PMI® Authorized Training Partner

Handbook and IP Guide

COLLABORATION
We can’t do it alone. Whether it’s partnering with a colleague, client, company or non-profit organization,
each of us brings something unique to the table. And we are made stronger when we work together.
Contents
Introduction.........................................................................................................................................................................................................3
PMI ATP Program Objectives.................................................................................................................................................................3
ATP Primary Responsibilities...................................................................................................................................................................3
ATP Membership Renewal Levels.........................................................................................................................................................3
PMI ATP Program Benefits......................................................................................................................................................................3
ATP Periods..........................................................................................................................................................................................................4
ATP Payment Terms......................................................................................................................................................................................4
ATP Payment Methods...............................................................................................................................................................................5
True-Up Process and Data Analysis.................................................................................................................................................5
ATP Status Types............................................................................................................................................................................................7
ATP Support Contacts...............................................................................................................................................................................8
Requirements for Successful ATP Application Processing..............................................................................................8
Submitting Your PMI ATP Program Application and Supporting Documentation..........................................8
Termination/Rejection................................................................................................................................................................................. 9
Appeals Process............................................................................................................................................................................................11
Reporting Non-Compliant Activity..................................................................................................................................................11
ATP Administrative Information..........................................................................................................................................................11
ATP Program Resource........................................................................................................................................................................... 12
Continuing Certification Requirements System (CCRS)................................................................................................ 12
Changes to Business Structure........................................................................................................................................................ 13
Business Partnerships.............................................................................................................................................................................. 14
Restrictions on Providing ATP Licensed Courses to non-ATPs....................................................................... 14
ATP Referrals........................................................................................................................................................................................ 14
Guidelines for Use of PMI Intellectual Property.................................................................................................................... 15
PMI Marketing Portal................................................................................................................................................................................. 16
Authorized Training Partner Resource Center......................................................................................................................17
ATP Program Frequently Asked Questions................................................................................................................................17
Intellectual Property (IP) Guidelines ............................................................................................................................................... 18

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Introduction
Welcome to the Project Management Institute (PMI®) Authorized Training Partner Program (PMI ATP
Program or Program). This Handbook is designed to provide PMI ATPs with important Program information
and to facilitate active participation in this exciting, continuing education venture. This Handbook contains
information that is current as of the date the Handbook is issued. PMI reserves the right to change or
discontinue any aspect of the Program, and this Handbook may be periodically updated as Program changes
are made. If you should have any questions concerning the PMI ATP Program, please feel free to contact
[email protected].

PMI ATP Program Objectives

The goals of the PMI ATP Program are:
• To support the continuing professional development of PMI certification holders, PMI members, and all
stakeholders in the project management community by providing quality educational opportunities.
• To provide quality educational opportunities for PMI certification holders seeking to maintain their
certification under the PMI Continuing Certification Requirements Program (CCR).
• To establish appropriate criteria and policies enabling PMI to provide recognition and approval of
quality education providers with mature business practices aligned to PMI core values in the field of
project, program and portfolio management.
• To provide a directory of current, quality, project, program, and portfolio management course
offerings aligned to the PMI Talent Triangle® to the project management community.
PMI ATP status is awarded to only established, high-quality, financially-sound project management education
providers who are aligned to PMI core values, have mature business practices and offer courses aligned to
the PMI Talent Triangle®. Training organizations that carry the PMI ATP Program Logo are a reflection of PMI
and thus must undergo an extensive evaluation of their companies in order to be admitted to the Program.
Please check the latest published version of the PMI ATP Program Application and Agreement for Program
criteria and eligibility.

ATP Primary Responsibilities

The ATP Program Application may be found on the PMI ATP Program Resources page and contains ATP
criteria and responsibilities in detail.

ATP Membership Renewal Levels

All organizations participating in the PMI ATP Program must meet the ATP criteria and follow procedures as
defined in Section 1 of the PMI ATP Program Application and Agreement. Eligible organizations include
professional training firms, academic colleges and universities, corporate training departments, government
agencies, management consulting firms, professional associations and PMI Chapters.
The term “Membership Renewal Level” as it relates to the ATP Program is for administrative purposes only
and is not an indication of differences in the quality of ATP learning activities or products, or the location of
those learning activities.

PMI ATP Program Benefits

The Program offers two tiers: Premier and Basic. Both provide a license to exclusive PMP® exam
preparation, Certified Associate in Project Management (CAPM)® Disciplined Agile® content and the tools to
support the training. The Premier package includes additional benefits such as access to sample test
questions to augment your training, as well as opportunities to grow your business through exclusive access
to requests for proposals (RFPs) and channel management support.

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ATPs that would prefer to focus solely on supporting and training existing certification holders may offer
PDU-only courses.
PMP® Disciplined PDU-
Benefits Basic Premier
Exam Prep Agile® Only

Welcome Kit: Includes PMI brand guidelines and

marketing tools ✓ ✓ ✓ ✓ ✓
Ability to offer PMI-approved PDUs and submit
PDU claims for students ✓ ✓ ✓ ✓ ✓
Access to IP licensure for all PMI standards ✓ ✓ ✓ ✓ ✓
One-on-one onboarding for partners and instructors
to understand the program’s online tools and resources ✓ ✓ ✓ ✓ ✓
Access to the PMI ATP support team ✓ ✓ ✓ ✓ ✓
Quarterly support with instructor-focused webinars
for partners and instructors to review updates to ✓ ✓ ✓ ✓ ✓
content, systems functionality and anything new

Quarterly account management support meetings

with Premier partners discussing performance
reviews, lead generation and marketing and brand ✓ ✓ ✓ ✓
compliance monitoring, plus webinars providing
thought leadership and industry trends

Exclusive access to PMI thought leadership and

perspectives during quarterly webinars ✓ ✓ ✓ ✓
Access to 250 cloned PMP® exam questions to
create practice exams ✓ ✓
Access to performance dashboard ✓ ✓ ✓ ✓
Exclusive access to RFPs ✓ ✓ ✓ ✓
Access to licensed content including instructor
manuals, knowledge checks and online learning assets ✓ ✓ ✓ ✓

Your company listed on PMI.org as a preferred

Authorized Training Partner
✓ ✓ ✓ ✓
1 complimentary 2 complimentary
Train the Trainer complimentary vouchers training voucher training vouchers ✓ ✓
ADDITIONAL VOUCHERS*
Badge issued upon successful assessment On-Demand Training - US$499
• completion ✓ ✓

Discount of 55% off PMI books ✓ ✓ ✓ ✓

*After using complimentary training vouchers, Authorized Training Partners must pay for any additional Train the Trainer course attendance for instructors.
Instructor payments are not accepted.

ATP Periods
Upon official written notification from PMI of acceptance into the Program, registration in the Program is
conducted on an annual basis. Each ATP is assigned a membership renewal period by PMI.

ATP Payment Terms

Payment for newly approved applications is due in full at the time of invoice. All payments for ATPs renewing
their membership are due in full by the first calendar day of the first month of the upcoming enrollment period.
PMI does not accept partial payments and does not have installment plans. ATPs may not deduct any bank fees,
local government fees, business obligation fees, etc. from their PMI invoice. PMI must receive the full invoice
amount reflected on their PMI invoice.
In the event PMI does not receive full payment from your organization by the first day of your upcoming
membership renewal period, a final payment reminder notice will be e-mailed to the ATP Primary
Administrative Contact. In the event PMI does not receive full payment by the beginning of the next annual
membership period, the ATP status type will automatically be changed from “Active” to “Inactive.” A
termination notice will then be emailed to the Primary Administrative Contact address. Please see
Termination section for more details.

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ATP Payment Methods
PMI accepts the following forms of payment:

Check
Payment must be in U.S. Dollars. Payment by check must be drawn from a U.S. Bank Account. All checks must
be made payable to “Project Management Institute”. Please reference your ATP number in the memo/notes
section.

Money Order
Money orders may originate from U.S. or non-U.S. institutions; however, the dollar amount must be in U.S.
Dollars.

Credit Card
We accept Visa, Master Card, American Express, Discover, and Diners Club. Due to PCI compliance we can
only accept credit card information via secure fax or the secure PMI Accellion site.

ACH/Wire Transfer
Please provide PMI a copy of your wire transfer receipt/confirmation reference your ATP number in the
memo section. Local government fees, business obligation fees, bank fees, etc. are the applicant’s
responsibility. For example: If you are renewing your premier or basic membership status at $2,100 USD and
your bank is charging $40USD to send the $2,100 wire transfer to PMI, the amount that must be credited into
PMI’s bank amount must be $2,100, not $2,060. The amount reflected on the PMI Invoice is the amount that
PMI must see in their bank account. PMI bank account information to which to send wire transfers is as
follows:
Wells Fargo
217 W. Baltimore Pike
2nd Floor
Media, Pennsylvania 19063 USA
Phone: +1-610-891-1088
Fax: +1-610-891-1065
Account Number: 2014183097209
Routing Transit Number: 121000248
Swift Code: WFBIUS6S

True-Up Process and Data Analysis

Overview/Introduction
When the Authorized Training Partner program was launched, questions were received about what we would do
to prevent ATPs from taking unfair advantage of lower pricing in Tier 2 or 3 regions. As mentioned in Question
#2 of the ATP FAQs, the ATP program gives us unprecedented visibility into where students are located versus
where they are completing their training. We refer to this process as the “True-Up” process or reconciliation.
• We will review purchase activities 4 times a year (every 3 months).

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Billing/Refund Process and Method
• Notification: As a result of the calculations, ATPs affected by the reconciliation process will be notified.
• Finance processing: Invoices or refunds will be created and distributed according to the calculation
report by the ATPAccountant (Finance team).

Data Sources and Provenance

• PMI.org ID: ID created when a person registers on the PMI.org website. This ID is used when learners or
instructors login to the Partner Platform or myPMI on pmi.org to access course material.
• Student Country: Student country is assigned when a student registers on the PMI.org or the myPMI
website and is maintained in the PMI data warehouse.
• ATP Pricing Tiers: assigned based on the country of the Provider and/or Student. Countries are mapped
to PMI Managed Regions, and PMI Managed Regions are mapped to Pricing Tiers.

Data Processing

1. ATPs are matched to students using data from the Partner Platform. Students who do not redeem
their courses are not included in the True-Up process.
2. ATP country and Managed Region from the PMI data warehouse are matched to the above data using
the Provider Number.
3. Student country and Managed Regions from the PMI data warehouse are matched to the above data
using the PersonID identification software.
4. Pricing Tiers are assigned to each ATP and student based on their PMI Managed Region. Europe and
North America are in Pricing Tier 1; Asia Pacific and Latin America are in Pricing Tier 2; and South Asia,
MENA, and Sub-Saharan Africa are in Pricing Tier 3.

Data Calculations
The calculations below are used to determine the amount owed or due back to an ATP.
• Price Charged: This is the amount the ATP paid based on their Pricing Tier. It is calculated by multiplying
the total number of students for each type of course by the course fees reflective of the Provider’s
Pricing Tier.
• Corrected Price: The amount the ATP should have paid when factoring in the location of their students.
It is calculated by multiplying the total number of students for each course type by course fee reflective
of the student’s Pricing Tier. In cases where the student lives outside of a defined ATP Pricing Tier
(i.e., China) or where the student region is unknown, the provider region is used.
• Differential: The Price Charged minus the Corrected Price. This is the amount owed or due back to
an ATP.
• Threshold: The amount over or under which a provider will be billed or refunded. The threshold is
currently set at $250 or more owed or due back.

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Data Shared with ATPs
• Total amount owed or due (differential)
• Breakdown of price charged, corrected price, and differential by SKU, Student Pricing Tier, and
Student Managed Region

Restrictions on Sharing PMI Student Data

Subject to the information provided in the PMI Privacy Policy, we have structured our Site so that, in general,
you can visit PMI on the web without identifying yourself or revealing any personal information. Once you
choose to provide us personal information (name, address, e-mail address, phone number, etc.) you can be
assured that it will only be used to support your member/customer relationship with us, or as otherwise set out
in this Privacy Notice. Our membership application process, registration process for seminars, certification and
educational programs, the PMI Store (Marketplace), and Job Board (Career Headquarters) may request and/
or require you to submit personal information. However, you can be assured that any such personal information
that you submit to us will be protected by industry standard security and management procedures and will be
used only for the purpose for which it was submitted, unless you request or agree otherwise, or as otherwise
set out in this Privacy Notice.
Our Privacy Notice covers these areas: Awareness, Choice, Access & Correction, Security, Additional
Site Issues, International Visitors, Retention, Enforcement Contact Information, and Changes to the
PMI Privacy Policy.

Dispute Process
If an ATP questions or disputes the results, notification to the Account Manager must be made in writing.
The AM will review the results with the Data Insights team to confirm data integrity. If the ATP continues to
dispute the findings, a third-party auditor will be consulted at the expense of the ATP. If corrections are
warranted, they will be honored by invoice or refund accordingly.

ATP Status Types

There are two ATP status types, Active and Inactive.

Active
The ATP is in good standing. Payment has been received and processed, all pertinent documents are currently
on file with PMI, and there are no compliance issues.

Inactive
The ATP’s profile is removed from the Education Provider Portal and ATP Directory. Reasons may include but
are not limited to: non-compliance, failed application, voluntary withdrawal, failure to make payment, failure to
provide all documents at the time of membership period renewal, violation of intellectual property rights or
requirements, etc.
Inactive ATPs must remove all references to the PMI ATP program from their marketing materials and must
immediately discontinue use of ATP Program and PMI logos, marks, materials and statements. This includes
course materials referencing PMI intellectual property. The ATP will not represent that it has any association
or affiliation (i.e., current or former association, former affiliation) with the PMI ATP Program. ATPs
understand that PMI conducts audits to ensure compliance of the ATP Program Guidelines and PMI
Intellectual Property. PMI reserves the right to retire an inactive ATP’s activities in CCRS.

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PMI complies with all applicable U.S. economic sanctions, export controls, and anti-boycott laws and
regulations, administered principally by the U.S. Treasury Department’s Office of Foreign Assets Control
(OFAC) and the Department of Commerce’s Bureau of Industry and Security (BIS). In accordance with those
laws and regulations, PMI may be prohibited from processing applications for renewing applicants from
sanctioned or embargoed countries, or from persons subject to list-based sanctions. PMI will notify you if
your application cannot be processed for such reasons. For more information on economic sanctions and
export controls, please visit the OFAC website.
The PMI ATP Program Team is the authority on ATP status types and is the only authorized party to make
changes. Reinstatement of ATP status (from inactive to active) will be conducted on a case-by-case basis
and the ATP Program Team will determine the decision. Once an ATP is made inactive and terminated from
the ATP Program, the former ATP must reapply to the Program. Reinstating ATP status is not guaranteed
and is handled on a case-by-case basis. Please see the Termination section of this Handbook for more details.

ATP Support Contacts

You can contact ATP Support at [email protected]

Requirements for Successful ATP Application Processing

In order to process your ATP application, PMI must receive all the required application information as
referenced on the website and in the application form. Failure to provide all the necessary documents will
result in application processing delays and/or the return of your incomplete application.

Submitting Your PMI ATP Program Application and Supporting Documentation

To complete your ATP Program application, we suggest you compile the following information and
documentation:
• Your Dun & Bradstreet D-U-N-S® Number, Value-Added Tax (VAT) Number, or Goods and Services
Tax Identification Number (GSTIN) (as applicable) or three years audited financials in English
(if/when requested)
• Number of office locations
• Number of full-time instructors
• Number of contract trainers
• Primary Contact (full name and address)
• Compliance Administrative Contact (full name and address)
• Secondary Administrative Contact (full name and address)
• An all-purpose, general email address for your organization to receive the ATP logo
• Your organization’s URL (this is where we will direct candidates who visit our ATP Directory)
• PMI.org ID Number
• The list of languages in which your organization delivers learning activities or products
• Evidence that you’ve been in business for a minimum of 3 years (this can include your organization’s
articles of incorporation, accreditation by an appropriate accrediting body, or evidence of
recognized proprietorship)
• Evidence of a documented customer resolution issue process

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 • Instructor bios and instructor PMI.org ID number for any instructor teaching the PMI
Authorized programs. (After application approval and invoice payment, these are needed to
prove instructors’ agile project experience, CAPM® and PMP® certification qualifications.)

Termination/Rejection
A. PMI reserves the sole and exclusive right to reject any applicant for the PMI ATP Program for any reason,
including without limitation the inability to meet Program eligibility criteria or other Program requirements.
B. PMI reserves the right to terminate or close an application (new or cycle renewal) if an applicant is non-
responsive to PMI’s reasonable requests for information or questions, or if there are multiple unsuccessful
attempts by PMI to obtain the required documentation or information to process an application. PMI will not
hold incomplete applications indefinitely. PMI will either process a completed application or close an
incomplete application. Applicants are expected to provide all the required documentation and information
upon initial submission to PMI for processing. More than one attempt by PMI to obtain the required
information or documentation following receipt of an incomplete application will result in a closed application.
Following closure of the application, the applicant will be required to wait one full year before re-applying.
C. PMI further reserves the sole and exclusive right to terminate a Provider’s participation in the Program at
any time for any reason, including without limitation a reason related to non-compliance with the PMI ATP
Program Application and Agreement or stated guidelines in the PMI ATP Program Handbook. Below are some
examples of non-compliance that may result in termination from the Program. An ATP’s participation in the
Program may be terminated based on:
• Repeated occurrences of compliance violations.
• Refusal to make corrections to its practices as requested by PMI.
• Non-compliance issues uncovered in a Quality Review, Active Audit, and/or compliance check.
• A lack of accountability or ownership displayed by the ATP-designated Compliance Contact to ensure
that Program criteria are being met at all times.
• ATP activities aligned to an outdated PMI standard in CCRS. PMI members and credential holders rely
on the Education Provider Portal (CCRS) to locate and secure up-to-date educational opportunities to
meet their needs.
• Posting negative comments about PMI on social media or other venues that potentially denigrate the
PMI brand.
• PMI’s receipt of complaints from students or other parties about the ATP’s services or business
practices. Complaints filed with government agencies or websites, such as the Better Business
Bureau, Linked In, Facebook, etc., about the ATP, may also be a basis for termination.
• An ATP having been removed from participating in other programs of PMI.
D. An ATP’s first time offense with respect to non-compliance may subject the ATP to termination from the
Program, based on the severity of the non-compliance uncovered, regardless of an ATP’s positive history and
good standing.
E. An ATP notified of compliance violations may or may not be granted 15 business days to resolve any such
non-compliance, depending on the severity, magnitude, and or frequency of the violation(s). If PMI grants the
opportunity for resolution, failure to comply within the 15 business days will result in termination from the
Program.
F. A terminated ATP will remain inactive for one year, at a minimum, from the time of the termination

9
notification. The terminated ATP may reapply to the Program after the one year inactive period. Reinstating
ATP status is not guaranteed, is within PMI’s sole discretion, and will be handled on a case-by case basis by
the ATP Program team.
G. If an ATP is terminated from the Program, any potential refunds due to the ATP as a result of termination
are at the discretion of PMI. Program participants that are terminated must remove all references to the
PMI ATP Program in their marketing materials, including websites, business cards, etc., within 30 days of
receipt of the termination notice. Additionally, terminated Program participants must apply for the required
intellectual property license to use PMI IP in their course materials as a non-ATP by completing the
PMI Permissions Agreement Form.
H. Depending on the reason for termination, activities listed in the terminated ATP’s Education Provider
Portal of CCRS will be retired within a 3 month period. If the terminated ATP is eligible to re-apply to the
Program, is approved, and active status is reinstated, the re-instated ATP must re-enter its activities into
CCRS. PMI cannot change the status of retired activities once they have been retired. A student can still
claim PDUs against a retired activity provided the student has completed the course before the activity
retirement date and has claimed the PDUs for the retired activity within the student’s current certification
cycle. Eligibility to re-apply to the ATP Program is at PMI’s discretion.
I. Termination from the Program results in an immediate status change from active to inactive.
Inactive status means:
1. Students seeking courses will no longer find the organization in the PMI CCRS directory.
2. Students will no longer be able to claim pre-approved PDUs for activities completed after the
retirement date of the activity in CCRS. Activities listed in the Education Provider Portal of CCRS will
be retired within a 3 month period as defined by PMI. Retiring activities in CCRS is at PMI’s discretion.
3. All PMI logo and PMI Authorized Training Partner Program logo usage in marketing collateral, course
materials, webpages, etc. must be removed immediately.
4. Organizations must complete the Permissions Agreement Form to obtain a license agreement for any
PMI intellectual property being used in any course materials.
5. After 30 days from the inactive date, the ATP program may audit the status of items 3 and 4. If
non-compliance is discovered, the organization may not be eligible to re-apply to the Program in the
future. Any non-compliance activity reported may be forwarded to PMI Legal for further action.
6. Once inactive and if eligible to re-apply, the organization must re-apply at the discretion of PMI and
is not guaranteed.
J. The PMI ATP Program structure including pricing, is subject to change at any time. With any such changes,
PMI reserves the right in its sole discretion to discontinue the applicable terms and conditions of an existing
Agreement.

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Appeals Process
In the event of the occurrence of an adverse decision as described above, the chief operational officer or
other authorized representative of the ATP Applicant or Provider shall have the right to appeal such an
adverse PMI decision by informing PMI of the ATP Applicant or Provider’s intent to appeal within thirty (30)
days of receipt of PMI’s written decision.
All appeals shall be forwarded in writing to [email protected]. The appeal letter shall: (a) clearly state the
specific grounds on which the appeal is being made, and (b) include all relevant supportive documentation
demonstrating why the appellant feels that the decision by PMI is in error and should be reconsidered.
Within thirty (30) days of receipt of the written appeal, PMI shall review the appeal and supportive
documentation, and inform the appellant in writing whether or not the appeal has been approved or denied.
If the appeal is approved, the appellant will be automatically accepted or reinstated into the ATP program
and will be sent all relevant guidelines, forms, and logos.
In the event that the appeal is denied PMI, the appellant will not be admitted into the ATP Program or will
maintain inactive status as indicated in the termination notice. The decision of PMI shall be final and binding
on the ATP Applicant or Provider.

Reporting Non-Compliant Activity

In orer to report non-compliant activity of the ATP Program, individuals may complete the online ATP
Non-Compliance Activity Submissions and Complaint Form. All complaints by or about an ATP must be filed
using this online form.
Non-compliant activity includes, but is not limited to, misuse of PMI intellectual property, unauthorized or
otherwise improper representations made in advertising or other violation of the PMI advertising policy, as
well as any activity that may be inconsistent with good business practices, may denigrate the PMI brand or
not be aligned to PMI core values or with PMI or general business ethics. The ATP Program Administrator will
assess complaints on a case-by-case basis and address the matter individually with the ATP that is the
subject of the complaint if that ATP is deemed to be non-compliant. Findings of the investigation will be
documented in the ATP’s records and decision will be made relative to continued participation in the Program.
Improper practices by non-ATP trainers or educational organizations, including without limitation false
representations of ATP status, if observed, may be reported to PMI confidentially using the form located
here. All such reported issues will be reviewed by a designated member of PMI’s ATP Team or, as applicable,
within the PMI Legal Department. Any investigation and the outcomes of reported non-compliant activity will
be handled on a confidential basis to the greatest extent possible. PMI will not provide a status update to the
originator of the complaint.

ATP Administrative Information

If you have any questions about enrollment, you may contact the [email protected]. Your ATP related roles
and responsibilities include the following:

Primary Administrative Contact

• Responsible for the relationship between the PMI ATP Program Team and your organization.
• Distributes Program messages to other staff members within the organization.
• Maintains membership renewal and ensures ATP’s profile details are up to date.
• Meets all PMI ATP Program Team requests within requested timeframe.

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 • Ensures contact information advertised on the public directory is accurate.
• Instructor Management by adding, removing and approving instructors for the Train the Trainer program.

Compliance Contact
• The compliance contact may be the same person as the primary administrative contact.
• Responsible for ensuring that ATP Program criteria are met at all times.
• Ensures that the ATP organization has and follows a clear, measurable process to ensure that all
Program criteria are met.
• Ensures adherence to all ATP Program and CCR Program policies
• Responsible for cycle renewal application and meeting quality review/active audit requirements
• Acts as back up contact to the primary contact
• Responsible for contacting the PMI ATP Program Team and initiating any account changes and updates

Additional Contacts
• Individuals within the ATP organization that should receive information regarding ATP Program
membership renewal and general account information. First additional contact listed must have a
generic email address.
• Acts as back up contact to the primary contact
• Acts as a backup for compliance contact with regard to contacting the PMI ATP Program Team and
initiating account changes and updates

Provider Representative
• Responsible for managing ATP activity listing in the CCRS directory
• Ensures compliance with CCRS policies
• Responsible for adding an activity, editing an activity or retiring an activity in the CCRS directory
• Submits batch PDU claims
• Manages other ATP representatives
• Edits the ATP organization’s provider description

Course/Activity Contact
• Contact advertised in the public directory for a course offering.

ATP Program Resources

To better serve our stakeholders, we have created a pmi.org web page at Program Resources to locate all of
your important ATP program resources and operational documents. Please bookmark in your browser for
future reference.

Continuing Certification Requirements System (CCRS)

CCRS is PMI’s Continuing Certification Requirements System. This system facilitates the PMI Continuing
Certification Requirements (CCR) program. PMI Credential holders use CCRS to complete credential
maintenance tasks. The designated representative for your organization will access CCRS to maintain your
ATP profile including PDU activities and Specialty courses.

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Policy to Maintain Compliance of CCRS Activities
The ATP Program incorporates education and training best practices. This includes an expectation of
continuous improvement and maintenance of timeliness and relevancy of educational offerings over time.
All educational and training materials, including without limitation supplemental readings, syllabi, teaching
methods, student needs, learning outcomes, faculty, case studies, student assessments, assignments, are
likely to require change over time. Any material changes will require updates to your course materials and
to your activities listed in the CCRS Directory. ATPs are required to keep their CCRS Directory of activities
current. This will ensure practitioners and organizations searching for educational opportunities will
retrieve activity listings that are credible, relevant, and current. Ensuring that your materials are
consistently up to date supports and promotes the value proposition of your organization as an ATP.
The ATP Administrative Contact and Compliance Contact for your organization are responsible for
maintaining the relevancy and accuracy of your organization’s profile and course listings in the CCRS
directory.

Criteria for a CCRS Active Activity

An “activity” is a learning event aligned to the PMI Talent Triangle®, is entered into CCRS by an ATP, and is
reviewed and approved by PMI to advertise, and is deemed eligible by PMI to provide contact
hours/pre-approved PDUs. CCRS activities are subject to audit through the PMI Audit Process found in the
CCRS handbook. CCRS activities have 2 statuses: Active and Retired. An activity:
• is equal to one individual learning event. One activity cannot be a “bundle” of individual activities or
a “bundle” of learning events
• has one delivery method (in-person or via computer)
• if based on a PMI standard, must aligned to the latest published edition of that PMI Standard
• if a yearly conference activity, requires a new activity number each year
• cannot be claimed more than once by a PMI certification holder
Criteria for Retiring a CCRS Activity
• Activity is no longer being offered
• Activity course content has changed 25% or more
• Activity is based on a previous edition of a published PMI Standard
• Activity is based on a previous PMI certification exam content outline
Activity Alignment to PMI Talent Triangle®
It is not PMI’s intent to provide an extensive list of skills and prescribe those skills to a specific area of the
PMI Talent Triangle®. Each individual ATP will determine the Talent Triangle skill set for each activity, given
their competency in instructional design, course development, and course delivery.

Education Provider Portal User Guide

The user guide to add and manage PDU and Specialty courses is available on the ATP Resource Center.

Changes to Business Structure

Company Name Change
If an ATP changes the company name, please email the following three items to [email protected]:
• A letter printed on the new company name letterhead addressing the mater
• A copy of the articles of incorporation or other official corporate registration document illustrating
the new company name
• A reason for the name change

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Company Operation Separation
If a current ATP removes a part of the existing operations and places this operation into a newly formed
company with a new company name, the newly formed company must meet the ATP criteria in order to apply
and be approved for the ATP status. This includes but is not limited to the newly formed company providing
project management applicable training for a year. Under no circumstances with the operation with a new
company name be able to carry the same ATP number as the remaining company.

Mergers and Acquisitions

Please be advised, ATP status is not transferable.
• If a current ATP merges with another ATP, only one ATP number will remain active and will be
determined on a case by case basis.
• If a non-ATP acquires an ATP, the non-ATP must apply and be accepted into the ATP program
and cannot retain the former ATP number.

Business Partnerships
Restrictions on Providing ATP Licensed Courses to non-ATPs
ATPs may not license courseware containing the PMI® Authorized PMP® Exam Prep course or Disciplined Agile®
workshops materials available only to ATPs to any third party.
An ATP may create courses, tools, apps and other products containing PMI Intellectual property and PMI
Standards. Access to the PMBOK® Guide Figures can be found on the Marketing Portal. In
addition, the list of available Foundational and Practice Standards & Framework that can be requested is
located on the PMBOK® Guide and Standards page on pmi.org. Requests to translate any PMI titles (via PMI
Translation Agreement) or host PMI titles in their entirety on a secure site (via PMI Site License Agreement)
must also be requested from the PMI Legal Department using the Permissions Request Form. Questions about
applying for license agreements may be sent by e-mail to [email protected].
Note that if you sell any non-PMP Prep course materials to a non-ATP, the non-ATP cannot affix the official
PMI ATP seal on those materials and cannot affix the ATP number on the non-ATP student certificates of
completion, or any other non-ATP marketing materials. The PMI ATP seal and ATP number are strictly for the
organization identified as the active ATP.

ATP Referrals
An ATP may recommend another ATP’s course offerings provided the parties involved are current ATPs in
good standing.
The “referring ATP” must be transparent in their advertising to the public, including marketing materials and
website advertising highlighting the following:
• The activity is developed and delivered by another ATP
• The registration/cancellation policy is clear to student
The “referred ATP”
• Must have the activity registered in CCRS
• Must award the PDUs and issue the PMI Certificate of Completion to the student

14
Guidelines for Use of PMI Intellectual Property
PMI ATP Seal (Logo)
The latest version of the PMI ATP seal (logo) and usage guidelines will be provided during the Onboarding
phase of enrollment.
The PMI ATP Seal is licensed on a non-exclusive, non-transferable basis by PMI to members of the PMI ATP
Program as a program benefit for ATPs to use pursuant to the terms and conditions herein, and of the ATP
Application and Agreement, and consistently with the usage guidelines. The terms of the license to use the
ATP Seal may be modified from time to time at PMI’s sole discretion.
The ATP Seal must be displayed in such a way that it is clearly linked to the name of the ATP and may only be
used in conjunction with ATP’s registered courses or educational products. The ATP Seal may only be used on
an ATP's webpage for a CAPM® course if the ATP uses only the authorized certification exam prep training
materials provided by PMI.
The ATP Seal may only be used in a manner to reflect the ATP’s membership in the ATP Program and not in a
manner which expresses or implies that PMI has accredited, certified, sponsored, endorsed, guaranteed or
approved the quality of any of an ATP’s specific products, courses, publications, or services. In addition, the
ATP seal may not be placed directly next to any PDU eligible non-PMI certification classes to avoid any
perceived sponsorship, endorsement, or affiliation with PMI. For example, if an ATP offers their own
certificate in project management, the ATP may not affix the PMI ATP seal directly in conjunction with its
own certification.
If the ATP Seal is placed on an ATP’s products, courses, publications, or materials describing its services, the
following statements must be used: “Provider is a member of the PMI ATP Program. PMI does not specifically
endorse, approve, or warrant ATP’s products, courses, publications, or services.” Additionally, the following
trademark attribution statement shall be used: “The PMI ATP seal is a registered mark of the Project
Management Institute, Inc.”
The ATP Seal may not be used by the ATP in a manner where it is stated or implied (by affirmative words or
by specific placement of the ATP Seal) that the ATP’s partners, subcontractors, licensees of the ATPs, or any
other third party, are also an ATP. When using the ATP Seal, the ATP must use the name under which it is
registered as an ATP.
Providers must immediately cease all use of the ATP Seal upon the expiration or termination of their ATP
Agreement with PMI and must immediately remove the ATP Seal from its website and cease distribution of
any course materials, marketing materials and advertisements containing the ATP Seal. Please refer to the
Logo Usage Guidelines that were provided with your Onboarding materials for information regarding
technical specifications and specific placement of the ATP Logo on your website, products and marketing
and advertising materials.

PMI Logo
Permission to display the PMI corporate logo will only be granted for use with an active link to the PMI
homepage from the ATP’s homepage. Otherwise, PMI does not permit use of its corporate logo on any non-
PMI printed materials, web sites, business cards, or publications.

The PMI Talent Triangle®

PMI has granted the ATP community permission to use the PMI Talent Triangle® graphic as part of the
Intellectual Property (IP) License provided under the ATP Application and Agreement. ATPs may use the
graphic on their website and promotional materials to show ATP’s course alignment to skills defined in the
PMI Talent Triangle®. When placed on a website, the graphic must link to the following URL:
https://www.pmi.org/certifications/certification-resources/maintain/earn-pdus/plan-development-talent-
triangle. The graphic must not appear less than two (2) inches in width and must include the appropriate
trademark attribution statement and meet usage guidelines. The PMI Talent Triangle® Guidelines and graphic
care found in the PMI Marketing Portal.
15
PMI Trademarks
The purpose of a trademark is to permit a trademark owner to differentiate its products, goods or services
from those of others. Trademarks also serve to help consumers in identifying the source of a product, goods,
or service. A valid mark may be registered for an owner to use exclusively in conjunction with the owner’s
product, good, service, or in the case of PMP® and CAPM®, a certification program. The unauthorized use of
a mark in a confusingly similar manner constitutes trademark infringement. However, third parties can use a
trademark without specific authorization from the owner to refer to the trademark owner’s products or
services, as long as proper attribution to the mark and owner are given and there is no confusion as to the
source of the good, product or service associated with the mark.
Here is a representative List of PMI Marks. These marks must also be accompanied by the following
statement:
“(MARK) is a (TYPE OF MARK) of the Project Management Institute, Inc.”
Example: “PMBOK is a registered trademark of the Project Management Institute, Inc.”
Please be advised that it is a requirement for all renewing ATPs and new ATP applicants to review the Quick
Reference Guide to PMI® Intellectual Property (IP) which begins on Page 18 of this handbook.

PMI Advertising Policy

ATPs must be compliant with the latest PMI Advertising Policy. PMI reserves the sole and exclusive right to
terminate a Provider’s participation in the Program if it has been determined that a Provider has acted
contrary to PMI’s advertising policy terms and conditions.
A. Marketing Exam Pass Rates
B. ATP Program Designation
The ATP Program Designation is non-transferable under any circumstances.

PMI Marketing Portal

The PMI Marketing Portal can be found at https://marketing.pmi.org/cd/index/home
Access this link to locate PMI promotional materials that can be downloaded to serve your business and
training needs.

Instructions on how to register for the Marketing Portal:

Navigate to https://marketing.pmi.org/cd/login/index
Enter your PMI.org username and password
Select Request an account - Enter required information
Select ATP Basic and your regional location. Click Submit.
Premier ATPs must send an email [email protected] upon completion of registration to request an
upgrade to the ATP Premier user role. Your upgrade request will be reviewed and approved within 48 hours.

Authorized Training Partner Resource Center

To better serve our stakeholders, we have created an Authorized Training Partner Resource Center webpage as
a central location for all of your important ATP program resources.
ATP Program Frequently Asked Questions
An up to date listing of Frequently Asked questions regarding the ATP Program can be found on the ATP
Resource Center website.

16
Quick Reference Guide to
PMI Intellectual
®

Property (IP)
FOR THE PMI AUTHORIZED TRAINING PARTNER (ATP) PROGRAM

VERSION 2.1
MARCH 2022
1
Table of Contents
What is PMI Intellectual Property (IP)? . . . . . . . . . . . . . . 3

Trademark Notices . . . . . . . . . . . . . . . . . . . . . . . . . 4

Attribution Statements . . . . . . . . . . . . . . . . . . . . . . . 5

Using PMI IP on the Web . . . . . . . . . . . . . . . . . . . . . . 6

Using PMI IP in Social Media . . . . . . . . . . . . . . . . . . . . .7

Using PMI IP in Print . . . . . . . . . . . . . . . . . . . . . . . . . 8

A Guide to the Project Management Body of

Knowledge (PMBOK® Guide) . . . . . . . . . . . . . . . . . . . . . 9

Using PMI Acronyms . . . . . . . . . . . . . . . . . . . . . . . . 10

Using the PMI Logo and Trademarked Images . . . . . . . . . 11

Using the PMI ATP Instructor Seal . . . . . . . . . . . . . . . . 12

Using The PMI Talent Triangle® . . . . . . . . . . . . . . . . . . 13

Images of PMI Publications and Credential Certificates . . 14

Making Statements and Claims . . . . . . . . . . . . . . . . . 15

PMI Intellectual Property (IP) Licensing Options

for the PMI ATP Program . . . . . . . . . . . . . . . . . . . . . 16

Paraphrasing of PMI Publications . . . . . . . . . . . . . . . . 17

Using PMI Copyrighted Materials . . . . . . . . . . . . . . . . 18

Help and Support . . . . . . . . . . . . . . . . . . . . . . . . . .20

PURPOSE: This Quick Reference Guide is designed to create awareness for PMI®
Authorized Training Partners (ATPs) around PMI’s rules and policies. This aid
is not intended to replace or substitute any other PMI policy, but rather to
help ATPs overcome common PMI Intellectual Property-related mistakes.
2
 What is PMI Intellectual
Property (IP)?
Project Management Institute (PMI) IP includes all PMI trademarks, service marks, and
certification marks, and copyrighted materials, as used in conjunction with PMI’s
credentials, products, services, reproductions of standards and publications, and
logos. Examples shown below are illustrative only and may not be permitted for use.
Refer to your license for more details (This is not a complete list of PMI IP).

CREDENTIAL NAMES PRODUCTS AND SERVICES

Ÿ Project Management Professional (PMP)® Ÿ PMBOK® Guide

Ÿ Certified Associate in Project Management (CAPM)® Ÿ PM Network®

Ÿ Program Management Professional (PgMP)® Ÿ PMI Today®

Ÿ Portfolio Management Professional (PfMP)® Ÿ Pulse of the Profession®

Ÿ Disciplined Agile

PMI PUBLISHED TITLES

BENEFITS REALIZATION MANAGEMENT: A Practice Guide

Practice Standard for SCHEDULING Third Edition
Agile Practice Guide

Benefits Realization Management: A Practice Guide

Managers, For Project Managers Agile Practice Guide Practice Standard for Scheduling – Third Edition
A Guide to the PROJECT MANAGEMENT BODY OF KNOWLEDGE

Benefits realization is the common thread that runs from organizational strategy through project
OK® Guide Originating in the software industry in the early 2000s, the The Practice Standard for Scheduling – Third Edition provides the latest thinking regarding good
deliverables that contribute benefits. Yet, according to PMI’s 2018 Pulse of the Profession Report: G L O B A L S TA N D A R D
agile movement has permeated a broad range of industries. and accepted practices in the area of scheduling for a project. Aligned with A Guide to the Project Success in Disruptive Times, only one in three organizations report high benefits realization maturity.
d group of Project Management Institute (PMI®) volunteers gathered for a ground-
Management Body of Knowledge (PMBOK® Guide) – Sixth Edition, this updated practice standard

BENEFITS
to create a project management body of knowledge. This effort would later evolve Organizations in diverse fields such as manufacturing,
education and healthcare (among others) are implementing expounds on the information contained in Section 6 on Project Schedule Management of the This practice guide provides a comprehensive look at the topic of benefits realization as it relates to
dard for project management: A Guide to the Project Management Body of Knowledge
agile approaches. Organizations seeking a competitive PMBOK® Guide. portfolio, program, and project management and will help you tackle this important topic and drive
ough business has changed considerably through the decades, good project
advantage in today’s marketplace value agile as they strive to more successful outcomes and better strategic alignment in your organization.
ces remain critical drivers of the most successful business outcomes. They add value, In this new edition of the practice standard, you will learn to identify the elements of a good schedule
become quicker, more responsive and flexible—all desirable

REALIZATION
and increase an organization’s competitive advantage. model, its purpose, use, and benefits. You will also discover what is required to produce and maintain Inside this practice guide you will find:
(PMBOK® GUIDE) Sixth Edition

organizational traits in a fast-paced, complex environment.

a good schedule model. • Standardized definitions for benefits realization, benefits realization management, and
Guide is widely acknowledged as the comprehensive authority on effective project
Support exists for both traditional project management and associated benefits realization terms.
ces. Why? Because it is uniquely developed by project managers, for project
agile approaches to achieve successful project outcomes. The Also included in the third edition:
am of 100 global practitioners/volunteers contribute to each edition of the PMBOK®

MANAGEMENT
Project Management Institute (PMI) partnered with Agile „ Description of scheduling • The core principles of benefits realization.
hase, the PMBOK® Guide is open to public review and comment, and the core
Alliance® to develop the Agile Practice Guide. „ Definition of schedule model • The benefits realization management life cycle from organizational mission, vision, and strategy

A G I L E
onsiders each comment. Over 8,500 comments were received during the
he PMBOK® Guide – Sixth Edition, making it a true product of the project „ Uses and benefits of the schedule model through project deliverables and success measurement, and how it contributes to the expected
The Agile Practice Guide provides tools, situational guidelines Definitions of key terms and steps for scheduling
mmunity and an essential tool for all practitioners. „ benefits and value that the organization intends to realize.
and an understanding of the various agile approaches available
„ Detailed descriptions of scheduling components
• A framework and guidance to help practitioners manage benefits realization in organizational
A Practice Guide
to enable better results. This practice guide is essential for
Edition „ Guidance on the principles and concepts of schedule model creation and use
anyone who wants to learn more about agile approaches, but project management and portfolio, program, and project management.
„ Descriptions of schedule model principles and concepts
he PMBOK® Guide – Sixth Edition includes guidance on applying good project it is especially useful for those project managers accustomed
„ Differences between schedule models, schedule model instances, and presentations As with all PMI standards and publications, this practice guide also aligns with our other standards
ces within agile or adaptive environments. The addition of this new knowledge makes to working in a more traditional environment who want to
„ Detailed descriptions of critical path method, critical chain, program evaluation and review including: A Guide to the Project Management Body of Knowledge (PMBOK Guide)® – Sixth Edition; The
est, most versatile resources for today’s project management practitioner. adapt to a more agile approach. It is specifically designed to

P R A C T I C E G U I D E
technique (PERT), rolling wave planning, and Monte Carlo simulation Standard for Program Management – Fourth Edition; and The Standard for Portfolio Management –
work hand-in-hand with PMI’s flagship publication, A Guide to
owledge Area) of the Guide now has four introductory parts: Key Concepts; Trends „ Uses and applications of adaptive project management approaches in scheduling, such as agile Fourth Edition.
the Project Management Body of Knowledge (PMBOK® Guide) –
ctices; Tailoring Considerations; and Considerations for Agile/Adaptive „ Guidance and information on generally accepted good practices associated with the planning,
Sixth Edition.
development, maintenance, communication, and reporting processes of an effective schedule
Filled with examples, tips and case studies, and created with model
so features greater emphasis on the strategic and business knowledge aspects input from the leading experts in the field of agile practices,
ment, with a discussion of project management business documents in the first three the Agile Practice Guide is an essential tool you can use to lead
a new section on the role of the project manager, which discusses the PMI Talent your organization to successful results.
Agile Alliance® | PMI® GLOBAL STANDARD

kill sets organizations demand that make project managers more competitive and
leadership, and strategic and business management. In addition, you will find an
Adaptive Project Environments.

PMI® GLOBAL STANDARD

PMI® GLOBAL STANDARD

Project Management Institute

Project Management Institute Project Management Institute Project Management Institute Global Headquarters
Global Headquarters Global Headquarters Global Headquarters 14 Campus Blvd
14 Campus Blvd 14 Campus Blvd 14 Campus Blvd Newtown Square, PA 19073 USA
Newtown Square, PA 19073 USA Newtown Square, PA 19073 USA Newtown Square, PA 19073 USA GLOBALSTANDARD Tel: +1 610 356 4600
Tel: +1 610 356 4600 Tel: +1 610 356 4600 Tel: +1 610 356 4600 PMI.org
PMI.org PMI.org PMI.org

Benefits_Realization_Mgmt_PG.indd 1 1/2/19 2:22 PM

Agile_PG_cover_spread.indd 1 6/15/20 4:29 PM
6/15/20 4:17 PM PS_for_Scheduling_3rdEd_cover_spread2.indd 1 6/15/20 3:59 PM

LOGOS

TRADEMARKED IMAGES

The PMI Talent Triangle®

2 2
0 1

3
Trademark Notices
A trademark notice, such as the registered symbol (®), must be placed after a PMI
registered trademark, such as, PMP®, PMI Today®, or Certified Associate in Project
Management (CAPM)®.

ü PMP® credential
The registered symbol should appear in
superscript font.

The alternative is the trademark (™) symbol, which should be used for
unregistered marks. Always use a PMI trademark as a proper adjective not a noun.
When possible, follow the trademark with a common noun that defines the product or
service (as shown below).

§ In printed material (texts, flyers, slideshows, etc.), the registered symbol must be present
with the first instance of the registered mark on each page of the printed publication.
Subsequent instances on a given page don’t require the symbol.

§ On websites, the registered symbol must be present with the first instance of the
registered mark on each page of a website where the mark appears. (See page 6
for more information).

§ In book and product titles, the registered symbol must always accompany a PMI
registered mark. For example, PMP® Exam Prep Study Guide.

ü
Ÿ Each PMI credential has more than
Project Management Professional one registered mark.
(PMP)® certification*
Ÿ Each version requires use of the
registered symbol after the mark

ü
Project Management Professional® followed by the common descriptive
exam name of the product it modifies
(e.g., exam, certification,

ü PMP® exam prep

credential).

*Note: The registered symbol must be placed outside of the parentheses.

For more information, visit PMI Trademarks Usage Guidelines and the PMI List of Marks.

4
Attribution Statements
When citing one or more PMI trademarks, the accompanying attribution statement
must be shown on the same page, both in print and in electronic formats.

ü
The Project Management
Professional (PMP)® credential is ← The registered symbol is used when
widely recognized. citing a PMI trademark.

← In
ü
Project Management Professional (PMP) is a the attribution statement, the
registered mark of the Project Management registered symbol is not used.
Institute, Inc.

The PMP® and PfMP® credentials

are widely recognized.

← Whenciting multiple PMI trademarks,

ü
PMP and PfMP are registered marks of the
Project Management Institute, Inc. products or services, the marks can
be combined into one attribution
statement.

For more information, visit PMI Trademarks Usage Guidelines and the PMI List of Marks.

5
Using PMI IP on the Web
Registered marks have different rules depending on the media in which they are used.
The registered symbol must appear with the first instance of a registered mark on
every page of a website.

Be sure to include the accompanying attribution statement on each webpage where

the mark appears.

PMI Logos and Trademarked Images on the Web

Ÿ The PMI logo may not be used in any printed
materials.

Ÿ The PMI logo may only be used on your

website to show as a reference or resource.
PMI ATPs should not use the PMI logo in any
way that implies endorsement or approval by
PMI of an ATP’s courses.

Ÿ The PMI logo may link only to PMI.org.

← Remember
ü
to include an attribution
The PMI logo is a mark of the
Project Management Institute, Inc. statement at the bottom of the page where
the logo appears.

The PMI ATP seal may only be used by current

ATPs in good standing and should be included
in an attribution statement appearing at the
bottom of the page where the seal appears.
2 2
0 4 (See page 12 for more details on using ATP
seals)

The PMI Authorized Training

ü Partner seal is a mark of the

Project Management Institute, Inc.

Authorized Use of PMI.org Content on the Web

ATPs may link to PMI URLs on their websites but are not permitted to reproduce
content from PMI.org without PMI’s written permission.

Use of PMI Copyrighted Materials on the Web

PMI copyrighted material is not permitted for use on public websites.

6
Using PMI IP in Social
Media
There are special considerations with use of PMI IP on social media websites.

PMI marks should always include the trademark notice, i.e. the registered symbol (®) or
the trademark symbol (™), whichever is appropriate. The attribution statement should
be included where possible. However, websites such as Facebook, LinkedIn, and Twitter
present special issues to consider due to inherent limitations:

Laurence Somers @Laurence_Somers · 12 May

ü Earn your PMP(R) Certification this year! Register
today for our upcoming prep course and enjoy a
discounted rate. #GetCertifiedNow

5 12 10

Ÿ If the registered symbol cannot be replicated due to technical website

limitations, replace it with a capital R in parenthesis “(R)” after the
mark to convey the registered status (as shown in the Twitter messaging
example above).

Ÿ On websites such as Twitter where a character limit exists, there is no

requirement to spell out the full PMI credential name or to include an
attribution statement. Use of the PMI acronym is permitted.

7
Using PMI IP in Print
PMI Trademarks in Printed Materials
The registered symbol must appear with the first instance of a registered mark in
printed materials, such as books, manuals, slide shows, or marketing brochures. You
do not need to include the registered symbol after the first mention, except when it is
part of the title of a book or product, in which case it must always be used.

Ÿ Be sure to include the accompanying

attribution statement at the bottom of the
page where the mark is first mentioned.

KNOW MORE I STAND OUT I GET HIRED Ÿ An attribution statement can cover multiple
Start your career in trademark citations and be placed on the
project management first page of the document.
Explore the Project Management
Professional (PMP)® Credential

ü Project Management Professional (PMP)

is a registered mark of the Project
Management Institute, Inc.

PMI Logos in Printed Materials

The PMI logo may not be used in any printed
materials. It may only be used as a link to
the PMI.org homepage in your web content.

The PMI ATP seal may only be used by current

ATPs in good standing and should be included
in an attribution statement appearing at the
bottom of the page where the seal appears.
2 2
0 4

← In
ü
The PMI® Authorized Training this instance of the attribution
Partner seal is a mark of the statement, the registered mark should be
Project Management Institute, Inc.
included after "PMI", as shown on the left.

Authorized Use of PMI Copyrighted Content in Print

As an ATP, you have a license to use a specific amount of PMI IP. Review pages 15-21
for appropriate use of PMI IP in your course and marketing materials.

8
Referring to A Guide to
the Project Management
Body of Knowledge
(PMBOK® Guide)
The PMBOK® Guide has two special rules involving its use. The rules apply to its use in
any medium. It must always be written like this:

ü
1. PMBOK® Guide must always include the
A Guide to the Project
registered symbol after “PMBOK”.
Management Body of
Knowledge (PMBOK® Guide) 2. The abbreviated version of the title
should always include the words,

ü
or (PMBOK® Guide) “PMBOK®” and “Guide” in italics.

ü
PMBOK is a registered mark of the The only exception to these rules is
Project Management Institute, Inc. use of the mark in the attribution
statement, as written here (it does not
require use of the registered symbol or
the word “Guide”).

9
Using PMI Acronyms
û The PMI-SP® Do not use a certification acronym alone
as a noun, or pluralize the acronym.

û PMPs

ü The PMP® exam For certifications (PMP, PMI-ACP, etc.),

always use the certification acronym as

ü The PgMP® certification class an adjective followed by the appropriate

defining noun.

ü PMI-ACP® certification

ü PMI-RMP® credential holder

ü Gina Somers, PMP The only exception is use of the acronym

after a person’s name. No trademark
notice or attribution statement is
required.

û PMP® Exam Institute Do not incorporate any PMI marks in a

company name, domain name, or email

û
address.
[email protected]

ü [email protected] Adding a dash to this company’s email

address is an acceptable format, thereby
avoiding misuse of the PMP mark.

10
Using the PMI Logo and
Trademarked Images
PMI logos and trademarked images may not be altered in any way, with the exception of
adjusting their size. Visit the PMI Marketing Portal to download logos. See page 20 of this
document.

The PMI logo may not be used in any printed

materials. It may only be used as a link to
the PMI.org homepage in your web content.

The PMI ATP seal may only be used by

current ATPs in good standing and should
be included in an attribution statement
appearing at the bottom of the page where
2 2
0 4 the seal appears.

← Remember
ü
The PMI® Authorized Training to include an attribution
Partner seal is a mark of the Project statement at the bottom of the page where
Management Institute, Inc. the ATP seal appears. In this instance,
the registered mark should be included
after "PMI", as shown here.

Certain PMI logos and trademarked images are for the exclusive use of PMI credential
holders to demonstrate achievement of the PMP certification. The PMP credential logo
and PMI credential badges cannot be used by PMI ATPs in marketing materials, training
materials, or on websites.

← Only
ü
PMP credential holders in good
standing are authorized to use the PMP
Gina Vogel, PMP
Account Manager
logo, which may only be used on business
123 Rivercurve Ln
email: [email protected] Marston, WY 87654 cards in close proximity to the credential
phone: 1 (211) 344-5646 pmtc.org
holder’s name.

Only PMP credential holders in good standing

are permitted to use the PMP digital badge,
for use in electronic formats, such as email
signature, on websites, and on social media
platforms. Likewise, digital badges for other
specific PMI certifications are for exclusive
use by PMI credential holders who have
attained the requisite PMI certification(s).

11
Using the PMI ATP Seals
The PMI Authorized Training Partner seals are issued and verified through the Credly
Acclaim platform. Instructions for publishing, sharing, and downloading the seal can
be found at https://support.youracclaim.com/hc/en-us/sections/360003206172-
Sharing-to-Social-Media.

In order to share a badge on behalf of the organization, select the badge and click the
Share icon. You will need to disconnect any personal social media accounts and
connect your organization's social media accounts. You'll then be able to share the
badge to each destination, as desired. You can also use the provided embed code to
post the badge on your organization's website.

PMI Authorized Training Partner Program Seal

The PMI ATP Program Seal may only be used by
education providers who have met the program
qualifications and paid the annual fee. The ATP
seal must be updated annually.
2 2
0 4 The following attribution statement must be
included in any materials that contain the ATP
seal:

Provider is a member of the PMI Authorized

Training Partner Program. The PMI Authorized
Training Partner seal is a registered mark of
Project Management Institute, Inc.

PMI Authorized Training Partner Instructor -

PMP Seal
The PMI ATP Instructor - PMP seal may only be
used by those instructors that have completed
the 2-day “Train the Trainer course”
2 2 demonstrating a mastery of the technical
0 4
aspects of the new PMP® exam, with added
focus on agile and hybrid approaches.
PMP
INSTRUCTOR
Earners of this seal possess a PMP®
certification as well as Agile project
experience. Through their knowledge and
experience they have demonstrated their skill
and expertise in preparing students to sit
for the PMP® certification exam.

12
Using The PMI Talent
Triangle®
PMI ATP Program members may use the PMI Talent Triangle word mark and logo on
websites and promotional materials. The word mark “The PMI Talent Triangle” is a
registered mark of PMI so the registered (®) symbol should be used, as shown below.
The PMI Talent Triangle image, also shown below, is an unregistered mark and the
trademark (TM) symbol should be used in the lower right outside corner.

Ÿ When placed on a website, the PMI Talent Triangle

The PMI Talent Triangle® must link to the following URL: https://
www.pmi.org/certifications/certification-
resources/maintain/earn-pdus/plan-development-
talent-triangle

Ÿ The colors of each skill segment may not be

altered.

Ÿ The copyright line may not be removed from the

Talent Triangle image.

Ÿ For more details, refer to the PMI Talent

Triangle Usage Guidelines on the Marketing Portal

← Remember to include an attribution

statement at the bottom of the page

ü
“The PMI Talent Triangle” and the PMI
Talent Triangle image are marks of where the PMI Talent Triangle appears.
Project Management Institute, Inc. In this instance, the word mark should
be in quotation marks, as shown here.

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Images of PMI
Publications and
Credential Certificates
You may only use images of the covers of the PMBOK® Guide and other PMI published
titles if you sell the book on your website or have included a legally purchased copy of
the PMI publication in your course materials.

You may not use cover images

to note that a course contains
references to the standard, or
for any other reason.

You may not use images of

credential certificates in your
training or marketing materials,
slide shows, or on your website.

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Making Statements and
Claims
ü ATPs may say the following:

9 [Your company name] has been reviewed and approved as a provider of project
management training by the Project Management Institute (PMI).
9 As a PMI ATP, [Your company name] has agreed to abide by PMI-established
quality assurance criteria.
9 [Your company name] has been approved by PMI to issue contact hours and
PDUs for your courses.
9 Your trainers are PMP® credential holders.
9 Your instructors with the Authorized Training Partner Instructor seal are
authorized to teach PMP® exam prep.

û ATPs may not say the following:

û You are a PMI-preferred ATP.

û Your organization is a former R.E.P. or ATP if you are no longer part of the
PMI ATP Program.
û Your trainers are PMI certified.

û ATPs may not do the following:

û Use wording that minimizes the amount of time required to achieve a

PMI credential.
û Make negative remarks about PMI.
û Use superlative language; for example, saying your organization is “the best”
or “the only.”
û Advertise dollar-per-PDU claims, pass rate claims, or any other guarantees,
which are not substantiated, qualified, and quantified.

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PMI Intellectual Property
(IP) Licensing Options for
the PMI ATP Program
PMI® Authorized Training Partners (ATPs) are assigned a license agreement for use of
PMI materials as outlined in the PMI ATP Program Application. Use of content beyond
your license without permission from PMI is copyright infringement and program
non-compliance and can result in termination from the Program.

PMI Authorized Training Partner Program

Fee: Included with PMI ATP Program

The following copyrighted materials can be used in courses and events under the
PMI ATP Program:

§ Use of authorized PMP® Exam Prep training materials provided by PMI to prepare
candidates for the PMP® examination
§ Use of content and glossary definitions from the most current edition of the
PMBOK® Guide
§ Use of content and glossary definitions from all other PMI standards, guides and
publications listed on the PMI Licensed Materials page.

Custom Licensing
Complete a Permissions Request Form from the PMI Legal Department to apply.

Custom Level IP Licenses can be used for:

§ Translations of PMI-published material

§ Re-selling courseware to third parties (other ATPs and non-ATPs.)
§ Using PMI material in other, non-ATP activities
§ Courseware that is beyond the scope of the PMI ATP Program
§ Commercial products like flash cards and smartphone apps sold outside of the
classroom
§ Distributing an electronic version of the PMBOK® Guide or any PMI publication

An ATP cannot provide an electronic copy or offer students a link to the PMBOK®
Guide or any PMI publication unless the ATP has a Site License to place an electronic,
secure version on a secure network

There is a one-time Site License fee and an annual payment based on the estimated
number of users

Contact ATP Support ([email protected]) for more information or to upgrade your

existing license.

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Paraphrasing of PMI
Publications
Paraphrasing is done by making changes to another party’s original text, such that it is
no longer an exact quote or reproduction, yet conveys the same idea.

Instances of paraphrasing count as excerpts when determining the licensing

requirements of an organization.

The enterprise environmental factors that can influence the Direct Original text from
and Manage Project Work process include, but are not limited to: the PMBOK® Guide
Organizational structure, culture, management practices, and
sustainability;

Infrastructure (e.g., existing facilities and capital equipment); and

Stakeholder risk thresholds (e.g. allowable cost overrun

percentage).

The enterprise environmental factors influencing the Direct and Paraphrased text in
Manage Project Work process include: course materials
Organizational structure & culture Infrastructure

Stakeholder risk thresholds

You must cite the source of the information.

← You
ü Project Management Institute, A Guide to the Project must cite the
Management Body of Knowledge, (PMBOK® Guide) – Sixth source of the
Edition, Project Management Institute Inc., 2017, Page 93. information.

If your materials paraphrase heavily, you may place this statement at the beginning of
your course: “Materials in this class are based on the A Guide to the Project Management
Body of Knowledge (PMBOK® Guide) – Seventh Edition, Project Management Institute Inc.,
2021”

This will cover you for any paraphrasing throughout your materials and you won’t need
to cite individual instances.

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Using PMI Copyrighted
Materials
PMI ATP Program may use an unlimited number of glossary terms and other content
from the PMBOK® Guide and other PMI Standards.

Figure 2.1. Project Boundaries

← When
ü
Project Management Institute, A Guide to the Project referencing PMI content
Management Body of Knowledge, (PMBOK® Guide) – directly, please be sure
Sixth Edition, Project Management Institute Inc., 2017,
to include appropriate
Fig. 2-1, Page 562.
citations.

Planned Value (PV). The authorized budget Terms from the PMBOK® Guide
assigned to scheduled work. are often found in the
glossary. Use the glossary
Earned Value (EV). The measure of work
definitions when possible to
performed expressed in terms of the budget
minimize use of excerpts.
authorized for that work.

Actual Cost (AC). The realized cost incurred for

the work performed on an activity during a specific
time period.

← Remember
ü
These definitions are taken from the Glossary of to cite the source
Project Management Institute, A Guide to the Project of the information.
Management Body of Knowledge, (PMBOK® Guide) – Sixth
Edition, Project Management Institute Inc., 2017.

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 ← If
ü
*Stakeholder. An individual, group, or organization glossary terms from
who may affect, be affected by, or perceive itself to the PMBOK® Guide are
be affected by a decision, activity, or outcome of a mixed with terms from
project, program or portfolio. other sources, use an
asterisk (*) to show
Scrum Master – The person whose role it is to work
which terms are from
to facilitate meetings and remove impediments for
the team in agile software development. the glossary.

*Project Manager (PM). The person assigned by ← Addthe asterisk to

the performing organization to lead the team that is the beginning of the
responsible for achieving the project objectives. citation of your
source.

ü
*These definitions are taken from the Glossary of Project
Management Institute, A Guide to the Project Management Body of
Knowledge, (PMBOK® Guide) – Sixth Edition, Project Management
Institute Inc., 2017.

If you use many references in your materials, you may place this statement at the
beginning of your course and link the references back to it: “Materials indicated with
an asterisk are taken from, [Insert Title of PMI Publication and Year of Copyright].”
You will no longer need to place a citation on each page where it appears.

PMI Trademark Usage Guidelines

The PMI Trademark and Usage Guidelines will be updated periodically by PMI. These guidelines
are not intended to be a comprehensive guide for all legal uses. Related questions should be
directed to the Legal Department at PMI.

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Help and Support
If you have additional questions about PMI Intellectual Property, contact
[email protected].

About Project Management Institute (PMI)

Project Management Institute (PMI) is the world’s leading professional
association for a growing global community of millions of project
professionals and changemakers worldwide.

As the world’s leading authority on project management, PMI empowers

people to make ideas a reality. Through global advocacy, networking,
collaboration, research, and education. PMI prepares organizations
and individuals at every stage of their career journey to work smarter
so they can drive success in a world of change.

Building on a proud legacy dating to 1969, PMI is a “for-purpose”

organization working in nearly every country around the world to
advance careers, strengthen organizational success, and enable
changemakers with new skills and ways of working to maximize their
impact. PMI oerings include globally recognized standards,
certifications, online courses, thought leadership, tools, digital
publications, and communities.

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