ANSI IEEE 1490-2011 Guide Adoption of the Project Management Institute (PMI) Standard A Guide to the Project Management Body of Knowledge (PMBOK Guide) Fourth Edition (IEEE Compute.pdf

1、IEEE Guide Adoption of the Project Management Institute (PMI) Standard A Guide to the Project Management Body of Knowledge (PMBOK Guide) Fourth Edition Sponsored by the Software +1 978 750 8400. Permission to photocopy portions of any individual standard for educational classroom use can also be obt

2、ained through the Copyright Clearance Center. iv Copyright 2011 IEEE. All rights reserved. Introduction This introduction is not part of IEEE Std 1490-2011, IEEE GuideAdoption of the Project Management Institute (PMI) StandardA Guide to the Project Management Body of Knowledge (PMBOK Guide)Fourth Ed

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9、ocess, visit the IEEE-SA web site at http:/standards.ieee.org. Errata Errata, if any, for this and all other standards can be accessed at the following URL: http:/standards.ieee.org/findstds/errata/index.html. Users are encouraged to check this URL for errata periodically. v Copyright 2011 IEEE. All

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13、t rights, and the risk of infringement of such rights, is entirely their own responsibility. Further information may be obtained from the IEEE Standards Association. vi Copyright 2011 IEEE. All rights reserved. Participants At the time this guide was submitted to the IEEE-SA Standards Board for appr

14、oval, the P1490 Working Group had the following membership: Paul Diamond, Chair The following members of the individual balloting committee voted on this guide. Balloters may have voted for approval, disapproval, or abstention. William J. Ackerman Ed Addario Wole Akpose T. Scott Ankrum Angela Anusze

15、wski Ali Al Awazi Bakul Banerjee Charles Barest Robert Beresh H. Stephen Berger Wallace Binder Martin J. Bishop Juris Borzovs Pieter Botman Ted Burse Mark Bushnell William Byrd Juan Carreon Lawrence Catchpole Suresh Channarasappa William Chisholm Keith Chow John Cole Stephen Conrad Paul Croll Alirez

16、a Daneshpooy Geoffrey Darnton Joseph Decuir Ryan Dellolio Thomas Dineen Gary Donner Sourav Dutta Timothy Ehrler Gary Engmann Andrew Fieldsend Keith Flowers Andre Fournier Eva Freund Fredric Friend David Friscia David Fuschi George Gianacakes Randall Groves John Harauz Mark Henley Lee Herron Rutger A

17、. Heunks Werner Hoelzl Peter Hung Atsushi Ito Mark Jaeger Cheryl Jones Piotr Karocki Stuart J Kerry Yuri Khersonsky Ronald Kohl Jim Kulchisky Thomas Kurihara Paul Lambert Susan Land J. Dennis Lawrence David Leciston William Lumpkins Greg Luri Arthur Marris Edward Mccall James Mccall Kathryn Moland W

18、illiam Moncrief James Moore Arthur Neubauer Michael S. Newman Joe Nims Mark Paulk William Petit Peter Petrov Iulian Profir Annette Reilly Michael Roberts Robert Robinson Fernando Lucas Rodriguez Terence Rout Randall Safier Bartien Sayogo Robert Schaaf Maud Schlich Terry Schmidt Carl Singer James Siv

19、ak James Smith Jerry Smith Michael Smith Steven Smith Brian Smithson Aaron Snyder Kapil Sood Luca Spotorno Friedrich Stallinger Thomas Starai Walter Struppler Gerald Stueve Marcy Stutzman Thomas Tullia Vincent Tume John Vergis Jane Verner David Walden Charlene Walrad Kenneth White Mark Wilbur M. Kar

20、en Woolf John Yale Jian Yu Oren Yuen Janusz Zalewski vii Copyright 2011 IEEE. All rights reserved. When the IEEE-SA Standards Board approved this guide on 31 October 2011, it had the following membership: Richard H. Hulett, Chair John Kulick, Vice Chair Robert M. Grow, Past Chair Judith Gorman, Secr

21、etary Masayuki Ariyoshi William Bartley Ted Burse Clint Chaplin Wael Diab Jean-Philippe Faure Alex Gelman Paul Houz Jim Hughes Joseph L. Koepfinger* David Law Thomas Lee Hung Ling Oleg Logvinov Ted Olsen Gary Robinson Jon Rosdahl Sam Sciacca Mike Seavey Curtis Siller Phil Winston Howard Wolfman Don

22、Wright *Member Emeritus Also included are the following nonvoting IEEE-SA Standards Board liaisons: Satish Aggarwal, NRC Representative Richard DeBlasio, DOE Representative Michael Janezic, NIST Representative Catherine Berger IEEE Standards Editor Malia Zaman IEEE Standards Program Manager, Technic

23、al Program Development viii Copyright 2011 IEEE. All rights reserved. Contents to IEEE Std 1490-2011 A Guide to the Project Management Body of Knowledge (PMBOK Guide)Fourth Edition. 1 1 Copyright 2011 IEEE. All rights reserved. IEEE Guide Adoption of the Project Management Institute (PMI) Standard A

24、 Guide to the Project Management Body of Knowledge (PMBOK Guide) Fourth Edition IMPORTANT NOTICE: This standard is not intended to ensure safety, security, health, or environmental protection. Implementers of the standard are responsible for determining appropriate safety, security, environmental, a

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26、es and Disclaimers Concerning IEEE Documents.” They can also be obtained on request from IEEE or viewed at http:/standards.ieee.org/IPR/disclaimers.html. An American National StandardANSI/PMI 99-001-2008Project Management InstituteA GUIDE TO THE PROJECT MANAGEMENT BODY OF KNOWLEDGE(PMBOKGuide)Fourth

27、 EditionISBN: 978-1-933890-51-7Published by: Project Management Institute, Inc.14 Campus BoulevardNewtown Square, Pennsylvania 19073-3299 USA.Phone: +1-610-356-4600Fax: +1-610-356-4647E-mail: customercarepmi.orgInternet: www.PMI.org2008 Project Management Institute, Inc. All rights reserved.“PMI”, t

28、he PMI logo, “PMP”, the PMP logo, “PMBOK”, “PgMP”, “Project Management Journal”, “PM Network”, and the PMI Today logo are registered marks of Project Management Institute, Inc. The Quarter Globe Design is a trademark of the Project Management Institute, Inc. For a comprehensive list of PMI marks, co

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41、maker of the statement.I2008 Project Management Institute. A Guide to the Project Management Body of Knowledge (PMBOKGuide) Fourth EditionTABLE OF CONTENTSPREFACE TO THE FOURTH EDITION . XXIISECTION I - THE PROJECT MANAGEMENT FRAMEWORK 1CHAPTER 1 - INTRODUCTION .31.1 Purpose of the PMBOKGuide . 41.2

42、 What is a Project? 51.3 What is Project Management? 61.4 Relationships Among Project Management, Program Management, and Portfolio Management . 71.4.1 Portfolio Management . 81.4.2 Program Management . 91.4.3 Projects and Strategic Planning 101.4.4 Project Management Offi ce . 111.5 Project Managem

43、ent and Operations Management . 121.6 Role of a Project Manager . 131.7 Project Management Body of Knowledge. 131.8 Enterprise Environmental Factors . 14CHAPTER 2 - PROJECT LIFE CYCLE AND ORGANIZATION .152.1 The Project Life CycleOverview 152.1.1 Characteristics of the Project Life Cycle. 162.1.2 Pr

44、oduct vs. Project Life Cycle Relationships 182.1.3 Project Phases . 182.2 Projects vs. Operational Work . 222.3 Stakeholders 232.4 Organizational Infl uences on Project Management . 272.4.1 Organizational Cultures and Styles . 272.4.2 Organizational Structure 282.4.3 Organizational Process Assets 32

45、II2008 Project Management Institute. A Guide to the Project Management Body of Knowledge (PMBOKGuide) Fourth EditionSECTION II - THE STANDARD FOR PROJECT MANAGEMENT OF A PROJECT 35CHAPTER 3 - PROJECT MANAGEMENT PROCESSES FOR A PROJECT 373.1 Common Project Management Process Interactions . 393.2 Proj

46、ect Management Process Groups 413.3 Initiating Process Group 443.3.1 Develop Project Charter . 453.3.2 Identify Stakeholders 463.4 Planning Process Group 463.4.1 Develop Project Management Plan . 483.4.2 Collect Requirements 493.4.3 Defi ne Scope 493.4.4 Create WBS 493.4.5 Defi ne Activities . 503.4

47、.6 Sequence Activities . 503.4.7 Estimate Activity Resources 503.4.8 Estimate Activity Durations . 513.4.9 Develop Schedule 513.4.10 Estimate Costs . 523.4.11 Determine Budget 523.4.12 Plan Quality 523.4.13 Develop Human Resource Plan . 533.4.14 Plan Communications 533.4.15 Plan Risk Management 533.

48、4.16 Identify Risks . 543.4.17 Perform Qualitative Risk Analysis . 543.4.18 Perform Quantitative Risk Analysis 543.4.19 Plan Risk Responses 553.4.20 Plan Procurements 553.5 Executing Process Group 553.5.1 Direct and Manage Project Execution 573.5.2 Perform Quality Assurance 573.5.3 Acquire Project T

49、eam 57TABLE OF CONTENTSIII2008 Project Management Institute. A Guide to the Project Management Body of Knowledge (PMBOKGuide) Fourth Edition3.5.4 Develop Project Team 583.5.5 Manage Project Team 583.5.6 Distribute Information . 583.5.7 Manage Stakeholder Expectations . 593.5.8 Conduct Procurements 593.6 Monitoring and Controlling Process Group 593.6.1 Monitor and Control Project Work . 613.6.2 Perform Integrated Change Control 613.6.3 Verify Scope . 613.6.4 Control Scope . 623.6.5 Control Schedule 623.6.6 Control Costs 623.6.7