Project Integration Management

Core Functions

Scope Time Cost Quality

Management Management Management Management
Stakeholders’ Needs

Knowledge Areas
Strategic and

Success
Project
Project Integration Management
& Stakeholder Management

Human Communicati
Risk Procurement
Resource ons
Management Management
Management Management

Facilitating Functions
 Project Integration Management
2
 Processes:
 Definition:
1. Develop Project Charter
Project Integration
Management includes the 2. Develop Project
processes and activities to Management Plan
identify, define, combine, 3. Direct and Manage Project
unify, and coordinate the Works
various processes and project 4. Monitor and Control Project
management activities within Works
the Project Management 5. Perform Integrated Change
Process Groups. Control
6. Close Project or Phase
*Source:
4- PMBOK Guide 5th Edition (Page 105) 2
4-2
 Project Integration Management Processes
3

1. Develop Project Charter — 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.
2. Develop Project Management Plan — The process of defining,
preparing, and coordinating all subsidiary plans and integrating them into a
comprehensive project management plan.
3. Direct and Manage Project Work —The process of leading and
performing the work defined in the project management plan and
implementing approved changes to achieve the project’s objectives.

*Source: PMBOK Guide 5th Edition (Page 105) 3

 Project Integration Management Processes (c.)
4

4. Monitor and Control Project Work — The process of tracking,

reviewing, and reporting project progress against the performance
objectives defined in the project management plan.
5. Perform Integrated Change Control — 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.
6. Close Project or Phase — The process of finalizing all activities
across all of the Project Management Process Groups to formally
complete the phase or project.
Source: PMBOK Guide 5th Edition (Page 63) 4
 Project Charter & Data Flow Diagram
5

Project Charter —
The project charter is the
document issued by the project
initiator or sponsor that formally
authorizes the existence of a
project and provides the project
manager with the authority to
apply organizational resources to
project activities.

Source:
4- PMBOK Guide 5th Edition (Page 66) 5
4-5
 Project Charter:
Inputs, Tools & Techniques, and Outputs
6

Tools &
Inputs Techniques Outputs

.1 Project Statement of .1 Expert Judgment .1 Project Charter

Work .2 Facilitation
.2 Business Case Techniques
.3 Agreements
.4 Enterprise
Environmental
Factors
.5 Organizational
Process Assets

Source: PMBOK Guide 5th Edition (Page 66) 6

 Project Charter
7

 Project Charter, includes:

 Project purpose or justification,
 Measurable project objectives and related success criteria,

 High-level requirements,
 High-level project description,

 High-level risks,

 Summary milestone schedule,

 Summary budget,

 Project approval requirements

 Assigned project manager, responsibility, and authority level

 Name and authority of the sponsor or other person(s) authorizing the project charter.

Source: PMBOK Guide 5th Edition (Page 71) 7

 Sample Business Case
8

Source: PMBOK Guide 5th Edition (Page ##) 8

 Sample Project Charter
9

Sources:
4- PMBOK Guide 5, PMI; I2PM, ITPM Kathy Schwalbe 9
4-9
 Project Management Plan & Data Flow Diagram
10

Project Management Plan —

The process of defining,
preparing, and coordinating all
subsidiary plans and integrating
them into a comprehensive
project management plan.

Source:
4- PMBOK Guide 5th Edition (Page 72) 10
4-10
 Project Management Plan:
Inputs, Tools & Techniques, and Outputs
11

Tools &
Inputs Techniques Outputs

.1 Project Charter .1 Expert Judgment .1 Project Management

.2 Outputs From Other .2 Facilitation Plan
Processes Techniques
.3 Enterprise
Environmental
Factors
.4 Organizational
Process Assets

Source: PMBOK Guide 5th Edition (Page 72) 11

 Project Management Plan
12

 Project baselines include, but are not limited to:

• Scope baseline,
• Schedule and
• Cost baseline

Source: PMBOK Guide 5th Edition (Page 76) 12

 Project Management Plan (c.)
13

 Subsidiary plans include, but are not limited to:

• Scope management plan,
• Requirements management plan,
• Schedule management plan,
• Cost management plan,
• Quality management plan,
• Process improvement plan,
• Human resource management plan,
• Communications management plan,
• Risk management plan,
• Procurement management plan, and
• Stakeholder management plan.

Source: PMBOK Guide 5th Edition (Page 77) 13

 Differentiation Between the Project Management Plan
and Project Documents
14

Source: PMBOK Guide 5th Edition (Page 78) 14

 Sample Project Management Plan
15

Sources:
4- PMBOK Guide 5, PMI; I2PM, ITPM Kathy Schwalbe 15
4-15
 Direct and Manage Project Work & Data Flow Diagram
16

Direct and Manage Project

Work —
The process of leading and
performing the work defined in
the project management plan and
implementing approved changes
to achieve the project’s objectives.

Source:
4- PMBOK Guide 5th Edition (Page 79) 16
4-16
 Direct and Manage Project Work:
Inputs, Tools & Techniques, and Outputs
17

Tools &
Inputs Techniques Outputs

.1 Project Management .1 Expert Judgment .1 Deliverables

Plan .2 Project Management .2 Work Performance
.2 Approved Change Information System Data
Requests .3 Meetings .3 Change Requests
.3 Enterprise .4 Project Management
Environmental Plan Updates
Factors .5 Project Documents
.4 Organizational Updates
Process Assets

Source: PMBOK Guide 5th Edition (Page 79) 17

 Change Requests
18

 Changes may include, but are not limited to, the following:
• Corrective action—An intentional activity that realigns the performance
of the project work with the project management plan;
• Preventive action—An intentional activity that ensures the future
performance of the project work is aligned with the project management
plan; and
• Defect repair—An intentional activity to modify a nonconforming
product or product component.

Source: PMBOK Guide 5th Edition (Page 93) 18

 Sample Change Request
19

Sources: PMBOK Guide 5, PMI; I2PM, ITPM Kathy Schwalbe 19

 Monitor and Control Project Work & Data Flow Diagram
20

Monitor and Control Project

Work —
The process of tracking,
reviewing, and reporting the
progress to meet the performance
objectives defined in the project
management plan.

Source:
4- PMBOK Guide 5th Edition (Page 86) 20
4-20
 Monitor and Control Project Work:
Inputs, Tools & Techniques, and Outputs
21

Tools &
Inputs Techniques Outputs

.1 Project Management .1 Expert Judgment .1 Change Requests

Plan .2 Analytical .2 Work Performance
.2 Schedule Forecasts Techniques Reports
.3 Cost Forecasts .3 Project Management .3 Project Management
.4 Validated Changes Information System Plan Updates
.5 Work Performance .4 Meetings .4 Project Documents
Information Updates
.6 Enterprise
Environmental
Factors
.7 Organizational
Process Assets

Source: PMBOK Guide 5th Edition (Page 86) 21

 Sample Milestone Report for
Reporting Work Performance Information
22

Sources: PMBOK Guide 5, PMI; I2PM, ITPM Kathy Schwalbe 22

 Perform Integrated Change Control & Data Flow Diagram
23

Perform Integrated Change

Control —
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.

Source:
4- PMBOK Guide 5th Edition (Page 97) 23
4-23
 Perform Integrated Change Control:
Inputs, Tools & Techniques, and Outputs
24

Tools &
Inputs Techniques Outputs

.1 Project Management .1 Expert Judgment .1 Approved Change

Plan .2 Meetings Requests
.2 Work Performance .3 Change Control .2 Change Log
Reports Tools .3 Project Management
.3 Change Requests Plan Updates
.4 Enterprise .4 Project Documents
Environmental Updates
Factors
.5 Organizational
Process Assets

Source: PMBOK Guide 5th Edition (Page 97) 24

 Perform Integrated Change Control: Outputs
25

 Approved Change Requests

 Change Log
 Project Management Plan updates
 Project Documents Updates

Source: PMBOK Guide 5th Edition (Page 99) 25

 Sample Issue Log
26

Sources: PMBOK Guide 5, PMI; I2PM, ITPM Kathy Schwalbe 26

 Close Project or Phase & Data Flow Diagram
27

Close Project or Phase —

The process of finalizing all
activities across all of the Project
Management Process.

Source:
4- PMBOK Guide 5th Edition (Page 100) 27
4-27
 Close Project or Phase:
Inputs, Tools & Techniques, and Outputs
28

Tools &
Inputs Techniques Outputs

.1 Project Management .1 Expert Judgment .1 Final Product,

Plan .2 Analytical Service, or Result
.2 Accepted Techniques Transition
Deliverables .3 Meetings .2 Organizational
.3 Organizational Process Assets
Process Assets Updates

Source: PMBOK Guide 5th Edition (Page 100) 28

 Close Project or Phase: Outputs
29

 Final Product, Service, or Result Transition

 Organizational Process Assets updates
• Project files
• Project or phase closure documents
• Historical information

Source: PMBOK Guide 5th Edition (Page ##) 29

 Sample Customer Acceptance/Project Completion Form
30

Sources: PMBOK Guide 5, PMI; I2PM, ITPM Kathy Schwalbe 30

 Sample Lessons-Learned Report
31

Sources:
4- PMBOK Guide 5, PMI; I2PM, ITPM Kathy Schwalbe 31
4-31
 Summary
32

Definition: Processes:
Project Integration Management 1. Develop Project Charter
includes the processes and 2. Develop Project Management
activities to identify, define, Plan
combine, unify, and coordinate 3. Direct and Manage Project
the various processes and project Works
management activities within the
4. Monitor and Control Project
Project Management Process
Works
Groups.
5. Perform Integrated Change
Control
6. Close Project or Phase
Source:
4- PMBOK Guide 5th Edition 32
4-32