Project Integration Management Sections of this presentation were adapted from A Guide to the Project Management Body of Knowledge 3rd Edition, Project Management Institute Inc., © 2004

Integration Management Includes processes to ensure that all the elements of a project are properly coordinated Making tradeoffs among competing alternatives and objectives to meet stakeholder needs Typically the most important knowledge area for the Project Manager

Why Do We Manage Integration? Manage change and communication Reduce project time and cost Involve stakeholders early and often Make results visible Identify problems/solutions early Use relevant experience as early as possible

Who Manages Integration? Project Manager – Integrator for the project that executes processes Team Members – Concentrate on completing tasks, activities, & work packages Project Sponsor – Protect project from changes and losing resources

How Do We Manage Integration? Use the seven integration processes Develop project charter Develop preliminary scope statement Develop project management plan Direct and manage project execution Monitor and control project work Integrated change control Close project Project Charter Preliminary Scope Statement Project Management Plan Direct & Manage Execution Monitor & Control Project Work Integrated Change Control Close Project

How Do We Manage Integration? 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

Project Charter Inputs Tools & Techniques Outputs Project Statement of Work Inputs Tools & Techniques Project Selection Methods Project Management Methodology Project Management Information System Expert Judgment Enterprise Environmental Factors Outputs Project Charter Contract Organizational Process Assets Project Charter Preliminary Scope Statement Project Management Plan Direct & Manage Execution Monitor & Control Project Work Integrated Change Control Close Project

Preliminary Scope Statement Inputs Tools & Techniques Project Charter Project Management Methodology Project Management Information System Expert Judgment Project Statement of Work Outputs Preliminary Project Scope Statement Enterprise Environmental Factors Organizational Process Assets Project Charter Preliminary Scope Statement Project Management Plan Direct & Manage Execution Monitor & Control Project Work Integrated Change Control Close Project

Project Management Plan Inputs Tools & Techniques Preliminary Project Scope Statement Project Management Methodology Project Management Information System Expert Judgment Project Management Processes Outputs Project Management Plan Enterprise Environmental Factors Organizational Process Assets Project Charter Preliminary Scope Statement Project Management Plan Direct & Manage Execution Monitor & Control Project Work Integrated Change Control Close Project

Direct & Manage Execution Outputs Inputs Tools & Techniques Project Management Plan Deliverables Project Management Methodology Project Management Information System Approved Corrective Actions Requested Changes Approved Preventive Actions Implemented Change Requests Approved Change Requests Implemented Corrective Actions Approved Defect Repair Implemented Preventive Actions Validated Defect Repair Implemented Defect Repair Administrative Closure Procedure Work Performance Information Project Charter Preliminary Scope Statement Project Management Plan Direct & Manage Execution Monitor & Control Project Work Integrated Change Control Close Project

Monitor & Control Project Work Tools & Techniques Outputs Recommended Corrective Actions Inputs Project Management Methodology Project Management Information System Earned Value Management Expert Judgment Project Management Plan Recommended Preventive Actions Work Performance Information Forecasts Recommended Defect Repair Rejected Change Requests Requested Changes Project Charter Preliminary Scope Statement Project Management Plan Direct & Manage Execution Monitor & Control Project Work Integrated Change Control Close Project

Integrated Change Control Tools & Techniques Outputs Project Management Methodology Project Management Information System Expert Judgment Approved Change Requests Inputs Project Management Plan Rejected Change Requests Requested Changes Project Management Plan Updates Work Performance Information Project Scope Statement Updates Recommended Preventive Actions Approved Corrective Actions Recommended Corrective Actions Approved Preventive Actions Recommended Defect Repair Approved Defect Repair Deliverables Validated Defect Repair Deliverables Project Charter Preliminary Scope Statement Project Management Plan Direct & Manage Execution Monitor & Control Project Work Integrated Change Control Close Project

Close Project Outputs Tools & Techniques Inputs Administrative Closure Procedure Inputs Project Management Plan Project Management Methodology Project Management Information System Expert Judgment Contract Closure Procedure Contract Documentation Final Product, Service, or Result Enterprise Environmental Factors Organizational Process assets Updates Organizational Process Assets Work Performance Information Deliverables Project Charter Preliminary Scope Statement Project Management Plan Direct & Manage Execution Monitor & Control Project Work Integrated Change Control Close Project

What Goes in a Project Plan? Project charter Project Management Approach Scope Statement Work Breakdown Structure (WBS) Responsibility Chart Network Diagram with Major Milestones Budget Schedule Resources Change Control System Performance Measurement Guidelines Management Plans (Scope, Schedule, cost, quality, staffing, communications, risk response, procurement)

PM Responsibility for Change Influence factors that affect change Ensure change is beneficial Determine if a change has occurred Determine if a change is needed Look for alternatives to change Minimize negative impact from change Notify Stakeholders impacted by change Managing those changes that do occur according to project plan

Integration Management Summary Know the integration management processes and where they belong Project plan documents the basis for all project decisions Understand the authority and limits of authority of the project manager All changes should be guided by the processes in the project plan

Responsibility Responsibility: The duties, assignments, and accountability for results associated with a designated position in the organization. Source: Gain and Maintain Authority to Ensure Project Success, Jason Chavart, 2002

Accountability Being answerable to one's superior in an organization for the exercise of one's authority and the performance of one's duties. Source: Gain and Maintain Authority to Ensure Project Success, Jason Chavart, 2002

Authority The legitimate power given to a person in an organization to use resources to reach an objective and to exercise discipline. Source: Gain and Maintain Authority to Ensure Project Success, Jason Chavart, 2002

Definitions Lessons Learned – Document that identifies what was done right, wrong, and how to improve in the future Baseline – The original project plan with approved changes