Integrated

Change
Control
Learning Objectives

• Define Configuration Management Plan and Change Management Plan

• Define Configuration control system and change control systems
• Learn how to process change request

PMP® 6th Edition Exam Preparatory Program

Change Management Plan

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 Change Management
Plan

Defined as
During execution & monitor control
processes, set of project management
activities executed to manage and
control the change.
Change Management Plan

• Component of Project Management Plan

• Describes how changes will be managed and controlled

• Controlling a project to the baselines and project management plans

• Each knowledge areas has a separate processes for change management plan

• Plan to minimize the change and prevent the change.

• Proactively look for necessary change before have a major negative impact on
project. 5

PMP® 6th Edition Exam Preparatory Program

Change Management Plan

Change Management Plan defines

What ?
Why?
Who?
Where?
When?
How?
PMP® 6th Edition Exam Preparatory Program
Change Management Plan
Establish
 Change Control Procedures(how and who)
 The creation of a change control board
 Roles and responsibilities of those on the board
 The approval levels for authorizing changes
 A plan about how changes will be managed and controlled
 Who should attend meetings regarding Changes
 The organizational tools to use to track and control changes
 Information on reporting the outcome of change requests
 The emergency change process

PMP® 6th Edition Exam Preparatory Program

 Change Management Plan

Change Set Change Control Create Change Record in Change

Develop a Process Track
Management Rules Board Request Log

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PMP® 6th Edition Exam Preparatory Program

Change Request

Defect Preventive
Repair Action

Corrective
Action

PMP® 6th Edition Exam Preparatory Program

Change Request

The form contain

• Name of the Requestor
• Category
• Description of the proposed change
• Justification
• Impact of the proposed change
• Project Documents
• Remarks / Comments

PMP® 6th Edition Exam Preparatory Program

Change Request

The Impact of Change in project constraints must be analyzed

• Scope
• Schedule
• Cost
• Resources
• Risk
• Quality

PMP® 6th Edition Exam Preparatory Program

Change Request

Preventive Action
• An intentional activity that ensures the future performance of the project work is aligned
with the project management plan
• Dealing with anticipated or possible deviations
• Reviewed , approved and Rejected
• Can be implemented anytime and in any processes
• Methods
• Avoiding the repeating problems again
• Changing the resources
• Training

PMP® 6th Edition Exam Preparatory Program

Change Request

Corrective Action
• An intentional activity that realigns the performance with the project management plan
• Reviewed , Approved , Rejected and Deferred
• Any action taken to bring expected future project performance
• Dealing with actual deviations from the PM baseline
• Performance measurement baseline, project management plan, including acceptable
variances helps to identify the variance and corrective required
• Undertaken to adjust the performance within the project baselines. But do not change the
base lines.
If the work activity takes longer than planned , Request corrective action

PMP® 6th Edition Exam Preparatory Program

Change Request

Corrective Action : Steps

• Continuously monitor the area which need corrective actions

• Observe problems , listen actively

• Realistic metrics and Project Management Plan are in place to measure

• Continue to monitor throughout the project

• Know the project off track

• Evaluate the root cause of the variance

• Measure the impact of corrective action implemented

• Continuously monitor
PMP® 6th Edition Exam Preparatory Program
Change Request

Defect Repair
• An intentional activity to modify a nonconforming product or product component
• Another way of ‘’ rework’’
• Requested when Component of the project does not meet specifications
• Reviewed, Rejected, approved and Deferred

PMP® 6th Edition Exam Preparatory Program

Change Control Board

• The project manager required to facilitate the change related decisions to change control
board
• Review and analysis of change requests are done by the CCB
• The board may either approve or reject a change request.
• Board can include multiple stakeholders
• Customers
• SME
• Sponsors
• Functional Managers
• Project manager

PMP® 6th Edition Exam Preparatory Program

Who can initiate the change?

• Anyone related to project

• Project Manager
• Sponsor
• Team
• Management
• Customer
• Other Stakeholders

PMP® 6th Edition Exam Preparatory Program

Changes to…

Change can affect the following key elements

• Project Constraints
• Project Management Plan
• Baselines
• Policies and Procedures
• Project Charter
• Statement of Work
• Contracts / Agreements

PMP® 6th Edition Exam Preparatory Program

Managing Changes

• If there is any deviation discovered, adjustments can be made to the project

• If the adjustments will not correct the deviations, request to change the baseline
must be necessary

• The adjustments are

• Corrective Action
• Preventive Action
• Defect Repair

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PMP® 6th Edition Exam Preparatory Program

Change Log

• Project document
• Used by the project team to log and track change requests throughout the life of the
project
• Output of ‘’ Perform Integrated Control Process’’

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PMP® 6th Edition Exam Preparatory Program

Managing Changes
Changes to Baseline

• Baseline changes are serious issues and should be documented

• When and where the changes are implemented should be identified.

• Request for baseline change will be evaluated and approved by ‘’ perform integrated change
control process’’

• Deviation from baseline caused because of incomplete risk identification and risk
management

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• So, the project manager must Review the Project risk management process.
PMP® 6th Edition Exam Preparatory Program
 Change Control Systems

• A set of procedures that describes how modifications to the project deliverables and
documentation are managed and controlled
• The change control system outlines
• Hoe change request will be submitted
• The process for evaluating change request
• Who should sit on the change control board
• Levels of authority for approving changes

ADD A FOOTER 22

PMP® 6th Edition Exam Preparatory Program

Change Control Systems

• Component of PMIS
• Part of an EEF
• Subset of Configuration management
systems
• It includes
• Processes
• Procedures
• Standardized forms
• Reports
• Change Tracking Tool
ADD A FOOTER 23
 Configuration Management

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Configuration Management
Plan
• Publishing the latest version details of scope, schedule , cost and other project
management components

• Version control system for the product of the project

• Focuses on the specifications of both the deliverables and the processes.

• Focused on identifying, documenting and controlling changes to the project and the
project baselines.

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PMP® 6th Edition Exam Preparatory Program

Configuration Management
Plan
It Defines the
• Naming convention

• Version control System

• Document Storage & Retrieval System

• How the changes to the documentation

managed

• Organizational tool used

ADD A FOOTER 26
Configuration Management
Plan
Activities are

• Configuration identification

• Configuration Status accounting

• Configuration verification

• Configuration Audit

ADD A FOOTER 27
Configuration Management
System
• A set of procedures used to track project artifacts and monitor and control changes to
artifacts.

• Change Management system is a subset of Configuration Management System

• It defines

• Identification & traceability

• Control any changes to product artifacts
• Record and report any changes and its implementation status
• Support the audit of the product , results or components to verify the conformance to
the requirements
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PMP® 6th Edition Exam Preparatory Program

Configuration Management
System
• Part of PMIS / EEF

• Guides to make changes to product and project documentation.

• Defines
• those items that are configurable,
• those require formal change control, and
• the process for controlling changes to such items.

• Organization’s standardized configuration management tools

• Processes and procedures to track and control evaluation of the project documentation.
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PMP® 6th Edition Exam Preparatory Program

 Processing Change Request

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Chicago Management Training Institute 31
Prepare/ • Anyone / Approved Change Request
Receive Document / Plan/
CR Deliverables Project Management Plan
Preventive Action Corrective Action

Defect Repair
Impact • Constraints
Analysis
Product / Services
Update PMP /
Process PD
Identify • Scheduled
Options Compression
Direct & Manage Project Work
Control Quality / Control
Discuss Procurements
with Implement ACR
Sponsor

CCB

Inform
Rejected Revise Stakeholders
ACR
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Record / Update in Change Log