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Notes on Integration Management

  • Project Charter
    • Developed based on information contained within the business case, benefits management plan, and agreement (contract with an external customer)
    • Output of the Develop Project Charter process
    • Formally authorizes the project, demonstrating the organizational commitment to the project and creating a formal record of the project
    • Signed by the sponsor and identifies the project manager (if known)
  • Project Management Plan
    • Output of the Develop Project Management Plan process
    • Ultimate “how-to” guide for the project, defining the basis of the project work and how it will be performed
    • Includes all the subsidiary plans. Subsidiary plans provide details around specific areas of the project. For example, the risk management plan details how project risk management will be defined, implemented, controlled, and evaluated for the project.
    • Includes the scope, schedule, and cost baselines. Once the project management plan is baselined, any changes would need to occur through the Perform Integrated Change Control process.
  • Deliverables
    • Output of the Direct and Manage Project Work process
    • Any unique and verifiable product or output from the project activities
    • Verified deliverables are an output of the Control Quality process
    • Accepted deliverables are an output of the Validate Scope process
  • Work Performance Data
    • Output of the Direct and Manage Project Work process
    • Raw data, observations and measurements generated by the project
    • Becomes a common input to the Monitor and Control processes
    • Once it is analyzed, it becomes work performance information, a common output
  • Change Control
    • Change requests are reviewed through the change control board (CCB).
    • Change requests include scope changes, updates, corrective actions, preventive actions, and defect repairs.
    • Scope changes are requests for different functionality or other changes to the project scope.
    • Updates are changes to formally controlled project documents, plans, etc.
    • Corrective actions are reactive requests to attempt to bring the project back into alignment with the project plan, typically related to the schedule or budget.
    • Preventive actions are proactive requests to attempt to reverse a negative trend associated with the project plan, typically related to the schedule or budget.
    • Defect repairs are requests to correct an error in the quality of a deliverable.
  • Administrative Closure
    • The actions to satisfy the completion or exit criteria such as updating all documents, confirming delivery and acceptance of the deliverables, ensuring all costs have been charged, personnel have been reassigned, and the final reports have been completed
    • The activities related to the completion of the contractual agreements such as, confirming the formal acceptance of the seller’s work, finalizing open claims, updating records, and archiving the information
    • Collecting project or phase records
    • Auditing success or failure
    • Managing knowledge sharing and transfer
    • Identifying lessons learned
    • Archiving project information
    • Transferring the product or service to the next phase or production
    • Measuring stakeholder satisfaction