PMP Planning Process Group

planning phase pmp

PMP Planning Process Group

“The Planning Process Group consists of those processes performed to establish the total scope of the effort, define and refine objectives, and develop the course of action required to attain those objectives.”  – A Guide to the Project Management Body of Knowledge (PMBOK Guide) Fifth Edition

The planning process group has 24 processes:

  • Plan Scope Management (Integration Knowledge Area)
  • Collect Requirements (Scope Knowledge Area)
  • Define Scope (Scope Knowledge Area)
  • Create WBS (Scope Knowledge Area)
  • Plan Schedule Management (Time Knowledge Area)
  • Define Activities (Time Knowledge Area)
  • Sequence Activities (Time Knowledge Area)
  • Estimate Activity Resources (Time Knowledge Area)
  • Estimate Activity Durations (Time Knowledge Area)
  • Develop a Schedule (Time Knowledge Area)
  • Plan Cost Management (Cost Knowledge Area)
  • Estimate Costs (Cost Knowledge Area)
  • Determine Budget (Cost Knowledge Area)
  • Plan Quality Management (Quality Knowledge Area)
  • Plan Human Resources Management (Human Resources Knowledge Area)
  • Plan Communication Management (Communication Knowledge Area)
  • Plan Risk Management (Risk Knowledge Area)
  • Identify Risks (Risk Knowledge Area)
  • Perform Qualitative Risk Analysis (Risk Knowledge Area)
  • Perform Quantitative Risk Analysis (Risk Knowledge Area)
  • Plan Risk Responses (Risk Knowledge Area)
  • Plan Procurement Management (Procurement Knowledge Area)
  • Plan Stakeholder Management (Stakeholder Knowledge Area)

To learn an easy way to remember all of the 47 process to create a table check out this article.

Plannig Phase Tasks

On January 11th 2016 the PMI added task 13 to the list of expected tasks in the planning phase. You can read the impact of these tasks additions here.

Task Detail Task Purpose
Task 1 Review and assess detailed project requirements, constraints and assumptions with stakeholders based on project charter and previous projects lessons learned Establish detailed project deliverables.
Task 2 Develop scope management plan, based on the approved project scope. Define, maintain and manage scope of project.
Task 3 Develop the cost management plan based on project scope, schedule, resources, approved project charter and other information. Manage project costs effectively.
Task 4 Develop the project schedule based on the approved project deliverables, milestones, scope and resource management plans. Manage timely completion of the project.
Task 5 Develop the human resource management by defining roles/responsibilities of the project team members Create a project organizational structure and determine how resources will be assigned and managed.
Task 6 Develop the communications management plan based on the project organizational structure and stakeholder requirements Define and manage flow of project information.
Task 7 Develop the procurement management plan based on the project scope, budget and schedule. Ensure that the required project resources will be available.
Task 8 Develop the quality management plan and define the quality standards for the project and its products based on scope, risks and requirements. Prevent the occurrence of defects and control the cost of quality.
Task 9 Develop the change management plan by defining how changes will be addresses and controlled Track and manage change during the project.
Task 10 Develop the risk management plan by identifying, analysing and prioritizing project risk. Create risk register and define risk responses. Manage uncertainty and opportunity throughout the project.
Task 11 Present the project management plan to relevant stakeholders according to organization policies and procedures. Obtain approval to proceed with project execution.
Task 12 Hold a kick-off meeting, communicating start of the project, key milestones and other relevant information. Inform and engage stakeholders to gain commitment for project
Task 13 Develop the stakeholder management plan by analysing needs, interests and potential impact. Effectively manage stakeholder’s expectations and engage them when required.

Planning Project Tasks PMP

Planning Phase- Study Check List

While I was studying for the PMP exam I kept a list of terms and definitions on the Planning phase for studying purposes. I turned this list into a study list to test myself by domain same as the exam is structured.

This is my own personal list and not a definitive list. If you have suggested or additions for the list please provide them in the comments section and I will update the list accordingly.

Knowledge Area Do You Understand….
Integration Management Purpose & Objective Develop Project Management Plan Process
Integration Management Purpose of kick-off meeting and when its held
Integration Management Do you understand project management plan and subsidiary plans & baselines
Integration Management What are differences between Change management plan vs Configuration management plan
Integration Management What are the Configuration Management activities?
Integration Management Purpose of baselines and when updated
Integration Management What is the Work Authorization System definition
Scope Management Purpose & Objective Plan Scope Management Plan Process
Scope Management Purpose & Objective Collect Requirements Process
Scope Management Purpose & Objective Define Scope Process
Scope Management Purpose & Objective Create WBS Process
Scope Management What are the differences between Product vs Project Scope
Scope Management Define the requirements Gathering Techniques
Scope Management What is a Work Package
Scope Management Describe the following product analysis techniques: Product breakdown, System Analysis, Requirements Analysis, Systems Engineering, Value Engineering, Value Analysis.
Scope Management Difference between Non-Functional vs Functional Requirements
Scope Management Define Group Decision Making Techniques x 4
Scope Management Purpose & Contents of Requirements Traceability Matrix
Scope Management Describe following Group Creativity Techniques – Mind map, Delphi Technique, Affinity Diagrams, Nominal Group Technique, Context Diagrams, Brainstorming, Benchmarking, Document Analysis
Scope Management What are the contents of Project Scope Statement
Scope Management What are the contents of Work Breakdown Structure
Scope Management What are the contents of Scope Baseline
Scope Management Define process of Decomposition
Scope Management Describe differences between Scope Creep vs Gold Plating
Time Management Purpose & Objective Plan Schedule Management Process
Time Management Purpose & Objective Define Activities Process
Time Management Purpose & Objective Sequence Activities Process
Time Management Purpose & Objective Estimate Activity Resources Process
Time Management Purpose & Objective Estimate Activity Duration Process
Time Management Purpose & Objective Develop Schedule Process
Time Management What is difference between Activity List vs Milestone List
Time Management Definition of Rolling Wave Planning
Time Management What is Precedence Diagramming Method
Time Management What is Dependency Determination
Time Management What is difference between Leads vs Lags
Time Management How to create a Schedule Network Diagram
Time Management Describe Bottom Up vs Parametric vs Analogous Estimating
Time Management Understand how to calculate PERT Estimation
Time Management Understand how to calculate Standard Deviation
Time Management Describe Critical Path vs Critical Chain Methods
Time Management Describe Crashing vs Fast Tracking
Time Management Describe Float vs Free Float vs Slack
Time Management Understand how to calculate Float
Time Management What is the purpose of Monte Carlo Analysis
Cost Management Purpose & Objective Plan Cost Management Process
Cost Management Purpose & Objective Estimate Costs Process
Cost Management Purpose & Objective Determine Budget Process
Cost Management Choosing Projects based on Benefit Cost Ratio, Net Present Value, Opportunity Cost, Lifecycle Cost, Internal Rate of Return, Depreciation
Cost Management Understand process to build a budget
Cost Management Describe different Estimation Techniques – Parametric, Analogous, 3 Point, Bottom Up, Expert
Cost Management Define Range of Rough Order Estimates
Cost Management What is the Cost Aggregation Technique
Cost Management What are the outputs of Estimate Cost Process
Cost Management What is Reserve Analysis
Cost Management Describe Funding Limit Reconciliation Technique
Cost Management What is difference between contingency reserve and management reserve?
Cost Management What is Control Accounts
Quality Management Purpose & Objective Plan Quality Management Process
Quality Management What is conformance to requirements
Quality Management Describe difference between Quality vs Grade
Quality Management What is the cost of quality
Quality Management Describe Statistical Sampling, Benchmarking, Design of Experiments, Affinity Diagrams, Brainstorming, Affinity Diagrams, Prioritization Matrices
Quality Management Why do you use Quality Checklists
HR Management Purpose & Objective Plan HR Management Process
HR Management What does RACI stand for?
HR Management Difference between formal and informal networking
HR Management What is difference between resource smoothing and levelling?
HR Management What is staffing management plan?
HR Management How and when to perform Resource Levelling
Communication Management Purpose & Objective Plan Communication Management Process
Communication Management The Communication Method Steps
Communication Management What so the halo effect?
Communication Management Different Communication Models
Communication Management When to use formal/informal written/verbal
Communication Management Encoding vs Decoding Messages
Risk Management Purpose & Objective Plan Risk Management Process
Risk Management Purpose & Objective  Identify Risks Process
Risk Management Purpose & Objective Perform Qualitative Risk Analysis Process
Risk Management Purpose & Objective Perform Quantitative Risk Analysis Process
Risk Management Purpose & Objective Plan Risk Responses Process
Risk Management Define process of identifying Risks
Risk Management What is a Risk called that doesn’t have a negative impact?
Risk Management What is the difference between special and normal causes?
Risk Management Define 4 ways to deal with a risk
Risk Management Define the Risk Management Plan
Risk Management What is difference between Quantitative and Qualitative
Risk Management What does SWOT stand for?
Risk Management Define how you would use the Delphi Technique, Fishbone Diagram, Checklist Analysis, Interviews, SWOT, Assumption Analysis
Risk Management Understand how to read a Risk Probability and Impact Assessment Table
Risk Management What is the purpose of a watch list?
Risk Management Calculate a Contingency Reserve for known unknowns
Risk Management Calculate Estimated Monetary Value
Risk Management Why would you use a Tornado Diagram
Risk Management Define strategies for Positive Risks and for Negative Risks
Risk Management Describe difference between Secondary Risks vs Residual Risks
Procurement Management Purpose & Objective Plan Procurements Management Process
Procurement Management Who is the Seller and Buyer in Procurement Management
Procurement Management Difference between Procurement Statement of Work mad Procurement Management Plan
Procurement Management What questions are asked for source selection criteria
Procurement Management Define Fixed Price, Fixed Price Plus Incentive Fee, Cost Plus Fixed Fee, Cost Plus Award Fee, Cost Plus Incentive Fee, Time & Materials Contracts
Procurement Management What is the risk to buyer vs seller for each contract
Procurement Management Define “force of majeure” and “total point of assumption”
Stakeholder Management Purpose & Objective Plan Stakeholder Management Process
Stakeholder Management Define 5 types of engagement a stakeholder is?
Stakeholder Management Create a Stakeholder Engagement Matrix

If you have suggestions for the list please comment below and I will add them if appropriate.

Next phase after planning phase



Leave a comment

Your email address will not be published. Required fields are marked *