The Project Management Institute’s PMBOK methodology is built around a set of five process groups and 10 knowledge areas. Within each process group, there are many processes, each with its own set of inputs, outputs, and tools.
These processes have inputs, tools, and techniques, that are combined to execute a specific activity on a project and create a specific output. Every process has inputs, which are needed to start the process.
Tools and techniques are things that help you to execute a process. Output is what you get out of the process.
For your PMP exam, these are often referred to as ITTO, which is an acronym standing for input, tools and techniques, and output.
There are however a set of common tools that are used many times throughout those process groups.
In this article, I will be explaining to you the set of eight common tools that you will need to know in your PMP exam.
First, here is a graphic showing how the five process groups and their 49 processes plus 10 knowledge areas interact with the PMBOK knowledge areas:
Expert judgement is one of the most common tools in the planning process. Expert judgement includes hiring an expert or subject matter expert (SME), to help you plan a process or conduct a process.
Experts can be people with specialised knowledge or training in a particular process, industry, or technology.
For example, if you must develop a project charter, but you’re not sure how to do it, then hire an expert who can help you with the creation of the project charter.
Data gathering is a tool that is used to do exactly what the name says, gather data about a particular process that you’re working on. On certain processes, you will need to gather additional data before coming up with an output for that process.
For example, when developing a project charter, you might sit down with stakeholders and brainstorm what should and should not be included in the project. Brainstorming is part of data gathering. It is just the technique that is used to gather information in a particular process.
Here are some of the techniques that you might be utilizing when using this tool. These techniques will be used on most of the processes that involve this tool, but there are other techniques that can be used.
Data analysis is used to analyze the data that has been gathered. During a process, a project manager and team collect different types of data and will then need to analyze that data in order to make decisions on the project.
For example, in the process of “control schedule”, you will gather data about the schedule, and then you will need to analyse the data to determine if the project is ahead or behind schedule.
Here are some of the techniques that you might be doing when using this tool. These techniques will be used on most of the processes that involve this tool, but there are other techniques that can be used.
Data representation is used throughout the PMBOK Guide to illustrate different ways that data could be shown to stakeholders. Methods generally include the use of charts, matrices, and different types of diagrams.
Certain processes will have unique methods to represent their data.
In many processes, you will gather a lot of data and then need to make a decision on what to do with that data.
Decision-making is a tool that is used to come to a decision that can best serve the project.
Here are some of the techniques that you might be executing when using this tool. These techniques will be used for most of the processes that have this tool, but there are other techniques that can be used:
Here are some of the techniques that you might be executing when using this tool. These techniques will be used on most of the processes that have this tool, but there are other techniques that can be used:
The PMIS is an automated system that is used to help the project manager optimise the schedule or keep track of all the documents and the deliverables. It is usually a computer system that an organisation uses to manage its projects. It should include all the software and hardware tools that we need to manage the project from start to finish.
The PMIS includes the work authorization system and the configuration management system. The work authorization system is used to ensure work gets done in the right order and at the right time.
The purpose of the configuration management system is to ensure the product gets the right settings and configuration. The configuration management system includes the change management system which is used to ensure that changes to a project are documented, tracked, and authorised or denied.
Meetings are used often in the 49 processes, and can be done face to face or virtually. Meetings frequently include all different types of stakeholders throughout the project, and here are some points to make meetings effective:
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