2. project intergration-multaqa (1)

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    INTEGRATIONMANAGEMENT

    Rafk El Daly, PMP

    1

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    INTEGRATION MANAGEMENT

    2

    Process NameProject Management

    Process Group

    Develop Project Charter Initiating

    Develop Project Management Plan Planning

    Direct and Manage Project Eecution Eecuting

    Monitor and Control Project !or"Monitoring and

    Controlling

    Per#orm Integrated Change ControlMonitoring and

    Controlling

    Close Project Closing

    PM$O% & Includes the processes and activitiesneeded to identi#'( de)ne( com*ine( uni#' andcoordinate the various processes and projectmanagement activities +ithin the PM ProcessGroups,

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    DE-E.OP PRO/ECT C0ARTER

    1 PM$O%2 The process o# developing a document that

    #ormall' authori3es a project or a phase anddocumenting initial re4uirement that satis#' thesta"eholders needs and epectations,

    1 It esta*lishes the partnership *et+een the per#ormingorgani3ation and the re4uesting organi3ation,

    1 Inputs 567 Project 8tatement o# +or" 58O!7

    9 A +ritten description o# the project:s product( service or result,;suall' given to the PM *' the project sponsor( or 8enior

    Management, $ased on *usiness need( product( or servicere4uirements,

    3

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    DE-E.OP PRO/ECT C0ARTER CONT,

    $usiness Case2 Necessar' in#ormation that determines+hether or not the project is +orth the re4uiredinvestment

    < Mar"et Demand2 ta"ing advantage o# a gap in *usiness*' 'our competition or adjusting to eisting mar"et

    trends and products( i,e, car service 5;*er7< Customer Re4uest2 Ta"ing on a project that thecustomer +ill pa' #or( i,e, *uilding a house

    4

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    DE-E.OP PRO/ECT C0ARTER CONTIN;ED $usiness case continued

    9 Organi3ational Need2Developing an internal resource to cut

    do+n on epenses( or to increase pro)ts, i,e, to com*ine sta=#unctions to streamline operations,9 .egal re4uirement2 To *e inline +ith local la+s and

    regulations, i,e, Ne+ EPA regulations #or the removal o#0A>MAT

    9 Project selection Methods9 $ene)t Cost Ratio 5$CR7

    9 Ratio o# $ene)ts to Cost9 Economic -alue Add 5E-A7

    9 0o+ much value a project has created #or its sta"eholders

    9 Internal Rate o# Return 5IRR79 The Project return as an interest rate( ? the higher the *etter

    9 Opportunit' Cost( 58maller is *etter79 Pa'*ac" Period( 5@uic"er is *etter79 Present value 5time value o# mone'7 and Net Present -alue

    5time value o# mone' +costs #actored in79 P-B - 5r7n

    9 ROI( 5Return on Investment75

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    DE-E.OP PRO/ECT C0ARTER CONTIN;ED< Agreements

    1 8ervice .evel Agreements 58.A7

    1 .etters o# intent

    1 Contract *et+een internal and eternal customer

    1 !or" re4uired to *e per#ormed #or Pa'ment

    < Enterprise Environmental actors

    < Organi3ational Process Assets

    6

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    DE-E.OP PRO/ECT C0ARTER CONTIN;ED

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    DE-E.OP PRO/ECT C0ARTER CONTIN;ED1Output 57

    Project Charter9ormall' authori3es the eistence o# theproject

    9Project Manager Assigned and Authorit' .evel

    98igned *' the organi3ation seniormanagement

    90igh .evel re4uirements ris"s

    9Preliminar' Project $udget9Project Purpose or justi)cation98ummar' Milestone schedule

    8

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    DE-E.OP PRO/ECT MANAGEMENT P.AN1 PM$O%2 The process o# documenting the actions

    necessar' to de)ne( prepare( integrate andcoordinate all su*sidiar' plans, It de)nes ho+ theproject is to *e eecuted( monitor and controlled andclosed,

    1

    A document that +ill constantl' changethroughout the li#ec'cle o# the project,

    18ingle Document that is created *' the Projectteam( *ut managed *' the Project Manager

    18ummar' or Detailed 5*etter to *e detailed71Made up o# plans( and *aselines,

    9

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    DE-E.OP PRO/ECT MANAGEMENT P.ANCONTIN;ED

    < Inputs 5J7

    1Project Charter

    1Outputs #rom other Planning Processes

    1Enterprise Environmental actors

    1Organi3ational Process Assets

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    DE-E.OP PRO/ECT MANAGEMENT P.ANCONTIN;ED

    < Outputs 57

    1 Project Management Plan< $aselines< 8u*sidiar' plans

    < Approved *' either the Project Manager(8ponsor( unctional Manager( ProgramManager( or in rare instances 8eniorManagement

    < Provides Guidance on project eecution< ormal !ritten piece o# communication< Onl' changed +hen a change re4uest isgenerated and approved *' the change

    control *oard

    11

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    DIRECT AND MANAGE PRO/ECT EKEC;TION< PM$O%2 The process o# per#orming the +or"

    de)ned in the Project Management plan to achievethe project o*jectives

    < Project Manager directs the team in eecution o#

    project delivera*les( managing project resources(and change re4uests( collect and documentlessons learned #or project archival,

    < Re4uires the revie+ o# the impact o# all project

    changes< Project delivera*les are produced

    12

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    DIRECT AND MANAGE PRO/ECTEKEC;TION

    < Inputs 5J71Project Management Plan1Approved Change Re4uests

    1Enterprise Environmental actors1Organi3ational Process Assets

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    DIRECT AND MANAGE PRO/ECT EKEC;TIONCONTIN;ED

    1Outputs 567 Delivera*les( 5Project end o*jective7

    9An' product( service( or result re4uired tocomplete the project

    !or" Per#ormance Data

    9In#ormation on the status o# these delivera*les

    9Is it trac"ing Positive or Negative against the

    plan*aselines( 5costdurations79!or" completed( startend dates o# activities(

    L o# changes re4uests( L o# de#ects(

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    DIRECT AND MANAGE PRO/ECT EKEC;TIONCONTIN;ED

    1Change Re4uests< Corrective Action(

    < iing past errors

    < Realigns the project per#ormance< Preventive Action

    < iing #uture errors< @uestions i# ever'thing is aligned +ith the project plan

    < De#ect Repair

    < Modi#' a noncon#orming product or result< ;pdates

    < To reHect modi)ed or ne+ ideas or content

    1Project Management Plan updates

    1Project Document updates 15

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    MONITOR AND CONTRO. PRO/ECT!OR%

    1 PM$O%2 The process o# trac"ing( revie+ing( and

    regulating the progress to meet the per#ormanceo*jectives de)ned in the PM Plan, Continuousmonitoring allo+s the team insight to the health o#the project and identi)es an' areas that ma're4uire special attention,

    1 Delivera*les are *eing produced( are in line +ith theplan I# not +h'( +hat corrective action is neededand *' +hom and +hen

    1 Comparing actual per#ormance against the project

    plan1 Monitor implementation o# approved changes1 Provide appropriate reporting on progress and

    status to the project team and sta"eholders16

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    MONITOR AND CONTRO. PRO/ECT!OR% CONTIN;ED

    < Inputs 571 Project Management Plan

    1 8chedule orecasts< Progress against the schedule *aseline

    1 Cost orecast< Progress against the cost *aseline

    1 -alidated Changes< Ensure that an' approved change re4uest +as properl'

    eecuted

    1 !or" Per#ormance In#ormation< 8tatus o# the delivera*les( project #orecasts( status o# change

    re4uest

    1 Enterprise Environmental actors

    1 Organi3ational Process Asset 17

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    MONITOR AND CONTRO. PRO/ECT !OR%CONTIN;ED

    1Tools 5J7

    Epert /udgment Anal'tical Techni4ues

    9 orecast potential outcomes *ased on varia*les( 5project(environmental7 and their relationship +ith other varia*les

    Meetings PMI8

    1Outputs 5J7

    Change re4uest !or" Per#ormance Reports

    Project Management Plan updates

    Project Document updates 18

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    INTEGRATED C0ANGE CONTRO.1 PM$O%2 The process o# revie+ing all change re4uests( approving changes and managing changes to the

    delivera*les( organi3ational process assets( project documents and the Project Management Plan, Onl'approved changes are incorporated into the revised *aselines and plans,

    1 Process +here 'ou assess the change:s impact on the project

    1 PM ultimatel' responsi*le #or all changes

    1 An' 8ta"eholder ma' re4uest a change

    1 Must *e su*mitted in +ritten #orm

    1 Primaril' #ocused on managing change to project:s 8cope

    1 Change Control $oard 5committee responsi*le #or revie+ing changes7

    19

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    INTEGRATED C0ANGE CONTRO.

    < Inputs 5671 Project Management Plan1 !or" Per#ormance Reports

    1 Change re4uests

    1 Enterprise Environmental actors

    1 Organi3ational Process Assets

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    INTEGRATED C0ANGE CONTRO.CONTIN;ED

    1 Outputs 5J7 Approved Change Re4uests Change log

    9 Document all changes re4uest( 5impact to ris"( *aselines79 Rejected changes are also recorded

    Project Management plan updates Project Document updates

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    INTEGRATED C0ANGE CONTRO.

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    INTEGRATED C0ANGE CONTRO.CONTIN;ED

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    Process #or ma"ing change, Identi#' Change

    F, Create a change re4uest

    , Assess the change

    J, .oo" at the impact o# the change

    6, .oo" #or Options

    , Change re4uest is approved or rejected

    , I# approved( adjust the Projectmanagement plan

    Q, Manage the project to the ne+ plan

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    C.O8E PRO/ECT< PM$O%2the process o# )nali3ing all activities across

    all o# the Project Management Process Groups to#ormall' complete the project or phase, The closeProject or phase process also esta*lishes theprocedures to investigate and document thereasons #or actions ta"en i# the project is

    terminated *e#ore completion,

    < Input 57

    1Project Management Plan1Accepted Delivera*les

    1Organi3ational Process assets 23

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    C.O8E PRO/ECT CONTIN;ED