What We Will Discuss Today

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

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

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Why PMI is Addressing
Business Analysis

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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

[1] PMIs Pulse of the Profession : Requirements Management A

Core Competency for Project and Program Success August 2014
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Business Analysis - a Core Competency

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] PMIs Pulse of the Profession : Requirements Management A Core Competency for Project and Program
Success August 2014

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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.
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Common Interests & Shared Goals

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

business analyst share the same goals.

The success of the project!!

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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.

PMIs Pulse of the Profession : Requirements Management A Core

Competency for Project and Program Success August 2014

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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.

PMIs Pulse of the Profession : Requirements Management A Core Competency for Project and
Program Success August 2014

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PMIs Products/Services in
Business Analysis

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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

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PMIs 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/
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PMIs 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

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PMI-PBA Exam

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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.

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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

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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.
Source: PMI-PBA Handbook 16
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%
Source: PMI-PBA Handbook

PMI-PBA is a registered trademark of the Project Management Institute, Inc. 17

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.

Source: PMI-PBA Handbook

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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 Check the PMI-PBA
PBT Member $250 handbook for further
information on
CBT Non-Member $555 reexamination and
certification renewal fees
PBT Non-member $400
Source: PMI-PBA Handbook

PMI-PBA is a registered trademark of the Project Management Institute, Inc. 19

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.

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Exam Eligibility

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Eligibility Requirements

Applicants must meet requirements in four areas:

1. Educational experience
2. Business analysis experience
3. General project experience
4. Business analysis training

Source: PMI-PBA Handbook

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Educational Experience

Minimally a high school diploma

Higher education reduces the amount of business analysis
experience required

Source: PMI-PBA Handbook

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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

Source: PMI-PBA Handbook

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Business Analysis Experience

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!

Source: PMI-PBA Handbook

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General Project Experience

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.

Source: PMI-PBA Handbook

PMP, PgMP, and PMI-PBA are registered marks of the Project Management Institute, Inc. 26
General Project Experience

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.

Source: PMI-PBA Handbook

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Training Requirements

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.

Source: PMI-PBA Handbook

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Eligibility Requirements Summary
* **

* 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
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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 CBAP /CCBA exams
- Enterprise Analysis are currently aligned to
- Requirements Analysis BABOK Guide
- Solution Assessment and Validation version 2 content

PMI-PBA
- Planning
- Elicitation
- Traceability & Monitoring
- Needs Assessment
- Analysis
- Evaluation

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.
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CBAP, CCBA, PMI-PBA

CBAP CCBA PMI-PBA
7500 hrs. of BA 3750 hrs. of BA 7500 hours/8 yrs. (HS degree)
experience experience or
Experience /10 yrs. /7 yrs. 4500 hours over past 8 years
(Bachelors degree)
900+ hours in at least 4 900+ hours in at least 4 2000 BA experience across
Knowledge Area BABOK Knowledge Areas BABOK Knowledge Areas domains on projects or
Experience programs
High School or College High School or College High School or College
Education
Degree Degree Degree
Professional Dev. 21 hours in past 4 years 21 hours in past 4 years 35 hours
2 (manager, client or 2 (manager, client or None required
Professional References
CBAP) CBAP)
Code of Conduct Yes Yes Yes
$125 Application Fee $125 Application Fee $405 exam fee
Cost $325 Exam Fee $325 Exam Fee $555 for non-members
$450 if a non-member $450 if a non-member
Renewal Period 3 years/60 CDUs 3 years/60 CDUs 3 years/60 PDUs

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

 Preparing for the PMI-PBA

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

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

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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

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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 dont renew on
time

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How to Prepare

Its experienced based

Body Of Knowledge (from PMI) doesnt 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

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Reference Materials

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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

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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

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PMI-PBA Prep Course

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Target Audience for the Course

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.

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

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Course Objectives

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.

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

Prep Course - Out of Scope

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.

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

 Needs Assessment

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.

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

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 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.

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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.

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 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.

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 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.

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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.
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