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Study Guide · 5 topics · 15 sections

Framework Study Guide

Read through each topic, review key terms, and study the exam tips. Use the sidebar to jump between topics.

Foundations

Project Management Framework & Process Groups

What a project is, the five process groups, and the role of the project manager.

~7 min read·3 sections·4 key terms
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Project vs. Operations

A PROJECT is a temporary endeavor undertaken to create a unique product, service, or result. 'Temporary' means it has a definite start and end; 'unique' means it isn't routine.

OPERATIONS are ongoing and repetitive. Projects end when objectives are met (or it's clear they won't be). A PROGRAM is a group of related projects managed together; a PORTFOLIO is a collection of projects/programs aligned to strategic goals.

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The Five Process Groups

1. INITIATING — define and authorize the project (project charter). 2. PLANNING — define scope, schedule, cost, and the management plans. 3. EXECUTING — do the work and produce deliverables. 4. MONITORING & CONTROLLING — track, review, and regulate progress; manage changes. 5. CLOSING — formally finish the project or phase.

These groups overlap and iterate — Monitoring & Controlling runs throughout.

The PM's Role

The project manager leads the team and is accountable for achieving the objectives, balancing the competing constraints (scope, schedule, cost, quality, resources, risk).

A SPONSOR provides resources and authority and champions the project. STAKEHOLDERS are anyone affected by the project. Modern PMI emphasizes servant leadership — removing obstacles and enabling the team.

📖 Key Terms

Project
A temporary endeavor that creates a unique product, service, or result.
Process group
Initiating, Planning, Executing, Monitoring & Controlling, Closing.
Project charter
The document that formally authorizes the project and the PM.
Sponsor
The person providing resources, authority, and championing the project.

💡 Exam Tips

  • A project is TEMPORARY and creates a UNIQUE result.
  • Five process groups: Initiating, Planning, Executing, Monitoring & Controlling, Closing.
  • The project charter authorizes the project and the PM.
  • Monitoring & Controlling occurs throughout the project.