Esta AP, perteneciente al Nivel de Madurez 3, identifica las necesidades de entrenamiento estratégico y táctico de la organización que son comunes a los proyectos y grupos de soporte. El entrenamiento es desarrollado u obtenido para desarrollar las técnicas necesarias para la realización del conjunto de procesos estándares de la organización. Los principales componentes del entrenamiento incluyen: (1) programa de desarrollo de entrenamiento administrado, (2) planes documentados, (3) personal con conocimiento apropiado y (4) mecanismos para medir la efectividad del programa de entrenamiento.
OT se relaciona con las siguientes AP: OPD (Organizacional Process Definition), PP (Project Planning) y DAR (Decision Analysis and Resolution).
Los objetivos específicos (SG), prácticas especificas (SP) y subprácticas de esta AP son:
SG 1 - Establish an OT Capability
SP 1.1 Establish the Strategic Training Needs
SP 1.2 - Determine Which Training Needs Are the Responsibility of the Organization
SP 1.3 - Establish an OT Tactical Plan
1.3.1- Establish plan content. 1.3.2- Establish commitments to the plan. 1.3.3- Revise plan and commitments as necessary.
SP 1.4 - Establish Training Capability
1.4.1- Select the appropriate approaches to satisfy specific organizational training needs. 1.4.2- Determine whether to develop training materials internally or acquire them externally. 1.4.3- Develop or obtain training materials. 1.4.4- Develop or obtain qualified instructors. 1.4.5- Describe the training in the organization's training curriculum. 1.4.6- Revise the training materials and supporting artifacts as necessary.
Los productos de trabajo de las SP son: - Training needs (SP 1.1) - Assessment analysis (SP 1.1) - Common project and support group training needs (SP 1.2) - Training commitments (SP 1.2) - Organizational training tactical plan (SP 1.3) - Training materials and supporting artifacts (SP 1.4)
SG 2 - Provide Necessary Training
SP 2.1 - Deliver Training
2.1.1- Select the people who will receive the training necessary to perform their roles effectively. 2.1.2- Schedule the training, including any resources, as necessary 2.1.3- Conduct the training. 2.1.4- Track the delivery of training against the plan.
SP 2.2 - Establish Training Records
2.2.1- Keep records of all students who successfully complete each training course or other approved training activity as well as those who are unsuccessful 2.2.2- Keep records of all staff who have been waived from specific training. 2.2.3- Keep records of all students who successfully complete their designated required training. 2.2.4- Make training records available to the appropriate people for consideration in assignments.
SP 2.3 - Assess Training Effectiveness
2.3.1- Assess in-progress or completed projects to determine whether staff knowledge is adequate for performing project tasks. 2.3.2- Provide a mechanism for assessing the effectiveness of each training course with respect to established organizational, project, or individual learning (or performance) objectives. 2.3.3- Obtain student evaluations of how well training activities met their needs.
Los productos de trabajo de las SP son: - Delivered training course (SP 2.1) - Training records (SP 2.2) - Training updates to the organizational repository (SP 2.2) - Training-effectiveness surveys (SP 2.3) - Training program performance assessments (SP 2.3) - Instructor evaluation forms (SP 2.3) - Training examinations (SP 2.3)
Integrated Project Management (IPM) + IPPD
Esta área de proceso (AP), perteneciente al Nivel de Madurez 3, establece y administra el proceso definido en el proyecto que está basado en el conjunto de procesos estándares de la organización. El proyecto es administrado usando el proceso definido en el proyecto. El ambiente de trabajo del proyecto es establecido y mantenido de acuerdo a los estándares de ambiente de trabajo de la organización. La administración del proyecto asegura que los resultados del proyecto se corresponden con los esfuerzos realizados. Con la incorporación de IPM, IPM + IPPD establece y mantiene la visión compartida del proyecto y la estructura del equipo integrado del proyecto; y establece los equipos integrados para efectuar el trabajo del proyecto asegurando la colaboración entre los equipos.
IPM se relaciona con las siguientes AP: PP (Project Planning), PMC (Project Monitoring and Control), VER (Verification), OPD (Organizational Process Definition) y MA (Measurement and Analysis) (+ OPD).
Los objetivos específicos (SG), prácticas especificas (SP) y subprácticas de esta AP son:
SG 1 - Use the Project’s Defined Process
SP 1.1 - Establish the Project’s Defined Process
SP 1.2 - Use Organizational Process Assets for Planning Project Activities
1.2.1- Use the tasks and work products of the project's defined process as a basis for estimating and planning the project's activities. 1.2.2- Use the organization’s measurement repository in estimating the project’s planning parameters.
SP 1.3 - Establish the Project’s Work Environment
SP 1.4 - Integrate Plans
1.4.1- Integrate other plans that affect the project with the project plan. 1.4.2- Incorporate into the project plan the definitions of measures and measurement activities for managing the project. 1.4.3- Identify and analyze product and project interface risks. 1.4.4- Schedule the tasks in a sequence that accounts for critical development factors and project risks. 1.4.5- Incorporate the plans for performing peer reviews on the work products of the project's defined process. 1.4.6- Incorporate the training needed to perform the project’s defined process in the project’s training plans. 1.4.7- Establish objective entry and exit criteria to authorize the initiation and completion of the tasks described in the work breakdown structure (WBS). 1.4.8- Ensure that the project plan is appropriately compatible with the plans of relevant stakeholders. 1.4.9- Identify how conflicts will be resolved that arise among relevant stakeholders.
SP 1.5 - Manage the Project using the Integrated Plans
1.5.1- Implement the project’s defined process using the organization's process asset library. 1.5.2- Monitor and control the project’s activities and work products using the project’s defined process, project plan, and other plans that affect the project. 1.5.3- Obtain and analyze the selected measures to manage the project and support the organization’s needs. 1.5.4- Periodically review and align the project’s performance with the current and anticipated needs, objectives, and requirements of the organization, customer, and end users, as appropriate.
SP1.6 - Contribute to the Organizational Assets
1.6.1- Propose improvements to the organizational process assets. 1.6.2- Store process and product measures in the organization’s measurement repository. 1.6.3- Submit documentation for possible inclusion in the organization's process asset library. 1.6.4- Document lessons learned from the project for inclusion in the organization's process asset library. 1.6.5- Provide process artifacts associated with tailoring and implementing the organization’s set of standard processes in support of the organization’s process monitoring activities.
Los productos de trabajo de las SP son: - The project’s defined process (SP 1.1) - Project estimates (SP 1.2) - Project plans (SP 1.2) - Equipment and tools for the project (SP 1.3) - Installation, operation, and maintenance manuals for the project work environment (SP 1.3) - User surveys and results (SP 1.3) - Usage, performance, and maintenance records (SP 1.3) - Support services for the project’s work environment (SP 1.3) - Integrated plans (SP 1.4) - Work products created by performing the project’s defined process (SP 1.5) - Collected measures and progress records or reports (SP 1.5) - Revised requirements, plans, and commitments (SP 1.5) - Integrated plans (SP 1.5) - Proposed improvements to the organizational process assets (SP 1.6) - Actual process and product measures collected from the project (SP 1.6) - Documentation (e.g., exemplary process descriptions, plans, training modules, checklists, and lessons learned) (SP 1.6) - Process artifacts associated with tailoring and implementing the organization’s set of standard processes on the project (SP 1.6)
SG 2 - Coordinate and Collaborate with Relevant Stakeholders
SP 2.1 - Manage Stakeholder Involvement
2.1.1- Coordinate with the relevant stakeholders who should participate in the project’s activities. 2.1.2- Ensure that work products that are produced to satisfy commitments meet the requirements of the recipient projects. 2.1.3- Develop recommendations and coordinate the actions to resolve misunderstandings and problems with the product and product component requirements, product and product component architecture, and product and product component design.
SP 2.2 - Manage Dependencies
2.2.1- Conduct reviews with relevant stakeholders. 2.2.2- Identify each critical dependency. 2.2.3- Establish need dates and plan dates for each critical dependency based on the project schedule. 2.2.4- Review and get agreement on the commitments to address each critical dependency with the people responsible for providing the work product and the people receiving the work product. 2.2.5- Document the critical dependencies and commitments. 2.2.6- Track the critical dependencies and commitments and take corrective action as appropriate.
SP 2.3 - Resolve Coordination Issues
2.3.1- Identify and document issues. 2.3.2- Communicate issues to the relevant stakeholders. 2.3.3- Resolve issues with the relevant stakeholders. 2.3.4- Escalate to the appropriate managers those issues not resolvable with the relevant stakeholders. 2.3.5- Track the issues to closure. 2.3.6- Communicate with the relevant stakeholders on the status and resolution of the issues.
Los productos de trabajo de las SP son: - Agendas and schedules for collaborative activities (SP 2.1) - Documented issues (e.g., issues with customer requirements, product and product component requirements, product architecture, and product design) (SP 2.1) - Recommendations for resolving relevant stakeholder issues (SP 2.1) - Defects, issues, and action items resulting from reviews with relevant stakeholders (SP 2.2) - Critical dependencies (SP 2.2) - Commitments to address critical dependencies (SP 2.2) - Status of critical dependencies (SP 2.2) - Relevant stakeholder coordination issues (SP 2.3) - Status of relevant stakeholder coordination issues (SP 2.3)
SG 3 - Apply IPPD Principles
SP 3.1 - Establish the Project’s Shared-Vision
3.1.1- Articulate the project’s shared vision in terms of purpose or mission, vision, values, and objectives. 3.1.2- Reach consensus on the project’s shared vision. 3.1.3- Establish a strategy to communicate the project’s shared vision both externally and internally. 3.1.4- Create presentations suitable for the various audiences that need to be informed about the project’s shared vision. 3.1.5- Ensure that project and individual activities and tasks are aligned with the project’s shared vision.
SP 3.2 - Establish the Integrated Team Structure
3.2.1- Establish an integrated team structure. 3.2.2- Periodically evaluate and modify the integrated team structure to best meet project needs.
SP 3.3 - Allocate Requirements to Integrated Teams
3.3.1- Allocate the tasks, responsibilities, and work products to be delivered, and the associated requirements and interfaces to the appropriate integrated teams. 3.3.2- Check that the distribution of requirements and interfaces covers all specified product requirements and other requirements. 3.3.3- Designate the sponsor for each integrated team.
SP 3.4 - Establish Integrated Teams
3.4.1- Choose a leader for each integrated team. 3.4.2- Allocate resources to each integrated team. 3.4.3- Charter each integrated team. 3.4.4- Review the composition of an integrated team and its place in the integrated team structure when its team leader changes or another significant change of membership occurs. 3.4.5- Review the composition of a team and its tasking when a change in team responsibility occurs. 3.4.6- Manage the overall performance of the teams.
SP 3.5 - Ensure Collaboration among Interfacing Teams
3.5.1- Establish and maintain the boundaries of work product ownership among interfacing teams within the project or organization. 3.5.2- Establish and maintain interfaces and processes among interfacing teams for the exchange of inputs, outputs, or work products. 3.5.3- Develop, communicate, and distribute among interfacing teams the commitment lists and work plans that are related to work product or team interfaces.
Los productos de trabajo de las SP son: - Documented shared vision (SP 3.1) - Communications strategy (SP 3.1) - Published principles, shared vision statement, mission statement, and objectives (e.g., posters, wallet cards, and presentations) (SP 3.1) - Assessments of the product and product architectures, including risk and complexity (SP 3.2) - Integrated team structure (SP 3.2) - Responsibilities allocated to each integrated team (SP 3.3) - Work product requirements, technical interfaces, and business (e.g., cost accounting and project management) interfaces each integrated team will be responsible for satisfying (SP 3.3) - List of integrated team sponsors (SP 3.3) - List of team leaders (SP 3.4) - List of team members assigned to each integrated team (SP 3.4) - Integrated team charters (SP 3.4) - Measures for evaluating the performance of integrated teams (SP 3.4) - Periodic integrated team status reports (SP 3.4) - Work product ownership agreements (SP 3.5) - Team work plans (SP 3.5) - Commitment lists (SP 3.5)
Prácticas Genéricas por Objetivo de OT e IPM
Solo Representación Continua
GG 1 - Achieve Specific Goals
GP 1.1 - Perform Specific Practices
Perform the specific practices of the integrated project management process to develop work products and provide services to achieve the specific goals of the process area.
Solo Representación Continua
GG 2 - Institutionalize a Managed Process
GP 2.1 - Establish an Organizational Policy
Establish and maintain an organizational policy for planning and performing the integrated project management process.
GP 2.2 - Plan the Process
Establish and maintain the plan for performing the integrated project management process.
GP 2.3 - Provide Resources
Provide adequate resources for performing the integrated project management process, developing the work products, and providing the services of the process.
GP 2.4 - Assign Responsibility
Assign responsibility and authority for performing the process, developing the work products, and providing the services of the integrated project management process.
GP 2.5 - Train People
Train the people performing or supporting the integrated project management process as needed.
GP 2.6 - Manage Configurations
Place designated work products of the integrated project management process under appropriate levels of control.
GP 2.7 - Identify and Involve Relevant Stakeholders
Identify and involve the relevant stakeholders of the integrated project management process as planned.
GP 2.8 - Monitor and Control the Process
Monitor and control the integrated project management process against the plan for performing the process and take appropriate corrective action.
GP 2.9 - Objectively Evaluate Adherence
Objectively evaluate adherence of the integrated project management process against its process description, standards, and procedures, and address noncompliance.
GP 2.10 - Review Status with Higher Level Management
Review the activities, status, and results of the integrated project management process with higher level management and resolve issues.
Representación Continua y por Etapas
GG 3 Institutionalize a Defined Process
GP 3.1- Establish a Defined Process
Establish and maintain the description of a defined integrated project management process
GP 3.2 - Collect Improvement Information
Collect work products, measures, measurement results, and improvement information derived from planning and performing the integrated project management process to support the future use and improvement of the organization’s processes and process assets.
Solo Representación Continua
GG 4 - Institutionalize a Quantitatively Managed Process
The process is institutionalized as a quantitatively managed process
GP 4.1 - Establish Quantitative Objectives for the Process
GP 4.2- Stabilize Subprocess Performance
Stabilize the performance of one or more subprocesses to determine the ability of the integrated project management process to achieve the established quantitative quality and process-performance objectives.
Solo Representación Continua
GG 5 - Institutionalize an Optimizing Process
The process is institutionalized as an optimizing process.
GP 5.1 - Ensure Continuous Process Improvement
GP 5.2 - Correct Root Causes of Problems
Identify and correct the root causes of defects and other problems in the integrated project management process.