Session 9. Project Resource Management v6.9
Session 9. Project Resource Management v6.9
Session 9. Project Resource Management v6.9
9 © GreyCampus 1
Session overview
Resource management
Plan resource management
Estimate activity resources
Acquire resources
Development team
Manage team
Control resources
V6.9 © GreyCampus 2
Key concepts
• Resources are at risk if not well managed and controlled (timeliness, quality,
inventory)
V6.9 © GreyCampus 3
Trends & emerging practices
V6.9 © GreyCampus 4
Trends & emerging practices
V6.9 © GreyCampus 5
Tailoring considerations
• Diversity
• Location
• Industry-specific resources
• Acquisition of team members
• Team management
• Lifecycle approach
V6.9 © GreyCampus 6
Considerations for agile/adaptive environments
V6.9 © GreyCampus 7
Project management process group and knowledge area mapping
Project Management Institute, A Guide to the Project Management Body of Knowledge, (PMBOK® Guide) – Sixth edition, Project
© GreyCampus
V6.9
Management Institute, Inc., , Table 1-4, Page 25. Material from this publication has been reproduced with the permission of PMI
8
Project resource management
Project resource management includes the processes to identify, acquire and manage resources
required for successful project completion
These processes help ensure the availability of the right resources at the right time and place for the
project manager and team
V6.9 © GreyCampus 9
9.1 Plan resource management
V6.9 © GreyCampus 10
V6.9 © GreyCampus 11
Project resource management - inputs Inputs:
1. Project charter
2. Project management
plan
3. Project documents
1. Expert judgment
2. Data
representation
• Stakeholder register
1. Resource
management plan
2. Team charter
3. Project documents
updates
V6.9 © GreyCampus 12
Plan resource management - inputs Inputs:
4. Enterprise
environmental factors
5. Organizational
process assets
plan and
1. Resource management
• Historical information from similar plan
2. Team charter
projects 3. Project documents
updates
V6.9 © GreyCampus 13
Project resource management – tools and techniques
Data Organizational
Expert judgment Meetings
representation theory
• Negotiating for the best
resources within the • Hierarchical charts
organization Work breakdown Provides information
Resource planning related
• Talent management structures (WBS) regarding the way in which
meetings
• Personal development Organizational people, teams and
• Estimating lead times breakdown structure organizational units behave
required for acquisition (OBS) Ex:
• Identifying risks associated Resource breakdown Herzberg’s Theory of
with resource acquisition, structure (RBS) Motivation
retention and release plans • Responsibility Assignment McGregor’s Theory of X and Y
• Managing sellers and Matrix (RAM) Maslow’s Hierarchy of Needs
logistic efforts to ensure • Text-oriented formats
materials and supplies are
available when needed
V6.9 © GreyCampus 14
Data representation
Hierarchical charts
V6.9 © GreyCampus 15
Data representation
• It is used to illustrate the connections between work packages or activities and project team members
• Ensures that there is only one person accountable for any one task to avoid confusion of responsibility
Text-oriented formats
V6.9 © GreyCampus 17
Organizational theories
Contingency theory – is based on the relationship between leadership style and the situation.
V6.9 © GreyCampus 18
Organizational theories
V6.9 © GreyCampus 19
Plan resource management - outputs Inputs:
Team charter
Outputs
1. Resource
Project • Assumption log management plan
documents 2. Team charter
updates
• Risk register 3. Project documents
updates
V6.9 © GreyCampus 20
Resource management plan
• Identification of resources
• Acquiring resources
• Roles and responsibilities
• Project organization charts
• Project team resource management
• Training
• Team development
• Resource control
• Recognition plan
V6.9 © GreyCampus 21
Resource management plan
• Authority - The right to apply project resources, make decisions, sign approvals, accept deliverables, and
influence others to carry out the work of the project. Team members operate best when their individual
levels of authority match their individual responsibilities.
• Responsibility - The assigned duties and work that a project team member is expected to perform in
order to complete the project’s activities.
• Competency - The skill and capacity the required to complete assigned activities within the project
constraints. If project team members do not possess the required competencies, performance can be
jeopardized. When such mismatches are identified, proactive responses such as training, hiring,
schedule changes, or scope changes are initiated.
V6.9 © GreyCampus 22
Team Charter
Team charter
The team charter is a document that establishes the team values, agreements, and Resources Vision and
Values
operating guidelines for the team and includes:
Team values Authority and
Team Results Team Processes
Accountability
Communication guidelines
Decision-making criteria and process
Communication
Conflict resolution process and Coordination
Goals
Meeting guidelines
Team agreements
It establishes clear expectations regarding acceptable behavior by project team members
Ground Rules
An Early commitment to clear guidelines decreases misunderstandings and increases • Listen to understand first
• Let people finish their thoughts
productivity • Be pithy, succinct. Share the airtime
• Encourage everyone to participate
Discussing areas such as codes of conduct, communication, decision making, and meeting • Stay on topic & on time
• Turn off or mute devices
etiquette allows team members to discover the values that are important to one another • Start & end on time
Team charter works best when the team develops or at least contributes to it
V6.9 © GreyCampus 23
9.2 Estimate activity resources
V6.9 © GreyCampus 24
V6.9 © GreyCampus 25
Estimate activity resources - inputs Inputs:
1. Project
management plan
2. Project documents
• Assumption log
• Cost estimates Outputs
• Resource calendars
1. Resource requirements
• Risk register 2. Basis of estimates
3. Resource breakdown
structure
4. Project documents
updates
V6.9 © GreyCampus 26
Estimate activity resources - inputs Inputs:
3. Enterprise
environmental
factors
4. Organizational
process assets
V6.9 © GreyCampus 27
Estimate activity resources – tools and techniques Inputs:
1. Project management
plan
2. Project documents
3. Enterprise
environmental factors
4. Organizational process
assets
Outputs
1. Resource requirements
2. Basis of estimates
3. Resource breakdown
Analogous estimating Parametric estimating 4.
structure
Project documents
updates
V6.9 © GreyCampus 28
Estimate activity resources – tools and techniques Inputs:
1. Project management
plan
2. Project documents
3. Enterprise
environmental factors
4. Organizational process
assets
5. Data analysis
6. Project
management
information
system
Project management 7. Meetings
Data analysis information system Meetings
• Alternative analysis (PMIS)
Outputs
1. Resource requirements
2. Basis of estimates
3. Resource breakdown
structure
4. Project documents
updates
V6.9 © GreyCampus 29
Estimate activity resources - outputs Inputs:
1. Project management
plan
2. Project documents
V6.9 © GreyCampus 30
Estimate activity resources - outputs Inputs:
1. Project management
plan
2. Project documents
3. Enterprise
environmental factors
4. Organizational process
assets
V6.9 © GreyCampus 31
9.3 Acquire resources
V6.9 © GreyCampus 32
V6.9 © GreyCampus 33
Acquire resources - inputs Inputs:
1. Project management
plan
2. Project documents
3. Enterprise
Environmental Factors
4. Organizational
Process Assets
Outputs
1. Physical resource assignments
2. Project team assignments
3. Resource calendars
4. Change requests
5. Project management plan
updates
6. Project documents updates
V6.9 © GreyCampus 34
Acquire resources - tools and techniques Inputs:
1. Project management
plan
2. Project documents
Decision making – multi-criteria decision analysis 3. Enterprise
environmental factors
4. Organizational process
• The following criterion may be used to rate or score potential assets
resources:
1. Availability 2. Cost 3. Ability 4. Experience 5. Knowledge
6. Skills 7. Attitude 8. International factors Tools & Techniques:
1. Decision making
Interpersonal and team skills - negotiation 2. Interpersonal
and team skills
• Negotiate with functional managers to ensure that the project
receives the best resources possible in the required time frame
Pre-assignment
• Negotiate with other project management teams within the
performing organization for sharing scarce or specialized Outputs
resources 1.
2.
Physical resource assignments
Project team assignments
V6.9 © GreyCampus 35
Acquire resources - tools and techniques Inputs:
• Save the expense of offices and all physical equipment 8. Organizational process assets
updates
1. Project management
plan
2. Project documents
3. Enterprise
Physical resource assignments – Documenting the physical environmental factors
1. Physical resource
when each specific resource is available assignments
• Also specify when and for how long identified 2. Project team
assignments
team and physical resources will be available 3. Resource
during the project calendars
V6.9 © GreyCampus 37
Acquire Resources - Outputs Inputs:
1. Project management
plan
2. Project documents
3. Enterprise
environmental factors
4. Organizational process
assets
1. Decision making
2. Interpersonal and
team skills
Change requests Project management Project documents 3.
4.
Pre-assignment
Virtual teams
plan updates updates
• Resource management plan • Lessons learned register
• Cost baseline • Project schedule
Outputs
• Resource breakdown structure 4. Change requests
• Resource requirements 5. Project
• Risk register management
plan updates
• Stakeholder register 6. Project
documents
updates
V6.9 © GreyCampus 38
Acquire Resources - Outputs Inputs:
1. Project management
plan
2. Project documents
3. Enterprise
environmental factors
4. Organizational process
assets
1. Decision making
2. Interpersonal and
Enterprise environmental Organizational process 3.
team skills
Pre-assignment
factors Updates assets Updates 4. Virtual teams
6. Enterprise
environmental
factors updates
7. Organizational
process assets
updates
V6.9 © GreyCampus 39
9.4 Develop Team
V6.9 © GreyCampus 40
V6.9 © GreyCampus 41
Team-building activities
• The objective of team building activities is to help
individual team members work together effectively (Adjourning)
• Team completes the work and moves on from the project
• These are particularly valuable when team • This typically occurs when staff is released from the
project as deliverables are completed or as part of the
close project or phase process
members operate from remote locations
• Forming, Storming, Norming, Performing, (Performing)
• Teams function as a well-organized unit
and Adjourning • They are interdependent and work through issues
smoothly and effectively
(Norming)
• Team members begin to work together and adjust
their work habits and behaviors to support the team
• The team members learn to trust each other
(Storming)
• Team begins to address the project work, technical
decisions
• If team members are not collaborative and open, the
environment can become counterproductive
(Forming)
• The team meets and learns about the project and
their roles and responsibilities
• Team members tend to be independent and not as Stages of “Tuckman’s Ladder” in Team Building
open
V6.9 © GreyCampus 42
Develop Team - inputs Inputs:
1. Project
management plan
2. Project documents
3. Enterprise
environmental
factors
4. Organizational
Project Management Enterprise process assets
Plan environmental factors
Tools & Techniques:
1. Colocation
2. Virtual teams
3. Communication technology
4. Interpersonal and team
skills
5. Recognition and rewards
6. Training
7. Individual and team
assessments
8. Meetings
V6.9 © GreyCampus 43
Develop team - Tools and techniques Inputs:
1. Project
management plan
2. Project documents
3. Enterprise
environmental
factors
Colocation Virtual teams 4. Organizational
process assets
• Video/audio conferencing
assessments
key, mutual trust 2.
3.
Change requests
Project management plan
• Email/chat • Motivation 4.
updates
Project documents updates
5. Enterprise environmental
• Negotiation 6.
factors updates
Organizational process assets
updates
• Team building
V6.9 © GreyCampus 44
Develop team - Tools and techniques Inputs:
1. Project
management plan
2. Project documents
3. Enterprise
environmental
factors
4. Organizational
process assets
related
V6.9 © GreyCampus 45
Develop team - outputs Inputs:
1. Project
management plan
2. Project documents
Team performance assessments 3. Enterprise
environmental
• Improvements in skills that allow individuals to perform assignments more 4.
factors
Organizational
effectively process assets
performance 5.
6.
Recognition and rewards
Training
7. Individual and team
assessments
8. Meetings
Outputs
1. Team performance
assessments
2. Change requests
3. Project management
Change requests Project management plan updates plan updates
V6.9 © GreyCampus 46
Develop Team - outputs Inputs:
1. Project
management plan
2. Project documents
3. Enterprise
environmental
factors
4. Organizational
process assets
Outputs
4. Project documents
updates
5. Enterprise
environmental factors
updates
6. Organizational
process assets
updates
V6.9 © GreyCampus 47
9.5 Manage team
V6.9 © GreyCampus 48
V6.9 © GreyCampus 49
Manage Team - Inputs Inputs:
1. Project management
plan
2. Project documents
3. Work performance
reports
1. Interpersonal and
Project management plan Project documents team skills
2. Project
management
information
system
Issue Log
Outputs
Work performance reports
1. Change requests
• These reports help to determine future team 2. Project management
plan updates
resource requirements, recognitions and rewards 3. Project documents
updates
4. Enterprise
environmental factors
updates
V6.9 © GreyCampus 50
Manage Team - Inputs Inputs:
4. Team performance
assessments
5. Enterprise
environmental
Team performance assessments factors
6. Organizational
• Can be formal or informal process assets
• By continually assessing the team’s performance actions
can be taken to resolve issues, modify communication,
address conflict, and improve team interaction Tools & Techniques:
1. Interpersonal and
team skills
Outputs
Organizational process assets
1. Change requests
• Certificates of appreciation 2. Project management
plan updates
V6.9 © GreyCampus 51
Manage Team - Tools and techniques Inputs:
1. Project management plan
2. Project documents
3. Work performance
reports
4. Team performance
assessments
5. Enterprise environmental
factors
6. Organizational process
assets
V6.9 © GreyCampus 52
Conflict management
Causes How to
for • Scarce resources reduce • Team ground rules
conflict • Scheduling priorities amount of • Group norms
• Personal work styles conflict • Communication planning
• Role definition
Techniques • Withdraw/Avoid - retreating from an actual or potential conflict situation; postponing the issue to be
for better prepared or to be resolved by others.
resolving • Smooth/Accommodate - emphasizing areas of agreement rather than areas of difference; conceding
conflict one’s position to the needs of others to maintain harmony and relationships.
• Compromise/Reconcile - searching for solutions that bring some degree of satisfaction to all parties in
order to temporarily or partially resolve the conflict.
• Force/Direct - pushing one’s viewpoint at the expense of others; offering only win-lose solutions, usually
enforced through a power position to resolve an emergency.
• Collaborate/Problem solve - Incorporating multiple viewpoints and insights from differing perspectives;
requires a cooperative attitude and open dialogue that typically leads to consensus and commitment.
V6.9 © GreyCampus 53
Techniques for resolving conflict
V6.9 © GreyCampus 54
Manage team - outputs Inputs:
1. Project management plan
2. Project documents
3. Work performance
reports
4. Team performance
assessments
5. Enterprise environmental
factors
6. Organizational process
assets
1. Interpersonal and
team skills
2. Project
management
information
Change requests Project management system
plan updates
Outputs
1. Change requests
2. Project
management plan
updates
V6.9 © GreyCampus 55
Manage team - outputs Inputs:
1. Project management plan
2. Project documents
3. Work performance
reports
4. Team performance
assessments
5. Enterprise environmental
factors
6. Organizational process
assets
1. Interpersonal and
team skills
2. Project
management
information system
Project Documents Updates Enterprise environmental
factors updates
Outputs
3. Project documents
updates
4. Enterprise
environmental
factors updates
V6.9 © GreyCampus 56
Motivational theories
McGregor’s Theory of X and Y
• Biological and physiological need - air, food, drink, shelter, warmth, sex, sleep Esteem
• Safety needs – health, security - personal and financial, order, law, limits, stability Social
V6.9 © GreyCampus 57
Motivational theories
Herzberg’s Theory of Motivation
V6.9 © GreyCampus 58
9.6 Control resources
V6.9 © GreyCampus 59
V6.9 © GreyCampus 60
Control resources - inputs Inputs:
1. Project
management plan
2. Project
documents
1. Data analysis
2. Problem solving
3. Interpersonal and
team skills
4. Project management
information system
1. Work performance
information
2. Change requests
3. Project management
plan updates
4. Project documents
updates
V6.9 © GreyCampus 61
Control resources - inputs Inputs:
3. Work
performance data
4. Agreements
Work performance data 5. Organizational
process assets
• Contains data on project status such as the number
and type of resources that have been used
Tools & Techniques:
1. Work performance
V6.9 © GreyCampus 62
Control Resources - Tools and techniques Inputs:
1. Project management
plan
2. Project documents
3. Work performance
data
4. Agreements
5. Organizational process
assets
V6.9 © GreyCampus 63
Control Resources - Tools and techniques Inputs:
1. Project management
plan
2. Project documents
3. Work performance
data
4. Agreements
5. Organizational process
assets
3. Interpersonal and
team skills
4. Project
management
information
system
Interpersonal Project Management
and team skills Information System
(PMIS)
• Negotiation Outputs
V6.9 © GreyCampus 64
Control resources - outputs Inputs:
1. Project management
plan
2. Project documents
3. Work performance
data
4. Agreements
5. Organizational process
assets
1. Data analysis
2. Problem solving
3. Interpersonal and
team skills
4. Project management
information system
Outputs
1. Work
performance
information
2. Change requests
V6.9 © GreyCampus 65
Control resources - outputs Inputs:
1. Project management
plan
2. Project documents
3. Work performance
data
4. Agreements
5. Organizational process
assets
1. Data analysis
2. Problem solving
3. Interpersonal and
team skills
4. Project management
information system
Outputs
3. Project
management plan
updates
4. Project documents
updates
V6.9 © GreyCampus 66
Project resource management
V6.9 © GreyCampus 67
Project resource management
1. Which of the following are tools and techniques used in Acquire Resources?
V6.9 © GreyCampus 68
Project resource management
1. Which of the following are tools and techniques used in Acquire Resources?
V6.9 © GreyCampus 69
Project resource management
2. Which of the following is the most accurate description of multi-criteria decision analysis?
V6.9 © GreyCampus 70
Project resource management
V6.9 © GreyCampus 71
Project resource management
V6.9 © GreyCampus 72
Project resource management
Answer: Change requests are output from the process manage team. PMBOK Section 9.5.3.1,
page 350.
V6.9 © GreyCampus 73
Project resource management
V6.9 © GreyCampus 74
Project resource management
V6.9 © GreyCampus 75
Project resource management
V6.9 © GreyCampus 76
Project resource management
V6.9 © GreyCampus 77
Situational Q&A
These questions are a bit harder, but more
like the test !!
V6.9 © GreyCampus 78
1. During a competitive bidding meeting, it appears to you as the seller’s project manager that the buyer has some
preference to a seller who can ready people quickly as soon as the contract is signed. In fact, it is even likely that any
seller who could raise the buyer’s confidence with respect to people availability for specialized skills might win the bid.
What can you propose to the buyer to make your position stronger in such a case?
A. Inform the buyer that your resources will work from different locations wherever they are hired from and this
would allow project execution to begin sooner
B. Inform the buyer that all your resources will be hired from a single location so that they can work from an office in
the same location without having to make arrangements for remote connections
C. Inform the buyer that you will pre-assign people
D. None of the above
V6.9 © GreyCampus 79
1. During a competitive bidding meeting, it appears to you as the seller’s project manager that the buyer has some
preference to a seller who can ready people quickly as soon as the contract is signed. In fact, it is even likely that any
seller who could raise the buyer’s confidence with respect to people availability for specialized skills might win the bid.
What can you propose to the buyer to make your position stronger in such a case?
A. Inform the buyer that your resources will work from different locations wherever they are hired from and this
would allow project execution to begin sooner
B. Inform the buyer that all your resources will be hired from a single location so that they can work from an office
in the same location without having to make arrangements for remote connections
C. Inform the buyer that you will pre-assign people
D. None of the above
Explanation: Pre-assignment is a technique in the Acquire Resources process to confirm people resources in advance, particularly when
specialized skills are required or during competitive proposals.
V6.9 © GreyCampus 80
2. You are estimating resources for your project. Which of the below will be most important for you to refer for this
purpose?
A. Stakeholder register, to understand what are stakeholder preferences for estimation techniques
B. Cost estimates for the project activities
C. Schedule estimates for the project activities
D. Communications requirements, to understand how these will impact material resource estimates
V6.9 © GreyCampus 81
2. You are estimating resources for your project. Which of the below will be most important for you to refer for this
purpose?
A. Stakeholder register, to understand what are stakeholder preferences for estimation techniques
B. Cost estimates for the project activities
C. Schedule estimates for the project activities
D. Communications requirements, to understand how these will impact material resource estimates
Explanation: Activity cost estimates, if available, will influence the number of resources to be used. Other options are not the most
important though communications requirements will impact resource estimates for communications. Schedule estimates will depend on
resource estimates.
V6.9 © GreyCampus 82
3. Which of the below statements is correct about people resources in a project?
A. In virtual teams, only few team members do not see each other face to face
B. Virtual teams and colocation mean the same
C. In colocation, team members work together in one location promoting direct interaction
D. In virtual teams, people working in different shifts or with disabilities or working from home are not considered
V6.9 © GreyCampus 83
3. Which of the below statements is correct about people resources in a project?
A. In virtual teams, only few team members do not see each other face to face
B. Virtual teams and colocation mean the same
C. In colocation, team members work together in one location promoting direct interaction
D. In virtual teams, people working in different shifts or with disabilities or working from home are not considered
V6.9 © GreyCampus 84
4. You are assigned to a project which is at execution stage, since the previous project manager has left the organization.
You are trying to trace out who is responsible for executing the tasks. Which plan / document provide this information ?
V6.9 © GreyCampus 85
4. You are assigned to a project which is at execution stage, since the previous project manager has left the organization.
You are trying to trace out who is responsible for executing the tasks. Which plan / document provide this information ?
Explanation: Role responsibility authority forms (RACI charts) help in identifying team members responsibilities. See PMBOK section
9.1.2.2
V6.9 © GreyCampus 86
5. A discussion between two of your team members ends in a conflict. All of the below are ineffective ways of resolving
this conflict except:
A. One of them conceding to the others demands so that there are no arguments further
B. One of them not willing to discuss it further so that the other person wins
C. You can a manager can decide who is right
D. Allow them to lay out all issues on the table and solve the problem
V6.9 © GreyCampus 87
5. A discussion between two of your team members ends in a conflict. All of the below are ineffective ways of resolving
this conflict except:
A. One of them conceding to the other’s demands so that there are no further arguments
B. One of them not willing to discuss it further so that the other person wins
C. You as a manager can decide who is right
D. Allow them to lay out all issues on the table and solve the problem
Explanation: This is a collaboration approach which is usually the best approach to resolve a conflict. All other options are
accommodating, avoiding or forcing.
V6.9 © GreyCampus 88
6. Which of the following is the correct list and sequence of Maslow's Hierarchy of Needs?
V6.9 © GreyCampus 89
6. Which of the following is the correct list and sequence of Maslow's Hierarchy of Needs?
Explanation: Choice A contains the correct list of Maslow's hierarchy of needs, in the correct sequence, from most basic to the very
highest level, Self-actualization. While not covered in the PMBOK, you may very well see this on the exam. For additional reading,
Wikipedia has a good article on this.
V6.9 © GreyCampus 90
7. What are five general techniques for resolving conflict?
V6.9 © GreyCampus 91
7. What are five general techniques for resolving conflict?
Explanation: PMBOK Section 9.5.2.1 lists the following five general techniques:
Withdraw / avoid
Smooth / accommodate
Compromise / reconcile
Force / direct
Collaborate/problem solve
V6.9 © GreyCampus 92
V6.9 © GreyCampus 93