“Excellence through Knowledge”

Presenter: Dr. Earl S. Green, P.Eng; PMP

Associate Professor – Electro-mechanical Engineering
 “Excellence through Knowledge”

1. Larson, E. W. & Gray, C. F. (2017). Project management: The Managerial

Process (7th ed.). New York, NY: McGraw-Hill.
2. Project Management Institute (PMI). (2017). A guide to the project
management body of knowledge (PMBOK Guide) (6th ed.). Newtown
Square, PA: PMI.
3. Project Management, Planning and Control - Managing Engineering,
Construction and Manufacturing Projects to PMI, APM and BSI Standards
(7th ed.) Albert Lester.
4. Project Management, A Systems Approach to Planning, Scheduling, and
Controlling (12th ed.) Harold Kerzner.
 “Excellence through Knowledge”

Question
What do you first do when you are assigned a project to manage?
 “Excellence through Knowledge”

Answer - Integrate

“Identify, define, combine, unify, and coordinate

the various processes/activities”
Project Management Institute, A Guide to the Project Management Body of Knowledge (PMBOK® Guide) – sixth
Edition, Project Management Institute, Inc., 2017.
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The role of the project manager is two-fold when performing

integration on the project:

• Working with the project sponsors to understand the strategic

objectives to ensure the alignment of the project objectives and
results with those of the portfolio, programme, and business areas.
• Guiding the team to work together to focus on what is really
essential at the project level. This is achieved through the
integration of processes, knowledge, and people.
 “Excellence through Knowledge”

Includes the processes and

activities to identify, define,
combine, unify, and coordinate
the various processes and PM
activities within the PM
Process Groups.
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4.1 Develop Project Charter

Develop Project Charter is the process of developing a document
that formally authorizes the existence of a project and provides the
project manager with the authority to apply organizational resources
to project activities.
PMBOK® Guide, sixth Edition, Glossary

“The approved project charter formally initiates the project.”

Project Management Institute, A Guide to the Project Management Body of Knowledge (PMBOK® Guide) – Sixth Edition,
Project Management Institute, Inc., 2017.
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Key Characteristics of a Project Charter

• A Project should not start without a PC.
• A PC is created by the project initiator but issued and signed
by the project sponsor.
• A PC formerly recognizes the existence of the project.
• A PC gives the PM authority to spend money and commit
corporate resources
• A PC provides high-level requirements for the project.
• A PC aids in high level project definition.
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4.1 Develop Project Charter

Tools & Outputs
Inputs
Techniques

• Business documents • Expert Judgment • Project Charter

- Business Case • Data gathering • Assumption log
- Benefits management plan
- Brainstorming
• Agreements - Focus groups
• EEF - Interviews
• OPA • Interpersonal & team skills
- Conflict management
- Facilitation
- Meeting management
• Meetings
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Components of a
Project Charter
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4.2 Develop Project Management Plan

Develop Project Management Plan is the process of defining,
preparing, and coordinating all subsidiary plans and integrating
them into a comprehensive project management plan.
PMBOK® Guide, Sixth Edition, Glossary

“The project management plan defines how the project is

executed, monitored and controlled, and closed.”
Project Management Institute, A Guide to the Project Management Body of Knowledge (PMBOK® Guide)
– Sixth Edition, Project Management Institute, Inc., 2017.
 “Excellence through Knowledge”

4.2 Develop Project Management Plan

• Plan before you act!!!!!

• Drawing board costs pale in comparison to field costs.
• Management plans are the strategy for managing the project
in each knowledge area.
• Plans are prepared by the project manager/s.
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4.2 Develop Project Management Plan

Inputs Tools & Outputs

Techniques

• Expert Judgment • Project Management Plan

• Project Charter
• Outputs from Other Processes • Data gathering
• EEF - Brainstorming
- Checklist
• OPA
- Focus groups
- Interviews
• Interpersonal & team skills
- Conflict management
- Facilitation
- Meeting management
• Meetings
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1. Stakeholder management plan

2. Communications management plan
3. Risk management plan
Key Components 4. Scope Baseline
5. Schedule Baseline
of a Project
6. Cost Baseline
Management Plan
7. Quality management plan
9. Change management plan
10. Resource management plan
11. Procurement management plan
 Project
Management
Plan & Project
Documents
 “Excellence through Knowledge”

4.3 Direct and Manage Project Work

Direct and Manage Project Work is the process of

leading and performing the work defined in the project
management plan and implementing approved changes to
achieve the project’s objectives.
PMBOK® Guide, Sixth Edition, Glossary
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4.3 Direct and Manage Project Work

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4.4 Manage Project Knowledge

Manage Project Knowledge is the process of using

existing knowledge and creating new knowledge to
achieve the project’s objectives and contribute to
organizational learning.
PMBOK® Guide, Sixth Edition, Glossary
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4.4 Manage Project Knowledge

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4.5 Monitor and Control Project Work

Monitor and Control Project Work is the process of tracking,
reviewing, and reporting the progress to meet the performance
objectives defined in the project management plan.
PMBOK® Guide, sixth Edition, Glossary

“Monitoring includes collecting, measuring, and distributing

performance information, and assessing measurements and
trends to effect process improvements.”
Project Management Institute, A Guide to the Project Management Body of Knowledge (PMBOK® Guide) –
Sixth Edition, Project Management Institute, Inc., 2017.
 “Excellence through Knowledge”

4.5 Monitor and Control Project Work

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4.5 Monitor and Control Project Work

Analytical Techniques include, but are not limited to:

– Regression analysis
– Root cause analysis
– Forecasting methods
– Reserve analysis
– Trend analysis
– Earned value management
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4.6 Perform Integrated Change Control

Why do projects run into problems?

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4.6 Perform Integrated Change Control

Perform Integrated Change Control is the process of
reviewing all change requests, approving changes and
managing changes to deliverables, organizational
process assets, project documents, and the project
management plan, and communicating their disposition.
PMBOK® Guide, Sixth Edition, Glossary
 “Excellence through Knowledge”

4.6 Perform Integrated Change Control

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4.6 Perform Integrated Change Control

The project team carefully manages changes to the project plan, scope
statement and other deliverables by:

– Identifying changes that need to occur

– Approving or reject requested changes
– Ensuring only approved changes are implemented
– Controlling and updating the scope, cost, budget, schedule, and quality
requirements based on changes
– Documenting the impact of the changes and validating defect repair
 “Excellence through Knowledge”

4.7 Close Project or Phase

Close Project or Phase is the process of finalizing all activities
across all of the Project Management Process Groups to formally
complete a project or phase.
PMBOK® Guide, Sixth Edition, Glossary

“When closing the project, the project manager reviews all prior
information from the previous phase closures to ensure that all
project work is completed and that the project has met its
objectives.”
Project Management Institute, A Guide to the Project Management Body of Knowledge (PMBOK® Guide)
– Fifth Edition, Project Management Institute, Inc., 2017.
 “Excellence through Knowledge”

4.7 Close Project or Phase

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4.7 Close Project or Phase

The team performs project closure by:
– Finalizing all activities completed to formally close the project or phase
– Closing out contracts
– verifying project deliverables
– Coordinating with customers to formally accept deliverables
– Documenting lessoned learned
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Commencement of Formation of Project Groups

 Select project team members
 Groups – 3 persons
 Get to know each other work ethics
 Commence discussions of approaches to
the execution of assignment related tasks
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Exercise
• Read the respective chapters in the text books.
• Individually commence work on your Project Charter & Stakeholder Analysis.
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PMBOK® Guide Chapters 1 - 3

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