Project Documents/Plans - their lifecycle according to PMBoK

 While preparing for the exam, another useful thing I have created is an Excel worksheet that shows for various outputs (its better to call them as Management Products as in PRICE2 and/or Project Documents) when they are created i.e. the process that creates them and updates them.

I have reproduced the list below for your information. The most important areas here to look for are:

  • When Project Management Plan is getting updated
  • When Project Documents are getting updated
  • When important Management Products like WBS, Change Requests, Milestone list etc are created
  • When Organizational Process assets and Enterprise Environmental Factors gets updates - most importantly during the Closing process
S.No Document Action Process Knowledge Area Process Group
1 Project Charter Create Develop Project Charter Integration Initiating
2 Project Management Plan Create Develop Project Management Plan Integration Planning
Update Direct and Manage Project Work Integration Executing
Update Monitor and Control Project Work Integration Monitoring and Controlling
Update Perform Integrated Change Control Integration Monitoring and Controlling
Update Control Scope Scope Monitoring and Controlling
Update Develop Schedule Schedule Planning
Update Control Schedule Schedule Monitoring and Controlling
Update Control Costs Cost Monitoring and Controlling
Update Perform Quality Assurance Quality Executing
Update Control Quality Quality Monitoring and Controlling
Update Acquire Project Team HR Executing
Update Manage Project Team HR Executing
Update Manage Communications Communications Executing
Update Control Communications Communications Monitoring and Controlling
Update Plan Risk Responses Risk Planning
Update Control Risks Risk Monitoring and Controlling
Update Conduct Procurements Procurement Executing
Update Control Procurements Procurement Monitoring and Controlling
Update Manage Stakeholder Engagement Stakeholder Executing
Update Control Stakeholder Engagement Stakeholder Monitoring and Controlling
3 Deliverables Create Direct and Manage Project Work Integration Executing
Verified Control Quality Quality Monitoring and Controlling
4 Change Requests Create Direct and Manage Project Work Integration Executing
Create Monitor and Control Project Work Integration Monitoring and Controlling
Approve Perform Integrated Change Control Integration Monitoring and Controlling
Create Validate Scope Scope Monitoring and Controlling
Create Control Scope Scope Monitoring and Controlling
Create Control Schedule Schedule Monitoring and Controlling
Create Control Costs Cost Monitoring and Controlling
Create Perform Quality Assurance Quality Executing
Validate Control Quality Quality Monitoring and Controlling
Create Control Quality Quality Monitoring and Controlling
Create Manage Project Team HR Executing
Create Control Communications Communications Monitoring and Controlling
Create Control Risks Risk Monitoring and Controlling
Create Plan Procurement Management Procurement Planning
Create Conduct Procurements Procurement Executing
Create Control Procurements Procurement Monitoring and Controlling
Create Manage Stakeholder Engagement Stakeholder Executing
Create Control Stakeholder Engagement Stakeholder Monitoring and Controlling
5 Work Performance Data Create Direct and Manage Project Work Integration Executing
6 Project Documents Create      
Update Direct and Manage Project Work Integration Executing
Update Monitor and Control Project Work Integration Monitoring and Controlling
Update Perform Integrated Change Control Integration Monitoring and Controlling
Update Define Scope Scope Planning
Update Create WBS Scope Planning
Update Validate Scope Scope Monitoring and Controlling
Update Control Scope Scope Monitoring and Controlling
Update Sequence Activities Schedule Planning
Update Estimate Activity Resources Schedule Planning
Update Estimate Activity Durations Schedule Planning
Update Develop Schedule Schedule Planning
Update Control Schedule Schedule Monitoring and Controlling
Update Estimate Costs Cost Planning
Update Determine Budget Cost Planning
Update Control Costs Cost Monitoring and Controlling
Update Plan Quality Management Quality Planning
Update Perform Quality Assurance Quality Executing
Update Control Quality Quality Monitoring and Controlling
Update Manage Project Team HR Executing
Update Plan Communications Management Communications Planning
Update Manage Communications Communications Executing
Update Control Communications Communications Monitoring and Controlling
Update Perform Qualitative Risk Analysis Risk Planning
Update Perform Quantitative Risk Analysis Risk Planning
Update Plan Risk Responses Risk Planning
Update Control Risks Risk Monitoring and Controlling
Update Plan Procurement Management Procurement Planning
Update Conduct Procurements Procurement Executing
Update Control Procurements Procurement Monitoring and Controlling
Update Plan Stakeholder management Stakeholder Planning
Update Manage Stakeholder Engagement Stakeholder Executing
Update Control Stakeholder Engagement Stakeholder Monitoring and Controlling
7 Work Performance Reports Create Monitor and Control Project Work Integration Monitoring and Controlling
8 Change Log Create Perform Integrated Change Control Integration Monitoring and Controlling
9 Final Product, Service Create Close Project Integration Closing
10 Organizational Process Assets Update Close Project Integration Closing
Update Control Scope Scope Monitoring and Controlling
Update Control Schedule Schedule Monitoring and Controlling
Update Control Costs Cost Monitoring and Controlling
Update Perform Quality Assurance Quality Executing
Update Control Quality Quality Monitoring and Controlling
Update Manage Project Team HR Executing
Update Manage Communications Communications Executing
Update Control Communications Communications Monitoring and Controlling
Update Control Risks Risk Monitoring and Controlling
Update Control Procurements Procurement Monitoring and Controlling
Update Close Procurements Procurement Closing
Update Manage Stakeholder Engagement Stakeholder Executing
Update Control Stakeholder Engagement Stakeholder Monitoring and Controlling
11 Scope Management Plan Create Plan Scope Management Scope Planning
12 Requirements Management Plan Create Plan Scope Management Scope Planning
13 Requirements Documentation Create Collect Requirements Scope Planning
14 Requirements Traceability Matrix Create Collect Requirements Scope Planning
15 Project Scope Statement Create Define Scope Scope Planning
16 WBS Create Create WBS Scope Planning
17 WBS Dictionary Create Create WBS Scope Planning
18 Accepted Deliverables (Signoff) Create Validate Scope Scope Monitoring and Controlling
19 Work Performance Information Create Validate Scope Scope Monitoring and Controlling
Create Control Scope Scope Monitoring and Controlling
Create Control Schedule Schedule Monitoring and Controlling
Create Control Costs Cost Monitoring and Controlling
Create Control Quality Quality Monitoring and Controlling
Create Control Communications Communications Monitoring and Controlling
Create Control Risks Risk Monitoring and Controlling
Create Control Procurements Procurement Monitoring and Controlling
Create Control Stakeholder Engagement Stakeholder Monitoring and Controlling
20 Schedule Management Plan Create Plan Schedule Management Schedule Planning
21 Activity List Create Define Activities Schedule Planning
22 Activity Attributes Create Define Activities Schedule Planning
23 Milestone List Create Define Activities Schedule Planning
24 Project Schedule network Diagrams Create Sequence Activities Schedule Planning
25 Activity Resource requirements Create Estimate Activity Resources Schedule Planning
26 Resource breakdown structure Create Estimate Activity Resources Schedule Planning
27 Activity Duration Estimates Create Estimate Activity Durations Schedule Planning
28 Schedule Baseline Create Develop Schedule Schedule Planning
29 Project Schedule Create Develop Schedule Schedule Planning
30 Schedule Data Create Develop Schedule Schedule Planning
31 Project Calendars Create Develop Schedule Schedule Planning
32 Schedule Forecasts Create Control Schedule Schedule Monitoring and Controlling
33 Cost Management Plan Create Plan Cost Management Cost Planning
34 Activity Cost Estimates Create Estimate Costs Cost Planning
35 Basis of Estimates Create Estimate Costs Cost Planning
36 Cost Baseline Create Determine Budget Cost Planning
37 Project funding requirements Create Determine Budget Cost Planning
38 Cost forecasts Create Control Costs Cost Monitoring and Controlling
39 Quality Management Plan Create Plan Quality Management Quality Planning
40 Process Improvement Plan Create Plan Quality Management Quality Planning
41 Quality Metrics Create Plan Quality Management Quality Planning
42 Quality Checklists Create Plan Quality Management Quality Planning
43 Quality control measurements Create Control Quality Quality Monitoring and Controlling
44 Validated Changes Create Control Quality Quality Monitoring and Controlling
45 HR Management Plan Create Plan HR Management HR Planning
46 Project Staff assignments Create Acquire Project Team HR Executing
47 Resource Calendars Create Acquire Project Team HR Executing
Update Conduct Procurements Procurement Executing
48 Team Performance assessments Create Develop Project Team HR Executing
49 Enterprise environmental factors Update Develop Project Team HR Executing
Update Manage Project Team HR Executing
50 Communications Management Plan Create Plan Communications Management Communications Planning
51 Project communications Create Manage Communications Communications Executing
52 Risk Management Plan Create Plan Risk Management Risk Planning
53 Risk Register Create Identify Risk Risk Planning
54 Procurement Management Plan Create Plan Procurement Management Procurement Planning
55 Procurement SoW Create Plan Procurement Management Procurement Planning
56 Procurement Documents Create Plan Procurement Management Procurement Planning
57 Source selection criteria Create Plan Procurement Management Procurement Planning
58 Make or Buy Decisions Create Plan Procurement Management Procurement Planning
59 Selected Sellers Create Conduct Procurements Procurement Executing
60 Agreements Create Conduct Procurements Procurement Executing
61 Closed Procurements Create Close Procurements Procurement Closing
62 Stakeholder Register Create Identify Stakeholders Stakeholder Initiating
63 Stakeholder Management Plan Create Plan Stakeholder management Stakeholder Planning
64 Issue Log Create Manage Stakeholder Engagement Stakeholder Executing
admin's picture

 Good post sharing your work