MindMap Gallery Chapter 4 Project Integration Management
PMP study notes Chapter 4: Summary of project integration management knowledge points: 1. What does integration mean? The object of integration? The person in charge of integration? ««« 2. Who publishes the project charter? Who has the authority to make changes? What is the meaning of the charter? ««« 3. Project kick-off meeting and project kick-off meeting ««« 4. The difference and connection between project management plan and project documents«««« 5. What are the sources, uses and change management of the three major benchmarks of the project? «««« 6. What is the meaning of configuration management? What is the relationship between configuration management and change management? «««« 7. Explicit knowledge, tacit knowledge and knowledge transfer? ««« 8. Work performance data, work performance information, work performance reports? ««« 9. What is the overall change control procedure? ««««« 10. What is the difference between contract closing and administrative closing? ««««
Edited at 2023-03-21 11:35:03Ce calendrier annuel, créé avec EdrawMax, présente une disposition claire et organisée des mois de janvier à décembre. Chaque mois est affiché dans un cadre distinct, montrant les jours de la semaine et les dates correspondantes. Les weekends (samedis et dimanches) sont mis en évidence pour une meilleure visibilité. Ce format est idéal pour la planification et l'organisation des activités tout au long de l'année, offrant une vue d'ensemble rapide et facile à consulter.
This quarterly calendar overview for 2026, created with EdrawMax, presents a structured and colorful layout of the entire year divided into four quarters. Each quarter is displayed in a separate column, showcasing the months within that quarter in a clear grid format. The days of the week are labeled, and each date is marked within its respective cell, allowing for easy identification of dates across the year. This calendar is an excellent tool for long-term planning, providing a comprehensive view of the year at a glance.
This weekly calendar for 2026 is designed using EdrawMax to provide a detailed and organized view of each week, starting from January. The left side features a mini monthly calendar for quick reference, highlighting the current week in yellow. Below it, there's a section for weekly goals to help prioritize tasks. The main area is a time-grid from 6:00 AM to 12:00 AM, divided into half-hour slots, allowing for precise scheduling of daily activities throughout the week. This layout is ideal for managing a busy schedule efficiently.
Ce calendrier annuel, créé avec EdrawMax, présente une disposition claire et organisée des mois de janvier à décembre. Chaque mois est affiché dans un cadre distinct, montrant les jours de la semaine et les dates correspondantes. Les weekends (samedis et dimanches) sont mis en évidence pour une meilleure visibilité. Ce format est idéal pour la planification et l'organisation des activités tout au long de l'année, offrant une vue d'ensemble rapide et facile à consulter.
This quarterly calendar overview for 2026, created with EdrawMax, presents a structured and colorful layout of the entire year divided into four quarters. Each quarter is displayed in a separate column, showcasing the months within that quarter in a clear grid format. The days of the week are labeled, and each date is marked within its respective cell, allowing for easy identification of dates across the year. This calendar is an excellent tool for long-term planning, providing a comprehensive view of the year at a glance.
This weekly calendar for 2026 is designed using EdrawMax to provide a detailed and organized view of each week, starting from January. The left side features a mini monthly calendar for quick reference, highlighting the current week in yellow. Below it, there's a section for weekly goals to help prioritize tasks. The main area is a time-grid from 6:00 AM to 12:00 AM, divided into half-hour slots, allowing for precise scheduling of daily activities throughout the week. This layout is ideal for managing a busy schedule efficiently.
Chapter 4: Project Integration Management
Integrated management process
4.1. Develop project charter
enter
1. Business documents
Business Paper
Benefit Management Plan
2. Agreement
3. Business environment factors
4. Organizational process assets
Tools & Techniques
1. Expert judgment
2. Data collection
Brainstorming
focus group
Interview
3. Interpersonal and team skills
conflict management
guide
Conference management
4. Meeting
output
1. Project charter
2. Hypothesis log
start process group
4.2. Develop project management plan
enter
1. Project charter
2. Input from other processes
3. Business environment factors
4. Organizational process assets
Tools & Techniques
1. Expert judgment
2. Data collection
Brainstorming
Checklist
focus group
Interview
3. Interpersonal and team skills
conflict management
guide
Conference management
4. Meeting
output
1. Project management plan
planning process group
4.3. Guide and manage project work
enter
1. Project management plan
any component
2. Project files
Change log
Lessons Learned Register
Milestone List
Project communication record
Project schedule
Requirements Tracking Matrix
risk register
risk report
3. Approved change request
4. Business environment factors
5. Organizational process assets
Tools & Techniques
1. Expert judgment
2. Project management information system
3. Meeting
output
1. Deliverables
2. Salary performance data
3. Problem log
4. Change request
5. Project management plan update
any component
6. Project file update
Activity list
Hypothetical log
Lessons Learned Register
requirements document
risk register
Interested Party Register
7. Organizational process asset update
executive process group
4.4. Management project knowledge
enter
1. Manage project plan
All components
2. Project files
Lessons Learned Register
Project team dispatches work orders
resource breakdown structure
Interested Party Register
3. Deliverables
4. Business environment factors
5. Organizational process assets
Tools & Techniques
1. Expert judgment
2. Knowledge management
3. Information management
4. Interpersonal and team skills
active listening
guide
leadership
interpersonal communication
political awareness
output
1. Register of experiences and lessons learned
2. Project management plan update
any component
3. Organizational process asset update
executive process group
4.5. Supervise project work
enter
1. Project management plan
any component
2. Project files
Hypothetical log
Estimate basis
cost forecast
Problem log
Lessons Learned Register
Milestone List
risk register
risk report
progress forecast
3. Work performance information
4. Agreement
5. Business environment factors
6. Organizational process assets
Tools & Techniques
1. Expert judgment
2. Data analysis
Alternatives Analysis
Cost-benefit analysis
Earned value analysis
Root Cause Analysis
trend analysis
Deviation analysis
3. Decision-making
4. Meeting
output
1. Work performance report
2. Change request
3. Project management plan update
any component
4. Project file update
cost forecast
Problem log
Lessons Learned Register
risk register
progress forecast
monitoring process group
4.6. Implement overall change control
enter
1. Project management plan
change management plan
configuration management plan
Scope Baseline
progress baseline
cost basis
2. Project files
Estimate basis
Requirements Tracking Matrix
risk report
3. Work performance report
4. Change request
5. Business environment factors
6. Organizational process assets
Tools & Techniques
1. Expert judgment
2. Change control tools
3. Data analysis
Alternatives Analysis
Cost-benefit analysis
4. Decision-making
vote
autocratic decision making
Multi-criteria decision analysis
5. Meeting
output
1. Approved change request
2. Project management plan update
any component
3. Project files
Change log
monitoring process group
4.7. End the project or phase
enter
1. Project charter
2. Project management plan
All components
3. Project files
Hypothetical log
Estimate basis
Change log
Problem log
Lessons Learned Register
Milestone List
Project communication record
Quality control measurement results
quality report
requirements document
risk register
risk report
4. Acceptable deliverables
5. Business documents
business case
Benefit Management Plan
6. Agreement
7. Procurement documents
8. Organizational process assets
Tools & Techniques
1. Expert judgment
2. Data analysis
File analysis
regression analysis
trend analysis
Deviation analysis
3. Meeting
output
1. Project file update
Lessons Learned Register
2. Handover of final products, services or results
3. Final report
4. Organizational process asset update
Closing process group
Core Concepts of Integrated Management
What is integrated management? It is necessary to collect, sort, filter and rearrange many project management elements.
The development trend of integrated management
Use automation tools: PMIS, configuration management software
Visualization tools: bar charts, network diagrams, Kanban boards, burndown charts
Project knowledge management: collection, organization, communication and sharing of knowledge
Increase the responsibilities of the project manager: more participation from early-stage business case to late-stage operation
Hybrid methods: Scrum, Lean, Kanban, XP
Responsibilities of project managers in integrated management
Resource allocation: team building and division of labor
Balancing competing demands: resolving conflicts and contradictions
Research alternatives: return, risk sorting
Tailoring the process to project goals: How to choose and combine the 49 processes?
Relationships between knowledge areas: schedule, cost, quality...
Integrated management in agile scenarios
Scope dynamics: Not only the content of the work scope can change, but the priority can also change.
Process simplification: all activities that create value for users are waste
Status visualization: prototype design, billboard, burndown chart, actual effect display
Quality built in: test-driven development, pair programming, doing things right the first time
Team self-organization: decentralization, efficient interaction, democratic atmosphere, collective decision-making
Develop project charter
The content and value of the project charter
Project Charter: A document issued by the project initiator or sponsor that formally approves the establishment of the project and authorizes the project manager to use organizational resources to carry out project activities.
It is not a document developed by the project manager
Project Charter
Published by the project initiator or sponsor,
Official approval of project establishment
and authorizes the project manager to use organizational resources to carry out project activities.
Approval, modification: project sponsor
Project charter logo
The project executing organization establishes a partnership with the sponsoring organization
Official launch of the project
Give formal authorization to the project manager
Develop project charter
enter
1. Business documents
business case
Benefit Management Plan
2. Agreement: Defines the original intention of starting the project. Agreements can take many forms, including: contracts, memorandums of understanding, service quality agreements, letters of agreement, letters of intent, oral agreements, email or other written agreements. Typically, contracts are used when working on projects for external clients.
3. Business environment factors
4. Organizational process assets
Tools & Techniques
1. Expert judgment
other departments within the organization
consultant
Stakeholders, including customers or sponsors
professional and technical associations
Industry groups
subject matter expert
project management office
2. Data collection
Brainstorming
focus group
Interview
3. Interpersonal and team skills
conflict management
guide
Conference management
4. Meeting
output
Project Charter
Hypothetical log
Appoint project manager
Should be confirmed as early as possible and appointed project manager
It is best to appoint them when developing the project charter
At the latest, it must be before planning begins
What the project charter means to the project manager
See the direction clearly
Recognize the situation clearly
Distinguish responsibilities
Things to note when appointing a project manager
sense of ritual
Written
stability
Develop project plan
Why do project planning?
Plan: a roadmap to your goals
Project baseline
The benchmark for the project has already been set when the plan is determined.
Benchmark contains
Scope Baseline
progress baseline
cost basis
Deviation discovery and deviation correction: finding deviations and retrieving the original plan is the best option
Baseline change: re-customize a new plan, new baseline
The project plan contains
Scope management: Do and only do the work that must be done, do not add extraneous matters, and do not do things that can be done or not done.
Time management: schedule planning
Quality management: quality requirements proposed by the sponsor
Cost management: budgeting and more
Risk Management
be prepared
response plan
Stakeholder management
communication management
The success of the project requires good planning and control. However, good planning and control cannot ensure project success; planning and control itself consumes resources; project cost = task execution cost management cost
project cost
Task execution cost
administrative costs
Does the project require planning?
illusion
Projects can be executed without planning
Planning is redundant
During actual execution
when there is no plan
When there is a plan
Project management plan and project documents
The project plan contains
Project management plan: rules and procedures, does not contain specific information and data, and is updated infrequently
rule procedure
scope management plan
progress management plan
cost management plan
····
Approval, Modification: Senior Management
Project baseline
Scope Baseline
progress baseline
cost basis
····
Update Baseline: CCB Decision
Project files: contain specific information and data and are updated frequently
Implementation Plan
scope statement
schedule
Cost Estimate
Updated Document: Project Manager
document
Hypothetical log
Problem log
Project communication record
Differences and connections among charters, project management plans, and project documents
Project Milestone Plan
Project milestone plan: Important events in each phase of the project are marked on the timeline to form a milestone plan
Project kick-off meeting and project kick-off meeting
project management information system
Direct and manage project work
What does a project manager manage every day?
Data: Work performance data, generated by the executing process group
internally
Information: Work performance information, generated by the monitoring process group
Considerable data generated during the execution phase
Information that has been processed and processed to provide guidance for management and performance
internally
Report: Work performance report (for external viewing), produced by the monitoring process group
Show it to the outside world
Including customers, senior leadership, CCB (Change Control Board)
Weekly reports, monthly reports, etc.
change report
Procurement report
Earned Value Analysis Report
foreign
Differences between work performance data, information, and reports
Common data analysis methods
Analysis of alternatives: choosing the best among multiple alternatives
Trend Analysis: Predicting future developments based on what is known
Deviation analysis: deviation between actual execution and plan
Managing project knowledge
Explicit knowledge and tacit knowledge
Explicit knowledge: can be codified and easily expressed. You can use text, pictures, numbers, tables
Tacit knowledge: cannot be codified and difficult to express. You can use experience, intuition, insight, and know-how
PSCA cycle of knowledge management
knowledge generation
knowledge accumulation
knowledge exchange
knowledge application
Monitor project work
change request
What does the change affect?
Modify project policies or procedures
Modify project progress
Modify project scope
Modify quality requirements
Modify project budget
preventive and corrective actions
Project plan update
Continuous, dynamic, iterative process
Changes to the benchmark can only address future situations and cannot change past performance. This helps protect the integrity of baseline and historical data.
Who discovered the deviation? project team members
Response to changes
Preventive measures: prevent problems before they happen
Corrective measures: correct mistakes
Defect remediation: making amends before the need arises
The change process includes
renew
Corrective Action
Defect Remediation
Precaution
Implement holistic change control
Configuration management and change management
Configuration management
Configuration management objects
Product features, components, documentation
Project baselines, plans, documents
Organizational process assets (intellectual property, experience, lessons learned)
Configuration management goals
Completeness: Ensure that all the originally defined functions are implemented and nothing is missing
Consistency: Ensure that the final software performance and parameters are consistent with the configuration plan
Controllability: Ensure that the software development process and quality are controllable
Retrospective: If new defects cannot be solved immediately, you can roll back to a historically available version at any time
software configuration management
Version management: version integrity, controllability, and traceability
Change management: identify changes, control changes, report changes
Process management: standards compliance, continuous improvement
Document management: maintain integrity, consistency, and timely updates
Three states of software
Draft status: Free to modify
Release status: If defects are discovered after the software is released and need to be modified, then the change control process must be followed and modifications cannot be made freely.
Modify status
Change management: Change management is a subsystem of configuration management. Through change control, the reliability and effectiveness of configuration management are ensured.
Change Control Board: A permanent but informal formal group composed of project stakeholders
Overall change control process
Overall change control
Planning and control: Planning is the basis of control, and control is the guarantee of the plan.
Who can make decisions about changes
CCB (Change Control Board): A permanent but non-fixed formal group composed of project sponsors. If the benchmark needs to be modified, a written report must be submitted to the CCB, which will initiate the decision.
Project manager: can only decide on changes that do not affect the baseline
CCB
project manager
client
expert
Project sponsors and other major project stakeholders or other representatives
32 Reasons for Holistic Change Flowcharts and Change Control
Overall change control process
Several rules of change
Notification-->Related parties
Change request -->Assess impact
Written report-->CCB
32 common reasons for implementing a “holistic change control program”
scope changes
Increase/decrease in demand from interested parties
Scope changes due to technical reasons
(Customer) scope confirmation failed
Progress changes
Task delays
(Client) Change the construction period
supplier delays
Progress changes due to technical reasons
Using progress storage
cost changes
cost deviation
(Client) Change Budget
Cost changes due to technical reasons
Purchase price changes
Utilize cost storage
Quality issues
Quality failed inspection
(Customer) changes quality standards
Take corrections or defect remediation
Supplier quality issues
risk issues
Unknown risks occur
Activate contingency plan
Start a bounce back plan
Non-automatic changes
resource issues
Resource quantity changes
Resource not available
Resources are not up to the task
Procurement issues
Change supplier
Modify contract
Supplier did not deliver as planned
Supplier resists change
Stakeholder issues
Related parties add or exit
Stakeholders make requests that impact the plan
Ineffective communication with relevant parties
Stakeholders have different opinions
Change management in agile scenarios
New requirements must first be handed over to the product owner PO, who re-evaluates and updates the priority in the backlog to decide whether to develop this feature in the next sprint or later. Development in a sprint is uninterrupted.
Agile is oriented towards user value delivery. Through the continuously updated product backlog, items with the highest priority can be quickly delivered to create the greatest value for users.
User value delivery
backlog
maximum value
Agile established rules that must be followed
Run quickly
Efficient feedback
keep pace
value delivery
Product Backlog DEEP Features
Fine-grained, detailed items, ready for implementation in the next iteration. For example: small user stories
Medium granular entry, subject to further refinement. For example: medium to large user stories
Coarse-grained items, requirements are decomposed and refined, and may also change. For example: Epic user stories
End project or phase
Project closing process
Final acceptance: formal acceptance and handover of the deliverables
Close the contract: close the procurement contract and understand the relationship between the contract parties on the project
Financial Closing: Complete the financial settlement and final accounts of the project
Stakeholder satisfaction: report final performance to relevant parties and investigate stakeholder satisfaction
Archive work: collect and archive work processes, work data, work templates
Lessons learned: post-project evaluation, project audit, summarizing lessons learned, updating organizational process assets
Celebration: Hold a completion celebration to recognize and reward the performance of relevant parties
Disband the team: Release project resources and disband the project team
During the exam, you need to pay attention to the order of the project closing process.
Project closing
Contract closing
Administrative closing (throughout the project)
knowledge transfer path
explicit knowledge
tacit knowledge
Summary of project integration management knowledge points
1. What does integration mean? The object of integration? The person in charge of integration? «««
2. Who publishes the project charter? Who has the authority to make changes? What is the meaning of the charter? «««
3. Project kick-off meeting and project kick-off meeting «««
4. The difference and connection between project management plan and project documents««««
5. What are the sources, uses and change management of the three major benchmarks of the project? ««««
6. What is the meaning of configuration management? What is the relationship between configuration management and change management? ««««
7. Explicit knowledge, tacit knowledge and knowledge transfer? «««
8. Work performance data, work performance information, work performance reports? «««
9. What is the overall change control procedure? «««««
10. What is the difference between contract closing and administrative closing? ««««