1. 1: Initiating
   1. A: ID Stakeholders
      1. Who?
         1. Customer
         2. Sponsor
         3. Team Members
         4. Functional Managers
      2. What
         1. Importance
         2. Influence
         3. Interest
         4. Expectations
         5. Contributions
      3. Stakeholder Analysis Document
   2. B: Identify the problem to solve
   3. C: Define the project goals/objs
      1. Goal
      2. Objectives
         1. Documenting
            1. Specific
            2. Measurable
            3. Realistic
            4. Time-related
         2. Types
            1. Business Objs
            2. Financial Objs
            3. Quality Objs
            4. Technical Objs
            5. Performance Objs
   4. Selecting a Strategy
      1. Brainstorming group
      2. Evaluate via Decision Matrix
         1. Meet objs?
         2. Feasible?
         3. Risks acceptable?
         4. Culture fit?
   5. D: Develop requirements
      1. Challenges
         1. Incorrect
         2. Inconsistent
         3. Missing
         4. Unnecessary
         5. Uncommitted time
      2. Gather Requirement Info
         1. Interviews
         2. Group meetings
         3. Observation
         4. Questionnaires
         5. Analyze existing documentation
      3. Document Requirements
   6. E: ID Deliverables & Success criteria
      1. Deliverables
         1. End Delvierables
         2. Intermediate Deliverables
      2. Success Criteria
   7. F: ID Assumptions & risks
      1. Assumptions
      2. Risks
   8. G: Scope Statement & Charter
      1. Project Scope
         1. Scope Statement
      2. Project Charter
2. 3: Execution
   1. Launch the project
      1. Kickoff meeting
      2. Develop a Project Notebook
   2. Procure Resources
      1. Solicitation
      2. Evaluation
      3. Selection
      4. Contracting
      5. Management
   3. Effective Communication
      1. Begin with why
      2. Be concise
      3. Tailor message to audience
      4. Be positive and proactive
   4. Running Meetings
      1. Identify the purpose
      2. Create an agenda
      3. Limit attendees
      4. Allow preparation
      5. Start/finish on time
      6. Facilitate the meeting
      7. Take meeting notes
   5. Manage Team Resources
      1. Communicate roles and responsibilities clearly
      2. Give specific and achievable goals
      3. Provide support and remove obstacles
      4. Respect your people
      5. Provide feedback quickly
      6. Tell the truth
      7. Communicate regularly
      8. Handle people problems quickly
   6. Understand Team Dynamics
      1. Forming
      2. Storming
      3. Norming
      4. Performing
   7. Manage Virtual Teams
   8. Manage Technical Teams
      1. Help them understand the business objectives
      2. Help them understand the requirements
      3. Be creative and explore options
      4. Create a flexible work environment
3. 2: Planning
   1. Work Breakdown Structure
      1. Overview
         1. Purpose
         2. Contents
            1. Summary Tasks
            2. Work Packages
      2. Building
      3. Defining Work Packages
         1. Work Package Documents
   2. Estimate Time and Cost
      1. Techniques
   3. Resource Management Plan
      1. Roles
      2. Responsibilities
         1. Responsibility Matrix
      3. Reporting Structure
         1. Project Organization Chart
      4. Skills
         1. Skills Matrix
      5. Staffing Plan
   4. Build a schedule
      1. Put task in sequential order
         1. Task Dependencies
            1. Finish to start
            2. Start to Start
            3. Finish to Finish
            4. Start to Finish
      2. Assign resources to tasks
         1. Duration
         2. Work/Effort
      3. Identify Milestones
      4. Create Realistic Schedule
      5. Understand Critical Path
      6. Account for constraints
      7. Understand the Critical Chain
      8. How to Shorten a Schedule
         1. Fast-tracking
         2. Crash
         3. Cut project scope
   5. Develop a budget
      1. Costs
         1. Labor
            1. Vendors
            2. Employees
         2. Time based resources
         3. Material
         4. Ancillary
      2. Reduce
         1. Eliminate nonessenstial expenses
         2. Use less expensive resources
         3. Cut scope
   6. Create Risk Management Plan
      1. Identify Risks
         1. Known Unknowns
         2. Unknown Unknowns
      2. Risk ID Form
      3. Analyze Each Risk
         1. Probability
         2. Severity
      4. Prioritize Risks
      5. Determine response
      6. Monitor/Measure
         1. Risk Log
   7. Create Communications Plan
      1. Identify your audiences
      2. Identify what audience wants/needs to know
      3. Identify frequency of update for each audience
      4. Identify communications medium
   8. Develop a quality management plan
      1. Standards
      2. Assurance
      3. Control
      4. Tools
         1. Cause & Effect Diagrams
         2. Pareto Diagram
   9. Develop a change management plan
      1. Identify items to control
      2. Create Change Review Board
      3. Define Process
         1. Document/Submit request
         2. Evaluate the request & estimate impact
         3. Board Review
         4. Update baseline documents if needed
         5. Track status of requests
   10. Plan procurement
       1. Identify Purchase needs
       2. Document procurement process
       3. Describe make or buy process
       4. List potential sellers
   11. Obtain Approval
       1. Present plan to stakeholders
       2. Obtain signatures
4. 4: Monitoring & Closing
   1. Gather Data
      1. Track when the tasks start
      2. Track actual work hours/duration
      3. Track how much work/duration remains
      4. Explore additional costs
      5. Automate data tracking
   2. Execution
      1. Implement Comms Plan
         1. Weekly Status Report
      2. Evaluate change requests
      3. Manage quality
   3. Manage the schedule
      1. Evaluate Work Hours or duration
      2. Focus on problem tasks
      3. Manage resources and procurement
   4. Manage the costs
      1. Compare costs to budget
   5. Manage scope
      1. Reset unrealistic expectations
      2. Educate everyone about the change management process
      3. Renegotiate scope statement
      4. Use an iterative methodology
   6. Manage risk
      1. Implement proactive risk responses
      2. watch for high-priority risks unfolding
      3. Monitor events triggering a contingency plan
      4. Report on risk status
   7. Get back on track
      1. Consider solutions you can authorize
      2. Ask stakeholders for approval if outside your authority
      3. Be ready to present options with pros/cons
      4. Be ready to answer questions
      5. Go beyond stakeholders
   8. Solve Problems
      1. Focus on what is important
      2. Understand what the problem is
      3. Evaluate the impact and prioritize
      4. Consider not taking action
      5. Ask for help
   9. Earned Value Analysis
      1. Planned Value
      2. Earned Value
      3. Actual Cost
5. 5: Closing
   1. Closing Process
      1. Obtain acceptance
      2. Get acceptance in writing
      3. Hold a meeting
      4. Document lessons learned
      5. Produce a closeout report
      6. Close contracts
      7. Archive data
      8. Transition Team
   2. Gaining Customer Acceptance
   3. Document Lessons Learned
      1. Schedule time to discuss lessons learned
      2. Keep sessions positive and productive
      3. Foster openness and honesty
      4. Document Lessons learned
   4. Writing a Closeout Report
      1. Project Summary
      2. Summary of Significant Changes
      3. What were the lessons learned
      4. What were the risks
      5. Effectiveness of Practices
      6. Final cost/finish date/
      7. Key delivery dates and key milestones
      8. Archive report
   5. Project transitions
      1. Close the contracts
      2. Close accounts
      3. Transition team members to next assignments
      4. Hand off project if neccessary
6. PM Approaches
   1. Waterfall
   2. Agile
7. Project Manager Characteristics
   1. Technical Skills
   2. Business Expertise
   3. Problem Solving
   4. Strong Leadership
   5. Interpersonal Skills