CHAPTER 4 - Project Integration Management Flashcards
- Resource allocation,
- Balancing competing demands,
- Examining any alternative approaches,
- Tailoring the processes to meet the project objectives, and
- Managing the interdependencies among the Project Management Knowledge Areas,
are choices made in ? ? ?
Project Integration Management
? ? ? 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
Project Integration Management
? includes characteristics of unification, consolidation, communication, and interrelationship. These actions should be applied from the start of the project through completion
Integration
The ? ? ? processes are:
- Develop Project Charter [I],
- Develop Project Management Plan [P],
- Direct and Manage Project Work [E],
- Manage Project Knowledge [E],
- Monitor and Control Project Work [M],
- Perform Integrated Change Control [M], and
- Close Project or Phase [C]
Project Integration Management
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 [I]
Project Integration Management
The process of defining, preparing, and coordinating all plan components and consolidating them into an integrated project management plan. +ka
Develop Project Management Plan [P]
Integration Management
The process of leading and performing the work defined in the project management plan and implementing approved changes to achieve the project’s objectives.
Direct and Manage Project Work [E]
Project Integration Management
The PROCESS of using existing knowledge and creating new knowledge to achieve the project’s objectives and contribute to organizational learning.
Manage Project Knowledge [E]
- Project Integration Management
The PROCESS of tracking, reviewing, and reporting overall progress to meet the performance objectives defined in the project management plan.
Monitor and Control Project Work [M]
- Project Integration Management
The process of reviewing all change requests; approving changes and managing changes to deliverables, organizational process assets, project documents, and the project management plan; and communicating the decisions.
Process + ka
Perform Integrated Change Control [M]
Integration Management
In the Intigration KA, the PROCESS of finalizing all activities for the project, phase, or contract
Close Project or Phase [C]
Project Integration Management is specific to project managers. Whereas other Knowledge Areas may be managed by specialists (e.g., cost analysis, scheduling specialists, risk management experts), the ? of Project Integration Management cannot be delegated or transferred.
accountability
Projects and project management are integrative by nature and the links among the processes in the Project Management Process Groups are often ?
iterative
e.g. the Planning Process Group provides the Executing Process Group with a documented project management plan early in the project and then updates the project management plan if changes occur as the project progresses.
Project Integration Management is about:
- Ensuring that the deliverable due dates of the product, service, or result; project life cycle; and the benefits management plan are ?;
aligned
Project Integration Management is about:
- Providing a project management ? to achieve the project objectives;
plan
Project Integration Management is about:
- Ensuring the creation and the use of the appropriate ? to and from the project as necessary
knowledge
Project Integration Management is about:
- Managing the performance and changes of the ? in the project management plan
activities
Project Integration Management is about:
- Making integrated ? regarding key changes impacting the project
decisions
Project Integration Management is about:
- ? and ? the project’s progress and taking appropriate action to meet project objectives
Measuring and monitoring
Project Integration Management is about:
- Collecting data on the results achieved, analyzing the data to obtain information, and ? this information to relevant stakeholders
communicating
Project Integration Management is about:
- Completing all the work of the project and ? closing each phase, contract, and the project as a whole
formally
Project Integration Management is about:
- Managing phase ? when necessary
transitions
The more complex the project and the more varied the expectations of the stakeholders, the more a ? approach to integration is needed.
sophisticated
The volume of data and information that project managers need to integrate makes it necessary to use a project management information system (PMIS) and ? ? to collect, analyze, and use information to meet project objectives and realize project benefits.
automated tools
Some project teams use ? ? ?, rather than written plans and other documents, to capture and oversee critical project elements.
visual management tools
Making key project elements visible to the entire team provides a real-time overview of the project status, facilitates knowledge transfer, and empowers team members and other stakeholders to help identify and solve issues.
The increasingly mobile and transitory work force requires a more rigorous process of identifying knowledge throughout the project life cycle and transferring it to the target audience so that the knowledge is not lost, is ? ? ?
Project knowledge management.
Project managers are being called on to
- Initiate and finalize the project, (project business case development and benefits management)
- engaging in more comprehensive identification and engagement of stakeholders. This includes managing the interfaces with various functional and operational departments and senior management personnel.
Historically, these activities have been the responsibility of management and the project management office, but project managers are more frequently collaborating with them to better meet project objectives and deliver benefits which means the PM’s ? is expanding
responsibility
Some project management methodologies are evolving to incorporate successfully applied new practices. Examples include the use of agile and other iterative practices; business analysis techniques for requirements management; tools for identifying complex elements in projects; and organizational change management methods to prepare for transitioning the project outputs into the organization is about incorporating ? methodologies
Hybrid
Because each project is unique, the project manager may need to tailor the way that Project Integration Management processes are applied. Considerations for tailoring include but are not limited to: ? - Development life cycle, - Management approaches, - Knowledge management, - Change, - Governance, - Lessons learned, and - Benefits.
Project life cycle.
What is an appropriate project life cycle? What phases should comprise the project life cycle?
Because each project is unique, the project manager may need to tailor the way that Project Integration Management processes are applied. Considerations for tailoring include but are not limited to: - Project life cycle, ? - Management approaches, - Knowledge management, - Change, - Governance, - Lessons learned, and - Benefits.
Development life cycle.
What development life cycle and approach are appropriate for the product, service, or result? Is a predictive or adaptive approach appropriate? If adaptive, should the product be developed incrementally or iteratively? Is a hybrid approach best?
Because each project is unique, the project manager may need to tailor the way that Project Integration Management processes are applied. Considerations for tailoring include but are not limited to: - Project life cycle, - Development life cycle, ? - Knowledge management, - Change, - Governance, - Lessons learned, and - Benefits.
Management approaches.
What management processes are most effective based on the organizational culture and the complexity of the project?
Because each project is unique, the project manager may need to tailor the way that Project Integration Management processes are applied. Considerations for tailoring include but are not limited to: - Project life cycle, - Development life cycle, - Management approaches, ? - Change, - Governance, - Lessons learned, and - Benefits.
Knowledge management.
How will knowledge be managed in the project to foster a collaborative working environment?
Because each project is unique, the project manager may need to tailor the way that Project Integration Management processes are applied. Considerations for tailoring include but are not limited to: - Project life cycle, - Development life cycle, - Management approaches, - Knowledge management, ? - Governance, - Lessons learned, and - Benefits.
Change.
How will change be managed in the project?
Because each project is unique, the project manager may need to tailor the way that Project Integration Management processes are applied. Considerations for tailoring include but are not limited to: - Project life cycle, - Development life cycle, - Management approaches, - Knowledge management, - Change, ? - Lessons learned, and - Benefits.
Governance.
What control boards, committees, and other stakeholders are part of the project? What are the project status reporting requirements?
Because each project is unique, the project manager may need to tailor the way that Project Integration Management processes are applied. Considerations for tailoring include but are not limited to: - Project life cycle, - Development life cycle, - Management approaches, - Knowledge management, - Change, - Governance, ?, and - Benefits.
Lessons learned.
What information should be collected throughout and at the end of the project? How will historical information and lessons learned be made available to future projects?
Because each project is unique, the project manager may need to tailor the way that Project Integration Management processes are applied. Considerations for tailoring include but are not limited to: - Project life cycle, - Development life cycle, - Management approaches, - Knowledge management, - Change, - Governance, - Lessons learned, and ?.
Benefits.
When and how should benefits be reported: at the end of the project or at the end of each iteration or phase?
Iterative and agile approaches promote the engagement of team members as local domain experts in ? management. The team members determine how plans and components should integrate.
integration
The expectations of the project manager as noted in the Key Concepts for Integration Management do not change in an adaptive environment, but control of the detailed product planning and delivery is delegated to the team. The project manager’s focus is on building a collaborative decision-making environment and ensuring the team has the ability to respond to changes. This collaborative approach can be further enhanced when team members possess a broad skill base rather than a narrow specialization.
The key benefits of this process are that it provides a direct link between the project and the strategic objectives of the organization, creates a formal record of the project, and shows the organizational commitment to the project. This process is performed once or at predefined points in the project. Which process is this?
Develop Project Charter [I]
(This may be different in newer versions) What data flow do these belong to? 1 Business documents • Business case 2 Agreements 3 Enterprise Environmental Factors (EEF) 4 Organizational Process Assets (OPA)
Develop Project Charter - Inputs
What data flow do these belong to? 1 Expert judgment 2 Data gathering • Brainstorming • Focus groups • Interviews 3 Interpersonal and team skills • Conflict management • Facilitation • Meeting management 4 Meetings
Tools and Techniques - Develop Project Charter
This data flow is almost exactly the same as Develop Project Management Plan except it does not have ‘Checklists’ in Data Gathering
What data flow do these belong to?
1 Project charter
2 Assumption log
Develop Project Charter - Outputs
A ? ?
- establishes a formal agreement or formal contract (for external projects),
- ensures proper delivery under the contract,
- when approved, formally initiated the project.
Project Charter
A project manager is identified and assigned as early in the project as is feasible, PREFERABLY while the project charter is being developed and always prior to the start of ?.
planning
The project charter can be developed by the ? or the ? ? in collaboration with the initiating entity.
sponsor or the project manager
This collaboration allows the project manager to have a better understanding of the project purpose, objectives, and expected benefits. This understanding will better allow for efficient resource allocation to project activities.
The project charter provides the project manager with the authority to ?, ?, and ? the project.
plan, execute, and control
Projects are initiated by an entity ? to the project such as a sponsor, program, or project management office (PMO), or a portfolio governing body chairperson or authorized representative.
external
The project initiator or sponsor should be at a level that is appropriate to procure funding and commit resources to the project.
Projects are initiated due to ? business needs or ? influences.
internal
external
These needs or influences often trigger the creation of a needs analysis, feasibility study, business case, or description of the situation that the project will address.
Chartering a project ? alignment of the project to the strategy and ongoing work of the organization.
validates
A project charter is ? considered to be a contract because there is no consideration or money promised or exchanged in its creation.
NOT
The ? ? describes the necessary information from a business standpoint to determine whether the expected outcomes of the project justify the required investment. It is commonly used for decision making by managers or executives above the project level. Typically, the business need and the cost-benefit analysis are contained in this document to justify and establish boundaries for the project.
Business Case
- Inputs - Develop Project Charter
One or more of these are used to create what document (+ process/flow seg)?
- Market demand
- Organizational need
- Customer request
- Technological advance
- Legal requirement
- Ecological impacts
- Social need
Business Case - Input - Develop Project Charter
The project manager does not update or modify the ? documents (Business Case) since they are not project documents; however, the project manager may make recommendations.
business
? are used to define initial intentions for a project and may take the form of contracts, memorandums of understanding (MOUs), service level agreements (SLA), letters of agreement, letters of intent, verbal agreements, email, or other written agreements.
Agreements
Typically, a contract is used when a project is being performed for an EXTERNAL customer.
- Government or industry standards ,
- Legal and regulatory requirements and/or constraints,
- Marketplace conditions,
- Organizational culture and political climate,
- Organizational governance framework, and
- Stakeholders’ expectations and risk thresholds;
are some examples of the ? ? ? that can influence the Develop Project Charter process.
Enterprise Environmental Factors (EEF)
What are product standards, quality standards, safety standards, and workmanship standards examples of ?
Government or industry standards
What is used as a structured way to provide control, direction, and coordination through people, policies, and processes to meet organizational strategic and operational goals ? ? ?
Organizational governance framework
governance functions and processes to provide guidance
and decision making
The ? ? ? that can influence the Develop Project Charter process include but are not limited to:
- Organizational standard policies, processes, and procedures;
- Portfolio, program, and project governance framework ;
- Monitoring and reporting methods;
- Templates; and
- Historical information and lessons learned repository
Organizational Process Assets (OPAs)
What are: project records and documents, information about the results of previous project selection decisions, and information about previous project performance also know as (2 names)
Historical information
and
Lessons learned repository
? ? is defined as judgement provided based upon expertise in an application area, Knowledge Area, discipline, industry, etc., as appropriate for the activity being performed.
Expert judgement
Such expertise may be provided by any group or person with specialized education, knowledge, skill, experience, or training.
What process/flow segment?
- Organizational strategy,
- Benefits management,
- Technical knowledge of the industry and focus area of the project,
- Duration and budget estimation, and
- Risk identification.
Expert Judgement - Tools and Techniques - Develop Project Charter [I],
These are some examples of what (incl process/flow segment)?
- Brainstorming,
- Focus groups,
- Interviews.
Develope Project Charter - Tools and Techniques - Data Gathering.
These are 3/4 also used in Develop Project Management Plan - Tools and Techniques - Data Gathering
These are some examples of what (incl process/flow segments)?
- Conflict management.
- Facilitation.
- Meeting management
Interpersonal and Team Skills - Tools and Techniques, in Develop Project Charter & Develop Project Management Plan
? ? can be used to help bring stakeholders into alignment on the objectives, success criteria, high-level requirements, project description, summary milestones, and other elements of the charter and project management plan
- Conflict Management.
? is the ability to effectively guide a group event to a successful decision, solution, or conclusion. A ? ensures that there is effective participation, that participants achieve a mutual understanding, that all contributions are considered, that conclusions or results have full buy-in according to the decision process established for the project, and that the actions and agreements achieved are appropriately dealt with afterward.
- Facilitation.
facilitator
? ? includes preparing the agenda, ensuring that a representative for each key stakeholder group is invited, and preparing and sending the follow-up minutes and actions. And are also necessary to ensure that the numerous meetings that are necessary to develop, unify, and agree on the project management plan are well run.
Meeting Management - Tools and Techniques in both Develop Project Charter & Develop Project Management Plan
These are held with key stakeholders to identify the project objectives, success criteria, key deliverables, high-level requirements, summary milestones, and other summary information.
Name the process/flow segment
Develop Project Charter - Tools and Techniques - Meetings
What documents the high-level information on the project and on the product, service, or result the project is intended to
satisfy?
Project Charter
- Project purpose;
- Measurable project objectives and related success criteria;
- High-level requirements;
- High-level project description, boundaries, and key deliverables;
- Overall project risk;
- Summary milestone schedule;
- Preapproved financial resources;
- Key stakeholder list;
- Project approval requirements;
- Project exit criteria;
- Assigned project manager, responsibility, and authority level; and
- Name and authority of the sponsor or other person(s) authorizing this.
Are examples of high-level information found is what?
Project Charter
At a high level, the project charter ensures a common understanding by the stakeholders of the key deliverables, milestones, and the roles and responsibilities of everyone involved in the project.
These are what? - what constitutes project success, - who decides the project is successful, and - who signs off on the project; \+Process/flow
- Project approval requirements
Develop Project Charter - Output - Project Charter
High-level strategic and operational assumptions and constraints are normally identified in the business case ? the project is initiated and will flow into the project charter.
before
Lower-level activity AND task assumptions are generated ? the project such as defining technical specifications, estimates, the schedule, risks, etc.
throughout
The assumption log is used to record all assumptions and constraints throughout the project life cycle.
? ? ? ? is the PROCESS of defining, preparing, and coordinating all plan components and consolidating them into an integrated project management plan. The key benefit of this process is the production of a comprehensive document that defines the basis of all project work and how the work will be performed.
Develop Project Management Plan
This process is performed once or at predefined points in the project.
1 Project charter 2 Outputs from other processes 3 Enterprise Environmental Factors (EEF) 4 Organizational Process Assets (OPAs) Are from what process flow?
Develop Project Management Plan - Inputs
1 Expert judgment 2 Data gathering • Brainstorming • Checklists • Focus groups • Interviews 3 Interpersonal and team skills • Conflict management • Facilitation • Meeting management 4 Meetings Are from what process flow?
Develop Project Management Plan - Tools & Techniques
- Project management plan
Is from what process flow?
Develop Project Management Plan - Outputs
The ? ? ? defines how the project is executed, monitored and controlled, and closed, and its content varies depending on the application area and complexity of the project.
project management plan
It may be either summary level or detailed. Each component plan is described to the extent required by the specific project, and should be robust enough to respond to an everchanging project environment. This agility may result in more accurate information as the project progresses.
The project management plan should be ?; that is, it is necessary to define at least the project references for scope, time, and cost, so that the project execution can be measured and compared to those references and performance can be managed.
baselined
BEFORE the baselines are defined, the project management plan may be updated as many times as necessary. No formal process is required at that time.
Once a Project Management Plan has been baselined, it may only be changed through the ? ? ? ? process.
Perform Integrated Change Control
Change requests will be generated and decided upon whenever a change is requested. This results in a project management plan that is progressively elaborated by controlled and approved updates extending through project closure.
Projects that exist in the context of a program or portfolio should develop a project management plan that is ? with the program or portfolio management plan.
consistent
e.g. if the program management plan indicates all changes exceeding a specified cost need to be reviewed by the change control board (CCB), then this process and cost threshold need to be defined in the project management plan.
The project team uses the project charter as a starting point for initial ? ? .
project planning
At a minimum, the ? ? should define the high-level information about the project that will be elaborated in the various components of the project management plan.
project charter
? from many of the other processes are integrated to create the project management plan. Subsidiary plans and baselines that are an (S) from other planning processes are inputs to this process. Changes to these documents may necessitate updates to the project management plan.
Outputs
- Government or industry standards;
- Legal and regulatory requirements and/or constraints;
- Project management body of knowledge for vertical market (e.g., construction) and/or focus area (e.g., environmental, safety, risk, or agile software development);
- Organizational structure, culture, management practices, and sustainability;
- Organizational governance framework; and
- Infrastructure.
Influence what process/flow seg?
Enterprise Environment Factors (EEF) - Inputs - Develop Project Management Plan
- Organizational standard policies, processes, and procedures;
- Project management plan template, including:
>Guidelines and criteria for tailoring the organization’s set of standard processes to satisfy the specific needs of the project,
>Project closure guidelines or requirements such as the product validation and acceptance criteria. - Change control procedures, including the steps by which official organizational standards, policies, plans, procedures, or any project documents will be modified and how any changes will be approved and validated;
- Monitoring and reporting methods, risk control procedures, and communication requirements;
- Project information from previous similar projects (e.g., scope, cost, schedule and performance measurement baselines, project calendars, project schedule network diagrams, and risk registers); and
- Historical information and lessons learned repository.
Influence what process/flow seg?
Organisational Process Assets (OPAs) - Inputs - Develop Project Management Plan
- Tailoring the project management process to meet the project needs, including the dependencies and interactions among those processes and the essential inputs and outputs;
- Developing additional components of the project management plan if needed;
- Determining the tools and techniques to be used for accomplishing those processes;
- Developing technical and management details to be included in the project management plan;
- Determining resources and skill levels needed to perform project work;
- Defining the level of configuration management to apply on the project;
- Determining which project documents will be subject to the formal change control process; and
- Prioritizing the work on the project to ensure the project resources are allocated to the appropriate work at the appropriate time.
Influence what process/flow seg?
Expert Judgement - Tools and Techniques - Develop Project Management Plan
These are some examples of what (incl process/flow segment)?
- Brainstorming,
- Checklists,
- Focus groups,
- Interviews.
Develop Project Management Plan - Tools and Techniques - Data Gathering
This technique is used to identify a list of ideas in a short period of time. It is conducted in a group environment and is led by a facilitator. It comprises two parts: idea generation and analysis. It can be used to gather data (in T&Ts) and solutions or ideas from stakeholders, subject matter experts, and team members.
Brainstorming.
Used in T&Ts Data Gathering process e.g. Develop Project Charter & Develop Project Management Plan
? ? bring together stakeholders and subject matter experts to learn about the perceived project risk, success criteria, and other topics like, the project management approach and the integration of the different components of the project management plan in a more conversational way than a one-on-one interview.
Focus groups.
Data Gathering - Tools and Techniques -
Develop Project Charter
Develop Project Management Plan
These are used to obtain information on high-level requirements, assumptions or constraints, approval criteria, and other information from stakeholders by talking directly to them.
Interviews.
Data Gathering - Tools and Techniques - Develop Project Charter
Develop Project Management Plan
Many organizations have standardized ? available based in their own experience or use (S) from the industry, and may guide the project manager to develop the plan or may help to verify that all the required information is included in the project management plan.
Checklists
In Develop Project Management Plan T&Ts
? are used to discuss the project approach, determine how work will be executed to accomplish the project objectives, and establish the way the project will be monitored and controlled.
Meetings
Develop Project Management Plan - Tools and Techniques - Meetings
The project ? meeting is usually associated with the end of planning and the start of executing. Its purpose is to communicate the objectives of the project, gain the commitment of the team for the project, and explain the roles and responsibilities of each stakeholder.
kick-off
The kick-off may occur at different points in time depending on the characteristics
of the project:
For small projects, there is usually only one team that performs the planning and the execution. In this case, the kick-off occurs shortly after initiation, in the ? ? ?, because the team is involved in planning.
Planning Process Group
In large projects, a project management team normally does the majority of the planning, and the remainder of the project team is brought on when the initial planning is complete, at the start of the development/implementation. In this instance, the kick-off meeting takes place with processes in the ? ? ?
Executing Process Group.
? projects will typically include a kick-off meeting at the beginning of each phase.
Multiphase
The ? ? ? (+flow) is the document that describes how the project will be executed, monitored and controlled, and closed. It integrates and consolidates all of the subsidiary management plans and baselines, and other information necessary to manage the project. The needs of the project determine which components of the (S) are needed.
Project Management Plan
Develop Project Management Plan - Outputs - Project Management Plan
Project Management Plan components include but are not limited to: ? management plans: Which include: - Scope management plan. - Requirements management plan. - Schedule management plan. - Cost management plan. - Quality management plan. - Resource management plan. - Communications management plan. - Risk management plan. - Procurement management plan. - Stakeholder engagement plan.
Subsidiary
Project Management Plan ? include but are not limited to:
- Subsidiary management plans:
- Baselines:
- Additional components.
components
Most components of the project management plan are produced as outputs from other processes, though some are produced during this process. ? components developed as part of this process will be dependent on the project; however, they often include but are not limited to:
- Change management plan.
- Configuration management plan.
- Performance measurement baseline
- Project life cycle
- Development approach
- Management reviews.
Additional
Project management plan components include but are not limited to:
- Subsidiary management plans;
- Baselines; and
- Additional Components.
Under which of these 3 is this? What is it? +Process/flow?
Describes how the change requests throughout the project will be formally authorized and incorporated.
Additional Components
Change management plan.
Project Management Plan - Outputs - Develop Project Management Plan
Project management plan components include but are not limited to:
- Subsidiary management plans;
- Baselines; and
- Additional Components.
Under which of these 3 is this? What is it? +Process/flow?
Describes how the information about the items of the project (and which items) will be recorded and updated so that the product, service, or result of the project remains consistent and/or operative.
Additional Components
Configuration management plan.
Project Management Plan - Outputs - Develop Project Management Plan
Project management plan components include but are not limited to:
- Subsidiary management plans;
- Baselines; and
- Additional Components.
Under which of these 3 is this? What is it? +Process/flow?
An integrated scope-schedule-cost plan for the project work against which project execution is compared; to measure and manage performance
Baseline
Performance measurement baseline
Project Management Plan - Outputs - Develop Project Management Plan
Project management plan components include but are not limited to:
- Subsidiary management plans;
- Baselines; and
- Additional Components.
Under which of these 3 is this? What is it? +Process/flow?
Describes the series of phases that a project passes through from its initiation to its closure.
Additional Components
Project life cycle
Project Management Plan - Outputs - Develop Project Management Plan
Project management plan components include but are not limited to:
- Subsidiary management plans;
- Baselines; and
- Additional Components.
Under which of these 3 is this? What is it? +Process/flow?
Describes the product, service, or result ? ? , such as predictive, iterative, agile, or a hybrid model.
Additional Components
Development approach
Project Management Plan - Outputs - Develop Project Management Plan
Project management plan components include but are not limited to:
- Subsidiary management plans;
- Baselines; and
- Additional Components.
Under which of these 3 is this? What is it? +Process/flow?
Identifies the points in the project when the project manager and relevant stakeholders will review the project progress to determine if performance is as expected, or if preventive or corrective actions are necessary.
Additional Components
Management reviews.
Project Management Plan - Outputs - Develop Project Management Plan
How many Project Management Plan documents are there?
19
- Scope management plan
- Requirements management plan
- Schedule management plan
- Cost management plan
- Quality management plan
- Resource management plan
- Communications management plan
- Risk management plan
- Procurement management plan
- Stakeholder engagement plan
- Change management plan
- Configuration management plan
- Scope baseline
- Schedule baseline
- Cost baseline
- Performance measurement baseline
- Project life cycle description
- Development approach
- Management Review
How many project documents (non PM Plan) does PMBOK reference?
33 Activity: attributes; list Assumption log Basis of estimates Change log Cost: estimates; forecasts Duration estimates Issue log Lessons learned register Milestone list Physical resource assignments Project: calendars; communications; schedule; schedule network diagram; scope statement; team assignments Quality: control measurements; metrics; report Requirements: documentation; traceability matrix Resource: breakdown structure; calendars; requirements Risk: register; report Schedule: data; forecasts Stakeholder register Team charter Test and evaluation documents
The process of leading and performing the work defined in the project management plan and implementing approved changes to achieve the project’s objectives. The key benefit of this process is that it provides overall management of the project work and deliverables, thus improving the probability of project success. This process is performed throughout the project.
Direct and Manage Project Work [E]
1 Project management plan • Any component 2 Project documents • Change log • Lessons learned register • Milestone list • Project communications • Project schedule • Requirements traceability matrix • Risk register • Risk report 3 Approved change requests 4 Enterprise environmental factors 5 Organizational process assets. Are what process/flow
Direct and Manage Project Work - Inputs
1 Expert judgement 2 Project management information system (PMIS) 3 Meetings Process/flow?
Direct and Manage Project Work - Tools and Techniques
1 Deliverables 2 Work performance data 3 Issue log 4 Change requests 5 Project management plan updates • Any component 6 Project documents updates • Activity list • Assumption log • Lessons learned register • Requirements documentation • Risk register • Stakeholder register 7 Organizational process assets updates
Direct and Manage Project Work - Outputs
Direct and Manage Project Work involves ? the planned project activities to complete project deliverables and accomplish established objectives. Available resources are allocated, their efficient use is managed, and changes in project plans stemming from analyzing work performance data and information are carried out. This process is directly affected by the project application area.
executing
In the Direct and Manage Project Work process ? are produced as outputs from processes performed to accomplish the project work as planned and scheduled in the project management plan.
Deliverables
The project manager, along with the ? ? ?, directs the performance of the planned project activities and manages the various technical and organizational interfaces that exist in the project.
project management team
This process also requires review of the impact of all project changes and the implementation of approved changes: corrective action, preventive action, and/or defect repair.
Direct and Manage Project Work
During project execution, the ? ? ? is collected and communicated to the applicable controlling processes for analysis. This analysis provides information about the completion status of deliverables and other relevant details about project performance.
Work Performance Data
The work performance data will also be used as an ? to the Monitoring and Controlling Process Group, and can be used as ? into lessons learned to improve the performance of future work packages.
input
feedback
ANY component of the project management plan may be an input to this process.
Direct and Manage Project Work
• Change log • Lessons learned register • Milestone list • Project communications • Project schedule • Requirements traceability matrix • Risk register • Risk report Are what process/flow segment?
Project Documents - Inputs - Direct and Manage Project Work
The ? ? contains the status of all change requests.
change log
Project Documents
- Inputs - Direct and Manage Project Work & Close Project or Phase
- Outputs - Perform Integrated Change Control
Used to improve the performance of the project and to avoid repeating mistakes. The register helps identify where to set rules or guidelines so the team’s actions are aligned. +(flow)
Lessons learned register
Direct and Manage Project Work - Inputs - Project Documents
This shows the scheduled dates for specific achievement +(flow)
Milestone list
Direct and Manage Project Work - Inputs - Project Documents
Things shared include performance reports, deliverable status, and other information generated by the project. (+Process/flow)
Project communications.
Project Documents - Inputs - Direct and Manage Project Work
This includes at least the list of work activities, their durations, resources, and planned start and finish dates.
Project schedule
Project Documents - Inputs - Direct and Manage Project Work
This links product requirements to the deliverables that satisfy them and helps to focus on the final outcomes. (+flow)
Requirements traceability matrix
Project Documents - Inputs - Direct and Manage Project Work
This provides information on threats and opportunities that may impact project execution.
• Risk register
Direct and Manage Project Work - Inputs - Project Documents
This provides information on sources of overall project risk along with summary information on identified individual project risks.
• Risk report
Direct and Manage Project Work - Inputs - Project Documents
These are a process input and output and include those requests reviewed and approved for implementation by the project manager or by the change control board (CCB) when applicable. The ? ? ? (+flows) maybe a corrective action, a preventive action, or a defect repair, and are scheduled and implemented by the project team and can impact any area of the :
- Project
- Project Management Plan (PMP)
- PMP Components, or
- Project Documents
Approved change requests
- Inputs - Direct and Manage Project Work
- Outputs - Perform Integrated Change Control
- Organizational structure, culture, management practices, and sustainability;
- Infrastructure (e.g., existing facilities and capital equipment); and
- Stakeholder risk thresholds (e.g., allowable cost overrun percentage).
Influence what process/flow segment?
Enterprise Environmental Factors (EEF)
- Inputs - Direct and Manage Project Work
- Organizational standard policies, processes, and procedures;
- Issue and defect management procedures defining issue and defect controls, issue and defect identification and resolution, and action item tracking;
- Issue and defect management database(s) containing historical issue and defect status, issue and defect resolution, and action item results;
- Performance measurement database used to collect and make available measurement data on processes and products;
- Change control and risk control procedures; and
- Project information from previous projects (e.g. scope, cost, schedules, reports, LLs etc)
Influence what process/flow segment?
Organizational Process Assets (OPAs)
- Inputs - Direct and Manage Project Work
- Technical knowledge on the industry and focus area of the project,
- Cost and budget management,
- Legal and procurement,
- Legislation and regulations, and
- Organizational governance.
Influence what process/flow segment?
Expert Judgement - Tools and Techniques - Direct and Manage Project Work
This provides access to information technology (IT) software tools, such as scheduling software tools, work authorization systems, configuration management systems, information collection and distribution systems, as well as interfaces to other online automated systems such as corporate knowledge base repositories. Automated gathering and reporting on key performance indicators (KPI) can be part of this system.
What process/flow segment?
Project Management Information System (PMIS)
- Tools and Techniques - Direct and Manage Project Work
These are used to discuss and address pertinent topics of the project when executing this process. Attendees may include the project manager, the project team, and appropriate stakeholders involved or affected by the topics addressed. Each attendee should have a defined role to ensure appropriate participation.
(+flow)
Meetings
- Tools and Techniques - Direct and Manage Project Work
These are any unique and verifiable product, result, or capability to perform a service that is required to be produced to complete a process, phase, or project. These are typically outcomes (or tangable components as inputs) of the project and can include components of the project management plan.
Process/flow segment?
Deliverables
- Outputs - Direct and Manage Project Work
Also
Deliverables - Inputs - Manage Project Knowledge
? ? should be applied once the first version of a deliverable has been completed. The control of the multiple versions or editions of a deliverable (e.g., documents, software, and building blocks) is supported by Configuration Management Tools and Procedures.
Change control
Kick-off, technical, sprint or iteration planning, Scrum, daily standups, steering group, problem solving, progress update, and retrospective are some examples of what?
Meetings
The raw observations and measurements identified during activities being performed to carry out the project work. Data are often viewed as the lowest level of detail from which information is derived by other processes. Data is gathered through work execution and passed to the controlling processes for further analysis.
Process/flow?
Work Performance Data
- Outputs - Direct and Manage Project Work
Work completed, key performance indicators (KPIs), technical performance measures, actual start and finish dates of schedule activities, story points completed, deliverables status, schedule progress, number of change requests, number of defects, actual costs incurred, actual durations, etc.
Are examples of what?
Work Performance Data
Throughout the life cycle of a project, the project manager will normally face problems, gaps, inconsistencies, or conflicts that occur unexpectedly and that require some action so they do not impact the project performance. The ? ? (+flow) is a project document where all the issues are recorded and tracked.
Issue Log
- Outputs - Direct and Manage Project Work
Data on issues may include:
Issue type, Who raised the issue and when, Description, Priority, Who is assigned to the issue, Target resolution date, Status, and Final solution.
The issue log will help the project manager effectively track and manage issues, ensuring that they are investigated and resolved. The issue log is created for the first time as an output of the Direct and Manage Project Work process, although issues may happen at any time during the project. The issue log is ? as a result of the monitoring and control activities throughout the project’s life cycle.
updated
A formal proposal to modify any document, deliverable, or baseline. When issues are found while project work is being performed, ? ? (+flow) can be submitted, which may modify project policies or procedures, project or product scope, project cost or budget, project schedule, or quality of the project or product results. They can also cover the needed preventive or corrective actions to forestall negative impact later in the project. They can be optional or legally/contractually mandated.
Change Requests
- Outputs - Direct and Manage Project Work
Any project stakeholder, inside or outside the project may request a change and are processed for review and disposition through the Perform Integrated Change Control process
- Corrective action.
- Preventive action.
- Defect repair.
- Updates.
Process/flow?
Change Requests
- Outputs - Direct and Manage Project Work
An intentional activity that realigns the performance of the project work with the project management plan. (+flow)
Corrective action.
Change Requests - Outputs - Direct and Manage Project Work
An intentional activity that ensures the future performance of the project work is aligned with the project management plan.
Preventive action
Change Requests - Outputs - Direct and Manage Project Work
An intentional activity to modify a nonconforming product or product component (+flow)
Defect repair
Change Requests - Outputs - Direct and Manage Project Work
Changes to formally controlled project documents, plans, etc., to reflect modified or additional ideas or content.
Updates.
Change Requests - Outputs - Direct and Manage Project Work
Any change to the project management plan goes through the organization’s change control process via a change request. Any component of the project management plan may require a change request as a result of this process.
Process/flow?
Project Management Plan Updates - Outputs - Direct and Manage Project Work