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PMP Prep Class 1
PM StudyCoach™
S02 & S03
PMP Exam Basics & Tips
+ Professional
Responsibility
NOTE:
Be flexible!
Sometimes we will cover
more than one StudyCoach
session in one lesson.
Sometimes we will cover less
than one StudyCoach
session in one lesson.
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Let’s take stock of where we are• This is Class 1
• But there was a Class 0 (recorded)
• Make sure you have that background before you go any further
• Course components:
• PMBOK Ed5th + one PMP Exam Prep book
• Study Coach Workbook (with review Q and A)
• Online sessions (recorded for easy playback)
• Practice Exam Questions
• Individual help and coaching when needed
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In Today’s Class:• We will BEGIN WITH THE END IN MIND
• That means focusing on result = passed exam
• So the focus today is on the exam content and what
PMI is expecting from you, so that you know what to
expect when you walk into the exam room at a
Prometric Test Center!
• I will also spend time on reviewing the course
content
• THEN, in ongoing classes, we will get into the
PMBOK® Guide materials in detail
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PMP® Exam Basics & Tips
• Introduction
• Essential Essentials
• Take Action
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• Session 01: Orientation
• Session 02: Exam Basics and
tips and Professional
Responsibility
• Session 03:
• Start with the PMBOK
Guide®
Introduction
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• Session 02 : A breather
before the deep dive
• PMP® exam basics &
other tips
• Professional responsibility
Introduction
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Before we start, Essential Essentials
• Carry-on vs. luggage
• Limited to key points &
takeaways
• Do not expect to pass the
PMP® exam on Essential
Essentials alone
• You have more work to do!
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Essential Essentials
Code of Ethics
Interpersonal Skills
Tips, Advice & Lessons Learned
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Essential Essentials: Code of Ethics
• Don’t steal, don’t cheat,
don’t lie
• Scenario-based questions
• E.g., Dinner invitation
• Responsibility, Respect,
Fairness and Honesty
• Aspirational vs. mandatory
standards
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Essential Essentials: Code of Ethics
• PMP® Credential
Handbook
• Who does it apply to?
• PMI members,
certification holders,
volunteers, applicants
• PM PrepCast™ L60.00
Code of Ethics
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Essential Essentials: Interpersonal Skills
• Review PMBOK® Guide
Appendix X3
• Work with project team and
stakeholders
• Project managers require
• Technical skills
• Interpersonal skills
• Conceptual skills
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Essential Essentials: Start the Process
• Begin filling out your
PMP® Exam application
TODAY!
• 90 days to finish your
application
• Start the timeline and give
yourself a goal
• Powerful motivator
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Essential Essentials: Exam Preparation
• Lessons learned from a
student on preparation
• Attended a preparatory
course
• Read PMBOK® Guide
twice
• Answered practice tests
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Essential Essentials: Exam Preparation
• My advice
• Use The PM PrepCast™
• Read PMBOK® Guide
twice (or more) and
PMP® exam prep book
• Focus on the Glossary
• Use the simulator
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Essential Essentials: Exam Preparation
• Integration Management (do last)
• Repeated continuously
• Be very familiar with the
concept of each ITTO
• Study Integration last
• Review Integration last
• Project Management Plan
components
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• Sample questions were not on
the real exam
• No amount of preparation will
completely prepare you
• Learn concepts to better
address questions on the real
PMP® Exam
Essential Essentials: Exam Questions
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• Expect exam questions
with “outdated” terms
• Not on latest version of
the PMBOK® Guide
• Triple constraint of scope
time & cost
• Still used worldwide
Essential Essentials: Exam Questions
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Essential Essentials: Exam Questions
• Not from any version of the
PMBOK® Guide
• Be prepared to come
across new material
• Don’t panic! Keep cool!• Remember – 25 questions don’t even count!
• Use your best judgment
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• Know Professional
Responsibility
• Read PMI’s Code of Ethics
and Professional Conduct
• Ethics in ‘disguise’
• Choose the “responsible”,
“respectful”, “fair” or
“honest” answer
Essential Essentials: Exam Questions
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Essential Essentials: PMP® Exam Tips
• Get familiar with the
Windows calculator
• Many PMP ® exam formulas
• You cannot bring your own
• Always use the calculator
• Even for easy formulas
• 1 + 1 = 3 under exam
pressure
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Essential Essentials: Pre-Exam Steps
• Read the PMBOK® Guide
again (the Glossary)
• Take multiple full 200
question simulation exams
• Practice creating the brain
dump before each exam
• Be positive!
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Essential Essentials: Pre-Exam Steps
• Prepare mentally
• Relax: take time off
• Get a good night’s sleep &
breakfast
• Light morning exercise
• Positive attitude
• Use Session 12: Pre-Exam
Day Checklist
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Essential Essentials: PMP® Exam Tips
• Tutorial only takes about 5
minutes
• Use extra time to create a
brain dump
• If you need to, refer to
your brain dump during
the exam
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Essential Essentials: Brain Dump
• PMBOK® Guide, Table 3-1
• Other items
• 49 formulas
• 18 values
• 27 acronyms
• Very personal
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Essential Essentials: Brain Dump
• Secrets of success of a
brain dump: create one!
• Reinforce your memory
• What you know by heart vs.
have trouble remembering
• Reference sheet to relieve
anxiety
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Essential Essentials: PMP® Exam Tips
• Most don’t alter originally
selected answer
• 1st answer is usually right
• Only mark:
• You have NO answer
• You are really unsure
• The goal is to mark as few
as answers as possible
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Review
• Code of Ethics
• Glimpse of what lies ahead
• PMBOK® Guide
• Processes, knowledge
areas, values, formulas
• Use the brain dump
• Feel free to watch this again
at a later date
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Take Action: Study Code of Ethics!
PMI® Code of Ethics and
Professional Conduct in the
PMP® Handbook
Complimentary
PM PrepCast™ lessons &
PM PodCast™ episode
Take the self-assessment
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Take Action: Brain Dump
Understand how to create the brain dump
Read ‘The Secret to Creating your Exam Brain Dump Sheet’
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Take Action: Go Beyond!
Read:
My Life is a PMP® Ethics
Question!
How to Find the Best
Answer
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“A good scare is worth more to a
man than good advice.”
- Edgar Watson Howe
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Baseline Exam
• How did you do?
• Comments?
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Virtual Instructor-Led PMP prep, continued
(If time) a little of S03
Focus: PMBOK® Guide Chapters 1, 2, and 3
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PM StudyCoach™
S03
Chapters 1, 2 & 3
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Chapters 1, 2 & 3 Overview
• Introduction
• Essential Essentials
• PMBOK® Guide
• Chapter 1
• Chapter 2
• Chapter 3
• Take Action
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• Your first days on road to
becoming a certified PMP®
• You are not the first
• It takes dedication, effort,
focus and time
• Tell yourself ‘I can do this!’
Introduction
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But First.. Quick Check
Do you have a PMP® exam prep book?
If you don’t, go and purchase one!
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Plan the Work, Work the Plan!
• I will NOT keep asking
about last session’s Take
Action worksheet
• You are expected to have
completed it
• You have to study and do
the work
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Some PMP® Exam Advice!
• Conduct a lessons learned
to share with future PMP®
exam takers
• Let’s take a look at one
student’s PMP® exam
prep experiences
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Some PMP® Exam Advice!
• Lessons Learned:
• Don’t let failure take you
away from your goal
• PMP® exam is not easy
and takes a solid plan
• Work with your coach to
help ensure your
success
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Essential Essentials: PMBOK® Guide
• Goal to promote the project
management discipline
• 1986: First draft
• Based on the Deming cycle
• 1991: ANSI, IEEE standard
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Essential Essentials: PMBOK® Guide
• More revisions until 5th
• 10 knowledge areas
• 5 process groups
• Also includes:
• 100s of definitions
• 47 processes
• 618 ITTOs
• 40+ pages in glossary
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Examples:
OPA
EEF
Outputs from prior
processes
Examples:
Charter
Updates to ….
The ITTOs – better get used to them…
Process
Inputs Outputs
Examples:
Expert Judgment
Meetings
Analytical TechniquesTools and Techniques
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Essential Essentials: PMBOK® Guide
• Not a project management
methodology
• Framework for organizing
and executing a project
• Applies across industries
• 1984: certification exam
• 75% from PMBOK® Guide
• Study it at least twice!
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Essential Essentials: PMBOK® Guide
• Carry the PMBOK® Guide
• When an opportunity
opens up, use it to study
• Create opportunities
• Study the first 3 chapters
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Essential Essentials: Knowledge Areas
• Integration
• Scope
• Time
• Cost
• Quality
• Human Resources
• Communications
• Risk
• Procurement
• Stakeholder
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Essential Essentials: Process Groups
• Initiating
• Planning
• Executing
• Monitoring & Controlling
• Closing
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The Process Groups Overlap
InitiatingPlanning
Executing
Monitoring &
Controlling
Closing
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Essential Essentials: Chapter 1
• Definition of a project
• Relationship
• Project :: Portfolio ::
Program Management
• Role of the project mgr.
• See Appendix X3
• Competing project
constraints
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Essential Essentials: Chapter 2
• Project life cycle vs.
process groups
• Product life cycle
• Project vs. operations
• Key stakeholders, roles &
responsibilities
• Organizational structures
and the role of the PM
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Essentials Essentials: Chapter 2Process Group
• Initiating
• Planning
• Executing
• Monitoring and
controlling
• Closing
Project Phase
• Design, build, test
OR Phase 1, 2
• A collection of
logically related
project activities...
• Completion of one
or more deliverables
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Project ManagementOrganizational Structures
Adapted by Rich Maltzman, PMP Original slides on SlidesShare by J. Scott ChristiansonPublished 29-June, 2016
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Functional
Organization
Projectized
Organization
Matrix Organization
Weak
Matrix
Balanced
Matrix
Strong
Matrix
Functional Manager Authority
Project Manager Authority
Project ManagementOrganizational Structures
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Functional
Organization
Projectized
Organization
Matrix Organization
Weak
Matrix
Balanced
Matrix
Strong
Matrix
Functional Manager Authority
Project Manager Authority
Project ManagementOrganizational Structures
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Functional Organization
Functional
Manager
C-Level Execs
Staff
Functional
Manager
Functional
Manager
Staff
Staff
Staff
Staff
Staff
Staff
Staff
Staff
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Functional Organization
Functional
Manager
C-Level Execs
Staff
Functional
Manager
Functional
Manager
Staff
Staff
Staff
Staff
Staff
Staff
Staff
Staff
“Project
Manager”
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Functional
Organization
Projectized
Organizatio
n
Matrix Organization
Weak
Matrix
Balanced
Matrix
Strong
Matrix
Functional Manager Authority
Project Manager Authority
Project ManagementOrganizational Structures
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Projectized Organization
Project Manager Project ManagerProject Manager
C-Level Execs
Staff
Staff
Staff
Staff
Staff
Staff
Staff
Staff
Staff
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Projectized Organization
Project Manager Project ManagerProject Manager
C-Level Execs
Staff
Staff
Staff
Staff
Staff
Staff
Staff
Staff
StaffFunctional
Manager
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Functional
Organization
Projectized
Organizatio
n
Matrix Organization
Weak
Matrix
Balanced
Matrix
Strong
Matrix
Functional Manager Authority
Project Manager Authority
Project ManagementOrganizational Structures
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Matrix Organization
Weak
Matrix
Balanced
Matrix
Strong
Matrix
Functional Manager Authority
Project Manager Authority
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Matrix Organization
Weak
Matrix
Balanced
Matrix
Strong
Matrix
Functional Manager Authority
Project Manager Authority
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Weak Matrix
Functional
Manager
C-Level Execs
Staff
Functional
Manager
Functional
Manager
Staff
Staff
Staff
Staff
Staff
Staff
Staff
Staff“Project
Manager”
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Matrix Organization
Weak
Matrix
Balanced
Matrix
Strong
Matrix
Functional Manager Authority
Project Manager Authority
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Functional
Manager
C-Level Execs
Staff
Functional
Manager
Functional
Manager
Staff
Staff
Staff
Staff
Staff
Staff
Staff
StaffProject
Manager
Balanced Matrix
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Matrix Organization
Weak
Matrix
Balanced
Matrix
Strong
Matrix
Functional Manager Authority
Project Manager Authority
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Functional
Manager
C-Level Execs
Staff
Functional
Manager
Functional
Manager
Staff
Staff
Staff
Staff
Staff
Staff
Staff
StaffProject
Manager
Strong Matrix
Project
Manager
Project
Manager
PMO
Director
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Functional
Organization
Projectized
Organizatio
n
Matrix Organization
Weak
Matrix
Balanced
Matrix
Strong
Matrix
Functional Manager Authority
Project Manager Authority
Project ManagementOrganizational Structures
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Dedicated Project Team
Project Manager
Staff
Staff Staff
Staff
Staff Staff
Functional
Manager
C-Level Execs
Staff
Functional
Manager
Functional
Manager
Staff
Staff
Staff
Staff
Staff
Staff
Staff
Staff
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Functional
Organization
Projectized
Organization
Matrix Organization
Weak
Matrix
Balanced
Matrix
Strong
Matrix
Functional Manager Authority
Project Manager Authority
Project ManagementOrganizational Structures
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Essential Essentials: Chapter 3
• Process groups
• Knowledge areas
• Table on page 61
• Learn it by heart
• Put it on your “brain dump”
• 47 processes (basic
overview)
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Essential Essentials: Chapter 3EEF – shows up 27 times as an input
• Policies and
standards
• Systems, tools &
data
• Marketplace position
& competition
• Internal or external
OPA – Shows up 38 times as an input
• Project
Methodologies and
guidelines
• Quality policies
• Work authorization
systems
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Essential Essentials: Chapter 3
• Influence on project
outcome
• Cost at plan vs. build
• More influence early on
• Functional, matrix vs.
projectized
• Pros/cons
• Possible headache?
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Essential Essentials: Chapter 3
• What are the advantages
(or disadvantages) of the
• Projectized organization?
• Matrix organization?
• Functional organization?
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Essential Essentials: A Bit of Humor
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Essential Essentials: The Brain Dump
• Very few concepts need to
be memorized – this is one
• Technique to memorize
contents of process matrix
table on page 61
• One of the most important
tools to ensure your PMP®
exam success
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.Adapted from the PMBOK® Guide– Fifth Edition, Project Management Institute, Inc., 2013.
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How to Approach Chapters 1,2 & 3
• Remember your PMP®
Exam Prep Book
• Why this approach?
• First read Chapter 1,2 & 3
(not just once but twice)
• Do not read Chapter 4 yet
or you’ll spoil the fun!
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The PM PrepCast™
• Competing Project
Constraints
• Baselines
• Projects & Organizations
• Organizational Process
Assets (OPAs)
• Enterprise Environmental
Factors (EEFs)
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• Project life cycle
• Definition of a project
• Sequential vs. fast-tracked
• Greatest uncertainty at the
start of the project
• Progressive elaboration
• Greatest influence at start
Review
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Review
• Know your stakeholders
• Document their needs
• Organizational structure &
power/influence of the PM
• 47 project mgmt. processes
• PMBOK® Guide does not tell
you HOW work is actually
performed
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• Print Take Action
worksheets
• Read chapters from your
PMBOK® Guide and
PMP® exam prep book
• All other items on Take
Action Worksheet
Take Action:
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Take Action: Exam Focus
• PM PrepCast™ video -
PMP® Exam Overview
• YouTube videos - How to
Prepare for The PMP®
Exam
• Slideshare presentation -
PMP® Exam Overview
Page 86
Take Action: Go Beyond!
• Sign up for newsletters
• PM PrepCast™
• pmStudent Community’s
PMP Exam Study Advice
• Read more lessons learned
on the PM PrepCast™
Page 87
Project Metamorphosis
• Projects have life cycles
and change over time
• Start slowly
• Build up in size & scope
• End with deliverables
• Closed & team moves on