1. Dynamics Consulting Professional Society - Understanding PMI - February 26, 2015

2. Agenda What is PMI and PMBOK PMI Benefits Certification and Benefits How to get certified

3. What is PMI PMI stands for Project Management Institute Membership vs certification PMBOK – Project Management Body of Knowledge Certifications, Events, Chapters, Publications

4. Membership Founded in 1969 PMI member vs certified 2.9 million members (over 500k certified),globally Across industries (from healthcare, telecommunications and finance to IT and construction) Advances careers, improves organizational success and further matures the profession of project management Globally recognized standards, certifications, resources, tools www.pmi.org for more details www.pmi.org

5. Projects A project can be defined as a temporary endeavor undertaken to create a unique product or service, as defined by PMI ® Projects are critical to the realization of performing organization's business strategy because projects are a means by which the strategy of the company is implemented.

6. Project Management By way of comparison, operational business is ongoing and repetitive. Operational business is carrying out similar operations each day in order to keep the organization functioning. Operational management roles might be the head of a department, or a service group, or a line manager. Project management roles include Project Managemant Office (PMO) positions, project director, program manager, project manager

7. Project Managers The Project Management Book of Knowledge (PMBOK®), compiled by the Project Management Institute (PMI®), defines Project Managers as:Project Management Institute (PMI®) ”Project Management is the application of knowledge, skills, tools and techniques to project activities to meet project requirements. The Project Manager is the person responsible for accomplishing the project objectives.”(PMBOK® Guide, Third Ed., 2004, Section 1.3) Within most organizations, there are two categories that define Project Managers: – ”Formal” Project Manager – someone recognized as a PM and who has the title and the authority. – ”Accidental” Project Manager – someone at any level within the organization, who already has other responsibilities (“a daytime job”) and who is ask something like, “…while you’re at it, see what you can do about…” Organizational Project Management Maturity

8. Project Management There is no simple way to define project management. Even the PMBOK® Guide (Third Ed.) takes 3 sections to define project management (sections 1.2, 1.3, and 1.6). Think of defining project management as: – 45% Communications – 25% People & Process Management (coaching, mentoring, feedback, etc.) – 20% Politics (a more intense form of “people management” that deserves its own category and should not be underestimated) – 10% Business Knowledge (understanding of the industry, business background, factors leading to this change, business measure of success, etc.) Add to the above formula: – A healthy dose of management of change, business structure and discipline – Years of experience – Working knowledge of project methodologies (PMI’s PMBOK, PRINCE2 and TenStep are three primary examples) and how to adapt and apply them – Finally, the personal characteristics of persistence, decisiveness and leadership.

9. PMBOK

10. PMBOK Knowledge Areas Project Integration management This knowledge areas consists of six processes: Develop project charter Develop project management plan Direct and manage project execution Monitor and control project work Perform Integrated change control Close project or phase This knowledge areas is concerned with identifying defining the work of the project and then combining and integrating with the appropriate processes It also includes managing issues and change, and replanning if required. There are two tools which fall with this process. They are earned Value management and the use of project management software such as Microsoft Project.

11. PMBOK Knowledge Areas Project Scope management. This knowledge areas has five processes: Collect Requirements Define Scope Create WBS Verify Scope Control Scope There are two aspects of Scope management, one is product Scope and the other project Scope. Product Scope covers the required features of the product and clarifies the boundaries what is not included. Project Scope is concerned with the work of the project, and again clarifies the boundaries of what is not included.

12. PMBOK Knowledge Areas Project Time Management This knowledge areas includes estimating task schedules, determining the project schedule and project completion date. It will also include monitoring and controlling a project schedule throughout the project. It is closely aligned with Project Cost Management, in particular with the Estimate Activity Resources and the Estimate Activity Durations, since it is these along with their cost implications that must be finalized before the schedule can be developed. This knowledge area has six processes: Define Activities Sequence Activities Estimate Activity Resources Estimate Activity Durations Develop Schedule Control Schedule

13. PMBOK Knowledge Areas Project Cost management In a similar way, this knowledge areas is there to estimate the resources required, and the project budget. Resource costing is not just about people. It should also include other types of resource such as Materials, equipment, facilities, and project related services such as letting contracts. This knowledge areas has three processes: Estimate Costs Determine Budget Control Costs Earned value analysis is a key technique

14. PMBOK Knowledge Areas Project Quality management This knowledge areas covers two main areas, creating the products to an acceptable quality level, and the quality of the project management process itself. This uses three processes: Plan Quality Perform Quality Assurance Perform Quality Control Performing Quality Assurance is the act of auditing and comparing the quality requirements against the quality control measurements to check that appropriate quality standards and operational definitions are used. Compare and contrast this to: Perform Quality Control. This is the monitoring the results of carrying out quality activities which will include the project deliverables/products and project management results such as how the project is performing against schedule and budget.

15. PMBOK Knowledge Areas Project Human resource management This knowledge areas is to do with managing people. It includes aspects such as acquiring the team, developing the overall team performance, and then managing that performance such as performance appraisals, leading and coaching, and resolving resource issues and optimizing the project performance. The objective here is to ensure that all human resources are used effectively, and draws upon skills such as leadership, team building, and communication. This knowledge areas contains four processes: Develop Human Resource Plan Acquire Project Team Develop Project Team Manage Project Team

16. PMBOK Knowledge Areas Project Communications management Communications is not just about the human kind, but includes information such as meeting management and actions, risk actions and assessments, project plans, reviews and walk-throughs, etc. This information must be shared with all of the project stakeholders — both internal and external to the project. The Communications plan should document all of these aspects and along with other documents, be reviewed and updated as needed. This knowledge areas contains five processes: Identify Stakeholders Plan Communications Distribute Information Manage Stakeholder Expectations Report Performance

17. PMBOK Knowledge Areas Project Risk management The PMBOK Guide advises that risks include both threats and opportunities. An opportunity should also be seen as a type of risk because just like a negative threat, an opportunity also has uncertainty. Risks predict potential give negative impacts, and any actions should strive to reduce or remove these. By the same token, opportunity actions should strive to make them more probable and increase their potential positive outcomes. Put another way, opportunities should be grasped, and action taken to ensure that they are realized. This knowledge areas contains six processes: Plan Risk Management Identify Risks Perform Qualitative Risk Analysis Perform Quantitative Risk Analysis Plan Risk Responses Monitor and control risks Risk identification is best done during planning, and as many people should be involved as possible, so that the complete picture of risk threats and positive opportunities to the project can be identified.

18. PMBOK Knowledge Areas Project Procurement management Most projects work within a customer/supplier environment. Generally the project team are working on behalf of the customer, and suppliers are responsible for the creation of the project deliverables/products — there can be both internal suppliers and external suppliers. Project Procurement is used when it is necessary to purchase or acquire products, services, or results needed from outside the project team. This knowledge area includes contract management and change control. Activities in this knowledge areas will include working with suppliers, vendors, contractors, service groups, etc. This knowledge areas contains four processes: Plan Procurements Conduct Procurements Administer Procurements Close Procurements

19. Agenda What is PMI and PMBOK PMI Benefits Certification and Benefits How to get certified

20. PMI Events Learn & Network — In-person or Online PMI’s global congresses and events offer professional development, networking, information-sharing and recognition opportunities for practitioners around the world.

21. PMI Chapters Get involved. Stay involved. Make the most of your membership. If you're already a PMI member, be sure to join a chapter near you. Meet your peers, make new contacts, network and build knowledge. Share solutions and ideas. Enjoy activities and events.

22. PMI Publications/Knowledge Informative and insightful membership publications to help you keep up and stay abreast of the latest trends.

23. PMI Benefits PMI membership signifies that you’re serious about your project management career and your professional development. It highlights this dedication to employers, colleagues and stakeholders, giving you an edge in the job market. It also provides you with access to valuable knowledge, networks and resources that help you improve and advance As a PMI member, you gain exclusive access to PMI publications and our global standards, networking options with our chapters and online communities of practice, and leadership and volunteer opportunities. You’ll also receive discounts on certification exams and renewals, as well as our professional development offerings

24. PMI Benefits Knowledge - Grow your career using our expansive collection of knowledge resources including the PMBOK ® Guide, tools and templates Communities & Volunteer Opportunities - We make it easy to connect with peers to network, share ideas and get advice, whether locally at PMI chapter events or virtually through our communities of practice.

25. PMI Benefits Career Resources & Professional Development - With our flexible and varied professional development offerings and career resources, you can tailor your journey to your unique needs. Rewards & Discounts - PMI members benefit from discounts and programs that help smooth the road to success.

26. PMI Benefits Publications - Informative and insightful membership publications to help you keep up and stay abreast of the latest trends. Career Resources - Looking for your next opportunity? Turn to our extensive tools and resources in PMI Career Headquarters you'll find the premier job board for project management and resources like career coaching, which are just for members.

27. PMI Benefits Relationship to Dynamics Sure Step Project Management for Sure Step uses PMBOK as a base

28. SureStep – What is it The Microsoft Dynamics Sure Step Methodology is a comprehensive customer engagement methodology describing the processes and disciplines necessary to implement Microsoft Dynamics products. The methodology covers the following products: – Microsoft Dynamics AX – Microsoft Dynamics GP – Microsoft Dynamics NAV – Microsoft Dynamics SL – Microsoft Dynamics CRM and Microsoft Dynamics CRM Online

29. SureStep – What is it The original version of Sure Step was launched in March 2007. Since then, the Microsoft vision for the Sure Step program has remained consistent: – To deliver an ever-evolving, world-class methodology to partners for Microsoft Dynamics customer engagements. – To help partners take advantage of the latest best practices, new tools developed by Microsoft Dynamics product teams, and changes in Microsoft Dynamics software. – To help partners achieve high customer satisfaction, increase channel productivity, and improve profits. Sure Step can help partners increase successful implementations, decrease employee ramp-up time, and improve revenue by closing more customer deals. Partners who fully adopt and embrace Sure Step will be better able to perform customer implementations on time, on budget, and on spec. As products in the Microsoft Dynamics family provide updates to its customers, the Sure Step tool will also be updated to provide guidance aligned to assisting with new feature implementation and upgrade processes.

30. SureStep – What is it

31. Sure Step Project Management

32. Agenda What is PMI and PMBOK PMI Benefits Certification and Benefits How to get certified

33. PMP - Certification Project Management Institute (PMI) offers several certifications http://www.pmi.org/Certification.aspx Combined Exam and Experience Ongoing three year cycle and PDUs

34. PMI Certifications

37. Maintaining your certification is crucial As a credential holder, you participate in the Continuing Certification Requirements (CCR) program. Under the CCR program, you are required to participate in professional development activities that afford you professional development units (PDUs). You must earn and report a minimum of 30 PDUs during your three-year certification/CCR cycle to maintain an active certification status Once you earn and report the required amount of PDUs, you need to complete an Application for Certification Renewal, reaffirm the PMI Code of Ethics and Professional Conduct and the Certification Application/Renewal Agreement and submit payment of the renewal fee.

38. Certification Benefits Recognition & Endorsement PMI certifications recognize your project management knowledge, skills and abilities. PMI serves as an unbiased endorsement of your project management expertise and professional experience on a global level.

39. Certification Benefits Increased Earnings PMI certifications can lead to greater earnings. They differentiate you in the marketplace and give you a competitive advantage in the job market. Many credential holders experience salary increases because of their certification status.

40. Certification Benefits Career Advancement PMI certifications can lead to career opportunities and career advancement. PMI’s family of certifications identifies you as a practitioner who has demonstrated competency and knowledge in project management processes and specialty areas of practice based on industry standards.

41. Agenda What is PMI and PMBOK PMI Benefits Certification and Benefits How to get certified

42. How to Certify To obtain a PMI credential, you must first meet the eligibility requirements outlined Then, you must pass the credential exam. For PgMP, you must pass three evaluations- the application panel review, the credential exam and the Multi-rater Assessment

43. How to Certify The eligibility requirements for each credential are on the website, and detailed in each respective credential handbook. Please link to the appropriate credential handbook for complete guidelines. For example: PMP Certification Requirements To apply for the PMP, you need to have either: A secondary degree (high school diploma, associate’s degree, or the global equivalent) with at least five years of project management experience, with 7,500 hours leading and directing projects and 35 hours of project management education. OR A four-year degree (bachelor’s degree or the global equivalent) and at least three years of project management experience, with 4,500 hours leading and directing projects and 35 hours of project management education.

44. How to Certify When submitting an application (available on website), you do not need to send documentation. However, you will be required to send supporting documentation if your application is selected for a random audit. To find out more about PMI's audit process, refer to the credential handbooks and the audit FAQs.

45. How to Certify Once you are eligible, PMI will e-mail you examination scheduling instructions with your eligibility code which you will need when scheduling your exam. You can schedule your exam appointment online or by telephone. Full details can be found in the credential handbook and within the examination scheduling instructions All PMI computer-based exams are offered at all Prometric Testing Centers worldwide. You can check for locations on Prometric's website but you will need to have submitted your credential fees and received your examination scheduling instructions in order to schedule an exam appointment. Credential exams consist of multiple-choice questions. The amount of questions on each exam varies and the amount of time you are allotted to complete the exam also varies on the credentials for which you are testing. Please consult the credential web pages and credential handbooks for details.

46. How to Certify You may refer to yourself as a credential holder although your certificate package can take six to eight weeks to arrive in the mail. Please refer to the "Use of Your PMI Credential" section of the handbooks for more details. You also can start making plans for maintaining your credential by familiarizing yourself with the Continuing Certification Requirements (CCR) program PMP - 60 PDUs during 3-year cycle PgMP - 60 PDUs during 3-year cycle PMI-SP - 30 PDUs in project scheduling in 3-year cycle PMI-RMP - 30 PDUs in project risk management in 3-year cycle CAPM - renewal through re-exam at the end of 5-year cycle

47. Agenda What is PMI and PMBOK PMI Benefits Certification and Benefits How to get certified

48. Our Mission Stays the Same To improve the success of Microsoft Dynamics partners through the community

49. Get Involved Join http://www.surveymonkey.com/s/WN37BYW http://www.surveymonkey.com/s/WN37BYW Attend Provide input Lead Online Activities Webinar Peer Networking Academy Events