Lecture 04 : Project Integration Management (1/21)

Contents

1. D e v e l o p P r o j e c t C h a r t e r

2. D e v e l o p P r o j e c t M a n a g e m e n t P l a n

3. D i r e c t a n d M a n a g e E x e c u t i o n

4. M o n i t o r a n d C o n t r o l P r o j e c t W o r k

5. P e r f o r m I n t e g r a t e d C h a n g e C o n t r o l

6. C l o s e p r o j e c t o r P h a s e

PMP Lectures Prepared By: Eng. Mohamed ElSaadany

 Lecture 04 : Project Integration Management (2/21)
1.Develop Project Charter (Initiation)

I N T E G R A T I O N
4.1 Develop Project Charter

Inputs :
 Project Statement of Work‫ب يان مختصر ب ا ألعما ل‬
 Business Case ‫دراسة ل لحا لة ا لتجارية من احتياجاتا لسوقو ا لعمالء‬
 Agreements)‫ا التفاقات( ف يحا لة ت نفيذ ا لمشروع ل عميلخارجي‬
 Enterprise Environmental Factors ‫ا لع واملا لبيئية ا لمؤثرة ف يا لمشروع‬
 Organizational Process Assets ‫أصولا لعملية ا لتنظيمية‬
Tools and Techniques :
 Expert Judgment )‫ ا لخ‬... ‫ اقسام داخلا لشركة‬, ‫ن اتحاداتا لمهنية‬, ‫رأيا لخبراء (مستشارو‬
 Facilitation Techniques‫أسا ليبت يسير ا ألعما ل‬
Outputs :
 Project Charter ‫وثيقة ت أسيس ا لمشروع‬

PMP Lectures Prepared By: Eng. Mohamed ElSaadany

 Lecture 04 : Project Integration Management (3/21)
1.Develop Project Charter (Initiation)

Project Charter : ‫وثيقة ت أسيسا لمشروع‬

Charter Contents:

 Business Case ( Business need + cost-benefit analysis)

 High level requirements

 Project statement of work (SOW)

 Stakeholders and their requirements

 Summary schedule and budget

 High level risks

 Project Manager Name and Authority

 Sponsor Name & Signature

PMP Lectures Prepared By: Eng. Mohamed ElSaadany
 Lecture 04 : Project Integration Management (4/21)
1.Develop Project Charter (Initiation)

Charter Function :
 Formal Authorization of project
 May created by project manager but issued by sponsor
 Assign project manager and give him authority
 Link project to organization strategic plan

Business Case:
 It proves to top management why the project is worthwhile.
 Usually created because of:
 Market demand
 Organizational Need
 Customer Request
 Technology Improvement
PMP Lectures Prepared By: Eng. Mohamed ElSaadany
 Lecture 04 : Project Integration Management (5/21)
1.Develop Project Charter (Initiation)

Project Statement of work (SOW) :

 Created by customer / sponsor to describe their needs and product scope.
 Further defined when planning scope. ‫ب يان مجملل العما لي تم ت فصيله عند ت خطيط‬
‫ا لنطاق‬
Project Selection Methods:
 Net Present value (NPV): It’s the present value of (the total benefits minus
the costs). We are looking for the higher value.
 Internal Rate of return (IRR): This is the rate at which projects revenues and
costs are equal. A higher rate is most desirable.
 Payback Period : The length of time for an organization to recover its
investment and make profit.
 Cost Benefit Ratio: It’s a comparison of project expected cost and the
potential benefits it can bring in. We are looking for the least ratio.
Not that the benefit cost ratio is the opposite to this ratio.

PMP Lectures Prepared By: Eng. Mohamed ElSaadany

 Lecture 04 : Project Integration Management (6/21)
1.Develop Project Charter (Initiation)

Other Definitions :

 The law of diminishing returns: At a certain point increased resources will

not result in proportional results.

 Opportunity Cost: The value lost by selecting one project over another.

 Sunk Cost : Expended costs that is already spent, it should not be

respected when deciding to complete or stop the project

 Working capital ‫ = رأسا لما لا لع امل‬Current Assets‫ ا ألصولا لجارية‬- Current liabilities ‫ا لخصوم‬ )

PMP Lectures Prepared By: Eng. Mohamed ElSaadany

 Lecture 04 : Project Integration Management (7/21)
2.Develop Project Management Plan (Planning)

I N T E G R A T I O N Project Management Plan Contents

4.2 Develop
Project Management Plan 1. Processes, life cycles, tools and
Inputs : techniques that will be used.
 Project Charter 2. Management plan for each knowledge
 Output from other Process area (Scope, time, cost, HR, quality,
 Enterprise Environmental Factors risk, communication, procurement).
 Organizational Process Assets 3. Performance Measurement Baseline
Tools and Techniques : (Scope, time, and cost baseline).
 Expert Judgment 4. Requirement Management Plan
 Facilitation Techniques 5. Process Improvement Plan
Outputs : 6. Configuration Management Plan
 Project Management Plan 7. Change Management Plan

PMP Lectures Prepared By: Eng. Mohamed ElSaadany

 Lecture 04 : Project Integration Management (8/21)
2.Develop Project Management Plan (Planning)

Performance Measurement Baseline ‫خط اساس(مرجعية) ل قياسا الداء‬

 Consist of : Scope Baseline + Time Baseline + Cost Baseline
 Project Manager will look for deviation from baseline ( to make adjustment
or changes). ‫مدير ا لمشروع ي راقبانحرافا الداء عن ا لخطة ا الساسية‬
 Deviation from baseline are often due to incomplete risk management.

Requirements Management Plan‫خطة ادارة ا لمتطلبات‬

 How requirements will be identified, managed, and controlled
) 2‫ متر‬500 ‫ انشاء مبنى دورين بمسطح‬: ‫كيفية ادارة المتطلبات ( المتطلبات تكون مجملة مثال‬

Process Improvement Plan

 Planning efforts to improve processes is a part of project management.
‫ و تتضمن‬, ‫يجب على مدير المشروع باستمرار ان يدرس تطوير و تحسين العمليات المستخدمة بالمشروع‬
.‫ و سيتم تفصيل ذلك في عملية تخطيط الجودة‬, ‫ الخ‬.. ‫ قياسات العملية‬,‫ شكل العملية‬,‫حدود العملية‬
PMP Lectures Prepared By: Eng. Mohamed ElSaadany
 Lecture 04 : Project Integration Management (9/21)
2.Develop Project Management Plan (Planning)

Configuration Management Plan ‫خطة ادارة ا لتهيئة‬

 It defines how you manage changes to the products and processes and
altered documentation.
 How you will make every one updated with the latest version of project
management plan components .

Configuration Management System ‫ن ظام ادارة ا لتهيئة‬

 Tools, processes, and procedures for configuration management
 Part of PMIS (Project Management Information System)
 May include change management system. ‫من ا لممكن ان ي تضمن معه ن ظام ادارة ا لتغيير‬

PMP Lectures Prepared By: Eng. Mohamed ElSaadany

 Lecture 04 : Project Integration Management (10/21)
2.Develop Project Management Plan (Planning)

Change Management Plan ‫خطة ادارة ا لتغيير‬

 How changes will be managed and controlled ‫ك يفية ادارة و مراقبة ا لتغيير‬
 Procedures (Who / How) ‫ا الجراءاتو ا آل لياتل لتغيير و ت تضمن ا الشخاص و ا لكيفية‬
 Approval Level for authorizing ) ‫مستوى ا لموافقة ا لمطلوب( من هو ص احبا لصالحية‬
 Change control board ‫ل جنة مراقبة ا لتغيير‬
 Tools to track / control changes ‫ا لنظام ا لذيس وفي ستخدم ل متابع ة ا لتغيير‬

Change Control System ‫ن ظام ادارة ا لتغيير‬

 Forms, reports, processes, Procedures, software. ‫ا لنظام ا لكاملل مراقبة ا لتغيير‬

Project Management Plan Approval ‫اعتماد خطة ادارة ا لمشروع‬

 Must receive formal approval. Project or phase cannot start without this
approval ‫ ا لمرحلة‬/ ‫ال بد من ا العتماد ا لرسميل خطة ادارة ا لمشاريع ق بلا لبدء ف ياعما لا لمشروع‬
 Kickoff meeting comes after PM Plan approval
PMP Lectures Prepared By: Eng. Mohamed ElSaadany
 Lecture 04 : Project Integration Management (11/21)
3.Direct and Manage Execution (Execution)

I N T E G R A T I O N
4.3 Direct and Manage Execution
Inputs :
 Project Management Plan ‫خطة ادارة ا لمشروع‬
 Approved Change Requests ‫اوامر ا لتغيير ا لمعتمدة‬
 Enterprise Environmental Factors ‫ا لع واملا لبيئية ا لمؤثرة ف يا لمشروع‬
 Organizational Process Assets ‫أصولا لعملية ا لتنظيمية‬
Tools and Techniques :
 Expert Judgment ‫رأيا لخبراء‬
 Project Management Info. System ‫ا لنظام ا لمعلوماتيال دارة ا لمشروع‬
 Meetings‫ا لمقابالت‬
Outputs :
 Deliverables ‫ا لنواتج‬
 Work Performance Data‫ب ياناتأداء ا لعمل‬
 Change Requests ‫طلباتا لتغيير‬
 Project Management Plan Updates ‫طلباتا لتغيير‬
 Project Documents Updates ‫ت حديثمستنداتا لمشروع‬

PMP Lectures Prepared By: Eng. Mohamed ElSaadany

 Lecture 04 : Project Integration Management (12/21)
3.Direct and Manage Execution (Execution)
Direct and Manage Execution:
 Complete activities & deliverables in PM Plan ‫انجاز ا لمخرجاتو ا ألنشطة ب ا لخطة‬
 Request changes ) ‫طلباجراء ت غيير ( عند ا لحاجة ل ذلك‬
 Complete work of approved change requests ‫انجاز أعما لا لتغيير ا لمعتمدة‬
Ensure Common Understanding : ‫ا لتأكد من وجود ف هم عام ل لمشروع‬
 All stakeholders has the latest PM plan. ‫اصحابا لمصلحة معهم آخر اصدار من ا لخطة‬
 Team understand next month schedule ‫ا لفريقي تفهم جدولا لشهر ا لقادم‬
 Senior management read reports ‫ا الدارة ا لعليا ت طلع على ا لتقارير ا لتيت صلا ليهم‬
Ensure Being of service: )‫ا لتأكد ان ا لجميع ف يا لخدمة (مستع دون ل لعمل و متفهمون ل لمشروع‬
 Let team know about what will affect them and assist team solving problems

Why Ensure Common Understanding & Being of service:

 This the project manager’s job
 This will prevent problems, decrease time, and decrease cost.
PMP Lectures Prepared By: Eng. Mohamed ElSaadany
 Lecture 04 : Project Integration Management (13/21)
4.Monitor and Control Work (M/C)

I N T E G R A T I O N
4.4 Monitor and Control Project Work
Inputs :
 Project Management Plan  Schedule Forecasts
 Work Performance Information  Cost Forecasts
 Enterprise Environmental Factors  Validated Changes
 Organizational Process Assets
Tools and Techniques :
 Expert Judgment
 Analytical Techniques
 Project Management Information System
 Meetings
Outputs :
 Change Requests
 Work Performance Reports
 Project Management Plan Updates
 Project Document Updates
PMP Lectures Prepared By: Eng. Mohamed ElSaadany
 Lecture 04 : Project Integration Management (14/21)
4.Monitor and Control Work (M/C)

Monitor and Control Project Work :

 Compare actual performance against plan ‫مقارنة ا ألعما لا لمنفذة مع ا لخطة‬
 Assess performance and recommend actions‫ت قييم ا الداء و ت قديم ت وصيات‬
 Tracking, monitor and control risks ‫مراقبة و متابع ة ا لمخاطر‬
 Maintain accurate and timely information base ‫ا لتأكد من وجود ب ياناتدقيقة وفيوقتها‬
 Provide forecasts for time and cost ‫ت وقع ا لميزانية و ا لمدة ا لنهائية ل لمشروع‬
 Monitor implementation of approved changes ‫مراقبة ت نفيذ ا لتغييراتا لمعتمدة‬

Change Request : ‫طلبت غيير‬

 Change request is output of this process ‫ي ع د طلبا لتغيير من مخرجاتهذه ا لعملية‬
 Change request is output for all processes in monitor and control process
group. ‫ي ع د طلبا لتغيير من مخرجاتجميع ا لعملياتف يمرحلة ا لمراقبة و ا لتحكم‬
 Change request could be (1)Corrective Action, (2)Preventive Action, or
(3)Defect Repair.‫ق د ي كون امر ا لتغيير اجراء ت صحيحياو اجراء وقائياو مع ا لجة عيوب‬
PMP Lectures Prepared By: Eng. Mohamed ElSaadany
 Lecture 04 : Project Integration Management (15/21)
4.Monitor and Control Work (M/C)

(1) Corrective Action :‫ا الجراء ا لتصحيحي‬

 Bring expected future performance inline with project management plan.
‫ت صحيح ا الوضاع ا لحا لية حتى ي تماشى ا الداء ب ع د ذلك مع ا لخطة‬
 Before taking corrective action : Focus attention, measure vs. plan, and look
for problems rather than wait for them .
‫ اكتشف المشاكل بدال من انتظارها‬, ‫ القياس بالنسبة للخطة‬, ‫ تركيز االنتباه‬: ‫قبل االجراء التصحيحي‬
 After corrective action : Measure to evaluate corrective action effectiveness,
determine the need for recommending further corrective action.
‫ و هل يلزم القيام باجراءات تصحيحية اخرى‬, ‫ القياس لتحديد مدى تأثير االجراء التصحيحي‬
 Resulted changes : If corrective action would make change should be
reviewed and approved as a part of Integrated Change Control process.
‫في حالة ان االجراءات التصحيحية سوف تتسبب في احداث تغييرات فيجب المراجعة و االعتماد من خالل‬
‫عملية تنفيذ المراقبة الكاملة للتغيير‬

PMP Lectures Prepared By: Eng. Mohamed ElSaadany

 Lecture 04 : Project Integration Management (16/21)
4.Monitor and Control Work (M/C)

(2) Preventive Action :‫ا الجراء ا لوقائي‬

 Deals with anticipated or possible deviation from baseline
‫االجراء الوقائي يتم اتخاذه للتأثير على احتمالية حدوث نتائج سلبية متعلقة بمخاطر المشروع‬
 Examples :
• Prevent same problem from occurring again ‫منع احد ا لمشاكلمن ا لتكرار‬
• Change resource because resource’s last activity failed
‫تغيير احد الموارد (موظف – ماكينة ) بسب فشل آخر نشاط قام به هذا المورد‬
• Training for team members to backup a team member who may get sick
‫تدريب احد اعضاء الفريق ليتمكن من تغطية موظف قد يمرض‬

(3) Defect Repair :

 This activity is necessary when a component of project does not meet
specifications ( another word of rework).
‫اعادة عمل جزء من المشروع بسبب عدم مطابقته للمواصفات‬
PMP Lectures Prepared By: Eng. Mohamed ElSaadany
 Lecture 04 : Project Integration Management (17/21)
5.Perform Integrated Change Control (M/C)

I N T E G R A T I O N
4.5 Perform Integrated Change Control

Inputs :
 Project Management Plan ‫خطة ادارة ا لمشروع‬
 Work Performance Reports‫معلوماتاداء ا لعمل‬
 Change request ‫طلباتا لتغيير‬
 Enterprise Environmental Factors ‫ا لع واملا لبيئية ا لمؤثرة ف يا لمشروع‬
 Organizational Process Assets ‫أصولا لعملية ا لتنظيمية‬
Tools and Techniques :
 Expert Judgment ‫رأيا لخبراء‬
 Meetings‫ا الجتماعات‬
 Change Control Tools ‫أدواتا لتحكم ف يا لتغيير‬
Outputs :
 Approved Change Requests ‫طلباتا لتغيير ا لمعتمدة‬
 Change Log ‫س جلا لتغيير‬
 Project Management Plan Updates ‫ت حديثخطة ادارة ا لمشروع‬
 Project Document Updates ‫ت حديثمستنداتا لمشروع‬

PMP Lectures Prepared By: Eng. Mohamed ElSaadany

 Lecture 04 : Project Integration Management (18/21)
5.Perform Integrated Change Control (M/C)

Change Request

• Change request is a documented calls for changing, adding, or deleting to

the project scope.

Change Control Board (CCB) :‫ل جنة مراقبة ا لتغييرات‬

• Responsible for review and analyze change request then approve or reject.

• May include project manager, customer, expert, sponsor.

• If the sponsor is not included in CCB, you may need to have final approval

fro the project sponsor.

PMP Lectures Prepared By: Eng. Mohamed ElSaadany

 Lecture 04 : Project Integration Management (19/21)
5.Perform Integrated Change Control (M/C)

Process of Making Changes :‫خطواتعمل ا لتغييرات‬

1. Prevent root cause of changes
2. Identify early to decrease impact
3. Look at change impact
4. Create change request
5. Perform integrated change control
i. Assess change (within charter)
ii.Look for options to minimize effects
iii.Approval from CCB (sometimes by PM when not affecting plan,
charter, scope, contract)
iv.Update status in change control system
6. Adjust PM plan, Project Documents, and baseline
7. Communicate change to affected stakeholders
8. Manage the project to the revised PM plan and project documents
PMP Lectures Prepared By: Eng. Mohamed ElSaadany
 Lecture 04 : Project Integration Management (20/21)
6.Close Project or Phase (Closing)

I N T E G R A T I O N
4.6 Close Project or Phase
Inputs :
 Project Management Plan ‫خطة ادارة ا لمشروع‬
 Accepted deliverables ‫ن واتج ت متا لموافقة عليها‬
 Organizational Process Assets ‫أصولا لعملية ا لتنظيمية‬
Tools and Techniques :
 Expert Judgment ‫حكم ا لخبراء‬
 Analytical Techniques
 Meetings
Outputs :
 Final Product, service, or result Transition ‫ن قلا لمنتج او ا لخدمة او ا لنتيجة ا لنهائية‬
 Organizational Process Assets Updates ‫ت حديثأصولا لعملية ا لتنظيمية‬

PMP Lectures Prepared By: Eng. Mohamed ElSaadany

 Lecture 04 : Project Integration Management (21/21)
6.Close Project or Phase (Closing)

Closing Activities :‫انشطة ا القفا ل‬

• Confirm work is done to requirements‫ا لتأكد من ت نفيذ جميع ا لمتطلبات‬
• Complete procurement closure ‫اغالقا لعقد‬
• Gain formal acceptance for the project ‫ا لحصولعلى ش هادة ق بولرسمية ل لمنتج‬
• Complete final report ‫اصدار ا لتقرير ا لنهائي‬
• Update lessons learned and knowledge base‫ت حديثا لدروسا لمستفادة و ق واعد ا لبيانات‬
• Index and archive project records ‫ارشفة ب ياناتا لمشروع‬
• Hand off completed product‫ت سليم ا لمنتج ا لمنتهي‬
• Release resources ‫دات‬
) ‫ت حرير ا لموارد ( ا لعما لة – ا لمع‬

Note:
• No matter project stop, terminated, or completed, you close out the project
) ‫ اكتمال‬, ‫ انهاء‬, ‫يتم اقفال المشروع بغض النظر عن طريقة النهاية (توقف‬
PMP Lectures Prepared By: Eng. Mohamed ElSaadany