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Trainer: Anand BobadePMBOK 6th Edition, 2019, All rights reserved.
Monitor & Control
Project Work
Chapter 5 –
Project Integration Management
PMP SIXTH EDITION
PMBOK 6 - All rights reserved; By: Anand Bobade (nmbobade@gmail.com)
Overview
Monitor and Control Project Work definition
Monitor and Control Project Work - ITTO
Data analysis techniques
What is Work Performance Reports?
Review
4.5 Monitor and Control Project Work
PMBOK 6 - All rights reserved; By: Anand Bobade (nmbobade@gmail.com)
Integration Management processes
Develop Project
Charter
Develop Project
Management plan
Direct and Manage
Project work
Manage Knowledge
Monitor & Control
Project Work
Perform Integrated
change Control
Close Project or
phase
I P EE
MC CMC
PMBOK 6 - All rights reserved; By: Anand Bobade (nmbobade@gmail.com)
Overview
Continuous
improvement
(Analyze variance
& recommend)
Continuously Monitor
Project work
(Resources, Task
status, risks, changes )
Collect project status data &
measure against schedule
(Schedule Variance, Schedule
Performance Index & Earn
Value)
PMBOK 6 - All rights reserved; By: Anand Bobade (nmbobade@gmail.com)
Monitoring Controlling
Overview -> Difference between Monitoring and Controlling
What you can
not measure,
you can not
manage
Activities involved:
• Colleting information about
completed task, payments
• Measuring information
• Comparing planned vs. actuals
• Evaluating trends
Activities involved:
• Determining corrective &
preventive actions
• Re-planning
• Follow-ups to ensure issue
resolutions.
PMBOK 6 - All rights reserved; By: Anand Bobade (nmbobade@gmail.com)
Comparing project performance against PMP
Assess performance to determine corrective or
preventive actions.
Checking status of each risks.
Maintain an accurate, timely information base
(status reports)
Overview -> Activities involved
PMBOK 6 - All rights reserved; By: Anand Bobade (nmbobade@gmail.com)
Provide information to support status
reporting, progress measurement, and
forecasting.
Provide forecasts to update current cost and
current schedule information.
Monitor implementation of approved changes.
Provide appropriate reports on project
progress.
Ensure project alignment to business needs.
Overview -> Activities involved
PMBOK 6 - All rights reserved; By: Anand Bobade (nmbobade@gmail.com)
Tracking, reviewing, & reporting progress to meet performance
objectives defined in PMP
It allows stakeholder to understand current state of project,
steps taken, budget, schedule & scope forecasts.
Monitor and Control Project Work -> Definition
Progress
Tracking Reviewing Reporting Performance Objective
To
meet
PMBOK 6 - All rights reserved; By: Anand Bobade (nmbobade@gmail.com)
Monitor and Control Project Work-> ITTO
Expert Judgment
Data analysis
Decision making
Meetings
Project Management
plan
Project documents
Work Performance
information
Agreements
Enterprise
environmental factors
Organizational process
assets
Work Performance
reports
Change request
PMP updates
Project document
updates
Inputs Tools & Techniques Outputs
PMBOK 6 - All rights reserved; By: Anand Bobade (nmbobade@gmail.com)
Project Management
plan
Project documents
Work Performance
information
Agreements
Enterprise
environmental factors
Organizational
process assets
Monitor and Control Project Work -> Input
PMBOK 6 - All rights reserved; By: Anand Bobade (nmbobade@gmail.com)
Project management
plan
Describes how project will be executed, monitored and controlled.
Provide subsidiary plans & guidelines to analyze variance against all baselines.
Scope Baseline
Schedule
baseline
Cost Baseline
Describes tools & process for variance analysis, forecasting etc.
Provide reporting templates & communication details.
Monitor & Control Project Work-> Input->PMP
PMBOK 6 - All rights reserved; By: Anand Bobade (nmbobade@gmail.com)
Project documents
Following Project documents acts as key inputs:
Lessons learned Register Assumption log Issue log
Risk Register Risk Report Quality reports
Milestone list Cost forecasts Schedule forecasts
Basis of estimates
Monitor & Control Project Work-> Input->Project documents
PMBOK 6 - All rights reserved; By: Anand Bobade (nmbobade@gmail.com)
Work Performance
Information
It is work performance data gathered through work executions & passed to the controlling processes.
WPD are compared with PMP components, projects documents which indicates project performance.
Monitor & Control Project Work-> Input->WPI
20/100 deliverables
are validated
320/500 test cases
are executed
Risk response
is not effective
Monitor & Control
Project work
Validate Scope
Manage Quality
Control Risks
Direct & Manage
Project work
PMBOK 6 - All rights reserved; By: Anand Bobade (nmbobade@gmail.com)
Monitor & Control Project Work-> Input->WPI
Monitoring & Controlling PG-> Control Process
Validate Scope Control Scope Control Schedule Control Cost Manage Quality
Control
Communication
Control Risks
Control
Stakeholder Eng.
Control
Procurements
M&C PG->
Monitor & Control Project work
Work Performance
Information
Work Performance
Information
PMBOK 6 - All rights reserved; By: Anand Bobade (nmbobade@gmail.com)
Agreements
Can be a procurement agreements.
Agreement includes:
Terms & conditions What seller is going to perform or provide
Monitor & Control Project Work-> Input->Agreements
If projects is outsourced part of the work, the PM has to monitor contractors work to
ensure
Agreement meets the specific needs of the
project
Agreement adheres to organizations
procurement policies
PMBOK 6 - All rights reserved; By: Anand Bobade (nmbobade@gmail.com)
Enterprise
environmental factors
EEF that can influence Monitor & Control Project Work
Project management
Information system
Infrastructure
Stakeholder
expectations
Risk thresholds
Government or
industry standards
Monitor & Control Project Work-> Input->EEF
PMBOK 6 - All rights reserved; By: Anand Bobade (nmbobade@gmail.com)
Organizational
process assets
OPA that can influence Monitoring & controlling
Policies, processes &
Procedures
Financial control procedures
Monitoring & reporting
methods
Issue Management
Defect management
procedure
Organizational knowledge
base
Monitor & Control Project Work-> Input->OPA
PMBOK 6 - All rights reserved; By: Anand Bobade (nmbobade@gmail.com)
Expert Judgment Data analysis Decision making Meetings
Monitor & Control Project Work -> Tools and Techniques
PMBOK 6 - All rights reserved; By: Anand Bobade (nmbobade@gmail.com)
Expert Judgment
May help PM to interpret the information, determine corrective/ preventive actions.
Discuss action required to ensure project performance matches expectations.
Discuss work performance data which may lead to raising a change request.
Estimation
Techniques
Interpretations &
contextualization
of data
Trend analysis
Risk Management
Contract
Management
Earn Value
analysis
Technical
knowledge on the
industry
Monitor & Control Project Work->T&T->Expert Judgment
Expertise may
be in the area
of
PMBOK 6 - All rights reserved; By: Anand Bobade (nmbobade@gmail.com)
Data analysis
Used to evaluate, analyze or forecasts potential outcomes.
Earned Value
analysis
Variance Analysis Trend Analysis
Root Cause
Analysis
Alternative analysis
Cost benefit
analysis
Monitor & Control Project Work->T&T-> Data analysis
PMBOK 6 - All rights reserved; By: Anand Bobade (nmbobade@gmail.com)
Earned Value Management
(EVM):
• provides an integrated perspective on
scope, schedule, and cost performance.
Trend Analysis:
• Used to forecast future performance
based on past results.
Variance analysis
• measures the difference between the
actual performance and the
performance baseline.
Monitor & Control Project Work->T&T-> Data analysis
Data analysis
PMBOK 6 - All rights reserved; By: Anand Bobade (nmbobade@gmail.com)
Data analysis
Monitor & Control Project Work->T&T-> Data analysis
Root Cause Analysis
• Focusses on identifying main reasons
of a problem.
Cost benefit analysis
• Determine best corrective action in
terms of cost in case of project
deviations.
Alternative analysis:
• Select corrective & preventive actions
to implement when deviation occurs.
PMBOK 6 - All rights reserved; By: Anand Bobade (nmbobade@gmail.com)
Meetings
Direct & Manage Project Work->T&T-> Meetings
Meetings are used to discuss variance, recommendation with project team & other stakeholders.
Meetings may be face to face, virtual, formal or informal.
Types of meetings may includes – user groups & review meetings.
PMBOK 6 - All rights reserved; By: Anand Bobade (nmbobade@gmail.com)
Decision making
Decision making is used If there are several alternatives to solve a problem
• Making decision based on unanimity, Majority or
plurality.
Voting
Voting
Monitor & Control Project Work -> Tools and Techniques -> Decision making
PMBOK 6 - All rights reserved; By: Anand Bobade (nmbobade@gmail.com)
Work Performance
reports
Change request PMP updates
Project document
updates
Monitor and Control Project Work -> Output
PMBOK 6 - All rights reserved; By: Anand Bobade (nmbobade@gmail.com)
Work Performance
Reports
WPI is combined, recorded & distributed in physical or electronic form to
create awareness or get decisions.
Monitor & Control Project Work->Output->WPR
Burn down Chart Earn value graph Trend lines
Defect Histograms Risk summary Forecasts
Decisions,
Actions &
Awareness
Status reports Progress reports
Dashboard Heat- Report Stop light Charts
PMBOK 6 - All rights reserved; By: Anand Bobade (nmbobade@gmail.com)
Monitor & Control Project Work->Output->WPR
Manage Project Team
Manage
Communication
Perform Integrated
Change Control
Control Risks Control Procurement
M&C PG
Monitor & Control
Project work
Monitoring & Controlling PGExecuting PG
Work Performance
Reports
Work Performance
Reports
PMBOK 6 - All rights reserved; By: Anand Bobade (nmbobade@gmail.com)
CR may be raised as a result of the data analysis techniques done during this process
CR may expand, adjust or reduce the project scope, quality, schedule or cost baselines.
CR can be Corrective, preventive or Defect repairs.
Monitor and Control Project Work -> Output-> Change Request
Change request
Monitor & Control
Project Work
Data analysis
PMBOK 6 - All rights reserved; By: Anand Bobade (nmbobade@gmail.com)
PMP updates
Changes identified may affect the overall PMP (any component).
Change to PMP goes through organizations Change control process via a Change request.
Monitor and Control Project Work -> Output -> PMP updates
PMBOK 6 - All rights reserved; By: Anand Bobade (nmbobade@gmail.com)
Project document
updates
All documents updates are subject to formal Change control Process.
Cost Forecasts Schedule forecast Issue log
Risk Register Lessons learned register
Monitor and Control Project Work -> Output->Project document updates
PMBOK 6 - All rights reserved; By: Anand Bobade (nmbobade@gmail.com)
Monitor and Control Project Work -> Quick Review
Purpose of M&C PW process
Difference between monitoring & controlling
Monitor and Control Project Work definition
Monitor and Control Project Work - ITTO
Data analysis techniques
What is Work Performance Reports?
PMBOK Monitor Control Project Work

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PMBOK Monitor Control Project Work

  • 1. Trainer: Anand BobadePMBOK 6th Edition, 2019, All rights reserved. Monitor & Control Project Work Chapter 5 – Project Integration Management PMP SIXTH EDITION
  • 2. PMBOK 6 - All rights reserved; By: Anand Bobade (nmbobade@gmail.com) Overview Monitor and Control Project Work definition Monitor and Control Project Work - ITTO Data analysis techniques What is Work Performance Reports? Review 4.5 Monitor and Control Project Work
  • 3. PMBOK 6 - All rights reserved; By: Anand Bobade (nmbobade@gmail.com) Integration Management processes Develop Project Charter Develop Project Management plan Direct and Manage Project work Manage Knowledge Monitor & Control Project Work Perform Integrated change Control Close Project or phase I P EE MC CMC
  • 4. PMBOK 6 - All rights reserved; By: Anand Bobade (nmbobade@gmail.com) Overview Continuous improvement (Analyze variance & recommend) Continuously Monitor Project work (Resources, Task status, risks, changes ) Collect project status data & measure against schedule (Schedule Variance, Schedule Performance Index & Earn Value)
  • 5. PMBOK 6 - All rights reserved; By: Anand Bobade (nmbobade@gmail.com) Monitoring Controlling Overview -> Difference between Monitoring and Controlling What you can not measure, you can not manage Activities involved: • Colleting information about completed task, payments • Measuring information • Comparing planned vs. actuals • Evaluating trends Activities involved: • Determining corrective & preventive actions • Re-planning • Follow-ups to ensure issue resolutions.
  • 6. PMBOK 6 - All rights reserved; By: Anand Bobade (nmbobade@gmail.com) Comparing project performance against PMP Assess performance to determine corrective or preventive actions. Checking status of each risks. Maintain an accurate, timely information base (status reports) Overview -> Activities involved
  • 7. PMBOK 6 - All rights reserved; By: Anand Bobade (nmbobade@gmail.com) Provide information to support status reporting, progress measurement, and forecasting. Provide forecasts to update current cost and current schedule information. Monitor implementation of approved changes. Provide appropriate reports on project progress. Ensure project alignment to business needs. Overview -> Activities involved
  • 8. PMBOK 6 - All rights reserved; By: Anand Bobade (nmbobade@gmail.com) Tracking, reviewing, & reporting progress to meet performance objectives defined in PMP It allows stakeholder to understand current state of project, steps taken, budget, schedule & scope forecasts. Monitor and Control Project Work -> Definition Progress Tracking Reviewing Reporting Performance Objective To meet
  • 9. PMBOK 6 - All rights reserved; By: Anand Bobade (nmbobade@gmail.com) Monitor and Control Project Work-> ITTO Expert Judgment Data analysis Decision making Meetings Project Management plan Project documents Work Performance information Agreements Enterprise environmental factors Organizational process assets Work Performance reports Change request PMP updates Project document updates Inputs Tools & Techniques Outputs
  • 10. PMBOK 6 - All rights reserved; By: Anand Bobade (nmbobade@gmail.com) Project Management plan Project documents Work Performance information Agreements Enterprise environmental factors Organizational process assets Monitor and Control Project Work -> Input
  • 11. PMBOK 6 - All rights reserved; By: Anand Bobade (nmbobade@gmail.com) Project management plan Describes how project will be executed, monitored and controlled. Provide subsidiary plans & guidelines to analyze variance against all baselines. Scope Baseline Schedule baseline Cost Baseline Describes tools & process for variance analysis, forecasting etc. Provide reporting templates & communication details. Monitor & Control Project Work-> Input->PMP
  • 12. PMBOK 6 - All rights reserved; By: Anand Bobade (nmbobade@gmail.com) Project documents Following Project documents acts as key inputs: Lessons learned Register Assumption log Issue log Risk Register Risk Report Quality reports Milestone list Cost forecasts Schedule forecasts Basis of estimates Monitor & Control Project Work-> Input->Project documents
  • 13. PMBOK 6 - All rights reserved; By: Anand Bobade (nmbobade@gmail.com) Work Performance Information It is work performance data gathered through work executions & passed to the controlling processes. WPD are compared with PMP components, projects documents which indicates project performance. Monitor & Control Project Work-> Input->WPI 20/100 deliverables are validated 320/500 test cases are executed Risk response is not effective Monitor & Control Project work Validate Scope Manage Quality Control Risks Direct & Manage Project work
  • 14. PMBOK 6 - All rights reserved; By: Anand Bobade (nmbobade@gmail.com) Monitor & Control Project Work-> Input->WPI Monitoring & Controlling PG-> Control Process Validate Scope Control Scope Control Schedule Control Cost Manage Quality Control Communication Control Risks Control Stakeholder Eng. Control Procurements M&C PG-> Monitor & Control Project work Work Performance Information Work Performance Information
  • 15. PMBOK 6 - All rights reserved; By: Anand Bobade (nmbobade@gmail.com) Agreements Can be a procurement agreements. Agreement includes: Terms & conditions What seller is going to perform or provide Monitor & Control Project Work-> Input->Agreements If projects is outsourced part of the work, the PM has to monitor contractors work to ensure Agreement meets the specific needs of the project Agreement adheres to organizations procurement policies
  • 16. PMBOK 6 - All rights reserved; By: Anand Bobade (nmbobade@gmail.com) Enterprise environmental factors EEF that can influence Monitor & Control Project Work Project management Information system Infrastructure Stakeholder expectations Risk thresholds Government or industry standards Monitor & Control Project Work-> Input->EEF
  • 17. PMBOK 6 - All rights reserved; By: Anand Bobade (nmbobade@gmail.com) Organizational process assets OPA that can influence Monitoring & controlling Policies, processes & Procedures Financial control procedures Monitoring & reporting methods Issue Management Defect management procedure Organizational knowledge base Monitor & Control Project Work-> Input->OPA
  • 18. PMBOK 6 - All rights reserved; By: Anand Bobade (nmbobade@gmail.com) Expert Judgment Data analysis Decision making Meetings Monitor & Control Project Work -> Tools and Techniques
  • 19. PMBOK 6 - All rights reserved; By: Anand Bobade (nmbobade@gmail.com) Expert Judgment May help PM to interpret the information, determine corrective/ preventive actions. Discuss action required to ensure project performance matches expectations. Discuss work performance data which may lead to raising a change request. Estimation Techniques Interpretations & contextualization of data Trend analysis Risk Management Contract Management Earn Value analysis Technical knowledge on the industry Monitor & Control Project Work->T&T->Expert Judgment Expertise may be in the area of
  • 20. PMBOK 6 - All rights reserved; By: Anand Bobade (nmbobade@gmail.com) Data analysis Used to evaluate, analyze or forecasts potential outcomes. Earned Value analysis Variance Analysis Trend Analysis Root Cause Analysis Alternative analysis Cost benefit analysis Monitor & Control Project Work->T&T-> Data analysis
  • 21. PMBOK 6 - All rights reserved; By: Anand Bobade (nmbobade@gmail.com) Earned Value Management (EVM): • provides an integrated perspective on scope, schedule, and cost performance. Trend Analysis: • Used to forecast future performance based on past results. Variance analysis • measures the difference between the actual performance and the performance baseline. Monitor & Control Project Work->T&T-> Data analysis Data analysis
  • 22. PMBOK 6 - All rights reserved; By: Anand Bobade (nmbobade@gmail.com) Data analysis Monitor & Control Project Work->T&T-> Data analysis Root Cause Analysis • Focusses on identifying main reasons of a problem. Cost benefit analysis • Determine best corrective action in terms of cost in case of project deviations. Alternative analysis: • Select corrective & preventive actions to implement when deviation occurs.
  • 23. PMBOK 6 - All rights reserved; By: Anand Bobade (nmbobade@gmail.com) Meetings Direct & Manage Project Work->T&T-> Meetings Meetings are used to discuss variance, recommendation with project team & other stakeholders. Meetings may be face to face, virtual, formal or informal. Types of meetings may includes – user groups & review meetings.
  • 24. PMBOK 6 - All rights reserved; By: Anand Bobade (nmbobade@gmail.com) Decision making Decision making is used If there are several alternatives to solve a problem • Making decision based on unanimity, Majority or plurality. Voting Voting Monitor & Control Project Work -> Tools and Techniques -> Decision making
  • 25. PMBOK 6 - All rights reserved; By: Anand Bobade (nmbobade@gmail.com) Work Performance reports Change request PMP updates Project document updates Monitor and Control Project Work -> Output
  • 26. PMBOK 6 - All rights reserved; By: Anand Bobade (nmbobade@gmail.com) Work Performance Reports WPI is combined, recorded & distributed in physical or electronic form to create awareness or get decisions. Monitor & Control Project Work->Output->WPR Burn down Chart Earn value graph Trend lines Defect Histograms Risk summary Forecasts Decisions, Actions & Awareness Status reports Progress reports Dashboard Heat- Report Stop light Charts
  • 27. PMBOK 6 - All rights reserved; By: Anand Bobade (nmbobade@gmail.com) Monitor & Control Project Work->Output->WPR Manage Project Team Manage Communication Perform Integrated Change Control Control Risks Control Procurement M&C PG Monitor & Control Project work Monitoring & Controlling PGExecuting PG Work Performance Reports Work Performance Reports
  • 28. PMBOK 6 - All rights reserved; By: Anand Bobade (nmbobade@gmail.com) CR may be raised as a result of the data analysis techniques done during this process CR may expand, adjust or reduce the project scope, quality, schedule or cost baselines. CR can be Corrective, preventive or Defect repairs. Monitor and Control Project Work -> Output-> Change Request Change request Monitor & Control Project Work Data analysis
  • 29. PMBOK 6 - All rights reserved; By: Anand Bobade (nmbobade@gmail.com) PMP updates Changes identified may affect the overall PMP (any component). Change to PMP goes through organizations Change control process via a Change request. Monitor and Control Project Work -> Output -> PMP updates
  • 30. PMBOK 6 - All rights reserved; By: Anand Bobade (nmbobade@gmail.com) Project document updates All documents updates are subject to formal Change control Process. Cost Forecasts Schedule forecast Issue log Risk Register Lessons learned register Monitor and Control Project Work -> Output->Project document updates
  • 31. PMBOK 6 - All rights reserved; By: Anand Bobade (nmbobade@gmail.com) Monitor and Control Project Work -> Quick Review Purpose of M&C PW process Difference between monitoring & controlling Monitor and Control Project Work definition Monitor and Control Project Work - ITTO Data analysis techniques What is Work Performance Reports?