PMI IT solutions include any technical resource that allows members, certification holders, chapter and community leaders, and the public to develop a relationship with us through their transactions and engagement. These resources also enable our global staff to manage our customers and to retrieve data that is pertinent to customer interactions. PMI’s IT solutions include but are not limited to the online certification system, the online CCR system (CCRS), the Volunteer Relationship Management System (VRMS), the Communities of Practice sites, Tech Admin, the Data Warehouse, PMI.org, the PMI Marketplace.
IT Document Types
The following sections describe standard IT document types. The IT Document Specialist is responsible for writing, revising, and managing the publication of these documents.
|IT Policy||A policy provides a high-level statement of management|
|intent or course of action. Policies explain what and why,|
|guiding staff members who must make present or future|
|IT Procedure||IT procedures provide specific operational steps or methods|
|that staff members follow to achieve a certain goal, enforce|
|a policy, solve a problem, or complete a process.|
|Guides||User guides, quick reference guides, and online help are|
|manuals to instruct users in the completion of a task. Keep|
|section on guides generic; guide title and content are|
|adjusted to suit the audience.|
|FAQs||FAQs are reference documents presented in question-and-|
|answer format for Customer Care or staff to use to better|
|service the customer on new products or system upgrades.|
|Online Help||Online help may be presented on screen as context-|
|sensitive directions or instruction, via a link as a pop-up|
|screen that provides tips, or via a link that sends the user|
|into a full guide that provides step-by-step instruction on an|
|Training Presentations||PowerPoint is the preferred presentation software for face-|
|(PowerPoint)||to-face training solutions.|
|Training Presentations||Brainshark publishing software is used to archive face-to-|
|(Brainshark)||face training presentations. Brainshark allows recorded|
|audio to accompany learning slides.|
Suggested Read: Direct approach to PMI-ACP
IT Document Templates
We work with Brand Management to ensure that PMI IT templates follow Brand standards and allow members of Brand to review PMI IT templates.
|IT FAQ Template||Use this Word template for frequently asked questions|
|(FAQ) documents for both internal staff and customers.|
|IT Guide Template||The user guide template provides a format to create a|
|comprehensive instructional document in Word. IT offers|
|both paper and online user guides. Edit the title of the guide|
|to reflect the audience—For example, administrator guide,|
|quick reference guide, Customer Care guide. This template|
|may be used for other purposes including requests for|
|proposals, design documents, and use cases. This template|
|is the basis for any document created by a Technical|
|Communication Specialist for a requestor from another PMI|
|IT Online Help PMI.css||This cascading style sheet is used for online user guides|
|offered in Madcap Flare web help format. PMI.css features|
|style elements that match the PMI.org website. This style|
|sheet will be revised with the input of OS&C for HTML help|
|IT Training Lesson Plan||Use this Word template to create a lesson plan for a training|
|Template||course. The lesson plan is a good tool to determine the|
|training audience and training topics.|
|IT Training Template||Use this PowerPoint template to create IT training|
|presentations for both instructor-led and online deliver. This|
|template can be used to create a user guide when uploaded|
|into Brainshark. This template uses standard PMI branding.|
|IT Training Template –||This version of the PowerPoint template for IT training|
|Leadership Institute Meeting||presentations has been specially modified to use LIM|
IT Document Identification and Ownership
All IT documents feature the PMI logo and copyright statement to establish ownership. We follow the rules established in the PMI Style Guide Section 2.
IT Document Template Elements
The following tables list all text elements used in IT document templates. Refer to the Technical Communication Center of Excellence or contact the Technical Communication Team to obtain the latest copies of IT templates, or to ask about the best template for a particular writing assignment.
Also Read: PMI:list of trademarks
Headings, Fonts, Text:
- Heading 1 = Arial 18 Bold PMI Grey, Heading 1 starts a new page. Headings 2 and 3 follow a Heading 1. Don’t add headings 2 and 3 unless you will have at least two topics for each heading. You shouldn’t have a Heading 1 with only one heading 2 under it, or a heading 2 with only one heading 3 under it.
- Heading 2 = Arial 16 Bold PMI Grey
- Heading 3 = Arial 14 Bold PMI Grey
- Heading 4 = Arial 12 Bold PMI Grey use for Figure captions only, include in TOC
- Items below Heading 3 should be organized using tables, bullet lists, number lists, charts, graphs, or images.
- Body Text = Arial 12 Grey
- Bullet List, Numbered List = Arial 12 Grey
- Full-color PMI Logo in upper left corner (or ProjectManagement.com Powered by PMI logo full-color transparent background if creating a document for ProjectManagement.com)
- Title, template name, revision history in upper right corner
- Internal doc = Blue adrenaline at bottom of cover and all following pages. (omit adrenaline for ProjectManagement.com documents)
- External doc = Letterhead cover page footer, blue adrenaline at bottom of all following pages.
- Margins = .5 inch all the way around, footer at 0 from the bottom of the page.
- Paragraph spacing 6 points before and after to give enough whitespace for text not to look jammed together.
- The Technical Communication Specialist may use other colors for the adrenaline if needed for a particular project or event, such as the Leadership Institute Meeting (LIM). This decision is up to the Technical Communication Specialist and Brand, it is not an arbitrary decision by the template user.
- The description of PMI, what the organization is and does, must come from marketing press releases.
- com blue is #00aeef. Use this color in place of PMI Blue on ProjectManagement.com documents.