Business Analyst/Project Manager:

Transcription

1 Business Analyst/Project Manager: A New Partnership for Managing Complexity and Uncertainty

2 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. 2 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

3 Authors, Books and Conversations Webinar Series The ABC Webinar Series highlights books in the IIBA On line Books Library. This is an incredible value for IIBA members - if you tried to purchase these w orks individually, it w ould cost you around $15,000 US. The content of this library has been review ed and selected by the IIBA Professional Development team and includes most of the books used in the development of the BABOK Guide, making it a key reference for anyone w ho is studying for the Certification exams. 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 3

4 Outline Introductions and Housekeeping Bob s Presentation Questions and Answers 5 minutes 35 minutes 20 minutes All IIBA webinars are archived and posted to our website within 5 business days IIBA.org / Professional Development / Webinars 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 4

5 Robert K. Wysocki, PhD Co nsultant, trainer, autho r, public speaker 40+ years experience in PM: PM Methodology Des ig n Agile Pr oject M anagement Business Pr ocess I mpr ovement PM O Development Agile Portfolio Management PM skill & compet ency assessment s Author of 22 books on PM, BA and IS/IT Created the Adaptive Project Framework (APF) Developed the Blended Training/Cons ulting Model for business pr ocess design & cont inuous impr ovement Developed and customized more than 20 PM courses Trained over 10,000 senior project managers worldwide 5 ( 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

6 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 6 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

7 Question and Answer How to Ask Questions Use the Question box to ask questions. Selected questions w ill be answ ered at the end, but you can ask at any time. Shor t, specif ic questions, please! Bob Wysock, Ph.D. Maureen McVey 7 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

8 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.

9 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

10 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)

11 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.

12 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 )

13 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.

14 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

15 Focus of today s webinar Effective complex project management requires these hybrid professionals... BA PM BA/pm BA/PM or PM/BA Business Process Owner PM/ba... but the position family is not yet defined; there is no career development program for them, and no curriculum model exists.

16 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

17 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

18 A Simple & Robust Dual Career Ladder Executive Program Manager Director Professional Senior Manager Associate Manager Staff Task Manager Team Member

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

20 PM/BA Position Family Profile PM focused PM/BA or BA/PM focused BA focused PM = PM/ba= PM/BA= BA/PM = BA/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

21 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.

22 The Green Zone for the New Professionals The future PM and BA career opportunities will come from this green zone.

23 BA and PM Core Skill Areas & Proficiency Levels Core Skill Areas PM Technical BA Technical Personal Interpersonal Behavioral Business PM/BA 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

24 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

25 The PM & BA Landscape Short-term Career Growth PM/ba Task Leader to PM/ba Associate Manager

26 The PM & BA Landscape Short-term Career Growth PM/ba Task Leader to PM/BA Task Leader

27 The PM & BA Landscape Aggressive Career Growth PM/ba Task Leader to PM/BA Associate Manager

28 The PM & BA Landscape Long-term Career Goal Path BA Team Member to BA/PM Sr. Manager

29 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

30 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?

31 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

32 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?

33 Thanks for your participation! I d be happy to answer any further questions. You may reach me at: rkw@eiicorp.com

34 IIBA Webinars Visit IIBA.org for our Webinar Schedule! BA Effective Communication Webinar Series - first Tuesday of every month BA Technical Webinar Series 4 th Tuesday of every month Spotlight Webinar Series every m onth Vendor Showcase Webinar Series every month 34 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

35 Question and Answer How to Ask Questions Use the Question box to ask questions. Selected questions w ill be answ ered at the end, but you can ask at any time. Shor t, specif ic questions, please! Bob Wysock, Ph.D. Maureen McVey 35 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

36 Contact Information Register for more webinars on the Professional Development page of our website under Webinars. IIBA.org/PD community.iiba.org Robert K. Wysocki, PhD President, EII Publications International Institute of Business Analysis 36

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