• 1A  Foundation

  •  Foundational project management concepts

  •  Project management principles

  •  The Agile mindset

  •  Tailoring – hybrid approaches, processes and practices in project management

• 1B Strategic Alignment

  • Define strategic alignment and business acumen

  • Follow guidelines for effective business decision-making

  • Explore organizational influences on projects

  • Explain how projects align with broader organizational strategy and global trends

• 1C Project Benefits and Value

3.2. Evaluate and deliver project benefits and value

                • Investigate that benefits are identified (3.2.1)

                • Evaluate delivery options to deliver value (3.2.4)

                2.1 Execute project with the urgency required to deliver business value

          •Assess opportunities to deliver value incrementally (2.1.1)

• 1D Organizational Culture and Change Management

3.4 Support organizational change

• Assess organizational culture (3.4.1)

• Evaluate impact of organization change to project, and determine required actions (3.4.2)

• Evaluate impact of the project to the organization and determine required actions (3.4.3)

• 1E Project Governance

2.14 Establish project governance structure

• Determine appropriate governance for a project (e.g., replicate organization governance) (2.14.1)

• Define escalation paths and thresholds (2.14.2)

• 1F Project Compliance

3.1 Plan and manage project compliance

• Confirm project compliance requirements (e.g., security, health and safety, regulatory compliance (3.1.1)

• Classify compliance categories (3.1.2)

• Analyze the consequences of non-compliance (3.1.5)

• 2A Identify and Engage Stakeholders

  1.9 Collaborate with stakeholders

  • Evaluate engagement needs for stakeholders (1.9.1)

  2.4 Engage stakeholders

  • Analyze stakeholders (power interest grid, influence, impact) (2.4.1)

  • Categorize stakeholders (2.4.2)

  • Develop, execute, and validate a strategy for stakeholder engagement (2.4.4)

  2.2 Manage communications

  • Analyze communication needs of all stakeholders (2.2.1)

  • Determine communication methods, channels, frequency, and level of detail for all stakeholders (2.2.2)

• 2B Team Formation

  1.4 Empower team members and stakeholders

  • Organize around team strengths (1.4.1)

  2.16 Ensure knowledge transfer for project continuity

  • Discuss project responsibilities within team (2.16.1)

  • Outline expectations for working environment (2.16.2)

  1.11 Engage and support virtual teams

  • Examine virtual team member needs (e.g., environment, geography, culture, global, etc.) (1.11.1)

  • Investigate alternatives (e.g., communication tools, colocation) for virtual team member engagement (1.11.2)

• 2C Build Shared Understanding

  I.2 Lead a team

  • Set a clear vision and mission (1.2.1)

  1.8 Negotiate project agreements

  • Analyze the bounds of the negotiation for agreement (1.8.1)

  • Assess priorities and determine ultimate objective(s) (1.8.2)

  • Determine a negotiation strategy (1.8.5)

  • Participate in agreement negotiations (1.8.4)

  1.10 Build shared understanding

  • Survey all necessary parties to reach consensus (1.10.2)

  • Support outcome of parties' agreement (1.10.3)

  1.12 Define team ground rules

  • Communicate organizational principles with team and external stakeholders (1.12.1)

  • Establish an environment that fosters adherence to ground rules (1.12.2)

• 2D Decide Project Approach/Methodology

  2.13 Determine appropriate project methodology/methods and practices

  • Assess project needs, complexity, and magnitude (2.13.1)

  • Recommend project execution strategy (e.g., contracting, financing) (2.13.2)

  • Recommend a project methodology/approach (i.e., predictive, agile, hybrid) (2.13.3)

• 3A Planning Projects

  • Differentiation of Planning for Predictive vs Adaptive Approaches

• 3B Scope

  2.1 Execute project with the urgency required to deliver business value

  • Support the team to subdivide Project tasks as necessary to find the minimum viable product (2.1.3)

  2.8 Plan and manage scope

  • Predictive vs Adaptive approach for scope

  • Determine and prioritize requirements (2.8.1)

  • Break down scope (e.g., WBS, backlog) (2.8.2)

  2.17 Plan and manage project/phase closure or transitions

  • Determine criteria to successfully close the project or phase (2.17.1)

• 3C Schedule

  2.6 Plan and manage schedule

  • Predictive vs Adaptive approach for schedule

  • Estimate project tasks (milestones, dependencies, story points) (2.6.1)

  • Utilize benchmarks and historical data (2.6.2)

  • Prepare schedule based on methodology (2.6.3)

• 3D Resources

  1.6 Build a team

  • Deduce project resource requirements (1.6.2)

  2.11 Plan and manage procurement (resources)

  • Define resource requirements and needs (2.11.1)

  • Communicate resource requirements (2.11.2)

  • Manage suppliers/contracts (2.11.3)

  • Plan and manage procurement strategy (2.11.4)

  • Develop a delivery solution (2.11.5)

• 3E Budget

  2.5 Plan and manage budget and resources

  • Estimate budgetary needs based on the scope of the project and lessons learned from past projects (2.5.1)

  • Anticipate future budget challenges (2.5.2) Plan and manage resources (2.5.4)

• 3F Risks

  2.3 Assess and manage risks

  • Determine risk management options (2.3.1)

  • Iteratively assess and prioritize risks (2.3.2)

  3.1 Plan and manage project compliance

  • Determine necessary approach and action to address compliance needs (risk, legal) 3.1.6)

  • Determine potential threats to compliance (3.1.3)

• 3G Quality

  2.7 Plan and manage quality of products/deliverables

  • Determine quality standard required for project deliverables (2.7.1)

  3.1 Plan and manage project compliance

  • Use methods to support compliance (3.1.4)

  • Measure the extent to which the project is in compliance (3.1.7)

• 3H Integrate Plans

  2.9 Integrate project planning activities

  • Consolidate the project/phase plans (2.9.1)

  • Assess consolidated project plans for dependencies, gaps, and continued business value (2.9.2)

  • Analyze the data collected (2.9.3)

  • Collect and analyze data to make informed project decisions (2.9.4)

  • Determine critical information requirements (2.9.5)

  2.10 Manage project changes

  • Determine strategy to handle change (2.10.2)

 I.2 Lead a team

• Value servant leadership (e.g., relate the tenets of servant leadership to the team) (1.2.3)

• Determine an appropriate leadership style (e.g., directive, collaborative) (1.2.4)

• Distinguish various options to lead various team members and stakeholders (1.2.7)1.11 

1.11 Engage and support virtual teams

• Implement options for virtual team member engagement (1.11.3)

• 4B Create a Collaborative Project Team Environment

2.12 Manage project artifacts

• Determine the requirements (what, when, where, who) for managing the project artifacts (2.12.1)

• Validate that the project information is kept up to date (i.e., version control) and accessible to all stakeholders (2.12.2)

• 4C Empower the Team

I.2 Lead a team

• Support diversity and inclusion (e.g., behavior types, thought process) (1.2.2)

• Inspire, motivate, and influence team members/stakeholders (e.g., team contract, social contract, reward system) (1.2.5)

I.4 Empower team members and stakeholders

• Determine and bestow level(s) of decision-making authority (1.4.4)

• 4D Support Team Member Performance

1.3 Support team performance

• Appraise team member performance against key performance indicators (KPIs) (1.3.1)

• Support and recognize team member growth and development (1.3.2)

• Determine appropriate feedback approach (1.3.3)

• Verify performance improvements (1.3.4)

1.14 Promote team performance through the application of emotional intelligence

• Assess behavior through the use of personality indicators (1.14.1)

• Analyze personality indicators and adjust to the emotional needs of key project stakeholders (1.14.2

• 4E Communicate and Collaborate with Stakeholders

2.2 Manage communications

• Communicate project information and updates effectively (2.2.3)

• Confirm communication is understood and feedback is received (2.2.4)

I.2 Lead a team

• Analyze team members and stakeholders influence (1.2.6)

2.4 Engage stakeholders

• Engage stakeholders by category (2.4.3)

1.9 Collaborate with stakeholders

• Optimize alignment between stakeholder needs, expectations, and project objectives (1.9.2)

• Build trust and influence to accomplish project objectives (1.9.3)

3.2 Evaluate and deliver project benefits and value

• Apprise stakeholders of value gained by the project (3.2.5)

• 4F Train Team Members and Stakeholders

1.6 Build a team

• Appraise stakeholder skills (1.6.1)

1.5 Ensure team members/stakeholders are adequately trained

• Determine required competencies and elements of training (1.5.1)

• Determine training options on training needs (1.5.2)

• Allocate resources for training (1.5.3)

• Measure training outcomes (1.5.4)

1.13 Mentor relevant stakeholders

• Allocate the time for coaching mentoring (stakeholders) (1.13.1)

• Recognize and act on coaching mentoring opportunities (1.13.2

• 4G Manage Conflict

1.1 Manage conflict

• Interpret the source and stage of the conflict (1.1.1)

• Analyze the context for the conflict (1.1.2)

• Evaluate/recommend/reconcile the appropriate conflict resolution solution (1.1.3)

1.12 Define team ground rules

• Discuss and rectify ground rule violations (1.12.3)

1.10 Build shared understanding

• Investigate potential misunderstandings (1.10.4)

• Break down situations to identify the root cause of a misunderstanding (1.10.1)

• 5A Implement Ongoing Improvements

Continuous Improvement

• Plan Continuous Improvement Methods, Procedures, and Tools

• Assess CI framework

• Plan CI methods, procedures, tools

• Recommend/Execute CI steps

• 5B Support Performance

2.2 Manage communications

• Communicate project information and updates effectively (2.2.3)

• Confirm communication is understood and feedback is received (2.2.4)

1.4 Empower team members and stakeholders

• Support team task accountability (1.4.2)

• Evaluate demonstration of task accountability (1.4.3)

1.6 Build a team

• Continuously assess and refresh team skills to meet project needs (1.6.3)

• Maintain team and knowledge transfer (1.6.4)

1.11 Engage and support virtual teams

• Continually evaluate effectiveness of virtual team member engagement (1.11.4)

2.11 Manage project artifacts

• Continually assess the effectiveness of the management of the project artifacts (2.12.3)

2.13 Determine appropriate project methodology/methods and practices

• Use iterative, incremental practices throughout the project life cycle (e.g., lessons learned, key stakeholder engagement, risk) (2.13.4)

• 5C Evaluate Project Progress

2.8 Plan and manage scope

• Monitor and validate scope (2.8.3)

2.6 Plan and manage schedule

• Measure ongoing progress based on methodology (2.6.4)

• Modify schedule, as needed, based on methodology (2.6.5)

• Coordinate with other projects and other operations (2.6.6)

2.5 Plan and manage budget and resources

• Monitor budget variations and work with governance process to adjust as necessary (2.5.3)

2.1 Execute project with the urgency required to deliver business value

• Examine the business value throughout the project (2.1.2)

2.7 Plan and manage quality of products/deliverables

• Recommend options for improvement based on quality gaps (2.7.2)

• Continually survey project deliverable quality (2.7.3)

• 5D Manage Issues and Impediments

2.15 Manage project issues

• Recognize when a risk becomes an issue (2.15.1)

• Attack the issue with the optimal actions to achieve project success (2.15.2)

• Collaborate with relevant stakeholders on the approach to resolve the issues (2.15.3)

I.7 Address and remove impediments, obstacles, and blockers for the team

• Determine critical impediments, obstacles, and blockers for the team (1.7.1)

• Prioritize critical impediments, obstacles, and blockers for the team (1.7.2)

• Use network to implement solutions to remove impediments, obstacles, and blockers for the team (1.7.3)

• Re-assess continually to ensure impediments, obstacles and blockers for the team are being addressed (1.7.4

• 5E Manage Changes

3.3 Evaluate and address external business environment changes for impact on scope

• Survey changes to external business environment (e.g., regulations, technology, geopolitical, market) (3.3.1)

• Assess and prioritize impact on project scope/backlog based on changes in external business environment (3.3.2)

• Recommend options for scope/backlog options (e.g., schedule, cost changes) (3.3.3)

• Continually review external business environment for impacts on project scope/backlog (3.3.4)

2.10 Manage project changes

• Anticipate and embrace the need for change (e.g., follow change management practices (2.10.1)

• Execute change management strategy according to the methodology (2.10.3)

• Determine a change response to move the project forward (2.10.4)

• 6A Project/Phase Closure

1.8 Negotiate project agreements

• Verify objective(s) of the project agreement is met (1.8.3)

2.17 Plan and manage project/phase closure or transitions

• Validate readiness for transition (e.g., operations team or next phase) (2.17.2)

• Conclude activities to close out project or phase (e.g., final lessons learned, retrospectives, procurement, financial, resources) (2.17.3)

• 6B Benefits Realization

3.2 Evaluate and deliver project benefits and value

• Document agreement on ownership for ongoing benefit realization (3.2.2)

• Verify measurement system is in place to track benefits (3.2.3)

• 6C Knowledge Transfer

2.16 Ensure knowledge transfer for project continuity

• Confirm approach for knowledge transfers (2.16.3)