
  17. Decision Modelling
  18. Document Analysis
  19. Estimation
  20. Financial Analysis
  21. Focus Groups
  22. Functional Decomposition
  23. Glossary
  24. Interface Analysis
  25. Interviews
  26. Item Tracking
  27. Lessons Learned
  28. Metrics and Key Performance Indicators
  29. Mind Mapping
  30. Non-Functional Requirements Analysis
  31. Observation
  32. Organizational Modelling
  33. Prioritization
  34. Process Analysis
  35. Process Modelling
  36. Prototyping
  37. Reviews
  38. Risk Analysis and Management
  39. Roles and Permissions Matrix
  40. Root Cause Analysis
  41. Scope Modelling
  42. Sequence Diagrams
  43. Stakeholder List, Map, or Personas
  44. State Modelling
  45. Survey or Questionnaire
  46. SWOT Analysis
  47. Use Cases and Scenarios
  48. User Stories
  49. Vendor Assessment
  50. Workshops

Underlying Competencies

Analytical Thinking and Problem Solving

  1. Conceptual Thinking
  2. Creative Thinking
  3. Decision Making
  4. Learning
  5. Problem Solving
  6. Systems Thinking
  7. Visual Thinking

Behavioural Characteristics

  1. Adaptability
  2. Ethics
  3. Organization and Time Management
  4. Personal Accountability
  5. Trustworthiness

Business Knowledge

  1. Business Acumen
  2. Industry Knowledge
  3. Methodology Knowledge
  4. Organization Knowledge
  5. Solution Knowledge

Communication Skills

  1. Listening
  2. Non-Verbal Communication
  3. Verbal Communication
  4. Written Communication

Interaction Skills

  1. Facilitation
  2. Leadership and Influencing
  3. Negotiation and Conflict Resolution
  4. Teaching
  5. Teamwork

Tools and Technology

  1. Business Analysis Tools and Technology
  2. Communication Tools and Technology
  3. Office Productivity Tools and Technology

Management of Portfolios (OGC)

What is portfolio management?

  1. Portfolio management: definitions
  2. The portfolio management model
  3. The benefits of portfolio management
  4. Portfolio management - some misconceptions

The strategic and organizational context

  1. Portfolio management and business as usual
  2. Portfolio management and strategic and business planning
  3. Portfolio management and budgeting and resource allocation
  4. Portfolio management and programme and project management
  5. Portfolio management and performance management
  6. Portfolio management and corporate governance
  7. Portfolio management and corporate functions

Portfolio management principles

  1. Introducing the portfolio management principles
  2. Portfolio management principle 1: senior management commitment
  3. Portfolio management principle 2: governance alignment
  4. Portfolio management principle 3: strategy alignment
  5. Portfolio management principle 4: portfolio office
  6. Portfolio management principle 5: energized change culture

Portfolio management cycles

  1. If there is no defined start, how should portfolio management be implemented?
  2. How is progress sustained?
  3. Why does organizational energy link the portfolio management cycles?
  4. Portfolio definition cycle
  5. Portfolio delivery cycle

Portfolio definition cycle

  1. Portfolio management practice 1: understand
  2. Portfolio management practice 2: categorize
  3. Portfolio management practice 3: prioritize
  4. Portfolio management practice 4: balance
  5. Portfolio management practice 5: plan
  6. Portfolio management practice 6: management control
  7. Portfolio management practice 7: benefits management
  8. Portfolio management practice 8: financial management
  9. Portfolio management practice 9: risk management
  10. Portfolio management practice 10: stakeholder engagement
  11. Portfolio management practice 11: organizational governance
  12. Portfolio management practice 12: resource management

Portfolio-level documentation

  1. Portfolio benefits management framework
  2. Portfolio benefits realization plan
  3. Portfolio dashboard
  4. Portfolio delivery plan
  5. Portfolio financial plan
  6. Portfolio management framework
  7. Portfolio resource schedule
  8. Portfolio stakeholder engagement and communication plan
  9. Portfolio strategy

The Standard for Portfolio Management (PMI)

Introduction

  1. Purpose of The Standard for Portfolio Management
  2. Audience for The Standard for Portfolio Management
  3. What Is a Portfolio?
  4. Relationships Among Portfolios, Programs, Projects, and Operations
  5. What Is Portfolio Management?
  6. Relationships Among Portfolio Management, Program Management, and Project Management
  7. Principles of Portfolio Management
  8. Relationships Among Portfolio Management, Organizational Strategy, Strategic Business Execution, and Organizational Project Management
  9. Portfolio Management and Organizational Strategy
  10. Strategic Business Execution and Organizational Project Management
  11. Portfolio Components and Their Interrelationships
  12. Program Management
  13. Project Management
  14. Operations Management
  15. Role of the Portfolio Manager
  16. Other Roles in Portfolio Management
  17. Sponsors
  18. Portfolio Governance Body
  19. Portfolio, Program, and/or Project Management Office
  20. Program Managers
  21. Project Managers

The Portfolio Life Cycle

  1. Guiding Principles
  2. Ongoing Life Cycle
  3. Initiation
  4. Planning
  5. Execution
  6. Optimization
  7. Monitor and Control
  8. Portfolio Management Information System
  9. Governance Within the Portfolio Life Cycle

Portfolio Strategic Management

  1. Guiding Principles
  2. Portfolio Strategic Objectives
  3. Developing Portfolio Strategic Objectives
  4. Vision and Mission Statements
  5. Strategic Goals
  6. Strategic Objectives
  7. Strategic Initiatives
  8. Strategic Risk Appetite
  9. Portfolio Charter
  10. Portfolio Roadmap
  11. Key Portfolio Components
  12. Evaluating Portfolio Key Components
  13. Selecting Portfolio Key Components
  14. Managing Strategic Alignment
  15. Considerations When Managing Strategic Impact
  16. The Impact of Strategic Change
  17. Portfolio Optimization

Portfolio Governance

  1. What Is Portfolio Governance?
  2. Guiding Principles
  3. The Concept of Governance
  4. Portfolio Governance Impact on Programs and Projects
  5. Portfolio Governance and Other Domains in Portfolio Management
  6. Effective Portfolio Governance Design Factors
  7. Portfolio Governance Roles
  8. Portfolio Sponsor
  9. Portfolio Governance Board
  10. Portfolio Audit Organization
  11. Other Roles

Portfolio Capacity and Capability Management

  1. Guiding Principles
  2. Capacity Management
  3. Capacity Planning
  4. Supply and Demand Management
  5. Supply and Demand Analysis
  6. Supply and Demand Allocations
  7. Supply and Demand Optimization
  8. Organizational Capabilities
  9. Capability Assessment
  10. Capability Development
  11. Developing New Capabilities
  12. Sustaining Existing Capabilities
  13. Performance Reporting and Analytics
  14. Balance Capacity and Capability

Portfolio Stakeholder Engagement

  1. Guiding Principles
  2. Definition and Identification of Portfolio Stakeholders
  3. Categorization of Stakeholders
  4. Identifying Stakeholders
  5. Analysis of Portfolio Stakeholders
  6. Stakeholder Engagement Planning
  7. Identifying Communications Management Approaches
  8. Alignment with Governance
  9. Communication Infrastructure
  10. Portfolio Management Plan
  11. Portfolio Reports
  12. Portfolio Process Assets
  13. Communication Governance and Interface to Components
  14. Manage Portfolio Communications

Portfolio Value Management

  1. Guiding Principles
  2. What Is Value Management?
  3. Components of Value Management
  4. Negotiating Expected Value
  5. Maximizing Value
  6. Assuring Value
  7. Realizing Value
  8. Measuring Value
  9. Reporting Value

Portfolio Risk Management

  1. Guiding Principles
  2. Managing Portfolio Risk
  3. Balancing Risk
  4. Portfolio Risk Management
  5. Key Planning Elements
  6. Portfolio Risk Management Framework
  7. Risk Perception
  8. Portfolio Risk Management Framework and Portfolio Risk Management Plan
  9. Portfolio Risk Management Framework
  10. Portfolio Risk Management Plan