CS-413
Integration Management
(Part 6)
Dr.Çağatay ÜNDEĞER
Instructor
Bilkent University, Computer Engineering
Middle East Technical University, Game Technologies
&
General Manager
SimBT Inc.
e-mail : undeger@simbt.com.tr
Bilgisayar Mühendisliği Bölümü – Bilkent Üniversitesi – Fall 2009 1
Integration Management
CS-413
• Project Management Components
(knowledge areas)
– Project Integration Management
– Project Scope Management
– Project Time Management
– Project Cost Management
– Project Human Resource Management
– Project Communication Management
– Project Quality Management
– Project Risk Management
– Project Procurement Management
2
CS-413
Integration Management
• Introduction
• Project Plan Development
• Project Plan Execution
• Integrated Change Control
3
CS-413
Integration Management
(Introduction)
• Includes the process required to ensure that
– Elements of project are properly coordinated.
• Involves making tradeoffs among competing objectives and alternatives
– To meet stakeholder needs and expectations.
4
CS-413
Integration Management
(Introduction)
• All project management components are integrative to some extend,
• But integration management is primarily integrative.
• Although process will be presented as discrete elements with well-defined interfaces,
– In practice, they may usually overlap and interact.
5
CS-413
Integration Management
(Major Phases)
• Project Plan Development:
– Integrating and coordinating all project plans to create a consistent, coherent document.
• Project Plan Execution:
– Carrying out project plan by performing activities included in the plan.
• Integrated Change Control:
– Coordinating changes across entire project.
6
CS-413
Integration Management
(Major Phases)
7
CS-413
Integration Management
• Introduction
• Project Plan Development
• Project Plan Execution
• Integrated Change Control
8
CS-413
Project Plan Development
(Introduction)
• Uses outputs of other planning processes.
• It is an iterative process;
– Initial draft may include a coarse plan;
– Subsequent versions includes details.
9
CS-413
Project Plan Development
(Introduction)
• Scope of the project plan is usually determined;
– Using a work breakdown structure, and
– Iteratively decomposing tasks.
• All of the tasks must be;
– Planned,
– Estimated,
– Scheduled, and
– Authorized.
10
CS-413
Project Plan Development
(Objective)
• Project plan is used to:
– Guide project execution,
– Document project planning assumptions,
– Document project planning decisions,
– Faciliate communication among stakeholders,
– Define key management reviews,
– Provide a baseline for progress measurement and project control.
11
CS-413
Inputs, Tools & Techniques, and Outputs
12
CS-413
Project Plan Development
( Inputs )
• Other planning outputs
• Historical information
• Organizational policies
• Constraints
• Assumptions
13
CS-413
Project Plan Development
( Inputs )
• Other planning outputs:
– Work breakdown structures,
– Gantt Charts, network diagrams, etc.
– Outputs of planning processes in other knowledge areas:
• e.g. time, cost, quality management
• Historical information:
– Estimation (e.g. cost, time) database
– Performance database
14
CS-413
Project Plan Development
( Inputs )
• Organizational Policies:
– All the organizations involved in the project may have their own formal and informal policies.
– Effects of policies must be considered.
15
CS-413
Project Plan Development
( Inputs )
• Organizational Policies:
– Policies that are typically considered:
• Quality management:
– Standard documentation procedures,
– Process improvement goals,
• Personnel administration:
– Hiring and firing guidelines,
– Employee performance reviews,
• Financial controls:
– Required expenditure and disbursement,
– Standard contract provisions.
16
CS-413
Project Plan Development
( Inputs )
• Constraints:
– Restrictions that will limit project team’s options:
• Predefined schedule / deadlines,
• Predefined budget,
• Predefined hardware or OS,
• Predefined programming language,
• Contractual provisions.
17
CS-413
Project Plan Development
( Inputs )
• Assumptions:
– Factors that are considered to be true for the planned system.
– For instance:
• A plan can be made assuming that;
–A key person will be available after a specific date.
• A plan can be made assuming that;
–Atmospheric conditions are ineffective to the system.
– Generally involve a degree of risk.
18
CS-413
Project Plan Development
( Tools & Techniques )
• Project planning methodology
• Stakeholder skills and knowledge
• Project management information system
(PMIS)
19
CS-413
Project Plan Development
( Tools & Techniques )
• Project planning methodology
– Any structured approach used to guide project team during plan development.
• As simple as forms and templates
• As complex as a series of required simulations .
20
CS-413
Project Plan Development
( Tools & Techniques )
• Stakeholder skills and knowledge
– Every stakeholder has some skills and knowledge that may be useful for plan development.
– Create an environment to let stakeholders contribute to the planning.
21
CS-413
Project Plan Development
( Tools & Techniques )
• Project management information system
(PMIS)
– Consist of tools and techniques used to;
• Gather, integrate and disseminate outputs of the project management process.
22
CS-413
Project Plan Development
( Outputs )
• Project plan
• Supporting details
23
CS-413
Project Plan Development
( Outputs )
• Project plan:
– A formal, approved document used to manage the project execution.
• Activity dates are scheduled;
• Meeting milestones are identified.
– Distributed to all the stakeholders as defined in communications management plan.
24
CS-413
Project Plan Development
( Outputs )
• Project plan:
– Expected to evolve over time as more information comes in.
– Performance measurement baseline will change only in response to an approved scope change.
25
CS-413
Project Plan Development
( Outputs )
• Project plan includes:
– Project charter
– Project management approach ( a summary of plans from other knowledge areas )
– Scope statement ( objectives , deliverables )
– Work breakdown structure ( a baseline scope document )
– Cost estimates, schedules, responsibility assignments
– Performance measurement baselines for:
• Scope, schedule and cost
– Major milestones and their target dates
– Key or required staff and their expected costs
– Key risks and their planned responses if happened
– Subsidiary management plans:
• Scope, schedule, cost, quality, staffing, communications, risk, procurement management plans
– Open issues and pending decisions
– Other project planning outputs.
26
CS-413
Project Plan Development
( Outputs )
• Supporting details:
– Outputs from other planning processes
– Additional information generated during the process
– Technical documentation such as:
• Requirements,
• Specifications,
• Conceptual designs
– Documentation of relevant standards.
27
CS-413
Integration Management
• Introduction
• Project Plan Development
• Project Plan Execution
• Integrated Change Control
28
CS-413
Project Plan Execution
• Primary process for;
– Applying the plan to create the product.
• Majority of the budget will be expended here.
• Project manager & project management team must coordinate and direct technical and organizational processes.
• Performance against the baseline plan must be continuously monitored,
– Corrective actions may be required.
29
CS-413
Inputs, Tools & Techniques, and Outputs
30
CS-413
Project Plan Execution
( Inputs )
• Project plan
• Supporting details
• Organizational policies
• Preventive actions
31
CS-413
Project Plan Execution
( Inputs )
• Project plan:
– Project plan and subsidiary management plans.
• Supporting details:
– Outputs from other planning processes
– Additional information generated during planning
– Technical documentations
– Documentation of relevant standards
32
CS-413
Project Plan Execution
( Inputs )
• Organizational policies:
– Any policy effective on plan execution:
• Quality management
• Personnel administration
• Financial controls
• Preventive actions:
– Any action done that reduces the risks.
• Corrective actions:
– Any action done that brings project performance in line with the baseline plan.
33
CS-413
Project Plan Execution
( Tools & Techniques )
• General management skills
• Product skills and knowledge
• Work authorization system
• Status review meetings
• Project management information system
(PMIS)
• Organizational procedures
34
CS-413
Project Plan Execution
( Tools & Techniques )
• General management skills:
– Leadership, communicating, negotiation skills are essential.
• Product skills and knowledge:
– Project team must have skills and knowledge about the project domain.
– If required, new staff can be acquired.
35
CS-413
Project Plan Execution
( Tools & Techniques )
• Work authorization system:
– A formal procedure for authorizing project work
– To ensure that work done at the right time and in the proper sequence .
– Usually written authorization to begin work is used.
36
CS-413
Project Plan Execution
( Tools & Techniques )
• Status review meetings:
– Regular scheduled meetings to exchange information about project situation.
– May be held on different levels and frequencies.
• Project management team (weekly)
• Customer (monthly)
37
CS-413
Project Plan Execution
( Tools & Techniques )
• Project management information system
(PMIS)
– Consist of tools and techniques used to;
• Gather, integrate and disseminate outputs of the project management process.
• Organizational procedures:
– All organizations involved in project may have formal and informal procedures that are useful.
38
CS-413
Project Plan Execution
( Outputs )
• Work results
• Change requests
39
CS-413
Project Plan Execution
( Outputs )
• Work results:
– Outcomes of activities performed to accomplish the project:
• Results of activities (completed, failed, cancelled etc.)
• Documents produced (requirements, design, test report, etc.)
40
CS-413
Project Plan Execution
( Outputs )
• Change requests:
– Sometimes, change requests about scope, cost and schedule occur during the plan execution.
– The approved ones are reflected to the project plan.
41
CS-413
Integration Management
• Introduction
• Project Plan Development
• Project Plan Execution
• Integrated Change Control
42
CS-413
Integrated Change Control
• Concerned with:
– Influencing factors, which create changes,
• To ensure that changes are agreed upon;
– Determining that a change has occured;
– Managing actual changes when and as they occur.
43
CS-413
Integrated Change Control
• Project scope and performance baseline must be maintained by continuously managing changes:
– Rejecting new changes, or
– Approving changes and integrating them into a revised baseline.
44
CS-413
Integrated Change Control
• Requires:
– Maintaining integrity of performance measurement baselines;
– Ensuring that product scope changes are reflected to planned scope.
– Coordinating changes across knowledge areas;
• e.g. a schedule change will effect costs, risks, staffing, and quality.
45
CS-413
Inputs, Tools & Techniques, and Outputs
46
CS-413
Integrated Change Control
( Inputs )
• Project plan
• Performance results
• Change requests
47
CS-413
Integrated Change Control
( Inputs )
• Project plan:
– Provides baseline against which changes will be controlled.
• Performance results:
– Provide information on project performance.
48
CS-413
Integrated Change Control
( Inputs )
• Change requests:
– Occur in many forms:
• Oral or written
• Direct or indirect
• Externally or internally initiated
• Legally mandated or optional.
49
CS-413
Integrated Change Control
( Tools & Techniques )
• Change control system
• Configuration management
• Performance measurement
• Additional planning
• Project management information system
(PMIS)
50
CS-413
Integrated Change Control
( Tools & Techniques )
• Change control system:
– A collection of formal, documented procedures defining how performance will be monitored and evaluated.
– Defines steps by which official project documents may be changed.
51
Integrated Change Control
( Tools & Techniques )
CS-413
• Change control system:
– Includes:
• Paperwork,
• Tracking systems,
• Processes,
• Approval levels for authorization.
– Must also include procedures to handle changes that are approved without prior review (e.g. for emergencies).
– Baseline should be kept up to date.
52
Integrated Change Control
( Tools & Techniques )
CS-413
• Configuration management:
– Usually a subset of change control system.
– A formal documented or automated procedure to apply technical and administrative directions to:
• Identify and document functional and physical characteristics of an item or system.
• Control any changes to these characteristics.
• Record and report change and its implementation status.
• Track versions of items and system.
• Audit items and system to verify conformance to requirements.
53
CS-413
Integrated Change Control
( Tools & Techniques )
• Performance measurement:
– Enable to assess whether variances from baseline require corrective actions.
• Additional planning:
– Projects seldom run as planned.
– Therefore changes may require revised;
• Cost estimates, modified activity sequences, schedules, resource requirements, contingency plans for risks, ...
54
CS-413
Integrated Change Control
( Tools & Techniques )
• Project management information system
(PMIS):
– Consist of tools and techniques used to;
• Gather, integrate and disseminate outputs of the project management process.
55
CS-413
Integrated Change Control
( Outputs )
• Project plan updates
• Corrective actions
• Lessons learned
56
CS-413
Integrated Change Control
( Outputs )
• Project plan updates:
– Any modification to the contents of project plan or the supporting details.
– Related stakeholders should be notified.
• Corrective actions:
– Any action done that brings project performance in line with the baseline plan.
57
CS-413
Integrated Change Control
( Outputs )
• Lessons learned:
– Causes of variances from baseline,
– Reasoning behind corrective actions, and
– Other types of lessons learned should be documented.
– Become a part of historical information for future recomendations.
58