Business Analyst/Project Manager:

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Business Analyst/Project Manager:

A New Partnership for

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Develop and maintain standards for

the practice of business analysis and

for the certification of its practitioners

IIBA

®

is an international not-for-profit

professional association for

business analysts.

The world's leading association for

Business Analysis professionals

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Authors, Books and Conversations Webinar Series

•

The ABC Webinar Series highlights books in the IIBA On

line Books Library.

This is an incr edible value f or IIBA member s - if you tr ied to

pur chase these w or ks individually, it w ould cost you ar ound

$15,000 US.

The content of this libr ar y has

been r eview ed and selected by

the IIBA Pr of essional Development

team and includes most of the

books used in the development of

the BABOK® Guide, making it a

key r ef er ence f or anyone w ho is studying f or the Cer tif ication

exams.

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Introductions and Housekeeping 5 minutes

Bob’s Presentation

35 minutes

Questions and Answers

20 minutes

All IIBA webinars are archived and posted to our website

within 5 business days – IIBA.org / Professional

Development / Webinars

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( C ) I n t e r n a t i o n a l I n s t i t u t e o f B u s i n e s s A n a l y s i s

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Robert K. Wysocki, PhD

C o nsultant, trai ner, autho r, publi c speaker

40+ years experi ence i n P M :

PM M et hodology Des ig n Agile Pr ojec t M anagement

Bus ines s Pr oc es s I mpr ovement PM O Development

Agile Por t f olio M anagement

PM s k ill & c ompet enc y as s es s ment s

A utho r o f 22 bo o ks o n P M , B A and IS /IT

Cr eat ed t he Adapt ive Pr ojec t Fr amew or k ( APF)

Developed t he Blended Tr aining/ Cons ult i ng M odel f or bus ines s

pr oc es s des ign & c ont inuous impr ovement

D e v e l o p e d a n d c u s t o mi ze d mo r e t h a n 2 0 P M c o u r s e s T r a i n e d o v e r 1 0 , 0 0 0 s e n i o r p r o j e c t ma n a g e r s w o r l d w i d e

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Maureen McVey, CBAP has 14+ years of experience as a

business analyst and is a founding member of IIBA.

Ms. McVey has provided business analysis services for

many different industry sectors including; banking, finance,

insurance, government, Policing and manufacturing and has been

working within the I.T. industry for over 25 years.

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As the Head of Learning and Development, Ms. McVey is accountable

to business analysts in the areas of competency and career

development. She supports corporations by providing process and

business analyst competency assessments. Ms. McVey assesses

academic business analysis programs ensuring alignment of those

programs to the IIBA Business Analysis Body of Knowledge®

(BABOK® ) and Competency Assessment Model v 3.o

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Question and Answer

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How to Ask Questions

Use the Question box to ask questions.

Selected questions w ill be answ er ed

at the end, but you can ask at any time.

Shor t, specif ic questions, please!

Maureen McVey

Bob Wysock, Ph.D.

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presented by Robert K. Wysocki, PhD President EII Publications

Defining the PM/BA Position Family

Webinar sponsored by the IIBA September 11, 2012

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Meet Bob Wysocki

Consultant, trainer, author, public speaker

40+ years experience in PM and BA:

PM Methodology Design Agile Project Management

Business Process Management PMO Development

Agile Portfolio Management

Career & Professional Development

Author of 22 books on PM, BA and IS/IT

Created the Adaptive Project Framework (APF)

Developed the Blended Training/Consulting Model for

business process design & continuous improvement

Developed and customized more than 20 PM & BA courses

Trained over 10,000 project managers worldwide

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The business analyst is being called upon to take more

responsibility for project management. (CIO Insight)

The project manager is being called upon to take more

responsibility for business analysis. (CIO Insight)

Over 70% of all projects require both project management

and business analysis expertise. (EII Publications)

Lack of client involvement is the major reason for project

failure (Standish Group Chaos Report)

The enterprise needs more generalists for critical mission

projects in a complex and uncertain world. (CIO)

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On November 14, 2009 I conducted a variety of searches of

the 3 major online job markets listed below. I was looking for

positions requiring both significant PM and BA skills and

experiences. I got the following results:

Monster: 1390 positions Dice: 204 positions HotJobs: 322 positions

TOTAL: 1916 open PM/BA hybrid positions!

Job market for the PM/BA hybrid professional

So there is a demand for these hybrid professionals.

But where are the qualified candidates?

And who has programs to prepare them?

NOTE: I did not identify or try to remove duplicates.

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BA/PM book

The recognized needs have been largely ignored in the

published literature and were the motivation for my

writing this applications-oriented book.

The Business Analyst/Project Manager: A New

Partnership for Managing Complexity and Uncertainty

(2011, New York, NY: John Wiley & Sons, Inc.

ISBN 978-0-470-76744-3)

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Table of Contents

Introduction

CH1: PM & BA Project Life Cycle Collaboration

CH2: A Generic-Dual-Career Path Model CH3: PM/BA Position Family

CH4: PM/BA Skill Profiles CH5: The Project Landscape

CH6: Integrating the PM/BA into the Landscape CH7: PM/BA Career & Professional Development

Appendices

A: Skill/Proficiency-Level Matrices for the Position Levels in the Project Landscape B: PM/BA, PM and BA Training Providers C: PM/BA Curriculum

In this webinar we’ll focus on the 3 bolded chapters.

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One of the many testimonials I have received

“Bob has written the most comprehensive book to date on the roles of the PM and BA. He correctly asserts there is not one right way to assign these resources to every project. The complexity and

differing characteristics of individual project types must be

considered when deciding which roles and which individuals will excel on each project. Bob provides very specific recommendations that will help managers select the right person for the right role.”

Barbara Carkenord, CBA Cofounder, Chief Curriculum Strategist B2T Training

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Focus of today’s webinar

BA Business Process Owner PM BA/pm PM/ba BA/PM or PM/BA

Effective complex project management requires these hybrid professionals . . .

. . . but the position family is not yet defined; there is no career development program for them, and no curriculum model exists.

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The New PM/BA Position Family

Professional Development of the PM/BA

Career Planning of the PM/BA

Call to Action – Career & Professional Development

Call to Action – An Innovative Curriculum Model

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Be aware of the needs for the new hybrid professional

Understand the structure of the PM/BA position family

Know the contents of a PM/BA development program

Have a high level view of the curriculum model

4 takeaways from today’s webinar

A Hybrid PM/BA Professional for Complex Project Management

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A Simple & Robust Dual Career Ladder

Executive

Professional

Staff

Program Manager Director Senior Manager Associate Manager Task Manager Team Member

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Outside the box thinking on a BA position family

A Hybrid PM/BA Professional for Complex Project Management

Further outside the box thinking Integrate a PM version into the

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PM/BA Position Family Profile

PM = PM with little or no business analysis skills or competencies

PM/ba= PM with minimal business

analysis skills & competencies

PM/BA = PM with advanced business analysis skills & competencies

BA/PM = BA with advanced project

management skills & competencies

BA/pm = BA with minimal project

management skills & competencies

BA = BA with little or no project

management skills & competencies PM focused

BA focused PM/BA or BA/PM focused

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The PM/BA Position Family Matrix

Each cell may contain multiple positions. Each position in a cell must meet the minimum skill profile for that cell.

Some of the 48 cells may be empty. The rows of the matrix can

be adapted and/or expanded to align with the organization.

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The Green Zone for the New Professionals

The future PM and BA career opportunities will come from this green zone.

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BA and PM Core Skill Areas & Proficiency Levels

PM / BA PM / BAPM / BA PM / BA

Core Skill Areas

PM Technical BA Technical Personal Interpersonal Behavioral Business

Proficiency Levels

(Bloom’s Taxonomy) I never heard of it

I can define it

I understand it (no experience) I have limited experience

I have extensive experience

I can adapt it to related applications I am recognized as an expert

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Experience acquisition

Further experience needed in your current position

On-the-job training

Training to increase proficiencies in your current position

Off-the-job training

Training to increase the proficiencies for your future position

Professional activities

A combination of reading, professional society involvement, conference attendance and networking with other professionals

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The PM & BA Landscape – Short-term Career Growth

PM/ba Task Leader to PM/ba Associate Manager

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The PM & BA Landscape – Short-term Career Growth

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The PM & BA Landscape – Aggressive Career Growth

PM/ba Task Leader to PM/BA Associate Manager

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The PM & BA Landscape – Long-term Career Goal Path

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The PM & BA Landscape – A Smarter Career Goal Path

BA Team Member to BA/PM Sr. Manager

Reach the PM/BA or BA/PM sectors ASAP

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Design and deploy an internet-based Career and

Professional Development System (C&PDS) to guide

professionals to become both project managers and

business analysts so that they are fully capable of

effectively participating in projects at all levels of

complexity and uncertainty.

Call to Action – Career & Professional Development

Any takers?

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Call to Action – Curriculum Model

This curriculum model aligns with a typical business process model and does not

suggest a course pre-requisite

structure.

A Hybrid PM/BA Professional for Complex Project Management

Further outside the box thinking Design a project/problem oriented curriculum for a team-based delivery format

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Finalize the definition of the PM/BA position family

Establish the proficiency profile of each PM/BA position

Design and deploy the PM/BA curriculum & courses

A Call to Action – Curriculum & Course Development

Any takers?

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Thanks for your participation!

I’d be happy to answer any further questions.

You may reach me at: [email protected]

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•

Visit IIBA.org for our Webinar Schedule!

BA Effective Com m unication Webinar Series - first

Tuesday of every m onth

BA Technical Webinar Series – 4

th

Tuesday of every

m onth

Spotlight Webinar Series – every m onth

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35

Question and Answer

•

How to Ask Questions

Use the Question box to ask questions.

Selected questions w ill be answ er ed

at the end, but you can ask at any time.

Shor t, specif ic questions, please!

Maureen McVey

Bob Wysock, Ph.D.

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Robert K. Wysocki, PhD

President, EII Publications

[email protected]

Register for m ore webinars on the Professional

Development page of our website – under Webinars.

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Changing Change.

Develop the Professional. Develop the Profession.