PMP Exam Prep Companion: Quality and Resources—Building the Right Thing and Building It Reliably

Capítulo 7

Estimated reading time: 9 minutes

+ Exercise

1) Quality: Meeting Requirements and Being Fit for Use

In PMI terms, quality is not “gold-plating” or “best possible.” It is meeting requirements and being fit for use for the customer and users.

Two simple lenses to remember

  • Conformance to requirements: Did we build what was specified (features, tolerances, performance, compliance)?
  • Fitness for use: Does it work well in the real world for the intended users (reliability, usability, safety, maintainability)?

Plain-language example: A mobile banking app can “meet requirements” by supporting transfers and showing balances, but still fail “fitness for use” if it crashes during peak hours or is confusing for users. Conversely, a beautiful interface that users love still fails quality if it violates security requirements.

Quality planning vs. quality assurance vs. quality control (what you do and when)

ActivityPlain-language meaningTypical outputsExample
Plan Quality Management (Quality Planning)Decide what quality means for this project and how you’ll achieve and measure it.Quality management plan, metrics, checklists, test strategy, acceptance criteria alignmentDefine response-time targets, defect thresholds, test environments, review cadence, and “done” criteria.
Manage Quality (Quality Assurance)Make sure the process is capable of producing quality; improve how work is done.Process improvements, audit results, updated procedures, training needsAudit code review practice; improve peer review checklist; add automated static analysis.
Control Quality (Quality Control)Inspect the deliverable to confirm it meets requirements; find defects and verify fixes.Test results, defect logs, verified deliverables, acceptance recommendationsRun regression tests; log defects; re-test after fixes; confirm acceptance criteria met.

A quick memory aid: Planning = define, Assurance = improve the way, Control = verify the thing.

2) Prevention vs. Inspection: Spend Effort Early to Avoid Pain Later

Quality work is often a tradeoff between prevention (avoid defects) and inspection (find defects). PMI generally favors prevention because defects found late are expensive and disruptive.

Prevention (build it right)

  • Clear requirements and acceptance criteria
  • Design reviews and peer reviews
  • Prototyping and early user feedback
  • Training and standards (coding standards, SOPs)
  • Automation (linting, unit tests, CI pipelines)

Inspection (check it after)

  • Testing and verification
  • Walkthroughs of completed deliverables
  • Sampling and measurement
  • Audits of deliverables

Step-by-step: choosing prevention and inspection activities

  1. List critical requirements (the ones that would cause major rework, safety issues, compliance failures, or customer dissatisfaction).
  2. Define measurable quality metrics (e.g., max response time, defect density, uptime, tolerance ranges).
  3. Pick prevention actions for the highest-risk areas (reviews, prototypes, training, automation).
  4. Pick inspection actions to confirm outcomes (test levels, sampling plans, acceptance tests).
  5. Assign owners and timing (who performs reviews/tests, when, and what “pass” means).
  6. Plan how defects are handled (logging, triage, root cause analysis, retest, closure criteria).

Mini-scenario: Defects found late

Situation: Two weeks before launch, system testing finds a serious defect: under load, transactions intermittently fail. Fixing it may require redesigning a component. Stakeholders ask, “Can’t we just patch it and move on?”

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PMI-aligned actions to choose:

  • Stabilize the decision with data: quantify impact (failure rate, customer harm, regulatory risk, rework cost) and compare options.
  • Use root cause analysis (not blame): identify why it escaped earlier (missing load test, unclear nonfunctional requirements, inadequate environment).
  • Adjust the quality approach: add or strengthen prevention for similar risks (e.g., performance requirements, earlier load testing, better test environment parity).
  • Manage change properly: if schedule or scope must change, follow the project’s change control approach and communicate tradeoffs clearly.

What to avoid: skipping verification of the fix, hiding defect severity, or “hero mode” overtime without addressing the process gap that allowed the defect through.

3) Continuous Improvement and Lessons Learned: Make the Next Iteration Easier

PMI expects teams to learn as they go. Continuous improvement means you don’t just fix a defect—you improve the system that produced it. Lessons learned capture what happened, why it happened, and what to do differently next time.

Practical ways continuous improvement shows up on projects

  • Small process tweaks after recurring issues (e.g., add a checklist item, update a template, clarify a handoff).
  • Reducing variation in how work is done (standard work, definitions of done, consistent review practices).
  • Short feedback loops (early demos, early testing, early stakeholder review).
  • Root cause analysis for repeated defects (fix the cause, not just the symptom).

Step-by-step: a lightweight lessons learned cycle

  1. Trigger: a defect, rework spike, missed requirement, or repeated confusion.
  2. Capture the fact pattern: what happened, when, impact, and where it was detected.
  3. Find the root cause: ask “why” until you reach a process or assumption you can change.
  4. Define an improvement action: specific, owned, and time-bound (e.g., “Add load test to pre-integration checklist; owner: QA lead; by next sprint”).
  5. Update artifacts: checklists, templates, standards, training notes, and the quality management plan if needed.
  6. Verify effectiveness: confirm the issue reduces or disappears in subsequent work.

Mini-scenario: repeated rework from misunderstood requirements

Situation: The team keeps rebuilding screens because stakeholders say, “That’s not what we meant.” The team is frustrated and starts blaming “changing minds.”

PMI-aligned actions to choose:

  • Improve requirement clarity and validation: use examples, prototypes, and acceptance criteria that are testable.
  • Shorten feedback loops: schedule earlier reviews of work-in-progress rather than waiting for “final.”
  • Document decisions and rationale: reduce “telephone game” misunderstandings.
  • Capture lessons learned: identify which requirement types are most ambiguous and add a standard approach to clarify them.

4) Resource Planning: Roles, Responsibilities, Team Development, and Conflict Resolution

Resources are not just “people.” They include the skills, availability, tools, and support needed to produce deliverables. Resource planning is about getting the right people, with the right skills, at the right time, with clear ownership, and keeping the team healthy and productive.

Roles and responsibilities: make ownership visible

Unclear ownership creates delays, duplicated work, and quality gaps (“I thought you were testing that”). A simple responsibility assignment approach makes work move.

Step-by-step: clarify ownership with a RACI-style approach

  1. List key deliverables and decisions (not every tiny task—focus on items that can stall progress).
  2. Assign one “Accountable” owner per deliverable/decision (exactly one person who answers for it).
  3. Assign “Responsible” doers (the people doing the work; can be multiple).
  4. Identify “Consulted” experts (two-way input) and “Informed” stakeholders (one-way updates).
  5. Review with the team to confirm it matches reality and capacity.
  6. Publish and use it during planning, handoffs, and issue resolution.

Mini-scenario: unclear ownership causes a quality miss

Situation: A compliance requirement was assumed to be “handled by someone else.” Late in the project, an audit finds the deliverable is missing a required control. The team says, “No one owned it.”

PMI-aligned actions to choose:

  • Immediately assign accountable ownership for compliance deliverables and verification steps.
  • Update responsibility mapping so every critical requirement has an owner and a verification method.
  • Integrate compliance checks into quality control (e.g., checklist item, test case, or review gate).
  • Capture a lesson learned to prevent “ownership gaps” on future work.

Team development: build capability, not just output

Team development is about improving how the team performs over time: skills, collaboration, trust, and working agreements.

  • Skill building: targeted training, pairing/mentoring, cross-training to reduce single points of failure.
  • Working agreements: definitions of done, review expectations, response times, meeting norms.
  • Recognition: reinforce desired behaviors (quality focus, knowledge sharing, proactive risk raising).

Mini-scenario: overloaded team members

Situation: Two specialists are overloaded, working nights, and becoming bottlenecks. Defects are rising because reviews are rushed. A stakeholder says, “Just push harder—we’re close.”

PMI-aligned actions to choose:

  • Make workload visible: map assignments vs. capacity; identify bottlenecks and critical path impacts.
  • Rebalance work: shift tasks to available team members where possible; reduce multitasking; limit work in progress.
  • Reduce dependency on specialists: pair programming/peer work, cross-training, documented standards, reusable checklists.
  • Adjust plan with transparency: if constraints remain, propose options (add resources, reduce scope, extend timeline, or change sequencing) and manage approvals appropriately.
  • Protect quality: keep essential reviews/tests; don’t “save time” by skipping verification that prevents late rework.

Conflict resolution: address issues early and fairly

Conflict is normal when priorities, constraints, and perspectives differ. PMI expects the PM to facilitate resolution using collaboration and clear criteria, not avoidance or authority-first behavior.

Step-by-step: a PMI-aligned conflict resolution approach

  1. Separate people from the problem: restate the issue in neutral terms.
  2. Clarify interests and constraints: what each party needs and why (quality, timeline, risk, compliance, customer impact).
  3. Use objective criteria: requirements, acceptance criteria, risk exposure, data from tests, capacity limits.
  4. Generate options: tradeoffs and alternatives (sequence changes, partial delivery, additional review support, automation).
  5. Agree on actions and owners: who does what by when; how success is measured.
  6. Document and follow up: ensure the decision is implemented and doesn’t resurface.

Mini-scenario: conflict between speed and quality

Situation: A product owner wants to skip performance testing to meet a date. The QA lead refuses, citing risk. The team is stuck.

PMI-aligned actions to choose:

  • Bring data: show the risk of failure in production, cost of late defects, and any historical evidence.
  • Offer options, not ultimatums: reduce scope, run a smaller but meaningful performance test, add automation, or adjust release sequencing.
  • Align to requirements and fitness for use: if performance is part of “fit for use,” skipping it threatens quality.
  • Escalate appropriately if needed: if the decision exceeds the team’s authority, raise it with clear impacts and recommended path.

Quality and resources working together (what to watch for)

  • Quality suffers when ownership is unclear: fix with responsibility mapping and checklists tied to critical requirements.
  • Quality suffers when capacity is unrealistic: fix with workload visibility, rebalancing, and reducing bottlenecks.
  • Quality improves when prevention is planned: invest early in reviews, prototypes, and automation for high-risk areas.
  • Quality becomes sustainable with continuous improvement: capture lessons learned and update how work is done, not just what is delivered.

Now answer the exercise about the content:

A team finds a serious defect late in system testing and wants to prevent similar issues in the future. Which action best reflects a prevention-focused, continuous-improvement response?

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This focuses on prevention and continuous improvement by using root cause analysis to fix the process gap, adding earlier preventive actions, and updating quality artifacts so similar defects are less likely to recur.

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PMP Exam Prep Companion: Communications and Stakeholder Engagement in Exam Scenarios

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