Mosaic Planning and Controls

PMI-SP® Eligibility Requirements

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To apply for the PMI-SP examination you must demonstrate the following requirements:

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PMI will accept training in scheduling tools such as MicroSoft Project or Primavera, however, this type of training will not help you pass your exam!  Mosaic's PMI-SP course is rated at 40 contact hours.

Headline Issues

  • Do not over apply - the application is a threshold process. There is absolutely no benefit in having more than the specified minimums.  Round out the last project or training that crosses the threshold and STOP!
  • Every item entered in your application must be fully documented if you are audited.  If you enter 10,000 hours of experience and fail to document 500 you will fail the audit.
  • Make 100% sure you can contact all of your referees. PMI do not like to accept substitute referees without very powerful extenuating circumstances.
  • PDUs are completely different to the hours of eligible training needed for a credential. For more on this see: PDUs and the PMI Examination Eligibility Requirements
  • Nothing is uploaded when you apply for a credential - everything is entered into web-forms. Supporting documents are only needed if you are audited.
  • Your experience needs to be 'real'.
  • If you are not a PMI member and intend joining; complete your PMI application first, receive your membership # and then apply for the PMP exam.
    • This means you only have one 'number' in the PMI system
    • Plus you receive the discount on the examination fee
  • Special test accommodations.  PMI have processes to provide exam access to individuals with documented disabilities. Arranging special access takes 30 to 60 days - details are available from the PMI website.
  • For full details, download the PMI-SP Handbook

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The Details

The supporting documentation/information required by a candidate before applying for the examination is: 

  • Educational background (degree or diploma or equivalent for Category 1)
  • Experience verification form(s) meeting the requirements above + referees (usually  managers) to verify the time claimed for each project listed (see 'Documenting Your Experience' below).
  • Proof of having successfully completed the required number of contact hours of project management education.
    • Any project scheduling training is acceptable provided it covers the knowledge areas from the exam specification, but you must have certificates to prove you attended the course and details of the course content.
    • If you require Mosaic's certificate to make up the 40 Hrs do not apply until the completion of the course - Mosaic's training is pre-approved by PMI for the 40 Hrs - if you are using our certificate you do not need any other training.
  • Potential candidates must also agree to abide by the PMI Code of Ethics: View PMI Code of Ethics 

 

PMI routinely reviews and/or audits all Certification applications. During the audit process, PMI requires formal verification of all information you have provided, by your employer(s) and schools. This is a very formal process designed to maintain quality in the Certification Program. If incorrect information is found during the audit process, you will have your Certification or eligibility revoked.

PMP training courses offered by Mosaic and other R.E.P.s (see more on PMI Registered Education Providers) are pre-approved by PMI for the designated Contact Hours in fulfilment of your PMI-SP eligibility requirements. The eligibility of contact hours from other training sources are the responsibility of the PMI-SP candidate and will be determined on a case-by-case basis through the application audit process.

 

Documenting your experience

PMI is very particular on the way your experience is described in the examination application, this section provides guidance on what we see PMI accepting as appropriate - in the event of an audit PMI will determine what experience is acceptable.

As a start, all project scheduling experience must have been accrued within the last five consecutive years prior to your application submission.

The two key documents you need to review are:

  • The PMI Scheduling Professional (PMI-SP)® Handbook This contains valuable information on what is expected―refer to page 8 specifically for how to describe your project scheduling experience and education.
  • The PMI Scheduling Professional (PMI-SP)® Examination Content Outline This defines the PMI-SP examination syllabus but also describes the work you have to define that is relevant for the assessment - you do not need tasks in every domain, but work that is not related to a task in either a 'domain' or in the 'cross cutting' skills and knowledge section may not be seen as relevant.

The key element in defining your experience is demonstrating that as a candidate for the PMI-SP exam, you know there is much more to project scheduling than just the use of tools and technology to build a schedule for your team, you need to demonstrate how your skills contributed to project success, where:

  • A project is defined as: ‘a temporary endeavor undertaken to create a unique product, service or result’ (PMBOK® Guide—Fifth Edition, p. 553).
  • Your role in the project involves:
    • Creating and maintaining the project schedule,
    • Analyzing the project schedule, and
    • Reporting and communicating the schedule to the project team.

 

These requirements mean you need to describe your area of management responsibility in terms of working as a project controller (primarily scheduler), not as a general/project manager or engineer. Your job title does not matter, but the work that counts towards the required hours of experience must focus on scheduling and controls. In addition, to be eligible your experience:

  • Must represent professional and compensated work.
  • The tasks documented must be project tasks, and not routine, operational or administrative in nature.
  • Each project must be documented individually (multiple projects should not be documented as one).
  • The hours of experience must be reasonable for the timeframe of the project (≈40 hours per week).
  • Project titles reflect the candidate’s true project role, and not their organizational role or function.
  • Your experience verification forms must identify hours against some of the specified tasks in some of the five 'domains' within the role delineation study - there are no maximums or minimums:
    • Schedule Strategy (14% of examination). Activities related to establishing and documenting schedule approach, policies and procedures, roles and responsibilities, and scheduling objectives and goals.
    • Schedule Planning and Development (31% of examination) Activities related to defining and sequencing activities and milestones, developing the work and resource breakdown structures, and establishing the performance measurement baseline (PMB).
    • Schedule Monitoring and Controlling (35% of examination) Activities related to monitoring the project schedule progress, performing schedule analyses, and managing change appropriately.
    • Schedule Closeout (6% of examination) Activities related to finalizing all schedule activities, evaluating schedule performance against the original baseline, documenting lessons learned, and distributing final schedule information.
    • Stakeholder Communications Management (14% of examination) Activities related to developing and fostering relationships with stakeholders, and supporting project schedule-related communication over the course of the project.

 

Link your work to the PMI-SP RDS tasks!  But be brief you only have 550 characters:

  • Include as many details as possible (comprehensible abbreviations are allowed), but keep the description at a high-level focused on the scheduling activities you were responsible for.
  • Deliverables and your work should be described in a manner that makes it clear to PMI what they are. Use terms from the RDS such as:
    • Schedule status updates
    • Updated the organizational process assets
    • Perform schedule analysis
    • Cost and schedule reserve analysis
    • Performance Measurement Baseline (PMB)
    • Develop the work breakdown structure (WBS)
    • Schedule configuration management policies.
  • It has to be clear that you were responsible for the project schedule and other controls functions working under the direction of the project manager.
  • If your role included other management responsibilities (eg, you were the project manager) ignore these aspects of your job and focus on the scheduling - but also reduce the hours per week you claim as being involved in scheduling appropriately. 

 Read through the PMI-SP RDS and select the tasks that you were involved in - then paraphrase the task description in your experience verification form. 

 

We can help - you can print your application form and email the PDF to us for review before submitting the completed forms to PMI. 

 

 

Required Documentation

The supporting documentation/information required by a candidate before applying for the examination is: -

  • Educational background (degree or diploma or equivalent for Category 1)
  • Experience verification form(s) meeting the requirements above + referees (usually  managers) to verify the time claimed for each project listed.
  • Proof of having successfully completed the required number of contact hours of project management education.
    • Any scheduling training is acceptable but you must have certificates to prove you attended the course and details of the course content.
    • If you require Mosaic's certificate to make up the 40 Hrs do not apply until the completion of the course - Mosaic's training is pre-approved by PMI for 40 Hrs - if you are using our certificate you do not need any other training.
  • Potential candidates must also agree to abide by the PMI Code of Ethics: Download the PMI Code of Ethics

 

 

  

What next?

If you are eligible for the PMI-SP credential:

 
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