CCBA® and CBAP® Certifications Study Guide - Esta Lessing - E-Book

CCBA® and CBAP® Certifications Study Guide E-Book

Esta Lessing

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Beschreibung

A handy, on-the-job reference filled with real-life scenarios to help you achieve the Certified Business Analysis Professional (CBAP®) and Certification of Capability in Business Analysis (CCBA®) certifications

Key Features

  • Gain expert guidance from Esta Lessing, a CBAP® trainer with over 18 years of business analysis experience
  • Understand BABOK® knowledge areas and tasks through examples and real-world scenarios
  • Learn business analyst skills such as stakeholder engagement, strategy analysis, and requirement elicitation

Book Description

Certified Business Analysis Professional (CBAP®) is a certification from the International Institute of Business Analysis (IIBA®) for professionals with extensive experience in business analysis. The CCBA® and CBAP® validates your proficiency in various aspects of business analysis and your ability to tackle challenging projects, work effectively with stakeholders, and identify and deliver business value.

You’ll start by learning about the benefits of CCBA® and CBAP® certifications for your career progression before focussing on the six core knowledge areas explained thoroughly in each chapter. These include topics such as business analysis planning and monitoring, elicitation and collaboration, requirements life cycle management, strategy analysis, requirements analysis, and design definition as well as solution evaluation. The book includes the essential underlying competencies and techniques to ensure a complete understanding of the BABOK® v3 guide content. Each chapter delves into the essential concepts and business analysis task considerations utilizing practical examples. Finally, you’ll assess your knowledge through mock exam questions based on real-world case studies.

By the end of this book, you’ll have gained the business analysis skills needed to prepare for the certification exams and to advance in your career.

What you will learn

  • Assess the IIBA® requirements for applying for the CCBA® and CBAP® exams
  • Navigate through the sections of the BABOK® v3 Guide
  • Understand business analysis concepts, practices and analysis techniques
  • Be able to relate concepts, tasks, and techniques to real-world practical situations
  • Understand the application of 50 practical techniques concerning the BABOK® v3 Guide knowledge area tasks
  • Identify the challenges that could hinder a business analyst from delivering value and effective business solutions

Who this book is for

This book is for business analysts, business consultants, trainers, project managers, and business professionals who are interested in preparing for the IIBA CBAP or CCBA exams. The book assumes business analysis experience.

Esta Lessing is a passionate Professional Business Analyst and educator who helps to transform Business Analysis teams to meet the increasing demand for up to date skills and capability. She founded her company, Business Analysis Excellence Pty Ltd in 2013 and her primary focus is to provide education solutions to enable Business Analysts globally to effectively deliver business value in constantly changing environments. Esta was one of the first to achieve her CBAP® designation in Australia and New Zealand and served as a Certification Role Delineation Committee member for the International Institute of Business Analysis (IIBA®).

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Veröffentlichungsjahr: 2020

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CCBA® and CBAP® Certifications Study Guide

 

 

Expert tips and practices in business analysis to pass the certification exams on the first attempt

 

 

 

 

 

 

Esta Lessing

 

 

 

 

 

 

 

 

 

 

BIRMINGHAM - MUMBAI

CCBA® and CBAP® Certifications Study Guide

Copyright © 2020 Packt Publishing

All rights reserved. No part of this book may be reproduced, stored in a retrieval system, or transmitted in any form or by any means, without the prior written permission of the publisher, except in the case of brief quotations embedded in critical articles or reviews.

Every effort has been made in the preparation of this book to ensure the accuracy of the information presented. However, the information contained in this book is sold without warranty, either express or implied. Neither the author, nor Packt Publishing or its dealers and distributors, will be held liable for any damages caused or alleged to have been caused directly or indirectly by this book.

Packt Publishing has endeavored to provide trademark information about all of the companies and products mentioned in this book by the appropriate use of capitals. However, Packt Publishing cannot guarantee the accuracy of this information.

 

Commissioning Editor: Ravit JainAcquisition Editor: Ashitosh GuptaContent Development Editor: Aamir AhmedSenior Editor: Martin WhittemoreTechnical Editor: Deepesh PatelCopy Editor: Safis EditingProject Coordinator: Kinjal BariProofreader: Safis EditingIndexer: Rekha NairProduction Designer: Jyoti Chauhan

First published: May 2020

Production reference: 1210520

Published by Packt Publishing Ltd. Livery Place 35 Livery Street Birmingham B3 2PB, UK.

ISBN 978-1-83882-526-3

www.packt.com

I dedicate this book to my parents, who always made me believe I could do anything; to my husband, who catches me when I fall; and to my brother and sister, who are my cheerleading squad.

– Esta Lessing

 

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Contributors

About the author

Esta Lessing is a passionate professional business analyst and educator who helps to transform business analysis teams to meet the increasing demand for up-to-date skills and capabilities. She founded her company, Business Analysis Excellence Pvt Ltd, in 2013 and her primary focus is to provide education solutions to enable business analysts globally to effectively deliver business value in constantly changing environments.

Esta was one of the first to achieve a CBAP® designation in Australia and New Zealand and served as a Certification Role Delineation Committee member for the International Institute of Business Analysis (IIBA®). She has a strong background in business analysis, including having completed multiple British Computer Society (BCS) business analysis certifications and finishing her BCom (Hons) Informatics degree at the University of Pretoria and London School of Economics. She has worked as a business analyst in South Africa and the United Kingdom, and she is currently based in Australia. She has also been closely involved with building the business analysis community of practice teams in different organizations. Esta's most recent achievement is developing an innovative strategic planning and analysis methodology that engages team creativity and delivers strategic roadmaps for achieving a team's future vision.

I would like to acknowledge the very supportive staff and editorial team at Packt Publishing. They have all been patient with me as a first-time author; they are a highly talented team who guided me through this journey. Thank you so much for giving me this opportunity to become a published author. Special thanks to all of my peers and business analysis students for their direct and indirect contributions to my career experiences, business analysis knowledge, passion for education, and ultimately for helping me start and complete this study guide.

About the reviewer

Adedayo Idowu, CBAP, is a certified business analyst with expertise in process analysis, process improvement, and automation who has been leveraging business analysis knowledge and experience to drive business transformation and operational excellence projects with the aim of achieving business objectives and moving organizations from their current state to their desired state. Having worked in the financial and social media industries, she has been able to hone her problem-solving, innovative, analytics, and collaborative skills and use them to recommend solutions to meet different business needs.

She currently leverages her business analysis skills to help small and medium business owners identify and meet their business needs.

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Table of Contents

Title Page

Copyright and Credits

CCBA® and CBAP® Certifications Study Guide

Dedication

About Packt

Why subscribe?

Contributors

About the author

About the reviewer

Packt is searching for authors like you

Preface

Who this book is for

What this book covers

To get the most out of this book

Conventions used

Get in touch

Reviews

Planning for Success

Benefits of the CCBA® or CBAP® designations

Improved confidence

Recognition in the workplace

Better career opportunities

An entirely new career focus

Visualization as a powerful study tool

You get what you focus on

Setting your certification goal

The ideal timeframe for preparation

How familiar are you with the BABOK® Guide v3 today?

What is your preferred learning style?

Are you a confident learner or a conservative learner?

Have you done a lot of business analysis study before?

Key concepts for creating a good study plan

#1 Working backward

#2 Knowing your own learning style

#3 Being practical and choosing a routine activity

#4 Limiting the scope of study during each session

#5 Having the right materials and study tools

#6 Having goals and measuring progress

Your study plan framework 

Creating your custom study plan

Tips for when you draft your plan

Baseline days

Revision days

Rest days

Ready to get started

Summary

Benefits of certification

Visualization as a study tool

Key concepts when you create a study plan

Your study plan framework

Knowledge quiz

Answers

Exam Application Requirements

A competency-based certification model

CCBA® application requirements

CBAP® application requirements

Additional requirements for CCBA® and CBAP® applicants 

The exam 

Application process

Summary

Competency-based certification model

CCBA® application requirements

CBAP® application requirements

Additional CCBA® and CBAP® requirements

Knowledge quiz

Answers

Study Tools

BABOK® v3.0 Guide structure

Business analysis key concepts

Knowledge areas

Underlying competencies

Techniques

Perspectives

Summary

Navigating through the main sections of the BABOK® Guide

Knowledge areas

Underlying competencies, techniques, and perspectives

Knowledge quiz

Answers

What to Expect From the Exam

Exam blueprints

Question types

Summary

Exam blueprints

Question types

Knowledge quiz

Answers

Business Analysis Foundation Concepts

Understanding business analysis

Who is a business analyst?

The Business Analysis Core Concept Model™ 

Change

Need

Solution

Stakeholder

Value

Context

Key terms 

Business analysis

Business analysis information

Design

Organization

Enterprise

Plan

Requirement

Risk

Stakeholders

Business analyst

Customer

Domain subject matter expert

End user

Implementation subject matter expert

Operational support

Project manager

Regulator

Sponsor

Supplier

Tester

Requirements classification schema

Business requirements

Stakeholder requirements

Solution requirements

Transition requirements

Requirements and designs

Summary 

Business analysis and Business Analyst

Business Analysis Core Concept Model

Key terms

Stakeholders

Requirements classification schema

Knowledge quiz

Answers

Business Analysis Planning and Monitoring

Understanding Business Analysis Planning and Monitoring

The Business Analysis Core Concept Model™  

Change

Need

Solution

Stakeholder

Value

Context

Task: Plan Business Analysis Approach

The elements of Plan Business Analysis Approach

Element 1: Planning the approach

A predictive approach

An adaptive approach

Element 2: Formality and the level of detail of business analysis deliverables 

Element 3: Business analysis activities

Element 4: The timing of business analysis work

Element 5: Complexity and risk

Element 6: The acceptance of the business analysis approach and plan

The inputs and outputs of this task

Task: Plan Stakeholder Engagement

The number of stakeholders

The elements of Plan Stakeholder Engagement

Element 1: Performing stakeholder analysis 

Roles matter

Attitudes of stakeholders

The decision-making authority

Element 2: Defining stakeholder collaboration

Element 3: Stakeholder communication needs

The inputs and outputs of this task

Task: Plan Business Analysis Governance

The elements of Plan Business Analysis Governance

Element 1: Decision-making

Element 2: Changing the control process

Element 3: Planning a prioritization approach

Element 4: Planning for approvals

The inputs and outputs of this task

Task: Plan Business Analysis Information Management

The elements of Plan Business Analysis Information Management

Element 1: The organization of business analysis information

Element 2: The level of abstraction

Element 3: Planning a traceability approach

Element 4:  Planning for requirements' reuse

Element 5:  Storage and access

Element 6: Requirements attributes

The inputs and outputs of this task

Task: Identify Business Analysis Performance Improvements

The elements of Identify Business Analysis Performance Improvements

Element 1: Performance analysis

Element 2: Assessment measures

Element 3: Analyzing results

Element 4: Recommended actions for improvement

The inputs and outputs of this task

Summary

The Business Analysis Planning and Monitoring knowledge area

The Plan Business Analysis Approach task

The Plan Stakeholder Engagement task

The Plan Business Analysis Governance task

The Plan Business Analysis Information Management task

The Identify Business Analysis Performance Improvements task 

Knowledge quiz

Case study: The GO technology payment program

Answers

Elicitation and Collaboration

Understanding elicitation and collaboration

The Business Analysis Core Concept Model™

Change

Need

Solution

Stakeholder

Value

Context

Task: Prepare for Elicitation

Purpose

Elements 

Element 1: Understand the scope of elicitation 

Element 2: Select elicitation techniques

Element 3: Set up logistics

Element 4: Secure supporting material

Element 5: Prepare stakeholders

Inputs and outputs

Task: Conduct Elicitation

Purpose 

Types of elicitation

Collaborative 

Research

Experiments

Elements

Element 1: Guide elicitation activity 

Element 2 – Capture elicitation outcomes

Inputs and outputs

Task: Confirm Elicitation Results

Purpose 

Elements

Element 1: Compare elicitation results against source information

Element 2: Compare elicitation results against other elicitation results

Inputs and outputs

Task: Communicate Business Analysis Information

Purpose

Elements

Element 1: Determine objectives and format of communication

Formats of packages

Element 2: Communicate the business analysis package

Inputs and outputs

Task: Manage Stakeholder Collaboration

Purpose

Elements

Element 1: Gain agreement on commitments

Element 2: Monitor stakeholder engagement

Element 3: Collaboration

Inputs and outputs

Summary

Task: Prepare for elicitation

Task: Conduct elicitation

Task: Confirm elicitation results

Task: Communicate business analysis information

Task: Manage stakeholder collaboration

Knowledge quiz 

Real-world case study – cardholder portal project

Answers

Requirements Life Cycle Management

What is Requirements Life Cycle Management?

The Business Analysis Core Concept Model™  

Change

Need

Solution

Stakeholder

Value

Context

Task: Trace Requirements

Purpose

Why trace requirements?

Elements

Element 1: Level of formality

Element 2: Relationships

Element 3: Traceability Repository

Inputs and outputs

Task: Maintain Requirements

Purpose

Elements

Element 1: Maintain requirements

Element 2: Maintain attributes

Element 3: Reusing requirements 

Inputs and outputs

Task: Prioritize Requirements

Purpose

Why do we need to prioritize requirements?

Elements

Element 1: Basis of prioritization

Benefit 

Penalty

Cost

Risk 

Dependencies 

Time sensitivity 

Stability

Regulatory or policy compliance 

Element 2: Challenges of prioritization

Element 3: Continual prioritization

Inputs and outputs

Task: Assess Requirements Changes

Purpose

Elements

Element 1: Assessment formality 

Predictive and adaptive approaches

Element 2: Impact analysis

Element 3: Impact resolution

Inputs and outputs

Task: Approve Requirements

Purpose

Elements

Element 1: Understand stakeholder roles

Element 2: Conflict and issue management 

Element 3: Gain consensus

Element 4: Track and communicate approval

Inputs and outputs

Summary

Task: Trace Requirements

Task: Maintain Requirements

Task: Prioritize Requirements

Task: Assess Requirements Changes

Task: Approve Requirements

Knowledge quiz

Real-world case study: Car booking system project

Answers

Strategy Analysis

What is Strategy Analysis?

The Business Analysis Core Concept Model™  

Change

Need

Solution

Stakeholder

Value

Context

Task: Analyze Current State

Purpose

Elements

Element 1: Business needs

Element 2: Organizational structure and culture

Element 3: Capabilities and processes

Element 4: Technology and infrastructure

Element 5: Policies

Element 6: Business architecture

Element 7: Internal assets

Element 8: External influences

Inputs and outputs

Task: Define Future State

Purpose

Elements

Element 1: Business goals and objectives

Element 2: The scope of the solution space

Element 3: Constraints

Element 4: Organizational structure and culture

Element 5: Capabilities and processes

Element 6: Technology and infrastructure

Element 7: Policies

Element 8: Business architecture

Element 9: Internal assets

Element 10: Identify assumptions

Element 11: Potential value

Inputs and outputs

Task: Assess Risks

Purpose

Elements

Element 1: Unknowns

Element 2: Constraints, assumptions, and dependencies

Element 3: Negative impact on the value

Element 4: Risk tolerance

Element 5: Recommendations

Inputs and outputs

Task: Define Change Strategy

Purpose

Elements

Element 1: Solution scope

Element 2: Gap analysis

Element 3: Enterprise readiness assessment

Element 4: Change strategy

Element 5: Transition states and release planning

Inputs and outputs

Summary

Learning outcome: Strategy Analysis 

Learning outcome: Analyze Current State

Learning outcome: Define Future State

Learning outcome: Assess Risks

Learning outcome: Define Change Strategy

Knowledge quiz

Case Study: Police criminal record management system

Answers 

Requirements Analysis and Design Definition

What is Requirements Analysis and Design Definition?

Business Analysis Core Concept Model™

Change

Need

Solution

Stakeholder

Value

Context

Task: Specifying and modeling requirements

Purpose

Elements

Element 1: The model requirements 

Matrices 

Diagrams

Element 2: Analyzing the requirements 

Element 3: Representing requirements and attributes

Element 4: Implementing the appropriate levels of abstraction 

Inputs and outputs

Task: Verifying the requirements

Purpose

Elements

Element 1: The characteristics of the requirements and the design quality 

Element 2: The verification activities

Element 3: Checklists

Inputs and outputs

Task: Validating the requirements

Purpose

Elements

Element 1: Identifying assumptions 

Element 2: Defining measurable evaluation criteria

Element 3: Evaluating the alignment against the solution scope

Inputs and outputs

Task: Defining the requirements architecture

Purpose

Elements

Element 1: The requirements architecture viewpoints and views 

Element 2: Template architectures 

Element 3: Completeness

Element 4: Relating and verifying the requirements relationships

Element 5: The business analysis information architecture

Inputs and outputs

Task: Defining the design options

Purpose

Elements

Element 1: Defining the solution approaches

Element 2: Identifying the improvement opportunities 

Increasing efficiencies 

Improving access to information

Identifying additional capabilities

Element 3: Requirements allocation

Element 4: Describing the design options 

Inputs and outputs

Task: Analyzing the potential value and recommending a solution

Purpose

Elements

Element 1: The expected benefits 

Element 2: The expected costs

Element 3: Determining the value

Element 4: Assessing the design options and recommending a solution

Available resources

Constraints on the solution

Dependencies between requirements

Inputs and outputs

Summary

The learning outcome for the Requirements Analysis and Design Definition knowledge area

The learning outcome for specifying and modeling requirements  

The learning outcome for verifying requirements

The learning outcome for validating requirements

The learning outcome for defining the requirements architecture

The learning outcome for defining the solution options

Knowledge quiz

Case study – a health solutions company 

Answers

Solution Evaluation

What is Solution Evaluation?

Business Analysis Core Concept Model™

Change

Need

Solution

Stakeholder

Value

Context

Task: Measure Solution Performance

Purpose

Elements

Element 1: Defining solution performance measures 

Quantitative measures

Qualitative measures

Element 2: Validating performance measures

Element 3: Collecting performance measures

Inputs and outputs

Task: Analyzing Performance Measures

Purpose

Elements

Element 1: Solution performance versus desired value 

Element 2: Risks 

Element 3: Trends

Element 4: Accuracy

Element 5: Performance variations

Inputs and outputs

Task: Assessing Solution Limitations

Purpose

Elements

Element 1: Identify internal solution component dependencies

Element 2: Investigate solution problems

Element 3: Impact assessment

Inputs and outputs

Task: Assessing Enterprise Limitations

Purpose

Elements

Element 1: Enterprise culture assessment 

Element 2: Stakeholder impact analysis 

Function

Location

Concerns

Element 3: Organizational structure changes

Element 4: Operational assessment

Inputs and outputs

Task: Recommending Actions to Increase the Solution Value

Purpose

Elements

Element 1: Adjust solution performance measures

Element 2: Recommendations 

Inputs and outputs

Summary

Learning outcome: Solution evaluation

Learning outcome: Task – Measuring solution performance

Learning outcome: Task – Analyzing performance measures

Learning outcome: Task – Assessing solution limitations

Learning outcome: Task – Assessing enterprise limitations

Learning outcome: Task – Recommending actions to increase the solution value

Knowledge quiz

Case study: Mobile pay

Answers

Underlying Competencies

What are the underlying competencies?

Analytical thinking and problem-solving

Core competency 1: Creative thinking

Core competency 2: Decision-making

Core competency 3: Learning

Core competency 4: Problem-solving

Core competency 5: Systems thinking

Core competency 6: Conceptual thinking

Core competency 7: Visual thinking

Exploring behavioral characteristics

Core competency 1: Ethics

Core competency 2: Personal accountability 

Core competency 3: Trustworthiness

Core competency 4: Organization and time management

Core competency 5: Adaptability

Business knowledge

Core competency 1: Business acumen

Core competency 2: Industry knowledge

Core competency 3: Organization knowledge

Core competency 4: Solution knowledge

Core competency 5: Methodology knowledge

Communication skills

Core competency 1: Verbal communication

Core competency 2: Non-verbal communication

Core competency 3: Written communication

Core competency 4: Listening

Interaction skills 

Core competency 1: Facilitation

Core competency 2: Leadership and influencing

Core competency 3: Teamwork

Core competency 4: Negotiation and conflict resolution

Core competency 5: Teaching

Exploring tools and technology

Core competency 1: Office productivity tools and technology

Core competency 2: Business analysis tools and technology 

Core competency 3: Communication tools and technology

Summary

Learning outcome – underlying competencies

Learning outcome – analytical thinking and problem-solving

Learning outcome – behavioral characteristics

Learning outcome – business knowledge

Learning outcome – communication skills

Learning outcome – interaction skills

Learning outcome – tools and technology

Knowledge quiz

Case study – a day in the life of a business analyst

Situation 1

Situation 2

Situation 3

Situation 4

Questions

Answers

Techniques (Part 1)

Techniques for the exam

Acceptance and evaluation criteria

What is the purpose of this technique?

Key things to know when using this technique 

When should you apply this technique?

Backlog management

What is the purpose of this technique?

Key things to know when using this technique 

When should you apply this technique?

Balanced scorecards

What is the purpose of this technique?

Key things to know when using this technique 

When should you apply this technique?

Benchmarking and market analysis

What is the purpose of this technique?

Key things to know when using this technique 

When should you apply this technique?

Brainstorming

What is the purpose of this technique?

Key things to know when using this technique 

When should you apply this technique?

Business capability analysis

What is the purpose of this technique?

Key things to know when using this technique 

When should you apply this technique?

Business cases

What is the purpose of this technique?

Key things to know when using this technique 

Need assessment

Desired outcomes

Assessing the alternatives

Recommending a solution 

Business model canvas

What is the purpose of this technique?

Key things to know when using this technique

When should you apply this technique?

Business rules analysis

What is the purpose of this technique?

Key things to know when using this technique 

When should you apply this technique?

Collaborative games

What is the purpose of this technique?

Key things to know when using this technique 

When should you apply this technique?

Concept modeling

What is the purpose of this technique?

Key things to know when using this technique 

When should you apply this technique?

Data dictionary

What is the purpose of this technique?

Key things to know when using this technique 

When should you apply this technique?

Data flow diagrams

What is the purpose of this technique?

Key things to know when using this technique 

When should you apply this technique?

Data mining

What is the purpose of this technique?

Key things to know when using this technique 

When should you apply this technique?

Data modeling

What is the purpose of this technique?

Key things to know when using this technique 

Key concepts

In what situations should you apply this technique?

Decision analysis

What is the purpose of this technique?

Key things to know when using this technique 

When should you apply this technique?

Decision modeling

What is the purpose of this technique?

Key things to know when using this technique 

When should you apply this technique?

Document analysis 

What is the purpose of this technique?

Key things to know when using this technique 

When should you apply this technique?

Estimation

What is the purpose of this technique?

Key things to know when using this technique 

When should you apply this technique?

Financial analysis

What is the purpose of this technique?

Key things to know when using this technique 

Financial calculations

When should you apply this technique?

Focus groups

What is the purpose of this technique?

Key things to know when using this technique 

When should you apply this technique?

Functional decomposition

What is the purpose of this technique?

Key things to know when using this technique 

When should you apply this technique?

Glossary

What is the purpose of this technique?

Key things to know when using this technique 

When should you apply this technique?

Interface analysis

What is the purpose of this technique?

Key things to know when using this technique 

When should you apply this technique?

Interviews

What is the purpose of this technique?

Key things to know when using this technique 

When should you apply this technique?

Summary

Techniques (Part 2)

Item tracking

What is the purpose of this technique?

Key things to know when using this technique 

When should you apply this technique?

Lessons learned

What is the purpose of this technique?

Key things to know when using this technique 

When should you apply this technique?

Metrics and Key Performance Indicators (KPIs)

What is the purpose of this technique?

Key things to know when using this technique

When should you apply this technique?

Mind mapping

What is the purpose of this technique?

Key things to know when using this technique 

When should you apply this technique?

Non-functional requirements analysis

What is the purpose of this technique?

Key things to know when using this technique 

When should you apply this technique?

Observation

What is the purpose of this technique?

Key things to know when using this technique 

When should you apply this technique?

Organizational modeling

What is the purpose of this technique?

Key things to know when using this technique 

When should you apply this technique?

Prioritization

What is the purpose of this technique?

Key things to know when using this technique 

When should you apply this technique?

Process analysis

What is the purpose of this technique?

Key things to know when using this technique 

When should you apply this technique?

Process modeling

What is the purpose of this technique?

Key things to know when using this technique

When should you apply this technique?

Prototyping

What is the purpose of this technique?

Key things to know when using this technique 

When should you apply this technique?

Reviews

What is the purpose of this technique?

Key things to know when using this technique 

When should you apply this technique?

Risk analysis and management

What is the purpose of this technique?

Key things to know when using this technique 

When should you apply this technique?

Roles and permissions matrix

What is the purpose of this technique?

Key things to know when using this technique 

When should you apply this technique?

Root cause analysis

What is the purpose of this technique?

Key things to know when using this technique 

When should you apply this technique?

Scope modeling

What is the purpose of this technique?

Key things to know when using this technique 

When should you apply this technique?

Sequence diagrams

What is the purpose of this technique?

Key things to know when using this technique 

When should you apply this technique?

Stakeholder lists, maps, or personas

What is the purpose of this technique?

Key things to know when using this technique 

When should you apply this technique?

State Modeling

What is the purpose of this technique?

Key things to know when using this technique 

When should you apply this technique?

Surveys or questionnaires

What is the purpose of this technique?

Key things to know when using this technique 

When should you apply this technique?

SWOT analysis

What is the purpose of this technique?

Key things to know when using this technique 

When should you apply this technique?

Use cases and scenarios

What is the purpose of this technique?

Key things to know when using this technique 

When should you apply this technique?

User stories

What is the purpose of this technique?

Key things to know when using this technique 

When should you apply this technique?

Vendor assessments

What is the purpose of this technique?

Key things to know when using this technique 

When should you apply this technique?

Workshops

What is the purpose of this technique?

Key things to know when using this technique 

When should you apply this technique?

Summary

Mock Exam Questions: Case Studies

Case study 1 – Global online platform

Questions

Case study 2 – Offender management system

Questions

Case study 3 – Health and fitness app

Questions

Case study 4 – Business case for a retail company

Problem statement

Desired outcome

Questions

Answers

Answers – Case study 1 – Global online platform

Answers – Case study 2 – Offender management system

Answers – Case study 3 – Health and fitness app

Answers – Case study 4 – Business case for a retail company

Mock Exam Questions: Theory

Questions

Answers

Your Future with a Success Mindset

Planning your next salary increase

People get increases, not qualifications

The employee viewpoint 

Understanding the employer's point of view

Why do you want an increase?

The "What if?" game

Understanding the fear of failure

What does this have to do with salary increases? 

Understanding the process

Before you ask for an increase

Being of value

There is a right way to brag

Is that fair? 

Making your intentions clear

So, what does this mean?

Defining your goal

Knowing the rules of the game

Why your employer is likely to give you an increase when you ask

Summary

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Preface

Business analysis is one of the most rewarding and diverse business-focussed careers, because not only can it be practiced within almost any industry but it focuses on finding opportunities to help every type of business grow and improve. Once you embark on a business analysis career, you are on a journey of continuous learning and problem-solving.

This book, CCBA® and CBAP® Certifications Study Guide, aims to take you on a practical journey through the BABOK® v3 Guide. The goal is to bring the concepts in the BABOK® v3 Guide into the real world with examples in order to assist you in preparing to take the IIBA® CCBA® and CBAP® exams. This guide includes some background of my personal career journey and how the CBAP® designation has supported my career. It discusses a few study approaches and includes some ideas that you could incorporate into your own study plans. This guide outlines the exam requirements as they are stipulated by the International Institute of Business Analysis (IIBA®).

As you work through this study guide, you will be taken through all the knowledge areas, their tasks, and the elements to consider. Each of these chapters will include practical real-world examples to assist you in fully understanding the context, reasons, and practical application of the BABOK® v3 Guide's concepts. The book takes a unique perspective on the BABOK®v3 Guide's techniques chapter by describing each technique, summarizing its purpose, key elements, and the different business analysis task contexts it could be applied in. Each chapter ends with a knowledge quiz based on a real-world scenario as well as key concepts covered during the chapter. At the end of the journey through the BABOK® v3 Guide's knowledge area discussion chapters, I finish with additional mock exam-style questions that include theoretical and scenario-based questions to test your knowledge with. The last chapter in this book takes you into the future, to a time after you have achieved the CCBA® or CBAP® designation, and not only gives you advice on how to ensure that you maximize your confidence as a professional business analyst, but also outlines advice on how to make sure you also achieve a better position or salary outcome as a result of your achievement.

The Knowledge Area chapters (Chapters 5 -11) in this study guide contains content similar to the course BABOK® v3 Core Practitioner Course. However, we have included some different examples, element descriptions, and some different questions

Who this book is for

This study guide is aimed at business analysts who want to undertake the CCBA® or CBAP® certification exams and need a more practical view on the content of the BABOK® v3 Guide. It is for people who are seeking guidance and advice on how to achieve a successful exam result. This guide is also suitable for everyday use by practicing business analysts in the workplace who would like to ensure that they fully understand and apply business analysis tasks at work.

What this book covers

Chapter 1, Planning for Success, is where I will be sharing what I have learned are important steps to ensure that you give yourself the best chances of exam success.

Chapter 2, Exam Application Requirements, outlines the IIBA® exam application requirements that you need to meet before you can sit the exam. It also includes some tips about the application process.

Chapter 3, Study Tools, discusses the BABOK® v3 Guide structure and how you navigate and make sense of this guide both during your exam preparation activities and in your everyday practical work life.

Chapter 4, What to Expect From the Exam, describes the IIBA® exam blueprints as well as shedding some light on what types of exam questions you can expect to encounter when you take the CCBA® or CBAP® exams.

Chapter 5, Business Analysis Foundation Concepts, starts with the study material by outlining the foundational concepts that you should understand before attempting the rest of the knowledge area concepts.

Chapter 6, Business Analysis Planning and Monitoring, is where I discuss the Business Analysis Planning and Monitoring knowledge area in terms of its purpose, intent, and tasks, by describing elements to consider using straightforward language and practical examples. This chapter finishes with a real-world case study-based knowledge quiz.

Chapter 7, Elicitation and Collaboration, is where I discuss the Elicitation and Collaboration knowledge area in terms of its purpose, intent, and tasks, by describing elements to consider using straightforward language and practical examples. This chapter finishes with a real-world case study-based knowledge quiz.

Chapter 8, Requirements Life Cycle Management, is where I discuss the Requirements Life Cycle Management knowledge area in terms of its purpose, intent, and tasks, by describing elements to consider using straightforward language and practical examples. This chapter finishes with a real-world case study-based knowledge quiz.

Chapter 9, Strategy Analysis, is where I discuss the Strategy Analysis knowledge area in terms of its purpose, intent, and tasks, by describing elements to consider using straightforward language and practical examples. This chapter finishes with a real-world case study-based knowledge quiz.

Chapter 10, Requirements Analysis and Design Definition, is where I discuss the Requirements Analysis and Design Definition knowledge area in terms of its purpose, intent, and tasks, by describing elements to consider using straightforward language and practical examples. This chapter finishes with a real-world case study-based knowledge quiz.

Chapter 11, Solution Evaluation, is where I discuss the Solution Evaluation knowledge area in terms of its purpose, intent, and tasks, by describing elements to consider using straightforward language and practical examples. This chapter finishes with a real-world case study-based knowledge quiz.

Chapter 12, Underlying Competencies, is where I discuss the core competencies that every business analyst should develop throughout their career, as outlined in the BABOK® v3 Guide, using practical examples. This chapter finishes with a knowledge quiz.

Chapter 13, Techniques (Part 1), covers each of the BABOK® v3 Guide techniques by summarizing their purpose and key considerations. It then also describes each technique in terms of the knowledge area tasks it applies to in order to bring it into the different contexts it is used in.

Chapter 14, Techniques (Part 2), covers each of the BABOK® v3 Guide techniques by summarizing their purpose and key considerations. It then also describes each technique in terms of the knowledge area tasks it applies to in order to bring it into the different contexts it is used in.

Chapter 15, Mock Exam Questions:Case Studies, includes exam-style questions based on a series of four different real-world case studies. It aims to test your knowledge and ability to consider scenarios as part of your reasoning.

Chapter 16, Mock Exam Questions: Theory, includes exam-style questions based on the theoretical content you have covered during the study guide chapters and the context of the BABOK® v3 Guide.

Chapter 17, Your Future with a Success Mindset, takes you into the future, when you have already achieved your CCBA® or CBAP® designation, and provides you with advice on progressing your career as a result of your recent achievement.

To get the most out of this book

You can achieve a good level of knowledge and understanding of the BABOK® v3 Guide simply by studying the content of this study guide. However, in order to get the most out of this study guide and your exam preparation efforts, I do recommend that you also refer to the BABOK® v3 Guide as part of your study activities.

Prior business analysis experience would be highly beneficial when reading the content of this study guide; even so, if you are new to the business analysis profession, you will still get a lot of value from the practical examples covered in this study guide.

Conventions used

Warnings or important notes appear like this.
Tips and tricks appear like this.

Get in touch

Feedback from our readers is always welcome.

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Planning for Success

As a CCBA® (Certification of Capability in Business Analysis) or CBAP®(Certified Business Analysis Professional) aspirant, you may have wondered about how to prepare for the CCBA® or CBAP® exams in a way that is effective and comprehensive, to guarantee that you can pass the exams. This chapter ensures you are clear and confident about your goals in relation to achieving the CCBA® or CBAP® designations, and outlines an approach and plan framework to guide you on how you can make sure you are successful when sitting for the exam.

At the end of this chapter, you will have learned the following:

Writing clear reasons for embarking on this journey

Listing all the benefits of certification for my career 

Applying the visualization technique to guarantee success

Creating a plan framework using key concepts

Customizing your plan to your needs

Applying techniques to encourage consistent plan execution

This study guide covers the breadth of the Business Analysis Body of Knowledge (BABOK®) Guide version 3 (v3)) in a way that is easily digestible and exam-focused, using applied examples and scenarios to help bring concepts into the real world of analysis. It is important for you to understand the way the BABOK® Guide v3 has been put together so that you can make optimal use of this study guide while aligning your knowledge with what is captured in the BABOK® Guide v3.

This study guide will provide you with a knowledge assessment at the end of each chapter so that you can practice exam-style questions as you progress through your study plan. 

Don't skip any content or explanatory sections in this study guide. Read each chapter carefully in conjunction with the BABOK® Guide v3, and only once you have done that should you attempt the end-of-chapter assessment. We have included a large number of exam simulation assessment questions in this guide, but we know that the CCBA® and CBAP® exam questions will be different from what we have here. Make sure you study each part of this guide carefully before attempting to do the exam.

We'll cover the following topics in this chapter:

Benefits of the CCBA

®

or CBAP

®

designations

Visualization as a powerful study tool

Key concepts for creating a good study plan

Your study plan framework

Your custom study plan

"Life is like a combination lock; your job is to find the right numbers, in the right order, so you can have anything you want."
-Brian Tracey

Benefits of the CCBA® or CBAP® designations

A great way to get motivated to get started with your study plans for any exam is to focus on all the benefits you will receive once all the hard work is done. As a CCBA® or CBAP® aspirant, you will have some ideas of why you believe it is a good idea to achieve one of these designations. There will be a core reason or belief about what you think you will achieve by taking the time, putting in the effort, and sitting the exam. Right?

You may have seen others take the exams and achieve positive results, or perhaps you simply know that doing a professional certification in your chosen field of work—being business analysis, in this case—can only be of benefit to your career. There are certainly many good reasons for embarking on this journey, and the job market is certainly one of these reasons because employers are asking for the CCBA® and CBAP® certification more and more often.

Perhaps you would like to hear some of the benefits I experienced (and I'm still experiencing) ever since I passed the CBAP® exam in 2007.

Improved confidence

I gained a lot of confidence in my knowledge and abilities as a business analyst. I mention this benefit first because I believe that this is what led to me experiencing all the other, more measurable, benefits in my career. Once I obtained the CBAP® designation, I simply felt more confident in my ability as a business analyst, and this gave me the confidence to consider and choose from multiple job opportunities within the city I was working in at the time, rather than just taking the first job that came along. I also felt more confident to speak up about business analysis best practices within my workplace, which enabled me to make a difference in the way we worked as a business analysis team at the time. This led to the next direct benefit I experienced…

Recognition in the workplace

Once I had the qualification, I started to actively improve the business analysis practices we followed at the company in which I was working. This led our team and management to recognize my level of knowledge and skills a lot more. I started to develop a strong reputation as the person to go to about any business analysis-related questions or issues. My peers started to trust my knowledge and came to seek guidance more and more often. Over a period of time, this led to the next key benefit….

Better career opportunities

I was promoted within a few months of expressing more confidence and improving the business analysis best practices in our company, to become a team leader. This also opened up opportunities to get involved to work directly with the International Institute of Business Analysis (IIBA®) to review and design the next-level-down certification exams for the CCBA®. This highlighted to me another perspective on how I could use my CBAP® designation to make a difference. It reawakened my passion for education.

An entirely new career focus

I embarked on a career focus where education became central to my life. I re-certified as a CBAP® professional a number of times since then while building a thriving education business, helping other business analysts achieve great career success through CCBA® and CBAP® certification paths. 

Regardless of where you would like to eventually take your business analysis career, the CCBA® and the CBAP® certifications have very specific and clear career benefits attached to them, and, in my personal experience, the CBAP® certification is the primary reason I achieved great career success. The benefits are tangible and exciting and are the path to a great career.

Visualization as a powerful study tool

Have you considered what it will be like once you have achieved your CCBA® or CBAP® designation? If you haven't yet, then now is a great time to do that. 

Do this small experiment with yourself and see what comes up for you:

Imagine you finished the exam and you receive the passing score of the CCBA®or CBAP® exam. What does that feel like for you? When you go back to the office and tell your colleagues that you are now a CBAP® or CCBA® professional, in your mind's eye, see them congratulate you. They might shake your hand or give you a wide smile while they say things such as: "Wow, that is awesome!", "I am so impressed with you!", or "Well done, I wish I could do that!". See the certificate you received from the IIBA® to confirm your achievement—is it displayed on a wall at home? Imagine the pride you will feel when you tell your boss about your achievement or when you apply for your next role. Imagine colleagues approaching you for advice because you are now a certified business analyst.

I recommend you create a visualization of these types of positive results you will experience once you pass the CCBA® or CBAP® exam. Revisit this mental picture every day for a couple of minutes. This will go a long way toward telling your subconscious mind what you want, and then, before you know it, it will be what you have.

You get what you focus on

What on earth do I mean with "you get what you focus on"?

You know all those really successful people that we read about, hear about, and even see within our own organizations? They all have one important thing in common. They all have an end goal they are working toward. They have a vision of where they want to end up and what they want to achieve along the way. They also have a clear plan of how they will achieve that outcome or end goal.

To have a successful business analysis career, you must do what they do. So, let's have a look at how you go about creating your vision or end goal, and what steps you need to take to ensure you reach your goal.

Setting your certification goal

You are reading this study guide because you have at least one clear goal right now: to achieve a successful outcome when you take the CCBA® or the CBAP® exam.

The goals you set for yourself are the "map" for reaching your business analysis career outcome or vision. It lays out the milestones or "cities" you need to get to on your "map" to be moving closer to your vision or outcome.

As with any goal, you must set your goals with the end goal in mind—so, in this case, your end goal is to have passed the exam. The goals (or cities on your map) you define can consist of short-term (next week, next month, or in 3 months), medium-term (6 months to 2 years), and longer-term goals (2 to 5 years). The idea is for you to start with the end goal in mind; keep your focus on that while you achieve the smaller goals to get there. 

In the context of your goal to pass the exams, you should visualize the end goal and create your study plan with shorter-term goals to achieve and measure successful progress. These goals could take the form of completing study sessions successfully and executing your study schedule consistently. 

The ideal timeframe for preparation

A very common question is: "How much time do I need to set aside to prepare for the exams?" While this is a valid and important question, it is also a question that has many different potential answers. Let us look at a few factors for you to consider when determining how much time you might need to set aside for your studies.

How familiar are you with the BABOK® Guide v3 today?

If you are used to referring to the BABOK® Guide v3 as your reference guide at work, then you will be familiar with the terminology, structure, and overall content coverage of the guide. This will reduce the time you need to prepare for the exams. However, if you are brand new to the BABOK® Guide v3, you will need to allow time to get familiar with the structure, terminology, and general content. This will inevitably have an effect on the amount of study time you would need to plan for.

What is your preferred learning style?

Some of us like to study under pressure and in a condensed timeframe, whereas some of us need to study in a more systematic way and at a slower pace. Naturally, this has an impact on how much time you allow for preparing yourself to sit the exam. 

Are you a confident learner or a conservative learner?

Everybody has their own unique level of confidence in their ability to learn and apply new concepts. Some of us are very detailed and conservative and will turn a concept over many times before we feel confident that we will be able to interpret and apply the concept in real-world exam questions. However, some of us only need to consider a concept once to feel confident that we know enough to apply that concept to an exam scenario. So, depending on your personal style of learning, you will need more or less time to prepare.

Have you done a lot of business analysis study before?

Another real consideration is how much academic or professional development business analysis training you have done in your career. In my own case, I was lucky to have completed a university degree as well as a series of professional development certifications in my career prior to attempting the CBAP® exam. This helped me tremendously in terms of understanding the concepts in the BABOK® Guide v3 really quickly, and this had a direct impact on the amount of time I needed to study for the exam. I am also a short-term, under-pressure type of learner, which meant my preparation was intense but over within a couple of weeks. 

Average preparation time—considering these primary factors—would be between 4 weeks and 12 weeks. This is based on my own experience, but also on my experience after speaking to a wide variety of different people over a long period of time. My advice is that you consider these factors, spend some time to get familiar with the size of the BABOK® Guide v3, and prepare a plan for your studies. In the next section, I provide you with some ideas for how to create a good study plan to suit your own personal circumstances and learning style.

Key concepts for creating a good study plan

Many of the business analysts that I have worked with in the past who have achieved their CCBA® or CBAP® designations have told me that they had a specific study plan and an approach drafted before they started. Not everyone followed the exact same approach, yet everyone took the time to decide what they believed would be practical and realistic for their individual circumstances and their own preferred learning styles.

Some of the key considerations when creating your study plan are as follows:

#1 Working backward

Your first step is to decide when you want to sit the actual CCBA® or CBAP® exam. Is it 3 months from now, 6 weeks, or perhaps a full year into the future? Once you know when you want to sit the exam, you will have a starting point to work out what it will take to achieve that date, and then schedule some time to study every week. It is important to agree on a date with yourself or your certification coach and then stick to this date.

#2 Knowing your own learning style

Each of us has an idea of how we learn most effectively. Some of us like to study months in advance, and some of us like to study under a bit of time pressure. Some of us prefer lots of mock tests, case studies, and discussion, whereas others like to focus on the detail in a systematic, step-by-step fashion. Some of us like visual aids, and others prefer audio tools; and, finally, some of us would like to study a little every day, and others would like to take a block of time and focus just on the study. There is no one right way to study, just as there are no two people who are exactly the same. You will, however, help yourself a great deal if you think about which learning style you prefer and which would make you feel the most productive. Don't blindly try to follow how someone else studied—take it on board, and then adjust that method by focusing on your own study preferences.

#3 Being practical and choosing a routine activity

One of the first and often most challenging aspects of embarking on the CCBA® or CBAP® exam preparation pathway is that of finding time to study. Most business analysts have very busy work and home lives and have to find time in between all of this to get ready for the exams. Some ideas that have worked well for others include the following:

If you commute on the train or bus to work, use this time to study.

If you like getting up early (or even if you don't!), consider getting up 1 hour earlier a couple of days every week, and revise using this study guide or other materials.

What about a lunchtime study session with colleagues? Share the responsibility to ask each other quiz questions or discuss specific topics covered in the

BABOK® Guide v3

or this study guide.

Evenings can work for study too, especially if you are the kind of person that lights up after work and feels energized.

 

Although weekends are sacred to most of us, perhaps commit to studying for a few hours on a Saturday and/or Sunday for a few weekends.

 

#4 Limiting the scope of study during each session

Regardless of when you choose to study, I recommend you define exactly which part of the content you will study in any given study session. If you don't have a specific plan that outlines the exact sections upfront, perhaps tell yourself you must study X number of pages per session. Don't do more or less than that part of the content. For example, if you decide to study the knowledge area around Elicitation and Collaboration during a session, perhaps agree with yourself to focus only on understanding the key tasks involved and the main techniques that can be applied during that hour and for those tasks. You might agree with yourself to do the knowledge quiz to test yourself on those tasks and techniques; however, once you completed that section, honor your agreement with yourself, and take a break. This way, you learn to trust yourself to achieve a specific study goal and don't feel as though you need to keep pushing each session's scope with more and more content. This way, you will also not feel guilty about whether you have studied enough or not! Be kind and fair to yourself.

#5 Having the right materials and study tools

Before you embark on your regular study sessions, you should make sure you have all the materials and tools ready to go! If your primary material is this study guide and the BABOK® Guide v3 itself, then that is all good. You may also like to use flashcards or additional courses to help you study. Try your best to choose all these aids before you start. This will go a long way to building your confidence that if you focus on these tools and materials, you will be alright to pass the exams. If you keep changing the tools and materials you will use, you will indirectly be doubting yourself and your ability to pass the exams the first time.

#6 Having goals and measuring progress