1. www.onlyforward.org russell@onlyforward.org 1 of 17 Project Management Professional Development This presentation describes the mainstream project management competence development options. Included is my recommendation for the professional development path a UK based, whole product lifecycle PM should take to develop their career. This recommendation and the statements in italics are my own views.

2. www.onlyforward.org russell@onlyforward.org 2 of 17 Certified Project Director Certified Senior Project Manager A Certified Project Manager Certified Project Management Associate B C 0.3% 588 5.5% 10,690 25.2% 49,027 69% 134,420 IPMA Certifications 2013 Source: IPMA Certification Yearbook, 2013 D Founded in Switzerland in 1965, the International Project Management Association is a non-profit making federation of National Member Associations, NMAs, representing 55 project management associations from all continents of the world. The Organisational Competence Baseline, OCB, defines organisational competence in managing projects, as successful project delivery requires more than competent project managers alone.OCB The IPMA only accepts individuals as members in the absence of a national association, when annual membership costs €100. NMA membership includes indirect IPMA membership. The IPMA Competence Baseline, ICB, is the IPMA standard for PM competence development.ICB This is supplemented by the Addition to the ICB for PM Consultants, ICBC.ICBC The IPMA universal four level certification, 4-L-C, system defines levels A to D for PM competence on which NMAs base their own competence models and certification programmes.4-L-C International Project Management Association

3. www.onlyforward.org russell@onlyforward.org 3 of 17 Certifications & Qualifications CertificationIPMAValidRenewalAcquisitionPre-requisite IC Introductory Certificate --- 1 hour multiple choice exam: 60 questions, pass ≥60% Confirms fundamental awareness of project management terminology. Online exam available. Can be taken as a 2 day course, cost £900 (inc. exam fee). Open exam fee £144 (£120 for APM members). Risk Certificate, Level 1 --- 1 hour multiple choice exam: 60 questions, pass ≥60% Confirms knowledge sufficient to allow contribution to risk management within a project. Can be taken as a 2 day course, cost £1,100 (inc. exam fee). Open exam fee £164 (£146 for APM members). Risk Certificate, Level 2 --- 3.25 hour exam: section A, 100 marks; section B, 100 marks, 2 from 4 questions, 2 relate to case study, pass ≥60% Risk Certificate Level 1 knowledge (not certification) Confirms knowledge, understanding and capability, sufficient to undertake project risk management. Can be taken as a 2 day course, cost £1,100 (inc. exam fee). Open exam fee £430 (£310 for APM members). Combined Risk Levels 1 & 2 Open exam fee £558 (£384 for APM members). The Association for Project Management, founded in 1972, is the largest professional body of its kind in Europe with over 21,000 individual and 550 corporate members and is the IPMA NMA in the UK. The APM Competence Framework, aligned with the ICB, is the UK standard for PM competence development.APM Competence Framework APM certifications are aligned with the IPMA 4-L-C system and are undergoing revision throughout 2014, to include a new Level A certification. APM annual membership fee is £152, plus a £109 registration fee.

4. www.onlyforward.org russell@onlyforward.org 4 of 17 Certifications & Qualifications (2) CertificationIPMAValidRenewalAcquisitionPre-requisite APMP Level D-- 3 hour exam: 10 from 16 questions, pass ≥55% Reduced APMP for PRINCE2 Practitioners also available Confirms knowledge of all elements of project management. Can be taken as a 5 day course, cost £2,000. Open exam fee £425 (£305 for APM members). PRINCE2 Practitioners reduced 3 day course, cost £1,300. Open exam fee £311 (£221 for APM members). PQ Practitioner Qualification Level C 5 years 35h CPD per year 2.5 day assessment: exams, group work & interview APMP or similar. Typically more than 3 years’ experience Relatively experienced project management practitioners demonstrate an ability to manage a non-complex project. 2.5 day assessment centre cost £2,400. 2 day preparation workshop recommended, cost £1,100. CPM Certificated Project Manager Level B-- Application, self-assessment, CV, project précis, project report and a panel interview Extensive experience at an appropriate level of responsibility CPM closed to new applications since 2011 RPP Registered Project Professional Level B- 35h CPD per year Portfolio assessment: Demonstrate capability in 29 core and knowledge of 18 complementary competences. Professional review: Two assessors in a 45 minute interview format including a 10 minute candidate presentation. Experience of managing others in a complex project environment plus APM membership Confirms the capabilities of a responsible leader, with the ability to manage a complex project and use appropriate tools, processes and techniques. APM application fee £900 (£700 for APM members). The APM has applied for a Royal Charter, which if granted will allow APM to confer Chartered Project Manager status. RPP certified members may automatically become Chartered Project Managers in due course, making this the most respected certification – just as Chartered status works for other professions. For a UK based PM, APM offers the best route for professional career development, in a similar way that UK professional bodies do for other disciplines.

5. www.onlyforward.org russell@onlyforward.org 5 of 17 Corporate Membership and Accreditation Corporate membership benefits for companies and their APM member employees include company recognition and promotion, access to project management information and training, and financial discounts for APM products and services. A company with up to 50 project managers can become APM corporate members for a registration fee of £464 plus a rolling 3 year £464 subscription. APM accreditation of a company project management professional development scheme provides recognition in the form of APM web site accreditation listing and case study, assurance to key business stakeholders, use of APM Accredited logo, and an assessor report to help guide future development. It can also attract and retain PM talent, in a similar way to other professional body accreditation schemes. Assessors look for evidence of support for the APM Five Dimensions of Project Management Professionalism, scoring on a 1 – 5 scale for scheme commitment to the APM Body of Knowledge, Competence Framework, Qualifications, Continuing Professional Development and Membership. Successful applicants are accredited for three years, after which a re-assessment is required. Accreditation assessment and annual renewal costs £1,250. APM Five Dimensions of Project Management Professionalism BreadthDefined by the APM Body of Knowledge – the knowledge needed to manage any kind of project. DepthAssessed against the APM Competence Framework which defines and guides project management competence development. AchievementDefined by APM qualifications, recognised across the profession and aligned with IPMA’s 4 level Certification Program. CommitmentA targeted development plan (Continuing Professional Development) helps develop project management practice and enhance a career in project management. AccountabilityThis is defined by APM membership and with it adherence to the APM Code of Professional Conduct, which outlines the ethical practice expected of a professional.

6. www.onlyforward.org russell@onlyforward.org 6 of 17 Competence Framework Five key concepts are the foundation of the APM competence framework. APM Competence Framework Elements Technical (30 Elements) TC01Concept TC02Project Success & Benefits Management TC03Stakeholder Management TC04Requirements Management TC05Project Risk Management TC06Estimating TC07Business Case TC08Marketing & Sales TC09Project Reviews TC10Definition TC11Scope Management TC12Modelling & Testing TC13Methods & Procedures TC14Project Quality Management TC15Scheduling TC16Resource Management TC17Information Management & Reporting TC18Project Management Plan TC19Configuration Management TC20Change Control TC21Implementation TC22Technology Management TC23Budgeting & Cost Management TC24Procurement TC25Issue Management TC26Development TC27Value Management TC28Earned Value Management TC29Value Engineering TC30Handover & Closeout Behavioural (9 Elements) BC01Communication BC02Teamwork BC03Leadership BC04Conflict Management BC05Negotiation BC06Human Resource Management BC07Behavioural Characteristics BC08Learning & Development BC09Professionalism & Ethics Contextual (8 Elements) CC01Project Sponsorship CC02 Health, Safety & Environmental Management CC03Project Lifecycles CC04Project Finance & Funding CC05Legal Awareness CC06Organisational Roles CC07Organisational Structure CC08Governance of Project Management Score Knowledge / Experience 1-3LowKnows / Some 4-6Medium Solid / Average (Average Results) 7-10High Detailed / Broad (Good Results) Each competence is self-assessed by a project manager, scoring separately for knowledge and experience on this scale: APM Competence Framework Key Concepts KC01Project Management KC02Programme Management KC03Portfolio Management KC04Project Context KC05Project Office To achieve IPMA levels A and B, competence must be demonstrated through management of APM defined complex projects.complex projects Mapped to the ICB, the APM Body of Knowledge and APM qualifications, this competence framework provides a tool to assess PM knowledge and experience and help identify training & development needs, including readiness to obtain APM professional qualifications.

7. www.onlyforward.org russell@onlyforward.org 7 of 17 Competence Framework as applied for RPP RPP Core Competencies (29 Elements) The APM competencies are grouped for applications for Registered Project Professional. Written evidence of knowledge of the core competencies, up to 150 words each, must be submitted as part of the RPP application. Evidence should reference previous projects that make up a project portfolio. Typically these projects must have been undertaken within the last eight years and must include management of APM defined complex projects. 1 Responsible Leadership BC03Leadership BC09Professionalism & Ethics 2 People Management TC03Stakeholder Management BC01Communication BC02Teamwork BC04Conflict Management BC05Negotiation BC07Behavioural Characteristics 3 Planning TC05Project Risk Management TC14Project Quality Management TC15Scheduling TC16Resource Management TC18Project Management Plan 4 Organisation & Governance TC17Information Management & Reporting TC20Change Control TC23Budgeting & Cost Management CC03Project Lifecycles CC06Organisational Roles CC08Governance of Project Management 5 Executing TC09Project Reviews TC11Scope Management TC25Issue Management 6 Tools & Techniques TC02Project Success & Benefits Management TC04Requirements Management TC06Estimating 7 Business and Commercial Context TC07Business Case CC01Project Sponsorship CC02Health, Safety & Environmental Management CC07Organisational Structure RPP Complementary Competencies (18 Elements) Technical TC01Concept TC08Marketing & Sales TC10Definition TC12Modelling & Testing TC13Methods & Procedures TC19Configuration Management TC21Implementation TC22Technology Management TC24Procurement TC26Development TC27Value Management TC28Earned Value Management TC29Value Engineering TC30Handover & Closeout Behavioural BC06Human Resource Management BC08Learning & Development Contextual CC04Project Finance & Funding CC05Legal Awareness Written evidence of knowledge of the complementary competencies must be submitted, but APM Members and Fellows and those awarded APMP, PQ or CPM already meet this RPP requirement.

8. www.onlyforward.org russell@onlyforward.org 8 of 17 The Office of Government Commerce was an independent office of HM Treasury, established to help Government deliver best value. Between 2000 and 2010, the OGC acted as sponsor for best practice of Project, Programme, Risk and Service Management. The portfolio includes PRINCE2, M_o_R, MSP, MoP, MoV, ITIL and P3O. This best management practice portfolio ownership was moved to the Cabinet Office in 2010. The portfolio was managed under contract by APM Group (APMG) until 2014 when Axelos, a joint venture between UK government and Capita, took over management of the portfolio. The portfolio covers many project management competencies and there is significant value for project management professionals. However, it is at turns insufficiently comprehensive, specialized, or aimed at a corporate level not always the most appropriate to all project managers. Office of Government Commerce (now Cabinet Office)

9. www.onlyforward.org russell@onlyforward.org 9 of 17 PRINCE was first developed in 1989 by the OGC as the standard approach to IT project management. Since enhanced and updated to become a generic, best practice approach suitable for the management of all types of projects. Launched in 2009, PRINCE2 is an update of this process-based approach. Certificates have been issued in over 150 countries with 57% in the UK. This is the most widely held project management certification in the world. Not aligned to the IPMA 4-L-C system. PRINCE2: Projects IN Controlled Environments Source: The Popularity of PRINCE2 Examinations, KnowledgeTrain (APMG, data, 1996 to 2012).The Popularity of PRINCE2 Examinations CertificationIPMAValidRenewalAcquisitionPre-requisite PRINCE2 Foundation --- 1 hour multiple choice exam: 75 questions of which 70 count, pass ≥50% (35/70) Confirms sufficient knowledge and understanding of the PRINCE2 method to enable effective working with, or as a member of, a PM team in a PRINCE2 supporting environment. Pass rate 97% in 2012. 675,506 certificates issued. PRINCE2 Practitioner - 5 years 1hr exam, pass ≥55% 2.5 hour exam: 8 questions, 10 marks each, open book (PRINCE2 manual only), pass ≥55% (44/80) PRINCE2 Foundation Confirms sufficient understanding of how to apply and tailor PRINCE2 in a scenario situation. Pass rate 75% in 2012. 371,707 certificates issued. PRINCE2 Foundation and Practitioner can be taken together in a 5 day course, cost £1,900. PRINCE2 Professional --- 2.5 day assessment, interview & group work based on project case study, assessed against 19 performance criteria PRINCE2 Practitioner Tests ability to manage a non-complex full lifecycle PRINCE2 project. Extremely popular, but below IPMA level D and worth undertaking only if mandated by an employer or client or working in a PRINCE2 environment.

10. www.onlyforward.org russell@onlyforward.org 10 of 17 MSP is a set of principles and processes for use when managing a programme. Managing Successful Programmes CertificationIPMAValidRenewalAcquisitionPre-requisite MSP Foundation --- 1 hour multiple choice exam: 75 questions of which 70 count, pass ≥50% (35/70) Confirms sufficient knowledge and understanding to interact effectively with those involved with the management of a programme. MSP Practitioner - 5 years 1.25 hour exam, pass ≥50% 2.5 hour exam: 4 questions, 20 marks each, open book (MSP Guide only), pass ≥50% (40/80) MSP Foundation Confirms sufficient knowledge and understanding of how to apply MSP. MSP Foundation and Practitioner can be taken together in a 5 day course, cost £2,300. MSP Advanced Practitioner - 5 years 1.25 hour exam, pass ≥50% 3 hour essay based exam: 2 questions, 75 marks in total, open book, pass ≥50% (38/75) MSP Practitioner Confirms if a candidate is likely to be able to lead and manage a programme. MSP Advanced Practitioner can be taken in a 2 day course, cost £900.

11. www.onlyforward.org russell@onlyforward.org 11 of 17 Considers risk from different organizational perspectives: strategic, programme, project and operational, aimed at corporate governance, aligned with ISO 31000, the risk management family of standards. Management of Risk CertificationIPMAValidRenewalAcquisitionPre-requisite M_o_R Foundation --- 1 hour multiple choice exam: 75 questions of which 70 count, pass ≥50% (35/70) Confirms sufficient knowledge and understanding to contribute to the identification, assessment and control of risks across any organization. M_o_R Practitioner - 5 years 1hr exam, pass ≥55% 3 hour exam: 4 questions, 20 marks each, open book (specified M_o_R books only), pass ≥50% (40/80) M_o_R Foundation Confirms sufficient understanding of how to apply and tailor M_o_R in a scenario situation. M_o_R Foundation and Practitioner can be taken together in a 5 day course, cost £2,300. CertificationIPMAValidRenewalAcquisitionPre-requisite MoP Foundation --- 40 minute multiple choice exam: 50 questions, pass ≥50% (25/50) Confirms sufficient knowledge and understanding to work as an informed member of a Portfolio Office or in a portfolio management role. Launched 2010. MoP Practitioner --- 3 hour exam: 4 questions, 20 marks each, open book (MoP Guide only), pass ≥50% (40/80) MoP Foundation Confirms sufficient understanding of how to apply and tailor MoP and to analyse portfolio data, documentation and roles in relation to a scenario. Launched 2011. MoP Foundation and Practitioner can be taken together in a 5 day course, cost £2,300. Management of Portfolios Perhaps not the most appropriate risk management certification for a PM. Introduces the key concepts of portfolio management, benefits to an organization, and fit with current business processes. Aimed at those who prioritise investment across an organization's programmes and projects.

12. www.onlyforward.org russell@onlyforward.org 12 of 17 An evolution from the practice of value management across many sectors and over many years. Aimed at those involved in directing, managing, supporting and delivering portfolios, programmes and projects. Management of Value CertificationIPMAValidRenewalAcquisitionPre-requisite MoV Foundation --- 40 minute multiple choice exam: 50 questions, pass ≥50% (25/50) Confirms sufficient knowledge and understanding to explain MoV to others and contribute to MoV activities led by others. MoV Practitioner --- 2.5 hour exam: 8 questions, 10 marks each, open book (MoV Guide only), pass ≥50% (40/80) MoV Foundation Confirms sufficient understanding of how to apply and tailor MoV in a scenario situation. MoV Foundation and Practitioner can be taken together in 5 day course, cost £2,300. Information Technology Infrastructure Library ITIL is the most widely accepted approach to IT service management in the world and provides a cohesive set of best practice, drawn from the public and private sectors internationally. IT Service Management is driven both by technology and the huge range of organizational environments in which it operates and is in a state of constant evolution. Best practice, based on expert advice and input from ITIL users is both current and practical, combining the latest thinking with common sense. Not so relevant for project managers outside the IT service domain, so not described any further here. MoV is about maximizing value in line with the programme and project objectives and the key stakeholder requirements, and not just minimizing costs.

13. www.onlyforward.org russell@onlyforward.org 13 of 17 P3O guidance is a set of principles, processes and techniques to facilitate effective portfolio, programme and project management via enablement, challenge and support structures. PRINCE2, MSP, and M_o_R aligned. Portfolio, Programme and Project Offices Not particularly relevant for project management competence development, unless working within an office with a P3O model. CertificationIPMAValidRenewalAcquisitionPre-requisite P3O Foundation --- 1 hour multiple choice exam: 75 questions of which 70 count, pass ≥50% (35/70) Confirms sufficient knowledge and understanding to interact effectively with, or act as an informed member of, an office with a P3O model. P3O Practitioner --- 2.5 hour exam: 4 questions, 20 marks each, open book (P3O Guide only), pass ≥50% (40/80) P3O Foundation Confirms sufficient knowledge and understanding of the P3O guidance to design, implement, manage or work in any component office within a P3O model. P3O Foundation and Practitioner can be taken together in 5 day course, cost £1,900.

14. www.onlyforward.org russell@onlyforward.org 14 of 17 The Project Management Institute, founded in 1969, is a world leading not-for- profit membership association for the PM profession. PMI has 424,657 members and 565,469 credential holders in ‘nearly every country in the world’. The PM Competency Development, PMCD, Framework is the PMI standard for project manager competence development, aligned with PMI’s Guide to the Project Management Body of Knowledge (PMBOK® Guide).PMCDPMBOK® Guide PMI: Project Management Institute CertificationIPMAValidRenewalAcquisitionPre-requisite CAPM Certified Associate in Project Management - 5 years Re-exam 3 hour multiple choice exam: 150 questions, 135 scoring, 'Modified Angoff Method' to determine pass Degree and 1 year project experience or 23 hours PM training Confirms knowledge of the principles and terminology of PMBOK Guide. 2003 launch, 21,397 credential holders by 30 April 2013. Formal PM education element can be taken as 3 day course, cost £1,600. Certification fee $300 ($225 for PMI members). PMP Project Management Professional - 3 years 60 PDUs over 3 years 4 hour multiple choice exam: 200 questions, 175 scoring, 'Modified Angoff Method' to determine pass, allowed 3 attempts within 1 year Degree and 3 years as a project manager within the last 8 years plus 35 hours PM training Demonstrates experience, education and competency to lead and direct projects. 1984 launch, 537,413 credential holders by 30 April 2013. Formal PM education element can be taken as 5 day course, cost £2,100. Certification fee $555 ($405 for PMI members). PgMP Program Management Professional - 3 years 60 PDUs over 3 years 4 hour multiple choice exam: 170 questions, 150 scoring, 'Modified Angoff Method' to determine pass, allowed 3 attempts within 1 year Degree, 4 years each as a project and a program manager Recognizes advanced experience, skill, and performance in the oversight of multiple, related projects and their resources aligned with an organizational objective. 2007 launch, 875 credential holders by 30 April 2013. Certification fee $1,000 ($800 for PMI members). PfMP Portfolio Management Professional - 3 years 60 PDUs over 3 years 4 hour multiple choice exam: 170 questions, 150 scoring, 'Modified Angoff Method' to determine pass Degree, 4 years as a portfolio manager in last 15 years inc. 8 years business experience Recognizes ability in the coordinated management of one or more portfolios to achieve organizational objectives. 2013 launch. Certification fee $1,000 ($800 for PMI members).

15. www.onlyforward.org russell@onlyforward.org 15 of 17 PMI Practice Standards further define PM best practice. PMI certifications are not aligned to the IPMA 4-L-C system. Annual membership is $129, plus local chapter fee ($40 for UK) plus $10 registration fee. For a US based PM the PMI certification system is the best choice for career development. A UK based PM might also choose this route, especially if working predominantly with US based clients or perhaps in a US owned company. PMI: Project Management Institute (2) CertificationIPMAValidRenewalAcquisitionPre-requisite PMI-ACP PMI Agile Certified Professional - 3 years 30 PDUs over 3 years 3 hour multiple choice exam: 120 questions, 100 scoring, 'Modified Angoff Method' to determine pass 2,000 hours in a project team in last 5 years (or active PMP or PgMP), 1 year in Agile team or Agile methods work in last 3 years and 21 hours Agile practices training Demonstrates knowledge of and commitment to Agile approach to project management. 2012 launch, 2,858 credential holders worldwide by 30 April 2013. Certification fee $495 ($435 for PMI members). PMI-SP PMI Scheduling Professional - 3 years 30 PDUs over 3 years 3.5 hour multiple choice exam: 170 questions, 150 scoring, 'Modified Angoff Method' to determine pass Degree and 3500 hours project scheduling experience plus 30 hours project scheduling formal training Recognises competence to develop and maintain project schedules, while still possessing core knowledge skills in all areas of project management. 2008 launch, 893 credential holders worldwide by 30 April 2013. Certification fee $670 ($520 for PMI members). PMI-RMP PMI Risk Management Professional - 3 years 30 PDUs over 3 years 3.5 hour multiple choice exam: 170 questions, 150 scoring, 'Modified Angoff Method' to determine pass Degree and 2 years’ project risk management experience and 30 hours formal project risk management training Recognises competence in assessing and identifying project risks, mitigating threats and capitalizing on opportunities, while still possessing a core knowledge and practical application in all areas of project management. 2008 launch, 2,033 credential holders worldwide by 30 April 2013. Certification fee $670 ($520 for PMI members). Exam pass rate in range 40% to 75%. Source: Members and credential holders: PMI Today, June 2014.PMI Today, June 2014

16. www.onlyforward.org russell@onlyforward.org 16 of 17 Summary Project management suffers from a lack of professionalism. Only recently has professional project management been properly defined. Improvement efforts are often hampered by senior executives, many having managed projects during their careers, often persuading them that project management can be undertaken successfully by people whose career focus is not project management. In many companies, managing projects is a part of most career paths. However, there is a vast difference between managing a small project and managing a large, complex project. Developing any professional competence is a significant investment. However, until a rigorous professional competence development is the norm for project managers leading large, complex projects we will continue to see little improvement in project results. Most environments require tailoring of the PM development system to suit a particular domain. However, this is only a layer in addition to a common PM competence development. It is also important that the environment is conducive to professional project management. The best project management competence development system will be insufficient without fully committed executive sponsorship and a structured and consistent delivery framework. The real benefit that justifies investment in PM professionalism is better project results. It should be no surprise that what is true for other disciplines is true for project management: the most significant change required to consistently produce better results is more professionally competent practitioners.

17. www.onlyforward.org russell@onlyforward.org 17 of 17 In my board role I led a team of 22 professional Project Managers and 5 Quality Engineers, and ensured Roke’s £79M project portfolio delivered better than budget profit. I ran a virtual PMO and created the Roke Engineering Process, REP, also managing the engineering tools to support it. I created a project management competency framework, the PM Excellence Programme, which achieved APM corporate accreditation, scoring 24 out of a possible 25 points in the APM assessment.APM corporate accreditation I chaired a quarterly PM forum which shared best practice and built a supportive PM community – seven of the project managers I coached achieved APM RPP, five have PQ, and all gained APMP. Together, these investments in PM professionalism led to a turn-around and annual improvement in project results across a typical portfolio of 400 projects a year and delivered an above budget performance in five consecutive years with profits totalling £7.9M above budget. I am a passionate advocate of PM professionalism, a Fellow of the APM and the IET, and author of articles published in Project and PM Today. After 4 years as an electronics engineer for Siemens, achieving Chartered Engineer, I moved into project management for 14 years, at Siemens and Roke Manor Research. At Roke, my ability to successfully deliver the most challenging whole lifecycle product development projects on time and under budget led to a role as Projects Director and board member for 6 years. In 2013 I went back to hands-on project management, taking a Programme Director role at Cambridge Consultants, in the Cambridge Science Park. Author Profile