PM-SAT Perspective: Self Assessment Tool for PM Learning and Development

PM-SAT-P1: Self Assessment of P1 Perspective Competence Elements

ICB 4 imagePurpose
IPMA's Individual Competence Baseline (ICB4) reflects three groups of competence elements that are essential for project and program success: 1. Perspective, 2. People, and 3. Practice. This self-assessment is for your use, for learning and development purposes, in evaluating your Perspective knowledge foundation against the latest IPMA Individual Competence Baseline. Be sure to return to our PM-Self Assessment Tool page to evaluate the two other sets of competence elements.

To Use PM-SAT-P1 Perspective
Assess your level for each project management competence criterion below. Then, work to improve any areas of weaknesses, or prepare to apply for IPMA-USA's advanced project manager certifications.
1. For each of the PM competence elements and criteria below, select the option button for the rating that best describes your level of demonstrated grasp, or application.
2. After evaluating all competences, review your results, and the recommendation for next steps.
3. Record your percentage scores for each group of elements; note that the percentage is based on a minimum expected score of 2 for each item on the the Bloom's Taxonomy scale.

Knowledge Rating Scale:
The rating scale is based on the cognitive processes of Bloom's Taxonomy of Learning (based on a 2001 update, which is especially relevant for adult learners). Note that the verb in each criterion should normally change with the cognitive score:
0. None; no or little exposure to the Element or Key Competence Indicator.
1. Remember: Retrieve relevant knowledge from long-term memory.
2. Understand: Construct meaning from messages, including oral, written and graphic communication.
3. Apply; Carry out or use a topic or activity in a given situation.
4. Analyze: Break material into parts and determine how the parts relate to each other, and an overall purpose.
5. (Not included in this self-assessment) Evaluate: Make judgements based on criteria and standards.
6. (Not included in this self-assessment) Create: Put elements together to form a coherent whole; reorganize into a new pattern or structure.

1. PERSPECTIVE COMPETENCES
ICB4 PM Competence Elements and Key Competence Indicators
0 None
1 Rem
2 Und
3 App
4 Ana
P1.1 Strategy
1 Align with organizational mission and vision
2 Identify and exploit opportunities to influence organizational strategy
3 Develop and ensure the ongoing validity of the business / organizational justification
4 Determine, assess and review critical success factors
5 Determine, assess and review key performance indicator
P1.2 Governance, structures and processes
1 Know the principles of project management and the way they are implemented
2 Know and apply the principles of program management and the way they are implemented
3 Know and apply the principles of portfolio management and the way they are implemented
4 Align the project with project supporting function
5 Align the project with the organization’s decision-making and reporting structures and quality requirements
6 Align the project with human resource processes and functions
7 Align the project with finance and control processes and functions
P1.3 Compliance, standards and regulations
1 Identify, and ensure that the project complies with all relevant legislation
2 Identify, and ensure that the project complies with all relevant health, safety, security and environmental regulations (HSSE)
3 Identify, and ensure that the project complies with all relevant codes of conduct and professional regulation
4 Identify, and ensure that the project complies with relevant sustainability principles and objectives
5 Assess, use and develop professional standards and tools for the project
6 Assess, benchmark and improve the organizational project management competence
P1.4 Power and interest
1 Assess the personal ambitions and interests of others and the potential impact of these on the project
2 Assess the informal influence of individuals and groups and its potential impact on the project
3 Assess the personalities and working styles of others and employ them to the benefit of the project
P1.5 Culture and values
1 Assess the culture and values of the society and their implications for the project
2 Align the project with the formal culture and corporate values of the organization
3 Assess the informal culture and values of the organization and their implications for the project

P1 Perspective Competence Results

When you finish scoring, record your name in the space provided below, then press the Print This Page button to print this worksheet. These results are not saved.

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PM-SAT is based on the IPMA Individual Competence Baseline, 4th Edition. Used with permission.

The Key Competence Indicators above are © 2015 IPMA (rev. 2015)