RICARDO VARGAS EXPLAINS THE

PMBOK® GUIDE 7 EDITION TH

PRINCIPLES PRINCIPLES

STEWARDSHIP TAILORING
Be a diligent, respectful, and caring steward Tailor based on context
DESCRIPTION KEYWORDS DESCRIPTION KEYWORDS
You need to care about the project and feel responsible and - Care Your approach cannot be “one size fits all.” It must be adapted to - Predictive (waterfall)
- Honesty - Iterative (agile)
committed to delivering value through the project. You should - Trustworthiness
fit the corresponding work, organization, and cultural aspects, - Hybrid
oversee the project with the same level of care you use in your - Compliance aiming to increase benefits and maximize value. - Swiss Army knife
personal life.

COMMENTS COMMENTS
» The PMI’s Code of Ethics is related to this principle, but it is not the same thing. » There is no “best” methodology.
» It demonstrates your duty of care and your behavior towards the project’s interest. » There is only a “right” methodology for a specific case.
» It is about being transparent, avoiding conflicts of interest, and following the law. » The delivery method can be a mix of different approaches and methods.

TEAM QUALITY
Create a collaborative project team environment Build quality into processes and deliverables
PMBOK® Guide
DESCRIPTION KEYWORDS (Past Editions) PRINCE2® DESCRIPTION KEYWORDS
It is impossible to deliver sustainable outcomes without a - Collaboration Quality is the way the deliverables connect to the objectives and - Satisfy needs
team that collaborates and works together towards the same - Teamwork
- Culture Extreme the value chain. Your probability of providing business benefits is - No defects
- Fit for purpose
objective. Team members must use their specific skills with the dramatically reduced if you cannot produce project deliverables
aim to fulfill the needs of the team and the goals of the project.
- Roles &
Responsibilities Front-End Programming that meet the requirements.
- Conformity

Loading (FEL) (XP)

COMMENTS COMMENTS
» Team collaboration does not necessarily mean friendship. » Quality is all about fulfilling the requirements.
» Organizational culture affects the way teams work together. Kanban Disciplined » Quality can be measured.
» It is more efficient and effective to work as a team than alone. » Focus on detection and prevention of errors and mistakes.
Agile®
Scaled Agile
Critical Framework® ITIL®
STAKEHOLDERS Chain (SAFe®) COMPLEXITY
Effectively engage with stakeholders PMI Citizen Navigate complexity
DESCRIPTION KEYWORDS Adaptive Project Agile Developer® DESCRIPTION KEYWORDS
Stakeholders can directly and indirectly influence the project. If - Engagement You must look for ways of accepting the complexity of the - VUCA
you do not engage with them, you may create threats and miss - Individuals Framework (APF) Scrum environment you are in. Volatility, Uncertainty, Complexity, and - Ambiguity

opportunities to optimize the outcomes you should focus on to

- Groups
- Organizations DevOps Ambiguity (VUCA) are parts of any project. Shift your focus from
- Uncertainty
- Volatility
deliver value. avoiding complexity to assessing and reacting when needed.
Hybrid
COMMENTS
Others COMMENTS
» They can support or oppose the project work, and their opinion can change over time. » Complexity arises from different factors, and most of them are outside of our control.
» Stakeholders can be internal or external to the organization. » It can be increased or decreased at any point of the project.
» They can come and go during the project life cycle. » Indicators and triggers are critical tools to navigate complexity.

VALUE STA RISK

TA INTY KE HOL
Focus on value
E R DER Optimize risk responses
DESCRIPTION KEYWORDS U NC DESCRIPTION KEYWORDS
Successful projects are all about delivering value. It goes above - Outcomes Risks are part of every single project. You need to proactively - Threats
- Success - Opportunities
and beyond a simple delivery. Benefits are realized when the - Business results
assess the project exposure and respond effectively to potential - Risk tolerance
target stakeholders perceive the positive value of the outcomes - Benefits threats and opportunities that may affect the project’s ability to - Risk appetite
enabled by the deliverables. deliver value.

Change Stewardship
NT

COMMENTS COMMENTS
» There is no point in focusing on schedule and on budget if you do not deliver value. » Each organization has a different tolerance to risks, and this affects their actions.
EME

» Value can be realized during or after the end of a project. » Probability and impact change over time.
» The project should NOT continue if it does not deliver the proposed outcome or value. TEA » Risks can be inside or outside your control.
Team
SUR

Adaptability
M
and Resilience
MEA

SYSTEMS THINKING ADAPTABILITY AND RESILIENCY

Recognize, evaluate, and respond to system interactions PMBOK® GUIDE Stakeholders Embrace adaptability and resiliency
SEVENTH EDITION
Risk
DESCRIPTION
Your project is not a bubble. It is a “gear” of a more extensive
KEYWORDS
- Interdependency + Focus on
DESCRIPTION
Your resilience will allow you to “build back better” after a
KEYWORDS
- Recovery
system that includes several other interdependent agents. - Systems of systems THE STANDARD FOR setback. If you or your organization are not adaptable and - Adaptability

It is your responsibility to make sure these interactions are

- Integration
- Holistic view PROJECT MANAGEMENT Value resilient, it will be tough to accept change and recover from
- Reaction
- Diversity
considered and planned. problems.
Complexity
CYC CH
LE
LIFE ROA

Systems
DEL

COMMENTS COMMENTS
» It is essential to balance internal and external perspectives. » Resiliency is built by improving the capacity of absorbing impact and recovering.
» Systems may change over time due to internal and external volatilities. Thinking » Adaptability increases by focusing on the outcomes and not on a specific delivery.
AND . APP
IVER

» Systems operate beyond the project life cycle and will continue afterward. Quality » Team diversity improves the capability of developing adaptability and resiliency.
DEV
Y

Tailoring Leadership
LEADERSHIP CHANGE
Demonstrate leadership behaviors Enable change to achieve the envisioned future state
DESCRIPTION KEYWORDS DESCRIPTION KEYWORDS
Projects are complex efforts, and they need strong leadership to - Motivation
PRO Change is the only permanent feature of any project. You must - Psychological safety

JECT ING
- Empowerment - Enablement
get the job done. Aspects like motivation, focus, self-awareness, act as a change agent and create the conditions for others to
- Example
WO N N - Comprehensive

PLA
and facilitation are critical to align the team and overcome the - Influence adapt to a rapid and evolving environment. - Resistance
natural level of conflict that may arise. RK
COMMENTS COMMENTS
» Anyone in the team can demonstrate leadership skills. » Change is NOT necessarily a bad thing.
» Leadership is different from authority. » Enabling change is the opposite of avoiding change.
» There is no single universal leadership style. » Keep the desired outcomes in mind when evaluating changes.

PRINCIPLES PERFORMANCE DOMAINS

They are the foundation on how we should approach something. Group of related activities that are critical for the delivery of the outcomes.
»  They guide our behavior and actions. »  There is no prescriptive sequence to execute these activities.
»  They are open, and we can apply them in different ways and contexts. »  They can be used with different delivery approaches (predictive, agile, hybrid).
»  They are interconnected. »  They are not processes.
»  There is no specific order or ranking of principles. »  They are interactive, interdependent, and interrelated.

PERFORMANCE DOMAINS
STAKEHOLDER TEAM DEVELOPMENT APPROACH AND LIFE CYCLE PLANNING
DESCRIPTION DESCRIPTION DESCRIPTION DESCRIPTION
Combines a set of activities related to stakeholders, including the engagement Contains activities that address the responsibilities associated with the work It is the domain where the delivery approach (predictive, iterative, hybrid) is Contains the activities associated with the required coordination and
process to ensure that there are productive working relationships with that must be done to deliver business value. selected, and the life cycle, phases, and cadence are defined. organization to produce the deliverables.
stakeholders.
COMMENTS COMMENTS COMMENTS COMMENTS
» Contains relevant elements of communications. » Includes the roles and responsibilities within the team. » A project may have a single deliverable or multiple, periodic or continuous deliverables. » Strongly related to the Development Approach.
» Includes activities to address supporting and opposing stakeholders. » Team culture must be built, including norms and behaviors. » Predictive approach is based on defined requirements. » Predictive planning uses WBS and decomposition models to break down the scope.
» It is not about friendship. It is about a productive relationship. » Very connected to the leadership principle. » Iterative or adaptive approach is useful when there is a high level of uncertainty. » Iterative planning uses the concept of evaluating multiple options until costs may
» Stakeholders change during the project. » Includes components of emotional intelligence, critical thinking and motivation. » Hybrid approach combines aspects of both predictive and iterative approaches. exceed benefits.
» Not all stakeholders are the same. They have different interests and influences. » Strong emphasis on shared ownership. » Many factors affect the selection of your approach (risks, innovation, stability, funding). » Describes concepts of estimating, scheduling and budgeting using different approaches.
» It has some aspects of the planning process group of the PMBOK® Guide 6th edition.

PROJECT WORK DELIVERY MEASUREMENT UNCERTAINTY

DESCRIPTION DESCRIPTION DESCRIPTION DESCRIPTION
Addresses all activities related to the actual work like physical resources, Combines the activities and work associated with the project’s delivery, including Includes the activities that measure project performance to allow actions to be Assures that the project contains activities that address risks, uncertainty, and
contracting, managing change, and continuous learning capability. requirements, quality, and change. taken to ensure the desired results are achieved. VUCA (volatility, uncertainty, complexity, and ambiguity) and its environment.

COMMENTS COMMENTS COMMENTS COMMENTS

» Includes reviewing the project work using lessons learned, retrospective, and lean » Requirements can be clear in predictive development. » It is impossible to evaluate results if you do not measure them. » Despite not being mentioned in the guide, the VUCA concept is a critical aspect of this
methods. » In the adaptive approach, requirements may only be clear at later stages. » Measurement goes above and beyond reporting and data. domain.
» Actions related to reducing work in progress (WIP) take place in this domain. » Includes aspects of Cost of Quality (COQ) like prevention and correction. » Measurement is all about conversations and decisions using the data. » Strongly connected to the Systems Thinking, Complexity and Risk principles.
» Several procurement processes happen under the Project Work Domain, especially » Stakeholder acceptance and satisfaction is a key performance factor to evaluate » Covers leading and lagging indicators (KPI) and what is an effective metric. » Early warning and environmental scanning are relevant activities to address
contracting activities. deliverables. uncertainty.
» Aspects of Earned Value Analysis, dashboards, Kanban and other visual ways of
» Very closely connected to the Tailoring and Change principles. » Fail fast, learn fast approach can support the handling of suboptimal outcomes. reporting are presented by this domain. » The “Risk” knowledge area of the PMBOK® Guide 6th edition is closely related to this.
» It has some elements of the executing process group of the PMBOK® Guide 6th edition. » Uncertainty, as well as risks, are not necessarily negative. They can be opportunities.

RICARDO VARGAS EXPLAINS THE PMBOK® GUIDE 7TH EDITION You can download this document at https://rvarg.as/pmbok7en This infographic is free and cannot be sold.
Based on A Guide to the Project Management Body of Knowledge (PMBOK® Guide) - Seventh Edition and The Standard for Explanatory Note: This work does not replace the need to read the PMBOK® Guide and the Standards for Project Become a member of the Project Management Institute
Project Management published by the Project Management Institute, Inc. All principle names and performance domain Management. It is an educational material to help project managers and other professionals to understand the
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