Understanding PMI’s New PDU Category Structure

If you currently hold one of the PMI credentials, you already realize that you have to adhere to the Continuing Certification Requirements (CCR) program in order to renew your certification every three years.  At the heart of the CCR program is the requirement to earn professional development units (PDU’s).  The specific number of PDU’s varies by credential; PMP and PgMP require 60, whereas PMI-SP and PMI-RMP require 30.  There are a number of different ways to earn PDU’s, but PMI recently discovered that the 18 categories of activities in the current CCR program led to a fair amount of confusion, so they’ve taken steps to simplify the structure.

Beginning on March 11, 2011 the various ways to earn PDU’s will be grouped into six categories, which will be further grouped into two divisions.  The Educational Division will include: courses offered by registered education providers, chapters, and communities; continuing education; and self-directed learning.  The Giving Back to the Profession Division will include: creating new project management knowledge; volunteer service; and work as a professional in project management.  Note that all of the activities that were previously eligible for PDU’s are still included – this is just a different way to report them.

Also note that while there are no limits to the number of Education PDU’s that can be applied in a three year renewal cycle, PDU’s from Giving Back to the Profession are limited to 45 for PMP and PgMP, and 20 for PMI-SP and PMI-RMP.  For most activities, one hour equates to one PDU.  The following table lists example activities for each category and the maximum number of PDU’s for each credential, where PMP and PgMP are in column A and PMI-SP and PMI-RMP are in column B.

Category Examples A B
Courses R.E.P courses, seminars, conferences, PMI Publication Quiz No limit No limit
Continuing Education University of college courses, relevant education courses presented by organizations not registered with PMI No limit No limit
Self-directed learning Reading articles, books, instructional manuals, watching videos, interactive CD-ROM or online podcasts, being coached or mentored 30 15
Creating new PM knowledge Authoring textbook, article, presenting in webinar or podcast, creating a course, serving as a speaker, moderator, or panel member 45 20
Volunteer service Serve as elected or appointed officer or member of a project management organization for at least three months, mentoring 45 20
Working in the profession 5 or 2.5 PDU’s for each 12 month period in which you worked in the profession for at least six months, based on credential 15 7.5

For more details, see the explanation on the PMI website.

Defining Quality in IT Projects

There’s an old Russian saying, “Perfect is the enemy of good enough.”  Some folks misinterpret it as an observation on the adversarial relationship between mediocrity and excellence, but to Russians, it’s about diminishing returns.  The Soviet Union would build four or five “good enough” MIG jet fighters for the cost of one western fighter plane, which would never be perfect, but would be incrementally more effective in some hypothetical match-up.  To the Russian eye, the massive incremental expense wasn’t worth the minimal incremental benefit – better to go for adequate in quantity than pursue an elusive perfection that would necessarily be scarce.

The equivalent in Agile terminology is “barely sufficient.”  Minimal methodology, the fewest meetings needed for communication, minimal documentation, and you “only solve today’s problem.”  In Scrum, you limit the scope to what you can reasonably achieve in a two to four week sprint, and repeat as necessary, until the incremental benefit of another sprint is less than the cost.  At the end of each sprint, you must deliver a tested, working release; consequently, quality is defined in the context of that limited scope.  A release that passes all unit tests, and accommodates all user “stories” is a success.  If we need to “refactor” the code in a subsequent sprint, then we’ll solve that problem on that day.

While the Agile approach is arguably superior for development of software products with uncertain requirements and a short life cycle, most corporate IT project goals require more than just an aggregation of incrementally developed components that work reliably without interfering with each other.  Much of what gets built for internal consumption is going to have a very long life.  Thus, maintainability is a consideration; refactoring code might be a reasonable approach, when the programmer doing the work is the original author and only a few weeks have passed, but if a maintenance programmer will have to go back into someone else’s code three years later, what level of documentation is “barely sufficient?”  If the user base might expand exponentially over the life cycle of the product, what scalability considerations should be taken into account during development?

While we’re on the subject of scalability, consider the trend (OK, tsunami) toward virtual servers.  Whether in an internal data center or in the cloud, the IT department has re-discovered time-sharing, as we had back in the days of renting mainframe time from service bureaus.  Increasingly, we’re finding cost savings in multiple applications “sharing” use of a server running Microsoft technologies, or a LAMP stack, letting no CPU cycle go to waste.  Both in the development and test cycle and in production, virtual machines are becoming the default solution.  But what quality considerations should apply to virtual machines in production – availability, scheduled maintenance down times, user-perceived response times?  Decide early on what the quality standards should be, before settling on a virtual architecture.

When you think about measuring quality, it’s important to realize that customers have an expectation of what they will experience, whether in a fast food joint or fancy restaurant, expense reimbursement application or payroll system.   Understanding those expectations, and helping your customers to keep them realistic, is half of the job; managing the quality of the deliverables, while keeping costs under control, is the other half.  The key is distinguishing between perfect and good enough.

New PM Articles for the Week of December 6 – 12

New project management articles published on the web during the week of December 6 – 12, 2010.  We read all of this stuff so you don’t have to!  Recommended:

  • Cornelius Fichtner completes his series on preparing for the PMP exam with the long-term challenge – getting the PDU’s you need to re-certify.
  • Gary Hamilton, Jeff Hodgkinson, and Gareth Byatt write about rescuing troubled projects, resulting from poor planning, misaligned expectation, and ineffective risk management.
  • Elizabeth Harrin interviews Ruth Malone on her career change from project manager to small business owner.  It runs out that her project management skills aided in her transition.
  • Craig Brown gives us the best quote of the week, “Multitasking is the enemy of focus.”
  • Ted Hardy shares an interesting find: The Hierarchy of Visual Understanding, from David McCandless.  I think many of us have had this idea that discrete data is linked into information, which is organized into knowledge, which is applied as wisdom, but David has captured it well.
  • Dave Nielsen suggests using risk workshops as a tool to leverage the collective knowledge of the project team.  It’s a bit basic, but well worth reading.
  • Bas de Baar, the Project Shrink, writes about creating boundaries for your project.
  • Carole Embden-Peterson wrote a nice two-part article on preparing a business case, oriented toward the Prince2 method but still very usable in other approaches.  Here is part one, and here is part two.
  • James Adams describes the role of the business analyst in the system development life cycle.
  • Derek Huether illustrates the need to “know your customer” with a supermarket picture of a boneless smoked ham, labeled “Delicious for Chanukah.”  And vegetarians might like it, too.
  • Abdiel Ledesma writes about project management as an organizational competency.
  • Peter Taylor presents a model of project management offices as directive, supportive, or controlling, and then proceeds to argue that few PMO’s are just one of these types.

Enjoy!