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Info folder for the certification as Project Manager (IPMA Level C ® ) 1 General information.............................................2 1.1 Overview of the certification process.......................2 1.2 Requirements for the certification..........................2 1.3 Overview of the certification process as Project Manager....3 2 Application process.............................................4 2.1 Application form............................................ 4 2.2 PM self-assessment.......................................... 4 2.3 Payment details............................................. 4 3 Report process..................................................5 3.1 Report...................................................... 5 3.2 Feedback on the report......................................6 3.3 Structure of the report for certification as Project Manager 6 4 Certification day...............................................8 5 Overall assessment..............................................8 6 pma assessors...................................................8 7 Appendix........................................................8 7.1 Application form............................................ 9 7.2 PM self-assessment......................................... 14 Basis for certification (in the following order): Version: 5.1 Ersteller: pma zertifizierungsstelleSeite 1/31

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Page 1: Info Folder Certification PM ENGLISH 5.1

Info folder for the certification as

Project Manager(IPMA Level C®)

1 General information..........................................................................................................................................2

1.1 Overview of the certification process.......................................................................................................2

1.2 Requirements for the certification............................................................................................................2

1.3 Overview of the certification process as Project Manager.......................................................................3

2 Application process...........................................................................................................................................4

2.1 Application form.......................................................................................................................................4

2.2 PM self-assessment.................................................................................................................................4

2.3 Payment details.......................................................................................................................................4

3 Report process.................................................................................................................................................5

3.1 Report......................................................................................................................................................5

3.2 Feedback on the report............................................................................................................................6

3.3 Structure of the report for certification as Project Manager.....................................................................6

4 Certification day................................................................................................................................................8

5 Overall assessment..........................................................................................................................................8

6 pma assessors..................................................................................................................................................8

7 Appendix...........................................................................................................................................................8

7.1 Application form.......................................................................................................................................9

7.2 PM self-assessment...............................................................................................................................14

Basis for certification (in the following order):

Info folder

pm baseline v 3.0, English

ICB® – IPMA® Competence Baseline, version 3.0 English

All documents can be downloaded from the pma website free of charge: www.p-m-a.at

E-mail: [email protected]

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1 General information 1.1 Overview of the certification process

The certification process is segmented into the following steps: Application Admission Certification Briefing Report Certification day Overall assessment

Figure 1: Certification process

1.2 Requirements for the certification Knowledge: Knowledge in accordance with the ICB® 3.0 and pm baseline 3.0

Experience (within the last 6 years): at least 540 personnel days (PD - 1 year is 180 PD) experience in project management, including

at least 360 personnel days experience as solely responsible project manager in minor complex projects (PM leadership activities and active participation in projects are counted).

Participation in a certification briefing

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1.3 Overview of the certification process as Project Manager

Online Application and PM self-assessment(at least 3 months previous to the certification day)

If required: Feedback to the application form via e-support(at least 2 months previous to the certification day)

Admission to the certification

Invoicing (You will receive the invoice approximately 2 months previous to the certification date by post)

Payment

If required: PM qualification by further training in Project Management

Binding participation in a certification briefing (Dates are published on the pma website)

Preparation of the report

Submission of the report (at the latest 3 weeks previous to the certification day)

Feedback from the pma assessor via e-supportTransmission of the time schedule for the certification day

(at the latest 1 week previous to the certification day)

Individual preparation for the PM certification

Certification day (pm-test, interview)

Result of the certification (via E-Mail, within 2 weeks after the certification day)

Sending / Receipt of the certificate (within 4 weeks after the certification day)

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2 Application processThe application process is segmented into the following steps:

Registration on the pma website Upload of the completed application form and the PM self-assessment

Review of the submitted application form by the pma certification body Admission to the certification by the pma certification body

2.1 Application formThe application form can be found in Appendix 1.

2.2 PM self-assessmentThe PM self-assessment can be found in Appendix 2.

2.3 Payment detailsPlease find the price list of the pma certification fees on our pma website price list certifications pma /IPMA ® .

If the certification process is not finished one year after authorisation (not including repeated exams), the authorisation expires. In case of a new start of the certification process the full amount of the certification fee has to be paid.

In case of withdrawal from the certification before admission, a cancellation fee of von EUR 242.00 (= EUR 220.00 + 10% VAT EUR 22.00) will be charged as due; after authorisation the total fee is due.

In case of the exam date being postponed, an administrative fee of EUR 242.00 (= EUR 220.00 + 10% VAT EUR 22.00) will be charged.

In case of a non-fulfilment of the requirements of the respective certification level respectively in case of a non-fulfilment of the requirements within 1.5 months, an administration fee of EUR 242.00 (= EUR 220.00 + 10% VAT EUR 22.00) will be charged.

If the candidate fails the pm-test, the candidate can retry after 2 months at the earliest. If the retry of the examination is needed because of lacking experience (report, interview) a retry may be possible after 9 months at the earliest.

The entire process has to be completed within 1.5 years after participation in the first exam. In case of a new start of the certification process, the full amount of the certification fee will be charged.

In case of a retry of the certification as PM (Project Manager) a fee of EUR 154.00 (= EUR 140.00 + 10% VAT EUR 14.00) will be charged for the pm-test and EUR 352.00 (= EUR 320.00 + 10% VAT EUR 32.00) for the report / interview.

For the issue of a second certificate EUR 16.50 (= EUR 15.00 + 10% VAT EUR 1.50) will be charged.

You will receive the invoice approximately 2 months previous to the certification date by post. The invoice is due 14 days of invoicing without deduction. We reserve the right to exclude the candidate from the certification if the invoice(s) is/are not paid.

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3 Report processThe report process is segmented into the following steps:

Preparation and submission of the report by the candidate

Feedback on the report by the pma assessor

3.1 ReportAims of the report The candidate should point out her/his PM competences according to the structure table.

The utilisation of methods (in the project plans) should follow the guidelines of the pm baseline. The project plans can be used „as-is“ – differences to the pma methods have to be discussed.

The main aim of the report is to evaluate the PM qualifications (knowledge and experience) of the certification candidate.

Criteria for the selection of a project for the report The latest completed project has to be chosen.

The certification candidate has to have led the whole project by herself/himself.

The candidate has to make sure that the project performing company / customer agrees with the project being used for the report. (A confirmation is not needed by pma.)

Formal rules The report hast to be prepared by herself/himself.

The project description has to be clearly understandable for the pma assessors.

Real, not fictitious: A real project has to be chosen. Project data can be anonymous.

Presentation of the completed project.

Additional PM plans can be attached in the Appendix – if useful.

Selected competences will be discussed (PM-Technical, PM-Contextual and PM-Behavioural):

o Exactly the required number of competence elements has to be treated.

o Each competence element according to the ICB® competence element number has to be marked as text-title and should be linked with the general table of contents of the report.

The report hast to be uploaded via e-support by the specified date.

Supported data formats and size: Adobe Acrobat (.pdf) or compressed files (.zip), max. 5 MB

The candidate has to ensure that the report canbe printed (i.e. formatted to A4) and is readable in b/w before submittment.

The number of pages of the report should not exceed 40 pages.

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Report timetable The final submission date will be announced via e-support.

The report has to be uploaded via e-support at the latest 3 weeks previous to the certification day.

Feedback from the pma assessor via e-support at the latest 1 week previous to the certification day.

There is no need to submit revisions of the report. Only the first vision of the submitted report will be assessed.

3.2 Feedback on the reportThe candidate will receive feedback on the report from the pma leading assessor at the latest 1 week previous to the certification day. Only reports which follow the guidlines menitioned above are going to be assessed. There is no need of a revision of the report.

3.3 Structure of the report for certification as Project ManagerIn the table below you find a description of the contents and the number of pages as requested. In the bracket the respective chapter according to the ICB® with a description of the relevant PM competences is mentioned. All competence elements (PM-Contextual, PM-Technical, PM-Behavioural) have to be considered.

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Kapitel Contents LengthChapter 1:

Description of the project performing company and of the candidates‘ job function

Brief description of the project performing company respectively of the area of business (3.05 Permanent organisation)

Description of the candidate’s job function in the company Relevance of the project management work Project types and numbers of projects Observations concerning the organisational PM

competence Brief description of the customer

2 – 3 pages

Chapter 2:

Brief description of the project

Aims, contents, type and scope (Relevance, Complexity, general characteristics and background

1 - 2 pages

Chapter 3:

Description of the project in a short project handbook (PM plans)

Project assignment (1.01) Project environment analysis (1.02) Project organisation chart (1.06) Work breakdown structure (1.09) Project bar chart (1.11) Project responsibility matrix (1.12) Project personnel plan (1.12) Project cost plan (1.13) Progess report (1.16)

The reflection of these plans it to be carried out in chapter 4

10 - 12 pages

Chapter 4:

Management challenges

The main chapter of the report should contain: Description of the PM challenges of each competence area Number of the competence elements for each competence

area:o PM-Technical: 12o PM-Behavioural: 5o PM-Contextual: 4

The competence elements should be discussed from the candidate’s personal point of view according to the following stucture:

o Situation & Challengeso Taskso Activitieso Results

10 – 14 pages

Chapter 5:

Resume

Management Summary of the PM challenges, the lessons learned and a short reflection

1 page

Total: 24 - 32 pagesAppendix Possible alternative plans

Relevant company or project documentation Minutes, reports, etc.

Maximum 8 pages

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4 Certification dayOn the certification day the following examinations take place:

pm-test

Interview

Requirements for the admission to the certification day

Admission to the certification

A completed report uploaded on time via e-support

Objectives of the certification day Completion of the certification

Assessment of the candidates’ project management knowledge and experience according to the ICB® and pm baseline

Content of the certification day pm-test

o Computer-based multiple-response test

o Duration: 1.5 hours

o 100 questions

Interview

o Duration: 2 hours; 2 assessors; 2 candidates

o Interview on the PM competences (PM-Technical, PM-Contexutal, PM-Behavioural) acc. to ICB® and pm baseline

5 Overall assessmentThe overall assessment covers the entire certification process, the report, the pm-test as well as the interview.

The assessment criteria are used according to the guidelines of the ICB® for knowledge and experience appropriate to the respective certification level. The PM-Technical, the PM-Contextual as well as the PM-Behavioural competences will be assessed.

6 pma assessorsPlease find a list of all pma assessors on the pma website.

7 Appendix Application form

PM self-assessment

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7.1 Application form

Application for certification as Project Manager (IPMA Level C®) on: ____________________

7.1.1 Personal details

First- and Last name / Academic title

Date and place of birth

Private address

Invoice address (*)

Company VAT Reg. No (*)

Company purchase order number (*)

Company name (*)

Company address (*)

Telephone number

E-Mail

Identification (passport or driving licence number)

(*) if invoice should be issued to company

7.1.2 School and higher education, further educationfrom / to Institution Qualification

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7.1.3 Previous training and studies in Project Managementfrom / to Institution Course Title

7.1.4 Previous training and studies in leadership and behavioural competencesBehavioural competences (e.g. moderation, group dynamics, presentation skills) and leadership functions (e.g. leading appraisal interviews, conduction of presentations, team leadership)

from / to Institution Course Title

7.1.5 Professional carrer pathfrom / to Position / Job function Company

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7.1.6 Previous Project Experience

Experience in Projects (Table reference projects, Programs and Portfolios, sorted in descending order, beginning with the most recent):

Nr. Project / Program / Portfolio name

Project performing company / customer

Start (mm/yy) & End (mm/yy)

Budget(1000 EUR),Personnel(personnel days)

Phases (Quantity)

Role1 and Responsibilities of the candidate

Actual PM efforts2

(personnel days)Contact reference

Example Project „MOND“

pma 11/08 – 03/09 50.000,--(300 PT)

4 PM incl. PM-activities

18 PD PM +27 PD PM-activities

Max Muster [email protected]

In total at least 540 PD!

Please note: Only projects with complete project information (see check-list below) will be considered.

Checkliste: Project name Company / customer Start and end date with month and year Approximate budget and personnel days both from the entire project Number of phases

Choice of a single role: PS, PM or PTM

1 PS (Project Sponsor), PM (Project Manager), PTM (Project Team Member)2 In personnel days; calculated pro-rata (e.g. a project with a 12 month duration (180 personnel days) and 10% PM effort is equivalent to to 18 peronnel days PM-activties) as well as related to project content (e.g. 6 months project work). One year is calculated as 180 personnel days.

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7.1.7 Report detailsPlease indicate the last completed project (role PM) from the list 7.1.6.

Project name

Project duration (MM/JJ – MM/JJ)

Project type

Project aims

7.1.8 Does your company absorb the certification fee?

yes no

7.1.9 Are you or is your company a member of pma?

yes no

7.1.10 Are you already a certified Junior Project Manager?

yes no

7.1.11 Reason, why you want to get certified

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7.1.12 Payment detailsPlease find the price list of the pma certification fees on our pma website price list certifications pma /IPMA ® .

If the certification process is not finished one year after authorisation (not including repeated exams), the authorisation expires. In case of a new start of the certification process the full amount of the certification fee has to be paid.

In case of withdrawal from the certification before admission, a cancellation fee of EUR 242.00 (= EUR 220.00 + 10% VAT EUR 22.00) will be charged as due; after authorisation the total fee is due.

In case of the exam date being postponed, an administrative fee of EUR 242.00 (= EUR 220.00 + 10% VAT EUR 22.00) will be charged.

In case of a non-fulfilment of the requirements of the respective certification level respectively in case of a non-fulfilment of the requirements within 1.5 months, an administration fee of EUR 242.00 (= EUR 220.00 + 10% VAT EUR 22.00) will be charged.

If the candidate fails the pm-test, the candidate can retry after 2 months at the earliest. If the retry of the examination is needed because of lacking experience (report, interview) a retry may be possible after 9 months at the earliest.

The entire process has to be completed within 1.5 years after participation in the first exam. In case of a new start of the certification process, the full amount of the certification fee will be charged.

In case of a retry of the certification as PM (Project Manager) a fee of EUR 154.00 (= EUR 140.00 + 10% VAT EUR 14.00) will be charged for the pm-test and EUR 352.00 (= EUR 320.00 + 10% VAT. EUR 32.00).for the report / interview.

For the issue of a second certificate EUR 16.50 (= EUR 15.00 + 10% USt. EUR 1.50) will be charged.

You will receive the invoice approximately 2 months previous to the certification date by post. The invoice is due 14 days of invoicing without deduction. We reserve the right to exclude the candidate from the certification if the invoice(s) is/are not paid.

_______________________________ ________________________________Place, Date Signature

The application is binding.

The applicant confirms the correctness of all given information and agrees expressly with the electronic data processing and the storage of his/her data (personal data, examination documents, etc.) by pma.

The applicant confirms to have taken note of the pma code of ethics. As certified Project Manager (IPMA Level C®) / PM associate and/or as pma member he/she will act along these lines.

If you have successfully passed the certification your name is going to be published on the pma and the IPMA®

website as well as in print media (once at the end of the year). Only the first- and the last name will be published.

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The IPMA Level C® certification is valid for 5 years. After the 5 years it is possible to apply for a re-certification IPMA Level C® or – if the applicant fulfils the requirements of the respective level - to apply for the certification IPMA Level B®.

next step: self-assessment of PM knowledge and PM experience with regard to the 3 competence elements (incl. interpretation with regard to knowledge and experience)

7.2 PM self-assessment

Certification candidateFirst name / Last name / Title ……………………………………………………………………………....

Current job function ……………………………………………………………………………....

Company ……………………………………………………………………………....

General information on the self-assessment of PM competencesThe PM competences are divided in 3 different ranges:

PM-Technical competences PM-Contextual competences PM-Behavioural competences

Each competence element is composed of knowledge and experience.

The PM self-assessment must be completed accurately and truthfully. It therefore requires some time.

The level of PM-competence is calculated in the self-assessment by means of a taxonomy (see ICB®) from 0 to 10, where 10 is the highest possible grade. In order to accomplish a meaningful self-assessment, it is necessary to read and understand the description of each competence element in the ICB® version 3.0 and the pm baseline. Based on these descriptions, the candidates' competence, with regard to knowledge and experience, will be assessed. The taxonomy in the ICB® supports the evaluation and assignment of values.

The requirements with regard to knowledge and experience can be viewed in Appendix 2 of the ICB®.

Please indicate in the form below how you estimate your knowledge and experience with regard to the corresponding competence elements.

Summarize, by using keywords, how you estimate your knowledge and experience for each area of competence (2-3 sentences for each); for very high and low values please provide an explanation.

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EXAMPLE:

1 PM-Technical competences Knowledge Experience1 2 3 4 5 6 7 8 9 10 1 2 3 4 5 6 7 8 9 10

1.01 Project management success x x 1.02 Interested parties x x 1.03 Project requirements and

objectives x x 1.04 Risk and opportunity x x

Interpretation with regard to knowledge (extract of an example):I have constantly increased my PM knowledge prior to and during projects, via corresponding courses and literature. Especially in the area of project requirements & objectives, as I have already carried out various projects under difficult economic and political conditions. …

Interpretation with regard to experience (extract of an example): I have less experience concerning the analysis of risk and opportunity, because I could not gain experience in projects with high risks yet. …

Please note: The application process can just be completed if the entire self-assessment is filled out. (See check-list below)

CHECKLIST: Each competence in knowledge and experience has to be rated (from 1-10).

For each Technical, Behavioural and Contextual competence a detailed interpretation of knowledge is required.

For each Technical, Behavioural and Contextual competence a detailed interpretation of experience is required.

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1. PM-Technical competences Knowledge Experience1 2 3 4 5 6 7 8 9 10 1 2 3 4 5 6 7 8 9 10

1.01 Project management success 1.02 Interested parties 1.03 Project requirements and objectives 1.04 Risk & opportunity 1.05 Quality 1.06 Project organisation 1.07 Teamwork 1.08 Problem resolution 1.09 Project structures 1.10 Scope & deliverables 1.11 Time & project phases 1.12 Resources 1.13 Cost & Finance 1.14 Procurement & contract 1.15 Changes 1.16 Control & reports 1.17 Information & documentation 1.18 Communication 1.19 Start-up 1.20 Close-out

Interpretation with regard to knowledge:

Interpretation with regard to experience:

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2. PM-Behavioural competences Knowledge Experience1 2 3 4 5 6 7 8 9 10 1 2 3 4 5 6 7 8 9 10

2.01 Leadership 2.02 Engagement 2.03 Self-control 2.04 Assertiveness 2.05 Relaxation 2.06 Openness 2.07 Creativity 2.08 Results orientation 2.09 Efficiency 2.10 Consultation 2.11 Negotiation 2.12 Conflict & crisis 2.13 Reliability 2.14 Values appreciation 2.15 Ethiks

Interpretation with regard to knowledge:

Interpretation with regard to experience:

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3 PM-Contextual competences Knowledge Experience1 2 3 4 5 6 7 8 9 10 1 2 3 4 5 6 7 8 9 10

3.01 Project orientation 3.02 Programme orientation 3.03 Portfolio orientation 3.04 Project, programme & portfolio

implementation (PPP implementation) 3.05 Permanent organisation 3.06 Business 3.07 Systems, products & technology 3.08 Personnel management 3.09 Health, security, safety & environment 3.10 Finance 3.11 Legal

Interpretation with regard to knowledge:

Interpretation with regard to experience:

next step: Please upload the completed application form to the pma website.

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