Management de projets, programmes et portefeuilles -- Recommandations sur le management de projets

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Published
Publication Date
21-Dec-2020
Current Stage
5060 - Close of voting Proof returned by Secretariat
Start Date
02-Dec-2020
Completion Date
21-Dec-2020
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23-Apr-2020

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INTERNATIONAL ISO
STANDARD 21502
First edition
Project, programme and portfolio
management — Guidance on project
management
Management de projets, programmes et portefeuilles —
Recommandations sur le management de projets
PROOF/ÉPREUVE
Reference number
ISO 21502:2020(E)
ISO 2020
---------------------- Page: 1 ----------------------
ISO 21502:2020(E)
COPYRIGHT PROTECTED DOCUMENT
© ISO 2020

All rights reserved. Unless otherwise specified, or required in the context of its implementation, no part of this publication may

be reproduced or utilized otherwise in any form or by any means, electronic or mechanical, including photocopying, or posting

on the internet or an intranet, without prior written permission. Permission can be requested from either ISO at the address

below or ISO’s member body in the country of the requester.
ISO copyright office
CP 401 • Ch. de Blandonnet 8
CH-1214 Vernier, Geneva
Phone: +41 22 749 01 11
Email: copyright@iso.org
Website: www.iso.org
Published in Switzerland
ii PROOF/ÉPREUVE © ISO 2020 – All rights reserved
---------------------- Page: 2 ----------------------
ISO 21502:2020(E)
Contents Page

Foreword ........................................................................................................................................................................................................................................vi

Introduction ..............................................................................................................................................................................................................................vii

1 Scope ................................................................................................................................................................................................................................. 1

2 Normative references ...................................................................................................................................................................................... 1

3 Terms and definitions ..................................................................................................................................................................................... 1

4 Project management concepts ............................................................................................................................................................... 4

4.1 Overview ...................................................................................................................................................................................................... 4

4.1.1 General...................................................................................................................................................................................... 4

4.1.2 Projects ...................................................................... ............................................................................................................... 5

4.1.3 Project management ..................................................................................................................................................... 6

4.2 Context ........................................................................................................................................................................................................... 6

4.2.1 Impact of a project’s context .................................................................................................................................. 6

4.2.2 Organizational strategy and projects ............................................................................................................. 6

4.2.3 Customer and supplier perspective................................................................................................................. 7

4.2.4 Project constraints ......................................................................................................................................................... 8

4.2.5 Projects as stand-alone, part of a programme or part of a portfolio .................................. 8

4.3 Project governance .............................................................................................................................................................................. 9

4.3.1 Governance framework ........................................................................................................................................... ... 9

4.3.2 Business case ...................................................................................................................................................................... 9

4.4 Project life cycle ..................................................................................................................................................................................... 9

4.5 Project organization and roles ...............................................................................................................................................10

4.5.1 Project organization ...................................................................................................................................................10

4.5.2 Sponsoring organization ........................................................................................................................................12

4.5.3 Project board ....................................................................................................................................................................12

4.5.4 Project sponsor ..............................................................................................................................................................12

4.5.5 Project assurance .........................................................................................................................................................13

4.5.6 Project manager ............................................................................................................................................................13

4.5.7 Project office .....................................................................................................................................................................14

4.5.8 Work package leader .................................................................................................................................................14

4.5.9 Project team members .............................................................................................................................................14

4.5.10 Project stakeholders ..................................................................................................................................................15

4.5.11 Other roles ..........................................................................................................................................................................15

4.6 Competencies of project personnel ....................................................................................................................................15

5 Prerequisites for formalizing project management .....................................................................................................16

5.1 Overview ...................................................................................................................................................................................................16

5.2 Considerations for implementing project management ..................................................................................16

5.3 Continuous impr ovement of the project management environment ...................................................16

5.4 Alignment with organizational processes and systems ...................................................................................17

6 Integrated project management practices .............................................................................................................................18

6.1 Overview ...................................................................................................................................................................................................18

6.2 Pre-project activities .......................................................................................................................................................................19

6.3 Overseeing a project ........................................................................................................................................................................20

6.4 Directing a project .............................................................................................................................................................................20

6.5 Initiating a project .............................................................................................................................................................................21

6.5.1 Overview ..............................................................................................................................................................................21

6.5.2 Project team mobilization .....................................................................................................................................21

6.5.3 Project governance and management approach ...............................................................................21

6.5.4 Initial project justification ....................................................................................................................................21

6.5.5 Initial project planning ............................................................................................................................................22

6.6 Controlling a project ........................................................................................................................................................................22

6.6.1 Overview ..............................................................................................................................................................................22

6.6.2 Progressive justification .........................................................................................................................................22

© ISO 2020 – All rights reserved PROOF/ÉPREUVE iii
---------------------- Page: 3 ----------------------
ISO 21502:2020(E)

6.6.3 Managing project performance ........................................................................................................................22

6.6.4 Managing the start and close of each project phase.......................................................................23

6.6.5 Managing the start, progress and close of each work package .............................................24

6.7 Managing delivery .............................................................................................................................................................................24

6.8 Closing or terminating a project ...........................................................................................................................................25

6.9 Post-project activities.....................................................................................................................................................................26

7 Management practices for a project ..............................................................................................................................................26

7.1 Overview ...................................................................................................................................................................................................26

7.2 Planning .....................................................................................................................................................................................................27

7.2.1 Overview ..............................................................................................................................................................................27

7.2.2 Developing the plan ........................................................................................................................................... .........28

7.2.3 Monitoring the plan ....................................................................................................................................................28

7.3 Benefit management .......................................................................................................................................................................28

7.3.1 Overview ..............................................................................................................................................................................28

7.3.2 Identifying and analysing benefits ................................................................................................................28

7.3.3 Monitoring benefits ....................................................................................................................................................29

7.3.4 Maintaining benefits ..................................................................................................................................................29

7.4 Scope management ..........................................................................................................................................................................29

7.4.1 Overview ..............................................................................................................................................................................29

7.4.2 Defining the scope .......................................................................................................................................................30

7.4.3 Controlling the scope ................................................................................................................................................30

7.4.4 Confirming the scope delivery ..........................................................................................................................30

7.5 Resources management ...............................................................................................................................................................30

7.5.1 Overview ..............................................................................................................................................................................30

7.5.2 Planning the project organization .................................................................................................................31

7.5.3 Establishing the team ...............................................................................................................................................31

7.5.4 Developing the team ..................................................................................................................................................31

7.5.5 Managing the team ......................................................................................................................................................31

7.5.6 Planning, managing and controlling physical and material resources ..........................32

7.6 Schedule management ..................................................................................................................................................................32

7.6.1 Overview ..............................................................................................................................................................................32

7.6.2 Estimating activity durations .............................................................................................................................32

7.6.3 Developing the schedule ........................................................................................................................................33

7.6.4 Controlling the schedule ........................................................................................................................................33

7.7 Cost management ..............................................................................................................................................................................33

7.7.1 Overview ..............................................................................................................................................................................33

7.7.2 Estimating cost ...............................................................................................................................................................34

7.7.3 Developing the budget .............................................................................................................................................34

7.7.4 Controlling costs ...........................................................................................................................................................34

7.8 Risk management ..............................................................................................................................................................................34

7.8.1 Overview ..............................................................................................................................................................................34

7.8.2 Identifying risk ...............................................................................................................................................................35

7.8.3 Assessing risk ..................................................................................................................................................................35

7.8.4 Treating risk ......................................................................................................................................................................35

7.8.5 Controlling risk...............................................................................................................................................................35

7.9 Issues management .........................................................................................................................................................................35

7.9.1 Overview ..............................................................................................................................................................................35

7.9.2 Identifying issues .........................................................................................................................................................36

7.9.3 Resolving issues .............................................................................................................................................................36

7.10 Change control .....................................................................................................................................................................................36

7.10.1 Overview ..............................................................................................................................................................................36

7.10.2 Establishing a change control framework ..............................................................................................37

7.10.3 Identifying and assessing change requests ............................................................................................37

7.10.4 Planning the implementation of change requests ...........................................................................37

7.10.5 Implementing and closing change requests ..........................................................................................37

7.11 Quality management .......................................................................................................................................................................37

7.11.1 Overview ..............................................................................................................................................................................37

7.11.2 Planning quality .............................................................................................................................................................38

iv PROOF/ÉPREUVE © ISO 2020 – All rights reserved
---------------------- Page: 4 ----------------------
ISO 21502:2020(E)

7.11.3 Assuring quality .............................................................................................................................................................38

7.11.4 Controlling quality .................. .................................................... .................................................................................38

7.12 Stakeholder engagement .............................................................................................................................................................39

7.12.1 Overview ..............................................................................................................................................................................39

7.12.2 Identifying stakeholders ........................................................................................................................................39

7.12.3 Engaging stakeholders .............................................................................................................................................40

7.13 Communication management .................................................................................................................................................40

7.13.1 Overview ..............................................................................................................................................................................40

7.13.2 Planning communication .......................................................................................................................................40

7.13.3 Distributing information ........................................................................................................................................40

7.13.4 Monitoring the impact of communications............................................................................................41

7.14 Managing organizational and societal change ..........................................................................................................41

7.14.1 Overview ..............................................................................................................................................................................41

7.14.2 Identifying the need for change .......................................................................................................................41

7.14.3 Implementing the organizational and societal change ................................................................42

7.15 Reporting ..................................................................................................................................................................................................42

7.15.1 Overview ..............................................................................................................................................................................42

7.15.2 Planning reporting ......................................................................................................................................................42

7.15.3 Managing reporting ....................................................................................................................................................42

7.15.4 Delivering reports ........................................................................................................................................................42

7.16 Information and documentation management ........................................................................................................43

7.16.1 Overview ..............................................................................................................................................................................43

7.16.2 Identifying which information should be managed .......................................................................43

7.16.3 Storing and retrieving information and documentation ............................................................43

7.17 Procurement ..........................................................................................................................................................................................43

7.17.1 Overview ..............................................................................................................................................................................43

7.17.2 Planning procurement .............................................................................................................................................43

7.17.3 Evaluating and selecting suppliers ................................................................................................................44

7.17.4 Administering contracts .........................................................................................................................................44

7.17.5 Closing contracts ...........................................................................................................................................................44

7.18 Lessons learned ...................................................................................................................................................................................44

7.18.1 Overview ..............................................................................................................................................................................44

7.18.2 Identifying lessons ......................................................................................................................................................45

7.18.3 Disseminating lessons ..............................................................................................................................................45

Annex A (informative) Project management processes based on practices ............................................................47

Bibliography .............................................................................................................................................................................................................................52

© ISO 2020 – All rights reserved PROOF/ÉPREUVE v
---------------------- Page: 5 ----------------------
ISO 21502:2020(E)
Foreword

ISO (the International Organization for Standardization) is a worldwide federation of national standards

bodies (ISO member bodies). The work of preparing International Standards is normally carried out

through ISO technical committees. Each member body interested in a subject for which a technical

committee has been established has the right to be represented on that committee. International

organizations, governmental and non-governmental, in liaison with ISO, also take part in the work.

ISO collaborates closely with the International Electrotechnical Commission (IEC) on all matters of

electrotechnical standardization.

The procedures used to develop this document and those intended for its further maintenance are

described in the ISO/IEC Directives, Part 1. In particular, the different approval criteria needed for the

different types of ISO documents should be noted. This document was drafted in accordance with the

editorial rules of the ISO/IEC Directives, Part 2 (see www .iso .org/ directives).

Attention is drawn to the possibility that some of the elements of this document may be the subject of

patent rights. ISO shall not be held responsible for identifying any or all such patent rights. Details of

any patent rights identified during the development of the document will be in the Introduction and/or

on the ISO list of patent declarations received (see www .iso .org/ patents).

Any trade name used in this document is information given for the convenience of users and does not

constitute an endorsement.

For an explanation of the voluntary nature of standards, the meaning of ISO specific terms and

expressions related to conformity assessment, as well as information about ISO's adherence to the

World Trade Organization (WTO) principles in the Technical Barriers to Trade (TBT), see www .iso .org/

iso/ foreword .html.

This document was prepared by Technical Committee ISO/TC 258, Project, programme and portfolio

management.

This first edition of ISO 21502, together with ISO 21500:— , cancels and replaces ISO 21500:2012,

which has been technically revised. The main changes compared with ISO 21500:2012 are as follows:

a) the concept of project management has been expanded to include project-rel
...

DRAFT INTERNATIONAL STANDARD
ISO/DIS 21502
ISO/TC 258 Secretariat: ANSI
Voting begins on: Voting terminates on:
2020-06-04 2020-08-27
Project, programme and portfolio management —
Guidance on project management

Management des projets, programmes et portefeuilles — Lignes directrices sur le management de projet

ICS: 03.100.40
THIS DOCUMENT IS A DRAFT CIRCULATED
FOR COMMENT AND APPROVAL. IT IS
THEREFORE SUBJECT TO CHANGE AND MAY
NOT BE REFERRED TO AS AN INTERNATIONAL
STANDARD UNTIL PUBLISHED AS SUCH.
IN ADDITION TO THEIR EVALUATION AS
BEING ACCEPTABLE FOR INDUSTRIAL,
This document is circulated as received from the committee secretariat.
TECHNOLOGICAL, COMMERCIAL AND
USER PURPOSES, DRAFT INTERNATIONAL
STANDARDS MAY ON OCCASION HAVE TO
BE CONSIDERED IN THE LIGHT OF THEIR
POTENTIAL TO BECOME STANDARDS TO
WHICH REFERENCE MAY BE MADE IN
Reference number
NATIONAL REGULATIONS.
ISO/DIS 21502:2020(E)
RECIPIENTS OF THIS DRAFT ARE INVITED
TO SUBMIT, WITH THEIR COMMENTS,
NOTIFICATION OF ANY RELEVANT PATENT
RIGHTS OF WHICH THEY ARE AWARE AND TO
PROVIDE SUPPORTING DOCUMENTATION. ISO 2020
---------------------- Page: 1 ----------------------
ISO/DIS 21502:2020(E)
COPYRIGHT PROTECTED DOCUMENT
© ISO 2020

All rights reserved. Unless otherwise specified, or required in the context of its implementation, no part of this publication may

be reproduced or utilized otherwise in any form or by any means, electronic or mechanical, including photocopying, or posting

on the internet or an intranet, without prior written permission. Permission can be requested from either ISO at the address

below or ISO’s member body in the country of the requester.
ISO copyright office
CP 401 • Ch. de Blandonnet 8
CH-1214 Vernier, Geneva
Phone: +41 22 749 01 11
Fax: +41 22 749 09 47
Email: copyright@iso.org
Website: www.iso.org
Published in Switzerland
ii © ISO 2020 – All rights reserved
---------------------- Page: 2 ----------------------
ISO/DIS 21502:2020(E)
Contents

Foreword ....................................................................................................................................................................... vii

Introduction................................................................................................................................................................. viii

1 Scope .......................................................................................................................................................................... 1

2 Normative references .......................................................................................................................................... 1

3 Terms and definitions .......................................................................................................................................... 1

4 Project management concepts .......................................................................................................................... 4

4.1 Overview ................................................................................................................................................................... 4

4.1.1 General .................................................................................................................................................................................. 4

4.1.2 Projects ................................................................................................................................................................................. 5

4.1.3 Project management ....................................................................................................................................................... 6

4.2 Context ....................................................................................................................................................................... 6

4.2.1 Impact of a project’s context ........................................................................................................................................ 6

4.2.2 Organizational strategy and projects ....................................................................................................................... 6

4.2.3 Customer and supplier perspective .......................................................................................................................... 7

4.2.4 Project constraints ........................................................................................................................................................... 8

4.2.5 Projects as standalone, part of a programme or part of a portfolio ............................................................ 8

4.3 Project governance ............................................................................................................................................... 9

4.3.1 Governance framework.................................................................................................................................................. 9

4.3.2 Business case ...................................................................................................................................................................... 9

4.4 Project life cycle .................................................................................................................................................. 10

4.5 Project organization and roles ...................................................................................................................... 11

4.5.1 Project organization ...................................................................................................................................................... 11

4.5.2 Sponsoring organization .............................................................................................................................................. 12

4.5.3 Project board or steering committee ..................................................................................................................... 13

4.5.4 Project sponsor ................................................................................................................................................................ 13

4.5.5 Project assurance ............................................................................................................................................................ 14

4.5.6 Project manager .............................................................................................................................................................. 14

4.5.7 Project office ..................................................................................................................................................................... 14

4.5.8 Work package leader ..................................................................................................................................................... 15

4.5.9 Project team members ................................................................................................................................................. 15

4.5.10 Project stakeholders ...................................................................................................................................................... 15

4.5.11 Other roles ......................................................................................................................................................................... 16

4.6 Competencies of project personnel.............................................................................................................. 16

5 Prerequisites for formalising project management .............................................................................. 17

5.1 Overview ................................................................................................................................................................ 17

5.2 Considerations for implementing project management ...................................................................... 17

5.3 Continuous improvement of the project management environment .............................................. 17

5.4 Alignment with organizational processes and systems ........................................................................ 18

6 Integrated project management practices ................................................................................................ 19

6.1 Overview ................................................................................................................................................................ 19

6.2 Pre-project activities ......................................................................................................................................... 20

6.3 Overseeing a project .......................................................................................................................................... 21

6.4 Directing or sponsoring a project ................................................................................................................. 21

6.5 Initiating a project .............................................................................................................................................. 22

6.5.1 Overview ............................................................................................................................................................................ 22

6.5.2 Project team mobilization ........................................................................................................................................... 22

6.5.3 Project governance and management approach ............................................................................................... 22

6.5.4 Initial project justification ........................................................................................................................................... 22

6.5.5 Initial project planning ................................................................................................................................................. 23

© ISO 2020 – All rights reserved iii
---------------------- Page: 3 ----------------------
ISO/DIS 21502:2020(E)

6.6 Controlling a project .......................................................................................................................................... 23

6.6.1 Overview ............................................................................................................................................................................ 23

6.6.2 Rolling justification ........................................................................................................................................................ 23

6.6.3 Managing project performance ................................................................................................................................. 23

6.6.4 Managing the start and close of each project phase ......................................................................................... 24

6.6.5 Managing the start, progress and close of each work package .................................................................... 25

6.7 Managing delivery .............................................................................................................................................. 25

6.8 Closing or terminating a project ................................................................................................................... 26

6.9 Post-project activities ....................................................................................................................................... 27

7 Management practices for a project ............................................................................................................ 27

7.1 Overview ................................................................................................................................................................ 27

7.2 Planning ................................................................................................................................................................. 28

7.2.1 Overview ............................................................................................................................................................................ 28

7.2.2 Developing the plan ....................................................................................................................................................... 28

7.2.3 Monitoring the plan ....................................................................................................................................................... 29

7.3 Benefit management ......................................................................................................................................... 29

7.3.1 Overview ............................................................................................................................................................................ 29

7.3.2 Identifying and analysing benefits .......................................................................................................................... 29

7.3.3 Monitoring benefits ....................................................................................................................................................... 30

7.3.4 Maintaining benefits ...................................................................................................................................................... 30

7.4 Scope management ............................................................................................................................................ 30

7.4.1 Overview ............................................................................................................................................................................ 30

7.4.2 Defining scope .................................................................................................................................................................. 31

7.4.3 Controlling scope ............................................................................................................................................................ 31

7.4.4 Confirming scope delivery .......................................................................................................................................... 31

7.5 Resources management ................................................................................................................................... 31

7.5.1 Overview ............................................................................................................................................................................ 31

7.5.2 Planning the project organization ........................................................................................................................... 32

7.5.3 Establishing the team .................................................................................................................................................... 32

7.5.4 Developing the team ...................................................................................................................................................... 32

7.5.5 Managing the team ......................................................................................................................................................... 32

7.5.6 Planning, managing and controlling physical and material resources ..................................................... 33

7.6 Schedule management ...................................................................................................................................... 33

7.6.1 Overview ............................................................................................................................................................................ 33

7.6.2 Estimating activity durations .................................................................................................................................... 33

7.6.3 Developing the schedule .............................................................................................................................................. 34

7.6.4 Controlling the schedule .............................................................................................................................................. 34

7.7 Cost management ............................................................................................................................................... 35

7.7.1 Overview ............................................................................................................................................................................ 35

7.7.2 Estimating cost ................................................................................................................................................................ 35

7.7.3 Developing the budget .................................................................................................................................................. 35

7.7.4 Controlling costs ............................................................................................................................................................. 35

7.8 Risk management ............................................................................................................................................... 36

7.8.1 Overview ............................................................................................................................................................................ 36

7.8.2 Identifying risk................................................................................................................................................................. 36

7.8.3 Assessing risk ................................................................................................................................................................... 36

7.8.4 Treating risk ..................................................................................................................................................................... 36

7.8.5 Controlling risk ................................................................................................................................................................ 37

7.9 Issues management............................................................................................................................................ 37

7.9.1 Overview ............................................................................................................................................................................ 37

7.9.2 Identifying issues ............................................................................................................................................................ 37

7.9.3 Resolving issues .............................................................................................................................................................. 37

7.10 Change control ............................................................................................................................................... 38

7.10.1 Overview ............................................................................................................................................................................ 38

7.10.2 Establishing a change control framework ............................................................................................................ 38

iv © ISO 2020 – All rights reserved
---------------------- Page: 4 ----------------------
ISO/DIS 21502:2020(E)

7.10.3 Identifying and assessing change requests .......................................................................................................... 38

7.10.4 Planning change requests ........................................................................................................................................... 38

7.10.5 Implementing and closing change requests ........................................................................................................ 38

7.11 Quality management ................................................................................................................................... 38

7.11.1 Overview ............................................................................................................................................................................ 38

7.11.2 Planning quality .............................................................................................................................................................. 39

7.11.3 Assuring quality .............................................................................................................................................................. 39

7.11.4 Controlling quality ......................................................................................................................................................... 40

7.12 Stakeholder engagement ........................................................................................................................... 40

7.12.1 Overview ............................................................................................................................................................................ 40

7.12.2 Identifying stakeholders .............................................................................................................................................. 40

7.12.3 Engaging stakeholders ................................................................................................................................................. 41

7.13 Communication management .................................................................................................................. 41

7.13.1 Overview ............................................................................................................................................................................ 41

7.13.2 Planning communication ............................................................................................................................................. 41

7.13.3 Distributing information ............................................................................................................................................. 42

7.13.4 Monitoring the impact of communications .......................................................................................................... 42

7.14 Managing organizational change ............................................................................................................ 42

7.14.1 Overview ............................................................................................................................................................................ 42

7.14.2 Identifying the need for the organizational change ......................................................................................... 42

7.14.3 Transfer to sponsoring organization ...................................................................................................................... 43

7.14.4 Implementing the organizational change ............................................................................................................. 43

7.15 Reporting ......................................................................................................................................................... 43

7.15.1 Overview ............................................................................................................................................................................ 43

7.15.2 Planning reporting ......................................................................................................................................................... 43

7.15.3 Delivering reports .......................................................................................................................................................... 43

7.15.4 Managing reporting ....................................................................................................................................................... 43

7.16 Information and documentation management ................................................................................. 44

7.16.1 Overview ............................................................................................................................................................................ 44

7.16.2 Identifying which information should be managed ......................................................................................... 44

7.16.3 Storing and retrieving information and documentation ................................................................................ 44

7.17 Procurement .................................................................................................................................................. 44

7.17.1 Overview ............................................................................................................................................................................ 44

7.17.2 Planning procurement .................................................................................................................................................. 45

7.17.3 Evaluating and selecting suppliers .......................................................................................................................... 45

7.17.4 Administering contracts .............................................................................................................................................. 45

7.17.5 Closing contracts ............................................................................................................................................................. 45

7.18 Lessons learned ............................................................................................................................................ 46

7.18.1 Overview ............................................................................................................................................................................ 46

7.18.2 Identifying lessons ......................................................................................................................................................... 46

7.18.3 Disseminating lessons .................................................................................................................................................. 46

Annex A (informative) “Project Management processes based on practices” ..................................... 47

Bibliography ................................................................................................................................................................. 54

© ISO 2020 – All rights reserved v
---------------------- Page: 5 ----------------------
ISO/DIS 21502:2020(E)
Table of Figures

Figure 1 ⎯ An example of project management within the context of the governance and management of

programmes and portfolios ......................................................................................................................................................... 5

Figure 2 ⎯ Example of value creation through projects and programmes ............................................................ 7

Figure 3 ⎯ Example of relationships between portfolios, programmes and projects ........................................ 9

Figure 4 ⎯ Relationship between project life cycle, integrated project management practices and

management practices for a project ...................................................................................................................................... 11

Figure 5 ⎯ Example of a project organization structure ............................................................................................. 12

Figure 6 ⎯ An example of potential project stakeholders ........................................................................................... 16

Figure 7 ⎯ A view of integrated project management practices, relationships, and associated roles ..... 20

Figure 8 ⎯ Project management practices in relation to integrated project management practices ....... 28

vi © ISO 2020 – All rights reserved
---------------------- Page: 6 ----------------------
ISO/DIS 21502:2020(E)
1 Foreword

2 ISO (the International Organization for Standardization) is a worldwide federation of national standards

3 bodies (ISO member bodies). The work of preparing International Standards is normally carried out

4 through ISO technical committees. Each member body interested in a subject for which a technical

5 committee has been established has the right to be represented on that committee. International

6 organizations, governmental and non-governmental, in liaison with ISO, also take part in the work. ISO

7 collaborates closely with the International Electrotechnical Commission (IEC) on all matters of

8 electrotechnical standardization.
9 The procedur
...

PROJET DE NORME INTERNATIONALE
ISO/DIS 21502
ISO/TC 258 Secrétariat: ANSI
Début de vote: Vote clos le:
2020-06-04 2020-08-27
Management de projets, programmes et portefeuilles —
Recommandations sur le management de projets
Project, programme and portfolio management — Guidance on project management
ICS: 03.100.40
CE DOCUMENT EST UN PROJET DIFFUSÉ POUR
OBSERVATIONS ET APPROBATION. IL EST DONC
SUSCEPTIBLE DE MODIFICATION ET NE PEUT
ÊTRE CITÉ COMME NORME INTERNATIONALE
AVANT SA PUBLICATION EN TANT QUE TELLE.
OUTRE LE FAIT D’ÊTRE EXAMINÉS POUR
ÉTABLIR S’ILS SONT ACCEPTABLES À DES
FINS INDUSTRIELLES, TECHNOLOGIQUES ET
COMMERCIALES, AINSI QUE DU POINT DE VUE

Le présent document est distribué tel qu’il est parvenu du secrétariat du comité.

DES UTILISATEURS, LES PROJETS DE NORMES
INTERNATIONALES DOIVENT PARFOIS ÊTRE
CONSIDÉRÉS DU POINT DE VUE DE LEUR
POSSIBILITÉ DE DEVENIR DES NORMES
POUVANT SERVIR DE RÉFÉRENCE DANS LA
RÉGLEMENTATION NATIONALE.
Numéro de référence
LES DESTINATAIRES DU PRÉSENT PROJET
ISO/DIS 21502:2020(F)
SONT INVITÉS À PRÉSENTER, AVEC LEURS
OBSERVATIONS, NOTIFICATION DES DROITS
DE PROPRIÉTÉ DONT ILS AURAIENT
ÉVENTUELLEMENT CONNAISSANCE ET À
FOURNIR UNE DOCUMENTATION EXPLICATIVE. ISO 2020
---------------------- Page: 1 ----------------------
ISO/DIS 21502:2020(F)
ISO/DIS 21502:2020(F)
Sommaire Page

1 Avant-propos ................................................................................................................................................................ vii

2 1 Domaine d’application ................................................................................................................................... 1

3 2 Références normatives .................................................................................................................................. 1

4 3 Termes et définitions ..................................................................................................................................... 1

5 4 Concepts du management de projets ....................................................................................................... 4

6 4.1 Aperçu général ................................................................................................................................................. 4

7 4.1.1 Généralités ......................................................................................................................................................... 4

8 4.1.2 Projets .................................................................................................................................................................. 5

9 4.1.3 Management de projets ................................................................................................................................. 6

10 4.2 Contexte .............................................................................................................................................................. 6

11 4.2.1 Impact du contexte d’un projet ................................................................................................................... 6

12 4.2.2 Stratégie de l’organisme et projets ........................................................................................................... 7

13 4.2.3 Point de vue des clients et des fournisseurs .......................................................................................... 7

14 4.2.4 Contraintes du projet ..................................................................................................................................... 8

15 4.2.5 Projets autonomes, faisant partie d’un programme ou d’un portefeuille .................................. 9

16 4.3 Gouvernance de projet .................................................................................................................................. 9

17 4.3.1 Cadre de gouvernance ................................................................................................................................... 9

18 4.3.2 Étude d’opportunité..................................................................................................................................... 10

19 4.4 Cycle de vie du projet .................................................................................................................................. 10

20 4.5 Organisation du projet et rôles................................................................................................................ 11

21 4.5.1 Organisation du projet................................................................................................................................ 11

22 4.5.2 Organisme commanditaire ....................................................................................................................... 13

23 4.5.3 Comité de projet ou comité de pilotage ................................................................................................ 13

24 4.5.4 Commanditaire du projet .......................................................................................................................... 13

25 4.5.5 Assurance du projet ..................................................................................................................................... 14

26 4.5.6 Responsable de projet ................................................................................................................................ 14

27 4.5.7 Bureau de management du projet .......................................................................................................... 15

28 4.5.8 Responsable de lot de travaux ................................................................................................................. 15

29 4.5.9 Membres de l’équipe de projet ................................................................................................................ 16

30 4.5.10 Parties prenantes du projet ...................................................................................................................... 16

31 4.5.11 Autres rôles ..................................................................................................................................................... 17

32 4.6 Compétences du personnel de projet .................................................................................................... 17

33 5 Conditions préalables à la formalisation du management de projets ....................................... 17

34 5.1 Aperçu général .............................................................................................................................................. 17

35 5.2 Aspects à prendre en compte pour la mise en œuvre du management de projets ............... 18

36 5.3 Amélioration continue de l’environnement du management de projets ................................. 18

37 5.4 Alignement sur les processus et systèmes de l’organisme ............................................................ 19

38 6 Pratiques pour le management intégré de projets .......................................................................... 20

39 6.1 Aperçu général .............................................................................................................................................. 20

40 6.2 Activités préalables au projet .................................................................................................................. 21

41 6.3 Supervision d’un projet .............................................................................................................................. 22

42 6.4 Pilotage ou soutien stratégique d’un projet ........................................................................................ 22

43 6.5 Lancement d’un projet ................................................................................................................................ 23

DOCUMENT PROTÉGÉ PAR COPYRIGHT

44 6.5.1 Aperçu général .............................................................................................................................................. 23

45 6.5.2 Mobilisation de l’équipe de projet .......................................................................................................... 23

© ISO 2020

46 6.5.3 Approche de la gouvernance et du management de projets ......................................................... 23

Tous droits réservés. Sauf prescription différente ou nécessité dans le contexte de sa mise en oeuvre, aucune partie de cette

47 6.5.4 Justification initiale du projet .................................................................................................................. 24

publication ne peut être reproduite ni utilisée sous quelque forme que ce soit et par aucun procédé, électronique ou mécanique,

y compris la photocopie, ou la diffusion sur l’internet ou sur un intranet, sans autorisation écrite préalable. Une autorisation peut

48 6.5.5 Planification initiale du projet ................................................................................................................. 24

être demandée à l’ISO à l’adresse ci-après ou au comité membre de l’ISO dans le pays du demandeur.

ISO copyright office
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© ISO 2020 – Tous droits réservés
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ISO/DIS 21502:2020(F)
Sommaire Page

1 Avant-propos ................................................................................................................................................................ vii

2 1 Domaine d’application ................................................................................................................................... 1

3 2 Références normatives .................................................................................................................................. 1

4 3 Termes et définitions ..................................................................................................................................... 1

5 4 Concepts du management de projets ....................................................................................................... 4

6 4.1 Aperçu général ................................................................................................................................................. 4

7 4.1.1 Généralités ......................................................................................................................................................... 4

8 4.1.2 Projets .................................................................................................................................................................. 5

9 4.1.3 Management de projets ................................................................................................................................. 6

10 4.2 Contexte .............................................................................................................................................................. 6

11 4.2.1 Impact du contexte d’un projet ................................................................................................................... 6

12 4.2.2 Stratégie de l’organisme et projets ........................................................................................................... 7

13 4.2.3 Point de vue des clients et des fournisseurs .......................................................................................... 7

14 4.2.4 Contraintes du projet ..................................................................................................................................... 8

15 4.2.5 Projets autonomes, faisant partie d’un programme ou d’un portefeuille .................................. 9

16 4.3 Gouvernance de projet .................................................................................................................................. 9

17 4.3.1 Cadre de gouvernance ................................................................................................................................... 9

18 4.3.2 Étude d’opportunité..................................................................................................................................... 10

19 4.4 Cycle de vie du projet .................................................................................................................................. 10

20 4.5 Organisation du projet et rôles................................................................................................................ 11

21 4.5.1 Organisation du projet................................................................................................................................ 11

22 4.5.2 Organisme commanditaire ....................................................................................................................... 13

23 4.5.3 Comité de projet ou comité de pilotage ................................................................................................ 13

24 4.5.4 Commanditaire du projet .......................................................................................................................... 13

25 4.5.5 Assurance du projet ..................................................................................................................................... 14

26 4.5.6 Responsable de projet ................................................................................................................................ 14

27 4.5.7 Bureau de management du projet .......................................................................................................... 15

28 4.5.8 Responsable de lot de travaux ................................................................................................................. 15

29 4.5.9 Membres de l’équipe de projet ................................................................................................................ 16

30 4.5.10 Parties prenantes du projet ...................................................................................................................... 16

31 4.5.11 Autres rôles ..................................................................................................................................................... 17

32 4.6 Compétences du personnel de projet .................................................................................................... 17

33 5 Conditions préalables à la formalisation du management de projets ....................................... 17

34 5.1 Aperçu général .............................................................................................................................................. 17

35 5.2 Aspects à prendre en compte pour la mise en œuvre du management de projets ............... 18

36 5.3 Amélioration continue de l’environnement du management de projets ................................. 18

37 5.4 Alignement sur les processus et systèmes de l’organisme ............................................................ 19

38 6 Pratiques pour le management intégré de projets .......................................................................... 20

39 6.1 Aperçu général .............................................................................................................................................. 20

40 6.2 Activités préalables au projet .................................................................................................................. 21

41 6.3 Supervision d’un projet .............................................................................................................................. 22

42 6.4 Pilotage ou soutien stratégique d’un projet ........................................................................................ 22

43 6.5 Lancement d’un projet ................................................................................................................................ 23

44 6.5.1 Aperçu général .............................................................................................................................................. 23

45 6.5.2 Mobilisation de l’équipe de projet .......................................................................................................... 23

46 6.5.3 Approche de la gouvernance et du management de projets ......................................................... 23

47 6.5.4 Justification initiale du projet .................................................................................................................. 24

48 6.5.5 Planification initiale du projet ................................................................................................................. 24

© ISO 2020 – Tous droits réservés
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ISO/DIS 21502:2020(F)

49 6.6 Maîtrise d’un projet ..................................................................................................................................... 24

50 6.6.1 Aperçu général .............................................................................................................................................. 24

51 6.6.2 Évolution de la justification ...................................................................................................................... 24

52 6.6.3 Management de la performance du projet .......................................................................................... 25

53 6.6.4 Management du début et de la fin de chaque phase du projet .................................................... 26

54 6.6.5 Management du début, de l’avancement et de la fin de chaque lot de travaux ..................... 26

55 6.7 Management de la réalisation ................................................................................................................. 27

56 6.8 Clôture ou arrêt d’un projet ..................................................................................................................... 28

57 6.9 Activités postérieures au projet ............................................................................................................. 29

58 7 Pratiques de management d’un projet ................................................................................................. 29

59 7.1 Aperçu général .............................................................................................................................................. 29

60 7.2 Planification ................................................................................................................................................... 30

61 7.2.1 Aperçu général .............................................................................................................................................. 30

62 7.2.2 Élaboration du plan ..................................................................................................................................... 30

63 7.2.3 Suivi du plan ................................................................................................................................................... 31

64 7.3 Management des bénéfices ....................................................................................................................... 31

65 7.3.1 Aperçu général .............................................................................................................................................. 31

66 7.3.2 Identification et analyse des bénéfices ................................................................................................ 32

67 7.3.3 Suivi des bénéfices ....................................................................................................................................... 32

68 7.3.4 Maintien des bénéfices ............................................................................................................................... 33

69 7.4 Management du contenu ........................................................................................................................... 33

70 7.4.1 Aperçu général .............................................................................................................................................. 33

71 7.4.2 Définition du contenu ................................................................................................................................. 33

72 7.4.3 Maîtrise du contenu .................................................................................................................................... 33

73 7.4.4 Confirmation de la réalisation du contenu ......................................................................................... 33

74 7.5 Management des ressources .................................................................................................................... 34

75 7.5.1 Aperçu général .............................................................................................................................................. 34

76 7.5.2 Planification de l’organisation du projet ............................................................................................. 34

77 7.5.3 Constitution de l’équipe ............................................................................................................................. 34

78 7.5.4 Développement de l’équipe ...................................................................................................................... 35

79 7.5.5 Management de l’équipe ............................................................................................................................ 35

80 7.5.6 Planification, management et maîtrise des ressources physiques et matérielles ............... 35

81 7.6 Management des délais .............................................................................................................................. 36

82 7.6.1 Aperçu général .............................................................................................................................................. 36

83 7.6.2 Estimation de la durée des activités ...................................................................................................... 36

84 7.6.3 Élaboration de l’échéancier ...................................................................................................................... 36

85 7.6.4 Maîtrise de l’échéancier ............................................................................................................................. 37

86 7.7 Management des coûts ............................................................................................................................... 37

87 7.7.1 Aperçu général .............................................................................................................................................. 37

88 7.7.2 Estimation du coût ....................................................................................................................................... 38

89 7.7.3 Élaboration du budget ................................................................................................................................ 38

90 7.7.4 Maîtrise des coûts ........................................................................................................................................ 38

91 7.8 Management des risques ........................................................................................................................... 39

92 7.8.1 Aperçu général .............................................................................................................................................. 39

93 7.8.2 Identification des risques.......................................................................................................................... 39

94 7.8.3 Appréciation des risques ........................................................................................................................... 39

95 7.8.4 Traitement des risques .............................................................................................................................. 39

96 7.8.5 Maîtrise des risques .................................................................................................................................... 40

97 7.9 Management des points à traiter ............................................................................................................ 40

98 7.9.1 Aperçu général .............................................................................................................................................. 40

99 7.9.2 Identification des points à traiter .......................................................................................................... 40

100 7.9.3 Résolution des points à traiter ................................................................................................................ 40

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ISO/DIS 21502:2020(F)

101 7.10 Maîtrise du changement ............................................................................................................................. 41

102 7.10.1 Aperçu général .............................................................................................................................................. 41

103 7.10.2 Mise en place d’un cadre de maîtrise du changement..................................................................... 41

104 7.10.3 Identification et évaluation des demandes de modification ......................................................... 41

105 7.10.4 Planification des demandes de modification ..................................................................................... 41

106 7.10.5 Mise en œuvre et clôture des demandes de modification .............................................................. 41

107 7.11 Management de la qualité ......................................................................................................................... 42

108 7.11.1 Aperçu général .............................................................................................................................................. 42

109 7.11.2 Planification de la qualité .......................................................................................................................... 42

110 7.11.3 Assurance de la qualité ............................................................................................................................... 43

111 7.11.4 Maîtrise de la qualité ................................................................................................................................... 43

112 7.12 Engagement des parties prenantes ........................................................................................................ 44

113 7.12.1 Aperçu général .............................................................................................................................................. 44

114 7.12.2 Identification des parties prenantes ..................................................................................................... 44

115 7.12.3 Mobilisation des parties prenantes ....................................................................................................... 44

116 7.13 Management de la communication ........................................................................................................ 45

117 7.13.1 Aperçu général .............................................................................................................................................. 45

118 7.13.2 Planification de la communication ......................................................................................................... 45

119 7.13.3 Diffusion de l’information ......................................................................................................................... 45

120 7.13.4 Surveillance de l’impact des communications ................................................................................... 46

121 7.14 Management du changement organisationnel .................................................................................. 46

122 7.14.1 Aperçu général .............................................................................................................................................. 46

123 7.14.2 Identification du besoin de changement organisationnel ............................................................. 46

124 7.14.3 Transmission à l’organisme commanditaire ...................................................................................... 47

125 7.14.4 Mise en œuvre du changement organisationnel ............................................................................... 47

126 7.15 Comptes rendus ............................................................................................................................................. 47

127 7.15.1 Aperçu général .............................................................................................................................................. 47

128 7.15.2 Planification des comptes rendus...............................
...

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