Building a Project Management Foundation Using the PMBOK® Guide

The PMBOK® Guide is a body of knowledge, not a methodology, and so may describes what to do (the processes), but not how to do it (a methodology.) This course reviews the PMI PMBOK® Guide from a practical perspective, providing examples of tools and methods for each of the processes described in that document. In this workshop, participants will work in teams to develop each element of a project plan and practice the techniques to which the PMBOK® Guide refers. This generic methodology may be adapted to an organization’s existing practices or become the basis of a new methodology that a project can use immediately. Each element works with the others, but may also be implemented independently.

The class uses real projects from the participants’ own business where possible, or may be conducted using a case study if no current projects exist. The ability for participants to work on their own real projects makes the lessons more transferable to their work situation, and may even produce some work artifacts that can be used immediately! This format also enables the participants to raise their own current issues and work through potential solutions during the workshop.

Course Length Format Recommended for Includes:
4 days Workshop • Project managers
• Project team members
• Project sponsors
• Workbook with additional information and exercises
• Example project plan, charter and meeting templates
• PMBOK® Guide (optional)

Course Objectives

• Introduce PMI® and the Guide to the Project Management Body of Knowledge (PMBOK® Guide)
• Understand PMI’s project terminology
• Practice some of the tools suggested in the PMBOK® Guide
• Develop skills in performing project management

Course Outline

1. Overview of project management
Identifying project problems*
2. Initiation
Developing the project charter*
Identifying the project stakeholders, performing
stakeholder analysis
Collecting project requirements*
Developing the project scope statement*
Developing the WBS*
Planning project procurements
Developing the project schedule*
Using the critical path method
Developing the project budget
Developing the HR plan
Using resource assignment matrices
Developing roles and responsibilities*
Developing the communications plan*
An overview of quality concepts
Developing quality acceptance criteria
Prioritizing quality attributes*
Developing the quality management plan
Developing the risk management plan*
Putting the plan together
3. Executing the project
Influencing exercise*
Team building*
Developing team ground rules*
Assessing team performance
Dealing with conflict
Using issues logs
Effective communication
Holding effective meetings
Managing stakeholder expectations
Selecting vendors and developing the contract
Principles of quality assurance
4. Monitoring and Controlling the Project
Reporting performance
Controlling scope, costs and schedules
Using earned value
Administering procurements
Quality control tools*
Change control*
5. Closing the Project
Lessons learned*
*Exercise – most are actually developing the work
artifact for the sample project with the class team.


PMBOK is a registered mark of the Project Management Institute, Inc.