Use this syllabus as your PMI‑SP® coverage checklist. Work domain-by-domain and practice immediately after each task set.
What’s covered
Schedule Strategy (14%)
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Task 1 — Establish project schedule configuration management policies and procedures
- Define how schedule data is stored, versioned, and retrieved (naming conventions, repositories, access controls).
- Set baseline control expectations, including what constitutes a baseline change vs an update.
- Establish schedule change control workflow (requests, impact analysis, approvals, implementation, and logging).
- Maintain an audit trail so schedule changes are traceable to approvals and reasons.
- Align schedule configuration management with contractual, regulatory, and organizational requirements.
- Prepare schedule artifacts for future audits, claims, or forensic schedule analysis.
Task 2 — Develop schedule approach to define schedule requirements
- Assess project characteristics (complexity, delivery method, contract type) that influence scheduling approach.
- Identify enterprise environmental factors and organizational process assets that constrain or guide scheduling.
- Select an appropriate scheduling method (predictive, agile, hybrid, rolling wave) for the project context.
- Determine the required level of detail (activity granularity) based on reporting cadence and decision needs.
- Define schedule reporting needs, including milestone reporting, lookaheads, and performance metrics.
- Document schedule assumptions, constraints, and requirements for stakeholder agreement.
Task 3 — Establish scheduling policies and procedures to develop the schedule management plan
- Define schedule methodology, tool selection criteria, and key tool parameters (calendars, coding, constraints).
- Set variance thresholds and escalation triggers for schedule performance monitoring.
- Define activity definition and status rules so progress reporting is consistent across teams and vendors.
- Specify schedule analysis techniques to be used (critical path/float analysis, trend analysis, what-if scenarios).
- Define EVM-related scheduling rules where applicable (progress measurement, control accounts, PMB alignment).
- Establish approval requirements for baselining and for significant schedule changes.
- Integrate schedule development and control activities into the overall project management process.
- Align scheduling with scope planning (WBS, deliverables, acceptance criteria) and change control governance.
- Coordinate schedule and cost integration needs (cost loading, control accounts, PMB considerations).
- Incorporate scheduling needs into resource, quality, risk, and procurement management planning.
- Define schedule inputs/outputs for communications management (reports, cadence, audiences).
- Ensure plan components support consistent schedule decision-making across stakeholders.
Task 5 — Provide scheduling objectives, roles, and procedures to the team
- Communicate scheduling objectives, goals, and success criteria to project team members and stakeholders.
- Clarify the scheduler’s role and the responsibilities of activity owners in planning and status reporting.
- Explain the schedule update process (cadence, cutoffs, required data, definitions) and how issues are raised.
- Set expectations for how dependencies, constraints, and changes are proposed and approved.
- Establish routines (status meetings, lookahead planning) that support effective schedule participation.
- Promote data quality discipline so actuals and forecasts are reliable for analysis.
Schedule Planning and Development (31%)
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Task 1 — Develop the WBS, OBS, control accounts, and work packages to ensure completion of project scope
- Build a deliverable-oriented WBS that reflects the scope statement and contractual commitments.
- Define control accounts and work packages that support schedule/cost integration and governance.
- Align the WBS to the organizational breakdown structure (OBS) to clarify ownership and accountability.
- Validate decomposition level with SMEs so work is neither too vague nor unnecessarily granular.
- Use a WBS dictionary (or equivalent) to make work package boundaries and acceptance criteria clear.
- Ensure the structure supports roll-up reporting and baseline control.
- Decompose work packages into schedulable activities aligned to scheduling policies and procedures.
- Define milestones (internal and contractual) and specify the conditions for milestone completion.
- Document activity descriptions, deliverables, and responsible owners so status updates are meaningful.
- Apply consistent naming and coding standards to support reporting, filtering, and analysis.
- Ensure activities are measurable and can be statused using defined progress measurement techniques.
- Confirm activity granularity aligns to reporting cadence and decision needs.
Task 3 — Estimate activity durations to develop an overall schedule model
- Select estimating techniques appropriate to uncertainty and available data (analogous, parametric, three-point).
- Elicit SME input and use historical performance data to produce realistic duration estimates.
- Use PERT or three-point estimates to capture uncertainty and expected duration values where appropriate.
- Distinguish duration from effort and adjust estimates for resource availability and productivity.
- Document assumptions, constraints, and basis of estimate so estimates can be reviewed and improved.
- Validate estimates with stakeholders and refine when planning details change.
Task 4 — Sequence activities to develop a logical, dynamic schedule model
- Identify and justify dependencies (mandatory vs discretionary) and ensure they reflect real work constraints.
- Use appropriate relationship types (FS/SS/FF/SF) and apply leads/lags responsibly.
- Incorporate external and cross-program dependencies and define how they will be monitored.
- Apply constraints from calendars, geography, contracts, and approvals without breaking schedule logic.
- Validate the network so it is logically complete (no open ends) and supports critical path calculation.
- Review sequencing with SMEs to confirm feasibility and remove unrealistic logic.
Task 5 — Identify critical and near-critical path(s) to meet project delivery date requirements
- Calculate and interpret critical path and float values to identify what drives key milestone dates.
- Identify near-critical paths and assess sensitivity to delays, rework, or resource constraints.
- Use critical chain thinking where appropriate to account for resource constraints and buffering strategies.
- Use probabilistic methods (PERT, Monte Carlo outputs) to understand schedule uncertainty and confidence levels.
- Prioritize management attention and mitigation actions based on criticality and schedule risk exposure.
- Communicate critical path drivers clearly to stakeholders and activity owners.
Task 6 — Develop the RBS, determine resource availability, and assign resources to define the resource constrained schedule
- Create a resource breakdown structure (RBS) and resource pools that reflect roles, teams, and suppliers.
- Collect resource calendars, availability, productivity assumptions, and constraints from functional managers.
- Assign resources to activities and estimate effort where needed to support realistic durations.
- Identify overallocation, skill bottlenecks, and resource conflicts that affect schedule feasibility.
- Coordinate resource commitments across stakeholders to reduce planning churn and last-minute changes.
- Document resource assumptions and constraints so they are visible during decision-making.
Task 7 — Adjust schedule model to calculate the resource constrained schedule
- Apply resource leveling or smoothing to address overallocations and capacity constraints.
- Evaluate schedule compression options (crashing, fast-tracking) and their impacts on cost and risk.
- Reconcile schedule dates with budget constraints and other known limitations without breaking logic integrity.
- Recalculate the schedule and re-check critical/near-critical paths after resource and constraint changes.
- Propose alternatives (phased delivery, scope trade-offs, staffing strategies) to meet milestone deadlines.
- Document decisions and impacts so stakeholders understand why dates changed.
Task 8 — Align schedule with overall program plan or integrated master plan (IMP)
- Map project milestones and deliverables to program-level objectives and integrated master plans/schedules.
- Identify integration points and inter-project dependencies that could drive or constrain the project schedule.
- Align scheduling cadence, baseline governance, and reporting formats to program requirements.
- Participate in integrated change control so upstream/downstream impacts are evaluated consistently.
- Ensure coding and structure choices support roll-ups and cross-project visibility where required.
- Communicate schedule risks and impacts to program leadership early and clearly.
Task 9 — Analyze major milestones against the SOW/contract/MOU to assess required deadlines
- Identify contractual milestones and delivery obligations from the SOW, contract, or MOU.
- Validate that schedule assumptions, logic, and constraints support the required milestone dates.
- Compare planned milestone dates to deadlines and highlight gaps, risks, and dependencies driving them.
- Develop mitigation options or negotiation inputs when deadlines are not feasible under current constraints.
- Document the rationale and evidence behind milestone date commitments for governance and auditability.
- Escalate schedule feasibility concerns using defined thresholds and approval pathways.
- Identify uncertainty drivers and risk events that influence schedule performance and milestone dates.
- Build and run quantitative what-if scenarios or Monte Carlo simulations using appropriate inputs and assumptions.
- Interpret results (confidence levels, percentile dates, ranges) relative to risk tolerances and commitments.
- Identify high-impact activities and paths that most influence delivery dates and exposure.
- Recommend mitigation actions and appropriate schedule reserves/buffers based on analysis outputs.
- Communicate schedule risk results and implications in a decision-ready format for stakeholders.
Task 11 — Obtain consensus to establish an approved baseline schedule
- Facilitate stakeholder review to confirm scope coverage, logic correctness, and feasibility of dates.
- Confirm assumptions, constraints, dependencies, and milestone definitions are understood and accepted.
- Secure approvals from customer/sponsor/PM/team according to governance and contract requirements.
- Freeze and version the approved baseline schedule and preserve evidence of approval.
- Communicate baseline expectations to activity owners and stakeholders, including update cadence and thresholds.
- Define how future changes will be requested, analyzed, approved, and reflected in baselines.
- Time-phase work and budgets so the schedule supports performance measurement at appropriate control points.
- Integrate schedule and cost baselines through control accounts and progress measurement methods.
- Define mapping between work packages and activities so earned value calculations are consistent and traceable.
- Set up progress measurement techniques suitable for the work (0/100, 50/50, percent complete, etc.).
- Validate that the PMB supports reporting needs (SV/SPI, milestone tracking, trend analysis).
- Ensure baseline configuration management supports re-baselining and historical comparisons when approved.
Schedule Monitoring and Controlling (35%)
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Task 1 — Collect activity status to update and review project progress
- Define status collection cadence, cutoffs, and required data elements for activity owners.
- Collect and validate actual start/finish dates, remaining duration, and percent complete (as applicable).
- Update the schedule model and recalculate critical path and forecast dates after status is entered.
- Identify slippage, variance trends, and near-term constraints using the updated schedule.
- Validate that reported progress is consistent with observable work and completion criteria.
- Communicate required corrective actions and ownership when progress deviates from plan.
- Collect resource usage data and compare actual utilization to plan (hours, crews, productivity).
- Update resource calendars and future availability to keep forecasts realistic.
- Identify resource conflicts and overallocations and coordinate adjustments with functional managers.
- Adjust remaining duration and forecasts when productivity or staffing assumptions change.
- Produce utilization and availability reports that inform schedule decisions and trade-offs.
- Track resource-driven schedule risks and escalate when constraints threaten milestones.
- Apply schedule quality checks (logic integrity, constraints, float health, missing links, out-of-sequence work).
- Audit subcontractor schedules for alignment with the integrated master schedule and contractual requirements.
- Identify unrealistic progress updates or planning assumptions that distort forecast dates.
- Analyze impacts of changes on milestones and critical paths and document the findings clearly.
- Recommend corrective actions (logic fixes, re-planning, resource shifts, mitigations) based on analysis.
- Preserve evidence and documentation to support traceability and potential forensic schedule analysis.
Task 4 — Identify alternative execution options to optimize the schedule
- Build what-if scenarios to compare sequencing, resourcing, and delivery strategies under constraints.
- Evaluate schedule compression options and quantify impacts on cost, quality, and risk exposure.
- Assess effects on critical and near-critical paths and on key contractual milestones.
- Recommend an option based on objective criteria and stakeholder priorities (deadline, cost ceiling, risk).
- Present alternatives with assumptions, benefits, risks, and decision points in clear stakeholder language.
- Iterate scenarios quickly as constraints change and new information emerges.
Task 5 — Incorporate approved risk mitigation activities to establish a new PMB
- Translate risk responses into scheduled activities with owners, durations, resources, and dependencies.
- Ensure mitigation activities are logic-linked so their impact on forecasts is visible and measurable.
- Route mitigation-driven changes through formal change control and obtain required approvals.
- Update the schedule and baseline (when approved) and preserve baseline history for comparison.
- Track mitigation effectiveness by monitoring changes in schedule risk exposure and milestone confidence.
- Communicate PMB changes and expectations so stakeholders understand the new plan.
Task 6 — Update schedule model and document baseline changes to maintain accuracy and support forensic analysis
- Implement approved changes and re-baseline when governance requires it, while preserving prior baselines.
- Maintain a change log with reason, approval evidence, and quantified schedule impacts.
- Store periodic schedule snapshots to support variance trending and historical analysis.
- Follow configuration management procedures so schedule artifacts are accessible and auditable.
- Support delay analysis/forensic methods by keeping records of baseline, updates, and as-built performance.
- Ensure the current schedule remains logically sound and reflects actual execution conditions.
Schedule Closeout (6%)
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Task 1 — Obtain final acceptance of the contractual schedule components
- Confirm all contractual schedule deliverables have been produced, reviewed, and accepted.
- Coordinate with sponsor/customer and the project manager to close schedule-related obligations.
- Ensure outstanding schedule changes, claims, or discrepancies are resolved or documented for closure.
- Document formal acceptance and approvals for final schedule components.
- Provide final schedule artifacts needed for transition, operations, or warranty support.
- Verify closure aligns to governance and contract closeout requirements.
- Compare planned vs actual milestone dates and analyze how the critical path evolved over time.
- Identify root causes of major variances (scope changes, risk events, productivity, resource constraints).
- Evaluate effectiveness of scheduling approach, tools, policies, and governance practices used.
- Gather stakeholder feedback on schedule communication, visibility, and usefulness for decision-making.
- Document actionable lessons learned and recommendations for future scheduling practices.
- Identify best practices and templates that should be reused across future projects.
Task 3 — Update organizational process assets (OPAs) to improve business processes
- Capture scheduling lessons learned with context, outcomes, and applicability for future projects.
- Update scheduling templates, checklists, coding standards, and audit routines based on findings.
- Recommend process improvements for configuration management, status reporting, and change control.
- Share reusable artifacts with the PMO and functional groups to support consistency and maturity.
- Ensure documentation is searchable, accessible, and maintained according to organizational standards.
- Close the feedback loop by confirming updates are adopted and communicated to relevant teams.
Task 4 — Distribute final schedule reports to stakeholders to facilitate project closeout
- Produce final schedule performance reporting, including milestone outcomes and variance explanations.
- Include appropriate EVM calculations and schedule variance analysis when used on the project.
- Tailor final reports to stakeholder audiences (executive summary vs detailed technical reporting).
- Document corrective actions taken and their outcomes to provide a complete closure narrative.
- Ensure reports are stored in the agreed repository and are accessible for audits or future reference.
- Confirm distribution lists and receipt of final reports per the communications plan.
Task 5 — Archive schedule files to satisfy requirements and prepare for forensic analysis
- Archive the final schedule model, schedule management plan, status reports, and schedule change log.
- Preserve baseline versions and periodic updates/snapshots so historical reconstruction is possible.
- Follow retention, security, and access control requirements for schedule records and evidence.
- Ensure archived artifacts have consistent naming/metadata to support search and retrieval.
- Validate archive completeness against contractual requirements and internal procedures.
- Prepare artifacts for potential audits, claims support, or forensic schedule analysis needs.
Stakeholder Communications Management (14%)
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Task 1 — Develop and foster stakeholder relationships to enhance support for the project schedule
- Identify schedule stakeholders and understand what each group needs to make decisions and remove blockers.
- Build trust through transparent assumptions, constraints, and consistent follow-through on commitments.
- Tailor schedule discussions to stakeholder priorities (scope, deadlines, risk, cost, compliance).
- Facilitate collaboration and resolve conflicts related to priorities, dependencies, and resource constraints.
- Use negotiation and facilitation techniques to align on feasible plans and trade-offs.
- Maintain relationship health through a consistent communication cadence and responsiveness.
Task 2 — Generate and maintain visibility of the project schedule to maintain stakeholder support
- Publish schedule views that stakeholders can actually use (milestones, Gantt summaries, lookaheads).
- Ensure the latest approved schedule is accessible and clearly versioned to avoid confusion.
- Highlight critical path drivers, near-critical risks, and upcoming decision points in visible reporting.
- Maintain visibility after changes by communicating what changed, why, and what it impacts.
- Promote accountability by linking schedule commitments to owners and measurable completion criteria.
- Use consistent formats and cadence so stakeholders can compare status over time.
Task 3 — Provide schedule status updates and impacts of corrective actions to maintain awareness
- Create executive-ready status summaries that report progress, forecast dates, and key risks succinctly.
- Explain impacts of corrective actions on milestones and critical paths (what improves, what still risks).
- Provide variance and trend insights that help leadership choose among options and trade-offs.
- Tailor level of detail and terminology to the audience while preserving accuracy and traceability.
- Document decisions, actions, and follow-ups so commitments and approvals are auditable.
- Communicate constraints and required stakeholder actions clearly when schedule recovery needs support.
Task 4 — Communicate schedule issues to elevate awareness to relevant stakeholders
- Detect schedule issues early using defined thresholds, audits, and trend indicators.
- Escalate issues with clear root cause, quantified impact, and recommended response options.
- Coordinate issue handling with risk and change control processes so responses are governed and tracked.
- Update the schedule model promptly when issue responses are approved and implemented.
- Track issue resolution progress and verify that actions reduce the expected impact.
- Maintain documentation of issues, decisions, and impacts for transparency and auditability.
Tip: If you’re stuck between two answers, choose the one that improves (1) schedule logic integrity, (2) measurement quality, and (3) governance/traceability.