Trust & Influence

About the PMI® Practice Standards and other ways to earn PDU’s Christopher Talmont, PMP, PMI-SP April 20, 2011

About Me 6 years of experience as an instructor and consultant of project scheduling software and best practices 3 years of experience developing / instructing PMP preparation classes and other PM curriculum Strong interest in project management methodologies & technology solutions. Christopher Talmont, PMP, PMI-SP Program Management Director, Off Peak Training

New PDU Categories On March 1, 2011, the PMI® simplified the PDU categories from 18 to just 6 Each PDU now has a direct equivalency to one hour of Education or Giving Back to the PM community Some categories have some restrictions on how many PDU’s may be claimed from that category

Education Categories Category A = Education through Registered Educational Providers Category B = Education offered by university or other training providers (must be project management related)

Education Categories Category C = Self Study – PMIWDC Presentation Library – Library of PMI Global Standards – Limit of 30 PDUs per cycle

Giving Back Categories Combined Limit of 45 per cycle Category D = Authoring / Presenting publication, presentations, or training that enhance the PM Body of Knowledge Category E = Volunteering in PMI or volunteering as a PM (not for employer) Category F = Practitioning as a PM (Limit of 15 per cycle)

Education – Self Study PMIWDC Presentation Library – Go to – Log In (must have a username and password) – View ‘Members Only’ videos from past chapter events – A code should appear during the video – the code and presentation title to to get your PDU form

Education – Self Study PMBOK® Guide – Fourth Edition – Free Download with Print Capabilities Library of PMI Global Standards – Free Download without Print Capabilities – Hardcopy available for purchase through PMI Marketplace

Library of PMI Global Standards Go to PMI.org Log In Click ‘View Details’

The Practice Standard for Scheduling Expands on the PMBOK® Guide by describing best practices, tools and techniques Project Management Institute, The Practice Standard for Risk Management, Project Management Institute, Inc., (2009). Copyright and all rights reserved. Material from this publication has been reproduced with the permission of PMI.

The Schedule Model Project Management Institute – Scheduling Professional (PMI-SP®) What is a project schedule? Is it the first approved printout? Is it today’s hardcopy? Is it the.msp file or other file type from our scheduling tool? To better define the term ‘schedule’ the PMI Practice Standard for Scheduling introduces the Schedule Model

The Schedule Model Scheduling Method Defines the rules for that will be used for project scheduling: -Link Types -Constraint Types -Work Calendar requirements -Effort / Duration based scheduling -Etc. Examples include: -Critical Path Method -Critical Chain -Horse Blanket -Butcher Paper

The Schedule Model Scheduling Method Scheduling Tool A scheduling tool must be selected that follow the rules of the chosen scheduling method. Tools can be primitive such as a whiteboard or be sophisticated software such as MS Project, Primavera, or FastTrack Schedule

The Schedule Model Scheduling Method Project Information Each Project has project specific information: -Activity Names -Planned Activity Durations -Logical Dependencies -Resource Availability -Assumptions & Constraints -Project Start Date -Project Actuals

The Schedule Model Scheduling Method Scheduling Tool Scheduling Model Project Information The Schedule Model is a dynamic system that will change as the project conditions evolve. As project actuals are entered, the model can recalculate activity start and finish dates to help the project team conduct analysis and forecasting.

The Schedule Model Scheduling Method Scheduling Tool Scheduling Model Project Information Generates Output Project Schedule Each Project Schedule instance is unique and should be given a version number or date / time stamp

The Schedule Model Project Management Institute, The Practice Standard for Scheduling, Project Management Institute, Inc., (2007). Copyright and all rights reserved. Material from this publication has been reproduced with the permission of PMI.

Schedule Mission Development of the Project Management Plan Configuration Management Planning Establish Scheduling Methodology / Policy Train project team on project schedule model PM Software proficiency

Schedule Creation Scope definition Work with SME to convert scope to activity list Activity sequencing Estimate durations Resource assignments Resource leveling Baseline the schedule

Schedule Maintenance Establish reporting frequency Collect WPI (Work Performance Information) Update schedule with approved changes Maintain project history of schedule change Update resource pool information Update risk register Update schedule with project actuals

Schedule Analysis Monitor and Control the schedule against the baseline Analyze the schedule and issue change requests Understand document storage and retrieval standards Create parallel forecast schedule to analyze feasibility of proposed changes

Communication / Reporting Create project schedules using the schedule model / schedule tool Distribute standard reports in accordance with the Communications Mgmt Plan Conduct schedule review meetings

Key Concepts Schedule Model PDM (Network Diagrams) Leads / Lags Dependency Types Critical Path Critical Chain Resource Leveling Float What-If Scenario Analysis Gantt / Bar Charts EVM (SV & SPI) Forecasting Schedule Compression

Thank You The next PMIWDC Reston Luncheon: The Threshold Generation Valli Swerdlow May 18, 2011 Il Forniao