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Project Management/PMBOK/Integration Management
Reference material by Wikibooks contributors. This retains its source identity and is not 411 news reporting.
Integration management is a collection of processes required to ensure that the various elements of the projects are properly coordinated. It involves making trade-offs among competing objectives and alternatives to meet or exceed stakeholder needs and expectations.
Comprised of:
Project plan development
Integrating and coordinating all project plans to create a consistent, coherent document
Project plan execution
Carrying out the project plan, according to the strategy, plan and activities as per the plan
Integrated change control
Coordinating changes across the project
Project plan development
Inputs
Tools and techniques
Outputs
Other planning inputs
Project planning methodology
Project plan
Historical information
Stakeholder skills and knowledge
Supporting details
Organizational policies
Project management information system
Constraints
Earned value management
Assumptions
What is a plan?
A scheme, program, or method worked out beforehand for the accomplishment of an objective: a plan of attack.
A proposed or tentative project or course of action: had no plans for the evening.
A systematic arrangement of elements or important parts; a configuration or outline: a seating plan; the plan of a story.
A drawing or diagram made to scale showing the structure or arrangement of something.
In perspective rendering, one of several imaginary planes perpendicular to the line of vision between the viewer and the object being depicted.
A program or policy stipulating a service or benefit: a pension plan.
Planned, Planning, Plans
To formulate a scheme or program for the accomplishment, enactment, or attainment of: plan a campaign.
To have as a specific aim or purpose; intend: They plan to buy a house.
To draw or make a graphic representation of.
What are the main purposes of a project plan?
Guide the execution
Document assumptions
Planning decisions – alternatives
Facilitate communication
Identify key management reviews
Baseline for progress measurement and control
Top 10 Reasons Projects Fail
Inadequately trained and /or inexperienced project managers
Failure to set and manage expectations
Poor leadership at any and all levels
Failure to adequately identify , document and track requirements
Poor plans and planning processes
Poor effort estimation
Cultural and ethical misalignment
Misalignment between the project team and the business or other organizations it serves
Inadequate or misused methods
Inadequate communication , including progress tracking and reporting
source - gantthead.com
In any project, the good things for the project do not happen just like that, where as bad things can. For a project to progress and get over on time, within budget and with required quality, the project steps need to be planned well in advance, and who will do, what, when should be decided well in advance. For any team to be successful, the following 14 points are very important;
Application of Q12 practices in project planning
If the clan can assure the meeting of the following objectives, then it can be termed as a good plan
Bring clarity into the work of each team member (Do I know what is expected me?)
Ensure material, equipment, skills, knowledge availability to the team, to do their work properly (Do I have the material and equipment I need to do my work right?)
Ensure that, as far as possible, the work allocated is matching to the team members liking and skill set (Do I have the opportunity to do what I do best every day?)
Ensure better communication within the team, so that good work gets the recognition it deserves (In the last 7 days, have I received recognition or praise for good work?)
Does my supervisor, or someone at work, seem to care about me as a person?
Ensure , while doing the project work, the team member develops as a professional (Is there someone at work who encourages my development?)
Ensure, a culture of open communication and every body gets their turn to share (At work do my opinions seem to count?)
Ensure that the road-map is clear to all (Does the charter of my project make me feel, my job is important?)
Facilitate individual excellence along with team excellence (Are my co-workers, committed to doing quality work?)
Create an environment of trust (Do I have a best friend at work?)
Ensure that, everyone gets proper feedback on their performance and the teams performance (In the last six months, has someone talked with me about my progress?)
Ensure that every one advances in their career (This last year, have I had opportunities at work to learn and grow?)
Contents of a project plan
Project charter
Project management approach
Scope statement
WBS (to the level of control)
Responsibility chart / assignments
Network diagram / major milestones
Budget
Schedule
Resources
Change control plan / resources
Performance measurement baselines
Management plans (scope, schedule, cost, quality, staffing, communications, risk response, procurement
Subsidiary management plans
•Scope management plan
•Schedule management plan
•Cost management plan
•Quality management plan
•Staffing management plan
•Communications management plan
•Risk response plan
•Procurement management plan
Inputs to project plan development
Other planning inputs
Statement of work
Scope statement
Contract copy etc
Historical information
Cost / effort / quality related information of similar past projects
Risk databases of similar past projects
Legal aspects of similar past projects
Organizational capability baselines
Industry databases etc....
Organizational policies
Policies for project management
HR policy
Quality policy etc....
Constraints
Factors that limit the project team's options
Most of the projects are operated under the triple constraints of scope / schedule / cost. when the scope increases the schedule increases along with cost. Hence there is always a tradeoff between these constraints. Other examples of constraints can be;
legal policies of the land in which the project is executed
geographical conditions
cultural issues etc..
Assumptions
Some of the examples of assumptions are;
It is assumed that the test team is available to test the product, when the development is completed
It is assumed that, training will be provided to those who are new to the technology, within two weeks of the start of the project
It is assumed that the schools are closed during winter, hence the buildings can be utilized by the project team
Baseline
Original project plan with the approved changes. A baseline is required to track the progress of the project from the approved plan. Can there be multiple baselines? the answer is 'yes'. Project baselines may be changed by formally approved changes, but the evolution of the baseline should be documented.
Project plan execution
Inputs
Tools and techniques
Outputs
project plan
general management skills
work results
supporting details
product skills and knowledge
change requests
organizational policies
work authorization system
preventive action
status review meetings
corrective action
project review meetings
project management information system
organizational procedures
What are the supporting details?
estimation worksheets
skills database
contract
statement of work (SOW)
review reports
project communication
Examples of organizational policies?
quality policy
change management policy
recruitment policy
What is the difference between preventive action and corrective action?
Prevention - proactive action to prevent something from happening
Correction - rectifying something, after the problem has happened
Preventive action - actions focused at preventing something from happening. Example : training, peer reviews, quality planning (proactive in nature)
Corrective action - actions focused at correcting something, which has already happened (reactive in nature)
What are the general management skills required for project plan execution?
Management - planning, organizing, executing, controlling
People management
Time management
Emotional intelligence
Initiative
Leadership
Communication skills - written, oral
Essential technology awareness to efficiently communicate
Confidence
Organizational political awareness
Product management skills and project execution
It is not possible to manage a project without the basic technical knowledge about the project's product
This do not mean, extensive technical knowledge about the product as required by the design personnel
Means, minimum technical knowledge required to participate in the project discussions and decisions in a meaningful way
What is a work authorization system?
Decide what to do when and by whom
An official go-ahead or no-go for the work
Definition of necessary approvals and empowerment levels
Integrated change control
Inputs
Tools and techniques
Outputs
project plan
change control system
project plan updates
performance reports
configuration management
corrective action
change requests
performance measurement
lessons learned
additional planning
project planning
project management information system
Integrating the changes that results from all the control processes
Taking corrective action
Working with the change control board
Configuration management
Performing as per the defined change control procedures / system
Managing changes
Ensuring that everything is going as per the change management plans
Controlling within the baselines
Refining control limits, wherever required
Collection of data
Project control meetings
Negotiating
Communicating
Resolving conflict
Working within policies
Conducting post mortems and capturing lessons learned
Ensuring implementation of lessons learned in the subsequent phases of the project
Issuing updates to the project plan
What are the most commonly used performance reports?
earned value analysis reports
milestone charts
risk reports etc
What is a change request?
A formal document containing;
description of the change required
initiated by
approved by
date etc
PROJECT CHANGE REQUEST FORM
Project Name:
Project. No:
Request No:
Date:
Requested by:
Telephone:
PROPOSED CHANGE
Short Name:
Description: (Attachments as necessary)
Change is:
External to Scope
[ ]
Internal to Scope
[ ]
Requestor Signature:
APPROVED FOR EVALUATION
Date:
Priority:
Project Manager:
[ ] Yes
[ ] No
Signature:
Sponsor:
[ ] Yes
[ ] No
Signature:
EVALUATION OF PROPOSED CHANGE
Work Packages Impacted:
Estimated Project Impact:
Effort Days:
Cost:
Schedule:
Cost Benefit:
RECOMMENDED ACTION:
Implement
[ ]
Defer
[ ]
Reject
[ ]
Recommended Date of Implementation:
Recommended by:
Date:
APPROVED
Work Package Leader:
Date:
Project Manager:
Date:
Sponsor:
Date:
Assigned to:
Accepted:
ACTION COMPLETED:
Date:
Approved by:
CHANGE LOG FORM
Project Name:
Project. No:
Request
Number
Date
Summary Description
Action
I / D / R
Target
Date
Resolve
Date
What is a change control system?
A typical change control system will have the following components;
change request form
change approval process
capture of change implementation information
change control boards
change communication system
What is configuration management?
In projects different work products gets generated during the course of the project and these evolve as the project progresses. One of the critical challenges in projects (especially product development) is to keep track of the versions of the work products going into any release. This is accomplished by a configuration management system. Typical components of a configuration management system are;
Version numbering system
Repository for storing / pointing to the work products and their interdependencies
Check in forms / system
Check out forms / systems
What are the triggers for project plan updation?
It can be anything under the sun! Some of the major causes are listed below;
Project work deviates drastically from planned work due to;
Improper requirements / changing requirements
Improper design
Insufficient skill sets
Insufficient scheduling knowledge
Insufficient tracking etc
Project scope changes
Non availability of critical resources on time
Organizational priority changes
Project plan updates require approval from sponsor and is normally done immediately after a project review (It is not something a project manager can do as and when he/she feels so. In that case it will affect project tracking due to moving dates and the team also can take the planned completion dates casually, eventually making the project a bleeding project.
What do you mean by lessons learned in project management?
The meaning of lessons learned is 'lessons learned' in project management also. Since projects are temporary endeavors, it brings with it additional challenges like;
The same individual contributor repeating the same mistake in the next project also
The issues got addressed in one project, continue to happen in another project due to lack of communication
The lessons learned forgotten by the time the team moves on to the next phase of the project