Though the nature of a project 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.
企业环境因素和组织过程资产在bob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.
Please note that you may or may not see a direct question on these topics in the exam, but having a better understanding of EEF and OPA will undoubtedly help you on your test.
企业环境因素(EEF)
First, we should understand the word “environment” before we start to discuss enterprise environmental factors.
You can define the environment as anything related to the natural world and the impact of human activity or its condition, or the culture that an individual lives in, and the people and institutions with whom they interact (Wikipedia).
由于我们生活在环境中,因此以某种方式影响了我们的行为。
For instance, in cold weather, we need to wear woolen clothes to keep ourselves warm. The cold weather is the “environment” that forces us to cover ourselves with woolen clothes.
这是冷环境对我们的影响。
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project, and its outcome. Every organization has to exist and work within the EEF.
这些影响可能会对您的项目限制产生积极或负面的影响,尽管通常会影响负面影响。
Enterprise environment factors can be either internal or external.
Examples of external enterprise environmental factors are as follows:
- 政府规章
- 市场条件
- External political conditions
- 行业标准
- 法律上的限制
内部企业环境因素的一些例子包括:
- 组织文化
- Type of organizational structure
- 内部政治条件
- 可用资源b0b体育app
- Infrastructure
组织过程资产(OPA)
在进行组织流程资产之前,让我们定义资产。
资产被定义为个人或公司拥有的有用或有价值的实体或财产,具有价值,可用于满足债务,承诺或遗产。
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.
以同样的方式组织also have assets that help them achieve their goals. Here these assets are called organizational process assets. These OPAs are inputs of almost all processes of the PMBOK Guide. The project management team may modify these OPAs according to their requirements.
项目结束后,这些组织流程资产可以存储在中央存储库中,以便可以在任何未来的项目需要时使用它们。
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
- 标准模板
- 一般准则
The project management team cannot update or modify these elements usually, as they have been provided by the organization. However, a project manager can provide feedback or suggestions, and higher management can make a decision to update or modify.
The second category comprises the corporate knowledge base for storing and retrieving information. For example:
- 风险register
- 得到教训
- 利益相关者登记册
- Past project files
- Historical information
这些组织流程资产影响了项目的成功,并且随着组织变得更大,它们会不断增长。
让我们说您处于识别风险过程中。您决定通过使用清单开始识别风险。
您不会从头开始创建此清单;您将查看任何过去的项目记录,以找到风险清单并根据您的项目要求对其进行自定义。这将为您节省很多时间。
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。
Organizational process assets are used extensively in project management. It is the responsibility of the project management team to look for any relevant documents in historical records before starting to build something from scratch.
组织过程资产和企业环境因素(EEF与OPA)之间的差异
组织过程资产和企业环境因素之间存在许多差异。
组织流程资产可帮助组织改善其流程,帮助项目管理团队学习,并通过使用集体知识库来分享最佳实践。
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。
例如,如果政府增加税收,它将对您的利润产生负面影响;但是,如果他们减少税收,您的利润将会增加。
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它。
概括
Enterprise environmental factors (EEF) and organizational process assets (OPA) are the most widely referred to influences in the PMBOK Guide. EEFs provide you with a controlled environment in which your organization lives and you complete your project. OPAs help you by providing all corporate knowledge, policies, procedures, etc.
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。
你好法哈德,
Thank you for this explanatory article. It is really helpful for those who are studying for the exam.
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.
Sometimes it is useful and other times not. You may be restricted to use only the prequalified sellers, so it is an EEF.
嗨,很棒的话题和清晰!
我正在为考试做准备,需要清楚地知道EEF适用哪个组织?表演组织是否应该考虑到其环境来完成项目的这些因素,还是应考虑p,s,r最终将转移到p,s,r的索取org的因素?PMBOK清楚地表明,OPA是由表演组织使用的,并且对EEF尚不清楚。我最近完成了一门课程,讲师说他们适用于请求组织,但是丽塔·穆尔卡希(Rita Mulcahy)说表演组织。
绝望的嘶嘶声清晰!
The PMBOK has dedicated a whole chapter on it.
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?
To make things even worse, by contradicting the concept that “policies are OPAs”, Personnel Administration Policies are mentioned under enterprise environmental factors in 10.1.1.4, 10.2.1.4, 13.2.1.5, 13.3.1.3 & 13.4.1.4.
如果有人能阐明这种不一致,那将是很棒的。
Thanks for the helpful info! I understand the difference between OPA’s and EEFs but since they are an input to or output of most of the processes, is there a handy list of processes where OPA’s and/or EEFs are NOT an input or output? This would just make it easier in terms of trying to manage all the ITTOs and focus one the ones that are process or knowledge area specific,
谢谢!
您可以假设它是始终所有过程的输入。无法想到将它们作为输入的任何过程。
确实,这是我看到的定义EEF&OPA的最佳解释。但是我对您指定为EEF的质量控制系统有些困惑
但是我可以看到它是因为公司可以更改系统 - 如果他们的另一种更好的做法将改善项目 - 因此应该在OPA下进行……。您可以向我解释为什么它在EEF下而不是OPA?
您的时间和帮助非常感谢,并提前感谢。
Yes, company can change the system, Government can change the regulation, market condition can also change, and political environment can also change.
A better regulation can come, and a favorable political environment can happen as well.
但是这些变化并不能使他们成为组织流程资产。
制造更多混乱,在第八page12丽塔玛尔卡茜8, 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.
你的评论是什么
更改控制程序和变更控制系统不同。
政策和程序是组织过程的一部分,因此变更控制程序也将成为OPA的一部分。
PMBOK®指南 - 第五版,第75页说:“组织过程资产……包括:标准化指南,工作说明,提案评估标准,变更控制程序,先前项目的项目文件,配置管理知识库等”。PMBOK®指南 - 第五版,第75页
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. Digressing to a different level, am confused about the term “Discretionary dependency” and why we need to eliminate discretionary dependencies during fast-tracking to control the schedule?
Your thoughts are much appreciated.
Discretionary dependency are recommended dependency which some times take extra time.
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。
嗨,法哈德,感谢您的耐心回答所有问题。在这里,我感到困惑,寻求您的帮助。
当项目仍在运行时,所有项目数据存储在哪里?诸如PM计划,项目文档,工作绩效数据,工作绩效报告之类的数据。
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?
如果以软格式使用,它将存储在计算机服务器中。否则,只要项目活跃,项目经理就会与他保持联系,后来可以将其转移到某个档案店。
Location is not important, important is its storage.
如果是软格式,那么它存储在哪种数据库中?它在OPA还是EEF下?该方案是关于项目关闭之前的项目数据。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。
是的,您是对的,但是,PMI通常是EEF。
Please oblige my question. I know it has been asked before, but I’m still struggling to understand the distinctions:
My understanding:
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 - ((仅内部)工具,技术,信息或知识,影响实际的“工作” - 他们可以帮助或指导您完成工作(指南,程序,过去项目的历史信息,学习的经验教训)。
我的问题:公司政策属于什么?
一方面,我无法控制公司政策,必须遵守它,使其成为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.
政策是OPA,因为它们是由您的组织设计的,可以帮助您成功完成该项目。
你好,
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
质量控制系统 - >企业环境因素
Environment and Legal Procedures ->Organisational Process Assets
Organisational Policies -> Organisational Process Assets
非常感谢Fahad的解释。非常乐于助人,您的例子确实帮助我清除了关于OPA和EEF的大部分困惑。但是,他们中的几个仍然仍然存在,尊重您的所有努力和知识。
For the purpose of clarification – please bear with me.
1.您已经提到“……可以根据适用性定制OPA,它们使项目管理团队的生活更加轻松”。政策,程序,计划和知识基础是无UPA。在这里,我有点困惑,我对政策和程序的理解是,它们是组织拥有的“资产”,并在所有项目和运营活动中应用,这些活动并未单独定制用于特定的项目活动。例如,我目前的项目遵循我们组织的健康与安全政策(OPA),该政策无法为我的项目定制,因此可以受到约束,而不是支持。
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。
如果您找到任何新的最佳实践,则可以更新过程。同样,政策也可以更改。
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
质量控制系统 - >企业环境因素(因为它是EEF的一部分)
I understand the PMI calls PMIS and QCS Enterprise Environmental Factors but from a financial accounting definition perspective “”An asset is a resource controlled by the enterprise as a result of past events and from which future economic benefits are expected to flow to the enterprise.”
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,我如何对以下项目分类,它们是否属于EEF/ OPA
1. PMI-项目管理信息系统,例如项目企业解决方案,微软项目
3.质量控制系统 - 缺陷跟踪,质量检查工具
4.环境和法律程序(假定也属于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
质量控制系统 - >企业环境因素(因为它是EEF的一部分)
Environment and Legal Procedures ->Organisational Process Assets
Organisational Policies -> Organisational Process Assets