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Cheat sheet

CAPM Cheat Sheet

PM Fundamentals

36%of exam

Predictive Planning

17%of exam

Agile Frameworks

20%of exam

ScrumKanbanAdaptive PlanAgile PickerAgile Events

Business Analysis

27%of exam

BA RolesRequirementsRoadmapsTraceabilityBA Picker

Quick Facts

Questions
150 total
Scored
135 scored
Pretest
15 unscored
Time
180 min
Break
After question 75
Eligibility
Secondary degree plus 23h
Score
PMI scaled
Renewal
3 years 15 PDUs

Domain Weights

Fund 36 | Pred 17 | Agile 20 | BA 27

Fundamentals largestBA secondAgile thirdPredictive smallest

Project vs Operations

Project

  • Temporary
  • Unique result
  • Creates change

Operations

  • Ongoing
  • Repeatable
  • Runs business

Change vs sustain

Lifecycle Picker

  1. Stable scopePredictive
  2. Changing scopeAdaptive
  3. Mixed needsHybrid
  4. Compliance heavyPredictive
  5. Fast feedbackAgile
  6. Repeat workOperations

Lifecycle

Project
Temporary unique work
Program
Related projects
Portfolio
Strategic investment mix
Operations
Ongoing repeat work
Predictive
Plan upfront
Adaptive
Evolve with feedback
Hybrid
Mixed delivery approach
Phase gate
Continue stop decision

RACI

Responsible does | Accountable owns

Consulted gives inputInformed gets updatesOne accountableMany responsible

Risk vs Issue

Risk

  • May happen
  • Uncertain
  • Plan response

Issue

  • Happened now
  • Current problem
  • Resolve immediately

Future vs current

Planning

Scope
Work boundaries
Schedule
Work timing
Cost
Budget control
Quality
Acceptance fitness
Risk
Uncertain event
Resources
People materials
Stakeholders
Affected parties
Closure
Formal transition

Risk Flow

Identify | Analyze | Respond | Monitor

Threats negativeOpportunities positiveOwners assignedTriggers watched

Assumption vs Constraint

Assumption

  • Believed true
  • May fail
  • Validate later

Constraint

  • Known limit
  • Already binding
  • Plan within

Belief vs limit

Roles

PM
Coordinates project work
Sponsor
Funds champions
Team
Performs project work
Customer
Accepts deliverable
Leader
Inspires direction
Manager
Controls execution
Coach
Develops people
Facilitator
Guides collaboration

Leadership vs Management

Leadership

  • Inspire
  • Coach
  • Influence change

Management

  • Plan
  • Organize
  • Control work

People vs process

Problem Tools

Brainstorming
Generate ideas
Focus group
Guided feedback
Standup
Short team sync
Meeting
Decision forum
Root cause
Find source
Decision matrix
Weighted choice
Lessons learned
Reusable knowledge
EQ
Read people

EVM Lines

SV schedule | CV cost | CPI efficiency

SV uses PVCV uses ACIndex over 1 goodNegative variance bad

Milestone vs Duration

Milestone

  • Zero duration
  • Key marker
  • No work span

Duration

  • Time span
  • Activity length
  • Consumes calendar

Marker vs span

Predictive Picker

  1. Break deliverablesWBS
  2. Sequence workCritical path
  3. Measure progressEVM
  4. Change baselineChange control
  5. Set qualityQuality plan
  6. Buy externallyProcurement plan

Predictive Controls

WBS
Deliverable breakdown
Work package
Lowest WBS level
Baseline
Approved plan
Milestone
Zero-duration marker
Duration
Work time span
Critical path
Longest path
Float
Schedule slack
Variance
Plan difference

EVM

PV
Planned value
EV
Earned value
AC
Actual cost
SV
EV minus PV
CV
EV minus AC
SPI
EV over PV
CPI
EV over AC
ETC
Remaining estimate

Predictive Artifacts

Charter
Authorizes project
PM plan
Integrated approach
Scope baseline
Approved scope
Schedule baseline
Approved timeline
Cost baseline
Approved budget
Quality plan
Quality approach
Risk register
Risk log
Change log
Change record

Predictive vs Agile

Predictive

  • Stable scope
  • Baselines
  • Upfront plan

Agile

  • Changing scope
  • Iterations
  • Feedback loops

Plan vs adapt

Agile Picker

  1. Need flowKanban
  2. Fixed sprintsScrum
  3. Coding disciplineXP
  4. Enterprise scaleSAFe
  5. Priority changesRefinement
  6. Stakeholder demoSprint review

Agile Basics

Scrum
Sprint framework
Kanban
Flow system
XP
Engineering practices
SAFe
Scaled agile
Iteration
Timeboxed cycle
Increment
Usable product slice
Timebox
Fixed duration
Velocity
Completed points

Agile Events

Product backlog
Ordered work
Sprint backlog
Sprint commitment
Sprint planning
Select sprint work
Daily scrum
Inspect progress
Sprint review
Inspect increment
Retrospective
Improve process
Refinement
Prepare backlog
Burndown
Remaining work trend

BA Flow

Need | Elicit | Trace | Validate

Start with needCapture requirementsTrace coverageValidate delivery

PO vs PM

Product Owner

  • Backlog value
  • Prioritizes features
  • Accepts stories

Project Manager

  • Project coordination
  • Manages constraints
  • Enables delivery

Product vs project

BA Picker

  1. Need contextInterviews
  2. Many ideasWorkshop
  3. Verify coverageRTM
  4. Sequence releasesRoadmap
  5. Accept featureCriteria
  6. Validate usersUAT

BA Roles

Stakeholder
Affected party
Process owner
Owns process value
Process manager
Runs process
Product manager
Owns market direction
Product owner
Owns backlog value
Business analyst
Elicits requirements
Internal role
Inside organization
External role
Outside organization

Validation vs Verification

Validation

  • Right product
  • Meets needs
  • User acceptance

Verification

  • Built correctly
  • Meets specs
  • Quality check

Need vs spec

Requirements

User story
User need format
Use case
Interaction scenario
Interview
One-on-one elicitation
Survey
Broad input
Workshop
Collaborative elicitation
Observation
Watch actual work
Prototype
Early model
RTM
Traceability matrix

RTM vs Backlog

RTM

  • Trace requirements
  • Audit coverage
  • Controls scope

Backlog

  • Orders work
  • Changes often
  • Feeds iterations

Trace vs prioritize

BA Delivery

Roadmap
Release direction
Release
Delivered capability
Criteria
Acceptance conditions
Validation
Right product
Verification
Built correctly
UAT
User acceptance testing
Backlog
Prioritized work
Ready
Delivery prepared

Common Traps

Risk timing

Risk may happen Issue happened now

Change control

Assess impact Then decide

Gold plating

Extra unapproved Not customer delight

BA role

Elicit needs Not manage team

Agile tracking

Burndown remaining Velocity completed

Predictive plan

Baseline controls Not backlog order

Validation trap

Right product Not right process

Stakeholder trap

Identify early Update continuously

Last Minute

  1. 1.Know 36 17 20 27
  2. 2.CAPM has 135 scored
  3. 3.Break locks first 75
  4. 4.Future risk, current issue
  5. 5.Stable scope favors predictive
  6. 6.Changing scope favors agile
  7. 7.WBS decomposes deliverables
  8. 8.Critical path has zero float
  9. 9.SV equals EV minus PV
  10. 10.CV equals EV minus AC
  11. 11.PO owns backlog value
  12. 12.RTM traces requirements coverage
  13. 13.Validate with users
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