pmp integration and scope management

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    Project Integration Management

    Project Management

    Professional - PMP

    Presenter:Falik Sher, PMPeVentureSolutions (Pvt) Ltd.

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    Introduction

    Project Integration Management includes theprocess and activities needed to identify,

    define, combine unify and coordinate the

    various processes and PM activities with the

    PM process groups.

    Project integration management entails making

    choices about resources allocation, making

    trade-offs among competing objectives and

    alternatives and managing the

    interdependencies among the PM knowledge

    Areas.

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    Introduction

    If you were asked "What is the main role of theproject manager?"

    I guess the answer is to perform integration. While

    the work of the project is being done, it is the teammembers' role to concentrate on completing thework packages. The project sponsor should beprotecting the project from changes and loss ofresources. It is the project manager's role to put allthe pieces of the project together into one cohesivewhole that gets the project done faster, cheaperand with fewer resources while meeting the projectobjectives.

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    Processes

    The project Management processes are usuallypresented as discrete processes with definedinterfaces while, in practice, they overlap andinteract in ways that can't be completelydetailed.

    Develop Project Charter

    Develop Project Management Plan

    Direct and Manage Project Execution

    Monitor and Control Project Work

    Perform Integrated Change Control

    Close Project or Phase

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    Develop Project Charter

    Develop Project Charter is the process of

    developing a document that formally authorizes

    a project or a phase and documenting initial

    requirement that satisfy the stakeholders' needs

    and expectations.It establishes a partnership between the

    performing organization and the requesting

    organization.

    The approved project charter formally initiates

    the project.

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    Develop Project Charter

    Inputs: Project statement of Work

    Business case

    Contract

    EEF

    OPA

    T and T: Expert Judgment

    Output: Project Charter

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    Project Charter Data Flow

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    Develop Project Management Plan

    Develop Project Management Plan is theprocess of documenting the actions necessaryto define, prepare, integrate and coordinate allsubsidiary plans.

    The project management plan defines how theproject is executed, monitored & controlled andclosed.

    The contents will vary depending upon theapplication area and complexity.

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    Develop Project Management Plan

    Inputs: Project Charter

    T and T: Expert Judgment

    Output: Project Management Plan

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    Direct & Manage Project Execution

    Staff, Train & Manage HR

    Obtain, manage and use resources

    Implement the plan methods, standards

    Establish & manage project communication

    channels

    Generate project data

    Issue change requests

    Manage risks

    Manage seller and suppliers

    Collect and document lessons learned

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    Inputs: Project management plan

    Approved change requests

    EEF

    OPA

    T and T: Expert Judgment

    Project management IS

    Output: Deliverables

    Work performance information

    Change requests

    Project Management Plan update

    Project document update

    Direct & Manage Project Execution

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    Direct&

    Manage

    ProjectE

    xecution

    Dataflo

    w

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    Monitor & Control Project Work

    Comparing actual performance

    Determine any corrective/preventive actions

    Identifying new risks and analyzing, tracking

    and monitoring existing risks

    Maintaining accurate, timely information base

    Provide information to support status

    reporting, measurement and forecasting

    Forecasts to update current costs/ schedule Monitoring implementation of approved

    changes

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    Inputs: Project Management Plan

    Performance Reports

    EEF

    OPA

    T and T: Expert Judgment

    Output: Change RequestsProject Management Plan update

    Project Document update

    Monitor & Control Project Work

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    Monitor & Control Project Work

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    Monitor & Control Project Work

    Project Management PlanPerformance Reports

    Current status

    Significant accomplishments for the period

    Scheduled activities

    Forecasts

    Issues

    EEFOPA

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    Monitor & Control Project Work

    Change Requests Corrective action

    preventive action

    defect repair

    Project Management Plan update

    Project document update

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    Perform Integrated Change Control

    Influencing the factors that circumvent

    integrated change control

    reviewing, analyzing and approving CRs

    promptly

    Managing approved changes

    Maintaining the integrity of baselines

    Reviewing, approving/denying recommended

    corrective and preventive actions Coordinating changes

    Impact analysis documentation

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    Inputs: Project Management Plan

    Work Performance information

    Change Requests

    EEF

    OPA

    T and T: Expert Judgment

    Change Control meetings

    Output: Change Requests update

    Project Management Plan update

    Project Document update

    Perform Integrated Change Control

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    Perform Integrated Change Control

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    Change Requests Many executing and M&C process produce

    change requests. Corrective, preventive actionsand defect repairs.

    Usually corrective and preventive actions don't

    affect the baselines, but the performance

    Change Control meetings CCB is responsible for meeting and reviewing the

    change requests and approving/ rejecting changerequests.

    All decisions made by CCB are documented andcommunicated to all stakeholders

    Perform Integrated Change Control

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    Close Project or Phase

    Actions and activities to satisfy completion or

    exit criteria for the phase or project

    Actions and activities to transfer the project

    product, service or result to next phase or toproduction/operations

    Activities needed to collect project/phaserecords. Audit project success or failure, gather

    lessons learned and archive project info for

    future use.

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    Inputs: Project Management Plan

    Accepted deliverables

    OPA

    T and T: Expert Judgment

    Output: Final product, service or result

    OPA updates

    Close Project or Phase

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    Close Project or Phase

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    Accepted Deliverables

    Those deliverables that have been accepted

    through the verify scope process

    Final Product service or Result the output refers to the transition of the final

    product, service or result that the project was

    authorized to produce.

    Close Project or Phase

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    Break

    Break

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    Project Scope Management

    Project Management

    Professional - PMP

    Presenter:Falik Sher, PMPeVentureSolutions (Pvt) Ltd.

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    Introduction

    Project Scope management includes the

    processes required to ensure that the project

    includes all the work required and only the work

    required to complete the project successfully.

    Collect Requirement

    Define Scope

    Create WBS

    Verify Scope

    Control Scope

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    Collect Requirements

    Collect requirements is the process of defining

    and documenting stakeholder's need to meet

    the project objectives.

    Requirements include the quantified and

    documented needs and expectations of thesponsor, customer and other stakeholders.

    The development of requirements begins with

    an analysis of the information contained in the

    project charter.

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    Inputs: Project Charter

    Stakeholder register

    T and T: Interviews

    Focus groups

    Facilitated workshops

    Group creativity techniques

    Group decision making techniques

    Questionnaires and surveys

    Observations

    Prototypes

    Output: Requirement documentation

    Requirement management plan

    Requirement traceability matrix

    Collect Requirements

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    Collect Requirements

    Stakeholder Register

    Register is used to identify the stakeholders who

    can provide information on detailed project and

    product requirements.

    Identifying all people or organizations impacted by

    the project and documenting relevant information

    regarding their interests, involvement and impact

    on project success.

    Stakeholders may be at different levels within the

    organizations and may possess different authoritylevels or may be external to performing

    organization for the project.

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    Collect Requirements

    Interview

    an interview is a formal approach to discover information fromstakeholders by talking to the directly.

    Focus GroupsFocus groups bring together prequalified stakeholders and

    subject matter expert to learn about their expectations andattitudes about a proposed product, service or result.

    Facilitated Workshopsworkshops are considered a primary technique for quicklydefining cross-functional requirement and reconcilingstakeholder differences.Because of their interactive group nature, well-facilitatedsessions can build trust, foster relationships and improvecommunication among the participants which can lead toincreased stakeholder consensus.

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    Collect Requirements

    Group creativity TechniquesSeveral group activities can be organized toidentify project and product requirements

    nominal group technique - voting

    the Delphi technique - expert answers

    idea/mind mapping - single map - commonality &differences

    affinity diagram - sorted into groups

    Group decision Making Techniquesunanimity - agreesmajority - major supports

    plurality - largest block support without majority

    dictatorship - ...........

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    Questionnaires and Surveys

    Written sets of questions designed to quickly accumulateinformation from a wide number of respondents.

    Observations

    Observations provide a direct way of viewing individuals intheir environment and how they perform their jobs or tasks.

    This is helpful when people that use the product havedifficulty or reluctant to write their requirements.

    Prototypes

    Incremental working model presentation to stakeholders

    Collect Requirements

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    Requirement Documentation Describes how individual requirements meet the business

    need for the project.

    May start at high level and progressively more detailed asmore is known.

    Before baseline requirement must be UNAMBIOUGUS(Measurable & Testable), traceable, complete, consistentand acceptablebusiness need objectives

    functional requirement non-functional requirement

    Quality Acceptance criteria

    Business rules impact to others

    support and training assumptions and constraints

    Collect Requirements

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    Requirement Management Plan

    Documents how requirements will be analyzed, documented andmanaged throughout the project

    How requirements activities will be planned, tracked and reported.

    configuration management - CR

    Prioritization process

    Product metrics - rationale for using such metrics

    traceability structure - what should be on traceability matrix

    Requirement traceability Matrix Table that links requirements to their origin and traces them

    throughout the project life cycle.

    Req. to business needs, opportunities goals and objectives Req. to project scope/WBS

    Req. to design

    Req. to development

    Req. to test scenarios

    High level requirements to more detailed

    Collect Requirements

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    Defining Scope

    The preparation of a detailed project scope

    statement is critical to project success and buildsupon the major deliverables, assumption and

    constraints that are documented during project

    initiation.

    During planning the project scope is defined and

    described with greater specificity as more

    information about the project is known.

    Existing risks assumptions and constraints areanalyzed for completeness.

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    Inputs: Project Charter

    Requirement DocumentationOPA

    T and T: Expert Judgment

    Product AnalysisAlternative Identification

    Facilitated workshops

    Output: Project Scope Statement

    Project document update

    Defining Scope

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    Defining Scope

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    Defining Scope

    Product analysis

    For projects that have product as deliverables as

    opposed to a service or result, product analysis can

    be effective tool.

    Each application area has one or more generally

    accepted methods and translating high-levelproduct description into tangible deliverables.

    Alternative Identification

    Identifying alternatives is a technique used to

    generate different approaches to execute and

    perform the work the project.

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    Defining Scope

    Project Scope Statement Product Scope Description Product Acceptance criteria

    Project Deliverables

    Project exclusions

    Project constraints Project assumptions

    Project Document updates Stakeholder register

    Requirements documentation

    Requirement traceability matrix

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    Create WBS

    Create WBS is the process of subdividing project

    deliverables and project work into smaller moremanageable components.

    The WBS is a deliverable-oriented hierarchical

    decomposition of the work to be executed by the projectteam to accomplish the project objectives and create the

    required deliverables .

    The planned work is contained within the lowest levelWBS components, which are called work packages. A

    work package can be scheduled, cost estimated and

    monitored and controlled.

    C WBS

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    Create WBS

    Inputs: Project scope statement

    Requirements documentation

    OPA

    T and T: Decomposition

    Output: WBS

    WBS DictionaryScope baseline

    Project document updates

    C t WBS

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    Create WBS

    Decomposition

    is the subdivision of project deliverables into smallermore manageable components until the work anddeliverables are defined to the work package level.

    the work package level is the lowest level in the WBS

    and is the point at which the cost and activitydurations for the work can be reliably estimated andmanaged.

    Identifying and analyzing the deliverables and related work

    Structuring and organizing the WBSDecomposing the upper WBS into lower level detailed.

    Developing and assigning identification codes to the WBS

    Verifying that the degree of decomposition of the work isnecessary

    C t WBS

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    Create WBS

    WBS

    The WBS is deliverable-oriented hierarchical decomposition of thework to be executed by the project team to accomplish the projectobjectives and create the required deliverables with each descendinglevel of the WBS representing an increasingly detailed definition ofthe project work.

    The WBS is finalized by establishing control accounts for the work

    packages and unique identifier from a code of accounts.

    WBS DictionaryThe WBS dictionary is a document generated by the create WBSprocess that supports the WBS. This provide detailed descriptions of

    the components in the WBS, including work packages and controlaccounts.Code of account identifier

    Description of work

    Responsible organization

    Verify Scope

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    Verify Scope is the process of formalizing

    acceptances of the completed project deliverables.

    Verifying scope includes reviewing deliverables with

    the customer or sponsor.

    Scope verification differs from quality control. Scopeverification is primarily concerned with acceptance of

    the deliverables.

    Quality control is generally performed before scope

    verification, but these two processes can beperformed in parallel.

    Verify Scope

    Verify Scope

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    Verify Scope

    Inputs: Project management plan

    Requirement documentation

    Requirement traceability matrix

    Validated deliverables

    T and T: Inspection

    Output: Accepted deliverables

    Change requests

    Project document updates

    Verify Scope

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    Verify Scope

    Verify Scope

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    Verify Scope

    Project management plan

    Project scope statement

    WBS

    WBS dictionary

    Requirement documentation

    The requirement documentation lists all the project product,

    technical and other types of requirements that must be

    present for the project and product along with theiracceptances criteria.

    Verify Scope

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    Requirement traceability matrix

    The requirements traceability matrix links

    requirements to their origin and tracks the

    throughout the project life cycle.

    Validated deliverables

    Validated deliverables have been completed and

    checked for correctness by the performs qualitycontrol process

    Verify Scope

    Verify Scope

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    Inspection

    Inspection includes activities such as measuringexamining and verifying to determine whether workand deliverables meet requirements and productacceptance criteria. Inspections are sometimescalled reviews, product reviews, audits andwalkthroughs.

    Accepted deliverables

    Deliverables that meet the acceptance criteria areformally signed off and approved by the customeror sponsor. Formal documentation received fromthe customer or sponsor acknowledging.

    Verify Scope

    Verify Scope

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    Change requests

    Those completed deliverables that have not been

    formally accepted are documented, along with the

    reasons for non-acceptance. These deliverables

    may required a change request for defect repair.

    Project document updates

    Project documents that may be updated as a result

    of the verify scope process include any documents

    that define the product or report status on product

    completion.

    Verify Scope

    Control Scope

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    Control scope is the process of monitoring the

    status of the project and product scope andmanaging changes to the scope baseline.

    Controlling the project scope ensures all

    requested changes and recommendedcorrective or preventive actions are processed

    through the Perform integrated change control

    process.Uncontrolled changes are often referred to as

    project scope creep

    Control Scope

    Control Scope

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    Control Scope

    Inputs: Work performance information

    Requirement documentation

    Requirement Traceability matrix

    Organizational process assets

    T and T: Variance analysis

    Output: Work performance measurements

    OPA updates

    Project Management Plan

    Project document updates

    Control Scope

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    Control Scope

    Control Scope

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    Project Management Plan

    Scope baseline Scope management plan

    Change management plan

    Configuration management plan

    Requirements management plan

    Work Performance information information about project progress, such as which

    deliverables have started their progress and whichdeliverables have finished

    Organizational Process Assets Existing formal and informal scope control-related

    policies, procedures and guidelines

    Monitoring and reporting methods to be used

    Control Scope

    Control Scope

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    Variance Analysis

    Project performance measurements are used to assess themagnitude of variation from the original scope baseline.

    Work performance measurement Measurements can includes planned vs actual technical

    performance or other scope performance measurements. this

    information is documented and communicated to stakeholders.OPA Updates

    Causes of variances

    Corrective actions chosen and reasons

    Other lessons learned

    Change Requests Analysis of scope performance can result in a change request to the

    scope baseline or other components of the project managementplan.

    Control Scope

    Control Scope

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    Project Management Plan UpdatesScope baseline updates

    Other baseline updates

    if the approved change requests have an effect

    on the project scope then the corresponding costbaseline and schedule baselines are revised andreissued to reflect the approved changes.

    Project Document UpdatesRequirements documentation

    requirements traceability matrix

    Control Scope

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    Thank You