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PMP Examination Preparation Course

Topic: Project Integration Management

Version 4.0
Integration Management

Hot Topics

Business Case
Project Plan
Close Project or Phase
Project Monitoring

Change Requests

PMP Workshop | Financial Services


All work described was performed by Capgemini or a Capgemini affiliate
2009 Capgemini - All rights reserved 1
Integration Management - Icebreaker

What is the primary role of the Project Sponsor:


Before the project
During the project
What does a project charter comprise?
What are project constraints? Give some examples?
What are assumptions? What are assumptions based on?
The techniques benefit measurement methods and constrained
optimization methods are used for ________
Who does the actual work in the project?
___________ is a mandatory activity at the end of every project.
___________ is something that invariably happens during every project
and finally ..
What do you think is the role of the project manager?

PMP Workshop | Financial Services


All work described was performed by Capgemini or a Capgemini affiliate
2009 Capgemini - All rights reserved 2
Integration Management

Processes required to properly coordinate the various


elements of the project
Develop Project Charter
Develop Project Management Plan
Direct and Manage Project Execution
Monitor and Control Project Work
Perform Integrated Change Control
Close Project or Phase

PMP Workshop | Financial Services


All work described was performed by Capgemini or a Capgemini affiliate
2009 Capgemini - All rights reserved 3
Integration Management

Scope Time Cost Quality

Project Integration Management

HR Comm. Risk Proc

PMP Workshop | Financial Services


All work described was performed by Capgemini or a Capgemini affiliate
2009 Capgemini - All rights reserved 4
Integration Management

Monitoring &
Initiating Planning Executing Controlling Closing
Process Process Process Process Process
Group Group Group Group Group
Develop Develop Direct and Monitor and Close
Project Project Manage Control Project or
Charter Management Project Project Work Phase
Plan Execution Perform
Integrated
Change
Control

PMP Workshop | Financial Services


All work described was performed by Capgemini or a Capgemini affiliate
2009 Capgemini - All rights reserved 5
Develop Project Charter

Process of developing a document that formally authorizes a project or


phase.

Establishes a partnership between performing organization and


requesting organization.

Approved project charter formally initiates the project.

PMP Workshop | Financial Services


All work described was performed by Capgemini or a Capgemini affiliate
2009 Capgemini - All rights reserved 6
Develop Project Charter

Inputs Tools and Techniques Outputs


Project statement of Expert judgment Project charter
work
Business Case
Contract
Enterprise
environmental factors
Organizational process
assets

PMP Workshop | Financial Services


All work described was performed by Capgemini or a Capgemini affiliate
2009 Capgemini - All rights reserved 7
Inputs - Develop Project Charter

Project statement of work


Description of products or services to be delivered by the project.
SOW references: Business need, Product scope description, Strategic plan.
Business Case Created as a result of
Market demand, Customer request, Organizational need, Legal requirement,
technological advance, social need, etc.
Contract
Enterprise environmental factors
Organization culture/structure
Government or industry standards
Marketplace conditions

PMP Workshop | Financial Services


All work described was performed by Capgemini or a Capgemini affiliate
2009 Capgemini - All rights reserved 8
Inputs - Develop Project Charter

Organizational process assets


Policies
Procedures
Forms
Lessons learned knowledge base
Historical information
Standards and guidelines

PMP Workshop | Financial Services


All work described was performed by Capgemini or a Capgemini affiliate
2009 Capgemini - All rights reserved 9
Tools & Techniques Develop Project Charter

Expert judgment
Consultants
Subject Matter Experts
Industry groups
Professional and technical associations

PMP Workshop | Financial Services


All work described was performed by Capgemini or a Capgemini affiliate
2009 Capgemini - All rights reserved 10
Outputs Develop Project Charter

Project Charter
Issued by project initiator/sponsor (external to the project)
Document that formally authorizes a project
Think about it Can a project exist without a charter?
Documents business needs and the new product service or in other
words the high level project requirements
Links the project to the ongoing work of the organization
Question What about client projects?

The project charter provides the project manager with the authority to
use the budget and deploy the organizations resources

PMP Workshop | Financial Services


All work described was performed by Capgemini or a Capgemini affiliate
2009 Capgemini - All rights reserved 11
Outputs Develop Project Charter

Project charter comprises:


Project name or title
Project description
Project manager name (Can it be blank?)
Business need (Give Examples)
Project purpose or justification including ROI
Resources (if known)
Stakeholders
Stakeholder requirements
Broad timelines
Major deliverables
Constraints or assumptions
Summary Budget
And can there be a project charter without a sponsor name?
Why is the sponsor name not listed above?

PMP Workshop | Financial Services


All work described was performed by Capgemini or a Capgemini affiliate
2009 Capgemini - All rights reserved 12
Develop Project Management Plan

Taking the results of other planning processes and putting them into a
consistent, coherent document
Includes all actions necessary to define, integrate and coordinate all
subsidiary plans into project management plan
Defines how the project is executed, monitored & controlled, and
closed
Documents the collection of outputs

This process results in a project management plan that is updated and


revised through the Perform Integrated change control process

PMP Workshop | Financial Services


All work described was performed by Capgemini or a Capgemini affiliate
2009 Capgemini - All rights reserved 13
Project Plan

Includes:
Project charter
PM approach or strategy
Scope statement
Work breakdown structure (WBS)
Cost estimates
Schedule
Performance measurement baselines
Major milestones and target dates
Key or required staff
Key risks
Open issues and pending decisions
PMP Workshop | Financial Services
All work described was performed by Capgemini or a Capgemini affiliate
2009 Capgemini - All rights reserved 14
Develop Project Management Plan

Inputs Tools and Techniques Outputs


Project Charter Expert judgment Project management
Outputs from planning plan
processes
Enterprise
environmental factors
Organizational process
assets

PMP Workshop | Financial Services


All work described was performed by Capgemini or a Capgemini affiliate
2009 Capgemini - All rights reserved 15
Inputs - Develop Project Management Plan

Project charter
Output from planning processes
Enterprise environmental factors
Governmental or industry standards
Organization structure and culture
Personnel administration
Organizational process assets

PMP Workshop | Financial Services


All work described was performed by Capgemini or a Capgemini affiliate
2009 Capgemini - All rights reserved 16
Tools & Techniques - Develop Project Management Plan

Expert judgment is utilized to


Tailor the process to meet project needs
Determine level of configuration management to apply on project
Determine resources and skill levels needed to perform project work
Develop technical and management details to be included in project
management plan.

PMP Workshop | Financial Services


All work described was performed by Capgemini or a Capgemini affiliate
2009 Capgemini - All rights reserved 17
Outputs - Develop Project Management Plan

Project management plan


The formal, approved document used to manage and control project execution
Includes the life cycle selected for the project and processes that will be applied
to each phase.
Can be either summary level or detailed, and can be composed of one or more
subsidiary plans.

PMP Workshop | Financial Services


All work described was performed by Capgemini or a Capgemini affiliate
2009 Capgemini - All rights reserved 18
Outputs - Develop Project Management Plan

Subsidiary plans included in Project Management Plan


Scope Management Plan
Schedule Management Plan
Cost Management Plan
Quality Management Plan
Process Improvement Plan
Staffing Management Plan
Communication Management Plan
Risk Management Plan
Procurement Management Plan

PMP Workshop | Financial Services


All work described was performed by Capgemini or a Capgemini affiliate
2009 Capgemini - All rights reserved 19
Project Management Plan Some Terms / Concepts

Work Authorization System


Generally a system defined at the organizational level
Used to notify team members / sub-contractors that they may begin work on a
work package (Do you know what a work package is?)
Baseline
Used to measure performance
An approved plan for the project work against which project execution is
compared and deviations are measured for management control
Scope, Cost, Schedule, Technical and Quality Parameters

PMP Workshop | Financial Services


All work described was performed by Capgemini or a Capgemini affiliate
2009 Capgemini - All rights reserved 20
Project Management Plan Some Terms / Concepts

Project Management Plan Approval


Since this is the document based on which project is executed it needs
approval
Sponsors and Stakeholders
Sign-offs needed

Kickoff Meeting
A meeting of all project parties to make sure everyone is familiar with the
project
Held at the end of the planning process group before beginning work on the
project

PMP Workshop | Financial Services


All work described was performed by Capgemini or a Capgemini affiliate
2009 Capgemini - All rights reserved 21
Direct and Manage Project Execution

Perform activities to accomplish project objectives


Extend effort and spend funds
Staff, train and manage team members
Select sellers
Obtain, manage and use resources
Implement planned methods
Create project deliverables
Manage risks
Manage sellers
Issue change requests
Adapt approved changes into project scope, plans and environment.

Process of performing the work defined in project management plan to


achieve projects objectives.

PMP Workshop | Financial Services


All work described was performed by Capgemini or a Capgemini affiliate
2009 Capgemini - All rights reserved 22
Direct and Manage Project Execution

Inputs Tools and Techniques Outputs


Project management Expert Judgment Deliverables
plan Project management Work performance
Approved changed information system information
requests Change requests
Enterprise Project management
environmental factors plan updates
Organizational process Project document
assets updates

PMP Workshop | Financial Services


All work described was performed by Capgemini or a Capgemini affiliate
2009 Capgemini - All rights reserved 23
Inputs - Direct and Manage Project Execution

Project management plan Explained earlier


Approved changed requests
Documented authorized changes to expand or contract project scope. The
approved change requests can also modify policies, project management
plans, procedures, costs or budgets or revise schedules.
Enterprise environmental factors
Organizational process assets

PMP Workshop | Financial Services


All work described was performed by Capgemini or a Capgemini affiliate
2009 Capgemini - All rights reserved 24
Tools & Techniques - Direct and Manage Project Execution

Expert Judgment
Project management information system
Automated system used by the project management team to aid execution of
the activities planned in the project management plan

PMP Workshop | Financial Services


All work described was performed by Capgemini or a Capgemini affiliate
2009 Capgemini - All rights reserved 25
Outputs - Direct and Manage Project Execution

Deliverables
Unique and verifiable product, result or capability to perform a service that
must be produced and provided to complete a process, phase or project

Change Requests
Issued to cover preventive or corrective actions to forestall negative impact
later in the project.

PMP Workshop | Financial Services


All work described was performed by Capgemini or a Capgemini affiliate
2009 Capgemini - All rights reserved 26
Outputs - Direct and Manage Project Execution

Work performance information


Deliverable status
Schedule progress
Costs incurred
Project management plan updates
Project document updates
Requirements documents
Project logs
Risk register
Stakeholder register

PMP Workshop | Financial Services


All work described was performed by Capgemini or a Capgemini affiliate
2009 Capgemini - All rights reserved 27
Monitor and Control Project Work

Process of tracking, reviewing and regulating progress to meet


performance objectives defined in project management plan.
Monitoring includes collecting, measuring, and disseminating
performance information
Control includes determining corrective or preventive action or re-
planning.

Continuous monitoring gives the project management team insight


into the health of the project and identifies areas that require
special attention
PMP Workshop | Financial Services
All work described was performed by Capgemini or a Capgemini affiliate
2009 Capgemini - All rights reserved 28
Monitor and Control Project Work

Inputs Tools and Techniques Outputs


Project management Expert judgment Change requests
plan Project management
Performance Report plan updates
Enterprise Project document
environmental factors updates
Organizational process
assets

PMP Workshop | Financial Services


All work described was performed by Capgemini or a Capgemini affiliate
2009 Capgemini - All rights reserved 29
Inputs - Monitor and Control Project Work

Project management plan


Performance Reports
Prepared by project team detailing activities, accomplishments, milestones,
identified issues and problems.
Enterprise environmental factors
Organizational process assets

PMP Workshop | Financial Services


All work described was performed by Capgemini or a Capgemini affiliate
2009 Capgemini - All rights reserved 30
Tools & Techniques Monitor and Control Project Work

Expert judgment

PMP Workshop | Financial Services


All work described was performed by Capgemini or a Capgemini affiliate
2009 Capgemini - All rights reserved 31
Outputs Monitor and Control Project Work

Change requests
Project management plan updates
Project document updates

PMP Workshop | Financial Services


All work described was performed by Capgemini or a Capgemini affiliate
2009 Capgemini - All rights reserved 32
Perform Integrated Change Control

Coordinating changes across the entire project


Identifying the change needs to occur or has occurred
Documentation of complete impact of change requests.
Reviewing and approving change requests
Managing the approved changes when they occur
Maintain the integrity of baselines

The integrated change control process is performed from project


inception through completion

PMP Workshop | Financial Services


All work described was performed by Capgemini or a Capgemini affiliate
2009 Capgemini - All rights reserved 33
Perform Integrated Change Control

Concerned with:
Influencing the factors which create change, in order to ensure that the
changes are beneficial
Determining that a change has occurred
Managing the actual changes

Requirements:
Reflect all approved changes in the project plan
Reflect changes in the project scope definition. Project scope changes affect
the performance measurement baseline.
Coordinate changes across all knowledge areas

PMP Workshop | Financial Services


All work described was performed by Capgemini or a Capgemini affiliate
2009 Capgemini - All rights reserved 34
Perform Integrated Change Control

Inputs Tools and Techniques Outputs


Project management Expert judgment Change request status
plan Change control meetings updates
Work performance Project management plan
information (updates)
Change request Project document updates
Enterprise environmental
factors
Organizational process
assets

PMP Workshop | Financial Services


All work described was performed by Capgemini or a Capgemini affiliate
2009 Capgemini - All rights reserved 35
Inputs Perform Integrated Change Control

Project management plan


Provides the baseline against which changes will be controlled
Work Performance Information
Change requests
May occur in many forms: oral or written, direct or indirect, externally- or
internally-initiated, legally-mandated or optional
Enterprise environmental factors
Organizational process assets

PMP Workshop | Financial Services


All work described was performed by Capgemini or a Capgemini affiliate
2009 Capgemini - All rights reserved 36
Tools & Techniques Perform Integrated Change Control

Expert Judgment

Change Control Meetings


Change control board is responsible for meeting and reviewing change
requests and approving or rejecting those change requests.
Change control board decisions are documented and communicated to
stakeholders for information and follow-up actions.

PMP Workshop | Financial Services


All work described was performed by Capgemini or a Capgemini affiliate
2009 Capgemini - All rights reserved 37
Outputs Perform Integrated Change Control

Project management plan updates


Any modifications to the contents of the project plan or to supporting detail
Change request status updates
Project document updates

PMP Workshop | Financial Services


All work described was performed by Capgemini or a Capgemini affiliate
2009 Capgemini - All rights reserved 38
Close Project or Phase

Performing the project closure


Finalizing all activities completed
Formal acceptance

Process of finalizing all activities across all Project Management


process groups to formally complete the project or phase.

PMP Workshop | Financial Services


All work described was performed by Capgemini or a Capgemini affiliate
2009 Capgemini - All rights reserved 39
Close Project or Phase

Inputs Tools and Techniques Outputs


Project management Expert judgment Final product, service
plan or result transition
Accepted Deliverables Organizational process
Organizational process assets (update)
assets

PMP Workshop | Financial Services


All work described was performed by Capgemini or a Capgemini affiliate
2009 Capgemini - All rights reserved 40
Inputs - Close Project or Phase

Project management plan


Accepted Deliverables
Deliverables that have been accepted through Verify Scope process.
Organizational process assets
Project or phase closure guidelines or requirements.
Historical information and lessons learned knowledge base.

PMP Workshop | Financial Services


All work described was performed by Capgemini or a Capgemini affiliate
2009 Capgemini - All rights reserved 41
Tools & Techniques Close Project or Phase

Expert judgment

PMP Workshop | Financial Services


All work described was performed by Capgemini or a Capgemini affiliate
2009 Capgemini - All rights reserved 42
Outputs Close Project or Phase

Final Product, Service or Result Transition


Organizational Process Assets (updates)
Project files
Project or phase closure documents
Historical information

PMP Workshop | Financial Services


All work described was performed by Capgemini or a Capgemini affiliate
2009 Capgemini - All rights reserved 43
Integration Management

Recap

Business Case
Project Plan
Close Project or Phase
Project Monitoring

Change Requests

PMP Workshop | Financial Services


All work described was performed by Capgemini or a Capgemini affiliate
2009 Capgemini - All rights reserved 44
Review Questions Time

Review Questions

PMP Workshop | Financial Services


All work described was performed by Capgemini or a Capgemini affiliate
2009 Capgemini - All rights reserved 45
Thank You

www.capgemini.com/financialservices

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