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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© 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
 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
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team and includes most of the
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Outline

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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 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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( 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
 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 It’s 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: 1390 positions
 Dice: 204 positions
 HotJobs: 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: 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.
 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 today’s webinar

Effective complex project management

requires these hybrid professionals . . .

BA PM

BA/PM
or
PM/BA
BA/pm PM/ba . . . but the position family is not
yet defined; there is no career
Business development program for them,
Process and no curriculum model exists.
Owner
 A Hybrid PM/BA Professional for Complex Project Management

Today’s 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 today’s 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 with little or no business

PM focused
analysis skills or competencies
PM/ba= PM with minimal business
analysis skills & competencies

PM/BA = PM with advanced business

PM/BA or
analysis skills & competencies
BA/PM
BA/PM = BA with advanced project
focused
management skills & competencies

BA/pm = BA with minimal project

BA focused management skills & competencies
BA = BA with little or no project
management skills & competencies
 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 PM/ BA
 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
 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?
[email protected]
 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?
[email protected]
 A Hybrid PM/BA Professional for Complex Project Management

Thanks for your participation!

I’d be happy to answer any further questions.

You may reach me at: [email protected]
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© 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
 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 | [email protected]

Robert K. Wysocki, PhD

President, EII Publications
[email protected]

© International Institute of Business Analysis

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Changing Change.
Develop the Professional. Develop the Profession. 37
© International Institute of Business Analysis