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1/6/2011

Project Management
Knowledge Areas
Section – 3
Chapter – 4
p

Project Integration Management
Session Objectives…
1. To know processes in project Integration
p
p j
g
Management.
2. How to Develop Project Charter
3. How to Develop Project Management Plan
4. How to Direct and Manage Project
Execution
5. How t M it
5 H
to Monitor and C t l P j t W k
d Control Project Work
6. How to perform Integrated Change Control
7. How to Close the Project / Phase

1
1/6/2011

Project Integration Management
Exam Objectives…
1.
1 Developing Project Charter
2. Developing Project Management Plan
3. Directing
and Managing Project
Execution
4. Monitoring and Controlling Project
Work
5. Performing Integrated Change Control
6. Closing the Project / Phase.

Project Integration Management
The processes in Project Integration Management
are:
1. How to Develop Project Charter
2. How to Develop Project Management Plan
3. How to Direct and Manage Project
Execution
4. How to Monitor and Control Project Work
5. How t perform I t
5 H
to
f
Integrated Ch
t d Change C t l
Control
6. How to Close Project

2
1/6/2011

Project Integration Management
Ensures proper coordination among
project management process groups
groups.
Helps in decision
Processes
making to meet or
exceed stakeholders’
expectations.
Integration

Tools

Techniques

Develop Project Charter
Project Charter is the document authorizing
j
the Project
Provides Project Manager with the
authority to use resources to the project
Project Manager is identified
Is issued by project initiator/sponsor
(
(external to project), who is funding the
p j )
g
project
Project
Manager
participates
in
developing Project Charter

3
1/6/2011

Develop Project Charter

• 1. Project Statement of
Work
• 2. Business Case`
• 3. Contract
• 4. Organizational
Process Assets
• 5. Enterprise
Environment Factors

Input

Tools &
Techniques
• 1. Expert Judgment

• 1. Project Charter

Output

Develop Project Charter
o

o

Inputs
1.
1 Project Statement of Work (SOW):
Description of products or services.
SOW include
Business needs.
Product Scope Description
Description,
Strategic Plan.

4
1/6/2011

Develop Project Charter
Inputs
o 2 Business Case
2.Business
Market Demand
Organizational Need
Customer Request
Technological Advancement
Legal Requirement
Social Need
Ecological Impact

Develop Project Charter
Inputs
o 3 Contract (if applicable)
3.
o 4. Enterprise Environmental Factors
o 5. Organizational Process Assets

5
1/6/2011

Develop Project Charter
Tools and Techniques
o 1 Expert Judgment
1.
Other Business Units
Consultants
Stakeholders
Subject Matter Experts
PMO
Output
o 1. Project Charter

Develop Project Charter
Contains…
1. Purpose / justification
2. M
Measurable Project objectives and success
bl P j
bj i
d
criteria
3. High-level requirements
4. High-level project description
5. High-Level Risks
6. Summary of Milestone Schedule
7. Summary budget
7
8. Project approval requirements
9. Assigned project manager and authority
10. Name and authority of the sponsor

6
1/6/2011

Develop Project Management Plan
Project Management Plan contents vary
p
pp
upon application area
It is progressively elaborated
Explains how plan is executed, monitored
and controlled and closed
Describes how to define, develop,
integrate and coordinate subsidiary plans
Project Management Plan is revised and
updated through Integrated Change
Control Process

Develop Project Management Plan

• 1. Project Charter
• 2. Outputs from
Planning Processes
• 3. Enterprise
Environmental Factors
• 4. Organizational
Process Assets

Input

Tools &
Techniques
• 1. Expert Judgment

• 1. Project Management
Plan

Output

7
1/6/2011

Develop Project Management Plan
Inputs
1.
1 Project Charter
2. Outputs from planning processes
3. Enterprise Environmental Factors
4. Organizational Process Assets

Develop Project Management Plan
Tools d Techniques
T l and T h i
1. Expert Judgment
Output
1. Project Management Plan

8
1/6/2011

Project Management Plan
Project Management Plan integrates and
consolidates the subsidiary management
plans and baselines from planning processes
Project Management Processes
1. Level of implementing of the processes
2. Descriptions of Tools and Techniques
selected f use.
l
d for
How work is executed
How Change is Monitored and Controlled

Project Management Plan
How Configuration Management is
performed
How Performance measurement baselines
are maintained
How communications are established
How Risks are managed
g
How Quality is managed

9
1/6/2011

Project Management Plan
Subsidiary Management Plans are
1.
1 Scope Management Plan
2. Requirements Management Plan
3. Schedule Management Plan
4. Cost Management Plan
5. Quality Management Plan
6. Process Improvement Plan
7. Risk Management Plan
8. Procurement Management Plan

Project Management Plan
Schedule
MP
Requirements
MP

Cost
MP

Process
Improvement
Plan

Scope
MP

Project
MP
Procurement
MP

Quality
MP

Risk
MP

H.R.
MP
Comm.
MP

10
1/6/2011

Direct and Manage Project
Execution

The Process includes Project management
activities and Project activities that deliver
products/services as defined in Scope
Statement.
Perform activities to accomplish project
objectives
Spend funds to accomplish project
objectives
Staff, train and manage project team

Direct and Manage Project
Execution

The activities are…
Obtain,
Obtain bids and offers/proposals
offers/proposals.
Manage sellers.
Obtain and manage resources.
Implement planned methods and
standards.
Collect & d
C ll
document lessons l
l
learned.
d
Manage risks & implement risk
responses project team.

11
1/6/2011

Direct and Manage Project
Execution

The activities are
Adopt approved changes into project’s
project s
subsidiary plans
Manage and implement change requests,
corrective actions, preventive actions
and defect repairs
Establish and manage communication
channels
Collect project data and report cost,
schedule, quality progress

Direct and Manage Project
Execution

•1. Project Management Plan
•2. Approved change requests
•3. Enterprise Environmental
Factors
•4. Organizational Process Assets

Input

Tools &
Techniques
•1. Expert Judgment
•2. Project Management
Information System

•1. Deliverables
•2. Work Performance Information
•3. Change Requests
•4. Updated Project Management
Plan
•5. Updated Project Document

Output

12
1/6/2011

Direct and Manage Project
Execution

Inputs
1.
1 Project Management Plan
2. Approved Change Requests
3. Enterprise Environmental Factors
4. Organizational Process Assets

Direct and Manage Project
Execution
Tools and Techniques
Expert Judgment
Project Management Information System

13
1/6/2011

Direct and Manage Project
Execution

Outputs
1.
1 Deliverables
2. Work Performance Information
Project Schedule Status Information
Project Cost Status Information
Resource Utilization Information
3. Change Requests
4. Updated Project Management Plan
5. Updated Project Documents

Monitor and Control Project
Work

The Process includes the activities required
to monitor and control the project as
desired.The i i i
d i d Th activities are:
Comparing actual project performance
against project plan
Assess and implement needed corrective /
preventive actions
Analyzing and tracking and monitoring
y g
g
g
Project risks and implementing risk
responses accordingly
Monitoring Implementation of approved
changes

14
1/6/2011

Monitor and Control Project Work

• 1. Project Management
Plan
• 2. Performance Reports
• 3. Enterprise
Environmental Factors
• 4. Organizational Process
Assets

Input

Tools &
Techniques
• 1. Expert Judgment

• 1. Change Requests
• 2. Updated Project
Management Plan
• 3. Project Document
Updates

Output

Monitor and Control Project
Work

Inputs
1.
1 Project Management Plan
2. Performance Reports
3. Enterprise Environmental Factors
4. Organizational Process Assets

15
1/6/2011

Monitor and Control Project
Work

Tools and Techniques
o 1. Expert J g
p
Judgment
Outputs
o 1. Change Requests
Change Requests
Corrective Action
Preventive Action
Defect Repair
o 2. Project Management Plan Updates
o 3. Project Document Updates

Perform Integrated Change
Control
1.
2.
3.
4.

This process includes the change
management activities
activities….
Identifying the change need or change
occurred.
Ensuring only approved changes are
implemented
Reviewing and approving change requests
Managing approved changes

16
1/6/2011

Perform Integrated Change
Control

The objectives of Configuration & Change
Management Systems are
Adopts method to identify and request
changes to establish baselines and assess
these changes
Provides opportunities to validate and
improve the project by assessing the impact
of all change requests
Provides the method to consistently
communicate all approved and rejected
changes to all stakeholders/team members

Perform Integrated Change
Control
1.
2.
3.

The Configuration Management System
activities are
Configuration Identification Selection
and identification of a configuration item.
Configuration
Status
Accounting
Information is recorded and reported.
Configuration Verification and Audit
Ensuring
the
composition
of
configuration items.

17
1/6/2011

Perform Integrated Change
Control
Integrated Change Control

`Proposed Change

Change Control System

Change Control Board
`Yes

`Value of Change

`

Benefit: Cost

Update Project Baseline &
Project Plan

Approved

Risk

No

Inform requester &
archive

Perform Integrated Change
Control

• 1. Project Management
Plan
• 2. Work Performance
Information
• 3. Change Requests
• 4. Enterprise
Environmental Factors
5.
• 5 Organizational Process
Assets

Input

Tools &
Techniques
• 1. Expert Judgment
• 2. Change Control
Meetings

• 1. Updated Change
Request Status
• 2. Updated Project
Management Plan
• 3. Updated Project
Document

Output

18
1/6/2011

Perform Integrated Change
Control
Inputs
1. P j
Project M
Management Plan
Pl
2. Work Performance Information
3. Change Requests
4. Enterprise Environmental Factors
5. Organizational P
5 O
i ti l Process A t
Assets

Perform Integrated Change
Control
Tools and Techniques
1. E
Expert Judgment
J d
2. Change Control Meetings
Outputs
1. Updated Change Request Status
2. Updated P j t M
2 U d t d Project Management Plan
t Pl
3. Updated Project Document

19
1/6/2011

Close Project
The activities in this process include
Activities
necessary
to
satisfy
completion or exit criteria
To transfer products/services to next
phase or operations
To collect project/phase records, lessons
p j
p
,
learned, audit project success/failure,
archive project information for future
use

Close Project

• 1. Project Management
Plan
• 2. Accepted Deliverables
• 3. Organizational Process
Assets

Input

Tools &
Techniques
• 1. Expert Judgment

• 1. Final Product, Service
or Result
• 2. Updated Organizational
Process Assets

Output

20
1/6/2011

Close Project
Inputs
1.
1 Project Management Plan
2. Accepted Deliverables
3. Organizational Process Assets

Close Project
Tools and Techniques
1.
1 Expert Judgment
Outputs
1. Final
Product, Service, or Result
Transition
2. Updated Organizational Process Assets
Project files
Project / Phase closure documents
Historical Information

21
1/6/2011

Project Integration Management
To Sum up…
1. We know processes in project Integration
Management
2. We know how to Develop Project Charter
3. We
know how to Develop Project
Management Plan
4. We know how to Direct and Manage Project
Execution
5. We know h
5 W k
how t M it
to Monitor and C t l
d Control
Project Work
6. We know what is Integrated Change Control
7. We know how to Close the Project

22
1/6/2011

Questions ?

23

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Project managment 3

  • 1. 1/6/2011 Project Management Knowledge Areas Section – 3 Chapter – 4 p Project Integration Management Session Objectives… 1. To know processes in project Integration p p j g Management. 2. How to Develop Project Charter 3. How to Develop Project Management Plan 4. How to Direct and Manage Project Execution 5. How t M it 5 H to Monitor and C t l P j t W k d Control Project Work 6. How to perform Integrated Change Control 7. How to Close the Project / Phase 1
  • 2. 1/6/2011 Project Integration Management Exam Objectives… 1. 1 Developing Project Charter 2. Developing Project Management Plan 3. Directing and Managing Project Execution 4. Monitoring and Controlling Project Work 5. Performing Integrated Change Control 6. Closing the Project / Phase. Project Integration Management The processes in Project Integration Management are: 1. How to Develop Project Charter 2. How to Develop Project Management Plan 3. How to Direct and Manage Project Execution 4. How to Monitor and Control Project Work 5. How t perform I t 5 H to f Integrated Ch t d Change C t l Control 6. How to Close Project 2
  • 3. 1/6/2011 Project Integration Management Ensures proper coordination among project management process groups groups. Helps in decision Processes making to meet or exceed stakeholders’ expectations. Integration Tools Techniques Develop Project Charter Project Charter is the document authorizing j the Project Provides Project Manager with the authority to use resources to the project Project Manager is identified Is issued by project initiator/sponsor ( (external to project), who is funding the p j ) g project Project Manager participates in developing Project Charter 3
  • 4. 1/6/2011 Develop Project Charter • 1. Project Statement of Work • 2. Business Case` • 3. Contract • 4. Organizational Process Assets • 5. Enterprise Environment Factors Input Tools & Techniques • 1. Expert Judgment • 1. Project Charter Output Develop Project Charter o o Inputs 1. 1 Project Statement of Work (SOW): Description of products or services. SOW include Business needs. Product Scope Description Description, Strategic Plan. 4
  • 5. 1/6/2011 Develop Project Charter Inputs o 2 Business Case 2.Business Market Demand Organizational Need Customer Request Technological Advancement Legal Requirement Social Need Ecological Impact Develop Project Charter Inputs o 3 Contract (if applicable) 3. o 4. Enterprise Environmental Factors o 5. Organizational Process Assets 5
  • 6. 1/6/2011 Develop Project Charter Tools and Techniques o 1 Expert Judgment 1. Other Business Units Consultants Stakeholders Subject Matter Experts PMO Output o 1. Project Charter Develop Project Charter Contains… 1. Purpose / justification 2. M Measurable Project objectives and success bl P j bj i d criteria 3. High-level requirements 4. High-level project description 5. High-Level Risks 6. Summary of Milestone Schedule 7. Summary budget 7 8. Project approval requirements 9. Assigned project manager and authority 10. Name and authority of the sponsor 6
  • 7. 1/6/2011 Develop Project Management Plan Project Management Plan contents vary p pp upon application area It is progressively elaborated Explains how plan is executed, monitored and controlled and closed Describes how to define, develop, integrate and coordinate subsidiary plans Project Management Plan is revised and updated through Integrated Change Control Process Develop Project Management Plan • 1. Project Charter • 2. Outputs from Planning Processes • 3. Enterprise Environmental Factors • 4. Organizational Process Assets Input Tools & Techniques • 1. Expert Judgment • 1. Project Management Plan Output 7
  • 8. 1/6/2011 Develop Project Management Plan Inputs 1. 1 Project Charter 2. Outputs from planning processes 3. Enterprise Environmental Factors 4. Organizational Process Assets Develop Project Management Plan Tools d Techniques T l and T h i 1. Expert Judgment Output 1. Project Management Plan 8
  • 9. 1/6/2011 Project Management Plan Project Management Plan integrates and consolidates the subsidiary management plans and baselines from planning processes Project Management Processes 1. Level of implementing of the processes 2. Descriptions of Tools and Techniques selected f use. l d for How work is executed How Change is Monitored and Controlled Project Management Plan How Configuration Management is performed How Performance measurement baselines are maintained How communications are established How Risks are managed g How Quality is managed 9
  • 10. 1/6/2011 Project Management Plan Subsidiary Management Plans are 1. 1 Scope Management Plan 2. Requirements Management Plan 3. Schedule Management Plan 4. Cost Management Plan 5. Quality Management Plan 6. Process Improvement Plan 7. Risk Management Plan 8. Procurement Management Plan Project Management Plan Schedule MP Requirements MP Cost MP Process Improvement Plan Scope MP Project MP Procurement MP Quality MP Risk MP H.R. MP Comm. MP 10
  • 11. 1/6/2011 Direct and Manage Project Execution The Process includes Project management activities and Project activities that deliver products/services as defined in Scope Statement. Perform activities to accomplish project objectives Spend funds to accomplish project objectives Staff, train and manage project team Direct and Manage Project Execution The activities are… Obtain, Obtain bids and offers/proposals offers/proposals. Manage sellers. Obtain and manage resources. Implement planned methods and standards. Collect & d C ll document lessons l l learned. d Manage risks & implement risk responses project team. 11
  • 12. 1/6/2011 Direct and Manage Project Execution The activities are Adopt approved changes into project’s project s subsidiary plans Manage and implement change requests, corrective actions, preventive actions and defect repairs Establish and manage communication channels Collect project data and report cost, schedule, quality progress Direct and Manage Project Execution •1. Project Management Plan •2. Approved change requests •3. Enterprise Environmental Factors •4. Organizational Process Assets Input Tools & Techniques •1. Expert Judgment •2. Project Management Information System •1. Deliverables •2. Work Performance Information •3. Change Requests •4. Updated Project Management Plan •5. Updated Project Document Output 12
  • 13. 1/6/2011 Direct and Manage Project Execution Inputs 1. 1 Project Management Plan 2. Approved Change Requests 3. Enterprise Environmental Factors 4. Organizational Process Assets Direct and Manage Project Execution Tools and Techniques Expert Judgment Project Management Information System 13
  • 14. 1/6/2011 Direct and Manage Project Execution Outputs 1. 1 Deliverables 2. Work Performance Information Project Schedule Status Information Project Cost Status Information Resource Utilization Information 3. Change Requests 4. Updated Project Management Plan 5. Updated Project Documents Monitor and Control Project Work The Process includes the activities required to monitor and control the project as desired.The i i i d i d Th activities are: Comparing actual project performance against project plan Assess and implement needed corrective / preventive actions Analyzing and tracking and monitoring y g g g Project risks and implementing risk responses accordingly Monitoring Implementation of approved changes 14
  • 15. 1/6/2011 Monitor and Control Project Work • 1. Project Management Plan • 2. Performance Reports • 3. Enterprise Environmental Factors • 4. Organizational Process Assets Input Tools & Techniques • 1. Expert Judgment • 1. Change Requests • 2. Updated Project Management Plan • 3. Project Document Updates Output Monitor and Control Project Work Inputs 1. 1 Project Management Plan 2. Performance Reports 3. Enterprise Environmental Factors 4. Organizational Process Assets 15
  • 16. 1/6/2011 Monitor and Control Project Work Tools and Techniques o 1. Expert J g p Judgment Outputs o 1. Change Requests Change Requests Corrective Action Preventive Action Defect Repair o 2. Project Management Plan Updates o 3. Project Document Updates Perform Integrated Change Control 1. 2. 3. 4. This process includes the change management activities activities…. Identifying the change need or change occurred. Ensuring only approved changes are implemented Reviewing and approving change requests Managing approved changes 16
  • 17. 1/6/2011 Perform Integrated Change Control The objectives of Configuration & Change Management Systems are Adopts method to identify and request changes to establish baselines and assess these changes Provides opportunities to validate and improve the project by assessing the impact of all change requests Provides the method to consistently communicate all approved and rejected changes to all stakeholders/team members Perform Integrated Change Control 1. 2. 3. The Configuration Management System activities are Configuration Identification Selection and identification of a configuration item. Configuration Status Accounting Information is recorded and reported. Configuration Verification and Audit Ensuring the composition of configuration items. 17
  • 18. 1/6/2011 Perform Integrated Change Control Integrated Change Control `Proposed Change Change Control System Change Control Board `Yes `Value of Change ` Benefit: Cost Update Project Baseline & Project Plan Approved Risk No Inform requester & archive Perform Integrated Change Control • 1. Project Management Plan • 2. Work Performance Information • 3. Change Requests • 4. Enterprise Environmental Factors 5. • 5 Organizational Process Assets Input Tools & Techniques • 1. Expert Judgment • 2. Change Control Meetings • 1. Updated Change Request Status • 2. Updated Project Management Plan • 3. Updated Project Document Output 18
  • 19. 1/6/2011 Perform Integrated Change Control Inputs 1. P j Project M Management Plan Pl 2. Work Performance Information 3. Change Requests 4. Enterprise Environmental Factors 5. Organizational P 5 O i ti l Process A t Assets Perform Integrated Change Control Tools and Techniques 1. E Expert Judgment J d 2. Change Control Meetings Outputs 1. Updated Change Request Status 2. Updated P j t M 2 U d t d Project Management Plan t Pl 3. Updated Project Document 19
  • 20. 1/6/2011 Close Project The activities in this process include Activities necessary to satisfy completion or exit criteria To transfer products/services to next phase or operations To collect project/phase records, lessons p j p , learned, audit project success/failure, archive project information for future use Close Project • 1. Project Management Plan • 2. Accepted Deliverables • 3. Organizational Process Assets Input Tools & Techniques • 1. Expert Judgment • 1. Final Product, Service or Result • 2. Updated Organizational Process Assets Output 20
  • 21. 1/6/2011 Close Project Inputs 1. 1 Project Management Plan 2. Accepted Deliverables 3. Organizational Process Assets Close Project Tools and Techniques 1. 1 Expert Judgment Outputs 1. Final Product, Service, or Result Transition 2. Updated Organizational Process Assets Project files Project / Phase closure documents Historical Information 21
  • 22. 1/6/2011 Project Integration Management To Sum up… 1. We know processes in project Integration Management 2. We know how to Develop Project Charter 3. We know how to Develop Project Management Plan 4. We know how to Direct and Manage Project Execution 5. We know h 5 W k how t M it to Monitor and C t l d Control Project Work 6. We know what is Integrated Change Control 7. We know how to Close the Project 22