Project Management

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How I Passed The PMP, the First Time

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Eugene Whalen Project Manager| Hexagon Manufacturing Intellegence Cranston, Ri, United States
I'm one the "lucky" ones who passed their PMP the first time and thought I could share a bit of advise:

By its very definition, this is a project. Treat it as such. Use the processes to plan and execute and learn.

1. Write a charter. What is the goal? Pass the PMP exam, obviously. But what else goes into the Charter? Write it, revise it until, it succinctly addresses as many of the output items as appropriate.
2. Identify Stakeholders. Well, you are one, that's for sure. But what about friends, family, your employer? Is PMI a stakeholder? Create an influence/control matrix.
3. Create Project Management Plan. There are numerous websites where you can download free templates. Pick one as a starting point and modify it as the project requires. Remember, this is a living document that needs to be maintained throughout the project so keep it current.
4. Create each of you knowledge area plans. You know what they are but I would be very mindful of your Stakeholder Management and Quality plans. Your circle of family, friends, and colleagues can be a tremendous asset. But they have to be kept in the loop. Don't try and do this alone. Don't rely on practice tests as a measure of knowledge; few are like the actual exam. Use them though as a quality metric and measure them against your milestones.
5. Do create a WBS. Every project, regardless of size gets one. Your project is no exception.
6. Create a schedule. No one is a ever going to say, "Build that new office building when you get around to it." You set a completion date in your charter, right? Now work to it. Take into account family vacations, work trips, holidays, etc. These things will not go away and you will need to manage around them.
7. Cost management. A friend once said to me, "There are few problems that can't be solved with an injection of capital." But, if you're like me, there is no open checkbook. Plan what the exam prep and exam fees are going to cost you and include an hourly rate for yourself. It will be needed later for calculating cost and schedule variances.
8. I already touched on Quality but will say this about risk. The world isn't going to stop because you're preparing for your PMP exam. Perform qualitative and quantitative risk analysis. Be sure to show this to someone close to you. The aspects that you will most likely miss pertains to you. Once done, you'll have to go back and revise your PMP.
9. Hold kick off meeting(s). Because your life is probably made up of two to three worlds—family, friends, and work—you may have to break this into multiple discussion. Get your stakeholders on board and supporting you. I even had by dogs' support. In the evening, when I'd walk her, I would talk to her about some aspect of project management. While I don't think she was terribly interested, she was a good listener and it was helpful for me to articulate certain subjects.

Now that you're through the planning phase:

10. Study, study, study. Did I mention you'll have to study? I didn't say memorize though, did I? You either get the paradigm of project management or you will struggle with the exam questions. I have a masters in engineering and still found this to be one of the hardest exams I've ever taken. You will need to know the concepts and material well enough that you can quickly discern if the problem is asking about scope management for example, or is there really a communications problem. At 1:20 per question, you can't spend a lot of time pondering.
11. Track your hours and use them to calculate earned value. The hourly rate doesn't matter. It's more about are you putting in the time? Use your test prep questions as a quality gauge. Are you at 75% when you said you would be on your schedule? If not, do you need to re-baseline? One thing about test prep questions: Your knowledge will increase and your score will grow quickly. Don't get discouraged if you're plateauing. Use the missed questions to guide your study areas.

Take and pass the exam!

12. Close the project. Don’t forget to go through and finalize everything. Thank your stakeholders. Put your study materials in a place where you can reference them in the future. In the unfortunate circumstance that you do not pass, use your PMP as a lessons learned.

I hope this helps. Good luck!
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Sungjoon Park Coral Springs, Fl, United States
Well explanation on how to set up the goals and how to make and update plan for the journey to pass the PMP exam. I am very curious on how you organized WBS though. Adding just one more, during the 10 and 11, revisit the plan as needed and practically update as you know more clearly about your understanding of the PMBOK which might result in adjusting way to study or your exam date as updates for cost, schedule and scope baselines.

Thank you for sharing.
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Eugene Whalen Project Manager| Hexagon Manufacturing Intellegence Cranston, Ri, United States
That's a great question, Sungjoon. I struggled with this but in doing so learned more about visualizing the various aspects. At work, I use the deliverables. This however was a little more abstract. So, visualize a basic org-chart. Top box: PMP Exam. On the next layers down, working left to right:

1.0 Study Tools
1.1 Guides
1.2 Training Class
1.3 Study Group
1.4 Other Sources (i.e PMI website)
2.0 Knowledge Area
2.1 Integration
2.2 Scope

2.10 Stakeholder Mgt.

I played around with doing it by process groups but it tended to get unwieldy quickly. In each area, I worked horizontally through the matrix, then as the knowledge areas intertwined, and my own skills improved, I worked up and down.

3.0 Exam
3.1 Application
3.2 Exam (Actually taking it)
4.0 Project Management
4.1Self progress tracking ( I keep a running trend graph of practice exam scores)
4.2 Family feedback (I solicited friends/family help and feedback)
4.3 Schedule/Key Milestones. (i.e. I wanted to be consistently scoring 80% or higher at least 1-month before by test date. When I hit this milestone, I scheduled my exam.)
...
1 reply by Sungjoon Park
Jul 10, 2016 3:16 AM
Sungjoon Park
...
Excellent job !. Frankly speaking, I did make my own plan for PMP exam preparation but I failed to organize WBS because it was out of my imagination how to make it and quite abstractive as you said. My plan included only a bar chart with milestones and method statements how to get there. I updated my plan seriously more than twice and slightly many times in three months. Wherever I updated my plan, I focused on incorporating lessons learned into the plan. My plan was less than ten pages originally but final version was more than 40 pages.

Thank you again and congratulations.
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Sungjoon Park Coral Springs, Fl, United States
Jul 09, 2016 5:35 PM
Replying to Eugene Whalen
...
That's a great question, Sungjoon. I struggled with this but in doing so learned more about visualizing the various aspects. At work, I use the deliverables. This however was a little more abstract. So, visualize a basic org-chart. Top box: PMP Exam. On the next layers down, working left to right:

1.0 Study Tools
1.1 Guides
1.2 Training Class
1.3 Study Group
1.4 Other Sources (i.e PMI website)
2.0 Knowledge Area
2.1 Integration
2.2 Scope

2.10 Stakeholder Mgt.

I played around with doing it by process groups but it tended to get unwieldy quickly. In each area, I worked horizontally through the matrix, then as the knowledge areas intertwined, and my own skills improved, I worked up and down.

3.0 Exam
3.1 Application
3.2 Exam (Actually taking it)
4.0 Project Management
4.1Self progress tracking ( I keep a running trend graph of practice exam scores)
4.2 Family feedback (I solicited friends/family help and feedback)
4.3 Schedule/Key Milestones. (i.e. I wanted to be consistently scoring 80% or higher at least 1-month before by test date. When I hit this milestone, I scheduled my exam.)
Excellent job !. Frankly speaking, I did make my own plan for PMP exam preparation but I failed to organize WBS because it was out of my imagination how to make it and quite abstractive as you said. My plan included only a bar chart with milestones and method statements how to get there. I updated my plan seriously more than twice and slightly many times in three months. Wherever I updated my plan, I focused on incorporating lessons learned into the plan. My plan was less than ten pages originally but final version was more than 40 pages.

Thank you again and congratulations.
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Anonymous
Great read - and something I've started doing in my prep for PMP ;)
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Stéphane Parent Self Employed / Semi-retired| Leader Maker Prince Edward Island, Canada
Congratulations, Eugene! Thank you for sharing your process. If you decided to pursue another PMI certification, would you change anything? Why?
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John Caron, MBA, PMP, CSM VP - Technology Project Solutions Consultant| Bank of America Jacksonville, Fl, United States
Bravo, Eugene! Great job in assisting others and the value of your OPA is going to assist others.
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Bala S Duvvuri Project Manager| Shell Bangalore, Karnataka, India
Congratulations Eugene and thanks for sharing the lessons learned.
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Drew Craig Sr. Agile & Product Coach| Vanguard Philadelphia, Pa, United States
Excellent Eugene, and congratulations. I surely did not have such a formal plan as you, but a plan nonetheless, that I followed. It is important to not when you mention setting a date and driving toward that goal. I hear too often of those who study and plan to do such until they feel 'ready'.

Kudos to you, and again, congratulations. Feels good, doesn't it? My wife was more excited than me I think!
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Eugene Whalen Project Manager| Hexagon Manufacturing Intellegence Cranston, Ri, United States
Stéphane, I’m not sure I would do anything differently. The key is to have a plan and, in my opinion, not confuse learning the material and studying for the test. If you’re just trying to pass the exam, without actually learning the subject matter, you’re going to struggle and you’re doing yourself a disservice.

Andrew, I have to agree with you. My wife was relieved and enjoyed the “thank you” dinner. But that goes under stakeholder management
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Christian Velazquez BARA Process Lead| Cadena de Descuento BARA Monterrey, Nuevo Leon, Mexico
Congratulations! I will recommend a lot of mock exams and if its possible study groups.

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