Chapter 4 p Project Integration Management (PMBOK Guide)
Mohammad A. Rajabi h d j bi Dept. of Geomatics Eng., University of Tehran Tel: +98 21 8833 4341, Cell: +98 912 132 5823 Email: marajabi@[Link] Homepage: [Link]
Table of Content
Guide to PMBOK
Mohammad A. Rajabi
Introduction
I t Integration M ti Management: P t Processes & activities ti iti to identify, define, combine and coordinate PM activities i ii Unification, consolidation, articulation, and integrative actions for completing the project, managing stakeholders requirements g g q Making choices about resource allocation, making trade offs among competing objectives tradeoffs and alternatives and managing interdependencies among PM k i t d d i knowledge areas l d
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4.1 4 1 Develop Project Charter
Documenting:
Initial requirements q Expectations
A th i a project/a phase Authorizes j t/ h Establishing partnership between costumer & gp p contractor Assigning a project manager
Guide to PMBOK
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Input, Input Tools & Techniques Outputs Techniques,
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Data Flow Diagram
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Inputs
P j t Statement of W k (SOW) Project St t t f Work
Business need Product scope description Strategic plan
Business Case
Market demand Organizational need Customer request Technological advance Legal requirement Ecological impacts Social needs
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Inputs
Contract Enterprise Environmental Factors p
Government/industry standards Organization infrastructure Marketplace conditions
Organizational Process Assets
Standards/policies Templates Historical information/lesson learned
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Tools & Techniques
Expert judgment
Other units in the organization g Consultants Stakeholders Professional/technical association Industry groups Subject matter experts j p PMO
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Outputs
P j Charter Project Ch
Project purpose Measurable project objectives & related success criteria M bl j t bj ti l t d it i Highlevel requirements Highlevel High level project description Highlevel risks Summary milestone schedule Summary budget Project approval requirements Assigned project manager, responsibility, authority level Name and authority of the sponsor y p
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4.2 Develop Project Management Plan
Documenting the actions necessary to define, p p prepare, integrate and coordinate all g subsidiary plans How to execute, monitor, control, close the execute monitor control project Progressively elaborated by updates and controlled and approved through Integrated Change Control process
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Input, Input Tools & Techniques Outputs Techniques,
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Data Flow Diagram
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Inputs
Project Charter Outputs from Planning Processes Enterprise Environmental Factors
Government/industry standards PM Info. System y Organizational structure/culture Infrastructure Personnel administration
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Inputs
Organizational Process Assets g
Standard guidelines, work instructions, proposal evaluation criteria, performance measurement ,p criteria PM plan templates (p j validation & p p (project acceptance criteria) Change control procedures ( g p (how to modify, y, approve, validate changes) Project files from p p j j past projects Historical information, lesson learned Configuration management
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Tools & Techniques
Expert Judgment
Customizing the process g p Developing technical/management details Determining resources/skill levels Defining the level of configuration management Determining documents subject to change control process
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outputs
Project Management Plan
Life cycle of project/processes for each phase Results of customizing processes gp
Which processes How detail Tools/techniques How to use the processes
How work will be executed Change management plan Configuration management plan C fi ti t l Need/techniques of communication among stakeholders
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4.3 Direct & Manage Project Execution
The process of performing the work defined in PM Plan
Performing activities Creating deliverables Staff/train/manage the team members Obtain/manage/use resources Implement methods/standards p Establish/manage communication channels
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4.3 Direct & Manage Project Execution
Generate data to facilitate forecasting (cost/schedule/progress report) Issue change requests and adapt approved changes Manage risks/apply risk response activities Collect/document lesson learned Implementing appro ed changes approved
Corrective action Preventive action Defect repair
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Inputs
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Data Flow Diagram
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Inputs
PM Plan Approved Change Requests Enterprise Environmental factors
Organizational culture/structure Infrastructure Personnel administration Stakeholders risk tolerances PM Info System
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Inputs
Organizational Process Assets
Standardized guidelines/work instructions g / Communication requirements (media, record, security) Issue & defect management procedures (control, identifications, resolution, identifications resolution tracking) Issue & defect management DB Process measurement DB Project files from p p j j past projects
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Tools & Techniques
Expert Judgment
Other units in organization g Consultants Stakeholders Professional/technical associations
PM Info. System
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Outputs
Deliverables li bl Work Performance Information
Deliverables status Schedule progress Cost incurred
Change Requests g q
Corrective action Preventive action Defect repair Updates
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Outputs
PM Plan Updates l d
Requirements, Schedule, Cost, Quality, Human , resources, Communication, Risk, Procurement , Project baselines
Project Document Updates
Requirements q Project logs Risk register Stakeholder register
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4.4 Monitor & Control Project Work
Tracking, reviewing, regulating the progress ki i i l i h Collecting, measuring, distributing g g g performance info., assessing measurements & p p trends to effect process improvements Comparing actual project performance vs. planned one Assessing performance Identifying new risks, their status, risk response plans
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4.4 Monitor & Control Project Work
Maintaining accurate/timely info about p j products/documentation project p Providing info. for reporting status, measuring progress, progress forecasting Providing forecast to update cost/schedule info. Monitoring implementation of approved changes
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Inputs, Tools & Techniques, outputs
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Data Flow
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Inputs
PM Plan l Performance Report p
Current status Significant accomplishment for the period Scheduled activities Forecasts Issues
E Enterprise E i i Environmental F l Factors
Government/industry standards
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Inputs
C Company work authorization system k h i i Stakeholder risk tolerance PM Info. System f
Organizational Process Assets
Organization communication requirements Financial controls procedures Issue/defect management procedures Risk control procedures (categories, probability, impact) Process measurement DB Lesson learned DB
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Tools & Techniques
Expert judment
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Outputs
Change Requests
Corrective Preventive Defect
PM Plan Updates
Schedule, cost, quality, scope, schedule, cost p performance baseline
Project Document Updates
F Forecasts, performance reports, i t f t issue l log
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4.5 Perform Integrated Change Control
The process of reviewing change requests, h f i i h approving changes, managing changes Include:
Influencing factors so that only approved changes are implemented Reviewing, analyzing, approving change requests ASAP Managing approved changes R i i approving, d i recommended Reviewing, i denying d d corrective/preventive actions Documenting the complete impact of change requests
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Inputs, Tools & Techniques, Outputs
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Inputs
PM Plan Work Performance Info. Change Requests g q Enterprise Environmental Factors Organizational Process Assets
Change control procedures (approve, validate, implement) Procedure for approving and issuing change authorizations Process measurement DB Configuration management DB Project files
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Tools & Techniques
Expert Judgment
Consultants Stakeholders Professional/technical associations Industry groups Subject matter experts PMO
Change Control Meetings
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Outputs
Change request status updates Project Management Plan Updates Project Document Updates
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4.6 4 6 Close Project/Phase
Actions/activities necessary to satisfy p phase/project p j completion or exit criteria for p Actions/activities necessary to transfer the project s product, service projects product service, result to next phase/production/operation Actions/activities necessary to collect records, audit success/failure, lesson learned
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Inputs, Tools & Techniques, Outputs
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Data Flow
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Inputs
Project Management Plan Accepted Deliverables Organizational Process Assets
Project/phase closure guidelines Historical info., lesson learned ,
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Tools and Techniques
Expert Judgment
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Outputs
Final product, service, result transition Organizational process assets updates
Project files P j / h Project/phase closure d l documents Historical information/lesson learned
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