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Chapter 4 Project Integration Management
Develop project charter, project management plan, direct and manage project work, manage project knowledge, monitor project work, implement overall change control, close project or phase.
Edited at 2022-05-26 18:46:07
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Project integration management
0. Overview
Project integration management includes the processes of identifying, defining, combining, unifying and coordinating various processes and project management activities belonging to the project management process group.
1. Develop a project charter
definition
Developing a project charter is the process of writing a formal document that approves the project and authorizes the project manager to use organizational resources in project activities
Role: Clarify the direct connection between the project and the organization's strategic goals, establish the formal status of the project, and demonstrate the organization's commitment to the project
The project charter may be written by the sponsor or woven by the project manager in collaboration with the sponsoring organization. Through collaboration, project managers can better understand project goals, objectives, and expected benefits so they can allocate resources to project activities more effectively
Projects are initiated by organizations outside the project, such as the sponsor, the project and/or project management office, the chair of the portfolio governance committee, or their authorized representative
Don’t think of the project charter as a contract
enter
Business documents (business case)
Describe the necessary information from a business perspective and use it to decide whether the desired results of the project are worth the investment required
Executives often use this document as a basis for decision-making
Include business needs and cost-benefit analysis to justify the project and determine project boundaries
protocol
When doing projects for external customer service, it usually comes in the form of a contract
career environment
Government or industry standards
Legal and regulatory requirements and constraints
organizational culture and political climate
organizational process assets
template
Knowledge base of historical information and lessons learned
Tools & Techniques
expert judgment
Individuals or groups with relevant expertise and training
data collection
Brainstorming
Get tons of ideas in a while
focus group
Gather stakeholders and subject matter experts to discuss projects
Interview
Chat directly with interested parties
Human-computer relations and team skills
conflict management
guide
Engage effectively, understand each other and consider all opinions
Conference management
Meeting
output
Project Charter
A document issued by the project initiator or sponsor that formally approves the establishment of the project and authorizes the project manager to use organizational resources to carry out project activities.
content include
Project purpose
Measurable project goals and associated success criteria
high level requirements
High-level project description, boundary definition, and key deliverables
Project risk
Overall milestone schedule
The project charter ensures that stakeholders have an overall consensus on key deliverables, milestones, and the roles and responsibilities of each project participant
Hypothetical log
Identify high-level strategic and operational assumptions and constraints when weaving the business case before project launch. These conditions and restrictions should be included in the project charter
The Assumption Log is used to record all assumptions and constraints throughout the overall project life cycle
2. Develop a project management plan
Developing a project management plan is the process of defining, preparing, and coordinating all components of the project plan and integrating them into a comprehensive project management plan
The project management plan should be benchmarked, at least in terms of project scope, time, and cost, so that project execution can be assessed and project performance can be managed accordingly. There may be multiple updates to the project management plan before a baseline is established, and these updates do not require a formal process. Once the baseline is established, it can only be updated by implementing an overall change control process
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Project Charter
As a starting point for initial project planning
Other process outputs
business environment factors
organizational process assets
Tools & Techniques
expert judgment
data collection
Human-machine relationship and team
Meeting
Project kickoff meetings usually mark the end of the planning phase and the beginning of the execution phase and are designed to communicate project goals, gain team commitment to the project, and clarify the roles and responsibilities of each involved party
output
Project management plan (18 plans, 33 documents)
Sub-management plan
Scope, requirements, schedule, cost, quality, resources, communication, risk, procurement and related engagement plans
benchmark
scope
schedule
cost
Other components
change management plan
Describe how change requests are formally approved and adopted throughout the project
configuration management plan
Describe how to record and update project-specific information to maintain consistency and effectiveness of products, services, or results
performance measurement benchmarks
Integrated project scope, schedule and cost plans used as a basis for comparison of project execution to measure and manage project performance
development method
Describe how a product, service, or result was developed. For example, predictive, iterative, agile or hybrid models
3. Guide and manage project work
It is the process of leading and executing the work identified in the project management plan in order to achieve project goals, and approving changes in real time.
enter
project management plan
Any component can be used as input to this process
project files
Approved change requests (6 real-time holistic change control)
business environment factors
organizational process assets
Tools & Techniques
expert judgment
Project Management Information System (PMIS)
Meeting
output
Deliverables
It is any unique and verifiable product, result or service capability that must be produced when a certain process, stage or project is completed.
job performance data
During the execution of the project work, the raw observations and measurements collected from each activity being performed
Problem log
Project managers often encounter problems, gaps, inconsistencies or unexpected conflicts
Who is responsible for solving the problem?
Can help project managers effectively follow up and manage issues to ensure they are investigated and resolved
change request
Corrective Action
Purposeful activities undertaken to bring project work performance back into alignment with the project management plan
Precaution
Purposeful activities performed to ensure that the future performance of project work is consistent with the project management plan
Defect Remediation
Purposeful activities to correct inconsistent products or product components
renew
Make changes to formally controlled project documents or plans to reflect modified or added opinions or content
Project Management Plan Update
Project file updates
Organizational process asset updates
4. Management project knowledge
It is to use existing knowledge and generate new knowledge to achieve project goals and help organize the learning process
Leverage existing organizational knowledge to create or improve project outcomes and make knowledge created by current projects available to support organizational operations and future projects or phases
enter
project management plan
project files
Deliverables
business environment factors
Trusting working relationships and non-blaming cultural management are particularly important
organizational process assets
Tools & Techniques
expert judgment
knowledge management
Connect employees so they can collaborate to generate new knowledge, share tacit knowledge, and integrate knowledge held by different teams
information management
Used to create information and connect people to it
Human-computer relations and team skills
output
Lessons Learned Register
Project Management Plan Update
Organizational process asset updates
Knowledge
explicit knowledge
Knowledge that is easy to codify using words, pictures and numbers
tacit knowledge
Individual knowledge and knowledge that is difficult to express clearly, such as beliefs, experiences, etc.
5. Monitor project work
Keep stakeholders informed of the current status of the project and buy-in to actions taken to address performance issues, as well as future project status through cost and schedule forecasts
enter
project management plan
project files
job performance information
protocol
business environment process factors
organizational process assets
Tools & Techniques
expert judgment
data analysis
Earning index analysis
Root Cause Analysis
trend analysis
Deviation analysis
decision making
Meeting
output
job performance report
change request
Project Management Plan Update
Project file updates
6. Implement overall change control
The process of reviewing all change requests, approving changes, managing changes to deliverables, project documents, and project management plans, and communicating the results of change processing
The overall change control process is implemented throughout the project, and the project manager bears the ultimate responsibility for this
Changes do not need to be formally controlled by the Implementation Integrated Change Control process until the baseline is established. Once the project baseline is established, change requests must be processed through this process
enter
project management plan
project files
project performance report
change request
business environment factors
organizational process assets
Tools & Techniques
expert judgment
change control tools
Identify changes
Record changes
Make a decision to change
Track changes
data analysis
decision making
Meeting
Conduct change control meetings with the change control board. The Change Control Board is responsible for reviewing change requests and making decisions to approve, reject or defer
output
Approved change request
The project manager, CCB or designated team member handles change requests according to the change management plan and makes decisions to approve, defer or reject
Project Management Plan Update
Project file updates
7. End the project or phase
Closing a project or phase is the process of ending all activities of a project, phase or contract
Summarize experience and lessons
Archive project information for future use by your organization
enter
Project Charter
project management plan
Deliverables for acceptance
business documents
protocol
Procurement documents
organizational process assets
Tools & Techniques
expert judgment
data analysis
Meeting
Meetings are used to confirm that deliverables have passed acceptance, determine that exit criteria have been met, formally close the contract, assess stakeholder satisfaction, collect lessons learned, transfer project knowledge and information, and celebrate successes
output
Project file updates
Handover of final product, service or result
The products, services or results delivered by the project can be transferred to another team or organization to be operated, maintained and supported throughout the entire life cycle
final report
Organizational process asset updates