What is the New PMI-PBA Certification?

What is the New PMI-PBA Certification?

David Mantica

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President of ASPE, Inc., a division of Fortis College

Nearly 20 years as a business leader in the training industry

Specialist in B2B continuing education

Brings deep experience to roles in executive, product management, marketing, and operations capacities

Has led or conducted product management efforts around more than 300 training courses


Agenda

Vision for new certificationDemographicApplication requirements FeesExam content blueprint Domains and tasksTraining options Connection with IIBA accreditations


Resources

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

PMI Professional in Business Analysis (PMI-PBA) Exam Content Outline


Why Business Analysis for PMI?

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

It is simple:PMI recognizes that business analysis and using the

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

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

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


Vision for New Certification

If it has ties to project management, PMI wants to be a part of it. They see project management above any specific method or practice and say this certification:Recognizes individual expertise in business analysis and

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

Carries a high level of professional credibility; To earn it, you need to know business analysis principles, practices, tools, and techniques

Supports individuals in meeting the needs of organizations that rely on business analysis practitioners

Focuses on the work of business analysis NOT the role


Demographics

Employers, PMI wants you to know that:Business analysis work is critical to project success and it

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

Employees, PMI wants to give you:An ability to show you can wear both the project manager

(PM) and business analyst (BA) hats within a projectA certification even if you’re not a BAA way to map business analysis work into the PMI

project structure


Application Requirements

Type of Experience HS Diploma or Global Equivalent

BA Degree or Global Equivalent

Minimum Business Analysis Experience

(BA experience can overlap with your project experience)

7,500 hours within 8 consecutive years

4,500 hours within 8 consecutive years

Project Experience(PMP or PgMP holders have this waived)

2,000 hours on project teams

2,000 hours on project teams

Business Analysis Education

35 hours 35 hours


PMI-PBA Certification Fees


Snapshot of Continuing Certification Requirements (CCRs)

Must follow to maintain an active certificationPMI-PBA certification cycle is three years from date of

exam passNo less than 60 professional development units (PDUs)

in specialized area of business analysis Use the on-site CCR system to report PDUsComplete online application for renewal

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


Snapshot of CCRs (cont.)

No more than 45 PDUs per cycle for giving back to profession

Only 20 extra PDUs can be carried over to another cycleYou can align your PMI-PBA with your PMP or PgMPYour PMI-PBA PDUs can count toward your PMP or

PgMP PDUs


Things to Know

Once you start the application process, you have 90 days to complete

There are requirements for those with and without a four-year college degree

Apply online if at all possible (takes five business days to process)Individual paper takes 10 business days, and corporate

paper takes 20 business daysCan’t schedule exam until application is approved and

fees paid


Things to Know (cont.)

If you are audited (up to 25% of applications are randomly audited), you have 90 days to respond and no eligibility until successful completion of audit

You have one year to take exam after application approval, and you can retake the exam three times during that year

Your certification cycle starts the day you pass your exam and your cycle is three years.

You need 60 PDUs in that cycle (in specialized area of business analysis)


Things to Know (cont.)

You complete the renewal process once you have 60 PDUs and pay the renewal fee

Certification suspension happens on the third anniversary of the day you passed your exam and you have yet to renew (one-year period)

Certification expires after suspension period if you do not fulfill your recertification requirement

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


PMI-PBA Exam Overview

200 questions175 scored questions25 unscored questions

Exam time = four hoursExam is preceded by a tutorial and followed by a survey;

both are optionalExam admin

Prometric CBT siteCorporate sponsors


PMI-PBA Exam Blueprint

Domain TasksPercentage of

Questions

1: Needs Assessment 5 18%

2: Planning 6 22%

3: Analysis 8 35%

4: Traceability and Monitoring 5 15%

5: Evaluation 4 10%


Domain 1: Needs Assessment (18%)

Understanding business problems, evaluating options, and finding solutionsTask 1: Define or review a problem; use problem or opportunity analysis techniques; develop scope statement to provide business case input.Task 2: Use valuation tools and techniques to determine value proposition of initiative.Task 3: Provide clarification of business needs and solution scope to align product with organization's goals and objectives.Task 4: Identify stakeholders.Task 5: Determine stakeholder values using elicitation techniques to provide baseline for prioritizing requirements.


Domain 2: Planning (22%)

Managing business analysis activities by establishing requirements management plan, requirements traceability, change management document control, and acceptance criteriaTask 1: Use business case and project goals and objectives to plan activities.Task 2: Define requirements traceability; use traceability tools and techniques to monitor and validate requirements.Task 3: Develop requirements management plan; identify stakeholders, roles and responsibilities, communication protocols, and methods for eliciting, analyzing, documenting, managing, and approving requirements.


Domain 2: Planning (22%) (cont.)

Task 4: Develop methods of requirements change control to handle managing changes and incorporate into the change management plan.

Task 5: Select methods of document control; use documentation management tools and techniques for a standard tied to requirements traceability and versioning.

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


Domain 3: Analysis (35%)

Focuses on managing requirements, including eliciting, analyzing, decomposing, accepting, approving, specifying, and validatingTask 1: Elicit or identify requirements using elicitation techniques to discover or capture requirements with supporting details (origin or rationale).Task 2: Analyze, decompose, and elaborate requirements using techniques such as dependency analysis, interface analysis, and data and process modeling to find product options and capabilities.Task 3: Use decision-making and valuation techniques to accept, defer, or reject requirements.


Domain 3: Analysis (35%) (cont.)

Task 4: Allocate accepted or deferred requirements by balancing scope schedule, budget, and resources constraints with the value proposition using prioritization, dependency analysis, and decision-making tools and techniques.

Task 5: Obtain sign-off on requirements baseline; use techniques to facilitate stakeholder approval.

Task 6: Write requirements specification using tools (like use cases or user stories) to communicate requirements that are measurable and actionable.

Task 7: Validate requirements using tools to ensure requirements are complete, accurate, and aligned with goals, objectives, and value propositions.

Task 8: Build acceptance criteria metrics to validate whether the solution meets requirements.


Domain 4: Traceability and Monitoring (15%)

Managing the life cycle of requirements with tasks that include continuously monitoring and documenting requirements as well as communicating status to stakeholdersTask 1: Track requirements using traceability artifacts or tools, capturing the requirements’ status, sources, and relationships to show proof of delivery.Task 2: Monitor requirements throughout lifecycle using tools like models, documentation, and test cases.Task 3: Update requirements status through its lifecycle; Communicate changes and track requirements towards closure.


Domain 4: Traceability and Monitoring (15%) (cont.)

Task 4: Communicate requirements status to project manager and other stakeholders.

Task 5: Manage changes to requirements in accordance to the change control plan.


Domain 5: Evaluation (10%)

Assessment of how well the delivered solution fulfills the requirements and meets the business needs. Tasks within this domain include testing the solution, determining if there are gaps, and obtaining sign-offsTask 1: Validate the solution’s test results, reports, and other test evidence against the requirements acceptance criteria to determine solution’s match to need.Task 2: Analyze and communicate the solution’s identified gaps and deltas using quality assurance tools and methods in order to enable stakeholders to resolve discrepancies between solution scope, requirements, and developed solution.


Domain 5: Evaluation (10%) (cont.)

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

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


Top 20 (of 40) Skills and Knowledge Topics

1. Analytic tools and techniques

2. Backlog management

3. Business rules analysis and techniques

4. Change control tools and techniques

5. Data analysis tools and techniques

6. Development methodologies (agile is in there)

7. Elicitation tools and techniques

8. Facilitation tools and techniques

9. Interface analysis (prototyping/storyboarding)

10. Planning tools and techniques

11. Prioritization tools and techniques

12. Problem solving and opportunity identification

13. Process analysis

14. Requirements traceability tools and techniques

15. Requirement types

16. Root cause analysis

17. Stakeholder analysis

18. Validation tools and techniques

19. Valuation tools and techniques

20. Version control tools and techniques


References

A Guide to the Project Management Body of Knowledge (PMBOK® Guide)—Fifth Edition, Project Management Institute, Inc., 2013

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

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

Business Teams Develop and Manage Requirements by Ellen Gottesdiener Unearthing Business Requirements: Elicitation Tools and Techniques by Kathleen

Hass, Rosemary Hossenlopp Customer-Centered Products: Creating Successful Products Through Smart

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

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


PMP-PBA Certification Boot Camp

Preparation course for PMI-PBA certification exam Intensive four-day program Includes study guide Provides 35 PDUs required for the applicationWill provide feedback on how to properly prepare your

application Includes a pass guarantee


Connection with International Institute of Business Analysis (IIBA) Designations

Anyone’s guess? But…Most likely will be seen as less than the CBAP

certification, because requirements for CBAP are much more difficult and specific

Could devalue the CCBACould cause industry confusion between BABOK and

PMP Requirements Management Community of Practice Will be seen as a faster route to BA certification Seeing a lot more non-BAs getting certified: PMs,

developers, systems analyst, agile professionals


To Claim Your PDU for This Seminar

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

You can submit your PDU by mail or electronically.The ativity code for today’s presentation is WS050414

and ASPE’s REP number is 2161.Seminars are Category A for one PDU.


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Recommended Global Knowledge Courses

PMI-PBA Certification Boot Camp Business Analysis Essentials Requirements Development,

Documentation, and Management Business Process Analysis Modeling Techniques for BAs

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