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Project Management Fundamentals
Project Organization and Integration
Lecture #7
Ghazala Amin
Project Manager Role
• Key General Management Skills
– Encompasses planning, organizing, executing and
controlling operations of an ongoing enterprise
– Provide foundation for building project
management skills
– Required general management skills for a PM
• Leading
• communicating
• Negotiating
• Problem solving
• Influencing the organization
The Functions of Project Management
Project
Resources
CONTROLLING
Who judges results and by what standards?
PLANNING
What are we aiming
for and why?
ORGANIZING
What‘s involved and
why?
DIRECTING
Who decides what
and when?
MOTIVATION
What brings out the
best in people?
David I. Cleland / Lewis R. Ireland, Project Management: Strategic Design and Implementation, 4th ed., p. 42.
The basic functions of general management equally
apply to project management
Project Management Processes
» PM processes are divided into five phases or process groups
Initiating
Processes
Closing
Processes
Controlling
Processes Executing
Processes
Planning
Processes
Professional Responsibility
Initiation Phase
• Process of formally authorizing and
recognizing that a new project exists or that
an existing project should continue into its
next phase
Project Initiation
• The required end product from the project is described at
hi-level.
• The company makes the decision of whether to go ahead
with project.
• All or any historical data pertaining to type of project is
reviewed.
• Expert judgment of staff or SMEs are procured.
• Results in;
– A project charter.
– Assignment of a project manager
– Identification of project sponsors to support and review/approve
the activities of the project.
PMBOK Area: Integration Management
Project Integration Management includes the
processes which are needed to identify,
define, combine, unify and coordinate the
various project management processes in the
project process groups (e.g. development of
the project charter, preliminary scope
statement and project plan, directing and
managing project execution, monitoring and
controlling project work, integrated change
control and project closure).
Integration is crucial for project completion,
meeting stakeholder expectations and needs,
making choices where to concentrate
resources over time, dealing with issues and
coordinating project activities.
• Ensures coordination of project elements
• Involves making trade-offs among
competing objectives and alternatives
• Brings the project together
Project Integration Management
• Project Integration Management processes (PMBOK)
– Developing Project Charter
– Project Plan Development
– Direct and Manage Project Execution
– Monitor and control project work
– Integrated Change Control
– Close Project or phase
Project Integration Management
Every process has defined inputs, tools & techniques and outputs
Process Groups Initiation Planning Execution Control Closing
Knowledge Areas
Monitor and
control
project work
Integration
Management
Developing
Project
Charter
Project Plan
Development
Direct and Manage
Project
Execution
Integrated Change
Control
Close project or
phase
Project Charter
» A document that formally authorizes the existence of
a project. (PMI).
» Provides the project manager with the authority to
apply organizational resources to project activities
» issued by the Project Sponsor or a senior official
outside the level of project organization
» It should include
• Reasons for undertaking the project
• Project objectives and constraints
• Identification of main stakeholders
Charter is prepared in the initiation phase of integration management.
Project Charter
Information contained in – or referred to in other project documents – the
Project Charter may span the following:
– Project Background
– Purpose for undertaking the project
– Project Justification
– Requirements
– Stakeholder expectations from the project
– Assumptions and Constraints
– Project Organization
– Stakeholder Roles and Responsibilities
– Schedule and milestones
– Indication of budget
– Supporting infrastructure
Example: http://www.uc.edu/ucflex/documents/FSRP_Project_Charter_v1.9.pdf
Project Plan Development
• Uses outputs from other planning
processes to create a consistent and
coherent document that can be used to
guide both project execution and project
control
Process – Series of actions bringing about a result.
Individual processes within a process group are linked by their inputs and outputs
Each process is defined by Inputs, Tools and Techniques, Outputs
Project Plan
• Formal, approved document used to manage
and control project execution. Includes….
– Project Charter
– WBS - Task and resource assignment
– Major milestones and baseline target delivery
dates
– Risk and Issue Management plans…..
The most complete document that helps the project team deliver tasks is the Project Plan
Project Plan Execution and Control
• The primary process for carrying out the
project plan.
• The processes and actions to monitor
execution of project plan.
Project Manager must integrate and manage multiple processes
at any time during the project life cycle.
Integrated Change Control
• Influencing factors which create changes to
ensure that changes are beneficial
• Determining that a change has occurred
• Managing the actual change when and as
they occur
Project Closure
• Consists of documenting project results to formalize
acceptance of the product of the project by the project
sponsor or the customer
• Includes;
– Lessons learned
– Historical archives
– Customer or End User Sign Off
– Team appraisals etc.

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PM Fundamentals: Project Integration Management

  • 1. Project Management Fundamentals Project Organization and Integration Lecture #7 Ghazala Amin
  • 2. Project Manager Role • Key General Management Skills – Encompasses planning, organizing, executing and controlling operations of an ongoing enterprise – Provide foundation for building project management skills – Required general management skills for a PM • Leading • communicating • Negotiating • Problem solving • Influencing the organization
  • 3. The Functions of Project Management Project Resources CONTROLLING Who judges results and by what standards? PLANNING What are we aiming for and why? ORGANIZING What‘s involved and why? DIRECTING Who decides what and when? MOTIVATION What brings out the best in people? David I. Cleland / Lewis R. Ireland, Project Management: Strategic Design and Implementation, 4th ed., p. 42. The basic functions of general management equally apply to project management
  • 4. Project Management Processes » PM processes are divided into five phases or process groups Initiating Processes Closing Processes Controlling Processes Executing Processes Planning Processes Professional Responsibility
  • 5. Initiation Phase • Process of formally authorizing and recognizing that a new project exists or that an existing project should continue into its next phase
  • 6. Project Initiation • The required end product from the project is described at hi-level. • The company makes the decision of whether to go ahead with project. • All or any historical data pertaining to type of project is reviewed. • Expert judgment of staff or SMEs are procured. • Results in; – A project charter. – Assignment of a project manager – Identification of project sponsors to support and review/approve the activities of the project.
  • 7.
  • 8. PMBOK Area: Integration Management Project Integration Management includes the processes which are needed to identify, define, combine, unify and coordinate the various project management processes in the project process groups (e.g. development of the project charter, preliminary scope statement and project plan, directing and managing project execution, monitoring and controlling project work, integrated change control and project closure). Integration is crucial for project completion, meeting stakeholder expectations and needs, making choices where to concentrate resources over time, dealing with issues and coordinating project activities.
  • 9. • Ensures coordination of project elements • Involves making trade-offs among competing objectives and alternatives • Brings the project together Project Integration Management
  • 10. • Project Integration Management processes (PMBOK) – Developing Project Charter – Project Plan Development – Direct and Manage Project Execution – Monitor and control project work – Integrated Change Control – Close Project or phase Project Integration Management Every process has defined inputs, tools & techniques and outputs Process Groups Initiation Planning Execution Control Closing Knowledge Areas Monitor and control project work Integration Management Developing Project Charter Project Plan Development Direct and Manage Project Execution Integrated Change Control Close project or phase
  • 11. Project Charter » A document that formally authorizes the existence of a project. (PMI). » Provides the project manager with the authority to apply organizational resources to project activities » issued by the Project Sponsor or a senior official outside the level of project organization » It should include • Reasons for undertaking the project • Project objectives and constraints • Identification of main stakeholders Charter is prepared in the initiation phase of integration management.
  • 12. Project Charter Information contained in – or referred to in other project documents – the Project Charter may span the following: – Project Background – Purpose for undertaking the project – Project Justification – Requirements – Stakeholder expectations from the project – Assumptions and Constraints – Project Organization – Stakeholder Roles and Responsibilities – Schedule and milestones – Indication of budget – Supporting infrastructure Example: http://www.uc.edu/ucflex/documents/FSRP_Project_Charter_v1.9.pdf
  • 13. Project Plan Development • Uses outputs from other planning processes to create a consistent and coherent document that can be used to guide both project execution and project control Process – Series of actions bringing about a result. Individual processes within a process group are linked by their inputs and outputs Each process is defined by Inputs, Tools and Techniques, Outputs
  • 14. Project Plan • Formal, approved document used to manage and control project execution. Includes…. – Project Charter – WBS - Task and resource assignment – Major milestones and baseline target delivery dates – Risk and Issue Management plans….. The most complete document that helps the project team deliver tasks is the Project Plan
  • 15. Project Plan Execution and Control • The primary process for carrying out the project plan. • The processes and actions to monitor execution of project plan. Project Manager must integrate and manage multiple processes at any time during the project life cycle.
  • 16. Integrated Change Control • Influencing factors which create changes to ensure that changes are beneficial • Determining that a change has occurred • Managing the actual change when and as they occur
  • 17. Project Closure • Consists of documenting project results to formalize acceptance of the product of the project by the project sponsor or the customer • Includes; – Lessons learned – Historical archives – Customer or End User Sign Off – Team appraisals etc.