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CH4:
Project
Integration Management
ABDULLAH ALKHADRAWY, PMP
Course Instructor:
 Abdullah Ahmed Al-Khadrawy.
 BSc. Civil Engineering 2006 (V.Good HD).
 Graduation Project (Project Management)
2006.(Excellent graded)
 Certified from Primavera Inc. ® : Advanced user for
Primavera P6 (2008).
 Certified from Primavera Inc. ® : Advanced user for
primavera Contract Manager 12 (2009).
 Attended courses (PMP, CCE, FIDIC, Project
Management, Arbitration for Engineering Contracts)
[2007-2013]
 Certified from PMI ® as PMP ® April2011

mahmed210@gmail.com
Project
Integration
Management

Closing
Executing

Monitoring
&Controlling
4-Integration

13-Stakeholder

5-Scope

12-Procurement

6-Time

11-Risk

7-Cost

10Communications

8-Quality
9-Human
Resource
4
4
Project
Integration
Management

unification, consolidation, communication, and integrative actions
that are crucial to controlled project execution through
completion, successfully managing stakeholder expectations, and
meeting requirements.
Initiating

Planning

4.1 Develop

4.2 Develop
Project

Project Charter

Management
Plan

Executing
4.3 Direct and
Manage Project
Work

Monitoring and
Controlling

Closing

4.4 Monitor and 4.6 Close
Control Project Project or Phase
Work
4.5 Perform
Integrated
Change Control
4.1 Develop Project Charter
4.1 Develop Project Charter Initiating
developing a document that formally authorizes the existence of a project and
provides the project manager with the authority to apply organizational
resources to project activities.
1. Project statement of work
2. Business case
3. Agreements
4. Enterprise environmental factors
5. Organizational process assets

1. Expert judgment
2. Facilitation techniques

1. Project charter
4.1 Develop Project Charter:-

Inputs

1. Project statement of work
2. Business case
3. Agreements
4. Enterprise environmental factors
5. Organizational process assets
4.1 Develop Project Charter:-

Inputs

1. Project statement of work: (SOT)
narrative description of products, services, or results to be delivered by a project.
- For internal projects, the project initiator or sponsor provides the statement of work based on business needs, product, or
service requirements.
- For external projects, be received from the customer as part of a bid document, (e.g., a request for proposal, request for
information, or request for bid) or as part of a contract.
- The SOW references the following:

Business need. Based on: market demand, technological advance, legal requirement, government regulation,

or environmental consideration.

Typically, the business need and the cost-benefit analysis are contained in the business case to justify the project.

Product scope description. documents the characteristics of the product, service, or results . & the relationship

between the products, services, or results being created and the business need that the project will address.

Strategic plan: the organization’s strategic vision, goals, and objectives and may contain a high-level mission

statement. All projects should be aligned with their organization’s strategic plan. Strategic plan alignment ensures
that each project contributes to the overall objections of the organization.
4.1 Develop Project Charter:-

Inputs

2. Business case
describes the necessary information from a business standpoint to determine whether or not the
project is worth the required investment.
- It is commonly used for decision making by managers or executives above the project level.
- Typically, the business need and the cost-benefit analysis are contained in the business case
- The sponsor should agree to the scope and limitations of the business case.
- In the case of multiphase projects, periodically reviewed to ensure that the project is on track to
deliver the business benefits.
- In the early stages of the project life cycle, periodic review of the business case by the sponsor also
helps to confirm that the project is still aligned with the business case.
- The project manager is responsible for ensuring that the project effectively and efficiently meets the
goals of the organization and those requirements of a broad set of stakeholders, as defined in the
business case.
4.1 Develop Project Charter:-

Inputs

3. Agreements
Agreements are used to define initial intentions for a project. eg

verbal agreements

•contracts,
•memorandums of understanding (MOUs),
• service level agreements (SLA),
•letter of agreements,
•letters of intent,
•verbal agreements,
•email,
•or other written agreements.
•Typically, a contract is used when a project is being performed for an external customer.
4.1 Develop Project Charter:-

Inputs

4. Enterprise environmental factors
• Governmental standards, industry standards, or regulations
(e.g. codes of conduct, quality standards, or worker protection standards),
• Organizational culture and structure, and
• Marketplace conditions.

5. Organizational process assets
• Organizational standard processes, policies, and process definitions,
• Templates (e.g., project charter template), and
• Historical information and lessons learned knowledge base.
4.1 Develop Project Charter:- Tools and Techniques:1. Expert jugement
2. Facilitation techniques
4.1 Develop Project Charter:- Tools and Techniques:1. Expert jugement
• Other

units within the organization,

• Consultants,
• Stakeholders, including customers or sponsors,
• Professional and technical associations,
• Industry groups,
• Subject matter experts (SME), and
• Project management office (PMO).
4.1 Develop Project Charter:- Tools and Techniques:2. Facilitation techniques
 Brainstorming,
 conflict resolution,
 problem solving,
 meeting management.
4.1 Develop Project Charter

Outputs
Q:

Which project management
process should a project manager
perform to get a formal authorization
for a project or a project phase?

A. Develop Project Management plan
B Develop Project Charter
B.
C. Perform Integrated Change Control
D. Direct and Manage Project Execution

Project charter
provides the PM
with authority
4.2 Develop Project Management Plan
Planning
defining, preparing, and coordinating all subsidiary plans and integrating them
into a comprehensive project management plan
1. Project charter
2. Outputs from other processes
3. Enterprise environmental factors
4. Organizational process assets

1. Expert judgment
2. Facilitation techniques

1. Project management plan
4.2 Develop Project Management Plan

Inputs

1. Project charter
2. Outputs from other processes (Planning Processes)
3. Enterprise environmental factors
4. Organizational process assets
4.2 Develop Project Management Plan

Inputs

2. Outputs from other processes (Planning Processes)

}
Changes for planning
documents

Project Management Plan
4.2 Develop Project Management Plan

Inputs

3. Enterprise environmental factors
• Governmental or industry standards;
• Project management body of knowledge
• Project management information system (e.g., an automated tool, such as a scheduling software tool, a
configuration management system, an information collection and distribution system, or web interfaces to other
online automated systems);
• Organizational structure, culture, management practices, and sustainability;
• Infrastructure (e.g., existing facilities and capital equipment); and
• Personnel administration (e.g., hiring and termination guidelines, employee performance reviews, and employee
development and training records).
4.2 Develop Project Management Plan

Inputs

4. Organizational process assets
• Standardized guidelines, work instructions, proposal evaluation criteria, and performance
measurement criteria;
• Project management plan template, including:
○ Guidelines and criteria for tailoring the organization’s set of standard processes to satisfy the specific

needs of the project, and

○ Project closure guidelines or requirements such as the product validation and acceptance criteria;

• Change control procedures, the steps by which any project documents will be modified and how any
changes will be approved and validated;
• Project files from previous projects (e.g., scope, cost, schedule and performance measurement
baselines, project calendars, project schedule network diagrams, and risk registers,);
• Historical information and lessons learned knowledge base;
• Configuration management knowledge base containing the versions and baselines of all official
organization standards, policies, procedures, and any project documents.
4.2 Develop Project Management Plan:- Tools and Techniques:1. Expert jugement
2. Facilitation techniques
4.2 Develop Project Management Plan:- Tools and Techniques:1. Expert jugement
•

Tailor the process to meet the project needs,

• Develop technical and management details to be included in the project management plan,
• Determine resources and skill levels needed to perform project work,
• Define the level of configuration management to apply on the project,
• Determine which project documents will be subject to the formal change control process, and
• Prioritize the work on the project to ensure the project resources are allocated to the appropriate
work at the appropriate time.
4.2 Develop Project Management Plan:- Tools and Techniques:2. Facilitation techniques
 Brainstorming,
 Conflict resolution,
 Problem solving,
 Meeting management.
4.2 Develop Project Management Plan:Project baselines include, but are not limited to:
•

Scope baseline (Section 5.4.3.1),

•

Schedule baseline (Section 6.6.3.1), and

•

Cost baseline (Section 7.3.3.1).

Subsidiary plans include, but are not limited to:
•

Scope management plan (Section 5.1.3.1),

•

Requirements management plan (Section 5.1.3.2),

•

Schedule management plan (Section 6.1.3.1),

•

Cost management plan (Section 7.1.3.1),

•

Quality management plan (Section 8.1.3.1),

•

Process improvement plan (Section 8.1.3.2),

•

Human resource management plan (Section 9.1.3.1),

•

Communications management plan (Section 10.1.3.1),

•

Risk management plan (Section 11.1.3.1),

•

Procurement management plan (Section 12.1.3.1), and

•

Stakeholder management plan (Section 13.2.3.1).

Outputs
4.2 Develop Project Management Plan:-

Outputs

, the project management plan may also include the following:
•

Life cycle selected for the project and the processes that will be applied to each phase;

•

Details of the tailoring decisions specified by the project management team as follows:
○ Project management processes selected by the project management team,
○ Level of implementation for each selected process,
○ Descriptions of the tools and techniques to be used for accomplishing those processes, and

○ Description of how the selected processes will be used to manage the specific project, including the dependencies and
interactions among those processes and the essential inputs and outputs.
•

Description of how work will be executed to accomplish the project objectives;

•

Change management plan that documents how changes will be monitored and controlled;

•

Configuration management plan that documents how configuration management will be performed;

•

Description of how the integrity of the project baselines will be maintained;

•

Requirements and techniques for communication among stakeholders; and

•

Key management reviews for content, the extent of, and timing to address, open issues and pending decisions.
4.2 Develop Project Management Plan:-

Outputs
Q:
The Project management plan enables
the project manager to …………:

A. Monitor and control project work
B. Develop a project scope statement
C Direct and manage project execution
C.
D. Implement integrated change control

PM needs the
project
management
plan to: Direct &
Manage Project
Activities
4.3 Direct and Manage Project Work

Excuting

leading and performing the work defined in the project management plan and
implementing approved changes to achieve the project’s objectives.
.1 Project management plan
.2 Approved change requests
.3 Enterprise environmental factors
.4 Organizational process assets

.1 Expert judgment
.2 Project management information
system
.3 Meetings

.1 Deliverables
.2 Work performance data
.3 Change requests
.4 Project management plan updates
.5 Project documents updates
4.3 Direct and Manage Project Work
 Perform activities to accomplish project objectives;

 Create project deliverables to meet the planned project work;
 Provide, train, and manage the team members assigned to the project;
 Obtain, manage, and use resources including materials, tools, equipment, and facilities;
 Implement the planned methods and standards;
 Establish and manage project communication channels, both external and internal to the project team;
Generate work performance data, such as cost, schedule, technical and quality progress, and status to
facilitate forecasting;
 Issue change requests and implement approved changes into the project’s scope, plans, and environment;
Manage risks and implement risk response activities;
 Manage sellers and suppliers;
 Manage stakeholders and their engagement; and
 Collect and document lessons learned and implement approved process improvement activities.
4.3 Direct and Manage Project Work
 Direct and Manage Project Work also requires review of

the impact of all project changes and the implementation of approved changes:
 Corrective action —An intentional activity that realigns the performance of the
project work with the project management plan;
 Preventive action—An intentional activity that ensures the future performance
of the project work is aligned with the project management plan; and/or
 Defect repair—An intentional activity to modify a nonconforming product or
product component.
4.3 Direct and Manage Project Work

Inputs

1. Project management plan
2. Approved change requests
3. Enterprise environmental factors
4. Organizational process assets
4.3 Direct and Manage Project Work

2. Approved change requests

Inputs

• Approved change requests are an output of the Perform Integrated Change Control
process,
• Include those requests reviewed and approved for implementation by the change

control board (CCB).

• The approved change request may be a corrective action, a preventative action, or a
defect repair.
• Approved change requests are scheduled and implemented by the project team,
• and can impact any area of the project or project management plan.
•The approved change requests can also modify the policies, project management plan,
procedures, costs, or budgets or revise the schedules.
• Approved change requests may require implementation of preventive or corrective
actions.
4.3 Direct and Manage Project Work

Inputs

3. Enterprise environmental factors
• Organizational, company, or customer culture and structure of the performing or sponsor
organizations;
• Infrastructure (e.g., existing facilities and capital equipment);
• Personnel administration (e.g., hiring and firing guidelines, employee performance reviews, and
training records);
• Stakeholder risk tolerances, for example allowable cost overrun percentage; and
• Project management information system (e.g., an automated tool suite, such as a scheduling software
tool, a configuration management system, an information collection and distribution system, or web
interfaces to other online automated systems).
4.3 Direct and Manage Project Work

Inputs

4. Organizational process assets
• Standardized guidelines and work instructions;
• Communication requirements defining allowed communication media, record retention, and security
requirements;
• Issue and defect management procedures defining issue and defect controls, issue and defect
identification and resolution, and action item tracking;
• Process measurement database used to collect and make available measurement data on processes
and products;
• Project files from previous projects (e.g., scope, cost, schedule, performance measurement baselines,
project calendars, project schedule, network diagrams, risk registers, planned response actions, defined
risk impact, and documented lessons learned); and
• Issue and defect management database(s) containing historical issue and defect status, control
information, issue and defect resolution, and action item results.
4.3 Direct and Manage Project Work:- Tools and Techniques:1. Expert judgment
2. Project management information system
3. Meetings
4.3 Direct and Manage Project Work:- Tools and Techniques:1. Expert jugement
•Other units within the organization;
•Consultants and other subject matter experts (internal and external);
• Stakeholders, including customers, suppliers, or sponsors;.
• Professional and technical associations.
4.3 Direct and Manage Project Work:- Tools and Techniques:-

2. Project management information system
• The project management information system, which is part of the environmental
factors,
• provides access to tools, such as a scheduling tool, a work authorization system, a
configuration management system, an information collection and distribution
system, or interfaces to other online automated systems.
• Automated gathering and reporting on key performance indicators (KPI) can be part
of this system.
4.3 Direct and Manage Project Work:- Tools and Techniques:-

3. Meetings
• Attendees at the meetings may include the project manager, the project team and appropriate
stakeholders
•Each attendee should have a defined role to ensure appropriate participation
• Meetings tend to be one of three types:
1- Information exchange;
2- Brainstorming, option evaluation, or design;
3- Decision making.
• Meeting types should not be mixed as a best practice.
• Meetings should be prepared with a well-defined agenda, purpose, objective, and time frame and
should be appropriately documented with meeting minutes and action items.
• Meetings are most effective when all participants can be face-to-face in the same location.
•Virtual meetings can be held using audio and/ or video conferencing tools, but generally require
additional preparation and organization to achieve the same effectiveness of a face-to-face meeting.
4.3 Direct and Manage Project Work:1. Deliverables
2. Work performance data
3. Change requests
4. Project management plan updates
5. Project documents updates

Outputs
4.3 Direct and Manage Project Work:-

Outputs

2. Work performance data (raw data)

• Work performance data are the raw observations and measurements identified during activities being

performed to carry out the project work

• Data is gathered through work execution and passed to the controlling processes of each process area
for further analysis.
• work completed,
• key performance indicators (SPI, CPI, etc…),
• technical performance measures,
• start and finish dates of schedule activities,
• number of change requests,
• number of defects,
• actual costs, and actual durations, etc.
4.3 Direct and Manage Project Work:-

Outputs

3. Change requests

• Corrective action —An intentional activity that realigns the performance of the
project work with the project management plan;
•Preventive action —An intentional activity that ensures the future performance of the
project work is aligned with the project management plan;
•Defect repair —An intentional activity to modify a nonconforming product or
product component; and/or
•Updates —Changes to formally controlled project documents, plans, etc., to reflect
modified or additional ideas or content.
Q:
The project management team has selected
the project management processes that will
be used in an oil mining project. In which
document will a project sponsor be able to
find such information?

A. Project charter
B. Project scope statement
C Project management plan
C.
D. Project statement of work

PM needs the
project
management
plan to: Direct &
Manage Project
Activities
4.4 Monitor and Control Project Work

Monitoring&Controlling

tracking, reviewing, and reporting the progress to meet the performance
objectives defined in the project management plan
.1 Project management plan
.2 Schedule forecasts
.3 Cost forecasts
.4 Validated changes
.5 Work performance information
.6 Enterprise environmental
factors
.7 Organizational process assets

.1 Expert judgment
.2 Analytical techniques
.3 Project management information
system
.4 Meetings

.1 Change requests
.2 Work performance reports
.3 Project management plan updates
.4 Project documents updates
4.4 Monitor and Control Project Work
 Comparing actual project performance against the project management plan;
 Assessing performance to determine whether any corrective or preventive actions are indicated, and then
recommending those actions as necessary;
 Identifying new risks and analyzing, tracking, and monitoring existing project risks to make sure the risks
are identified, their status is reported, and that appropriate risk response plans are being executed;
 Maintaining an accurate, timely information base (status reports) concerning the project’s product(s) and
their associated documentation through project completion;
 Providing information (not data) to support status reporting, progress measurement, and forecasting;
Providing forecasts to update current cost and current schedule information;
 Monitoring implementation of approved changes as they occur; and
 Providing appropriate reporting on project progress and status to program management when the project
is part of an overall program.
4.4 Monitor and Control Project Work
1. Project management plan
2. Schedule forecasts
3. Cost forecasts
4. Validated changes
5. Work performance information
6. Enterprise environmental factors
7. Organizational process assets

Inputs
4.4 Monitor and Control Project Work

Inputs

2. Schedule forecasts
• Time estimate to complete (ETC).
• Schedule variance (SV) and
• Schedule performance index (SPI).
• For projects not using earned value management, variances against the planned
finish dates and forecasted finish dates are provided
4.4 Monitor and Control Project Work

Inputs

3. Cost forecasts
• The cost forecasts are derived from progress against the cost baseline and computed
estimates to complete (ETC).
• Cost variance (CV) and cost performance index (CPI).
• An estimate at completion (EAC) can be compared to the budget at completion (BAC)
to see if the project is still within tolerance ranges or if a change request is required.
•For projects not using earned value management, variances against the planned
versus actual expenditures and forecasted final costs are provided.
4.4 Monitor and Control Project Work

Inputs

3. Validated changes
• A validated change provides the necessary data to confirm that the change was
appropriately executed.
• Approved changes that result from the Perform Integrated Change Control process
require validation to ensure that the change was appropriately implemented
4.4 Monitor and Control Project Work

Inputs

5.Work Performance Information
• Work performance information is the performance data collected from various
controlling processes,

• Analyzed in context, and integrated based on relationships across areas.
• Thus work performance data has been transformed into work performance
information.

• Data in itself cannot be used in the decision-making process as it has only out-ofcontext meaning.

• Work performance information, however, is correlated and contextualized, and
provides a sound foundation for project decisions.
4.4 Monitor and Control Project Work

Inputs

6. Enterprise environmental factors
• Governmental or industry standards (e.g., regulatory agency regulations, codes of conduct, product
standards, quality standards, and workmanship standards),
• Organization work authorization systems,
• Stakeholder risk tolerances, and
• Project management information system (e.g., an automated tool suite, such as a scheduling software
tool, a configuration management system, an information collection and distribution system, or web
interfaces to other online automated systems).
4.4 Monitor and Control Project Work

Inputs

7. Organizational process assets
• Organizational communication requirements;
• Financial controls procedures (e.g., time reporting, required expenditure and disbursement reviews,
accounting codes, and standard contract provisions);
• Issue and defect management procedures defining issue and defect controls, issue and defect
identification, and resolution and action item tracking;
• Change control procedures, including those for scope, schedule, cost, and quality variances;
• Risk control procedures including risk categories, probability definition and impact, and probability
and impact matrix;
• Process measurement database used to make available measurement data on processes and products;
• Lessons learned database.
4.4 Monitor and Control Project Work:- Tools and Techniques:1. Expert judgment
2. Analytical techniques
3. Project management information system
4. Meetings
4.4 Monitor and Control Project Work:- Tools and Techniques:1. Expert jugement
•Expert judgment is used by the project management team to interpret the information provided by the
monitor and control processes.
• The project manager, in collaboration with the team, determines the actions required to ensure that
project performance matches expectations.
4.4 Monitor and Control Project Work:- Tools and Techniques:2. Analytical techniques
• Regression analysis,
• Grouping methods,
• Causal analysis,
• Root cause analysis,
• Forecasting methods (e.g., time series, scenario building, simulation, etc.),
• Failure mode and effect analysis (FMEA),
• Fault tree analysis (FTA), Reserve analysis,
• Trend analysis,
• Earned value management,
• Variance analysis.
4.4 Monitor and Control Project Work:- Tools and Techniques:-

3. Project management information system
• The project management information system, which is part of the
environmental factors,
• Provides access to tools, such as scheduling, cost, and resourcing tools,
performance indicators, databases, project records, and financials used
during the Monitor and Control Project Work process.
4.4 Monitor and Control Project Work:- Tools and Techniques:-

3. Meetings
• Attendees at the meetings may include the project manager, the project team and appropriate
stakeholders
•Each attendee should have a defined role to ensure appropriate participation
• Meetings tend to be one of three types:
1- Information exchange;
2- Brainstorming, option evaluation, or design;
3- Decision making.
• Meeting types should not be mixed as a best practice.
• Meetings should be prepared with a well-defined agenda, purpose, objective, and time frame and
should be appropriately documented with meeting minutes and action items.
• Meetings are most effective when all participants can be face-to-face in the same location.
•Virtual meetings can be held using audio and/ or video conferencing tools, but generally require
additional preparation and organization to achieve the same effectiveness of a face-to-face meeting.
4.4 Monitor and Control Project Work:1. Change requests
2. Work performance reports
3. Project management plan updates
4. Project documents updates

Outputs
4.4 Monitor and Control Project Work:2. Work performance reports

• Status reports,
• Memos,
• Justifications,
• Information notes,.
• Recommendations,
• Updates.

Outputs
Q:
Collecting the project data and facilitating
the forecasting of cost and schedule are
actions performed by the project manager
and the project management team during
which of the following project process
groups?

A. Initiating
B. Planning
C. Executing
D.
D Monitoring and Controlling

Monitoring
&Controlling
Project Activities
includes collection
of the project data
& forecasting such
cost & schedule
measurements
4.5 Perform Integrated change control

Monitoring&Controlling

reviewing all change requests; approving changes and managing changes to
deliverables, organizational process assets, project documents, and the project
management plan; and communicating their disposition
.1 Project management plan
.2 Work performance
reports
.3 Change requests
.4 Enterprise environmental
factors
.5 Organizational process assets

.1 Expert judgment
.2 Meetings
.3 Change control tools

.1 Approved change requests
.2 Change log
.3 Project management plan
updates
.4 Project documents updates
Change Control Board (CCB)
a formally chartered group responsible for reviewing, evaluating,
approving, delaying, or rejecting changes to the project, and for
recording and communicating such decisions.
* Customer or sponsor approval may be required for certain change
requests after CCB approval, unless they are part of the CCB.
Configuration control
• Configuration identification. Identification and selection of a configuration item to
provide the basis for which the product configuration is defined and verified,
products and documents are labeled, changes are managed, and accountability is
maintained.
• Configuration status accounting. Information is recorded and reported as to
when appropriate data about the configuration item should be provided. This
information includes a listing of approved configuration identification, status of
proposed changes to the configuration, and the implementation status of approved
changes.
• Configuration verification and audit. Configuration verification and configuration
audits ensure the composition of a project’s configuration items is correct and that
corresponding changes are registered, assessed, approved, tracked, and correctly
implemented. This ensures the functional requirements defined in the configuration
documentation have been met.
4.5 Perform Integrated change control

Inputs

1. Project management plan
2. Work performance reports
3. Change requests
4. Enterprise environmental factors
5. Organizational process assets
4.5 Perform Integrated change control:- Tools and Techniques:1. Expert judgment
2. Meetings
3. Change control tools
4.5 Perform Integrated change control:- Tools and Techniques:1. Expert jugement
• Project management team’s expert judgment
• Consultants,
• Stakeholders, including customers or sponsors, Professional and technical associations, Industry
groups,
• Subject matter experts (SMEs),
• Project management office (PMO).
4.5 Perform Integrated change control
1. Approved change requests
2. Change log
3. Project management plan updates
4. Project documents updates

Outputs
4.5 Perform Integrated change control
1. Approved change requests

CCB

Outputs
4.5 Perform Integrated change control
2. Change log

Outputs
Q:
Which input to the Direct and Manage
Project Execution process contains the
documented and authorized changes to
adjust the scope of the project?
A. Approved
B. Approved
C.
C Approved
D. Approved

corrective actions
preventive actions
change requests
defect repair
4.6 Close Project or Phase

Closing

Finalizing all activities across all of the Project Management Process Groups to
formally complete the project or phase.
.1 Project management plan
.2 Accepted deliverables
.3 Organizational process assets

.1 Expert judgment
.2 Analytical techniques
.3 Meetings

.1 Final product, service, or result
transition
.2 Organizational process assets
updates
4.6 Close Project or Phase

1. Project management plan
2. Accepted deliverables
3. Organizational process assets

Inputs
4.6 Close Project or Phase
* The project manager reviews all prior information from the previous
phase closures to ensure that all project work is completed and that the
project has met its objectives.
* The project manager reviews the scope baseline to ensure completion
before considering the project closed.
* Establishes the procedures to investigate and document the reasons for
actions taken if a project is terminated before completion
* In order to successfully achieve this, the project manager needs to
engage all the proper stakeholders in the process
4.6 Close Project or Phase
This includes all planned activities necessary for administrative closure of the
project or phase, including step- by-step methodologies that address:
1. Actions and activities necessary to satisfy completion or exit criteria for
the phase or project;
2. Actions and activities necessary to transfer the project’s products, services,
or results to the next phase or to production and/or operations; and
3. Activities needed to collect project or phase records, audit project success
or failure, gather lessons learned and archive project information for
future use by the organization.
4.6 Close Project or Phase

1. Project management plan
2. Accepted deliverables
3. Organizational process assets

Inputs
4.6 Close Project or Phase

Inputs

3. Organizational process assets
• Project or phase closure guidelines or requirements
(e.g., administrative procedures, project audits, project evaluations, and transition criteria); and
• Historical information and lessons learned knowledge base
(e.g., project records and documents, all project closure information and documentation, information
about both the results of previous project selection decisions and previous project performance
information, and information from risk management activities).
4.6 Close Project or Phase:- Tools and Techniques:-

1. Expert judgment
2. Analytical techniques
3. Meetings
4.6 Close Project or Phase:- Tools and Techniques:1. Expert jugement
• Other project managers within the organization,
• Project management office (PMO),
• Professional and technical associations.
4.6 Close Project or Phase:- Tools and Techniques:-

2. Analytical techniques
• Regression analysis,
• Trend analysis
4.6 Close Project or Phase:- Tools and Techniques:-

3. Meetings
• Described in Section 4.3.2.3. Meetings may be face-to-face, virtual, formal, or
informal.
• This may include project team members and other stakeholders, involved in or
affected by the project.
• Types of meetings include, but are not limited to lessons learned, closeout, user
group, and review meetings.
4.5 Perform Integrated change control
1. Final product, service, or result transition
2. Organizational process assets updates

Outputs
4.5 Perform Integrated change control

Outputs

2. Organizational process assets updates
• Project files , e.g., project management plan; scope, cost, schedule, and project calendars; risk registers and other
registers; change management documentation; planned risk response actions; and risk impact.
• Project or phase closure documents: formal documentation that indicates completion of the project or phase
and the transfer of the completed project or phase deliverables to others. PM reviews prior phase documentation,
customer acceptance documentation, and the contract, to ensure that all project requirements are. If the project
was terminated, the formal documentation indicates why the project was terminated and formalizes the
procedures for the transfer of the finished and unfinished deliverables of the cancelled project to others.
• Historical information : that has been recommended for use by future projects.
Q:

Project managers need to perform
change control from the start through
the end of the project.
Which
configuration management activity is not
part of the Perform Integrated Change
Control process?
A. Configuration identification
B.
B Architecture configuration and control
C. Configuration status accounting
D. Configuration verification and auditing

Configuration
identification
, Configuration
status accounting,
&Configuration
verification and
auditing interact
all with change
control
management
PMP PMBOK5 Ch4 integration management

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PMP PMBOK5 Ch4 integration management

  • 2. Course Instructor:  Abdullah Ahmed Al-Khadrawy.  BSc. Civil Engineering 2006 (V.Good HD).  Graduation Project (Project Management) 2006.(Excellent graded)  Certified from Primavera Inc. ® : Advanced user for Primavera P6 (2008).  Certified from Primavera Inc. ® : Advanced user for primavera Contract Manager 12 (2009).  Attended courses (PMP, CCE, FIDIC, Project Management, Arbitration for Engineering Contracts) [2007-2013]  Certified from PMI ® as PMP ® April2011 mahmed210@gmail.com
  • 4. 4 4 Project Integration Management unification, consolidation, communication, and integrative actions that are crucial to controlled project execution through completion, successfully managing stakeholder expectations, and meeting requirements. Initiating Planning 4.1 Develop 4.2 Develop Project Project Charter Management Plan Executing 4.3 Direct and Manage Project Work Monitoring and Controlling Closing 4.4 Monitor and 4.6 Close Control Project Project or Phase Work 4.5 Perform Integrated Change Control
  • 6. 4.1 Develop Project Charter Initiating developing a document that formally authorizes the existence of a project and provides the project manager with the authority to apply organizational resources to project activities. 1. Project statement of work 2. Business case 3. Agreements 4. Enterprise environmental factors 5. Organizational process assets 1. Expert judgment 2. Facilitation techniques 1. Project charter
  • 7. 4.1 Develop Project Charter:- Inputs 1. Project statement of work 2. Business case 3. Agreements 4. Enterprise environmental factors 5. Organizational process assets
  • 8. 4.1 Develop Project Charter:- Inputs 1. Project statement of work: (SOT) narrative description of products, services, or results to be delivered by a project. - For internal projects, the project initiator or sponsor provides the statement of work based on business needs, product, or service requirements. - For external projects, be received from the customer as part of a bid document, (e.g., a request for proposal, request for information, or request for bid) or as part of a contract. - The SOW references the following: Business need. Based on: market demand, technological advance, legal requirement, government regulation, or environmental consideration. Typically, the business need and the cost-benefit analysis are contained in the business case to justify the project. Product scope description. documents the characteristics of the product, service, or results . & the relationship between the products, services, or results being created and the business need that the project will address. Strategic plan: the organization’s strategic vision, goals, and objectives and may contain a high-level mission statement. All projects should be aligned with their organization’s strategic plan. Strategic plan alignment ensures that each project contributes to the overall objections of the organization.
  • 9. 4.1 Develop Project Charter:- Inputs 2. Business case describes the necessary information from a business standpoint to determine whether or not the project is worth the required investment. - It is commonly used for decision making by managers or executives above the project level. - Typically, the business need and the cost-benefit analysis are contained in the business case - The sponsor should agree to the scope and limitations of the business case. - In the case of multiphase projects, periodically reviewed to ensure that the project is on track to deliver the business benefits. - In the early stages of the project life cycle, periodic review of the business case by the sponsor also helps to confirm that the project is still aligned with the business case. - The project manager is responsible for ensuring that the project effectively and efficiently meets the goals of the organization and those requirements of a broad set of stakeholders, as defined in the business case.
  • 10. 4.1 Develop Project Charter:- Inputs 3. Agreements Agreements are used to define initial intentions for a project. eg verbal agreements •contracts, •memorandums of understanding (MOUs), • service level agreements (SLA), •letter of agreements, •letters of intent, •verbal agreements, •email, •or other written agreements. •Typically, a contract is used when a project is being performed for an external customer.
  • 11. 4.1 Develop Project Charter:- Inputs 4. Enterprise environmental factors • Governmental standards, industry standards, or regulations (e.g. codes of conduct, quality standards, or worker protection standards), • Organizational culture and structure, and • Marketplace conditions. 5. Organizational process assets • Organizational standard processes, policies, and process definitions, • Templates (e.g., project charter template), and • Historical information and lessons learned knowledge base.
  • 12. 4.1 Develop Project Charter:- Tools and Techniques:1. Expert jugement 2. Facilitation techniques
  • 13. 4.1 Develop Project Charter:- Tools and Techniques:1. Expert jugement • Other units within the organization, • Consultants, • Stakeholders, including customers or sponsors, • Professional and technical associations, • Industry groups, • Subject matter experts (SME), and • Project management office (PMO).
  • 14. 4.1 Develop Project Charter:- Tools and Techniques:2. Facilitation techniques  Brainstorming,  conflict resolution,  problem solving,  meeting management.
  • 15. 4.1 Develop Project Charter Outputs
  • 16. Q: Which project management process should a project manager perform to get a formal authorization for a project or a project phase? A. Develop Project Management plan B Develop Project Charter B. C. Perform Integrated Change Control D. Direct and Manage Project Execution Project charter provides the PM with authority
  • 17. 4.2 Develop Project Management Plan Planning defining, preparing, and coordinating all subsidiary plans and integrating them into a comprehensive project management plan 1. Project charter 2. Outputs from other processes 3. Enterprise environmental factors 4. Organizational process assets 1. Expert judgment 2. Facilitation techniques 1. Project management plan
  • 18. 4.2 Develop Project Management Plan Inputs 1. Project charter 2. Outputs from other processes (Planning Processes) 3. Enterprise environmental factors 4. Organizational process assets
  • 19. 4.2 Develop Project Management Plan Inputs 2. Outputs from other processes (Planning Processes) } Changes for planning documents Project Management Plan
  • 20. 4.2 Develop Project Management Plan Inputs 3. Enterprise environmental factors • Governmental or industry standards; • Project management body of knowledge • Project management information system (e.g., an automated tool, such as a scheduling software tool, a configuration management system, an information collection and distribution system, or web interfaces to other online automated systems); • Organizational structure, culture, management practices, and sustainability; • Infrastructure (e.g., existing facilities and capital equipment); and • Personnel administration (e.g., hiring and termination guidelines, employee performance reviews, and employee development and training records).
  • 21. 4.2 Develop Project Management Plan Inputs 4. Organizational process assets • Standardized guidelines, work instructions, proposal evaluation criteria, and performance measurement criteria; • Project management plan template, including: ○ Guidelines and criteria for tailoring the organization’s set of standard processes to satisfy the specific needs of the project, and ○ Project closure guidelines or requirements such as the product validation and acceptance criteria; • Change control procedures, the steps by which any project documents will be modified and how any changes will be approved and validated; • Project files from previous projects (e.g., scope, cost, schedule and performance measurement baselines, project calendars, project schedule network diagrams, and risk registers,); • Historical information and lessons learned knowledge base; • Configuration management knowledge base containing the versions and baselines of all official organization standards, policies, procedures, and any project documents.
  • 22. 4.2 Develop Project Management Plan:- Tools and Techniques:1. Expert jugement 2. Facilitation techniques
  • 23. 4.2 Develop Project Management Plan:- Tools and Techniques:1. Expert jugement • Tailor the process to meet the project needs, • Develop technical and management details to be included in the project management plan, • Determine resources and skill levels needed to perform project work, • Define the level of configuration management to apply on the project, • Determine which project documents will be subject to the formal change control process, and • Prioritize the work on the project to ensure the project resources are allocated to the appropriate work at the appropriate time.
  • 24. 4.2 Develop Project Management Plan:- Tools and Techniques:2. Facilitation techniques  Brainstorming,  Conflict resolution,  Problem solving,  Meeting management.
  • 25. 4.2 Develop Project Management Plan:Project baselines include, but are not limited to: • Scope baseline (Section 5.4.3.1), • Schedule baseline (Section 6.6.3.1), and • Cost baseline (Section 7.3.3.1). Subsidiary plans include, but are not limited to: • Scope management plan (Section 5.1.3.1), • Requirements management plan (Section 5.1.3.2), • Schedule management plan (Section 6.1.3.1), • Cost management plan (Section 7.1.3.1), • Quality management plan (Section 8.1.3.1), • Process improvement plan (Section 8.1.3.2), • Human resource management plan (Section 9.1.3.1), • Communications management plan (Section 10.1.3.1), • Risk management plan (Section 11.1.3.1), • Procurement management plan (Section 12.1.3.1), and • Stakeholder management plan (Section 13.2.3.1). Outputs
  • 26. 4.2 Develop Project Management Plan:- Outputs , the project management plan may also include the following: • Life cycle selected for the project and the processes that will be applied to each phase; • Details of the tailoring decisions specified by the project management team as follows: ○ Project management processes selected by the project management team, ○ Level of implementation for each selected process, ○ Descriptions of the tools and techniques to be used for accomplishing those processes, and ○ Description of how the selected processes will be used to manage the specific project, including the dependencies and interactions among those processes and the essential inputs and outputs. • Description of how work will be executed to accomplish the project objectives; • Change management plan that documents how changes will be monitored and controlled; • Configuration management plan that documents how configuration management will be performed; • Description of how the integrity of the project baselines will be maintained; • Requirements and techniques for communication among stakeholders; and • Key management reviews for content, the extent of, and timing to address, open issues and pending decisions.
  • 27. 4.2 Develop Project Management Plan:- Outputs
  • 28. Q: The Project management plan enables the project manager to …………: A. Monitor and control project work B. Develop a project scope statement C Direct and manage project execution C. D. Implement integrated change control PM needs the project management plan to: Direct & Manage Project Activities
  • 29. 4.3 Direct and Manage Project Work Excuting leading and performing the work defined in the project management plan and implementing approved changes to achieve the project’s objectives. .1 Project management plan .2 Approved change requests .3 Enterprise environmental factors .4 Organizational process assets .1 Expert judgment .2 Project management information system .3 Meetings .1 Deliverables .2 Work performance data .3 Change requests .4 Project management plan updates .5 Project documents updates
  • 30. 4.3 Direct and Manage Project Work  Perform activities to accomplish project objectives;  Create project deliverables to meet the planned project work;  Provide, train, and manage the team members assigned to the project;  Obtain, manage, and use resources including materials, tools, equipment, and facilities;  Implement the planned methods and standards;  Establish and manage project communication channels, both external and internal to the project team; Generate work performance data, such as cost, schedule, technical and quality progress, and status to facilitate forecasting;  Issue change requests and implement approved changes into the project’s scope, plans, and environment; Manage risks and implement risk response activities;  Manage sellers and suppliers;  Manage stakeholders and their engagement; and  Collect and document lessons learned and implement approved process improvement activities.
  • 31. 4.3 Direct and Manage Project Work  Direct and Manage Project Work also requires review of the impact of all project changes and the implementation of approved changes:  Corrective action —An intentional activity that realigns the performance of the project work with the project management plan;  Preventive action—An intentional activity that ensures the future performance of the project work is aligned with the project management plan; and/or  Defect repair—An intentional activity to modify a nonconforming product or product component.
  • 32. 4.3 Direct and Manage Project Work Inputs 1. Project management plan 2. Approved change requests 3. Enterprise environmental factors 4. Organizational process assets
  • 33. 4.3 Direct and Manage Project Work 2. Approved change requests Inputs • Approved change requests are an output of the Perform Integrated Change Control process, • Include those requests reviewed and approved for implementation by the change control board (CCB). • The approved change request may be a corrective action, a preventative action, or a defect repair. • Approved change requests are scheduled and implemented by the project team, • and can impact any area of the project or project management plan. •The approved change requests can also modify the policies, project management plan, procedures, costs, or budgets or revise the schedules. • Approved change requests may require implementation of preventive or corrective actions.
  • 34. 4.3 Direct and Manage Project Work Inputs 3. Enterprise environmental factors • Organizational, company, or customer culture and structure of the performing or sponsor organizations; • Infrastructure (e.g., existing facilities and capital equipment); • Personnel administration (e.g., hiring and firing guidelines, employee performance reviews, and training records); • Stakeholder risk tolerances, for example allowable cost overrun percentage; and • Project management information system (e.g., an automated tool suite, such as a scheduling software tool, a configuration management system, an information collection and distribution system, or web interfaces to other online automated systems).
  • 35. 4.3 Direct and Manage Project Work Inputs 4. Organizational process assets • Standardized guidelines and work instructions; • Communication requirements defining allowed communication media, record retention, and security requirements; • Issue and defect management procedures defining issue and defect controls, issue and defect identification and resolution, and action item tracking; • Process measurement database used to collect and make available measurement data on processes and products; • Project files from previous projects (e.g., scope, cost, schedule, performance measurement baselines, project calendars, project schedule, network diagrams, risk registers, planned response actions, defined risk impact, and documented lessons learned); and • Issue and defect management database(s) containing historical issue and defect status, control information, issue and defect resolution, and action item results.
  • 36. 4.3 Direct and Manage Project Work:- Tools and Techniques:1. Expert judgment 2. Project management information system 3. Meetings
  • 37. 4.3 Direct and Manage Project Work:- Tools and Techniques:1. Expert jugement •Other units within the organization; •Consultants and other subject matter experts (internal and external); • Stakeholders, including customers, suppliers, or sponsors;. • Professional and technical associations.
  • 38. 4.3 Direct and Manage Project Work:- Tools and Techniques:- 2. Project management information system • The project management information system, which is part of the environmental factors, • provides access to tools, such as a scheduling tool, a work authorization system, a configuration management system, an information collection and distribution system, or interfaces to other online automated systems. • Automated gathering and reporting on key performance indicators (KPI) can be part of this system.
  • 39. 4.3 Direct and Manage Project Work:- Tools and Techniques:- 3. Meetings • Attendees at the meetings may include the project manager, the project team and appropriate stakeholders •Each attendee should have a defined role to ensure appropriate participation • Meetings tend to be one of three types: 1- Information exchange; 2- Brainstorming, option evaluation, or design; 3- Decision making. • Meeting types should not be mixed as a best practice. • Meetings should be prepared with a well-defined agenda, purpose, objective, and time frame and should be appropriately documented with meeting minutes and action items. • Meetings are most effective when all participants can be face-to-face in the same location. •Virtual meetings can be held using audio and/ or video conferencing tools, but generally require additional preparation and organization to achieve the same effectiveness of a face-to-face meeting.
  • 40. 4.3 Direct and Manage Project Work:1. Deliverables 2. Work performance data 3. Change requests 4. Project management plan updates 5. Project documents updates Outputs
  • 41. 4.3 Direct and Manage Project Work:- Outputs 2. Work performance data (raw data) • Work performance data are the raw observations and measurements identified during activities being performed to carry out the project work • Data is gathered through work execution and passed to the controlling processes of each process area for further analysis. • work completed, • key performance indicators (SPI, CPI, etc…), • technical performance measures, • start and finish dates of schedule activities, • number of change requests, • number of defects, • actual costs, and actual durations, etc.
  • 42. 4.3 Direct and Manage Project Work:- Outputs 3. Change requests • Corrective action —An intentional activity that realigns the performance of the project work with the project management plan; •Preventive action —An intentional activity that ensures the future performance of the project work is aligned with the project management plan; •Defect repair —An intentional activity to modify a nonconforming product or product component; and/or •Updates —Changes to formally controlled project documents, plans, etc., to reflect modified or additional ideas or content.
  • 43. Q: The project management team has selected the project management processes that will be used in an oil mining project. In which document will a project sponsor be able to find such information? A. Project charter B. Project scope statement C Project management plan C. D. Project statement of work PM needs the project management plan to: Direct & Manage Project Activities
  • 44. 4.4 Monitor and Control Project Work Monitoring&Controlling tracking, reviewing, and reporting the progress to meet the performance objectives defined in the project management plan .1 Project management plan .2 Schedule forecasts .3 Cost forecasts .4 Validated changes .5 Work performance information .6 Enterprise environmental factors .7 Organizational process assets .1 Expert judgment .2 Analytical techniques .3 Project management information system .4 Meetings .1 Change requests .2 Work performance reports .3 Project management plan updates .4 Project documents updates
  • 45. 4.4 Monitor and Control Project Work  Comparing actual project performance against the project management plan;  Assessing performance to determine whether any corrective or preventive actions are indicated, and then recommending those actions as necessary;  Identifying new risks and analyzing, tracking, and monitoring existing project risks to make sure the risks are identified, their status is reported, and that appropriate risk response plans are being executed;  Maintaining an accurate, timely information base (status reports) concerning the project’s product(s) and their associated documentation through project completion;  Providing information (not data) to support status reporting, progress measurement, and forecasting; Providing forecasts to update current cost and current schedule information;  Monitoring implementation of approved changes as they occur; and  Providing appropriate reporting on project progress and status to program management when the project is part of an overall program.
  • 46. 4.4 Monitor and Control Project Work 1. Project management plan 2. Schedule forecasts 3. Cost forecasts 4. Validated changes 5. Work performance information 6. Enterprise environmental factors 7. Organizational process assets Inputs
  • 47. 4.4 Monitor and Control Project Work Inputs 2. Schedule forecasts • Time estimate to complete (ETC). • Schedule variance (SV) and • Schedule performance index (SPI). • For projects not using earned value management, variances against the planned finish dates and forecasted finish dates are provided
  • 48. 4.4 Monitor and Control Project Work Inputs 3. Cost forecasts • The cost forecasts are derived from progress against the cost baseline and computed estimates to complete (ETC). • Cost variance (CV) and cost performance index (CPI). • An estimate at completion (EAC) can be compared to the budget at completion (BAC) to see if the project is still within tolerance ranges or if a change request is required. •For projects not using earned value management, variances against the planned versus actual expenditures and forecasted final costs are provided.
  • 49. 4.4 Monitor and Control Project Work Inputs 3. Validated changes • A validated change provides the necessary data to confirm that the change was appropriately executed. • Approved changes that result from the Perform Integrated Change Control process require validation to ensure that the change was appropriately implemented
  • 50. 4.4 Monitor and Control Project Work Inputs 5.Work Performance Information • Work performance information is the performance data collected from various controlling processes, • Analyzed in context, and integrated based on relationships across areas. • Thus work performance data has been transformed into work performance information. • Data in itself cannot be used in the decision-making process as it has only out-ofcontext meaning. • Work performance information, however, is correlated and contextualized, and provides a sound foundation for project decisions.
  • 51. 4.4 Monitor and Control Project Work Inputs 6. Enterprise environmental factors • Governmental or industry standards (e.g., regulatory agency regulations, codes of conduct, product standards, quality standards, and workmanship standards), • Organization work authorization systems, • Stakeholder risk tolerances, and • Project management information system (e.g., an automated tool suite, such as a scheduling software tool, a configuration management system, an information collection and distribution system, or web interfaces to other online automated systems).
  • 52. 4.4 Monitor and Control Project Work Inputs 7. Organizational process assets • Organizational communication requirements; • Financial controls procedures (e.g., time reporting, required expenditure and disbursement reviews, accounting codes, and standard contract provisions); • Issue and defect management procedures defining issue and defect controls, issue and defect identification, and resolution and action item tracking; • Change control procedures, including those for scope, schedule, cost, and quality variances; • Risk control procedures including risk categories, probability definition and impact, and probability and impact matrix; • Process measurement database used to make available measurement data on processes and products; • Lessons learned database.
  • 53. 4.4 Monitor and Control Project Work:- Tools and Techniques:1. Expert judgment 2. Analytical techniques 3. Project management information system 4. Meetings
  • 54. 4.4 Monitor and Control Project Work:- Tools and Techniques:1. Expert jugement •Expert judgment is used by the project management team to interpret the information provided by the monitor and control processes. • The project manager, in collaboration with the team, determines the actions required to ensure that project performance matches expectations.
  • 55. 4.4 Monitor and Control Project Work:- Tools and Techniques:2. Analytical techniques • Regression analysis, • Grouping methods, • Causal analysis, • Root cause analysis, • Forecasting methods (e.g., time series, scenario building, simulation, etc.), • Failure mode and effect analysis (FMEA), • Fault tree analysis (FTA), Reserve analysis, • Trend analysis, • Earned value management, • Variance analysis.
  • 56. 4.4 Monitor and Control Project Work:- Tools and Techniques:- 3. Project management information system • The project management information system, which is part of the environmental factors, • Provides access to tools, such as scheduling, cost, and resourcing tools, performance indicators, databases, project records, and financials used during the Monitor and Control Project Work process.
  • 57. 4.4 Monitor and Control Project Work:- Tools and Techniques:- 3. Meetings • Attendees at the meetings may include the project manager, the project team and appropriate stakeholders •Each attendee should have a defined role to ensure appropriate participation • Meetings tend to be one of three types: 1- Information exchange; 2- Brainstorming, option evaluation, or design; 3- Decision making. • Meeting types should not be mixed as a best practice. • Meetings should be prepared with a well-defined agenda, purpose, objective, and time frame and should be appropriately documented with meeting minutes and action items. • Meetings are most effective when all participants can be face-to-face in the same location. •Virtual meetings can be held using audio and/ or video conferencing tools, but generally require additional preparation and organization to achieve the same effectiveness of a face-to-face meeting.
  • 58. 4.4 Monitor and Control Project Work:1. Change requests 2. Work performance reports 3. Project management plan updates 4. Project documents updates Outputs
  • 59. 4.4 Monitor and Control Project Work:2. Work performance reports • Status reports, • Memos, • Justifications, • Information notes,. • Recommendations, • Updates. Outputs
  • 60. Q: Collecting the project data and facilitating the forecasting of cost and schedule are actions performed by the project manager and the project management team during which of the following project process groups? A. Initiating B. Planning C. Executing D. D Monitoring and Controlling Monitoring &Controlling Project Activities includes collection of the project data & forecasting such cost & schedule measurements
  • 61. 4.5 Perform Integrated change control Monitoring&Controlling reviewing all change requests; approving changes and managing changes to deliverables, organizational process assets, project documents, and the project management plan; and communicating their disposition .1 Project management plan .2 Work performance reports .3 Change requests .4 Enterprise environmental factors .5 Organizational process assets .1 Expert judgment .2 Meetings .3 Change control tools .1 Approved change requests .2 Change log .3 Project management plan updates .4 Project documents updates
  • 62. Change Control Board (CCB) a formally chartered group responsible for reviewing, evaluating, approving, delaying, or rejecting changes to the project, and for recording and communicating such decisions. * Customer or sponsor approval may be required for certain change requests after CCB approval, unless they are part of the CCB.
  • 63. Configuration control • Configuration identification. Identification and selection of a configuration item to provide the basis for which the product configuration is defined and verified, products and documents are labeled, changes are managed, and accountability is maintained. • Configuration status accounting. Information is recorded and reported as to when appropriate data about the configuration item should be provided. This information includes a listing of approved configuration identification, status of proposed changes to the configuration, and the implementation status of approved changes. • Configuration verification and audit. Configuration verification and configuration audits ensure the composition of a project’s configuration items is correct and that corresponding changes are registered, assessed, approved, tracked, and correctly implemented. This ensures the functional requirements defined in the configuration documentation have been met.
  • 64. 4.5 Perform Integrated change control Inputs 1. Project management plan 2. Work performance reports 3. Change requests 4. Enterprise environmental factors 5. Organizational process assets
  • 65. 4.5 Perform Integrated change control:- Tools and Techniques:1. Expert judgment 2. Meetings 3. Change control tools
  • 66. 4.5 Perform Integrated change control:- Tools and Techniques:1. Expert jugement • Project management team’s expert judgment • Consultants, • Stakeholders, including customers or sponsors, Professional and technical associations, Industry groups, • Subject matter experts (SMEs), • Project management office (PMO).
  • 67. 4.5 Perform Integrated change control 1. Approved change requests 2. Change log 3. Project management plan updates 4. Project documents updates Outputs
  • 68. 4.5 Perform Integrated change control 1. Approved change requests CCB Outputs
  • 69. 4.5 Perform Integrated change control 2. Change log Outputs
  • 70. Q: Which input to the Direct and Manage Project Execution process contains the documented and authorized changes to adjust the scope of the project? A. Approved B. Approved C. C Approved D. Approved corrective actions preventive actions change requests defect repair
  • 71. 4.6 Close Project or Phase Closing Finalizing all activities across all of the Project Management Process Groups to formally complete the project or phase. .1 Project management plan .2 Accepted deliverables .3 Organizational process assets .1 Expert judgment .2 Analytical techniques .3 Meetings .1 Final product, service, or result transition .2 Organizational process assets updates
  • 72. 4.6 Close Project or Phase 1. Project management plan 2. Accepted deliverables 3. Organizational process assets Inputs
  • 73. 4.6 Close Project or Phase * The project manager reviews all prior information from the previous phase closures to ensure that all project work is completed and that the project has met its objectives. * The project manager reviews the scope baseline to ensure completion before considering the project closed. * Establishes the procedures to investigate and document the reasons for actions taken if a project is terminated before completion * In order to successfully achieve this, the project manager needs to engage all the proper stakeholders in the process
  • 74. 4.6 Close Project or Phase This includes all planned activities necessary for administrative closure of the project or phase, including step- by-step methodologies that address: 1. Actions and activities necessary to satisfy completion or exit criteria for the phase or project; 2. Actions and activities necessary to transfer the project’s products, services, or results to the next phase or to production and/or operations; and 3. Activities needed to collect project or phase records, audit project success or failure, gather lessons learned and archive project information for future use by the organization.
  • 75. 4.6 Close Project or Phase 1. Project management plan 2. Accepted deliverables 3. Organizational process assets Inputs
  • 76. 4.6 Close Project or Phase Inputs 3. Organizational process assets • Project or phase closure guidelines or requirements (e.g., administrative procedures, project audits, project evaluations, and transition criteria); and • Historical information and lessons learned knowledge base (e.g., project records and documents, all project closure information and documentation, information about both the results of previous project selection decisions and previous project performance information, and information from risk management activities).
  • 77. 4.6 Close Project or Phase:- Tools and Techniques:- 1. Expert judgment 2. Analytical techniques 3. Meetings
  • 78. 4.6 Close Project or Phase:- Tools and Techniques:1. Expert jugement • Other project managers within the organization, • Project management office (PMO), • Professional and technical associations.
  • 79. 4.6 Close Project or Phase:- Tools and Techniques:- 2. Analytical techniques • Regression analysis, • Trend analysis
  • 80. 4.6 Close Project or Phase:- Tools and Techniques:- 3. Meetings • Described in Section 4.3.2.3. Meetings may be face-to-face, virtual, formal, or informal. • This may include project team members and other stakeholders, involved in or affected by the project. • Types of meetings include, but are not limited to lessons learned, closeout, user group, and review meetings.
  • 81. 4.5 Perform Integrated change control 1. Final product, service, or result transition 2. Organizational process assets updates Outputs
  • 82. 4.5 Perform Integrated change control Outputs 2. Organizational process assets updates • Project files , e.g., project management plan; scope, cost, schedule, and project calendars; risk registers and other registers; change management documentation; planned risk response actions; and risk impact. • Project or phase closure documents: formal documentation that indicates completion of the project or phase and the transfer of the completed project or phase deliverables to others. PM reviews prior phase documentation, customer acceptance documentation, and the contract, to ensure that all project requirements are. If the project was terminated, the formal documentation indicates why the project was terminated and formalizes the procedures for the transfer of the finished and unfinished deliverables of the cancelled project to others. • Historical information : that has been recommended for use by future projects.
  • 83. Q: Project managers need to perform change control from the start through the end of the project. Which configuration management activity is not part of the Perform Integrated Change Control process? A. Configuration identification B. B Architecture configuration and control C. Configuration status accounting D. Configuration verification and auditing Configuration identification , Configuration status accounting, &Configuration verification and auditing interact all with change control management