1. Copyright© 2004 Roger Beatty. All rights reserved.. Project Integration Management October 26, 2004 Roger D. Beatty, PhD, PMP PMBOK Guide is a registered trademark of Project Management Institute, Inc.

2. Copyright© 2004 Roger Beatty. All rights reserved.. “Icebreaker! Dead Ahead!” There are four versions of the quiz to choose from: –Essay (Red) –Fill in the blank (Yellow) –Math (Blue) –True or False (Green) (Pink) A 2-Minute Quiz on Project Integration Management (PIM)

3. Copyright© 2004 Roger Beatty. All rights reserved.. Quiz: Essay Question 1.Describe as completely as possible how Project Integration Management is defined in the PMBOK ® Guide. 2.Points for any of these key words or phrases: Project Plan Change control, change management Coordination, integration, organization Overall, over-arching Process, tools, techniques Project management information system, database Structured approach, standardized approach

4. Copyright© 2004 Roger Beatty. All rights reserved.. Quiz: Fill in the Blank 1.In the PMBOK ® PIM is defined as a knowledge area. 2.In the PMBOK ® PIM consists of the project management process groups: planning, executing and controlling. 3.But not initiating and closing. 4.The processes in PIM are primarily integrative. 5.PIM defines section 4.1 as Project Plan Development. 6.PIM defines section 4.2 as Project Plan Execution. 7.PIM defines section 4.3 as Integrated Change Control. 8.There are many (  ) ways to present a project plan. 9.CCB stands for Configuration Control Board. 10.Lessons learned should be documented.

5. Copyright© 2004 Roger Beatty. All rights reserved.. Quiz: Math-oriented 1.PIM has 3 of the 39 project management processes. 2.PIM is defined as 1 of 9 knowledge areas. 3.PIM includes 3 of the process groups, but does not include 2 of the process groups. 4.PIM consists of 8% of all project management processes. 5.Each PIM project management process has 3 sections. 6.PIM is defined in Section number 4 of the PMBOK ®. 7.PIM sub-Sections are numbered 4.1, 4.2 and 4.3. 8.There are  ways to present a project plan. 9.PIM includes EVM, a set of equations used to measure and report on project performance during the project.

6. Copyright© 2004 Roger Beatty. All rights reserved.. Quiz: True or False 1.In the PMBOK ®, PIM is defined as a knowledge area. T 2.PIM includes 4 process groups. F 3.PIM does not include 2 process groups. T 4.The processes in PIM are primarily integrative. T 5.PIM begins with Project Plan Execution. F 6.PMIS is used only on government projects. F 7.Earned Value Management is part of PIM. T 8.There are many ways to present a project plan. T 9.CCB stands for Civilian Configuration Board. F 10.Lessons learned should be shared but not stored. F

7. Copyright© 2004 Roger Beatty. All rights reserved.. Time to make a decision SELECT TALK FOUR POWERPOINT SLIDES The PIM~box GAME! END TALK HINT

8. Copyright© 2004 Roger Beatty. All rights reserved.. What is Project Integration Management? Includes processes required to ensure that the various elements of the project are properly coordinated. The processes are primarily integrative. Includes three major PM processes: –Project Plan Development –Project Plan Execution –Integrated Change Control

9. Copyright© 2004 Roger Beatty. All rights reserved.. Why is PIM important? Its processes are required to ensure the coordination and integration of competing objectives and alternatives. It is the over-arching knowledge area. –It is the only knowledge area focused on project plan development and execution. –It contains the three highest level project management processes. Its processes integrate with the processes in other knowledge areas.

10. Copyright© 2004 Roger Beatty. All rights reserved.. What are key PIM concepts? PIM processes interact with each other and with processes in other knowledge areas. All work in the project plan is integrated. The work of the project must be integrated with the ongoing operations of the organization. Project plan development includes the outputs of other planning processes (i.e, strategic planning) The provisions in a contract are generally constraints. There are many ways to organize and present a project plan. General management skills (e.g., leadership, communicating, negotiating) are essential to project plan execution.

11. Copyright© 2004 Roger Beatty. All rights reserved.. The Elevator Speech Project Integration Management is a key concept and skill that is the hallmark of PMI and the project management professional. It includes the processes that are required to ensure that all the various elements of a project plan are properly coordinated. The key is coordination and integration. Using Project Integration Management, all the pieces of a complex project plan fit together. This is how we balance time, cost and quality. Where do you think we would be without Project Integration Management?

12. Copyright© 2004 Roger Beatty. All rights reserved.. The PIM~box Game of Project Integration Management Project Plan Development Project Plan Execution Integrated Change Control         ?     

13. Copyright© 2004 Roger Beatty. All rights reserved.. The PIM~box Game of Project Integration Management Project Plan Development Project Plan Execution Integrated Change Control $100 $500  $1000    TRUE OR FALSE: “Processes, tools, and techniques are used to integrate project management processes.” IF TRUE, GIVE AN EXAMPLE:

14. Copyright© 2004 Roger Beatty. All rights reserved.. The PIM~box Game of Project Integration Management Project Plan Development Project Plan Execution Integrated Change Control $100 $500  $1000    TRUE ! “Processes, tools, and techniques are used to integrate project management processes.” EXAMPLE: 1.A cost estimate is needed for a contingency plan. 2.Identify risks associated with various staffing alternatives. SOURCE: PMBOK ®, Section 4, p. 41

15. Copyright© 2004 Roger Beatty. All rights reserved.. The PIM~box Game of Project Integration Management Project Plan Development Project Plan Execution Integrated Change Control    $100 $500  $1000 TRUE OR FALSE: “Project performance management baselines will usually change frequently.” IF TRUE, GIVE AN EXAMPLE:

16. Copyright© 2004 Roger Beatty. All rights reserved.. The PIM~box Game of Project Integration Management Project Plan Development Project Plan Execution Integrated Change Control    $100 $500  $1000 FALSE! “Project performance management baselines will usually change only intermittently, and then generally only in response to an approved scope of work or deliverable change.” QUESTION: Do you agree? SOURCE: PMBOK ®, Section 4.1.3.1

17. Copyright© 2004 Roger Beatty. All rights reserved.. The PIM~box Game of Project Integration Management Project Plan Development Project Plan Execution Integrated Change Control    $100 $500 $1000 MULTIPLE CHOICE: Earned Value Management (EVM) is: a.A project integrating methodology b.A tool to measure performance against the project plan c.a and b d.a, b and c PLEASE EXPLAIN YOUR ANSWER: 

18. Copyright© 2004 Roger Beatty. All rights reserved.. The PIM~box Game of Project Integration Management Project Plan Development Project Plan Execution Integrated Change Control    $100 $500 $1000 MULTIPLE CHOICE: Earned Value Management (EVM) is: d. a, b and c EXPLANATION: “EVM is a technique used to integrate the project’s scope, schedule, and resources and to measure and report project performance from initiation to closeout.” (Also see Section 7.4.2.3) SOURCE: PMBOK ®, Section 4.1.2.4 

19. Copyright© 2004 Roger Beatty. All rights reserved.. The PIM~box Game of Project Integration Management Project Plan Development Project Plan Execution Integrated Change Control    $100    $500 $1000  TRUE OR FALSE: “The vast majority of the project’s budget will be expended in performing the project plan execution process.” IF TRUE, GIVE AN EXAMPLE:

20. Copyright© 2004 Roger Beatty. All rights reserved.. The PIM~box Game of Project Integration Management Project Plan Development Project Plan Execution Integrated Change Control    $100    $500 $1000  TRUE! “Project plan execution is the primary process for carrying out the project plan – the vast majority of the project’s budget will be expended in performing this process.” CAN YOU THINK OF AN EXCEPTION? SOURCE: PMBOK ®, Section 4.2

21. Copyright© 2004 Roger Beatty. All rights reserved.. The PIM~box Game of Project Integration Management Project Plan Development Project Plan Execution Integrated Change Control    $100    $500  $1000    The KXF KABOOM!

22. Copyright© 2004 Roger Beatty. All rights reserved.. The PIM~box Game of Project Integration Management Project Plan Development Project Plan Execution Integrated Change Control $100 $500 $1000 THE KXF KABOOM! Please give your elevator speech on Project Integration Management.

23. Copyright© 2004 Roger Beatty. All rights reserved.. The Elevator Speech Project Integration Management is a key concept and skill that is the hallmark of PMI and the project management professional. It includes the processes that are required to ensure that all of the various elements of a project plan are properly coordinated. The key is coordination and integration. Using Project Integration Management, all the pieces of a complex project plan fit together. This is how we balance time, cost and quality. Where do you think we would we be without Project Integration Management?

24. Copyright© 2004 Roger Beatty. All rights reserved.. The PIM~box Game of Project Integration Management Project Plan Development Project Plan Execution Integrated Change Control $100 $500  $1000     GIVE AN EXAMPLE: “Work results are the outcome of the activities performed to accomplish the project.” GIVE AN EXAMPLE OF A TANGIBLE AND AN INTANGIBLE WORK RESULT:

25. Copyright© 2004 Roger Beatty. All rights reserved.. The PIM~box Game of Project Integration Management Project Plan Development Project Plan Execution Integrated Change Control $100 $500  $1000     TANGIBLE AND INTANGIBLE WORK RESULTS: “… outcomes are frequently tangible deliverables such as buildings, roads, etc., they are also often intangibles such as people trained who can effectively apply that training.” SOURCE: PMBOK ®, Section 4.2.3.1

26. Copyright© 2004 Roger Beatty. All rights reserved.. The PIM~box Game of Project Integration Management Project Plan Development Project Plan Execution Integrated Change Control $100 $500  $1000       TRUE OR FALSE: “Changes in a project often need to be coordinated across knowledge areas.” IF TRUE, GIVE AN EXAMPLE:

27. Copyright© 2004 Roger Beatty. All rights reserved.. The PIM~box Game of Project Integration Management Project Plan Development Project Plan Execution Integrated Change Control $100 $500  $1000       TRUE! “Changes in a project often need to be coordinated across knowledge areas.” EXAMPLE: “A proposed schedule change will often affect cost, risk, quality and staffing.” SOURCE: PMBOK ®, Section 4.3

28. Copyright© 2004 Roger Beatty. All rights reserved.. The PIM~box Game of Project Integration Management Project Plan Development Project Plan Execution Integrated Change Control $100    $500 $1000     MULTIPLE CHOICE: Integrated change control is concerned with a.Influencing the factors that create changes b.Determining that a change has occurred c.Managing the actual changes when and as they occur d.a and b e.b and c f.a, b and c PLEASE EXPLAIN YOUR ANSWER:

29. Copyright© 2004 Roger Beatty. All rights reserved.. The PIM~box Game of Project Integration Management Project Plan Development Project Plan Execution Integrated Change Control $100    $500 $1000     MULTIPLE CHOICE: Integrated change control is concerned with f. a, b and c EXPLANATION: “The original defined project scope and the integrated performance baseline must be maintained by continuously managing changes to the baseline” (i.e, rejecting new changes or approving changes and incorporating into the revised project baseline) SOURCE: PMBOK ®, Section 4.3

30. Copyright© 2004 Roger Beatty. All rights reserved.. The PIM~box Game of Project Integration Management Project Plan Development Project Plan Execution Integrated Change Control $100    $500  $1000    FILL IN THE BLANKS: “Lessons learned should be documented so they become part of the ___________ database for both this project and other projects. The database is also the basis for ___________ management.” IS THIS STATEMENT TRUE OR FALSE?

31. Copyright© 2004 Roger Beatty. All rights reserved.. The PIM~box Game of Project Integration Management Project Plan Development Project Plan Execution Integrated Change Control $100    $500  $1000    FILL IN THE BLANKS: “Lessons learned should be documented so they become part of the historical database for both this project and other projects. The database is also the basis for knowledge management.” TRUE! SOURCE: PMBOK ®, Section 4.3.3.3

32. Copyright© 2004 Roger Beatty. All rights reserved.. Thank you! Project Integration Management October 26, 2004 by Roger Beatty, PhD, PMP