Integration Knowledge Area

Transcription

1 Integration Knowledge Area Develop Project Charter Project statement of work Expert judgment Project charter Business case Contract (if third party project) EEF: government/industry standards, organizational infrastructure, marketplace conditions OPA: Org s standard processes, policies, definitions, templates, historical info and lessons learned Develop Project Management Plan Project chárter Expert judgment Project management plan Planning process outputs EEF: Government/industry standards, org structure/infrastructure/culture, project management system OPA: Standardized guidelines, proposal/performance eval criteria, PMP templates, closure templates, change control procedures, previous project docs like calendars, registers, and baselines. Direct And Manage Project Execution Project management plan Expert judgment Deliverables Approved change requests EEF: Infrastructure, personnel rules, stakeholder risk tolerances, project management information systems OPA: Standardized work guidelines, communication requirements, defect management procedures, project files from previous projects Project management information system Monitor and Control Project Work Work performance information Project management plan updates Project management plan Expert judgment

2 Performance reports EEF: Industry/Gov standards, stakeholder risk tolerances, project management information systems OPA: org communications requirements, financial controls procedures, defect management procedures, risk control/categories/matrices Project management plan Perform Integrated Change Control Expert judgment Change request status updates (approved change requests and denied change requests) Work performance information Change control meetings EEF: project management information system such as a scheduling tool OPA: change control procedures, process measurement database, project files like baselines, configuration management databases Close Phase Or Project Project management plan Expert judgment Final product, service, or result transition Accepted deliverables OPA: closure guidelines, audits, evaluations and other project docs Scope Knowledge Area Collect Requirements OPA updates Project charter Interviews Requirements documentation Stakeholder register Focus groups Requirements management plan Facilitated workshops Group creativity techniques: brainstorming, nominal group technique, Delphi technique, idea/mind mapping, affinity diagram. Group decision making techniques: unanimity, majority, plurality, dictatorship Questionnaires and surveys Requirements traceability matrix

3 Observations Prototypes Define Scope Project charter Expert judgment Project scope statement Requirements documentation Product analysis OPA: Scope statement policies, procedures and templates. Previous project files and lessons learned. Alternatives identification Facilitated workshops Create WBS Project scope statement Decomposition WBS Requirements documentation OPA: WBS policies, procedures, and templates. Previous project files, lessons learned Verify Scope WBS dictionary Scope baseline Project management plan Inspection Accepted deliverables Requirements documentation Requirements traceability matrix Validated deliverables Control Scope Project management plan Variance analysis Work performance measurements Work performance information Requirements documentation Requirements traceability matrix OPA: scope related policies, guidelines, procedures. Monitoring and reporting methods to be used. Time Knowledge Area Define Activities OPA updates

4 Scope baseline (WBS, WBS dictionary, and Project Scope Statement) EEF: PMIS (project management information system) OPA: activity planning related policies, procedures, guidelines. e.g. the scheduling methodology. Decomposition Rolling wave planning Templates Expert judgment Sequence Activities Activity list Activity attributes Milestone list Activity list Dependency determination Project schedule network diagrams Activity attributes Precedence diagramming method (PDM) Milestone list Project scope statement OPA: e.g. scheduling methodology files, previous project network diagrams Applying leads and lags Schedule network templates Estimate Activity Resources Activity list Expert judgment Activity resource requirements Activity attributes Alternatives analysis Resource breakdown structure Resource calendars Published estimating data EEF: e.g. resource availability and skills OPA: Policies and procedures for staffing, renting and purchasing, historical resource usage information Bottom-up estimating Project management software Estimate Activity Durations Activity list Expert judgment Activity duration estimates Activity attributes Analogous estimating (top down) Activity resource requirements Resource calendars Project scope statement EEF: Reference data, e.g. duration estimating databases, productivity metrics, published commercial information OPA: historical duration information, Parametric estimating (plotted forecasts) Three-point estimating (PERT) Reserve analysis

5 project calendars, scheduling methodology and lessons learned. Develop Schedule Activity list Schedule network analysis Project schedule Activity attributes Critical path method Schedule baseline Project schedule network diagram Critical chain method Schedule data Activity resource requirements Resource leveling Activity duration estimates Resource calendars Project scope statement EEF: e.g., a company s scheduling tool OPA: Scheduling methodology and project calendar Scheduling tool What-if scenario analysis Applying leads and lags Schedule compression Control Schedule Project management plan Performance reviews Work performance measurements Project Schedule Variance analysis OPA updates Work performance information Project management software OPA: Schedule control tools, related policies, guidelines, procedures. Monitoring and reporting methods to be used. Resource leveling What-if scenario analysis Adjusting leads and lags Schedule compression Scheduling tool Cost Knowledge Area Estimate Costs Scope baseline Expert judgment Activity cost estimates Project schedule Analogous estimating Basis of estimates Human resource plan Parametric estimating Risk register EEF: Market conditions, published commercial information Bottom-up estimating Three-point estimates

6 OPA: cost estimating policies and templates, historical information and lessons learned Reserve analysis Cost of quality Project management estimating software Vendor bid analysis Determine Budget Activity cost estimates Cost aggregation Cost performance baseline Basis of estimates Reserve analysis Project funding requirements Scope baseline Expert judgment Project schedule Resource calendars Contracts OPA: cost budgeting related policies, procedures, and guidelines. Cost budgeting tools, reporting methods Historical relationships Funding limit reconciliation Control Costs Project management plan Earned value management Work performance measurements Project funding requirements Forecasting Budget forecasts Work performance information OPA: cost control-related policies procedures and guidelines. Cost control tools and monitoring / reporting methods to be used. To-Complete Performance Index (TCPI) Performance reviews Variance analysis Project management software Quality Knowledge Area Plan Quality Organization process assets updates Scope baseline Cost-benefit analysis Quality management plan Stakeholder register Cost of quality Quality metrics Cost performance baseline Control charts Quality checklists

7 Schedule baseline Benchmarking Process improvement plan Risk register Design of experiments EEF: Associated rules, standards, and guidelines. Government agency regulations. Product s working / operating conditions. OPA: Organizational quality policies, procedures, and guidelines, historical databases, lessons learned, quality policy (either an endorsed as-is policy or one created by the PM and communicated to stakeholders.) Project management plan Statistical sampling Flowcharting Proprietary quality management methodologies (e.g. Six Sigma) Additional quality planning tools (Group decision techniques, matrices,..) Perform Quality Assurance Plan Quality and Perform Quality Control tools and techniques OPA updates Quality metrics Quality audits Work performance information Process analysis Quality control measurements Perform Quality Control Project management plan Cause and effect diagrams Quality control measurements Quality metrics Control charts Validated changes Quality checklists Flowcharting Validated deliverables Work performance measurements Histogram OPA updates Approved change requests Pareto chart Deliverables Run chart OPA: quality standards and policies, standard work guidelines, and issue / defect reporting procedures Scatter diagram Statistical sampling Inspection Approved change requests review Human Resources Knowledge Area

8 Input Activity resource requirements EEF: Company culture, organization, HR, personnel policies, market OPA: org chart templates, historical project org info, standard processes and roles descriptions Tools & Techniques Org charts and position descriptions Networking Organizational theory Develop Human Resources Plan Output Human resources plan: roles and responsibilities, org charts and staffing management plan: resource calendars, acquisition and release, recognition and rewards, safety, compliance and training. Acquire Project Team Project management plan Pre-assignment Project staff assignments EEF: Org s skill levels and structure, personnel policies, locale, OPA: Org s standard policies, processes, and procedures Negotiation Acquisition Virtual teams Develop Project Team Resource calendars Project staff assignments Interpersonal skills Team performance assessments Project management plan Training EEF updates Resource calendars Team-building activities Ground rules Co-location Recognition and rewards Manage Project Team Project staff assignments Observations and conversation EEF updates Project management plan Project performance appraisals OPA updates Team performance assessments Conflict management Performance reports Issue log

9 OPA: bonus structures, certificates of appreciation, newsletters, perks Interpersonal skills Communication Knowledge Area Identify Stakeholders Project Charter Stakeholder analysis Stakeholder register Procurement Documents Expert judgment Stakeholder management strategy EEF: Company Culture, structure, government and industry standards OPA: Stakeholder register templates, previous stakeholder registers, lessons learned Stakeholder register Plan Communications Communication requirements analysis Communications management plan Stakeholder management strategy Communication technology EEF: All the other EEF are used here OPA: Lessons learned and historical info from previous projects, as well as all other OPAs. Communication models: components are encoding, message/feedback, medium, noise, and decoding Communication methods: push, pull and interactive Project management plan Performance reports Distribute Information OPA: information distribution guidelines and policies, lessons learned and historical project information Communication methods: mostly push method, like , memos, etc, but include meetings, teleconferences, online chat, etc. Information distribution tools Manage Stakeholder Expectations Stakeholder register Communication methods OPA updates Stakeholder management strategy Interpersonal skills OPA updates

10 Project management plan Management skills Issue log Change log OPA: org communication requirements, change control and issue management procedures Report Performance Project management plan Variance analysis Performance reports Work performance information Forecasting methods OPA updates Work performance measurements Communication methods Budget forecasts OPA: report templates, measurement indicator definitions, organization s variance limits Reporting systems Risks Knowledge Area Plan Risk Management Project scope statement Planning meetings and analysis Risk management plan Cost management plan Schedule management plan Communications management plan EEF: risk attitudes and tolerances OPA: stakeholder registers, risk categories, common definitions, templates Identify Risks Risk management plan Documentation reviews Risk register Activity cost estimates Activity duration estimates Scope baseline Stakeholder register Cost management plan Schedule management plan Quality management plan Project documents Information gathering techniques Checklist analysis Assumptions analysis Diagramming techniques SWOT analysis Expert judgment

11 EEF: Risk attitudes, benchmarking, and published information: checklists, databases, studies. OPA: Project files, process controls, risk statement templates, lessons learned. Perform Qualitative Risk Analysis Risk register Risk probability and impact assessment Risk resister updates: Risk management plan Probability and impact matrix Risk category grouping Project risk ranking Project scope statement Risk data quality assessment Watchlist Probability estimates of OPA: similar project info and project project objectives Risk categorization studies, industry risk databases Trends of the above data during the project Risk register Risk urgency assessment Expert Judgment Perform Quantitative Risk Analysis Risk management plan Cost management plan Schedule management plan OPA: similar project info and project studies, industry risk databases Risk register Data gathering and representation techniques: interviewing, probability distributions Quantitative risk analysis and modeling techniques: sensitivity analysis, EMV analysis/decision tree, modeling and simulation (e.g. monte carlo) Expert judgment Plan Risk Responses Risk resister updates: List of prioritized, quantified risks Contingency time and cost reserves Project estimates: Time and Date vs. Confidence Probability estimates of project objectives Trends of the above data during the project Strategies for negative risks or threats Risk resister updates: Residual risks Secondary risks Contingency plans Risk response owners Fallback plans Risk triggers Contracts

12 Reserves Risk management plan Strategies for positive risks or opportunities Risk-related contract decisions Contingent response strategies Expert judgment Monitor And Control Risks Risk register Risk reassessment Risk register updates Project management plan Work performance information Performance reports Risk audits Variance and trend analysis Technical performance measurement Reserve analysis Status meetings OPA updates: technical documentation and assumptions Procurements Knowledge Area Plan Procurements Scope baseline Make-or-buy analysis Procurement management plan Requirements documentation Expert judgment Procurement statements of work Teaming aggreements Contract types Make-or-buy decisions Risk register Risk-related contract decisions Activity resource requirements Project Schedule Activity cost estimates Cost performance baseline EEF: market, availability, suppliers, locale, industry T&Cs OPA: purchasing policies, management systems, supplier system Conduct Procurements Procurement documents Source selection criteria Project management plan Bidder conferences Selected sellers Procurement documents Proposal evaluation techniques Procurement contract awards

13 Source selection criteria Independent estimates Resource calendars Qualified seller list Expert judgment Seller proposals Advertising Project documents Internet search Make-or-buy decisions Teaming aggreements OPA: prospective/qualified seller lists, historical seller information Procurement negotiations Administer Procurements Procurement documents Contract change control system Procurement documentation Project management plan Procurement performance reviews OPA updates Contract Inspections and audits Performance reports Performance reporting Approved change requests Work performance information Payment systems Claims administration Records management system Close Procurements Project management plan Procurement audits Closed procurements Procurement documentation Negotiated settlements OPA Updates Records management system