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Project Integration Management
Martin Sillaots
2018
# 11
Definition of Project Integration
Management
Consolidation and integration actions that are
important for project completion
www.projektor.ee/pm/#integration
Purpose of Project Integration
Management
Identify, define, combine, unify
coordinate the various project
management activities
www.projektor.ee/pm/#integration
Examples of Project Integration
• Project integration with the main organisation
• Project process and outcome integration
• Integration of project processes and stages
• Project documentation integration
www.projektor.ee/pm/#integration
Project and Product Integration Example
BMBOK Guide 2009
Integration Management
• Develop project charter *
• Develop preliminary project scope statement
• Project management plan *
• Direct and manage project execution
• Monitor and control project work
• Integrated change control
• Close project
www.projektor.ee/pm/#integration
Project Phases and Processes
Initiation
Planning
Execution Control
Closing
www.projektor.ee/pm/#integration
Integration Management in the
Project Plan
Scope
definition
Quality
planning
Activity
definition
Activity
sequencing
Duration
estimation
Schedule
development
Organization
planning
Resource
planning
Communica-
tion planning
Procurement
planning
Plan
contracting
Select
sellers
Seller
responses
Risk
management
Risk
identification
Qualitative
analysis
Quantitative
analysis
Response
planning
Budgeting
Project
plan
Initiation
Execution
WBS
www.projektor.ee/pm/#integration
Inputs:
- Contract
- SOW
- Environment factors
- Organization assets
- PM Processes
Methods:
- Selection methods
- PM methodology
- PMIS
- Expert judgments
Outputs
- Project Charter
- Project scope
statement
- Project Plan
Integrated Planning
www.projektor.ee/pm/#integration
Inputs
Integrated Planning
www.projektor.ee/pm/#integration
Enterprise Environmental Factors
• Organization structure
• Company culture
• Standards
• Infrastructure
• Human resources
• Personnel administration
• Work authorization system
• Marketplace conditions
• Stakeholders risk tolerance
• Commercial databases
• PMIS
www.projektor.ee/pm/#integration
Organizational Process Assets
• Procedures
• Guidelines
• Templates
• Requirements
• Control procedures
• Information systems
www.projektor.ee/pm/#integration
Methods
Integrated Planning
www.projektor.ee/pm/#integration
Expert Judges
• Other departments
• Consultants
• Customers
• Sponsors
• Professional associations
• Professional networks
• Stakeholders
www.projektor.ee/pm/#integration
Outputs
Integrated Planning
www.projektor.ee/pm/#integration
Project Charter *
• Project manager name
• Organization (team)
• Requirements and Business needs
• Description of the end result
• Main deliverables
• Stakeholders influence
• Business case
• Summary milestones (estimated deadline)
• Summary budget (estimated price)
• Assumptions and constrains
www.projektor.ee/pm/#integration
http://ayucar.com/cHJvamVjdC1jaGFydGVyLXRlbXBsYXRlLWRvYw/
• Project objectives
• Outcome requirements and characteristics
• Outcome acceptance criteria
• Boundaries
• Sub-deliverables
• Constrains and assumptions
• Initial project organization
• Initial risks
• Schedule milestones
• Initial WBS
• Cost estimation
• Management requirements
• Approval requirements
ProjectScopeStatement
http://letter-templated.org/11-project-scope-statement-example.html/project-scope-statement-example-example-of-project-scope-statement_1-png
Project Plan
• Scope
– Needs
– Outcome
– Objectives
• Stakeholders
• Deliverables
– WBS
– WBS dictionary
• Quality management plan
• Organization
• Communication
management plan
• Schedule plan
• Staffing plan
• Budget plan
• Procurement management
plan
• Risk management plan
– Risk register
– Risk mitigation
www.projektor.ee/pm/#integration
Objectives of Project Plan (Document)
• Basis for project execution and control
• Project planning documentation
• Stakeholders communication tool
• Define reporting dates
www.projektor.ee/pm/#integration
e.g. EU Erasmus+ Strategic Partnerships Project Application Template
D. Participating organization(s)
E. Description of the Project
- Rationale (objectives, needs, target groups)
- Innovation and connection to similar projects
- Project partners (competences, experience, task
distribution)
- Communication, meetings
- Topics covered
- Expected results
E.1. Participants
Number of beneficial
F. Preparation
F.1. Project Management
Budget control
Time management
Quality monitoring
Risk management
Measurable objectives
G. Implementation
- Supporting activities
- Work activities
G.1. Intellectual Outputs
O1 Management
O2 Design
O3 Development
O4 Dissemination
O5 Exploitation
G.2. Multiplier Events
H. Follow-up
H.1. Impact
H.2. Dissemination and Use of Projects' Results
H.3. Sustainability
I. Budget
I.1. PM and Implementation
I.2. Transnational Project Meetings
I.3. Intellectual Outputs
I.4. Multiplier Events
I.5. Traveling
Exercise
Integrated project plan
www.projektor.ee/pm/#integration
Integrated Project Plan
• Executive summary
• Project (business) needs
• Project outcome description (features)
• Project objectives (SMART)
• Project deliverables (WBS)
• Quality assurance plan
• Project stakeholders
• Project organization (team, staff, competences)
• Communication plan
• Project schedule (time and resource plan)*
• Project resources (list of resources with characteristics)
• Procurement plan
• Project budget*
• Risk respond plan (risks and mitigation)
* Short summary in the main document, full charts in appendixes
Integrated Change
Management
www.projektor.ee/pm/#integration
www.projektor.ee/pm/#integration
Project Phases and Processes
Initiation
Planning
Execution Control
Closing
www.projektor.ee/pm/#integration
Integrated Change Management
Information
distribution
Project
execution
Procurement
management
Reporting
Team
development
Schedule
control
Scope
verification
Cost
control
Quality
control
Risk
monitoring
Change
management
Planning
Closing
www.projektor.ee/pm/#integration
Project Control
• Monitor project process
– Collect and measure information
– Compare actual process with plans
– Assess trends and forecast
• Take preventive actions
• Take corrective actions
• Provide information for status reporting
www.projektor.ee/pm/#integration
Inputs:
- Project plan
- Performance
information
- Deliverables
- Accepted or rejected
change requests
Methods:
- PM methodology
- PMIS
- EVM
- Expert judgment
Outputs
- Corrective actions
- Preventive actions
- Change requests
- Defect repairs
- Forecasts
- Project plan updates
- Deliverables
Integrated Change Management
www.projektor.ee/pm/#integration
Change Management
Is needed because projects
seldom run exactly according to
the project management plan
www.projektor.ee/pm/#integration
Change Management
• Identifying needs for changes
• Documenting change requests
• Reviewing and approving/rejecting requests,
corrective and preventive actions
• Managing approved changes and actions
• Updating the scope, quality, budget and schedule
based on approved changes
• Maintaining the integrity of baselines
• Documenting impact of changes
• Validating defect repair
• Controlling project quality
www.projektor.ee/pm/#integration
Project Management
Methodology
Process that aids a project
management team in monitoring
and controlling the project work
according to the project plan
www.projektor.ee/pm/#integration
Project Management
Information System
An automated system that is used
to monitor, control and forecast
the execution of project activities
www.projektor.ee/pm/#integration
Configuration Management System
Change Control Process
• Identify changes
• Assess the effectiveness of those changes
• Continuously improve the project
• Communicate changes to the stakeholders
• Configuration identification
• Configuration status reporting
• Configuration verification and auditing
Expert Judges
• Other departments
• Consultants
• Customers
• Sponsors
• Professional associations
• Professional networks
• Stakeholders
www.projektor.ee/pm/#integration
Corrective Action
Documented recommendations to
bring future project performance
into conformance with the project
plan
www.projektor.ee/pm/#integration
Preventive Action
Documented recommendations
that reduce probability of negative
consequence of project risks
www.projektor.ee/pm/#integration
www.projektor.ee/pm/#integration
Project Closure
www.projektor.ee/pm/#integration
Project Phases and Processes
Initiation
Planning
Execution Control
Closing
www.projektor.ee/pm/#integration
Project Closure
• Formal close of the work
• Handing over the project result
• Final result verification
www.projektor.ee/pm/#integration
Inputs:
- Project plan
- Contract
documentation
- Environmental
factors
- Organizational
assets
- Performance
information
- Deliverables
Methods:
- PM methodology
- PMIS
- Expert judgment
Outputs
- Administrative
closure procedure
- Contract closure
procedure
- Final outcome
- Lessons learned
Project Closure
www.projektor.ee/pm/#integration
Administrative Closure
• Closing activities
• Responsibilities
• Collecting project documentation
• Analyzing success and failure
• Gathering lessons learned
• Archiving
www.projektor.ee/pm/#integration
Contract Closure
• Finishing all contracts
• Product verification
www.projektor.ee/pm/#integration
Closure Specialities
• Project is finished but work can continue
• Formal closing document is needed
• Final scope definition
www.projektor.ee/pm/#integration
Document of Formal Closure
• Closing accounts
• Reason for closure
• Closure related activities
www.projektor.ee/pm/#integration
Closing Activities
• Finishing additional works
• Archiving documents
• Utilising material leftovers
• Writing final reports
www.projektor.ee/pm/#integration
Archiving
• Resource quantities
• Unit prices
• Changes and modifications
• Correspondence
www.projektor.ee/pm/#integration
www.projektor.ee/pm/#integration
Integration End
martinsillaots@gmail.com

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Project Integration Management

  • 2. Definition of Project Integration Management Consolidation and integration actions that are important for project completion www.projektor.ee/pm/#integration
  • 3. Purpose of Project Integration Management Identify, define, combine, unify coordinate the various project management activities www.projektor.ee/pm/#integration
  • 4. Examples of Project Integration • Project integration with the main organisation • Project process and outcome integration • Integration of project processes and stages • Project documentation integration www.projektor.ee/pm/#integration
  • 5. Project and Product Integration Example BMBOK Guide 2009
  • 6. Integration Management • Develop project charter * • Develop preliminary project scope statement • Project management plan * • Direct and manage project execution • Monitor and control project work • Integrated change control • Close project www.projektor.ee/pm/#integration
  • 7. Project Phases and Processes Initiation Planning Execution Control Closing www.projektor.ee/pm/#integration
  • 8. Integration Management in the Project Plan Scope definition Quality planning Activity definition Activity sequencing Duration estimation Schedule development Organization planning Resource planning Communica- tion planning Procurement planning Plan contracting Select sellers Seller responses Risk management Risk identification Qualitative analysis Quantitative analysis Response planning Budgeting Project plan Initiation Execution WBS www.projektor.ee/pm/#integration
  • 9. Inputs: - Contract - SOW - Environment factors - Organization assets - PM Processes Methods: - Selection methods - PM methodology - PMIS - Expert judgments Outputs - Project Charter - Project scope statement - Project Plan Integrated Planning www.projektor.ee/pm/#integration
  • 11. Enterprise Environmental Factors • Organization structure • Company culture • Standards • Infrastructure • Human resources • Personnel administration • Work authorization system • Marketplace conditions • Stakeholders risk tolerance • Commercial databases • PMIS www.projektor.ee/pm/#integration
  • 12. Organizational Process Assets • Procedures • Guidelines • Templates • Requirements • Control procedures • Information systems www.projektor.ee/pm/#integration
  • 14. Expert Judges • Other departments • Consultants • Customers • Sponsors • Professional associations • Professional networks • Stakeholders www.projektor.ee/pm/#integration
  • 16. Project Charter * • Project manager name • Organization (team) • Requirements and Business needs • Description of the end result • Main deliverables • Stakeholders influence • Business case • Summary milestones (estimated deadline) • Summary budget (estimated price) • Assumptions and constrains www.projektor.ee/pm/#integration
  • 18. • Project objectives • Outcome requirements and characteristics • Outcome acceptance criteria • Boundaries • Sub-deliverables • Constrains and assumptions • Initial project organization • Initial risks • Schedule milestones • Initial WBS • Cost estimation • Management requirements • Approval requirements ProjectScopeStatement
  • 20. Project Plan • Scope – Needs – Outcome – Objectives • Stakeholders • Deliverables – WBS – WBS dictionary • Quality management plan • Organization • Communication management plan • Schedule plan • Staffing plan • Budget plan • Procurement management plan • Risk management plan – Risk register – Risk mitigation www.projektor.ee/pm/#integration
  • 21. Objectives of Project Plan (Document) • Basis for project execution and control • Project planning documentation • Stakeholders communication tool • Define reporting dates www.projektor.ee/pm/#integration
  • 22. e.g. EU Erasmus+ Strategic Partnerships Project Application Template D. Participating organization(s) E. Description of the Project - Rationale (objectives, needs, target groups) - Innovation and connection to similar projects - Project partners (competences, experience, task distribution) - Communication, meetings - Topics covered - Expected results E.1. Participants Number of beneficial F. Preparation F.1. Project Management Budget control Time management Quality monitoring Risk management Measurable objectives G. Implementation - Supporting activities - Work activities G.1. Intellectual Outputs O1 Management O2 Design O3 Development O4 Dissemination O5 Exploitation G.2. Multiplier Events H. Follow-up H.1. Impact H.2. Dissemination and Use of Projects' Results H.3. Sustainability I. Budget I.1. PM and Implementation I.2. Transnational Project Meetings I.3. Intellectual Outputs I.4. Multiplier Events I.5. Traveling
  • 24. Integrated Project Plan • Executive summary • Project (business) needs • Project outcome description (features) • Project objectives (SMART) • Project deliverables (WBS) • Quality assurance plan • Project stakeholders • Project organization (team, staff, competences) • Communication plan • Project schedule (time and resource plan)* • Project resources (list of resources with characteristics) • Procurement plan • Project budget* • Risk respond plan (risks and mitigation) * Short summary in the main document, full charts in appendixes
  • 27. Project Phases and Processes Initiation Planning Execution Control Closing www.projektor.ee/pm/#integration
  • 29. Project Control • Monitor project process – Collect and measure information – Compare actual process with plans – Assess trends and forecast • Take preventive actions • Take corrective actions • Provide information for status reporting www.projektor.ee/pm/#integration
  • 30. Inputs: - Project plan - Performance information - Deliverables - Accepted or rejected change requests Methods: - PM methodology - PMIS - EVM - Expert judgment Outputs - Corrective actions - Preventive actions - Change requests - Defect repairs - Forecasts - Project plan updates - Deliverables Integrated Change Management www.projektor.ee/pm/#integration
  • 31. Change Management Is needed because projects seldom run exactly according to the project management plan www.projektor.ee/pm/#integration
  • 32. Change Management • Identifying needs for changes • Documenting change requests • Reviewing and approving/rejecting requests, corrective and preventive actions • Managing approved changes and actions • Updating the scope, quality, budget and schedule based on approved changes • Maintaining the integrity of baselines • Documenting impact of changes • Validating defect repair • Controlling project quality www.projektor.ee/pm/#integration
  • 33. Project Management Methodology Process that aids a project management team in monitoring and controlling the project work according to the project plan www.projektor.ee/pm/#integration
  • 34. Project Management Information System An automated system that is used to monitor, control and forecast the execution of project activities www.projektor.ee/pm/#integration
  • 35. Configuration Management System Change Control Process • Identify changes • Assess the effectiveness of those changes • Continuously improve the project • Communicate changes to the stakeholders • Configuration identification • Configuration status reporting • Configuration verification and auditing
  • 36. Expert Judges • Other departments • Consultants • Customers • Sponsors • Professional associations • Professional networks • Stakeholders www.projektor.ee/pm/#integration
  • 37. Corrective Action Documented recommendations to bring future project performance into conformance with the project plan www.projektor.ee/pm/#integration
  • 38. Preventive Action Documented recommendations that reduce probability of negative consequence of project risks www.projektor.ee/pm/#integration
  • 41. Project Phases and Processes Initiation Planning Execution Control Closing www.projektor.ee/pm/#integration
  • 42. Project Closure • Formal close of the work • Handing over the project result • Final result verification www.projektor.ee/pm/#integration
  • 43. Inputs: - Project plan - Contract documentation - Environmental factors - Organizational assets - Performance information - Deliverables Methods: - PM methodology - PMIS - Expert judgment Outputs - Administrative closure procedure - Contract closure procedure - Final outcome - Lessons learned Project Closure www.projektor.ee/pm/#integration
  • 44. Administrative Closure • Closing activities • Responsibilities • Collecting project documentation • Analyzing success and failure • Gathering lessons learned • Archiving www.projektor.ee/pm/#integration
  • 45. Contract Closure • Finishing all contracts • Product verification www.projektor.ee/pm/#integration
  • 46. Closure Specialities • Project is finished but work can continue • Formal closing document is needed • Final scope definition www.projektor.ee/pm/#integration
  • 47. Document of Formal Closure • Closing accounts • Reason for closure • Closure related activities www.projektor.ee/pm/#integration
  • 48.
  • 49. Closing Activities • Finishing additional works • Archiving documents • Utilising material leftovers • Writing final reports www.projektor.ee/pm/#integration
  • 50. Archiving • Resource quantities • Unit prices • Changes and modifications • Correspondence www.projektor.ee/pm/#integration

Notas del editor

  1. Making choices about where to concentrate resources Making trade-offs between competing objectives
  2. (product) Divestment – toote üleandmine
  3. Discrete and well-defined processes are overlapping in reality Actually – no single way how to handle the project
  4. SOW - Statement of Work
  5. … for communication, documentation, closure, finances, defect management, changes, risks, work authorization,
  6. Document that formally authorizes the project Provides authority to the project manager to use organizational resources Starts project planning
  7. Definition of the project
  8. A. General Information B. Context B.1. Project Identification B.2. National Agency of the Applicant Organisation C. Priorities J. Project Summary J.1. Summary of participating organisations J.2. Budget Summary J.2.1. Project Total Grant K. Checklist L. Data Protection Notice M. Declaration of Honour
  9. Cover Page Table of content
  10. Change Control
  11. Change Control
  12. SOW - Statement of Work
  13. Plans are made for changes Different stakeholders make change proposals (requests) Project team has to reject or accept requests according to the project scope and customer needs.
  14. New: cost estimates Schedule activity sequences Milestones Resources Risks Risk responses
  15. + configuration management system = identifiing, documenting and making changes to the baseline
  16. Change con
  17. Change Control
  18. SOW - Statement of Work