ITTO Trick Sheet: Based on PMBOK GUIDE 6th Edion
‘TRICK SHEET’ on Project Management ITTO’s (Input, Tool & Tecn!"ues, Output# Compiled by Abdulla PMI-ACP, SCT, CSM, PMP $ase% on PMBOK 'IE S!)t E%!*on
ITTO Trick Sheet: Based on PMBOK GUIDE 6th Edion
ITTO Trick Sheet: Based on PMBOK GUIDE 6th Edion
PRO+ECT ITER-TIO M--EMET PROCESS
ESCRIPTIO
RO'P
IP'T
e0elop
$ora% authori&aon o'
Inian)
Project
the pro(ect or phase
*! Business Docuents +! ,)reeents -! Enterprise en.ironenta% $actors /! Or)ani&aona% process assets
P%annin)
*! Pro(ect charter +! Outputs 'ro other processes -! Enterprise en.ironenta% 'actors /! Or)ani&aona% process assets
*! E0pert (ud)ent +! Data Gatherin) -! Interpersona% and Tea Ski%%s /! Meen)s
*! Pro(ect ana)eent p%an
E0ecun)
*!Pro(ect ana)eent p%an +!Pro(ect Docuents -!,ppro.ed chan)e reuests /!Enterprise en.ironenta% 'actors 7!Or)ani&aona% process assets
*!E0pert 8ud)eent +!Pro(ect ana)eent in'oraon s5ste -!Meen)s
*! De%i.era4%es +!9ork per'orance data -!Issue 1o) /!han)e reuests 7!Pro(ect ana)eent p%an Updates 6!Pro(ect docuents updates ;!Or)ani&aona% Process ,sset Updates
Carter
e0elop
Docuent acons to
Project
de2ne3 prepare3
Management
inte)rate3 and
Plan
coordinate su4sidiar5
TOO.S & TECHI/'ES
p%ans into the PMP !rect an%
E0ecute the #ork
Manage
de2ned in the pro(ect
Project 1or2
ana)eent p%an to achie.e reuireents in scope stateent!
Manage
This is the process o'
Project
usin) e0isn)
Kno3le%ge
kno#%ed)e and
P%annin)
o
crean) ne#
o
kno#%ed)e to achie.e the pro(ect
o
and contri4ute to
o
or)ani&aona% %earnin)!
o o
Pro(ect ana)eent p%an o ,%% oponents Pro(ect Docuents 1essons %earned re)ister Pro(ect Tea ,ssi)nent =esource Breakdo#n Structure Source Se%econ riteria Stakeho%der =e)ister De%i.era4%es Enterprise en.ironenta% 'actors
*! E0pert (ud)ent +! Data Gatherin) -! Interpersona% and Tea Ski%%s /! Meen)s
E0pert 8ud)eent Kno#%ed)e Mana)eent In'oraon Mana)eent Interpersona% and Tea Ski%%s o ,c.e 1istenin) o $aci%itaon o 1eadership o >et#orkin) o Po%ica%
O'TP'T
*! Pro(ect charter +! ,ssupons 1o)
1essons 1earned =e)ister Pro(ect Mana)eent P%an Updates o ,n5 coponent Or)ani&aona% process asset updates
ITTO Trick Sheet: Based on PMBOK GUIDE 6th Edion Or)ani&aona% process assets *!Pro(ect ana)eent p%an ,n5 coponents ← +! Pro(ect Docuents a! ,ssupon 1o) 4! Basis o' Esates c! ost $orecasts d! Issue %o) e! 1essons 1earned =e)ister '! Mi%estone %ist )! ?ua%it5 =eports h! =isk =e)ister i! =isk =eport (! Schedu%e $orecasts -! 9ork per'orance in'oraon /! ,)reeent 7! Enterprise En.ironent $actors 6! Or)ani&aona% Process ,ssets! *!Pro(ect ana)eent p%an a! han)e Mana)eent P%an 4! on2)uraon Mana)eent P%an c! Scope Base%ine d! Schedu%e Base%ine e! ost Base%ine +!Pro(ect Docuents a! Basis o' Esates 4! =euireent Tracea4i%it5 Matri0 c! =isk =eport -!9ork per'orance reports /!han)e reuests 7!Enterprise en.ironenta% 'actors 6!Or)ani&aona% process assets *! Pro(ect harter +! Pro(ect ana)eent p%an a! ,%% oponents -! Pro(ect docuents
Mon!tor an%
Monitor and contro%
Control
the processes to eet
Project 1or2
the per'orance
E0ecun)
o4(ec.es!
Per4orm
=e.ie#in) chan)e
Monitorin)
Integrate%
reuests3 appro.in)
and
Cange
chan)e reuests and
ontro%%in)
Control
contro%%in) chan)es
Close Project
$ina%i&e a%% ac.ies to
or Pase
'ora%%5 c%ose the pro(ect or phase!
%osin)
,#areness *! E0pert (ud)ent +! Data ,na%5sis a! ,%terna.e ,na%5sis 4! ost Bene2t ,na%5sis c! Earned a%ue ,na%5sis d! =oot ause ,na%5sis e! Trend ,na%5sis '! ariance ,na%5sis -! Decision Makin) /! Meen)s
*!9ork Per'orance =eports +!han)e reuests -!9ork per'orance reports /!Pro(ect ana)eent p%an updates a! ,n5 coponents 7!Pro(ect docuents updates
*! E0pert (ud)ent +! han)e contro% too%s -! Data ,na%5sis a! ,%terna.e ,na%5sis 4! ost Bene2t ,na%5sis /! Decision Makin) a! on) 4! ,utocrac Decision Makin) c! Mu% criteria Decision ,na%5sis 7! Meen)
*! ,ppro.ed chan)e reuests +! Pro(ect ana)eent p%an updates a! ,n5 coponents -! Pro(ect docuents updates a! han)e %o)
*! E0pert (ud)ent +! ,na%5ca% techniues -! Meen)s
*!Pro(ect Docuent Updates a! 1essons 1earned =e)ister +!$ina% product3 ser.ice3 or resu%t transion
a! ost $orecasts 4! Issue 1o) c! 1essons 1earned =e)ister d! =isk =e)ister e! Schedu%e $orecast
ITTO Trick Sheet: Based on PMBOK GUIDE 6th Edion a! 4! c! d! e! '! )! h!
/! 7!
6! ;! A!
,ssupon 1o) Basis o' Esates han)e 1o) Issue 1o) 1essons 1earned =e)ister Mi%estone 1ist Pro(ect ounicaons ?ua%it5 ontro% Measureent i! ?ua%it5 =eports (! =euireent Docuentaon k! =isk =e)ister %! =isk =eport ,ccepted de%i.era4%es Business Docuents a! Business ase 4! Bene2t Mana)eent P%an ,)reeent Procureent Docuentaon Or)ani&aona% Process ,ssets
Or)ani&aona% process assets updates -!$ina% =eport /!Or)ani&aona% Process ,sset Update
ITTO Trick Sheet: Based on PMBOK GUIDE 6th Edion
PRO+ECT SCOPE M,>,GEME>T PROCESS
ESCRIPTIO
RO'P
IP'T
TOO.S & TECHI/'ES
O'TP'T
P%an Scope
Docuents ho# the
P%annin)
Mana)eent
pro(ect scope #i%% 4e
*! +! -! /!
*! E0pert (ud)ent +! Data ,na%5sis a! ,%terna.e ,na%5sis -! Meen)s
*!Scope ana)eent p%an +!=euireents ana)eent p%an
P%annin)
Pro(ect charter Pro(ect ana)eent p%an Scope ana)eent p%an =euireents ana)eent p%an Stakeho%der en)a)eent p%an Pro(ect docuents ,ssupon %o) 1essons %earned re)ister Stakeho%der re)ister Business docuents Business case ,)reeents Enterprise en.ironenta% $actors Or)ani&aona% process assets
E0pert (ud)ent Data )atherin) Brainstorin) Inter.ie#s $ocus )roups ?uesonnaires and sur.e5s Bencharkin) Data ana%5sis Docuent ana%5sis Decision akin) on) Mu%criteria decision ana%5sis Data representaon
*! =euireents docuentaon +! =euireents tracea4i%it5 atri0
de2ned3 .a%idated3 and contro%%ed! o%%ect
De2nin) and
=euireents
docuenn) stakeho%ders needs to ensure pro(ect o4(ec.es are et!
Pro(ect ana)eent p%an Pro(ect charter Enterprise en.ironenta% 'actors Or)ani&aona% process assets
De2ne Scope
De.e%opin) detai%ed descripon o' the pro(ect and product as
P%annin)
Pro(ect charter Pro(ect ana)eent p%an Scope ana)eent p%an
,Cnit5 dia)ras Mind appin)
Interpersona% and tea ski%%s >oina% )roup techniue O4ser.aoncon.ersao n $aci%itaon onte0t dia)ra Protot5pes E0pert (ud)ent Data ana%5sis ,%terna.es ana%5sis
Pro(ect scope stateent Pro(ect docuents updates ,ssupon %o)
ITTO Trick Sheet: Based on PMBOK GUIDE 6th Edion a 4asis 'or 'uture decisions!
reate 9BS
Su4di.idin) a(or
P%annin)
de%i.era4%es into
Pro(ect docuents ,ssupon %o) =euireents docuentaon =isk re)ister Enterprise en.ironenta% 'actors Or)ani&aona% process assets
Decision Makin) Mu%criteria decision ana%5sis Interpersona% and tea ski%%s $aci%itaon Product ana%5sis
Project management plan
Decoposion E0pert (ud)ent
Scope 4ase%ine Pro(ect docuents updates ,ssupon %o) =euireents docuentaon
Inspecon Decisionakin) on)
,ccepted de%i.era4%es 9ork per'orance in'oraon han)e reuests Pro(ect docuent updates 1essons %earned re)ister =euireents Docuentaon =euireents tracea4i%it5 atri0
Data ,na%5sis ariance ana%5sis Trend ,na%5sis
9ork per'orance in'oraon han)e reuests Pro(ect ana)eent p%an updates Scope ana)eent p%an Scope 4ase%ine Schedu%e 4ase%ine ost 4ase%ine Per'orance easureent 4ase%ine
Scope management plan
Project documents
sa%%er coponents
Project scope statement
Requirements documentation
=euireents docuentaon =euireents tracea4i%it5 atri0 Stakeho%der re)ister
Enterprise environmental factors Organizational process assets
a%idate
$ora% acceptance o'
Monitorin)
Scope
the cop%eted pro(ect
and
de%i.era4%es!
ontro%%in)
Monitorin) status o'
Monitorin)
the pro(ect and
and
product scope and
ontro%%in)
ontro% Scope
ana)in) chan)es to scope 4ase%ine!
Pro(ect ana)eent p%an Scope ana)eent p%an =euireents ana)eent p%an Scope 4ase%ine Pro(ect docuents 1essons %earned re)ister ?ua%it5 reports =euireents docuentaon =euireents tracea4i%it5 atri0 eri2ed de%i.era4%es 9ork per'orance data Pro(ect ana)eent p%an Scope ana)eent p%an =euireents ana)eent P%an han)e ana)eent p%an on2)uraon ana)eent P%an Scope 4ase%ine Per'orance easureent 4ase%ine
ITTO Trick Sheet: Based on PMBOK GUIDE 6th Edion Pro(ect docuents 1essons %earned re)ister =euireents docuentaon =euireents tracea4i%it5 Matri0 9ork per'orance data Or)ani&aona% process assets
Pro(ect docuents updates 1essons %earned re)ister =euireents docuentaon =euireents tracea4i%it5 atri0
PRO+ECT SCHE'.E M,>,GEME>T PROCESS
ESCRIPTIO
RO'P
IP'T
TOO.S & TECHI/'ES
O'TP'T
P%an Schedu%e Mana)eent
Docuentaon 'or P%annin)3 de.e%opin)3 ana)in)3 e0ecun)3 and contro%%in) the pro(ect schedu%e
P%annin)
*! E0pert (ud)ent +! Data ,na%5sis -! Meen)s
*! Schedu%e ana)eent p%an
De2ne ,c.ies
Iden'5in) and docuenn) the speci2c acons to 4e per'ored to produce the pro(ect de%i.era4%es
P%annin)
* Pro(ect cha rter + Pro(ect ana)eent p%an F Scope ana)eent p%an F De.e%opent approach - Enterprise en.ironenta% 'actors / Or)ani&aona% process assets *! Pro(ect Mana)eent P%an Schedu%e ana)eent p%an Scope 4ase%ine +! Enterprise en.ironenta% 'actors -! Or)ani&aona% process assets
*! Decoposion +! =o%%in) #a.e p%annin) -! E0pert (ud)ent /! Meen)
Seuence ,c.ies
Iden'5 and docuent the %o)ica% re%aonships and dependencies
P%annin)
*! Pro(ect ana)eent p%an Schedu%e ana)eent p%an Scope 4ase%ine +! Pro(ect docuents ,c.it5 ari4utes ,c.it5 %ist ,ssupon %o) Mi%estone %ist -! Enterprise en.ironenta% $actors
*! Precedence dia)rain) ethod HPDM +! Dependenc5 deterinaon -! 1eads and %a)s /! Pro(ect Mana)eent in'oraon s5ste
*! ,c.it5 %ist +! ,c.it5 ari4utes -! Mi%estone %ist /! han)e reuests 7! Pro(ect ana)eent p%an updates Schedu%e 4ase%ine ost 4ase%ine *! Pro(ect schedu%e net#ork dia)ras +! Pro(ect docuents updates ,c.it5 ari4utes F ,c.it5 %ist F ,ssupon %o) Mi%estone %ist
ITTO Trick Sheet: Based on PMBOK GUIDE 6th Edion
Esate ,c.it5 Duraons
Esate J o' #ork
De.e%op Schedu%e
,na%5&e seuences3
P%annin)
periods per ac.it5
duraons3 resources and constraints to docuent pro(ect schedu%e
P%annin)
/! Or)ani&aona% process assets *! Pro(ect Mana)eent P%an F Schedu%e ana)eent p%an F Scope Base%ine +! Pro(ect Docuents F ,c.it5 ari4utes F ,c.it5 %ist F ,ssupon %o) F 1essons %earned re)ister F Mi%estone %ist F Pro(ect tea assi)nents F =esource 4reakdo#n structure F =esource ca%endars F =esource reuireents F =isk re)ister -! Enterprise en.ironenta% 'actors /! Or)ani&aona% process assets *! Pro(ect ana)eent p%an F Schedu%e ana)eent p%an F Scope 4ase%ine +! Pro(ect Docuents F ,c.it5 ari4utes F ,c.it5 %ist F ,ssupon %o) F Basis o' esates F Duraon esates F 1essons %earned re)ister F Mi%estone %ist F Pro(ect schedu%e net#ork dia)ras F Pro(ect tea assi)nents F =esource ca%endars F =esource reuireents F =isk re)ister -! ,)reeent /! Enterprise en.ironenta% 'actors 7! Or)ani&aona% process assets
*! E0pert (ud)ent +! ,na%o)ous esan) -! Paraetric esan) /! Threepoint esan) 7! Booup esan) 6! Data ana%5sis F ,%terna.es ana%5sis F =eser.e ana%5sis ;! Decisionakin) techniues A! Meen)
*! Duraon esates +! Basis o' esates !- Pro(ect docuents updates F ,c.it5 ari4utes F ,ssupon %o) F 1essons %earned re)ister
*! Schedu%e net#ork ana%5sis +! rica% path ethod -! =esource opi&aon techniues /! Data ana%5sis 9hati' scenario ana%5sis Siu%aon 7! 1eads and %a)s 6! Schedu%e copression ;! Pro(ect ana)eent in'oraon s5ste A! ,)i%e re%ease p%annin)
*! Schedu%e 4ase%ine +! Pro(ect schedu%e -! Schedu%e data /! Pro(ect ca%endars 7! han)e reuests 6! Pro(ect ana)eent p%an updates F Schedu%e ana)eent p%an F ost 4 ase%ine ;! Pro(ect docuents updates F ,c.it5 ari4utes F ,ssupon %o) F Duraon esates F 1essons %earned re)ister F =esource reuireents F =isk re)ister
ITTO Trick Sheet: Based on PMBOK GUIDE 6th Edion ontro% Schedu%e
ontro%%in) chan)es
Monitorin) *! Pro(ect ana)eent p%an F Schedu%e ana)eent p%an and F Schedu%e 4ase%ine ontro%%in) F Scope 4ase%ine F Per'orance easureent 4ase%ine +! Pro(ect Docuents F 1essons %earned re)ister F Pro(ect ca%endars F Pro(ect schedu%e F =esource ca%endars F Schedu%e data -! 9ork per'orance data /! Or)ani&aona% process assets
*! Data ,na%5sis F Earned .a%ue ana%5sis F Iteraon 4urndo#n chart F Per'orance re.ie#s F Trend ana%5sis F ariance ana%5sis F 9hati' scenario ana%5sis +! rica% path ethod -! Pro(ect ana)eent in'oraon s5ste /! =esource opi&aon 7! 1eads and %a)s 6! Schedu%e copression
*! 9ork per'orance in'oraon +! Schedu%e 'orecasts -! han)e reuests /! Pro(ect ana)eent p%an updates F Schedu%e ana)eent p%an F Schedu%e 4ase%ine F ost 4 ase%ine F Per'orance easureent 4ase%ine 7! Pro(ect docuents updates F ,ssupon %o) F Basis o' esates F 1essons %earned re)ister F Pro(ect schedu%e F =esource ca%endars F =isk re)ister F Schedu%e data
PRO+ECT COST M,>,GEME>T PROCESS
ESCRIPTIO
RO'P
IP'T
TOO.S & TECHI/'ES
O'TP'T
ITTO Trick Sheet: Based on PMBOK GUIDE 6th Edion P%an ost Mana)eent
Esate ost
Docuentaon 'or p%annin)3 ana)in)3 e0pendin)3 and contro%%in) pro(ect costs De.e%op an appro0iaon o' the costs o' the resources to cop%ete pro(ect ac.ies
P%annin)
P%annin)
*! Pro(ect harter +! Pro(ect ana)eent p%an F Schedu%e ana)eent p%an F =isk ana)eent p%an -! Enterprise en.ironenta% 'actors /! Or)ani&aona% process assets *! Pro(ect ana)eent p%an F ost ana)eent p%an F ?ua%it5 ana)eent p%an F Scope 4ase%ine +! Pro(ect docuents F 1essons %earned re)ister F Pro(ect schedu%e F =esources reuireents F =isk re)ister
*! E0pert (ud)ent +! Data ,na%5sis -! Meen)s
*! ost ana)eent p%an
*! +! -! /! 7! 6!
*! ost esates +! Basis o' esates -! Pro(ect docuents updates ,ssupon %o) 1essons %earned re)ister =isk re)ister
;! -! Enterprise en.ironenta% 'actors /! Or)ani&aona% process assets Deterine Bud)et
ontro% ost
,))re)an) esated costs to esta4%ish an authori&ed cost 4ase%ine!
P%annin)
Monitorin) status o' the pro(ect to update the pro(ect 4ud)et and ana)in) chan)es
Monitorin) and ontro%%in)
*! Pro(ect ana)eent p%an ost ana)eent p%an =esource ana)eent p%an Scope 4ase%ine +! Pro(ect docuents Basis o' esates ost esates Pro(ect schedu%e =isk re)ister -! Business docuents Business case Bene2ts ana)eent p%an /! ,)reeent 7! Enterprise en.ironenta% 6! Or)ani&aona% process assets *! Pro(ect ana)eent p%an ost ana)eent p%an ost 4ase%ine Per'orance easureent Base%ine
A! *! +! -! /! 7! 6!
E0pert (ud)ent ,na%o)ous esan) Paraetric esan) Booup esan) Threepoint esan) Data ana%5sis ,%terna.es ana%5sis =eser.e ana%5sis ost o' ua%it5 Pro(ect ana)eent In'oraon S5ste Decisionakin) on) E0pert (ud)ent ost a))re)aon Data ana%5sis =eser.e ana%5sis istorica% in'oraon re.ie# $undin) %iit reconci%iaon $inancin)
*! E0pert (ud)ent +! Data ana%5sis Earned .a%ue ana%5sis ariance ana%5sis Trend ana%5sis
*! ost 4ase%ine +! Pro(ect 'undin) reuireents -! Pro(ect docuents updates ost esates Pro(ect schedu%e =isk re)ister
*! +! -! /!
9ork per'orance in'oraon ost 'orecasts han)e reuests Pro(ect ana)eent p%an
ITTO Trick Sheet: Based on PMBOK GUIDE 6th Edion to the cost 4ase%ine
+! Pro(ect docuents 1essons %earned re)ister -! Pro(ect 'undin) reuireents /! 9ork per'orance data 7! Or)ani&aona% process assets
=eser.e ana%5sis -! Tocop%ete per'orance inde0 /! Pro(ect ana)eent in'oraon s5ste
updates ost ana)eent p%an ost 4ase%ine Per'orance easureent 4ase%ine 7! Pro(ect docuents updates ,ssupon %o) Basis o' esates ost esates 1essons %earned re)ister =isk re)ister
PRO+ECT /'-.IT5 M,>,GEME>T PROCESS
ESCRIPTIO
RO'P
IP'T
TOO.S & TECHI/'ES
O'TP'T
P%an ?ua%it5 Mana)eent
Iden'5in) ua%it5 =euireents andor standards 'or the pro(ect and product and docuenn) ho# the pro(ect #i%% deonstrate cop%iance!
P%annin)
*! Pro(ect harter +! Pro(ect ana)eent p%an =euireents ana)eent p%an =isk ana)eent p%an Stakeho%der en)a)eent P%an Scope 4ase%ine -! Pro(ect docuents ,ssupon %o) =euireents docuentaon =euireents tracea4i%it5 atri0 =isk re)ister Stakeho%der re)ister /! Enterprise en.ironenta% 'actors 7! Or)ani&aona% process assets
*! E0pert (ud)ent +! Data )atherin) Bencharkin) Brainstorin) Inter.ie#s -! Data ana%5sis ost4ene2t ana%5sis ost o' ua%it5 /! !Decision akin) Mu%criteria decision ,na%5sis 7! Data representaon $%o#charts 1o)ica% data ode% Matri0 dia)ras Mind appin) 6! Test and inspecon p%annin) ;! Meen)s
*! ?ua%it5 ana)eent p%an +! ?ua%it5 etrics -! Pro(ect ana)eent p%an Updates =isk ana)eent p%an Scope 4ase%ine /! Pro(ect docuents updates 1essons %earned re)ister =euireents tracea4i%it5 Matri0 =isk re)ister Stakeho%der re)ister
Mana)e ?ua%it5
,udin) the ua%it5 =euireents and the resu%ts 'ro
E0ecun)
*! Pro(ect ana)eent p%an ?ua%it5 ana)eent p%an +! Pro(ect docuents
*! Data )atherin) heck%ists +! Data ana%5sis
*! ?ua%it5 reports +! Test and e.a%uaon Docuents
ITTO Trick Sheet: Based on PMBOK GUIDE 6th Edion ua%it5 contro% easureents to ensure appropriate ua%it5 standards and operaons de2nions are used!
1essons %earned re)ister ?ua%it5 contro% easureents ?ua%it5 etrics =isk report -! Or)ani&aona% process assets
-!
/!
7! 6! ;! A! ontro% ?ua%it5
Monitorin) and recordin) resu%ts o' e0ecun) the ua%it5 ac.ies to assess per'orance and recoend necessar5 chan)es!
Monitorin) and ontro%%in)
*! Pro(ect ana)eent p%an ?ua%it5 ana)eent p%an +! Pro(ect docuents 1essons %earned re)ister ?ua%it5 etrics Test and e.a%uaon docuents -! ,ppro.ed chan)e reuests /! De%i.era4%es 7! 9ork per'orance data 6! Enterprise en.ironenta% 'actors ;! Or)ani&aona% process assets
,%terna.es ana%5sis Docuent ana%5sis Process ana%5sis =oot cause ana%5sis !Decision akin) Mu%criteria decision ana%5sis !Data representaon ,Cnit5 dia)ras auseandeLect dia)ras $%o#charts isto)ras Matri0 dia)ras Scaer dia)ras ,udits Desi)n 'or Pro4%e so%.in) ?ua%it5 ipro.eent ethods Data )atherin) heck%ists heck sheets Stasca% sap%in) ?uesonnaires and sur.e5s Data ana%5sis Per'orance re.ie#s =oot cause ana%5sis Inspecon Tesn)product e.a%uaons Data representaon auseandeLect dia)ras ontro% charts isto)ra Scaer dia)ras Meen)s
*!
+!
-! /! 7!
6!
-! han)e reuests /! Pro(ect ana)eent p%an updates ?ua%it5 ana)eent p%an Scope 4ase%ine Schedu%e 4ase%ine ost 4ase%ine 7! Pro(ect docuents updates Issue %o) 1essons %earned re)ister =isk re)ister
*! ?ua%it5 contro% easureents +! eri2ed de%i.era4%es -! 9ork per'orance in'oraon /! han)e reuests 7! Pro(ect ana)eent p%an updates ?ua%it5 ana)eent p%an 6! Pro(ect docuents updates Issue %o) 1essons %earned re)ister =isk re)ister Test and e.a%uaon docuents
ITTO Trick Sheet: Based on PMBOK GUIDE 6th Edion
PRO+ECT RESO'RCE M--EMET PROCESS
ESCRIPTIO
RO'P
IP'T
TOO.S & TECHI/'ES
O'TP'T
P%an =esource ana)eent
Esate3 acuire3 ana)e3 and u%i&e ph5sica% and tea resources!
P%annin)
E0pert (ud)ent Data representaon ierarchica% charts =esponsi4i%it5 assi)nent atri0 Te0toriented 'orats Or)ani&aona% theor5 Meen)s
=esource ana)eent p%an Tea charter Pro(ect docuents updates ,ssupon %o) =isk re)ister
Esate ,c.it5 =esources
Estimating team resources and the type and quantities of material, equipment, and supplies necessary to perform project work.
P%annin)
E0pert (ud)ent Booup esan) ,na%o)ous esan) Paraetric esan) Data ana%5sis ,%terna.es ana%5sis Pro(ect ana)eent in'oraon s5ste Meen)s
=esource reuireents Basis o' esates =esource 4reakdo#n structure Pro(ect docuents updates ,c.it5 ari4utes ,ssupon %o) 1essons %earned re)ister
,cuire =esources
O4tainin) reuired pro(ect resources!
E0ecun)
*! Pro(ect charter +! Pro(ect ana)eent p%an ?ua%it5 ana)eent p%an Scope 4ase%ine !- Pro(ect docuents Pro(ect schedu%e =euireents docuentaon =isk re)ister Stakeho%der re)ister /! Enterprise en.ironenta% $actors 7! Or)ani&aona% process assets Pro(ect ana)eent p%an =esource ana)eent p%an Scope 4ase%ine !Pro(ect docuents ,c.it5 ari4utes ,c.it5 %ist ,ssupon %o) ost esates =esource ca%endars =isk re)ister Enterprise en.ironenta% 'actors Or)ani&aona% process assets Pro(ect ana)eent p%an =esource ana)eent p%an Procureent ana)eent p%an ost 4ase%ine Pro(ect docuents Pro(ect schedu%e =esource ca%endars =esource reuireents Stakeho%der re)ister
Decision akin) Mu%criteria decision ana%5sis Interpersona% and tea ski%%s >e)oaon !Preassi)nent !irtua% teas
Ph5sica% resource assi)nents Pro(ect tea assi)nents =esource ca%endars han)e reuests Pro(ect ana)eent p%an updates =esource ana)eent p%an ost 4ase%ine Pro(ect docuents updates
ITTO Trick Sheet: Based on PMBOK GUIDE 6th Edion Enterprise en.ironenta% 'actors Or)ani&aona% process assets
1essons %earned re)ister Pro(ect schedu%e =esource 4reakdo#n structure =esource reuireents =isk re)ister Stakeho%der re)ister Enterprise en.ironenta% 'actors updates Or)ani&aona% process assets updates Tea per'orance assessents han)e reuests !Pro(ect ana)eent p%an updates =esource ana)eent p%an Pro(ect docuents updates 1essons %earned re)ister Pro(ect schedu%e Pro(ect tea assi)nents =esource ca%endars Tea charter Enterprise en.ironenta% 'actors updates Or)ani&aona% process assets update han)e reuests Pro(ect ana)eent p%an updates =esource ana)eent p%an Schedu%e 4ase%ine ost 4ase%ine Pro(ect docuents updates
De.e%op Tea
De.e%op indi.idua% or )roup ski%%s to enhance pro(ect per'orance!
E0ecun)
Pro(ect ana)eent p%an =esource ana)eent p%an !Pro(ect docuents 1essons %earned re)ister Pro(ect schedu%e pro(ect tea assi)nents =esource ca%endars Tea charter Enterprise en.ironenta% 'actors Or)ani&aona% process assets
o%ocaon irtua% teas ounicaon techno%o)5 Interpersona% and tea ski%%s onNict ana)eent InNuencin) Mo.aon >e)oaon Tea 4ui%din) =eco)nion and re#ards Trainin) Indi.idua% and tea assessents Meen)s
Mana)e Pro(ect Tea
Track tea per'orance3 pro.idin) 'eed4ack3 reso%.in) issues3 ana)in) chan)es to opi&e pro(ect per'orance!
E0ecun)
Pro(ect ana)eent p%an =esource ana)eent p%an Pro(ect docuents Issue %o) 1essons %earned re)ister Pro(ect tea assi)nents Tea charter 9ork per'orance reports
Interpersona% and tea ski%%s onNict ana)eent Decision akin) Eoona% inte%%i)ence InNuencin) 1eadership Pro(ect ana)eent in'oraon s5ste
ITTO Trick Sheet: Based on PMBOK GUIDE 6th Edion Tea per'orance assessents Enterprise en.ironenta% 'actors Or)ani&aona% process assets
ontro% =esource
Ensuring that the physical resources assigned and allocated to the project are available as planned, as well as monitoring the planned versus actual use of resources, and performing corrective action as necessary.
Pro(ect ana)eent p%an =esource ana)eent p%an Pro(ect docuents Issue %o) 1essons %earned re)ister Ph5sica% resource assi)nents Pro(ect schedu%e =esource 4reakdo#n structure =esource reuireents =isk re)ister 9ork per'orance data ,)reeents Or)ani&aona% process assets
Issue %o) 1essons %earned re)ister Pro(ect tea assi)nents Enterprise en.ironenta% 'actors updates 9ork per'orance in'oraon han)e reuests Pro(ect ana)eent p%an updates =esource ana)eent p%an Schedu%e 4ase%ine ost 4ase%ine Pro(ect docuents updates ,ssupon %o) Issue %o) 1essons %earned re)ister Ph5sica% resource assi)nents =esource 4reakdo#n structure =isk re)ister
Data ana%5sis ,%terna.es ana%5sis ost4ene2t ana%5sis Per'orance re.ie#s Trend ana%5sis Pro4%e so%.in) Interpersona% and tea ski%%s >e)oaon InNuencin) Pro(ect ana)eent in'oraon s5ste
PRO+ECT COMM'IC-TIO M,>,GEME>T PROCESS
ESCRIPTIO
RO'P
IP'T
TOO.S & TECHI/'ES
O'TP'T
P%an ounicaon
De.e%opin) an appropriate approach and p%an
P%annin)
Pro(ect charter Pro(ect ana)eent p%an =esource ana)eent
E0pert (ud)ent ounicaon reuireents ana%5sis
ounicaons ana)eent p%an Pro(ect ana)eent p%an
ITTO Trick Sheet: Based on PMBOK GUIDE 6th Edion 'or pro(ect ounicaons 4ased on stakeho%der
p%an Stakeho%der en)a)eent p%an Pro(ect docuents =euireents docuentaon Stakeho%der re)ister Enterprise en.ironenta% 'actors Or)ani&aona% process assets
Mana)e ounicaons
Process o' crean)3 co%%ecn)3 distri4un)3 storin)3 retrie.in)3 and the u%ate disposion o' pro(ect in'oraon in accordance #ith the counicaons ana)eent p%an
E0ecun)
Pro(ect ana)eent p%an =esource ana)eent p%an ounicaons ana)eent p%an Stakeho%der en)a)eent p%an !Pro(ect docuents han)e %o) Issue %o) 1essons %earned re)ister ?ua%it5 report =isk report Stakeho%der re)ister 9ork per'orance reports Enterprise en.ironenta% 'actors Or)ani&aona% process assets
Monitor ounicaons
Monitorin) and contro%%in) counicaons throu)hout the enre pro(ect %i'e c5c%e to ensure the in'oraon needs o' the pro(ect stakeho%ders are et! The ke5 4ene2t o' this process is that it ensures an opa% in'oraon No# aon) a%%
Monitorin) and ontro%%in)
Pro(ect ana)eent p%an =esource ana)eent p%an ounicaons ana)eent p%an Stakeho%der en)a)eent p%an !Pro(ect docuents Issue %o)
ounicaon techno%o)5 ounicaon ode%s ounicaon ethods Interpersona% and tea ski%%s ounicaon st5%es assessent Po%ica% a#areness u%tura% a#areness !Data representaon Stakeho%der en)a)eent assessent atri0 Meen)s ounicaon techno%o)5 ounicaon ethods ounicaon ski%%s ounicaon copetence $eed4ack >on.er4a% Presentaons Pro(ect ana)eent in'oraon s5ste Pro(ect reporn) Interpersona% and tea ski%%s ,c.e %istenin) onNict ana)eent u%tura% a#areness Meen) ana)eent >et#orkin) Po%ica% a#areness Meen)s E0pert (ud)ent Pro(ect ana)eent in'oraon s5ste Data ana%5sis Stakeho%der en)a)eent assessent atri0 !Interpersona% and tea ski%%s O4ser.aoncon.ersaon Meen)s
updates Stakeho%der en)a)eent p%an Pro(ect docuents updates Pro(ect schedu%e Stakeho%der re)ister
Pro(ect counicaons Pro(ect ana)eent p%an updates ounicaons ana)eent p%an Stakeho%der en)a)eent p%an Pro(ect docuents updates Issue %o) 1essons %earned re)ister Pro(ect schedu%e =isk re)ister Stakeho%der re)ister Or)ani&aona% process assets updates
9ork per'orance in'oraon han)e reuests Pro(ect ana)eent p%an updates ounicaons ana)eent p%an Stakeho%der en)a)eent p%an
ITTO Trick Sheet: Based on PMBOK GUIDE 6th Edion counicaon parcipants
Pro(ect docuents updates Issue %o) 1essons %earned re)ister Stakeho%der re)ister
1essons %earned re)ister Pro(ect counicaons 9ork per'orance data Enterprise en.ironenta% 'actors Or)ani&aona% process assets
PRO+ECT RISK M,>,GEME>T PROCESS
ESCRIPTIO
RO'P
IP'T
TOO.S & TECHI/'ES
O'TP'T
P%an =isk Mana)eent
Deterine approach and p%an risk )t ac.ies
P%annin)
E0pert (ud)ent Data ana%5sis Stakeho%der ana%5sis Meen)s
=isk ana)eent p%an
Iden'5 =isks
Deterine and docuent characteriscs o' potena% risks
P%annin)
Pro(ect charter Pro(ect ana)eent p%an ,%% coponents !Pro(ect docuents Stakeho%der re)ister !Enterprise en.ironenta% 'actors Or)ani&aona% process assets Pro(ect ana)eent p%an =euireents ana)eent p%an Schedu%e ana)eent p%an ost ana)eent p%an ?ua%it5 ana)eent p%an =esource ana)eent p%an =isk ana)eent p%an Scope 4ase%ine Schedu%e 4ase%ine ost 4ase%ine !Pro(ect docuents ,ssupon %o) ost esates Duraon esates Issue %o) 1essons %earned re)ister =euireents docuentaon =esource reuireents Stakeho%der re)ister ,)reeents Procureent docuentaon
E0pert (ud)ent Data )atherin) Brainstorin) heck%ists Inter.ie#s Data ana%5sis =oot cause ana%5sis ,ssupon and constraint ana%5sis S9OT ana%5sis Docuent ana%5sis Interpersona% and tea ski%%s $aci%itaon Propt %ists Meen)s
=isk re)ister =isk report Pro(ect docuents updates ,ssupon %o) Issue %o) 1essons %earned re)ister
ITTO Trick Sheet: Based on PMBOK GUIDE 6th Edion
Per'or ?ua%ita.e =isk ,na%5sis
onduct ua%ita.e ana%5sis o' risks and condions and priori&e their eLects
P%annin)
Per'or ?uanta.e =isk ,na%5sis
Measure probability and consequence s of risks and estimate implications for project objectives
P%annin)
P%an =isk
De.e%op opons
P%annin)
Enterprise en.ironenta% 'actors Or)ani&aona% process assets Pro(ect ana)eent p%an =isk ana)eent p%an !Pro(ect docuents ,ssupon %o) =isk re)ister Stakeho%der re)ister Enterprise en.ironenta% 'actors Or)ani&aona% process assets
Pro(ect ana)eent p%an =isk ana)eent p%an Scope 4ase%ine Schedu%e 4ase%ine ost 4ase%ine Pro(ect docuents ,ssupon %o) Basis o' esates ost esates ost 'orecasts Duraon esates Mi%estone %ist =esource reuireents =isk re)ister =isk report Schedu%e 'orecasts Enterprise en.ironenta% 'actors Or)ani&aona% process assets Pro(ect ana)eent p%an
E0pert (ud)ent Data )atherin) Inter.ie#s Data ana%5sis =isk data ua%it5 assessent =isk pro4a4i%it5 and ipact assessent ,ssessent o' other risk paraeters Interpersona% and tea ski%%s $aci%itaon =isk cate)ori&aon Data representaon Pro4a4i%it5 and ipact atri0 ierarchica% charts Meen)s E0pert (ud)ent Data )atherin) Inter.ie#s !- Interpersona% and tea ski%%s F $aci%itaon =epresentaons o' uncertaint5 Data ana%5sis Siu%aons Sensi.it5 ana%5sis Decision tree ana%5sis InNuence dia)ras
Pro(ect docuents updates ,ssupon %o) Issue %o) =isk re)ister =isk report
E0pert (ud)ent
han)e reuests
*! Pro(ect docuents updates =isk =eport
ITTO Trick Sheet: Based on PMBOK GUIDE 6th Edion =esponses
and acons to enhance opportunies and reduce threats to the pro(ects o4(ec.es
Ip%eent =isk =esponses
Implementin g agreedupon risk response plans.
ontro% =isk
Monitor residua% risks3 iden'5in) ne# risks3 e0ecun) risk response p%ans and
=esource ana)eent p%an =isk ana)eent p%an ost 4ase%ine Pro(ect docuents 1essons %earned re)ister Pro(ect schedu%e Pro(ect tea assi)nents =esource ca%endars =isk re)ister =isk report Stakeho%der re)ister Enterprise en.ironenta% 'actors Or)ani&aona% process assets
Data )atherin) Inter.ie#s Interpersona% and tea ski%%s $aci%itaon Strate)ies 'or threats Strate)ies 'or opportunies onn)ent response strate)ies Strate)ies 'or o.era%% pro(ect risk Data ana%5sis ,%terna.es ana%5sis ost4ene2t ana%5sis Decision akin) Mu%criteria decision ana%5sis
P%annin)
Pro(ect ana)eent p%an =isk ana)eent p%an Pro(ect docuents 1essons %earned re)ister =isk re)ister =isk report Or)ani&aona% process assets
E0pert (ud)ent Interpersona% and tea ski%%s InNuencin) Pro(ect ana)eent in'oraon s5ste
Monitorin) and ontro%
Pro(ect ana)eent p%an =isk ana)eent p%an Pro(ect docuents Issue %o) 1essons %earned re)ister =isk re)ister
Data ana%5sis Technica% per'orance ana%5sis =eser.e ana%5sis ,udits Meen)s
Pro(ect ana)eent p%an updates Schedu%e ana)eent p%an ost ana)eent p%an ?ua%it5 ana)eent p%an =esource ana)eent p%an Procureent ana)eent p%an Scope 4ase%ine Schedu%e 4ase%ine ost 4ase%ine Pro(ect docuents updates ,ssupon %o) ost 'orecasts 1essons %earned re)ister Pro(ect schedu%e Pro(ect tea assi)nents =isk re)ister =isk report han)e reuests Pro(ect docuents updates Issue %o) 1essons %earned re)ister Pro(ect tea assi)nents =isk re)ister =isk report 9ork per'orance in'oraon han)e reuests Pro(ect ana)eent p%an updates ,n5 coponent Pro(ect docuents updates
ITTO Trick Sheet: Based on PMBOK GUIDE 6th Edion e.a%uan) their eLec.eness!
=isk report 9ork per'orance data 9ork per'orance reports
,ssupon %o) Issue %o) 1essons %earned re)ister =isk re)ister =isk report Or)ani&aona% process assets updates
PRO+ECT PROC'REMET M,>,GEME>T PROCESS
ESCRIPTIO
RO'P
IP'T
TOO.S & TECHI/'ES
O'TP'T
P%an Procureent Mana)eent
Deterine #hat3 ho# and #hen to procure! Prepare procureent docuents to support .endor se%econ and de.e%op the procureent
P%annin)
Pro(ect charter Business docuents Business case Bene2ts ana)eent p%an Pro(ect ana)eent p%an Scope ana)eent p%an ?ua%it5 ana)eent p%an =esource ana)eent p%an Scope 4ase%ine Pro(ect docuents Mi%estone %ist
E0pert (ud)ent Data )atherin) Market research Data ana%5sis Makeor4u5 ana%5sis Source se%econ ana%5sis Meen)s
Procureent ana)eent p%an Procureent strate)5 Bid docuents Procureent stateent o' #ork Source se%econ criteria Makeor4u5 decisions Independent cost esates han)e reuests !Pro(ect docuents updates 1essons %earned
ITTO Trick Sheet: Based on PMBOK GUIDE 6th Edion SO9!
onduct Procureent
Se%ect 'ro potena% se%%ers
Pro(ect tea assi)nents =euireents docuentaon =euireents tracea4i%it5 atri0 =esource reuireents =isk re)ister Stakeho%der re)ister Enterprise en.ironenta% 'actors Or)ani&aona% process assets Pro(ect ana)eent p%an Scope ana)eent p%an =euireents ana)eent p%an ounicaons ana)eent p%an =isk ana)eent p%an Procureent ana)eent p%an on2)uraon ana)eent p%an ost 4ase%ine Pro(ect docuents 1essons %earned re)ister Pro(ect schedu%e =euireents docuentaon =isk re)ister Stakeho%der re)ister Procureent docuentaon Se%%er proposa%s Enterprise en.ironenta% 'actors Or)ani&aona% process assets
E0ecun)
re)ister Mi%estone %ist =euireents docuentaon =euireents tracea4i%it5 atri0 =isk re)ister Stakeho%der re)ister Or)ani&aona% process assets updates Se%ected se%%ers ,)reeents han)e reuests Pro(ect ana)eent p%an updates =euireents ana)eent p%an ?ua%it5 ana)eent p%an ounicaons ana)eent p%an =isk ana)eent p%an Procureent ana)eent p%an Scope 4ase%ine Schedu%e 4ase%ine ost 4ase%ine Pro(ect docuents updates 1essons %earned re)ister =euireents docuentaon =euireents tracea4i%it5 atri0 =esource ca%endars =isk re)ister Stakeho%der re)ister Or)ani&aona% process assets update
E0pert (ud)ent ,d.ersin) Bidder con'erences Data ana%5sis Proposa% e.a%uaon Interpersona% and tea ski%%s >e)oaon
ITTO Trick Sheet: Based on PMBOK GUIDE 6th Edion ontro% Procureent
Mana)e se%%er re%aonship3 re.ie# se%%er per'orance and ana)e contract re%ated chan)es
Monitorin) and ontro%%in)
Pro(ect ana)eent p%an =euireents ana)eent p%an =isk ana)eent p%an Procureent ana)eent p%an han)e ana)eent p%an Schedu%e 4ase%ine Pro(ect docuents ,ssupon %o) 1essons %earned re)ister Mi%estone %ist ?ua%it5 reports =euireents docuentaon =euireents tracea4i%it5 atri0 =isk re)ister Stakeho%der re)ister ,)reeents Procureent docuentaon ,ppro.ed chan)e reuests 9ork per'orance data Enterprise en.ironenta% 'actors Or)ani&aona% process assets
E0pert (ud)ent %ais adinistraon Data ana%5sis Per'orance re.ie#s Earned .a%ue ana%5sis Trend ana%5sis Inspecon ,udits
%osed procureents 9ork per'orance in'oraon Procureent docuentaon updates han)e reuests Pro(ect ana)eent p%an updates =isk ana)eent p%an Procureent ana)eent p%an Schedu%e 4ase%ine ost 4ase%ine Pro(ect docuents updates 1essons %earned re)ister =esource reuireents =euireents tracea4i%it5 atri0 =isk re)ister Stakeho%der re)ister !Or)ani&aona% process assets updates
PRO+ECT ST-KEHO.ER M,>,GEME>T PROCESS
ESCRIPTIO
RO'P
IP'T
TOO.S & TECHI/'ES
O'TP'T
ITTO Trick Sheet: Based on PMBOK GUIDE 6th Edion Iden'5 Stakeho%ders
Docuenn) stakeho%ders3 interest3 po#er and e0pectaons
Inian)
P%an Stakeho%der Mana)eent
Strate)ies to eLec.e%5 en)a)e stakeho%ders throu)hout the pro(ect %i'e c5c%e3 4ased on the ana%5sis o' their needs3 interests3 and potena% ipact on pro(ect success
P%annin)
Mana)e Stakeho%der En)a)eent
Issue management with stakeholders
E0ecun)
Pro(ect charter Business docuents Business case Bene2ts ana)eent p%an Pro(ect ana)eent p%an ounicaons ana)eent p%an Stakeho%der en)a)eent p%an Pro(ect docuents han)e %o) Issue %o) =euireents docuentaon ,)reeents Enterprise en.ironenta% 'actors Or)ani&aona% process assets Pro(ect charter Pro(ect ana)eent p%an =esource ana)eent p%an ounicaons ana)eent p%an =isk ana)eent p%an Pro(ect docuents ,ssupon %o) han)e %o) Issue %o) Pro(ect schedu%e =isk re)ister Stakeho%der re)ister ,)reeents Enterprise en.ironenta% 'actors Or)ani&aona% process assets Pro(ect ana)eent p%an ounicaons ana)eent p%an =isk ana)eent p%an
E0pert (ud)ent Data )atherin) ?uesonnaires and sur.e5s Brainstorin) Data ana%5sis Stakeho%der ana%5sis Docuent ana%5sis Data representaon Stakeho%der appin) representaon Meen)s
Stakeho%der re)ister han)e reuests Pro(ect ana)eent p%an updates =euireents ana)eent p%an ounicaons ana)eent p%an =isk ana)eent p%an Stakeho%der en)a)eent p%an Pro(ect docuents updates ,ssupon %o) Issue %o) =isk re)ister
E0pert (ud)ent Data )atherin) Bencharkin) Data ana%5sis ,ssupon and constraint ana%5sis =oot cause ana%5sis Decision akin) Priori&aonrankin) Data representaon Mind appin) Stakeho%der en)a)eent assessent atri0 Meen)s
!Stakeho%der en)a)eent p%an
E0pert (ud)ent ounicaon ski%%s $eed4ack Interpersona% and tea ski%%s
han)e reuests Pro(ect ana)eent p%an updates ounicaons
ITTO Trick Sheet: Based on PMBOK GUIDE 6th Edion Stakeho%der en)a)eent p%an han)e ana)eent p%an Pro(ect docuents han)e %o) Issue %o) 1essons %earned re)ister Stakeho%der re)ister Enterprise en.ironenta% 'actors Or)ani&aona% process assets Pro(ect ana)eent p%an =esource ana)eent p%an ounicaons ana)eent p%an Stakeho%der en)a)eent p%an Pro(ect docuents Issue %o) 1essons %earned re)ister Pro(ect counicaons =isk re)ister Stakeho%der re)ister 9ork per'orance data Enterprise en.ironenta% 'actors Or)ani&aona% process assets
ontro% Stakeho%der En)a)eent
Monitorin) o.era%% pro(ect stakeho%der re%aonships and ad(usn) strate)ies and p%ans 'or en)a)in) stakeho%ders
Monitorin) and ontro%%in)
onNict ana)eent u%tura% a#areness >e)oaon O4ser.aoncon.ersaon Po%ica% a#areness Ground ru%es Meen)s
ana)eent p%an Stakeho%der en)a)eent p%an Pro(ect docuents updates han)e %o) Issue %o) 1essons %earned re)ister Stakeho%der re)ister
Data ana%5sis ,%terna.es ana%5sis =oot cause ana%5sis Stakeho%der ana%5sis Decision akin) Mu%criteria decision ana%5sis on) Data representaon Stakeho%der en)a)eent assessent atri0 ounicaon ski%%s $eed4ack Presentaons Interpersona% and tea ski%%s ,c.e %istenin) u%tura% a#areness 1eadership >et#orkin) Po%ica% a#areness Meen)s
9ork per'orance in'oraon han)e reuests Pro(ect ana)eent p%an updates =esource ana)eent p%an ounicaons ana)eent p%an Stakeho%der en)a)eent p%an Pro(ect docuents updates Issue %o) 1essons %earned re)ister =isk re)ister Stakeho%der re)ister
ITTO Trick Sheet: Based on PMBOK GUIDE 6th Edion
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