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CBAP (Certified Business Analysis Professional): What, Why and How
Presentation by Richard Larson, PMP, CBAP, from Watermark Learning
June 21st, 20075:30pmRegistration and Networking6:00pm Presentation7:00pm Questions and Discussion
Hosted by:Consulting Matters and Solutia Consulting Inc.
Please do not distribute this information.
Speaker Bio:As President and Founder of Watermark Learning (www.watermarklearning.com), Richard Larson, PMP, CBAP, has nearly 30 years of experience in business analysis, project management, training/consulting & mentoring. He has presented numerous workshops, seminars, and training classes to nearly 9,000 participants on 3 different continents.
His speaking history includes: BusinessAnalyst World, ProjectWorld & World Congress for Business Analysts & local chapters of IIBA (International Institute of Business Analysis), PMI North American, European and Asia-Pacific Congresses. He has also authored and co-authored articles on business requirements analysis, business process management, and project management published worldwide in leading trade publications such as CIO Magazine, Darwin Magazine, ComputerWorld, the University of Houston book, “IT Project Management Readings,” and Certification Magazine.
Certification:What, Why, and How
Watermark Learning at a GlanceTraining organization established in 1992Offering a broad range of skill development programs:
• Business Analysis Training• Project Management Training• “Influencing Skills” Training• Speaking and Publications
Private and Public ClassesNumerous clients in many industriesIndustry Partnerships• An “original” PMI® Global Registered
Education Provider• A Charter IIBATM Endorsed Education
Provider• Offering BA and PM Masters Certificate
programs through Auburn University Auburn University
What: Describe the CBAP (Certified Business Analysis Professional) certificationWhat: Knowledge Areas of the IIBA’s BABOK (Business Analysis Body of KnowledgeTM)Why: List some benefits to having a CBAPTM
(Certified Business Analysis Professional)certificationHow: Locate the CBAP certification requirementsHow: Learn some tips to helppass the CBAP examination.
Session Objectives
Why are you interested in BA certification?What benefits do you see for being a CBAP?
Discussion
Understanding the IIBATM
IIBA Mission:Develop and maintain standards for the practice of business analysis and for the certification of its practitioners
IIBA Background:• Started October, 2003 in
Toronto• Nearly 4000 members• 70+ chapters• 30+ countries
Taken from: theiiba.org
Understanding the IIBATM
IIBA Accomplishments:• Produced a Business Analysis Body of
Knowledge (BABOKTM) (2005)• Launched an Endorsed Education Provider
(EEP) Program (2006)• BA Task Analysis study (2006)• Created and administer a professional
certification exam, the CBAPTM (2006)• Publicly recognize those who pass the exam
Understanding the IIBATM
IIBA defines Business Analysis as:a. Analyzing business problems and
determining which projects will best solve those problems.
b. Identifying business needs and determining solutions to business problems.
c. Verifying business requirements by ensuring the solution meets business needs.
a. Analyzing business problems and determining which projects will best solve those problems.
b. Identifying business needs and determining solutions to business problems.
c. Verifying business requirements by ensuring the solution meets business needs.
Understanding the CBAPTM
CBAPs were first certified in 2006• CBAPs are recognized experts• Play a vital role on projects• Intermediate and senior BAs; recognize
professional accomplishment• Companies can hire with more confidence
Understanding the CBAP
Certification Requirements – see FAQs• Five years (7,500 hours) of business
analysis work in the last 10 yearsexperience
• Demonstrated experience and knowledge in 4 out of 6 BABOK™ Knowledge Areas
• 21 hours of BA professional development in last 4 years
• Minimum high schooleducation
• Two references
Fees:• $450-members, $575 non-members• $250 re-take charge, $375-non-members• $125 of fee is non refundable
3-Month Wait to Re-take ExamRe-Certification Requirements
• Maintain Continuing Development Units (CDUs) to re-certify
• 3 Year period to re-certify• More to be announced later in 2007
Understanding the CBAP
Understanding the CBAP
Note: you need application approved before scheduling exam
Application process is rigorous!Application Tips (see Handbook on web)• Tip: don’t stress exact hours or even the
dates if unavailable. Approximate is OK.• Tip: make repetitious parts of the
application electronic• Tip: use template for projects
and hours*
* See us for a copy of one
Understanding the CBAP Exam
Comprised of 150 multiple choice questionsEach multiple choice question has 4 possible answersExam duration is 3 hours• Tip: OK to write in booklet,
so start exam by listing itemsyou have memorized
Source: IIBA.
Understanding the CBAP Exam
Currently paper exams only in a proctored setting in limited citiesScoring takes 30+ daysNotifications will include information on performance by Knowledge Area for any unsuccessful candidates
Note: computer based exams will be available spring 2008
Understanding the CBAP ExamIIBA defines a Business Analyst as:a. Translates business needs into a design
that can be implemented by the development team.
b. Responds to client requests and provides solutions that best meet those needs within time and cost constraints.
c. Elicits, analyzes, communicates, and validates requirements for changes to business processes, policies, and information systems.
a. Translates business needs into a design that can be implemented by the development team.
b. Responds to client requests and provides solutions that best meet those needs within time and cost constraints.
c. Elicits, analyzes, communicates, and validates requirements for changes to business processes, policies, and information systems.
Understanding the BABOKTM
Knowledge Areas
Fundamentals
Solution Assessment& Validation
RequirementsCommunications
RequirementsAnalysis
RequirementsElicitation
Requirements Planning & ManagementEnterpriseAnalysis
Knowledge Areas
Fundamentals
Solution Assessment& Validation
RequirementsCommunications
RequirementsAnalysis
RequirementsElicitation
Requirements Planning & ManagementEnterpriseAnalysis
BABOK = “The set of tasks, knowledge, & techniques required to identify business needs & determine solutions to business problems. Solutions often include a systems development component, but may also consist of process improvement or organizational change.” Source: IIBA
Graphic reprinted with permission, courtesy of IIBA.
Understanding the BABOKTM
Knowledge Areas
Fundamentals
Solution Assessment& Validation
RequirementsCommunications
RequirementsAnalysis
RequirementsElicitation
Requirements Planning & ManagementEnterpriseAnalysis
Knowledge Areas
Fundamentals
Solution Assessment& Validation
RequirementsCommunications
RequirementsAnalysis
RequirementsElicitation
Requirements Planning & ManagementEnterpriseAnalysis
Graphic reprinted with permission, courtesy of IIBA.
Tip: Next 2 areas to focus: Requirements Elicitation and Requirements Analysis
Tip: Study the most on Enterprise Analysisand Requirements Planning & Management
BABOK Terminology
Terminology Tips:• Tip: Use BABOK terms, even if they are
“wrong” ☺• Tip: Start by memorizing the KAs
(Knowledge Areas)• Tip: Memorize Tasks within the KAs• Tip: Pick KAs with only a few tasks to start
with (e.g., EA, Elicit).
BABOK TerminologyIIBA defines a Requirement as:a. A condition or capability needed by a
stakeholder to solve a problem or achieve an objective.
b. A condition or capability of a product or solution that documents a problem or objective of the business.
c. A need or necessary feature of a system that could be sensed from a position anywhere within the system.
a. A condition or capability needed by a stakeholder to solve a problem or achieve an objective.
b. A condition or capability of a product or solution that documents a problem or objective of the business.
c. A need or necessary feature of a system that could be sensed from a position anywhere within the system.
Enterprise Analysis
Knowledge Areas
Fundamentals
Solution Assessment& Validation
RequirementsCommunications
RequirementsAnalysis
RequirementsElicitation
Requirements Planning & ManagementEnterpriseAnalysis
Knowledge Areas
Fundamentals
Solution Assessment& Validation
RequirementsCommunications
RequirementsAnalysis
RequirementsElicitation
Requirements Planning & ManagementEnterpriseAnalysis
Identify business opportunities through feasibility studies, creating business cases, cost/benefit analysis, etc.See big picture through building the Business Architecture framework and then integrate requirements into itFacilitate the optimum project investment path for the enterpriseGoal: provide a context / foundation for evaluating future projects,issues, and changes.
Enterprise Analysis
Business Analysis activities that take place to:
Enterprise Analysis
Creating and Maintaining Business Architecture
Conducting Feasibility Studies
Determining Project Scope
Preparing the Business Case
Conducting Initial Risk Assessment
Preparing the Decision Package
Requirements Planning and ManagementKnowledge Areas
Fundamentals
Solution Assessment& Validation
RequirementsCommunications
RequirementsAnalysis
RequirementsElicitation
Requirements Planning & ManagementEnterpriseAnalysis
Knowledge Areas
Fundamentals
Solution Assessment& Validation
RequirementsCommunications
RequirementsAnalysis
RequirementsElicitation
Requirements Planning & ManagementEnterpriseAnalysis
Planning and managing requirements activitiesthroughout the “requirements process”Identifies activities and deliverablesPlans how changes are controlled and managedBegins prioritizing requirementsGoal: organized requirements effort (resources, monitoring, project coordination, and changes).
Requirements Planning & Management
Business Analysis resources and tasks for:
Planning Considerations
Risk Approach
Team Project Roles
Identify & Document Project Team Roles & Responsibilities
Identify, Describe, and Categorize Stakeholders
Divide Work amongst a Business Analyst Team
Define Requirements Risk Management Approach
Identify Requirements Risks
Identify Key Planning Impact Areas
Consider the SDLC Methodology
Consider the Project Life Cycle Methodology
Consider Project Risk, Expectations, and Standards
Re-Planning
Consider Key Stakeholder Needs and Location
Consider the Project Type
Requirements Planning & Management
Select Requirements ActivitiesDetermine Requirements Analysis and Documentation Activities
Determine Requirements Communication Activities
Determine Solution Assessment and Validation Activities
Determine Requirements Elicitation Stakeholders and Activities
Estimate Requirement Activities
Identify milestones in requirements activities development and delivery
Define Units of Work and Estimate Effort and Duration per Unit
Identify Assumptions and Risks
Modify the Requirements Plan
Requirements Planning & Management
Manage Requirement ChangesManage Requirements Scope
Establish Requirements Baseline
Structure Requirements for Traceability
Identify Impacts to External Systems and/or Other Areas of the Project
Identify Scope Change Resulting from Req. Change (Change Management) & Maintain Scope Approval
• Identify issues / changes
• Participate in impact analysis
• Document the change request
• Create Formal Change Request
• Define links to other reqs.
• Understand a req. change
• Categorize / prioritize requirements
• Submit changes for approval
• Determine who should be involved in handling req. Changes
• Define how Requirements Changes will be administered & communicated
Measure & Report on ActivitiesDetermine, Collect, & Report Project Metrics
Determine, Collect, & Report Product Metrics
Requirements Planning & Management
1. All of the following are risk responses except for:
a. Mitigateb. Avoidc. Transcendd. Assume
a. Mitigateb. Avoidc. Transcendd. Assume
Requirements Planning & Management
Requirements Elicitation
Knowledge Areas
Fundamentals
Solution Assessment& Validation
RequirementsCommunications
RequirementsAnalysis
RequirementsElicitation
Requirements Planning & ManagementEnterpriseAnalysis
Knowledge Areas
Fundamentals
Solution Assessment& Validation
RequirementsCommunications
RequirementsAnalysis
RequirementsElicitation
Requirements Planning & ManagementEnterpriseAnalysis
Elicit requirements from stakeholdersGoal: use appropriate techniques to elicit complete requirements.
RequirementsElicitation
Business Analysis tasks and techniques to:
Requirements Elicitation
• Brainstorming • Document Analysis • Focus Group• Interface Analysis• Interview • Observation• Prototyping • Requirements Workshop • Reverse Engineering • Survey/Questionnaire
Requirements Analysis & DocumentationKnowledge Areas
Fundamentals
Solution Assessment& Validation
RequirementsCommunications
RequirementsAnalysis
RequirementsElicitation
Requirements Planning & ManagementEnterpriseAnalysis
Knowledge Areas
Fundamentals
Solution Assessment& Validation
RequirementsCommunications
RequirementsAnalysis
RequirementsElicitation
Requirements Planning & ManagementEnterpriseAnalysis
Stakeholder needs are analyzed, structured, and documentedFor use to later design and implement a solutionGoal: have clear understanding to enable building solution to meet business needs.
RequirementsAnalysis
Describes how:
Requirements Analysis
Structure Requirements
Packages
Create Business
Domain Model
Analyze User Requirements
Analyze Functional
Requirements
Analyze Qualityof Service
Requirements
Determine Assumptions & Constraints
Determine Requirements
Attributes
Document Requirements
Validate Requirements
Verify Requirements
Structure Analyze Document
Requirements Analysis
• Business Rules• Class Model• CRUD Matrix• Data Dictionary• Data Transformation
and Mapping• Entity Relationship
Diagrams• Metadata Definition• Activity Diagram• Data Flow Diagram• Event Identification
Analysis Techniques• Flowchart• Sequence Diagram• State Machine Diagram• Workflow Models• Prototyping• Story Boards/Screen Flows• Use Case Description• Use Case Diagram• User Interface Designs• User Profiles• User Stories
Requirements Communication
Knowledge Areas
Fundamentals
Solution Assessment& Validation
RequirementsCommunications
RequirementsAnalysis
RequirementsElicitation
Requirements Planning & ManagementEnterpriseAnalysis
Knowledge Areas
Fundamentals
Solution Assessment& Validation
RequirementsCommunications
RequirementsAnalysis
RequirementsElicitation
Requirements Planning & ManagementEnterpriseAnalysis
Expressing output of requirements analysis and documentationPresents requirements in format suitable for intended audience Goal: achieve shared understanding of and agreement to the solution requirements.
RequirementsCommunication
Activities and considerations for:
Requirements Communication
Create a Requirements
Communication Plan
Manage Requirements
Conflicts
Determine Appropriate
Requirements Format
Create a Requirements
Package
Conduct a Requirements Presentation
Conduct a formal
requirements review
Obtain requirements
signoff
Planning & More Packaging & Presenting
Solution Assessment & Validation
Knowledge Areas
Fundamentals
Solution Assessment& Validation
RequirementsCommunications
RequirementsAnalysis
RequirementsElicitation
Requirements Planning & ManagementEnterpriseAnalysis
Knowledge Areas
Fundamentals
Solution Assessment& Validation
RequirementsCommunications
RequirementsAnalysis
RequirementsElicitation
Requirements Planning & ManagementEnterpriseAnalysis
Ensure best solution is chosen (i.e., requirements fulfilled by technical design)Contribute to test plans and testing processFacilitate implementation and help resolve post-production issuesGoal: ensure solution meets needs and can be implemented.
Solution Assessment & Validation
Describes how BAs:
Solution Assessment & Validation
Develop Alternate Solutions
Evaluate Technology
Options
Facilitate the Selection of a Solution
Ensure Usability of the Solution
Support the QA Process
Support the Implementation of the Solution
Communicate the Solution
Impacts
Post Implementation
Review & Assessment
Evaluate Implement
1. When developing alternative solutions, how do BAs record how requirements flow thru to design:a. Map the Requirements to the Design.b. Determine Number of Design Phases.c. Map Requirements to Design Phases.d. Update Requirements Traceability
Matrix.
a. Map the Requirements to the Design.b. Determine Number of Design Phases.c. Map Requirements to Design Phases.d. Update Requirements Traceability
Matrix.
Solution Assessment & Validation
Underlying Fundamentals
Knowledge Areas
Fundamentals
Solution Assessment& Validation
RequirementsCommunications
RequirementsAnalysis
RequirementsElicitation
Requirements Planning & ManagementEnterpriseAnalysis
Knowledge Areas
Fundamentals
Solution Assessment& Validation
RequirementsCommunications
RequirementsAnalysis
RequirementsElicitation
Requirements Planning & ManagementEnterpriseAnalysis
Perform the other Knowledge AreasGoal: improve effectiveness in doing our jobs.
Underlying Fundamentals
Supporting Skills and Knowledge to:
Categories of Skills
Communications
Leadership ProblemSolving
BA CoreSkills
BusinessKnowledge
IT TechnicalKnowledge
Underlying Fundamentals
Preparation Tips – Before the Exam
Tip: Read the BABOK completelyTip: Take a classTip: If time, re-read portions of the BABOK that gave you trouble on practice examsTip: Get plenty of rest the night before: don't cram (sleep will help more)
Summary
CBAP - visit TheIIBA.organd Click “Certification”BABOKSee summary of Tips to become certified.
Contact Information
E.T.C. on Business CardRichard Larson, PMP, CBAPWatermark Learning
952-921-0900800-646-9362EmailRichard.Larson@WatermarkLearning.com
QUESTIONS?
For TCBAC information or feedback please contact TCBAC@solutiaconsulting.com
or refer to our new website atwww.TCBAC.org
Future TCBAC Meetings:October 25th, 2007