CRM Project Management Fundamentals 2 — Questions and Answers
Question 1: In records management projects, what does a Work Breakdown Structure (WBS) primarily help accomplish?
- Allocate budget across fiscal years
- Decompose project scope into manageable deliverables (Correct answer)
- Schedule vendor contract renewals
- Identify stakeholder communication preferences
Correct answer: Decompose project scope into manageable deliverables
A WBS breaks the total project scope into smaller, manageable components called work packages to improve planning and control.
Question 2: Which project management document formally authorizes a records management project and names the project manager?
- Project scope statement
- Risk register
- Project charter (Correct answer)
- Stakeholder register
Correct answer: Project charter
The project charter formally authorizes the project and grants the project manager the authority to apply organizational resources.
Question 3: A records retention project is running two weeks behind schedule. The project manager compresses the schedule by adding resources to critical path tasks. This technique is called:
- Fast tracking
- Crashing (Correct answer)
- Schedule compression leveling
- Rolling wave planning
Correct answer: Crashing
Crashing adds resources to critical path activities to shorten duration, typically increasing cost.
Question 4: During a records digitization project, the team discovers that scanning 50,000 additional legacy files was not in the original scope. What is the correct first step?
- Begin scanning immediately to avoid delays
- Submit a change request through the integrated change control process (Correct answer)
- Add the work to the WBS without documentation
- Inform stakeholders after the work is complete
Correct answer: Submit a change request through the integrated change control process
All scope additions must be processed through formal change control to assess impacts on cost, schedule, and quality.
Question 5: What is the purpose of a RACI matrix in a records management project?
- Track budget variances over time
- Define roles and responsibilities for project tasks (Correct answer)
- Assess project risks by likelihood and impact
- Document lessons learned from prior projects
Correct answer: Define roles and responsibilities for project tasks
A RACI matrix identifies who is Responsible, Accountable, Consulted, and Informed for each project activity.
Question 6: Which estimating technique uses actual costs from similar past records management projects as the primary basis for estimating current project costs?
- Parametric estimating
- Three-point estimating
- Analogous estimating (Correct answer)
- Bottom-up estimating
Correct answer: Analogous estimating
Analogous estimating uses historical data from similar past projects to estimate cost or duration for the current project.
Question 7: A project manager for a records center consolidation calculates a Schedule Performance Index (SPI) of 0.85. What does this indicate?
- The project is 15% ahead of schedule
- The project is progressing at 85% of the planned rate (Correct answer)
- The project is 15% over budget
- The project has completed 85% of its deliverables
Correct answer: The project is progressing at 85% of the planned rate
An SPI below 1.0 means the project is behind schedule, earning only $0.85 of planned value for every dollar of work scheduled.
In records management projects, what does a Work Breakdown Structure (WBS) primarily help accomplish?