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ITTO Trick Sheet: Based on PMBOK 5th Edition

‘TRICK SHEET’
on
Project Management
ITTO’s
(Input, Tool & Techniques, Output)
Compiled by Abdulla SCT CSM PMP
Based on PMBOK 5th Edition

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ITTO Trick Sheet: Based on PMBOK 5th Edition

support@pmaspire.com | www.pmaspire.com
ITTO Trick Sheet: Based on PMBOK 5th Edition

PROJECT INTEGRATION MANAGEMENT

PROCESS DESCRIPTION GROUP INPUT TOOLS & TECHNIQUES OUTPUT

Develop Formal authorization of Initiating 1. Project statement of work 1. Expert judgment 1. Project charter
Project the project or phase 2. Business case 2. Facilitation techniques
Charter 3. Agreements
4. Enterprise environmental
5. Factors
6. Organizational process assets
Develop Document actions to Planning 1. Project charter 1. Expert judgment 1. Project management plan
Project define, prepare, 2. Outputs from other processes 2. Facilitation techniques
Management integrate, and 3. Enterprise environmental factors
4. Organizational process assets
Plan coordinate subsidiary
plans into the PMP

Direct and Execute the work Executing 1. Project management plan 1. Expert judgment 1. Deliverables
Manage defined in the project 2. Approved change requests 2. Project management 2. Work performance data
Project Work mgt plan to achieve 3. Enterprise environmental factors information system 3. Change requests
4. Organizational process assets 3. Meetings 4. Project management plan
requirements in scope
5. Updates
statement. 6. Project documents updates
Monitor and Monitor and control the Monitoring 1. Project management plan 1. Expert judgment 1. Change requests
Control processes to meet the and 2. Schedule forecasts 2. Analytical techniques 2. Work performance reports
Project Work performance objectives. Controlling 3. Cost forecasts 3. Project management 3. Project management plan
4. Validated changes information system updates
5. Work performance information Meetings 4. Project documents updates
6. Enterprise environmental factors
7. Organizational process assets
Perform Reviewing change Monitoring 1. Project management plan 1. Expert judgment 1. Approved change requests
Integrated requests, approving and 2. Work performance reports 2. Meetings 2. Change log
Change change requests and Controlling 3. Change requests 3. Change control tools 3. Project management plan
4. Enterprise environmental factors updates
Control controlling changes
Organizational process assets 4. Project documents updates
Close Project Finalize all activities to 1. Project management plan 1. Expert judgment 1. Final product, service, or
formally close the project or 2. Accepted deliverables 2. Analytical techniques result transition
or Phase
phase. Organizational process assets 3. Meetings Organizational process assets
updates
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ITTO Trick Sheet: Based on PMBOK 5th Edition

PROJECT SCOPE MANAGEMENT

PROCESS DESCRIPTION GROUP INPUT TOOLS & TECHNIQUES OUTPUT

Plan Scope Documents how the Planning 1. Project management plan 1. Expert judgment 1. Scope management plan
Management project scope will be 2. Project charter 2. Meetings 2. Requirements management
defined, validated, and 3. Enterprise environmental factors plan
4. Organizational process assets
controlled.

Collect Defining and Planning 1. Scope management plan 1. Interviews 1. Requirements


Requirements documenting 2. Requirements management plan 2. Focus groups documentation
stakeholders' needs to 3. Stakeholder management plan 3. Facilitated workshops 2. Requirements traceability
4. Project charter 4. Group creativity techniques matrix
ensure project
5. Stakeholder register 5. Group decision-making
objectives are met. techniques
6. Questionnaires and surveys
7. Observations
8. Prototypes
9. Benchmarking
10. Context diagrams
11. Document analysis
Define Scope Developing detailed Planning 1. Scope management plan 1. Expert judgment 1. Project scope statement
description of the 2. Project charter 2. Product analysis 2. Project documents updates
project and product as 3. Requirements documentation 3. Alternatives generation
4. Organizational process assets 4. Facilitated workshops
a basis for future
decisions.

Create WBS Subdividing major Planning 1. Scope management plan 1. Decomposition 1. Scope baseline
deliverables into 2. Project scope statement 2. Expert judgment 2. Project documents updates
smaller components 3. Requirements documentation
4. Enterprise environmental factors
5. Organizational process assets
Validate Formal acceptance of Monitoring 1. Project management plan 1. Inspection 1. Accepted deliverables
Scope the completed project and 2. Requirements documentation 2. Group decision-making 2. Change requests
deliverables. Controlling 3. Requirements traceability matrix techniques 3. Work performance
Verified deliverables information
4. Work performance data 4. Project documents updates

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ITTO Trick Sheet: Based on PMBOK 5th Edition

Control Scope Monitoring status of Monitoring 1. Project management plan 1. Variance analysis 1. Work performance information
2. Change requests
the project and and 2. Requirements documentation 3. Project management plan updates
product scope and Controlling 3. Requirements traceability matrix 4. Project documents updates
4. Work performance data 5. Organizational process assets updates
managing changes to
5. Organizational process assets
scope baseline.

PROJECT TIME MANAGEMENT

PROCESS DESCRIPTION GROUP INPUT TOOLS & TECHNIQUES OUTPUT

Plan Documentation for Planning 1. Project management plan 1. Expert judgment 1. Schedule management plan
Schedule Planning, developing, 2. Project charter 2. Analytical techniques
Management managing, executing, 3. Enterprise environmental factors 3. Meetings
and controlling the 4. Organizational process Assets
project schedule
Define Identifying and Planning 1. Schedule management plan 1. Decomposition 1. Activity list
Activities documenting the 2. Scope baseline 2. Rolling wave planning 2. Activity attributes
specific actions to be 3. Enterprise environmental factors 3. Expert judgment 3. Milestone list
performed to produce 4. Organizational process assets
the project
deliverables
Sequence Identify and Planning 1. Schedule management plan 1. Precedence diagramming 1. Project schedule network
Activities document the logical 2. Activity list method (PDM) diagrams
relationships and 3. Activity attributes 2. Dependency determination 2. Project documents updates
dependencies 4. Milestone list 3. Leads and lags
5. Project scope statement
6. Enterprise environmental factors
7. Organizational process assets
Estimate Estimating the type Planning 1. Schedule management plan 1. Expert judgment 1. Activity resource
Activity and quantities of 2. Activity list 2. Alternative analysis requirements
Resources resources required 3. Activity attributes 3. Published estimating data 2. Resource breakdown
4. Resource calendars 4. Bottom-up estimating structure
5. Risk register 5. Project management software 3. Project documents updates
6. Activity cost estimates
7. Enterprise environmental factors
8. Organizational process assets

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ITTO Trick Sheet: Based on PMBOK 5th Edition

Estimate Estimate # of work Planning 1. Schedule management plan 1. Expert judgment 1. Activity duration estimates
Activity periods per activity 2. Activity list 2. Analogous estimating 2. Project documents updates
Durations 3. Activity attributes 3. Parametric estimating
4. Activity resource requirements 4. Three-point estimating
5. Resource calendars 5. Group decision-making
6. Project scope statement techniques
7. Risk register 6. Reserve analysis
8. Resource breakdown structure
9. Enterprise environmental factors
Organizational process assets
Develop Analyze sequences, Planning 1. Schedule management plan 1. Schedule network analysis 1. Schedule baseline
Schedule durations, resources 2. Activity list 2. Critical path method 2. Project schedule
and constraints to 3. Activity attributes 3. Critical chain method 3. Schedule data
4. Project schedule network 4. Resource optimization 4. Project calendars
document project
diagrams techniques 5. Project management plan
schedule 5. Activity resource requirements 5. Modeling techniques updates
6. Resource calendars 6. Leads and lags 6. Project documents updates
7. Activity duration estimates 7. Schedule compression
8. Project scope statement 8. Scheduling tool
9. Risk register
10. Project staff assignments
11. Resource breakdown structure
12. Enterprise environmental
factors
13. Organizational process assets
Control Controlling changes Monitoring 1. Project management plan 1. Performance reviews 1. Work performance
Schedule and 2. Project schedule 2. Project management software information
Controlling 3. Work performance data 3. Resource optimization 2. Schedule forecasts
4. Project calendars techniques 3. Change requests
5. Schedule data 4. Modeling techniques 4. Project management plan
6. Organizational process assets 5. Leads and lags updates
6. Schedule compression 5. Project documents updates
7. Scheduling tool 6. Organizational process
assets updates

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ITTO Trick Sheet: Based on PMBOK 5th Edition

PROJECT COST MANAGEMENT

PROCESS DESCRIPTION GROUP INPUT TOOLS & TECHNIQUES OUTPUT

Plan Cost Documentation for Planning 1. Project management plan 1. Expert judgment 1. Cost management plan
Management planning, 2. Project charter 2. Analytical techniques
managing, 3. Enterprise environmental factors 3. Meetings
expending, and 4. Organizational process assets
controlling project
costs
Estimate Cost Develop an Planning 1. Cost management plan 1. Expert judgment 1. Activity cost estimates
approximation of 2. Human resource management 2. Analogous estimating 2. Basis of estimates
the costs of the plan 3. Parametric estimating 3. Project documents updates
resources to 3. Scope baseline 4. Bottom-up estimating
complete project 4. Project schedule 5. Three-point estimating
activities 5. Risk register 6. Reserve analysis
6. Enterprise environmental factors 7. Cost of quality
7. Organizational process assets 8. Project management software
9. Vendor bid analysis
10. Group decision-making
techniques
Determine Aggregating Planning 1. Cost management plan 1. Cost aggregation 1. Cost baseline
Budget estimated costs to 2. Scope baseline 2. Reserve analysis 2. Project funding
establish an 3. Activity cost estimates 3. Expert judgment requirements
authorized cost 4. Basis of estimates 4. Historical relationships 3. Project documents updates
baseline. 5. Project schedule 5. Funding limit reconciliation
6. Resource calendars
7. Risk register
8. Agreements
9. Organizational process assets
Control Cost Monitoring status Monitoring 1. Project management plan 1. Earned value management 1. Work performance
of the project to and 2. Project funding requirements 2. Forecasting information
update the project Controlling 3. Work performance data 3. To-complete performance 2. Cost forecasts
budget and 4. Organizational process assets index (TCPI) 3. Change requests
managing changes 4. Performance reviews 4. Project management plan
to the cost baseline 5. Project management updates
5. Project documents updates
6. Organizational process assets
updates

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ITTO Trick Sheet: Based on PMBOK 5th Edition

PROJECT QUALITY MANAGEMENT

PROCESS DESCRIPTION GROUP INPUT TOOLS & TECHNIQUES OUTPUT

Plan Quality Identifying quality Planning 1. Project management plan 1. Cost-benefit analysis 1. Quality management plan
Management Requirements 2. Stakeholder register 2. Cost of quality 2. Process improvement plan
and/or standards 3. Risk register 3. Seven basic quality tools 3. Quality metrics
for the project and 4. Requirements documentation 4. Benchmarking 4. Quality checklists
product and 5. Enterprise environmental factors 5. Design of experiments 5. Project documents updates
documenting how 6. Organizational process assets 6. Statistical sampling
the project will 7. Additional quality planning
demonstrate tools
compliance. 8. Meetings
Perform Auditing the quality Executing 1. Quality management plan 1. Quality management and 1. Change requests
Quality Requirements and 2. Process improvement plan control tools 2. Project management plan
Assurance the results from 3. Quality metrics 2. Quality audits updates
quality control 4. Quality control measurements 3. Process analysis 3. Project documents updates
measurements to 5. Project documents 4. Organizational process
ensure appropriate assets updates
quality standards
and operations
definitions are
used.
Control Monitoring and Monitoring 1. Project management plan 1. Seven basic quality tools 1. Quality control
Quality recording results of and 2. Quality metrics 2. Statistical sampling measurements
executing the Controlling 3. Quality checklists 3. Inspection 2. Validated changes
quality activities to 4. Work performance data 4. Approved change requests 3. Validated deliverables
assess performance 5. Approved change requests review 4. Work performance
and recommend 6. Deliverables information
necessary changes. 7. Project documents 5. Change requests
8. Organizational process assets 6. Project management plan
updates
7. Project documents updates
8. Organizational process
assets updates

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ITTO Trick Sheet: Based on PMBOK 5th Edition

PROJECT HR MANAGEMENT

PROCESS DESCRIPTION GROUP INPUT TOOLS & TECHNIQUES OUTPUT

Plan HRM Documenting project Planning 1. Project management plan 1. Organization charts and 1. Human resource
roles, responsibilities, 2. Activity resource requirements position descriptions management plan
required skills, Enterprise environmental factors 2. Networking
reporting 3. Organizational process assets 3. Organizational theory
relationships, and 4. Expert judgment
creating a staffing 5. Meetings
management plan
Acquire Obtaining required Executing 1. Human resource management 1. Pre-assignment 1. Project staff assignments
Project project resources. plan 2. Negotiation 2. Resource calendars
Team 2. Enterprise environmental factors 3. Acquisition 3. Project management plan
3. Organizational process assets 4. Virtual teams updates
5. Multi-criteria decision analysis
Develop Develop individual or Executing 1. Human resource management 1. Interpersonal skills 1. Team performance
Project group skills to enhance plan 2. Training assessments
Team project performance. 2. Project staff assignments 3. Team-building activities 2. Enterprise environmental
3. Resource calendars 4. Ground rules factors updates
5. Colocation
6. Recognition and rewards
7. Personnel assessment tools
Manage Track team Executing 1. Human resource management 1. Observation and conversation 1. Change requests
Project performance, plan 2. Project performance appraisals 2. Project management plan
Team providing feedback, 2. Project staff assignments 3. Conflict management updates
resolving issues, 3. Team performance assessments 4. Interpersonal skills 3. Project documents updates
managing changes to 4. Issue log 4. Enterprise environmental
optimize project 5. Work performance reports factors updates
performance. 6. Organizational process assets 5. Organizational process
assets updates

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ITTO Trick Sheet: Based on PMBOK 5th Edition

PROJECT COMMUNICATION MANAGEMENT

PROCESS DESCRIPTION GROUP INPUT TOOLS & TECHNIQUES OUTPUT

Plan Developing an Planning 1. Project management plan 1. Communication requirements 1. Communications


Communication appropriate 2. Stakeholder register analysis management plan
approach and plan 3. Enterprise environmental 2. Communication technology 2. Project documents updates
for project factors 3. Communication models
Communications 4. Organizational process assets 4. Communication methods
based on 5. Meetings
stakeholder’s
information needs
and requirements,
and available
organizational
assets
Manage Process of Executing 1. Communications management 1. Communication technology 1. Project communications
Communications creating, plan 2. Communication models 2. Project management plan
collecting, 2. Work performance reports 3. Communication methods updates
distributing, 3. Enterprise environmental 4. Information management 3. Project documents updates
storing, retrieving, factors systems 4. Organizational process
and the ultimate 4. Organizational process assets 5. Performance reporting assets updates
disposition of
project
information in
accordance with
the
communications
management plan
Control Monitoring and Monitoring 1. Project management plan 1. Information management 4. Work performance
controlling
Communications communications and 2. Project communications systems information
throughout the entire Controlling 3. Issue log 2. Expert judgment 5. Change requests
project life cycle to ensure 4. Work performance data 3. Meetings 6. Project management plan
the information needs of
the project stakeholders 5. Organizational process assets updates
are met. The key benefit 7. Project documents updates
of this process
is that it ensures an
8. Organizational process
optimal information flow assets updates
among all communication
participants

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ITTO Trick Sheet: Based on PMBOK 5th Edition

PROJECT RISK MANAGEMENT

PROCESS DESCRIPTION GROUP INPUT TOOLS & TECHNIQUES OUTPUT

Plan Risk Determine Planning 1. Project management plan 1. Analytical techniques 1. Risk management plan
Management approach and 2. Project charter 2. Expert judgment
plan risk mgmt 3. Stakeholder register 3. Meetings
activities 4. Enterprise environmental factors
5. Organizational process assets
Identify Risks Determine and Planning 1. Risk management plan 1. Documentation reviews 1. Risk register
document 2. Cost management plan 2. Information gathering
characteristics 3. Schedule management plan techniques
of potential 4. Quality management plan 3. Checklist analysis
risks 5. Human resource management 4. Assumptions analysis
plan 5. Diagramming techniques
6. Scope baseline 6. SWOT analysis
7. Activity cost estimates 7. Expert judgment
8. Activity duration estimates
9. Stakeholder register
10. Project documents
11. Procurement documents
12. Enterprise environmental factors
13. Organizational process assets
Perform Conduct Planning 1. Risk management plan 1. Risk probability and impact 2. Project documents updates
Qualitative qualitative 2. Scope baseline assessment
Risk Analysis analysis of risks 3. Risk register 2. Probability and impact matrix
and conditions 4. Enterprise environmental factors 3. Risk data quality assessment
and prioritize 5. Organizational process assets 4. Risk categorization
their effects 5. Risk urgency assessment
6. Expert judgment
Perform Measure Planning 1. Risk management plan 1. Data gathering and 4. Project documents updates
Quantitative probability and 2. Cost management plan representation techniques
Risk Analysis consequences 3. Schedule management plan 2. Quantitative risk analysis and
of risks and 4. Risk register modeling techniques
estimate 5. Enterprise environmental factors 3. Expert judgment
implications for 6. Organizational process assets
project
objectives
Plan Risk Develop options Planning 1. Risk management plan 1. Strategies for negative risks or 1. Project management plan

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ITTO Trick Sheet: Based on PMBOK 5th Edition

Responses and actions to 2. Risk register threats updates


enhance 2. Strategies for positive risks or 2. Project documents updates
opportunities 3. Opportunities
and reduce 4. Contingent response strategies
threats to the 5. Expert judgment
project's
objectives
Control Risk Monitor Monitoring 1. Project management plan 1. Risk audits 1. Work performance
residual risks, and 2. Risk register 2. Variance and trend analysis information
identifying new Control 3. Work performance data 3. Technical performance 2. Change requests
risks, executing 4. Work performance reports measurement 3. Project management plan
risk response 4. Reserve analysis updates
plans and 5. Meetings 4. Project documents updates
evaluating their 5. Organizational process
effectiveness. assets updates

PROJECT PROCUREMENT MANAGEMENT


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ITTO Trick Sheet: Based on PMBOK 5th Edition

PROCESS DESCRIPTION GROUP INPUT TOOLS & TECHNIQUES OUTPUT

Plan Procurement Determine Planning 1. Project management plan 1. Make-or-buy analysis 1. Procurement management
Management what, how and 2. Requirements documentation 2. Expert judgment plan
when to 3. Risk register 3. Market research 2. Procurement statement of
procure. 4. Activity resource requirements 4. Meetings work
Prepare 5. Project schedule 3. Procurement documents
procurement 6. Activity cost estimates 4. Source selection criteria
documents to 7. Stakeholder register 5. Make-or-buy decisions
support vendor 8. Enterprise environmental factors 6. Change requests
selection and 9. Organizational process assets 7. Project documents updates
develop the
procurement
SOW.
Conduct Select from Executing 1. Procurement management plan 1. Bidder conference 1. Selected sellers
Procurement potential sellers 2. Procurement documents 2. Proposal evaluation techniques 2. Agreements
3. Source selection criteria 3. Independent estimates 3. Resource calendars
4. Seller proposals 4. Expert judgment 4. Change requests
5. Project documents 5. Advertising 5. Project management plan
6. Make-or-buy decisions 6. Analytical techniques updates
7. Procurement statement of work 7. Procurement negotiations 6. Project documents updates
8. Organizational process assets
Control Manage seller Monitoring 1. Project management plan 1. Contract change control system 1. Work performance
Procurement relationship, and 2. Procurement documents 2. Procurement performance information
review seller Controlling 3. Agreements reviews 2. Change requests
performance 4. Approved change requests 3. Inspections and audits 3. Project management plan
and manage 5. Work performance reports 4. Performance reporting updates
contract related 6. Work performance data 5. Payment systems 4. Project documents updates
changes 6. Claims administration 5. Organizational process
7. Records management system assets updates
Close Select from Closing 1. Project management plan 1. Procurement audits 1. Closed procurements
Procurements potential sellers 2. Procurement documents 2. Procurement negotiations 2. Organizational process
3. Records management system assets updates

PROJECT STAKEHOLDER MANAGEMENT

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ITTO Trick Sheet: Based on PMBOK 5th Edition

PROCESS DESCRIPTION GROUP INPUT TOOLS & TECHNIQUES OUTPUT

Identify Documenting Initiating 1. Project charter 1. Stakeholder analysis 1. Stakeholder register


Stakeholders stakeholders, interest, 2. Procurement documents 2. Expert judgment
power and 3. Enterprise environmental factors 3. Meetings
expectations 4. Organizational process assets
Plan Strategies to effectively Planning 1. Project management plan 1. Expert judgment 1. Stakeholder management
Stakeholder engage stakeholders 2. Stakeholder register 2. Meetings plan
Management throughout the project 3. Enterprise environmental factors 3. Analytical techniques 2. Project documents updates
life cycle, based on the 4. Organizational process assets
analysis of their needs,
interests, and potential
impact on project
success
Manage Issue management Executing 1. Stakeholder management plan 1. Communication methods 1. Issue log
Stakeholder with stakeholders 2. Communications management 2. Interpersonal skills 2. Change requests
Engagement plan 3. Management skills 3. Project management plan
3. Change log updates
4. Organizational process assets 4. Project documents updates
5. Organizational process
assets updates
Control Monitoring overall Monitoring 1. Project management plan 1. Information management 1. Work performance
Stakeholder project stakeholder and 2. Issue log systems information
Engagement relationships and Controlling 3. Work performance data 2. Expert judgment 2. Change requests
adjusting strategies 4. Project documents 3. Meetings 3. Project management plan
and plans for engaging updates
stakeholders 4. Project documents updates
5. Organizational process
assets updates

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ITTO Trick Sheet: Based on PMBOK 5th Edition

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