pdu reporting - pmicvc.org to meet your requirements within the ccr cycle pmi will suspend/revoke...

Jan Beach, PMP

VP - Professional DevelopmentApril 19, 2006

PDU Reporting ...PDU Reporting ...How to Maintain Your PMP StatusHow to Maintain Your PMP Status

Agenda

� Introduction

� Criteria for Maintaining Your PMP Status

� Definition of a Professional Development Unit (PDU)

� Five Basic Qualifying Activities

� How and Where to Report Your PDUs

� Paperwork You Need to Maintain

� Conclusion

� Appendix

Introduction

Passing the PMP Exam was difficult...wouldn’t it be nice to be able to maintain your PMP status and never have to take the exam again?

January started your reporting period for all “newly-minted” PMPs…do

you know what you need to maintain your PMP Status?

In order to maintain your PMP status and avoid having to retake the PMP exam in the future you need to know the following:

• Criteria for Maintaining your PMP Status!

• What a PDU is!

• What activities qualify for PDUs!

• How and where to report your PDUs!

• What paperwork to keep for Audit purposes!

Objective of Today’s Session

At the end of this session, you should be able to:

� Understand the criteria for maintaining your PMP status

� Know the definition of a Professional Development Unit (PDU)

� Understand the 5 basic PDU Qualifying Activities

� Know how and where to report your PDUs

� Realize what paperwork you need to maintain in case you’re

audited

Agenda

� Introduction






� Conclusion

� Appendix

Criteria for Maintaining PMP Status

According to PMI’s Continuing Certification Requirements Handbook...

“…those who have been granted the PMP credential (certificates) must

demonstrate ongoing professional commitment to the field of project

management by satisfying PMI’s Continuing Certification Requirements

Program (formerly called the Professional Development Program).”•Page 2 of the CCR Program Handbook

Overview of Requirements

� PMP’s must accrue a minimum of sixty (60) professional development units (PDUs) during each CCR cycle.

� The first CCR cycle begins on the date of initial certification and ends on December 31st of the third full calendar year after the first year of certification.� For Example: If you were certified in November 2005 your first CCR cycle will

expire December 31, 2008.

� Subsequent CCR cycles will be three (3) year terms starting on January 1st and expiring on December 31st.

2005 2006 2007 2008

PMP

Overview of Requirements (Cont)

� Up to 20 excess PDU’s earned during the final (third) year of the current CCR may be applied to the next CCR cycle.

� There are no minimum requirements for the number PDU’s earned in a particular category…but there are maximumrestrictions by category per CCR cycle!

� Have to meet your requirements within the CCR cycle� PMI will suspend/revoke the PMP Certification if CCR program requirements

are not met.

� Currently 12 month “grace period” to meet CCR PDU requirements

� Effective January 2004 PMI will be charging a processing fee to renew your PMP status� $75 (US) Members

� $150 (US) Non-members

“All Applications for Certification Renewal sent to PMPs on or after 1 January 2004 will require the inclusion of the processing fee. If a PMP is sent the application

prior to 1 January 2004 and returns it after the implementation date of the processing fee, he/she will not be required to submit payment with their

application.”

- Email to members, 4/4/2003

Agenda

� Introduction






� Conclusion

� Appendix

Definition of a PDU


“The PDU is the measuring unit used to quantify approved learning and

professional service activities. Typically, one PDU is earned for every hour Typically, one PDU is earned for every hour

spent in a planned, structured learning experience or activity.*spent in a planned, structured learning experience or activity.* Fractions

of PDUs may be reported in 0.25 increments following one full hour. For

conversion purposes, one Continuing Education Unit (CEU) equals 10 PDUs.”•Page 3 of the CCR Program Handbook

*Emphasis in original*Emphasis in original

Agenda

� Introduction






� Conclusion

� Appendix

Five Basic PDU Categories

Category 1: Formal Academic Training� PDU’s may be earned by taking an academic course after PMP

Certification� Courses must be offered for degree credit

� Courses must be related to Project Management

� One (1) hour of degree credit for a 15-week semester earns 15 PDUs

� One (1) quarter semester hour earns 10 PDUs

� Each course must be submitted on a separate CCR Activity Reporting Form

� Documentation Required:� Transcript or grade report indicating a passing mark.

� PMI CVC does NOT offer PDUs in this category!


Category 2: Professional Activities and Self-Directed Learning

� A predetermined number of PDUs may be earned by participating in specified professional activities� Speaker on a project management topic (“30 Minute PM”)

� See Appendix for “Guide to Category 2 Activities”

� Documentation Required:� Copy of publications, sample education materials, or program agenda etc.

� One (1) PDU may be earned for each documented hour of self-directed learning that enhances project management knowledge

or skills.

� Documentation Required:� Self-directed Learning Activities Worksheet in addition to the Activity Reporting Form. (See CCR

Handbook for Details.)

PMI CVC

Provides

Opportunity


Category 3: PMI Registered Education Providers (R.E.P.’s)

� PDUs may be earned by attending educational programs� Offered by educational organizations

� Provider is designated as a Registered Education Provider (R.E.P.)

� PMI CVC is listed as an R.E.P with PMI� Examples of qualifying programs

� Chapter Dinner Meetings (1 PDU)

� “Saturday Seminars” (4 PDUs)

� Documentation Required:� Registration Form, certificate or letter of attendance etc.

� A complete list of R.E.P’s may be obtained from PMI at the PMI website under “Registered Education Program”

( http://129.15.124.26/pmi/provider/new/providersearch.html )

PMI CVC

Provides

Opportunity


Category 4: Other Provider� PDUs may also be earned by attending educational programs

offered by organizations not registered with PMI� Self-calculate the number of PDU’s with the following formula

� One (1) contact hour of learning relevant to project management within a structured activity or

course equals one (1) PDU

� Example: Your company (a non-R.E.P.) provides a a half day seminar on programs and projects

within the company and there is an hour session specific to Risk Management being conducted by

an outside, industry-expert on Risk Management. The rest of the day is generic to the business and not project management-specific. You would calculate the one hour spent on Risk

Management as 1 PDU.

� Documentation Required:� Maintain a copy of the registration form, certificate or letter of attendance, and a brochure or

course materials indicating the subject matter covered and the qualifications of the instructor or course content..


Category 5: Service to Professional or Community Organizations

� A maximum of 20 PDUs may be earned through professional service or by providing non-compensated professional PM service to non-employer or non-client customer groups� Serve as a voting-officer on the CVC Board of Directors

� Minimum 3 months participation but less than 6 months (2 PDUs per calendar year)

� More than 6 months participation but less than 12 months (5 PDUs per calendar year)

� 12 months participation (10 PDUs per calendar year)

� Serve as a non-voting Director or committee member:� Minimum 3 months participation but less than 6 months (1 PDUs per calendar year)

� More than 6 months participation but less than 12 months (3 PDUs per calendar year)

� 12 months participation (5 PDUs per calendar year)

� Documentation Required:� Letter or certificate from the organization acknowledging the participation

PMI CVC

Provides

Opportunity


� You only need to average 20 PDUs per year to meet your CCR Program Requirements

� PMI CVC has MANY opportunities to meet / exceed this goal!

� CAT 1: None

� CAT 2: 20+ Opportunities / Year

� PMP Certification Seminar Instructor

� VCU Speakers

� CAT 3: 20+ Opportunities / Year

� Chapter Dinner Meetings (10 / year)

� Saturday Seminars (12-14 / year)

� CAT 4: None

� CAT 5: Upwards of 10 Opportunities / Year

� Board of Directors Voting Members

� Non-voting Board Members and Committee Members

Take Take advantage of advantage of

the the opportunities!opportunities!

Agenda

� Introduction






� Conclusion

� Appendix

How to Report Your PDUs

� PDU’s may be reported using the CCR Activity Reporting form...

� Mail address:PMI / CCR Records

College of Continuing Education

1700 Asp Avenue

Norman, OK 73072-6400 USA

� FAX:+403 - 325 - 6925

� Specific instructions for filling out the form and submitting it may be found at the following URL:

http://www.pmi.org/prod/groups/public/documents/info/pdc_ccrreportinginstructions.asp


� …or via the online Activity Reporting form on the PMI website!

The URL is: http://www.occe.ou.edu/aia/pmi/formlogin2.php3


� The PMI CVC website has links to all this information

� PMI CVC Activity Log� Same information and order as on-line form

� Available: TODAY!

� Updated Quarterly

Agenda

� Introduction






� Conclusion

� Appendix

Paperwork You Need to Maintain


“All PMPs should maintain a personal CCR folder with documentation that

supports reported activities. A percentage of PMPs will be randomly selected

for auditing purposes each year; therefore, documentation should be

maintained for at least 12 months after the CCR cycle has ended.”•Page 3 of the CCR Program Handbook


Dear Member:

Thanks for making your reservation online.

Your order confirmation number is listed below. Please bring this receipt to your confirmed meeting.

Order confirmation: 2002110705563639

Order total : $22.00

Meeting Agenda

Meeting Receipt

Handouts / Material

Things that prove Things that prove you were there!you were there!

*Examples…see CCR Handbook for specifics!

PresentationHandout

PresentationHandout

PresentationHandout

PresentationHandout


� You need to maintain your paperwork for 12 months past your CCR cycle!� For Example: If your CCR cycle will end December 2005…you need to

maintain paperwork through December 2006

� It also means that if you’re to be audited you’ll probably be audited after your CCR cycle ends!

� Print a copy of your on-line Activity Form Submittal!

� Print out a copy of your on-line transcript!� Save with your file!

� Check it for accuracy!

� Revisions/Corrections:

� PMI Customer Service Phone: (610) 356-4600 (Option 8 from phone menu)

DONDON’’T LET YOUR AUDIT BE THE FIRST TIME YOU GO T LET YOUR AUDIT BE THE FIRST TIME YOU GO

LOOKING FOR PAPERWORK FROM 3 YEARS AGO!LOOKING FOR PAPERWORK FROM 3 YEARS AGO!

Agenda

� Introduction






� Conclusion

� Appendix

Conclusion

� You should now understand…� What the criteria are for maintaining your PMP status!

� What the definition is of a Professional Development Unit (PDU)!

� What comprise the 5 Qualifying Categories of PDUs!

� How and where to report your PDUs!

� What paper work you need to maintain for audit purposes!

� More importantly, you know where to go to get the information ifyou need to reference / find out specific details!� PMI Website

� CCR Handbook

� Reporting Forms and instructions

� Customer Service Help

� PMI CVC Website� This presentation!

� PMI CVC Log of PDU Activities

� Links to PMI

Conclusion

QUESTIONS?QUESTIONS?

pdu reporting - pmicvc.org to meet your requirements within the ccr cycle pmi will suspend/revoke...

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