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
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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
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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