包邮项目管理知识体系指南(PMBOK?指南)第6版 英文版 项目管理协会

包邮项目管理知识体系指南(PMBOK?指南)第6版 英文版 项目管理协会 pdf epub mobi txt 电子书 下载 2025

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出版社: 生产运作管理
ISBN:9787121336447
商品编码:28777287044

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内容简介

第6版首次加纳入了在敏捷或者适应型环境中应用良好项目管理实践的指南。各章节(或知识领域)现在有4个引导部分:核心概念、趋势和新兴实践、剪裁考虑因素、敏捷或适应型环境中需要考虑的因素。 第6版格外重视项目管里中的战略与业务知识方面,前三章对涉及项目管理的业务文档进行了讨论第6版增加了一个有关项目经理角色的新章节, 专门讨论“PMI?人才三角”及组织对项目经理的技能组合要求, 这些技能让项目经理更具竞争力, 并且在技术、领导能力、战略和商业管理方面更有相关性。第6版相比5版, 增加了一个项目管理标准(美国国家标准:ASBI/PMI99-001-2017),这也是第6版比第5版增加篇幅的主要原因。 第6版内容与敏捷项目管理由密切的相关性,PMI也首次推出了《敏捷项目实践指南》。 《敏捷项目实践指南》中英文版将于2018年6月由电子工业出版社出版。 本书利用一种专利防伪印刷技术印刷,旨在防止未经授权擅自复制。纸张为灰色,而不是白色。复印或扫描本书页面时,背景中隐藏的警告信息就会显示出来。这种安全措施旨在阻止一切对本书的非法复制或伪造企图。

Table of Contents

PART 1.

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

1. Introduction............................................................................................................................1

1.1 Overview and Purpose of this Guide.................................................................................1

1.1.1 The Standard for Project Management................................................................2

1.1.2 Common Vocabulary.............................................................................................3

1.1.3 Code of Ethics and Professional Conduct............................................................3

1.2 Foundational Elements......................................................................................................4

1.2.1 Projects..................................................................................................................4

1.2.2 The Importance of Project Management............................................................10

1.2.3 Relationship of Project, Program, Portfolio,and Operations Management.............11

1.2.4 Components of the Guide....................................................................................17

1.2.5 Tailoring...............................................................................................................28

1.2.6 Project Management Business Documents.......................................................29

2. THE ENVIRONMENT IN WHICH PROJECTS OPERATE................................................37

2.1 Overview..........................................................................................................................37

2.2 Enterprise Environmental Factors..................................................................................38

2.2.1 EEFs Internal to the Organization.......................................................................38

2.2.2 EEFs External to the Organization......................................................................39

2.3 Organizational Process Assets.......................................................................................39

2.3.1 Processes, Policies, and Procedures..................................................................40

2.3.2 Organizational Knowledge Repositories............................................................41

2.4 Organizational Systems..................................................................................................42

2.4.1 Overview..............................................................................................................42

2.4.2 Organizational Governance Frameworks...........................................................43

2.4.3 Management Elements.......................................................................................44

2.4.4 Organizational Structure Types..........................................................................45

3. THE ROLE OF THE PROJECT MANAGER..................................................................... 51

3.1 Overview..........................................................................................................................51

3.2 Definition of a Project Manager......................................................................................52

3.3 The Project Manager’s Sphere of Influence...................................................................52

3.3.1 Overview..............................................................................................................52

3.3.2 The Project..........................................................................................................53

3.3.3 The Organization.................................................................................................54

3.3.4 The Industry........................................................................................................55

3.3.5 Professional Discipline.......................................................................................56

3.3.6 Across Disciplines...............................................................................................56

3.4 Project Manager Competences.............................................................................. 56

3.4.1 Overview..............................................................................................................56

3.4.2 Technical Project Management Skills................................................................58

3.4.3 Strategic and Business Management Skills......................................................58

3.4.4 Leadership Skills.................................................................................................60

3.4.5 Comparison of Leadership and Management....................................................64

3.5 Performing Integration............................................................................................. 66

3.5.1 Performing Integration at the Process Level.....................................................67

3.5.2 Integration at the Cognitive Level.......................................................................67

3.5.3 Integration at the Context Level.........................................................................67

3.5.4 Integration and Complexity................................................................................68

4. PROJECT INTEGRATIONMANAGEMENT...................................................................69

4.1 Develop Project Charter..................................................................................................75

4.1.1 Develop Project Charter: Inputs..........................................................................77

4.1.2 Develop Project Charter: Tools and Techniques.................................................79

4.1.3 Develop Project Charter: Outputs.......................................................................81

4.2 Develop Project Management Plan.................................................................................82

4.2.1 Develop Project Management Plan: Inputs........................................................83

4.2.2 Develop Project Management Plan: Tools and Techniques...............................85

4.2.3 Develop Project Management Plan: Outputs......................................................86

4.3 Direct and Manage Project Work....................................................................................90

4.3.1 Direct and Manage Project Work: Inputs...........................................................92

4.3.2 Direct and Manage Project Work: Tools and Techniques..................................94

4.3.3 Direct and Manage Project Work: Outputs.........................................................95

4.4 Manage Project Knowledge............................................................................................98

4.4.1 Manage Project Knowledge: Inputs..................................................................100

4.4.2 Manage Project Knowledge: Tools and Techniques.........................................102

4.4.3 Manage Project Knowledge: Outputs...............................................................104

4.5 Monitor and Control Project Work................................................................................105

4.5.1 Monitor and Control Project Work: Inputs........................................................107

4.5.2 Monitor and Control Project Work: Tools and Techniques...............................110

4.5.3 Monitor and Control Project Work: Outputs.....................................................112

4.6 Perform Integrated Change Control..............................................................................113

4.6.1 Perform Integrated Change Control: Inputs.....................................................116

4.6.2 Perform Integrated Change Control: Tools and Techniques............................118

4.6.3 Perform Integrated Change Control: Outputs...................................................120

4.7 Close Project or Phase..................................................................................................121

4.7.1 Close Project or Phase: Inputs..........................................................................124

4.7.2 Close Project or Phase: Tools and Techniques.................................................126

4.7.3 Close Project or Phase: Outputs.......................................................................127

5. PROJECT SCOPE MANAGEMENT............................................................................ 129

5.1 Plan Scope Management...............................................................................................134

5.1.1 Plan Scope Management: Inputs......................................................................135

5.1.2 Plan Scope Management: Tools and Techniques.............................................136

5.1.3 Plan Scope Management: Outputs...................................................................137

5.2 Collect Requirements....................................................................................................138

5.2.1 Collect Requirements: Inputs...........................................................................140

5.2.2 Collect Requirements: Tools and Techniques..................................................142

5.2.3 Collect Requirements: Outputs.........................................................................147

5.3 Define Scope..................................................................................................................150

5.3.1 Define Scope: Inputs.........................................................................................152

5.3.2 Define Scope: Tools and Techniques................................................................153

5.3.3 Define Scope: Outputs.......................................................................................154

5.4 Create WBS....................................................................................................................156

5.4.1 Create WBS: Inputs...........................................................................................157

5.4.2 Create WBS: Tools and Techniques..................................................................158

5.4.3 Create WBS: Outputs.........................................................................................161

5.5 Validate Scope...............................................................................................................163

5.5.1 Validate Scope: Inputs......................................................................................165

5.5.2 Validate Scope: Tools and Techniques.............................................................166

5.5.3 Validate Scope: Outputs....................................................................................166

5.6 Control Scope................................................................................................................167

5.6.1 Control Scope: Inputs........................................................................................169

5.6.2 Control Scope: Tools and Techniques...............................................................170

5.6.3 Control Scope: Outputs.....................................................................................170

6. PROJECT SCHEDULE MANAGEMENT...................................................................173

6.1 Plan Schedule Management.........................................................................................179

6.1.1 Plan Schedule Management: Inputs.................................................................180

6.1.2 Plan Schedule Management: Tools and Techniques........................................181

6.1.3 Plan Schedule Management: Outputs..............................................................181

6.2 Define Activities.............................................................................................................183

6.2.1 Define Activities: Inputs....................................................................................184

6.2.2 Define Activities: Tools and Techniques...........................................................184

6.2.3 Define Activities: Outputs.................................................................................185

6.3 Sequence Activities.......................................................................................................187

6.3.1 Sequence Activities: Inputs..............................................................................188

6.3.2 Sequence Activities: Tools and Techniques.....................................................189

6.3.3 Sequence Activities: Outputs............................................................................194

6.4 Estimate Activity Durations...........................................................................................195

6.4.1 Estimate Activity Durations: Inputs..................................................................198

6.4.2 Estimate Activity Durations: Tools and Techniques.........................................200

6.4.3 Estimate Activity Durations: Outputs...............................................................203

6.5 Develop Schedule..........................................................................................................205

6.5.1 Develop Schedule: Inputs.................................................................................207

6.5.2 Develop Schedule: Tools and Techniques........................................................209

6.5.3 Develop Schedule: Outputs...............................................................................217

6.6 Control Schedule...........................................................................................................222

6.6.1 Control Schedule: Inputs...................................................................................224

6.6.2 Control Schedule: Tools and Techniques..........................................................226

6.6.3 Control Schedule: Outputs................................................................................228

7. PROJECT COST MANAGEMENT............................................................................. 231

7.1 Plan Cost Management.................................................................................................235

7.1.1 Plan Cost Management: Inputs.........................................................................236

7.1.2 Plan Cost Management: Tools and Techniques................................................237

7.1.3 Plan Cost Management: Outputs......................................................................238

7.2 Estimate Costs...............................................................................................................240

7.2.1 Estimate Costs: Inputs......................................................................................241

7.2.2 Estimate Costs: Tools and Techniques.............................................................243

7.2.3 Estimate Costs: Outputs....................................................................................246

7.3 Determine Budget..........................................................................................................248

7.3.1 Determine Budget: Inputs.................................................................................250

7.3.2 Determine Budget: Tools and Techniques........................................................252

7.3.3 Determine Budget: Outputs..............................................................................254

7.4 Control Costs.................................................................................................................257

7.4.1 Control Costs: Inputs.........................................................................................259

7.4.2 Control Costs: Tools and Techniques................................................................260

7.4.3 Control Costs: Outputs......................................................................................268

8. PROJECT QUALITY MANAGEMENT......................................................................... 271

8.1 Plan Quality Management.............................................................................................277

8.1.1 Plan Quality Management: Inputs....................................................................279

8.1.2 Plan Quality Management: Tools and Techniques...........................................281

8.1.3 Plan Quality Management: Outputs..................................................................286

8.2 Manage Quality..............................................................................................................288

8.2.1 Manage Quality: Inputs.....................................................................................290

8.2.2 Manage Quality: Tools and Techniques............................................................292

8.2.3 Manage Quality: Outputs...................................................................................296

8.3 Control Quality...............................................................................................................298

8.3.1 Control Quality: Inputs......................................................................................300

8.3.2 Control Quality: Tools and Techniques.............................................................302

8.3.3 Control Quality: Outputs....................................................................................305

9. PROJECT RESOURCE MANAGEMENT............................................................. 307

9.1 Plan Resource Management.........................................................................................312

9.1.1 Plan Resource Management: Inputs................................................................314

9.1.2 Plan Resource Management: Tools and Techniques........................................315

9.1.3 Plan Resource Management: Outputs..............................................................318

9.2 Estimate Activity Resources.........................................................................................320

9.2.1 Estimate Activity Resources: Inputs.................................................................322

9.2.2 Estimate Activity Resources: Tools and Techniques........................................324

9.2.3 Estimate Activity Resources: Outputs..............................................................325

9.3 Acquire Resources........................................................................................................328

9.3.1 Acquire Resources: Inputs................................................................................330

9.3.2 Acquire Resources: Tools and Techniques.......................................................332

9.3.3 Acquire Resources: Outputs.............................................................................333

9.4 Develop Team................................................................................................................336

9.4.1 Develop Team: Inputs........................................................................................339

9.4.2 Develop Team: Tools and Techniques...............................................................340

9.4.3 Develop Team: Outputs.....................................................................................343

9.5 Manage Team................................................................................................................345

9.5.1 Manage Team: Inputs........................................................................................347

9.5.2 Manage Team: Tools and Techniques...............................................................348

9.5.3 Manage Team: Outputs.....................................................................................350

9.6 Control Resources.........................................................................................................352

9.6.1 Control Resources: Inputs.................................................................................354

9.6.2 Control Resources: Tools and Techniques........................................................356

9.6.3 Control Resources: Outputs..............................................................................357

10. PROJECT COMMUNICATIONS MANAGEMENT...................................................... 359

10.1 Plan Communications Management...........................................................................366

10.1.1 Plan Communications Management: Inputs..................................................368

10.1.2 Plan Communications Management: Tools and Techniques.........................369

10.1.3 Plan Communications Management: Outputs................................................377

10.2 Manage Communications...........................................................................................379

10.2.1 Manage Communications: Inputs...................................................................381

10.2.2 Manage Communications: Tools and Techniques..........................................383

10.2.3 Manage Communications: Outputs................................................................387

10.3 Monitor Communications............................................................................................388

10.3.1 Monitor Communications: Inputs...................................................................390

10.3.2 Monitor Communications: Tools and Techniques..........................................391

10.3.3 Monitor Communications: Outputs.................................................................392

11. PROJECT RISK MANAGEMENT........................................................................ 395

11.1 Plan Risk Management...............................................................................................401

11.1.1 Plan Risk Management: Inputs.......................................................................402

11.1.2 Plan Risk Management: Tools and Techniques..............................................404

11.1.3 Plan Risk Management: Outputs....................................................................405

11.2 Identify Risks...............................................................................................................409

11.2.1 Identify Risks: Inputs......................................................................................411

11.2.2 Identify Risks: Tools and Techniques.............................................................414

11.2.3 Identify Risks: Outputs....................................................................................417

11.3 Perform Qualitative Risk Analysis..............................................................................419

11.3.1 Perform Qualitative Risk Analysis: Inputs......................................................421

11.3.2 Perform Qualitative Risk Analysis: Tools and Techniques.............................422

11.3.3 Perform Qualitative Risk Analysis: Outputs...................................................427

11.4 Perform Quantitative Risk Analysis............................................................................428

11.4.1 Perform Quantitative Risk Analysis: Inputs...................................................430

11.4.2 Perform Quantitative Risk Analysis: Tools and Techniques..........................431

11.4.3 Perform Quantitative Risk Analysis: Outputs.................................................436

11.5 Plan Risk Responses...................................................................................................437

11.5.1 Plan Risk Responses: Inputs..........................................................................439

11.5.2 Plan Risk Responses: Tools and Techniques.................................................441

11.5.3 Plan Risk Responses: Outputs........................................................................447

11.6 Implement Risk Responses.........................................................................................449

11.6.1 Implement Risk Responses: Inputs................................................................450

11.6.2 Implement Risk Responses: Tools and Techniques.......................................451

11.6.3 Implement Risk Responses: Outputs.............................................................451

11.7 Monitor Risks...............................................................................................................453

11.7.1 Monitor Risks: Inputs......................................................................................455

11.7.2 Monitor Risks: Tools and Techniques.............................................................456

11.7.3 Monitor Risks: Outputs...................................................................................457

12. PROJECT PROCUREMENT MANAGEMENT.......................................................... 459

12.1 Plan Procurement Management.................................................................................466

12.1.1 Plan Procurement Management: Inputs.........................................................468

12.1.2 Plan Procurement Management: Tools and Techniques................................472

12.1.3 Plan Procurement Management: Outputs......................................................475

12.2 Conduct Procurements................................................................................................482

12.2.1 Conduct Procurements: Inputs.......................................................................484

12.2.2 Conduct Procurements: Tools and Techniques..............................................487

12.2.3 Conduct Procurements: Outputs....................................................................488

12.3 Control Procurements.................................................................................................492

12.3.1 Control Procurements: Inputs.........................................................................495

12.3.2 Control Procurements: Tools and Techniques................................................497

12.3.3 Control Procurements: Outputs......................................................................499

13. PROJECT STAKEHOLDER MANAGEMENT....................................................... 503

13.1 Identify Stakeholders..................................................................................................507

13.1.1 Identify Stakeholders: Inputs..........................................................................509

13.1.2 Identify Stakeholders: Tools and Techniques.................................................511

13.1.3 Identify Stakeholders: Outputs.......................................................................514

13.2 Plan Stakeholder Engagement....................................................................................516

13.2.1 Plan Stakeholder Engagement: Inputs...........................................................518

13.2.2 Plan Stakeholder Engagement: Tools and Techniques..................................520

13.2.3 Plan Stakeholder Engagement: Outputs.........................................................522

13.3 Manage Stakeholder Engagement..............................................................................523

13.3.1 Manage Stakeholder Engagement: Inputs.....................................................525

13.3.2 Manage Stakeholder Engagement: Tools and Techniques............................526

13.3.3 Manage Stakeholder Engagement: Outputs...................................................528

13.4 Monitor Stakeholder Engagement..............................................................................530

13.4.1 Monitor Stakeholder Engagement: Inputs.....................................................532

13.4.2 Monitor Stakeholder Engagement: Tools and Techniques.............................533

13.4.3 Monitor Stakeholder Engagement: Outputs...................................................535

references............................................................................................................................ 537


PART 2.

The Standard For Project Management

1. Introduction........................................................................................................................541

1.1 Projects and Project Management................................................................................542

1.2 Relationships Among Portfolios, Programs, and Projects...........................................543

1.3 Linking Organizational Governance and Project Governance.....................................545

1.4 Project Success and Benefits Management.................................................................546

1.5 The Project Life Cycle....................................................................................................547

1.6 Project Stakeholders.....................................................................................................550

1.7 Role of the Project Manager..........................................................................................552

1.8 Project Management Knowledge Areas.......................................................................553

1.9 Project Management Process Groups..........................................................................554

1.10 Enterprise Environmental Factors and Organizational Process Assets....................557

1.11 Tailoring the Project Artifacts.....................................................................................558

2. INITIATING PROCESS GROUP........................................................................ ...... ......561

2.1 Develop Project Charter................................................................................................563

2.2 Identify Stakeholders....................................................................................................563

2.2.1 Project Management Plan Components...........................................................564

2.2.2 Project Documents Examples...........................................................................564

2.2.3 Project Management Plan Updates..................................................................564

2.2.4 Project Documents Updates.............................................................................564

3. PLANNING PROCESS GROUP...............................................................................565

3.1 Develop Project Management Plan...................................................................... 567

3.2 Plan Scope Management........................................................................................ 567

3.2.1 Project Management Plan Components...........................................................568

3.3 Collect Requirements.............................................................................................. 568

3.3.1 Project Management Plan Components...........................................................568

3.3.2 Project Documents Examples...........................................................................569

3.4 Define Scope........................................................................................................... 569

3.4.1 Project Management Plan Components...........................................................569

3.4.2 Project Documents Examples...........................................................................569

3.4.3 Project Documents Updates.............................................................................570

3.5 Create WBS............................................................................................................. 570

3.5.1 Project Management Plan Components...........................................................570

3.5.2 Project Documents Examples...........................................................................571

3.5.3 Project Documents Updates.............................................................................571

3.6 Plan Schedule Management...................................................................................571

3.6.1 Project Management Plan Components...........................................................572

3.7 Define Activities...................................................................................................... 572

3.7.1 Project Management Plan Components...........................................................572

3.7.2 Project Management Plan Updates..................................................................572

3.8 Sequence Activities................................................................................................ 573

3.8.1 Project Management Plan Components...........................................................573

3.8.2 Project Documents Examples...........................................................................573

3.8.3 Project Documents Updates.............................................................................573

3.9 Estimate Activity Durations................................................................................... 574

3.9.1 Project Management Plan Components...........................................................574

3.9.2 Project Documents Examples...........................................................................574

3.9.3 Project Documents Updates.............................................................................575

3.10 Develop Schedule................................................................................................ 575

3.10.1 Project Management Plan Components.........................................................575

3.10.2 Project Documents Examples.........................................................................576

3.10.3 Project Management Plan Updates................................................................576

3.10.4 Project Documents Updates...........................................................................576

3.11 Plan Cost Management...................................................................................... 577

3.11.1 Project Management Plan Components.........................................................577

3.12 Estimate Costs..................................................................................................... 577

3.12.1 Project Management Plan Components.........................................................578

3.12.2 Project Documents Examples.........................................................................578

3.12.3 Project Documents Updates...........................................................................578

3.13 Determine Budget................................................................................................ 578

3.13.1 Project Management Plan Components.........................................................579

3.13.2 Project Documents Examples.........................................................................579

3.13.3 Project Documents Updates...........................................................................579

3.14 Plan Quality Management.................................................................................. 580

3.14.1 Project Management Plan Components.........................................................580

3.14.2 Project Documents Examples.........................................................................580

3.14.3 Project Management Plan Updates................................................................581

3.14.4 Project Documents Updates...........................................................................581

3.15 Plan Resource Management............................................................................. 581

3.15.1 Project Management Plan Components.........................................................582

3.15.2 Project Documents Examples.........................................................................582

3.15.3 Project Documents Updates...........................................................................582

3.16 Estimate Activity Resources.............................................................................. 582

3.16.1 Project Management Plan Components.........................................................583

3.16.2 Project Documents Examples.........................................................................583

3.16.3 Project Documents Updates...........................................................................583

3.17 Plan Communications Management....................................................................584

3.17.1 Project Management Plan Components.........................................................584

3.17.2 Project Documents Examples.........................................................................584

3.17.3 Project Management Plan Updates................................................................584

3.17.4 Project Documents Updates...........................................................................585

3.18 Plan Risk Management....................................................................................... 585

3.18.1 Project Management Plan Components.........................................................585

3.18.2 Project Documents Examples.........................................................................585

3.19 Identify Risks......................................................................................................... 586

3.19.1 Project Management Plan Components.........................................................586

3.19.2 Project Documents Examples.........................................................................587

3.19.3 Project Documents Updates...........................................................................587

3.20 Perform Qualitative Risk Analysis.......................................................................588

3.20.1 Project Management Plan Components.........................................................588

3.20.2 Project Documents Examples.........................................................................588

3.20.3 Project Documents Updates...........................................................................589

3.21 Perform Quantitative Risk Analysis....................................................................589

3.21.1 Project Management Plan Components.........................................................589

3.21.2 Project Documents Examples.........................................................................590

3.21.3 Project Documents Updates...........................................................................590

3.22 Plan Risk Responses...........................................................................................590

3.22.1 Project Management Plan Components.........................................................591

3.22.2 Project Documents Examples.........................................................................591

3.22.3 Project Management Plan Updates................................................................591

3.22.4 Project Documents Updates...........................................................................592

3.23 Plan Procurement Management..........................................................................592

3.23.1 Project Management Plan Components.........................................................593

3.23.2 Project Documents Examples.........................................................................593

3.23.3 Project Documents Updates...........................................................................593

3.24 Plan Stakeholder Engagement............................................................................594

3.24.1 Project Management Plan Components.........................................................594

3.24.2 Project Documents Examples.........................................................................594

4. EXECUTING PROCESS GROUP.............................................................................595

4.1 Direct and Manage Project Work..........................................................................597

4.1.1 Project Management Plan Components...........................................................597

4.1.2 Project Documents Examples...........................................................................597

4.1.3 Project Management Plan Updates..................................................................598

4.1.4 Project Documents Updates.............................................................................598

4.2 Manage Project Knowledge..................................................................................598

4.2.1 Project Management Plan Components...........................................................599

4.2.2 Project Documents Examples...........................................................................599

4.2.3 Project Management Plan Updates..................................................................599

4.3 Manage Quality.......................................................................................................599

4.3.1 Project Management Plan Components...........................................................600

4.3.2 Project Documents Examples...........................................................................600

4.3.3 Project Management Plan Updates..................................................................600

4.3.4 Project Documents Updates.............................................................................600

4.4 Acquire Resources.................................................................................................601

4.4.1 Project Management Plan Components...........................................................601

....

APPENDIX X6

TOOLS AND TECHNIQUES..............................................................................................685

GLOSSARY.......................................................................................................................695


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