PMI-PBA Primer Web Seminar

Presented by David Mantica

Agenda

• Vision for new certification• Demographic• Application requirements • Fees• Exam content blueprint • Domains and tasks• Training options • Connection with IIBA accreditations

Resources

• PMI Professional in Business Analysis (PMI-PBA) Handbook (revised March 2014)

• PMI Professional in Business Analysis (PMI-PBA) Examination Content Outline

Why Business Analysis for PMI

• The question on the minds (and responses on the Blogs) of professionals on either side of the fence

• It is simple– PMI recognizes that business analysis and using the tools

and techniques of business analysis is of growing importance in project management

– With any business, PMI had to acknowledge this and doing something or nothing… they decided to do something

– IIBA hasn’t done a good enough job getting employers to recognize the need

Vision for New Certification

• If it has ties to project management, PMI wants to be a part of it. They see project management above any specific method or practice. So their spin on this cert:– Certification recognizes individual expertise in business analysis

and using these tools and techniques to improve the overall success of projects

– Certification carries a high level of professional credibility• Need to know business analysis principles, practices, tools and techniques

– Certification supports individuals in meeting the needs of organizations that rely on business analysis practitioners

– They are focusing on the work of business analysis NOT the role

Demographics

• Employers—PMI wants you to know that:– Business Analysis work is critical to project success and it is such

a critical function that organizations need to invest in certification for it as part of their human capital planning

• Employees—PMI wants to give you:– An ability to show you can wear both the PM and BA “hat” within

a project– You don’t have to be a Business Analyst to get this certification– A way to map business analysis work into the PMI project

structure

Application Requirements

Type of Experience HS Diploma or global equivalent

BA degree or global equivalent

Minimum Business Analysis Experience

7,500 hours within 8 consecutive years

4,500 hours within 8 consecutive years

Project Experience (PMP or PgMP holders have this waived)

2,000 hours on project teams

2,000 hours on project teams

Business Analysis Education (BAexperience can overlap with your project experience)

35 hours 35 hours

Fees

PMI-PBA Certification Fees

Exam Administration Type PMI Member PMI Non member

Computer-based testing $405 $555

Paper-based testing $250 $400

Reexamination CBT $275 $375

Reexamination PBT $150 $300

CCR certification renewal $60 $150

CCR Snap-shot• CCR (Continuing Certification Requirements

– Must follow to maintain an active certification– PMI-PBA certification cycle is three years from date of exam pass– No less than 60 professional development units (PDUs) in

specialized area of business analysis • Use the onsite CCR system to report PDUs• Complete online application for renewal

– Reaffirm PMI code of ethics– Reaffirm PMI certification application/renewal agreement– Submit the credential renewal fee

• No more than 45 PDUs per cycle for giving back to profession• Only 20 extra PDUs can be carried over to another cycle• You can align your PMI-PBA with your PMP or PgMP• Your PMI-PBA PDUs can count toward you PMP or PgMP PDUs

Things to Know• Once you start the application process you have 90 days to complete• There are requirements for those with and those with a four year college degree• Do online application if at all possible (takes five business days to process)

– Individual paper takes 10 business days and corporate paper takes 20 business days• Can’t schedule exam until application is approved and fees paid• If you are audited (possibly up to 25% of applications are randomly audited) you have

90 days to respond, no eligibility until successful completion of audit• You have one year to take exam after application approval and you can retake the

exam three times during that year• Your certification cycle starts the day you pass your exam and your cycle is 3 years.

You need 60 PDUs in that cycle (in specialized area of business analysis • You complete renewal process once you have 60 PDUs and pay renewal fee• Certification suspension happens on the third anniversary of the day you passed

your exam and you have yet to renew (1 year period)• Certification expiration happens after suspension period if you do not fulfill your

recertification requirement • You can align your PMP or PgMP with your PBA for recertification purposes

Exam Content Overview

PMI-PBA Exam Information

Scored Questions Unscored Questions Total Exam Questions175 25 200

Alloted Examination Time4 hoursExamination is preceded by a tutorial and followed by a survey both are optional

Examination AdministrationPrometric CBT siteCorporate Sponsors

Exam Blueprint

PMI-PBA Exam Blueprint

Percentage of Questions

Domain 1: Needs Assessment (5 Tasks) 18%Domain 2: Planning (6 Tasks) 22%Domain 3: Analysis (8 Tasks) 35%Domain 4: Traceability and Monitoring (5 Tasks) 15%Domain 5: Evaluation (4 Task) 10%Total 100%

Domain One: Needs Assessment

Domain 1: Needs Asessment: Understanding business problems , evaluting options and finding solutions

Tasks Needs Assessment 18% Task 1 Define or review a problem, use problem or opportunity analysis

techniques, develop scope statement to provide business case input

Task 2 Use valuation tools and techniques to determin value propositionof initiative

Task 3 Provide clarification of business needs and solution scope to alignproduct with organization's goals and objectives

Task 4 Identify stakeholdersTask 5 Determin stakeholder values using elicitation techniques to provide

baseline for prioritizing requirements

Domain Two: Planning

Domain 2: PlanningManaging business anlaysis activities by establishing requirements management plan,requirements traceability, change management document control and acceptance criteria

Tasks Planning 22%Tasks 1Use business case and project goals and objectives to plan activitiesTask 2 Define requirements traceability, use traceability tools and techniques to

monitor and validate requirementsTask 3 Develop requirements management plan. Identify stakeholders, roles and

responsibilities, communication protocols and methods for eliciting, analyzing,documenting, managing, and approving requirements

Task 4 Develop methods of requirements change control to hand managing changes and incorproate into the change management plan

Task 5 Select methods of document control. Use documentation management toolsand techniques for a standard tied to requirements traceability and versioning

Task 6 Define business metrics and acceptance criteria to define requirement goal was met

Domain Three: Analysis

Tasks Analysis 35%Task 1 Elicit or Identify requirements using elicitationn techinques in order to discover or

capture requirements withh supporting details (origin or rationale)Task 2 Analyze, decompose, and elaborate requirements using techniques such as

dependency analysis, interface analysis, and data and process modeling to findproduct options and capabilities

Task 3 Use decision-making and valuationn techniques to accept, deferr or reject requirementsTask 4 Allocate accepted or deferred requirements by balancing scope schedule, budget, and

resources contraints with the value proposition using prioritization, dependency analysisand decision-making tools and techniques

Taks 5 Obtain sign-off on requirements baseline, use techniques to facilitate stakeholder approval Task 6 Write requirements specification using tools (like use cases or user stories), to communicate

requiremetns that are measurable and actionable Task 7 Validate requirements using tools to ensure requirements are complete, accurate and

aligned with goals, objectives, and value propositionsTask 8 Build acceptenace criteria metrics to validate whether the solution meets requirements

Domain four: Traceability and Monitoring

Domain 4: Traceability and MonitoringManaging the life cycle of requirements. Task include continous monitoring and documentingof requirements as well as communcating status to stakeholders

Task Traceability and Monitoring (15%)

Task 1Track requirements using traceability artiface or tools, capturing the requirements'status, sources, and relationships to show proof of delivery

Task 2 Monitor requirements throughout lifecycle using tools like models, documentationand test cases

Task 3Update requirements status through its lifecycle. Communicate changes and trackrequirements towards closure

Task 4 Communicate requirements status to project manager and other stakeholders Task 5 Manage changes to requirements in accordance to the change control plan

Domain Five: Evaluation

Domain 5: EvaluationAssessment of how well the delivered solution fulfills the requirements and meets the businessneeds. Tasks within this domain include testing the solution, determining if there are gaps, and obtaining sign offs

Task Evaluation 10%Task 1 Validate the solutions test results, reports, and other test evidence against the

requirements acceptance criteria to determine solutions match to needTask 2 Analyze and communicate the solution's identified gaps and deltas using quality

assurance tools and methods in order to enable stakeholders to resolve discrepancies between solution scope, requirements, and developed solution.

Task 3 Obtain stakeholder sign-off on the developed solution using decision-making techniques in order to proceed with deployment

Task 4 Evaluate the deployed solution using valuation techniques in order to determine how wellsolution meets the business case and value proposition

Knowledge and Skills

Knowledge and SkillsThere are Forty (40) document Knowledge and skills here are the top 20

Analytic tools and techniques Prioritization tools and TechniquesBacklog management Problem solving and opportunity identificationBusines rules analysis and techniques Process Analysis Change control tools and techniques Requirements traceability tools and TechniquesData Analysis tools and techniques Requirement typesDevelopment Methodologies (agile is in there) Root cause analysis Elicitation tools and techniques Stakeholder analysisFaciliation tools and Techniques Validation tools and techniques Interface analysis (prototyping/storyboarding) Valuation tools and techniquesPlanning tools and techniques Version control tools and techniques

Reference list

• A Guide to the Project Management Body of Knowledge (PMBOK Guide), by Project Management Institute

• Business Analysis: Best Practices for Success by Steven Blais • Business Analysis Techniques: 72 Essentials Tools for Success by James Cadle, Paul Turner and

Debra Paul • Seven Steps to Mastering Business Analysis, by Barbara Carkenord • The Software Requirements Memory Jogger: A Pocket Guide to Help Software and Business Teams

Develop and Manage Requirements by Ellen Gottesdiener• Unearthing Business Requirements: Elicitation Tools and Techniques by Kathleen Hass, Rosemary

Hosenlopp• Customer-Centered Products: Creating Successful Products Through Smart Requirements

Management by Ivy F. Hooks, Kristin A Farry• The Business Analysts Handbook by Howard Podeswa• Mastering the Requirements Process: Getting Requirements Right by Suzanne Robertson , James

Robertson• Data Modeling Essentials by Graeme Simsion and Graham Witt• Software Requirements 2 by Karl Wiegers

Training Options

– PMI Professional in Business Analysis (PMP-PBA) Boot CampPreparation course for PMI-PBA Certification Exam• 4-day intense boot camp program • Includes study guide • Provides 35 PDUs required for the application• Will provide feedback on how to properly prepare your application• Comes with a pass guarantee

Connection with IIBA (International Institute of Business Analysis) Designations

• Anyone’s guess?? But….– Most likely will be see as less than the CBAP

certification• Requirements for CBAP are much more difficult and specific

– Could devalue the CCBA– Could cause industry confusion between BABOK and PMP

Requirements Management Community of Practice – Will be seen as a faster route to BA certification – See a lot more non BAs getting the certification

• PMs, Developers, Systems Analyst, Agile professionals

Questions?

877-800-5221info@aspe-sdlc.com

How to Claim Your PDU

• Go to aspe‐sdlc.com/pdu/ for instructions on submitting your PDU.

• You can submit your PDU by mail or electronically.

• The Activity code for today’s presentation is WS050414 and ASPE’s REP number is 2161.

• The seminars are Category A for one PDU