Plan Resource Management is the process of defining how to estimate, acquire, manage, and use team and physical resources. This process is performed once or at predefined points in the project.

INPUTS

Project charter
Project management plan
• Quality management plan
• Scope baseline
Project documents
• Project schedule
• Requirements documentation
• Risk register
• Stakeholder register
Enterprise environmental factors
Organizational process assets

TOOLS & TECHNIQUES

Expert judgment
Data representation
• Hierarchical charts
• Responsibility assignment matrix
• Text-oriented formats
Organizational theory
Meetings

OUTPUTS

Resource management plan
Team charter
Project documents updates
• Assumption log
• Risk register

Create Project Management Tasks

In the Planning list, representing Planning Process Group, create the Plan resource management task and subtasks corresponding to the output of the Plan Resource Management process:

  • Develop resource management plan
  • Develop team charter
  • Update project documents

Create Project Management Documents

In the Docs section, create the output documents:

  • Resource Management Plan
  • Team Charter

The resource management plan is the component of the project management plan that provides guidance on how project resources should be categorized, allocated, managed, and released. It may include:

  • Identification of resources
  • Acquiring resources
  • Roles and responsibilities
  • Project organization charts
  • Project team resource management
  • Training
  • Team development
  • Resource control
  • Recognition plan

The team charter is a document that establishes the team values, agreements, and operating guidelines for the team. It may include:

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

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