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- The Plan Human Resource Management Process deals with the creation of the Human Resource Plan that has details about the project roles and responsibilities, hierarchy and staffing plan.
- The staffing management plan mainly details the approach to staff acquisition, staff training, staff tracking and staff transition although the project life cycle.
- Staffing can be done with internal teams or external teams or members based on the capability available with the organization.
- This process needs good understanding of organization structures, dynamics and theories to come up with the correct project organization structure. It also requires good networking skills in order to understand the resource requirements and get the correct roles and responsibilities on paper and then staffing those with the resources with the right skills.


- Project management plan: Since the PM Plan documents all the subsidiary plans and baselines, they need to be referred in order to come up with the human resource management plan keeping in mind all constraints and project objectives in mind.
- Activity Resource Requirements: This is where a preliminary information regarding the required project resource types is obtained from. From this, a details HR management plan can be built progressively. - Organizational Process Assets: Since this is a planning process, this has templates for organization structures and other details used successfully in similar projects.
- External Environmental Factors: Resource pool details, contractors used in similar projects are all important inputs to this process.

Tools & Techniques

- Organization Charts and Position Descriptions: The different tools used are -
1. Hierarchical: Used to depict project hierarchy and reporting structure.
2. Matrix-based: Used to depict responsibilities that can be categorized into groups. E.g., RACI Matrix or RAM to depict role category for different tasks against different project resources or resource types.
3. Text-based Description: Used to write detailed description about the roles and responsibilities. Usually used when there is a need to procure the resource from external vendors or units.
- Networking: An important skill to get the best resource or in understanding the correct roles or responsibilities for the concerned project.
- Organizational Theory: General understanding of organizational hierarchy and dynamics in order to tailor and apply for the specific project context.
- Expert Judgment: Due to the fact that this process involves understanding of skills at different levels, it mostly would need expert judgment from other project managers or consultants in case of a niche area.
- Meetings: Since multiple entities might be involved in the process of deciding the project team composition, it naturally will involve lot of meetings and group discussion to get the best out of the situation.


- Human Resource Management Plan: The human resource management plan has details about how project human resources should be defined, staffed, managed, and eventually released -
1. Roles and Responsibilities:
Role: Details the roles defined for the project.
Authority: Details the amount of authority for each of the roles.
Responsibility: While authority mainly details about the power, responsibility details about job description and the boundaries or expectations.
Competency: Skill level is also specified.
2. Project Organization Charts: How the different roles are linked to one another in the project hierarchy
3. Staffing Management Plan: Details about planning - staff acquisition, staff training, staff monitoring and staff release - in staff management approach. Components -
a. Staff Acquisition: Expectations about the staff, when will they be acquired, what time frame, where will they be located, what is the source? - Internal or contracted, level of expertise.
b. Resource Calendars: While the staff acquisition is at a higher-level and details mostly about the expectations, the resource calendar is more specific about the resources on project. It details about work timings, work shift etc.
A resource histogram is used to depict the resource allocation. This will depict the no. of hours worked by a resource for a week and this information will be an easy way to look at resource over-allocation for stakeholders.
c. Staff Release Plan: When will the transition happen and visibility about future work for the staff.
d. Training Needs: Any gap in competency for the project staff is addressed with training plans addressing the needs.
e. Recognition and Rewards: Criteria for rewards and what is the period.
f. Compliance: What level of compliance is expected from the project staff?
g. Safety: Any policies and procedures required to handle safety hazards.

Match the Following

1. Resource Calendar - a. Matrix-Based Structure
2. Roles and Responsibilities - b. Text-Based Description
3. RAM - c. Resource Allocation Hours
4. OBS - d. Staff acquisition and release plan
5. Staffing Management Plan – e. Resource Work Shift
6. Resource Histogram – f. Tree-Based Structure

Match the Following (Answers)

1. Resource Calendar - e. Resource Work Shift
2. Roles and Responsibilities - b. Text-Based Description
3. RAM - a. Matrix-Based Structure
4. OBS - f. Tree-Based Structure
5. Staffing Management Plan – d. Staff acquisition and release plan
6. Resource Histogram – c. Resource Allocation Hours