Generic Methodology

Section two of this book contains a sample generic project management methodology guideline (PMMG) that is based on the PMBOK® Guide five process groups. Each section of the PMMG contains one or more core processes including tools and templates. An education and training section is also included to identify the requisite knowledge and skills to enable an individual to effectively apply the PMMG core processes. A graphical representation of the various elements of the PMMG is shown in Figure 4-1.

Table 4-1 summarizes the table of contents for the PMMG. Each of the PMMG chapters contained in Section II (Chapters 8-13) are organized around the following paragraph headings:

• Section Overview

• Core Process Description

• Process Tools and Templates

• Process Flow Diagram

• Process Step Descriptions table

• RRAA Matrix table

The first PMMG section addresses processes that control the creation and management of the portfolio of projects. Sections 2 through 5 reflect the PMBOK® Guide core process groups that identify, plan, coordinate, monitor, and end projects in an orderly fashion. The last section contains an appraisal of core competency goals and lays out an education and training program to achieve those goals across the organization.

Figure 4—1. PMMG Diagram

Figure 4—1. PMMG Diagram

Standards and Methods

Standards and Methods

Education and Training


PMMG Sections

Core Processes


Project Authorization

Annual project planning and capital budget

development process

Project request/authorization process


Project Initiation

Project initiation process


Project Planning

Project planning process


Project Execution

Project progress reporting cycle process

Project issues resolution process

Project change control process


Project Closing

Post project review process

Metrics reporting process


Education and Training

Education and training goals

Education and training requirements

Education and training curriculum synopsis

An effective general purpose project management methodology guideline (PMMG) contains the following necessary ingredients, starting with an introduction that includes:

• Vision—inspiration it is trying to impart

• Purpose—how it will enable the organization

• Implementation—what it will enable

• Key definitions—clarification of common terms

• Methodology overview—layout of the contents

• Core process integration—initiation, planning, execution, control, and closing

• Process group definitions—initiation, planning, execution, control, and closing

• Project levels—scaling requirements of projects

• Project classifications—creating categories for requirements

• Controlling processes—key processes that vary by project

• Core process/classification matrix—match processes by classification

The remaining sections include:

• Project authorization—project portfolio management processes

• Project initiation—project start-up processes

• Project planning—project planning and readiness processes

• Project execution—status reporting and controlling processes

• Project closing—project wrap-up processes

• Education and training—knowledge and skills requirements

• Appendix—project tools and templates

Project Management Made Easy

Project Management Made Easy

What you need to know about… Project Management Made Easy! Project management consists of more than just a large building project and can encompass small projects as well. No matter what the size of your project, you need to have some sort of project management. How you manage your project has everything to do with its outcome.

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