- CAPM
- The Certified Associate in Project Management — PMI's entry-level credential for those starting a project-management career or supporting projects.
- PMI
- The Project Management Institute — the body that issues the CAPM and PMP and publishes the PMBOK Guide.
- PMBOK Guide
- A Guide to the Project Management Body of Knowledge — PMI's standard; the 7th edition is principle- and value-based.
- How many questions are on the CAPM exam?
- 150 multiple-choice questions, answered in a single 3-hour (180-minute) session.
- How long is the CAPM exam?
- 180 minutes (3 hours) for 150 questions.
- The four CAPM domains (2023 ECO)
- Project Management Fundamentals & Core Concepts (36%), Predictive Plan-Based Methodologies (17%), Agile Frameworks/Methodologies (20%), and Business Analysis Frameworks (27%).
- CAPM eligibility
- A secondary degree (high-school diploma, GED, or global equivalent) plus 23 hours of project-management education completed before the exam.
- CAPM vs. PMP
- CAPM is the entry-level credential (no experience required, 23 contact hours); PMP is advanced and requires months of leading projects plus 35 contact hours.
- How is the CAPM scored?
- Pass/fail. PMI sets the cut score psychometrically based on question difficulty; it does not publish a fixed passing percentage.
- CAPM certification validity
- Three years; renew by earning 15 PDUs (professional development units) in the CCR cycle.
- Where is the CAPM exam taken?
- At a Pearson VUE test center or via online proctored testing from home.
- Stakeholder
- Any individual, group, or organization that can affect, be affected by, or perceive itself affected by the project.
- Project
- A temporary endeavor undertaken to create a unique product, service, or result; it has a definite start and end.
- What makes a project 'temporary'?
- It has a defined beginning and end — it ends when objectives are met, when it's terminated, or when the need no longer exists.
- Program
- A group of related projects managed together to obtain benefits not available by managing them individually.
- Portfolio
- A collection of projects, programs, and operations managed as a group to achieve strategic business objectives.
- Operations vs. projects
- Operations are ongoing and repetitive (keeping the business running); projects are temporary and unique (creating change).
- Project life cycle
- The series of phases a project passes through from start to completion: starting, organizing & preparing, carrying out the work, and closing.
- Project manager
- The person assigned by the performing organization to lead the team responsible for achieving the project objectives.
- Project sponsor
- The person or group that provides resources and support and is accountable for enabling the project's success.
- Project charter
- The document that formally authorizes the project, names the project manager, and grants authority to apply resources.
- Servant leadership
- A leadership style focused on serving and developing the team — removing impediments and enabling self-organization — rather than commanding.
- Functional organization
- A traditional hierarchy grouped by specialty; the functional manager holds authority and the project manager has little.
- Projectized organization
- An organization structured around projects; the project manager has high authority and resources report to them.
- Matrix organization
- A blend of functional and projectized structures; authority is shared, ranging from weak to strong matrix.
- PMO (Project Management Office)
- An organizational unit that standardizes project governance and shares resources, methodologies, tools, and techniques.
- Enterprise environmental factors (EEFs)
- Conditions outside the team's control (culture, market, regulations, infrastructure) that influence the project.
- Organizational process assets (OPAs)
- The organization's own plans, processes, policies, templates, and knowledge bases used on projects.
- Triple constraint
- The interrelated balance of scope, schedule (time), and cost; changing one usually affects the others, with quality at the center.
- The 12 PMBOK 7 principles (purpose)
- Value-based guides for behavior (stewardship, team, stakeholders, value, systems thinking, leadership, tailoring, quality, complexity, risk, adaptability, change).
- The 8 project performance domains (PMBOK 7)
- Stakeholders, Team, Development approach & life cycle, Planning, Project work, Delivery, Measurement, and Uncertainty.
- Tailoring
- Deliberately adapting the approach, processes, and artifacts to fit the specific project context — there is no one-size-fits-all.
- Value
- The worth, importance, or usefulness of something; projects exist to deliver value to stakeholders and the organization.
- Deliverable
- Any unique, verifiable product, result, or capability produced to complete a process, phase, or project.
- Milestone
- A significant point or event in the project; it has zero duration and marks the completion of a major deliverable or phase.
- Constraint
- A limiting factor that affects how the project is executed (e.g., a fixed budget, deadline, or required technology).
- Assumption
- A factor considered true, real, or certain for planning purposes without proof; assumptions carry risk if wrong.
- Business case
- The documented justification for a project, showing the need, options, costs, and expected benefits and value.
- Benefits management plan
- Describes how and when a project's benefits will be delivered and measured against the business case.
- Progressive elaboration
- Continuously improving and detailing a plan as more information becomes known — not the same as uncontrolled change.
- Project management plan
- The integrated document that defines how the project is executed, monitored, controlled, and closed; it includes the baselines and subsidiary plans.
- Baseline
- An approved version of a plan (scope, schedule, or cost) against which actual performance is measured; change only via change control.
- Emotional intelligence
- The ability to recognize and manage one's own emotions and read and influence others' — foundational to leading a team.
- Power/interest grid
- A stakeholder-analysis tool mapping each stakeholder by power and interest to decide how closely to engage them.
- RACI chart
- A responsibility assignment matrix marking who is Responsible, Accountable, Consulted, and Informed for each task.
- Accountable (in RACI)
- The single person who owns the outcome and signs off — there is exactly one Accountable per task.
- Tuckman ladder
- The stages of team development: forming, storming, norming, performing, and adjourning.
- Storming stage
- The team-development stage where conflict surfaces as members assert ideas; the leader should coach and resolve conflict.
- Collaborating (conflict mode)
- Working together to a win-win that addresses everyone's needs — the most effective, durable resolution and usually the preferred answer.
- Forcing (conflict mode)
- Pushing one viewpoint at others' expense — a fast win-lose outcome that breeds resentment.
- Withdrawing (conflict mode)
- Retreating from or postponing the conflict, leaving it unresolved.
- Smoothing/accommodating
- Emphasizing agreement over differences and conceding your position; a temporary fix at best.
- Compromising
- Each party gives up something for a partial, lose-lose middle ground.
- Communication channels formula
- n(n − 1) ÷ 2, where n is the number of people; it counts the possible communication channels in a team.
- Lessons learned register
- A document recording knowledge gained during the project so it can improve current and future work.
- Issue log
- A document where current issues (events affecting the project that need resolution) are recorded and tracked to closure.
- Project phase
- A collection of logically related project activities that culminates in the completion of one or more deliverables.
- Phase gate (stage gate)
- A review at the end of a phase to decide whether to continue, change, or end the project.
- Governance
- The framework of rules, processes, and authority that guides and oversees project decisions and performance.
- Sponsor's role at initiation
- Authorizing the project, providing the business case and funding, and signing the project charter.
- Predictive (waterfall) life cycle
- Scope, schedule, and cost are determined early and the project proceeds through sequential phases; best for stable, well-understood work.
- When to use a predictive approach
- When requirements are well-defined and stable, the deliverable is clear, and change is expected to be limited.
- Scope statement
- The description of the project scope, major deliverables, assumptions, and constraints — the basis for future decisions.
- Work breakdown structure (WBS)
- A hierarchical decomposition of the total project scope into deliverables and work packages; nothing outside it is in scope.
- 100% rule (WBS)
- The WBS captures all of the project work and only the project work — no more, no less.
- Work package
- The lowest-level deliverable in the WBS — the unit you estimate, schedule, and assign.
- WBS dictionary
- A document detailing each WBS component: scope of work, deliverables, owner, milestones, and acceptance criteria.
- Scope baseline
- The approved scope statement, WBS, and WBS dictionary used to measure scope performance.
- Scope creep
- The uncontrolled expansion of scope without adjustments to time, cost, and resources.
- Gold plating
- Adding extras the customer didn't request — wasted effort and added risk for no agreed value.
- Critical path
- The longest sequence of dependent activities through the schedule; it has zero total float and sets the shortest project duration.
- Float (slack)
- The time an activity can be delayed without delaying the project end date (total float) or the next activity (free float).
- Activities on the critical path have how much float?
- Zero total float — any delay to a critical-path activity delays the whole project.
- Crashing
- Compressing the schedule by adding resources to critical-path activities, which raises cost.
- Fast tracking
- Compressing the schedule by performing activities in parallel that were planned in sequence, which raises risk.
- Gantt chart
- A bar chart showing the schedule with activity start/finish dates and durations along a timeline.
- Network diagram
- A schematic showing project activities and their logical dependencies (predecessors and successors).
- Finish-to-start (FS) dependency
- The most common relationship: a successor activity cannot start until its predecessor finishes.
- Lead vs. lag
- Lead lets a successor start earlier (overlap); lag delays a successor (a waiting period) relative to its predecessor.
- Three-point estimate (PERT)
- Estimate = (Optimistic + 4 × Most likely + Pessimistic) ÷ 6, which accounts for uncertainty in the estimate.
- Analogous estimating
- Using actual values from a similar past project as the basis — quick and cheap but less accurate (top-down).
- Parametric estimating
- Using a statistical relationship between historical data and variables (e.g., cost per unit) to calculate an estimate.
- Bottom-up estimating
- Estimating individual work packages and rolling them up — the most accurate but most time-consuming method.
- Cost baseline
- The approved, time-phased budget used to measure and monitor cost performance, excluding management reserves.
- Contingency reserve
- Budget set aside for identified ('known-unknown') risks; the project manager can use it.
- Management reserve
- Budget for unforeseen ('unknown-unknown') work; it requires management approval to use and is outside the cost baseline.
- Earned value management (EVM)
- An integrated method combining scope, schedule, and cost to measure and forecast project performance objectively.
- Planned value (PV)
- The authorized budget assigned to the work scheduled to be done by a given date.
- Earned value (EV)
- The budgeted cost of the work actually completed by a given date.
- Actual cost (AC)
- The real cost incurred for the work completed by a given date.
- Cost variance (CV)
- CV = EV − AC; a negative value means the project is over budget.
- Schedule variance (SV)
- SV = EV − PV; a negative value means the project is behind schedule.
- Cost performance index (CPI)
- CPI = EV ÷ AC; greater than 1 is under budget, less than 1 is over budget.
- Schedule performance index (SPI)
- SPI = EV ÷ PV; greater than 1 is ahead of schedule, less than 1 is behind.
- Budget at completion (BAC)
- The total authorized budget for the project's planned work.
- Estimate at completion (EAC)
- The forecast total cost; when current performance continues, EAC = BAC ÷ CPI.
- Quality assurance
- Process-focused activities that build confidence the project will meet quality requirements (managing quality).
- Quality control
- Product-focused activities that verify deliverables meet requirements (controlling quality).
- Prevention vs. inspection
- Prevention keeps errors out of the process (cheaper); inspection keeps errors out of the customer's hands.
- Cost of quality (COQ)
- The total cost of conformance (prevention, appraisal) plus non-conformance (internal and external failure).
- Risk register
- The artifact recording identified risks with their probability, impact, owner, and planned responses.
- Qualitative risk analysis
- Prioritizing risks by assessing probability and impact, usually with a probability-and-impact matrix.
- Quantitative risk analysis
- Numerically modeling the combined effect of prioritized risks on cost and schedule objectives.
- Threat response strategies
- Avoid, transfer, mitigate, accept, and escalate — for negative risks (threats).
- Opportunity response strategies
- Exploit, share, enhance, accept, and escalate — for positive risks (opportunities).
- Mitigate (risk)
- Reduce the probability or impact of a threat to an acceptable level.
- Transfer (risk)
- Shift the impact of a threat to a third party (e.g., insurance, warranties, contracts).
- Procurement
- Obtaining goods or services from outside the project team, governed by contracts.
- Fixed-price contract
- A contract with a set price; the seller carries most of the cost risk.
- Cost-reimbursable contract
- A contract paying the seller's allowable costs plus a fee; the buyer carries more cost risk.
- Time and materials (T&M) contract
- A hybrid paying hourly/unit rates with no fixed total; cost risk is shared.
- Statement of work (SOW)
- A narrative description of the products, services, or results to be supplied under a contract.
- Change control board (CCB)
- A formally chartered group that reviews, approves, or rejects requested changes to the project.
- Integrated change control
- The process of reviewing all change requests and managing changes to deliverables and baselines.
- Verify scope vs. control quality
- Validate Scope is formal acceptance of deliverables by the customer; Control Quality checks correctness against requirements first.
- Resource leveling
- Adjusting start/finish dates based on resource constraints to balance demand with available supply; it may extend the schedule.
- Schedule baseline
- The approved version of the schedule model used to measure schedule performance.
- Decomposition
- Dividing project scope and deliverables into smaller, more manageable parts (used to build the WBS).
- Rolling wave planning
- Planning near-term work in detail and future work at a higher level, elaborating it as the project progresses.
- Agile
- An iterative, incremental approach that fixes time and cost and flexes scope by priority, delivering value in short cycles.
- Agile Manifesto
- Four values: individuals & interactions over processes & tools; working software over documentation; customer collaboration over contract negotiation; responding to change over following a plan.
- When to use agile
- When requirements are uncertain or evolving, early and frequent feedback is valuable, and the team can deliver in increments.
- Scrum
- An agile framework delivering work in fixed timeboxes (sprints) with set roles and ceremonies.
- Sprint
- A short, fixed-length iteration (often 1–4 weeks) in which a Scrum team produces a usable increment.
- Product owner
- The Scrum role accountable for maximizing value and managing (ordering) the product backlog.
- Scrum master
- The servant-leader who coaches the team, facilitates events, and removes impediments — does not assign work.
- Development team (developers)
- The cross-functional Scrum members who do the work to deliver a usable increment each sprint; they self-organize.
- Product backlog
- An ordered, evolving list of everything that might be needed in the product, owned by the product owner.
- Sprint backlog
- The set of product-backlog items selected for a sprint plus the plan to deliver them; owned by the developers.
- Sprint planning
- The event that starts a sprint: the team selects backlog items it can complete and sets a sprint goal.
- Daily standup (daily scrum)
- A short (≤15 min) daily sync where developers inspect progress toward the sprint goal and adapt the plan.
- Sprint review
- The event at the end of a sprint to demo the increment to stakeholders and gather feedback.
- Sprint retrospective
- The event where the team inspects how it worked and commits to improvements for the next sprint.
- Increment
- A usable, potentially shippable piece of the product produced each sprint that meets the definition of done.
- Definition of done (DoD)
- The shared, agreed checklist a backlog item must meet to be considered complete.
- User story
- A short requirement from the user's perspective: 'As a [role], I want [goal] so that [benefit].'
- Acceptance criteria
- The conditions a user story must satisfy to be accepted by the product owner.
- Epic
- A large body of work that can be broken down into multiple user stories.
- Velocity
- The amount of work (e.g., story points) an agile team completes per iteration, used to forecast capacity.
- Story points
- A relative unit estimating the effort/complexity of a backlog item, not hours.
- Planning poker
- A consensus estimating technique where the team reveals story-point estimates simultaneously and discusses differences.
- Burndown chart
- A chart showing remaining work over time in a sprint or release; the line trends down toward zero.
- Burnup chart
- A chart showing completed work rising toward the total scope line over time.
- Kanban
- An agile method based on visualizing work and limiting work in progress (WIP) to improve continuous flow.
- Work in progress (WIP) limit
- A cap on how many items can be in a workflow stage at once, used in Kanban to improve flow and expose bottlenecks.
- Kanban board
- A visual board with columns (e.g., To Do, Doing, Done) showing work items as they move through the workflow.
- Scrum vs. Kanban
- Scrum uses fixed sprints, set roles, and a sprint commitment; Kanban uses continuous flow with WIP limits and no required roles or sprints.
- Minimum viable product (MVP)
- The smallest releasable version of a product that delivers value and enables learning.
- Timeboxing
- Allocating a fixed maximum amount of time to an activity (e.g., a sprint or a meeting).
- Hybrid approach
- A delivery approach blending predictive and agile elements, tailored to the project and organization.
- Servant leadership in agile
- Leaders serve the team — removing impediments, coaching, and protecting focus — so a self-organizing team can perform.
- Self-organizing team
- A team that decides internally how to accomplish its work rather than being directed by a manager.
- Information radiator
- A highly visible display (e.g., a task board or burndown chart) that broadcasts progress to anyone passing by.
- Refinement (grooming)
- The ongoing activity of adding detail, estimates, and order to product-backlog items.
- Spike
- A short, time-boxed research task used to reduce uncertainty about a story or technical approach.
- Cadence
- A rhythm of activities conducted throughout a project (e.g., the regular sprint length).
- Retrospective purpose
- Continuous improvement — the team reflects on its process and chooses concrete changes to try next.
- Backlog prioritization
- Ordering the product backlog by value, risk, and dependencies so the most valuable work is done first.
- Empirical process control
- Scrum's foundation: decisions are based on observation and experiment via transparency, inspection, and adaptation.
- Business analysis
- The set of activities to identify business needs and recommend solutions that deliver value to stakeholders.
- Business analyst (BA) vs. project manager
- The BA defines and manages requirements and the solution scope; the PM manages the project scope, schedule, and delivery.
- Requirement
- A condition or capability needed by a stakeholder to solve a problem or achieve an objective.
- Business requirements
- High-level needs of the organization — the why behind the project (goals, objectives, value).
- Stakeholder requirements
- The needs of a stakeholder or stakeholder group that must be met to achieve the business requirements.
- Solution requirements
- The features and qualities of a solution; split into functional and non-functional requirements.
- Functional vs. non-functional requirements
- Functional describes what the solution must do; non-functional describes how well it must do it (performance, security, usability).
- Transition requirements
- Temporary capabilities needed to move from the current state to the future state (e.g., data conversion, training).
- Elicitation
- Drawing out information from stakeholders and sources to discover requirements (interviews, workshops, observation, surveys).
- Elicitation techniques
- Interviews, focus groups, facilitated workshops, surveys/questionnaires, observation, prototyping, document analysis, and brainstorming.
- Facilitated workshop
- A structured session bringing key stakeholders together to define, refine, and reconcile requirements quickly.
- Prototyping
- Building an early working model of the solution to elicit and validate requirements through feedback.
- Requirements traceability matrix (RTM)
- A grid linking each requirement to its origin and to deliverables, tests, and objectives, ensuring nothing is lost.
- Why use a traceability matrix?
- To track requirements through the life cycle, confirm each delivers value, and manage scope and change.
- Requirements management plan
- Describes how requirements will be analyzed, documented, prioritized, traced, and managed throughout the project.
- Backlog (in business analysis)
- A prioritized list of requirements or work items, refined and reprioritized as understanding grows.
- Acceptance criteria (BA)
- The conditions that must be met for a stakeholder to accept a requirement or solution as complete and correct.
- Validation vs. verification (requirements)
- Validation confirms requirements deliver business value (right thing); verification confirms they are well-formed and meet quality (built right).
- Solution evaluation
- Assessing how well a delivered solution meets the business need and identifying improvement opportunities.
- Current state vs. future state
- Current state is how things work today; future state is the desired condition the solution should achieve.
- Gap analysis
- Comparing the current state to the desired future state to identify what must change to close the difference.
- Root cause analysis
- Identifying the underlying cause of a problem (e.g., the 5 Whys or a fishbone diagram) rather than treating symptoms.
- Fishbone (Ishikawa) diagram
- A cause-and-effect diagram that groups potential causes of a problem into categories to find root causes.
- SWOT analysis
- Evaluating Strengths, Weaknesses, Opportunities, and Threats to inform decisions and solution options.
- MoSCoW prioritization
- Classifying requirements as Must have, Should have, Could have, and Won't have (this time) to manage scope.
- Stakeholder analysis (BA)
- Identifying stakeholders and assessing their influence, attitudes, and requirements to plan engagement.
- Use case
- A description of how an actor interacts with a system to achieve a goal, including the main and alternate flows.
- Process model / flowchart
- A visual representation of a business process showing the sequence of activities, decisions, and flows.
- Context diagram
- A high-level model showing the system, its boundaries, and how it interacts with external entities.
- Decision tree / decision table
- Tools that map combinations of conditions to outcomes, clarifying complex business rules.
- Business rule
- A specific, testable directive that defines or constrains some aspect of the business (e.g., approval thresholds).
- Backlog refinement role of the BA
- Helping clarify, detail, and prioritize requirements so the team always works on the most valuable, well-understood items.
- Requirements baseline
- An agreed, approved set of requirements that changes only through a controlled change process.
- Change in requirements
- Managed through impact assessment and approval; uncontrolled requirement changes drive scope creep.
- Non-functional requirement examples
- Performance, scalability, security, reliability, usability, availability, and compliance.
- Business need
- The problem or opportunity, defined by its impact, that justifies starting a project or initiative.
- Solution scope
- The boundaries of the solution that will satisfy the business need and stakeholder requirements.
- Brainstorming
- A group technique to generate many ideas or potential requirements quickly without early judgment.
- Document analysis
- Reviewing existing materials (procedures, contracts, regulations) to discover relevant requirements.
- Observation (job shadowing)
- Watching how work is actually performed to elicit requirements that stakeholders may not articulate.
- Survey/questionnaire
- A set of written questions to gather information from many stakeholders efficiently, often when they are dispersed.
- Interview (elicitation)
- A direct conversation with one or a few stakeholders to draw out detailed requirements and expectations.
- Why business analysis is on the CAPM
- Roughly a quarter of the exam covers BA frameworks because requirements drive the value a project delivers.
- Requirements prioritization
- Ranking requirements by value, cost, risk, and dependencies to decide order and what is in or out of scope.
- Confirming elicitation results
- Reviewing elicited information with stakeholders to ensure it is accurate, complete, and consistent before use.
- Project scope vs. solution (product) scope
- Product/solution scope is the features of the product; project scope is the work needed to deliver it.
- Closing a project
- Finalizing all activities, obtaining formal acceptance, releasing resources, and recording lessons learned.
- Formal acceptance
- The customer's or sponsor's sign-off that deliverables meet acceptance criteria — required to close a phase or project.
- Project initiation
- Authorizing the project: developing the charter and identifying stakeholders.
- Project planning
- Defining scope, refining objectives, and creating the plan and baselines to achieve them.
- Project executing
- Doing the work defined in the plan to deliver the project's objectives and manage the team.
- Monitoring & controlling
- Tracking, reviewing, and regulating progress and performance, and managing changes against the baselines.
- Kickoff meeting
- A meeting to announce the start of a project (or phase), align the team and stakeholders, and review objectives and roles.
- Team charter
- A document defining team values, agreements, ground rules, and operating guidelines.
- Communications management plan
- Defines what information is communicated, to whom, when, how, and by whom on the project.
- Push vs. pull vs. interactive communication
- Push sends to recipients (email); pull lets recipients access at will (portals); interactive is real-time exchange (meetings).
- Net present value (NPV)
- Future cash flows discounted to today minus the investment; a positive NPV adds value and a higher NPV is preferred.
- Return on investment (ROI)
- The percentage gain from a project relative to its cost; higher is better.
- Payback period
- The time it takes for a project's cumulative cash inflows to recover its initial investment; shorter is better.
- Cost-benefit analysis
- Comparing the expected costs of a project to its expected benefits to support a go/no-go decision.
- Feasibility study
- An assessment of whether a proposed solution is technically, operationally, and economically practical.
- Definition of ready (DoR)
- The agreed checklist a backlog item must meet before the team will pull it into a sprint.
- Product roadmap
- A high-level visual of the product's direction and planned releases over time.
- Release planning
- Mapping which features/increments will be delivered in which release to meet a goal or date.
- Pair work / mob work
- Two or more team members working together on the same item to improve quality and share knowledge.
- Retrospective output
- A small set of concrete, actionable improvements the team commits to for the next iteration.
- Why iterate?
- Frequent increments produce early feedback, reduce risk, and let priorities adapt as understanding grows.
- Adaptive vs. predictive life cycle
- Adaptive (agile) flexes scope through iterations; predictive fixes scope up front and proceeds sequentially.
- Iterative vs. incremental
- Iterative refines the same work through repeated cycles; incremental builds the product in successive usable pieces.
- Customer collaboration (agile value)
- Engaging the customer continuously throughout development rather than only at contract or hand-off.
- Working product over documentation
- Agile favors delivering usable product as the primary measure of progress over exhaustive documentation.
- Project benefits vs. deliverables
- Deliverables are what the project produces; benefits are the value the organization realizes from using them.
- Benefits realization
- Confirming the project's intended benefits and value are actually achieved, often after the project closes.
- On time and on budget ≠ success
- A project can finish on schedule and budget yet fail if the intended value or benefits never materialize.
- Configuration management
- Controlling product characteristics and versions so the team knows the current approved state of deliverables.
- Variance analysis
- Comparing planned to actual performance to determine the cause and degree of difference and decide on corrective action.
- Corrective vs. preventive action
- Corrective action realigns performance with the plan; preventive action reduces the probability of future negative outcomes.
- Defect repair
- An action to fix a nonconforming product component identified during quality control.
- Histogram
- A bar chart showing the frequency distribution of data — a quality tool for spotting patterns.
- Pareto chart
- A histogram ordered by frequency illustrating the 80/20 rule — focusing on the vital few causes.
- Control chart
- A chart showing process performance over time against upper and lower control limits to detect whether it is stable.
- Rule of seven (control charts)
- Seven consecutive points on one side of the mean signal a non-random trend that should be investigated.
- Scatter diagram
- A quality tool plotting two variables to reveal the relationship or correlation between them.
- Check sheet
- A structured form for collecting and tallying data in real time, often to count defects by category.
- Quality metrics
- The specific measures and how they are checked to determine whether the project meets quality requirements.
- Risk appetite
- The degree of uncertainty an organization or stakeholder is willing to accept in pursuit of reward.
- Risk threshold
- The level of risk exposure above which action is required and below which it may be accepted.
- Probability and impact matrix
- A grid rating each risk by likelihood and consequence to prioritize which risks need attention.
- Secondary risk
- A new risk that arises as a direct result of implementing a risk response.
- Residual risk
- The risk that remains after a planned response has been implemented.
- Risk owner
- The person responsible for monitoring a risk and carrying out the agreed response.
- Make-or-buy analysis
- Deciding whether to perform work internally or procure it externally based on cost, capability, and risk.
- Bid documents (RFP, RFQ, IFB)
- Requests sent to sellers: RFP (proposal), RFQ (quote), and IFB (sealed bid) to solicit competitive responses.
- Source selection criteria
- The standards used to evaluate and choose among seller proposals (price, technical capability, past performance).
- Contract closure
- Verifying all work and deliverables are complete and acceptable and formally closing the procurement.
- Project schedule network analysis
- Techniques (e.g., critical path method) used to calculate early/late dates and identify schedule flexibility.
- Forward pass
- Calculating early start and early finish dates by working forward through the schedule network.
- Backward pass
- Calculating late start and late finish dates by working backward from the project end date.
- Mandatory vs. discretionary dependency
- Mandatory (hard logic) is required by the nature of the work; discretionary (soft logic) is a preferred best practice.
- External dependency
- A relationship between project and non-project activities, often outside the team's control (e.g., a vendor delivery).
- Project calendar vs. resource calendar
- The project calendar shows working days for project work; resource calendars show when each resource is available.
- Cost aggregation
- Summing the estimated costs of work packages up the WBS to establish the cost baseline.
- Funding limit reconciliation
- Comparing planned spending to any funding limits and adjusting the schedule of work to stay within them.
- Estimate to complete (ETC)
- The expected cost to finish the remaining project work; ETC = EAC − AC.
- Variance at completion (VAC)
- The forecast budget surplus or deficit; VAC = BAC − EAC. A negative VAC forecasts an overrun.
- To-complete performance index (TCPI)
- The cost efficiency required on remaining work to meet a goal (e.g., (BAC − EV) ÷ (BAC − AC)).
- Agile coach
- Someone who guides individuals and teams in adopting agile practices and improving their ways of working.
- Servant-leader behaviors
- Removing impediments, shielding the team from distractions, facilitating, and developing people.
- Osmotic communication
- Information flowing in the background among co-located team members, who absorb relevant details by being near each other.
- Daily scrum purpose
- Inspect progress toward the sprint goal and adapt the plan — it is for the developers, not a status report to managers.
- Who orders the product backlog?
- The product owner, based on value, risk, and stakeholder priorities.
- Sprint goal
- The single objective for a sprint that gives the increment coherence and guides the team's decisions.
- Scrum values
- Commitment, courage, focus, openness, and respect.
- Agile principles (overview)
- Twelve principles behind the Manifesto, including early/continuous delivery, welcoming change, and sustainable pace.
- Sustainable pace
- Working at a steady, indefinitely maintainable rate to keep quality high and avoid burnout.
- Backlog item lifecycle
- From idea to refined and estimated, to selected for a sprint, to done — value-ordered throughout.
- Feature
- A piece of functionality that delivers value to a stakeholder; larger than a story, smaller than an epic.
- Retrospective vs. review
- The review inspects the product (with stakeholders); the retrospective inspects the team's process.
- Cumulative flow diagram
- A chart showing the amount of work in each workflow state over time, used to spot bottlenecks in Kanban.
- Lead time vs. cycle time
- Lead time is from request to delivery; cycle time is from when work starts to when it's done.
- Solution life cycle
- The stages a solution passes through from concept and development to operation and eventual retirement.
- Business analysis planning
- Determining how business-analysis work will be performed: approach, stakeholders, governance, and information management.
- Stakeholder engagement (BA)
- Building and maintaining working relationships with stakeholders to keep requirements accurate and supported.
- Requirements life cycle management
- Managing and maintaining requirements from inception through retirement, including tracing, prioritizing, and approving them.
- Allocate requirements
- Assigning requirements to solution components and releases to deliver the most value within constraints.
- Approve requirements
- Obtaining agreement on and sign-off of requirements from the responsible stakeholders before development.
- Maintain requirements
- Keeping requirements accurate and current and reusing them where possible across initiatives.
- Solution performance measures
- The metrics used to evaluate whether a delivered solution is meeting the business need and delivering value.
- Risk analysis (BA)
- Identifying and assessing risks related to requirements and the solution so they can be managed.
- Backlog management (BA)
- Continuously detailing, estimating, and prioritizing requirements so the team works on the highest-value items.
- Affinity diagram
- Grouping ideas or requirements into related clusters to organize and analyze them.
- Interviews vs. surveys (when to use)
- Interviews suit deep, detailed input from a few; surveys suit broad input from many, dispersed stakeholders.
- Mind mapping
- A visual technique that branches ideas from a central concept to explore and organize requirements.
- Benchmarking
- Comparing practices, processes, or metrics against peers or standards to identify improvement opportunities.
- Conflicting requirements
- Reconciled through negotiation, prioritization, and stakeholder collaboration to reach an agreed, consistent set.
- Requirements attributes
- Metadata about each requirement (source, priority, owner, status, version) that supports tracing and management.