DEVELOPMENT PROJECT MANAGEMENT Project Management Associate (PMA) Certification Learning Guide 2016 GUIDE PM4R: PROJECT MANAGEMENT FOR RESULTS Página 0 AUTHORS Rodolfo Siles, PMP, and Ernesto Mondelo, PMP. TECHNICAL REVISION Harald Modis, PMP; Galileo Solís, PMP; John Cropper, Prince2; Victoria Galeano, PMP, and Roberto Toledo, PMP. FOURTH EDITION UPDATE 2015 Ricardo Sánchez Orduña, PMP. IDB COLLABORATORS Matilde Neret; Carolina Aclan; Nydia Díaz; Rafael Millan; Juan Carlos Sánchez; Jorge Quinteros; Roberto García; Beatriz Jellinek; Eugenio Hillman; Masami Yamamori; Víctor Shiguiyama; Juan Manuel Leano; Gabriel Nagy, PMP; Samantha Pérez; Cynthia Smith, and Pablo Rolando. SPECIAL RECOGNITION To the team members that contributed to the validation of the course contents and methodology. Paraguay Ada Verna, Adilio Celle, Alcides Moreno, Álvaro Carrón, Amado Rivas, Amilcar Cazal, Carmiña Fernández, Carolina Centurión, Carolina Vera, Cesar David Rodas, Daniel Bogado, Diana Alarcón, Eduardo Feliciangeli, Félix Carballo, Fernando Santander, Gloria Rojas, Gonzalo Muñoz, Hernán Benítez, Hugo García, Ignacio Correa, Joaquín Núñez, Jorge Oyamada, Jorge Vergara, José Demichelis, Juan Jacquet, Laura Santander, Lourdes Casanello, Luz Cáceres, Mabel Abadiez, Malvina Duarte, Mariano Perales, Marta Corvalán, Marta Duarte, Nelson Figueredo, Nilson Román, Noel Teodoro, Nohora Alvarado, Norma López, Norma Ríos, Oscar Charotti, Patricia Ruiz, Reinaldo Peralta, Roberto Bogado, Roberto Camblor, Rocío González, Simón Zalimben, and Sonia Suárez. Bolivia Alex Saldías, Amelia López, Ana Meneses, Boris Gonzáles, Christian Lündstedt, Debbie Morales, Edgar Orellana, Fernando Portugal, Francisco Zegarra, Freddy Acebey, Freddy Gómez, Gabriela Sandi, Georgia Peláez, Gilberto Moncada, Gina Peñaranda, Gonzalo Huaylla, Hugo Weisser, Iván Iporre, Jorge Cossio, Joyce Elliot, Karin Daza, Leticia Flores, Luis Yujra, Marcelino Aliaga, Margarita Ticona, María Fernanda Padrón, Mónica Sanabria, Nicolás Catacora, Rommy Verástegui, Rossana Fernández, Rossina Alba, Salvador Torrico, and Santiago Rendón. El Salvador Alfonso Salazar, Alirio González, Ana Cabrera, Augusto Hernández, Carla Recinos, Carlos Navarrete, Carmen Álvarez, Carolina Flores, Eduardo Hernández, Eduardo Rivera, Elsye Guzmán, Felipe Ricas, Fidelina Mendoza, Fidia Echeverría, Frida Mejía, Gabriel Castillo, Gabriela Molina, Jaime Siliezar, Jenny Fuentes, Jorge Hernández, Juan Meléndez, Karen Fernández, Karla Sandoval, Lilena Martínez, Luis Barrera, Mario Castaneda, Mario Pérez, Nelson Estrada, Nidia Hidalgo, Orlando Valeriano, Pedro Pérez, Rafael Huezo, Regina Cuéllar, Ricardo Olmos, Ronny Rodríguez, Santiago Castillo, Susana Castillo, and Yolanda Núñez. This document represents the intellectual property of the 4th Edition Inter-American Development Bank (IDB) and the Inter-American Institute for Social and Economic Development (INDES). Any partial January 2015 or full reproduction of this document must be reported to: BID- [email protected]. This document represents the intellectual property of the Inter-American Development Bank (IDB) and the Inter-American Institute for Social and Page 1 Economic Development (INDES). Any partial or full reproduction of this document must be reported to: [email protected]. TABLE OF CONTENTS TABLE OF CONTENTS............................................................................................................ 2 CHAPTER 1. INTRODUCTION TO PROJECT MANAGEMENT AND PROJECT START-UP ............... 5 Unit I. Management of development projects ...................................................................... 7 Learning objectives ................................................................................................................... 7 I.1. Projects and development .................................................................................................. 7 I.2. The concept of management of development projects ................................................... 10 Unit summary .............................................................................................................................. 21 Unit II. Project start-up ...................................................................................................... 22 Learning objectives ................................................................................................................. 22 II.1. Project governance .......................................................................................................... 22 II.2. Results matrix (RM) .......................................................................................................... 25 II.3. Stakeholders matrix ......................................................................................................... 28 II.4. Project Charter ................................................................................................................. 33 II.5. Project management tools ............................................................................................... 35 Unit summary .............................................................................................................................. 37 Bibliographical references ........................................................................................................... 38 List of figures ............................................................................................................................... 39 List of tables ................................................................................................................................ 39 CHAPTER 2. PROJECT MANAGEMENT TOOLS (PART I) ......................................................... 40 Unit I. Step 1: Breaking down the project scope .................................................................. 43 Learning objectives ................................................................................................................. 43 I.1. Work Breakdown Structure (WBS) .................................................................................... 43 I.2. Inputs ................................................................................................................................. 44 I.3. Techniques ........................................................................................................................ 44 I.4. Outputs .............................................................................................................................. 45 Unit summary .............................................................................................................................. 47 Unit II. Step 2: The project schedule ................................................................................... 48 Learning objectives ................................................................................................................. 48 II.1. The Project schedule ........................................................................................................ 48 II.2. Inputs ................................................................................................................................ 48 II.3. Techniques ....................................................................................................................... 49 II.4. Outputs ............................................................................................................................. 55 This document represents the intellectual property of the Inter-American Development Bank (IDB) and the Inter-American Institute for Social and Page 2 Economic Development (INDES). Any partial or full reproduction of this document must be reported to: [email protected]. Unit summary .............................................................................................................................. 56 Unit III. Step 3: Resource utilization curve .......................................................................... 57 Learning objectives ................................................................................................................. 57 III.1. S Curve ............................................................................................................................. 57 III.2. Inputs ............................................................................................................................... 58 III.3. Techniques ...................................................................................................................... 59 III.4. Outputs ............................................................................................................................ 62 Unit summary .............................................................................................................................. 64 Bibliographical references ........................................................................................................... 65 List of figures ............................................................................................................................... 66 List of tables ................................................................................................................................ 66 CHAPTER 3. PROJECT MANAGEMENT TOOLS (PART II) ........................................................ 67 Unit I. Step 4: The procurement matrix .............................................................................. 69