Chapter
p 4
Project Integration Management
(PMBOK Guide)
Mohammad
h
d A. Rajabi
j bi
Dept. of Geomatics Eng., University of Tehran
Tel: +98 21 8833 4341, Cell: +98 912 132 5823
Email: marajabi@ut.ac.ir
Homepage: http://www.marajabi.com
Table of Content
Guide to PMBOK
© Mohammad A. Rajabi
2
Introduction
• IIntegration
t
ti M
Management:
t P
Processes & activities
ti iti
to identify, define, combine and coordinate PM
activities
i ii
• Unification, consolidation, articulation, and
integrative actions for completing the project,
managing
g g stakeholders requirements
q
• Making choices about resource allocation,
making trade
trade‐offs
offs among competing objectives
and alternatives and managing
i t d
interdependencies
d i among PM kknowledge
l d areas
Guide to PMBOK
© Mohammad A. Rajabi
3
Guide to PMBOK
© Mohammad A. Rajabi
4
4 1 Develop Project Charter
4.1
• Documenting:
– Initial requirements
q
– Expectations
• A
Authorizes
th i a project/a
j t/ phase
h
• Establishingg partnership
p
p between costumer &
contractor
• Assigning a project manager
Guide to PMBOK
© Mohammad A. Rajabi
5
Input Tools & Techniques
Input,
Techniques, Outputs
Guide to PMBOK
© Mohammad A. Rajabi
6
Data Flow Diagram
Guide to PMBOK
© Mohammad A. Rajabi
7
Inputs
• Project
P j t Statement
St t
t off W
Workk (SOW)
– Business need
– Product scope description
– Strategic plan
• Business Case
–
–
–
–
–
–
–
Market demand
Organizational need
Customer request
Technological advance
Legal requirement
Ecological impacts
Social needs
Guide to PMBOK
© Mohammad A. Rajabi
8
Inputs
• Contract
• Enterprise
p
Environmental Factors
– Government/industry standards
– Organization infrastructure
– Marketplace conditions
• Organizational Process Assets
– Standards/policies
– Templates
– Historical information/lesson learned
Guide to PMBOK
© Mohammad A. Rajabi
9
Tools & Techniques
• Expert judgment
– Other units in the organization
g
– Consultants
– Stakeholders
– Professional/technical association
– Industry groups
– Subject
j matter experts
p
– PMO
Guide to PMBOK
© Mohammad A. Rajabi
10
Outputs
• Project
P j Charter
Ch
–
–
–
–
–
–
–
–
–
–
Project purpose
M
Measurable
bl project
j t objectives
bj ti
& related
l t d success criteria
it i
High‐level requirements
High level project description
High‐level
High‐level risks
Summary milestone schedule
Summary budget
Project approval requirements
Assigned project manager, responsibility, authority level
Name and authorityy of the sponsor
p
Guide to PMBOK
© Mohammad A. Rajabi
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4.2 Develop Project Management
Plan
• Documenting the actions necessary to define,
prepare,
p
p
integrate
g
and coordinate all
subsidiary plans
• How to execute,
execute monitor,
monitor control,
control close the
project
• Progressively elaborated by updates and
controlled and approved through Integrated
Change Control process
Guide to PMBOK
© Mohammad A. Rajabi
12
Input Tools & Techniques
Input,
Techniques, Outputs
Guide to PMBOK
© Mohammad A. Rajabi
13
Data Flow Diagram
Guide to PMBOK
© Mohammad A. Rajabi
14
Inputs
• Project Charter
• Outputs from Planning Processes
• Enterprise Environmental Factors
– Government/industry standards
– PM Info. System
y
– Organizational structure/culture
– Infrastructure
– Personnel administration
–
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Inputs
• Organizational
g
Process Assets
– Standard guidelines, work instructions, proposal
evaluation criteria,, performance
p
measurement
criteria
– PM p
plan templates
p
(p
(project
j validation &
acceptance criteria)
– Change
g control procedures
p
((how to modify,
y,
approve, validate changes)
– Project
j files from p
past p
projects
j
– Historical information, lesson learned
– Configuration management
Guide to PMBOK
© Mohammad A. Rajabi
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Tools & Techniques
• Expert Judgment
– Customizingg the process
p
– Developing technical/management details
– Determining resources/skill levels
– Defining the level of configuration management
– Determining documents subject to change control
process
Guide to PMBOK
© Mohammad A. Rajabi
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outputs
• Project Management Plan
– Life cycle of project/processes for each phase
– Results of customizingg processes
p
•
•
•
•
–
–
–
–
Which processes
How detail
Tools/techniques
How to use the processes
How work will be executed
Change management plan
C fi
Configuration
ti managementt plan
l
Need/techniques of communication among
stakeholders
Guide to PMBOK
© Mohammad A. Rajabi
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4.3 Direct & Manage Project
Execution
• The process of performing the work defined in
PM Plan
– Performing activities
– Creating deliverables
– Staff/train/manage the team members
– Obtain/manage/use resources
– Implement
p
methods/standards
– Establish/manage communication channels
Guide to PMBOK
© Mohammad A. Rajabi
19
4.3 Direct & Manage Project
Execution
• Generate data to facilitate forecasting
(cost/schedule/progress report)
• Issue change requests and adapt approved changes
• Manage risks/apply risk response activities
• Collect/document lesson learned
• Implementing appro
approved
ed changes
• Corrective action
• Preventive action
• Defect repair
Guide to PMBOK
© Mohammad A. Rajabi
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Inputs
Guide to PMBOK
© Mohammad A. Rajabi
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Data Flow Diagram
Guide to PMBOK
© Mohammad A. Rajabi
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Inputs
• PM Plan
• Approved Change Requests
• Enterprise Environmental factors
– Organizational culture/structure
– Infrastructure
– Personnel administration
– Stakeholders risk tolerances
– PM Info System
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© Mohammad A. Rajabi
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Inputs
• Organizational Process Assets
– Standardized gguidelines/work
/
instructions
– Communication requirements (media, record,
security)
– Issue & defect management procedures (control,
identifications resolution
identifications,
resolution, tracking)
– Issue & defect management DB
– Process measurement DB
– Project
j files from p
past p
projects
j
Guide to PMBOK
© Mohammad A. Rajabi
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Tools & Techniques
• Expert Judgment
– Other units in organization
g
– Consultants
– Stakeholders
– Professional/technical associations
• PM Info. System
Guide to PMBOK
© Mohammad A. Rajabi
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Outputs
• Deliverables
li
bl
• Work Performance Information
– Deliverables status
– Schedule progress
– Cost incurred
• Change
g Requests
q
–
–
–
–
Corrective action
Preventive action
Defect repair
Updates
Guide to PMBOK
© Mohammad A. Rajabi
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Outputs
• PM Plan
l Updates
d
– Requirements, Schedule, Cost, Quality, Human ,
resources, Communication, Risk, Procurement ,
Project baselines
• Project Document Updates
– Requirements
q
– Project logs
– Risk register
– Stakeholder register
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© Mohammad A. Rajabi
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4.4 Monitor & Control Project
Work
• Tracking,
ki reviewing,
i i regulating
l i the
h progress
• Collecting,
g measuring,
g distributingg
performance info., assessing measurements &
process improvements
p
trends to effect p
• Comparing actual project performance vs.
planned one
• Assessing performance
• Identifying new risks, their status, risk
response plans
Guide to PMBOK
© Mohammad A. Rajabi
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4.4 Monitor & Control Project
Work
• Maintaining accurate/timely info about
project
p
j p
products/documentation
• Providing info. for reporting status, measuring
progress forecasting
progress,
• Providing forecast to update cost/schedule
info.
• Monitoring implementation of approved
changes
Guide to PMBOK
© Mohammad A. Rajabi
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Inputs, Tools & Techniques,
outputs
Guide to PMBOK
© Mohammad A. Rajabi
30
Data Flow
Guide to PMBOK
© Mohammad A. Rajabi
31
Inputs
• PM Plan
l
• Performance Report
p
– Current status
– Significant accomplishment for the period
– Scheduled activities
– Forecasts
– Issues
• Enterprise
E
i EEnvironmental
i
l FFactors
– Government/industry standards
Guide to PMBOK
© Mohammad A. Rajabi
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Inputs
– Company
C
workk authorization
h i i system
– Stakeholder risk tolerance
– PM Info.
f System
• Organizational Process Assets
–
–
–
–
Organization communication requirements
Financial controls procedures
Issue/defect management procedures
Risk control procedures (categories, probability,
impact)
– Process measurement DB
– Lesson learned DB
Guide to PMBOK
© Mohammad A. Rajabi
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Tools & Techniques
• Expert judment
Guide to PMBOK
© Mohammad A. Rajabi
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Outputs
• Change Requests
– Corrective
– Preventive
– Defect
• PM Plan Updates
– Schedule, cost, quality, scope, schedule, cost
performance baseline
p
• Project Document Updates
– Forecasts,
F
t performance
f
reports,
t iissue llog
Guide to PMBOK
© Mohammad A. Rajabi
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4.5 Perform Integrated Change
Control
• The
h process off reviewing
i i change
h
requests,
approving changes, managing changes
• Include:
– Influencing factors so that only approved changes are
implemented
– Reviewing, analyzing, approving change requests
ASAP
– Managing approved changes
– Reviewing,
R i i approving,
i d
denying
i recommended
d d
corrective/preventive actions
– Documenting the complete impact of change requests
Guide to PMBOK
© Mohammad A. Rajabi
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Inputs, Tools & Techniques,
Outputs
Guide to PMBOK
© Mohammad A. Rajabi
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Guide to PMBOK
© Mohammad A. Rajabi
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Inputs
•
•
•
•
•
PM Plan
Work Performance Info.
Change
g Requests
q
Enterprise Environmental Factors
Organizational Process Assets
– Change control procedures (approve, validate,
implement)
– Procedure for approving and issuing change
authorizations
– Process measurement DB
– Configuration management DB
– Project files
Guide to PMBOK
© Mohammad A. Rajabi
39
Tools & Techniques
• Expert Judgment
– Consultants
– Stakeholders
– Professional/technical associations
– Industry groups
– Subject matter experts
– PMO
• Change Control Meetings
Guide to PMBOK
© Mohammad A. Rajabi
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Outputs
• Change request status updates
• Project Management Plan Updates
• Project Document Updates
Guide to PMBOK
© Mohammad A. Rajabi
41
4 6 Close Project/Phase
4.6
• Actions/activities necessary to satisfy
p
or exit criteria for p
phase/project
p j
completion
• Actions/activities necessary to transfer the
project’ss product
project
product, service,
service result to next
phase/production/operation
• Actions/activities necessary to collect records,
audit success/failure, lesson learned
Guide to PMBOK
© Mohammad A. Rajabi
42
Inputs, Tools & Techniques,
Outputs
Guide to PMBOK
© Mohammad A. Rajabi
43
Data Flow
Guide to PMBOK
© Mohammad A. Rajabi
44
Inputs
• Project Management Plan
• Accepted Deliverables
• Organizational Process Assets
– Project/phase closure guidelines
– Historical info.,, lesson learned
Guide to PMBOK
© Mohammad A. Rajabi
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Tools and Techniques
• Expert Judgment
Guide to PMBOK
© Mohammad A. Rajabi
46
Outputs
• Final product, service, result transition
• Organizational process assets updates
– Project files
– Project/phase
P j / h
closure
l
d
documents
– Historical information/lesson learned
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© Mohammad A. Rajabi
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