The organization’s processes and procedures for conducting project work for Initiating and Planning

The organization’s processes and procedures for conducting project work for Initiating and Planning include, but are not limited, to:

Guidelines and criteria for tailoring the organization’s set of standard processes and procedures to satisfy the specific needs of the project;

Specific organizational standards such as policies (e.g., human resources policies, health and safety policies, security and confidentiality policies, quality policies, procurement policies, and environmental policies);

Product and project life cycles, and methods and procedures (e.g., project management methods, estimation metrics, process audits, improvement targets, checklists, and standardized process definitions for use in the organization);

Templates (e.g., project management plans, project documents, project registers, report formats, contract templates, risk categories, risk statement templates, probability and impact definitions, probability and impact matrices, and stakeholder register templates); and

Preapproved supplier lists and various types of contractual agreements (e.g., fixed-price, costreimbursable, and time and material contracts).

Traceability matrices are important considerations during the project execution

PMBOK® GUIDE SIXTH EDITION

The organization’s processes and procedures for conducting project work for Executing, Monitoring and Controlling

The organization’s processes and procedures for conducting project work for Executing and Monitoring and Controlling include, but are not limited, to:

Change control procedures, including the steps by which performing organization standards, policies, plans, and procedures or any project documents will be modified, and how any changes will be approved and validated;
Traceability matrices;
Financial controls procedures (e.g., time reporting, required expenditure and disbursement reviews, accounting codes, and standard contract provisions);
Issue and defect management procedures (e.g., defining issue and defect controls, identifying and resolving issues and defects, and tracking action items);
Resource availability control and assignment management;
Organizational communication requirements (e.g., specific communication technology available, authorized communication media, record retention policies, videoconferencing, collaborative tools, and security requirements);
Procedures for prioritizing, approving, and issuing work authorizations;
Templates (e.g., risk register, issue log, and change log)
Standardized guidelines, work instructions, proposal evaluation criteria, and performance measurement criteria;
Product, service, or result verification and validation procedures.
Project closing guidelines are included in OPAs for the Closing Process Group.

Tag: organization’s processes