Fundamentals
Core project management concepts and governance structures.
A Project Management Office (PMO) is an organizational structure that standardizes project-related governance processes and facilitates the sharing of resources, methodologies, tools, and techniques.
Three Types of PMOs
- Supportive PMO: Consultative role — templates, best practices, training. Low control.
- Controlling PMO: Requires compliance through frameworks and governance. Moderate control.
- Directive PMO: Manages projects directly. PMs report to the PMO. High control.
Key PMO Functions
- Managing shared resources across projects
- Identifying and developing PM methodology, best practices, and standards
- Coaching, mentoring, training, and oversight
- Monitoring compliance with PM standards, policies, and procedures
- Coordinating communication across projects
A Stakeholder is an individual, group, or organization that may affect, be affected by, or perceive itself to be affected by a decision, activity, or outcome of a project.
Categories
- Internal: Team members, managers, executives, functional managers, PMO
- External: Customers, users, suppliers, regulators, competitors, the public
Analysis Tools
- Power/Interest Grid: Authority vs. concern about outcomes
- Power/Influence Grid: Authority vs. active involvement
- Salience Model: Power, urgency, and legitimacy
Engagement Levels
Unaware → Resistant → Neutral → Supportive → Leading
Scope defines all the work required — and only the work required — to complete the project successfully.
Product Scope vs. Project Scope
- Product Scope: Features and functions of the deliverable
- Project Scope: Work performed to deliver the product
Key Processes
- Plan Scope Management — Create the scope management plan
- Collect Requirements — Determine stakeholder needs
- Define Scope — Detailed project description
- Create WBS — Subdivide deliverables into work packages
- Validate Scope — Formal acceptance of deliverables
- Control Scope — Monitor and manage changes
Scope Creep vs. Gold Plating
Scope Creep: Uncontrolled changes without adjustments. Gold Plating: Adding extra features not in scope. Both should be avoided.
ITTOs define the structure of every PMBOK process. Each of the 49 processes has defined Inputs, Tools & Techniques, and Outputs.
| Inputs | Documents, plans, and information needed (e.g., charter, WBS, risk register). |
| Tools & Techniques | Methods applied to inputs (e.g., expert judgment, data analysis, meetings). |
| Outputs | Results of the process (e.g., project plan, change requests). |
Common Tools & Techniques
- Expert Judgment — Used in almost every process
- Data Analysis — Alternatives, cost-benefit, earned value, variance, root cause
- Meetings — Used across most processes
- Data Gathering — Brainstorming, interviews, focus groups, benchmarking
The PMI Code of Ethics has four core values, each with aspirational and mandatory standards:
| Responsibility | Take ownership for decisions. Report unethical conduct. |
| Respect | Show high regard for others. Listen. Negotiate in good faith. |
| Fairness | Act impartially. Equal access to information. No favoritism. |
| Honesty | Act truthfully. Provide accurate information. No deception. |
Key Exam Points
- Mandatory standards can result in disciplinary action
- Follow organizational policies first, then escalate
- Always disclose conflicts of interest proactively