Project Integration Management

Maestría en Administración Industrial
Clase 4 Project Integration Management/ Oscar Magdaleno 1

Maestría en Administración Industrial / Administración de Proyectos Industriales
A subject of project management that includes:
“The processes and activities to identify, define, combine, unify, and coordinate
the various processes and project management activities within the Project
Management Process Groups.”
PMBOK® Guide 5th Edition, p. 63

• Includes making choices about resource allocation, making trade-offs among

competing objectives and alternatives, and managing the interdependencies
among the project management Knowledge Areas.
• Includes the activities needed to

manage project documents to ensure
consistency with the project
management plan and product, service,
or capability deliverables.

Monitor
Develop Direct and Perform
Develop and Close
Project Manage Integrated
Project Control Project or
Mgmt. Project Change
Charter Project Phase
Plan Work Control
Work

Project Management Process Groups

Knowledge Monitoring &
Area Initiating Process Planning Process Executing Closing Process
Controlling
Group Group Process Group Group
Process Group
Monitoring &
Control Project
Project Work
Develop Project Develop Project Direct & Manage Close Project or
Integration
Charter Mgmt. Plan Project Work Phase
Management Perform
Integrated
Change Control

Develop Project Charter

Develop
Project
Charter “The process of developing a document that formally
authorizes the existence of a project and provides the
project manager with the authority to apply organizational
resources to project activities”.

Develop
Project
Charter

Develop
Project
Charter • The project charter establishes a partnership between the
performing and requesting organizations.
• The approved project charter formally initiates the
project.
• The project manager is identified and assigned.
• The project charter should be authored by the sponsoring
entity.
• The Project charter provides the project manager with the
authority to plan and execute the project.
A project charter is not considered to be a contract

Develop
Project Project Statement of Work
Charter
Is a narrative description of products, services, or results to be
delivered by a project.
Internal Project External Project

Based on business needs, product or services
Based on a bid document (e.g. a RFP)
requirement
Technological
Business need
advanve
SOW
Product scope
Characteristics
description
Vision, goals and
Strategic plan
objectives

Develop
Project Business Case
Charter
• Describes the necessary information from a business
Org.
standpoint to need
determine whether or not the project is
worth the required investment.
•Social
The sponsor should agree to Market
the scope and limitations of
need demand
the business case.
Business
Case
Eco. Tech.
impact advance
Cust.
request

Develop
Project Agreements
Charter
• Contracts (external Project) • Letter of agreements
• MOU’s • Verbal agreement
• SLA • Email
Enterprise Environmental Factors (EEF’s)

• Governmental, industry standards or regulation
• Organizational culture and structure
• Marketplace conditions
Organizational Process Assests (OPA’s)

• Organizational standard processes, policies, process definitions
• Historical information and lessons learned knowledge

Develop
Project Expert Judgment
Charter
• Other units within the organization
• Consultants
• Stakeholders, including customers or sponsors
• Professional and technical associations
• SME’s
• PMO
Facilitation Techniques
• Brainstorming
• Conflict resolution
• Meeting management

Develop
Project Project Charter
Charter Project
Is the documentManager
issued by the project initiator or sponsor
that formally authorizes the existence of a project and
Project
provides
Sponsor the project manager with the authority to apply
purpose
organizational resources to project activities.
Stakeho. Project Success

criteria
List Charter
Assum. &
Risk
Constrat.
Project
descrip.

Develop Project
Management Plan

Develop
Project
Mgmt. “The process of defining, preparing, and coordinating all
Plan subsidiary plans and integrating them into a
comprehensive project management plan”.

Develop
Project
Mgmt.
Plan

Develop
• The project management plan defines how the project is
Project
executed, monitored and controlled, and closed.
Mgmt.
Plan
• Is progressively elaborated by updates and controlled
and approved through the Perform Integrated Change
Control process.
• Projects that exist in the context

of a program should develop a
project management plan that is
consistent with the program
management plan.

Develop
Project
Mgmt.
Plan Project
Charter
Project
Other
OPA’s Mgmt. Process
Plan
EEF’s

Develop
Project
Expert Judgment
Mgmt.
Plan • Tailor the process to meet the project needs
• Develop technical and management details to be included
in the project management plan
• Determine resources and skill levels needed to perform
project work
• Prioritize the work on the project to ensure the project
resources are allocated to the appropriate work at the
appropriate time
Facilitation Techniques
• Brainstorming
• Conflict resolution
• Meeting management

Develop
Project
Mgmt. The project management plan is the document that
Plan describes how the project will be executed, monitored, and
controlled.
• Life cycle selected for the project and the processes

that will be applied to each phase
• Description of how work will be executed to
Scope accomplish the project objectives
• Change management plan that documents how
Project changes will be monitored and controlled
Mgmt. • Description of how the integrity of the project
Plan
baselines will be maintained
• Requirements and techniques for communication
Cost Schedule
among stakeholders
The project management plan only be changed when a change request is generated and
approved

Develop
Project
Mgmt.
Plan

Direct and Manage

Project Work

Direct and
Manage
Project “The process of leading and performing the work defined
Work in the project management plan and implementing
approved changes to achieve the project’s objectives”.

Direct and
Manage
Project
Work

Direct and
Manage • Perform activities to accomplish project objectives
Project • Create project deliverables to meet the planned project
Work work
• Provide, train, and manage the team members assigned to
the project
• Establish and manage project communication channels
• Generate work performance data to facilitate forecasting
• Manage risks and implement risk response activities

Direct and
Manage
Project
Project
Work
Mgmt.
Plan
Manage
Change
OPA’s Project Request
Work
EEF’s

Direct and
Manage
Expert Judgment
Project
Work • Applied to all technical and management details during this
process.
Project Management Information System

• Provides access to tools → Information collection and distribution system
• Key performance indicators
Meetings
Used to discuss and address pertinent topics of
the project.
• Information exchange;
• Brainstorming, option evaluation, or design
• Decision making.

Direct and
Manage
Project
Work Deliver
Doc.
Project Work
Doc. Perform.
Updates Manage Data
Project
Work
Project
Chance
Plan
Request
Updates

Monitor and Control

Project Work

Monitor
and
Control “The process of tracking, reviewing, and reporting
Project
Work the progress to meet the performance objectives
defined in the project management plan”.

Monitor
and
Control
Project
Work

Monitor
and Monitoring includes collecting, measuring, and
Control distributing performance information, and assessing
Project measurements and trends to effect process
Work improvements.
Control includes determining corrective or preventive

actions or replanning and following up on action plans
to determine whether the actions taken resolved the
performance issue.

Monitor
and • Comparing actual project performance against the project
Control management plan
Project
Work • Identifying new risks and analyzing, tracking, and
monitoring existing project risks to make sure the risks are
identified
• Providing information to support status reporting,

progress measurement, and forecasting
• Monitoring implementation of approved changes

Monitor
and
Control
Project Project
Work Mgmt.
Plan
Schedule
OPA’s
Forecasts
Monitor
and
EFF’s Control Cost
Forecasts
Work
Validated
Perform.
Changes
Info

Monitor
and
Control Expert Judgment
Project
Work The project manager, in collaboration with the team,
determines the actions required to ensure that project
performance matches expectations.
Analytical Techniques
Applied in project management to forecast potential outcomes based on possible
variations of Project
• Regression análisis • Forecasting methods

• Root cause analysis • Trend analysis
Project Management Information

System
Meetings

Monitor
and
Control • Corrective action
Project • Preventive action
Work Change • Defect repair
Request
Project Monitor Work

Doc. and Perform.
Updates Report
Control
Project
Plan
Updates

Perform Integrated
Change Control

Perform
Integrated
Change “The process of reviewing all change requests;
Control approving changes and managing changes to
deliverables, organizational process assets, project
documents, and the project management plan; and
communicating their disposition”.

Perform
Integrated
Change
Control

Perform
Conducted from project inception through completion and
Integrated
is the ultimate responsibility of the project manager.
Change
Control
• Changes may be requested by any stakeholder involved with the project.
• Every documented change request needs to be either approved or rejected by a

responsible individual.
• The Change Control Board (CCB) is responsible for reviewing, evaluating, approving,
delaying, or rejecting changes to the project.

Perform
Integrated
Configuration control is focused on the specification of both
Change
the deliverables and the processes
Control
• Configuration identification → Identification and selection
• Configuration status accounting → Information is recorded and reported
• Configuration verification and Audit → Verification

Perform
Integrated
Change
Control
Project
Mgmt.
Plan
Work
OPA’s Perform.
Report
Change
Control
Change
EEF’s
Requests

Perform
Integrated
Expert Judgment
Change
Control Judgment and expertise are applied to any technical and
management details during this process.
Meetings
• These meetings are usually referred to as change control meetings
• CCB decisions are documented and communicated to the stakeholders for

information and follow-up actions.
Change Control Tools

Facilitate configuration and change management

Perform
Integrated
Change
Control Approved
Change
Requests
Project
Doc.
Change Change
Log
Udpdates Control
Project
Plan
Updates

Close Project or
Phase

Close
Project
or Phase “The process of finalizing all activities across all of
the Project Management Process Groups to formally
complete the project or phase”.

Close
Project
or Phase

Close
Project The project manager reviews all prior information from the
or Phase previous phase closures to ensure that all project work is
completed and that the project has met its objectives.
• Actions and activities necessary to satisfy completion or exit criteria for the
phase or project
• Actions and activities necessary to transfer the project’s products, services, or

results to the next phase or to production and/or operations
• Activities needed to collect project or phase records, audit project success or

failure, gather lessons learned and archive project information for future use by
the organization

Close
Project
or Phase
Project
Mgmt.
Plan
Close
Project
Accepted
OPA’s
Deliverab.

Close
Project Expert Judgment
or Phase These experts ensure the project or phase closure is
performed to the appropriate standards.
Analytical Techniques
Meetings

Close
Project
or Phase
Final
Result
Close
Project
OPA’s
Updates

Conclusiones
Ejemplo de pie de página: Clase 2 Marco de Referencia/ Gestión de Riesgos Empresariales / Miguel Cortés 53

Project Integration Management

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Maestría en Administración Industrial

Clase 4 Project Integration Management/ Oscar Magdaleno 1

A subject of project management that includes:

PMBOK® Guide 5th Edition, p. 63

Clase 4 Project Integration Management/ Oscar Magdaleno 2

• Includes making choices about resource allocation, making trade-offs among

• Includes the activities needed to

Clase 4 Project Integration Management/ Oscar Magdaleno 3

Clase 4 Project Integration Management/ Oscar Magdaleno 4

Project Management Process Groups

Clase 4 Project Integration Management/ Oscar Magdaleno 5

Develop Project Charter

Clase 4 Project Integration Management/ Oscar Magdaleno 6

Clase 4 Project Integration Management/ Oscar Magdaleno 7

Clase 4 Project Integration Management/ Oscar Magdaleno 8

A project charter is not considered to be a contract

Clase 4 Project Integration Management/ Oscar Magdaleno 9

Internal Project External Project

Clase 4 Project Integration Management/ Oscar Magdaleno 10

Clase 4 Project Integration Management/ Oscar Magdaleno 11

Enterprise Environmental Factors (EEF’s)

Organizational Process Assests (OPA’s)

Clase 4 Project Integration Management/ Oscar Magdaleno 12

Clase 4 Project Integration Management/ Oscar Magdaleno 13

Stakeho. Project Success

Clase 4 Project Integration Management/ Oscar Magdaleno 14

Clase 4 Project Integration Management/ Oscar Magdaleno 15

Clase 4 Project Integration Management/ Oscar Magdaleno 16

Clase 4 Project Integration Management/ Oscar Magdaleno 17

• Projects that exist in the context

Clase 4 Project Integration Management/ Oscar Magdaleno 18

Clase 4 Project Integration Management/ Oscar Magdaleno 19

Clase 4 Project Integration Management/ Oscar Magdaleno 20

• Life cycle selected for the project and the processes

Clase 4 Project Integration Management/ Oscar Magdaleno 21

Clase 4 Project Integration Management/ Oscar Magdaleno 22

Direct and Manage

Clase 4 Project Integration Management/ Oscar Magdaleno 23

Clase 4 Project Integration Management/ Oscar Magdaleno 24

Clase 4 Project Integration Management/ Oscar Magdaleno 25

Clase 4 Project Integration Management/ Oscar Magdaleno 26

Clase 4 Project Integration Management/ Oscar Magdaleno 27

Project Management Information System

Clase 4 Project Integration Management/ Oscar Magdaleno 28

Clase 4 Project Integration Management/ Oscar Magdaleno 29

Monitor and Control

Clase 4 Project Integration Management/ Oscar Magdaleno 30

Clase 4 Project Integration Management/ Oscar Magdaleno 31

Clase 4 Project Integration Management/ Oscar Magdaleno 32

Control includes determining corrective or preventive

Clase 4 Project Integration Management/ Oscar Magdaleno 33

• Providing information to support status reporting,

• Monitoring implementation of approved changes

Clase 4 Project Integration Management/ Oscar Magdaleno 34

Clase 4 Project Integration Management/ Oscar Magdaleno 35

• Regression análisis • Forecasting methods

Project Management Information

Clase 4 Project Integration Management/ Oscar Magdaleno 36

Project Monitor Work