PMBOK指南第五版：项目管理权威标准

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"Project Management Body of Knowledge (PMBOK Guide), 5th Ed 是项目管理领域的全球性标准，常被用作PMP（项目管理专业人员）认证的教科书，对于项目管理从业者来说是必备参考资料。该指南由Project Management Institute (PMI) 出版，旨在提供项目管理的核心知识体系。" 《项目管理知识体系指南》(PMBOK® Guide)第五版是项目管理领域的一部权威著作，它概述了项目管理的关键过程、工具和技术。此版本包含了最新的项目管理最佳实践，涵盖了项目管理的五个过程组和十个知识领域： 1. 启动过程组：项目启动阶段，包括定义项目范围、创建项目章程以及组建项目团队。 2. 规划过程组：规划阶段，涉及制定详细的项目计划，包括范围、进度、成本、质量、采购、人力资源、沟通、风险和集成管理计划。 3. 执行过程组：执行阶段，实施项目计划，领导团队，管理干系人关系，并执行各种活动以达成项目目标。 4. 监控过程组：监控阶段，定期评估项目绩效，识别偏差，进行必要的调整，并报告项目状态。 5. 收尾过程组：项目结束阶段，包括完成所有工作，验证项目已满足目标，正式接受产品，释放资源，以及记录经验教训。在PMBOK® Guide中，"PMP"和"PMBOK"是PMI的注册商标，PMP认证是对项目管理人员专业能力的国际认可。此外，书中还提到了其他PMI的相关品牌，如PgMP（项目集管理专业人员）、"Project Management Journal"和"PM Network"等，这些都是PMI在项目管理领域的重要出版物。 PMBOK® Guide第五版不仅提供了项目管理的理论框架，还强调了敏捷思维在现代项目管理中的应用，反映了当前行业对灵活适应变化的需求。它鼓励项目经理们结合传统的瀑布式方法与敏捷方法，以提高项目的成功率。无论是对于初入职场的项目经理，还是经验丰富的专业人士，PMBOK® Guide都是一个不可或缺的学习和参考资源，帮助他们掌握项目管理的全面知识，提升管理效率，确保项目目标的顺利实现。

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Licensed To: Jorge Diego Fuentes Sanchez PMI MemberID: 2399412

This copy is a PMI Member benefit, not for distribution, sale, or reproduction.

Guide) – Fifth Edition

List of tABLEs And figurEs

list of tABles And fiGures

Figure 1-1. Portfolio, Program, and Project Management Interactions ................................................ 5

Figure 2-1. Functional Organization ....................................................................................................22

Figure 2-2. Weak Matrix Organization .................................................................................................23

Figure 2-3. Balanced Matrix Organization ........................................................................................... 24

Figure 2-4. Strong Matrix Organization ...............................................................................................24

Figure 2-5. Projectized Organization ...................................................................................................25

Figure 2-6. Composite Organization ....................................................................................................26

Figure 2-7. The Relationship Between Stakeholders and the Project ................................................31

Figure 2-8. Typical Cost and Staffing Levels Across a Generic Project Life Cycle Structure ............39

Figure 2-9. Impact of Variable Based on Project Time .......................................................................40

Figure 2-10. Example of a Single-Phase Project ...................................................................................42

Figure 2-11. Example of a Three-Phase Project .................................................................................... 43

Figure 2-12. Example of a Project with Overlapping Phases ................................................................ 43

Figure 2-13. Example of Predictive Life Cycle .......................................................................................44

Figure 3-1. Project Management Process Groups ...............................................................................50

Figure 3-2. Process Groups Interact in a Phase or Project .................................................................51

Figure 3-3. Project Management Process Interactions ......................................................................53

Figure 3-4. Project Boundaries ............................................................................................................54

Figure 3-5. Project Data, Information and Report Flow ......................................................................59

Figure 3-6. Data Flow Diagram Legend ...............................................................................................60

Figure 4-1. Project Integration Management Overview ......................................................................65

Licensed To: Jorge Diego Fuentes Sanchez PMI MemberID: 2399412

This copy is a PMI Member benefit, not for distribution, sale, or reproduction.

XII

Guide) – Fifth Edition

List of tABLEs And figurEs

Figure 4-2. Develop Project Charter: Inputs, Tools and Techniques, and Outputs .............................66

Figure 4-3. Develop Project Charter Data Flow Diagram ....................................................................67

Figure 4-3. Develop Project Charter Data Flow Diagram ....................................................................72

Figure 4-5. Develop Project Management Plan Data Flow Diagram ..................................................73

Figure 4-6. Direct and Manage Project Work: Inputs, Tools and Techniques, and Outputs ............... 79

Figure 4-7. Direct and Manage Project Work: Data Flow Diagram .....................................................80

Figure 4-8. Monitor and Control Project Work: Inputs, Tools & Techniques, and Outputs ................. 86

Figure 4-9. Monitor and Control Project Work Data Flow Diagram ....................................................87

Figure 4-10. Perform Integrated Change Control: Inputs, Tools & Techniques, and Outputs ..............94

Figure 4-11. Perform Integrated Change Control Data Flow Diagram..................................................95

Figure 4-12. Close Project or Phase: Inputs, Tools & Techniques, and Outputs ................................. 100

Figure 4-13. Close Project or Phase Data Flow Diagram ....................................................................101

Figure 5-1. Project Scope Management Overview ............................................................................106

Figure 5-2. Plan Scope Management: Inputs, Tools & Techniques, and Outputs .............................107

Figure 5-3. Plan Scope Management Data Flow Diagram ................................................................107

Figure 5-4. Collect Requirements: Inputs, Tools & Techniques, and Outputs ..................................111

Figure 5-5. Collect Requirements Data Flow Diagram ......................................................................111

Figure 5-6. Example of a Requirements Traceability Matrix ............................................................. 119

Figure 5-7. Define Scope: Inputs, Tools & Techniques, and Outputs ................................................120

Figure 5-8. Define Scope Data Flow Diagram ...................................................................................120

Figure 5-9. Create WBS: Inputs, Tools & Techniques, and Outputs ..................................................125

Figure 5-10. Create WBS Data Flow Diagram ...................................................................................... 126

Licensed To: Jorge Diego Fuentes Sanchez PMI MemberID: 2399412

This copy is a PMI Member benefit, not for distribution, sale, or reproduction.

XIII

Guide) – Fifth Edition

List of tABLEs And figurEs

Figure 5-11. Sample WBS Decomposed Down Through Work Packages ........................................... 129

Figure 5-12. Sample WBS Organized by Phase ...................................................................................130

Figure 5-13. Sample WBS with Major Deliverables .............................................................................130

Figure 5-14. Validate Scope: Inputs, Tools & Techniques, and Outputs .............................................133

Figure 5-15. Validate Scope Data Flow Diagram .................................................................................133

Figure 5-16. Control Scope: Inputs, Tools & Techniques, and Outputs ............................................... 136

Figure 5-17. Control Scope Data Flow Diagram ..................................................................................137

Figure 6-1. Project Time Management Overview ..............................................................................143

Figure 6-2. Scheduling Overview .......................................................................................................144

Figure 6-3. Plan Schedule Management: Inputs, Tools & Techniques, and Outputs ........................ 145

Figure 6-4. Plan Schedule Management Data Flow Diagram ...........................................................145

Figure 6-5. Define Activities: Inputs, Tools & Techniques, and Outputs ...........................................149

Figure 6-6. Define Activities Data Flow Diagram ..............................................................................150

Figure 6-7. Sequence Activities: Inputs, Tools & Techniques, and Outputs .....................................153

Figure 6-8. Sequence Activities Data Flow Diagram ......................................................................... 154

Figure 6-9. Precedence Diagramming Method (PDM) Relationship Types ......................................157

Figure 6-10. Examples of Lead and Lag ..............................................................................................158

Figure 6-11. Project Schedule Network Diagram ................................................................................160

Figure 6-12. Estimate Activity Resources: Inputs, Tools & Techniques, and Outputs ........................ 161

Figure 6-13. Estimate Activity Resources Data Flow Diagram ...........................................................161

Figure 6-14. Estimate Activity Durations: Inputs, Tools & Techniques, and Outputs .........................166

Figure 6-15. Estimate Activity Durations Data Flow Diagram ............................................................166

Licensed To: Jorge Diego Fuentes Sanchez PMI MemberID: 2399412

This copy is a PMI Member benefit, not for distribution, sale, or reproduction.

XIV

Guide) – Fifth Edition

List of tABLEs And figurEs

Figure 6-16 Develop Schedule: Inputs, Tools & Techniques, and Outputs ........................................173

Figure 6-17. Develop Schedule Data Flow Diagram ............................................................................ 173

Figure 6-18. Example of Critical Path Method ..................................................................................... 177

Figure 6-19. Example of Critical Chain Method ................................................................................... 178

Figure 6-20. Resource Leveling ...........................................................................................................179

Figure 6-21. Project Schedule Presentations —Examples .................................................................183

Figure 6-22. Control Schedule: Inputs, Tools & Techniques, and Outputs ..........................................185

Figure 6-23. Control Schedule Data Flow Diagram .............................................................................186

Figure 7-1. Project Cost Management Overview ............................................................................... 194

Figure 7-2. Plan Cost Management: Inputs, Tools & Techniques, and Outputs ................................195

Figure 7-3. Plan Cost Management: Data Flow Diagram ..................................................................196

Figure 7-4. Estimate Costs: Inputs, Tools & Techniques, and Outputs .............................................200

Figure 7-5. Estimate Costs Data Flow Diagram.................................................................................201

Figure 7-6. Determine Budget: Inputs, Tools & Techniques, and Outputs ........................................208

Figure 7-7. Determine Budget Data Flow Diagram ...........................................................................209

Figure 7-8. Project Budget Components ............................................................................................ 213

Figure 7-9. Cost Baseline, Expenditures, and Funding Requirements .............................................214

Figure 7-10. Control Costs: Inputs, Tools & Techniques, and Outputs ................................................ 215

Figure 7-11. Control Costs Data Flow Diagram ...................................................................................215

Figure 7-12. Earned Value, Planned Value, and Actual Costs .............................................................219

Figure 7-13. To-Complete Performance Index (TCPI) .......................................................................... 222

Licensed To: Jorge Diego Fuentes Sanchez PMI MemberID: 2399412

This copy is a PMI Member benefit, not for distribution, sale, or reproduction.

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