Advance Your Career Within the New Continuing Certification Requirements (CCR) Program Changes went live 1 December 2015 The goal of today’s meeting is to explain how to use the Continuing Certification Requirements (CCR) program (updated 1 December 2015) to advance your career. April 25, 2017

Agenda for Today: CCR Changes What is the purpose of the CCR program and why did it change? What are the changes? Why are the changes important for you? What are your next steps? In today’s meeting we’ll: Make sure everyone understands the purpose of the CCR program and why it changed Make sure you understand the most important details of what’s changed Why the changes are important for you And, most importantly what you need to do

Purpose of the CCR Program Enhance professional development Encourage/recognize continued learning Sustain value of certification Standardized means of recording activities PMI’s Continuing Certification Requirements (CCR) program is not only a requirement to maintain a PMI certification, but it is also a tool to support ongoing professional development in a profession that continues to evolve. Once an individual has attained a PMI certification, he or she must participate in the CCR program to maintain an active certification status. The purpose of the CCR program is to: Enhance the ongoing professional development of certification holders Encourage and recognize individualized learning opportunities Offer a standardized and objective mechanism for attaining and recording professional development activities Sustain the global recognition and value of PMI certifications This helps ensure your certification is relevant years after it was bestowed. 3

Why was the CCR Program Updated? The profession has evolved Organizations challenged with finding talent with the right skills Will become a better professional development tool Solely self-determined curriculum; no guidance provided Increase the value, relevance, and credibility of practitioners You may be asking yourself why PMI has decided to make a change to the current program? Well, let’s start by saying that the old program was not broken. However, due to the changing needs and demands of the profession, an update was made to better serve certification holders, organizations, and the profession as a whole. The profession has evolved tremendously over the past several years and will only continue to do so moving forward. We need to ensure that practitioners are well equipped with the knowledge and skills to stay relevant and in demand. Research has also indicated that this profession is expected to grow and millions of new jobs will be created each year. The problem, though, is that organizations currently find it challenging to find talent with the right skills to fill those roles. In fact, four in five organizations find it difficult to find qualified talent. The updates will allow the CCR program to become an even better tool to aide professional development and help eliminate this problem. The current CCR program is entirely self-directed, which means that each and every certification holder dictates their own development. This does provide broad flexibility, but it does not offer any guidance or consistency for certification holders. Stakeholder feedback has shown that offering more guidance would be beneficial to certification holders and help to facilitate the process. We are confident that the changes to the CCR program will help deliver added value to the CCR process, the certification, and the individual by ensuring that certification holders stay relevant and up-to-date with their professional development.

What are the Changes? Incorporation of the PMI Talent Triangle™ Alignment of education PDUs to the PMI Talent Triangle™ PDU requirements and limits in certain categories Minimum number of education PDUs Minimum number of PDUs in each area of the PMI Talent Triangle™ Maximum number of giving back to the profession PDUs So what exactly changed? Well, much of the old program will remain the same, but there are two significant changes: Incorporation of the PMI Talent Triangle™ Shifts in requirements and limitations on the number of PDUs that can be earned in certain categories Organizations have realized that it takes more than just technical skills in order for practitioners in this industry to succeed. They are looking for individuals with three critical competencies—what we call the PMI Talent Triangle.™ These competencies are: Technical skills Leadership skills Strategic and business management skills Two in three organizations (66 percent) found the greatest difficulty in finding resources with adequate technical project management skills. However, many organizations (over 90 percent) believe that technical project management skills and strategic and business management skills are teachable, and as such, are likely to search for talent with good leadership skills whose technical project management and strategic and business management skills can be honed through training. Knowing that proficiency in these areas is imperative, the PMI Talent Triangle™ will now be incorporated into the CCR program. Let’s take a more in-depth look at what this means.

® ® The PMI Talent Triangle™ represents the skill set that organizations have deemed as critical for project practitioners. In today’s complex business environment, just having technical domain skills is not enough. To truly succeed, regardless of your exact role or title, you need to have: Technical project management skills Leadership capabilities Strategic and business management proficiency That is why the PMI Talent Triangle™ has been incorporated into the updated CCR program. In order to enhance the professional development of PMI certification holders in these critical areas, education PDUs will focus on these specific areas. In the updated CCR program, all certification holders will need to earn a minimum number of PDUs in education that aligns with each aspect of the PMI Talent Triangle.™ [See the info graphic hand out]

The PMI Talent Triangle™ Examples

There’s a handout in front of you that explains how the new program will work. The total number of PDUs required to keep each PMI certification has not changed. But, how PDUs are maintained is different. For the Portfolio Management Professional (PfMP),® Program Management Professional (PgMP),® Project Management Professional (PMP)® and PMI Professional in Business Analysis (PMI-PBA):® You must earn at least 8 PDUs in Technical, 8 PDUs in Leadership and 8 PDUs Strategic and Business Management. You need a minimum of 35 PDUs in Education. The remaining 11 can be in any area of the PMI Talent Triangle.™ There is a maximum number for Giving Back. The total maximum number is 25 PDUs per cycle and Working as a Professional has a maximum of 8 PDUs per cycle.

For PMI Agile Certified Practitioner (PMI-ACP),® PMI Risk Management Professional (PMI-RMP)® and PMI Scheduling Professional (PMI-SP):® You must earn at least 4 PDUs in technical, 4 PDUs in leadership and 4 PDUs in Strategic and Business Management. You need a minimum of 18 PDUs in Education. The remaining 6 can be in any area of the PM Talent Triangle.™ There is a maximum number for Giving Back. The total maximum number is 12 PDUs per cycle and Working as a Professional has a maximum of 4 PDUs per cycle. Any questions before I continue?

(PMP® /PgMP® /PfMP® /PMI-PBA®) (PMI-ACP ® /PMI-RMP® /PMI-SP®) Starting 1 December 2015 60 PDUs (PMP® /PgMP® /PfMP® /PMI-PBA®) 30 PDUs (PMI-ACP ® /PMI-RMP® /PMI-SP®) Education Requirement: Minimum 35 PDUs 8 Technical 8 Leadership 8 Business/Strategic Remaining 11 in any area of the PMI Talent Triangle™ Education Requirement: Minimum 18 PDUs 4 Technical 4 Leadership 4 Business/Strategic Remaining 6 in any area of the PMI Talent Triangle™

Your Benefits Greater competitive advantage More direction for your career development Fulfill your organization’s needs Advance your career So why are these changes so important? What’s in it for you? We understand that your career development is a journey, not a destination. You need to set yourself apart and remain relevant in an ever-changing business environment. PMI certifications provide you a competitive advantage like no other. The new CCR program provides the guidance you need to stay relevant in a continually evolving global business environment. These changes ensure you position yourself as the answer to what companies demand. And, more importantly, that you develop your career in a more consistent, actionable, and meaningful way.

The CCR Program is Adaptable It’s focused on YOUR professional development Unique to your needs and situation Will evolve over time It’s flexible Categorizing activities You choose the way you earn PDUs What’s important to keep in mind with these updates to the CCR program is that the program will be adaptable and flexible. The CCR program is intended to enhance your professional development. Each certification holder is in a unique situation based on their role, industry, or experience level and the professional development needs will therefore vary. The education requirements are meant to be a general guideline of the areas to focus your development. You can personalize the specific activities and educational opportunities based on your needs and situation. It’s also flexible because everyone’s professional development is unique and personal. The examples of technical, leadership, and strategic and business management provided should help provide some insight into what the categories mean. However, the classification of your education will be up to you.

Technical Project Management Definition: Knowledge, skills, and behaviors related to specific domains of project, program, and portfolio management. The technical aspects of performing one’s job or role. Skill set required to perform a specific task or function Will vary from certification to certification Technical skills for agile vs. program management So, you may be asking yourself, “What is meant by technical project management or strategic and business management? What is considered leadership education?” Let’s provide some more explanation around this. Technical project management is the knowledge, skills, and behaviors related to the specific domains of practice for project, program, and portfolio management. These are the technical aspects that are required to perform one’s job or role. Basically, technical project management is the skill set you need to perform a specific function or task. What’s important to keep in mind here is that this skill set is domain-specific and will vary depending on the specific role you function in or certification you have. For example, the technical skills required for agile project management are different than those needed to function in a program management role. Could there be areas of overlap? Certainly, but some technical skills will vary from domain to domain.

Technical Project Management Examples Requirements gathering techniques Project controls and scheduling Risk management Scope management Agile tools and techniques Here are some examples of topics that would be considered technical project management: Requirements gathering techniques or elicitation tools Project controls and scheduling Risk management, whether it is at the project, program, or portfolio level Scope management Agile tools and techniques Please keep in mind, these are just a few examples and there are many other topics that could be considered technical, depending on the certification you have. What you may find is that many of the activities which you have already been undertaking for certification maintenance fall into technical project management.

Leadership Definition: Knowledge, skills, and behaviors specific to motivating and guiding others; skills that help an organization achieve its business goals Ability to articulate a vision and guide or influence others to help achieve that objective Unique to individual; benefits all certifications The next component of the PMI Talent Triangle™ is leadership. Leadership is broadly being defined as the knowledge, skills, and behaviors specific to improving and enhancing your leadership abilities. These skills help an organization achieve its business goals. In other words, leadership is the ability to articulate a particular vision and guide or influence others to help achieve that objective. So, this will be all the knowledge and tools that help you to effectively apply these qualities. Keep in mind, this does not mean that you need to be in a designated leadership role to have or utilize leadership skills. Leadership can be demonstrated on many levels. For example, a project manager may employ leadership skills to help direct a project team to effectively work together to meet an upcoming project milestone. Different from technical skills, which may vary from role to role, activities for improving one’s leadership ability is really unique to the individual.

Leadership Examples Negotiation Conflict management Motivation Giving or receiving feedback Influencing Problem solving Team building Emotional intelligence Here are some examples of leadership topics: Negotiation skills Improving conflict management techniques Learning motivational tools Giving or receiving feedback Enhancing your influencing skills—whether you are in a formal leadership role or not Problem solving Team building Cultivating your emotional intelligence

Strategic and Business Management Definition: Knowledge of and expertise in the industry/ organization that enhances performance and better delivers business outcomes Ability to connect the dots between your work and larger organizational strategy to drive project outcomes Understanding of overall business context Will vary from person to person The third component of the PMI Talent Triangle™ is strategic and business management. Strategic and business management refers to the knowledge of and expertise in the industry or organization that enhances performance and helps to deliver better business outcomes. Basically, this is the ability to connect the dots and see how your work (whether that be working on a project team, managing a program or portfolio, or some other task) relates and contributes to the larger organizational strategy. It’s understanding your organization, industry, or unique professional environment to improve your ability to drive better project outcomes. This aspect of the PMI Talent Triangle™ also focuses on understanding and improving basic business knowledge and skills. Similar to leadership, this component is unique to the individual. A practitioner’s strategic and business management needs may vary depending on the industry or organization in which they work or their level of experience.

Strategic and Business Management Examples Business acumen Finance Operational functions—e.g., marketing, legal Strategic planning and alignment Contract management Complexity management To help explain strategic and business management, let’s go through some examples. Topics may include, but are not limited to: Improving your general business acumen Gaining a better understanding of finance and financial impact and reporting Improving understanding of operational functions such as marketing or legal compliance Understanding strategic planning and alignment Knowledge of good contract management Complexity management

Your Next Steps

Understand How the New Program Works Based on Your Certification Renewal Date There are different renewal requirements for the Education and Giving Back categories based on the expiration date of the certification cycle. Please refer to the table. * Compliance with the new format is encouraged, but not mandatory to renew during the current cycle. In future cycles, the new CCR program requirements must be satisfied to maintain active certification status.

Log into CCRS and Review Your Dashboard Requirements for renewal. This person expires before Dec 2017 - under old CCR rules for this cycle. Log into CCRS and check out your dashboard It displays your certification expiration date and your requirements for renewal Confirm the number of PDUs you still need in order to renew and if you need more PDUs in specific areas of the PMI Talent Triangle™

Requirements for renewal Requirements for renewal. This person expires after Dec 2017 - under new CCR rules for this cycle. Note the new way of reporting PDUs Based on what activity you did (no more categories)

Now when you report PDUs, you won’t need to struggle with determining how to classify them. There will be two main categories—Education and Giving Back. Determine which of those your PDU fits into and then select the type of activity you did. We’ve included the main activities that fall under each of these categories to make it even easier. Just click the activity and you are on your way. 14

Check out the Handbooks & Guides section for more resources CCR handbook Webinars with more info on the PMI Talent Triangle™ and maintaining multiple certifications FAQs

Review Handouts and the New CCRS CCR program overview Examples of the PMI Talent Triangle™ Learn more about the new CCRS

Thank you for your time and support as we make these updates to the CCR program. 26

Back up slides (in case you need them)

The New CCR Program PfMP,® PgMP,® PMP® and PMI-PBA® PMI-ACP,® PMI-RMP® and PMI-SP® There’s a handout in front of you that explains how the new program will work. The total number of PDUs required to keep each PMI certification has not changed, but how PDUs are maintained is different. For the PfMP,® PgMP,® PMP® and PMI-PBA® For PMI-ACP,® PMI-RMP® and PMI-SP®

How do I Maintain Multiple Certifications? . How do I Maintain Multiple Certifications? You have the: You took a 2-hour class in project management You took a 12-hour course in portfolio management; 3 hours were spent on the risk register You took an 8-hour project management course that spent 1 hours on risk mitigation, 30 minutes on project scheduling, and 30 minutes on agile PMP® 2 PDUs 12 PDUs 8 PDUs PgMP® PfMP® PMI-ACP® .50 PDU PMI-PBA® 1 PDU PMI-RMP® 3 PDUs PMI-SP® Does anyone have to maintain multiple certifications? The rules and procedures around maintaining multiple certifications remain the same. All Leadership and Strategic and Business Management PDUs can be claimed for and shared across your multiple certifications. Technical project management PDUs must apply to your specific certification. This table shows some examples of how technical project management courses could be applied across multiple certifications: Your respective certification handbook provides more examples of how these PDUs apply across the certifications.

Why are Technical Skills so Important? 66% Organizations say that technical project skills are the most difficult to find Why are technical skills so important? 66 percent of organizations say that technical project skills are the most difficult to find. The good news is that 96 percent indicate that these are the most teachable skills as well. The Competitive Advantage of Effective Talent Management, 2013, PMI.

What Impact Does Strategic Focus Have? Average project success rate when organizations align their talent to organizational strategy 72% What impact does a strategic focus have? Well, understanding your organization’s strategy is essential and it’s just as important for employers to have a strategic approach. When organizations’ talent is aligned to organizational strategy, it produces a higher average project success rate —72 percent for those with good alignment, compared to 58 percent for those without it. The Competitive Advantage of Effective Talent Management, 2013, PMI.

Why Emphasize Leadership? 71% Organizations rank leadership skills as the most important for long-term success of project managers Why place emphasis on leadership? 71 percent of organizations rank leadership skills as the most important for long-term success of project managers. Pulse of the Profession In-Depth Report: Navigating Complexity, 2013, PMI.