Unlocking the Future - Dr Max Blumberg, Founder of Blumberg Partnership
Chap 4.3 Direct and Manage Project work
1. Trainer: Anand BobadePMBOK 6th Edition, 2019, All rights reserved.
Direct and Manage
Project work
Chapter 5 –
Project Integration Management
PMP SIXTH EDITION
2. PMBOK 6 - All rights reserved; By: Anand Bobade
Overview
Direct & Manage Project Work Process definition
Direct & Manage activities.
Direct & Manage Project Work - ITTO
What is Change Request?
How to deal with Approved Change request.
What is work performance data?
Review
4.3 Direct & Manage Project Work
3. PMBOK 6 - All rights reserved; By: Anand Bobade
Integration Management processes
Develop Project
Charter
Develop Project
Management plan
Direct and Manage
Project work
Manage Knowledge
Monitor & Control
Project Work
Perform Integrated
change Control
Close Project or
phase
I P EE
MC CMC
4. PMBOK 6 - All rights reserved; By: Anand Bobade
Deliverables
(Prototype,
Software
build, tested
application)
Resultsin
This process is about executing the plan. Performing actual work to satisfy the project objectives.
Direct & Manage Project Work -> Overview
Direct &
manage
resources
Collect
project
data
Manage
Vendor
Train
resources
5. PMBOK 6 - All rights reserved; By: Anand Bobade
Direct & Manage Project Work -> Overview
Focus on Delivering
Project results to achieve
project objectives.
PM must spend only
necessary efforts,
time & resources.
6. PMBOK 6 - All rights reserved; By: Anand Bobade
Activities involved:
Create project deliverables
Obtain, manage & use
resources
Provide Staff, training
Establish & manage project
communication Manage sellers and suppliers
Collect project data - WPD (
Cost, schedule, progress and
quality)
Direct & Manage Project Work -> Overview
7. PMBOK 6 - All rights reserved; By: Anand Bobade
Activities involved:
Manage risks
Manage stakeholder
engagement
Document Lesson
learned
Issue change
requests
Implementation of
approved Changes
Implements
standards
Direct & Manage Project Work -> Overview
8. PMBOK 6 - All rights reserved; By: Anand Bobade
The process of leading & performing the work defined in PMP to
achieve the project’s objectives.
Direct & Manage Project Work definition
It helps in overall Management of project work &
deliverables. Improve probability of project success.
Defined in PMP
Leading &
Performing work
Achieve Project
objectives
9. PMBOK 6 - All rights reserved; By: Anand Bobade
Direct & Manage Project Work->ITTO
Expert Judgment
Project Management
Information system
Meetings
Project Management
plan
Project documents
Approved Change
request
Enterprise
environmental factors
Organizational process
assets
Deliverables
WPD
Issue log
Change request
PMP updates
Project document
updates
OPA updates
Inputs Tools & Techniques Outputs
10. PMBOK 6 - All rights reserved; By: Anand Bobade
4.3 Direct & Manage Project work-> Input
Project Management
plan
Project documents
Approved Change
request
Enterprise
environmental factors
Organizational process
assets
11. PMBOK 6 - All rights reserved; By: Anand Bobade
PMP
We have planned the work, it is time to work the plan
Quality
Management Plan
Resource
management Plan
Communication Plan
Direct & Manage Project work-> Input -> PMP
Perform data analysis
Obtain, manage & use
resources
Establish & manage
project communication
12. PMBOK 6 - All rights reserved; By: Anand Bobade
Project documents
Following projects documents will be used as input:
Change log:
•Status of all change requests–those that have been
approved will be implemented by the project team
Lessons learned Register:
• Helps avoiding repeat mistake.
•Helps identify where to set rules or guidelines.
Project communications:
•Communicate performance reports, deliverable
status & other information.
Requirements Traceability matrix:
•Trace product requirements to deliverables,
and helps PM to focus on final outcome.
Direct & Manage Project work-> Input -> Project documents
13. PMBOK 6 - All rights reserved; By: Anand Bobade
Project documents
Following projects documents will be used as input:
Milestone list:
•List of scheduled dates for specific milestones.
Project schedule:
•List of activities, duration, resources & planned
start & end dates.
Risk Register:
•Provide information about threats & opportunities
that may impact project execution.
Risk Report:
•Information of sources of overall project risks.
•Summary information about each risk.
Direct & Manage Project work-> Input -> Project documents
14. PMBOK 6 - All rights reserved; By: Anand Bobade
Approved Change
Request
It is output of Perform Integrated change Control process.
Approved CR’s are scheduled &/or implemented changes by project team.
Corrective action:
•Correcting a defect that has been detected while
the work is being done.
Preventive action
•Correcting a defect that may occur in the future if
the work continues on its present course.
Defect repair
•correcting a defect that has been detected after
the work has been done.
Direct & Manage Project work-> Input -> Approved CR
Approved
CR can be
15. PMBOK 6 - All rights reserved; By: Anand Bobade
Direct & Manage Project work-> Input -> Approved CR
Create CR Analyse CR
Present to
CCB
Approve/
Reject CR
Implement Change
Create/ update
deliverables
Perform
additional testing
Acquire new
resources
Direct & manage project work
Perform Integr’d Change Control
Approved Change
Request
16. PMBOK 6 - All rights reserved; By: Anand Bobade
EEF
Organizational culture, structure, management practices & sustainability
Infrastructure (e.g., existing facilities and capital equipment)
Stakeholder risk thresholds (e.g., example allowable cost overrun percentage)
Direct & Manage Project work-> Input -> EEF
17. PMBOK 6 - All rights reserved; By: Anand Bobade
Organizational
process assets
OPA that’s can influence Direct & manage project work are:
Direct & Manage Project work-> Input -> EEF
Organizations Processes,
Policies and Procedures
Issue & defect
management databases &
procedures
Performance
measurement databases
Change control & Risk
control procedures
Project information from
past project (Scope, cost,
Schedule etc)
18. PMBOK 6 - All rights reserved; By: Anand Bobade
Direct & Manage Project Work-> T&T
Expert Judgment
Project
Management
Information system
Meetings
19. PMBOK 6 - All rights reserved; By: Anand Bobade
Expert
Judgment
Expertise should be considered from individuals or group with specialized knowledge or
training in following topics:
Technical
Knowledge
Cost & Budget
management
Legal &
procurement
Legislation &
regulations
Organizational
governance
Direct & Manage Project Work->T&T->Expert Judgment
Review approved change request for
updating deliverables
Discuss completed deliverables
Discuss work performance data which
may lead to raising a change request
20. PMBOK 6 - All rights reserved; By: Anand Bobade
PMIS
PMIS provides access to software tools
Scheduling
tool
Work authorization
systems
Configuration
management system
Information collection
& distribution system
System cam Automatically gather information and reporting on Key performance indicators (e.g., resource
utilization, CPI, SPI etc)
Direct & Manage Project Work->Tools & Technics-> PMIS
21. PMBOK 6 - All rights reserved; By: Anand Bobade
Meetings
Discuss & address specific topics when directing & managing project work.
Each attendee should have defined role.
Should have well defined Agenda, Objective & timeframe.
Minutes of the meeting should be document and shared.
Most effective when all participants are face to face.
Direct & Manage Project Work->T&T-> Meetings
Technical meetings
Sprint or iteration
planning
Scrum – daily stand-
ups
Steering group
Problem solving Progress update
Retrospective
meetings
22. PMBOK 6 - All rights reserved; By: Anand Bobade
Direct and Manage Project Work -> Output
Deliverables WPD Issue log Change request
PMP updates
Project document
updates
OPA updates
23. PMBOK 6 - All rights reserved; By: Anand Bobade
Deliverables
Deliverable is a any unique or verifiable product, result or a capability.
Typically they are outcome of the project and can include components of the PMP.
E.g., Software build ready, means development phase of software project is complete.
Change control will be applied once the first version of deliverable is completed.
Direct & manage project work-> Output -> Deliverables
Elements of
PMP
Requirements
documents
Completed
Product
Signed
Contract
Software
Component
Deliverables Verified deliverables
Monitoring & Controlling PG
Executing PG
Direct and Manage
Project work Control Quality
Examples:
24. PMBOK 6 - All rights reserved; By: Anand Bobade
Work Performance
Data
Raw observations and measurements identified during execution of activities.
Collected Data are passed to controlling processes for further analysis.
WPD is not useful without some context. It is analysed & processed in to WPI.
Direct & Manage Project Work->Output->WPD
Executing PG->
Direct & Manage
Project work
Control Scope Control Schedule Control Cost Control Quality Control Risks
Monitoring
&Controlling PG
Work completed Actual start & finish
No. of defects Deliverable status
Schedule progress No of CR
25. PMBOK 6 - All rights reserved; By: Anand Bobade
Change request
Formal proposal to modify any document, deliverables or baseline
CR may modify project policies, scope, cost, schedule or quality.
Any stakeholder can raise Change request, from inside or outside the project.
CR is processed through Perform Integrated Change control process.
This process
has Approved
CR as Input &
CR as output
Direct & Manage Project Work->Output-> Change Request
Corrective
action
Preventive
action
Defect repair Updates
Delay in work
Risk Mitigation
Change in
approach
Direct & Manager Project Work
26. PMBOK 6 - All rights reserved; By: Anand Bobade
Change request
Formal proposal to modify any document, deliverables or baseline
CR may modify project policies, scope, cost, schedule or quality.
Any stakeholder can raise Change request, from inside or outside the project.
CR is processed through Perform Integrated Change control process.
Direct & Manage Project Work->Output-> Change Request
Corrective action:
•Realigns project work with
PMP.
•Rework or remove items
not in scope.
•E.g., add temporary
resource to recover from
delay.
Preventive action:
•Ensures future performance
of work is aligned with PMP
(minimize risks).
•Safety, Training, Anticipate
problems, Risks
management
•E.g., add resource to ensure
timely completion of work
to avoid future delay.
Defect repair:
•Modify a nonconforming
product or product
component.
•Fix problem & validate
repair
•E.g., add additional test
cycle to ensure all defects
are fixed & tested.
Updates:
•Changes to formally
controlled documents, plans
to reflect modified idea or
content.
•E.g., Quality management
plan is updated with new
testing idea.
This process
has Approved
CR as Input &
CR as output
27. PMBOK 6 - All rights reserved; By: Anand Bobade
Issue log
Direct & Manage Project Work->Output-> Issue log
It’s a project document where issues are recorded & tracked.
Data includes:
Issue type
Who raised
issue
Description Priority Assigned to
Target
resolution
date
Issue status Outcome
Helps in effectively track & manage issues
Ensure issues are investigated & resolved
Created first time as output of Direct & Manager Project
work process
Updated as a result of monitoring & controlling activities
throughout the project
28. PMBOK 6 - All rights reserved; By: Anand Bobade
PMP updates
Direct & Manage Project Work->Output-> PMP updates
As a result of this process PMP or any component may get updated
Remember – any change to PMP should go through change control process.
29. PMBOK 6 - All rights reserved; By: Anand Bobade
Project document
updates
Direct & Manage Project Work->Output-> Project document updates
Activity list Assumption log
Lessons Learned
Register
Requirements
documentation
Risk Register Stakeholder Register
Following Project document may get updated:
30. PMBOK 6 - All rights reserved; By: Anand Bobade
Purpose of Direct and Manage project work process.
Direct & Manage Project Work Process definition
Direct & Manage activities.
Direct & Manage Project Work - ITTO
What is Change Request?
How to deal with Approved Change request.
What is work performance data
Direct & Manage Project Work -> Quick review