chartered project professional (chpp) application guidance€¦ · deliver projects, programmes or...

Chartered Project Professional (ChPP)Application GuidanceHelping you to understand, decide and prepare for the Chartered Project Professional (ChPP) standard

32 The Chartered Project Professional Application Guidance

ContentsPage 3 Introduction

Page 4 Whybecomechartered?

Page 4 Areyoureadyforchartered?

Page 6 Theapplicationprocess

Page 9 Helpingyoutoprepare

Page 13 Theinterview

Page 15 Otherthingstonote

Page 17 Appendix1–Professionalpractice assessmentcriteria

Page 34 Appendix2–Technicalknowledge assessmentcriteria

BecomingaCharteredProjectProfessional(ChPP)willdemonstrateyourcommitmenttoprofessionalstandards,continuedprofessionaldevelopmentandethicalandprofessionalconduct.Itwillprovideassuranceforyouremployerandclientsandhelpraisetheprofileandvalueofprojectmanagementasaprofessionalpractice.

Thisguidancewillhelpyoutodecidewhenthetimeisrightforyoutoapplyandwillhelpyoutoprepareforanapplicationnoworatafuturedate.

IhopethatyouwilldecidetomakebecomingaChPPpartofyourcareerdevelopmentjourneyandwelookforwardtowelcomingyoutoanewcommunityofprojectprofessionals.

Debbie DoreChiefexecutiveofficer

32 Have a question? Need some help? Email [email protected]

IntroductionThisguidesetsouttohelpyoudothreethings:

Understandwhatbeingcharteredmeansforyouandtheprofession.

Decideifbecomingcharteredisrightforyounow,oratalaterdate.

Prepareyourapplication.

Ifyouaresuccessful,youwilljointheRegisterofCharteredProjectProfessionals.

Thecharteredstandardhasbeendesignedtobeaccessible,yetrigorouswithdifferentassessmentroutesaccordingtoqualifications,previousassessmentsandexperience.


Why become chartered?

For APM and the profession it means For you it means For employers it means

Enhanced status of project management

Raised standards of practice

Improved project outcomes

Better public understanding and confidence in what we do

Assurance and confidence for customers of project management services

Opening the door to collaboration with other professions

Personal recognition from your peers in project management and other professions

Enhanced CV to stand out in the job market

A framework for the development of your career

International recognition

Assurance for clients of high standards and ethical practice

Use of the post nominal ChPP

Increased understanding, helping you to work more effectively

Proof of a high standard of practice and ethical standards

Attracting the best talent by actively supporting chartered

A competitive edge

A ready-made framework for developing your people

Motivated team committed to continued professional development and ethics

Increased status of project management in organisations/clients and the public

Are you ready for chartered? Youareprofessionallyactivewithaproventrackrecordofdeliveringprojects,

programmes,portfoliosorakeycontrolorenablingfunction.

Theseprojects,programmesorportfoliosexhibitcharacteristicsofcomplexity.

Youhavetherequiredbreadthofprojectexperiencetomeettherequirementsoftenmandatoryandtwoelectivecompetences.

Youhaveanadvancedtechnicalknowledgeandareabletoconfidentlyevaluateandanalysetheoryofcurrentpracticesandmethods.

Youarecommittedtocontinuingprofessionaldevelopmentandanethicalwayofworking.

Wherever you see ‘project management’,

this includes people working in project,

programme or portfolio management, or in a

key control or enabling function such as PMO.


Technical knowledge means: an advanced technical knowledge and understanding of how to deliver projects, programmes and portfolios. You could think about this as the theory.

Professional practice means: being able to provide evidence of applying the technical knowledge (theory) to practice. You could think about this as experience.

Are you eligible?

Youneedtobe‘professionallyactive’.Thismeans:

a) havingaproventrackrecorddeliveringprojects,programmes,portfoliosorakeycontrolorenablingfunction;and

b) havingup-to-dateknowledgeofcurrentpracticesandmethods;and

c) beingactivelyinvolvedintheprojectmanagementprofession.

Ifthemajorityofevidenceprovidedinyourapplicationismorethanfiveyearsold,youcanstillapply,youwilljustneedtoexplainhowyoucontinuetomeetpointsb)andc)above.

What is being assessed?

Theapplicationprocessisdesignedtoassessthefollowingareas,soconsiderwhetheryoucanprovideevidenceofthisnoworifyouneedsomemoreexperienceorlearningfirst.Thereismoredetaillateronintheseguidancenotesaboutthecompetencesthatsupporttheseareas.Youwillneedtoshow:

Technical knowledge:advancedtechnicalknowledgeandunderstandingofhowtodeliverprojects,programmesorportfoliostakingintoaccountmanyinteractingfactorsanddifferentapproachesthatcouldbetaken.

Professional practice:successfulapplicationofthisknowledgetodeliverprojects,programmesorportfoliosthatinvolved:

Uncertaintyorconflictingobjectives.

Highlevelsofunpredictabilityorrisk.

Multipleworkpackages,projectsorprogrammes.

Multipleinterdependentstakeholders,possiblywithcompetinginterests.

Youwillneedtocommittoprofessionalethicsandshowcontinuingprofessionaldevelopment(CPD).Youwillalsoneedtwoproposerswhosupportyourapplication.

Forthefulldetailsofcompetencesthatwillbeassessed,pleaseseeAppendices1and2.

Thenextsectiontellsyouhowtoprovidetheevidencerequired.


The application process Theapplicationprocessisdesignedtobeasinclusiveaspossiblewithdifferentroutesaccordingtoyourqualifications,previousassessmentsandexperience.Thesamerequirementsfortechnicalknowledgeandprofessionalpracticeapplytoeveryonebuttheyaretestedindifferentways.

Therearethreeroutesandtheonlineapplicationprocesswillguideyouthroughaccordingtowhetheryouhavearecognisedassessmentandwhatitcovers.

Route 1:forthosewhohavearecognisedassessmentfortechnicalknowledge.

Route 2:forthosewhohavearecognisedassessmentfortechnicalknowledgeandprofessionalpractice.

Route 3:anexperientialrouteforthosewhodonothavearecognisedassessmentbutdomeettheeligibilitycriteria.


STAGE ONEDo you have a recognised assessment?

ROUTE 1 ROUTE 2 ROUTE 3

Yes, I have a recognised assessment for technical knowledge.

Yes, I have a recognised assessment for technical knowledge and professional practice.

No, I don’t have a recognised assessment but I meet the eligibility criteria and have the necessary experience.

Assessment of technical knowledge is via the recognised assessment that you hold.

Assessment of professional practice is via written submission and interview.

Assessment of technical knowledge and professional practice is via the recognised assessment that you hold.

Assessment of technical knowledge is via an extended interview.

Assessment of professional practice is via written submission and interview.

The next step is where you provide evidence of professional practice.

There are three steps to this part:

1 Decide which competences you are going to provide evidence for. The full list and more information is later on in these notes.

2 Give an overview (maximum 500 words) of up to four projects, programmes or portfolios that you will use to illustrate them.

3 Write up to 250 words for each competence, referring back to the project overviews.

The next step is where you provide evidence of professional practice.

There are three steps to this part:

1 Decide which competences you are going to provide evidence for. The full list and more information is later on in these notes.

2 Give an overview (maximum 500 words) of up to four projects, programmes or portfolios that you will use to illustrate them.

3 Write up to 250 words for each competence, referring back to the project overviews.

You will be asked to declare that you have kept up to date through CPD, give your proposers’ details and pay the application fee.

You will be asked to upload your CPD log (12 months), your proposers’ details and pay the application fee.

You will be asked to declare that you have kept up to date through CPD, give your proposers’ details and pay the application fee.

Your application will be assessed at this stage, and if successful you will be invited to interview.


If you are applying without a recognised assessment

you will be tested on your technical knowledge at

interview. Make sure that you have prepared for this.

A recognised assessment is one that has been reviewed and approved by APM, and meets the requirements of the chartered standard:

is at least at the required level for technical knowledge or professional practice;

is externally regulated by an approved body (such as Ofqual), or aligns to the quality requirements of ISO17024; and

covers a minimum number of mandatory and elective competences.

You can find the current list of recognised assessments here: apm.org.uk/chpp. You will need to upload your certificate when you apply.

*Can’tseeyourassessmentlisted?Don’tworry,youcanstillapplythroughtheexperientialrouteandprovideevidencethroughthewrittensubmissionandinterview.*

FindoutmoreaboutAPM’srecognisedassessmentschemeontheAPMwebsite.

STAGE TWOInterview

ROUTE 1 ROUTE 2 ROUTE 3

Up to one hour face-to-face interview (two assessors)*

Professional practice: validates your written submission.

Ethics.

A phone interview (one assessor) of up to 30 minutes.

CPD: discussion of competences related to

CPD.

Ethics.

Up to two hour face-to-face interview (two assessors)*

Professional practice: validates your written submission.

Technical knowledge: technical questioning to assess your breadth of knowledge.

Ethics.

A panel meets periodically to confirm results and award chartered status.

*ItmaybepossibletoarrangeaSkypeinterviewifyouareunabletoattendinperson.


Helping you to prepareAPMhascommissionedarangeofsupportservicesthatareavailabletomembersandnon-members.Findoutmorebyvisitingapm.org.uk/chpp.

Completing the form

YourapplicationwillbeonlineunlessyourequestaPDFformfromthecharteredteamintheAPMServiceDeliveryteam(contactinformationatthebottomofthispage).

Geteverythingtohandbeforeyoustart.Onceyoustarttheonlineapplicationyoucansaveitandcomebacksoyoudon’tneedtodoitallatonce.Thereisalsoan‘exporttoPDF’optionsoyoucanpulloffacopyforyourrecords.

Checklist Ifneeded:

Certificatesfromanyrecognisedassessments Projectoverviews

Twoproposers:nameandcontactinformationonly Evidenceofcompetences

Methodofpayment YourCPDrecord

IfyouarealreadyregisteredontheAPMwebsiteyouwillneedtologintobegin.Ifyouaren’talreadyregistered,itisquickandeasytodoso.Youwillbeaskedtoprovidesomebasicinformationtocompletetheregistrationprocess.

Theformhashelpavailableasyougobutifthisdoesn’tansweryourquestion,youcancontactthecharteredDeliveryteam.

Personal information

Youareaskedtoprovidesomebasicpersonalinformationsuchasanyprofessionalmembershipsandyouremployer(ifapplicable).Werespectyourinformationandwillonlyuseitinaccordancewithdataprotectionrulesandourprivacypolicy;thisisavailableonrequestandviatheonlinelinkwhenyouregister.

Recognised assessments

Selectanyrecognisedassessmentsfromthedrop-downlist.Thiswilldeterminethenextstepsoftheapplicationprocess.Youwillbedirectedautomaticallytothepartsyouneedtofillinnext.Ifyoudon’thavearecognisedassessmentyouwillgotothewrittensubmissionstageandtechnicalknowledgewillbetestedatinterview.

Bereadytouploadanyrelevantcertificates.

Thecurrentlistofrecognisedassessmentscanbefoundhere:apm.org.uk/recognisedassessment.

If you have an assessment that covers both technical knowledge and professional practice, you can skip the next section and go straight to the section on continuing professional development.

If your most recent assessment is more than five years old you will need to provide a statement showing how you have kept up to date with current practice and methods and been actively involved in the project management profession.

Once you start the online application you can save it and come back so you don’t need to do it all at once.


Project experience

Unlessyouhavearecognisedassessmentthatincludesprofessionalpractice,youwillneedtoprovideoverviewsofuptofourprojects,programmesorportfoliosthatgivethecontextualevidenceforyourprofessionalpracticeassessment.Youwillrefertoonlyoneofthesewhenyoucompletethecompetencesection,soitisimportanttodescribeaprojectthatwillgiveyouthebestchanceofmeetingtherelevantassessmentcriteria.Ifyouthinkyoucanmeetthemallfromoneproject,that’sfine,justgiveasmanyoverviewsasyouthinkyouneed,uptofour.

Thesewillbereferredtoasyourprojectexperienceasyourprojectexperiencethroughoutyourapplication.Showhowtheproject,programmeorportfoliodemonstratedthefollowingcharacteristics:

uncertaintyorconflictingobjectives;

highlevelsofunpredictabilityorrisk;

multipleworkpackages,projectsorprogrammes;

multipleinterdependentstakeholders,possiblywithcompetinginterests.

Youwillbeexpectedtowriteupto500wordsforeachprojectoverview.

If your most recent project, programme or portfolio is

more than five years old you will need to provide

a statement showing how you have kept up to date with current practice and

methods and been actively involved in the project

management profession.


Competence selection and assessment

Inthissectionyouwillshowhowyoumeetthecompetences.Mostaremandatorybuttherearealsosomechoices.Youwillneedtospendsometimethinkingabouttheevidenceyouwillneed–don’trushit.

Theelectiveselectionprovidestheopportunityforthoseinspecialistrolestodemonstratehowtheymeetthecharteredstandard.

Mandatory Nine competences

Plus your choice of either budgeting and cost control OR financial management

Elective Your choice of two from a list of 15

Total 12 competences

Foreachcompetenceassessed,youwillneedtocoveraminimumoffourprofessionalpracticeassessmentcriteriaacrossthecompetence.Statewhichproject,programmeorportfoliooverviewtheevidenceisfrom.ThecompetencesandassessmentcriteriacanbefoundinAppendix1.

Write up your project overviews and competence statements offline so that you can spell check, word count and edit them easily. Then simply cut and paste them into the application system.

Write your answers in the first person. “I did….”

Avoid jargon and company acronyms – remember the assessors won’t know your organisation so explain things as clearly as you can using plain English.

Proofread your application. It may help to go back to it the next day with a fresh pair of eyes before submitting.

Make sure your proposers are happy and know that they may be contacted.

Avoid theoretical answers or repeating the competence statements and assessment criteria.

IMPORTANT NOTE:Eachcompetencestatementmustrelatetooneproject,programmeorportfoliodetailedintheprojectexperiencesection.Youcan’trefertomorethanoneprojectexperiencewithinasinglecompetence.

Assessorswillbelookingforevidenceofhowyouhaveattainedanddemonstratedthecompetence,nothowyouhavemanagedotherstodoitsoyoushouldusethefirstperson,‘I’,inyourresponses.Allcompetencesmustberelatedtoyourownexperiencesoavoidmakingstatementsaboutanyteamorcorporateachievementswhichwerenotyourown,anyrestatementoftheassessmentcriteria,orcoverageofknowledgeandtheory.

Eachofyouranswerscanbeupto250words.


Continuing Professional Development (CPD)

Yourdevelopmentasaprojectprofessionalwillcontinuethroughoutyourcareerandyoumustmakeacommitmenttokeepinguptodate.

Youwillneedtohavecompleted35hoursofCPDinthe12monthsuptoyourapplicationandconfirmthatyouwillmaintainthiseveryyear.AllCPDmustmeettherequirementsofAPM’sCPDschemewhichcanbefoundhere:apm.org.uk/cpd.

YoucanusetheAPMCPDlog,butthisisnotmandatoryprovidedyoumeetthenecessaryrequirements.Thisincludesastatementontheareasyouwouldliketodevelopfurtheroverthenext12months.

Your proposers

Youmustprovidecontactdetailsfortwoproposerswhocansupportyourapplication.Proposerscouldbeanotherprojectprofessionaloryourlinemanagerbutcan’tbeafamilymember.

YourproposersshouldbelieveyouaresuitableforconsiderationforChPPandbehappytoconfirmthisifcontactedbyAPM.

Code of Professional Conduct and online directory

Inthissectionyouwillbeaskedtoconfirmthatyouhaveread,understoodandwillabidebyAPM’sCodeofProfessionalConduct:apm.org.uk/codeofconduct.Thiswilldemonstrateyourcommitmenttotheprofessionandethicalbehaviour,andyourwillingnesstosupportothers.

Youwillalsobeaskedif,subjecttoyourapplicationbeingsuccessful,youwouldlikeyournametobepublishedontheAPMwebsite.

CPD: Things you might want to consider could

include: work-based learning; distance learning;

special work projects, writing technical papers;

mentoring; voluntary work; association activities or

committee work; promoting project management to

young people; seminar/conference presentations;

any relevant course or private study.

CPD

Youwilleitherhavetouploadyourrecordorself-declare(seesectionaboveontheapplicationprocess)

APMwilldoanannualauditofasampleofChPPCPDrecords.


The interviewIfyourfirststageapplicationissuccessful,youmaybeinvitedtointerview.

Theinterviewisamandatorypartoftheassessmentprocessforallapplicants.Itisbasedontheinformationyouprovideinyourapplicationandwillvalidateandexploreyourresponses.Seetheearlierstep-throughoftheapplicationprocessonpageeighttocheckwhatyourinterviewwillcover.

Interviewsmayberecordedorobservedforqualityassurancepurposeswiththeapplicant’spermission.

Theinterviewerswillmaketheirjudgementsbasedsolelyontheinformationinyourapplicationandyourperformanceduringtheinterview.

InterviewersareexperiencedassessorsandunderstandtherequirementsandcriteriaforChPP.Youwilleachbetoldoneanother’snameinadvanceoftheinterviewtoidentifyandpreventanyconflictsofinterest.Theywon’tnecessarilybematchedtoyourmarketsectororareaofexpertise,butwillgiveaverybriefintroductionofthemselvesforyourbenefitbeforetheinterview.

Interview format

Theinterviewformatwilltaketheformofadiscussion.Therearenotrickquestionsandyoushouldstructureyourresponsestoquestionsusing‘I’not‘we’or‘theteam’.Theinterviewerswillbeseekingtounderstandyourevidence.Appendix2summarisesthetechnicalknowledgeassessmentcriteriainterviewerscanselectfrom.

Route 1 interviews

Yourinterviewwillbeconductedbytwoassessorsandthepurposeoftheinterviewistoexploreandvalidateyourwrittensubmission.Youareexpectedtoprovidedetailedandspecificanswersaboutactualeventsrelatingtoevidenceinyourapplication.Youwillbeasked:

clarificationquestionsonyourprojectoverviews(ifapplicable);

clarificationquestionsonyourprofessionallyactivestatement(ifapplicable);

questionsonsixcompetenceareasfromyourwrittensubmission(theseareasarechosenbytheassessors);

questionsonethics;

finally,ifyouhaveanyadditionalevidenceyouwouldliketoaddtosupportyourapplication–youhaveuptofiveminutestoprovidethis.

Keep a copy of your application for your records and to review before the interview stage. There is an ‘export to PDF’ link on each page of the online application form.

You can find the technical knowledge assessment criteria in Appendix 2.


Route 2 interviews

Yourinterviewwillbeconductedbyoneassessorand,asyoualreadyholdarecognisedassessmentfortechnicalknowledgeandprofessionalpracticethepurposeoftheinterviewistoexplorecurrency,ethicsandCPD.Youwillbeasked:


clarificationquestionsonyourCPDsubmission(ifapplicable);

questionsonhowtheCPDyouhaveundertakenrelatestoaselectionofmandatorycompetencesand/orexamples,withinthepastfiveyears,whereyouhaveusedaselectionofmandatorycompetenceswithinyourprojectmanagementrelatedactivity;

questionsonethics;


Route 3 interviews

Yourinterviewwillbeconductedbytwoassessorsandthepurposeoftheinterviewistoexploreandvalidateyourwrittensubmissionaswellasassesstechnicalknowledge.Youareexpectedtoprovidedetailedandspecificanswersaboutactualeventsrelatingtoevidenceinyourapplicationwithregardstoprofessionalpractice.Thetechnicalknowledgequestionsaredesignedtoassessyourbreadthofknowledgeagainstthecriteriaandanswerstothesequestionsdonotspecificallyhavetorelatetoyourownexperience.Youwillbeasked:

clarificationquestionsonyourprojectoverviews(ifapplicable);


questionsonsixcompetenceareasfromyourwrittensubmissioninrelationtoprofessionalpractice(theseareasarechosenbytheassessors);

questionsonfourcompetenceareasfromyourwrittensubmissioninrelationtotechnicalknowledge(theseareasarechosenbytheassessors);

questionsonethics;



What happens next?

Yourassessorswillmakearecommendationwhichwillthenbereferredtoapanelforapproval.Youwillthenbeinformedoftheoutcome.

Ifyouaresuccessful,youwillreceivealetterandacertificatefromAPMconfirmingyourachievementwithineightweeksfromthedateofinterview.YournamewillbeincludedontheRegisterofCharteredProjectProfessionals.

YournamewillbepublishedontheAPMwebsiteifyouhavegivenpermissionforustodoso.

Ifyourapplicationisnotsuccessful,wewillwritetoyouandexplainthereasonforthedecision.Youwillbegivenfeedbackandguidancetohelpyoutoresubmit.

Ifunsuccessfulatinterviewyouwillhavetostarttheapplicationprocessagain,includingyourwrittensubmission.

Other things to note

Confidentiality

APManticipatesthatyoushouldbeabletoprovidethisinformationatalevelofdetailthatdoesnotbreachanynecessaryconfidentiality.However,pleasenotethatallassessorshavesignedconfidentialityagreements.

Register and directory

APMwillmaintainaregistercontainingdetailsofallthosewhoholdtheCharteredProjectProfessionaldesignation.ThiswillbemanagedbyAPMforthepurposesofmeetingtherequirementsoftheRoyalCharterandthiswillnotbepubliclyavailable.Thoseontheregisteralsohavetheoptiontohavetheirnamesonapublicdirectory.Youcanoptinoroutofhavingyournamedisplayedonthedirectory.

Special arrangements

Medical and mobility

APMiscommittedtopromotingapositiveattitudetowardspeoplewithspeciallearningandadditionalneeds.Ithasagreatdealofexperienceinfacilitatingindividualrequirementsandtailoringadjustmentswiththeaimofremovinganyunfairdisadvantagethatanindividualmayencounterasaconsequenceoftheirmedicalcondition.


Accesstothefacilitiesorarrangementsdescribedherecanbegrantedtoapplicantswithdisabilities/learningdifficultieswhoapplytothecharteredDeliveryteam.Adispensationmaybeallowedforapplicantswithamedicalorphysicalconditionthatpreventsthemfromcompletingtheassessmentwithinthenormalregulations.

Other aids/equipment available

Largeprintpapersmaybeproducedwhererequiredwithpriorarrangementwiththecharteredteam.

Forassistancewithanyoftheabove,orforanyotherrequirements,[email protected].

Assessment Results Enquiries/Appeals

byattendingtheinterviewcandidatesareconfirmingthattheyarefittodoso:noappealswillbeheardconcerningacandidate’swellbeingduringtheinterview.Forfurtherinformationvisitusatapm.org.uk/apm-feedback-and-complaints-process/assessment-results-enquiry-process/

FAQs

Foralistoffrequentlyaskedquestions,pleasevisittheAPMwebsiteat:apm.org.uk/chpp.


Appendix 1:

Professional practice assessment criteria for written submission

Note:Ifyouarecurrentlyansweringthewrittensubmissiononprofessionalpracticethesearetheassessmentcriteria.


Competence Professional practice assessment criteria Additional guidance

1a Budgetingandcostcontrol

Youneedtodemonstrateaminimum of four of the following assessment criteria toshowthatyoucan:

PP1.1 establishestimatesfordifferentcostsassociatedwithaproject

PP1.2 establishandagreeanoverallbudgetforaproject

PP1.3 applymetricstoestablishcosttrendswithinaproject

PP1.4 updateandrefinebudgetallocationsbasedonacostanalysisthroughthechangecontrolprocess

PP2.1 setupfundingdrawdownarrangementsbasedonanappropriatelyandaccuratelyinformedcashflowforecast

PP2.2 producefinancialreportsforstakeholdersbasedoneffectivefinancialperformancemonitoring

PP2.3 ensurethecompletionofallfinancialtransactionsbeforetheclosureofaprojectandproducefinalfinancialreportsonthefinancialperformanceofaprojectfordistributiontoallstakeholders

Tomeettheminimumfourassessmentcriteriainthisinstance,youcould,forexample,provideexamplesfromoneoftheprojectswithinyourprojectexperience,andexplainhowyouestablishedestimatesfordifferentcostsassociatedwiththeproject,appliedmetricstoestablishcosttrends,producedfinancialreportsbasedoneffectivefinancialperformancemonitoring,andensuredthecompletionofallfinancialtransactionsbeforetheclosureofaprojectandproducedfinalfinancialreportsonthefinancialperformanceoftheproject.

1bFinancialmanagement


PP1.1 adoptaconsistentapproachtotheinvestmentappraisalofaprogrammeorportfolioinlinewithorganisationalpractice

PP1.2 ensureaconsistentapproachtoestimatingisusedacrosstheprogrammeorportfolio

PP1.3 establishcontrollimitsforthereportingandapprovalofbudgetvariances

PP1.4 establisharrangementsforthereleaseoffundsatappropriatestagesinaprogrammeorportfolio

PP2.1 determinecapitalandrevenueexpenditureforaprogrammeorportfolioensuringalignmentwiththeorganisation’sfinancialplan

PP2.2 establishfinancialreportingmilestonesandreviewsforaprogrammeorportfolio

PP2.3 producefinancialprogressreportsbasedonthefinancialinformationrelatedtoaprogrammeorportfolio

PP2.4 adjustafinancialplanbasedontheprogressofachangeinitiativeandassociatedfinancialreviews

Tomeettheminimumfourassessmentcriteriainthisinstance,youcould,forexample,provideexamplesfromoneoftheprogrammesorportfolioswithinyourprojectexperience,andexplainhowyouensuredaconsistentapproachtoestimatingacrosstheprogrammeorportfolio,establishedcontrollimitsforthereportingandapprovalofbudgetvariances,establishedfinancialreportingmilestonesandreviews,andadjustedthefinancialplanbasedontheprogressofachangeinitiativeandassociatedfinancialreviews.

Mandatory competences Youmustcompletestatementsagainstthemandatorycompetences,andselecteither1aBudgetingandcostcontrol,OR 1bFinancialmanagement.



2 Changecontrol Youneedtodemonstrateaminimum of four of the following assessment criteria toshowthatyoucan:

PP1.1 establish,implementandmaintainanappropriatechangecontrolprocess

PP1.2 captureandrecordproposedchangestotheagreedscopeandobjectivesoftheproject

PP1.3 determinethehigh-levelimpactofproposedchangestothescopeandobjectivesofaprojectincludingreferencetorelevantsources

PP1.4 useatrendanalysistoimprovethefutureperformanceofprojects

PP2.1 reachjustifiedrecommendationsontheapproval,rejectionordeferralofproposedchangestoaproject

PP2.2 updateplansandschedulestoreflectapprovedchangestoaprojectensuringconfigurationmanagementisused

PP2.3 communicateimplementedchangestorelevantstakeholders

Tomeettheminimumfourassessmentcriteriainthisinstance,youcould,forexample,provideexamplesfromoneoftheprojectswithinyourprojectexperience,andexplainhowyouestablished,implementedandmaintainedthechangecontrolprocess,undertookanimpactanalysiswithinputfromothers,developedrecommendationsonhowtoaddressthechangesandgainedapprovalforthese,andcommunicatedthese.

3 Conflictmanagement

Youneedtodemonstrateaminimum of four of the following assessment criteriatoshowthatyoucan:

PP1.1 takeaproactiveapproachtoidentifyandaddresspotentialconflictsituationswhichmayimpactonaproject

PP1.2 takeanimpartialapproachtoinvestigatingthecauseofconflict

PP1.3 evaluateandimplementconflictmanagementmeasuresincludingtheroleofcolleaguesandspecialists

PP1.4 monitortheextenttowhichconflictmanagementmeasuresaresuccessful

PP2.1 supportotherstoresolveconflict

PP2.2 respondappropriatelyandpromptlytoconflictsituationswhereinterventionisrequired

PP2.3 resolveconflictgivingduerespecttotheviews,opinionsandconcernsofallparties

Tomeettheminimumfourassessmentcriteriainthisinstance,youcould,forexample,provideexamplesfromoneoftheprojectswithinyourprojectexperience,andexplainhowyoutookaproactiveapproachtoidentifyandaddresspotentialconflictsituationswithmayhaveimpactedonyourproject,evaluatedandimplementedconflictmanagementmeasuresincludingtheroleofcolleaguesandspecialists,supportedotherstoresolveconflict,andresolvedconflictgivingduerespecttotheviews,opinionsandconcernsofallparties.

Mandatory competences



4 Consolidatedplanning

Youcanevidencethisacrossanumberofassessmentcriteria.Youneedtodemonstrateaminimum of four of the following assessment criteriatoshowthatyoucan:

PP1.1 complywithorganisationalpracticewhenestablishingthestructureandformatofaneffectiveconsolidatedplan

PP1.2 considerconstraints,assumptions,dependenciesandgovernancearrangementswhencreatingaconsolidatedplan

PP1.3 includeorrefertootherrelevantplansanddocumentation

PP1.4 createaconsolidatedplanwhichbalancesthefundamentalcomponentsofthatplantomeettherequirementsofaprojectandensureformalacceptance

PP2.1 applyconfigurationmanagementtoaplanonceithasbeenformallyaccepted

PP2.2 continuallymonitortheprogressofachangeinitiativeagainsttheconsolidatedplan

PP2.3 adjusttheconsolidatedplanutilisingachangecontrolprocess

Tomeettheminimumfourassessmentcriteriainthisinstance,youcould,forexample,provideexamplesfromoneoftheprojectswithinyourprojectexperience,andexplainhowyouconsideredconstraints,assumptions,dependenciesandgovernancearrangementswhencreatingaconsolidatedplan,includedorreferredtootherrelevantplansanddocumentation,appliedconfigurationmanagementtotheplanonceithadbeenaccepted,andadjustedtheplanmakinguseofchangecontrol.

5 Governancearrangements


PP1.1 definereporting,decision-makinghierarchiesandlevelsofauthorityforaproject

PP1.2 establishtherelationshipbetweenaproject’sgovernanceandorganisation’sgovernancestructures

PP1.3 designtheprojectgovernancestructuretakingintoaccountcontext,complexityandpotentialimpact

PP2.1 ensureclarityofownershipandlevelsofauthoritybyagreeingtheresponsibilitiesandaccountabilitieswithrelevantindividuals

PP2.2 ensureeffectivereportinganddecisionmakingthroughmaintainedgovernancestructures,staffingandmaintenanceofapprovedreportinganddecisionmaking

Tomeettheminimumfourassessmentcriteriainthisinstance,youcould,forexample,provideexamplesfromoneoftheprojectswithinyourprojectexperience,andexplainhowyoudefinedreporting,decision-makinghierarchiesandlevelsofauthorityfortheproject,designedtheprojectgovernancestructuretakingintoaccountcontext,complexityandpotentialimpact,ensuredclarityofownershipandlevelsofauthoritybyagreeingtheresponsibilitiesandaccountabilitieswithrelevantindividuals,andensuredeffectivereportinganddecisionmakingthrough




6 Leadership Youneedtodemonstrateaminimum of four of the following assessment criteriatoshowthatyoucan:

PP1.1 selectanappropriateleadershipstylebasedonthesituationand/orcontext

PP1.2 collaboratewithotherstomaintainthemomentumofaproject

PP1.3 encourageotherstoadoptbehaviourswhichbuildtrust,confidenceandcollaborationwithinandbetweenteams

PP1.4 establishenvironmentswhichpresentopportunitiesforempoweredandautonomousworking

PP2.1 maintainateam’sunderstandingof,andcommitmenttothevision,valuesandobjectivesofaprojectthrougheffectiveandopencommunication

PP2.2 facilitateopendiscussiontosupporttheidentificationofpotentialorrealdifficultiesandchallengestodeliveringasuccessfulproject

PP2.3 addressdifficultiesandchallengeseffectivelyandinatimelymanner

Tomeettheminimumfourassessmentcriteriainthisinstance,youcould,forexample,provideexamplesfromoneoftheprojectswithinyourprojectexperience,andexplainhowyouselectedanappropriateleadershipstylebasedonthesituationand/orcontext,encouragedotherstoadoptbehaviourswhichbuilttrust,confidenceandcollaboration,maintainedtheteam’sunderstandingof,andcommitmenttothevision,valuesandobjectivesoftheprojectthrougheffectiveandopencommunication,andaddresseddifficultiesandchallengeseffectivelyandinatimelymanner.

7 Reviews Youneedtodemonstrateaminimum of four of the following assessment criteriatoshowthatyoucan:

PP1.1 considerfactorswhichneedtobeevaluatedduringareview

PP1.2 establishandimplementascheduleofreviewsincorporatingkeymilestonesduringandafteraproject

PP1.3 obtainappropriateinformationfromvalidsourcestoinformthereview

PP2.1 maintainrecordsofanydeviationsfromplanstoincludereasonsforandresponsestothedeviations

PP2.2 communicatetheoutcomesofreviewstorelevantstakeholders

PP2.3 confirmstakeholderunderstandingandacceptanceofproposedactions

PP2.4 implementagreedactionsandupdatelessonslearnedlog

Tomeettheminimumfourassessmentcriteriainthisinstance,youcould,forexample,provideexamplesfromoneoftheprojectswithinyourprojectexperience,andexplainhowyouconsideredfactorswhichneededtobeevaluatedduringareview,obtainedappropriateinformationfromvalidsourcestoinformthereview,communicatedtheoutcomesofreviewstorelevantstakeholders,andimplementedagreedactionsandupdatedthelessonslearnedlog.




8 Riskandissuemanagement


PP1.1 continuallyidentifyrisksandissueswithinaproject

PP1.2 createariskmanagementplanincludingpotentialimpactandsuitableresponses

PP1.3 recordsissues,howtheywereresolved,andtheirimplicationstoinformplanningforfutureprojects

PP1.4 transfer,acceptoravoidunresolvedrisksattheendofaproject

PP2.1 Assesstheprobabilitiesandimpactsoftheriskswithinaprojectandplantheirresponses

PP2.2 Assessandplanresponsestoissues

PP2.3 implementresponsestorisksandissues,addressinganyimplicationsforthefutureincludingescalation

Tomeettheminimumfourassessmentcriteriainthisinstance,youcould,forexample,provideexamplesfromoneoftheprojectswithinyourprojectexperience,andexplainhowyoucontinuallyidentifiedrisksandissueswithintheproject,createdariskmanagementplanincludingpotentialimpactandsuitableresponses,assessedtheprobabilitiesandimpactsoftherisksandplannedtheirresponses,implementedresponsestorisksandissues,addressinganyimplicationsforthefutureincludingescalation.

9 Stakeholderandcommunicationsmanagement


PP1.1 determinestakeholderinterests,requirementsandlevelsofinfluenceforaproject

PP1.2 producestakeholdermanagementandcommunicationplans

PP1.3 monitortheeffectivenessofstakeholdermanagementandcommunicationplans

PP1.4 adjuststakeholdermanagementandcommunicationplanstorespondtoanychangingneedsoftheproject

PP2.1 employrelevantcommunicationmethodsandmediatomeetstakeholderrequirementsandexpectations

PP2.2 disseminateclear,timelyandrelevantinformationtostakeholders

PP2.3 obtain,andrespondto,feedbackfromstakeholderswhichmayhaveanimpactonaproject

Tomeettheminimumfourassessmentcriteriainthisinstance,youcould,forexample,provideexamplesfromoneoftheprojectswithinyourprojectexperience,andexplainhowyoudeterminedstakeholderinterests,requirementsandlevelsofinfluenceforaproject,monitoredtheeffectivenessofstakeholdermanagementandcommunicationplans,employedrelevantcommunicationmethodsandmediatomeetstakeholderrequirementsandexpectationsanddisseminatedclear,timelyandrelevantinformationtostakeholders.




10 Teammanagement


PP1.1 agreeteamobjectivesandwaysofworkingtoachievethevisionandgoalsofaproject

PP1.2 acknowledgeslevelsofperformancethroughconstructivefeedbacktoindividualsandteams

PP1.3 adoptaproactiveapproachtocommunicationtoestablishnetworksofsupportandfacilitateeffectivedelegation

PP2.1 meetthedemandsofaprojectthroughbalancingindividualandteamneeds

PP2.2 provideopportunitiesforcoachingandmentoringtomembersofateam

PP2.3 addressperformanceissueslikelytonegativelyimpactonthesuccessofaproject

Tomeettheminimumfourassessmentcriteriainthisinstance,youcould,forexample,provideexamplesfromoneoftheprojectswithinyourprojectexperience,andexplainhowyouagreedteamobjectivesandwaysofworkingtoachievethevisionandgoalsoftheproject,adoptedaproactiveapproachtocommunicationtoestablishnetworksofsupportandfacilitatedeffectivedelegation,metthedemandsoftheprojectthroughbalancingindividualandteamneeds,andaddressedperformanceissuesthatwerelikelytonegativelyimpactonthesuccessoftheproject.




11 Assetallocation Youneedtodemonstrateaminimum of four of the following assessment criteriatoshowthatyoucan:

PP1.1 Determinechangesrequiredbytheorganisation’sstrategicobjectives

PP1.2 categoriserelatedprojectsandprogrammesinrelationtoanorganisation’sstrategicobjectives

PP1.3 maptheintendedoutputs,outcomesandbenefitsofrelatedprojectsandprogrammestoanorganisation’sstrategicobjectives

PP1.4 determinegapswhichmayexistinthealignmentofrelatedprojectsandprogrammes,eithercurrentorproposed,tostrategicobjectives

PP1.5 establishappropriatemeasurestocomparethelikelyvalueof,bothcurrentandproposed,relatedprojectsandprogrammestoanorganisation’sstrategicobjectives

PP2.1 useappropriatemeasurestoprioritiserelatedcurrentandproposedprojectsandprogrammes

PP2.2 considertheavailabilityoffinanceandotherresourceswhenapplythesemeasures

PP2.3 recommendwhetherprojectsandprogrammesshouldbeinitiated,maintainedorclosedtomaintainabalancedportfolio

PP2.4 communicateappropriatelyandeffectivelytostakeholdersanyrecommendationssodecisionmakingisadequatelyinformed

Tomeettheminimumfourassessmentcriteriainthisinstance,youcould,forexample,provideexamplesfromoneoftheprogrammesorportfolioswithinyourprojectexperience,andexplainhowyoudeterminedchangesrequiredbytheorganisation’sstrategicobjectives,mappedtheintendedoutputs,outcomesandbenefitsofrelatedprojectsandprogrammestoanorganisation’sstrategicobjectives,establishedappropriatemeasurestocomparethelikelyvalueof,bothcurrentandproposed,relatedprojectsandprogrammestotheorganisation’sstrategicobjectives,andconsideredtheavailabilityoffinanceandotherresourceswhenapplyingthesemeasures.

Elective competences



12Benefitsmanagement


PP1.1 demonstratehowtheintendedbenefitsrelatetostrategicobjectives

PP1.2 establishmeasurablebenefitswhicharemeaningfultostakeholders

PP1.3 prioritiseachievementofbenefitsbasedontheirlevelofcontributiontostrategicobjectives

PP1.4 confirmdependenciesbetweenintendedbenefitsandtheoutputs,outcomesandrelatedbusinesschanges

PP2.1 createabenefitsmanagementstrategywhichconsiderspriorities,timescalesandresponsibilities,andmonitoringmethods

PP2.2 createabenefitsrealisationplanwhichconsidersfundingoptions,keyindicators,milestonesandreportingschedules

PP2.3 carryouteffectivemonitoringagainstthebenefitsrealisationplan

PP2.4 basedonmonitoringoutcomes,takeactiontohighlightrecommendedadjustmentstomaximisebenefitsrealisation

Tomeettheminimumfourassessmentcriteriainthisinstance,youcould,forexample,provideexamplesfromoneoftheprogrammesorportfolioswithinyourprojectexperience,andexplainhowyoudemonstratedhowtheintendedbenefitsrelatedtostrategicobjectives,prioritisedachievementofbenefitsbasedontheirlevelofcontributiontostrategicobjectives,createdabenefitsmanagementstrategywhichconsideredpriorities,timescalesandresponsibilities,andmonitoringmethods,carriedouteffectivemonitoringagainstthebenefitsrealisationplan,andtookactiontohighlightrecommendedadjustmentstomaximisebenefitsrealisationbasedonthemonitoringoutcomes.




13Businesscase Youneedtodemonstrateaminimum of four of the following assessment criteriatoshowthatyoucan:

PP1.1 determinetherelevantfactorswhichcouldinfluencethedevelopmentofaconvincingbusinesscase

PP1.2 supportapersuasiveargumentthrougheffectiveanalysisofrelevantfactors

PP1.3 establishabenefitsframeworkforabusinesscase

PP1.4 documentabusinesscaseinarelevantformat

PP2.1 gaininitialandongoingformalacceptanceofabusinesscase

PP2.2 monitorandrefineabusinesscaseascircumstancesandfactorschange

PP2.3 implementachangecontrolprocessandconfigurationmanagementsystemwhenupdatingabusinesscase

Tomeettheminimumfourassessmentcriteriainthisinstance,youcould,forexample,provideexamplesfromoneoftheprojectswithinyourprojectexperience,andexplainhowyousupportedapersuasiveargumentthrougheffectiveanalysisofrelevantfactors,documentedabusinesscaseinarelevantformat,gainedinitialandongoingformalacceptanceofthebusinesscase,andimplementedachangecontrolprocessandconfigurationmanagementsystemwhenupdatingthebusinesscase.

14Capabilitydevelopment

Youneedtodemonstratea minimum of four of the following assessment criteriatoshowthatyoucan:

PP1.1 conductaskillsanalysisonindividualswithinanorganisationtoidentifygapsincompetencesrequiredtodeliverasuccessfulchangeinitiative

PP1.2 developatraininganddevelopmentstrategyinrelationtoprojectmanagement

PP1.3 implementatraininganddevelopmentstrategyinrelationtoprojectmanagement

PP2.1 usetoolsandtechniquestodetermineanorganisation’scapabilitytosupportchangeinitiatives

PP2.2 applyrelevantcompetencymodelstoanorganisation’sworkforceinrelationtoprojectmanagement

PP2.3 monitorandevaluateorganisationallearningagainstobjectives

Tomeettheminimumfourassessmentcriteriainthisinstance,youcould,forexample,provideexamplesfromoneoftheprogrammesorportfolioswithinyourprojectexperience,andexplainhowyouconductedaskillsanalysisonindividualswithintheorganisationtoidentifygapsincompetencesrequiredtodeliverasuccessfulchangeinitiative,implementedatraininganddevelopmentstrategyinrelationtoprojectmanagement,appliedrelevantcompetencymodelstotheorganisation’sworkforceinrelationtoprojectmanagement,andmonitoredandevaluatedorganisationallearningagainstobjectives.




15Contractmanagement


PP1.1 effectivelymonitorsupplierperformanceagainstagreedcontractualobligations

PP1.2 ensuretheorganisationmeetsitscontractualobligationsthrougheffectivemonitoring

PP2.1 respondappropriatelytoensureallpartiescomplywiththetermsofacontract

PP2.2 managecontractvariancespromptlytoresolveanycontractualproblems

PP2.3 effectivelymanagesupplierrelationships

PP2.4 effectivelycloseacontractonceallcontractualobligationshavebeenmet

Tomeettheminimumfourassessmentcriteriainthisinstance,youcould,forexample,provideexamplesfromoneoftheprojectswithinyourprojectexperience,andexplainhowyoueffectivelymonitoredsupplierperformanceagainstagreedcontractualobligations,respondedappropriatelytoensureallpartiescompliedwiththetermsofthecontract,effectivelymanagedsupplierrelationships,andeffectivelyclosedthecontractonceallcontractualobligationshadbeenmet.

16Frameworksandmethodologies


PP1.1 analysepotentialframeworks/methodologiesforthemanagementofprojects

PP1.2 determineinternalandexternalcontextswhichcouldaffecttheuseofaframework/methodology

PP1.3 identifytheunderlyingframework/methodologyprinciplesthatwillsuitthemanagementofprojectswithintheorganisation

PP2.1 definetheprocesses,standardsandguidelinestoimplementtheframeworkand/ormethodologyoverthelifecycleofprojects,adoptingthesefromexistingsources,ordevelopingthemasrequired.

PP2.2 reflectonthestrengthsandlimitationsofaframework/methodologymakingrefinementsasrequiredbasedonexperience

Tomeettheminimumfourassessmentcriteriainthisinstance,youcould,forexample,provideexamplesfromoneoftheprojectswithinyourprojectexperience,andexplainhowyouanalysedpotentialframeworks/methodologiesforthemanagementoftheproject,determinedtheinternalandexternalcontextswhichcouldaffecttheuseofaframework/methodology,definedtheprocesses,standardsandguidelinestoimplementtheframeworkand/ormethodologyoverthelifecycleofprojects,adoptingthesefromexistingsources,ordevelopingthemasrequired,andreflectedonthestrengthsandlimitationsofaframework/methodology




17Independentassurance


PP1.1 effectivelyresourceindependentassuranceactivities

PP1.2 agreethescopeofandresponsibilitiesformanageableindependentassuranceactivities

PP1.3 prioritiseindependentassuranceactivitiesbasedonariskassessmentoftheprojects

PP2.1 conductindependentassuranceactivitiesmakingrecommendationsforcorrectiveactionwhererequired

PP2.2 maintaineffectivetwo-waycommunicationwithallstakeholderssuchthatcorrectiveactionisreportedandconcernsareaddressedpromptly

PP2.3 provideeffectiveadvice,guidanceandsupporttotheimplementationofrecommendations

PP2.4 analysepatternsofchangewhichcouldinformthefutureperformanceofprojects

Tomeettheminimumfourassessmentcriteriainthisinstance,youcould,forexample,provideexamplesfromoneoftheprojectswithinyourprojectexperience,andexplainhowyoueffectivelyresourcedindependentassuranceactivities,agreedthescopeofandresponsibilitiesformanageableindependentassuranceactivities,conductedindependentassuranceactivitiesmakingrecommendationsforcorrectiveactionwhererequired,andanalysedpatternsofchangewhichcouldinformhefutureperformanceofprojects.

18Procurement Youneedtodemonstrateaminimum of four of the following assessment criteriatoshowthatyoucan:

PP1.1 establishthetype,qualityandquantityoftheresourcerequirement

PP1.2 developdetailedspecificationsfortheprocurementofresourcesforaproject

PP1.3 evaluatetechnicalandcommercialoptionsforfulfillingtherequirements

PP1.4 agreeaprocurementplanwithrelevantstakeholders

PP2.1 negotiateandsecureinternalresourcestoeffectivelydeliveraproject

PP2.2 complywithorganisationalprocedureswhenselectingandnegotiatingwithsuppliersbasedonarigoroustenderingprocess

PP2.3 agreesviablecontractsandstatementsofworkinlinewithorganisationalrequirements

Tomeettheminimumfourassessmentcriteriainthisinstance,youcould,forexample,provideexamplesfromoneoftheprojectswithinyourprojectexperience,andexplainhowyouestablishedthetype,qualityandquantityoftheresourcerequirement,developeddetailedspecificationsfortheprocurementofresourcesfortheproject,agreedaprocurementplanwithrelevantstakeholders,andagreedviablecontractsandstatementsofworkinlinewithorganisationalrequirements.




19Qualitymanagement


PP1.1 establishagreedqualityindicatorsfortheprocessesandoutputsoftheprojectreferringtothebusinesscase

PP1.2 preparethequalitymanagementplanforaprojectthroughliaisonwithrelevantstakeholdersandinaccordancewiththeprocesses,cultureandvaluesoftheorganisation

PP1.3 createaqualityregisterforaproject

PP2.1 managetheprocessofqualityassuranceforaproject,toconfirmtheconsistentapplicationoftheproceduresandstandardsdefinedinthequalitymanagementplan.

PP2.2 managetheprocessofqualitycontrolforaprojecttodeterminewhethersuccesscriteriaaremet.

PP2.3 capturelessonslearnedduringaprojecttocontributetocontinualimprovement.

PP2.4 actionoutcomesfromthequalitymanagementprocess,implementingthechangecontrolprocesswhererequired.

Tomeettheminimumfourassessmentcriteriainthisinstance,youcould,forexample,provideexamplesfromoneoftheprojectswithinyourprojectexperience,andexplainhowyouestablishedagreedqualityindicatorsfortheprocessesandoutputsoftheprojectreferringtothebusinesscase,createdaqualityregisterfortheproject,managedtheprocessofqualitycontrolfortheprojecttodeterminewhethersuccesscriteriahadbeenmet,andactionedoutcomesfromthequalitymanagementprocess,implementingthechangecontrolprocesswhererequired.




20Requirementsmanagement


PP1.1 conductananalysisofstakeholderwantsandneedstoinformascheduleofrequirements

PP1.2 prioritisestakeholderwantsandneedsbasedoneffectiveresearch

PP1.3 througheffectiveresearch,determinedependenciesandconstraintswithinaprojectwhichmayinfluencetheapproachto,andoutcomesof,thatproject

PP1.4 confirmtheoutcomesofallresearchthroughinternaland/orexternalexperts

PP2.1 produceafinalscheduleofrequirementsbasedoneffectivenegotiationwithstakeholders

PP2.2 clearlydocumenttherequirementsagreedwithinthescheduleofrequirements

PP2.3 adjustthescheduleofrequirementsduringtheprojectifrequiredusingthechangecontrolprocess

Tomeettheminimumfourassessmentcriteriainthisinstance,youcould,forexample,provideexamplesfromoneoftheprojectswithinyourprojectexperience,andexplainhowyouconductedananalysisofstakeholderwantsandneedstoinformascheduleofrequirements,confirmedtheoutcomesofallresearchthroughinternaland/orexternalexperts,producedafinalscheduleofrequirementsbasedoneffectivenegotiationwithstakeholders,andclearlydocumentedtherequirementsagreedwithinthescheduleofrequirements.




21Resourcecapacityplanning


PP1.1 establishresourcerequirementsforeachproject

PP1.2 determinewhererelatedprojectshavedependenciesandsimilardeadlines,takingaccountofthescheduleforrealisationofbenefits

PP1.3 assessthetotalresourcecapacityforthedurationofallrelatedprojects

PP1.4 phasetherelatedprojectstofullyoptimiseresourceusagetakingaccountofopportunitiesforsharedinfrastructuresand/orprocurement

PP1.5 buildcontingenciesintorelevantresourceplans

PP2.1 establishreportingrequirementsandschedulesforrelevantprojectmanagers

PP2.2 informthedirectionofprojectactivitiesthrougheffectiveschedulingofphases,milestonesandreviewpoints

PP2.3 prepareanddeliveroverallprogressreportstorelevantstakeholders

Tomeettheminimumfourassessmentcriteriainthisinstance,youcould,forexample,provideexamplesfromoneoftheprogrammesorportfolioswithinyourprojectexperience,andexplainhowyouestablishedresourcerequirementsforeachproject,assessedthetotalresourcecapacityforthedurationofallrelatedprojects,builtcontingenciesintorelevantresourceplans,andpreparedanddeliveredoverallprogressreportstorelevantstakeholders.




22Resourcemanagement


PP1.1 establishresourcerequirementforallactivitiesandeventswithinaproject

PP1.2 determineinternalandexternalresourceswhichareavailabletosupportthedeliveryofaprojectandanydependenciesbetweenthoseavailabilities

PP1.3 prepareascheduleforresourceuse,reconcilingresourcelimitsandtimeconstraintsbyapplyingresourcesmoothingand/orlevelling

PP2.1 monitorresourceuseagainstthescheduleduringtheprojectandidentifyvariancesthatrequireaction

PP2.2 refinearesourcescheduleusingthechangecontrolprocess

Tomeettheminimumfourassessmentcriteriainthisinstance,youcould,forexample,provideexamplesfromoneoftheprojectswithinyourprojectexperience,andexplainhowyouestablishedtheresourcerequirementsforallactivitiesandeventswithintheproject,determinedinternalandexternalresourceswherewereavailabletosupportthedeliveryoftheprojectandanydependenciesbetweenthoseavailabilities,monitoredresourceuseagainstthescheduleduringtheprojectandidentifiedvariancesthatrequiredaction,andrefinedtheresourcescheduleusingthechangecontrolprocess.

23Schedulemanagement


PP1.1 define,inappropriatedetail,activitiesandeventstobecompletedduringaproject

PP1.2 determinerelationshipsanddependenciesbetweenactivitiesandevents,andtheirimplicationstotheorganisation

PP1.3 developdurationestimatesandcriticaldatesforeachactivityandevent

PP2.1 accuratelydocumentascheduleofphases,milestonesandreviewpointsforaproject,sufficienttoinformthedirectionofworkandthemonitoringofprogress

PP2.2 refinesascheduleofactivitiesbasedoneffectivemonitoring,implementingthechangecontrolprocesswhenrequired

Tomeettheminimumfourassessmentcriteriainthisinstance,youcould,forexample,provideexamplesfromoneoftheprojectswithinyourprojectexperience,andexplainhowyoudefined,inappropriatedetail,activitiesandeventstobecompletedduringtheproject,developeddurationestimatesandcriticaldatesforeachactivityandevent,accuratelydocumentedascheduleofphases,milestonesandreviewpointsfortheproject,sufficienttoinformthedirectionofworkandthemonitoringofprogress,andrefinedthescheduleofactivitiesbasedoneffectivemonitoring,implementingthechangecontrolprocesswhererequired.




24Solutionsdevelopment


PP1.1 useappropriatetoolsandtechniquestoidentifyoptionstodelivertherequirementsforaproject

PP1.2 useappropriatetoolsandtechniquestoevaluateandselectoptionstodelivertherequirementsforaproject

PP1.3 documenttherequirementsandselectionoptionfordeliveryoftheproject

PP2.1 implementaneffectivemonitoringprocess

PP2.2 refinedeliveryoptionsasrequiredandimplementthechangecontrolprocessupdatingtheconfigurationmanagementsystemasandwhenrequired

Tomeettheminimumfourassessmentcriteriainthisinstance,youcould,forexample,provideexamplesfromoneoftheprojectswithinyourprojectexperience,andexplainhowyouusedappropriatetoolsandtechniquestoidentifyoptionstodelivertherequirementsfortheproject,documentedtherequirementsandselectionoptionfordeliveryoftheproject,implementedaneffectivemonitoringprocess,andrefineddeliveryoptionsasrequiredandimplementedthechangecontrolprocessupdatingtheconfigurationmanagementsystemasandwhenrequired.

25Transitionmanagement


PP1.1 determinekeystaffrequiredtosupportatransitionprocess

PP1.2 establishthelogisticrequirementstosupportatransitionprocess

PP1.3 determinetheknowledgetransferrequirementsforatransitionprocess

PP1.4 createatransitionplanwherepriorities,potentialdisruptionandoutputownershiparekeyconsiderations

PP2.1 negotiatewithstakeholderstogainagreementonthetransitionprocessplan

PP2.2 negotiatewithstakeholderstogainagreementonstaffingsolutions,logisticsandknowledgetransferrequirements

PP2.3 establishabenefitreviewprocesstomonitorbenefitsrealisationwhichmeetstherequirementsofrelevantstakeholders

Tomeettheminimumfourassessmentcriteriainthisinstance,youcould,forexample,provideexamplesfromoneoftheprojectswithinyourprojectexperience,andexplainhowyoudeterminedkeystaffrequiredtosupportthetransitionprocess,establishedthelogisticrequirementstosupportthetransitionprocess,createdatransitionplanwherepriorities,potentialdisruptionandoutputownershipwerekeyconsiderations,andnegotiatedwithstakeholderstogainagreementonstaffingsolutions,logisticsandknowledgetransferrequirements.



Appendix 2:

Technical knowledge assessment criteria for interview (if required)

Note:Ifyouarecurrentlypreparingforyourroutethreeinterviewincludingtechnicalknowledgethesearetheassessmentcriteria.


Competence Technical knowledge assessment criteria Additional guidance

1aBudgetingandcostcontrol

Youneedtoshowthatyoucan:

TK1.1 evaluatecosttrackingtoolsandtechniques

TK1.2 evaluatethelimitationsofcostestimationinthecontextofaproject

TK1.3 discussthevalueofcostanalysistoaproject

TK2.1 evaluatetheimportanceofcashflowandcashflowforecastsinthecontextofaproject

TK2.2 suggestwhythemonitoringofthefinancialperformanceofaprojectisimportanttoprojectobjectives

Theinterviewisyouropportunitytodemonstrateevidenceofyourknowledgeinresponsetoquestionsfromtheassessoraboutyourunderstandingofprojectmanagementprinciples.Forexample,forthefirstcriterion,thiscouldtaketheformofexplainingwhyacertainmodelcouldbeusedoveranother,demonstratingevaluationofcosttrackingtoolsandtechniques.

1bFinancialmanagement


TK1.1 criticallyevaluatemethodsforproducinganeffectiveinvestmentappraisaltoaprogrammeorportfolio

TK1.2 evaluatetheimportanceofdifferinglevelsoffinancialaccountabilityinaprogrammeorportfolio

TK1.3 analysesourcesandimpactofestimationbias

TK2.1 evaluatetheimportanceofaligningthefinancialplanofaprogrammeorportfoliotoanoverallfinancialplan

TK2.2 analysetheextenttowhichadjustingafinancialplanwouldbebeneficialtoaprogrammeorportfolioandthesourcesrequiredtodothis

Theinterviewisyouropportunitytodemonstrateevidenceofyourknowledgeinresponsetoquestionsfromtheassessoraboutyourunderstandingofprojectmanagementprinciples.Forexample,forthefirstcriterion,thiscouldtaketheformofexplainingwhyacertainmethodcouldbeusedoveranother,demonstratingcriticalevaluationofmethodsforproducinganeffectiveinvestmentappraisal.




2 Changecontrol Youneedtoshowthatyoucan:

TK1.1 criticallyevaluatethefeaturesandbenefitsofusingachangecontrolprocess

TK1.2 analysewaysinwhichtocollateandrecordinformationfromstakeholders

TK1.3 evaluatetheextenttowhichtrendanalysisaddsvaluetothemanagementofchangewithinaproject

TK2.1 criticallyevaluatemethodsofimpactassessmentandoptionsanalysisinrelationtochangewithinaproject

TK2.2 evaluatetheimportanceofrespondingappropriatelytorecommendationsrelatingtothescopeandobjectivesofproject

TK2.3 analysetheimportanceofmanagingapprovedchangewithinaconfigurationmanagementsystem

Theinterviewisyouropportunitytodemonstrateevidenceofyourknowledgeinresponsetoquestionsfromtheassessoraboutyourunderstandingofprojectmanagementprinciples.Forexample,forthefirstcriterion,thiscouldtaketheformofexplainingandevaluatingthefeaturesandbenefitsofusingachangecontrolprocess.

3 Conflictmanagement


TK1.1 evaluatepositiveandnegativeconflictinthecontextofaproject

TK1.2 criticallyevaluatethecausesofconflict

TK1.3 analysewaysinwhichtoeffectivelymanageconflictinthecontextofaproject

TK1.4 evaluatetheextenttowhichconflictcouldbeatooltoimproveperformance

TK2.1 evaluatethemethodsandtechniqueswhichcouldbeusedtomanageandresolveconflictincludingmonitoringtheireffectiveness

TK2.2 evaluatetheimportanceofobjectivityandimpartialitywhenresolvingconflict

Theinterviewisyouropportunitytodemonstrateevidenceofyourknowledgeinresponsetoquestionsfromtheassessoraboutyourunderstandingofprojectmanagementprinciples.Forexample,forthethirdcriterion,thiscouldtaketheformofexplainingwaysthatyoucouldeffectivelymanagedconflictandwhyyoumightchosethoseapproachesoveralternatives,demonstratinganalysisofwaysinwhichtoeffectivelymanageconflict.




4 Consolidatedplanning


TK1.1 criticallyevaluatethepurposeofaconsolidatedplan

TK1.2 analysedifferentformatsforconsolidatedplans

TK2.1 evaluatetheimportanceofmonitoringtherelationshipbetweenaconsolidatedplanandtheprogressofaproject

TK2.2 analysesituations,potentialorreal,whereaconsolidatedplanmayhavetobeadjustedinthecontextofaproject

Theinterviewisyouropportunitytodemonstrateevidenceofyourknowledgeinresponsetoquestionsfromtheassessoraboutyourunderstandingofprojectmanagementprinciples.Forexample,forthesecondcriterion,thiscouldtaketheformofexplainingthedifferenttypesofplanthatyoucouldemploywithinaproject,andhowyoucouldusethemtomeetdifferentneedsandpurpose,analysisofdifferentformatsforconsolidatedplans.

5 Governancearrangements


TK1.1 criticallyevaluatetheconceptsofhierarchiesandorganisationalstructureinthecontextofaproject

TK1.2 analysetypesoforganisationalstructure

TK1.3 evaluatetheimportanceofestablishingandmaintainingtimelyreportinganddecision-makinghierarchiesforaproject

TK2.1 evaluatetheimportanceofestablishinggovernancestructures,rolesandresponsibilitieswithinaproject

TK2.2 evaluatetheimportanceofestablishingclearlevelsofauthoritywithinaproject

Theinterviewisyouropportunitytodemonstrateevidenceofyourknowledgeinresponsetoquestionsfromtheassessoraboutyourunderstandingofprojectmanagementprinciples.Forexample,forthefirstcriterion,thiscouldtaketheformofexplainingthehierarchiesandstructuresthatyoucouldemploywithinaprojectandwhythosemightbechosenoveralternatives,demonstratingcriticalevaluationoftheconceptsofhierarchiesandorganisationalstructureinthecontextofaproject.




6 Leadership Youneedtoshowthatyoucan:

TK1.1 criticallyevaluatetherangeofleadershipstylesandwhentoadopttheminaprojectcontext

TK1.2 evaluatethetoolsandtechniques,andbehaviours,forgainingandmaintainingtrust,confidenceandcollaborationofothers

TK1.3 evaluatetheenvironmentstoencourageempoweredandhigh-performingteams

TK2.1 analysewaysinwhichleaderscaneffectivelycommunicatethevisionandvaluesoftheprojectwithteammembersandstakeholders

TK2.2 evaluatemethodsforaddressingdifficultiesandchallenge,includingescalation

Theinterviewisyouropportunitytodemonstrateevidenceofyourknowledgeinresponsetoquestionsfromtheassessoraboutyourunderstandingofprojectmanagementprinciples.Forexample,forthefirstcriterion,thiscouldtaketheformofexplainingtheleadershipstylesthatyoucouldadoptinprojectwork,andwhytheymightbeappropriateatdifferenttimes,demonstratingcriticalevaluationoftherangeofleadershipstylesandwhentoadopttheminthecontextofaproject.

7 Reviews Youneedtoshowthatyoucan:

TK1.1 criticallyevaluatetherangeoffactorsduringreviews,andhowthesevarythroughthestagesofaproject

TK1.2 criticallyevaluatetheimportanceofaligningreviewswithorganisational,legalandregulatoryrequirements

TK1.3 evaluatethevalidityofvarioussourcesofinformation

TK2.1 analysesituations,potentialorreal,wheredeviationstoaplanmayoccurinthecontextofaprojectandhowtodeterminesuitablesolutions

TK2.2 criticallyevaluatetheimportanceofstakeholderengagementwhenimplementingtheoutcomesofreviews

TK2.3 analysetheimportanceofmanagingupdatestodocumentationimpactedbyreviews

Theinterviewisyouropportunitytodemonstrateevidenceofyourknowledgeinresponsetoquestionsfromtheassessoraboutyourunderstandingofprojectmanagementprinciples.Forexample,forthefirstcriterion,thiscouldtaketheformofexplainingtherangeofwhatyoucouldconsiderduringreviews,andhowyoumightapproachthemacrossthedifferentstagesoftheproject,demonstratingcriticalevaluationoftherangeoffactorsduringreviews,andhowthesevarythroughthestagesofaproject.




8 Riskandissuemanagement


TK1.1 evaluatethefunctionofariskandissuemanagementplansandregistersinthecontextofaproject

TK1.2 analyseapproachestoriskidentification

TK1.3 analysequalitativeandquantitativemethodstoassessriskinthecontextofaproject

TK2.1 evaluatetheimportanceofriskandissueimpactassessmentswithinthecontextofaproject

TK2.2 criticallyevaluateapproachestoimpactassessmentsandresponseplanning

TK2.3 evaluatethefunctionofachangecontrolprocessinthemanagementofrisksandissues

Theinterviewisyouropportunitytodemonstrateevidenceofyourknowledgeinresponsetoquestionsfromtheassessoraboutyourunderstandingofprojectmanagementprinciples.Forexample,forthesecondcriterion,thiscouldtaketheformofexplaininghowyoucouldapproachriskidentificationandwhenandwhytheseapproachesmightbeappropriate,demonstratinganalysisofapproachestoriskidentification

9 Stakeholderandcommunicationsmanagement


TK1.1 criticallyevaluatetheimportanceofstakeholdermanagementandcommunicationinthecontextofaproject

TK1.2 criticallyanalysethemethodstoidentifystakeholdersandanalysetheirinterests,requirementsandlevelsofinfluence

TK1.3 analysewaysinwhichtoeffectivelyengagewithstakeholders

TK2.1 evaluatemethodsandmediausedtocommunicatewithstakeholders

TK2.2 evaluatetheimportanceofstakeholderfeedbackinthecontextofaproject

Theinterviewisyouropportunitytodemonstrateevidenceofyourknowledgeinresponsetoquestionsfromtheassessoraboutyourunderstandingofprojectmanagementprinciples.Forexample,forthesecondcriterion,thiscouldtaketheformofexplaininghowyoucouldapproachstakeholderidentificationandanalysisandwhenandwhythesemethodswouldbeappropriate,demonstratinganalysisofmethodstoidentifystakeholdersandtheirinterests,requirementsandlevelsofinfluence




10Teammanagement


TK1.1 analysetoolsandtechniquestodevelopandmaintainaneffectiveteam

TK1.2 evaluatetherelationshipbetweenateamdevelopmentcycleandmotivatedandco-ordinatedteams

TK1.3 evaluatetheroleofperformancefeedbackasatool

TK1.4 criticallyevaluatestylesofcommunicationandtheiradaptationduringaproject

TK2.1 analysewaysinwhichindividualsandteamscanbesupportedduringaproject

TK2.2 evaluatecoachingandmentoringasdevelopmenttechniques

TK2.3 criticallyevaluatetherelationshipbetweenperformancemanagementandthesuccessofaproject

Theinterviewisyouropportunitytodemonstrateevidenceofyourknowledgeinresponsetoquestionsfromtheassessoraboutyourunderstandingofprojectmanagementprinciples.Forexample,forthefirstcriterion,thiscouldtaketheformofexplainingtoolsandtechniquestodevelopandmaintainaneffectiveteam,andwhyandwhenyoumightusethoseoveralternatives,demonstratinganalysisoftoolsandtechniquestodevelopandmaintainaneffectiveteam.




11Assetallocation Youneedtoshowthatyoucan:

TK1.1 criticallyevaluateapproachestoaligningchangeinitiativestostrategicobjectives

TK1.2 analysemeasureswhichcouldbeusedtocomparethelikelyvalueof,bothcurrentandproposed,relatedprojectsandprogrammestoanorganisation’sstrategicobjectives

TK1.3 criticallyevaluatedifferentcategoriesorriskandhowthesemightbeappraised

TK2.1 evaluatetheimportanceofabalancedportfoliototheachievementofstrategicobjectives

TK2.2 analyseapproachestomaintainingabalancedportfolio

TK2.3 Evaluatemethodsofrepresentingbalancedportfolios

Theinterviewisyouropportunitytodemonstrateevidenceofyourknowledgeinresponsetoquestionsfromtheassessoraboutyourunderstandingofprojectmanagementprinciples.Forexample,forthefirstcriterion,thiscouldtaketheformofexplaininghowyouapproachedconfirmingandcategorisingbenefitsagainststrategicobjectives,andwhyyouchosetheseapproachesoveralternatives,demonstratingcriticalevaluationofapproachestoconfirmingandcategorisingbenefitsagainststrategicobjectives.

12Benefitsmanagement


TK1.1 criticallyevaluateapproachestoconfirmingandcategorisingbenefitsagainststrategicobjectives

TK1.2 criticallyevaluateapproachestoestablishingmeasuresforbenefits

TK1.3 criticallyevaluateapproachestoidentifyingandrecordingdependenciesbetweenbenefits

TK2.1 evaluatethesignificanceofabenefitsmanagementstrategyandabenefitsrealisationplan

TK2.2 analyseapproachestomonitoringtheprogressofabenefitsrealisationplan

Theinterviewisyouropportunitytodemonstrateevidenceofyourknowledgeinresponsetoquestionsfromtheassessoraboutyourunderstandingofprojectmanagementprinciples.Forexample,forthefirstcriterion,thiscouldtaketheformofexplaininghowyouapproachedconfirmingandcategorisingbenefitsagainststrategicobjectives,andwhyyouchosetheseapproachesoveralternatives,demonstratingcriticalevaluationofapproachestoconfirmingandcategorisingbenefitsagainststrategicobjectives.




13Businesscase Youneedtoshowthatyoucan:

TK1.1 criticallyevaluatetheimportanceofunderstandingorganisationalstrategiesandconstraintswhendevelopingabusinesscase

TK1.2 analysemethodsofestablishingabenefitsframeworks

TK1.3 criticallyevaluatetheimportanceofidentifyingoptimismbiasandestablishingconfidencelimits

TK2.1 analysedifferentformatsofabusinesscasethatcouldbeusedtoengagewithstakeholderstosecuresupport

TK2.2 evaluatetheimportanceofmonitoringandrefiningthebusinesscaseduringtheproject

responsetoquestionsfromtheassessoraboutyourunderstandingofprojectmanagementprinciples.Forexample,forthefirstcriterion,thiscouldtaketheformofexplaininghowyouaccommodatedorganisationalstrategiesandconstraintswhendevelopingyourbusiness,whythiswasimportantandhowitimpactedyourwork,demonstratingcriticalevaluationoftheimportanceofunderstandingorganisationalstrategiesandconstraintswhendevelopingabusinesscase.

14Capabilitydevelopment


TK1.1 criticallyevaluatetheimportanceofconductingaskillsanalysisonindividualswhowillbedeployedonprojects

TK1.2 evaluatetheimportanceofaneffectivelearninganddevelopmentstrategytothecreationofacompetentworkforceemployedonprojects

TK1.3 analyseapproachestoimplementingalearninganddevelopmentstrategy

TK2.1 analysetoolsandtechniqueswhichcouldbeusedtodetermineanorganisation’scapabilitytosupportprojects

TK2.2 evaluatetheimportanceofapplyingrelevantcompetencemodelstoanorganisation

TK2.3 criticallyevaluateapproachestomonitoringandevaluatingorganisationallearninginrelationtoprojectmanagement

Theinterviewisyouropportunitytodemonstrateevidenceofyourknowledgeinresponsetoquestionsfromtheassessoraboutyourunderstandingofprojectmanagementprinciples.Forexample,forthefirstcriterion,thiscouldtaketheformofexplainingwhyconductingaskillsanalysiswasimportantandhowitimpactedyourwork,demonstratingcriticalevaluationoftheimportanceofconductingaskillsanalysisonindividualswhowillbedeployedonprojects




15Contractmanagement


TK1.1 criticallyevaluatetheimportanceofensuringbothpartiestoacontractmeettheirobligationstothatcontract

TK1.2 criticallyevaluatemethodsandindicatorsforidentifyingsupplierperformanceproblems

TK2.1 analyseapproachesforeffectivecontractmanagementinthecontextofaproject

TK2.2 criticallyevaluatewaysofestablishingandmaintainingproductiverelationshipswithsuppliers

TK2.3 criticallyevaluateapproachestotheresolutionofcontractproblemsincludingcontractvariances

Theinterviewisyouropportunitytodemonstrateevidenceofyourknowledgeinresponsetoquestionsfromtheassessoraboutyourunderstandingofprojectmanagementprinciples.Forexample,forthefirstcriterion,thiscouldtaketheformofexplainingwhyitisimportantthatbothpartiestoacontractmeettheirobligations,andhowitcouldimpactaprojectifthisisnotdone,demonstratingcriticalevaluationoftheimportanceofensuringbothpartiestoacontractmeettheirobligationstothatcontract.

16 Frameworksandmethodologies


TK1.1 criticallyevaluatecharacteristicsandlimitationsofdifferentframeworksandmethodologieswhichcouldbeusedforaproject

TK1.2 evaluateapproachestotailoringframeworksandmethodologies

TK2.1 criticallyevaluatethesourcesofinformationwhichcouldinformtheselectionofanappropriateframeworkand/ormethodology

TK2.2 analysethebenefitsandcostsofprescribingframeworksandmethodologiestodifferentaspectsofprojects

Theinterviewisyouropportunitytodemonstrateevidenceofyourknowledgeinresponsetoquestionsfromtheassessoraboutyourunderstandingofprojectmanagementprinciples.Forexample,forthefirstcriterion,thiscouldtaketheformofexplainingframeworksandmethodologiesthatyoucoulduseforaproject,andwhatcharacteristicsandlimitationsthesehavewhenimplemented,demonstratingcriticalevaluationofcharacteristicsandlimitationsofdifferentframeworksandmethodologieswhichcouldbeusedforaproject.




17Independentassurance


TK1.1 analyseapproachestoindependentassurancetoensurethattheseactivitiesaddvalue

TK1.2 criticallyevaluatetherelationshipbetweenriskassessmentandindependentassuranceactivities

TK2.1 evaluatemethodsofcommunicatingtheoutcomesofindependentassuranceactivitiestorelevantstakeholders,andmaintainingopencommunicationaboutthese

TK2.2 criticallyevaluatetheimportanceofreinforcingrecommendationswithadvice,guidanceandsupport

Theinterviewisyouropportunitytodemonstrateevidenceofyourknowledgeinresponsetoquestionsfromtheassessoraboutyourunderstandingofprojectmanagementprinciples.Forexample,forthefirstcriterion,thiscouldtaketheformofexplainingapproachesthatyoucoulduseforindependentassurance,whythesemightbechosenoveralternatives,andhowyouensuredthattheseactivitiesaddedvalue,demonstratinganalysisofapproachestoindependentassurancetoensurethattheseactivitiesaddedvalue.

18Procurement Youneedtoshowthatyoucan:

TK1.1 criticallyevaluatetheimplicationofdifferentprocurementoptions

TK1.2 evaluatethefunctionofprocurementspecificationsinaproject

TK1.3 analyseapproachestoidentifyingresourcesrequired

TK2.1 criticallyevaluateapproachestonegotiateinternalandexternalresource

TK2.2 analyseapproachestoselectingsuppliers

TK2.3 criticallyevaluatethenatureandimplicationsofdifferentformsofcontract

Theinterviewisyouropportunitytodemonstrateevidenceofyourknowledgeinresponsetoquestionsfromtheassessoraboutyourunderstandingofprojectmanagementprinciples.Forexample,forthefirstcriterion,thiscouldtaketheformofexplainingapproachesthatyoucoulduseforprocurement,whythesewerechosenoveralternatives,andtheimplicationofthese,demonstratingcriticalevaluationoftheimplicationofdifferentprocurementoptions.




19Qualitymanagement


TK1.1 analysethecharacteristicsofeffectivequalitymanagementprocesses

TK1.2 evaluatetheimportanceandpotentialsourcesofeffectivequalityindicators

TK1.3 criticallyanalyseapproachesfordevelopingqualitymanagementplans

TK2.1 analysetheimportanceofconfigurationmanagementtoaproject

TK2.2 evaluateprinciplesandpracticalimplicationsofcontinualimprovement

Theinterviewisyouropportunitytodemonstrateevidenceofyourknowledgeinresponsetoquestionsfromtheassessoraboutyourunderstandingofprojectmanagementprinciples.Forexample,forthefirstcriterion,thiscouldtaketheformofexplainingkeycharacteristicsofqualitymanagementprocessesthatyouhaveused,andthoseofothersthatyoucoulduseandwhythesewouldorwouldnotbeeffective,demonstratinganalysisofthecharacteristicsofeffectivequalitymanagementprocesses.

20Requirementsmanagement


TK1.1 evaluatemethodsandapproachestoinvestigateandselectdifferentpossiblerequirements

TK1.2 evaluatetheimportanceofengagingwithstakeholderstoinformrequirementsandconfirmtheoutcomesofresearch

TK2.1 criticallyevaluatetheroleofnegotiationinconfirmingrequirements

TK2.2 analysethecharacteristicsofwell-specifiedrequirements

Theinterviewisyouropportunitytodemonstrateevidenceofyourknowledgeinresponsetoquestionsfromtheassessoraboutyourunderstandingofprojectmanagementprinciples.Forexample,forthefirstcriterion,thiscouldtaketheformofexplainingwhatmethodsandapproachesyoucouldtoinvestigateandselectdifferentpossiblerequirements,andwhytheseweremethodsandapproachesmightbechosenoveralternatives,demonstratingevaluationofmethodsandapproachestoinvestigateandselectdifferentpossiblerequirements.




21Resourcecapacityplanning


TK1.1 criticallyevaluatetheroleofresourcecapacityplanninginthecontextofmultipleprojects

TK1.2 analysetoolsandmethodswhichcouldbeusedtosupporteffectiveresourcecapacityplanning

TK2.1 evaluatetheimportanceofeffectiveco-operationwithprojectmanagerswhenschedulingresourcesdeployedwithinrelatedprojects

TK2.2 evaluatetheroleofmilestonesandreviewswhenmanagingrelatedprojects

Theinterviewisyouropportunitytodemonstrateevidenceofyourknowledgeinresponsetoquestionsfromtheassessoraboutyourunderstandingofprojectmanagementprinciples.Forexample,forthefirstcriterion,thiscouldtaketheformofexplainingtherolethatresourcecapacityplanninghashadinthecontextofyourmultipleprojects,andhowyoucoulduseittomeetdifferentneeds,demonstratingevaluationofmethodsandapproachestoinvestigateandselectdifferentpossiblerequirements.

22Resourcemanagement


TK1.1 analysedifferentcharacteristicsofresources

TK1.2 evaluatetheroleofassumptionsinresourceplanning

TK1.3 analysemethodswhichcouldbeusedtomanageresourcesusedwithinaproject

TK2.1 criticallyevaluatethebenefitstoaprojectofconstantlymonitoringandrefiningaresourceschedule

TK2.2 analysethetechniquestoguidethechoice,captureandanalysisofrelevantdatatoeffectivelymonitorresources

Theinterviewisyouropportunitytodemonstrateevidenceofyourknowledgeinresponsetoquestionsfromtheassessoraboutyourunderstandingofprojectmanagementprinciples.Forexample,forthefirstcriterion,thiscouldtaketheformofexplainingdifferentresourcesthatyoucoulduseinprojectsandhowtheyvary,andhowyoucouldusethemtomeetdifferentneeds,demonstratinganalysisofdifferentcharacteristicsofresources.




23Schedulemanagement


TK1.1 evaluatetheimportanceofconsideringtheapproachestakenandoutcomesofotherprojectswhenschedulingworkactivities

TK1.2 criticallyanalysenetworkanalysismethods

TK1.3 analysemethodswhichcouldbeusedtoestablishdependencies,estimatesandconfidencelimits

TK2.1 evaluateappropriatetoolsandtechniqueswhichcouldbeusedtoscheduleandmonitorphases,milestonesandreviewpointswithinaproject

TK2.2 evaluateapproachestocapturingandanalysingrelevantdatatomonitorandrefineaschedule

Theinterviewisyouropportunitytodemonstrateevidenceofyourknowledgeinresponsetoquestionsfromtheassessoraboutyourunderstandingofprojectmanagementprinciples.Forexample,forthefirstcriterion,thiscouldtaketheformofexplainingwhyitisimportanttoconsiderapproachestoschedulingworkincludingtheoutcomesofotherprojects,andthepossibleimpactofnotdoingthis,demonstratingevaluationoftheimportanceofconsideringtheapproachestakenandoutcomesofotherprojectswhenschedulingworkactivities.

24Solutionsdevelopment


TK1.1 evaluatepossibletoolsandtechniqueswhichcouldbeusedtoidentifyoptionstodelivertherequirementsforaproject

TK1.2 evaluatetoolsandtechniqueswhichcouldbeusedtoanalyseandselectoptionstodelivertherequirementsforachangeinitiative

TK2.1 criticallyevaluatetheimportanceofmodelling,prototypingandtesting

TK2.1 evaluatetheimportanceofmonitoringandrefiningdeliveryrequirementsandoptionswithinaproject

Theinterviewisyouropportunitytodemonstrateevidenceofyourknowledgeinresponsetoquestionsfromtheassessoraboutyourunderstandingofprojectmanagementprinciples.Forexample,forthefirstcriterion,thiscouldtaketheformofexplainingtoolsandtechniquesthatcouldbeusedtoidentifyoptions,andwhythesemightbechosenoveralternatives,demonstratingevaluationofpossibletoolsandtechniqueswhichcouldbeusedtoidentifyoptionstodelivertherequirementsforaproject.




25Transitionmanagement


TK1.1 criticallyevaluatetheimportanceofassessingbusinessreadinessintransitionmanagement

TK1.2 analysetheuseofchangemanagementmodelsintransitionmanagement

TK2.1 criticallyevaluatethebenefitstoatransitionprocessofeffectivestakeholderengagement

TK2.2 criticallyevaluatetheextenttowhichabenefitsrealisationplanaddsvaluetoaproject

Theinterviewisyouropportunitytodemonstrateevidenceofyourknowledgeinresponsetoquestionsfromtheassessoraboutyourunderstandingofprojectmanagementprinciples.Forexample,forthefirstcriterion,thiscouldtaketheformofexplainingtheimportanceofassessingbusinessreadinessandtheimpactofnotdoingso,demonstratingevaluationoftheimportanceofassessingbusinessreadinessintransitionmanagement


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