CompTIA Project+ Study Guide: Exam PK0-005 (2022)
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CompTIA®
Project+®
Study Guide
Exam PK0-005
Third Edition
Kim Heldman, MBA, PMP
Project+®
Study Guide
Exam PK0-005
Third Edition
Kim Heldman, MBA, PMP
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Copyright © 2023 by John Wiley & Sons, Inc. All rights reserved.
Published by John Wiley & Sons, Inc., Hoboken, New Jersey.
Published simultaneously in Canada and the United Kingdom.
ISBN: 978-1-119- 89245-8
ISBN: 978-1-119- 89246-5 (ebk.)
ISBN: 978-1-119- 89247-2 (ebk.)
No part of this publication may be reproduced, stored in a retrieval system, or transmitted in any form or by
any means, electronic, mechanical, photocopying, recording, scanning, or otherwise, except as permitted under
Section 107 or 108 of the 1976 United States Copyright Act, without either the prior written permission of the
Publisher, or authorization through payment of the appropriate per-copy fee to the Copyright Clearance Center, Inc.,
222 Rosewood Drive, Danvers, MA 01923, (978) 750-8400, fax (978) 750-4470, or on the web at www
.copyright.com. Requests to the Publisher for permission should be addressed to the Permissions Department,
John Wiley & Sons, Inc., 111 River Street, Hoboken, NJ 07030, (201) 748-6011, fax (201) 748-6008, or online at
www.wiley.com/go/permission.
Trademarks: WILEY, the Wiley logo, and the Sybex logo are trademarks or registered trademarks of John Wiley
& Sons, Inc. and/or its affiliates, in the United States and other countries, and may not be used without written
permission. CompTIA and Project+ are trademarks or registered trademarks of CompTIA Properties, LLC. All other
trademarks are the property of their respective owners. John Wiley & Sons, Inc. is not associated with any product
or vendor mentioned in this book.
Limit of Liability/Disclaimer of Warranty: While the publisher and author have used their best efforts in preparing
this book, they make no representations or warranties with respect to the accuracy or completeness of the contents
of this book and specifically disclaim any implied warranties of merchantability or fitness for a particular purpose.
No warranty may be created or extended by sales representatives or written sales materials. The advice and
strategies contained herein may not be suitable for your situation. You should consult with a professional where
appropriate. Further, readers should be aware that websites listed in this work may have changed or disappeared
between when this work was written and when it is read. Neither the publisher nor authors shall be liable for any
loss of profit or any other commercial damages, including but not limited to special, incidental, consequential, or
other damages.
For general information on our other products and services or for technical support, please contact our Customer
Care Department within the United States at (800) 762-2974, outside the United States at (317) 572-3993 or fax
(317) 572-4002.
Wiley also publishes its books in a variety of electronic formats. Some content that appears in print may not be
available in electronic formats. For more information about Wiley products, visit our web site at www.wiley.com.
Library of Congress Control Number: 2022936876
Cover image: © Jeremy Woodhouse/Getty Images
Cover design: Wiley
Published by John Wiley & Sons, Inc., Hoboken, New Jersey.
Published simultaneously in Canada and the United Kingdom.
ISBN: 978-1-119- 89245-8
ISBN: 978-1-119- 89246-5 (ebk.)
ISBN: 978-1-119- 89247-2 (ebk.)
No part of this publication may be reproduced, stored in a retrieval system, or transmitted in any form or by
any means, electronic, mechanical, photocopying, recording, scanning, or otherwise, except as permitted under
Section 107 or 108 of the 1976 United States Copyright Act, without either the prior written permission of the
Publisher, or authorization through payment of the appropriate per-copy fee to the Copyright Clearance Center, Inc.,
222 Rosewood Drive, Danvers, MA 01923, (978) 750-8400, fax (978) 750-4470, or on the web at www
.copyright.com. Requests to the Publisher for permission should be addressed to the Permissions Department,
John Wiley & Sons, Inc., 111 River Street, Hoboken, NJ 07030, (201) 748-6011, fax (201) 748-6008, or online at
www.wiley.com/go/permission.
Trademarks: WILEY, the Wiley logo, and the Sybex logo are trademarks or registered trademarks of John Wiley
& Sons, Inc. and/or its affiliates, in the United States and other countries, and may not be used without written
permission. CompTIA and Project+ are trademarks or registered trademarks of CompTIA Properties, LLC. All other
trademarks are the property of their respective owners. John Wiley & Sons, Inc. is not associated with any product
or vendor mentioned in this book.
Limit of Liability/Disclaimer of Warranty: While the publisher and author have used their best efforts in preparing
this book, they make no representations or warranties with respect to the accuracy or completeness of the contents
of this book and specifically disclaim any implied warranties of merchantability or fitness for a particular purpose.
No warranty may be created or extended by sales representatives or written sales materials. The advice and
strategies contained herein may not be suitable for your situation. You should consult with a professional where
appropriate. Further, readers should be aware that websites listed in this work may have changed or disappeared
between when this work was written and when it is read. Neither the publisher nor authors shall be liable for any
loss of profit or any other commercial damages, including but not limited to special, incidental, consequential, or
other damages.
For general information on our other products and services or for technical support, please contact our Customer
Care Department within the United States at (800) 762-2974, outside the United States at (317) 572-3993 or fax
(317) 572-4002.
Wiley also publishes its books in a variety of electronic formats. Some content that appears in print may not be
available in electronic formats. For more information about Wiley products, visit our web site at www.wiley.com.
Library of Congress Control Number: 2022936876
Cover image: © Jeremy Woodhouse/Getty Images
Cover design: Wiley
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In loving memory of my father, Lt. Col. David L. Taylor, who was an
exemplary leader
exemplary leader
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Acknowledgments
Thank you for buying the third edition of CompTIA Project+ Study Guide: Exam PK0-005
to help you study and prepare for the CompTIA Project+ exam. I believe this book is a good
introduction to the in-depth world of project management and certification and will open up
many opportunities for you.
I would like to thank all the great team members at Wiley who were part of this project:
Kenyon Brown, senior acquisitions editor; David Clark, development editor; Barath Kumar
Rajasekaran, production editor; and all those behind the scenes who helped make this book
a success. They are terrific to work with, as always, and I appreciate their keen eyes and
insightful ideas and suggestions.
Special thanks go to Vanina Mangano for her work as technical editor. I appreciate her
diligence and great suggestions that helped make the content stronger.
And a thank-you, as always, goes to my husband and family for understanding my crazy
schedule while working on the book. And Dad, this one is for you. I learned my leadership
and organizational skills from the best!
Thank you for buying the third edition of CompTIA Project+ Study Guide: Exam PK0-005
to help you study and prepare for the CompTIA Project+ exam. I believe this book is a good
introduction to the in-depth world of project management and certification and will open up
many opportunities for you.
I would like to thank all the great team members at Wiley who were part of this project:
Kenyon Brown, senior acquisitions editor; David Clark, development editor; Barath Kumar
Rajasekaran, production editor; and all those behind the scenes who helped make this book
a success. They are terrific to work with, as always, and I appreciate their keen eyes and
insightful ideas and suggestions.
Special thanks go to Vanina Mangano for her work as technical editor. I appreciate her
diligence and great suggestions that helped make the content stronger.
And a thank-you, as always, goes to my husband and family for understanding my crazy
schedule while working on the book. And Dad, this one is for you. I learned my leadership
and organizational skills from the best!
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About the Author
Kim Heldman, MBA, PMP® is the CIO/Sr. Manager Information Technology for the
Regional Transportation District in Denver, Colorado. Kim directs IT resource planning,
budgeting, project prioritization, and strategic and tactical planning. She directs and oversees
IT design and development, enterprise resource planning systems, IT infrastructure, applica-
tion development, cybersecurity, IT program management, intelligent transportation systems,
data center operations, and more.
Kim oversees a portfolio of projects ranging from small in scope and budget to
multimillion- dollar, multiyear projects. She has more than 25 years of experience in
information technology project management. Kim has served in an executive leadership role
for more than 18 years and is regarded as a strategic visionary with an innate ability to col-
laborate with diverse groups and organizations, instill hope, improve morale, and lead her
teams in achieving goals they never thought possible.
Kim is also the author of PMP® Project Management Professional Exam Study Guide,
10th Edition , 2021, John Wiley & Sons and Project Management JumpStart, 3rd Edition ,
2021, John Wiley & Sons and coauthor of several other project management books. Kim has
also published several articles and is currently working on a leadership book.
Kim continues to write on project management best practices and leadership topics, and
she speaks at conferences and events. You can contact Kim at Kim.Heldman@gmail.com.
She personally answers all her email.
Kim Heldman, MBA, PMP® is the CIO/Sr. Manager Information Technology for the
Regional Transportation District in Denver, Colorado. Kim directs IT resource planning,
budgeting, project prioritization, and strategic and tactical planning. She directs and oversees
IT design and development, enterprise resource planning systems, IT infrastructure, applica-
tion development, cybersecurity, IT program management, intelligent transportation systems,
data center operations, and more.
Kim oversees a portfolio of projects ranging from small in scope and budget to
multimillion- dollar, multiyear projects. She has more than 25 years of experience in
information technology project management. Kim has served in an executive leadership role
for more than 18 years and is regarded as a strategic visionary with an innate ability to col-
laborate with diverse groups and organizations, instill hope, improve morale, and lead her
teams in achieving goals they never thought possible.
Kim is also the author of PMP® Project Management Professional Exam Study Guide,
10th Edition , 2021, John Wiley & Sons and Project Management JumpStart, 3rd Edition ,
2021, John Wiley & Sons and coauthor of several other project management books. Kim has
also published several articles and is currently working on a leadership book.
Kim continues to write on project management best practices and leadership topics, and
she speaks at conferences and events. You can contact Kim at Kim.Heldman@gmail.com.
She personally answers all her email.
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About the Technical Editor
Vanina Mangano is a program management leader within Google LLC where she leads a
team of program managers within the Ads organization. She devotes time to furthering the
project management profession through her volunteer work at the Project Management
Institute; currently, she serves as an advisory member within PMI’s Standards Insight Team,
helping to shape the standards roadmap.
Vanina Mangano is a program management leader within Google LLC where she leads a
team of program managers within the Ads organization. She devotes time to furthering the
project management profession through her volunteer work at the Project Management
Institute; currently, she serves as an advisory member within PMI’s Standards Insight Team,
helping to shape the standards roadmap.
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Contents at a Glance
Introduction xxi
Assessment Test xxx
Chapter 1 Introducing the Project 1
Chapter 2 Understanding IT Fundamentals 33
Chapter 3 Creating the Project Charter 71
Chapter 4 Planning the Project 107
Chapter 5 Creating the Project Schedule 153
Chapter 6 Resource Planning and Management 195
Chapter 7 Defining the Project Budget and Risk Plans 239
Chapter 8 Communicating the Plan 283
Chapter 9 Processing Change Requests 329
Chapter 10 Managing Quality and Closing Out the Project 363
Appendix Answers to Review Questions 399
Index 417
Introduction xxi
Assessment Test xxx
Chapter 1 Introducing the Project 1
Chapter 2 Understanding IT Fundamentals 33
Chapter 3 Creating the Project Charter 71
Chapter 4 Planning the Project 107
Chapter 5 Creating the Project Schedule 153
Chapter 6 Resource Planning and Management 195
Chapter 7 Defining the Project Budget and Risk Plans 239
Chapter 8 Communicating the Plan 283
Chapter 9 Processing Change Requests 329
Chapter 10 Managing Quality and Closing Out the Project 363
Appendix Answers to Review Questions 399
Index 417
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Contents
Introduction xxi
Assessment Test xxx
Chapter 1 Introducing the Project 1
Defining the Project 2
Identifying the Project 2
Programs and Portfolios 3
Understanding Operations 4
Using the PMBOK® Guide 5
Project Life Cycle Phases 5
Discovery Phase 6
Initiating Phase 6
Planning Phase 7
The Executing Phase 9
The Closing Phase 10
Performing the Discovery/Concept Preparation Phase 10
How Projects Come About 11
Creating the Business Case and Selecting Projects 13
Determining Benefits and Rewards 14
Examining Existing Artifacts 21
Project Selection Methods 23
Decision Models 24
Expert Judgment 25
Summary 25
Exam Essentials 26
Key Terms 27
Review Questions 28
Chapter 2 Understanding IT Fundamentals 33
Understanding the Role of the Project Manager 34
Leadership 35
Communication 35
Problem Solving 36
Negotiating 36
Organization and Time Management 37
Factors That Influence Project Management Activities 38
Environmental, Social, and Governance (ESG) Factors 38
Compliance and Privacy Considerations 40
Information Technology Fundamentals 46
Infrastructure 46
Introduction xxi
Assessment Test xxx
Chapter 1 Introducing the Project 1
Defining the Project 2
Identifying the Project 2
Programs and Portfolios 3
Understanding Operations 4
Using the PMBOK® Guide 5
Project Life Cycle Phases 5
Discovery Phase 6
Initiating Phase 6
Planning Phase 7
The Executing Phase 9
The Closing Phase 10
Performing the Discovery/Concept Preparation Phase 10
How Projects Come About 11
Creating the Business Case and Selecting Projects 13
Determining Benefits and Rewards 14
Examining Existing Artifacts 21
Project Selection Methods 23
Decision Models 24
Expert Judgment 25
Summary 25
Exam Essentials 26
Key Terms 27
Review Questions 28
Chapter 2 Understanding IT Fundamentals 33
Understanding the Role of the Project Manager 34
Leadership 35
Communication 35
Problem Solving 36
Negotiating 36
Organization and Time Management 37
Factors That Influence Project Management Activities 38
Environmental, Social, and Governance (ESG) Factors 38
Compliance and Privacy Considerations 40
Information Technology Fundamentals 46
Infrastructure 46
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xiv Contents
Cloud Models 51
Software 55
Financial Systems 60
Summary 62
Exam Essentials 64
Key Terms 65
Review Questions 67
Chapter 3 Creating the Project Charter 71
Identifying and Assessing Stakeholder Roles and Responsibilities 72
The Customer and End Users 73
The Project Sponsor 74
The Project Manager 75
The Senior Management Team 76
The Business Analyst 76
The Subject Matter Experts 76
The Project Management Office 77
The Program Manager 77
The IT Team 78
The Stakeholder Register 79
Assessing Stakeholders 80
Creating the Preliminary Scope Statement 83
Understanding the Need 84
Documenting the Preliminary Scope Definition 85
Creating the Project Charter 85
Purpose or Justification for the Project 86
Objectives 86
Project Description 87
Key Deliverables 87
High-Level List of Requirements 87
High-Level Milestones 87
Preapproved Budget 88
High-Level Assumptions 88
High-Level Constraints 88
Overall Risks 89
Other Contents 89
Project Success Criteria 89
Formal Approval 90
Creating the Records Management Plan 90
Determining Access Requirements 92
Holding the Kickoff Meeting 93
Summary 98
Cloud Models 51
Software 55
Financial Systems 60
Summary 62
Exam Essentials 64
Key Terms 65
Review Questions 67
Chapter 3 Creating the Project Charter 71
Identifying and Assessing Stakeholder Roles and Responsibilities 72
The Customer and End Users 73
The Project Sponsor 74
The Project Manager 75
The Senior Management Team 76
The Business Analyst 76
The Subject Matter Experts 76
The Project Management Office 77
The Program Manager 77
The IT Team 78
The Stakeholder Register 79
Assessing Stakeholders 80
Creating the Preliminary Scope Statement 83
Understanding the Need 84
Documenting the Preliminary Scope Definition 85
Creating the Project Charter 85
Purpose or Justification for the Project 86
Objectives 86
Project Description 87
Key Deliverables 87
High-Level List of Requirements 87
High-Level Milestones 87
Preapproved Budget 88
High-Level Assumptions 88
High-Level Constraints 88
Overall Risks 89
Other Contents 89
Project Success Criteria 89
Formal Approval 90
Creating the Records Management Plan 90
Determining Access Requirements 92
Holding the Kickoff Meeting 93
Summary 98
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Contents xv
Exam Essentials 99
Key Terms 101
Review Questions 102
Chapter 4 Planning the Project 107
Defining the Planning Phase 108
Documenting the Scope Management Plan 109
Writing the Scope Statement 110
Project Objectives 111
Project and Product Description 111
Success Criteria and Key Performance Indicators 111
Key Deliverables 112
Exclusions from Scope 112
Time and Cost Estimates 112
Assumptions 113
Constraints 113
Approval of the Scope Statement 118
Documenting the Requirements 119
Requirement Categories 119
The Requirements Document 121
Determining a Project Methodology 122
Projects in Control (PRINCE2) 124
DevOps 124
Development Life Cycle Methodologies 125
Using the Waterfall Methodology 125
Using Agile Methodologies 126
Scrum 127
Kanban 127
Scrumban 129
Lean 129
Extreme Programming 130
Feature-Driven Development 132
Dynamic Systems Development Method 132
Agile Unified Process 133
Hybrid 133
Summary of Project Life Cycles 134
Selecting a Methodology 136
Determining Scope on Agile Projects 138
Agile Team Members 139
Determine a Solutions Design 140
Summary 143
Exam Essentials 145
Key Terms 146
Review Questions 148
Exam Essentials 99
Key Terms 101
Review Questions 102
Chapter 4 Planning the Project 107
Defining the Planning Phase 108
Documenting the Scope Management Plan 109
Writing the Scope Statement 110
Project Objectives 111
Project and Product Description 111
Success Criteria and Key Performance Indicators 111
Key Deliverables 112
Exclusions from Scope 112
Time and Cost Estimates 112
Assumptions 113
Constraints 113
Approval of the Scope Statement 118
Documenting the Requirements 119
Requirement Categories 119
The Requirements Document 121
Determining a Project Methodology 122
Projects in Control (PRINCE2) 124
DevOps 124
Development Life Cycle Methodologies 125
Using the Waterfall Methodology 125
Using Agile Methodologies 126
Scrum 127
Kanban 127
Scrumban 129
Lean 129
Extreme Programming 130
Feature-Driven Development 132
Dynamic Systems Development Method 132
Agile Unified Process 133
Hybrid 133
Summary of Project Life Cycles 134
Selecting a Methodology 136
Determining Scope on Agile Projects 138
Agile Team Members 139
Determine a Solutions Design 140
Summary 143
Exam Essentials 145
Key Terms 146
Review Questions 148
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xvi Contents
Chapter 5 Creating the Project Schedule 153
Creating the Work Breakdown Structure 154
Decomposing the Major Deliverables 155
Guidelines for Creating a WBS 156
Benefits of the WBS 157
WBS Dictionary 158
Scope Baseline 158
Documenting the Project Management Plan 159
Schedule Planning 160
Defining Tasks 161
Task Sequencing 162
Types of Dependencies 162
Logical Relationships 163
Creating a Network Diagram 164
Assigning Resources 164
Determining Task Durations 165
Defining Duration 165
Estimating Techniques 165
Developing the Project Schedule 167
Milestones 168
Program Evaluation and Review Technique 169
Gantt Charts 170
The Critical Path Method 170
Duration Compression 172
Resource Loading 173
Project Scheduling Software 175
Setting the Baseline and Obtaining Approval 175
Quality Gates 176
Establishing Governance Gates 176
Scheduling Techniques Using Agile Methodologies 177
Estimating Techniques Using Agile 177
Burndown Chart 178
Story Points and Velocity 179
Kanban Board 180
Scrum Board 181
Agile Release Planning 182
Summary 185
Exam Essentials 186
Key Terms 188
Review Questions 190
Chapter 5 Creating the Project Schedule 153
Creating the Work Breakdown Structure 154
Decomposing the Major Deliverables 155
Guidelines for Creating a WBS 156
Benefits of the WBS 157
WBS Dictionary 158
Scope Baseline 158
Documenting the Project Management Plan 159
Schedule Planning 160
Defining Tasks 161
Task Sequencing 162
Types of Dependencies 162
Logical Relationships 163
Creating a Network Diagram 164
Assigning Resources 164
Determining Task Durations 165
Defining Duration 165
Estimating Techniques 165
Developing the Project Schedule 167
Milestones 168
Program Evaluation and Review Technique 169
Gantt Charts 170
The Critical Path Method 170
Duration Compression 172
Resource Loading 173
Project Scheduling Software 175
Setting the Baseline and Obtaining Approval 175
Quality Gates 176
Establishing Governance Gates 176
Scheduling Techniques Using Agile Methodologies 177
Estimating Techniques Using Agile 177
Burndown Chart 178
Story Points and Velocity 179
Kanban Board 180
Scrum Board 181
Agile Release Planning 182
Summary 185
Exam Essentials 186
Key Terms 188
Review Questions 190
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Contents xvii
Chapter 6 Resource Planning and Management 195
Understanding Organizational Structures 196
The Functional Organization 196
The Matrix Organization 198
The Projectized Organization 200
Determining Resource Needs 201
Resource Overallocation 203
Interproject Work 203
Resource Life Cycle 204
Personnel Management 206
Team Composition 206
Selecting Team Members 206
Roles and Responsibilities 208
Organization Charts and Position Descriptions 208
Matrix-Based Charts 209
Building and Managing a Cohesive Team 211
Trust Building 212
Monitoring Team Performance 212
Conflict Management 216
Managing Conflict 216
Project Kickoff Part Two 219
Procurement Planning 220
Statement of Work 221
Vendor Solicitation 222
Vendor Selection Criteria 223
Types of Contracts 226
Vendor-Related Documents 228
Summary 230
Exam Essentials 232
Key Terms 233
Review Questions 235
Chapter 7 Defining the Project Budget and Risk Plans 239
Understanding Information Security Concepts 240
Corporate IT Security Policies 240
Categorizing Security Policies 242
Estimating Costs 245
Cost-Estimating Techniques 245
Estimating Tips 249
Creating the Project Budget 250
Creating the Project Budget 251
Cost Baseline 253
Expenditure Tracking and Reporting 254
Chapter 6 Resource Planning and Management 195
Understanding Organizational Structures 196
The Functional Organization 196
The Matrix Organization 198
The Projectized Organization 200
Determining Resource Needs 201
Resource Overallocation 203
Interproject Work 203
Resource Life Cycle 204
Personnel Management 206
Team Composition 206
Selecting Team Members 206
Roles and Responsibilities 208
Organization Charts and Position Descriptions 208
Matrix-Based Charts 209
Building and Managing a Cohesive Team 211
Trust Building 212
Monitoring Team Performance 212
Conflict Management 216
Managing Conflict 216
Project Kickoff Part Two 219
Procurement Planning 220
Statement of Work 221
Vendor Solicitation 222
Vendor Selection Criteria 223
Types of Contracts 226
Vendor-Related Documents 228
Summary 230
Exam Essentials 232
Key Terms 233
Review Questions 235
Chapter 7 Defining the Project Budget and Risk Plans 239
Understanding Information Security Concepts 240
Corporate IT Security Policies 240
Categorizing Security Policies 242
Estimating Costs 245
Cost-Estimating Techniques 245
Estimating Tips 249
Creating the Project Budget 250
Creating the Project Budget 251
Cost Baseline 253
Expenditure Tracking and Reporting 254
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xviii Contents
Budget Burndown Chart 255
Earned Value Management 256
Expenditure Reporting 260
Risk Planning 260
Risk Identification 261
Risk Analysis 263
Preparing Risk Responses 267
Risk Monitoring 270
Summary 272
Exam Essentials 273
Key Terms 275
Review Questions 277
Chapter 8 Communicating the Plan 283
Communications Planning 284
Exchanging Information 285
Listening 287
Methods of Communicating 288
Assessing the Forms of Communication 288
Written and Verbal Communication 289
Communication Methods and Tools 289
The Communication Plan 292
Communicating with Project Team Members 293
Communicating on an Agile Team 294
Factors That Influence Communications 297
Communication Triggers 299
Holding Effective Meetings 302
Meeting Types 302
Preparing for Meetings 305
Communication Platforms 307
Collaboration Tools 307
Meeting Tools 309
Reporting Project Information 310
Project Status Reports 310
Project Dashboard 311
Charts 311
Establishing Communication Channels 313
Maintaining Communication Records 313
Controlling Communications 315
Managing Stakeholder Expectations and Communication Needs 316
Summary 321
Exam Essentials 322
Key Terms 323
Review Questions 325
Budget Burndown Chart 255
Earned Value Management 256
Expenditure Reporting 260
Risk Planning 260
Risk Identification 261
Risk Analysis 263
Preparing Risk Responses 267
Risk Monitoring 270
Summary 272
Exam Essentials 273
Key Terms 275
Review Questions 277
Chapter 8 Communicating the Plan 283
Communications Planning 284
Exchanging Information 285
Listening 287
Methods of Communicating 288
Assessing the Forms of Communication 288
Written and Verbal Communication 289
Communication Methods and Tools 289
The Communication Plan 292
Communicating with Project Team Members 293
Communicating on an Agile Team 294
Factors That Influence Communications 297
Communication Triggers 299
Holding Effective Meetings 302
Meeting Types 302
Preparing for Meetings 305
Communication Platforms 307
Collaboration Tools 307
Meeting Tools 309
Reporting Project Information 310
Project Status Reports 310
Project Dashboard 311
Charts 311
Establishing Communication Channels 313
Maintaining Communication Records 313
Controlling Communications 315
Managing Stakeholder Expectations and Communication Needs 316
Summary 321
Exam Essentials 322
Key Terms 323
Review Questions 325
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Contents xix
Chapter 9 Processing Change Requests 329
Executing Phase Activities 330
Reviewing the Project Management Plan 331
Managing Vendors 332
Contract Change Control 333
Paying Vendors 334
Implementing Change Control Systems 335
Create and Submit the Change Request 336
Documenting Changes in the Change Control Log
and Conducting a Preliminary Review 336
Conducting Impact Assessments 337
Documenting Change Recommendations 338
Determining Decision-Makers 339
Managing the Change Control Board 339
Documenting Approval Status in the Change Control Log 340
Communicating Change Status 340
Updating the Project Management Plan 341
Implementing the Change 341
Validating the Change and Perform a Quality Check 342
Communicating Change Deployment 342
Other Change Requests 342
Project Change Management 342
Implementing Organizational Change 343
Types of Organizational Change 343
Implementing Organizational Change 344
Operational Change Control on an IT Project 347
IT Infrastructure Control 347
Software Change Control 348
Other IT Change Processes 349
Agile Frameworks 349
Scaling Frameworks 350
Projects in Control (PRINCE2) 351
Summary 353
Exam Essentials 354
Key Terms 355
Review Questions 357
Chapter 10 Managing Quality and Closing Out the Project 363
Controlling Quality 364
Inspecting and Testing 364
Using Quality Charts 366
Common Causes of Variances 372
Taking Action on Quality Control 373
Chapter 9 Processing Change Requests 329
Executing Phase Activities 330
Reviewing the Project Management Plan 331
Managing Vendors 332
Contract Change Control 333
Paying Vendors 334
Implementing Change Control Systems 335
Create and Submit the Change Request 336
Documenting Changes in the Change Control Log
and Conducting a Preliminary Review 336
Conducting Impact Assessments 337
Documenting Change Recommendations 338
Determining Decision-Makers 339
Managing the Change Control Board 339
Documenting Approval Status in the Change Control Log 340
Communicating Change Status 340
Updating the Project Management Plan 341
Implementing the Change 341
Validating the Change and Perform a Quality Check 342
Communicating Change Deployment 342
Other Change Requests 342
Project Change Management 342
Implementing Organizational Change 343
Types of Organizational Change 343
Implementing Organizational Change 344
Operational Change Control on an IT Project 347
IT Infrastructure Control 347
Software Change Control 348
Other IT Change Processes 349
Agile Frameworks 349
Scaling Frameworks 350
Projects in Control (PRINCE2) 351
Summary 353
Exam Essentials 354
Key Terms 355
Review Questions 357
Chapter 10 Managing Quality and Closing Out the Project 363
Controlling Quality 364
Inspecting and Testing 364
Using Quality Charts 366
Common Causes of Variances 372
Taking Action on Quality Control 373
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xx Contents
Managing Issues 374
Roles and Responsibilities 374
Issue Tracking 374
Resolution Plan 375
Resolution Techniques 376
Outcome Documentation 376
Action Items 376
Using Performance Measures 377
Key Performance Indicators 377
Balanced Scorecard 379
Key Objectives and Results 379
Cost and Schedule Performance 379
Project Endings 380
Characteristics of Closing 380
Types of Project Endings 380
Steps in Closing Out a Project 382
Verification and Validation of Deliverables 382
Obtaining Sign-Off 383
Developing a Transition Plan and Operational Handoff 383
Removing Access 384
Releasing Team Members 384
Closing Out the Contract 384
Archiving Documentation 385
Documenting Lessons Learned and Project Evaluation 385
Project Closure Meeting 388
Project Closeout Report 388
Rewards and Celebrations 389
Postimplementation Support and Warranty Period 389
Summary 390
Exam Essentials 391
Key Terms 393
Review Questions 394
Appendix Answers to Review Questions 399
Chapter 1: Introducing the Project 400
Chapter 2: Understanding IT Fundamentals 401
Chapter 3: Creating the Project Charter 403
Chapter 4: Planning the Project 404
Chapter 5: Creating the Project Schedule 406
Chapter 6: Resource Planning and Management 408
Chapter 7: Defining the Project Budget and Risk Plans 409
Chapter 8: Communicating the Plan 411
Chapter 9: Processing Change Requests 413
Chapter 10: Managing Quality and Closing Out the Project 414
Index 417
Managing Issues 374
Roles and Responsibilities 374
Issue Tracking 374
Resolution Plan 375
Resolution Techniques 376
Outcome Documentation 376
Action Items 376
Using Performance Measures 377
Key Performance Indicators 377
Balanced Scorecard 379
Key Objectives and Results 379
Cost and Schedule Performance 379
Project Endings 380
Characteristics of Closing 380
Types of Project Endings 380
Steps in Closing Out a Project 382
Verification and Validation of Deliverables 382
Obtaining Sign-Off 383
Developing a Transition Plan and Operational Handoff 383
Removing Access 384
Releasing Team Members 384
Closing Out the Contract 384
Archiving Documentation 385
Documenting Lessons Learned and Project Evaluation 385
Project Closure Meeting 388
Project Closeout Report 388
Rewards and Celebrations 389
Postimplementation Support and Warranty Period 389
Summary 390
Exam Essentials 391
Key Terms 393
Review Questions 394
Appendix Answers to Review Questions 399
Chapter 1: Introducing the Project 400
Chapter 2: Understanding IT Fundamentals 401
Chapter 3: Creating the Project Charter 403
Chapter 4: Planning the Project 404
Chapter 5: Creating the Project Schedule 406
Chapter 6: Resource Planning and Management 408
Chapter 7: Defining the Project Budget and Risk Plans 409
Chapter 8: Communicating the Plan 411
Chapter 9: Processing Change Requests 413
Chapter 10: Managing Quality and Closing Out the Project 414
Index 417
Loading page 23...
Introduction
Have you ever wondered how the pyramids were built? Or the Eiffel Tower? How did
someone have the organizational skills to put all those people together and create such mag-
nificent structures? Coming forward to recent times—how is Microsoft capable of putting
together millions of lines of code for its latest operating system? The answer to all of these is
project management.
The CompTIA Project+ exam will test your knowledge of the concepts and processes
involved in project management. There are several project management methodologies
you can follow, each with their own processes and procedures, but at the foundation of
each one are sound project management principles and techniques. CompTIA Project+ is
vendor neutral. It acknowledges other methodologies such as those published by the Project
Management Institute® and PRINCE2® but doesn’t follow them precisely.
In this edition of CompTIA Project+ Study Guide, you’ll find plenty of discussion of
project management concepts such as defining the requirements, creating the project charter
document, creating the scope document, planning the project, assessing and managing risk,
and closing out the project. You’ll also find exam questions in categories such as information
technology fundamentals, agile processes, team building and personnel management, quality
management, status reporting, and more, and these are discussed as well.
The Project+ certification is centered on information technology (IT) projects. My job-
related experience is in IT, and many of the examples in this book are drawn from real-life
situations, but the names and scenarios have been changed to protect the guilty.
Where should you go beyond taking your Project+ test? If you find you’re interested in all
things project management, you should enroll in a good university-level class that takes you
through the meatier stages of project management. This book and this test only touch the
surface of project management techniques. You’ll find there is much more to learn and that
it’s possible to make a career of managing projects.
Make certain to study all the questions and answers in the assessment
test and at the end of each chapter. Then head over to the online test bank
at www.wiley.com/go/sybextestprep and take the two practice exams
included with your purchase of this book. The Project+ exam is designed
to test your knowledge of a concept or idea, so use this book to learn the
objective behind the question.
What Is the Project+ Certification?
CompTIA’s mission is to create tests and certifications that aren’t company-specific. For
example, you can take a server test that deals with the elements of servers and server opera-
tion but doesn’t ask you specifics about Dell, HP, or IBM equipment. CompTIA got its start
with what is now an industry standard, the A+ exam. This test is designed to examine your
Have you ever wondered how the pyramids were built? Or the Eiffel Tower? How did
someone have the organizational skills to put all those people together and create such mag-
nificent structures? Coming forward to recent times—how is Microsoft capable of putting
together millions of lines of code for its latest operating system? The answer to all of these is
project management.
The CompTIA Project+ exam will test your knowledge of the concepts and processes
involved in project management. There are several project management methodologies
you can follow, each with their own processes and procedures, but at the foundation of
each one are sound project management principles and techniques. CompTIA Project+ is
vendor neutral. It acknowledges other methodologies such as those published by the Project
Management Institute® and PRINCE2® but doesn’t follow them precisely.
In this edition of CompTIA Project+ Study Guide, you’ll find plenty of discussion of
project management concepts such as defining the requirements, creating the project charter
document, creating the scope document, planning the project, assessing and managing risk,
and closing out the project. You’ll also find exam questions in categories such as information
technology fundamentals, agile processes, team building and personnel management, quality
management, status reporting, and more, and these are discussed as well.
The Project+ certification is centered on information technology (IT) projects. My job-
related experience is in IT, and many of the examples in this book are drawn from real-life
situations, but the names and scenarios have been changed to protect the guilty.
Where should you go beyond taking your Project+ test? If you find you’re interested in all
things project management, you should enroll in a good university-level class that takes you
through the meatier stages of project management. This book and this test only touch the
surface of project management techniques. You’ll find there is much more to learn and that
it’s possible to make a career of managing projects.
Make certain to study all the questions and answers in the assessment
test and at the end of each chapter. Then head over to the online test bank
at www.wiley.com/go/sybextestprep and take the two practice exams
included with your purchase of this book. The Project+ exam is designed
to test your knowledge of a concept or idea, so use this book to learn the
objective behind the question.
What Is the Project+ Certification?
CompTIA’s mission is to create tests and certifications that aren’t company-specific. For
example, you can take a server test that deals with the elements of servers and server opera-
tion but doesn’t ask you specifics about Dell, HP, or IBM equipment. CompTIA got its start
with what is now an industry standard, the A+ exam. This test is designed to examine your
Loading page 24...
xxii Introduction
understanding of the workings of a PC and its associated connection to a network. There are
other tests as well: Network+, Linux+, Cloud+, CySA+, and many others.
Why Become Project+ Certified?
Certification in project management has increasingly become a requirement for those inter-
ested in full-time careers in this field. It improves your credibility with stakeholders and cus-
tomers. Becoming certified demonstrates your intent to learn the processes associated with
project management and provides you with opportunities for positions and advancements
that may not otherwise be possible.
Here are some reasons to consider the Project+ test and this study guide:
Demonstrates Proof of Professional Achievement Certification demonstrates to
current and potential employers that you are knowledgeable and well-grounded in
project management practices and have taken the initiative to prove your knowledge in
this area.
Increases Your Marketability If you take a moment to browse job postings for project
management positions, you’ll often find that certification is either highly desirable or
required. The CompTIA Project+ certification will help you stand out from other can-
didates and demonstrate that you have the skills and knowledge to fulfill the duties
required of a project manager.
Provides Opportunity for Advancement You may find that your Project+ certification
is just what you need to get that next step up the ladder. People who study and pass
certification tests prove, if nothing else, that they have the tenacity to get through a diffi-
cult subject and to demonstrate their understanding by testing on the subject.
Provides a Prerequisite for Advanced Project Management Training If you’re consid-
ering a project management career, the Project+ exam is a great way to start. Studying
for this exam gives you a foundation in project management. After passing the exam,
you should consider obtaining the Certified Associate Project Management (CAPM®
) or
Project Management Professional (PMP®
) certification through the Project Management
Institute (PMI). This study guide follows the principles and processes outlined by PMI
and is a great introduction to its certifications.
Raises Customer Confidence Because It Raises Your Confidence Customers who know
you’re certified in project management and who hear you speak and act with confidence
are more confident in the company you represent. If you’re able, for example, to identify
and describe the four categories of risks to prepare for on a project, your customer gains
confidence in you.
How to Become Project+ Certified
First, study the topics and processes outlined in this book, make certain to answer all the
end-of-chapter questions, and then take the bonus exams found here: www.wiley.com/go/
sybextestprep.
understanding of the workings of a PC and its associated connection to a network. There are
other tests as well: Network+, Linux+, Cloud+, CySA+, and many others.
Why Become Project+ Certified?
Certification in project management has increasingly become a requirement for those inter-
ested in full-time careers in this field. It improves your credibility with stakeholders and cus-
tomers. Becoming certified demonstrates your intent to learn the processes associated with
project management and provides you with opportunities for positions and advancements
that may not otherwise be possible.
Here are some reasons to consider the Project+ test and this study guide:
Demonstrates Proof of Professional Achievement Certification demonstrates to
current and potential employers that you are knowledgeable and well-grounded in
project management practices and have taken the initiative to prove your knowledge in
this area.
Increases Your Marketability If you take a moment to browse job postings for project
management positions, you’ll often find that certification is either highly desirable or
required. The CompTIA Project+ certification will help you stand out from other can-
didates and demonstrate that you have the skills and knowledge to fulfill the duties
required of a project manager.
Provides Opportunity for Advancement You may find that your Project+ certification
is just what you need to get that next step up the ladder. People who study and pass
certification tests prove, if nothing else, that they have the tenacity to get through a diffi-
cult subject and to demonstrate their understanding by testing on the subject.
Provides a Prerequisite for Advanced Project Management Training If you’re consid-
ering a project management career, the Project+ exam is a great way to start. Studying
for this exam gives you a foundation in project management. After passing the exam,
you should consider obtaining the Certified Associate Project Management (CAPM®
) or
Project Management Professional (PMP®
) certification through the Project Management
Institute (PMI). This study guide follows the principles and processes outlined by PMI
and is a great introduction to its certifications.
Raises Customer Confidence Because It Raises Your Confidence Customers who know
you’re certified in project management and who hear you speak and act with confidence
are more confident in the company you represent. If you’re able, for example, to identify
and describe the four categories of risks to prepare for on a project, your customer gains
confidence in you.
How to Become Project+ Certified
First, study the topics and processes outlined in this book, make certain to answer all the
end-of-chapter questions, and then take the bonus exams found here: www.wiley.com/go/
sybextestprep.
Loading page 25...
Introduction xxiii
Then go to the CompTIA website (www.comptia.org) to find the list of testing sites
where the exam is currently conducted.
Prices and testing centers are subject to change at any time. Please visit
CompTIA’s website for the most up-to- date information: www
.comptia.org.
If you take the test in person, you’ll need a driver’s license and one other form of ID when
you arrive at the testing center. No calculators, computers, cell phones, or other electronic
devices are allowed in the testing area. CompTIA also offers an online test option. You’re
allowed 90 minutes to take the exam, and there are a maximum of 95 multiple-choice and
drag-and- drop questions. You must score a 710 (on a scale of 100–900) to pass. There are
no prerequisites for this exam. You’ll be notified of your grade as soon as you finish the test.
Who Should Buy This Book?
You should buy this book if you’re interested in project management and want to learn
more about the topic. The Project+ exam is an ideal way to introduce yourself to project
management concepts and techniques, and this book will immerse you in the basics of those
techniques.
If you’ve never taken a certification test before, you’ll find that the Project+ exam is a
pleasant way to get your feet wet. The test isn’t overly complicated or riddled with trick
questions; it simply covers the basics of project management. Once you pass the exam
and gain confidence in your project management knowledge and skills, you’ll be ready to
progress to other certifications and be eager to learn the more in-depth topics involved in
project management.
What Does This Book Cover?
This book follows the CompTIA Project+ exam blueprint and is divided into chapters that
cover major topic areas. Each section is explained in sufficient detail to become a Project+
certified professional. Certain areas have been expanded upon, which are important concepts
to know. However, they do not map directly to an exam objective.
You will learn the following information in this book:
Chapter 1: Introducing the Project provides a high-level overview of project
management, introducing the basic terminology of project management, an under-
standing of the project phases, and how the Discovery/Concept phase is conducted.
Chapter 2: Understanding IT Fundamentals outlines information technology concepts,
including understanding the basic concepts of infrastructure, cloud models, and soft-
ware; understanding development life cycles; using project selection criteria; and under-
standing project team roles.
Then go to the CompTIA website (www.comptia.org) to find the list of testing sites
where the exam is currently conducted.
Prices and testing centers are subject to change at any time. Please visit
CompTIA’s website for the most up-to- date information: www
.comptia.org.
If you take the test in person, you’ll need a driver’s license and one other form of ID when
you arrive at the testing center. No calculators, computers, cell phones, or other electronic
devices are allowed in the testing area. CompTIA also offers an online test option. You’re
allowed 90 minutes to take the exam, and there are a maximum of 95 multiple-choice and
drag-and- drop questions. You must score a 710 (on a scale of 100–900) to pass. There are
no prerequisites for this exam. You’ll be notified of your grade as soon as you finish the test.
Who Should Buy This Book?
You should buy this book if you’re interested in project management and want to learn
more about the topic. The Project+ exam is an ideal way to introduce yourself to project
management concepts and techniques, and this book will immerse you in the basics of those
techniques.
If you’ve never taken a certification test before, you’ll find that the Project+ exam is a
pleasant way to get your feet wet. The test isn’t overly complicated or riddled with trick
questions; it simply covers the basics of project management. Once you pass the exam
and gain confidence in your project management knowledge and skills, you’ll be ready to
progress to other certifications and be eager to learn the more in-depth topics involved in
project management.
What Does This Book Cover?
This book follows the CompTIA Project+ exam blueprint and is divided into chapters that
cover major topic areas. Each section is explained in sufficient detail to become a Project+
certified professional. Certain areas have been expanded upon, which are important concepts
to know. However, they do not map directly to an exam objective.
You will learn the following information in this book:
Chapter 1: Introducing the Project provides a high-level overview of project
management, introducing the basic terminology of project management, an under-
standing of the project phases, and how the Discovery/Concept phase is conducted.
Chapter 2: Understanding IT Fundamentals outlines information technology concepts,
including understanding the basic concepts of infrastructure, cloud models, and soft-
ware; understanding development life cycles; using project selection criteria; and under-
standing project team roles.
Loading page 26...
xxiv Introduction
Chapter 3: Creating the Project Charter begins with a discussion of the Initiating phase.
It then examines the elements of the project charter, how to identify and assess stake-
holders, creating a records management system, and developing information security
procedures, and concludes with an overview of the kickoff meeting.
Chapter 4: Planning the Project moves into project planning, beginning with document-
ing the project scope statement, understanding project influences and constraints, docu-
menting the requirements, and defining requirements on an agile project.
Chapter 5: Creating the Project Schedule extends planning to creation of a detailed
project schedule. It starts with an explanation of the work breakdown structure and
how that is developed, then covers the entire schedule planning process, beginning with
identifying and sequencing the tasks to be performed and allocating resources. You’ll
learn how to calculate task durations and the critical path through them, as well as
determine milestones and set a baseline and obtain approval. Finally, you’ll see how to
prepare and conduct sprint planning for agile projects.
Chapter 6: Resource Planning and Management is where you’ll learn about organiza-
tional structures, determining resource needs, personnel management, team structure on
agile projects, conflict resolution, and procurement and vendor selection techniques.
Chapter 7: Defining the Project Budget and Risk Plans covers cost estimating and cost
budgeting and the risk activities and strategies for your project. You’ll learn the basic
techniques of estimating and then tracking costs, along with risk analysis and planning.
Chapter 8: Communicating the Plan covers the role of communication—with stake-
holders, team members, and others—in project management. You’ll learn what
information needs to be communicated and how to do so most effectively. You’ll learn
about communication tools as well as factors that influence communication, and we’ll
end with agile communication methods.
Chapter 9: Processing Change Requests outlines the activities in the Executing phase. It
shows how to deal with changing project requirements and how to set up a change con-
trol system. It also looks at the types of organizational change that can affect a project,
operational change control for an IT project, and how to manage vendor performance.
Chapter 10: Managing Quality and Closing Out the Project looks at quality
management concepts, testing, performance charts, and performance measures. It also
reviews the steps a project manager will take in closing out a project, including vali-
dating deliverables and creating a transition plan.
Many of the examples used to demonstrate practical application of the
material in this book focus on IT projects. However, the techniques and
concepts discussed here can be applied to projects in any industry.
Chapter 3: Creating the Project Charter begins with a discussion of the Initiating phase.
It then examines the elements of the project charter, how to identify and assess stake-
holders, creating a records management system, and developing information security
procedures, and concludes with an overview of the kickoff meeting.
Chapter 4: Planning the Project moves into project planning, beginning with document-
ing the project scope statement, understanding project influences and constraints, docu-
menting the requirements, and defining requirements on an agile project.
Chapter 5: Creating the Project Schedule extends planning to creation of a detailed
project schedule. It starts with an explanation of the work breakdown structure and
how that is developed, then covers the entire schedule planning process, beginning with
identifying and sequencing the tasks to be performed and allocating resources. You’ll
learn how to calculate task durations and the critical path through them, as well as
determine milestones and set a baseline and obtain approval. Finally, you’ll see how to
prepare and conduct sprint planning for agile projects.
Chapter 6: Resource Planning and Management is where you’ll learn about organiza-
tional structures, determining resource needs, personnel management, team structure on
agile projects, conflict resolution, and procurement and vendor selection techniques.
Chapter 7: Defining the Project Budget and Risk Plans covers cost estimating and cost
budgeting and the risk activities and strategies for your project. You’ll learn the basic
techniques of estimating and then tracking costs, along with risk analysis and planning.
Chapter 8: Communicating the Plan covers the role of communication—with stake-
holders, team members, and others—in project management. You’ll learn what
information needs to be communicated and how to do so most effectively. You’ll learn
about communication tools as well as factors that influence communication, and we’ll
end with agile communication methods.
Chapter 9: Processing Change Requests outlines the activities in the Executing phase. It
shows how to deal with changing project requirements and how to set up a change con-
trol system. It also looks at the types of organizational change that can affect a project,
operational change control for an IT project, and how to manage vendor performance.
Chapter 10: Managing Quality and Closing Out the Project looks at quality
management concepts, testing, performance charts, and performance measures. It also
reviews the steps a project manager will take in closing out a project, including vali-
dating deliverables and creating a transition plan.
Many of the examples used to demonstrate practical application of the
material in this book focus on IT projects. However, the techniques and
concepts discussed here can be applied to projects in any industry.
Loading page 27...
Introduction xxv
Interactive Online Learning
Environment and Test Bank
The interactive online learning environment that accompanies the Project+ exam certification
guide provides a test bank and study tools to help you prepare for the exam. By using these
tools, you can increase your chances of passing the exam on your first try.
The online section includes the following:
Sample Tests Sample tests are provided in the book and online. In the book you’ll find
the assessment test at the end of this introduction, and the chapter tests that include the
review questions at the end of each chapter. Online, there are two bonus practice exams
that simulate the actual test. Use these questions to test your knowledge of the study
guide material. The online test bank runs on multiple devices.
Flashcards The online flashcard bank includes more than 300 flashcards to ensure
that you’re ready for the exam. Questions are provided in digital flashcard format (a
question followed by a single correct answer). You can use the flashcards to reinforce
your learning and provide last-minute test prep before the exam. And no worries—
armed with the review questions, practice exams, and flashcards, you’ll be prepared
when exam day comes!
Other Study Tools A glossary of key terms from this book and their definitions are
available as a fully searchable PDF.
Go to www.wiley.com/go/sybextestprep to register and gain access
to this interactive online learning environment and test bank with
study tools.
How to Use This Book
If you want a solid foundation for preparing for the CompTIA Project+ exam, then look no
further. I’ve spent hundreds of hours writing this book and online materials with the inten-
tion of helping you pass the exam as well as helping you learn about the exciting field of
project management.
This book is loaded with valuable information, and you will get the most out of your
study time if you understand why the book is organized the way it is.
Interactive Online Learning
Environment and Test Bank
The interactive online learning environment that accompanies the Project+ exam certification
guide provides a test bank and study tools to help you prepare for the exam. By using these
tools, you can increase your chances of passing the exam on your first try.
The online section includes the following:
Sample Tests Sample tests are provided in the book and online. In the book you’ll find
the assessment test at the end of this introduction, and the chapter tests that include the
review questions at the end of each chapter. Online, there are two bonus practice exams
that simulate the actual test. Use these questions to test your knowledge of the study
guide material. The online test bank runs on multiple devices.
Flashcards The online flashcard bank includes more than 300 flashcards to ensure
that you’re ready for the exam. Questions are provided in digital flashcard format (a
question followed by a single correct answer). You can use the flashcards to reinforce
your learning and provide last-minute test prep before the exam. And no worries—
armed with the review questions, practice exams, and flashcards, you’ll be prepared
when exam day comes!
Other Study Tools A glossary of key terms from this book and their definitions are
available as a fully searchable PDF.
Go to www.wiley.com/go/sybextestprep to register and gain access
to this interactive online learning environment and test bank with
study tools.
How to Use This Book
If you want a solid foundation for preparing for the CompTIA Project+ exam, then look no
further. I’ve spent hundreds of hours writing this book and online materials with the inten-
tion of helping you pass the exam as well as helping you learn about the exciting field of
project management.
This book is loaded with valuable information, and you will get the most out of your
study time if you understand why the book is organized the way it is.
Loading page 28...
xxvi Introduction
To maximize your benefit from this book, I recommend the following study method:
1. Take the assessment test that’s provided at the end of this introduction. (The answers are
at the end of the test.) It’s okay if you don’t know any of the answers; that’s why you
bought this book! Carefully read over the explanations for any question you get wrong
and note the chapters in which the material is covered. This information should help
you plan your study strategy.
2. Study each chapter carefully, making sure you fully understand the information and the
test objectives listed at the beginning of each one. Pay close attention to any chapter that
includes material covered in questions you missed.
3. Answer all the review questions at the end of each chapter. (The answers appear in the
Appendix.) Note the questions that confuse you and study the topics they cover again
until the concepts are crystal clear. Do not just skim these questions. Make sure you
fully comprehend the reason for each correct answer. Remember that these will not be
the exact questions you will find on the exam, but they’re written to help you under-
stand the chapter material and ultimately pass the exam.
4. Take the bonus exams that are exclusive to this book. You can find them at
www.sybex.com/go/sybextestprep.
5. Test yourself using all the flashcards, which are also found at the URL mentioned
previously.
Set aside the same time period every day to study and select a comfortable and quiet place
to do so. I’m confident that if you work hard to understand the concepts presented, you’ll
be surprised at how quickly you learn this material. Studying for the CompTIA exam is a lot
like getting in shape—if you don’t go to the gym every day, it’s not going to happen.
Tips for Taking the Project+ Exam
Here are some general tips for taking your exam successfully:
■ Bring two forms of ID with you. One must be a photo ID, such as a driver’s license. The
other can be a major credit card or a passport. Both forms must have a signature.
■ Arrive early at the exam center so that you can relax and review your study materials.
■ Read the questions carefully. Don’t be tempted to jump to an early conclusion. Make
sure you know exactly what the question is asking.
■ Don’t leave any unanswered questions. Unanswered questions are scored against you.
■ There will be questions with multiple correct responses. When there is more than one
correct answer, there will be a statement at the end of the question instructing you to
select the proper number of correct responses, such as “Choose two.”
■ When answering multiple-choice questions you’re not sure about, use a process of elimi-
nation to eliminate the incorrect responses first. This will improve your odds if you need
to make an educated guess.
■ For the latest pricing on the exam and updates to the registration procedures, refer to
the CompTIA site at www.comptia.org.
To maximize your benefit from this book, I recommend the following study method:
1. Take the assessment test that’s provided at the end of this introduction. (The answers are
at the end of the test.) It’s okay if you don’t know any of the answers; that’s why you
bought this book! Carefully read over the explanations for any question you get wrong
and note the chapters in which the material is covered. This information should help
you plan your study strategy.
2. Study each chapter carefully, making sure you fully understand the information and the
test objectives listed at the beginning of each one. Pay close attention to any chapter that
includes material covered in questions you missed.
3. Answer all the review questions at the end of each chapter. (The answers appear in the
Appendix.) Note the questions that confuse you and study the topics they cover again
until the concepts are crystal clear. Do not just skim these questions. Make sure you
fully comprehend the reason for each correct answer. Remember that these will not be
the exact questions you will find on the exam, but they’re written to help you under-
stand the chapter material and ultimately pass the exam.
4. Take the bonus exams that are exclusive to this book. You can find them at
www.sybex.com/go/sybextestprep.
5. Test yourself using all the flashcards, which are also found at the URL mentioned
previously.
Set aside the same time period every day to study and select a comfortable and quiet place
to do so. I’m confident that if you work hard to understand the concepts presented, you’ll
be surprised at how quickly you learn this material. Studying for the CompTIA exam is a lot
like getting in shape—if you don’t go to the gym every day, it’s not going to happen.
Tips for Taking the Project+ Exam
Here are some general tips for taking your exam successfully:
■ Bring two forms of ID with you. One must be a photo ID, such as a driver’s license. The
other can be a major credit card or a passport. Both forms must have a signature.
■ Arrive early at the exam center so that you can relax and review your study materials.
■ Read the questions carefully. Don’t be tempted to jump to an early conclusion. Make
sure you know exactly what the question is asking.
■ Don’t leave any unanswered questions. Unanswered questions are scored against you.
■ There will be questions with multiple correct responses. When there is more than one
correct answer, there will be a statement at the end of the question instructing you to
select the proper number of correct responses, such as “Choose two.”
■ When answering multiple-choice questions you’re not sure about, use a process of elimi-
nation to eliminate the incorrect responses first. This will improve your odds if you need
to make an educated guess.
■ For the latest pricing on the exam and updates to the registration procedures, refer to
the CompTIA site at www.comptia.org.
Loading page 29...
Introduction xxvii
The Exam Objectives
Behind every certification exam, there are exam objectives. The objectives are competency
areas that cover specific topics of project management. The introductory section of each
chapter in this book lists the objectives that are discussed in the chapter.
Exam objectives are subject to change at any time without prior notice
and at CompTIA’s sole discretion. Please visit the Certification page of
CompTIA’s website (www.comptia.org) for the most current listing of
Project+ exam objectives.
The Project+ exam will test you on four domains:
■ 1.0 Project Management Concepts
■ 2.0 Project Life Cycle Phases
■ 3.0 Tools and Documentation
■ 4.0 Basics of IT and Governance
Project+ Exam Map
The following objective map will allow you to find the chapter in this book that covers each
objective for the exam.
1.0 Project Management Concepts
Exam Objective Chapters
1.1 Explain the basic characteristics of a project and various methodologies
and frameworks used in IT projects
1, 4, 9
1.2 Compare and contrast agile vs. waterfall concepts 4, 6, 8
1.3 Given a scenario, apply the change control process throughout the
project life cycle
9
1.4 Given a scenario, perform risk management activities 7, 10
1.5 Given a scenario, perform issue management activities 10
1.6 Given a scenario, apply schedule development and management activities
and techniques
5, 7
The Exam Objectives
Behind every certification exam, there are exam objectives. The objectives are competency
areas that cover specific topics of project management. The introductory section of each
chapter in this book lists the objectives that are discussed in the chapter.
Exam objectives are subject to change at any time without prior notice
and at CompTIA’s sole discretion. Please visit the Certification page of
CompTIA’s website (www.comptia.org) for the most current listing of
Project+ exam objectives.
The Project+ exam will test you on four domains:
■ 1.0 Project Management Concepts
■ 2.0 Project Life Cycle Phases
■ 3.0 Tools and Documentation
■ 4.0 Basics of IT and Governance
Project+ Exam Map
The following objective map will allow you to find the chapter in this book that covers each
objective for the exam.
1.0 Project Management Concepts
Exam Objective Chapters
1.1 Explain the basic characteristics of a project and various methodologies
and frameworks used in IT projects
1, 4, 9
1.2 Compare and contrast agile vs. waterfall concepts 4, 6, 8
1.3 Given a scenario, apply the change control process throughout the
project life cycle
9
1.4 Given a scenario, perform risk management activities 7, 10
1.5 Given a scenario, perform issue management activities 10
1.6 Given a scenario, apply schedule development and management activities
and techniques
5, 7
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xxviii Introduction
Exam Objective Chapters
1.7 Compare and contrast quality management concepts and performance
management concepts
10
1.8 Compare and contrast communication management concepts 8
1.9 Given a scenario, apply effective meeting management techniques 8
1.10 Given a scenario, perform basic activities related to team and resource
management
2, 3, 4, 6
1.11 Explain important project procurement and vendor selection concepts 6
2.0 Project Life Cycle Phases
Exam Objective Chapters
2.1 Explain the value of artifacts in the discovery/concept preparation
phase for a project
1, 7
2.2 Given a scenario, perform activities during the project initiation phase 3, 4, 6
2.3 Given a scenario, perform activities during the project planning phase 4, 5, 6, 7, 8, 10
2.4 Given a scenario, perform activities during the project execution phase 6, 8, 9
2.5 Explain the importance of activities performed during the closing phase 10
3.0 Tools and Documentation
Exam Objective Chapters
3.1 Given a scenario, use the appropriate tools throughout the project life
cycle
5, 6, 7, 8, 9, 10
3.2 Compare and contrast various project management productivity tools 8
3.3 Given a scenario, analyze quality and performance charts to inform
project decisions
5, 8, 10
Exam Objective Chapters
1.7 Compare and contrast quality management concepts and performance
management concepts
10
1.8 Compare and contrast communication management concepts 8
1.9 Given a scenario, apply effective meeting management techniques 8
1.10 Given a scenario, perform basic activities related to team and resource
management
2, 3, 4, 6
1.11 Explain important project procurement and vendor selection concepts 6
2.0 Project Life Cycle Phases
Exam Objective Chapters
2.1 Explain the value of artifacts in the discovery/concept preparation
phase for a project
1, 7
2.2 Given a scenario, perform activities during the project initiation phase 3, 4, 6
2.3 Given a scenario, perform activities during the project planning phase 4, 5, 6, 7, 8, 10
2.4 Given a scenario, perform activities during the project execution phase 6, 8, 9
2.5 Explain the importance of activities performed during the closing phase 10
3.0 Tools and Documentation
Exam Objective Chapters
3.1 Given a scenario, use the appropriate tools throughout the project life
cycle
5, 6, 7, 8, 9, 10
3.2 Compare and contrast various project management productivity tools 8
3.3 Given a scenario, analyze quality and performance charts to inform
project decisions
5, 8, 10
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Subject
CompTIA Certifications