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Project Integration Management
Arch. Saad Al Jabri, PMP
Introduction
• That day-to-day work is what the Integration
Management processes are all about.
First you get
assigned to a
project
Then you
plan out all
the work that
will get done
Then you
make sure
the work is
done
properly,
dealing with
changes
along the way
And once it’s
finished, you
close out the
project
Integration Management & the
process groups
Examples of Integration
Processes
• Project work should be integrated with the
ongoing operations of the performing
organization.
• Product and Project Scope must be integrated.
• Cost estimates must be integrated with the
processes in cost, time, and risk Knowledge
Areas.
• Change requests should be integrated with
initial project deliverable projections.
Project Constraints
A limiting factor that affects the execution of a project
/program/portfolio/process.
Examples:
• Pre-defined budget, contractual provisions
• Labor union requirements
• Organization structure of the performing
organization
• Preferences of the project management team (i.e.
advocating structures that were successful in the
past)
• Competencies of individuals available for the project
etc.
Project Assumptions
• A factor in the planning process that is considered to be true,
real, or certain without proof or demonstration.
• Are progressively elaborated (i.e., we have a high level
understanding of assumptions in the early stages of the
project, and they get better defined as project progresses).
• Need to be identified, documented, and validated.
• Involves risk – hence forms an integral component of Risk
Management System.
Examples:
• Availability of human resources,
• Availability of resources with the desired qualifications,
• Assumptions about environment, economy, inflation,
government policies, markets, technology, etc.
Project Charter
• A document issued by the project initiator or sponsor
that formally authorizes the existence of a project (i.e.,
formally signals the start of a project).
• Includes (directly or by reference to other documents):
▫ Business need - why project is being undertaken and how it
promotes business growth
▫ Product scope description
▫ Strategic Plan
• Issued by the project initiator or sponsor
• Provides Project Manager with the authority to apply
organization’s resources to project activities.
Project Charter example
Project Charter example-12
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When should the Project
Manager be
Identified/Assigned?
• As early in the project as possible
• Preferably while the project charter is being
developed
• Always before project planning starts
• Definitely before the start of project execution
Important definitions
• Project Management Plan: The document that describes how
the project will be executed, monitored, and controlled.
• Project Schedule: An output of a schedule model that presents
linked activities with planned dates, durations, milestones,
and resources.
• Performance Measurement Baseline (PMB): An approved
integrated scope-schedule-cost plan for the project work
against which project execution is compared to measure and
manage performance. The PMB includes contingency reserve,
but excludes management reserve.
Components of the Project Plan
 Change management plan  Scope baseline:
• Communications management plan o Project scope statement
• Configuration management plan o WBS
• Cost management plan o WBS dictionary
 Cost baseline  Schedule baseline
 Human resource management plan  Scope management plan
 Process improvement plan  Requirements management plan
 Procurement management plan  Risk management plan
 Quality management plan  Schedule management plan
 Stakeholder management plan
Action and repair
Preventive Action:
• An intentional activity that ensures the future
performance of the project work is aligned with the
project management plan.
Corrective Action:
• An intentional activity that realigns the performance of
the project work with the project management plan.
Defect Repair:
• An intentional activity to modify a nonperforming
product or product component.
Work Authorization System
• Formal procedure to:
▫ Sanction project work to ensure that work is done by the
appropriate persons, at the right time, and in proper
sequence.
▫ Begin work – This is primarily a written authorization
process.
• For smaller projects, a verbal authorization system is
permitted.
• Also, work to be performed is well-defined so that
nothing extraneous to it is performed (i.e. to prevent
‘gold plating’).
Role of Stakeholder
• Every stakeholder has skills and knowledge that contribute to
creating a project plan.
• Different stakeholders make varying contributions at various
stages of the project. Project Manager must create an
environment in which stakeholders can contribute optimally.
• The Project Manager should be open to the opinions of all
stakeholders and try to understand their explicit and implicit
requirements.
• Getting inputs from stakeholders is important as the
stakeholders feel more involved with the project and, thus,
there will be stakeholder buy-in.
Project Management
Information System
• PMIS consists of tools and techniques used to
gather, integrate, and disseminate the outputs of
project management processes.
• Used to support all aspects of the project
management from initiating till closing.
• Can include both manual and automated
systems.
Lessons Learned
• The knowledge gained during a project which shows
how project events were addressed or should be
addressed in the future with the purpose of
improving future performance.
• They can be learned from each and every project,
even if some of them are failures.
• Lessons should be learned not only from own
mistakes but also from others’ mistakes.
• Most companies conduct post-implementation
meetings and examine case studies to document
lessons learned.
Change Control System
• A set of procedures which describes how modifications to the
project deliverables and documentation are managed and
controlled.
• It includes documentation, tracking systems, processes, and
approval levels needed for authorizing change.
• In many cases, the Change Control System of the performing
organization can be adopted “as is” for use in the present
project also.
• Certain identified types of changes can be “Automatically
Approved”.
• All changes must be documented.
• Changes change the project baselines.
• Includes Change Control Board (CCB) – a group responsible
for approving or rejecting proposed changes.
Perform Integrated Change
Control
• Process of influencing the factors that circumvent
integrated change control so that only approved
changes are implemented.
• Process to review, analyze, and approve change
requests - timely response minimizes the possibility
of negative effect on time, cost, or the feasibility of a
change
• Involves managing the changes that are approved
• Involves maintaining integrity of the performance
measurement baselines
Perform Integrated Change
Control
• Involves documenting the entire impact created by
the change request
• Process to review, approve/reject recommended
preventive, or corrective actions
• Involves coordinating changes across the entire
project (e.g., change in schedule will impact cost,
risk, quality, and staffing)
Very important: Change Control in one Knowledge
Area will impact other Knowledge Areas. So, the
Project Manager should be able to relate changes
across Knowledge Areas.
Change requests steps
• Evaluate and assess the changes. Determine how
the changes are going to have an impact on the
project.
• Discuss with team members how best to handle
the changes (is it possible to crash, fast- track,
etc.?). Also, try to determine what would be the
implication of each change – e.g., impact on
scope, schedule, cost, quality, etc.
• Inform customer about the implication of the
changes.
Change requests steps
• If customer still wants the changes to be
implemented, discuss with the management,
sponsor, and other stakeholders.
• Based on their inputs, if the change is warranted,
a change control request will have to be formally
made and entered into the change
management/configuration management
system, necessary approvals need to be received,
and then the team will work on the approved
changes.
Who Can Authorize A Change?
Type of change Approving authority
Change to project charter
Person who approved the project
charter
Change in the project direction
impacting cost, quality, time, etc.
Management
Minor changes that can be managed
within the project plan
Project manager
Configuration Management
System
• A part of the overall project management system
• A collection of formal documented procedures,
which are used to apply technical and administrative
direction and surveillance to:
▫ Identify and document the functional and physical
characteristics of a product/component/result/service
▫ Control changes to such characteristics
▫ Record and report each change and its
implementation status
▫ Support the audit of products, components, results, or
services to verify conformance to requirements
Thank you

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Project integration management

  • 2. Introduction • That day-to-day work is what the Integration Management processes are all about. First you get assigned to a project Then you plan out all the work that will get done Then you make sure the work is done properly, dealing with changes along the way And once it’s finished, you close out the project
  • 3. Integration Management & the process groups
  • 4. Examples of Integration Processes • Project work should be integrated with the ongoing operations of the performing organization. • Product and Project Scope must be integrated. • Cost estimates must be integrated with the processes in cost, time, and risk Knowledge Areas. • Change requests should be integrated with initial project deliverable projections.
  • 5. Project Constraints A limiting factor that affects the execution of a project /program/portfolio/process. Examples: • Pre-defined budget, contractual provisions • Labor union requirements • Organization structure of the performing organization • Preferences of the project management team (i.e. advocating structures that were successful in the past) • Competencies of individuals available for the project etc.
  • 6. Project Assumptions • A factor in the planning process that is considered to be true, real, or certain without proof or demonstration. • Are progressively elaborated (i.e., we have a high level understanding of assumptions in the early stages of the project, and they get better defined as project progresses). • Need to be identified, documented, and validated. • Involves risk – hence forms an integral component of Risk Management System. Examples: • Availability of human resources, • Availability of resources with the desired qualifications, • Assumptions about environment, economy, inflation, government policies, markets, technology, etc.
  • 7. Project Charter • A document issued by the project initiator or sponsor that formally authorizes the existence of a project (i.e., formally signals the start of a project). • Includes (directly or by reference to other documents): ▫ Business need - why project is being undertaken and how it promotes business growth ▫ Product scope description ▫ Strategic Plan • Issued by the project initiator or sponsor • Provides Project Manager with the authority to apply organization’s resources to project activities.
  • 9. Project Charter example-12 // .: . ) ( . . : . : ) ( ×= () ) ( .: . . .: . . .: . . .: . . . .: ) ( . . ./:) ( .. .. + + .. .(Branding. )
  • 10. When should the Project Manager be Identified/Assigned? • As early in the project as possible • Preferably while the project charter is being developed • Always before project planning starts • Definitely before the start of project execution
  • 11. Important definitions • Project Management Plan: The document that describes how the project will be executed, monitored, and controlled. • Project Schedule: An output of a schedule model that presents linked activities with planned dates, durations, milestones, and resources. • Performance Measurement Baseline (PMB): An approved integrated scope-schedule-cost plan for the project work against which project execution is compared to measure and manage performance. The PMB includes contingency reserve, but excludes management reserve.
  • 12. Components of the Project Plan  Change management plan  Scope baseline: • Communications management plan o Project scope statement • Configuration management plan o WBS • Cost management plan o WBS dictionary  Cost baseline  Schedule baseline  Human resource management plan  Scope management plan  Process improvement plan  Requirements management plan  Procurement management plan  Risk management plan  Quality management plan  Schedule management plan  Stakeholder management plan
  • 13. Action and repair Preventive Action: • An intentional activity that ensures the future performance of the project work is aligned with the project management plan. Corrective Action: • An intentional activity that realigns the performance of the project work with the project management plan. Defect Repair: • An intentional activity to modify a nonperforming product or product component.
  • 14. Work Authorization System • Formal procedure to: ▫ Sanction project work to ensure that work is done by the appropriate persons, at the right time, and in proper sequence. ▫ Begin work – This is primarily a written authorization process. • For smaller projects, a verbal authorization system is permitted. • Also, work to be performed is well-defined so that nothing extraneous to it is performed (i.e. to prevent ‘gold plating’).
  • 15. Role of Stakeholder • Every stakeholder has skills and knowledge that contribute to creating a project plan. • Different stakeholders make varying contributions at various stages of the project. Project Manager must create an environment in which stakeholders can contribute optimally. • The Project Manager should be open to the opinions of all stakeholders and try to understand their explicit and implicit requirements. • Getting inputs from stakeholders is important as the stakeholders feel more involved with the project and, thus, there will be stakeholder buy-in.
  • 16. Project Management Information System • PMIS consists of tools and techniques used to gather, integrate, and disseminate the outputs of project management processes. • Used to support all aspects of the project management from initiating till closing. • Can include both manual and automated systems.
  • 17. Lessons Learned • The knowledge gained during a project which shows how project events were addressed or should be addressed in the future with the purpose of improving future performance. • They can be learned from each and every project, even if some of them are failures. • Lessons should be learned not only from own mistakes but also from others’ mistakes. • Most companies conduct post-implementation meetings and examine case studies to document lessons learned.
  • 18. Change Control System • A set of procedures which describes how modifications to the project deliverables and documentation are managed and controlled. • It includes documentation, tracking systems, processes, and approval levels needed for authorizing change. • In many cases, the Change Control System of the performing organization can be adopted “as is” for use in the present project also. • Certain identified types of changes can be “Automatically Approved”. • All changes must be documented. • Changes change the project baselines. • Includes Change Control Board (CCB) – a group responsible for approving or rejecting proposed changes.
  • 19. Perform Integrated Change Control • Process of influencing the factors that circumvent integrated change control so that only approved changes are implemented. • Process to review, analyze, and approve change requests - timely response minimizes the possibility of negative effect on time, cost, or the feasibility of a change • Involves managing the changes that are approved • Involves maintaining integrity of the performance measurement baselines
  • 20. Perform Integrated Change Control • Involves documenting the entire impact created by the change request • Process to review, approve/reject recommended preventive, or corrective actions • Involves coordinating changes across the entire project (e.g., change in schedule will impact cost, risk, quality, and staffing) Very important: Change Control in one Knowledge Area will impact other Knowledge Areas. So, the Project Manager should be able to relate changes across Knowledge Areas.
  • 21. Change requests steps • Evaluate and assess the changes. Determine how the changes are going to have an impact on the project. • Discuss with team members how best to handle the changes (is it possible to crash, fast- track, etc.?). Also, try to determine what would be the implication of each change – e.g., impact on scope, schedule, cost, quality, etc. • Inform customer about the implication of the changes.
  • 22. Change requests steps • If customer still wants the changes to be implemented, discuss with the management, sponsor, and other stakeholders. • Based on their inputs, if the change is warranted, a change control request will have to be formally made and entered into the change management/configuration management system, necessary approvals need to be received, and then the team will work on the approved changes.
  • 23. Who Can Authorize A Change? Type of change Approving authority Change to project charter Person who approved the project charter Change in the project direction impacting cost, quality, time, etc. Management Minor changes that can be managed within the project plan Project manager
  • 24. Configuration Management System • A part of the overall project management system • A collection of formal documented procedures, which are used to apply technical and administrative direction and surveillance to: ▫ Identify and document the functional and physical characteristics of a product/component/result/service ▫ Control changes to such characteristics ▫ Record and report each change and its implementation status ▫ Support the audit of products, components, results, or services to verify conformance to requirements