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CompTIA Project+ Study Guide: Exam PK0-005 (2022)

Build your confidence with CompTIA Project+ Study Guide: Exam PK0-005 (2022), a must-have for certification seekers.

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    Downloaded from StudyXY.com & + StudyXY nas, as . a TB Study [| Anything This ContentHas been Posted On StudyXY.com as supplementary learning material. StudyXY does not endrose any university, college or publisher. Allmaterials posted are under the liability of the contribu:ors. wv 6) www.studyxy.com

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    on Exam Vouchers”

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    = ® Project+ Third Edition Kim Heldman, MBA, PMP Cusmex

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    Copyright © 2023 by John Wiley & Sons, Inc. All rights reserved. Published by John Wiley & Sons, Inc., Hoboken, New Jersey. Published simultaneously in Canada and the United Kingdom. ISBN: 978-1-119-89245-8 ISBN: 978-1-119-89246-5 (ebk.) ISBN: 978-1-119-89247-2 (ebk.) No part of this publication may be reproduced, stored in a retrieval system, or transmitted in any form or by any means, electronic, mechanical, photocopying, recording, scanning, or otherwise, except as permitted under Section 107 or 108 of the 1976 United States Copyright Act, without either the prior written permission of the Publisher, or authorization through payment of the appropriate per-copy fee to the Copyright Clearance Center, Inc., 222 Rosewood Drive, Danvers, MA 01923, (978) 750-8400, fax (978) 750-4470, or on the web at www . copyright. com. Requests to the Publisher for permission should be addressed to the Permissions Department, John Wiley & Sons, Inc., 111 River Street, Hoboken, NJ 07030, (201) 748-6011, fax (201) 748-6008, or online at www. wiley. com/go/permission. Trademarks: WILEY, the Wiley logo, and the Sybex logo are trademarks or registered trademarks of John Wiley & Sons, Inc. and/or its affiliates, in the United States and other countries, and may not be used without written permission. CompTIA and Project+ are trademarks or registered trademarks of CompTIA Properties, LLC. All other trademarks are the property of their respective owners. John Wiley & Sons, Inc. is not associated with any product or vendor mentioned in this book. Limit of Liability/Disclaimer of Warranty: While the publisher and author have used their best efforts in preparing this book, they make no representations or warranties with respect to the accuracy or completeness of the contents of this book and specifically disclaim any implied warranties of merchantability or fitness for a particular purpose. No warranty may be created or extended by sales representatives or written sales materials. The advice and strategies contained herein may not be suitable for your situation. You should consult with a professional where appropriate. Further, readers should be aware that websites listed in this work may have changed or disappeared between when this work was written and when it is read. Neither the publisher nor authors shall be liable for any loss of profit or any other commercial damages, including but not limited to special, incidental, consequential, or other damages. For general information on our other products and services or for technical support, please contact our Customer Care Department within the United States at (800) 762-2974, outside the United States at (317) 572-3993 or fax (317) 572-4002. Wiley also publishes its books in a variety of electronic formats. Some content that appears in print may not be available in electronic formats. For more information about Wiley products, visit our web site at www. wi Ley . com. Library of Congress Control Number: 2022936876 Cover image: © Jeremy Woodhouse/Getty Images Cover design: Wiley Study

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    In loving memory of my father, Lt. Col. David L. Taylor, who was an exemplary leader 1 StudyX

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    ® Acknowledgments Thank you for buying the third edition of CompTIA Project+ Study Guide: Exam PK0-005 to help you study and prepare for the CompTIA Project+ exam. I believe this book is a good introduction to the in-depth world of project management and certification and will open up many opportunities for you. I would like to thank all the great team members at Wiley who were part of this project: Kenyon Brown, senior acquisitions editor; David Clark, development editor; Barath Kumar Rajasekaran, production editor; and all those behind the scenes who helped make this book a success. They are terrific to work with, as always, and I appreciate their keen eyes and insightful ideas and suggestions. Special thanks go to Vanina Mangano for her work as technical editor. I appreciate her diligence and great suggestions that helped make the content stronger. And a thank-you, as always, goes to my husband and family for understanding my crazy schedule while working on the book. And Dad, this one is for you. I learned my leadership and organizational skills from the best! @ ® Ee & oss 2010% |

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    1 StudyX [Ee — & oss 2010% |

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    | @ About the Author Kim Heldman, MBA, PMP® is the CIO/Sr. Manager Information Technology for the Regional Transportation District in Denver, Colorado. Kim directs IT resource planning, budgeting, project prioritization, and strategic and tactical planning. She directs and oversees IT design and development, enterprise resource planning systems, IT infrastructure, applica- tion development, cybersecurity, IT program management, intelligent transportation systems, data center operations, and more. Kim oversees a portfolio of projects ranging from small in scope and budget to multimillion-dollar, multiyear projects. She has more than 25 years of experience in information technology project management. Kim has served in an executive leadership role for more than 18 years and is regarded as a strategic visionary with an innate ability to col- laborate with diverse groups and organizations, instill hope, improve morale, and lead her teams in achieving goals they never thought possible. Kim is also the author of PMP® Project Management Professional Exam Study Guide, 10th Edition, 2021, John Wiley & Sons and Project Management JumpStart, 3rd Edition, 2021, John Wiley & Sons and coauthor of several other project management books. Kim has also published several articles and is currently working on a leadership book. Kim continues to write on project management best practices and leadership topics, and she speaks at conferences and events. You can contact Kim at Kim.Heldman@gmail. com. @ She personally answers all her email. Py [(E—— & —

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    About the Technical Editor Vanina Mangano is a program management leader within Google LLC where she leads a team of program managers within the Ads organization. She devotes time to furthering the project management profession through her volunteer work at the Project Management Institute; currently, she serves as an advisory member within PMI’s Standards Insight Team, helping to shape the standards roadmap. Study! | Heldman892458_fother02.ndd 10 & 05.08.2022 20:10:49 |

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    Contents at a Glance Introduction xxi Assessment Test xxx Chapter 1 Introducing the Project 1 Chapter 2 Understanding IT Fundamentals 33 Chapter 3 Creating the Project Charter 7 Chapter 4 Planning the Project 107 Chapter 5 Creating the Project Schedule 153 Chapter 6 Resource Planning and Management 195 Chapter 7 Defining the Project Budget and Risk Plans 239 Chapter 8 Communicating the Plan 283 Chapter 9 Processing Change Requests 329 Chapter 10 Managing Quality and Closing Out the Project 363 Appendix Answers to Review Questions 399 Index 417 T= Study)

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    Contents Introduction xxi Assessment Test xxx Chapter 1 Introducing the Project 1 Defining the Project 2 Identifying the Project 2 Programs and Portfolios 3 Understanding Operations 4 Using the PMBOK® Guide 5 Project Life Cycle Phases 5 Discovery Phase 6 Initiating Phase 6 Planning Phase 7 The Executing Phase 9 The Closing Phase 10 Performing the Discovery/Concept Preparation Phase 10 How Projects Come About 11 Creating the Business Case and Selecting Projects 13 Determining Benefits and Rewards 14 Examining Existing Artifacts 21 Project Selection Methods 23 Decision Models 24 Expert Judgment 25 Summary 25 Exam Essentials 26 Key Terms 27 Review Questions 28 Chapter 2 Understanding IT Fundamentals 33 Understanding the Role of the Project Manager 34 Leadership 35 Communication 35 Problem Solving 36 Negotiating 36 Organization and Time Management 37 Factors That Influence Project Management Activities 38 Environmental, Social, and Governance (ESG) Factors 38 Compliance and Privacy Considerations 40 Information Technology Fundamentals 46 Infrastructure 46

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    xiv Contents Cloud Models 51 Software 55 Financial Systems 60 Summary 62 Exam Essentials 64 Key Terms 65 Review Questions 67 Chapter 3 Creating the Project Charter 71 Identifying and Assessing Stakeholder Roles and Responsibilities 72 The Customer and End Users 73 The Project Sponsor 74 The Project Manager 7s The Senior Management Team 76 The Business Analyst 76 The Subject Matter Experts 76 The Project Management Office 77 The Program Manager 77 The IT Team 78 The Stakeholder Register 79 Assessing Stakeholders 80 Creating the Preliminary Scope Statement 83 Understanding the Need 84 Documenting the Preliminary Scope Definition 85 Creating the Project Charter 85 Purpose or Justification for the Project 86 Objectives 36 Project Description 87 Key Deliverables 87 High-Level List of Requirements 87 High-Level Milestones 87 Preapproved Budget 88 High-Level Assumptions 88 High-Level Constraints 88 Overall Risks 89 Other Contents 89 Project Success Criteria 89 Formal Approval 90 Creating the Records Management Plan 90 Determining Access Requirements 92 Holding the Kickoff Meeting 93 Summary 98

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    Contents xv Exam Essentials 99 Key Terms 101 Review Questions 102 Chapter 4 Planning the Project 107 Defining the Planning Phase 108 Documenting the Scope Management Plan 109 Writing the Scope Statement 110 Project Objectives 111 Project and Product Description 111 Success Criteria and Key Performance Indicators 111 Key Deliverables 112 Exclusions from Scope 112 Time and Cost Estimates 112 Assumptions 113 Constraints 113 Approval of the Scope Statement 118 Documenting the Requirements 119 Requirement Categories 119 The Requirements Document 121 Determining a Project Methodology 122 Projects in Control (PRINCE2) 124 DevOps 124 Development Life Cycle Methodologies 125 Using the Waterfall Methodology 125 Using Agile Methodologies 126 Scrum 127 Kanban 127 Scrumban 129 Lean 129 Extreme Programming 130 Feature-Driven Development 132 Dynamic Systems Development Method 132 Agile Unified Process 133 Hybrid 133 Summary of Project Life Cycles 134 Selecting a Methodology 136 Determining Scope on Agile Projects 138 Agile Team Members 139 Determine a Solutions Design 140 Summary 143 Exam Essentials 145 Key Terms 146 Review Questions 148

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    xvi Contents Chapter 5 Creating the Project Schedule 153 Creating the Work Breakdown Structure 154 Decomposing the Major Deliverables 155 Guidelines for Creating a WBS 156 Benefits of the WBS 157 ‘WBS Dictionary 158 Scope Baseline 158 Documenting the Project Management Plan 159 Schedule Planning 160 Defining Tasks 161 Task Sequencing 162 Types of Dependencies 162 Logical Relationships 163 Creating a Network Diagram 164 Assigning Resources 164 Determining Task Durations 165 Defining Duration 165 Estimating Techniques 165 Developing the Project Schedule 167 Milestones 168 Program Evaluation and Review Technique 169 Gantt Charts 170 The Critical Path Method 170 Duration Compression 172 Resource Loading 173 Project Scheduling Software 175 Setting the Baseline and Obtaining Approval 175 Quality Gates 176 Establishing Governance Gates 176 Scheduling Techniques Using Agile Methodologies 177 Estimating Techniques Using Agile 177 Burndown Chart 178 Story Points and Velocity 179 Kanban Board 180 Scrum Board 181 Agile Release Planning 182 Summary 185 Exam Essentials 186 Key Terms 188 Review Questions 190

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    Contents xvii Chapter 6 Resource Planning and Management 195 Understanding Organizational Structures 196 The Functional Organization 196 The Matrix Organization 198 The Projectized Organization 200 Determining Resource Needs 201 Resource Overallocation 203 Interproject Work 203 Resource Life Cycle 204 Personnel Management 206 Team Composition 206 Selecting Team Members 206 Roles and Responsibilities 208 Organization Charts and Position Descriptions 208 Matrix-Based Charts 209 Building and Managing a Cohesive Team 211 Trust Building 212 Monitoring Team Performance 212 Conflict Management 216 Managing Conflict 216 Project Kickoff Part Two 219 Procurement Planning 220 Statement of Work 221 Vendor Solicitation 222 Vendor Selection Criteria 223 Types of Contracts 226 Vendor-Related Documents 228 Summary 230 Exam Essentials 232 Key Terms 233 Review Questions 235 Chapter 7 Defining the Project Budget and Risk Plans 239 Understanding Information Security Concepts 240 Corporate IT Security Policies 240 Categorizing Security Policies 242 Estimating Costs 245 Cost-Estimating Techniques 245 Estimating Tips 249 Creating the Project Budget 250 Creating the Project Budget 251 Cost Baseline 253 Expenditure Tracking and Reporting 254

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    xviii Contents Budget Burndown Chart 255 Earned Value Management 256 Expenditure Reporting 260 Risk Planning 260 Risk Identification 261 Risk Analysis 263 Preparing Risk Responses 267 Risk Monitoring 270 Summary 272 Exam Essentials 273 Key Terms 275 Review Questions 277 Chapter 8 Communicating the Plan 283 Communications Planning 284 Exchanging Information 285 Listening 287 Methods of Communicating 288 Assessing the Forms of Communication 288 Written and Verbal Communication 289 Communication Methods and Tools 289 The Communication Plan 292 Communicating with Project Team Members 293 Communicating on an Agile Team 294 Factors That Influence Communications 297 Communication Triggers 299 Holding Effective Meetings 302 Meeting Types 302 Preparing for Meetings 305 Communication Platforms 307 Collaboration Tools 307 Meeting Tools 309 Reporting Project Information 310 Project Status Reports 310 Project Dashboard 311 Charts 311 Establishing Communication Channels 313 Maintaining Communication Records 313 Controlling Communications 315 Managing Stakeholder Expectations and Communication Needs 316 Summary 321 Exam Essentials 322 Key Terms 323 Review Questions 325

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    Contents xix Chapter 9 Processing Change Requests 329 Executing Phase Activities 330 Reviewing the Project Management Plan 331 Managing Vendors 332 Contract Change Control 333 Paying Vendors 334 Implementing Change Control Systems 335 Create and Submit the Change Request 336 Documenting Changes in the Change Control Log and Conducting a Preliminary Review 336 Conducting Impact Assessments 337 Documenting Change Recommendations 338 Determining Decision-Makers 339 Managing the Change Control Board 339 Documenting Approval Status in the Change Control Log ~~ 340 Communicating Change Status 340 Updating the Project Management Plan 341 Implementing the Change 341 Validating the Change and Perform a Quality Check 342 Communicating Change Deployment 342 Other Change Requests 342 Project Change Management 342 Implementing Organizational Change 343 Types of Organizational Change 343 Implementing Organizational Change 344 Operational Change Control on an IT Project 347 IT Infrastructure Control 347 Software Change Control 348 Other IT Change Processes 349 Agile Frameworks 349 Scaling Frameworks 350 Projects in Control (PRINCE2) 351 Summary 353 Exam Essentials 354 Key Terms 355 Review Questions 357 Chapter 10 Managing Quality and Closing Out the Project 363 Controlling Quality 364 Inspecting and Testing 364 Using Quality Charts 366 Common Causes of Variances 372 Taking Action on Quality Control 373

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    xx Contents Managing Issues 374 Roles and Responsibilities 374 Issue Tracking 374 Resolution Plan 375 Resolution Techniques 376 Outcome Documentation 376 Action Items 376 Using Performance Measures 377 Key Performance Indicators 377 Balanced Scorecard 379 Key Objectives and Results 379 Cost and Schedule Performance 379 Project Endings 380 Characteristics of Closing 380 Types of Project Endings 380 Steps in Closing Out a Project 382 Verification and Validation of Deliverables 382 Obtaining Sign-Off 383 Developing a Transition Plan and Operational Handoff ~~ 383 Removing Access 384 Releasing Team Members 384 Closing Out the Contract 384 Archiving Documentation 385 Documenting Lessons Learned and Project Evaluation 385 Project Closure Meeting 388 Project Closeout Report 388 Rewards and Celebrations 389 Postimplementation Support and Warranty Period 389 Summary 390 Exam Essentials 391 Key Terms 393 Review Questions 394 Appendix Answers to Review Questions 399 Chapter 1: Introducing the Project 400 Chapter 2: Understanding IT Fundamentals 401 Chapter 3: Creating the Project Charter 403 Chapter 4: Planning the Project 404 Chapter 5: Creating the Project Schedule 406 Chapter 6: Resource Planning and Management 408 Chapter 7: Defining the Project Budget and Risk Plans 409 Chapter 8: Communicating the Plan 411 Chapter 9: Processing Change Requests 413 Chapter 10: Managing Quality and Closing Out the Project 414 Index 417

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    Introduction Have you ever wondered how the pyramids were built? Or the Eiffel Tower? How did someone have the organizational skills to put all those people together and create such mag- nificent structures? Coming forward to recent times—how is Microsoft capable of putting together millions of lines of code for its latest operating system? The answer to all of these is project management. The CompTIA Project+ exam will test your knowledge of the concepts and processes involved in project management. There are several project management methodologies you can follow, each with their own processes and procedures, but at the foundation of each one are sound project management principles and techniques. CompTIA Project+ is vendor neutral. It acknowledges other methodologies such as those published by the Project Management Institute® and PRINCE2® but doesn’t follow them precisely. In this edition of CompTIA Project+ Study Guide, you'll find plenty of discussion of project management concepts such as defining the requirements, creating the project charter document, creating the scope document, planning the project, assessing and managing risk, and closing out the project. You'll also find exam questions in categories such as information technology fundamentals, agile processes, team building and personnel management, quality management, status reporting, and more, and these are discussed as well. The Project+ certification is centered on information technology (IT) projects. My job- related experience is in IT, and many of the examples in this book are drawn from real-life situations, but the names and scenarios have been changed to protect the guilty. Where should you go beyond taking your Project+ test? If you find you're interested in all things project management, you should enroll in a good university-level class that takes you through the meatier stages of project management. This book and this test only touch the surface of project management techniques. You'll find there is much more to learn and that it’s possible to make a career of managing projects. > 4 Make certain to study all the questions and answers in the assessment jor test and at the end of each chapter. Then head over to the online test bank at www.wiley.com/go/sybextestprep and take the two practice exams included with your purchase of this book. The Project+ exam is designed to test your knowledge of a concept or idea, so use this book to learn the objective behind the question. What Is the Project+ Certification? CompTIA’s mission is to create tests and certifications that aren’t company-specific. For example, you can take a server test that deals with the elements of servers and server opera- tion but doesn’t ask you specifics about Dell, HP, or IBM equipment. CompTIA got its start with what is now an industry standard, the A+ exam. This test is designed to examine your

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    xxii Introduction understanding of the workings of a PC and its associated connection to a network. There are other tests as well: Network+, Linux+, Cloud+, CySA+, and many others. Why Become Project+ Certified? Certification in project management has increasingly become a requirement for those inter- ested in full-time careers in this field. It improves your credibility with stakeholders and cus- tomers. Becoming certified demonstrates your intent to learn the processes associated with project management and provides you with opportunities for positions and advancements that may not otherwise be possible. Here are some reasons to consider the Project+ test and this study guide: Demonstrates Proof of Professional Achievement Certification demonstrates to current and potential employers that you are knowledgeable and well-grounded in project management practices and have taken the initiative to prove your knowledge in this area. Increases Your Marketability If you take a moment to browse job postings for project management positions, you'll often find that certification is either highly desirable or required. The CompTIA Project+ certification will help you stand out from other can- didates and demonstrate that you have the skills and knowledge to fulfill the duties required of a project manager. Provides Opportunity for Advancement You may find that your Project+ certification is just what you need to get that next step up the ladder. People who study and pass certification tests prove, if nothing else, that they have the tenacity to get through a diffi- cult subject and to demonstrate their understanding by testing on the subject. Provides a Prerequisite for Advanced Project Management Training If you're consid- ering a project management career, the Project+ exam is a great way to start. Studying for this exam gives you a foundation in project management. After passing the exam, you should consider obtaining the Certified Associate Project Management (CAPM®) or Project Management Professional (PMP®) certification through the Project Management Institute (PMI). This study guide follows the principles and processes outlined by PMI and is a great introduction to its certifications. Raises Customer Confidence Because It Raises Your Confidence Customers who know you're certified in project management and who hear you speak and act with confidence are more confident in the company you represent. If you're able, for example, to identify and describe the four categories of risks to prepare for on a project, your customer gains confidence in you. How to Become Project+ Certified First, study the topics and processes outlined in this book, make certain to answer all the end-of-chapter questions, and then take the bonus exams found here: www .wiley.com/go/ sybextestprep. Study

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    Introduction ii Then go to the CompTIA website (www. comptia.org) to find the list of testing sites where the exam is currently conducted. Prices and testing centers are subject to change at any time. Please visit TE CompTIA’s website for the most up-to-date information: www .comptia.org. If you take the test in person, you'll need a driver’s license and one other form of ID when you arrive at the testing center. No calculators, computers, cell phones, or other electronic devices are allowed in the testing area. CompTIA also offers an online test option. You're allowed 90 minutes to take the exam, and there are a maximum of 95 multiple-choice and drag-and-drop questions. You must score a 710 (on a scale of 100-900) to pass. There are no prerequisites for this exam. You'll be notified of your grade as soon as you finish the test. Who Should Buy This Book? You should buy this book if you're interested in project management and want to learn more about the topic. The Project+ exam is an ideal way to introduce yourself to project management concepts and techniques, and this book will immerse you in the basics of those techniques. If you've never taken a certification test before, you'll find that the Project+ exam is a pleasant way to get your feet wet. The test isn’t overly complicated or riddled with trick questions; it simply covers the basics of project management. Once you pass the exam and gain confidence in your project management knowledge and skills, you'll be ready to progress to other certifications and be eager to learn the more in-depth topics involved in project management. This book follows the CompTIA Project+ exam blueprint and is divided into chapters that cover major topic areas. Each section is explained in sufficient detail to become a Project+ certified professional. Certain areas have been expanded upon, which are important concepts to know. However, they do not map directly to an exam objective. You will learn the following information in this book: Chapter 1: Introducing the Project provides a high-level overview of project management, introducing the basic terminology of project management, an under- standing of the project phases, and how the Discovery/Concept phase is conducted. Chapter 2: Understanding IT Fundamentals outlines information technology concepts, including understanding the basic concepts of infrastructure, cloud models, and soft- ware; understanding development life cycles; using project selection criteria; and under- standing project team roles. Study

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    xxiv Introduction Chapter 3: Creating the Project Charter begins with a discussion of the Initiating phase. It then examines the elements of the project charter, how to identify and assess stake- holders, creating a records management system, and developing information security procedures, and concludes with an overview of the kickoff meeting. Chapter 4: Planning the Project moves into project planning, beginning with document- ing the project scope statement, understanding project influences and constraints, docu- menting the requirements, and defining requirements on an agile project. Chapter 5: Creating the Project Schedule extends planning to creation of a detailed project schedule. It starts with an explanation of the work breakdown structure and how that is developed, then covers the entire schedule planning process, beginning with identifying and sequencing the tasks to be performed and allocating resources. You'll learn how to calculate task durations and the critical path through them, as well as determine milestones and set a baseline and obtain approval. Finally, you'll see how to prepare and conduct sprint planning for agile projects. Chapter 6: Resource Planning and Management is where you'll learn about organiza- tional structures, determining resource needs, personnel management, team structure on agile projects, conflict resolution, and procurement and vendor selection techniques. Chapter 7: Defining the Project Budget and Risk Plans covers cost estimating and cost budgeting and the risk activities and strategies for your project. You'll learn the basic techniques of estimating and then tracking costs, along with risk analysis and planning. Chapter 8: Communicating the Plan covers the role of communication—with stake- holders, team members, and others—in project management. You'll learn what information needs to be communicated and how to do so most effectively. You'll learn about communication tools as well as factors that influence communication, and we’ll end with agile communication methods. Chapter 9: Processing Change Requests outlines the activities in the Executing phase. It shows how to deal with changing project requirements and how to set up a change con- trol system. It also looks at the types of organizational change that can affect a project, operational change control for an IT project, and how to manage vendor performance. Chapter 10: Managing Quality and Closing Out the Project looks at quality management concepts, testing, performance charts, and performance measures. It also reviews the steps a project manager will take in closing out a project, including vali- dating deliverables and creating a transition plan. Many of the examples used to demonstrate practical application of the TE material in this book focus on IT projects. However, the techniques and concepts discussed here can be applied to projects in any industry. Study

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    Introduction ov Interactive Online Learning Environment and Test Bank The interactive online learning environment that accompanies the Project+ exam certification guide provides a test bank and study tools to help you prepare for the exam. By using these tools, you can increase your chances of passing the exam on your first try. The online section includes the following: Sample Tests Sample tests are provided in the book and online. In the book you'll find the assessment test at the end of this introduction, and the chapter tests that include the review questions at the end of each chapter. Online, there are two bonus practice exams that simulate the actual test. Use these questions to test your knowledge of the study guide material. The online test bank runs on multiple devices. Flashcards The online flashcard bank includes more than 300 flashcards to ensure that you're ready for the exam. Questions are provided in digital flashcard format (a question followed by a single correct answer). You can use the flashcards to reinforce your learning and provide last-minute test prep before the exam. And no worries— armed with the review questions, practice exams, and flashcards, you'll be prepared when exam day comes! Other Study Tools A glossary of key terms from this book and their definitions are available as a fully searchable PDF. » Go to www.wiley.com/go/sybextestprep to register and gain access TE to this interactive online learning environment and test bank with study tools. How to Use This Book If you want a solid foundation for preparing for the CompTIA Project+ exam, then look no further. I've spent hundreds of hours writing this book and online materials with the inten- tion of helping you pass the exam as well as helping you learn about the exciting field of project management. This book is loaded with valuable information, and you will get the most out of your study time if you understand why the book is organized the way it is. Study

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    xvi Introduction To maximize your benefit from this book, I recommend the following study method: 1. Take the assessment test that’s provided at the end of this introduction. (The answers are at the end of the test.) It’s okay if you don’t know any of the answers; that’s why you bought this book! Carefully read over the explanations for any question you get wrong and note the chapters in which the material is covered. This information should help you plan your study strategy. 2. Study each chapter carefully, making sure you fully understand the information and the test objectives listed at the beginning of each one. Pay close attention to any chapter that includes material covered in questions you missed. 3. Answer all the review questions at the end of each chapter. (The answers appear in the Appendix.) Note the questions that confuse you and study the topics they cover again until the concepts are crystal clear. Do not just skim these questions. Make sure you fully comprehend the reason for each correct answer. Remember that these will not be the exact questions you will find on the exam, but they’re written to help you under- stand the chapter material and ultimately pass the exam. 4. Take the bonus exams that are exclusive to this book. You can find them at www. sybex.com/go/sybextestprep. 5. Test yourself using all the flashcards, which are also found at the URL mentioned previously. Set aside the same time period every day to study and select a comfortable and quiet place to do so. I'm confident that if you work hard to understand the concepts presented, you'll be surprised at how quickly you learn this material. Studying for the CompTIA exam is a lot like getting in shape—if you don’t go to the gym every day, it’s not going to happen. Tips for Taking the Project+ Exam Here are some general tips for taking your exam successfully: = Bring two forms of ID with you. One must be a photo ID, such as a driver's license. The other can be a major credit card or a passport. Both forms must have a signature. = Arrive early at the exam center so that you can relax and review your study materials. = Read the questions carefully. Don’t be tempted to jump to an early conclusion. Make sure you know exactly what the question is asking. = Don’t leave any unanswered questions. Unanswered questions are scored against you. = There will be questions with multiple correct responses. When there is more than one correct answer, there will be a statement at the end of the question instructing you to select the proper number of correct responses, such as “Choose two.” = When answering multiple-choice questions you’re not sure about, use a process of elimi- nation to eliminate the incorrect responses first. This will improve your odds if you need to make an educated guess. = For the latest pricing on the exam and updates to the registration procedures, refer to the CompTIA site at www. comptia.org. Study

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    Introduction xxvii The Exam Objectives Behind every certification exam, there are exam objectives. The objectives are competency areas that cover specific topics of project management. The introductory section of each chapter in this book lists the objectives that are discussed in the chapter. -_ Exam objectives are subject to change at any time without prior notice A, TE and at CompTIA’s sole discretion. Please visit the Certification page of CompTIA’s website (www.comptia.org) for the most current listing of Project+ exam objectives. The Project+ exam will test you on four domains: = 1.0 Project Management Concepts = 2.0 Project Life Cycle Phases = 3.0 Tools and Documentation = 4.0 Basics of IT and Governance Project+ Exam Map The following objective map will allow you to find the chapter in this book that covers each objective for the exam. 1.0 Project Management Concepts Exam Objective Chapters 1.1 Explain the basic characteristics of a project and various methodologies 1, 4,9 and frameworks used in IT projects 1.2 Compare and contrast agile vs. waterfall concepts 4,6,8 1.3 Given a scenario, apply the change control process throughout the 9 project life cycle 1.4 Given a scenario, perform risk management activities 7,10 1.5 Given a scenario, perform issue management activities 10 1.6 Given a scenario, apply schedule development and management activities 5,7 and techniques Study

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    xxviii Introduction Exam Objective Chapters 1.7 Compare and contrast quality management concepts and performance ~~ 10 management concepts 1.8 Compare and contrast communication management concepts 8 1.9 Given a scenario, apply effective meeting management techniques 8 1.10 Given a scenario, perform basic activities related to team and resource 2, 3,4, 6 management 1.11 Explain important project procurement and vendor selection concepts 6 2.0 Project Life Cycle Phases Exam Objective Chapters 2.1 Explain the value of artifacts in the discovery/concept preparation 1,7 phase for a project 2.2 Given a scenario, perform activities during the project initiation phase ~~ 3,4, 6 2.3 Given a scenario, perform activities during the project planning phase ~~ 4,5,6,7,8, 10 2.4 Given a scenario, perform activities during the project execution phase 6, 8,9 2.5 Explain the importance of activities performed during the closing phase 10 3.0 Tools and Documentation Exam Objective Chapters 3.1 Given a scenario, use the appropriate tools throughout the project life 5,6, 7, 8,9, 10 cycle 3.2 Compare and contrast various project management productivity tools 8 3.3 Given a scenario, analyze quality and performance charts to inform ~~ 5,8, 10 project decisions Study)

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