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October 13, 2015
Welcome to
Presented by
Laura Paton
MBA, CBAP®
, PMP®
,
PMI-PBA®
, CSM
“Great environment!”
Anthony, Manager with IT infrastructure provider
Upcoming Webinars for
Project Managers & Business Analysts!
“Class was interactive and that kept my attention to learn more.”
Michele, Business Analyst with property casualty insurance group
10/21/15
How Business Analysts Provide Value in
Today’s Work
Lou Bergner
10/29/15
Managing a Project with Your Team
Laura Gray
E x p e r t I n s t r u c t i o n i n L e a d i n g T e c h n o l o g i e s
“MaxTrain is still my favorite training provider.”
David, Project Manager with non-profit hospital system
About MAX
Public, Private, Custom Classes, anytime, anywhere, anyway.
“Thank you! Staff at MAX is outstanding!”
Jason, Business Analyst with IT infrastructure provider
Housekeeping
About our speaker
“MAX has a great set-up for learning!”
Bill, decision maker with IT infrastructure provider
Laura Paton
MBA, CBAP ®, PMP ®, PMI-PBA®,CSM
 Laura has over 30 years of progressive IT experience; 22 years in
Business Analysis, 10 years of it Project Management and 9 years
overseeing BA resources, strategy, processes, standards and tools.
 Over 9 years as a BA/PM instructor at both corporate and collegiate
levels. International work with volunteer teams to advance the
practice of Business Analysis to building standards, practice guides,
and develop training and webinars.
 BA Professional Development Contributions:
Chair of BABOK®
3.0 (2010 – 2014)
Project Manager IIBA®
BABOK®
version 2.0
Lead Author/Chair PMI BA Practice Guide
BA/PM Instructor
• 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
7
PMI-PBA is a registered trademark of the Project Management Institute, Inc.
Why PMI is Addressing
Business Analysis
8
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
9
[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
10
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.
11
Common Interests & Shared Goals
At the end of the day, both the project manager and
business analyst share the same goals.
12
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
13
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
14
PMI’s Products/Services in
Business Analysis
15
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
16
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/
17
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
18
PMI-PBA Exam
19
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.
20
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
21
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.
22Source: 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%
23
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.
24
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
25
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.
26
Exam Eligibility
27
Eligibility Requirements
Applicants must meet requirements in four areas:
1. Educational experience
2. Business analysis experience
3. General project experience
4. Business analysis training
28
Source: PMI-PBA Handbook
Educational Experience
• Minimally a high school diploma
• Higher education reduces the amount of business analysis
experience required
29
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
30
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!
31
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
32
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.
33
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
34
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
***
35
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
36
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
37PMI-PBA is a registered trademark of the Project Management Institute, Inc.
Preparing for the PMI-PBA
38PMI-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
39
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
40
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
41
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
42
Reference Materials
43
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
44
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
45
PMI-PBA Prep Course
46
• 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
47
PMI-PBA is a registered trademark of the Project Management Institute, Inc.
The course is intended to:
• Provide an overview of the PMI-PBAcertification 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
48PMI-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
49PMI-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.
50
Needs Assessment
PMI, Business Analysis for Practitioners: A Practice Guide - 2015, Page 8.
51
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.
52
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.
53
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.
54
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.
55
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.
“MAX leads the way!”
Ben, IT Professional with regional technology provider.
PROMOTIONS
The Offer
Register, pay for and attend any 2 public
classes (Classes scheduled on the MAX
website) by December 31, 2015 and receive
a FREE class of equal or lesser value.
Learn More…
20% off of the classes listed on the
next slide – for attendees only!
Call before 5pm Friday, Oct. 16,
2015 to register and get this deal.
513-322-8888
Business Professional Training
Professional Skills
Agile / Scrum
ITIL - ITSM
Leadership
Project Management
Process Management
Business Analysis & Solutions
Business Writing
Microsoft Solutions Framework
Train The Trainer
“Excellent Program. Now I clearly understand the critical
importance of preparing for a project.”
Cecily, Project Manager with regional university.
50+ Courses for Business Professionals. Select Few Include:
www.maxtrain.com | 513-322-8888
Direct Courses of Interest Date
PMI Professional in Business Analysis (PMI-PBA®) Nov. 9-10
Related Courses of Interest Date
Strategic Business Analysis Oct. 15
Tools for Conducting Effective Meetings Oct. 16
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Project Time Management Oct. 26-27
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Project Risk Management Nov 9 - 10
PMP Exam Prep Course Nov. 16-20
Planning and Managing Agile Projects Dec. 2-4
Managing a Project with Your Team Dec. 3-4
Microsoft Project 2010 and 2013 all Levels Oct. – Dec.
20% off of these
classes for attendees.
Call before 5pm
Friday, Oct. 16, 2015
to register and get this
deal.
513-322-8888
1. Money Back Guarantee
2. Employer Insurance If a MAX-trained employee
leaves your company within six months of completing
training at MAX, we will re-train his/her replacement for
free.
3. Free Retake If the class is running and there is a
seat available – you’re in at no additional cost.
4. Guaranteed to Go When four students are
registered for a public class - the show goes on.
5. Food, Games, and Really Fast Computers
At MAX, we think learning should be fun. Our primary
goal is to put a hot computer in front of every student,
plenty of legroom, a generous work surface, and
comfy training. In MAX’s roomy lounge, students snarf
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Visit: www.maxtrain.com
Call: 513-322-8888, 866-595-6863
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Thank you!
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Preparing for pmi ba exam

  • 1. October 13, 2015 Welcome to Presented by Laura Paton MBA, CBAP® , PMP® , PMI-PBA® , CSM “Great environment!” Anthony, Manager with IT infrastructure provider
  • 2. Upcoming Webinars for Project Managers & Business Analysts! “Class was interactive and that kept my attention to learn more.” Michele, Business Analyst with property casualty insurance group 10/21/15 How Business Analysts Provide Value in Today’s Work Lou Bergner 10/29/15 Managing a Project with Your Team Laura Gray
  • 3. E x p e r t I n s t r u c t i o n i n L e a d i n g T e c h n o l o g i e s
  • 4. “MaxTrain is still my favorite training provider.” David, Project Manager with non-profit hospital system About MAX Public, Private, Custom Classes, anytime, anywhere, anyway.
  • 5. “Thank you! Staff at MAX is outstanding!” Jason, Business Analyst with IT infrastructure provider Housekeeping
  • 6. About our speaker “MAX has a great set-up for learning!” Bill, decision maker with IT infrastructure provider Laura Paton MBA, CBAP ®, PMP ®, PMI-PBA®,CSM  Laura has over 30 years of progressive IT experience; 22 years in Business Analysis, 10 years of it Project Management and 9 years overseeing BA resources, strategy, processes, standards and tools.  Over 9 years as a BA/PM instructor at both corporate and collegiate levels. International work with volunteer teams to advance the practice of Business Analysis to building standards, practice guides, and develop training and webinars.  BA Professional Development Contributions: Chair of BABOK® 3.0 (2010 – 2014) Project Manager IIBA® BABOK® version 2.0 Lead Author/Chair PMI BA Practice Guide BA/PM Instructor
  • 7. • 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 7 PMI-PBA is a registered trademark of the Project Management Institute, Inc.
  • 8. Why PMI is Addressing Business Analysis 8
  • 9. 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 9 [1] PMI’s Pulse of the Profession® : Requirements Management — A Core Competency for Project and Program Success August 2014
  • 10. • 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 10 Business Analysis - a Core Competency
  • 11. 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. 11
  • 12. Common Interests & Shared Goals At the end of the day, both the project manager and business analyst share the same goals. 12 The success of the project!!
  • 13. 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 13
  • 14. 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 14
  • 16. 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 16
  • 17. 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/ 17
  • 18. 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 18
  • 20. 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. 20
  • 21. 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 21
  • 22. 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. 22Source: PMI-PBA® Handbook
  • 23. 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% 23 Source: PMI-PBA Handbook PMI-PBA is a registered trademark of the Project Management Institute, Inc.
  • 24. 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. 24 Source: PMI-PBA Handbook
  • 25. 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 25 Source: PMI-PBA Handbook PMI-PBA is a registered trademark of the Project Management Institute, Inc.
  • 26. 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. 26
  • 28. Eligibility Requirements Applicants must meet requirements in four areas: 1. Educational experience 2. Business analysis experience 3. General project experience 4. Business analysis training 28 Source: PMI-PBA Handbook
  • 29. Educational Experience • Minimally a high school diploma • Higher education reduces the amount of business analysis experience required 29 Source: PMI-PBA Handbook
  • 30. 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 30 Source: PMI-PBA Handbook
  • 31. 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! 31 Business Analysis Experience Source: PMI-PBA Handbook
  • 32. • 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 32 Source: PMI-PBA Handbook PMP, PgMP, and PMI-PBA are registered marks of the Project Management Institute, Inc.
  • 33. • 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. 33 General Project Experience Source: PMI-PBA Handbook
  • 34. 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 34 Source: PMI-PBA Handbook
  • 35. * 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 *** 35 PMP and PgMP are registered marks of the Project Management Institute, Inc.
  • 36. 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 36 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.
  • 37. 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 37PMI-PBA is a registered trademark of the Project Management Institute, Inc.
  • 38. Preparing for the PMI-PBA 38PMI-PBA is a registered trademark of the Project Management Institute, Inc.
  • 39. 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 39
  • 40. 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 40
  • 41. 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 41
  • 42. 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 42
  • 44. 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 44
  • 45. 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 45
  • 47. • 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 47 PMI-PBA is a registered trademark of the Project Management Institute, Inc.
  • 48. The course is intended to: • Provide an overview of the PMI-PBAcertification 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 48PMI-PBA is a registered trademark of the Project Management Institute, Inc.
  • 49. 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 49PMI-PBA is a registered trademark of the Project Management Institute, Inc.
  • 50. 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. 50 Needs Assessment PMI, Business Analysis for Practitioners: A Practice Guide - 2015, Page 8.
  • 51. 51 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.
  • 52. 52 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.
  • 53. 53 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.
  • 54. 54 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.
  • 55. 55 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.
  • 56. “MAX leads the way!” Ben, IT Professional with regional technology provider.
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  • 58. Business Professional Training Professional Skills Agile / Scrum ITIL - ITSM Leadership Project Management Process Management Business Analysis & Solutions Business Writing Microsoft Solutions Framework Train The Trainer “Excellent Program. Now I clearly understand the critical importance of preparing for a project.” Cecily, Project Manager with regional university. 50+ Courses for Business Professionals. Select Few Include: www.maxtrain.com | 513-322-8888 Direct Courses of Interest Date PMI Professional in Business Analysis (PMI-PBA®) Nov. 9-10 Related Courses of Interest Date Strategic Business Analysis Oct. 15 Tools for Conducting Effective Meetings Oct. 16 Effective Project Management Oct. 22-23 Project Time Management Oct. 26-27 Project Cost Management Oct. 28-29 Project Risk Management Nov 9 - 10 PMP Exam Prep Course Nov. 16-20 Planning and Managing Agile Projects Dec. 2-4 Managing a Project with Your Team Dec. 3-4 Microsoft Project 2010 and 2013 all Levels Oct. – Dec. 20% off of these classes for attendees. Call before 5pm Friday, Oct. 16, 2015 to register and get this deal. 513-322-8888
  • 59. 1. Money Back Guarantee 2. Employer Insurance If a MAX-trained employee leaves your company within six months of completing training at MAX, we will re-train his/her replacement for free. 3. Free Retake If the class is running and there is a seat available – you’re in at no additional cost. 4. Guaranteed to Go When four students are registered for a public class - the show goes on. 5. Food, Games, and Really Fast Computers At MAX, we think learning should be fun. Our primary goal is to put a hot computer in front of every student, plenty of legroom, a generous work surface, and comfy training. In MAX’s roomy lounge, students snarf up munchies, and sip their favorite brew from a bottomless pot. Visit: www.maxtrain.com Call: 513-322-8888, 866-595-6863 Email: info@maxtrain.com Connect with us: FaceBook.com/maxtechtraining LinkedIn.com/company/max-technical- training Twitter: @MAXCincinnati YouTube.com/maxtechnicaltraining “MAX provides a very comfortable and relaxed environment for training. I especially liked that MAX provided drinks, snacks, pens, highlighters, etc.” David, IT Professional with international technical staffing organization.
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Notas do Editor

  1. Instructor Notes: After presenting this slide, ask students to comment on these results. Have students had similar experiences on projects they have been involved in? For students who have worked for different organizations, have they been able to recognize differences in business analysis maturity levels across companies? Do students relate to the results that PMI is reporting on?
  2. Instructor Notes: Explain that requirements management is not a ‘new’ concept for PMI. Recognizing the importance of good requirements management processes has been a gradual progression, but recent research in 2014 e.g. PMI’s Pulse of the Profession report on requirements management provides ‘in depth’ information informing us that projects and programs are failing as a result of poor requirements practices. It is because of this, that PMI could not avoid further addressing requirements management. PMI is dedicated to helping its members improve project success rates; hence goal is not possible without addressing the critical competency of business analysis and requirements management.
  3. Instructor Notes: Explain that requirements management is not a ‘new’ concept for PMI. Recognizing the importance of good requirements management processes has been a gradual progression, but recent research in 2014 e.g. PMI’s Pulse of the Profession report on requirements management provides ‘in depth’ information informing us that projects and programs are failing as a result of poor requirements practices. It is because of this, that PMI could not avoid further addressing requirements management. PMI is dedicated to helping its members improve project success rates; hence goal is not possible without addressing the critical competency of business analysis and requirements management.
  4. Instructor Notes: Explain that requirements management is not a ‘new’ concept for PMI. Recognizing the importance of good requirements management processes has been a gradual progression, but recent research in 2014 e.g. PMI’s Pulse of the Profession report on requirements management provides ‘in depth’ information informing us that projects and programs are failing as a result of poor requirements practices. It is because of this, that PMI could not avoid further addressing requirements management. PMI is dedicated to helping its members improve project success rates; hence goal is not possible without addressing the critical competency of business analysis and requirements management.
  5. Instructor Notes: Explain that requirements management is not a ‘new’ concept for PMI. Recognizing the importance of good requirements management processes has been a gradual progression, but recent research in 2014 e.g. PMI’s Pulse of the Profession report on requirements management provides ‘in depth’ information informing us that projects and programs are failing as a result of poor requirements practices. It is because of this, that PMI could not avoid further addressing requirements management. PMI is dedicated to helping its members improve project success rates; hence goal is not possible without addressing the critical competency of business analysis and requirements management.
  6. Instructor Notes: The prospective certification candidate would record five months of business analysis experience. You would not count May twice.
  7. Instructor Notes: 1. Ensure students are clear that time spent at PMI chapter meetings are not eligible unless there was a training aspect associated to the meeting. 2. Self-directed learning activities such as reading books, watching instructional videos or sessions with coaches or mentors are not eligible 3. Education and training contact hours can be achieved through completing courses offered from an employer, training company, college/university, PMI Registered Education Provider, distance learning company, etc.