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Table of Contents

THE STANDARD FOR PROJECT MANAGEMENT

1  INTRODUCTION...................................................................................3
1.1  Purpose of The Standard for Project Management......................3
1.2  Key Terms and Concepts.............................................................4
1.3  Audience for this Standard..........................................................5
2  A SYSTEM FOR VALUE DELIVERY........................................................7
2.1  Creating Value.............................................................................7
2.1.1  Value Delivery Components...............................................8
2.1.2  Information Flow.............................................................11
2.2  Organizational Governance Systems.........................................12
2.3  Functions Associated with Projects...........................................12
2.3.1  Provide Oversight and Coordination................................13
2.3.2  Present Objectives and Feedback....................................13
2.3.3  Facilitate and Support.....................................................14
2.3.4  Perform Work and Contribute Insights............................14
2.3.5  Apply Expertise...............................................................15
2.3.6  Provide Business Direction and Insight............................15
2.3.7  Provide Resources and Direction.....................................15
2.3.8  Maintain Governance.......................................................16
2.4  The Project Environment...........................................................16
2.4.1  Internal Environment.......................................................16
2.4.2  External Environment......................................................18
2.5  Product Management Considerations........................................18

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3  PROJECT MANAGEMENT PRINCIPLES...............................................21
3.1  Be a Diligent, Respectful, and Caring Steward.........................24
3.2  Create a Collaborative Project Team Environment...................28
3.3  Effectively Engage with Stakeholders.....................................31
3.4  Focus on Value........................................................................34
3.5  Recognize, Evaluate, and Respond to System Interactions......37
3.6  Demonstrate Leadership Behaviors.........................................40
3.7  Tailor Based on Context...........................................................44
3.8  Build Quality into Processes and Deliverables.........................47
3.9  Navigate Complexity...............................................................50
3.10  Optimize Risk Responses.........................................................53
3.11  Embrace Adaptability and Resiliency.......................................55
3.12  Enable Change to Achieve the Envisioned Future State..........58
References.......................................................................................60
INDEX....................................................................................................61

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A GUIDE TO THE PROJECT MANAGEMENT
BODY OF KNOWLEDGE (PMBOK® GUIDE)

1. INTRODUCTION..................................................................................3
1.1  Structure of the PMBOK® Guide................................................3
1.2  Relationship of the PMBOK® Guide
and The Standard for Project Management................................4
1.3  Changes to the PMBOK® Guide.................................................6
1.4  Relationship to PMIstandards+..................................................6
2. PROJECT PERFORMANCE DOMAINS..................................................7
2.1  Stakeholder Performance Domain.............................................8
2.1.1  Stakeholder Engagement...............................................10
2.1.2  Interactions with Other Performance Domains...............14
2.1.3  Checking Results............................................................15
2.2  Team Performance Domain........................................................16
2.2.1  Project Team Management and Leadership....................17
2.2.2  Project Team Culture......................................................20
2.2.3  High-Performing Project Teams......................................22
2.2.4  Leadership Skills............................................................23
2.2.5  Tailoring Leadership Styles.............................................30
2.2.6  Interactions with Other Performance Domains...............31
2.2.7  Checking Results............................................................31
2.3  Development Approach and Life Cycle
Performance Domain.................................................................32
2.3.1  Development, Cadence, and Life Cycle Relationship......33
2.3.2  Delivery Cadence...........................................................33
2.3.3  Development Approaches..............................................35
2.3.4  Considerations for Selecting
a Development Approach...............................................39
2.3.5  Life Cycle and Phase Definitions.....................................42
2.3.6  Aligning of Delivery Cadence, Development
Approach, and Life Cycle...............................................46
2.3.7  Interactions with Other Performance Domains...............49
2.3.8  Measuring Outcomes.....................................................50

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2.4  Planning Performance Domain..................................................51
2.4.1  Planning Overview.........................................................52
2.4.2  Planning Variables..........................................................53
2.4.3  Project Team Composition and Structure........................63
2.4.4 Communication..............................................................64
2.4.5  Physical Resources.........................................................65
2.4.6 Procurement..................................................................65
2.4.7 Changes.........................................................................66
2.4.8 Metrics...........................................................................66
2.4.9 Alignment......................................................................67
2.4.10  Interactions with Other Performance Domains...............67
2.4.11  Checking Results............................................................68
2.5  Project Work Performance Domain...........................................69
2.5.1  Project Processes...........................................................71
2.5.2  Balancing Competing Constraints...................................72
2.5.3  Maintaining Project Team Focus.....................................73
2.5.4  Project Communications and Engagement.....................73
2.5.5  Managing Physical Resources.........................................73
2.5.6  Working with Procurements...........................................74
2.5.7  Monitoring New Work and Changes...............................76
2.5.8  Learning throughout the Project....................................77
2.5.9  Interactions with Other Performance Domains...............78
2.5.10  Checking Results............................................................79
2.6  Delivery Performance Domain...................................................80
2.6.1  Delivery of Value............................................................81
2.6.2 Deliverables...................................................................82
2.6.3 Quality...........................................................................87
2.6.4  Suboptimal Outcomes....................................................91
2.6.5  Interactions with Other Performance Domains...............91
2.6.6  Checking Results............................................................92
2.7  Measurement Performance Domain...........................................93
2.7.1  Establishing Effective Measures.....................................95
2.7.2  What to Measure...........................................................98
2.7.3  Presenting Information................................................106

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2.7.4  Measurement Pitfalls....................................................111
2.7.5  Troubleshooting Performance......................................113
2.7.6  Growing and Improving...............................................114
2.7.7  Interactions with Other Performance Domains.............114
2.7.8  Checking Results..........................................................115
2.8  Uncertainty Performance Domain............................................116
2.8.1  General Uncertainty.....................................................119
2.8.2 Ambiguity....................................................................120
2.8.3 Complexity...................................................................120
2.8.4 Volatility......................................................................122
2.8.5 Risk..............................................................................122
2.8.6  Interactions with Other Performance Domains.............128
2.8.7  Checking Results..........................................................129
3. TAILORING......................................................................................131
3.1 Overview................................................................................131
3.2  Why Tailor?.............................................................................133
3.3  What to Tailor.........................................................................134
3.3.1  Life Cycle and Development Approach Selection.........134
3.3.2 Processes.....................................................................135
3.3.3 Engagement.................................................................136
3.3.4 Tools............................................................................136
3.3.5  Methods and Artifacts.................................................136
3.4  The Tailoring Process...............................................................137
3.4.1  Select Initial Development Approach...........................138
3.4.2  Tailor for the Organization...........................................139
3.4.3  Tailor for the Project....................................................141
3.5  Tailoring the Performance Domains.........................................145
3.5.1 Stakeholders................................................................147
3.5.2  Project Team................................................................147
3.5.3  Development Approach and Life Cycle........................148
3.5.4 Planning.......................................................................148
3.5.5  Project Work................................................................149
3.5.6 Delivery.......................................................................149

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