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,因此它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。
Enterprise environmental factors are the influences not under the control of the organization or the project management team that affect the organization, theproject, 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
- Market conditions
- External political conditions
- Industry standards
- 法律上的限制
内部企业环境因素的一些例子包括:
- Organizational culture
- Type of organizational structure
- Internal political conditions
- 可用资源b0b体育app
- Infrastructure
Organizational Process Assets (OPA)
在进行组织流程资产之前,让我们定义资产。
资产被定义为一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。
Assets are something that you can own, keep, and make use of at any point in time.
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.
In the same way,组织也有资产,帮助他们实现他们的目标s. 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.
一旦项目结束,这些组织过程资产就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:
- Policies
- Procedures
- 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:
- Risk 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。
There is a very famous saying in project management, “Why reinvent the wheel?” which means if you have something available to you, why would you try to remake it? You are free to update or modify elements from this category.
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
There are many differences between organizational process assets and enterprise environmental factors.
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。
Moreover, enterprise environmental factors are not easy to change; you have to live with them. Organizational process assets can be customized according to their suitability, and they make the project management team’s life much more comfortable.
重要的是要注意,组织过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,需要清楚欧洲组织适用哪个组织?表演组织是否应该考虑这些因素以使其环境完成项目,或者是应考虑p,s,r最终将转移到的p,s,r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.
Best regards to you sir,
We have to live with it and manage accordingly.
Thanks Llew for your visit.
嗨法赫德,
There seems to be a confusion even within PMBOK with regards to “personnel administration” which has been mentioned to be an organizational process asset (4.4.1.5) as well as an enterprise environmental factor (5.1.1.3, 5.2.1.6 and 5.3.1.4 )……………I wonder which one is correct?
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.
It will be great if someone could shed some light on this inconsistency.
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,
Thanks!
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下?
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它们成为组织流程资产。
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.
你的评论是什么
Change control procedure and change control system are different.
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,来自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
For me, change control procedures is nothing related to lesson learned, historical data or knowledge base. Therefore, it it better in EEF. What do you think Fahad?
嗨法赫德,
Thanks a lot for the detailed explanation and also crystal clear clarity on some of the topics mentioned.
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.
Since these are not mandatory, during fast tracking you look on these dependencies to cut the time.
嗨,法哈德,感谢您的耐心回答所有问题。在这里,我有一个混乱,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。
If this data is stored through PMIS (EEF) as a front end, is it stored in some knowledge base like Corporate Knowledge base (OPA) as a backend?
还是data remain in EEF till the project completes and then is submitted to OPA through lessons learned?
如果以软格式,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。
Not sure if this is not answered deliberately. The question asks if PMIS is considered OPA or EEF. Interestingly enough in PMBOK v6 it is sometimes shown under EEF and othertimes under OPA. Very confusing and clarity would be appreciated.
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 – Condition (internal and external) under which you have to work. You have not choice. You cannot change it, it affects everybody (Cold weather, the law, harsh governmental policies, high altitude, unfriendly co-worker/work culture, functional matrix org, projectized org, etc)
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,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
你的理解是正确的。
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!
PMIS -> Enterprise Environmental Factors
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“……可以根据适用性进行定制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),该政策无法定制我的项目,因此可以受到约束,而不是支持。
2. Organization structure – I really need some help here – how would the org. structure an EEF? Please help.
如果您发现任何新的最佳实践,则可以更新过程。同样,政策也可以更改。
Organizational structure is environment in which you have work. For example if you working in weak matrix organization, you may have to approach the functional manager for you needs.
Great work Mr. Usmani.
PMIS -> Enterprise Environmental Factors
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.
Thank you Mr JP for stopping by and providing the feedback on EEF from a financial accounting perspective.
Fahad,我如何对以下项目进行分类,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.
Hello Janaka, as per my understanding, items can be categorized as follow:
PMIS -> Enterprise Environmental Factors
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