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Alvin’s Project Management Process Cheat Sheet

Knowledge
Number Purpose What does this mean?
Area

A Integration Combining & unifying all areas of a project together This is the "glue" which holds your entire project together

You're making sure that ONLY the required work is being

Defining what is inside and outside the scope of the project, and performed. Anything else OUTSIDE of scope is NOT being
B Scope
defining the required work to meet the project's requirements performed, except if it's approved through the Change
Request Process.

C Schedule Developing and managing the project's schedule. When will the project and certain tasks be completed?

D Cost Determining & managing the project's budget. How much and when are financial resources needed?

Making sure that the quality requirements are being satisfied

E Quality Are we meeting our quality requirements?
throughout the development of the project

Do we have the appropriate staffing resources, along with

F Resource Acquiring and managing human & physical resources
equipment & material resources, needed to begin our work?

You're being proactive with your team and identifying

Identifying, developing and managing strategies to control unexpected
G Risk potential risks & mitigation strategies in response to these
events which may have a positive or negative impact to the project
risks which may positively or negatively impact your project.

Developing & executing the communication strategy for distributing all

Is everyone receiving the right information they need at the
project communications/artifacts (e.g. status updates, reports,
H Communications right time? Remember - Project Managers spend 90% of
documents) and optimizing the communication flow between
their time communicating with others
stakeholders
Determining the strategy for outside material procurement, and
Working with Vendors to sign contracts and acqurie external
J Procurement obtaining external resources outside of your organization (e.g. raw
services, materials, and products
materials, equipment, supplies, and/or services)

Who are the individuals who need to be involved on the

identifying people who can be affected by the project, analyzing their
K Stakeholder project, and how will you keep them actively engaged
expectations, and developing strategies to engage all stakeholders
throughout the project?

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 Alvin’s Project Management Process Cheat Sheet

Knowledge Area ID Process Stage Purpose

A.01 Develop Project Charter Initiation Obtaining formal approval to proceed with a project
Develop Project Creating a Project Management Plan, the master document consisting of all subsidiary
A.02 Planning
Management Plan planning documents
Direct & Manage Project
A.03 Execution Perform and conduct the project's planned work & all approved Change Requests
Work
Manage Project
Integration A.04 Execution Create & use knowledge among team members
Knowledge
Monitor & Control Monitor &
A.05 Review status of the project against planned baselines
Project Work Control
Perform Integrated Monitor & Review all initiated Change Requests and obtain approval from Change Control Boards for
A.06
Change Control Control the next steps
A.07 Close Project / Phase Closure Finalize all activities and complete the project / phase

Plan Scope
B.01 Planning Developing a Scope Management Plan
Management
B.02 Collect Requirements Planning Identifying needs of all stakeholders and gathering feedback of the project requirements
B.03 Define Scope Planning Creating a detailed description of the project's scope and acceptance criteria
Scope
B.04 Create WBS Planning Dividing the project's work into smaller components (Work Breakdown Structure)
Monitor &
B.05 Validate Scope Obtain customer's formal acceptance and approval of the project deliverables
Control
Monitor &
B.06 Control Scope Monitoring the project's scope and any changes to the project's initial Scope Baseline
Control

Plan Schedule
C.01 Planning Determining the strategy for how to create & manage the project's schedule
Management
C.02 Define Activities Planning Identify what activities are required in order to complete the project work
Schedule C.03 Sequence Activities Planning Determine the relationships and dependencies between tasks
Estimate Activity
C.04 Planning Determine how long it takes to complete each work activity
Durations
C.05 Develop Schedule Planning Use the duration estimates and activity information to create a Project Schedule

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 Alvin’s Project Management Process Cheat Sheet
Knowledge Area ID Process Stage Purpose
Monitor & Monitor the project's schedule performance and manage any potential changes to the
C.06 Control Schedule
Control Baseline

D.01 Plan Cost Management Planning Determining strategy for how to manage and estimate the project's costs
Estimate and determine how much money is required to 'fund' and complete the project's
D.02 Estimate Costs Planning
work
Cost Determine the project's Cost Baseline and overall project budget by aggregating the
D.03 Determine Budget Planning
estimated costs for each activity
Monitoring how the financial resources are being spent on the project, and managing any
Monitor &
D.04 Control Costs changes to the Cost Baseline.
Control
(Are we spending over or under our approved budget? Or, are we on target?)

Plan Quality Establishing what the quality requirements are, and the approach for how to comply with
E.01 Planning
Management these requirements
Translating the Quality Management Plan into quality activities, and making sure that the
E.02 Manage Quality Execution
correct processes are being followed.
Quality
Monitoring the performance and results of our quality activities:
Monitor & 1. What is the 'quality' of our in-progress project deliverables? (Verified through inspection &
E.03 Control Quality
Control testing)
2. Do our project deliverables meet the requirements established by the customer?

Plan Resource
F.01 Planning Determine the approach for how all resources will be acquired, estimated, and managed
Management
Estimate Activity
F.02 Planning Estimate the physical & human resources needed to complete the project's work
Resources
F.03 Acquire Resources Execution Obtaining the physical and human resources
Resource
Building your team's skillset, environment, dynamics, and relationships with each other (in
F.04 Develop Team Execution
order to optimize the project's performance)
F.05 Manage Team Execution Tracking the team's performance, providing feedback, and helping resolve any issues
Monitor &
F.06 Control Resources Monitoring how the resources are being used (planned versus actual usage)
Control

Plan Communications
G.01 Planning Determining the strategy for how to communicate and share information with all stakeholders
Management
Communications
Manage
G.02 Execution Creating and distributing all project information and 'communication' artifacts to stsakeholders
Communications
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CAPM®, PMP®, PMI®, & PMBOK® are registered trademarks of the Project Management Institute, Inc.
 Alvin’s Project Management Process Cheat Sheet
Knowledge Area ID Process Stage Purpose
Monitor Monitor & Tracking and monitoring the project's communications to make sure everyone's needs are
G.03
Communications Control being met

H.01 Plan Risk Management Planning Determine the approach for how to perform Risk Management Activities
H.02 Identify Risks Planning Brainstorm and determine the risks (positive or negative) which may affect the project
Perform Qualitative Risk
H.03 Planning Prioritize the risks based upon their Probability of Occurrence and Impact
Analysis
Quantitatively/Numerically analyze the impact of risks on the project's objectives. This is
Perform Quantitative
Risk H.04 Planning focused on the prioritized risks as determined from the prior process, 'Perform Qualitative
Risk Analysis
Risk Analysis'
H.05 Plan Risk Responses Planning Develop Strategies & Action Plans to address the prioritized project risks
Implement Risk
H.06 Execution Execute the planned Risk Responses
Response
Monitor & Monitoring and tracking the executed Risk Responses, the effectiveness of Risk
H.07 Monitor Risks
Control Management Activities, and identify any potential new risks

Plan Procurement Establishing the plan for procuring resources, making a make vs buy decision, and identifying
J.01 Planning
Management potential Sellers
Obtaining responses from the Sellers, and choosing & signing a Contract with the selected
Procurement J.02 Conduct Procurements Execution
Sellers
Monitor &
J.03 Control Procurements Manage & monitor signed agreements and performance of all Sellers
Control

K.01 Identify Stakeholders Initiation Identify all stakeholders who are involved with & can be affected by the project
Plan Stakeholder Determine the strategy for engaging with stakeholders based upon their Needs, Interests,
Planning
K.02 Engagement and Impact Level
Stakeholder Manage Stakeholder Communicate and work with stakeholders to maintain their engagement & relationships,
Execution
K.03 Engagement while also addressing any new issues
Monitor Stakeholder Monitor & Manage and monitor the effectiveness of how stakeholders are being engaged throughout
K.04 Engagement Control the project

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CAPM®, PMP®, PMI®, & PMBOK® are registered trademarks of the Project Management Institute, Inc.
 Alvin’s Project Management Process Cheat Sheet

Project Phase Purpose

Initiation Beginning a new project

Planning Determining the scope of work, budget, scheduling, and resources needed

Execution Completing the project's defined work

Monitor & Tracking and reviewing the project work, and project's progress & performance
Control relative to the initial Planned Baseline

Closure Finalizing all tasks and archiving the project

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CAPM®, PMP®, PMI®, & PMBOK® are registered trademarks of the Project Management Institute, Inc.