LECTURE 5 Integration

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    Management and Leadership by

    Stephan R. Covey

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    What is Project IntegrationManagement? Project integration management involves

    coordinating allthe other project managementknowledge areas throughout a projects life

    cycle. Integration ensures that all the elements of a

    project come together at the right times to

    complete a project successfully.

    It involves making trade-offs among competing

    objectives and alternatives to meet or exceedstakeholder needs and expectations.

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    Integration Management.

    Integration management comprises of:

    Project plan development

    Integrating and coordinating all project

    plans to create a consistent, coherentdocument

    Project plan execution

    Carrying out the project plan, according to

    the strategy, plan and activities as per the

    plan

    Integrated change control

    Coordinating changes across the project

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    Framework for Project Integration Management

    Focus on pulling everything

    together to reach project success!

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    Why do we have to manage

    Integration?

    To make the results visible

    To keep the project time and cost under

    check

    To involve stakeholders early and often

    To manage change

    Maintain better communicationTo identify problems/solutions early

    To use relevant experience as early as

    possible

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    Theory v/s Reality

    Scope Schedule Cost

    Quality Staffing (HR) Risk

    Communications Procurement

    Integration

    The PMBOK Guide

    Scope

    Sche

    dule

    Cost

    QualityStaffing(HR)

    Risk

    Communicatio

    ns

    Pro

    curem

    ent

    Integration(Charter and Preliminary Scope Statement)

    Reality

    Integration

    Develop plan

    Direct andManageExecution

    Monitor andControl Work

    ChangeControl

    Integration(Close project)

    All the knowledge areas and processes are shown separately in

    theory, but they are intermixed in real. Integration Management

    is controlling integration between the various processes.

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    Who Manages Integration?

    Mainly..

    Project ManagerThe main Integrator for

    the project to ensure better execution of allthe processes

    Team MembersConcentrate on

    completing tasks, activities & work packages

    Project SponsorProtect project from

    drastic changes and losing resources

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    How Do We Manage Integration?

    Use the seven integration processesDevelop project charter

    Develop preliminary scope statement

    Develop project management planDirect and manage project execution

    Monitor and control project work

    Integrated change controlClose project

    Project

    Charter

    Preliminary

    Scope

    Statement

    Project

    Management

    Plan

    Direct &

    Manage

    Execution

    Monitor &

    Control

    Project

    Work

    Integrated

    Change

    Control

    Close

    Project

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    Project Integration Management

    Processes Develop the project charter: Work with

    stakeholders to create the document that formally

    authorizes a projectthe charter.

    Develop the preliminary project scopestatement: Work with stakeholders, especially users

    of the projects products, services, or results, to

    develop the high-level scope requirements and

    create a preliminary project scope statement. Develop the project management plan:

    Coordinate all planning efforts to create a

    consistent, coherent documentthe project

    management plan.

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    Project Integration Management

    Processes (contd)

    Direct and manage project execution:Carry outthe project management plan by performing theactivities included in it.

    Monitor and control the project work: Overseeproject work to meet the performance objectives ofthe project.

    Perform integrated change control: Coordinatechanges that affect the projects deliverables and

    organizational process assets. Close the project: Finalize all project activities to

    formally close the project.

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    How Do We Manage these

    processes?

    Each process has:

    Inputs

    Tools and Techniques

    Outputs

    Remember that inputs and outputs can feed more

    than one process!

    Project

    Charter

    Preliminary

    Scope

    Statement

    Project

    Management

    Plan

    Direct &

    Manage

    Execution

    Monitor &

    Control

    Project

    Work

    Integrated

    Change

    Control

    Close

    Project

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    Project Charters

    After deciding what project to work on, it isimportant to let the rest of the organization know.

    A project charter is a document that formally

    recognizes the existence of a project andprovides direction on the projects objectives andmanagement.

    Key project stakeholders should sign a projectcharter to acknowledge agreement on the needand intent of the project; a signed charter is akey output of project integration management.

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    Project Charter

    Project

    Charter

    Preliminary

    Scope

    Statement

    Project

    Management

    Plan

    Direct &

    Manage

    Execution

    Monitor &

    Control

    Project

    Work

    Integrated

    Change

    Control

    Close

    Project

    ContractDocumentation

    Project

    Statement of

    Work

    Enterprise

    Environmental

    Factors

    Organizational

    Process Assets

    Project

    Charter

    Project Selection Methods

    Project Management

    Methodology

    Project ManagementInformation System

    Expert Judgment

    Inputs

    Outputs

    Tools & Techn iques

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    Inputs

    Enterprise Environmental Factors:

    Any or all external and internal organizationalenvironmental factors that surround or influence the

    projects success.

    Examples include: organizational culture and

    structure, infrastructure, tools, humanresources, personnel policies, commercial

    databases, market conditions, etc.

    Organizational Process Assets:

    Every organization keeps a database of all the

    information and records of the previous executed

    projects and these information are stored in a central

    repository called Organizational Process Assets.

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    Preliminary Scope Statement

    Enterprise

    Environmental

    Factors

    Project

    Charter

    Project

    Statement of

    Work

    Organizational

    Process

    Assets

    Preliminary

    Project Scope

    Statement

    Project Management

    Methodology

    Project Management

    Information SystemExpert Judgment

    Inputs

    Outputs

    Tools & Techn iques

    Project

    Charter

    Preliminary

    Scope

    Statement

    Project

    Management

    Plan

    Direct &

    Manage

    Execution

    Monitor &

    Control

    Project

    Work

    Integrated

    Change

    Control

    Close

    Project

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    Project Management Plan

    EnterpriseEnvironmental

    Factors

    Preliminary

    Project Scope

    StatementProject

    Management

    Processes

    Organizational

    Process

    Assets

    Project

    Management

    Plan

    Project Management

    Methodology

    Project Management

    Information System

    Expert Judgment

    Inputs

    Outputs

    Tools & Techniques

    Project

    Charter

    Preliminary

    Scope

    Statement

    Project

    Management

    Plan

    Direct &

    Manage

    Execution

    Monitor &

    Control

    Project

    Work

    Integrated

    Change

    Control

    Close

    Project

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    What Goes in a Project Plan?

    Project charter

    Project Management

    Approach

    Scope StatementWork Breakdown

    Structure (WBS)

    Responsibility Chart

    Network Diagram with

    Major Milestones

    Budget

    Schedule

    Resources

    Change Control System

    PerformanceMeasurement Guidelines

    Management Plans

    (Scope, Schedule, cost,

    quality, staffing,communications, risk

    response, procurement)

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    Direct & Manage Execution

    Project Management Plan

    Project

    Management

    Methodology

    ProjectManagement

    Information

    System

    Approved Corrective Actions

    Approved Preventive Actions

    Approved Change Requests

    Approved Defect Repair

    Validated Defect Repair

    Administrative Closure

    Procedure

    Deliverables

    Requested Changes

    Implemented Change Requests

    Implemented Corrective Actions

    Implemented Preventive Actions

    Implemented Defect Repair

    Work Performance Information

    Inputs OutputsTools & Techn iques

    Project

    Charter

    Preliminary

    Scope

    Statement

    Project

    Management

    Plan

    Direct &

    Manage

    Execution

    Monitor &

    Control

    Project

    Work

    Integrated

    Change

    Control

    Close

    Project

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    Monitor & Control Project Work

    Rejected Change

    Requests

    Project

    Management Plan

    Work Performance

    Information

    Project Management

    Methodology

    Project Management

    Information System

    Earned Value Management

    Expert Judgment

    Forecasts

    Recommended

    Corrective Actions

    Recommended

    Preventive Actions

    RecommendedDefect Repair

    Requested

    Changes

    Inputs

    OutputsTools & Techniques

    Project

    Charter

    Preliminary

    Scope

    Statement

    Project

    Management

    Plan

    Direct &

    Manage

    Execution

    Monitor &

    Control

    Project

    Work

    Integrated

    Change

    Control

    Close

    Project

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    Integrated Change Control

    Project Management Plan Project

    Management

    Methodology

    Project

    Management

    InformationSystem

    Expert

    Judgment

    Requested Changes

    Work Performance Information

    Recommended Preventive Actions

    Recommended Corrective Actions

    Recommended Defect Repair

    Deliverables

    Rejected Change Requests

    Project Management Plan Updates

    Project Scope Statement Updates

    Approved Corrective Actions

    Approved Preventive Actions

    Approved Defect Repair

    Validated Defect Repair

    Approved Change Requests

    Deliverables

    Inputs

    OutputsTools & Techniques

    Project

    Charter

    Preliminary

    Scope

    Statement

    Project

    Management

    Plan

    Direct &

    Manage

    Execution

    Monitor &

    Control

    Project

    Work

    Integrated

    Change

    Control

    Close

    Project

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    PM Responsibility for Change

    Influence factors that affect change.

    Ensure that change is beneficial.

    Determine if a change is needed.

    Determine if a change has occurred.

    Look for alternatives to change.

    Minimize negative impact from change.

    Notify Stakeholders impacted by change.

    Manage those changes that do occuraccording to project plan.

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    Close Project

    Project Management Plan

    Project Management

    Methodology

    Project Management

    InformationSystem

    Expert Judgment

    Contract Documentation

    Enterprise Environmental Factors

    Organizational Process Assets

    Work Performance Information

    Deliverables

    Administrative Closure

    Procedure

    Contract Closure Procedure

    Final Product, Service, or Result

    Organizational Process assets

    Updates

    InputsOutputs

    Tools & Techniq ues

    Project

    Charter

    Preliminary

    Scope

    Statement

    Project

    Management

    Plan

    Direct &

    Manage

    Execution

    Monitor &

    Control

    Project

    Work

    Integrated

    Change

    Control

    Close

    Project

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    Some relevant definitionsResponsibility: The duties, assignments, and accountability for

    results associated with a designated position inthe organization.

    Authority: The legitimate power given to a person in anorganization to use resources to reach anobjective and to exercise discipline.

    Accountability: Being answerable to one's superior in anorganization for the exercise of one's authorityand the performance of one's duties.

    Lessons Document that identifies what was done right,Learned: wrong, and how to improve in the future.

    Baseline: The final approved result of the procedures is theproject plan, also known as a Master or Baselineplan. It is the original project plan with approvedchanges

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