1. Specialists In Project Management Training
Thanks for choosing Project Management Mentors (PMM).
You’ll be certified before you know it!
This workbook and supporting exam preparation tools are valuable resources for passing the Project Management Professional (PMP®) or Certified Associate in Project Management (CAPM®) exam. Your workbook was uniquely developed over a decade from a “student’s perspective” to help you learn the material sequentially, so make sure you understand each page as you proceed. To do this “right,” you should “write…” A lot! We believe that writing things down helps students remember and understand things better.
On each page of this workbook, the slide headings provide you with topic context, while the information presented below will help ensure you more fully understand the specific subject matter presented on that page. At the end of each section, your understanding of the material can be assessed further. Additional resources may be downloaded at
NOTE: FOR REFERENCE PURPOSES, YOU SHOULD OBTAIN YOUR OWN COPY OF THE GUIDE TO THE PMBOK® (FIFTH EDITION). (See for details. A copy is provided free with PMI® membership.) Throughout this book, PMI®, PMBOK®, PMP® and CAPM® are registered trademarks of the Project Management Institute. (
This workbook was developed to accompany PMM classroom and/or electronic tutorial instruction, and is ONLY authorized for use by registered Project Management Mentor’s (PMM) students. Contact us at for additional information.
Although you’ll likely pick up some good project management application tips along the way, this course was not developed to actually show you “how to do” project management, but rather how to pass
PMI’s PMP® or CAPM® certification exam. See for information on Project Management Application classes.

2. My Journey College (Fortran IV on punch cards :-)
Computer Operator for City Govt. / Private Sector
-Masters Degree, Bachelor of Science, Associate Degree
Cray Research
-Project Manager / Sales Engineer / Software Tester
Chen Systems (MCSB Technology)
-Sales Engineer / Marketing / Tester / Customer Service
Encore Systems
-Project Management, Marketing, Sales
State of Texas (DHS) & Instructor
-Manager of Project Managers / Sr. PMO Officer
-PMP Certification & TQM Certifications
-Adjunct instructor for universities, colleges
PM Mentors (Govt, military, private, educational)
Entrepreneur / President / Instructor / PM Consultant
PMP, PMI-BA, PMI-ACP, CSM, TQM Certifications
TABLE OF CONTENTS
Executing 215
Acquire Project Team
Conduct Procurements
Direct and Manage Project Work 227
Perform Quality Assurance
Develop Project Team 233
Manage Stakeholder Engagement 241
Manage Project Team 243
Manage Communications 250
Monitoring & Controlling 263
Control Stakeholder Engagement
Control Scope 266
Control Schedule 268
Control Costs 272
Control Quality 280
Validate Scope 284
Control Procurements
Control Communications 288
Monitor & Control Project Work
Control Risks 295
Perform Integrated Change Control 298
Closing
Close Project or Phase 311
Close Procurements

3. In My Experience…
-Formal education AND real world experience are vital in our current economy—BOTH for the individual, and organizations.
-Organizations need to do more with less. Good PM can help that!
-U.S. education has been lacking for teaching individuals to:
Set goals / objectives and prioritize them
Lead (not just manage) people
Facilitate & listen (not just talk!)
Manage projects (and life’s all about projects)
TABLE OF CONTENTS
Executing 215
Acquire Project Team
Conduct Procurements
Direct and Manage Project Work 227
Perform Quality Assurance
Develop Project Team 233
Manage Stakeholder Engagement 241
Manage Project Team 243
Manage Communications 250
Monitoring & Controlling 263
Control Stakeholder Engagement
Control Scope 266
Control Schedule 268
Control Costs 272
Control Quality 280
Validate Scope 284
Control Procurements
Control Communications 288
Monitor & Control Project Work
Control Risks 295
Perform Integrated Change Control 298
Closing
Close Project or Phase 311
Close Procurements

4. Certifications From PMI®:
In an increasingly projectized world, PMI professional certification ensures that you’re ready to meet the demands of projects and employers across the globe.
Developed by practitioners for practitioners, our certifications are based on rigorous standards and ongoing research to meet the real-world needs of organizations. With a PMI certification behind your name, you can work in virtually any industry, anywhere in the world, and with any project management methodology.
Wherever you are in your career, PMI likely has a certification for you.
PMP®, PgMP®, PfMP®, CAPM®, PMI-PBA®, PMI-ACP®, PMI-RMP®, PMI-SP®
PMI® Application Process

5. Better People, Better Process, Better Product, Better Place!
Boiling It Down
Better People, Better Process, Better Product, Better Place!
Place
TABLE OF CONTENTS
People
(Certifications)
Process
Executing 215
Acquire Project Team
Conduct Procurements
Direct and Manage Project Work 227
Perform Quality Assurance
Develop Project Team 233
Manage Stakeholder Engagement 241
Manage Project Team 243
Manage Communications 250
Monitoring & Controlling 263
Control Stakeholder Engagement
Control Scope 266
Control Schedule 268
Control Costs 272
Control Quality 280
Validate Scope 284
Control Procurements
Control Communications 288
Monitor & Control Project Work
Control Risks 295
Perform Integrated Change Control 298
Closing
Close Project or Phase 311
Close Procurements
Product
(OPM3)

6. Organizational Process Maturity
Why Certifications?
Education
College / OTJ
Experience
Certifications
(Career-Minded)
Organizational Process Maturity
Individual Skills
“Left Behind”
PMI® Application Process
Copyright© 2017, MAKA and Associates, LLC

7. From An Organizational Perspective…
PMI’s OPM3 (similar to CMMI) has 5, levels (steps) to rate an organization’s process maturity level. (5 is the best)
Boeing Corporation discovered that moving from “level 1” to level 3 (i.e. 1 ad-hoc to 3 repeatable), enabled them to accomplish double the work, in half the time, with half of the personnel.
Training people to streamline the process produces a higher quality product more efficiently.
PMI® Application Process
Copyright© 2017, MAKA and Associates, LLC

8. From An Individual Perspective…
A 1999 ComputerWorld article listed “project manager” as the number one position that information technology managers say they will need for contract help. 1/4/1999 (“Job Forecast 99”)
“The project management profession is growing at a very rapid pace.” Fortune Magazine, 3/20/1996
Agile, Scrum, and LEAN are more popular for adaptive development environments. The Business Analyst skillset is also becoming very attractive for companies looking to be “value-driven.”
PMI® Application Process
Copyright© 2017, MAKA and Associates, LLC

9. Top five reasons to earn a PMI certification:
Credibility. Provide an unbiased and reliable means to validate your domain knowledge and professional experience. For over 30 years, PMI has offered certification and is a globally recognized leader in the industry.
Transferability. PMI certification is not tied to any one specific methodology, industry, or region. A PMI certification can move and adapt with your career.
Competitive advantage. Be more marketable. Many certification holders achieve salary increases, career advancement opportunities and employer recognition.
Commitment. Emphasize your commitment to professional growth. By earning and maintaining a PMI certification, you continue to develop your knowledge, skills and abilities.
Relevance. Demonstrate your relevance with certifications that are developed by practitioners, upheld by rigorous standards, based on ongoing research and always reflect current industry practices.
PMI® Application Process
Copyright© 2017, MAKA and Associates, LLC

10. Certifications From PMI®:
PMI® Application Process
PMP® (Project Management Professional)
The PMP is the gold standard of project management certification. Recognized and demanded by organizations worldwide, the PMP credential validates competence to perform in the role of a project manager, leading and directing projects and teams.
NOTE: Attaining the PMP credential before preparing for several of PMI’s other professional certifications is recommended.
Copyright© 2017, MAKA and Associates, LLC

11. Certifications From PMI®:
PMI® Application Process
CAPM® (Certified Associate in Project Management)
The CAPM (Project Expeditor) demonstrates their understanding of the fundamental knowledge, terminology, and processes of effective project management.
Possible career path? Good “stepping stone” to PMP.
Project Expeditor (CAPM), Project Coordinator/Lead/CSM, Project Manager, Sr. Project Manager (PMP)
Copyright© 2017, MAKA and Associates, LLC

12. Certifications From PMI®:
PMI® Application Process
PMI-PBA® (PMI Professional in Business Analysis)
The PMI-PBA credential highlights expertise in business analysis. It spotlights the ability to work effectively with stakeholders to define their business requirements, shape the output of projects, and drive successful business outcomes. Great skillset for a Project Manager as well!
NOTE: Attaining the PMP credential before preparing for several of PMI’s other professional certifications is recommended.
Copyright© 2017, MAKA and Associates, LLC

13. Certifications From PMI®:
PMI® Application Process
PgMP® (Program Management Professional)
Designed for those who manage multiple, complex projects to achieve strategic and organizational results. (i.e. PMO)
NOTE: Attaining the PMP credential before preparing for several of PMI’s other professional certifications is recommended.
Copyright© 2017, MAKA and Associates, LLC

14. Certifications From PMI®:
PMI® Application Process
PfMP® (Portfolio Management Professional)
PMI’s Portfolio Management Professional (PfMP)® credential recognizes the advanced experience and skill of portfolio managers. The PfMP credential demonstrates proven ability in the coordinated management of one or more portfolios to achieve organizational objectives. (i.e. PMO)
NOTE: Attaining the PMP credential before preparing for several of PMI’s other professional certifications is recommended.
Copyright© 2017, MAKA and Associates, LLC

15. Certifications From PMI®:
PMI® Application Process
PMI-RMP® (PMI Risk Management Professional)
The PMI-RMP certification recognizes demonstrated knowledge and expertise in the specialized area of assessing and identifying project risks along with plans to mitigate threats and capitalize on opportunities.
NOTE: PMP certification is highly recommended prior to testing for the PMI-RMP.
Copyright© 2017, MAKA and Associates, LLC

16. Certifications From PMI®:
PMI® Application Process
PMI-SP® (PMI Scheduling Professional)
The PMI-SP certification recognizes demonstrated knowledge and advanced experience in the specialized area of developing and maintaining project schedules.
NOTE: PMP certification is highly recommended prior to testing for the PMI-SP.
Copyright© 2017, MAKA and Associates, LLC

17. Certifications From PMI®:
PMI® Application Process
PMI-ACP® (PMI Agile Certified Practitioner)
Created for those who believe in and apply agile principles and practices on projects. It requires a combination of training, experience, and an exam. It also bridges agile approaches such as SCRUM, XP, LEAN (JIT), JIT, Kanban, and a few more.
NOTE: The PMP exam continues to evolve to incorporate Agile, and Business Analyst questions. Those working in a highly adaptive, change-oriented, software-oriented environment, may to wish consider pursuing the PMI-ACP.
Copyright© 2017, MAKA and Associates, LLC

18. The Big Picture (Roles)
PgMP PfMP
Project Management
Heavy Process Light Process
6 Sigma
CMMi / OPM3
PMP
TQM
ScrumCSM XP
Agile
PMI-ACP
PMI-SP
PMI-RMP
PMI-BA
Kanban
LEAN
JIT
CAPM
CSM

19. Controlling Processes (AC / SC)
PgmP / PfMP BA
PMP F E A S I B L T Y P R O J C N
Monitoring &
Controlling Processes (AC / SC)
Planning
Executing
“Charter”
Roadmap
Epics
Closing /
Termination
Phases / Releases / Iterations / Sprints
End
Users
Project
Deliverables
INITIATING BA
Customer
Satisfaction
Project
Sponsor Owner
Initiating / Inception
Product
Scope
Org.
Process
Assets BA
Process Deliverables
On multi-phased projects, Initiating processes may be carried out at the end of a phase to validate assumptions and decisions made during the development of the Project Charter. Although the project team may help with selecting and Initiating the project (including helping write the Project Charter), approval and funding are considered external to project boundaries.
Project assessment should be based on valid information, lessons learned for previous, similar projects, meetings with the appropriate stakeholders to evaluate whether or not a project is feasible, or should be selected. You must ensure the key deliverables are identified based on business requirements—for the customer, and for your organization. Goals/objectives should be measurable to evaluate project success. E.g. Specific, Measurable, Achievable, Relevant, Timely. Key Performance Indicators (KPIs) evaluate the success of the project. (e.g. Meets business requirements, customer satisfaction, zero defects)
Stakeholder analysis should occur early to align expectations and gain support for the project. Benefit analysis is part of this process—comparing the benefits to the costs…. Is it worth it? Although done at a high (strategic) level, linking business requirements with customer expectations is important.
The appropriate stakeholders should help develop the Project Charter which is approved by the Project Sponsor, and provides formal authority for properly assigning resources to the Project Manager. The Project Charter helps provide overall commitment and acceptance for the project.
During Initiating, having analytical skills, benefit analysis techniques, an understanding of strategic management, and estimating tools, and techniques can help develop a good Project Charter.
Business Need
Business Requirements
Benefit Analysis
Business Value
Business Case
ACP (Product Owner, BA, “Customer”)
CAPM / CSM
Benefit Analysis (Comparative)
Method
And / Or…
Constrained Optimization
(Mathematical) Method
Monthly Weekly
Daily
Acceptance/Success Criteria Met,
Lessons Learned, Sprint Reviews,
Retrospectives
Project (Process) Scope

20. PM Mentors provides high-value,
Our Mission Statement
PM Mentors provides high-value,
project management training/consulting services and materials compliant with Project Management Institute (PMI®) standards, and best practices.
In doing so, we enable individuals and organizations to strive for higher levels of excellence, quality, productivity, and process efficiency.
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