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第六版首次加納入了在敏捷或者適應(yīng)型環(huán)境中應(yīng)用良好項(xiàng)目管理實(shí)踐的指南。各章節(jié)（或知識(shí)領(lǐng)域）現(xiàn)在有4個(gè)引導(dǎo)部分：核心概念、趨勢(shì)和新興實(shí)踐、剪裁考慮因素、敏捷或適應(yīng)型環(huán)境中需要考慮的因素。

第六版格外重視項(xiàng)目管里中的戰(zhàn)略與業(yè)務(wù)知識(shí)方面，前三章對(duì)涉及項(xiàng)目管理的業(yè)務(wù)文檔進(jìn)行了討論

第六版增加了一個(gè)有關(guān)項(xiàng)目經(jīng)理角色的新章節(jié)，專(zhuān)門(mén)討論P(yáng)MI人才三角及組織對(duì)項(xiàng)目經(jīng)理的技能組合要求，這些技能讓項(xiàng)目經(jīng)理更具競(jìng)爭(zhēng)力，并且在技術(shù)、領(lǐng)導(dǎo)能力、戰(zhàn)略和商業(yè)管理方面更有相關(guān)性。

第六版相比五版，增加了一個(gè)項(xiàng)目管里標(biāo)準(zhǔn)（美國(guó)國(guó)家標(biāo)準(zhǔn)：ASBI/PMI99-001-2017），這也是第六版比第五版增加篇幅的主要原因。

第六版內(nèi)容與敏捷項(xiàng)目管理由密切的相關(guān)性，PMI也首次推出了《敏捷項(xiàng)目實(shí)踐指南》。《敏捷項(xiàng)目實(shí)踐指南》中英文版將于2018年6月由電子工業(yè)出版社出版。

本書(shū)利用一種專(zhuān)利防偽印刷技術(shù)印刷，旨在防止未經(jīng)授權(quán)擅自復(fù)制。紙張為灰色，而不是白色。復(fù)印或掃描本書(shū)頁(yè)面時(shí)，背景中隱藏的警告信息就會(huì)顯示出來(lái)。這種安全措施旨在阻止一切對(duì)本書(shū)的非法復(fù)制或偽造企圖。

作為項(xiàng)目管理協(xié)會(huì)（PMI）的標(biāo)準(zhǔn)和指南，本指南是通過(guò)相關(guān)人員的自愿參與和共同協(xié)商而開(kāi)發(fā)的。其開(kāi)發(fā)過(guò)程匯集了一批志愿者，并廣泛收集了對(duì)本指南內(nèi)容感興趣的人士的觀點(diǎn)。PMI管理該開(kāi)發(fā)過(guò)程并制定規(guī)則以促進(jìn)協(xié)商的公平性，但并沒(méi)有直接參與寫(xiě)作，也沒(méi)有獨(dú)立測(cè)試、評(píng)估或核實(shí)本指南所含任何信息的準(zhǔn)確性、完整性或本指南所含任何判斷的有效性。

因本指南或?qū)Ρ局改系膽?yīng)用或依賴(lài)而直接或間接造成的任何人身傷害、財(cái)產(chǎn)或其他損失，PMI不承擔(dān)任何責(zé)任，無(wú)論特殊、間接、因果還是補(bǔ)償性的責(zé)任。PMI不明示或暗示地保證或擔(dān)保本指南所含信息的準(zhǔn)確性與完整性，也不保證本指南所含信息能滿(mǎn)足你的特殊目的或需要。PMI不為任何使用本標(biāo)準(zhǔn)或指南的制造商或供應(yīng)商的產(chǎn)品或服務(wù)提供擔(dān)保。

PMI出版和發(fā)行本指南，既不代表向任何個(gè)人或團(tuán)體提供專(zhuān)業(yè)或其他服務(wù)，也不為任何個(gè)人或團(tuán)體履行對(duì)他人的任何義務(wù)。在處理任何具體情況時(shí)，本指南的使用者都應(yīng)依據(jù)自身的獨(dú)立判斷，或在必要時(shí)向資深專(zhuān)業(yè)人士尋求建議。與本指南議題相關(guān)的信息或標(biāo)準(zhǔn)亦可從其他途徑獲得。

讀者可以從這些途徑獲取本指南未包含的觀點(diǎn)或信息。PMI無(wú)權(quán)也不會(huì)監(jiān)督或強(qiáng)迫他人遵循本指南的內(nèi)容，不會(huì)為安全或健康原因?qū)Ξa(chǎn)品、設(shè)計(jì)或安裝進(jìn)行認(rèn)證、測(cè)試或檢查。本指南中關(guān)于符合健康或安全要求的任何證明或聲明，都不是PMI做出的，而應(yīng)由認(rèn)證者或聲明者承擔(dān)全部責(zé)任。

第一部分

項(xiàng)目管理知識(shí)體系指南(PMBOK 指南)

1. 引論....................................................................................................................................1

1.1 指南概述和目的..............................................................................................................1

1.2 基本要素...........................................................................................................................4

2. 項(xiàng)目運(yùn)行環(huán)境....................................................................................................................37

2.1 概述.................................................................................................................................37

2.2 事業(yè)環(huán)境因素................................................................................................................38

2.3 組織過(guò)程資產(chǎn)................................................................................................................39

2.4 組織系統(tǒng).........................................................................................................................41

3. 項(xiàng)目經(jīng)理的角色.................................................................................................................51

3.1 概述.................................................................................................................................51

3.2 項(xiàng)目經(jīng)理的定義............................................................................................................52

3.3 項(xiàng)目經(jīng)理的影響力范圍................................................................................................52

3.4 項(xiàng)目經(jīng)理的能力............................................................................................................56

3.5 執(zhí)行整合.........................................................................................................................66

4. 項(xiàng)目整合管理...................................................................................................................69

4.1 制定項(xiàng)目章程................................................................................................................75

4.2 制定項(xiàng)目管理計(jì)劃........................................................................................................82

4.3 指導(dǎo)與管理項(xiàng)目工作....................................................................................................90

4.4 管理項(xiàng)目知識(shí)................................................................................................................98

4.5 監(jiān)控項(xiàng)目工作..............................................................................................................105

4.6 實(shí)施整體變更控制......................................................................................................113

4.7 結(jié)束項(xiàng)目或階段..........................................................................................................121

5. 項(xiàng)目范圍管理.................................................................................................................129

5.1 規(guī)劃范圍管理..............................................................................................................134

5.2 收集需求.......................................................................................................................138

5.3 定義范圍.......................................................................................................................150

5.4 創(chuàng)建 WBS......................................................................................................................156

5.5 確認(rèn)范圍.......................................................................................................................163

5.6 控制范圍.......................................................................................................................167

6. 項(xiàng)目進(jìn)度管理...................................................................................................................173

6.1 規(guī)劃進(jìn)度管理..............................................................................................................179

6.2 定義活動(dòng).......................................................................................................................183

6.3 排列活動(dòng)順序..............................................................................................................187

6.4 估算活動(dòng)持續(xù)時(shí)間......................................................................................................195

6.5 制定進(jìn)度計(jì)劃..............................................................................................................205

6.6 控制進(jìn)度.......................................................................................................................222

7. 項(xiàng)目成本管理..................................................................................................................231

7.1 規(guī)劃成本管理..............................................................................................................235

7.2 估算成本.......................................................................................................................240

7.3 制定預(yù)算.......................................................................................................................248

7.4 控制成本.......................................................................................................................257

8. 項(xiàng)目質(zhì)量管理...................................................................................................................271

8.1 規(guī)劃質(zhì)量管理..............................................................................................................277

8.2 管理質(zhì)量.......................................................................................................................288

8.3 控制質(zhì)量......................................................................................................................298

9. 項(xiàng)目資源管理..................................................................................................................307

9.1 規(guī)劃資源管理..............................................................................................................312

9.2 估算活動(dòng)資源..............................................................................................................320

9.3 獲取資源.......................................................................................................................328

9.4 建設(shè)團(tuán)隊(duì).......................................................................................................................336

9.5 管理團(tuán)隊(duì).......................................................................................................................345

9.6 控制資源.......................................................................................................................352

10. 項(xiàng)目溝通管理.................................................................................................................359

10.1 規(guī)劃溝通管理............................................................................................................366

10.2 管理溝通.....................................................................................................................379

10.3 監(jiān)督溝通.....................................................................................................................388

11. 項(xiàng)目風(fēng)險(xiǎn)管理..................................................................................................................395

11.1 規(guī)劃風(fēng)險(xiǎn)管理............................................................................................................401

11.2 識(shí)別風(fēng)險(xiǎn).....................................................................................................................409

11.3 實(shí)施定性風(fēng)險(xiǎn)分析....................................................................................................419

11.4 實(shí)施定量風(fēng)險(xiǎn)分析....................................................................................................428

11.5 規(guī)劃風(fēng)險(xiǎn)應(yīng)對(duì)............................................................................................................437

11.6 實(shí)施風(fēng)險(xiǎn)應(yīng)對(duì)............................................................................................................449

11.7 監(jiān)督風(fēng)險(xiǎn)...................................................................................................................453

12. 項(xiàng)目采購(gòu)管理................................................................................................................459

12.1 規(guī)劃采購(gòu)管理............................................................................................................466

12.2 實(shí)施采購(gòu).....................................................................................................................482

12.3 控制采購(gòu).....................................................................................................................492

13. 項(xiàng)目相關(guān)方管理.............................................................................................................503

13.1 識(shí)別相關(guān)方.................................................................................................................507

13.2 規(guī)劃相關(guān)方參與........................................................................................................516

13.3 管理相關(guān)方參與........................................................................................................523

13.4 監(jiān)督相關(guān)方參與........................................................................................................530

參考文獻(xiàn)...............................................................................................................................537

第二部分

項(xiàng)目管理標(biāo)準(zhǔn)

1. 引論................................................................................................................................541

1.1 項(xiàng)目和項(xiàng)目管理..........................................................................................................542

1.2 項(xiàng)目組合、項(xiàng)目集和項(xiàng)目之間的關(guān)系.....................................................................543

1.3 組織治理與項(xiàng)目治理之間的聯(lián)系.............................................................................545

1.4 項(xiàng)目成功與效益管理..................................................................................................546

1.5 項(xiàng)目生命周期..............................................................................................................547

1.6 項(xiàng)目相關(guān)方...................................................................................................................550

1.7 項(xiàng)目經(jīng)理的角色..........................................................................................................552

1.8 項(xiàng)目管理知識(shí)領(lǐng)域......................................................................................................553

1.9 項(xiàng)目管理過(guò)程組..........................................................................................................554

1.10 事業(yè)環(huán)境因素和組織過(guò)程資產(chǎn)...................................... ... ............................................557

1.11 裁剪項(xiàng)目工件................................................................. ..............................................558

2. 啟動(dòng)過(guò)程組........................................................................................................................561

2.1 制定項(xiàng)目章程..............................................................................................................563

2.2 識(shí)別相關(guān)方...................................................................................................................563

2.2.1 項(xiàng)目管理計(jì)劃組件.......................................................... ... ... ...................................564

2.2.2 項(xiàng)目文件示例........................ ... ......................................... ... ....................................564

2.2.3 項(xiàng)目管理計(jì)劃更新.................................................... ... ...... ......................................564

2.2.4 項(xiàng)目文件更新............................................................... ... ... ......................................564

3. 規(guī)劃過(guò)程組......................................................................................................................565

3.1 制定項(xiàng)目管理計(jì)劃......................................................................................................567

3.2 規(guī)劃范圍管理..............................................................................................................567

3.3 收集需求.......................................................................................................................568

3.4 定義范圍.......................................................................................................................569

3.5 創(chuàng)建 WBS......................................................................................................................570

3.6 規(guī)劃進(jìn)度管理..............................................................................................................571

3.7 定義活動(dòng).......................................................................................................................572

3.8 排列活動(dòng)順序..............................................................................................................573

3.9 估算活動(dòng)持續(xù)時(shí)間......................................................................................................574

3.9.1 項(xiàng)目管理計(jì)劃組件................................................................. ... ............................574

3.9.2 項(xiàng)目文件示例...................................................................... ... ...............................574

3.9.3 項(xiàng)目文件更新....................................................................... ... ..............................575

3.10 制定進(jìn)度計(jì)劃............................................................................................................575

3.11 規(guī)劃成本管理............................................................................................................577

3.12 估算成本.....................................................................................................................577

3.13 制定預(yù)算.....................................................................................................................578

3.14 規(guī)劃質(zhì)量管理............................................................................................................580

3.15 規(guī)劃資源管理............................................................................................................581

3.16 估算活動(dòng)資源............................................................................................................582

3.17 規(guī)劃溝通管理.............................................................................................................584

3.18 規(guī)劃風(fēng)險(xiǎn)管理............................................................................................................585

3.19 識(shí)別風(fēng)險(xiǎn).....................................................................................................................586

3.20 實(shí)施定性風(fēng)險(xiǎn)分析....................................................................................................588

3.21 實(shí)施定量風(fēng)險(xiǎn)分析....................................................................................................589

3.22 規(guī)劃風(fēng)險(xiǎn)應(yīng)對(duì)............................................................................................................590

3.23 規(guī)劃采購(gòu)管理............................................................................................................592

3.24 規(guī)劃相關(guān)方參與........................................................................................................594

4. 執(zhí)行過(guò)程組.......................................................................................................................595

4.1 指導(dǎo)與管理項(xiàng)目工作..................................................................................................597

4.2 管理項(xiàng)目知識(shí)..............................................................................................................598

4.3 管理質(zhì)量.......................................................................................................................599

4.4 獲取資源.......................................................................................................................601

4.5 建設(shè)團(tuán)隊(duì).......................................................................................................................602

4.6 管理團(tuán)隊(duì).......................................................................................................................604

4.7 管理溝通.......................................................................................................................605

4.8 實(shí)施風(fēng)險(xiǎn)應(yīng)對(duì)..............................................................................................................607

4.9 實(shí)施采購(gòu).......................................................................................................................608

4.10 管理相關(guān)方參與........................................................................................................610

5. 監(jiān)控過(guò)程組 ....................................................................................................................613

5.1 監(jiān)控項(xiàng)目工作..............................................................................................................615

5.2 實(shí)施整體變更控制......................................................................................................616

5.3 確認(rèn)范圍.......................................................................................................................618

5.4 控制范圍.......................................................................................................................619

5.5 控制進(jìn)度.......................................................................................................................621

5.6 控制成本.......................................................................................................................622

5.7 控制質(zhì)量.......................................................................................................................624

5.8 控制資源.......................................................................................................................625

5.9 監(jiān)督溝通.......................................................................................................................627

5.10 監(jiān)督風(fēng)險(xiǎn).....................................................................................................................628

5.11 控制采購(gòu).....................................................................................................................629

5.12 監(jiān)督相關(guān)方參與........................................................................................................631

6. 收尾過(guò)程組......................................................................................................................633

6.1 結(jié)束項(xiàng)目或階段..........................................................................................................634

第三部分

附錄、術(shù)語(yǔ)表、索引

附錄 X1 第六版更新..............................................................................................................639

附錄 X2 第六版《PMBOK 指南》編審人員.....................................................................651

附錄 X3 敏捷型、迭代型、適應(yīng)型和混合型項(xiàng)目環(huán)境............................ ... ..........................665

附錄 X4 知識(shí)領(lǐng)域關(guān)鍵概念總結(jié)...........................................................................................673

附錄 X5 知識(shí)領(lǐng)域裁剪考慮因素總結(jié)...................................................................................679

附錄 X6 工具與技術(shù)...............................................................................................................685

術(shù)語(yǔ)表（英文排序）...............................................................................................................695

術(shù)語(yǔ)表（中文排序）...............................................................................................................718

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