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    Project ChangeManagement

    10-Dec-08

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    What is ProjectChange Management?

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    Project change management encompasses all of the processesnecessary to determine where you are at compared to where youplanned to be and the activities required to get back on track if thoseare not aligned

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    Why is Project ChangeManagement Important?

    Projects seldom run exactly according to plan. Project deliverablesmust be maintained by carefully and continuously managingchanges, either by rejecting changes or by approving changes sothose approved changes are incorporated into a revised baseline

    Enables the project team to identify potential problems in a timelymanner and take corrective action, when necessary, to control theexecution of the project

    Ensures the project team and stakeholders have an accurate

    understanding of what has been completed in the project to-dateand what will be delivered in total

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    Actual vs Planned

    Determining where you are vs. where you planned to be:Requires project details be documented and approved

    Documented scope, cost, time, quality, people, other (eg. Charter)

    Documented details of product / service functionality (eg. Requirements

    Document)

    Requires processes and tools to assess performance todetermine whether any corrective or preventative actions areindicated, and then recommending those actions as necessary

    Scope and requirements verification throughout the project Budget tracking and forecasting

    Task duration tracking

    Overall project timeline tracking & verification

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    Getting Back on Track

    How can we get on track again? Identify that a change needs to occur or has occurred

    Document the complete impact of requested changes

    Follow approved processes for documenting and approving requested

    changes Maintain the integrity of baselines by releasing only approved changes for

    incorporation into project products or services, and maintaining their relatedconfiguration and planning documentation

    Control and update the scope, cost, budget, schedule and qualityrequirements based upon approved changes, by coordinating changes

    across the entire project Influence the factors that circumvent integrated change control so that only

    approved changes are implemented

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    Definitions

    Project Change Management - a general term describing the proceduresused to ensure that changes are introduced in a controlled andcoordinated manner.

    Change Request Requests to expand or reduce the project scope,modify policies, processes, plans or procedures, modify costs or budgets,or revise schedules.

    Change Order Used in some companies to identify approved changerequests (change request when the request is made and change orderonce it has been approved)

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    The PMBOK

    Project Management Body of Knowledge

    sum of knowledge within the profession of projectmanagement

    used to document and standardize generally acceptedproject management information and practices

    produced by the Project Management Institute

    revised and reprinted every 4 years fourth edition isexpected to be released shortly

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    PM Knowledge Areas& Process Groups

    PM ProcessGroups /Knowledge AreaProcesses

    Initiating ProcessGroup

    Planning Process Group Executing ProcessGroup

    Monitoring & ControllingProcess Group

    ClosingProcessGroup

    ProjectManagementIntegration

    Develop Project CharterDevelop Prelim ProjectScope Statement

    Develop Project ManagementPlan

    Direct and ManageProject Execution

    Monitor and Control ProjectWorkIntegrated Change Control

    Close Project

    Project ScopeManagement

    Scope PlanningScope DefinitionCreate WBS

    Scope VerificationScope Control

    Project TimeManagement

    Activity Definition & SequencingResource EstimatingDuration EstimatingSchedule Development

    Schedule Control

    Project CostManagement

    Cost EstimatingCost Budgeting

    Cost Control

    Project QualityManagement

    Quality Planning Perform Quality Assurance Perform Quality Control

    Project HRManagement

    Human Resources Planning Acquire Project TeamDevelop Project Team

    Manage Project Team

    ProjectCommunicationsManagement

    Communications Planning Information Distribution Performance ReportingManage Stakeholders

    Project RiskManagement

    Risk Management PlanningRisk IdentificationQualitative / Quantitative RiskAnalysisRisk Response Planning

    Risk Monitoring and Control

    ProjectProcurement

    Management

    Plan Purchases and AcquisitionsPlan Contracting

    Request Seller ResponsesSelect Sellers

    Contract Administration ContractClosure

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    Process Inputs,Tools & Techniques & Outputs

    Process / Inputs Tools & Techniques Outputs

    Scope VerificationProcess of obtaining stakeholders formal

    acceptance of the completed project scope &deliverables Project scope statement WBS dictionary Project scope mgmt plan Deliverables

    Inspection Accepted deliverables Requested changes

    Recommended corrective actions

    Scope ControlConcerned with influencing the factors that createproject scope changes & controlling the impact ofthose changes Project scope statement WBS dictionary Project scope mgmt plan Performance reports Approved change requests

    Work performance information

    Change control system Variance analysis Re-planning Configuration mgmt system

    Project scope statement updates WBS & WBS dictionary updates Scope baseline updates Requested changes Recommended corrective action Organizational process assets updates Project mgmt plan updates

    Schedule ControlConcerned with determining current status ofschedule, influencing factors that create changes,determining if it has been changed, managingactual changes Schedule mgmt plan Schedule baseline Performance reports Approved change requests

    Progress reporting Schedule change control system Performance measurement Project management software Variance analysis Schedule comparison bar charts

    Schedule model data updates Schedule baseline updates Performance measures Requested changes Recommended corrective actions Organization process assets updates Activity list updates Activity attributes updates Project mgmt plan updates

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    Process Inputs,Tools & Techniques & Outputs

    Process / Inputs Tools & Techniques Outputs

    Cost ControlConcerned with determining current status ofcosts, influencing factors that create changes,determining if it has been changed, managingactual changes Cost baseline Project funding requirements Performance reports

    Work performance information Approved change requests Project Mgmt Plan

    Cost control system Performance measurement analysis Forecasting Project performance reviews Project management software Variance mgmt

    Cost estimate updates Cost baseline updates Performance measurements Forecasted completion Requested changes Recommended corrective actions Organizational process assets updates Project mgmt plan updates

    Perform Quality ControlInvolved monitoring specific project results todetermine whether they comply with qualitystandards & identifying ways to eliminate causesof unsatisfactory results

    Quality Mgmt Plan Quality Metrics

    Quality Checklists Organizational process assets Work performance information Approved change requests Deliverables

    Cause and effect diagram Control charts Flowcharting Histogram Pareto charts

    Run charts Scatter diagram

    Statistical sampling Inspections Defect repair review

    Quality control measurements Validated defect repair Quality baseline updates Recommended corrective actions Recommended preventative actions

    Requested changes Recommended defect repair

    Organizational process assets updates Validated deliverables Project mgmt plan updates

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    In conclusion . . .

    . . . follow process and progress will follow.

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    Change Management 10-Dec-08 12

    Questions?

    Thank you

    for coming!

    Contact us [email protected] or 210-8792

    Visit our web-site atwww.ucalgary.ca/deliver.it

    http://www.ucalgary.ca/deliver.ithttp://www.ucalgary.ca/deliver.it
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    The end.