Getting Ready For PMI Certification With PM Mentors

Getting Ready For PMI Certification With PM Mentors
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.

Agenda Intro (My Journey) Why Certifications? PMI Application Process
Preparing for PM Mentors Training 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

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 / Tester Chen Systems (MCSB Technology) Sales Engineer / Marketing / Tester / Customer Service Encore Projects Project Management, Marketing, Sales State of Texas (DHS) Manager of Project Managers / Sr. PMO Officer PMP Certification & TQM Certification PM Mentors Entrepreneur / President / University & Private Instructor / Consultant / PMI-BA Certification Ministry (Licensed/Ordained Pastor) 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

In My Experience… -Education AND real world experience are vital in our current economy—BOTH for the individual, and the organization. -As data is processed into information, knowledge must be processed to produce wisdom, and then applied. -Organizations need to do more with less. Good Project Management 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/write!) Manage projects (and life’s all about projects; especially, risk & change management) 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

Agenda Intro Why Certifications? PMI Application Process

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, PMI 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

(Better People, Better Process, Better Product!)
Boiling It Down (Better People, Better Process, Better Product!) Place People (Certifications) Process (Dell) Product 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 (OPM3) NOTE: Many of the PMI certifications require knowledge/skills for not just “Process,” but also “People.” In this way, the certified professional should be skilled in providing a “quality environment” that produces a “quality product.”

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) - NOTE: Currently, the Business Analyst skillset is becoming very attractive for companies looking to be “value-driven.” PMI® Application Process

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. - Process should be facilitated, not dictated! PMI® Application Process

PMI® Application Process
Why Certifications? Education College / OTJ Experience Certifications (Career-Minded) Organizational Process Maturity Individual Skills “Left Behind” PMI® Application Process

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 several of PMI’s other professional certifications is recommended.

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, Project Manager, Sr. Project Manager (PMP)

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! PMP first is recommended.

PMI® Application Process PgMP® (Program Management Professional) Designed for those who manage multiple, complex projects (i.e. Programs/Portfolios) to achieve strategic and organizational results. (i.e. PMO) PMP first is recommended.

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) PMP first is recommended.

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, and Kanban. NOTE: The PMP exam continues to evolve to incorporate Agile, and Business Analyst questions. Those working in a highly change-oriented environment, may wish to pursue the PMI-ACP.

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. PMP first is recommended.

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. PMP first is recommended.

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

Agenda Intro Why certifications? PMI Application Process

PMI® Application Process
Getting Started Plan for your success: Suspend disbelief -Follow the PMM “recipe” (i.e. PMI standards) Complete *all* PMI® exam certification requirements Don’t procrastinate -Commit to your goal & dedicate consistent study time -Schedule your exam before you’re “done studying” PMI® Application Process PMI Certification Exam Bear Passing a PMI® certification exam requires considerable effort, so it’s important to decide up front if you have the time and commitment to see this through to the finish—even if you don’t pass on the first try. (If it was easy, anyone could do it .) If you don’t have an adequate (i.e. PMI-compliant) background on how to execute projects “the PMI® way” much of the following material might seem strange to you. Please understand you must take the exam from PMI’s perspective—not yours. We recommend you treat getting PMI® certified as a project. Set aside regular time each day to keep up with your studies. Ensure you have met all of PMI’s requirements for certification testing (see: Determine the date when you will pass your exam and immerse yourself in the materials until you achieve your goal. Although the exam is a “bear,” it’s well worth the effort for your career! Students should study/complete each chapter in this workbook before moving on to the next. Definitions that could appear on the exam are clearly marked (i.e. D) on the slides. Additional information, questions, and exercises are at the bottom of each page and at the end of each section to help you master the material. In addition, Appendix A includes a glossary of exam-related terminology, flashcards, flowcharts, templates, and formulas sheets. PMM also provides audio lectures/quizzes, games, templates, an exam simulator, etc. on Our students have referred to our PMM kit as “gold,” and have been extremely successful in passing the PMI® certification exam on their first attempt (when they follow our recipe for success)! In preparing for the PMP® or CAPM® exam, focus on spending the majority of your time/effort in areas where you are the weakest. (Use the sample questions/exercises as a measuring tool to determine where you need to focus your studies. You may want to take some sample tests before you begin your studies and use the results as a benchmark for what you need to spend more time studying—just don’t get too discouraged if you don’t do well on your first run-through ). Study Tip! Important tips/concepts/words are often underlined on the slides, and will help with your “final” review.

What Are PMI’s Application Requirements? (www.pmi.org)
PMP® CAPM® Minimum Educational Requirements: 4-Year Degree –OR- High School Diploma (minimum) High School Diploma –or- 2-Year Degree, -or- 23 hours of PM training* Minimum Project Management-Related Experience Requirements (within past 8 years): 4-Year Degree: Minimum 3 years/36 months unique non-overlapping professional project management-related experience during which at least 4,500 hours were spent “leading/directing” (i.e. being responsible for) project activities - OR- No 4-Year Degree: Minimum five years/60 months unique non-overlapping professional project management experience during which at least 7,500 hours were spent “directing” project activities Minimum Project Management-Related Experience Requirements: N/A if candidate has 23 hours of project management-related training 1500 hours & High School Diploma/2-Year Degree Minimum Project Management-Related Training Requirements: 35 hours “classroom” training (Webinars don’t qualify) (Must relate to PMI Knowledge Areas: Integration, Scope, Time, Cost, Quality, Human Resources, Stakeholders, Communications, Risk, or Procurement) 23 hours classroom training (or 2-Year Degree) Financial Investment: $405 for PMI members (Free soft copy of “The Guide to the PMBOK) $555 for non-PMI members $225 for PMI members $300 for non-PMI members PMI® Application Process Completing PMI’s Experience Verification (EV) forms can be a little time consuming, because you must provide specific information about “when you did what” on your projects. (This includes providing some experience within all 5 Process Groups.) Don’t get too worried about having all your records/details “perfect “when you fill out your EV forms. Just try to be as accurate as you can. If applicable, you may decide to combine several, smaller projects that have produced “similar” deliverables. Make sure you have enough hours, and your hours make sense (i.e. are possible over the time period you are reporting). You may have to guess as to how many hours to allocate for each of the Process Groups. (For example, you might decide to allocate about 5% of your time in Initiating and Closing, 15% in Planning and Monitoring-Controlling, and 60% in Executing.) Start early because this activity can take away some of your precious study time. TIP! You may find the Microsoft Excel spreadsheet provided by PM Mentors helpful for preparing to input your experience verification information to PMI®. NOTE: We do not recommend faxing hard copies of your Experience Verification/registration forms to PMI® Upon approval of your application, PMI® typically s your confirmation eligibility letter (with your test authorization number) within 5 days. You will need the PMI test authorization number to schedule your exam with Prometric Testing Center ( Candidates are usually asked to wait 2 days to apply to take their certification exam with Prometric. If you cannot schedule your exam date on the day you desire, we recommend you search for another nearby Prometric Test Center within a reasonable driving distance instead of waiting several days or weeks to take the exam. The PMI eligibility letter also includes your 1-year expiration date—the last date you are eligible to take your certification exam. Recertifying: Once you pass the PMP® exam, it’s not the end, it’s just the beginning. Although CAPM’s don’t renew, PMPs must renew their certification every three years with PMI®. PMPs can complete the “paperwork” for recertification easily using PMI’s online interface. CAPM® certification expires after 5 years, at which time CAPMs must retest to recertify as a CAPM®, or move on to take the PMP® exam. Your recertification information is provided to PMI® using an online interface. PMP® recertification requires 20 Professional Development Units (PDUs) per year; 60 PDUs within a three-year period. You can receive PDUs by taking project management courses, attending project management seminars/workshops at PMI® chapter meetings, doing project management-related training yourself, serving on PMI® chapter boards/committees, taking project management webinars, writing white papers, etc. Oh, and PMPs also have to shell out some money every three years. ($60 for PMI® members at the time of this printing.) There are no minimum requirements for the number of PDUs earned in any specific category. PMPs may earn PDUs through any combination of the various categories with the following restrictions: Self-directed learning activities (Category 2 - SDL) are limited to a maximum of 15 PDUs per CCR cycle; Category 5 activities are limited to 20 PDUs per CCR cycle. It’s typically good to take some project management classes or webinars, and also teach others to earn PDUs. You may also consider asking your local PMI® Chapter for ways to earn PDUs. Please see PMI’s PMP® or CAPM® Credential Handbooks at for the latest information.

Applying For The Exam… Register (i.e. “myPMI” tab)
(Go To Register (i.e. “myPMI” tab) Become a PMI member (and perhaps, join your local chapter) NOTE: If you do not become a PMI member, you will pay more money to take your certification exam. Essentially, the amount of the PMI membership. As a PMI member, you will have access to a soft copy of “The Guide to the PMBOK.” Download the appropriate PMI Certification Handbook (i.e. PMP) from the “Certifications” tab 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

(Data Entry, 90 Days To Complete, Must Have Proof)
Applying For The Exam… (Data Entry, 90 Days To Complete, Must Have Proof) Input & submit your experience information A. Enter your 4-year college degree info, if applicable B. Enter your project-related experience within the last 8 years Tips: Projects are temporary endeavors that produce unique products, service, or results. Combine similar projects. Credible volunteer/educational projects (e.g. Habitat for Humanity/Masters Thesis) may also be used. Entitle your projects using words such as; “Project, Create, Establish, Modify, Update.” “Guess” (to the best of your ability) how many hours you spent on your projects, AND how much time you spent during each of the 5 Process Groups. Compile about 1500 hours of project-related experience per year (4500 hours with 4-year college degree, 7,500 hours for those that do not have a 4-year college degree) Note: PMI ONLY credits 100% of project-related hours when you input them as if you worked on one project exclusively! (i.e. If you input two or more projects at the same time, PMI only qualifies 80% of hours.) 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 Project 1 Combine Like Projects Sample for allocating 1,000 hours of project time across the 5 Process Groups Project 2 Project A Initiating 50 hours Planning 100 hours Executing 600 hours Monitor-Control 200 hours Closing 50 hours Project 3

(Data Entry, 90 Days To Complete, Must Have Proof)
Applying For The Exam… (Data Entry, 90 Days To Complete, Must Have Proof) Input & submit your PM training information C. Enter 35 hours for the PMP, or 23 hours for the CAPM. (relating to any of the 10 Knowledge Areas). Must have proof. Tips: Live project-related classes you have taken must relate to one or more of the following: Integration, Scope, Schedule, Cost, Quality, Human Resources, Communication, Risk, Procurement, and/or Stakeholders. For example, ScheduleMS Project, QualitySix Sigma, CommunicationFacilitation Skills, Technical Writing Project Management, HR/StakeholdersMyers Briggs Risk Management, Business Analyst, Agile, LEAN, etc 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

(Receiving Authorization)
Applying For The Exam… (Receiving Authorization) After submitting your application information to PMI, you should receive an to pay for your exam within 7 days. NOTE: If you don’t yet have the 35-hour training requirement, you will have to wait until the last day of training to submit your application. You CANNOT “post date” your training hours! After paying for your exam online, you will either receive authorization to take the exam (print out the to take to Prometric when you take your exam), or you might be audited (10% chance). Note: If you are “randomly selected” for audit, don’t worry! Simply prove you have the educational degree, project-related experience, and 35 hours of project-related training PMI requires, and “SNAIL MAIL” the information into PMI AS SOON AS POSSIBLE. 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

Applying For The Exam… (Schedule Your Exam)
If you have met all PMI certification qualifications, use the authorization number in your PMI confirmation to schedule your exam at NOTE: To increase exam success likelihood, PM Mentors recommends taking the exam NO LATER than two weeks after the last day of class days of intense, focused studying (and perhaps mentoring with PM Mentors) before your test date, is highly recommended. Try to schedule your exam for the time of the day/week you feel you are at your best. Caution: Prometric testing centers often fill up towards the end of the year, so you might have to travel to another testing center to take the exam in a timely fashion. Paper based testing dates outside the U.S. are scheduled by PMI periodically throughout the year. 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

Agenda Intro Why Certifications? PMI Application Process
Preparing for PM Mentors Training TABLE OF CONTENTS PMI ® Requirements Exam Tips Popular Themes Framework Initiating Develop Project Charter 72 Identify Stakeholders 76 Planning Develop Project Management Plan 89 Plan Scope Management 93 Plan Stakeholder Management 95 Collect Requirements 97 Define Scope 99 Create WBS 101 Plan Schedule Management Define Activities Sequence Activities 113 Estimate Activity Resources Estimate Activity Durations 123 Develop Schedule 138 Plan Cost Management Estimate Costs 146 Determine Budget 148 Plan Quality Management 150 Plan Human Resource Management Plan Communications Management Plan Risk Management Identify Risks Perform Qualitative Risk Analysis__177 Perform Quantitative Risk Analysis 182 Plan Risk Responses Plan Procurement Management 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

Before PM Mentors Training…
Review all pre-course, prep materials. Tips: At a minimum, review the first three chapters of “The Guide to the PMBOK,” and the electronic flashcards/glossary for terminology that you will receive from PM Mentors. Clear your calendar for 4 days of intense training from PM Mentors. Ensure you get proper sleep before each night of training. You will be introduced to a significant amount of information in a very short period of time. Suspend disbelief, and the “way you have managed projects,” and prepare to receive the information without “debate.”  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

What’s Different About Our Course?
PMM learning format: Exam tips help, but learning Project Management “best practices” is best Student’s perspective is maintained Popular Themes/Keywords emphasized Presented in Process sequence Not Knowledge Area sequence Graphics are used to aid understanding Study notes and sample questions at the bottom of each page must be completed to do well on supplemental resources and exam Many supplemental exam prep resources: Games, e-flashcards, sample tests, audio lectures, ITTO process charts, and an exam simulator Sample project management templates also help a lot! EXAM TIPS Since 2000, this course has been continually developed and refined based on feedback and training experiences with thousands of our exam prep students. Project Management Mentors strives to “transfer understanding”—not just provide information and “tricks” to pass the exam. Workshop training and this workbook have been designed to focus on the most important concepts you’ll need to know to pass the PMP® or CAPM® exam, and could potentially decrease your study time by hundreds of hours. To get ready for the certification exam, we recommend students concentrate predominately on the materials supplied by PM Mentors. This workbook has been developed to be used with our classroom training, however, it can also be used by those who decide to go the “self-study” route. Sequence, Most PMP® / CAPM® exam prep courses are presented in Knowledge Area sequence--similar to the way PMI’s The Guide to the PMBOK® is structured. While it’s definitely important to understand all of the Knowledge Areas and their processes, we have structured this book in the order of the 47 Processes to provide students with a more “sequential perspective.” We have found that studying the material sequentially aligns best with how the PMP®/CAPM® exams are administered. (i.e. Knowing what to do first, second, third, etc.). Graphics. “A picture paints a thousand words,” and graphics are easier to remember than just plain text. We have incorporated lots of graphics and pictures to help students remember and understand the topics they must know to pass the exam. Students attending our training, have the added advantage of seeing/hearing a presentation that has been carefully choreographed to provide a clear understanding of the course material. Page format. Have you ever attended a training course that provides you with copies of materials/slides, but no explanations for what the information on the slides is referring to? If you’re not diligent at taking notes in class, it can be extremely frustrating when you subsequently return to review the information (i.e. trying to recall what the slide is supposed to convey). For this reason, study notes, sample questions, and exercises appear below the slides so you can verify that you understand the material on each slide thoroughly—before moving on. Answers to the sample questions and exercises on the bottom of each page should be evident if you thoroughly review and understand the material on each slide, or within the particular section.

Get PMI Certified. It’s Worth The Effort!
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.

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. (512)

PM Mentors (MAKA and Associates, LLC) (http://www. pmmentors
PM Mentors (MAKA and Associates, LLC) ( ABOUT THE AUTHOR/INSTRUCTOR Michael P. Airaudi, MSM, PMP My project management journey began in the 1980s working for Cray Research, Inc. in Eagan, MN. Shortly thereafter, I began applying project management principles to other career endeavors. After relocating to Texas in 1997, I became the V.P. of Marketing for a small |project management consulting company in Austin, and then went on to help establish a Project Management Office as the Sr. Project Officer at the Texas Department of Human Services. Early in 2004, I launched PM Mentors as a corporation, and have continued to teach project management classes for colleges, universities, government/military, and major corporations ever since. SUMMARY OF EXPERIENCE/EDUCATION: years of industry experience (Project Management, Management, IT, Government, Marketing, Sales, Consulting, and Training) - Master’s Degree in Management (MSM), B.S. Degree Public Administration/Political Science, Associates Degree in Business/Data Processing - Certified Project Management Professional (PMP) - President/Sr. Instructor, Project Management Mentors (MAKA and Associates, LLC) - Adjunct College Instructor (17+ years). Project Management, Management, Marketing, Sales, Management Information Systems, Customer Service, Total Quality Management (Texas A & M University, University of Texas, Austin, University of Texas, San Antonio, St Edwards University, Stritch University, Texas Technical University, Texas State Technical College), San Angelo State College, Austin Community College) - Project Manager (Operating Systems/QA-Software development) (Cray Research, Inc.) - Development Manager/Instructor for Project Managers/Project Support Specialists (TDHS) - Instructor/curriculum developer of project management, leadership, and quality workshops - Certified Quality Instructor - Sr. Project Officer, TDHS Project Office (Helped establish a PMO, consulting, and training) - Vice President of Marketing (Project Management Consulting/Training, CBT companies) - Elected President, Past Director for Professional Development Committee (Austin PMI Chapter)

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