PMI® Intellectual Property (IP) Guidelines
for Registered Education Providers (R.E.P.s)
Q U I C K R EF E R EN CE GUI D E
VERSION 1 | MAY 2015
©2015 Project Management Institute, Inc.
All rights reserved.
PMI, the Registered Education Provider logo, PMBOK, PMP, PgMP, PfMP,
CAPM, PMI-SP, PMI-RMP, PMI-ACP, PMI-PBA, PM Network, PMI Today, Pulse of
the Profession, the PMI logo, and the PMP logo and PMBOK are marks of the
Project Management Institute, Inc.
TABLE OF CONTENTS
Click on a topic to jump to a page.
What is PMI Intellectual Property?
3
Registration Symbols & Attribution Statements
4
Using Registered Marks In Your Materials
6
Referring to the PMBOK® Guide
7
Using Initializations
8
Using Certification Abbreviations
9
Using PMI Logos
10
Using Images of Publications
11
Statements & Claims
12
Licensing Options For R.E.P.s
13
Using Excerpts from PMI Publications
14
Using Figures from PMI Publications
15
Paraphrasing of PMI Publications
18
Using the PMBOK® Guide Glossary
19
Help & Support
20
PURPOSE: This Quick Reference Guide is designed to create awareness for R.E.P.s
as it relates to the rules and policy in the PMI Intellectual Property Guidelines
posted on www.pmi.org. This aid is not intended to replace or substitute the PMI
Intellectual Property policy, but rather to help R.E.P.s overcome common PMI
Intellectual Property related mistakes.
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WHAT IS PMI INTELLECTUAL PROPERTY (IP)?
Project Management Institute, Inc. (“PMI”) IP includes all PMI trademarks, service marks, and
certifications marks (“PMI Marks”) and copyrighted materials, as used in conjunction with
PMI’s credentials, products and services, reproductions of standards and publications, and
logos. Examples are shown below.
Project Management Professional (PMP)®
CREDENTIALS
Project Management Professional®
PMP®
PMBOK® Guide
PRODUCTS & SERVICES
PM Network®
PMI Today®
Pulse of the Profession®
REPRODUCTIONS OF PMIPUBLISHED STANDARDS,
PRACTICE STANDARDS &
FRAMEWORKS,
AND PRACTICE GUIDES
LOGOS
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REGISTRATION SYMBOLS & ATTRIBUTION STATEMENTS
This is the registration symbol:
®
A registration symbol must be placed after a registered mark, such as PMP®, PgMP®, or CAPM®.
The first time a registered mark is used in training materials, marketing materials, or in a slide
show, the registration symbol must be used directly after the mark.
The registration symbol must be used the first time a registered mark appears on each page of a
website or printed publication. (See page 6 for more information).
The registration symbol should appear in
superscript font.
The registration symbol must be
placed outside the parentheses
when the mark consists of the full
name of the credential followed by
the abbreviation.
PMP®
The Project Management
Professional (PMP)® credential
is widely recognized.
The Project Management
Professional (PMP®) credential
is widely recognized.
For more information, visit PMI Trademarks Usage Guidelines and PMI Trademarks List of Marks.
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REGISTRATION SYMBOLS & ATTRIBUTION STATEMENTS
When using a PMI mark, you must show the accompanying attribution
(ownership) statement at the bottom of every page on which the mark appears.
The Project Management Professional (PMP)®
credential is widely recognized.
Registration
Symbol
Attribution
Statement
PMP is a registered mark of the
Project Management Institute, Inc.
The PMP® and PfMP® credentials
are widely recognized.
PMP and PfMP are registered marks of the
Project Management Institute, Inc.
TIP: Note that the
registration symbol
is not used in the
attribution statement.
When combining
multiple PMI products
or services, you may
combine the marks
in the accompanying
attribution statements.
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USING REGISTERED MARKS IN YOUR MATERIALS
PRINT
WEB
Registered marks have different rules depending on the media in which they are used.
The registration
symbol must appear
with the first mention
of a registered mark
on every page of a
website.
Explore the PMP® Credential.
Get a backstage view of how our
organization can help you achieve
your ultimate goals.
Be sure to include
the accompanying
attribution statement
on each webpage
where the mark
appears.
PMP is a registered mark of the
Project Management Institute, Inc.
The registration symbol must appear
with the first mention of a registered
mark in printed materials, such
as books, manuals, slide shows, or
marketing brochures. You do not need
to include the symbol after the first
mention.
Tip: Many R.E.P.s find it easier to use
the symbol with each use of a mark.
Be sure to include the accompanying
attribution statement at the bottom
of the page where the mark is first
mentioned.
Tip: Alternately, all of the attribution
Explore the Project Management
Professional (PMP)® Credential
PMP is a registered mark of the
Project Management Institute, Inc.
statements can be combined into one
statement and placed on the first or last page of the document. (See title page example of this
document). The registration symbol only needs to be used the first time a registered mark is
mentioned (except for the PMBOK® Guide, where the ® symbol must always be included).
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REFERRING TO THE PMBOK® GUIDE
The PMBOK® Guide has three special rules involving its use.
The rules apply to its use in any medium.
It must always be written like this:
PMBOK® Guide
1. PMBOK® Guide
must always include
the registration symbol.
2. The full phrase,
PMBOK® Guide, must
always be written.
Materials in this class are based on the text,
A Guide to the Project Management Body of
Knowledge, (PMBOK® Guide).
PMBOK is a registered mark
of the Project Management Institute, Inc
3. The words PMBOK
and Guide must
always be italicized.
The only exception to
these rules is use of the
mark in the attribution
statement, as written here
(does not require use of
the ® symbol and the word
“Guide”).
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USING INITIALIZATIONS
Avoid using PMI marks to refer to your own goods or services.
Do not incorporate any PMI marks in
a company name, domain name, or
email address.
Adding a dash to this company’s
email address is an acceptible format,
thereby avoiding misuse of the PMP
mark.
PMP® Exam Institute
pmproducts@gmail.com
pmproducts@gmail.com
pm-products@gmail.com
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USING CERTIFICATION ABBREVIATIONS
Avoid using a certification
abbreviation alone as a noun.
The PMI-SP®
PMPs
Always use the certification
abbreviation as an adjective
followed by the appropriate
generic noun to describe
something.
The PMP® exam
The PgMP® certification class
The CAPM® test
PMP® Certification
PMP® credential holder
The only exception is after
a person’s name.
Gina Somers, PMP
No registration symbol or
attribution statement is required.
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TIP: Use only approved variations of PMI
logos provided to R.E.P.s by PMI.
Visit the Marketing Portal to download logos.
See page 20 of this document.
USING LOGOS
Logos cannot be altered in any way, with the exception of adjusting their size.
The PMI logo cannot be used on any
R.E.P. printed materials.
The PMI R.E.P. logo can only be used by
current R.E.P.s in good standing.
Make sure the logo includes the registration
symbol in the bottom left corner.
Add this attribution statement to the
bottom of the page every time this
logo appears in any type of medium.
The PMI Registered Education Provider logo
is a registered mark of the
Project Management Institute, Inc.
The PMP logo cannot be used in marketing materials, training materials, or websites.
Only PMP credential holders in good standing
are authorized to use the PMP logo, which
may only be used on business cards in close
proximity to the credential holder’s name.
PM TRAINING & CONSULTANTS
Gina Somers, PMP
123 Rivercurve Ln
Marston, WY
211.344.5646
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IMAGES OF PUBLICATIONS & PMP CERTIFICATE
You may only use images of the covers of the PMBOK® Guide and other PMI
standards and publications if you sell the book on your website or have included
a legally purchased copy of the PMI publication in your course materials.
Make the most of your certificate in today’s marketplace.
Purchase these standards and guidelines
and more like them through PMI.org.
You may not use
cover images to
note that a course
contains references
to the standard,
or for any other
reason.
OUR TRAINERS ARE PMP ® CREDENTIAL HOLDERS
Click on an instructor below to read their profile
and to view their PMP certificate.
You may not use
an image of the
PMP certification
in your training
or marketing
materials, slide
shows, or on your
website.
Dr. Jared McKissock has been with our
organization for fourteen years. He is a
customer-focused leader with 20+ years of
solid project management.
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STATEMENTS & CLAIMS
You can say the following:
You cannot say the following:
u [Your company name] has been
reviewed and approved as a
provider of project management
training by the Project
Management Institute (PMI).
u PMI has accredited, certified,
sponsored, endorsed, or
guaranteed any of your courses,
products, publications or services.
u As a PMI Registered Education
Provider (R.E.P.), [Your company
name] has agreed to abide by
PMI-established quality assurance
criteria.
u PMI is your partner.
u [Your company name] has been
approved by PMI to issue PDUs for
your courses.
u Your trainers are PMP credential
holders.
u You are a PMI-preferred R.E.P.
u Your organization is a former
R.E.P. if you are no longer part
of the R.E.P. Program.
u Your trainers are PMI certified.
You may not do the following:
u Use wording that minimizes the amount of time
required to achieve a PMI credential.
u Make negative remarks about PMI.
u Make misleading claims; for example, saying your
organization is “the best” or “the only.”
u 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 R.E.P.S
R.E.P.s are assigned one or more of the following licensing options: Basic Level IP
License, Premium Level IP License, or a Custom Level IP License. Use of content beyond
your selected license option without permission from PMI is copyright infringement and
program non-compliance and can result in termination from the Program.
BASIC
Fee: Included with annual
R.E.P. Enrollment Level fee
The following copyrighted
materials can be used in
Courses/Events registered in
PREMIUM
the R.E.P. Directory on pmi.org:
Fee: $1,000 per year in
addition to annual R.E.P.
Enrollment Level fee
The following copyrighted
materials can be used in
Courses/Events registered in
the R.E.P. Directory on pmi.org:
Complete a Permissions
CUSTOM
Request Form from the PMI
Legal Department to apply
Custom Level IP Licenses can
be used for:
u Translations of PMIpublished material
u Selling courseware to third
parties (other R.E.P.s and
non-R.E.Ps.)
u Using PMI material in
other, non-R.E.P. activities
u 15 of the 20 pre-selected figures, and 5 excerpts from the current
edition of the PMBOK® Guide
(visit the Resources Page for access to the figure respository)
u Full use of the PMBOK® Guide Glossary
u Pre-selected figures from Managing Change in Organizations:
A Practice Guide and Change Management Practice Guide
u Basic Level IP License permissions, plus:
u 60 additional figures and 20 additional excerpts from the current
edition of the PMBOK® Guide
u 50 figures and 25 excerpts from any combination of other current
PMI Global Standards, Practice Guides, and Practice Standards
This license may be required for PMI certification exam prep courses as
determined by PMI during the Quality Review. See page 18 for policy on
paraphrasing and the requirement of the Premium Level IP License.
u Courseware that exceeds the Premium Level License use of IP
u Commercial products like flash cards and smartphone apps sold
outside of the classroom
u Distributing an electronic version of the PMBOK® Guide or any
PMI publication
An R.E.P. cannot provide an electronic copy or offer students
a link to the PMBOK® Guide or any PMI publication unless the
R.E.P. 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 R.E.P. Support (repsupport@pmi.org) for more information, or to upgrade your existing license.
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USING EXCERPTS FROM PMI PUBLICATIONS
An excerpt is text (up to 650 words) taken from one section of a PMI publication.
Portions of subsections can be combined to form one excerpt.
For example, one excerpt can contain text from subsections 1.4.1 and 1.4.3, but not
from subsections 1.4.1 and 1.7.3. The latter would count as two excerpts.
Excerpts do not include accompanying figures, graphs, or illustrations.
R.E.P.s with a Basic Level IP License may use up to 5 excerpts from
the current edition of the PMBOK® Guide in their training materials
and slide shows.
One excerpt may be used multiple times in one course, and in
multiple courses and will count as only one excerpt. It must be cited
each time it is used.
You cannot combine text from multiple sections such as 1.4.3 and
5.6. This is considered multiple excerpts.
You cannot use your Basic Level IP License excerpts in commercial
products or for uses outside of the R.E.P. Program.
“Enterprise environmental factors refer to conditions, not under the control of the project team,
that influence, constrain, or direct the project.”
Project Management Institute, A Guide to the Project Management Body of Knowledge, (PMBOK® Guide) – Fifth Edition,
Project Management Institute Inc., 2013, Page 29.
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Place the
excerpt in
quotation
marks.
Then, cite the
source of the
information.
14
USING FIGURES FROM PMI PUBLICATIONS
A figure is a figure, table, graph, or other non-text illustration.
The Basic Level IP License allows R.E.P.s to use 15 of the 20 preselected figures from the current edition of the PMBOK® Guide.
Preselected figures are available on the Resources Page.
One figure may be used multiple times in one course, and in
multiple courses and will count as only one figure.
You cannot use your Basic Level IP License figures in commercial
products or for uses outside of the R.E.P. Program.
Figure 2-8. Projected Organization
Project Management Institute, A Guide to the Project Management
Body of Knowledge, (PMBOK® Guide) – Fifth Edition, Project Management Institute Inc., 2013, Page 39.
Remember to
cite the source
of the figure on
the first page
where the figure
appears.
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USING FIGURES FROM PMI PUBLICATIONS
Text from a PMBOK® Guide figure, graph, or chart placed into a different
configuration is counted as one of the 15 figures allowed under the Basic License.
If content originates from a figure, you must count it as a figure,
even if it has been reformatted to look different.
INPUTS
Project Statement of Work
Business Case
Agreements
Enterprise Environmental Factors
Organizational Process Assets
Organizational
Process Assets
Enterprise Environmental Factors
Agreements
Business Case
Project Statement
of Work
The inputs are: project statement
of work, business case, agreements,
enterprise environmental factors,
and organziation process assets.
I N P U TS
Project Management Institute, A Guide to the Project Management Body of Knowledge, (PMBOK®
Guide) – Fifth Edition, Project Management Institute Inc., 2013, Page 65
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USING FIGURES FROM PMI PUBLICATIONS
Figures taken from the PMBOK® Guide must be from the most current edition.
Figure 3-1. Project Management Process Groups
Project Management Institute, A Guide to the Project Management Body of Knowledge, (PMBOK® Guide) – Fifth Edition,
Project Management Institute Inc., 2013, Fig. 3-1, Page 50.
Figure 3-2. Project Management Process Groups Mapped
to the Plan-Do-Check-Act Cycle
Project Management Institute, A Guide to the Project Management Body of Knowledge, (PMBOK® Guide) – Third Edition,
Project Management Institute Inc., 2004, Fig. 3-2, Page 40.
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PARAPHRASING OF PMI PUBLICATIONS
Paraphrasing is restating another party’s content in your own words. 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(s).
ORIGINAL TEXT FROM THE PMBOK® GUIDE:
The enterprise environmental factors that can influence the Monitor and Control Project
Work process include, but are not limited to:
Governmental or industry standards (e.g., regulatory agency regulations, codes of
conduct, product standards, quality standards, and workmanship standards,
Organization work authorization systems,
Stakeholder risk tolerances, and
Project management information system (e.g., and automated tool suite, such as
a scheduling software tool, a configuration management system, an information
collection and distribution system, or web interfaces to other online automated systems.
PARAPHRASED TEXT IN COURSE MATERIALS:
The enterprise environmental factors influencing the Monitor and
Control Project Work process include:
Governmental or industry standards
Organization work authorization systems
Stakeholder risk tolerances
Project Management Information Systems (PMIS)
Project Management Institute, A Guide to the Project Management Body of Knowledge, (PMBOK® Guide) – Fifth Edition,
Project Management Institute Inc., 2013, Page 90.
You must cite
the source of
the information.
Instances of paraphrasing count as excerpts when
determining the licensing requirements of an organization.
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USING THE PMBOK® GUIDE GLOSSARY
R.E.P.s may use an unlimited number of terms from the PMBOK® Guide glossary.
TIP: Terms from the
PMBOK® Guide are
often found in the
glossary. Use the
glossary definitions
when possible to
minimize use of
excerpts.
Remember
to cite the
source of the
information.
Planned Value – Planned Value (PV) is the authorized budget
assigned to scheduled work.
Earned Value – Earned Value (EV) is a measure of work performed
expressed in terms of the budget authorized for that work.
Actual Cost – Actual Cost (AC) is the realized cost incurred for the
work performed on an activity during a specific time period.
These definitions are taken from the Glossary of Project Management Institute, A Guide to the Project Management Body of Knowledge, (PMBOK® Guide)
– Fifth Edition, Project Management Institute Inc., 2013.
Glossary terms from the PMBOK® Guide are often mixed with terms from another source.
Use an asterisk
(*) to show which
terms are from
the glossary.
* Stakeholder – An individual, group, or organization who may
affect, be affected by, or perceive itself to be affected by a decision,
activity, or outcome of a project.
Scrum Master – The person whose role it is to work to facilitate
meetings and remove impediments for the team in agile software
development.
* Project Manager (PM) – The person assigned by the performing
organization to lead the team that is responisble for achieving the
project objectives.
Add the asterisk
to the beginning
of the citation of
your source.
* These definitions are taken from the Glossary of Project Management Institute, A Guide to the Project Management Body of Knowledge, (PMBOK® Guide)
– Fifth Edition, Project Management Institute Inc., 2013.
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HELP & SUPPORT
If you have additional questions about PMI Intellectual Property, please contact
repsupport@pmi.org.
Please access the following links for more information regarding PMI Intellectual
Property policy for R.E.P.s.
Marketing Portal
Access approved versions of logos and create
and customize marketing materials.
Style Guide
This document explains how to appropriately reference
PMI trademarks, products, services, and more.
PMI IP FAQ
R.E.P. Frequently Asked Questions including the
Premium Level IP Licensing Option. This document is
available in other languages on the
Program Resources for PMI R.E.P. page.
PMI List of Marks
This document lists all PMI marks.
PMI Trademark
Usage Guidelines
This document provide general guidance for the
proper use of PMI trademarks.
Basic Figures and Glossary from
the PMBOK® Guide 5th Edition
Click here to download figures included with the Basic
Level IP License and Glossary definitions in multiple
languages.
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