Business Analyst/Project Manager:

A New Partnership for Managing Complexity and Uncertainty

Vision and Mission

The world's leading association for Business Analysis professionals 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.

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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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Outline
Introductions and Housekeeping 5 minutes Bobs 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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Robert K. Wysocki, PhD

Co nsultant, trainer, autho r, public speaker 40+ years experience in P M :
PM M et hodology Des ig n Agile Pr oject M anagement Business Pr ocess I mpr ovement PM O Development Agile Por t f olio M anagement PM skill & compet ency assessment 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 oject Fr amew or k ( APF) Developed t he Blended Tr aining/ Cons ult i ng M odel f or business pr ocess design & cont 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, Head of Learning and Development, IIBA

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. 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

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!
Bob Wysock, Ph.D.

Maureen McVey

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After a 40+ Year Courtship Its Time for the BA and PM to Get Hitched
Defining the PM/BA Position Family

Webinar sponsored by the IIBA September 11, 2012 presented by Robert K. Wysocki, PhD President EII Publications
2012 by Robert K. Wysocki. All rights reserv ed.

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

A Hybrid PM/BA Professional for Complex Project Management

Need for a PM/BA hybrid professional

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)

A Hybrid PM/BA Professional for Complex Project Management

Job market for the PM/BA hybrid professional

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: Dice: HotJobs: 1390 positions 204 positions 322 positions

TOTAL: 1916 open PM/BA hybrid positions!

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.

A Hybrid PM/BA Professional for Complex Project Management

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)

A Hybrid PM/BA Professional for Complex Project Management

Table of Contents
Introduction CH1: CH2: CH3: CH4: CH5: CH6: CH7: PM & BA Project Life Cycle Collaboration A Generic-Dual-Career Path Model PM/BA Position Family PM/BA Skill Profiles The Project Landscape Integrating the PM/BA into the Landscape 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 well focus on the 3 bolded chapters.

A Hybrid PM/BA Professional for Complex Project Management

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

A Hybrid PM/BA Professional for Complex Project Management

Focus of todays webinar

Effective complex project management requires these hybrid professionals . . .

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

PM

PM/ba

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

A Hybrid PM/BA Professional for Complex Project Management

Todays Agenda 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

A Hybrid PM/BA Professional for Complex Project Management

4 takeaways from todays webinar

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

Be ready to stretch your thinking outside the box

A Hybrid PM/BA Professional for Complex Project Management

A Simple & Robust Dual Career Ladder

Executive

Program Manager

Director

Professional

Senior Manager Associate Manager

Staff

Task Manager Team Member

A Hybrid PM/BA Professional for Complex Project Management

Outside the box thinking on a BA position family

Further outside the box thinking Integrate a PM version into the PM/BA position family

A Hybrid PM/BA Professional for Complex Project Management

PM/BA Position Family Profile

PM = PM/ba = PM with little or no business analysis skills or competencies PM with minimal business analysis skills & competencies PM with advanced business analysis skills & competencies BA with advanced project management skills & competencies BA with minimal project management skills & competencies BA with little or no project management skills & competencies

PM focused

PM/BA or BA/PM focused

PM/BA = BA/PM =

BA/pm = BA focused BA =

A Hybrid PM/BA Professional for Complex Project Management

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.

A Hybrid PM/BA Professional for Complex Project Management

The Green Zone for the New Professionals

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

A Hybrid PM/BA Professional for Complex Project Management

BA and PM Core Skill Areas & Proficiency Levels

Core Skill Areas
PM Technical BA Technical Personal Interpersonal Behavioral Business

PM/ BA

Proficiency Levels (Blooms 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

A Hybrid PM/BA Professional for Complex Project Management

The 4 Parts of a Professional Development Program

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

A Hybrid PM/BA Professional for Complex Project Management

The PM & BA Landscape Short-term Career Growth

PM/ba Task Leader to PM/ba Associate Manager

A Hybrid PM/BA Professional for Complex Project Management

The PM & BA Landscape Short-term Career Growth

PM/ba Task Leader to PM/BA Task Leader

A Hybrid PM/BA Professional for Complex Project Management

The PM & BA Landscape Aggressive Career Growth

PM/ba Task Leader to PM/BA Associate Manager

A Hybrid PM/BA Professional for Complex Project Management

The PM & BA Landscape Long-term Career Goal Path

BA Team Member to BA/PM Sr. Manager

A Hybrid PM/BA Professional for Complex Project Management

The PM & BA Landscape A Smarter Career Goal Path

Reach the PM/BA or BA/PM sectors ASAP

BA Team Member to BA/PM Sr. Manager

A Hybrid PM/BA Professional for Complex Project Management

Call to Action Career & Professional Development 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.

Any takers? rkw@eiicorp.com

A Hybrid PM/BA Professional for Complex Project Management

Call to Action Curriculum Model

This curriculum model aligns with a typical business process model and does not suggest a course pre-requisite structure.

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

A Hybrid PM/BA Professional for Complex Project Management

A Call to Action Curriculum & Course Development 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

Any takers? rkw@eiicorp.com

A Hybrid PM/BA Professional for Complex Project Management

Thanks for your participation!

Id be happy to answer any further questions. You may reach me at: rkw@eiicorp.com

IIBA Webinars

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 Vendor Showcase Webinar Series every m onth

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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!
Bob Wysock, Ph.D.

Maureen McVey

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Contact Information
Register for m ore webinars on the Professional Development page of our website under Webinars.
IIBA.org/PD | community.IIBA.org | info@IIBA.org

Robert K. Wysocki, PhD President, EII Publications rkw@eiicorp.com

International Institute of Business Analysis

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Changing Change.
Develop the Professional. Develop the Profession.
International Institute of Business Analysis

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