Though the nature of a项目is temporary, they are not performed in isolation. They work in a controlled environment and are affected by Enterprise Environmental Factors (EEF) and Organizational Process Assets (OPA).
The Project Management Institute terms them as influences. Enterprise environmental factors can be internal or external, while organizational process assets are always internal to an organization.
Enterprise environmental factors and organizational process assets are widely discussed in thebob手机客户端and are inputs of almost all processes. You must have a thorough understanding of EEF vs OPA.
Although the concepts are straightforward, many PMP aspirants fail to understand them and often make mistakes on the exam.
请注意,您可能会或可能不会在考试中看到有关这些主题的直接问题,但是对EEF和OPA有了更好的了解,无疑会帮助您进行考试。
Enterprise Environmental Factors (EEF)
首先,在开始讨论企业环境因素之前,我们应该理解“环境”一词。
您可以将环境定义为与自然世界以及人类活动或其状况的影响,个人所居住的文化以及与之互动的人民和机构(Wikipedia)。
Since we live in an environment, it influences our behavior in a certain way.
例如,在寒冷的天气中,我们需要穿羊毛衣服以保持自己的温暖。寒冷的天气是“环境”,迫使我们用羊毛衣服掩盖自己。
This is the impact of a cold environment on us.
现在,我们来到企业环境因素。
企业环境因素是影响组织或影响组织的项目管理团队的影响项目, and its outcome. Every organization has to exist and work within the EEF.
These influences may have positive or negative impacts on your project constraints, though often, the impact is negative.
Enterprise environment factors can be either internal or external.
外部企业环境因素的示例如下:
- Government regulations
- 市场条件
- External political conditions
- 行业标准
- Legal restrictions
A few examples of internal enterprise environmental factors include:
- 组织文化
- Type of organizational structure
- 内部政治条件
- Available resources
- Infrastructure
组织流程资产(OPA)
Before moving onto the organizational process assets, let us define assets.
An asset is defined as a useful or valuable entity or property owned by a person or company, which has value and is available to meet debts, commitments, or legacies.
资产是您可以在任何时间点拥有,保留和利用的东西。
Examples of assets are numerous; you can have a car, which helps you move around, a house to live in, a computer to work on… the list is endless.
以同样的方式organizations还拥有帮助他们实现目标的资产。在这里,这些资产称为组织流程资产。这些OPA是PMBOK指南几乎所有过程的输入。bob手机客户端项目管理团队可以根据他们的要求修改这些飞散。
Once the project has ended, these organizational process assets can be stored in a central repository so that they can be used whenever required for any future projects.
Organizational process assets can be divided into two categories.
The first is for processes, policies, and procedures for conducting work, which includes the following:
- 政策
- 程序
- Standard templates
- General guidelines
项目管理团队通常不能像组织提供的那样更新或修改这些元素。但是,项目经理可以提供反馈或建议,高级管理人员可以决定更新或修改。
The second category comprises the corporate knowledge base for storing and retrieving information. For example:
- 风险register
- Lessons learned
- Stakeholder register
- Past project files
- Historical information
These organizational process assets influence the project’s success, and they keep growing as the organization becomes larger.
让我们说你在识别风险process. You decide to start identifying risks by using a checklist.
You are not going to create this checklist from scratch; you will look at any similar past project records to find a risk checklist and customize it as per your project requirements. This will save you a lot of time.
项目管理中有一个非常著名的说法:“为什么要重新发明轮子?”这意味着如果您有东西可以使用,为什么要尝试重新制作?您可以自由更新或修改此类别的元素。
组织流程资产广泛用于项目管理。项目管理团队的责任是在开始从头开始构建某些东西之前在历史记录中寻找任何相关文档。
The Difference Between Organizational Process Assets and Enterprise Environmental Factors (EEF Vs OPA)
组织过程资产和企业环境因素之间存在许多差异。
Organizational process assets help organizations to improve their processes, help project management teams to learn, and share best practices by using a collective knowledge base.
另一方面,企业环境因素可能会或可能不会帮助您的组织。这些是您的组织必须工作的条件,并且不属于项目管理团队的控制。
For example, if the government increases taxes, it will affect your profits negatively; however, if they decrease taxes, your profits will increase.
此外,企业环境因素不容易改变。你必须和他们一起生活。组织流程资产可以根据其适用性进行定制,并使项目管理团队的生活更加舒适。
重要的是要注意,组织流程资产始终支持项目团队,而企业环境因素可以帮助或阻碍。
Summary
企业环境因素(EEF)和组织过程资产(OPA)是PMBOK指南中最广泛地提到的影响。bob手机客户端EEFS为您提供了组织居住并完成项目的受控环境。OPA通过提供所有公司知识,政策和程序等来为您提供帮助。
You have to understand these influences as they are inputs of most processes and you have to manage your project within them.
您的项目如何受企业环境因素和组织流程资产(EEF和OPA)的影响?请在评论部分中分享您的想法。
Hello Fahad,
谢谢您的解释性文章。对于那些正在学习考试的人来说,这确实很有帮助。
Could you please clarify on a practice question that I have encountered: Why the pre-qualified sellers list considered an EEF instead of OPA? Because from my point of view this list is a documentation that aids the PM when planning procurement.
提前感谢你拨冗clarify.
有时它很有用,而有时则无济于事。您可能仅限于仅使用预先资格的卖家,因此它是EEF。
Hi great topic and clarity!
I’m preparing for the exam and need clarity as to which organization the EEF apply to? Should the performing org be considering these factors for their environment to complete the project or are they factors that should be considered for the requesting org where the P, S, R will eventually be transferred to? PMBOK is clear that OPA are used by and specific to the performing org, however not clear about EEF. I recently completed a class where instructor stated they apply to the requesting org however Rita Mulcahy is stating the performing org.
DESPERATING seaking clarity!!
PMBOK专门针对它的整章。
Please refer chapter-2 (THE ENVIRONMENT IN WHICH PROJECTS OPERATE) for complete understanding of the topic.
This is a good topic and very enlightening. Environmental regulations are hurtling companies presently. About fifty years ago and even much longer than that organizations were not under heavy regulations regarding environmental concerns. In our present time period companies pay heavily for environmental infractions.
先生,最好的问候
我们必须忍受并相应地管理。
Thanks Llew for your visit.
Hi Fahad,
对于“人事管理”,即使在PMBOK内部似乎也存在混乱,这被认为是组织流程资产(4.4.1.5)以及企业环境因素(5.1.1.1.3、5.2.1.6和5.3.1.6和5.3.1.4)………………我想知道哪一个是正确的?
为了使事情变得更糟,通过与“政策是飞散”的概念相矛盾,在10.1.1.4、10.2.1.4、10.2.1.4、13.2.1.5、13.3.1.3&13.4.1.4中提到了人事管理政策。
如果有人能阐明这种不一致,那将是很棒的。
感谢您提供的有用信息!我了解OPA和EEFS之间的区别,但是由于它们是大多数流程的输入或输出,是否有方便的过程列表OPA和/或EEF不是输入或输出?这只是在尝试管理所有iTTO的方面变得更容易,并将其集中在过程或知识领域的特定方面,
谢谢!
You can assume it is input to always all processes. Cannot think of any process which will have them as an input.
really it is the best explanation I have seen to define the EEF & OPA. but I have a little confuse regarding to the quality control system that you specified as EEF
but I can see it as company can change the system – if their is another better practice will improve the projects- so it should be under OPA….can you please explain me why it goes under EEF and not under OPA?
your time and help is really appreciated and thanks in advance.
是的,公司可以改变系统,政府可以改变法规,市场状况也可以改变,政治环境也会改变。
A better regulation can come, and a favorable political environment can happen as well.
But these change do not make them organizational process assets.
To make more confusion, in Rita Mulcahy 8th page128, the definition of Change Control System is “Many organizations have a change control system as part of their PMIS. This system includes …procedures and software to track control changes. It is part of an organization’s EEF”.
Look, according to Rita, the Change Control Procedures is included in the PMIS, and PMIS is part of EEF. Hence the change control procedures must be part of EEF. But PMBOK page 147 defines that OPA includes Change Control Procedures.
What is your comment Fahad
更改控制程序和变更控制系统不同。
政策and procedures are part of organizational process so the change control procedure will also be a part of OPA.
PMBOK® Guide – Fifth Edition, page 75 says “The organizational process assets …include : standardized guidelines, work instructions, proposal evaluation criteria, change control procedures, project files from previous projects, configuration management knowledge base, etc”. PMBOK® Guide – Fifth Edition, page 75
对我来说,变更控制程序与学习的教训,历史数据或知识库无关。因此,它在EEF中更好。您认为法哈德是什么?
Hi Fahad,
非常感谢您对提到的一些主题的详细说明以及清晰的清晰度。
1.离题到另一个级别,对“酌处权依赖性”一词感到困惑,以及为什么我们需要在快速跟踪过程中消除可支配的依赖性以控制时间表?
Your thoughts are much appreciated.
建议对依赖性依赖,有时需要额外的时间。
由于这些不是强制性的,因此在快速跟踪期间,您查看这些依赖性以缩短时间。
Hi Fahad, thanks for your patience to answer all questions. Here i have a confusion and seek your help.
While the project is still running where is all project data stored? data like PM plan, Project documents, Work performance data, Work performance reports.
如果该数据通过PMI(EEF)作为前端存储,是否将其存储在某些知识库中,例如公司知识库(OPA)作为后端?
Or does it data remain in EEF till the project completes and then is submitted to OPA through lessons learned?
If it is in soft format, it will be stored in computer servers. Otherwise as long as the project is active the project manger will keep it with him and later it can be transferred to some archiving store.
Location is not important, important is its storage.
If it is in soft format then what kind of database is it stored in? Does it come under OPA or EEF? The scenario is about project data before the project is closed. TIA.
它可以存储在PMI中。
不确定是否没有故意回答。问题询问PMI是OPA还是EEF。有趣的是,在PMBOK V6中,有时在EEF和其他时间下显示在OPA下。非常混乱和清晰将不胜感激。
Yes, you are right, however, usually PMIS is an EEF.
请迫使我的问题。我知道之前已经问过,但我仍在努力理解这些区别:
我的理解:
EEF - 您必须工作的条件(内部和外部)。你别无选择。您不能改变它,它会影响每个人(寒冷的天气,法律,严酷的政府政策,高海拔,不友好的同事/工作文化,功能矩阵组织,预测的组织等)
OPA – (Internal only) Tools, techniques, information or knowledge that affect the actual “doing of the work” – they can help or guide you do your work (guidelines, procedures, historical information from past projects, lessons learned).
My question: What does company policy fall under?
On one hand, I cannot control company policy and must abide by it, making it an EEF
On the other hand, I need to know the policies in order to know how to do the work, making it an OPA
You understanding is correct.
政策are OPA as they are designed by your organization to help you successfully complete the project.
Hi,
I have confusion between OPA and EEF and found your website. Looking at the comments and I see your categorization of these examples below. I don’t understand the rationale even though I feel I know what you mean by the article. Can you please elaborate more or relate it to the article definition for my better understanding? Thanks lot!
PMI->企业环境因素
Quality Controlling Systems -> Enterprise Environmental Factors
Environment and Legal Procedures ->Organisational Process Assets
组织政策 - >组织流程资产
Thanks so much Fahad for this explanation. Very helpful and your examples really helped me clear majority of my confusions regarding OPA and EEF. However couple of them still remains, respecting all your efforts and knowledge.
For the purpose of clarification – please bear with me.
1.你有提到,“……OPA可以定制according to the suitability, and they make the project management team’s life much easier”. Policies, procedures, plans and knowledge bases are OPAs. Here I am little bit confused, my understanding of policies and procedures is that they are “assets” owned by the organization and applied across all project and operational activities, which are not individually customized for a particular project activity. For example, my current project follows the Health and Safety Policy (OPA) of our organization which cannot be customized for my project and hence a constraint, rather than a support.
2.组织结构 - 我在这里确实需要一些帮助 - 组织将如何。构建eef?请帮忙。
If you find any new best practice, procedure can be update. Likewise policy can also be changed.
组织结构是您有工作的环境。例如,如果您在弱矩阵组织中工作,则可能必须根据需要与功能管理器联系。
Great work Mr. Usmani.
PMI->企业环境因素
Quality Controlling Systems -> Enterprise Environmental Factors (Since it is a part of the EEF)
我了解PMI调用PMI和QCS企业环境因素,但从财务会计定义角度来看,“资产”是由企业控制的资源,这是由于过去的事件而受到企业的控制,并且预计未来的经济利益将带给企业。”
Thus, some PMIS and QCS and Infractructure can be considered assets. For instance, customized software for Accounting/Auditing Information System.
感谢JP先生从财务会计角度停止并提供有关EEF的反馈。
Fahad, How do I categorize following items whether they are belong to EEF/ OPA
1.PMIS – Project Management Information Systems e.g. Project Enterprise Solutions, Microsoft Project
3.质量控制系统 - 缺陷跟踪,质量检查工具
4. Environment and Legal Procedures (assumed that also belong EEF)
5. Any other organizational policies which are not directly relating to project environment.
您好Janaka,根据我的理解,可以将项目分类如下:
PMI->企业环境因素
Quality Controlling Systems -> Enterprise Environmental Factors (Since it is a part of the EEF)
Environment and Legal Procedures ->Organisational Process Assets
组织政策 - >组织流程资产