9.1 Plan Resource Management

Description: it is the process of defining how to estimate, acquire, manage, and use team and physical resources. Project resources may include

• Team members,
• Supplies,
• Materials,
• Equipment,
• Services and
• Facilities.

Source of resources:

• Internal assets or
• From outside the organization through a procurement process.

Key benefit: it establishes the approach and level of management effort needed for managing project resources based on the type and complexity of the project.

Frequency: once or at predefined points in the project.

Process/ Asset Class	Input	The Process	Output	Process/ Asset Class
4.1 Develop Project Charter	Project Charter	9.1 Plan Resource Management	Resource management plan	Project Management Plan
Project Management Plan	Quality Management plan		Team charter	Project Documents
	Scope baseline		Assumption log
Project Documents	Project schedule		Risk register
	Requirements documentation
	Risk register
	Stakeholder register
Enterprise/ Organization	Enterprise environmental factors
	Organizational process assets

9.1.1 Inputs

9.1.1.1 Project Charter

The high-level project description and requirements. It also has the key stakeholder list, summary milestones, and preapproved financial resources.

9.1.1.2 Project Management Plan

Include:

• Quality management plan. The level of resources that will be required to achieve and maintain the defined level of quality.
• Scope baseline. The deliverables that drive the types and quantities of resources.

9.1.1.3 Project Documents

Inputs:

• Project schedule. The timeline for needed resources.
• Requirements documentation. The type and amount of resources.
• Risk register. Information on threats and opportunities.
• Stakeholder register. Stakeholders who have a particular interest in or an impact on resources needed for the project. Who can influence the use of one kind of resource over another.

9.1.1.4 Enterprise Environmental Factors

Include:

• Organizational culture and structure,
• Geographic distribution of facilities and resources,
• Existing resources competencies and availability, and
• Marketplace conditions.

9.1.1.5 Organizational Process Assets

Include:

• Human resource policies and procedures,

• Physical resource management policies and procedures,
• Safety policies,
• Security policies,
• Templates for the resource management plan, and
• Historical information for similar projects.

9.1.2 Tools and Techniques

9.1.2.1 Expert Judgement

On topics:

• Negotiating for the best resources within the organization;
• Talent management and personnel development;
• Determining the preliminary effort level needed to meet project objectives;
• Determining reporting requirements based on the organizational culture;
• Estimating lead times required for acquisition, based on lessons learned and market conditions;
• Identifying risks associated with resource acquisition, retention, and release plans;
• Complying with applicable government and union regulations; and
• Managing sellers and the logistics effort to ensure materials a supplies are available when needed.

9.1.2.2 Data Representation

Charts.

• Hierarchical charts.
• Work breakdown structures (WBS).
• Organizational breakdown structure (OBS)
• Resource breakdown structure. A hierarchical list of team and physical resources related by category and resource type that is used for planning, managing and controlling project work. Each descending (lower) level represents an increasingly detailed description of the resource until the information is small enough to be used in conjunction with the work breakdown structure (WBS) to allow the work to be planned, monitored, and controlled.
• Assignment Matrix. A RAM shows the project resources assigned to each work package. It is used to illustrate the connections between work packages, or activities, and project team members. The matrix format shows all activities associated with one person and all people associated with one activity. This also ensures that there is only one person accountable for any one task to avoid confusion about who is ultimately in charge or has authority for the work.

• Text-oriented formats.

9.1.2.3 Organizational Theory

Information regarding the way in which people, teams, and organizational units behave. It is important to recognize that the organization's structure and culture impacts the project organizational structure.

9.1.2.4 Meetings

9.1.3 Outputs

9.1.3.1 Resource Management Plan

It is the component of the project management plan that provides guidance on how project resources should be categorized, allocated, managed, and released. It may be divided between the team management plan and physical resource management plan according to the specifics of the project.

Includes:

• Identification of resources. Methods for identifying and quantifying team and physical resources needed.
• Acquiring resources. Guidance on how to acquire team and physical resources for the project.
• Roles and responsibilities:
  • Role. The function assumed by, or assigned to, a person in the project.
  • Authority. The rights to apply project resources, make decisions, sign approvals, accept deliverables, and influence others to carry out the work of the project. Team members operate best when their individual levels of authority match their individual responsibilities.
  • Responsibility. The assigned duties and work that a project team member is expected to perform in order to complete the project's activities.
  • Competence. The skill and capacity required to complete assigned activities within the project constraints.
• Project organization charts. A project organization chart is a graphic display of project team members and their reporting relationships. It can be formal or informal, highly detailed or broadly framed, based on the needs of the project.
• Project team resource management. Guidance on how project team resources should be defined, staffed, managed, and eventually released.
• Training.
• Team development.
• Resource control.
• Recognition plan.

9.1.3.2 Team Charter

It is a document that establishes the team values, agreements, and operating guidelines for the team. Includes:

• Team values,
• Communication guidelines,
• Decision-making criteria and process,
• Conflict resolution process,
• Meeting guidelines, and
• Team agreements.

Early commitment to clear guidelines decreases misunderstandings and increases productivity.

9.1.3.3 Project Documents Updates

Include:

• Assumption log. Assumptions regarding the availability, logistics requirements, and location of physical resources as well as the skill sets and availability of team resources.
• Risk register. Risks associated with team and physical resource availability or other known resource-related risks.