Juan C. Rodriguez Bowie, MD August 16, 2007 How to Maintain your Certification.

1 Before we can start, you need to understand the ocean of acronyms involved PMIProject Management Institute PMBOK Guide ® The Guide to the Project Management Body of Knowledge CAPMCertified Associate in Project Management PMPProject Management Professional PgMPProgram Management Professional PDUProfessional Development Unit REPRegistered Education Provider CCRContinuing Certification Requirements

2 In addition to passing an exam and documenting PM experience, PDUs are needed to become certified and to maintain certification Type of Certification PDUs needed to earn certification PDUs needed to maintain certification CAPM 23 (or 1,500 hours of work on a project team ) N/A (certification is valid for 5 years) PMP3560 every CCR Cycle (3 years) PgPM3560 every CCR Cycle (3 years)

3 PMI has five categories of PDUs DescriptionDocumentation required upon PMI audit/request Category 1 - Formal Academic Education – Courses must be offered for degree credit and be related to project and/or program management. transcript or grade report indicating a passing mark. Category 2 - Professional Activities and Self-directed Learning – Maximum of 15 SDL PDUs per CCR Cycle. copies of publications, sample educational materials or program agendas. Category 3 - PMI Registered Education Providers/PMI Components – Educational programs offered by organizations registered with PMI and designated as PMI R.E.P.s. registration form, certificate or letter of attendance. Category 4 - Other Provider – Educational programs offered by organizations not registered with PMI. registration form, certificate or letter of attendance, and a brochure or course materials outlining the subject matter covered and the qualifications of the instructor/lecturer. Category 5 - Volunteer Service to Professional or Community Organizations – Maximum of 20 per CCR Cycle. Professional service to a PM organization or by providing non-compensated project/program management services to non-employer or non-client customer groups. letter or certificate from the organization served acknowledging the certificant for leading project tasks or participating as part of a project team.

4 Category 2 – Professional Activities Details Letter Code Description Number of PDUs Earned 2A Author or co-author of an article pertaining to project and/or program management published in a refereed journal 30 per article (author) 20 per article (co-author) 2B Author or co-author of an article pertaining to project and/or program management published in a non-refereed journal 15 per article (author) 10 per article (co-author) 2C Speaker/Teacher on project and/or program management topic at a conference, symposium, workshop or formal course 10 PDUs per activity 2D Speaker on a project and/or program management topic at PMI Component meeting (e.g. Chapter meeting). 5 PDUs per activity 2E Member or moderator of a project and/or program management panel discussion at a conference, symposium, workshop or formal course 5 PDUs per activity 2F Author or co-author of textbook that pertains to project and/or program management. 40 PDUs (author) 20 PDUs (co-author) 2G Developer of content for a structured project and/or program management learning program 10 PDUs per new program 2H Practitioner of project and/or program management services for more than 1,500 project work experience hours per calendar year 5 PDUs per calendar (i.e. Jan-Dec) year

5 Category 2 – Self-Directed Learning Details Letter Code Description Number of PDUs Earned 2-SDL Self-directed learning activities are individualized learning projects involving personally conducted research or study. Learning may include informal activities such as discussions or coaching sessions with colleagues, co- workers, clients or consultants. It may include articles, books, instructional manuals, videos, CD-ROMs, or other material resources. Qualifying self-directed learning activities must be relevant to project and/or program management, meet a specified purpose, and use knowledgeable resources. Use the Self-Directed Learning Activities Worksheet to determine PDUs for Category 2 – Self-Directed Learning. Maximum 15 Self- Directed Learning PDUs may be earned per CCR cycle (3 years)

6 Category 5 – Details DescriptionNumber of PDUs Earned Serve as an elected officer for a project management organization. (No PDUs are awarded for service less than three months) 3 months of participation: 2 PDUs * 6 months of participation: 5 PDUs * 12 months of participation: 10 PDUs * Serve as a volunteer/appointed committee member for a project management organization. - Minimum three months of participation: 1 PDU per calendar year. (No PDUs are awarded for service less than three months) 6 months of participation: 3 PDUs * 12 months of participation: 5 PDUs * Provide project management related services to a community or charitable group The organization sponsoring the project must be a legally recognized not-for-profit organization. 5 PDUs * * per calendar year

7 Claiming PDUs – Step 1  If filling out application to earn certification, simply list the PDU sources in the application  If maintaining certification, log into PMI.org with your PMI member number and PMP ID

8 Claiming PDUs – Step 2  Select the PDU Category from the list  Once a selection is made, you will be asked for details based on the category

9 Claiming PDUs – Step 2 (Category 3 vs. Category 4) Claiming PDUsIf audited by PMI Category 3  Course provider name  Course ID  Start date and end date  Number of PDUs  Registration form  Certificate or letter of attendance Category 4  Course provider name, address, phone, and .  Course title  Start date and end date  Number of PDUs  PMBOK Guide ® Knowledge Areas  PMBOK Guide ® Process Areas  Registration form  Certificate or letter of attendance  A brochure or course materials outlining the subject matter covered  The qualifications of the instructor/lecturer

10 Claiming PDUs – Step 3 (for Category 3)  When claiming PDUs for Category 3, you only need the course provider and the course ID (Option 1)  Alternatively (Option 2), you can enter the R.E.P. name and then browse a list of all courses offered, or…  (Option 3) You can enter the R.E.P. ID directly to browse a list of all courses

11 Claiming PDUs – Step 3 (for Other Categories)  Use the scroll bar to select "What activity do you wish to claim?"  Select Category 1, 2, 4, or 5  Enter the PDU Service request information on the form.  Number of PDUs is dependent on the category - guidelines are provided

12 PMI Component PDU opportunities  PMI Components - Chapters and Special Interest Groups (SIGs) (Category 3 & 5) –PMI SOMD Board of Directors meetings –PMI SOMD Committees –Monthly meetings –Sponsored Seminars –SIG Webinar – Find the SIG for you –Education programs – All chapters and SIGs provide professional development opportunities –Professional Development Days – One day seminars or symposiums –Volunteer opportunities – Components always need volunteers can receive up to 10 a year –Global Congress – 4 per year; Asia Pacific, EMEA, Latin America and North America  Writing articles for PMI (Category 2a, 2b) –Component Newsletter –PM Network

13 Renewal Application Process –Application for Certification Renewal –After the CCR Records Office confirms that the PDU requirement has been met, PMI’s Certification Program department will issue an to the certificant notifying him/her that they are now eligible to apply for renewal of their credential. Upon receipt of the notification, the certificant may complete the Application for Certification Renewal and remit credit card payment of the renewal fee via PMI’s Certification System available in the Certification Program section of the PMI website. Alternatively, the Application for Certification Renewal and payment via credit card, check, or money order may be remitted by mail to PMI’s Global Operations Center at 4 Campus Blvd., Newtown Square, PA USA – communications from PMI may inadvertently be blocked or forwarded to bulk mail folders by some spam filters. Please add to the personal address book in your program to help ensure that you don’t miss important CCR program updates from PMI. –Renewal Fee –In addition to earning and reporting 60 PDUs, to retain an active certification status, certificants are required to remit a renewal fee once during each CCR cycle. Payment of the renewal fee should accompany the Application for Certification Renewal which certificants are required to complete after PMI confirms that their PDU requirement has been met. –The renewal fee for PMI members is $60 (US) and $150 (US) for non-members.

14 Questions? Juan C. Rodriguez VP Education and Certification PMI Southern Maryland Chapter (301) Ext 237 (Work) (240) (Cell)

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16 Booz Allen partners with external vendors who are also R.E.P.s  ESI (R.E.P. ID: 1038) –Booz Allen Hamilton’s “preferred” vendor for externally provided Project Management training –Total cost for ESI’s PMP PowerPrep course and the PMP certification exam is less than the $2,500 tuition cap for certifications –Offers Project Management courses in partnership with George Washington University that are eligible for college credits –Offers courses globally, and the pass rate for those who take their PMP PowerPrep course is 98% –Booz Allen employees have noted ESI’s audiotapes to be quite beneficial  IIL (R.E.P. ID: 1003) –Also offers the PMP certification preparation course and exam for under $2,500  Cheetah (R.E.P. ID: 1152, 1992, 1993, 1994) –Higher cost provider but is also very successful at preparing individuals for the PMP certification exam