This chapter is a plain-language glossary focused on PMI terms that look similar but mean different things on the exam. Each cluster includes: simple definitions, a quick example, how it shows up in questions, and short “spot the term” prompts.
Cluster 1: Deliverable vs. Output vs. Outcome vs. Benefit
Simple definitions (plain language)
- Deliverable: A specific thing you produce and hand over (a product, service, or result) that can be reviewed and accepted. Think “the thing you promised to make.”
- Output: Any artifact produced by a process or activity. Outputs can be internal (a report, a plan, a log update) or external (a component). Deliverables are a subset of outputs.
- Outcome: The change or effect created by using the deliverable. Think “what happens because the deliverable exists and is used.”
- Benefit: The measurable value gained from the outcome (often financial, strategic, or operational). Think “why the organization cares.”
Quick example
Project: Implement a new online appointment system for a clinic.
- Deliverable: The working appointment scheduling application released to users.
- Output: Test results, training materials, updated user guide, deployment checklist (and also the released app).
- Outcome: Patients book appointments online instead of calling.
- Benefit: 30% fewer call-center hours and improved patient satisfaction scores.
How it appears in exam questions
- If the question asks what is “produced” by an activity or process step, it is often looking for output.
- If the question asks what is “handed to the customer/sponsor for acceptance,” it is pointing to a deliverable.
- If the question asks about “the effect after implementation,” it is likely an outcome.
- If the question asks about “value realized” or “business value,” it is usually a benefit.
Practical step-by-step: how to separate them fast
- Ask: “Is it a thing we produce?” If yes, it’s deliverable or output.
- If it’s produced during work but not necessarily accepted by a customer, label it output.
- If it must be accepted/approved as part of scope, label it deliverable.
- If it’s a change in behavior/performance after use, label it outcome.
- If it’s the measurable value from that change, label it benefit.
Spot the term (choose the best match)
- Scenario: “The team completed the test summary report and stored it in the repository.” Answer: Output
- Scenario: “The customer signs off that the mobile app meets the acceptance criteria.” Answer: Deliverable
- Scenario: “After rollout, users stop using spreadsheets and adopt the new tool.” Answer: Outcome
- Scenario: “The organization reduces processing time by 20% and saves $200k annually.” Answer: Benefit
Cluster 2: Verification vs. Validation
Simple definitions (plain language)
- Verification: Checking the work against requirements/specifications. Think “Did we build it right?”
- Validation: Confirming the deliverable meets the real need and is accepted by the customer/user. Think “Did we build the right thing?”
Quick example
Project: Build a barcode scanning feature.
- Verification: QA tests confirm the scanner reads Code 128 and QR codes as specified and meets performance criteria.
- Validation: A pilot group of warehouse users confirms it works in their lighting conditions and supports their workflow; the product owner accepts it.
How it appears in exam questions
- If the question mentions specs, requirements, acceptance criteria, inspections, tests, it often points to verification.
- If the question mentions customer acceptance, user sign-off, pilot use, operational use, it often points to validation.
- Trick pattern: a deliverable can pass verification but still fail validation (meets specs but doesn’t solve the user’s problem).
Practical step-by-step: decide in 10 seconds
- Look for the reference point: requirements/spec (verification) vs. user need/acceptance (validation).
- Look for the actor: team/QA (verification) vs. customer/user/product owner (validation).
- Look for the verb: inspect/test/measure (verification) vs. accept/approve/use (validation).
Spot the term (choose the best match)
- Scenario: “A tester confirms the report exports in the required file format.” Answer: Verification
- Scenario: “The sponsor reviews the feature in a demo and formally accepts it.” Answer: Validation
- Scenario: “The product meets every documented requirement, but users say it slows them down.” Answer: Verification passed; validation failed
Cluster 3: Monitor/Control vs. Manage/Direct
Simple definitions (plain language)
- Manage/Direct: Doing the work of leading and executing—assigning work, coordinating people, producing deliverables, implementing plans. Think “make it happen.”
- Monitor/Control: Checking performance and taking corrective action—comparing actuals to the plan/baseline, analyzing variances, approving changes, adjusting course. Think “keep it on track.”
Quick example
Project: Website redesign.
- Manage/Direct: The PM facilitates daily coordination, removes blockers, ensures designers and developers complete tasks, and delivers increments.
- Monitor/Control: The PM reviews schedule performance, sees a two-week slip, analyzes cause, proposes corrective action, and processes a change request if needed.
How it appears in exam questions
- If the question is about leading execution (assigning, coordinating, producing, implementing), it is usually manage/direct.
- If the question is about measuring, comparing, variance, corrective action, change control, it is usually monitor/control.
- Common trap: “The PM notices a variance” is monitoring; “the PM updates the plan and implements corrective actions” is controlling (still in the monitor/control mindset).
Practical step-by-step: classify the scenario
- Underline the main verb:
assign, coordinate, execute, build→ manage/direct;measure, compare, analyze, correct, approve change→ monitor/control. - Identify the object: work (manage/direct) vs. performance vs baseline (monitor/control).
- Check for governance language: change request, approval, baseline usually signals monitor/control.
Spot the term (choose the best match)
- Scenario: “The PM reallocates two developers to finish the integration work this week.” Answer: Manage/Direct
- Scenario: “The PM reviews SPI/CPI trends and recommends corrective action.” Answer: Monitor/Control
- Scenario: “A change request is submitted to adjust the schedule baseline.” Answer: Monitor/Control
Cluster 4: Issue Log vs. Risk Register vs. Assumption Log
Simple definitions (plain language)
- Issue Log: A list of problems happening now that need resolution. Issues are current, not hypothetical.
- Risk Register: A list of uncertain events that may happen in the future (threats or opportunities), with analysis and planned responses.
- Assumption Log: A list of things you are treating as true for planning, plus constraints and their potential impact if they turn out wrong.
Quick example
Project: Roll out new point-of-sale devices.
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- Assumption: “Stores will have stable Wi‑Fi by installation day.” (logged in the assumption log)
- Risk: “If Wi‑Fi upgrades are delayed, installations may fail and require rework.” (logged in the risk register with response plans)
- Issue: “Store #14 Wi‑Fi is down today; installation team cannot proceed.” (logged in the issue log with an owner and due date)
How it appears in exam questions
- If the scenario is already happening (vendor missed a delivery, key resource quit, environment is down), it’s an issue → issue log.
- If the scenario is might happen (possible delay, potential defect rate, uncertain regulation), it’s a risk → risk register.
- If the scenario is a planning belief (we assume X will be available/true), it’s an assumption → assumption log.
- Common trap: “We assumed the API would be stable, but it changed.” The moment it changes and impacts work, it becomes an issue; it may also create new risks.
Practical step-by-step: what log do you update?
- Ask: “Is it real right now?” If yes → issue log.
- If not real yet, ask: “Is it uncertain and could affect objectives?” If yes → risk register.
- If it’s something you’re using to plan as if it’s true → assumption log.
- If an assumption is shaky, convert it into a risk: write the “if/then” risk statement and plan a response.
Spot the term (choose the best match)
- Scenario: “The supplier informs you they cannot meet the agreed ship date.” Answer: Issue Log
- Scenario: “There is a chance a new privacy rule will be approved next quarter.” Answer: Risk Register
- Scenario: “The plan is based on the belief that the client will provide test data by Friday.” Answer: Assumption Log
- Scenario: “The team assumed a library would remain supported, but it was deprecated yesterday.” Answer: Issue Log (and likely add a related risk)
Cluster 5: Stakeholder Engagement vs. Communications Management
Simple definitions (plain language)
- Communications Management: Ensuring the right information gets to the right people at the right time in the right format. Focus: messages, channels, frequency, clarity, feedback loops.
- Stakeholder Engagement: Building and maintaining stakeholder support and participation. Focus: relationships, expectations, influence, buy-in, involvement, and addressing concerns.
Quick example
Project: Deploy a new HR system.
- Communications management: Weekly status email, dashboard updates, release notes, training schedule announcements, and a Q&A channel.
- Stakeholder engagement: One-on-one meetings with department heads to understand concerns, involving HR super-users in design decisions, negotiating priorities, and turning resistant managers into supporters.
How it appears in exam questions
- If the question is about what to send, how often, what channel, who needs what info, it is usually communications management.
- If the question is about resistance, lack of support, conflicting expectations, influence, participation, it is usually stakeholder engagement.
- Common trap: Sending more emails rarely fixes low buy-in. If the problem is attitude/support, the better answer is engagement actions (meet, listen, involve, negotiate).
Practical step-by-step: pick the right action in questions
- Identify the problem type: information gap (communications) vs. support/expectations gap (engagement).
- If it’s an information gap, choose actions like: clarify message, adjust frequency, change channel, confirm understanding, tailor to audience.
- If it’s a support gap, choose actions like: meet stakeholders, analyze influence/interest, involve them in decisions, address concerns, agree on expectations.
- If both are present, engage first to understand the real concern, then adjust communications to reinforce alignment.
Spot the term (choose the best match)
- Scenario: “Executives complain they don’t know current progress and want a concise weekly view.” Answer: Communications Management
- Scenario: “A department head is openly opposing the project and influencing others.” Answer: Stakeholder Engagement
- Scenario: “Users are confused about what changes in the next release.” Answer: Communications Management
- Scenario: “Key stakeholders disagree on success criteria and keep escalating conflicts.” Answer: Stakeholder Engagement
Mini drill: mixed ‘spot the term’ prompts
Choose the best concept for each one-sentence scenario.
| Scenario | Best match |
|---|---|
| “A checklist created after a meeting captures action items and owners.” | Output |
| “The client signs the acceptance form for the completed training module.” | Validation (and the training module is a deliverable) |
| “A variance is detected and a corrective action is implemented to recover schedule.” | Monitor/Control |
| “A potential labor strike could delay shipping next month.” | Risk Register |
| “The plan assumes the test environment will be available 24/7.” | Assumption Log |
| “A critical stakeholder is disengaged; the PM schedules a working session to align expectations.” | Stakeholder Engagement |