ISO 21502:2020
Project, programme and portfolio management — Guidance on project management
This document gives guidelines for project management. It is applicable to any organization, including public, private and charitable, as well as to any type of project, regardless of purpose, delivery approaches, life cycle model used, complexity, size, cost or duration.
NOTE Delivery approach can be any method or process suited to the type of outputs, such as predictive, incremental, iterative, adaptive or hybrid, including agile approaches.
This document provides high-level descriptions of practices that are considered to work well and produce good results within the context of project management. This document does not provide guidance on the management of programmes or portfolios. Topics relating to general management are addressed only within the context of project management.
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Foreword
Introduction
1 Scope
2 Normative references
3 Terms and definitions
4 Project management concepts
4.1 Overview
4.1.1 General
4.1.2 Projects
4.1.3 Project management
4.2 Context
4.2.1 Impact of a project’s context
4.2.2 Organizational strategy and projects
4.2.3 Customer and supplier perspective
4.2.4 Project constraints
4.2.5 Projects as stand-alone, part of a programme or part of a portfolio
4.3 Project governance
4.3.1 Governance framework
4.3.2 Business case
4.4 Project life cycle
4.5 Project organization and roles
4.5.1 Project organization
4.5.2 Sponsoring organization
4.5.3 Project board
4.5.4 Project sponsor
4.5.5 Project assurance
4.5.6 Project manager
4.5.7 Project office
4.5.8 Work package leader
4.5.9 Project team members
4.5.10 Project stakeholders
4.5.11 Other roles
4.6 Competencies of project personnel
5 Prerequisites for formalizing project management
5.1 Overview
5.2 Considerations for implementing project management
5.3 Continuous improvement of the project management environment
5.4 Alignment with organizational processes and systems
6 Integrated project management practices
6.1 Overview
6.2 Pre-project activities
6.3 Overseeing a project
6.4 Directing a project
6.5 Initiating a project
6.5.1 Overview
6.5.2 Project team mobilization
6.5.3 Project governance and management approach
6.5.4 Initial project justification
6.5.5 Initial project planning
6.6 Controlling a project
6.6.1 Overview
6.6.2 Progressive justification
6.6.3 Managing project performance
6.6.4 Managing the start and close of each project phase
6.6.5 Managing the start, progress and close of each work package
6.7 Managing delivery
6.8 Closing or terminating a project
6.9 Post-project activities
7 Management practices for a project
7.1 Overview
7.2 Planning
7.2.1 Overview
7.2.2 Developing the plan
7.2.3 Monitoring the plan
7.3 Benefit management
7.3.1 Overview
7.3.2 Identifying and analysing benefits
7.3.3 Monitoring benefits
7.3.4 Maintaining benefits
7.4 Scope management
7.4.1 Overview
7.4.2 Defining the scope
7.4.3 Controlling the scope
7.4.4 Confirming scope delivery
7.5 Resources management
7.5.1 Overview
7.5.2 Planning the project organization
7.5.3 Establishing the team
7.5.4 Developing the team
7.5.5 Managing the team
7.5.6 Planning, managing and controlling physical and material resources
7.6 Schedule management
7.6.1 Overview
7.6.2 Estimating activity durations
7.6.3 Developing the schedule
7.6.4 Controlling the schedule
7.7 Cost management
7.7.1 Overview
7.7.2 Estimating cost
7.7.3 Developing the budget
7.7.4 Controlling costs
7.8 Risk management
7.8.1 Overview
7.8.2 Identifying risk
7.8.3 Assessing risk
7.8.4 Treating risk
7.8.5 Controlling risk
7.9 Issues management
7.9.1 Overview
7.9.2 Identifying issues
7.9.3 Resolving issues
7.10 Change control
7.10.1 Overview
7.10.2 Establishing a change control framework
7.10.3 Identifying and assessing change requests
7.10.4 Planning the implementation of change requests
7.10.5 Implementing and closing change requests
7.11 Quality management
7.11.1 Overview
7.11.2 Planning quality
7.11.3 Assuring quality
7.11.4 Controlling quality
7.12 Stakeholder engagement
7.12.1 Overview
7.12.2 Identifying stakeholders
7.12.3 Engaging stakeholders
7.13 Communication management
7.13.1 Overview
7.13.2 Planning communication
7.13.3 Distributing information
7.13.4 Monitoring the impact of communications
7.14 Managing organizational and societal change
7.14.1 Overview
7.14.2 Identifying the need for change
7.14.3 Implementing the organizational and societal change
7.15 Reporting
7.15.1 Overview
7.15.2 Planning reporting
7.15.3 Managing reporting
7.15.4 Delivering reports
7.16 Information and documentation management
7.16.1 Overview
7.16.2 Identifying which information should be managed
7.16.3 Storing and retrieving information and documentation
7.17 Procurement
7.17.1 Overview
7.17.2 Planning procurement
7.17.3 Evaluating and selecting suppliers
7.17.4 Administering contracts
7.17.5 Closing contracts
7.18 Lessons learned
7.18.1 Overview
7.18.2 Identifying lessons
7.18.3 Disseminating lessons
Annex A (informative) Project management processes based on practices
Bibliography
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Quality system guidelines - Guidelines to quality in project management
Foreword
Introduction
1 Scope
2 Normative references
3 Terms and definitions
4 Project management concepts
4.1 Overview
4.1.1 General
4.1.2 Projects
4.1.3 Project management
4.2 Context
4.2.1 Impact of a project’s context
4.2.2 Organizational strategy and projects
4.2.3 Customer and supplier perspective
4.2.4 Project constraints
4.2.5 Projects as stand-alone, part of a programme or part of a portfolio
4.3 Project governance
4.3.1 Governance framework
4.3.2 Business case
4.4 Project life cycle
4.5 Project organization and roles
4.5.1 Project organization
4.5.2 Sponsoring organization
4.5.3 Project board
4.5.4 Project sponsor
4.5.5 Project assurance
4.5.6 Project manager
4.5.7 Project office
4.5.8 Work package leader
4.5.9 Project team members
4.5.10 Project stakeholders
4.5.11 Other roles
4.6 Competencies of project personnel
5 Prerequisites for formalizing project management
5.1 Overview
5.2 Considerations for implementing project management
5.3 Continuous improvement of the project management environment
5.4 Alignment with organizational processes and systems
6 Integrated project management practices
6.1 Overview
6.2 Pre-project activities
6.3 Overseeing a project
6.4 Directing a project
6.5 Initiating a project
6.5.1 Overview
6.5.2 Project team mobilization
6.5.3 Project governance and management approach
6.5.4 Initial project justification
6.5.5 Initial project planning
6.6 Controlling a project
6.6.1 Overview
6.6.2 Progressive justification
6.6.3 Managing project performance
6.6.4 Managing the start and close of each project phase
6.6.5 Managing the start, progress and close of each work package
6.7 Managing delivery
6.8 Closing or terminating a project
6.9 Post-project activities
7 Management practices for a project
7.1 Overview
7.2 Planning
7.2.1 Overview
7.2.2 Developing the plan
7.2.3 Monitoring the plan
7.3 Benefit management
7.3.1 Overview
7.3.2 Identifying and analysing benefits
7.3.3 Monitoring benefits
7.3.4 Maintaining benefits
7.4 Scope management
7.4.1 Overview
7.4.2 Defining the scope
7.4.3 Controlling the scope
7.4.4 Confirming scope delivery
7.5 Resources management
7.5.1 Overview
7.5.2 Planning the project organization
7.5.3 Establishing the team
7.5.4 Developing the team
7.5.5 Managing the team
7.5.6 Planning, managing and controlling physical and material resources
7.6 Schedule management
7.6.1 Overview
7.6.2 Estimating activity durations
7.6.3 Developing the schedule
7.6.4 Controlling the schedule
7.7 Cost management
7.7.1 Overview
7.7.2 Estimating cost
7.7.3 Developing the budget
7.7.4 Controlling costs
7.8 Risk management
7.8.1 Overview
7.8.2 Identifying risk
7.8.3 Assessing risk
7.8.4 Treating risk
7.8.5 Controlling risk
7.9 Issues management
7.9.1 Overview
7.9.2 Identifying issues
7.9.3 Resolving issues
7.10 Change control
7.10.1 Overview
7.10.2 Establishing a change control framework
7.10.3 Identifying and assessing change requests
7.10.4 Planning the implementation of change requests
7.10.5 Implementing and closing change requests
7.11 Quality management
7.11.1 Overview
7.11.2 Planning quality
7.11.3 Assuring quality
7.11.4 Controlling quality
7.12 Stakeholder engagement
7.12.1 Overview
7.12.2 Identifying stakeholders
7.12.3 Engaging stakeholders
7.13 Communication management
7.13.1 Overview
7.13.2 Planning communication
7.13.3 Distributing information
7.13.4 Monitoring the impact of communications
7.14 Managing organizational and societal change
7.14.1 Overview
7.14.2 Identifying the need for change
7.14.3 Implementing the organizational and societal change
7.15 Reporting
7.15.1 Overview
7.15.2 Planning reporting
7.15.3 Managing reporting
7.15.4 Delivering reports
7.16 Information and documentation management
7.16.1 Overview
7.16.2 Identifying which information should be managed
7.16.3 Storing and retrieving information and documentation
7.17 Procurement
7.17.1 Overview
7.17.2 Planning procurement
7.17.3 Evaluating and selecting suppliers
7.17.4 Administering contracts
7.17.5 Closing contracts
7.18 Lessons learned
7.18.1 Overview
7.18.2 Identifying lessons
7.18.3 Disseminating lessons
Annex A (informative) Project management processes based on practices
Bibliography