Methodology


The PMIV Methodology combined the Project Life Cycle with the Project Management Methodology including the Gate approach.

The purpose of the gate approach is to establish clear criteria for project evaluation and audit a project between phases.

The PMIV Methodology model may vary between projects but its functionality is the same.

Each phase is broken down into key deliverables and grouped mainly into four (4) categories: Business, Project, Operations and External. Each category has a certain number of documents that need to be satisfied in order to move from one phase to the next. The Execute phase is often broken down into Detailed Engineering, Procurement and Fabrication & Construction. The Operate phase is often broken down into Start Up & Operate and Close Out.

Features:

The following represents some examples of key deliverables supported by scored key activities linked to procedures for each gate evaluation:

  • Business Strategy
    • Owner Strategies, Directives and Constraints
    • Project Objectives and Assumptions
    • Business Plan
  • Project Management
    • Project organization and Team management
    • Key Stakeholders
    • Organizational Performance Improvement
    • Management of Change
    • Risk Management Plan
    • Quality Management
    • Project Implementation Plan
    • Cost Estimate and Project Control Base
    • Financial Plan
    • Close Out and Lessons Learned
  • Engineering
    • Project Definition and Design Basis
      • Basic Data Research & Development
      • Site Information
      • Process/Mechanical
      • Equipment Scope
      • Civil, Structural & Architectural
      • Infrastructure
    • Instrumentation & Electrical
    • Engineering
    • Value Engineering
    • Conceptual Design and Analysis
  • Procurement
    • Contracting and Procurement Plan
  • Construction
    • Construction
    • HS&E Plan
  • Pre-commissioning and Start-up Preparation
    • Pre-commissioning
    • Start-up Preparation
  • Reviews
    • Project Reviews

Each Project Life Cycle phase is supported by a set of processes, Data Flow Diagrams and Procedures. Integral Vision has also various Project Management Manuals, Templates and Training Manuals.
The primary activities for a gate evaluation are linked to reference documents such as procedures.

The following represents some examples of processes and procedures by phase:

  • Initiating
    • Project Charter
    • Identify Stakeholders
  • Planning
    • Project Management Plan
    • Requirements
    • Scope
    • WBS
    • Activities, Sequence, Resources and Durations
    • Develop Schedule
    • Estimate Cost
    • Determine Budget
    • Quality Plan
    • Develop HR Plan
    • Plan Communications
    • Plan Risk Management
    • Qualitative and Quantitative Risk Analysis
    • Procurement Plan
  • Executing
    • Direct and Manage Project Execution
    • Perform Quality Assurance
    • Project Team
      • Acquire
      • Develop
      • Manage
    • Distribute Information
    • Manage Stakeholder Expectations
    • Conduct Procurement
  • Monitoring & Controlling
    • Monitor & Control Project Work
    • Perform Integrated Change Control
    • Scope
      • Verify
      • Control
    • Control Schedule
    • Control Cost
    • Perform Quality Control
    • Report Performance
    • Monitor & Control Risks
    • Administer Procurement
  • Closing
    • Close Phase or Project
    • Close Procurement