Chapter 4 p Project Integration Management (PMBOK Guide

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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@ut.ac.ir Homepage: http://www.marajabi.com

Table of Content

Guide to PMBOK

© Mohammad A. Rajabi

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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 trade‐offs and alternatives and managing interdependencies among PM k i t d d i knowledge areas l d
Guide to PMBOK © Mohammad A. Rajabi 3

Guide to PMBOK

© Mohammad A. Rajabi

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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 © Mohammad A.4. Rajabi 5 .

Rajabi 6 . Input Tools & Techniques Outputs Techniques.Input. Guide to PMBOK © Mohammad A.

Rajabi 7 .Data Flow Diagram Guide to PMBOK © Mohammad A.

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 © Mohammad A. Rajabi 8 Guide to PMBOK .

Rajabi 9 .Inputs • Contract • Enterprise Environmental Factors p – Government/industry standards – Organization infrastructure – Marketplace conditions • Organizational Process Assets – Standards/policies – Templates – Historical information/lesson learned Guide to PMBOK © Mohammad A.

Rajabi 10 .Tools & Techniques • Expert judgment – Other units in the organization g – Consultants – Stakeholders – Professional/technical association – Industry groups – Subject matter experts j p – PMO Guide to PMBOK © Mohammad A.

responsibility.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 High‐level requirements High‐level High level project description High‐level risks Summary milestone schedule Summary budget Project approval requirements Assigned project manager. Rajabi 11 Guide to PMBOK . authority level Name and authority of the sponsor y p © Mohammad A.

4. Rajabi 12 . p p prepare.2 Develop Project Management Plan • Documenting the actions necessary to define. integrate and coordinate all g subsidiary plans • How to execute. monitor. close the execute monitor control project • Progressively elaborated by updates and controlled and approved through Integrated Change Control process Guide to PMBOK © Mohammad A. control.

Guide to PMBOK © Mohammad A. Rajabi 13 . Input Tools & Techniques Outputs Techniques.Input.

Rajabi 14 .Data Flow Diagram Guide to PMBOK © Mohammad A.

Rajabi 15 . System y – Organizational structure/culture – Infrastructure – Personnel administration – Guide to PMBOK © Mohammad A.Inputs • Project Charter • Outputs from Planning Processes • Enterprise Environmental Factors – Government/industry standards – PM Info.

validate changes) – Project files from p p j j past projects – Historical information.p criteria – PM plan templates (p j validation & p p (project acceptance criteria) – Change control procedures ( g p (how to modify. Rajabi 16 . approve. y. proposal evaluation criteria. work instructions. lesson learned – Configuration management Guide to PMBOK © Mohammad A. performance measurement .Inputs • Organizational Process Assets g – Standard guidelines.

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 Guide to PMBOK © Mohammad A. Rajabi 17 .

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 © Mohammad A. Rajabi 18 Guide to PMBOK .

Rajabi 19 .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 Guide to PMBOK © Mohammad A.

Rajabi 20 .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 Guide to PMBOK © Mohammad A.

Rajabi 21 .Inputs Guide to PMBOK © Mohammad A.

Data Flow Diagram Guide to PMBOK © Mohammad A. Rajabi 22 .

Rajabi 23 .Inputs • PM Plan • Approved Change Requests • Enterprise Environmental factors – Organizational culture/structure – Infrastructure – Personnel administration – Stakeholders risk tolerances – PM Info System Guide to PMBOK © Mohammad A.

resolution. identifications. identifications resolution tracking) – Issue & defect management DB – Process measurement DB – Project files from p p j j past projects Guide to PMBOK © Mohammad A. Rajabi 24 .Inputs • Organizational Process Assets – Standardized guidelines/work instructions g / – Communication requirements (media. security) – Issue & defect management procedures (control. record.

System Guide to PMBOK © Mohammad A.Tools & Techniques • Expert Judgment – Other units in organization g – Consultants – Stakeholders – Professional/technical associations • PM Info. Rajabi 25 .

Outputs • Deliverables li bl • Work Performance Information – Deliverables status – Schedule progress – Cost incurred • Change Requests g q – – – – Corrective action Preventive action Defect repair Updates © Mohammad A. Rajabi 26 Guide to PMBOK .

resources. Human . Procurement . Communication. Cost. Schedule. Risk. Rajabi 27 .Outputs • PM Plan Updates l d – Requirements. Project baselines • Project Document Updates – Requirements q – Project logs – Risk register – Stakeholder register Guide to PMBOK © Mohammad A. Quality.

distributing g g g performance info. their status. assessing measurements & p p trends to effect process improvements • Comparing actual project performance vs.4. regulating the progress ki i i l i h • Collecting.4 Monitor & Control Project Work • Tracking. planned one • Assessing performance • Identifying new risks. risk response plans Guide to PMBOK © Mohammad A. Rajabi 28 . measuring.. reviewing.

• Monitoring implementation of approved changes Guide to PMBOK © Mohammad A. progress forecasting • Providing forecast to update cost/schedule info. Rajabi 29 .4 Monitor & Control Project Work • Maintaining accurate/timely info about p j products/documentation project p • Providing info.4. for reporting status. measuring progress.

Rajabi 30 . outputs Guide to PMBOK © Mohammad A. Tools & Techniques.Inputs.

Data Flow Guide to PMBOK © Mohammad A. Rajabi 31 .

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 Guide to PMBOK © Mohammad A. Rajabi 32 .

probability. Rajabi 33 . System f • Organizational Process Assets – – – – Organization communication requirements Financial controls procedures Issue/defect management procedures Risk control procedures (categories.Inputs –C Company work authorization system k h i i – Stakeholder risk tolerance – PM Info. impact) – Process measurement DB – Lesson learned DB Guide to PMBOK © Mohammad A.

Tools & Techniques • Expert judment Guide to PMBOK © Mohammad A. Rajabi 34 .

i t f t issue l log Guide to PMBOK © Mohammad A. scope. cost p performance baseline • Project Document Updates –F Forecasts. Rajabi 35 . cost.Outputs • Change Requests – Corrective – Preventive – Defect • PM Plan Updates – Schedule. performance reports. quality. schedule.

d i recommended Reviewing. approving change requests ASAP – Managing approved changes – R i i approving. analyzing. h f i i h approving changes.4.5 Perform Integrated Change Control • The process of reviewing change requests. Rajabi 36 . managing changes • Include: – Influencing factors so that only approved changes are implemented – Reviewing. i denying d d corrective/preventive actions – Documenting the complete impact of change requests Guide to PMBOK © Mohammad A.

Inputs. Outputs Guide to PMBOK © Mohammad A. Rajabi 37 . Tools & Techniques.

Rajabi 38 .Guide to PMBOK © Mohammad A.

Change Requests g q Enterprise Environmental Factors Organizational Process Assets – Change control procedures (approve.Inputs • • • • • PM Plan Work Performance Info. Rajabi 39 . validate. implement) – Procedure for approving and issuing change authorizations – Process measurement DB – Configuration management DB – Project files Guide to PMBOK © Mohammad A.

Tools & Techniques • Expert Judgment – Consultants – Stakeholders – Professional/technical associations – Industry groups – Subject matter experts – PMO • Change Control Meetings Guide to PMBOK © Mohammad A. Rajabi 40 .

Rajabi 41 .Outputs • Change request status updates • Project Management Plan Updates • Project Document Updates Guide to PMBOK © Mohammad A.

audit success/failure. lesson learned Guide to PMBOK © Mohammad A.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.4. result to next phase/production/operation • Actions/activities necessary to collect records. service project’s product service. Rajabi 42 .

Outputs Guide to PMBOK © Mohammad A. Rajabi 43 . Tools & Techniques.Inputs.

Data Flow Guide to PMBOK © Mohammad A. Rajabi 44 .

Inputs • Project Management Plan • Accepted Deliverables • Organizational Process Assets – Project/phase closure guidelines – Historical info.. Guide to PMBOK © Mohammad A. Rajabi 45 . lesson learned .

Tools and Techniques • Expert Judgment Guide to PMBOK © Mohammad A. Rajabi 46 .

Outputs • Final product. Rajabi 47 . service. result transition • Organizational process assets updates – Project files –P j / h Project/phase closure d l documents – Historical information/lesson learned Guide to PMBOK © Mohammad A.