CAPM Chapter 3: Project Integration Management

You develop the project charter based on two business documents:

1. Business case 2. Benefits management plan

Project closure accomplishes three main elements:

1. Completion of all the closing procedures. 2. Final acceptance of the project deliverables by the customer. 3. Handing over the deliverables to the appropriate party.

State the 7 Main Processes of Project Integration Management

1. Develop Project Charter 2. Develop Project Management Plan 3. Direct and Manage Project Work 4. Manage Project Knowledge 5. Monitor and Control Project Work 6. Perform Integrated Change Control 7. Close Project or Phase

What are the 3 main functions of directing and managing project work?

1. Execute the planned project activities to produce deliverables that meet project objectives. 2. Produce work performance data and change requests 3. Implement approved changes.

The lessons learned are the output of two processes:

1. Manage Project Knowledge 2. Close Project or Phase.

You monitor and control the project in an integrative way by using two processes:

1. Monitor and Control Project Work 2. Perform Integrated Change Control.

You develop the project management plan by taking what as inputs?

1. Project charter 2. Outputs of many other planning processes (subsidiary management plans)

State the major tools/technique of directing and managing project work

1. project management information system (PMIS)

Define project management plan

A document that consolidates all the subsidiary management plans (such as scope, schedule, risk management plans), and provides the basis of all the needed project work and how it will be performed.

Define Assumptions log + what is an assumption? + what is a constraint?

A document that contains assumptions and constraints for the project. - When the project starts, the assumptions log grows as lower-level assumptions are made due to a lack of details that affect cost estimate, schedule, plans, and so on An assumption is a factor that you consider to be true without definitive proof or verification. A constraint is a restriction (or limitation) that can affect performance of the project.

Define project charter

A document that formally authorizes the existence of a project and grants the project manager authority to apply organizational resources to project activities. - it contains the high-level project information, such as the project's purpose, objectives, and preapproved financial resources.

As a project manager, you manage project execution using the ___ process, which will generate ___ that must be processed through the ___ process that in turn sends approved ___ back to the ___ process for implementation

As a project manager, you manage project execution using the Direct and Manage Project Work process, which will generate change requests that must be processed through the Perform Integrated Change Control process that in turn sends approved change requests back to the Direct and Manage Project Work process for implementation.

Before going through project closure, the ___ must be checked for their scope through the Validate Scope process and accepted by the customer or sponsor.

Before going through project closure, the deliverables must be checked for their scope through the Validate Scope process and accepted by the customer or sponsor.

Change requests directly from ___ also must be processed though the Perform Integrated Change Control process

Change requests directly from stakeholders also must be processed though the Perform Integrated Change Control process

State the process, knowledge area, and process group: Inputs 1. Business documents 2. Project charter 3. Procurement documents 4. Agreements 5. Project management plan 6. Project documents 7. Accepted deliverable 8. Organizational process assets Tools/Techniques 1. Expert judgment 2. Data analysis 3. Meetings Outputs 1. Final project outcome transition 2. Final report 3. Updates: lessons learned register and other project documents, organizational process assets

Close project or phase - integration management - closing

Describe change control vs configuration control

Configuration control is mainly about deliverables and processes. - e.g. facilitating to identify, document, report, verify, and audit them. Change control is mainly about change - facilitating to identify, document, postpone, reject, approve, and track changes to deliverables, baselines, project documents, etc.

Describe the following decision-making techniques: Decision by Voting Autocratic Decision Making Multicriteria Decision Analysis

Decision by Voting Unanimous vote, majority vote, plurality vote, etc. Autocratic Decision Making One individual makes the decision instead of the entire group. Multicriteria Decision Analysis An analytic technique used to make a decision, where we have a set of predefined criteria, and we use a number of systematic analytical methods for evaluating decisions.

Close Project or Phase State the: - Definition - Knowledge Area - Process Group - When (once/at predefined points or throughout) - Major Output

Definition Finalizing all activities across the project or phase. Ensuring that: - all planned work is completed - the planned outcome has been delivered - the project or phase information is archived within the organization - team resources are released Knowledge Area Project Integration Management Process Group Closing When Once/at predefined points Major Output 1. Final product transition 2. Final project report

Monitor and Control Project Work State the: - Definition - Knowledge Area - Process Group - When (once/at predefined points or throughout) - Major Output

Definition The high-level process for monitoring and controlling the project's progress to ensure that the project is on its way to meeting the objectives laid out in the project management plan. - tracking, reviewing, and reporting the project progress. - you monitor by collecting data on or measuring some project aspect and assessing how the measurements and trends would affect project performance. - you control by determining change—e.g.; corrective or preventive actions or modifications to the plan—following up with action, and then checking whether the actions taken have resolved the problem Knowledge Area Project Integration Management Process Group Monitoring and Controlling When Throughout the project Major Output - Work performance reports - change requests

Develop Project Charter State the: - Definition - Knowledge Area - Process Group - When (once/at predefined points or throughout) - Major Output

Definition The process of creating a document - the project charter - that formally authorizes the existence of a project and grants the project manager authority to apply organizational resources to project activities. Knowledge Area Project Integration Management Process Group Initiating When Performed once/at predefined points Major Output Project Charter

Perform integrated Change Control State the: - Definition - Knowledge Area - Process Group - When (once/at predefined points or throughout) - Major Output

Definition The process of evaluating, rejecting, approving, and managing the implementation of change requests. Knowledge Area Project Integration Management Process Group Monitoring and Controlling When Throughout the project Major Output Approved change requests

Manage Project Knowledge State the: - Definition - Knowledge Area - Process Group - When (once/at predefined points or throughout) - Major Output

Definition The process of meeting project objectives and contributing to organizational knowledge by using existing knowledge and creating new knowledge. Knowledge Area Project Integration Management Process Group Executing When Throughout the project Major Output Lessons learned register

Direct and Manage Project Work State the: - Definition - Knowledge Area - Process Group - When (once/at predefined points or throughout) - Major Output

Definition The process of performing and managing the work defined and scheduled in the project management plan. - it is used to manage various technical and organizational interfaces in the project to facilitate smooth execution of the project work. Knowledge Area Project Integration Management Process Group Executing When Throughout the project Major Output - deliverables - work performance data - change requests

Develop Project Management Plan State the: - Definition - Knowledge Area - Process Group - When (once/at predefined points or throughout) - Major Output

Definition The process to define, prepare, coordinate, and integrate all subsidiary plans (such as scope and risk management plans) into one consolidated project management plan. Knowledge Area Project Integration Management Process Group Planning When Once/at predefined points Major Output Project management plan

State the process, knowledge area and process group: Inputs 1. Project charter 2. Outputs from other planning processes 3. Enterprise environmental factors 4. Organizational process assets Tools/Techniques 1. Expert judgment 2. Data gathering 3. Meetings 4. Interpersonal and team skills Output 1. Project management plan

Develop project management plan - integration management - planning

State the process, knowledge area, and process group Inputs 1. Business case 2. Benefit management plan 3. Agreements 4. Enterprise environmental factors 5. Organizational process assets Tools/Techniques 1. Expert judgment 2. Data gathering 3. Meetings 4. Interpersonal and team skills Outputs 1. Project charter 2. Assumptions log

Develop the Project Charter - integration management - initiating

State the different types of change requests

Direct Change Requests Changes that are not a result of any other action in the project. - e.g. changed market conditions are demanding a new product feature. indirect Change Requests Include the following: Defect Repairs A deliberate action to modify a nonconforming product component. Corrective Actions A deliberate action to bring the performance of the project work back on track and in line with the project management plan. Preventative Actions Directions to perform an activity so as to prevent something from happening in the future and to bring the performance of the project work back on track and in line with the project management plan. Updates Made as part of controlling a new or modified idea being implemented.

State the process, knowledge area and process group: Inputs 1. Project management plan 2. Project documents 3. Approved change requests 4. Enterprise environmental factors 5. Organizational process assets Tools/techniques 1. Expert judgment 2. Project management information systems 3. Meetings Outputs 1. Project deliverables 2. Project performance data 3. Issue log 4. Updates: Project management plan, Project documents, Organizational process assets

Direct and Manage Project Work - integration management - executing

How is the Perform Integrated Change Control process related to Direct and Manage Project Work process?

Direct and Manage Project Work outputs change requests, which are inputs to Perform Integrated Change Control. Perform Integrated Change Control process outputs approved change requests, which serve as an input to Direct and Manage Project Work.

Directing and managing project work also generates ___, which, after verification and validation, become input to the Close Project or Phase process.

Directing and managing project work also generates deliverables, which, after verification and validation, become input to the Close Project or Phase process.

___ involves managing various technical and organizational interfaces in the project to facilitate smooth execution of the project work

Directing and managing project work involves managing various technical and organizational interfaces in the project to facilitate smooth execution of the project work

Define project documents

Documents that are not included in the project management plan, but are still produced and used throughout the project lifecycle.

Executing a project means implementing the ___ developed during project planning.

Executing a project means implementing the project management plan developed during project planning.

What is the key benefit of Manage Project Knowledge?

Existing knowledge is used to carrying out project tasks. New knowledge is created or existing organizational knowledge is improved. Moreover, the created or improved knowledge is used in the organization's operations and in future projects or future phases of the current project

True or False: A project charter is a contract

False

Where are the project baselines located?

In the project management plan

ITTO for integration management Accepted deliverables

Input - close project or phase

ITTO for integration management Cost forecasts

Input - monitor and control project work

ITTO for integration management Project schedule forecasts

Input - monitor and control project work

ITTO for integration management Quality reports

Input - monitor and control project work

ITTO for integration management Risk report

Input - monitor and control project work

ITTO for integration management Benefits management plan

Input to develop project charter - the charter must clearly show the business need for the project and that the project objectives align with the organization's strategic objectives. Input - close project or phase - benefits management plan verifies if the expected benefits would still justify the project that has been executed

ITTO for integration management Agreements

Input to develop project charter - the contract may provide key information required for the charter, such as customer-side stakeholders and payment terms Input - close project or phase - verifies the fulfillment of procurement and agreements to close contracts

ITTO for integration management Business case

Input to develop project charter. - the charter must clearly show the business need for the project and that the project objectives align with the organization's strategic objectives. Input - close project or phase - business case verifies deliverables are aligned with business need

It is the ___'s responsibility to manage all the changes to a project.

It is the project manager's responsibility to manage all the changes to a project. - depending on the project, the authority to determine whether change requests be deferred, rejected, or approved might lie with the sponsor or change control board (CBB)

State the process, knowledge area, and process group Inputs 1. Project management plan 2. Project documents 3. Project deliverable 4. Enterprise environmental factors 5. Organizational process assets Tools/Techniques 1. Expert judgment 2. Information management 3. Knowledge management 4. Interpersonal and team skills Outputs 1. Lessons learned register 2. Updates: project management plan, organizational process assets

Manage project knowledge - integration management - executing

State the process, knowledge area, and process group: Inputs 1. Project management plan 2. Project documents 3. Work performance data 4. Agreements 5. Enterprise environmental factors 6. Organizational process assets Tools/Techniques 1. Expert judgment 2. Data analysis 3. Decision making 4. Meetings Outputs 1. Work performance reports 2. Change requests 3. Updates: project management plan, project documents, organizational process assets

Monitor and Control Project Work - integration management - monitoring and controlling

How is the Monitor and Control Project Work process related to the Perform Integrated Change Control process?

Monitor and Control Project Work processes output change requests which serve as inputs to the Perform Integrated Change Control process. Monitor and Control Project Work also outputs performance reports, which are inputs to perform integrated change control process

Only the ___ change requests should be implemented, i.e., processed, through the Direct and Manage Project Work process.

Only the approved change requests should be implemented, i.e., processed, through the Direct and Manage Project Work process.

ITTO for integration management Project charter

Output develop project charter Input - close project or phase - project charter has success criteria that will be used for closing the project

ITTO integration management Final Project Outcome Transition

Output - close project or phase - the project outcome— i.e., product, service, or results—has been delivered and transitioned (handed over) to the appropriate party to maintain and support it throughout its lifecycle.

ITTO integration management Final report

Output - close project or phase This presents a brief review and summary of different project aspects in the context of project performance

ITTO for integration management Issue log

Output - direct and manage project work

ITTO for integration management Deliverables

Output - direct and manage project work Input - monitor and control project work

ITTO for integration management Work performance data

Output - direct and manage project work Input - monitor and control project work

ITTO for integration management Change requests

Output - direct and manage project work Output - monitor and control project work Input - perform integrated change control

ITTO for integration management Lessons learned register

Output - manage project knowledge

ITTO for integration management Work performance reports

Output - monitor and control project work

ITTO for integration management Assumptions log

Output of develop project charter

State the process, knowledge area and process group: Inputs 1. Project management plan 2. Project documents 3. Work performance reports 4. Change requests 5. Enterprise environmental factors 6. Organizational process assets Tools/techniques 1. Expert judgment 2. Change control 3. Data analysis 4. Decision making 5. Meetings Outputs 1. Approved change requests 2. Updates: project management plan, project documents

Perform integrated change control - integration management - monitoring and controlling

What are the primary inputs and primary outputs of closing project or phase?

Primary Inputs 1. Accepted deliverables 2. Business documents (business case, benefits management plan) 3. Project charter (success criteria) Primary Outputs 1. Final project outcome 2. Final report

State the primary inputs and primary outputs of developing project management plan

Primary Inputs 1. Project charter 2. Subsidiary management plans Primary Outputs Project management plan

What are the primary inputs and primary outputs of managing project knowledge?

Primary Inputs 1. Project management plan 2. Project documents 3. Project deliverables Primary outputs 1. Lessons learned register

What are the primary inputs and primary outputs of performing integrated change control?

Primary Inputs 1. Work performance reports 2. Change requests Primary Outputs 1. Approved change requests

State the primary inputs and primary outputs of Develop Project Charter

Primary Inputs 1. business case 2. benefits management plan 3. agreements Primary outputs 1. project charter 2. assumptions log

State the primary inputs and primary outputs of directing and managing project work

Primary Inputs 1. project management plan 2. approved change requests Primary Outputs 1. project deliverables 2. work performance data 3. change requests

What are the primary inputs and primary outputs of monitor and control project work?

Primary inputs 1. project management plan 2. work performance data Primary outputs 1. work performance reports 2. change requests

Describe which document this is: Project Purpose and Justification High-level Project Description High-level Project Requirements. Project Objectives and Success Criteria High-level Risks Milestone Schedule A Budget Summary Project Manager Project Sponsor Project Exit Criteria Project Approval and Acceptance Requirements

Project charter

Q1. Name the processes used to generate: a. Lessons learned register b. Lessons learned Q2. For what do we need data analysis during the Close Project process?

Q1. a. Manage project knowledge b. Manage project knowledge, Close project or phase Q2. Data-analysis techniques could be used to analyze the documents, prepare final report, and learn lessons. - e.g. document analysis can be used to obtain or extract information from documents and archive them for future projects. - e.g. regression analysis is used to determine the relationship between different project variables impacting the project outcome

Q1. What is the first process you perform in managing a project? Q2. What do you need before you can begin initiating your project?

Q1. Developing Project Charter Q2. The inputs to the Develop Project Charter process: - business case - benefits management plan - agreements

Q1. True or false: It is the responsibility of the project manager to develop the project charter. Q2. True or false: A project charter is a contract between the performing entity and the entity for which it's being performed. Q3. Which process project document interfaces the project with the organization's strategy?

Q1. False - it is the project sponsor's responsibility - the project manager officially does not even exist when the develop project charter process is started Q2. False - the project charter is not a contract because no money is involved Q3. The project charter

Q1. Many processes in the monitoring and controlling process group generate change requests. Name the process in this process group that is used to approve or reject the change requests. Q2. Name the processes and other sources that can generate the change requests.

Q1. Perform integrated Change Control Q2. - Direct and Manage Project Work - Monitor and Control Project Work - other processes in the monitor and control process group - directly from stakeholders

Q1. The performance of a project is measured against which planning element? Q2. Can you name four baselines?

Q1. Performance baselines Q2. Scope, schedule, cost, and performance baselines

How is the Close Project or Phase process related to the Develop Project Charter process?

The Close Project or Phase process takes the project charter, an output from the Develop Project Charter process, as an input.

How is the Develop Project Charter process and Develop Project Management Plan process related?

The Develop Project Charter process outputs the project charter, which serves as an input to the Develop Project Management Plan process.

The Direct and Manage Project Work process also produces ___ that is used by the Monitor and Control Project Work process to generate performance reports and more change requests.

The Direct and Manage Project Work process also produces work performance data that is used by the Monitor and Control Project Work process to generate performance reports and more change requests

How is the Direct and Manage Project Work process related to the Manage Project Knowledge process and Close Project or Phase process?

The Direct and Manage Project Work process outputs deliverables, which are inputs to Manage Project Knowledge process and Close Project or Phase process after they are verified and accepted.

How is the Direct and Manage Project Work process related to the Monitor and Control Project Work process?

The Direct and Manage Project Work process outputs work performance data, which becomes an input item to the Monitor and Control Project Work process

The change requests come from any monitor and change process or directly from stakeholders, but they must be processed through the ___ process.

The change requests come from any monitor and change process or directly from stakeholders, but they must be processed through the Perform Integrated Change Control process

The execution of the project is managed in an integrated way by performing the process called ___, a high-level umbrella process for the executing stage, which generates the project deliverables.

The execution of the project is managed in an integrated way by performing the process called Direct and Manage Project Work, a high-level umbrella process for the executing stage, which generates the project deliverables.

Define Project Integration Management

The processes used to define, identify, coordinate, and integrate various activities and processes within each project management process group.

Which document provides high-level requirements of the project?

The project charter

Which document provides the success criteria for the project?

The project charter

How is the Develop Project Management Plan process related to the five other processes of integration management? - Direct and Manage Project Work, Monitor and Control Project Work, Perform Integrated Change Control, Manage Project Knowledge, and Close Project or Phase

The project management plan becomes an input to all of the five other processes of integration management.

The ___ becomes an input to all other integration processes (except for developing project charter)

The project management plan becomes an input to all other integration processes - except for developing project charter

___ is the individual who manages project closure.

The project manager is the individual who manages project closure.

Describe: Interviews Focus Groups Brainstorming

They are data gathering techniques Interviews One-on-one conversations with experts or stakeholders. Focus groups Bringing together an appropriate set of stakeholders and experts on any relevant topic to gather opinions. Brainstorming A group effort to generate a large volume of ideas without judgment. - usually led by a facilitator, then ideas are grouped and evaluated later.

What is the overall goal of the monitor and control project work process?

To make sure that the project remains aligned with the organization's business need from which it originated.

ITTO for integration management Checklist

Tool/technique - develop project management plan - a list of items or information to include in the project management plan - while developing the plan you check against the list to verify that each item in the list has been included

ITTO for integration management Project management information system (PMIS)

Tool/technique - direct and manage project work

ITTO for integration management Information management

Tool/technique - manage project knowledge

ITTO for integration management Knowledge management

Tool/technique - manage project knowledge

ITTO for integration management Change control tools

Tool/technique - perform integrated change control - they are manual or automated tools for both configuration control and change control.

___ are the main inputs into developing the project charter, which acts as an interface or link between project objectives and the organization's strategic objectives

Two business documents, business case and benefit management plan, are the main inputs into developing the project charter, which acts as an interface or link between project objectives and the organization's strategic objectives

ITTO for integration management Approved change requests

input - direct and manage project work Output - perform integrated change control

Which knowledge area is the only knowledge area to have processes in every process group; i.e. in all stages of the project lifecycle?

integration management

All the individual monitor and control processes, such as monitor risk, control quality, and control schedule, can generate ___, which must be processed through the integrated change control process, in which each of these will be deferred, rejected, or approved.

• All the individual monitor and control processes, such as monitor risk, control quality, and control schedule, can generate change requests, which must be processed through the integrated change control process, in which each of these will be deferred, rejected, or approved.

• The two major output items of the Direct and Manage Project work process are ___ and ___, sometimes also wrongly called performance information.

• The two major output items of the Direct and Manage Project work process are project deliverables and work performance data, sometimes also wrongly called performance information.