Project Integration Management

•          Project Integration Management
–        Ensures that the project processes are properly coordinated
–        Tradeoffs between competing objectives and alternatives in order to meet stakeholder approval



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•          Project Plan Development
•          Project Plan Execution
•          Overall Change Control
–        These processes may occur repeatedly over the project duration
–        Historical Records are needed to perform project management well, they are inputs to continuous improvement
•          Files
•          Lessons Learned
•          Actual Costs
•          Time Estimates
•          WBS
•          Benchmarks
•          Risks
•          Project Plan Development
–        Uses outputs from other planning processes to create consistent document to guide project execution and control
–        Iterated several times
–        Documents planning assumptions
–        Documents planning decisions that are chosen
–        Facilitates communication
–        Defines key management reviews
–        Provides a baseline to track progress measurement and project control
•          Project Plan Development Inputs
–        Other planning outputs: primarily the planning process outputs (WBS, base documents, application area inputs)
–        Historical information – verify assumptions, records of past project performance
–        Organizational policies – quality management, personnel administration, Financial controls
–        Constraints – factors that limit performance, contractual provisions, budget
–        Assumptions – risk factors
•          Tools & Techniques for Plan Development
–        Project Planning Methodology – any structured approach (software, templates, forms, start-up meetings
–        Stakeholder Skills & Knowledge – tap into plan development; use expertise for reasonableness
–        PMIS – Out of the box approach to support all project aspects through closure
•          Project Plan Development Outputs
–        Project Plan is a collection that changes over time as more information about the project becomes available
–        Baseline will change only in response to approved scope change
–        Project Plan includes some or all of the following:
•          Project Charter
•          Project Management approach or strategy
•          Scope statement
•          Work Breakdown Structure (WBS)
•          Budget, schedule, risks
•          Key Staff, Major Milestones
•          Change Control Plan, Management and Communications Plan
•          Cost Estimates, scheduled start dates and responsibility assignments
•          Performance measurement baselines
•          Major milestones and target dates
•          Required Staff
•          Risks, constraints and assumptions
•          Subsidiary management plans (scope, schedule)
•          Open Issues
•          Pending Decisions
•          Supporting Details to the Project Plan
–        Outputs from planning processes
–        Technical documentation
–        Business requirements, specifications, and designs
–        Relevant standards
–        Additional information not previously known
•          Project Plan Execution
–        Primary process for carrying out the project plan
–        Most costly aspect of project management
–        Direction of organizational resources and interfaces
•          Project Plan Execution Inputs:
–        Project Plan
–        Supporting Detail
–        Organizational Policies
–        Corrective Action – anything to bring expected performance in line with the project plan
•          Tools & Techniques for Plan Execution
–        General Management Skills
–        Product Skills and Knowledge – defined as part of planning, provided by staffing
–        Work Authorization System – formal procedure for sanctioning work to ensure completion – written or verbal authorization
–        Status review meetings – regular exchanges of information
–        Project Management Information System
–        Organizational Procedures
•          Project Plan Execution Outputs
–        Work results – the outcome of activities performed is fed into the performance reporting process
–        Change Requests – expand/shrink project scope, modify costs and schedule estimates
•          Overall Change Control
–        Influencing factors that create change to ensure beneficial results; ensure that change is beneficial
–        Determining that change has occurred
–        Managing actual changes as they occur
•          Evaluate impact of change
•          Meet with team to discuss alternatives
•          Meet with management to present decision
•          Change control requires
–        Maintaining integrity of performance measurement baselines (project plan)
–        Ensuring changes to scope are accurately recorded
–        Coordinating changes across knowledge areas (scheduling, risk, cost, quality, etc.)
–        Determine all factors that control change and pro-actively preventing the occurrence; evaluate the impact of change
•          Inputs to Change Control
–        Project Plan – baseline performance
–        Performance Reports – issue tracking, risk management
–        Change Requests – orally or written, externally or internally initiates, legally mandated or optional
•          Change Control Tools & Techniques
–        All Changes must be evaluated before a decision can be reached
–        Change Control System – collection of formal procedures, paperwork, tracking systems, approval levels
–        Change Control Board – decision making authority
–        Configuration Management – documented procedure to apply technical and administrative direction
•          ID and document functional and physical characteristics
•          Control changes to these characteristics
•          Record and report change and implementation status
•          Audit items and system to verify requirements
•          Change Control Tools & Techniques
–        Performance Measurement – earned value, plan variance analysis
–        Additional Planning – revised cost estimates, modify activity sequences, plan adjustments
–        Project Management Information System
–        Change Control System may have
•          Change Control Plan
•          Change Control Board
•          Change Control Procedures, Corrective Action plans
•          Performance Statistics, Reports, Change forms
•          Specification reviews, Demonstrations, Testing, Meetings
–        Configuration Management
•          Change Control Outputs
–        Project Plan Updates
–        Corrective Actions
–        Lessons Learned – variance causes and reasoning documented for historical purposes
•          Configuration Management
–        Rigorous Change Management as it relates to scope
•          Subset of the change control system
•          Work Authorization System
–        Controls “gold plating”; defines what task is/is not
•          Meetings
–        Most are inefficient; keep minutes
–        Status can be determined without meeting
•          Lessons Learned
–        Project is not complete until a Lessons Learned is completed
–        What have we done, how can we do it better
•          Technical Aspects of the project
•          Project Management (WBS, plans, etc.)
•          Overall Management (communications, leadership)
•          Best to have whole team complete and made available
•          Also called “Post – Mortem”
•          Integration is a result of need for communication within a project
•          Primary responsibility to decide what changes are necessary is Management
•          Project Managers must pro-actively define and solve problems before reporting to superiors