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Project Integration Management in Hybrid Project Management

By: Hajime Estanislao, PMP, CSM

Are you struggling to ensure aspects of your project align with its objectives and your organization’s strategic goals? Complex project environments with traditional PM techniques alone might be insufficient, especially with changing requirements, dynamic budget needs, and stakeholder expectations.

Imagine a scenario where you can seamlessly integrate various project elements, adapt swiftly to changes, and consistently meet stakeholder expectations. It is the promise of Project Integration Management in combination with hybrid project management tools and techniques. These methodologies provide a balanced approach to every project that leverages the structured planning of traditional methods with the flexibility and responsiveness of agile practices.

What if you could enhance project coordination, streamline change management, and deliver value more efficiently? Project Integration Management and incorporating hybrid project management tools and software will enable you to achieve this and more. Moreover, the benefits of technologies, such as generative AI and other emerging technologies in the form of workflow automation can further revolutionize your approach, offering insights, automating routine tasks, and enhancing stakeholder engagement through a collaborative environment.

Ready to improve your project management skills? This article on Project Integration Management will show you how to blend traditional project management and agile software development practices.

Learn how to utilize cutting-edge technologies to ensure your projects are aligned with strategic objectives and deliver maximum value. Transform your project management approach and drive your organization towards success.

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What is Project Integration Management?

The PMBOK Guide 6th Edition defines Project Integration Management as the process of coordinating aspects of a project to ensure that it meets its objectives and delivers the desired outcomes.

Project Integration Management supports processes and activities that need to identify, define, combine, unify, and coordinate project-related items. It ensures that project elements are aligned and working together effectively.

It encompasses processes such as developing the project charter and management plan, directing and managing project work, managing project knowledge, monitoring and controlling project work, performing integrated change control, and closing the project or phase.

Project Integration Management Processes

Project Integration Management consists of seven key processes that ensure the various elements of a project are coordinated and executed. These processes are:

Develop Project Charter

  • Establishes the scope, objectives, and project purpose as they align with the stakeholders and organizational strategy.
  • Authorizes and formalizes the project manager to use organizational resources.

Develop Project Management Plan

  • Create a document outlining project execution, monitoring and controlling, and sustainability.
  • Integrates plans and baselines.

Direct and Manage Project Work

  • Involves leading and performing the work defined in the project management plan.
  • Focuses on creating project deliverables and achieving project objectives.

Manage Project Knowledge

  • Uses existing knowledge and creates new knowledge to achieve project objectives, contributing to organizational process assets and enterprise environmental factors.
  • Promote organizational learning and advocate continuous improvement within the team and in different groups.

Monitor and Control Project Work

  • Tracks, reviews, and regulates project performance.
  • Identifies areas where changes to the plan are required and implements corrective actions.

Perform Integrated Change Control

  • Review all change requests. The change control board (CCB) governs the review and approval of change requests.
  • CCB approves and manages changes to deliverables, project documents, and the project management plan.

Close Project or Phase

  • Formally complete the project or phase.
  • Ensures acceptance and documentation of deliverables and lessons learned are captured and shared.

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Integrating Hybrid Project Management Tools and Techniques

Integrating hybrid and adaptive tools and techniques into Project Integration Management makes sense, especially in complex project environments.

This integration allows project managers to effectively manage changes, address uncertainties, and respond to stakeholder needs more promptly. By using software like Jira for task management and MS Project for scheduling, project teams benefit from the strengths of both approaches.

The hybrid approach enhances stakeholder management by promoting continuous engagement and feedback throughout the project lifecycle. Agile techniques such as daily scrum or stand-up meetings, sprint reviews, and retrospectives ensure project stakeholders are regularly informed and involved in decision-making.

This ongoing collaboration helps align project activities with stakeholder expectations and strategic objectives, ultimately leading to higher satisfaction and better project outcomes.

Adaptive techniques support the robust System for Value Creation and Delivery by allowing agile project management teams to adapt to changing requirements and priorities. This flexibility contributes to project alignment with the organization’s strategic goals and delivers maximum value.

Regular monitoring using traditional performance metrics and agile indicators enables project managers to make informed decisions and implement necessary adjustments efficiently.

Deliver your project requirements as described in your measure of success or definition of done, avoid gold-plating, and utilize technology to boost team productivity. This is the core of project integration in combination with adaptive and hybrid practices in project management.

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Reasons You Need to Know Project Integration Management

Understanding project integration management and how to integrate hybrid project management tools and techniques is becoming more relevant to ensuring the success of various projects. These skills enable project managers to coordinate all aspects of a project, adapt to changing environments, and align project outcomes with strategic business objectives.

By understanding these approaches, project managers can enhance stakeholder engagement, improve value delivery and the project life cycle, and navigate complexities more efficiently.

Enhanced Coordination with the Project Team and Stakeholders

Ensures all project elements are aligned and working together smoothly. Coordination within the team, with functional groups, and with other project teams, visibility, and transparency contribute to project excellence.

Flexibility and Adaptability

Allows for quick adjustments to changing project requirements and stakeholder needs. Not all projects require quick timelines; the ability to predict and accommodate project requirements contributes to flexibility.

Improved Stakeholder Engagement

Facilitate continuous actions and involvement and seek feedback from stakeholders. No project can progress positively without stakeholder engagement and sponsorship. Improved engagement is expected in any project, and integrating it with best practices across different frameworks and methodologies cements the realization of project outcomes.

Efficient Value Delivery

Combines agile and traditional methods to maximize project value. Value from projects is overshadowed by documentation and ceremonies; the same values are highlighted by the respective measure of success, and no project is complete without providing an overview of the results through proper channels. Value creation and delivery are becoming mainstays under the microscope. As a project manager, you are the conductor, the orchestrator, and the bus driver to deliver tangible outcomes.

Strategic Alignment

Keep project goals aligned with the organization’s strategic objectives. Projects without sponsorship or strategic alignment beg the question: “Is it worth doing?”.

Robust Change Management

Streamlines the process of managing and implementing changes effectively. Change is the only constant, even when faced with the iron triangle (scope, cost, schedule, and quality). Change management boards and your project stakeholders should always consider aspects brought by the project—they can be changes in technology, systems, processes, or ways of working. A robust transition model provides support for more efficient project delivery.

Increased Project Success Rates

Incorporates best practices from both agile and traditional methodologies to improve overall project outcomes. The bigger your toolkit, the more capabilities can be tailor-fit to help you deliver project requirements. The project success rate depends on a project manager’s capabilities and the team’s and stakeholders’ support. Project integration management ensures this happens.

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Aligned Steps of Project Integration and Hybrid Project Management

Project Integration Management is about coordinating aspects of a project to ensure cohesive and successful execution. It heavily depends on the structure, the project team’s capabilities, and stakeholder support.

Project managers who leverage the strengths of different approaches to manage changes, meet stakeholder expectations, and align project outcomes with strategic objectives contribute to organizational success more uniquely.

The following steps outline the processes of Project Integration Management and how to execute using hybrid project management techniques. Integrating these steps with hybrid project management tools and techniques enables project managers to balance planning and flexibility.

Here is a detailed step-by-step explanation of how to execute these processes using a hybrid project approach.

Develop Project Charter

The project charter is the foundational document that authorizes the project and outlines its objectives, scope, timeline, and stakeholders. In a hybrid approach, use collaborative platforms like Microsoft Teams or Slack to gather initial input from stakeholders.

Begin with a high-level project charter and refine it iteratively as more information becomes available. It ensures the charter remains aligned with stakeholder expectations and organizational goals.

A project charter serves as a living, formal document that ensures control and the power to drive the project to completion with the project manager. No project should move forward without an agreed-upon project charter.

Develop Project Management Plan

Creating a comprehensive project management plan involves outlining how the project will be executed, monitored, and controlled. Utilize project management software such as Jira or Trello alongside traditional Gantt charts to plan and track tasks.

Combine traditional planning methodologies with agile techniques like sprint planning and backlog refinement for detailed task management. This hybrid approach ensures a structured yet flexible project plan throughout.

A project management plan tends to be very detailed, but through agile practices, it can be further refined and simplified, reducing distraction but increasing transparency with stakeholders.

Direct and Manage Project Work

Executing the work defined in the project management plan involves leading the project team and managing resources. For daily task management, implement agile tools like Kanban boards, and use traditional project tracking tools such as Microsoft Project for overall progress monitoring.

Conduct daily stand-ups and sprint reviews to ensure continuous alignment with project objectives and stakeholder expectations, making adjustments as needed. Manage projects efficiently through different enabling technologies.

Manage Project Knowledge

Managing project knowledge involves capturing, sharing, and utilizing knowledge to achieve project objectives and foster organizational learning. Use knowledge management systems like Confluence or SharePoint for centralized documentation and collaboration.

Conduct regular knowledge-sharing sessions and retrospectives to capture insights and promote continuous improvement. This hybrid approach facilitates efficient knowledge management and dissemination.

Organizational process assets and enterprise environmental factors are pillars of project management including progress reports, lessons learned, functional documentation, and records of the project’s success.

Monitor and Control Project Work

Monitoring and controlling project work involves tracking performance, identifying variances, and implementing corrective actions. For comprehensive monitoring, use performance dashboards like Power BI for agile metrics like burn-down charts.

Conduct regular review meetings to discuss and track progress. Use traditional performance indicators and agile metrics to make informed decisions and necessary adjustments. Collaborate with formal management to reduce and prevent poor collaboration. Align stakeholders through sprint reviews and contribute to cost management and the project budget.

Perform Integrated Change Control

Integrated change control involves reviewing and managing change requests to ensure they align with project goals. Utilize change management tools alongside agile backlog management tools such as Jira. Establish a formal change control board (CCB) for changes while allowing agile teams to manage minor changes autonomously through iterative backlog refinement and prioritization.

This hybrid approach ensures a balanced and efficient change management process.

Close the Project or Phase (and Celebrate with the Project Team!)

Closing the project or phase involves finalizing all activities and ensuring deliverables are accepted and documented. For final reviews, use project closure templates in project management software and agile retrospective tools.

Combine formal closure procedures, such as final reports and signoffs, with agile retrospectives to capture lessons learned and ensure thorough project completion. It ensures that the project planning phase is closed efficiently and that valuable insights are retained for future projects.

Celebration with the project team is an important opportunity that contributes to team members’ positive experiences. It ensures that collaboration continuously flows into the next project or their respective functional or operational work.

Key Considerations for Successfully Managing Project Integration

Successfully managing Project Integration requires a deep understanding of both the project’s objectives and the organizational context within which it operates. One insight is the importance of maintaining continuous communication with key stakeholders throughout.

Regularly updating stakeholders and involving them in decisions ensures their needs and expectations are met, which is essential for project success. It also helps in identifying potential issues early and addressing them promptly.

Another consideration is the flexibility to adapt to changes. While having a robust project management plan is crucial, it is equally important to remain agile and responsive to changing project dynamics.

Incorporating hybrid project management tools allows project managers to balance structured planning with the ability to iterate and adjust as needed.

Advocating a culture of continuous improvement and knowledge sharing among project teams is essential. Encouraging team members to share insights and lessons learned enhances project performance and contributes to the organization’s overall knowledge base.

Knowledge management systems and regular retrospective sessions can boost the team’s ability to innovate and improve processes, leading to more successful project outcomes.

Taking it to the Next Level: Hybrid Projects with Adaptive Integration with Technology

Elevating Project Integration Management to the next level means embracing advanced technologies and methodologies. Hybrid projects can benefit immensely from adaptive integration with cutting-edge tools and technologies such as Generative AI. By leveraging AI tools, project managers can automate routine tasks, analyze vast amounts of data, and generate insights that improve decision-making processes. It increases efficiency and allows project teams to focus on more strategic activities, value-adding tasks, and executing complex projects.

Generative AI can revolutionize project integration management. AI-driven tools can assist in developing effective project management plans by predicting potential risks, suggesting optimal resource allocation, and even generating draft documents and reports contributing to the project timeline.

These tools can analyze historical project data to identify patterns and recommend actions to improve project performance. By integrating AI into project management platforms, teams can gain insights and make data-driven decisions, enhancing the overall effectiveness of project integration.

AI-powered communication tools can enhance stakeholder engagement by providing personalized updates and facilitating seamless collaboration. These tools can automate meeting scheduling, track action items, and ensure that all stakeholders are informed of project progress and changes. By incorporating Generative AI and other advanced technologies, project managers can create a more adaptive, responsive, and efficient project integration management process, ensuring higher success rates and greater alignment with organizational goals.

My Experience with Project Integration Management as a Project Manager

Effective Project Integration Management is the cornerstone of successful project planning and execution. Coordinating project elements and processes from initial planning to final closure means that project managers ensure that every aspect aligns with the project’s goals and the organization’s strategic objectives.

Integrating hybrid project management tools and techniques allows for a balanced approach that combines the thoroughness of traditional methods with the flexibility of agile practices. It ensures that projects adapt to changes efficiently while delivering maximum value to stakeholders.

Project managers aiming for excellence are expected to understand and implement project integration management. This promotes better stakeholder engagement, more efficient value delivery, and continuous alignment with strategic objectives.

As we move into an era where technology plays a role in project management, leveraging tools like Generative AI can further enhance our ability to manage complex projects more effectively. By embracing these advancements, project managers ensure that they are meeting the expectations of their stakeholders and driving their organizations toward success.


Project Management Institute. (2017). A guide to the project management body of knowledge (PMBOK guide) (6th ed.). Project Management Institute.

Roseke, B. (2017, January 31). Project integration management according to the PMBOK. Project Engineer. Retrieved May 2024, from https://www.projectengineer.net/project-integration-management-according-to-the-pmbok/

Davis, K. D. (2024, May). What is project integration management? [7 step process]. KnowledgeHut. Retrieved from https://www.knowledgehut.com/blog/project-management/what-is-project-integration-management