CompTIA Project+ Study Guide: Exam PK0-005 (2022)

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onExamVouchers”

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=®Project+ThirdEditionKimHeldman,MBA,PMPCusmex

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Copyright©2023byJohnWiley&Sons,Inc.Allrightsreserved.PublishedbyJohnWiley&Sons,Inc.,Hoboken,NewJersey.PublishedsimultaneouslyinCanadaandtheUnitedKingdom.ISBN:978-1-119-89245-8ISBN:978-1-119-89246-5(ebk.)ISBN:978-1-119-89247-2(ebk.)Nopartofthispublicationmaybereproduced,storedinaretrievalsystem,ortransmittedinanyformorbyanymeans,electronic,mechanical,photocopying,recording,scanning,orotherwise,exceptaspermittedunderSection107or108ofthe1976UnitedStatesCopyrightAct,withouteitherthepriorwrittenpermissionofthePublisher,orauthorizationthroughpaymentoftheappropriateper-copyfeetotheCopyrightClearanceCenter,Inc.,222RosewoodDrive,Danvers,MA01923,(978)750-8400,fax(978)750-4470,oronthewebatwww.copyright.com.RequeststothePublisherforpermissionshouldbeaddressedtothePermissionsDepartment,JohnWiley&Sons,Inc.,111RiverStreet,Hoboken,NJ07030,(201)748-6011,fax(201)748-6008,oronlineatwww.wiley.com/go/permission.Trademarks:WILEY,theWileylogo,andtheSybexlogoaretrademarksorregisteredtrademarksofJohnWiley&Sons,Inc.and/oritsaffiliates,intheUnitedStatesandothercountries,andmaynotbeusedwithoutwrittenpermission.CompTIAandProject+aretrademarksorregisteredtrademarksofCompTIAProperties,LLC.Allothertrademarksarethepropertyoftheirrespectiveowners.JohnWiley&Sons,Inc.isnotassociatedwithanyproductorvendormentionedinthisbook.LimitofLiability/DisclaimerofWarranty:Whilethepublisherandauthorhaveusedtheirbesteffortsinpreparingthisbook,theymakenorepresentationsorwarrantieswithrespecttotheaccuracyorcompletenessofthecontentsofthisbookandspecificallydisclaimanyimpliedwarrantiesofmerchantabilityorfitnessforaparticularpurpose.Nowarrantymaybecreatedorextendedbysalesrepresentativesorwrittensalesmaterials.Theadviceandstrategiescontainedhereinmaynotbesuitableforyoursituation.Youshouldconsultwithaprofessionalwhereappropriate.Further,readersshouldbeawarethatwebsiteslistedinthisworkmayhavechangedordisappearedbetweenwhenthisworkwaswrittenandwhenitisread.Neitherthepublishernorauthorsshallbeliableforanylossofprofitoranyothercommercialdamages,includingbutnotlimitedtospecial,incidental,consequential,orotherdamages.Forgeneralinformationonourotherproductsandservicesorfortechnicalsupport,pleasecontactourCustomerCareDepartmentwithintheUnitedStatesat(800)762-2974,outsidetheUnitedStatesat(317)572-3993orfax(317)572-4002.Wileyalsopublishesitsbooksinavarietyofelectronicformats.Somecontentthatappearsinprintmaynotbeavailableinelectronicformats.FormoreinformationaboutWileyproducts,visitourwebsiteatwww.wiLey.com.LibraryofCongressControlNumber:2022936876Coverimage:©JeremyWoodhouse/GettyImagesCoverdesign:WileyStudy

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Inlovingmemoryofmyfather,Lt.Col.DavidL.Taylor,whowasanexemplaryleader1StudyX

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®AcknowledgmentsThankyouforbuyingthethirdeditionofCompTIAProject+StudyGuide:ExamPK0-005tohelpyoustudyandpreparefortheCompTIAProject+exam.Ibelievethisbookisagoodintroductiontothein-depthworldofprojectmanagementandcertificationandwillopenupmanyopportunitiesforyou.IwouldliketothankallthegreatteammembersatWileywhowerepartofthisproject:KenyonBrown,senioracquisitionseditor;DavidClark,developmenteditor;BarathKumarRajasekaran,productioneditor;andallthosebehindthesceneswhohelpedmakethisbookasuccess.Theyareterrifictoworkwith,asalways,andIappreciatetheirkeeneyesandinsightfulideasandsuggestions.SpecialthanksgotoVaninaManganoforherworkastechnicaleditor.Iappreciateherdiligenceandgreatsuggestionsthathelpedmakethecontentstronger.Andathank-you,asalways,goestomyhusbandandfamilyforunderstandingmycrazyschedulewhileworkingonthebook.AndDad,thisoneisforyou.Ilearnedmyleadershipandorganizationalskillsfromthebest!@®Ee&oss2010%|

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1StudyX[Ee—&oss2010%|

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|@AbouttheAuthorKimHeldman,MBA,PMP®istheCIO/Sr.ManagerInformationTechnologyfortheRegionalTransportationDistrictinDenver,Colorado.KimdirectsITresourceplanning,budgeting,projectprioritization,andstrategicandtacticalplanning.ShedirectsandoverseesITdesignanddevelopment,enterpriseresourceplanningsystems,ITinfrastructure,applica-tiondevelopment,cybersecurity,ITprogrammanagement,intelligenttransportationsystems,datacenteroperations,andmore.Kimoverseesaportfolioofprojectsrangingfromsmallinscopeandbudgettomultimillion-dollar,multiyearprojects.Shehasmorethan25yearsofexperienceininformationtechnologyprojectmanagement.Kimhasservedinanexecutiveleadershiproleformorethan18yearsandisregardedasastrategicvisionarywithaninnateabilitytocol-laboratewithdiversegroupsandorganizations,instillhope,improvemorale,andleadherteamsinachievinggoalstheyneverthoughtpossible.KimisalsotheauthorofPMP®ProjectManagementProfessionalExamStudyGuide,10thEdition,2021,JohnWiley&SonsandProjectManagementJumpStart,3rdEdition,2021,JohnWiley&Sonsandcoauthorofseveralotherprojectmanagementbooks.Kimhasalsopublishedseveralarticlesandiscurrentlyworkingonaleadershipbook.Kimcontinuestowriteonprojectmanagementbestpracticesandleadershiptopics,andshespeaksatconferencesandevents.YoucancontactKimatKim.Heldman@gmail.com.@Shepersonallyanswersallheremail.Py[(E——&—

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AbouttheTechnicalEditorVaninaManganoisaprogrammanagementleaderwithinGoogleLLCwheresheleadsateamofprogrammanagerswithintheAdsorganization.ShedevotestimetofurtheringtheprojectmanagementprofessionthroughhervolunteerworkattheProjectManagementInstitute;currently,sheservesasanadvisorymemberwithinPMI’sStandardsInsightTeam,helpingtoshapethestandardsroadmap.Study!|Heldman892458_fother02.ndd10&05.08.202220:10:49|

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ContentsataGlanceIntroductionxxiAssessmentTestxxxChapter1IntroducingtheProject1Chapter2UnderstandingITFundamentals33Chapter3CreatingtheProjectCharter7Chapter4PlanningtheProject107Chapter5CreatingtheProjectSchedule153Chapter6ResourcePlanningandManagement195Chapter7DefiningtheProjectBudgetandRiskPlans239Chapter8CommunicatingthePlan283Chapter9ProcessingChangeRequests329Chapter10ManagingQualityandClosingOuttheProject363AppendixAnswerstoReviewQuestions399Index417T=Study)

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ContentsIntroductionxxiAssessmentTestxxxChapter1IntroducingtheProject1DefiningtheProject2IdentifyingtheProject2ProgramsandPortfolios3UnderstandingOperations4UsingthePMBOK®Guide5ProjectLifeCyclePhases5DiscoveryPhase6InitiatingPhase6PlanningPhase7TheExecutingPhase9TheClosingPhase10PerformingtheDiscovery/ConceptPreparationPhase10HowProjectsComeAbout11CreatingtheBusinessCaseandSelectingProjects13DeterminingBenefitsandRewards14ExaminingExistingArtifacts21ProjectSelectionMethods23DecisionModels24ExpertJudgment25Summary25ExamEssentials26KeyTerms27ReviewQuestions28Chapter2UnderstandingITFundamentals33UnderstandingtheRoleoftheProjectManager34Leadership35Communication35ProblemSolving36Negotiating36OrganizationandTimeManagement37FactorsThatInfluenceProjectManagementActivities38Environmental,Social,andGovernance(ESG)Factors38ComplianceandPrivacyConsiderations40InformationTechnologyFundamentals46Infrastructure46

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xivContentsCloudModels51Software55FinancialSystems60Summary62ExamEssentials64KeyTerms65ReviewQuestions67Chapter3CreatingtheProjectCharter71IdentifyingandAssessingStakeholderRolesandResponsibilities72TheCustomerandEndUsers73TheProjectSponsor74TheProjectManager7sTheSeniorManagementTeam76TheBusinessAnalyst76TheSubjectMatterExperts76TheProjectManagementOffice77TheProgramManager77TheITTeam78TheStakeholderRegister79AssessingStakeholders80CreatingthePreliminaryScopeStatement83UnderstandingtheNeed84DocumentingthePreliminaryScopeDefinition85CreatingtheProjectCharter85PurposeorJustificationfortheProject86Objectives36ProjectDescription87KeyDeliverables87High-LevelListofRequirements87High-LevelMilestones87PreapprovedBudget88High-LevelAssumptions88High-LevelConstraints88OverallRisks89OtherContents89ProjectSuccessCriteria89FormalApproval90CreatingtheRecordsManagementPlan90DeterminingAccessRequirements92HoldingtheKickoffMeeting93Summary98

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ContentsxvExamEssentials99KeyTerms101ReviewQuestions102Chapter4PlanningtheProject107DefiningthePlanningPhase108DocumentingtheScopeManagementPlan109WritingtheScopeStatement110ProjectObjectives111ProjectandProductDescription111SuccessCriteriaandKeyPerformanceIndicators111KeyDeliverables112ExclusionsfromScope112TimeandCostEstimates112Assumptions113Constraints113ApprovaloftheScopeStatement118DocumentingtheRequirements119RequirementCategories119TheRequirementsDocument121DeterminingaProjectMethodology122ProjectsinControl(PRINCE2)124DevOps124DevelopmentLifeCycleMethodologies125UsingtheWaterfallMethodology125UsingAgileMethodologies126Scrum127Kanban127Scrumban129Lean129ExtremeProgramming130Feature-DrivenDevelopment132DynamicSystemsDevelopmentMethod132AgileUnifiedProcess133Hybrid133SummaryofProjectLifeCycles134SelectingaMethodology136DeterminingScopeonAgileProjects138AgileTeamMembers139DetermineaSolutionsDesign140Summary143ExamEssentials145KeyTerms146ReviewQuestions148

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xviContentsChapter5CreatingtheProjectSchedule153CreatingtheWorkBreakdownStructure154DecomposingtheMajorDeliverables155GuidelinesforCreatingaWBS156BenefitsoftheWBS157‘WBSDictionary158ScopeBaseline158DocumentingtheProjectManagementPlan159SchedulePlanning160DefiningTasks161TaskSequencing162TypesofDependencies162LogicalRelationships163CreatingaNetworkDiagram164AssigningResources164DeterminingTaskDurations165DefiningDuration165EstimatingTechniques165DevelopingtheProjectSchedule167Milestones168ProgramEvaluationandReviewTechnique169GanttCharts170TheCriticalPathMethod170DurationCompression172ResourceLoading173ProjectSchedulingSoftware175SettingtheBaselineandObtainingApproval175QualityGates176EstablishingGovernanceGates176SchedulingTechniquesUsingAgileMethodologies177EstimatingTechniquesUsingAgile177BurndownChart178StoryPointsandVelocity179KanbanBoard180ScrumBoard181AgileReleasePlanning182Summary185ExamEssentials186KeyTerms188ReviewQuestions190

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ContentsxviiChapter6ResourcePlanningandManagement195UnderstandingOrganizationalStructures196TheFunctionalOrganization196TheMatrixOrganization198TheProjectizedOrganization200DeterminingResourceNeeds201ResourceOverallocation203InterprojectWork203ResourceLifeCycle204PersonnelManagement206TeamComposition206SelectingTeamMembers206RolesandResponsibilities208OrganizationChartsandPositionDescriptions208Matrix-BasedCharts209BuildingandManagingaCohesiveTeam211TrustBuilding212MonitoringTeamPerformance212ConflictManagement216ManagingConflict216ProjectKickoffPartTwo219ProcurementPlanning220StatementofWork221VendorSolicitation222VendorSelectionCriteria223TypesofContracts226Vendor-RelatedDocuments228Summary230ExamEssentials232KeyTerms233ReviewQuestions235Chapter7DefiningtheProjectBudgetandRiskPlans239UnderstandingInformationSecurityConcepts240CorporateITSecurityPolicies240CategorizingSecurityPolicies242EstimatingCosts245Cost-EstimatingTechniques245EstimatingTips249CreatingtheProjectBudget250CreatingtheProjectBudget251CostBaseline253ExpenditureTrackingandReporting254

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xviiiContentsBudgetBurndownChart255EarnedValueManagement256ExpenditureReporting260RiskPlanning260RiskIdentification261RiskAnalysis263PreparingRiskResponses267RiskMonitoring270Summary272ExamEssentials273KeyTerms275ReviewQuestions277Chapter8CommunicatingthePlan283CommunicationsPlanning284ExchangingInformation285Listening287MethodsofCommunicating288AssessingtheFormsofCommunication288WrittenandVerbalCommunication289CommunicationMethodsandTools289TheCommunicationPlan292CommunicatingwithProjectTeamMembers293CommunicatingonanAgileTeam294FactorsThatInfluenceCommunications297CommunicationTriggers299HoldingEffectiveMeetings302MeetingTypes302PreparingforMeetings305CommunicationPlatforms307CollaborationTools307MeetingTools309ReportingProjectInformation310ProjectStatusReports310ProjectDashboard311Charts311EstablishingCommunicationChannels313MaintainingCommunicationRecords313ControllingCommunications315ManagingStakeholderExpectationsandCommunicationNeeds316Summary321ExamEssentials322KeyTerms323ReviewQuestions325

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ContentsxixChapter9ProcessingChangeRequests329ExecutingPhaseActivities330ReviewingtheProjectManagementPlan331ManagingVendors332ContractChangeControl333PayingVendors334ImplementingChangeControlSystems335CreateandSubmittheChangeRequest336DocumentingChangesintheChangeControlLogandConductingaPreliminaryReview336ConductingImpactAssessments337DocumentingChangeRecommendations338DeterminingDecision-Makers339ManagingtheChangeControlBoard339DocumentingApprovalStatusintheChangeControlLog~~340CommunicatingChangeStatus340UpdatingtheProjectManagementPlan341ImplementingtheChange341ValidatingtheChangeandPerformaQualityCheck342CommunicatingChangeDeployment342OtherChangeRequests342ProjectChangeManagement342ImplementingOrganizationalChange343TypesofOrganizationalChange343ImplementingOrganizationalChange344OperationalChangeControlonanITProject347ITInfrastructureControl347SoftwareChangeControl348OtherITChangeProcesses349AgileFrameworks349ScalingFrameworks350ProjectsinControl(PRINCE2)351Summary353ExamEssentials354KeyTerms355ReviewQuestions357Chapter10ManagingQualityandClosingOuttheProject363ControllingQuality364InspectingandTesting364UsingQualityCharts366CommonCausesofVariances372TakingActiononQualityControl373

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xxContentsManagingIssues374RolesandResponsibilities374IssueTracking374ResolutionPlan375ResolutionTechniques376OutcomeDocumentation376ActionItems376UsingPerformanceMeasures377KeyPerformanceIndicators377BalancedScorecard379KeyObjectivesandResults379CostandSchedulePerformance379ProjectEndings380CharacteristicsofClosing380TypesofProjectEndings380StepsinClosingOutaProject382VerificationandValidationofDeliverables382ObtainingSign-Off383DevelopingaTransitionPlanandOperationalHandoff~~383RemovingAccess384ReleasingTeamMembers384ClosingOuttheContract384ArchivingDocumentation385DocumentingLessonsLearnedandProjectEvaluation385ProjectClosureMeeting388ProjectCloseoutReport388RewardsandCelebrations389PostimplementationSupportandWarrantyPeriod389Summary390ExamEssentials391KeyTerms393ReviewQuestions394AppendixAnswerstoReviewQuestions399Chapter1:IntroducingtheProject400Chapter2:UnderstandingITFundamentals401Chapter3:CreatingtheProjectCharter403Chapter4:PlanningtheProject404Chapter5:CreatingtheProjectSchedule406Chapter6:ResourcePlanningandManagement408Chapter7:DefiningtheProjectBudgetandRiskPlans409Chapter8:CommunicatingthePlan411Chapter9:ProcessingChangeRequests413Chapter10:ManagingQualityandClosingOuttheProject414Index417

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IntroductionHaveyoueverwonderedhowthepyramidswerebuilt?OrtheEiffelTower?Howdidsomeonehavetheorganizationalskillstoputallthosepeopletogetherandcreatesuchmag-nificentstructures?Comingforwardtorecenttimes—howisMicrosoftcapableofputtingtogethermillionsoflinesofcodeforitslatestoperatingsystem?Theanswertoalloftheseisprojectmanagement.TheCompTIAProject+examwilltestyourknowledgeoftheconceptsandprocessesinvolvedinprojectmanagement.Thereareseveralprojectmanagementmethodologiesyoucanfollow,eachwiththeirownprocessesandprocedures,butatthefoundationofeachonearesoundprojectmanagementprinciplesandtechniques.CompTIAProject+isvendorneutral.ItacknowledgesothermethodologiessuchasthosepublishedbytheProjectManagementInstitute®andPRINCE2®butdoesn’tfollowthemprecisely.InthiseditionofCompTIAProject+StudyGuide,you'llfindplentyofdiscussionofprojectmanagementconceptssuchasdefiningtherequirements,creatingtheprojectcharterdocument,creatingthescopedocument,planningtheproject,assessingandmanagingrisk,andclosingouttheproject.You'llalsofindexamquestionsincategoriessuchasinformationtechnologyfundamentals,agileprocesses,teambuildingandpersonnelmanagement,qualitymanagement,statusreporting,andmore,andthesearediscussedaswell.TheProject+certificationiscenteredoninformationtechnology(IT)projects.Myjob-relatedexperienceisinIT,andmanyoftheexamplesinthisbookaredrawnfromreal-lifesituations,butthenamesandscenarioshavebeenchangedtoprotecttheguilty.WhereshouldyougobeyondtakingyourProject+test?Ifyoufindyou'reinterestedinallthingsprojectmanagement,youshouldenrollinagooduniversity-levelclassthattakesyouthroughthemeatierstagesofprojectmanagement.Thisbookandthistestonlytouchthesurfaceofprojectmanagementtechniques.You'llfindthereismuchmoretolearnandthatit’spossibletomakeacareerofmanagingprojects.>4Makecertaintostudyallthequestionsandanswersintheassessmentjortestandattheendofeachchapter.Thenheadovertotheonlinetestbankatwww.wiley.com/go/sybextestprepandtakethetwopracticeexamsincludedwithyourpurchaseofthisbook.TheProject+examisdesignedtotestyourknowledgeofaconceptoridea,sousethisbooktolearntheobjectivebehindthequestion.WhatIstheProject+Certification?CompTIA’smissionistocreatetestsandcertificationsthataren’tcompany-specific.Forexample,youcantakeaservertestthatdealswiththeelementsofserversandserveropera-tionbutdoesn’taskyouspecificsaboutDell,HP,orIBMequipment.CompTIAgotitsstartwithwhatisnowanindustrystandard,theA+exam.Thistestisdesignedtoexamineyour

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xxiiIntroductionunderstandingoftheworkingsofaPCanditsassociatedconnectiontoanetwork.Thereareothertestsaswell:Network+,Linux+,Cloud+,CySA+,andmanyothers.WhyBecomeProject+Certified?Certificationinprojectmanagementhasincreasinglybecomearequirementforthoseinter-estedinfull-timecareersinthisfield.Itimprovesyourcredibilitywithstakeholdersandcus-tomers.Becomingcertifieddemonstratesyourintenttolearntheprocessesassociatedwithprojectmanagementandprovidesyouwithopportunitiesforpositionsandadvancementsthatmaynototherwisebepossible.HerearesomereasonstoconsidertheProject+testandthisstudyguide:DemonstratesProofofProfessionalAchievementCertificationdemonstratestocurrentandpotentialemployersthatyouareknowledgeableandwell-groundedinprojectmanagementpracticesandhavetakentheinitiativetoproveyourknowledgeinthisarea.IncreasesYourMarketabilityIfyoutakeamomenttobrowsejobpostingsforprojectmanagementpositions,you'lloftenfindthatcertificationiseitherhighlydesirableorrequired.TheCompTIAProject+certificationwillhelpyoustandoutfromothercan-didatesanddemonstratethatyouhavetheskillsandknowledgetofulfillthedutiesrequiredofaprojectmanager.ProvidesOpportunityforAdvancementYoumayfindthatyourProject+certificationisjustwhatyouneedtogetthatnextstepuptheladder.Peoplewhostudyandpasscertificationtestsprove,ifnothingelse,thattheyhavethetenacitytogetthroughadiffi-cultsubjectandtodemonstratetheirunderstandingbytestingonthesubject.ProvidesaPrerequisiteforAdvancedProjectManagementTrainingIfyou'reconsid-eringaprojectmanagementcareer,theProject+examisagreatwaytostart.Studyingforthisexamgivesyouafoundationinprojectmanagement.Afterpassingtheexam,youshouldconsiderobtainingtheCertifiedAssociateProjectManagement(CAPM®)orProjectManagementProfessional(PMP®)certificationthroughtheProjectManagementInstitute(PMI).ThisstudyguidefollowstheprinciplesandprocessesoutlinedbyPMIandisagreatintroductiontoitscertifications.RaisesCustomerConfidenceBecauseItRaisesYourConfidenceCustomerswhoknowyou'recertifiedinprojectmanagementandwhohearyouspeakandactwithconfidencearemoreconfidentinthecompanyyourepresent.Ifyou'reable,forexample,toidentifyanddescribethefourcategoriesofriskstoprepareforonaproject,yourcustomergainsconfidenceinyou.HowtoBecomeProject+CertifiedFirst,studythetopicsandprocessesoutlinedinthisbook,makecertaintoansweralltheend-of-chapterquestions,andthentakethebonusexamsfoundhere:www.wiley.com/go/sybextestprep.Study

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IntroductioniiThengototheCompTIAwebsite(www.comptia.org)tofindthelistoftestingsiteswheretheexamiscurrentlyconducted.Pricesandtestingcentersaresubjecttochangeatanytime.PleasevisitTECompTIA’swebsiteforthemostup-to-dateinformation:www.comptia.org.Ifyoutakethetestinperson,you'llneedadriver’slicenseandoneotherformofIDwhenyouarriveatthetestingcenter.Nocalculators,computers,cellphones,orotherelectronicdevicesareallowedinthetestingarea.CompTIAalsooffersanonlinetestoption.You'reallowed90minutestotaketheexam,andthereareamaximumof95multiple-choiceanddrag-and-dropquestions.Youmustscorea710(onascaleof100-900)topass.Therearenoprerequisitesforthisexam.You'llbenotifiedofyourgradeassoonasyoufinishthetest.WhoShouldBuyThisBook?Youshouldbuythisbookifyou'reinterestedinprojectmanagementandwanttolearnmoreaboutthetopic.TheProject+examisanidealwaytointroduceyourselftoprojectmanagementconceptsandtechniques,andthisbookwillimmerseyouinthebasicsofthosetechniques.Ifyou'venevertakenacertificationtestbefore,you'llfindthattheProject+examisapleasantwaytogetyourfeetwet.Thetestisn’toverlycomplicatedorriddledwithtrickquestions;itsimplycoversthebasicsofprojectmanagement.Onceyoupasstheexamandgainconfidenceinyourprojectmanagementknowledgeandskills,you'llbereadytoprogresstoothercertificationsandbeeagertolearnthemorein-depthtopicsinvolvedinprojectmanagement.ThisbookfollowstheCompTIAProject+examblueprintandisdividedintochaptersthatcovermajortopicareas.EachsectionisexplainedinsufficientdetailtobecomeaProject+certifiedprofessional.Certainareashavebeenexpandedupon,whichareimportantconceptstoknow.However,theydonotmapdirectlytoanexamobjective.Youwilllearnthefollowinginformationinthisbook:Chapter1:IntroducingtheProjectprovidesahigh-leveloverviewofprojectmanagement,introducingthebasicterminologyofprojectmanagement,anunder-standingoftheprojectphases,andhowtheDiscovery/Conceptphaseisconducted.Chapter2:UnderstandingITFundamentalsoutlinesinformationtechnologyconcepts,includingunderstandingthebasicconceptsofinfrastructure,cloudmodels,andsoft-ware;understandingdevelopmentlifecycles;usingprojectselectioncriteria;andunder-standingprojectteamroles.Study

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xxivIntroductionChapter3:CreatingtheProjectCharterbeginswithadiscussionoftheInitiatingphase.Itthenexaminestheelementsoftheprojectcharter,howtoidentifyandassessstake-holders,creatingarecordsmanagementsystem,anddevelopinginformationsecurityprocedures,andconcludeswithanoverviewofthekickoffmeeting.Chapter4:PlanningtheProjectmovesintoprojectplanning,beginningwithdocument-ingtheprojectscopestatement,understandingprojectinfluencesandconstraints,docu-mentingtherequirements,anddefiningrequirementsonanagileproject.Chapter5:CreatingtheProjectScheduleextendsplanningtocreationofadetailedprojectschedule.Itstartswithanexplanationoftheworkbreakdownstructureandhowthatisdeveloped,thencoverstheentirescheduleplanningprocess,beginningwithidentifyingandsequencingthetaskstobeperformedandallocatingresources.You'lllearnhowtocalculatetaskdurationsandthecriticalpaththroughthem,aswellasdeterminemilestonesandsetabaselineandobtainapproval.Finally,you'llseehowtoprepareandconductsprintplanningforagileprojects.Chapter6:ResourcePlanningandManagementiswhereyou'lllearnaboutorganiza-tionalstructures,determiningresourceneeds,personnelmanagement,teamstructureonagileprojects,conflictresolution,andprocurementandvendorselectiontechniques.Chapter7:DefiningtheProjectBudgetandRiskPlanscoverscostestimatingandcostbudgetingandtheriskactivitiesandstrategiesforyourproject.You'lllearnthebasictechniquesofestimatingandthentrackingcosts,alongwithriskanalysisandplanning.Chapter8:CommunicatingthePlancoverstheroleofcommunication—withstake-holders,teammembers,andothers—inprojectmanagement.You'lllearnwhatinformationneedstobecommunicatedandhowtodosomosteffectively.You'lllearnaboutcommunicationtoolsaswellasfactorsthatinfluencecommunication,andwe’llendwithagilecommunicationmethods.Chapter9:ProcessingChangeRequestsoutlinestheactivitiesintheExecutingphase.Itshowshowtodealwithchangingprojectrequirementsandhowtosetupachangecon-trolsystem.Italsolooksatthetypesoforganizationalchangethatcanaffectaproject,operationalchangecontrolforanITproject,andhowtomanagevendorperformance.Chapter10:ManagingQualityandClosingOuttheProjectlooksatqualitymanagementconcepts,testing,performancecharts,andperformancemeasures.Italsoreviewsthestepsaprojectmanagerwilltakeinclosingoutaproject,includingvali-datingdeliverablesandcreatingatransitionplan.ManyoftheexamplesusedtodemonstratepracticalapplicationoftheTEmaterialinthisbookfocusonITprojects.However,thetechniquesandconceptsdiscussedherecanbeappliedtoprojectsinanyindustry.Study

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IntroductionovInteractiveOnlineLearningEnvironmentandTestBankTheinteractiveonlinelearningenvironmentthataccompaniestheProject+examcertificationguideprovidesatestbankandstudytoolstohelpyoupreparefortheexam.Byusingthesetools,youcanincreaseyourchancesofpassingtheexamonyourfirsttry.Theonlinesectionincludesthefollowing:SampleTestsSampletestsareprovidedinthebookandonline.Inthebookyou'llfindtheassessmenttestattheendofthisintroduction,andthechapterteststhatincludethereviewquestionsattheendofeachchapter.Online,therearetwobonuspracticeexamsthatsimulatetheactualtest.Usethesequestionstotestyourknowledgeofthestudyguidematerial.Theonlinetestbankrunsonmultipledevices.FlashcardsTheonlineflashcardbankincludesmorethan300flashcardstoensurethatyou'rereadyfortheexam.Questionsareprovidedindigitalflashcardformat(aquestionfollowedbyasinglecorrectanswer).Youcanusetheflashcardstoreinforceyourlearningandprovidelast-minutetestprepbeforetheexam.Andnoworries—armedwiththereviewquestions,practiceexams,andflashcards,you'llbepreparedwhenexamdaycomes!OtherStudyToolsAglossaryofkeytermsfromthisbookandtheirdefinitionsareavailableasafullysearchablePDF.»Gotowww.wiley.com/go/sybextestpreptoregisterandgainaccessTEtothisinteractiveonlinelearningenvironmentandtestbankwithstudytools.HowtoUseThisBookIfyouwantasolidfoundationforpreparingfortheCompTIAProject+exam,thenlooknofurther.I'vespenthundredsofhourswritingthisbookandonlinematerialswiththeinten-tionofhelpingyoupasstheexamaswellashelpingyoulearnabouttheexcitingfieldofprojectmanagement.Thisbookisloadedwithvaluableinformation,andyouwillgetthemostoutofyourstudytimeifyouunderstandwhythebookisorganizedthewayitis.Study

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xviIntroductionTomaximizeyourbenefitfromthisbook,Irecommendthefollowingstudymethod:1.Taketheassessmenttestthat’sprovidedattheendofthisintroduction.(Theanswersareattheendofthetest.)It’sokayifyoudon’tknowanyoftheanswers;that’swhyyouboughtthisbook!Carefullyreadovertheexplanationsforanyquestionyougetwrongandnotethechaptersinwhichthematerialiscovered.Thisinformationshouldhelpyouplanyourstudystrategy.2.Studyeachchaptercarefully,makingsureyoufullyunderstandtheinformationandthetestobjectiveslistedatthebeginningofeachone.Paycloseattentiontoanychapterthatincludesmaterialcoveredinquestionsyoumissed.3.Answerallthereviewquestionsattheendofeachchapter.(TheanswersappearintheAppendix.)Notethequestionsthatconfuseyouandstudythetopicstheycoveragainuntiltheconceptsarecrystalclear.Donotjustskimthesequestions.Makesureyoufullycomprehendthereasonforeachcorrectanswer.Rememberthatthesewillnotbetheexactquestionsyouwillfindontheexam,butthey’rewrittentohelpyouunder-standthechaptermaterialandultimatelypasstheexam.4.Takethebonusexamsthatareexclusivetothisbook.Youcanfindthematwww.sybex.com/go/sybextestprep.5.Testyourselfusingalltheflashcards,whicharealsofoundattheURLmentionedpreviously.Setasidethesametimeperiodeverydaytostudyandselectacomfortableandquietplacetodoso.I'mconfidentthatifyouworkhardtounderstandtheconceptspresented,you'llbesurprisedathowquicklyyoulearnthismaterial.StudyingfortheCompTIAexamisalotlikegettinginshape—ifyoudon’tgotothegymeveryday,it’snotgoingtohappen.TipsforTakingtheProject+ExamHerearesomegeneraltipsfortakingyourexamsuccessfully:=BringtwoformsofIDwithyou.OnemustbeaphotoID,suchasadriver'slicense.Theothercanbeamajorcreditcardorapassport.Bothformsmusthaveasignature.=Arriveearlyattheexamcentersothatyoucanrelaxandreviewyourstudymaterials.=Readthequestionscarefully.Don’tbetemptedtojumptoanearlyconclusion.Makesureyouknowexactlywhatthequestionisasking.=Don’tleaveanyunansweredquestions.Unansweredquestionsarescoredagainstyou.=Therewillbequestionswithmultiplecorrectresponses.Whenthereismorethanonecorrectanswer,therewillbeastatementattheendofthequestioninstructingyoutoselectthepropernumberofcorrectresponses,suchas“Choosetwo.”=Whenansweringmultiple-choicequestionsyou’renotsureabout,useaprocessofelimi-nationtoeliminatetheincorrectresponsesfirst.Thiswillimproveyouroddsifyouneedtomakeaneducatedguess.=Forthelatestpricingontheexamandupdatestotheregistrationprocedures,refertotheCompTIAsiteatwww.comptia.org.Study

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IntroductionxxviiTheExamObjectivesBehindeverycertificationexam,thereareexamobjectives.Theobjectivesarecompetencyareasthatcoverspecifictopicsofprojectmanagement.Theintroductorysectionofeachchapterinthisbookliststheobjectivesthatarediscussedinthechapter.-_ExamobjectivesaresubjecttochangeatanytimewithoutpriornoticeA,TEandatCompTIA’ssolediscretion.PleasevisittheCertificationpageofCompTIA’swebsite(www.comptia.org)forthemostcurrentlistingofProject+examobjectives.TheProject+examwilltestyouonfourdomains:=1.0ProjectManagementConcepts=2.0ProjectLifeCyclePhases=3.0ToolsandDocumentation=4.0BasicsofITandGovernanceProject+ExamMapThefollowingobjectivemapwillallowyoutofindthechapterinthisbookthatcoverseachobjectivefortheexam.1.0ProjectManagementConceptsExamObjectiveChapters1.1Explainthebasiccharacteristicsofaprojectandvariousmethodologies1,4,9andframeworksusedinITprojects1.2Compareandcontrastagilevs.waterfallconcepts4,6,81.3Givenascenario,applythechangecontrolprocessthroughoutthe9projectlifecycle1.4Givenascenario,performriskmanagementactivities7,101.5Givenascenario,performissuemanagementactivities101.6Givenascenario,applyscheduledevelopmentandmanagementactivities5,7andtechniquesStudy

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xxviiiIntroductionExamObjectiveChapters1.7Compareandcontrastqualitymanagementconceptsandperformance~~10managementconcepts1.8Compareandcontrastcommunicationmanagementconcepts81.9Givenascenario,applyeffectivemeetingmanagementtechniques81.10Givenascenario,performbasicactivitiesrelatedtoteamandresource2,3,4,6management1.11Explainimportantprojectprocurementandvendorselectionconcepts62.0ProjectLifeCyclePhasesExamObjectiveChapters2.1Explainthevalueofartifactsinthediscovery/conceptpreparation1,7phaseforaproject2.2Givenascenario,performactivitiesduringtheprojectinitiationphase~~3,4,62.3Givenascenario,performactivitiesduringtheprojectplanningphase~~4,5,6,7,8,102.4Givenascenario,performactivitiesduringtheprojectexecutionphase6,8,92.5Explaintheimportanceofactivitiesperformedduringtheclosingphase103.0ToolsandDocumentationExamObjectiveChapters3.1Givenascenario,usetheappropriatetoolsthroughouttheprojectlife5,6,7,8,9,10cycle3.2Compareandcontrastvariousprojectmanagementproductivitytools83.3Givenascenario,analyzequalityandperformancechartstoinform~~5,8,10projectdecisionsStudy)

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