MONITOR & CONTROLFocus is on Integrated Change Control1

OBJECTIVES

Identify the purpose of integrated change control

Understand inputs, tools and techniques, and outputs of integrated change control

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WHERE ARE WE?

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QUESTIONS TO ASK DURING THIS PHASE OF THE PROJECT?

How is the project progressing against Objectives? Milestones? Schedule? Budget?

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THINGS YOU WILL DO Measure against the baseline Determine Variances and return to schedule. Meet Objectives. Respond to threats and opportunities. User the change control procedures you have

identified. Leverage tools and techniques such as

Earned Value Control procurement. Configuration Management Integrated Change Control

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PROCESS

The next two slides describe the PMBOK 4th Edition Processes that occur during this phase of the game.

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MONITORING & CONTROLLING PROCESSES

Monitor & Control Project Work

Verify Scope

Integration

Scope

Cost

Control ScheduleTime

Perform Integrated Change Control

Control Scope

Control Cost

Quality Perform Quality Control

1 of 2

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MONITORING & CONTROLLING PROCESSES (CONTD.)

Report Performance

Monitor & Control Risks

Communications

Risk

Administer Procurements

Procurement

2 of 2

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WHAT IS CHANGE CONTROL?

Integrated Change Control deals with coordinating and managing changes across the entire project.

Identifying, documenting, approving or rejecting, and controlling changes to the project baseline. (PMBOK) 9

WHY CHANGE CONTROL?

Change is inevitable on any project

Managing change well will ensure success

Documentation is key: Example:If scope change was not

documented then “it was NOT REQUESTED”.

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CHANGE CONTROL

A change control system is a collection of formal, documented procedures that defines how project performance will be monitored and evaluated, and includes steps by which official project documents may be changed.

It includes: Documentation Tracking systems (PMIS) Processes Approval levels necessary for authorizing

changes

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CHANGE CONTROL BOARD

A formally constituted group of stakeholders responsible for reviewing, evaluating, approving, delaying, or rejecting changes to a project, with all decisions and recommendations being recorded. PMBOK 4th Edition p. 428

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CHANGE REQUEST: ISSUES TO THINK ABOUT

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CHANGE CONTROL PROCESS

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OUTCOME No Change: No impact on the schedule or budget Minor Change: Altered schedule; Additional time

and resources needed Major change: Redefining the scope of the

project Multiple release versions, prioritizing deliverables

across release dates Changing baseline

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Communicate Status

SUMMARY: CHANGE CONTROL SYSTEM

A collection of formal documented procedures that define how project deliverables and documentation will be controlled, changed and approved.

In most applications areas, CCS is a subset of the configuration management system (CMS). PMBOK 4th Edition p. 428

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SUMMARY: CONFIGURATION MANAGEMENT Used to ensure the description of the

project’s product is correct and complete by applying technical and administrative direction and surveillance to: The functional and physical characteristics of an

item or system Control any changes to such characteristics Record and report the change and its

implementation status Audit the items and system to verify

conformance to requirements

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SUMMARY: CONFIGURATION MANAGEMENT SYSTEM (CMS) Collection of formal documented procedures

used to apply technical and administrative direction and surveillance to: identify and document the functional and physical characteristics of a product, result, service, or component; control any changes to such characteristics; record and report each change and its implementation status; and support the audit of products, results, or components to verify conformance to requirements. It includes the documentation, tracking systems, and defined approval levels necessary for authorizing and controlling changes.

PMBOK 4th Edition p. 428

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WORKSHOP

Comment on the change control request in your organization.

Identify the size of your project under discussion.

What works? What does not work? Recommendations for improvements?

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