Chap 4.6 Perform Integrated Change Control

Trainer: Anand BobadePMBOK 6th Edition, 2019, All rights reserved.
Perform Integrated
change Control
Chapter 5 –
Project Integration Management
PMP SIXTH EDITION

PMBOK 6 - All rights reserved 2019; By: Anand Bobade (nmbobade@gmail.com)
4.6 Perform Integrated Change Control
Overview
Change request process
Perform Integrated Change Control definition
Perform Integrated Change Control - ITTO
What is Change Control board?
What is Configuration Management System?
Review

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

Perform Integrated Change Control
Any stakeholder can request changes on the project
Project
sponsor
Perform Integrated
change Control
Always look at project
objective.
Coordinate changes
across the project.
Ensure changes are
controlled.

Submit CR to PM
Evaluate CR
•Approve or Reject
Detailed evaluation
•Impact /Options Analysis
•Recommendations
Present in CCB
•Reject /Approve
•Defer
Update plan &
documents,
communicate
Implement Change
(Execution - D&M)
Communicate to
Stakeholder
Perform Integrated Change Control -> Change control Process

Change Control
Board (CCB)
Change Control
System (CCS)
Change Control Tools
Configuration
Management System
Perform Integrated Change Control -> Key terms

Change Control Board (CCB):
A formally chartered group responsible for reviewing, evaluating,
approving/rejecting changes to project. Also, responsible for recording
& communicating.
Perform Integrated Change Control -> Key terms -> CCB
Change Approver
(Matrix should be defined in
PMP-change control plan)
Change Control Board
Responsible Authority
Customer or Sponsor
Project Manager (small
changes as agreed in PMP)
Change Control
Board
Change Request can be:
Approved Denied Returned for info Delayed

Change Control system (CCS):
• A set of procedures that describes how
modifications to the project deliverables and
documentation are managed and controlled.
• Includes Change control Policy, Setting up CCB.
Change Control Tools:
• Manual or automated tools to assist with
change & configuration management.
• At least tools should support activities of the
CCB.
Perform Integrated Change Control-> Key Terms

Change Control Tools:
• Manual or automated tools to assist with change & configuration management.
HP- PPM (Project &
Portfolio Management)
Microsoft SharePoint
Perform Integrated Change Control-> Change Control Tools
Project Manager:
Define formal
change process
Ensure proper
documentation
Ensure changes are
introduced in a controlled
& coordinated manner.

Configuration Management System (CMS):
• It is a set of procedures to identify & document changes to
product characteristics.
• functional & physical characteristics of a
product.
Identify & document
• Any changes to such characteristics.Control
• Each change & its implementation status.Record & report
• Product audit to verify conformance to
requirements.
Support
Perform Integrated Change Control-> CMS

VSS – Visual Source
Safe
CVS- Concurrent
version system
Rational Clear Case
Change Control
System (CCS)
Configuration
Management
System (CMS)
Other Project
Management
Systems/ Tools
PMIS
• It It is a set of procedures to identify & document changes to product
characteristics.

Configuration Management System (CMS) Example:
• Infrastructure upgrade project for Bank; Bank Locations : 20
• Upgrades : Servers, PC’s/Laptops, Operating Systems & Software's (Local Payroll
software, queuing software, Licenses etc),
• Different Bank locations has severs with different configurations
• Software's with different version.
• Some Customized software's
Challenges:
• To document existing functional & physical characteristics of a products
(Servers, PC’s, software versions etc)
• Record & report each change & its implementation status.
Team will
use CMS
• track different versions of the Hardware, software during the upgrade.
• Allow teams to work simultaneously on the multiple locations.
• Provide data for Auditing & reporting status.
CMS will

Configuration
identification.
•Configuration item are
identified
•Products and
documents are
labelled
•Accountability is
maintained.
Configuration status
accounting.
•Listing of approved
configuration
•Status of proposed
changes
•Implementation status
Configuration
verification and audit.
•Ensure corresponding
changes are registered
•Changes are assessed,
approved & tracked
•Changes correctly
implemented
• It is a set of procedures used to apply technical & administrative direction and
scrutiny to identify & document changes to product characteristics.

Reviewing all CR’s, approving changes & managing changes to
deliverables, project documents & PMP
It allows documented changes within project to be considered in a
integrated fashion while reducing a project risk.
Perform Integrated Change Control
Reviewing &
approving CR’s
Managing
changes
Communicating
decisions

Perform Integrated Change Control->ITTO
Expert Judgment
Change Control tools
Data analysis
Decision making
Meetings
Project Management
plan
Project documents
Work Performance
Reports
Change Requests
Enterprise
environmental factors
Organizational process
assets
Approved Change
Request
PMP updates
Project document
updates
Change Log
Inputs Tools & Techniques Outputs

Perform Integrated Change Control-> Input
Project Management
plan
Project documents
Work Performance
Reports
Change Requests
Enterprise
Organizational
process assets

Project management
plan
It Provides subsidiary plans, baselines & project objectives to compare against CR.
Scope baseline Schedule baseline Cost baseline
Change Management plan:
•Provides the direction for managing the change
control process.
•Document roles & responsibilities of CCB.
Configuration management plan:
•Describes configurable items of the project.
•Identifies items that will be recorded &
updated.
Perform Integrated Change Control -> Input -> PMP

Project documents
Following Project documents can be considered as inputs:
Basis of estimates:
• How the duration, cost & resource
estimations were derived.
Requirements traceability matrix:
• Help asses impact of change on project
scope.
Risk report:
• Report may have information on source of
project risks related to change request.
Perform Integrated Change Control -> Input -> Project documents

Work Performance
Reports
WPR can provide current health of the project, which is vital for the CR evaluation and decision making.
Schedule reports Cost reports
Burn up or Burn down
Chart
Resource availability
Histograms
Earn value reports
Perform Integrated Change Control -> Input -> WPR
Monitor & Control
Project work
Perform Integrated
Change Control
WPR
Current health of
the project shown
in WPR can impact
the CR analysis &
decision making.

Change Request
Formal proposal to modify any document, deliverables or baseline.
These are the requests that the Change Control Board will evaluate and either approve or reject as per CCP process.
Perform Integrated Change Control -> Input -> Change Request
Monitoring & Controlling PG-> Control Process
Validate Scope Control Scope Control Schedule Control Cost Manage Quality Control Communication Control Risks
Monitor Stakeholder
Eng.
Control Procurements
Direct & Manage
Project work
Change Request
Perform Integrated
Change Control

Organizational process assets
Change Control
procedures.
Process of
approving &
issuing change
authorization.
Configuration
management
process.
Enterprise environmental factors - Project
Management Information System (PMIS)
Scheduling tool
Configuration
management
system
Information
collection &
distribution
system
Perform Integrated Change Control -> Input -> EEF & OPA
Organizational
process assets
Enterprise

Perform Integrated Change Control-> Tools & Techniques
Change Control
tools
Data analysis Expert Judgment
Decision making Meetings

Manual or automated tools to assist with change & configuration management.
Help record & Track change request via Change log.
At least, tools should support activities of the CCB.
Perform Integrated Change Control->T&T-> Change Control Tools
Change Control
tools
Microsoft SharePoint
HP Portfolio
Management

Data analysis
•Change request must be analyzed with multiple alternatives.
•These alternatives are documented & discussed in the CCB
meetings.
Alternative
analysis
•Cost of requested changes will be analyzed against benefits
and presented in CCB.
Cost
benefit
analysis
Perform Integrated Change Control -> T&T -> Data analysis
Alternative analysis Cost benefit analysis
Following Data analysis techniques can be used:

Experts discuss & analyze changes. They may be a part of CCB, who
decides the outcome of Change Request.
Analysis Decision Making Coordination
Perform Integrated Change Control -> T&T -> Expert Judgment
Expert
Judgment

Change control related meetings are conducted by CCB (Analyze, Review, approve/Reject the Change)
CCB may also review Configuration Management activities.
CCB decisions are formally documented & shared.
Perform Integrated Change Control -> T&T -> Meetings
Decide on the
Change request
status (Approve /
Reject)
Discuss
Change
request
Meetings

Decision
making
Following Decision making techniques can be used:
Perform Integrated Change Control -> T&T -> Decision making
Voting
Autocratic decision
making
Multi-criteria decision
analysis
• Unanimity, Majority, PluralityVoting
• one person takes the responsibility for making decision for the entire group
Autocratic
decision
making
• Its systematic analytical approach where decision matrix are used.
• Matrix will have predefined criteria's for accepting or rejecting change.
Multi-criteria
decision
analysis

Perform Integrated Change Control-> Output
Approved Change
Request
Change Log PMP updates
Project document
updates

Approved Change
request
Change Requests are processed according to Change Control System.
Approved CR will be implemented through Direct & Manage Project work process.
Perform Integrated CC->Output->Approved CR
Change Request
Perform Integrated
Change Control
Approved Change
request
Direct & Manage
Project work

Change log
Document the changes that occur during a project including rejected changes.
It can provide the list of all changes with current status of each change request.
Change Request statuses :
Status accounting may differ as per company methodology
Entry is made when new change is initiated
Updated to reflected completion of analysis
Updated once shared with CCB
Updated with CCB decision
Updated when its under development/construction
Updated once quality control is completed
Updated as ‘Closed’ once change is completely implemented.
Perform Integrated Change Control -> Output
Manage Stakeholder
Engagement

All documents subject to formal Change
control Process.
Any subsidiary planes and Baselines that are
subject to formal Change control Process.
Perform Integrated Change Control -> Output -> Project doc. & PMP
Project document
updates
PMP updates

Perform Integrated Change Control -> Quick Review
What is Integrated change control?
What is Change Request?
What is configuration management?
How approved change request are implemented.
What is Change log?
What are change control tools?

Chap 4.6 Perform Integrated Change Control

Chap 4.6 Perform Integrated Change Control

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Chap 4.6 Perform Integrated Change Control