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Course Outline with Exam Content Outline References
LESSON 1: BUSINESS ENVIRONMENT
1A Foundation
- Foundational project management concepts
- Project management principles
- The Agile mindset
- Tailoring – hybrid approaches, processes and practices in project management
1B Strategic Alignment
- Define strategic alignment and business acumen
- Follow guidelines for effective business decision-making
- Explore organizational influences on projects
- Explain how projects align with broader organizational strategy and global trends
1C Project Benefits and Value
3.2. Evaluate and deliver project benefits and value
- Investigate that benefits are identified (3.2.1)
- Evaluate delivery options to deliver value (3.2.4)
2.1 Execute project with the urgency required to deliver business value
- Assess opportunities to deliver value incrementally (2.1.1)
1D Organizational Culture and Change Management
3.4 Support organizational change
- Assess organizational culture (3.4.1)
- Evaluate impact of organization change to project, and determine required actions (3.4.2)
- Evaluate impact of the project to the organization and determine required actions (3.4.3)
1E Project Governance
2.14 Establish project governance structure
- Determine appropriate governance for a project (e.g., replicate organization governance) (2.14.1)
- Define escalation paths and thresholds (2.14.2)
1F Project Compliance
3.1 Plan and manage project compliance
- Confirm project compliance requirements (e.g., security, health and safety, regulatory compliance (3.1.1)
- Classify compliance categories (3.1.2)
- Analyze the consequences of non-compliance (3.1.5)
LESSON 2: START THE PROJECT
2A Identify and Engage Stakeholders
1.9 Collaborate with stakeholders
- Evaluate engagement needs for stakeholders (1.9.1)
2.4 Engage stakeholders
- Analyze stakeholders (power interest grid, influence, impact) (2.4.1)
- Categorize stakeholders (2.4.2)
- Develop, execute, and validate a strategy for stakeholder engagement (2.4.4)
2.2 Manage communications
- Analyze communication needs of all stakeholders (2.2.1)
- Determine communication methods, channels, frequency, and level of
detail for all stakeholders (2.2.2)
2B Team Formation
1.4 Empower team members and stakeholders
- Organize around team strengths (1.4.1)
2.16 Ensure knowledge transfer for project continuity
- Discuss project responsibilities within team (2.16.1)
- Outline expectations for working environment (2.16.2)
1.11 Engage and support virtual teams
- Examine virtual team member needs (e.g., environment, geography, culture, global, etc.) (1.11.1)
- Investigate alternatives (e.g., communication tools, colocation) for virtual team member engagement (1.11.2)
2C Build Shared Understanding
I.2 Lead a team
- Set a clear vision and mission (1.2.1)
1.8 Negotiate project agreements
- Analyze the bounds of the negotiation for agreement (1.8.1)
- Assess priorities and determine ultimate objective(s) (1.8.2)
- Determine a negotiation strategy (1.8.5)
- Participate in agreement negotiations (1.8.4)
1.10 Build shared understanding
- Survey all necessary parties to reach consensus (1.10.2)
- Support outcome of parties’ agreement (1.10.3)
1.12 Define team ground rules
- Communicate organizational principles with team and external stakeholders (1.12.1)
- Establish an environment that fosters adherence to ground rules (1.12.2)
2D Decide Project Approach/Methodology
2.13 Determine appropriate project methodology/methods and practices
- Assess project needs, complexity, and magnitude (2.13.1)
- Recommend project execution strategy (e.g., contracting, financing) (2.13.2)
- Recommend a project methodology/approach (i.e., predictive, agile, hybrid) (2.13.3)
LESSON 3: PLAN THE PROJECT
3A Planning Projects
- Differentiation of Planning for Predictive vs Adaptive Approaches
3B Scope
2.1 Execute project with the urgency required to deliver business value
- Support the team to subdivide Project tasks as necessary to find the minimum viable product (2.1.3)
2.8 Plan and manage scope
- Predictive vs Adaptive approach for scope
- Determine and prioritize requirements (2.8.1)
- Break down scope (e.g., WBS, backlog) (2.8.2)
2.17 Plan and manage project/phase closure or transitions
- Determine criteria to successfully close the project or phase (2.17.1)
3C Schedule
2.6 Plan and manage schedule
- Predictive vs Adaptive approach for schedule
- Estimate project tasks (milestones, dependencies, story points) (2.6.1)
- Utilize benchmarks and historical data (2.6.2)
- Prepare schedule based on methodology (2.6.3)
3D Resources
1.6 Build a team
- Deduce project resource requirements (1.6.2)
2.11 Plan and manage procurement (resources)
- Define resource requirements and needs (2.11.1)
- Communicate resource requirements (2.11.2)
- Manage suppliers/contracts (2.11.3)
- Plan and manage procurement strategy (2.11.4)
- Develop a delivery solution (2.11.5)
3E Budget
2.5 Plan and manage budget and resources
- Estimate budgetary needs based on the scope of the project and lessons learned from past projects (2.5.1)
- Anticipate future budget challenges (2.5.2) Plan and manage resources (2.5.4)
3F Risks
2.3 Assess and manage risks
- Determine risk management options (2.3.1)
- Iteratively assess and prioritize risks (2.3.2)
3.1 Plan and manage project compliance
- Determine necessary approach and action to address compliance needs (risk, legal) 3.1.6)
- Determine potential threats to compliance (3.1.3)
3G Quality
2.7 Plan and manage quality of products/deliverables
- Determine quality standard required for project deliverables (2.7.1)
3.1 Plan and manage project compliance
- Use methods to support compliance (3.1.4)
- Measure the extent to which the project is in compliance (3.1.7)
3H Integrate Plans
2.9 Integrate project planning activities
- Consolidate the project/phase plans (2.9.1)
- Assess consolidated project plans for dependencies, gaps, and continued business value (2.9.2)
- Analyze the data collected (2.9.3)
- Collect and analyze data to make informed project decisions (2.9.4)
- Determine critical information requirements (2.9.5)
2.10 Manage project changes
- Determine strategy to handle change (2.10.2)
LESSON 4: LEAD THE PROJECT TEAM
4A Craft Your Leadership Style
I.2 Lead a team
- Value servant leadership (e.g., relate the tenets of servant leadership to the team) (1.2.3)
- Determine an appropriate leadership style (e.g., directive, collaborative) (1.2.4)
- Distinguish various options to lead various team members and stakeholders (1.2.7)
1.11 Engage and support virtual teams
- Implement options for virtual team member engagement (1.11.3)
4B Create a Collaborative Project Team Environment
2.12 Manage project artifacts
- Determine the requirements (what, when, where, who) for managing the project artifacts (2.12.1)
- Validate that the project information is kept up to date (i.e., version control) and accessible to all stakeholders (2.12.2)
4C Empower the Team
I.2 Lead a team
- Support diversity and inclusion (e.g., behavior types, thought process) (1.2.2)
- Inspire, motivate, and influence team members/stakeholders (e.g., team contract, social contract, reward system) (1.2.5)
I.4 Empower team members and stakeholders
- Determine and bestow level(s) of decision-making authority (1.4.4)
4D Support Team Member Performance
1.3 Support team performance
- Appraise team member performance against key performance indicators (KPIs) (1.3.1)
- Support and recognize team member growth and development (1.3.2)
- Determine appropriate feedback approach (1.3.3)
- Verify performance improvements (1.3.4)
1.14 Promote team performance through the application of emotional intelligence
- Assess behavior through the use of personality indicators (1.14.1)
- Analyze personality indicators and adjust to the emotional needs of key project stakeholders (1.14.2)
4E Communicate and Collaborate with Stakeholders
2.2 Manage communications
- Communicate project information and updates effectively (2.2.3)
- Confirm communication is understood and feedback is received (2.2.4)
I.2 Lead a team
- Analyze team members and stakeholders influence (1.2.6)
2.4 Engage stakeholders
- Engage stakeholders by category (2.4.3)
1.9 Collaborate with stakeholders
- Optimize alignment between stakeholder needs, expectations, and project objectives (1.9.2)
- Build trust and influence to accomplish project objectives (1.9.3)
3.2 Evaluate and deliver project benefits and value
- Apprise stakeholders of value gained by the project (3.2.5)
4F Train Team Members and Stakeholders
1.6 Build a team
- Appraise stakeholder skills (1.6.1)
1.5 Ensure team members/stakeholders are adequately trained
- Determine required competencies and elements of training (1.5.1)
- Determine training options on training needs (1.5.2)
- Allocate resources for training (1.5.3)
- Measure training outcomes (1.5.4)
1.13 Mentor relevant stakeholders
- Allocate the time for coaching mentoring (stakeholders) (1.13.1)
- Recognize and act on coaching mentoring opportunities (1.13.2)
4G Manage Conflict
1.1 Manage conflict
- Interpret the source and stage of the conflict (1.1.1)
- Analyze the context for the conflict (1.1.2)
- Evaluate/recommend/reconcile the appropriate conflict resolution solution (1.1.3)
1.12 Define team ground rules
- Discuss and rectify ground rule violations (1.12.3)
1.10 Build shared understanding
- Investigate potential misunderstandings (1.10.4)
- Break down situations to identify the root cause of a misunderstanding (1.10.1)
LESSON 5: SUPPORT PROJECT TEAM PERFORMANCE
5A Implement Ongoing Improvements
Continuous Improvement
- Plan Continuous Improvement Methods, Procedures, and Tools
- Assess CI framework
- Plan CI methods, procedures, tools
- Recommend/Execute CI steps
5B Support Performance
2.2 Manage communications
- Communicate project information and updates effectively (2.2.3)
- Confirm communication is understood and feedback is received (2.2.4)
1.4 Empower team members and stakeholders
- Support team task accountability (1.4.2)
- Evaluate demonstration of task accountability (1.4.3)
1.6 Build a team
- Continuously assess and refresh team skills to meet project needs (1.6.3)
- Maintain team and knowledge transfer (1.6.4)
1.11 Engage and support virtual teams
- Continually evaluate effectiveness of virtual team member engagement (1.11.4)
2.11 Manage project artifacts
- Continually assess the effectiveness of the management of the project artifacts (2.12.3)
2.13 Determine appropriate project methodology/methods and practices
- Use iterative, incremental practices throughout the project life cycle (e.g., lessons learned, key stakeholder engagement, risk) (2.13.4)
5C Evaluate Project Progress
2.8 Plan and manage scope
- Monitor and validate scope (2.8.3)
2.6 Plan and manage schedule
- Measure ongoing progress based on methodology (2.6.4)
- Modify schedule, as needed, based on methodology (2.6.5)
- Coordinate with other projects and other operations (2.6.6)
2.5 Plan and manage budget and resources
- Monitor budget variations and work with governance process to adjust as necessary (2.5.3)
2.1 Execute project with the urgency required to deliver business value
- Examine the business value throughout the project (2.1.2)
2.7 Plan and manage quality of products/deliverables
- Recommend options for improvement based on quality gaps (2.7.2)
- Continually survey project deliverable quality (2.7.3)
5D Manage Issues and Impediments
2.15 Manage project issues
- Recognize when a risk becomes an issue (2.15.1)
- Attack the issue with the optimal actions to achieve project success (2.15.2)
- Collaborate with relevant stakeholders on the approach to resolve the issues (2.15.3)
I.7 Address and remove impediments, obstacles, and blockers for the team
- Determine critical impediments, obstacles, and blockers for the team (1.7.1)
- Prioritize critical impediments, obstacles, and blockers for the team (1.7.2)
- Use network to implement solutions to remove impediments, obstacles, and blockers for the team (1.7.3)
- Re-assess continually to ensure impediments, obstacles and blockers for the team are being addressed (1.7.4)
5E Manage Changes
3.3 Evaluate and address external business environment changes for impact on scope
- Survey changes to external business environment (e.g., regulations, technology, geopolitical, market) (3.3.1)
- Assess and prioritize impact on project scope/backlog based on changes in external business environment (3.3.2)
- Recommend options for scope/backlog options (e.g., schedule, cost changes) (3.3.3)
- Continually review external business environment for impacts on project scope/backlog (3.3.4)
2.10 Manage project changes
- Anticipate and embrace the need for change (e.g., follow change management practices (2.10.1)
- Execute change management strategy according to the methodology (2.10.3)
- Determine a change response to move the project forward (2.10.4)
LESSON 6: CLOSE THE PROJECT/PHASE
6A Project/Phase Closure
1.8 Negotiate project agreements
- Verify objective(s) of the project agreement is met (1.8.3)
2.17 Plan and manage project/phase closure or transitions
- Validate readiness for transition (e.g., operations team or next phase) (2.17.2)
- Conclude activities to close out project or phase (e.g., final lessons learned, retrospectives, procurement, financial, resources) (2.17.3)
6B Benefits Realization
3.2 Evaluate and deliver project benefits and value
- Document agreement on ownership for ongoing benefit realization (3.2.2)
- Verify measurement system is in place to track benefits (3.2.3)
6C Knowledge Transfer
2.16 Ensure knowledge transfer for project continuity
- Confirm approach for knowledge transfers (2.16.3)
Certificate of Completion
The course information on PMI® CCRS: https://ccrs.pmi.org/search/course/520405