📊 PMP Visual Mastery: Every Chart, Graph & Table Explained

PMP EXAM VISUAL GUIDE Each visual below shows the actual sketch + full explanation of WHAT it is, WHEN/WHERE/HOW/WHY it is used, how to read & interpolate the data, and all exam tips you need to score 100%.

1Network Diagram — Precedence Diagramming Method (PDM)
START ES=0 EF=0 Task A Dur=3d ES=0 EF=3 Task B Dur=2d ES=0 EF=2 Task C Dur=4d ES=3 EF=7 Task D Dur=2d ES=7 EF=9 Task E Dur=5d ES=7 EF=12 END EF=12 Critical Path Critical Path (Red arrows) Non-Critical Path

🔵 WHAT IS IT?

A diagram showing all project activities as boxes (nodes) with arrows depicting dependencies. Uses PDMPrecedence Diagramming Method – the most common network diagram; activities on nodes, arrows show dependencies. — activities are ON the nodes.

📍 WHERE & WHEN USED?

Created during Plan Schedule Management process. Used throughout schedule planning to identify the critical path, float, and sequencing.

🔍 HOW TO READ IT?

  • ES = Early Start | EF = Early Finish
  • LS = Late Start | LF = Late Finish
  • Float = LS − ES = LF − EF
  • Red arrows = Critical Path (Float=0)

🔗 Dependency Types

FSFinish-to-Start: B cannot start until A finishes. MOST COMMON type.  FFFinish-to-Finish: B cannot finish until A finishes.  SSStart-to-Start: B cannot start until A starts.  SFStart-to-Finish: Rare. B cannot finish until A starts.
Float (Total Float) = LS − ES = LF − EF  |  Critical Path = Longest path with Float = 0
Forward Pass → calculates ES & EF  |  Backward Pass → calculates LS & LF
🎯 EXAM TIPS
  • The Critical Path is the LONGEST path through the network, NOT necessarily the path with the most activities.
  • If a question asks "what happens to the project end date if Task X is delayed by 2 days?" — check if Task X is on the critical path. If yes → project delays 2 days.
  • LeadNegative lag. B starts BEFORE A finishes. e.g. Lead = -2d means B starts 2 days early. compresses the schedule; LagPositive waiting time between tasks. e.g. Lag = 2d means wait 2 days after A finishes before B starts. adds waiting time.
  • Free Float = how much a task can be delayed without affecting the NEXT task.
  • Total Float = how much a task can be delayed without affecting PROJECT END.
2Gantt Chart — Bar Chart Schedule
Task Wk 1 Wk 2 Wk 3 Wk 4 Wk 5 Wk 6 A: Site Prep ████ 1wk B: Foundation ████████ 2wks C: Framing ████████ 2wks D: Electrical ████████████ 3wks (Non-Crit) E: Roofing ████ 1wk F: Landscaping Actual vs Planned TODAY Critical Path Tasks Non-Critical Tasks Planned Today Marker

🔵 WHAT IS IT?

A horizontal bar chart where each bar represents a task's planned start and end. The X-axis is TIME; the Y-axis lists activities. Also called a Bar ChartAnother name for Gantt Chart. Used in the PMBOK as synonym..

📍 WHO INVENTED IT?

Henry Gantt (1910s). Still the most widely understood schedule tool. Great for STATUS reporting to stakeholders.

🔍 HOW TO READ IT?

  • Bar length = task duration
  • TODAY vertical line shows current position
  • Bars left of TODAY = completed work
  • Double bars = planned (outer) vs actual (inner)
  • Diamond ♦ = Milestone (zero duration)

❌ LIMITATION

Gantt Charts do NOT clearly show task dependencies or logical relationships — use Network Diagram for that. Gantt is great for communication, poor for logic analysis.
🎯 EXAM TIPS
  • Gantt Chart = Bar Chart — they are the SAME thing on the exam.
  • When asked which tool is BEST for communicating schedule to stakeholders → Gantt Chart.
  • When asked which tool shows dependencies → Network Diagram.
  • Milestone Chart = Gantt with only diamond-shaped milestones (no bars).
3Milestone Chart
Time M1 Project Kick-off Jan 1 M2 Design Complete Feb 15 M3 Const. 50% Done Apr 30 ⚠ LATE Delayed! M4 Project Close Jun 30 TODAY On Track ♦ Delayed ♦ Future ♦

🔵 WHAT IS IT?

A simplified schedule showing only KEY events (milestones) as diamonds ♦. A milestone has zero duration — it marks a point in time, not a work period.

📍 WHEN USED?

Best for executive/senior stakeholder communication. Shows whether key deliverables are on time without overwhelming detail.
🎯 EXAM TIPS
  • Milestone = zero duration event. Never confuse with a task/activity.
  • Used for high-level tracking with executives — not for day-to-day team management.
  • A delayed milestone with no float = schedule risk requiring immediate corrective action.
4PERT / Three-Point Estimating Distribution
O Optimistic Best Case M Most Likely Mode P Pessimistic Worst Case E (PERT Mean) PERT Formulas E = (O + 4M + P) / 6 σ = (P − O) / 6 Variance = σ² Example: O=2, M=5, P=14 E=(2+20+14)/6 = 6d

🔵 WHAT IS IT?

PERTProgram Evaluation and Review Technique – uses weighted average of 3 estimates to calculate expected duration. uses three estimates (Optimistic, Most Likely, Pessimistic) weighted to produce an Expected value. The curve shows probability distribution.

📐 TRIANGULAR ESTIMATE

Alternative: E = (O + M + P) / 3
PERT weights M by 4× because Most Likely is the best expert estimate — it's more probable.

📊 READING THE CURVE

  • Peak = Most Likely (Mode)
  • Mean ≠ Mode (skewed distribution)
  • Wide spread = high uncertainty = high σ
  • Narrow curve = high confidence

📏 STD DEVIATION RULE

±1σ = 68.27% confidence
±2σ = 95.45% confidence
±3σ = 99.73% confidence
Used in schedule risk and quality control charts.
PERT: E = (O + 4M + P) / 6  |  σ = (P − O) / 6  |  Variance = [(P−O)/6]²
Triangular: E = (O + M + P) / 3
🎯 EXAM TIPS
  • PERT gives MORE weight to M (×4) because it's the most realistic estimate.
  • If O=4, M=6, P=14 → E = (4+24+14)/6 = 42/6 = 7 days. Practice this!
  • σ = (P−O)/6: If O=2, P=14 → σ = 12/6 = 2 days
  • The exam LOVES asking which estimate type uses 3 points → Three-Point or PERT.
5Critical Path Method (CPM) — Float Calculation
0 5 A / 5d 0 5 Float = 0 5 8 B / 3d 5 8 Float = 0 5 7 C / 2d 6 8 Float = 1 8 13 D / 5d 8 13 Float = 0 END Day 13 Critical Path (Float=0) Non-Critical Path
FieldSymbolFormulaExample (Task C)
Early StartESForward pass5
Early FinishEFES + Duration − 15+2−1 = 6 (or ES+Dur=7)
Late FinishLFBackward pass8
Late StartLSLF − Duration + 18−2+1 = 7 (or LF−Dur=6)
Total FloatTFLS − ES = LF − EF6−5 = 1 day
Free FloatFFES(next) − EF(this task)8−7 = 1 day
🎯 EXAM TIPS
  • Critical Path tasks have Float = 0. Any delay = project delay.
  • Forward Pass: Add durations left to right (EF = ES + Duration).
  • Backward Pass: Subtract durations right to left (LS = LF − Duration).
  • If two paths converge on a node, the LARGEST EF value is used in forward pass; SMALLEST LF value is used in backward pass.
  • Negative Float = project is already behind schedule.
6S-Curve — Cost Baseline & Spending Profile
Cumulative Cost ($) Project Time → 0 25% 50% 75% 100% BAC PV (Planned) EV (Earned) AC (Actual) TODAY SV (neg) CV (neg) PV EV AC

🔵 WHAT IS THE S-CURVE?

Shows cumulative cost vs time. It's S-shaped because: slow start (planning) → rapid spending (execution) → tapering off (closeout). The baseline is set during planning and becomes the PMBPerformance Measurement Baseline – the approved, integrated scope-schedule-cost baseline against which project performance is measured..

🟢 THREE CURVES

  • PV = Planned Value: What was PLANNED to be spent by today
  • EV = Earned Value: Value of work ACTUALLY completed
  • AC = Actual Cost: What was ACTUALLY spent

📊 READING THE GRAPH

At the TODAY line:
If EV < PV → Behind Schedule
If AC > EV → Over Budget
If EV = PV and EV = AC → On track!

🚦 BAC LINE

BACBudget at Completion – the total planned budget for the project. The endpoint of the PV curve. = the budgeted total at 100% completion. EVM calculations use BAC extensively in forecasting formulas.
🎯 EXAM TIPS
  • The S-Curve represents the Cost Baseline (PV line) — it's the approved budget.
  • If EV is BELOW PV at today → SV is negative → behind schedule.
  • If AC is ABOVE EV at today → CV is negative → over budget.
  • BAC = highest point of PV line = total project budget.
7EVM — Earned Value Analysis Graph & Interpretations
CPI → (Budget Efficiency) SPI → (Schedule Eff.) Under Budget Ahead of Schedule Over Budget Ahead of Schedule Under Budget Behind Schedule Over Budget Behind Schedule Ideal CPI=SPI=1.0 Project A CPI=1.2 SPI=1.1 Project B CPI=0.8 SPI=0.9 CPI < 1 (Over Budget) CPI > 1 (Under Budget)
SV = EV − PV  |  CV = EV − AC  |  SPI = EV/PV  |  CPI = EV/AC
EAC = BAC/CPI (most common)  |  ETC = EAC − AC  |  VAC = BAC − EAC
TCPI = (BAC−EV)/(BAC−AC) — work efficiency needed to finish on budget
MetricFormulaResultMeaning
SVEV − PVNegativeBehind Schedule
SVEV − PVPositiveAhead of Schedule
CVEV − ACNegativeOver Budget
CVEV − ACPositiveUnder Budget
SPIEV / PV< 1.0Behind Schedule
SPIEV / PV> 1.0Ahead of Schedule
CPIEV / AC< 1.0Over Budget
CPIEV / AC> 1.0Under Budget
🎯 EXAM TIPS
  • MEMORIZE: EV is the hero — it compares to PV (schedule) and AC (cost).
  • CPI < 1 = spending MORE than the value earned. CPI = 0.8 means every $1 spent earns $0.80 of value.
  • Most reliable EAC forecasting formula = BAC / CPI.
  • If asked "what is the most important EVM metric?" → CPI, because cost overruns are harder to recover than schedule delays.
  • TCPI > 1 = need to be MORE efficient going forward to finish on budget (harder target).
8Complete EVM Formula Cheat Table
TermFull NameFormulaGood / Bad Indicator
PVPlanned ValueBudgeted cost of scheduled workBaseline reference
EVEarned Value% complete × BACThe "hero" metric
ACActual CostActual money spentLower is better (vs EV)
BACBudget at CompletionTotal approved budgetBaseline
SVSchedule VarianceEV − PV+ good, − bad
CVCost VarianceEV − AC+ good, − bad
SPISchedule Performance IndexEV / PV>1 good, <1 bad
CPICost Performance IndexEV / AC>1 good, <1 bad
EACEstimate at CompletionBAC/CPI (most common)
AC+(BAC−EV) if atypical
AC+(BAC−EV)/CPI
Forecast total cost
ETCEstimate to CompleteEAC − ACWork remaining cost
VACVariance at CompletionBAC − EAC+ = under budget at end
TCPITo-Complete Performance Index(BAC−EV)/(BAC−AC)<1 means on track
🎯 SUPER EXAM TRICK

Remember: All variances start with EV (SV = EV−PV, CV = EV−AC). If EV is first and result is POSITIVE = good news. All performance indices: EV is numerator (SPI=EV/PV, CPI=EV/AC). Index >1 = good. Index <1 = bad.

9Control Chart — Statistical Process Control
UCL +3σ UWL +2σ Mean μ LWL −2σ LCL −3σ Rule of 7 (7 points rising) ⚠ Investigate! OUT OF CONTROL! Above UCL → Investigate Sample Number / Time

🔵 WHAT IS IT?

A time-series chart showing process variation over time. Uses UCLUpper Control Limit = Mean + 3σ. Statistical boundary – not a specification. Crossing UCL means process is OUT of control. and LCLLower Control Limit = Mean − 3σ. Data below LCL is equally an out-of-control signal. at ±3σ from the mean.

🟢 IN CONTROL vs OUT OF CONTROL

  • In Control: Points within UCL/LCL, random variation
  • Out of Control: Point outside UCL or LCL
  • Rule of 7: 7 consecutive points same side of mean

📐 SPECIFICATION vs CONTROL LIMITS

Control Limits = statistical (±3σ). Customer Specifications = external requirements. A process can be in STATISTICAL control but still fail SPECIFICATIONS.

⚠ SPECIAL CAUSE vs COMMON CAUSE

Common CauseNormal random variation within control limits. Acceptable. Do not adjust the process unnecessarily. = random, expected variation.
Special CauseAssignable cause – a point outside control limits or Rule of 7. MUST be investigated and corrected. = identifiable cause, must investigate.
🎯 EXAM TIPS
  • Control Chart is used to Control Quality — monitoring an ongoing process.
  • Rule of Seven: 7 or more consecutive data points on SAME SIDE of mean = out of control (even if within limits).
  • ±3σ control limits = 99.73% of data falls inside when process is in control.
  • Do NOT confuse UCL/LCL (statistical) with USL/LSL (specification limits set by customer).
10Pareto Chart — 80/20 Rule
45% Rework 33% Material 18% Equipment 8% Weather 4% Other 80% 100% 80% 50% 0% Frequency / Count Top 2 causes = 78% of problems → Fix these FIRST! Cumulative %

🔵 WHAT IS IT?

A bar chart ranked in descending frequency order with a cumulative line. Based on Pareto Principle80/20 Rule: 80% of problems come from 20% of causes. Focus limited resources on the "vital few" not the "trivial many." — 80% of problems from 20% of causes.

🔍 HOW TO READ IT?

  • Bars go LEFT to RIGHT in descending order
  • Cumulative % line crosses 80% line
  • Causes to LEFT of 80% line = "vital few" — focus here!
  • Use for defect analysis, complaint analysis
🎯 EXAM TIPS
  • Pareto Chart = ranked bar chart with cumulative line — used to PRIORITIZE quality improvement.
  • If asked "which tool helps identify the most impactful quality issues?" → Pareto Chart.
  • The 80/20 rule: 80% of defects come from 20% of causes — fix the 20%!
11Fishbone / Ishikawa / Cause-and-Effect Diagram
EFFECT Project Delay Methods Poor planning No process docs Machines Equipment failure Outdated tools Materials Late delivery Wrong spec Manpower Shortage Low skills Measurement No KPIs Environment Weather 6 M's: Methods, Machines, Materials, Manpower, Measurement, Mother Nature (Environment)

🔵 WHAT IS IT?

A diagram that maps root causes to an effect. The "head" = problem (Effect); bones = categories of causes. Also called Cause-and-EffectSame as fishbone/Ishikawa. Maps multiple causes back to one effect. Used in root cause analysis. or Ishikawa Diagram.

📋 THE 6 M's

  • Methods, Machines, Materials
  • Manpower, Measurement, Mother Nature
  • In services: 8 P's (People, Process, Physical evidence…)
🎯 EXAM TIPS
  • Used in Plan Quality Management and Control Quality for root cause analysis.
  • The EFFECT is always at the fish HEAD (right side).
  • Used AFTER identifying a defect to find WHY it happened (root cause).
  • Goes with: 5 Whys technique — ask "why" 5 times to drill to root cause.
12Scatter Diagram — Correlation Analysis
Positive Correlation ↑X rises, Y rises Negative Correlation ↑X rises, Y falls No Correlation No relationship

🔵 WHAT IS IT?

A graph plotting two variables to find correlationStatistical relationship between two variables. Correlation does NOT mean causation!. Each dot = one observation. The pattern reveals the relationship type.

📊 THREE PATTERNS

  • Positive: Both variables rise together
  • Negative: One rises while other falls
  • None: No identifiable pattern
🎯 EXAM TIPS
  • Scatter Diagram shows correlation, NOT causation.
  • Used in Quality Management to test if a suspected cause relates to the defect.
  • Example: "Does heat correlate with concrete curing defects?" → Use scatter diagram.
13Histogram — Frequency Distribution
5 12 22 19 10 6 3 1-5 6-10 11-15 ★ 16-20 21-25 26-30 31-35 Bell curve Frequency Defect Frequency by Category (Rebar Spacing)

🔵 WHAT IS IT?

A bar chart showing how often values fall in ranges. Unlike Pareto, bars are in sequential ORDER (not ranked). Shows distributionHow data is spread – normal (bell), skewed, bimodal. Shape reveals process behavior. shape.

🔍 HOW TO READ IT?

  • Tallest bar = most frequent range
  • Bell-shaped = normal distribution
  • Skewed left/right = process bias
  • Bimodal (2 peaks) = two different populations
14Run Chart — Trend Analysis
Median ⚠ Trend: 5+ consecutive declining Run Chart shows TRENDS and SHIFTS over time (no control limits)
🎯 EXAM TIPS
  • Run Chart = NO control limits (unlike Control Chart). Shows raw data over time.
  • Used to identify TRENDS (steady improvement/decline) and SHIFTS (sudden jump).
  • Run Chart comes BEFORE Control Chart in quality evolution.
15Probability and Impact Matrix (P×I)
PROBABILITY IMPACT → V.High 0.90 High 0.70 Med 0.50 Low 0.30 V.Low 0.10 V.Low 0.05 Low 0.10 Med 0.20 High 0.40 V.High 0.80 R1 R2 High Risk → Avoid/Transfer Medium → Mitigate/Accept Low → Accept/Monitor

🔵 WHAT IS IT?

A grid plotting risks by their ProbabilityLikelihood of a risk occurring, expressed as 0.0–1.0 or as Low/Medium/High. (Y-axis) and ImpactThe effect on project objectives if the risk occurs. Can be on cost, schedule, scope, or quality. (X-axis). Each cell = a risk score (P × I).

📊 RISK SCORE

Risk Score = Probability × Impact
Example: P=0.7, I=0.4 → Score = 0.28
Higher score = higher priority for response planning.

🔄 RESPONSE STRATEGIES

  • Red: Avoid, Transfer (Threats) / Exploit, Share (Opportunities)
  • Yellow: Mitigate (Threats) / Enhance (Opportunities)
  • Green: Accept (active or passive)

⚠ RISKS vs OPPORTUNITIES

The matrix works for BOTH negative risks (threats) and positive risks (opportunities). Same matrix, opposite response strategies!
🎯 EXAM TIPS
  • Used during Perform Qualitative Risk Analysis — NOT quantitative.
  • Qualitative = subjective (expert judgment). Quantitative = numerical (Monte Carlo, Decision Tree).
  • Red zone risks get priority for detailed quantitative analysis and response planning.
  • Risk appetite defines where you draw the red/yellow/green thresholds.
16Tornado Diagram — Sensitivity Analysis
Base Value Material Cost −$180K +$160K Labor Rate −$150K +$130K Weather Delays −$125K +$110K Permit Delays −$90K +$80K Subcontractor −$55K +$50K Pessimistic Optimistic Negative impact (Threat) Positive impact (Opportunity)

🔵 WHAT IS IT?

A horizontal bar chart ranking risks by their sensitivityHow much a risk variable can swing the project outcome. Higher sensitivity = more impact on cost/schedule. — the widest bar at top, narrowest at bottom (looks like a tornado). Shows which uncertainties have the most impact.

📍 WHEN USED?

Used in Perform Quantitative Risk Analysis. Each bar shows the range of impact — left = pessimistic, right = optimistic. The center = base case value.
🎯 EXAM TIPS
  • Tornado = Quantitative risk tool (not qualitative).
  • The TOP bar = the risk with the MOST impact on project objectives — address FIRST.
  • Wide bar = high uncertainty. Narrow bar = low variability.
17Decision Tree — Expected Monetary Value (EMV)
DECISION Make or Buy? Make Cost: −$200K P=0.7 → +$500K EMV=$350K 0.7×500K P=0.3 → −$100K EMV=−$30K 0.3×(−100K) Net = $120K 350−30−200= $120K Buy Cost: −$120K P=0.6 → +$300K EMV=$180K P=0.4 → +$50K EMV=$20K Net = $80K 180+20−120= $80K ✓ MAKE $120K > $80K Choose higher EMV
EMV = Probability × Impact (for each outcome)
Net EMV = Sum of all outcome EMVs − Decision Cost
Choose the branch with the HIGHEST Net EMV
🎯 EXAM TIPS
  • Decision Tree = Quantitative risk analysis tool.
  • □ Square node = Decision point (you choose). ● Circle node = Chance event (probability).
  • Always calculate ALL branches. Choose the HIGHEST expected monetary value.
  • For threats: EMV is negative. For opportunities: EMV is positive.
18Risk Breakdown Structure (RBS)
PROJECT ALL RISKS Technical Risks External Risks Org. Risks PM Risks Scope Change Risk Integration Issues Regulatory Market Changes Resource Availability Schedule Estimation
🎯 EXAM TIPS
  • RBS = hierarchical decomposition of risk categories (like WBS for scope).
  • Used in Identify Risks as a prompt/checklist for finding risks.
  • Common categories: Technical, External, Organizational, Project Management.
19Power / Interest Grid (Stakeholder Matrix)
MONITOR Low Power, Low Interest Keep Informed (Minimal) MANAGE CLOSELY High Power, High Interest Full engagement, frequent updates KEEP SATISFIED High Power, Low Interest Satisfy needs; avoid over-engaging KEEP INFORMED Low Power, High Interest Regular updates; leverage expertise Exec Pub Reg User POWER → INTEREST → Low High Low High

🔵 WHAT IS IT?

A 2×2 grid classifying stakeholders by PowerThe authority or influence a stakeholder has over project decisions. (authority) and InterestHow much the stakeholder cares about or is affected by the project. (concern for project outcome). Determines engagement strategy.

🎯 4 QUADRANT STRATEGIES

  • High/High = MANAGE CLOSELY
  • High P/Low I = KEEP SATISFIED
  • Low P/High I = KEEP INFORMED
  • Low/Low = MONITOR
🎯 EXAM TIPS
  • Also called Power/Influence Grid (replaces Interest with Influence).
  • The sponsor = typically HIGH POWER / HIGH INTEREST.
  • A regulator = HIGH POWER / LOW INTEREST (keep satisfied).
  • End users = LOW POWER / HIGH INTEREST (keep informed).
20Salience Model (3-Circle Stakeholder Analysis)
POWER LEGITIMACY URGENCY Dominant (P+L) Dependent (L+U) Dangerous (P+U) DEFINITIVE (P+L+U) HIGHEST Priority! Dormant (Power only) Discretionary (Legitimacy only) Demanding (Urgency only)

🔵 WHAT IS IT?

A 3-attribute model classifying stakeholders by PowerAuthority to impose their will., LegitimacyValid relationship/claim on the project., and UrgencyTime-sensitive claims or critical nature of the relationship.. Center (all 3) = highest priority.

🎯 PRIORITY

Definitive Stakeholders (all 3 circles) = MUST manage intensively.
Dormant (Power only) = have authority but currently inactive.
Demanding (Urgency only) = loud but little influence.
21Stakeholder Engagement Assessment Matrix
StakeholderUnawareResistantNeutralSupportiveLeading
Sponsor (Amy)CD
PM Team LeadCD
End UsersCD
RegulatorCD
SupplierCD

C = Current engagement level  |  D = Desired engagement level

🔵 HOW TO READ IT?

The GAP between C and D shows where engagement effort is needed. If C=Resistant, D=Supportive → need a communication/engagement plan to move them right.

📊 5 LEVELS

  • Unaware: Doesn't know about project/impact
  • Resistant: Aware but opposing
  • Neutral: Aware, neither supporting nor opposing
  • Supportive: Aware and supporting
  • Leading: Aware and actively driving success
🎯 EXAM TIPS
  • The goal is always to close the gap between C (current) and D (desired) level.
  • Created during Plan Stakeholder Engagement and updated throughout.
  • If the exam shows C<D → engagement strategy needed. If C=D → good.
22Work Breakdown Structure (WBS)
Bridge Project 1.0 Design 1.1 Construction 1.2 PM 1.3 Closeout 1.4 Substructure 1.2.1 Superstructure 1.2.2 Pile Driving 1.2.1.1 ★Work Pkg ★ Work Package = Lowest WBS level. Has cost, duration, assignee. Used to create activities.

🔵 WHAT IS IT?

A hierarchical decomposition of total project scope into Work PackagesLowest WBS level. Small enough to estimate cost and duration, assign to an owner, and monitor/control. NOT a task/activity.. Created during Create WBS process.

📐 100% RULE

WBS must capture 100% of project scope — nothing more, nothing less. Every work package rolls up to its parent. No work is done that isn't in the WBS!

📋 LEVELS

  • Level 0 = Project
  • Level 1 = Major Deliverables / Phases
  • Level 2+ = Sub-deliverables
  • Lowest Level = Work Package

⚠ WBS ≠ SCHEDULE

WBS shows WHAT will be delivered (deliverable-oriented), NOT HOW or WHEN. Schedule comes from breaking work packages into activities.
🎯 EXAM TIPS
  • WBS is deliverable-oriented (nouns), NOT activity-oriented (verbs).
  • WBS DictionaryDocument describing each WBS element – includes description, responsible party, cost account, schedule milestones, quality requirements. defines each element in detail.
  • Scope BaselineScope Statement + WBS + WBS Dictionary = Scope Baseline. Used to measure scope performance. = Scope Statement + WBS + WBS Dictionary.
  • Gold plating = adding unauthorized features → BAD — even if helpful!
23RACI Matrix — Responsibility Assignment Matrix (RAM)
Activity / DeliverableProject ManagerArchitectInspectorClientContractor
Project CharterRCIAI
Design ReviewARCCI
Construction InspectionACRIC
Budget ApprovalCIIR AI
Final AcceptanceCCRAI

R = Responsible

The person who DOES the work. Multiple people can be R, but one must coordinate.

A = Accountable

The ONE person ultimately answerable — the decision-maker. Only ONE A per row.

C = Consulted

Two-way communication. Their input is sought before decisions.

I = Informed

One-way communication. Told after decisions are made.
🎯 EXAM TIPS
  • Only ONE A (Accountable) per activity — two Accountables creates confusion!
  • RACI = type of RAMResponsibility Assignment Matrix – maps project roles to WBS elements. RACI is the most common format. (Responsibility Assignment Matrix).
  • Used in Resource Management to clarify who does what.
24Burndown Chart — Agile Sprint Tracking
Story Points Remaining Sprint Days → Ideal Burndown ⚠ Slowing down! Actual above Ideal → Won't finish sprint! 100 75 50 25 0 D1 D2 D3 D4 D5 D7 D9 D11 D14 Ideal Actual

🔵 WHAT IS IT?

Tracks remaining work (Y-axis) over time (X-axis). The line BURNS DOWN toward zero as work is completed. If actual is ABOVE ideal → team is behind.

🔍 HOW TO READ IT?

  • Actual line BELOW ideal → ahead of plan
  • Actual line ABOVE ideal → behind plan
  • Flat line → no progress being made
  • Never reaches zero → sprint incomplete
🎯 EXAM TIPS
  • Burndown chart = primary Agile/Scrum progress tracking tool.
  • Reviewed daily in stand-up meeting (Daily Scrum15-minute daily meeting where team discusses: What did I do yesterday? What will I do today? Any blockers?).
  • Burndown shows remaining work; Burnup shows completed work — both are valid.
25Burnup Chart — Work Completed + Scope Changes
Total Scope ← Scope increased at Sprint 5! Work Completed Sprints → Story Points Complete!

🔵 ADVANTAGE OVER BURNDOWN

Burnup shows BOTH work completed AND total scope. If scope increases (red line jumps up), you can see it clearly. Burndown hides scope changes.

📊 KEY GAP

The gap between the two lines = remaining work. When lines meet → project/sprint complete.
26Velocity Chart — Team Capacity Trend
35 Sprint 1 42 Sprint 2 40 Sprint 3 48 Sprint 4 45 Sprint 5 Avg=42 Story Points Velocity: Used to forecast future sprints & release date
🎯 EXAM TIPS
  • Velocity = story points completed per sprint. Used to forecast how many sprints needed.
  • If backlog = 200 points and average velocity = 42 → need about 5 more sprints.
  • A new team has LOW velocity initially; it increases as team gels (TuckmanForming-Storming-Norming-Performing-Adjourning model of team development. Velocity improves in Performing stage. Performing stage).
27Kanban Board — Visual Work Management
BACKLOG IN PROGRESS WIP Limit = 3 REVIEW DONE ✓ User Story #12 Login Feature (5pts) User Story #15 Dashboard (8pts) User Story #20 Reports (3pts) User Story #8 API Integration (5pts) User Story #9 Data Export (3pts) User Story #11 Search (2pts) ⚠ WIP Limit Reached! User Story #5 Profile Page (5pts) User Story #1 Auth System ✓ (8pts) User Story #3 DB Setup ✓ (3pts)

🔵 WHAT IS IT?

A visual board showing work items flowing through stages. Key feature: WIP LimitWork-in-Progress Limit – the maximum number of items allowed in a column at once. Prevents bottlenecks and promotes flow. limits items per column to prevent overload.

🔍 KEY METRICS

Lead TimeTotal time from work item creation to completion (from backlog to done). = start to finish.
Cycle TimeTime from when work actually STARTS (In Progress) to completion. = actual work time.
ThroughputNumber of items completed per time period. Higher = more productive. = items/week.
28Project Life Cycle — Staffing / Cost Curve
Initiating Planning & Executing Monitoring Closing Cost / Staff Level Project Time → Staffing/Cost Peak (Execution)

🔵 WHAT IT SHOWS

Staff levels and costs are LOW at start (Initiating), RAMP UP through Planning, PEAK during Execution, then taper off in Monitoring/Controlling and Closing.

📍 WHY THIS MATTERS

Resources are committed in phases. Knowing this curve helps with resource planning and budget release scheduling.
🎯 EXAM TIPS
  • Highest cost/staffing = Executing Process Group.
  • Initiating and Closing = lowest cost and staffing.
  • Risk is HIGHEST early (beginning of project) but cost to fix problems is LOWEST then too.
29Cost of Change Curve — Why Changes Cost More Later
Initiating Planning Executing M&C Closing Cost to Fix Defect/Change Stakeholder Influence ↑ Level Project Phases →

🔵 KEY PRINCIPLE

Changes made EARLY (Initiating/Planning) cost very little. Changes made LATE (Execution/Closing) cost exponentially more due to rework, cascading impacts.

📊 STAKEHOLDER INFLUENCE

Inverse relationship: Stakeholders have HIGH influence early → can shape the project. Late in project → low influence, and changes are very costly.
🎯 EXAM TIPS
  • "The cost of change increases as the project progresses" — TRUE. This justifies thorough planning upfront.
  • Stakeholder influence is HIGHEST during Initiating and LOWEST during Closing.
  • This curve supports the importance of requirements gathering early.
30Influence vs. Cost Curve — Project Decision Window
Ability to Influence Project Cost of Changes ⚠ Cross point Mid-project risk Early: High influence, Low cost Late: Low influence, High cost ↑ Level Time →
🎯 EXAM TIPS
  • These two curves always appear together on the PMP exam.
  • Message: front-load decisions, requirements, and planning to minimize cost and maximize influence.
  • In Agile, this is addressed by continuous delivery and early feedback loops.
31Contract Types — Risk Distribution Table
BUYER RISK SPECTRUM → FPIF FFP CPIF CPAF CPFF Seller bears most risk Shared Risk Buyer bears most risk ← Seller Risk Buyer Risk →
Contract TypeAbbreviationWho Bears RiskBest Used WhenKey Feature
Firm Fixed PriceFFPSellerWell-defined scopeFixed total price; seller absorbs overruns
Fixed Price Incentive FeeFPIFMostly SellerGood scope, want cost savings sharedSeller earns fee for beating target cost
Fixed Price Award FeeFPAFMostly SellerFixed deliverable, need quality incentiveAward fee based on performance criteria
Fixed Price Economic Adj.FPEPASellerLong-term contracts (inflation risk)Price adjusted for inflation indices
Cost Plus Fixed FeeCPFFBuyerUnclear/R&D scopeSeller gets costs + fixed fee regardless
Cost Plus Incentive FeeCPIFBuyerUncertain scope, want motivationShared savings formula incentivizes seller
Cost Plus Award FeeCPAFBuyerPerformance-based servicesAward fee based on subjective performance
Time and MaterialT&MBuyerSmall scope, short durationPer hour + materials; unlimited spending risk
🎯 EXAM TIPS
  • FFP = most common; buyer loves it, seller takes risk.
  • CPFF = seller's favorite; buyer takes ALL cost risk.
  • T&M = hybrid; used for staff augmentation. Buyer risk if no limit (add NTENot-to-Exceed clause added to T&M contracts to cap buyer's cost exposure. clause!).
  • Cost-reimbursable contracts require auditing of seller's actual costs.
  • All cost-reimbursable = BUYER pays actual costs PLUS a fee.
32Communication Channels Formula
PM A B C D 5 people = 10 channels Formula n(n-1)/2 n = # stakeholders 5 people: 5×4/2 = 10 10 people: 10×9/2 = 45 +1 person = +n channels! Complexity grows fast!
Team Size (n)Communication Channels n(n-1)/2New Member AddedAdditional Channels
33→ 4+3 (total=6)
510→ 6+5 (total=15)
828→ 9+8 (total=36)
1045→ 11+10 (total=55)
15105→ 16+15 (total=120)
20190→ 21+20 (total=210)
🎯 EXAM TIPS
  • Formula: n(n-1)/2 where n = total number of stakeholders (including PM).
  • Adding one person = you add n NEW channels (where n is the ORIGINAL team size).
  • "Team grows from 10 to 13 members" → Original=45, New=13×12/2=78, Change=+33 channels.
  • This justifies why large project teams need formal Communication Management Plans.
33Process Groups vs. Knowledge Areas Matrix
Knowledge Area Initiating Planning Executing M&C Closing
IntegrationDevelop CharterDevelop PM PlanDirect & ManageMonitor & Control; Perform Change ControlClose Project
ScopePlan, Collect Req., Define Scope, Create WBSValidate & Control Scope
SchedulePlan, Define Activities, Sequence, Est. Duration, Develop ScheduleControl Schedule
CostPlan, Est. Costs, Determine BudgetControl Costs
QualityPlan QualityManage QualityControl Quality
ResourcesPlan Resource, Est. Activity ResourcesAcquire, Develop, Manage TeamControl Resources
CommunicationsPlan CommunicationsManage CommunicationsMonitor Communications
RiskPlan Risk, Identify, Qual., Quant., Plan ResponsesImplement Risk ResponsesMonitor Risks
ProcurementPlan ProcurementConduct ProcurementControl Procurement
StakeholdersIdentify StakeholdersPlan EngagementManage EngagementMonitor Engagement
🎯 EXAM TIPS
  • Only 2 processes in Initiating: Develop Project Charter + Identify Stakeholders.
  • Only 1 process in Closing: Close Project or Phase.
  • Planning has the MOST processes — this is where PM earns their keep!
  • M&C monitors EVERY knowledge area — "Monitor and Control Project Work" is the umbrella.
  • Quality is the only area with DIFFERENT verbs: Plan → Manage (Executing) → Control.