The Process Guide

I’m sure you would agree that there is an extraordinary amount of project management best practices knowledge out there. From Waterfall to Agile projects, and everything in between, the sheer amount of knowledge in the field is truly staggering. As Project Managers, we strive to continually educate ourselves and learn new things about Project Management every day so that we can be the best at what we do. However, being able to recall this information when we need it most to make sure no key pieces of information are missed that could benefit our projects tremendously can be quite the challenge.

What we need is an organized system to procure, store, and retrieve Project Management information right on the spot.

Project manager looking at AR screen wit

After months of struggling with a way to come up with a system that would satisfy all that criteria, a solution was born.

Introducing the PM Pro Kit’s Process Guide

The Process Guide is an easy to use, comprehensive Project Management knowledge repository, all in a single Microsoft Excel file. The aim of the Process Guide is to be able to have a robust source of Project Management knowledge right at your fingertips, that can be accessed by anyone, anytime, all in one convenient location.

Here are some of essential features of the Process Guide:

 

The Process Guide includes a Project Management Methodology that can be tailored to fit your project and can be used while on the job to guide and direct you and your team as you go through your project’s life cycle.

 

You can utilize the Process Guide to assist you and your team in developing Project Management Plans, Registers, and forms.

 

You can also use the Process Guide as a study companion as you prepare to take the PMP or CAPM exams.

 

Use it as a personal reference or share it with your project team members for those who want to learn more about Project Management best practices.

Gain access to a full comprehensive Project Management knowledge library that grows as you learn and gain experience.

Comes pre-loaded with over 700 Project Management terms, formulas, and data spanning all Process Groups and Knowledge Areas.

Let’s you keep track of important Project Management tools and resources

Includes a memorization worksheet to help you remember key Project Management concepts for the PMP exam or prepare for a job interview

Includes an ITTO Database that provides a complete description for each input, tool and technique, and output from the PMBOK guide, all in a convenient spreadsheet format so you can search or filter to exactly what you’re looking for. Use the ITTO Database to ensure that all the information that encompasses a process is at your disposal.

You can utilize the Process Guide to assist you and your team in developing Project Management Plans, Registers, and forms.

You can also use the Process Guide as a study companion as you prepare to take the PMP or CAPM exams.

You can use it as a personal reference or share it with your project team members for those who want to learn more about Project Management best practices

The Process Flow:

A Project Management Methodology

Lighthouse
Paper Boat

Imagine traveling back in time and being aboard a ship before the advent of modern technology. The ship is seeking to dock in a port without a lighthouse. It’s completely pitch black, and the ship’s captain is blindly guessing at where the shoreline is. Based on experience, the captain might be able to dock the ship under these less than ideal conditions. But after attempting this manuever on several different occasions while under the same constraints, at some point a mistake will be made and the ship will spectacularly crash into the port.

Much like a captain making sure the ideal conditions are present for them to successfully navigate the seas and land their ship safetly, a project manager should take measures to insure that an organization undertakes projects in a consistent, repeatable fashion in order to increase the likelihood of project success. The Project Manager and organization can do this by implementing a Project Management Methodology.

What is a Project Management Methodology and Why do you need one?

A Project Management methodology provides a blueprint for how tasks and projects are planned, managed, and executed, from start to finish. It tells you the what, when, and how of Project Management.

The PM Pro Kit includes The Process Flow, a waterfall-based Project Management methodology based on the processes in the PMBOK Guide.

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Why use the Process Flow Project Management Methodology?

The Process Flow is a full, comprehensive methodology that will guide you and your team all the way from Initiating the project to project closure.

Includes a step by step process that takes a lot of the guesswork out of what to do next when managing a project

Takes you through Initiating, Planning, Executing and Monitoring and Controlling, and the Closing phase of your projects

It is fully customizable, so you can tailor it to fit the size and complexity of your project by choosing to include, remove, or modify the processes.

Although waterfall-based, it can be modified to accommodate agile or hybrid methodologies

So whether you're an experienced Project Manager or just starting in the field, you'll be completing Projects faster and more efficiently than ever before.

The Process Guide not only contains a Project Management Methodology, but much more!

Here is a complete list of what's inside the Process Guide

The Process Guide Worksheets

Name
Description

PM Tools and Resources

A collection of Project Management tools with links to resources

Key Processes and Outputs

A worksheet to assist the user in memorizing Project Management Processes and Outputs

Memorization

A worksheet to assist the user in memorizing important Project Management terms

Processes

The list of the processes organized by process group and knowledge area for quick reference

Definitions

A customizable Project Management knowledge library organized by Process Group, Knowledge Area, and section

ITTO Database

A detailed description of all the Project Management inputs, tools and techniques, and outputs. The main source of knowledge on the ITTOs.

Process Overview

Lists the definition of the process and lists the inputs, tools and techniques, and outputs for that process. The Process Overview is a high-level view of the process and ITTOs. It also provides links to the ITTO Database and Definitions sheets that automatically filter to the process's section

Process Flow

A Project Management Methodology. Lists all the processes and activities in a project's life cycle and provides links to the process's section in the Process Overview and Definitions sheets

Directory

Lists the names of the worksheets within the Process Guide as well as a short description of each. Selecting the sheet name will take you right to the sheet.

Project manager updating tasks and miles

The Process Flow

The Process flow is a fully customizable Project Management Methodology.

A Project Management methodology provides a blueprint for how tasks and projects are planned, managed, and executed, from start to finish. It tells you the what, when, and how of Project Management. So whether you're an experienced Project Manager or just starting in the field, you'll be completing Projects faster and more efficiently than ever before.

Process Flow.png
Project manager updating tasks and miles

Process Overview

The Process Overview lists the definition of the process and lists the inputs, tools and techniques, and outputs for that process. This allows you to get a high level view of the "ingredients" behind project tasks before starting them

Process Overview.png
Project manager updating tasks and miles

ITTO Database

The ITTO Database sheet:

1. Gives you the complete description of the inputs, tools and techniques, and outputs (ITTOs). Aligned with the PMBOK Guide 6th Edition.

2. Use the ITTO Database to ensure that all the information that encompasses a process is at your disposal.

ITTO Database.png
Project manager updating tasks and miles

Definitions - Project Management Knowledge Repository

The Definitions sheet is a robust Project Management knowledge repository organized by Process Group, Knowledge Area and Section / Process.

The current version has over 700 Project Management terms and definition with the ability to add or edit to grow your Project Management knowledge library

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Project manager updating tasks and miles

Process Sheet

The Process Sheet is a quick reference tool to view processes organized by Process Group and Knowledge Area

Process Sheet.png
Project manager updating tasks and miles

Memorization Tool

The memorization tool is a useful and simple tool to quickly memorize important Project Management concepts that can help you understand how processes flow for the PMP exam, prepare for a job interview, or serve as a mental exercise to fire up your brain.

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Project manager updating tasks and miles

Memorize Key Processes and Outputs

The Key Processes and Outputs sheet is a tool to memorize just the key definition and key outputs of the process. Knowing the main points for each process can help you prepare for the PMP exam

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Project manager updating tasks and miles

The PM Tools and Resources Sheet

The PM tools and resources are a great place to keep track of useful Project Management resources. Resources have already been added by default. You have the freedom to add/remove and customize to fit your needs.

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The Process Guide Advantage

Be able to complete projects faster and more efficiently by utilizing the PM Pro Kit ​Process Flow methodology

Steer your projects in the right direction and keep them on track

Gives you a roadmap for completing projects successfully

Manage your projects in a structured, repeatable fashion

Helps deliver your projects on time and within budget

Feel confident and rest assured that you are following standardized Project Management processes and procedures on your projects so that your team gets optimum results

Full customization and tailoring options to fit the needs, size, and complexity of your projects

Gain access to a full comprehensive Project Management knowledge library that grows as you grow and learn more