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PMI North Area PMP Exam Study Group

PMI North Area PMP Exam Study Group . Integration Management Presentation Prepared by Denise Robertson 22 March 2003. Roles and Responsibilities. Project Manager is integrator Team members’ responsibility to complete tasks, activities, and work packages.

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PMI North Area PMP Exam Study Group

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  1. PMI North Area PMP Exam Study Group Integration Management Presentation Prepared by Denise Robertson 22 March 2003 Information derived or quoted from from PMI, Mulcahy, and Looking Glass Development's PMP Exam Prep Materials

  2. Roles and Responsibilities • Project Manager is integrator • Team members’ responsibility to complete tasks, activities, and work packages. • Sponsor or senior management’s responsibility to protect project from changes and loss of resources. Information derived or quoted from from PMI, Mulcahy, and Looking Glass Development's PMP Exam Prep Materials

  3. Project Plan Execution • Includes all efforts necessary to achieve work results and identify change requests. • PM must assume guiding proactive role constantly referring back to project plan. • Execution activities are not planning activities. Information derived or quoted from from PMI, Mulcahy, and Looking Glass Development's PMP Exam Prep Materials

  4. Implementing project plan Completing work packages Achieving work results Committing project resources Managing progress Taking preventative actions Soft skill application (guiding, assisting communicating, leading negotiating, etc.) Authorizing work using work authorization system Monitoring progress against baseline Taking corrective action Holding team meetings acquiring info with PMIS Monitoring progress against baseline Taking corrective action Holding team meetings acquiring info with PMIS Managing by exception to project plan Identifying changes to be handled in ICC Project Plan Execution Activities Information derived or quoted from from PMI, Mulcahy, and Looking Glass Development's PMP Exam Prep Materials

  5. Integrated Change Control • Major component of control phase focusing on: • Meeting performance baselines • Making changes • Coordinating changes across knowledge areas • NB: Many activities performed during the control phase of the project are NOT part of Integrated Change Control: see Mulcahy text. Information derived or quoted from from PMI, Mulcahy, and Looking Glass Development's PMP Exam Prep Materials

  6. Project Plan Development • To develop a plan that is bought-into, approved, realistic and formal, the project manager must perform activities characterized by: • Having a project plan methodology • Keeping stakeholders and resource managers in the loop with • Meetings • Schedule approval • Performing and acting on analysis of risks and impacts • Performing financial analysis • Crashing, fast tracking, presenting options to management • Setting up control plan including EVM system and PMIS Information derived or quoted from from PMI, Mulcahy, and Looking Glass Development's PMP Exam Prep Materials

  7. Project Plan • A project plan is a multi-page document created by the project manager based on input from the team and stakeholders that includes: Information derived or quoted from from PMI, Mulcahy, and Looking Glass Development's PMP Exam Prep Materials

  8. Corrective (Pro)Action • Any actions done to bring expected future project performance in line with project plan • Accomplished by measuring performance and identifying root cause of variation • Root cause analysis • Schedule recovery • Cost recovery • Changes to risk • Changes to quality • Input to project plan execution • Output from ICC and all control processes Information derived or quoted from from PMI, Mulcahy, and Looking Glass Development's PMP Exam Prep Materials

  9. Tasks WBS Reports Estimates Project plans Lessons learned Benchmarks Risks Resources needed Correspondence Hysterical Database Historical information is used to plan and manage future projects thus improving project management. Such data or information includes: Information derived or quoted from from PMI, Mulcahy, and Looking Glass Development's PMP Exam Prep Materials

  10. Project Plan Updates • Output from Integrated Change Control • Result of controlling project to project plan • Requires a plan to exist to be controlled and for formal updates • Project plan is progressively elaborated even though PM will try to finalize during planning. Information derived or quoted from from PMI, Mulcahy, and Looking Glass Development's PMP Exam Prep Materials

  11. Lessons Learned • What was done right, wrong and would have been done differently: • Technically • Project Management • Management Information derived or quoted from from PMI, Mulcahy, and Looking Glass Development's PMP Exam Prep Materials

  12. Constraints • Factors that may limit the project team’s options • Organizational structure of performing organization • Collective bargaining agreements • Preferences of the project management team • Expected staff assignments • Cost • Time Information derived or quoted from from PMI, Mulcahy, and Looking Glass Development's PMP Exam Prep Materials

  13. Baseline • Original project plan with approved changes • Used to monitor progress of project • Basis of comparison for forecasts of final cost and schedule • May be changed by formal mechanisms with accompanying documentation Information derived or quoted from from PMI, Mulcahy, and Looking Glass Development's PMP Exam Prep Materials

  14. Change Control System • Collection of formal documented procedures, paperwork, tracking systems and approval levels for authorizing changes. • Plan for how changes will be managed • CCB creation • Hard procedures • Soft management practices Information derived or quoted from from PMI, Mulcahy, and Looking Glass Development's PMP Exam Prep Materials

  15. Change Control Board • Reviews change requests to determine if additional analysis is warranted • Approves and rejects changes • May include: • PM • Customer • Experts • Sponsor • Others Information derived or quoted from from PMI, Mulcahy, and Looking Glass Development's PMP Exam Prep Materials

  16. Kickoff Meeting • Communications and coordination meeting of all parties to project: • Customers • Sellers • Project team • Senior management • Agencies • Functional management • Sponsor • End of planning phase before beginning work on project • Topics: • Introductions • Review of risks • Communications plan • Meeting schedule Information derived or quoted from from PMI, Mulcahy, and Looking Glass Development's PMP Exam Prep Materials

  17. Project Plan Approval • Signatures from management, stakeholders and the project team are required as formal approval. • Project cannot effectively start without formal approval. • If stakeholder needs and objectives have been identified in advance, it should be less difficult to obtain signatures… really. Information derived or quoted from from PMI, Mulcahy, and Looking Glass Development's PMP Exam Prep Materials

  18. Work Authorization System • Formal procedure for sanctioning project work ensuring work is done • At right time • in right sequence • Controls gold plating • Defines tasks • May take form of WBS dictionary Information derived or quoted from from PMI, Mulcahy, and Looking Glass Development's PMP Exam Prep Materials

  19. Change Requests • Formal documents submitted by anyone on project after project plan is approved • Identified in project plan execution • Handled in integrated change control Information derived or quoted from from PMI, Mulcahy, and Looking Glass Development's PMP Exam Prep Materials

  20. Configuration Management • Rigorous change management as it relates to scope • Any documented procedure used to apply technical and administrative direction and surveillance to: • ID and document functional and physical characteristics of an item or system • Control any changes to such characteristics • Record and report change and its implementation status • Audit the items and system to verify conformance to requirements Information derived or quoted from from PMI, Mulcahy, and Looking Glass Development's PMP Exam Prep Materials

  21. Project Management Information System (PMIS) • System set up in advance to keep PM informed of the status of all project tasks • May consist of: • Automatic tools • Manual tools • Reporting • Meetings • Oral inquiries • Gantt charts Information derived or quoted from from PMI, Mulcahy, and Looking Glass Development's PMP Exam Prep Materials

  22. EVM • Earned Value Management is a technique used to integrate the • Project scope • Schedule • Resources • Measure and report project performance Information derived or quoted from from PMI, Mulcahy, and Looking Glass Development's PMP Exam Prep Materials

  23. Project Planning Methodology • Company standard procedures, forms, and guidelines for planning projects… that everybody uses… really. Information derived or quoted from from PMI, Mulcahy, and Looking Glass Development's PMP Exam Prep Materials

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