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

PM-SAT-P3: Self Assessment of P3 Practice 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 Practice 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 eements.

To Use PM-SAT-P3 Practice
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 Key Competence Indicators 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.

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.

3. PRACTICE COMPETENCES
ICB4 PM Competence Elements and Key Competence Indicators
0 None
1 Rem
2 Und
3 App
4 Ana
P3.1 Project design
1 Acknowledge, priorities and review success criteria
2 Review, apply and exchange lessons learned from and with other projects
3 Determine complexity and its consequences for the approach
4 Select and review the overall project management approach
5 Design the project execution architecture
P3.2 Requirements and objectives
1 Define and develop the project goal hierarchy
2 Identify and analyses the project stakeholder needs and requirements
3 Priorities and decide on requirements and acceptance criteria
P3.3 Scope
1 Define the project deliverables
2 Structure the project scope
3 Define the work packages of the project
4 Establish and maintain scope configuration
P3.4 Time
1 Define the activities required to deliver the project
2 Determine the work effort and duration of activities
3 Decide on schedule and stage approach
4 Sequence project activities and create a schedule
5 Monitor progress against the schedule and make any necessary adjustments
P3.5 Organization and information
1 Assess and determine the needs of stakeholders relating to information and documentation
2 Define the structure, roles and responsibilities within the project
3 Establish infrastructure, processes and systems for information flow
4 Implement, monitor and maintain the organization of the project
P3.6 Quality
1 Develop, monitor the implementation of, and revise a quality management plan for the project
2 Review the project and its deliverables to ensure that they continue to meet the requirements of the quality management plan
3 Verify the achievement of project quality objectives and recommend any necessary corrective and/or preventive actions
4 Plan and organize the validation of project outcomes Ensure quality throughout the project
P3.7 Finance
1 Estimate project costs
2 Establish the project budget
3 Secure project funding
4 Develop, establish and maintain a financial management and reporting system for the project
5 Monitor project financials in order to identify and correct deviations from the project plan
P3.8 Resources
1 Develop strategic resource plan to deliver the project
2 Define the quality and quantity of resources required
3 Identify the potential sources of resources and negotiate their acquisition
4 Allocate and distribute resources according to defined need
5 Evaluate resource usage and take any necessary corrective actions
P3.9 Procurement
1 Agree on procurement needs, options and processes
2 Contribute to the evaluation and selection of suppliers and partners
3 Contribute to the negotiation and agreement of contractual terms and conditions that meet project objectives
4 Supervise the execution of contracts, address issues and seek redress where necessary
P3.10 Plan and control
1 Start the project and develop and get agreement on the project management plan
2 Initiate and manage the transition to a new project phase
3 Control project performance against the project plan and take any necessary remedial actions
4 Report on project progress
5 Assess, get agreement on, and implement project changes
6 Close and evaluate a phase or the project
P3.11 Risk and opportunity
1 Develop and implement a risk management framework
2 Identify risks and opportunities
3 Assess the probability and impact of risks and opportunities
4 Select strategies and implement response plans to address risks and opportunities
5 Evaluate and monitor risks, opportunities and implemented responses
P3.12 Stakeholders
1 Identify stakeholders and analyses their interests and influence
2 Develop and maintain a stakeholder strategy and communication plan
3 Engage with the executive, sponsors and higher management to gain commitment and to manage interests and expectations
4 Engage with users, partners and suppliers to gain their cooperation and commitment
5 Organize and maintain networks and alliances
P3.13 Change and transformation
1 Assess the adaptability to change of the organization(s)
2 Identify change requirements and transformation opportunities
3 Develop change or transformation strategy
4 Implement change or transformation management strategy

P3 Practice 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. The Key Competence Indicators are © 2015 IPMA (rev. 2015)