Interesting PMI Perspective On Claiming PDUs

PMI PDU ClaimAfter one of my readers asked me about PMP PDU claims, I made a telephone call to PMI. The question revolved around Category 2H and the proper way to prove you have met the criteria of the PDU.  In the past, I purposely formatted round-table discussion agendas a certain way to make it easy on the PMPs to claim PDUs.  So, what proof do we need to claim category 2H PDUs?  And, how many PDUs can you claim for being employed as a project manager? Category: 2H Description: Practitioner of project and/or program management services for more than 1,500 project hours per calendar year. Maximum PDUs: Time in service 6 months: 5 PDUs Maximum 15 PDUs may be earned per cycle (3 years).

What does that mean?  Based on the telephone conversation I had, if you've worked as a PM for at least 6 months, you can claim 5 PDUs.  Otherwise, if you are able to say you spend more than 1,500 hours per calendar year in that roll, you also qualify to claim the 5 PDUs.  Within your Continuing Certification Requirements (CCR) cycle, which is now 3 years, you can do this 3 times.  Do the math and you have a total of 15 maximum PDUs, if you're a full time PM.  That's not bad!  You're 1/4 the way to meeting the goal of 60 required PDUs per CCR and you haven't spent a dollar on training.

What about proof?  When claiming PDUs for something like a round-table discussion, the only proof you need is an agenda or something similar. But, I was really surprised by they answer I got from PMI for Category 2H.  You don't need any proof.  When I was audited, prior to taking my exam, I provided a detailed account of my project experiences and areas of focus.  None of this is necessary to maintain your credential. I was very specific how I framed my question to PMI.

Me: Please confirm, yes or no, if I have my PMP certification and I show up to work every day with the title of PM, I rate 5 PDUs a year?  Nothing else is required?

PMI Answer: Yes, that is correct

I have to admit, I don’t agree with this.  What's the point of telling people to follow a process if you have no mechanism in place to verify they are following it correctly?

What do you think?

10 Helpful Steps to Submit PMI PDUs

I'm in the process of helping a group in the PMO make their submissions for PMI Professional Development Units (PDUs).  All PMPs need 60 PDUs during a CCR cycle so don't put it off until the last minute.  In this case, they all participated in a workshop.  If you want to collect PDUs, you're going to need some kind of evidence.  It might be a program agenda, copies of a publication, transcript, certificate, registration form... do I need to go on?  This is actually for you in the event PMI audits you.  In this case, participating in a workshop, the evidence is not required to actually complete the PDU request online. Know your PMI ID #, Cert #, and Last Name on file with PMI.

Step 1: Log into the PMI homepage. A Membership Status box will appear in the left navigation menu with the following data: PMI ID No.: Member Since: Expires:

A Certification Status box will also appear in the left navigation menu with the following data: PMP No.: Earned: Renewal Date

Within that Certification Status box, at the bottom, is a link titled "View PDUs" []

Step 2: Select the "View PDUs" link Step 3: Enter your ID#, Cert#, and first four letters of your last name Step 4: Select the "PMI PDU Self Report Form" radio button Step 5: Select the "Login" button to continue Step 6: Select the Activity you wish to claim  ("2e" for participating in a workshop) Step 7: Complete the entire form (know the knowledge area and process group) Step 8: Select the "I Agree" checkbox and the "Continue" button Step 9: Review for accuracy Step 10: Select the "Submit" button

Go back and review your Online Transcript in a few days to verify your submission was successful Repeat Steps 1, 2, and 3

At Step 4,  select "PMI Transcript" radio button Step 5: Select the "Login" button to continue to your Online Transcript

See, it's not as hard as you thought!