• Why PMI and Business Analysis?

• PMIs Products/Services in Business Analysis

• The PMI-PBA®

exam

• Exam Eligibility

• Preparing for the exam

• PMI-PBA Prep Course

What We Will Discuss Today

1 PMI-PBA is a registered trademark of the Project Management Institute, Inc.

Why PMI is Addressing

Business Analysis

2

The Link->Requirements: Project Success

PMI has conducted extensive research and concluded

per a 12 month period:

• 51% of completed projects finish within their

initially scheduled times

• 55% of completed projects finish within their initial

budgets

• 64% of completed projects successfully meet their

original goals and business intent

• 16% of projects started are deemed failures

3

[1] PMI’s Pulse of the Profession® : Requirements Management — A Core Competency for Project and Program Success August 2014

• For every dollar spent on projects and programs, 5.1 % is

wasted due to poor requirements management[1].

• 51 million dollars is wasted for every 1 billion spent on

projects and programs due to poor requirements

management [2] .

• Inaccurate requirements gathering remained

a primary cause of project failure 37% in 2014.

This was up from 32 % since 2013[2]

[1] PMI’s Pulse of the Profession® : Requirements Management — A Core Competency for Project and Program Success August 2014

4

Business Analysis - a Core Competency

Business Analysis Competency

• 74 percent of companies have a low level of

requirements management maturity, resulting in missed

deadlines, budget overruns and wasted resources [1]

• Companies with poor business analysis processes

achieve their business objectives 54 percent of the time,

while taking 35 percent longer to deliver [1]

[1] IAG Consulting. Business Analysis Benchmark – 2009: The Path to Success.

5

Common Interests & Shared Goals

At the end of the day, both the project manager and

business analyst share the same goals.

6

The success of the project!!

The Importance of Business Analysis

A sufficiently run business analysis

process results in...

• Development of products/services

that meet stakeholder needs.

• Ensures a more engaged project

team.

PMI’s Pulse of the Profession® : Requirements Management — A Core Competency for Project and Program Success August 2014

7

The Importance of Business Analysis

Also, ...

• Higher probability of delivering on time and

within scope and budget.

• Solutions that deliver higher business value.

• A repeatable BA process and competencies for

future initiatives.

PMI’s Pulse of the Profession® : Requirements Management — A Core Competency for Project and Program Success August 2014

8

PMI’s Products/Services in

Business Analysis

9

Increased Focus on Business Analysis

• A Guide to the Project Management Body of Knowledge

(PMBOK® Guide) – Fourth Edition added the Collect

Requirements Process

• A Guide to the Project Management Body of Knowledge

(PMBOK®

Guide) – Fifth Edition added the Project

Stakeholder Management

Knowledge Area

10

PMI’s Products/Services In Business Analysis

2014:

• PMI Pulse of the Profession® focused on Requirements

Management

• PMI launches the PMI-PBA ®

• PMI.org (webinars, papers etc.)

• Business analysis community on

ProjectManagement.com

http://www.pmi.org/learning/business-analysis-requirements-management.aspx

http://www.projectmanagement.com/Practices/Business-Analysis-Requirements-Management/

11

PMI’s Products/Services In Business Analysis

2015:

• PMI publishes a standard completely focused on

business analysis Business Analysis for Practitioners: A

Practice Guide

• PMI and BA Times relationship

• Sponsor articles and webinars

12

PMI-PBA

Exam

13

What is the PMI-PBA ?

• Stands for PMI Professional in Business Analysis

• Acknowledges the critical role that business

analysis plays on programs and projects

• The certification recognizes and validates expertise

in business analysis

• The exam covers 5 domains and business analysis

knowledge and skills

• Piloted May 2014; Launched Q4 2014

PMI-PBA is a registered trademark of the Project Management Institute, Inc.

14

Development of the Exam

• PMI engaged stakeholders with strong business

analysis expertise from a variety of industries (thought

leaders and practitioners)

• SME developed - BAs, PMs, Systems Analysts,

Systems Engineers etc.

• Role Based Focused – Role Delineation Study

provided extensive research into the role

• What was obtained by research was

validated heavily in the industry

15

The Exam

• 200 multiple-choice questions

• 25 of the 200 are pre-test questions –

unscored questions used by PMI to help

improve question quality.

• Questions are presented randomly from question bank

• 4 hours to complete the exam

• The exam is preceded by a tutorial and followed by a

survey. Each is 15 minutes in length but can be bypassed

by the exam taker, if desired.

Pre-test questions - do not affect the exam score. They are

used to test the validity of future test questions.

16 Source: PMI-PBA® Handbook

PMI-PBA Exam Blueprint

• Domain 1: Needs Assessment - 18%

• Domain 2: Planning - 22%

• Domain 3: Analysis - 35%

• Domain 4: Traceability

and Monitoring - 15%

• Domain 5: Evaluation - 10%

17

Source: PMI-PBA Handbook

PMI-PBA is a registered trademark of the Project Management Institute, Inc.

How Exams are Administered

• Exams are administered either electronically via computer-

based testing (CBT) or through paper-based testing (PBT).

• CBT is the standard administration method for all PMI

examinations .

• Paper-based testing (PBT) is only available for:

• Candidates living at least 186.5 miles

from a Prometric CBT site or

• Employers (Corporate Sponsors) who

wish to administer a PMI exam to their

employees.

18

Source: PMI-PBA Handbook

PMI-PBA Certification Fees

• Fees are determined by your PMI membership status and

the type of examination pursued CBT or PBT.

• Must be a PMI member in good standing to obtain the

discount e.g. membership active

• Fees:

CBT Member $405

PBT Member $250

CBT Non-Member $555

PBT Non-member $400

Check the PMI-PBA

handbook for further

information on

reexamination and

certification renewal fees

19

Source: PMI-PBA Handbook

PMI-PBA is a registered trademark of the Project Management Institute, Inc.

Recertification

• Certification cycle starts the day you pass the exam

• Rolling three year window

• You are required to earn and report 60 PDUs in the three

year cycle

• You are responsible for renewing and submitting the

required fees to maintain the

certification

• 1 year suspension period if the

certification lapses

CLIPART: EXAM OR RE-DO, REPEAT ETC.

20

Exam Eligibility

21

Eligibility Requirements

Applicants must meet requirements in four areas:

1. Educational experience

2. Business analysis experience

3. General project experience

4. Business analysis training

22

Source: PMI-PBA Handbook

Educational Experience

• Minimally a high school diploma

• Higher education reduces the amount of business analysis

experience required

23

Source: PMI-PBA Handbook

Business Analysis Experience

With a high school diploma, associates degree or global

equivalent

• 7,500 hours (5 years) working as a business

analysis practitioner

With a bachelors degree or higher

degree or global equivalent

• 4,500 hours (3 years) working as a

practitioner of business analysis

24

Source: PMI-PBA Handbook

The hours demonstrated must be unique non-overlapping

activities

• Experience must have been accrued in the last 8 years

Example:

If you worked as a business analyst on two projects,

Project A and Project B as follows:

Project A: January 2nd – March 31st

Project B: March 1st – May 31st

It is 5 months not 6!

25

Business Analysis Experience

Source: PMI-PBA Handbook

• 2,000 hours working on project teams

• Project experience can be inclusive of the 7,500 hours of

business analysis experience listed

• Any business analysis experience that occurred within the

context of a project can be included

• Experience must have been earned in the last 8 years

Important Note: Active PMP and/or PgMP credential holders are

automatically considered as having fulfilled the general project experience

requirements and do not need to demonstrate this experience on the PMI-PBA

application.

General Project Experience

26

Source: PMI-PBA Handbook

PMP, PgMP, and PMI-PBA are registered marks of the Project Management Institute, Inc.

• Project work must be recorded individually.

• The 2,000 hours demonstrated must be unique non-

overlapping experience.

Note: The experience included as part of the business analysis

experience requirement can count towards the general project

experience as long as this experience occurred within the context of a

project.

27

General Project Experience

Source: PMI-PBA Handbook

Business Analysis Training

• 35 direct contact hours (not self-directed training)

• Hours must have been earned in the area of business

analysis practices.

• Business analysis training can include topics covering

business analysis methodologies, principles and practices.

• The training hours must be completed by the time the

certification application is submitted.

• Training is eligible regardless of when it was accrued.

Training Requirements

28

Source: PMI-PBA Handbook

* Inclusive of the 7500/4500 hours of BA Experience

** Must be completed prior to the application

Note: Experience must have been earned in last 8 years

If you have a PMP or PgMP then your project experience is waived

Eligibility Requirements Summary

** *

29 PMP and PgMP are registered marks of the Project Management Institute, Inc.

Areas of Knowledge Compared

Certified Business Analysis Professional™ (CBAP®)

Certification of Competency in Business Analysis™ (CCBA®)

- Business Analysis Planning & Monitoring

- Elicitation

- Requirements Management and Communication

- Enterprise Analysis

- Requirements Analysis

- Solution Assessment and Validation

PMI-PBA

- Planning

- Elicitation

- Traceability & Monitoring

- Needs Assessment

- Analysis

- Evaluation

CBAP ®/CCBA® exams

are currently aligned to

BABOK® Guide

version 2 content

30

CBAP® and CCBA® are registered certification marks owned by International Institute of Business Analysis (IIBA). This certification mark is used with the express permission of International Institute of Business Analysis.

PMI-PBA is a registered trademark of the Project Management Institute, Inc.

CBAP®, CCBA®, PMI-PBA

CBAP® CCBA

® PMI-PBA

®

Experience

7500 hrs. of BA

experience

/10 yrs.

3750 hrs. of BA

experience

/7 yrs.

7500 hours/8 yrs. (HS degree)

or

4500 hours over past 8 years

(Bachelors degree)

Knowledge Area

Experience

900+ hours in at least 4

BABOK Knowledge Areas

900+ hours in at least 4

BABOK Knowledge Areas

2000 BA experience across

domains on projects or

programs

Education High School or College

Degree

High School or College

Degree

High School or College

Degree

Professional Dev. 21 hours in past 4 years 21 hours in past 4 years 35 hours

Professional References 2 (manager, client or

CBAP)

2 (manager, client or

CBAP)

None required

Code of Conduct Yes Yes Yes

Cost

$125 Application Fee

$325 Exam Fee

$450 if a non-member

$125 Application Fee

$325 Exam Fee

$450 if a non-member

$405 exam fee

$555 for non-members

Renewal Period 3 years/60 CDUs 3 years/60 CDUs 3 years/60 PDUs

31 PMI-PBA is a registered trademark of the Project Management Institute, Inc.

Preparing for the PMI-PBA

32 PMI-PBA is a registered trademark of the Project Management Institute, Inc.

How to Get Started

• Review the handbook to determine eligibility

• If eligible, complete the online application

• Make payment

• Begin preparation

• Receive an approval letter from PMI

• Schedule your exam

33

The Application Process

• Similar to other PMI certification applications

• The form is online

• Once you start there is a 90 day period to complete the

application

• Approximately a 5 day turn-around process if using online

application process

• Application process is fairly simple

• There is an audit process and if

selected, there is a 90 day turn-around

period to complete it

34

Once Approved

• 1 year to take the exam from the time of approval

• Take the exam up to 3 times in one year

• Certification cycle starts the day you pass and is a rolling

three year window

* You are required to earn and report 60 PDUs in the

three year cycle

* You are responsible for renewing and submitting

the required fees to maintain the certification

* 1 year suspension period if you don’t renew on

time

35

How to Prepare

• It’s experienced based

• Body Of Knowledge (from PMI) doesn’t exist

• PMI BA Practice Guide published in 2014

• Reference List found on PMI website

• Consider taking a Prep Course

http://www.pmi.org/certification/business-analysis-pba.aspx

36

Reference Materials

37

PMI Standard in Business Analysis

Business Analysis for Practitioners: A Practice Guide

• In depth perspective on business analysis

• Provides practical guidance through

• It is a PMI Standard

• Published in 2015

• Available through PMI, bookstores and online retailers

38

Mapping of the Exam Blueprint

to the Practice Guide

Exam Blueprint Business Analysis Practice

Guide

Needs Assessment Needs Assessment

Planning Business Analysis Planning

Analysis Requirements Elicitation and

Analysis

Traceability and Monitoring Traceability and Monitoring

Evaluation Solution Evaluation

39

PMI-PBA Prep Course

40

• Certification prospects who are planning to take the

PMI Professional in Business Analysis (PMI-PBA)® exam in

the next 3-6 months.

• Students who desire to learn more about the PMI-PBA

certification process and exam.

• Any Certified Business Analyst

Professional (CBAP®) who is considering

obtaining a BA certification from PMI.

Target Audience for the Course

41 PMI-PBA is a registered trademark of the Project Management Institute, Inc.

The course is intended to:

• Provide an overview of the PMI-PBA certification exam.

• Assist students with establishing context and scope to

prepare for their studies.

• Highlight key concepts and terms the student

should review in preparation for the exam.

• Assess personal readiness.

Course Objectives

42 PMI-PBA is a registered trademark of the Project Management Institute, Inc.

The course is NOT intended to:

• ‘Teach’ how to perform the techniques or how to conduct

the tasks presented.

• Remember that the PMI-PBA is an experienced based

exam. Therefore the intent of the prep course is to:

• Bring together and review key concepts.

• Help students assess readiness by practicing exam

questions.

Prep Course - Out of Scope

43 PMI-PBA is a registered trademark of the Project Management Institute, Inc.

The business analysis tasks performed to analyze a

problem or opportunity and to analyze the current

state of the organization in order to determine which

solution options if pursued, will allow the organization

to meet its desired future state.

44

Needs Assessment

PMI, Business Analysis for Practitioners: A Practice Guide - 2015, Page 8.

45

Business Analysis Planning

The business analysis “work that is conducted to

define the business analysis approach and plan for

the completion of the requirements-related activities

necessary to meet the needs of the project.”

PMI, Business Analysis for Practitioners: A Practice Guide - 2015, Page 8.

46

Requirements Elicitation/Analysis

“The iterative nature of the work performed to plan,

prepare, and conduct requirements elicitation and to

analyze and document the results of that work.”

PMI, Business Analysis for Practitioners: A Practice Guide - 2015, Page 9.

47

Traceability and Monitoring

“The comprehensive set of activities for approving

requirements and managing changes to

requirements throughout the project life cycle.”

PMI, Business Analysis for Practitioners: A Practice Guide - 2015, Page 9.

48

Solution Evaluation

“The business analysis tasks performed to validate a solution

that is either implemented or ready to be implemented.”

PMI, Business Analysis for Practitioners: A Practice Guide - 2015, Page 9.

49

Conclusion

• PMI-PBA is gaining momentum in the market

• PMI is well known by organizations

• PMI is strong/growing professional organization

• Certification helps distinguish yourself

• Provides professional development opportunity

• Provides a common language across teams

• Compliments PMP or CBAP®

PMP and PMI-PBA are registered marks of the Project Management Institute, Inc.