Jan Beach, PMP

1
PDU Reporting ...How to Maintain Your PMP Status

• Jan Beach, PMP
• VP - Professional Development
• April 19, 2006

2
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

3
Introduction

• Passing the PMP Exam was difficult...wouldnt 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 PMPsdo 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!

4
Objective of Todays 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 youre audited

5
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

6
Criteria for Maintaining PMP Status

• According to PMIs 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 PMIs Continuing
  Certification Requirements Program (formerly
  called the Professional Development Program).
• Page 2 of the CCR Program Handbook

7
Overview of Requirements

• PMPs 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
8
Overview of Requirements (Cont)

• Up to 20 excess PDUs 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
  PDUs earned in a particular categorybut there
  are maximum restrictions 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
9
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

10
Definition of a PDU

• According to PMIs Continuing Certification
  Requirements Handbook...
• The PDU is the measuring unit used to quantify
  approved learning and professional service
  activities. Typically, one PDU is earned for
  every hour 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

11
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

12
Five Basic PDU Categories

• Category 1 Formal Academic Training
• PDUs 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!

13
Five Basic PDU Categories

• 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
14
Five Basic PDU Categories

• 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.Ps may be obtained from
  PMI at the PMI website under Registered
  Education Program
• ( http//129.15.124.26/pmi/provider/new/providerse
  arch.html )

PMI CVC Provides Opportunity
15
Five Basic PDU Categories

• 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 PDUs 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..

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Five Basic PDU Categories

• 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
17
Five Basic PDU Categories

• 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 advantage of the opportunities!
18
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

19
How to Report Your PDUs

• PDUs 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/in
fo/pdc_ccrreportinginstructions.asp
20
How to Report Your PDUs

• or via the online Activity Reporting form on the
  PMI website!

The URL is http//www.occe.ou.edu/aia/pmi/formlog
in2.php3
21
How to Report Your PDUs

• 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

22
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

23
Paperwork You Need to Maintain

• According to PMIs Continuing Certification
  Requirements Handbook...
• 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

24
Paperwork You Need to Maintain

• 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

Things that prove you were there!
Meeting Receipt
Examplessee CCR Handbook for specifics!
Presentation Handout
Presentation Handout
Presentation Handout
Presentation Handout
Meeting Agenda
Handouts / Material
25
Paperwork You Need to Maintain

• You need to maintain your paperwork for 12 months
  past your CCR cycle!
• For Example If your CCR cycle will end December
  2005you need to maintain paperwork through
  December 2006
• It also means that if youre to be audited youll
  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 [phone]
  (Option 8 from phone menu)

DONT LET YOUR AUDIT BE THE FIRST TIME YOU GO
LOOKING FOR PAPERWORK FROM 3 YEARS AGO!
26
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

27
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 if you 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

28
Conclusion
QUESTIONS?