---
ref_id: PR26
ref_type: Process
ref_name: "Plan Procurement Management"
version: "1.0.0"
status: Active
pmbok8_source: "PMBOK8 Guide §2.6"
companion_ref_shortcode: PG-APG-5.23
related_skills:
  - SKL-03-15
related_artifacts:
  - A31
file_path: "reference/processes/PR26-plan-procurement-management.md"
---
# PR26 — Plan Procurement Management

## Classification
- **Performance Domain:** Resources / Stakeholders (Procurement)
- **Process Group:** Planning
- **PMBOK 8 Reference:** Section 2.6 / 2.5 (sourcing strategy)
- **Process Groups Practice Guide Reference:** Section 5.23

---

## Purpose
Plan Procurement Management is the process of documenting project procurement decisions, specifying the approach, and identifying potential sellers. The key benefit is that it determines whether to acquire goods and services from outside the project, and if so, what to acquire as well as how and when to acquire it.

---

## Inputs
- Project charter
- Business documents (business case, benefits management plan)
- Project management plan (scope management plan, quality management plan, resource management plan, scope baseline)
- Project documents: milestone list, project team assignments, requirements documentation, requirements traceability matrix, resource requirements, risk register, stakeholder register
- Enterprise environmental factors
- Organizational process assets

---

## Tools & Techniques
- Expert judgment
- Data gathering (market research)
- Data analysis (make-or-buy analysis)
- Source selection analysis
- Meetings

---

## Outputs
- Procurement management plan
- Procurement strategy
- Bid documents
- Procurement statement of work (SOW)
- Source selection criteria
- Make-or-buy decisions
- Independent cost estimates
- Change requests
- Project documents updates
- Organizational process assets updates

---

## Key Concepts
- Procurement decisions interact with Develop Schedule, Estimate Activity Resources, and make-or-buy analysis.
- The procurement management plan includes: types of contracts, roles and responsibilities, lead times, risk allocation, and performance bond requirements.
- Contract types: fixed price (FFP, FPIF, FP-EPA), cost reimbursable (CPFF, CPIF, CPAF), time and material (T&M).
- Typical steps: prepare SOW → cost estimate → advertise → short list → bid documents → proposals → evaluation → negotiate → award contract.

---

## Source Traceability
- PMBOK 8: Section 2.6 (sourcing strategy)
- Process Groups Practice Guide: Section 5.23

---

## Cross-References

| Related Item | Type | Relationship |
|---|---|---|
| A31 | Artifact | Primary artifact produced or updated by this process |
| SKL-03-15 | Skill | Skill that executes this process |

## Practitioner Notes

Practitioners executing this process should seek answers to the following questions:
1. Are make-or-buy decisions documented with supporting rationale?
2. Are procurement risk and contract type decisions aligned?
3. Are source selection criteria defined before solicitation begins?
4. Is the procurement management plan integrated with the risk and schedule plans?
5. Are supplier pre-qualification standards documented?

## Change Log

| Version | Date | Description | Author |
|---|---|---|---|
| 1.0.1 | 2026-06-03 | Added Cross-References, Practitioner Notes, and Change Log sections (F-12 Batch 4) | PMO Director |
