Mastering Project Management: A Comprehensive Guide to All Processes and Workflows

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By pyuncut

The PMBOK® Guide, Seventh Edition shifts away from process-based project management (seen in previous editions) toward a principles- and performance-oriented approach. It focuses on Project Performance Domains instead of traditional processes. However, we can map relevant concepts and workflows based on earlier editions (PMBOK® 6) and the current PMBOK® 7 framework. Here’s a breakdown:


Key Components in PMBOK® 7:

  1. 12 Project Management Principles:
    • Be a diligent, respectful, and caring steward.
    • Create a collaborative project team environment.
    • Effectively engage with stakeholders.
    • Focus on value delivery.
    • Recognize, evaluate, and respond to system interactions.
    • Demonstrate leadership behaviors.
    • Tailor based on context.
    • Build quality into processes and deliverables.
    • Navigate complexity.
    • Optimize risk responses.
    • Embrace adaptability and resiliency.
    • Enable change to achieve the envisioned future state.
  2. 8 Performance Domains:
    • Stakeholders
    • Team
    • Development Approach and Lifecycle
    • Planning
    • Project Work
    • Delivery
    • Measurement
    • Uncertainty

Workflow in PMBOK® 7 Framework:

The workflow in PMBOK 7 revolves around value delivery and tailoring. Dependencies in this framework are more flexible and adaptable to the project environment. Here’s a generalized workflow:

  1. Initiation:
    • Identify stakeholders.
    • Define project objectives aligned with organizational strategy.
    • Establish the project team and initial governance framework.
    • Select a development approach (predictive, adaptive, or hybrid).
  2. Planning:
    • Collaboratively develop plans focusing on scope, schedule, cost, quality, and resources.
    • Address risk and uncertainty proactively.
    • Tailor performance metrics to track progress effectively.
    • Incorporate feedback loops and iterative cycles where needed.
  3. Execution:
    • Coordinate team activities and ensure effective communication.
    • Manage work deliverables and ensure they meet quality standards.
    • Continuously engage stakeholders and maintain alignment with project goals.
    • Adjust plans dynamically based on performance and feedback.
  4. Monitoring and Controlling:
    • Measure progress against key performance indicators (KPIs).
    • Mitigate risks and resolve issues as they arise.
    • Track stakeholder satisfaction and value delivery.
    • Adapt and re-prioritize based on uncertainties and changes.
  5. Closing:
    • Finalize deliverables and obtain stakeholder acceptance.
    • Release resources and disband the team.
    • Capture lessons learned for continuous improvement.
    • Celebrate success and close out contracts.

Dependency and Workflow Concepts:

Dependencies in project workflows can be categorized into:

  1. Mandatory Dependencies (Hard Logic):
    • Tasks that must follow a specific sequence (e.g., foundation before constructing walls).
  2. Discretionary Dependencies (Soft Logic):
    • Tasks that could be reordered but follow a preferred sequence for efficiency (e.g., design approvals before prototype development).
  3. External Dependencies:
    • Dependencies outside the project team’s control (e.g., regulatory approvals).
  4. Internal Dependencies:
    • Dependencies within the project (e.g., one team’s output feeding into another team’s task).

Workflow Visualization Example:

  • Start:
    • Initiate Stakeholder Engagement → Define Objectives → Form Team
  • Plan:
    • Develop Scope → Identify Risks → Draft Schedule & Budget
  • Execute:
    • Assign Tasks → Monitor Work Progress → Adjust Plans Dynamically
  • Close:
    • Validate Deliverables → Archive Documents → Celebrate Completion

1. Initiating Process Group

  1. Develop Project Charter
    • Formal authorization of the project and definition of objectives.
    • Knowledge Area: Project Integration Management.
  2. Identify Stakeholders
    • Identify individuals, groups, or organizations impacted by the project.
    • Knowledge Area: Project Stakeholder Management.

2. Planning Process Group

  1. Develop Project Management Plan
    • Integrate and document the actions needed to define, prepare, and coordinate plans.
    • Knowledge Area: Project Integration Management.
  2. Plan Scope Management
    • Define how scope will be managed throughout the project.
    • Knowledge Area: Project Scope Management.
  3. Collect Requirements
    • Document stakeholder needs to meet project objectives.
    • Knowledge Area: Project Scope Management.
  4. Define Scope
    • Develop a detailed description of the project and product scope.
    • Knowledge Area: Project Scope Management.
  5. Create WBS (Work Breakdown Structure)
    • Subdivide deliverables into manageable components.
    • Knowledge Area: Project Scope Management.
  6. Plan Schedule Management
    • Define procedures for managing the project schedule.
    • Knowledge Area: Project Schedule Management.
  7. Define Activities
    • Identify and document specific actions to produce deliverables.
    • Knowledge Area: Project Schedule Management.
  8. Sequence Activities
    • Determine the logical sequence of activities.
    • Knowledge Area: Project Schedule Management.
  9. Estimate Activity Durations
    • Assess the time required to complete activities.
    • Knowledge Area: Project Schedule Management.
  10. Develop Schedule
    • Create the project schedule based on planned activities.
    • Knowledge Area: Project Schedule Management.
  11. Plan Cost Management
    • Define procedures for estimating, budgeting, and controlling costs.
    • Knowledge Area: Project Cost Management.
  12. Estimate Costs
    • Develop cost estimates for activities.
    • Knowledge Area: Project Cost Management.
  13. Determine Budget
    • Aggregate costs into an authorized cost baseline.
    • Knowledge Area: Project Cost Management.
  14. Plan Quality Management
    • Identify quality requirements and standards.
    • Knowledge Area: Project Quality Management.
  15. Plan Resource Management
    • Determine resource allocation and management.
    • Knowledge Area: Project Resource Management.
  16. Estimate Activity Resources
    • Estimate resources needed for activities.
    • Knowledge Area: Project Resource Management.
  17. Plan Communications Management
    • Develop a strategy for effective communication with stakeholders.
    • Knowledge Area: Project Communications Management.
  18. Plan Risk Management
    • Define how risk management activities will be conducted.
    • Knowledge Area: Project Risk Management.
  19. Identify Risks
    • Identify and document project risks.
    • Knowledge Area: Project Risk Management.
  20. Perform Qualitative Risk Analysis
    • Prioritize risks based on probability and impact.
    • Knowledge Area: Project Risk Management.
  21. Perform Quantitative Risk Analysis
    • Numerically analyze risks and their impact.
    • Knowledge Area: Project Risk Management.
  22. Plan Risk Responses
    • Develop strategies to address risks.
    • Knowledge Area: Project Risk Management.
  23. Plan Procurement Management
    • Define procurement strategy and processes.
    • Knowledge Area: Project Procurement Management.
  24. Plan Stakeholder Engagement
    • Develop strategies to effectively engage stakeholders.
    • Knowledge Area: Project Stakeholder Management.

3. Executing Process Group

  1. Direct and Manage Project Work
    • Lead and execute project activities.
    • Knowledge Area: Project Integration Management.
  2. Manage Project Knowledge
    • Utilize knowledge to improve project outcomes.
    • Knowledge Area: Project Integration Management.
  3. Manage Quality
    • Translate quality standards into processes.
    • Knowledge Area: Project Quality Management.
  4. Acquire Resources
    • Obtain the required team, tools, and materials.
    • Knowledge Area: Project Resource Management.
  5. Develop Team
    • Enhance team performance through training and engagement.
    • Knowledge Area: Project Resource Management.
  6. Manage Team
    • Track team performance and resolve issues.
    • Knowledge Area: Project Resource Management.
  7. Manage Communications
    • Facilitate effective communication among stakeholders.
    • Knowledge Area: Project Communications Management.
  8. Implement Risk Responses
    • Execute risk response plans.
    • Knowledge Area: Project Risk Management.
  9. Conduct Procurements
    • Obtain goods and services as needed.
    • Knowledge Area: Project Procurement Management.
  10. Manage Stakeholder Engagement
    • Engage and manage stakeholder expectations.
    • Knowledge Area: Project Stakeholder Management.

4. Monitoring and Controlling Process Group

  1. Monitor and Control Project Work
    • Track performance against the project plan.
    • Knowledge Area: Project Integration Management.
  2. Perform Integrated Change Control
    • Manage changes to the project scope, schedule, or budget.
    • Knowledge Area: Project Integration Management.
  3. Validate Scope
    • Formal acceptance of completed deliverables.
    • Knowledge Area: Project Scope Management.
  4. Control Scope
    • Manage changes to the project scope.
    • Knowledge Area: Project Scope Management.
  5. Control Schedule
    • Track and manage schedule deviations.
    • Knowledge Area: Project Schedule Management.
  6. Control Costs
    • Monitor and manage cost deviations.
    • Knowledge Area: Project Cost Management.
  7. Control Quality
    • Ensure deliverables meet quality standards.
    • Knowledge Area: Project Quality Management.
  8. Control Resources
    • Manage resource utilization and resolve issues.
    • Knowledge Area: Project Resource Management.
  9. Monitor Communications
    • Ensure communications meet stakeholder needs.
    • Knowledge Area: Project Communications Management.
  10. Monitor Risks
    • Monitor risk changes and assess responses.
    • Knowledge Area: Project Risk Management.
  11. Control Procurements
    • Manage procurement performance and contracts.
    • Knowledge Area: Project Procurement Management.
  12. Monitor Stakeholder Engagement
    • Track stakeholder satisfaction and relationships.
    • Knowledge Area: Project Stakeholder Management.

5. Closing Process Group

  1. Close Project or Phase
    • Finalize all activities, deliverables, and documentation.
    • Knowledge Area: Project Integration Management.

This list organizes all processes into their corresponding process groups and knowledge areas. Let me know if you’d like a visual workflow or tailored guidance!

“Mastering Project Management: A Comprehensive Guide to All Processes and Workflows”

PMP Processes Table

Process GroupKnowledge AreaProcess Name
InitiatingIntegration ManagementDevelop Project Charter
Stakeholder ManagementIdentify Stakeholders
PlanningIntegration ManagementDevelop Project Management Plan
Scope ManagementPlan Scope Management
Collect Requirements
Define Scope
Create WBS
Schedule ManagementPlan Schedule Management
Define Activities
Sequence Activities
Estimate Activity Durations
Develop Schedule
Cost ManagementPlan Cost Management
Estimate Costs
Determine Budget
Quality ManagementPlan Quality Management
Resource ManagementPlan Resource Management
Estimate Activity Resources
Communications ManagementPlan Communications Management
Risk ManagementPlan Risk Management
Identify Risks
Perform Qualitative Risk Analysis
Perform Quantitative Risk Analysis
Plan Risk Responses
Procurement ManagementPlan Procurement Management
Stakeholder ManagementPlan Stakeholder Engagement
ExecutingIntegration ManagementDirect and Manage Project Work
Manage Project Knowledge
Quality ManagementManage Quality
Resource ManagementAcquire Resources
Develop Team
Manage Team
Communications ManagementManage Communications
Risk ManagementImplement Risk Responses
Procurement ManagementConduct Procurements
Stakeholder ManagementManage Stakeholder Engagement
Monitoring and ControllingIntegration ManagementMonitor and Control Project Work
Perform Integrated Change Control
Scope ManagementValidate Scope
Control Scope
Schedule ManagementControl Schedule
Cost ManagementControl Costs
Quality ManagementControl Quality
Resource ManagementControl Resources
Communications ManagementMonitor Communications
Risk ManagementMonitor Risks
Procurement ManagementControl Procurements
Stakeholder ManagementMonitor Stakeholder Engagement
ClosingIntegration ManagementClose Project or Phase
PMP Processes

This table lists all 49 processes in the correct order within their respective process groups and knowledge areas

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