Integrated Initiation and Planning

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

Each of these processes links through a system of inputs and outputs. Together, they coordinate all activities and other processes in the project life cycle. Some of the Project Integration Management processes repeat in each project phase.

The Project Integration Management Knowledge Area includes six processes:
– Providing solutions to meet changing project needs
– Effectively managing resource allocation
– Coordinating processes to accomplish the project’s objectives in a methodical way
What are the roles of Project Integration Management in a project?
Change requests generated as a result of monitoring and control activities become an input to the Perform Integrated Change Control process.
How are the Monitor and Control Project Work and Perform Integrated Change Control processes linked?
– The project management plan, created or updated through the other processes, is an input to the Close Project or Phase process

– It uses accepted deliverables from the Direct and Manage Project Work process as an input

How is the Close Project or Phase process linked to the Direct and Manage Project Work, Monitor and Control Project Work, and Perform Integrated Change Control processes?
The project charter is a key input to the Develop Project Management Plan process
What is the main way in which the Develop Project Charter process and the Develop Project Management Plan process are linked?
– Work performance data, an output of the Direct and Manage Project Work process, is processes and work performance information becomes an input to the Monitor and Control Project Work process

– The Monitor and Control Project Work process often generates change requests that, if approved, become inputs to the Direct and Manage Project Work process

How do the Direct and Manage Project Work process and the Monitor and Control Project Work process interact with each other?
– Contracts with customers, suppliers or vendors
– Company project management templates
– The statement of work (SOW) for the project
– The project’s business case
– Aspects of organizational infrastructure likely to affect the project
– Standardized processes for authorizing work
– Relevant governmental standards
What are examples of the inputs to the Develop Project Charter process?
– Market demand
– Customer requests
– Adaptation to technological advances
– Training requirements
– Business or Social needs
– Compliance with legal requirements and governmental standards
Which types of business needs may create the need for a project?
– It’s the technique used to assess inputs and develop the project charter
– It plays a role in defining the product and project requirements included in the project charter
What roles does expert judgement play in developing a project charter?
Internal Customer
Shipping staff who receive training on the use of a new tracking software is an example of what type of customer?
External Customer
A celebrity event planner who hires your company to provide full catering services for weddings is an example of what type of customer?
A nonprofit organization that buys a new series of self-help books that you have launched is an example of what type of customer?
Legal requirement
New laws require perishable products to contain more specific food labels is an example of what kind of business need?
Social need
Your company supplies disaster relief to flood victims is an example of what kind of business need?
Customer request
Your company is contracted to supply a new product line of manufacturing equipment is an example of what kind of business need?
Market demand
Retailers are selling far larger numbers of solar panels than in previous years is an example of what kind of business need?
Technological advance
Your company updates its telecommunication products to take advantage of new satellite communications is an example of what kind of business need?
Organizational need
Your company needs to upgrade its phone system is an example of what kind of business need?
External customer & Consumer
A person who buys your computer games to play on his/her personal computer at home is an example of why type of customer?
External customer
A hotel chain that contracts your company to make customized light fittings for distribution to its hotels worldwide is an example of what type of customer?
Internal customer
The Human Resources Department in your company, in relation to a project to develop a new employee payroll system is an example of why type of customer?
– It’s a technique used to evaluate project charter inputs
– It’s used to help define the product and project requirements that go into the project charter
What roles does expert judgement play in developing a project charter?
By approving a project charter, the project sponsor formally authorizes a project. So the charter serves as an official agreement about what a project must achieve and how, at a high level. It gives the project manager the authority to assign organizational resources and links the project to the ongoing work of the organization
Why is it important to develop a project charter?
Describes the business reason for initiating the project, specifically stating the business problem that the project will resolve.
Business need
Defines the measurable business goals and objectives and factors that are deemed critical to the success of a project. These criteria are used to measure what must be done for the project to be acceptable to stakeholders.
Measurable objectives and success criteria
Describes what is needed to perform the work to the required specifications.
Project requirements
Describes the product to be delivered and establishes the boundaries of the project.
Product scope description
Describes the deliverables, which are a set of outputs for each milestone delivery date. This information provides checkpoints for monitoring project progress and validating work.
Milestones and deliverables schedule
Provides an itemized forecast of estimated or intended expenditures.
Summary budget
Describes the quality objectives for each deliverable in terms of output standards and approval requirements. This includes all the product-related reviews and processes that will be carried out during the project.
Approval requirements
Establishes the authority of the named individual to make decisions and lead the project, and identifies this person’s main responsibilities and authority level.
Nominated project manager
Names the person who has ultimate responsibility for the project and who has the formal authority to approve the project charter.
Project sponsor approval
– Subsidiary plans
– Historical information
– Governmental regulations
– Project Charter
What are some of the inputs for the Develop Project Management Plan process?
– Phases or life cycle stages of the project
– Procedures for carrying out work to meet project objectives
– Tailored project management processes
Which process-related components do you need to consider for the project management plan?
– How changes and document version control will be handled
– How project issues will be monitored and managed
– How configuration management will be performed
What control-related information should you include in the project management plan?
– Cost
– Scope
– Schedule
The performance measurement baseline consists of which individual baselines?
– Quality management processes
– Procurement processes
What information from subsidiary plans is included in the project management plan?
The Develop Charter process
The Project Charter is an output of…?
– Project purpose / justification
– Measurable project objectives and success criteria
– Requirements
– Product characteristics
– Milestones and schedule
– Summary budget
– Project approval requirements
– Project manager
– Project sponsor
The Project Charter contains what basic information you develop into a detailed project management plan during the Planning group process?
– A project overview
– A description of the business need
– The success criteria
– Composition of the project team
– Subsidiary plans (Cost management, Human Resources, etc.)
The project management plan converts what’s in the charter into detailed plans for meeting the requirements it outlines. It contains:
The project management plan is a formal document that defines how a project team will execute, monitor, control and close a project. It contains a collection of subsidiary plans that are developed during the Planning processes of several Knowledge areas: Project Scope, Time, Cost, Quality, Human Resources, Communications, Risk, Procurement and Stakeholder Management.

Example: The communications management plan is an output of the Plan Communications Management process and an input to the Development Project Management Plan process

When gathering inputs for a project management plan, why is it important to include the outputs of other processes?
– Scope
– Schedule
– Cost
– Quality
– Human Resources
– Communications
– Risk
– Procurement
– Stakeholder
Subsidiary Plans include…
– Governmental regulations or industry standards
– Project management information systems
– Company infrastructure
– Personnel administration information
– Organizational structure and culture
What enterprise environmental factors are inputs into the Develop Project Management Plan process.
– The Schedule Management Plan
– Historical information
– The Project Charter
– Infrastructure information
What are the inputs a Project Manager would use when developing the Project Management Plan?
It helps you in tailoring processes to meet project needs and it assists you in developing technical and management details
What role does expert judgement play in developing a project management plan?
– Nature of the project
– Level of experience of project team
– Level or risk
– Project environment
The amount of detail included in a Project Management Plan depends on?
– Project Scope Statement
– Work Breakdown Structure (WBS)
A Scope Baseline is composed of…
– Measure performance
– Monitor scope changes
– Ensure meeting project objectives
A Scope Baseline is used to…
– Develop a schedule
– Estimate the duration of individual activities based on available resources
A Schedule Baseline is used to…
Gantt chart
A popular tool used to illustrate a schedule is
Authorized Project Budget
A Cost Performance Baseline is also called
– Monitor planned against actual costs
– Control costs
– Manage budget changes
A Cost Performance Baseline is used to…
– Cost Performance
– Schedule
– Scope
What baselines would you include in a performance measurement baseline?
– Schedule
– Cost
– Quality
– Process Improvement
– Human Resource
– Communication
– Risk
– Procurement
– Stakeholder
Subsidiary Management Plans
Describes the processes necessary to achieve on-time completion of the project. It includes the Schedule Baseline and defines the criteria for controlling the project schedule.
The Schedule Management Plan
Contains the project budget and describes the processes involved in planning, controlling and managing costs so the project can be completed within projected budget
The Cost Management Plan
Includes all the activities that establish quality policies, objectives and responsibilities so that the project will meet the needs for which the project was created.

The Quality Management and Process Improvement plans are often combined because they’re both concerned with quality management.

The Quality Management Plan
Details how to analyze processes so you can take steps to make them more efficient.

It defines process metrics and process configuration.

It also includes targets for improved performance to guide process improvement activities

The Process Improvement Plan
Outlines how human resource requirement will be met

Contains details of the roles and responsibilities

The Human Resource Plan
Outlines what information must be communicated about project activities and outcomes, by whom and in what format
The Communications Plan
– Documents procedures for managing risk
– Identifies and quantifies risk
– Outlines responsibilities for managing risk
– Outlines how contingency plans will be implemented
– Outlines how reserves will be allocated

A useful tool that’s often included is a probability and impact matrix used to quantify and prioritize risks according to their potential impacts on the project

The Risk Management Plan
– Details the processes necessary to purchase or acquire required materials, products, goods and services

– Outlines how the processes from developing procurement documentation through contract closure will be managed

The Procurement Management Plan
Outlines stakeholder information such as engagement levels of key stakeholders, interrelationships between stakeholders, requirements for communicating with stakeholders and the types, frequency and methods of information to be distributed to stakeholders
The Stakeholder Management Plan
– Project Management Information Systems
– Project Charter
– Change control procedures
– Time management plan
What inputs do you need when developing a Project Management Plan?
– How configuration management will be performed
– How project issues will be monitored and managed
– How changes will be monitored and controlled
What types of control-related information should you include in the Project Management Plan?

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