Project Integration Management

Integration Management
 PMBOK – “Includes the processes and activities needed to identify, define, combine, unify
and coordinate the various processes and project management activities within the PM
Process Groups.”

Process Name Process Group

Develop Project Charter Initiating
Develop Project Management Plan Planning
Direct and Manage Project Work Executing
Manage Project Knowledge Executing
Monitor and Control Project Work Monitoring and Controlling

Perform Integrated Change Control Monitoring and Controlling

Close Project Closing

 PROCESS GROUPS & KNOWLEDGE AREAS TABLE Page 25, PMBOK

Knowledge Project Management Process Groups

Areas Monitoring &
Initiating Planning Executing Controlling Closing

Project Develop Project Charter Develop Project Management Plan Direct and Manage Project Work Monitor and Control Project Work Close Project or Phase
Integration Manage Project Knowledge Perform Integrated Change Control
Management
Plan Scope Management Validate Scope
Project Collect Requirements Control Scope
Scope Define Scope
Management Create WBS
Plan Schedule Management Control Schedule
Project Define Activities
Schedule Sequence Activities
Management Estimate Activity Durations
Develop Schedule
Project Plan Cost Management Control Costs
Cost Estimate Costs
Management Determine Budget
Project Plan Quality Management Manage Quality Control Quality
Quality
Management
Project Plan Resource Management Acquire Resources Control Resources
Resource Estimate Activity Resources Develop Team
Management Manage Team
Project Plan Communications Management Manage Communications Monitor Communications
Communications
Management
Plan Risk Management Implement Risk Responses Monitor Risks
Project Identify Risks
Risk Perform Qualitative Risk Analysis
Management Perform Quantitative Risk Analysis
Plan Risk Responses
Project Plan Procurement Management Conduct Procurements Control Procurements
Procurement
Management
Project 13.1 Identify Stakeholders Plan Stakeholder Engagement Manage Stakeholder Engagement Monitor Stakeholder Engagement
Stakeholder
Management
Develop Project Charter
 The process of developing a document to formally authorize a project or a
phase
 Outlines the project objectives
 Defines the authority of the project manager
 Provides the project manager with the authority to put the resources together
to project activities
 Establishes a direct link between the project and the strategic objectives of the
organization and assures the organizational commitment to the project
 The approved project charter formally initiates the project
 Develop Project Charter

TOOLS AND TECHNIQUESEXPERT JUDGMENT

1. Expert Judgment OUTPUTS

2. Data Gathering 1.Project Charter

INPUTS 2.Assumption Log
a. Brainstorming
1. Business Documents
b. Focus Groups
a. Business Case
c. Interview
b. Benefits Management Plan
3. Interpersonal and Team Skills
2. Agreements
a. Conflict Management
3. Enterprise Environmental Factors
b. Facilitation
4. Organizational Process Assets
c. Meeting Management
4. Meetings
Develop Project Charter - Inputs
 Inputs
 Business Documents - Contain specific information as to
why a project should be initiated. There are two main
documents the business case and the benefits
management plan.
 Business Case - Necessary information that determines
whether or not the project is worth the required
investment
 Market Demand, Customer Request, Organizational Need,
Legal requirement
 Project Benefits Management Plan
 Describes the main benefits that the project will produce once
it is completed and how to measure the benefits. The project
benefit could be the product, service, or result.
 It maybe created by doing a cost-benefit analysis a project.
Develop Project Charter - Inputs
 Agreements
 Service Level Agreements (SLA)
 Letters of intent
 Contract between internal and external customer
 Work required to be performed for Payment

 Enterprise Environmental Factors

 Organizational Process Assets
Develop Project Charter - Inputs
 Project selection Methods
 Benefit Cost Ratio (BCR)
 Ratio of Benefits to Cost
 Economic Value Add (EVA)
 How much value a project has created for its shareholders
 Internal Rate of Return (IRR)
 The Projects return as an interest rate, %
 Opportunity Cost, (Smaller is better)
 Payback Period, (Quicker is better)
 Present value (time value of money) and Net Present
Value (time value of money w/costs factored in)
 ROI, (Return on Investment)
Develop Project Charter - Tools
 Expert Judgment
 Meetings
 Data Gathering
 Techniques such as brainstorming, focus groups,
and interviews.
 Interpersonal and Team Skills
 Guide the development of the project, (Project
Meetings, brainstorming, problem solving, &
conflict resolution)
 Meeting management techniques will be needed
in order to ensure meetings are run properly.
Develop Project Charter - Output
 Output
 Project Charter
 Formally authorizes the existence of the project and it
assigns the Project Manager and their Authority Level
 Signed by the organization Senior Management
 High Level requirements & risks
 Preliminary Project Budget and Schedule
 Project Purpose or justification
 Assumption Log
 A list of things that you perceive to be true
(assumptions) and things that might constrain the
project.
Develop Project Management Plan
 Process of defining, preparing, and coordinating all plan
components and consolidating them into an integrated project
management plan
 Comprehensive document that outlines the basis of all project
work and how the work will be performed
 Either summary or detailed
 Contains baselines and plans
Develop Project Management Plan

TOOLS AND TECHNIQUES

INPUTS 1.Expert Judgment OUTPUTS
1.Project Charter 2.Data Gathering 1.Project Management Plan
2.Outputs from other Processes 1.a. Brainstorming
3.Enterprise Environmental Factors b. Checklists
4.Organizational Process Assets c. Focus Groups
d. Interview
3.Interpersonal and Team Skills
1.a. Conflict Management
b. Facilitation
c. Meeting Management
4. Meetings
Develop Project Management Plan - Input
 Project Charter
 Previous process (Develop Project Charter)

 Outputs from other Planning Processes

 Outputs such as baselines and subsidiary management plans
from the scope, time, cost, quality, risk, human resource,
communication, procurement, and stakeholder planning
processes are consolidated to create the Project Management
Plan.
 Enterprise Environmental Factors
 Organizational Process Assets
Develop Project Management Plan -Tools
 Expert Judgment
 Data Gathering
 Brainstorming
 Checklists
 Focus Groups
 Interview
 Interpersonal and Team Skills
 Conflict Management
 Facilitation
 Meeting Management
 Meetings
 Kick-off meeting
 Develop Project Management Plan - Outputs
Project Plan Process where made
 Outputs Scope Management Plan Plan Scope Management
 Project Management Plan Requirement Management Plan Plan Scope Management
 Outlines how the project is executed, Schedule Management Plan Plan Schedule Management
monitored and controlled, and closed. Cost Management Plan Plan Cost Management

 4 Baselines Quality Management Plan Plan Quality Management

 Scope, Schedule, Cost, Performance Resource Management Plan Plan Resource Management
Measurement Communication Management Plan Plan Communications Management
 14 Subsidiary plans Risk Management Plan Plan Risk Management

 Approved by either the Project Manager, Procurement Management Plan Plan Procurement Management
Sponsor, Functional Manager, Program Stakeholder Management Plan Plan Stakeholder Management
Manager, or in rare instances Senior Change Management Plan Develop Project Management Plan
Management Configuration Management Plan Develop Project Management Plan
 Provides Guidance on project execution Scope Baseline Create WBS

 Formal Written piece of communication Schedule Baseline Develop Schedule

Cost Baseline Determine Budget
 Only changed when a change request is
generated and approved by the change Performance Measurement Baseline Develop Project Management Plan

control board Project Life Cycle Description Develop Project Management Plan
Development Approach Develop Project Management Plan
Project Management Plan
 Process Improvement Plan: Defines how processes that are used on the project will be evaluated and improved
 Change Management Plan: Defines how change requests will be managed, controlled, and formally authorized
 Configuration Management Plan: Defines how documentation changes concerning the project’s deliverables
and processes will be managed
 Performance Measurement Baseline: This is a record of what the project had planned, scheduled, and budgeted
in terms of scope, schedule, and cost performance
 Project Life Cycle: A representation of the generally sequential and sometimes overlapping project phases that a
project typically goes through.
 Management Review: A review by the project manager, stakeholders, and management to evaluate whether the
project has the expected performance or there is a necessity to take preventive or corrective actions
Direct and Manage Project Work
 Performing the work defined in the project
management plan
 Involves managing people and keeping them engaged,
improving the processes, requesting changes, and
implementing approved changes
 Summary of all other executing processes
Direct and Manage Project Work - ITTO

INPUTS OUTPUTS
1.Project Management Plan 1.Deliverables
1.a. Any Components 2.Work Performance Data
Project Documents 3.Issue Log
a. Change Log 4.Change Requests
TOOLS AND TECHNIQUES
b. Lessons Learned Register 5.Project Management Plan Updates
1.Expert Judgment
c. Milestone List 1.Any Component
2.Project Management
d. Project Communications Project Documents Updates
Information System
e. Project Schedule a. Activity List
3.Meetings
f. Requirements Traceability Matrix b. Assumption Log
g. Risk Register c. Lessons Learned Register
h. Risk Report d. Requirement Documentation
Approved Change Requests e. Risk Register
Enterprise Environmental Factors f. Stakeholder Register
Organizational Process Assets Organizational Process Assets Updates
Direct and Manage Project Work - Inputs
 Project Management Plan
 Project Documents
 Approved Change Requests
 Enterprise Environmental Factors
 Organizational Process Assets
Direct and Manage Project Work - Tools
 Expert Judgment
 PMIS
 Meetings
Direct and Manage Project Work - Output
 Deliverables
 Any product, service, or result required to complete the project

 Work Performance Data

 Information on the status of these deliverables
 Is it tracking Positive or Negative against the plan/baselines, (cost/durations)
 Work completed, start/end dates of activities, # of changes requests, # of defects,

 Issue Log
 A record of all the issues/problems you have encountered on the project
 All issues are described, assigned, prioritized, and addressed.
Direct and Manage Project Work - Output
 Change Requests
 Corrective Action
 Fixing past errors
 Realigns the project performance
 Preventive Action
 Fixing future errors
 Questions if everything is aligned with the project plan
 Defect Repair
 Modify a nonconforming product or result

 Project Management Plan updates

 Project Document updates
 Organizational Process Assets Updates
Manage Project Knowledge
 Using existing knowledge and creating new knowledge
 Contribute to organizational learning
 Knowledge created by the project will be made available to
support organizational operations and future projects or phases
 Commonly split into explicit and tacit.
Manage Project Knowledge - ITTO

INPUTS
1.Project Management Plan OUTPUTS
TOOLS AND TECHNIQUES
a.All Components 1.Lessons Learned Register
2.Project Documents 1.Expert Judgment
2.Project Management Plan Updates
a.Lessons Learned Register 2.Knowledge Management
a.Any Component
b.Project Team Assignments 3.Information Management
3.Organizational Process Assets
c.Resource Breakdown Structure 4.Interpersonal and Team Skills
Updates
d.Source Selection Criteria a.Active Listening
e.Stakeholder Register b.Facilitation
c.Leadership
3.Deliverables
4.Enterprise Environmental d.Networking
Factors e.Political Awareness
5.Organizational Process Assets
Manage Project Knowledge - Inputs
 Project Management Plan
 Project Documents
 Deliverables
 Enterprise Environmental Factors
 Organizational Process Assets
Manage Project Knowledge - Tools
 Expert Judgment
 Knowledge Management
 The sharing of knowledge between stakeholders on a
project. Used to foster project interaction. Sure as:
 Networking
 Workshops
 Meetings

 Information Management
 The collection, storage, dissemination, archiving and destruction of
information

 Interpersonal and Team Skills

Manage Project Knowledge - Outputs
 Lessons Learned Register
 Gathered throughout the project, not just at the end
 Updated whenever new knowledge within the project is
discovered by any stakeholder
 Project Management Plan Updates
 Organizational Process Assets Updates
Monitor and Control Project Work
 Process of tracking, reviewing, and recording the progress to meet
the performance defined in the PM Plan.
 Ensures that the plan is working, identifies any areas in which
changes to the plan are required, and initiates the corresponding
changes
 Takes all the Work Performance Information and creates the Work
Performance Reports.
Monitor and Control Project Work - ITTO

INPUTS
1.Project Management Plan
OUTPUTS
a.Any Component TOOLS AND TECHNIQUES
2.Project Documents 1.Work Performance Reports
1.Expert Judgment
a.Assumption Log 2.Change Requests
2.Data Analysis
b.Basis of Estimates 3.Project Management Plan
a.Alternative Analysis
Updates
c.Cost Forecasts b.Cost-Benefit Analysis
a.Any Component
d.Issue Log c.Earned Value Analysis
4.Project Documents Updates
e.Lessons Learned Register d.Root Cause Analysis
a.Cost Forecasts
f.Milestone List e.Trend Analysis
b.Issue Log
g.Quality Reports f.Variance Analysis
c.Lessons Learned Register
h.Risk Register 3.Decision making
d.Risk Register
i.Risk Report 4.Meetings
e.Schedule Forecasts
j.Schedule Forecasts
3.Work Performance Information
4.Agreements
5.Enterprise Environmental Factors
6.Organizational Process Assets
Monitor and Control Project Work - Inputs
 Project Management Plan
 Project Documents
 e.g. Issue log, Assumption log, Risk Report, Schedule
forecasts
 Work Performance Information
 Status of the deliverables, project forecasts, status of
change request
 Agreements
 Enterprise Environmental Factors
 Organizational Process Asset
Monitor and Control Project Work - Tools
 Expert Judgment
 Data Analysis
 Meetings
 Decision Making
Monitor and Control Project Work - Outputs
 Change request
 Work Performance Reports
 Project Management Plan updates
 Project Document updates
Perform Integrated Change Control
 Review all change requests; approving changes and managing
changes to deliverables, project documents, and the project
management plan
 Communicating the decisions.
 Process where you assess the change’s impact on the project
 PM ultimately responsible for all changes
 Any Stakeholder may request a change
 Should be submitted in written form
 Change Control Board – Group responsible for reviewing,
evaluating, approving, deferring, or rejecting changes to the
project and for recording and communicating such decisions.
 Perform Integrated Change Control - ITTO

INPUTS
1.Project Management Plan
TOOLS AND TECHNIQUES OUTPUTS
a.Change Management Plan
b.Configuration Management Plan 1.Expert Judgment 1.Approved Change Requests
c.Scope Baseline 2.Change Control Tools 2.Project Management Plan Updates
d.Schedule Baseline 3.Data Analysis a. Any Component
e.Cost Baseline a.Alternative Analysis 3.Project Documents Updates
2.Project Documents b.Cost-Benefit Analysis a. Change Log
a.Basis of Estimates 4.Decision making
b.Requirements Traceability Matrix a. Voting
3.Risk Report b. Autocratic Decision Making
4.Work Performance Reports c. Multicriteria Decision Analysis
5.Change Requests 5.Meetings
6.Enterprise Environmental Factors
7.Organizational Process Assets
Perform Integrated Change Control
 Process for making change
1. A stakeholder needs to identifies a need for a Change request
2. A written change request is submitted it to the Project
Manager
3. The Project Manager assess the change and looks for any
other options for the Change Request. Looks at the impact of
the change request
4. The Change request is submitted to the Change Control
Board
5. The Change request is either approved or rejected by the
Change Control Board
6. If approved, The PM will adjust the Project Management Plan
• Then manage the project to the new plan
7. If it is not approved, the team goes back to the issue and
develop a new change request, repeat step 1
Perform Integrated Change Control - Inputs
 Project Management Plan
 Project Documents
 Work Performance Reports
 Change requests
 Enterprise Environmental Factors
 Organizational Process Assets
Perform Integrated Change Control - Tools
 Expert Judgment
 Meetings
 Data Analysis
 Decision Making
 Change Control Tools
 To manage the change requests, status, and resulting decisions
 Update the Stakeholders with current information
Perform Integrated Change Control - Outputs
 Approved Change Requests
 Once the change control board members approve a change request, it will
be implemented in the Direct and Manage Project Work process
 Project Management plan updates
 Project Document updates
 Change log
Close Project or Phase
 Finalizing all activities for the project, phase, or contract.
 Making certain that all documents and deliverables are up-to-date and that all
issues are resolved
 Confirming the delivery and formal acceptance of deliverables by the customer
 Closing project accounts
 Reassigning personnel
 Confirming the formal acceptance of the seller’s work and finalizing open claims
 Audit project success or failure
 Identify lessons learned, and archive project information for future use by the
organization.
 Transfer the project’s products, services, or results to the next phase or to
production and/or operations
 Investigate and document the reasons for actions taken if the project is terminated
before completion.
Close Project or Phase - ITTO
Inputs
1.Project Charter
2.Project Management Plan
a.All Components
3.Project Documents
a.Assumption Log Tools and Techniques Outputs
b.Basis of Estimates 1.Expert Judgment 1.Project Documents Updates
c.Change Log 2.Data Analysis a.Lessons Learned Register
d.Issue Log a.Document Analysis 2.Final Product, Services, or Result Transition
e.Lessons Learned Register b.Regression Analysis 3.Final Report
f. Milestone List c.Trend Analysis 4.Organizational Process Assets Updates
g.Project Communications d.Variance Analysis
h.Quality Control Measurements 3.Meetings
i. Quality Reports
j. Requirements Documentation
k.Risk Register
l. Risk Report
4.Accepted Deliverables
5.Business Documents
a.Business Case
b.Benefits Management Plan
6.Agreements
7.Procurement Documentation
8.Organizational Process Assets
Close Project or Phase - Inputs
 Project Charter
 Project Management Plan
 Project Documents
 Accepted Deliverables
 Business Documents
 Agreements
 Procurement Documentation
 Organizational Process Assets
Close Project or Phase - Tools
 Expert Judgment
 Analytical Techniques
 Document Analysis
 Trend Analysis
 Variance Analysis

 Meetings
Close Project or Phase - Outputs
 Final Product service, or result Transition
 The transition of the deliverable to organization.
 Final report
 A summary of what took place in the project
 How successful was the project?
 Any variations in the Baselines
 Project Document Updates
 Organizational Process Assets Updates