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  • What is iiba – slides 3-8 What is a ba? Slides 9-11 IIBA bok slides 12-14 Certification slides 15-16 Benefits of membership and sponsorship- slide 18-20 Chapter – slides 21-27
  • What is iiba – slides 3-8 What is a ba? Slides 9-11 IIBA bok slides 12-14 Certification slides 15-16 Benefits of membership and sponsorship- slide 18-20 Chapter – slides 21-27
  • Talk about PMI – Until now the BA profession did not have an organization to represent it. IIBA seeks to be for the BA profession what PMI is for the project management profession.
  • First bullet - The establishment of an independent, non-profit association will bolster the recognition and value of BAs. Second bullet - At an intern’l and chapter level, the organization provides a forum for BAs to discuss their profession and learn from each other. Third bullet - Defining the BOK plays a critical role in establishing standards of practice. Identifies the currently accepted skills and competencies of the Business Analyst role (BOK discussed in more detail later in presentation) Fourth bullet - Certification will d efine training and professional development standards and recognize individual (certification discussed in more detail later in presentation)
  • Further defining the BA role. Second bullet – points out what the BA role is not responsible for even though some BAs may perform this as part of their job. The primary reason for the boundaries on the BA role is to make sue that we don’t overlap other professions like PM or QA. This is critical when trying to obtain ANSI and ISO standard approval for the certification.
  • First Bullet - In 2003 a group of individuals from Toronto came together with a common vision of creating an industry organization for BAs. They discussed the potential and need for an org of this type. Second bullet - This led to another mtg in April 2004 in which officers were elected and a constitution and bylaws were established. These meetings are held in a dial-in bridge conference format. Third bullet – At the second AGM, the BOK committee released the first version of the BA BOK. Last bullet - The BOK now includes - Most KAs complete or nearly so - First practitioner review of BoK Completed - Board of Experts recruitment underway - Presentation talks more about the BOK later. New Notes 2.0 BOK in March 2007 8 Exam dates and locations for 2007 will be announced on dec. 15
  • Current IIBA executive committee org chart. There are sub-committees within each of these positions. Each of these individuals are volunteers – no one is paid for what they are doing.
  • Current US Chapters and Chapters that are forming.
  • Current US Chapters and Chapters that are forming.
  • Current US Chapters and Chapters that are forming.
  • Current US Chapters and Chapters that are forming.
  • Current US Chapters and Chapters that are forming.
  • Current US Chapters and Chapters that are forming.
  • IIBA has exhibited and/or spoken at each of these conferences in 2005 and plans to continue in 2006 and 2007. 2007 Dates: The IIBA plans on having their own conference in 2008. You may watch for future conferences in which we will participate.
  • This is sort of a high-level overview of what the BA BOK is and the intention of the BA BOK. After determining what a BA is and is responsible for, the IIBA then began defining the BOK. Read the def and the bullets explain what the BA BOK will contain.
  • This graphic is a snap shot of what the BA BOK contains. Encourage participants to go the IIBA web site to review the draft of version 1.4, for the details of what is included in each of these categories. IIBA is always looking for people to participate in the review committee - there is a place to volunteer for that role on the web site.
  • Version 1.0, in draft form, of the candidate handbook was released in November 2005 and contains the following requirements. Many of these are still being discussed and may change. Bullet 2 – PLUS experience in 3 out of 5 underlying fundamentals Bullet 3 – Currently, there is no reduction in work experience for post secondary education Bullet 4 – Required – must be from career manager, client or a CBAP Bullet 5 – required 21 hours in the last four years directly related to business analysis or the underlying fundamentals.
  • Bullet 1 – provide membership status, candidate profile, agree to IIBA code of conduct, submit application & credentials for approval Bullet 2 – after receiving approval, candidate will have 2 years to take the exam Bullet 3 – The initial fee will cover processing application and the initial exam sitting, fee not determined yet Bullet 4 – Once candidate is approved and prepared to sit for the exam. The exam will be administered at a testing center, location TBD. Proper ID will be required
  • Since the IIBA is NOT a training provider, it has developed a strategy for endorsing education and training providers who’s teaching aligns with the BOK. There are currently 20 Education Providers. Read the bullets Note – training providers are actively involved in developing the BOK and therefore the BOK is aligned currently with many training programs that are currently available. CDU’s will be given for training. Keep track of certirifcates listing dates and number of days and hours. IIBA will begin tracking these in the future.
  • What’s in it for me? Contributing to the formation of the IIBA and BA BOK. This is an exciting time to join, at the inception of an org. in which you have the ability to shape, your profession. Future: BABOK will be for members only or it can be purchased.
  • What’s in it for me – at the local level? Networking is perhaps the most valuable benefit. By networking with other BAs you will learn what other people are doing, how they are overcoming challenges and even potential solutions to your challenges – there is comfort in numbers.
  • More sponsorship policies items Types of Sponsorship Premiere Chapter Sponsor: A single organization/individual is a chapter’s sole sponsor for all primary activities of the chapter. Chapter Patrons: Chapter Patrons are organizations/individuals which provide the chapter with additional services or in kind support (Host meetings or special events, donate materials or services, etc.) and can receive benefits determined by the chapter. There are no limits on the number of Chapter Patrons a chapter can obtain. A chapter may have Patrons in addition to the Premiere Chapter Sponsor. Sponsorship Benefits Benefits to be provided by the Chapter to the Premiere Sponsor and Chapter Patrons. Community visibility on the Chapter’s site as a committed supporter with link to the company’s web site. Provide time during each meeting allowing the Premiere Chapter Sponsor or Chapter Patron for an event to give a quick announcement about their company, or specific recognition of the sponsor/patron from the podium, along with a brief mention of the sponsor’s/patron’s company. Allow Premiere Chapter Sponsor to present at one meeting per year. Topic to be reviewed and approved by Board of Directors. Include Premiere Chapter Sponsor on all meeting invites and other communication to membership. Include Chapter Patrons on materials and invitations relating to the specific event or item provided. (For instance, brochures can include the logo of the company that provided the printing services.) All Chapter signage should include the Premiere Chapter Sponsor’s logo.
  • Before you leave the kick-off meeting know the following: When and where the next meeting is Who is taking the lead Process to disseminate names of attendees See if anyone is interested in starting to gather event ideas
  • Presentation

    1. 1. SA Chapter Kickoff meeting – Kwazulu Natal Presented by: Steve Erlank MD Faculty Training Institute Acting President IIBA-SA 28 th October 2008 : Mt Edgecombe Country Club Event sponsored by Faculty Training Institute and Radical Training
    2. 2. Agenda <ul><li>Logistics </li></ul><ul><ul><li>Catering for tonight </li></ul></ul><ul><ul><li>There will be a cash bar at the end of the evening </li></ul></ul><ul><ul><li>Copies of slideshow available on the web </li></ul></ul>PROGRAMME 5.15-6.15 The IIBA and the profession of Business Analysis Steve Erlank 6.15-6.30 Call for volunteers Q&A and Wrap up 6.30-7.30 Drinks, snacks, networking
    3. 3. Outline of presentation <ul><li>What is the IIBA? </li></ul><ul><li>What is a Business Analyst? </li></ul><ul><li>IIBA Body of Knowledge </li></ul><ul><li>BA Certification </li></ul><ul><li>Benefits of membership and sponsorship </li></ul><ul><li>The South African Chapter of the IIBA </li></ul>
    4. 4. WHAT IS THE IIBA?
    5. 5. What is the IIBA <ul><li>The International Institute of Business Analysis is an international non-profit association for business analysis professionals. </li></ul><ul><li>Its international administrative office is located in Toronto, Ontario, Canada. </li></ul>
    6. 6. International Institute of Business Analysis Vision: To be the world's leading association for Business Analysis professionals Mission: To develop and maintain standards for the practice of business analysis and for the certification of its practitioners
    7. 7. IIBA Goals <ul><li>Create and develop awareness and recognition of the value and contribution of the role of the Business Analysis Professional </li></ul><ul><li>Define and maintain the Body of Knowledge </li></ul><ul><li>Publicly recognize qualified practitioners through an internationally acknowledged certification program </li></ul><ul><li>Provide a forum for knowledge sharing </li></ul>
    8. 8. What is a Business Analyst? <ul><li>The Definition </li></ul><ul><li>Works as a liaison among stakeholders to elicit, analyze, communicate and validate requirements for changes to business processes, policies, and information and information systems </li></ul><ul><li>Understands business problems and opportunities in the context of the requirements and recommends solutions that enable the organization to achieve its goals </li></ul>
    9. 9. A Brief History of the IIBA <ul><li>Inaugural meeting held October 2003 with 23 founding members from two countries </li></ul><ul><li>March 2004, First Annual General Meeting </li></ul><ul><li>July 2006, release version 1.6 of the BOK </li></ul><ul><li>Nov. 10 2006 – First Certification Exam </li></ul><ul><li>SA Chapter launched October 2007 </li></ul><ul><li>3Q 2008 BABOK v2.0 </li></ul>
    10. 10. The IIBA Organization PRESIDENT Kathleen Barret CIO Wayne Alpine VP Body of Knowledge Kevin Brennan VP Education & Certification Carol Deutschlander VP Marketing & Communications Mary Simpkins Secretary Chris Becker VP Chapters Carol Lapp COO Dave Bieg Role Delineation Cleve Pillifant Endorsed Education Providers Certification Framework Special Events Jacqueline Young Governance Indy Mitra International Development Glenn Brule Expert Panel CFO Dean Hunter / Maria Cheung Project Manager Sandra Micallef SA SA SA Chapters
    11. 11. IIBA Statistics <ul><li>Current Membership </li></ul><ul><ul><li>Worldwide – over 7000 (October 2008) </li></ul></ul><ul><li>Chapters </li></ul><ul><ul><li>66 in over 23 countries worldwide; 59 chapters in progress </li></ul></ul><ul><li>Countries </li></ul><ul><ul><li>Australia, Canada, Chile, China, Greece, India, Iran, Jamaica, Mexico, Ireland, Netherlands, New Zealand, Saudi Arabia, South Africa, UK, US…. </li></ul></ul>
    12. 12. North America <ul><li>Canada Halifax, St.John*, Fredericton*, Montreal, Ottawa, Toronto, Waterloo, Brampton*, Winnipeg, Regina, Calgary, Edmonton, Vancouver, Victoria </li></ul><ul><li>United States Atlanta, Austin*, Boston, Central Florida, Central Indiana, Charlotte*, Chicago, Cincinnati, Cleveland, Columbus , Dallas, Dayton, Denver, Des Moines, Fort Lauderdale*, Harrisburg, PA*, Hartford, Houston, Jacksonville, Los Angeles*, Las Vegas*, Louisville, Madison, Minneapolis, Nashville * , New Jersey*, New York City, Nebraska, Orange County, Orlando, Philadelphia, Phoenix, Pittsburgh, Raleigh, Rhode Island, Richmond, Roanoke, VA*, Sacramento, Seattle, Silicon Valley, Southeast Michigan, Southeast Wisconsin, Washington, DC, Westchester, NY </li></ul><ul><li>Mexico Monterrey* </li></ul>Southeast, MI Montreal Ottawa Toronto Boston, MA New York New Jersey Philadelphia, PA Washington, DC Raleigh-Durham, NC Charlotte, NC Orlando, FL Chicago, IL Columbus, OH Dayton, OH Atlanta, GA Houston, TX Austin, TX Dallas, TX Phoenix, AZ Denver, CO Minneapolis, MN Los Angeles, CA Sacramento, CA Seattle, WA Vancouver Victoria Jacksonville, FL Monterrey
    13. 13. Europe <ul><li>United Kingdom </li></ul><ul><ul><li>London </li></ul></ul><ul><li>Ireland </li></ul><ul><ul><li>Dublin* </li></ul></ul><ul><li>Switzerland </li></ul><ul><ul><li>Geneva* </li></ul></ul><ul><li>Germany </li></ul><ul><ul><li>Berlin* </li></ul></ul>Geneva London Berlin Dublin
    14. 14. Oceania <ul><li>Australia </li></ul><ul><ul><li>Sydney </li></ul></ul><ul><ul><li>Melbourne </li></ul></ul><ul><ul><li>Brisbane </li></ul></ul><ul><li>New Zealand </li></ul><ul><ul><li>Wellington </li></ul></ul><ul><ul><li>Auckland </li></ul></ul>Sydney Brisbane Melbourne Wellington Auckland
    15. 15. Africa <ul><li>Africa </li></ul><ul><ul><li>South Africa </li></ul></ul><ul><ul><ul><li>Johannesburg* </li></ul></ul></ul><ul><ul><ul><li>Cape Town* </li></ul></ul></ul><ul><ul><li>Nigeria* </li></ul></ul>Johannesburg Cape Town Nigeria
    16. 16. India <ul><li>Chennai </li></ul><ul><li>Mumbai* </li></ul><ul><li>Pune * </li></ul><ul><li>New Delhi* </li></ul><ul><li>Hyderbad* </li></ul><ul><li>Bangalore* </li></ul>Chennai Mumbai New Delhi Hyderbad Bangalore Pune
    17. 17. Asia <ul><li>Singapore </li></ul><ul><li>Hong Kong </li></ul>Hong Kong Singapore
    18. 18. IIBA Events <ul><li>BusinessAnalystWorld In conjunction with Project Summit </li></ul><ul><ul><li> </li></ul></ul><ul><li>World Congress for Business Analysts In conjunction with Project World </li></ul><ul><ul><li> </li></ul></ul><ul><li>PMI Global Congress </li></ul><ul><li>SOUTH AFRICA 2009/2010 </li></ul>
    20. 20. Is there a BA profession? BABOK Business Analysis Body of Knowledge CODE OF ETHICS Binding on all members CBAP Certification & Examination Education quality & standards International Body Local chapters Education, knowledge sharing, events, networking …
    21. 21. What is the Business Analysis Body of Knowledge? <ul><li>BABOK ® Captures the sum of knowledge within the profession of Business Analysis </li></ul><ul><ul><li>Areas of knowledge </li></ul></ul><ul><ul><li>Associated activities & tasks </li></ul></ul><ul><ul><li>Skills necessary to be effective </li></ul></ul><ul><li>Reflects currently accepted practices </li></ul><ul><li>Owned & enhanced by the professionals who apply it </li></ul><ul><li>Current version 1.6; version 2 due out soon </li></ul>It is NOT a methodology and does not prescribe or favor a methodology It is NOT a “how to do” business analysis instruction manual
    22. 22. IIBA Body of Knowledge
    23. 23. Business Analysis Body of Knowledge TM <ul><li>The set of tasks, knowledge, & techniques required to identify business needs & determine solutions to business problems. </li></ul><ul><li>Solutions often include a systems development component, but may also consist of process improvement or organizational change. </li></ul><ul><li>Six Knowledge Areas </li></ul><ul><li>Business Analysis planning and Monitoring </li></ul><ul><li>Enterprise Analysis </li></ul><ul><li>Elicitation </li></ul><ul><li>Requirements Analysis </li></ul><ul><li>Solutions Assessment & Validation </li></ul><ul><li>Requirements Management and Communication </li></ul><ul><li>Underlying Competencies </li></ul><ul><li>Communications </li></ul><ul><li>Leadership </li></ul><ul><li>Problem Solving </li></ul><ul><li>Business Knowledge </li></ul><ul><li>IT Knowledge </li></ul>
    24. 24. Business Analysis Certification <ul><li>IIBA offers the IIBA Certification Program and the Certified Business Analysis Professional™ (CBAP®) designation </li></ul><ul><li>The IIBA Certification recognises individuals with an advanced level of knowledge and qualifications </li></ul><ul><li>IIBA CBAP Certification </li></ul><ul><ul><li>First Sitting held Nov. 10, 2006. </li></ul></ul><ul><ul><li>Administered by Castle Worldwide for psychometrician assistance </li></ul></ul><ul><li>Now available as online testing in South Africa </li></ul>Note: Education Provider certifications will not be recognized as a substitute to the IIBA certification ISO 17024
    25. 25. Business Analysis Certification <ul><li>Certification Entrance Criteria </li></ul><ul><li>Five years (7500 hours) work experience in past 10 years </li></ul><ul><li>Experience in 4 out of 6 knowledge areas </li></ul><ul><li>Minimum high school education </li></ul><ul><li>Two references </li></ul><ul><li>21 hours of professional development </li></ul>Certified Business Analysis Professionals™ (CBAP®) worldwide: 434 (none in South Africa as at Oct 2008)
    26. 26. Certification Process <ul><li>Application for certification </li></ul><ul><li>Maximum of 2 years to take the exam </li></ul><ul><li>Pay fee for processing and initial exam sitting </li></ul><ul><li>Test will be administered at a testing center </li></ul><ul><li>Notified of certification via written letter </li></ul>
    27. 27. Endorsed Education Providers <ul><li>Education providers endorsed by IIBA: 65 </li></ul><ul><ul><li>5 in South Africa </li></ul></ul><ul><li>These providers offer courses on business analysis that are aligned with the IIBA Business Analysis Body of Knowledge® (BABOK®) . </li></ul><ul><li>IIBA web site has an area for members to review endorsed education providers </li></ul>
    28. 28. International Membership <ul><li>Opportunity to influence and contribute to the profession and service of Business Analysis </li></ul><ul><li>Member Newsletter with current information </li></ul><ul><li>Access to forums for sharing your expertise , expressing your professional opinion, and building a reputation within the industry </li></ul><ul><li>Personal Use of Membership Logo and Trademark as a &quot;Member of the International Institute of Business Analysis™&quot; </li></ul>Opportunity for SA BA’s: Participate in discussion groups or publish articles
    29. 29. Chapter Membership <ul><li>Networking with other business analysis professionals </li></ul><ul><li>Mentoring opportunities </li></ul><ul><li>Informational speakers on relevant topics </li></ul><ul><li>Exposure to tools and techniques </li></ul>Opportunity for SA BA’s: Speak and be famous! Speak and be paid!
    31. 31. So what about the South African chapter <ul><li>IIBA-SA is a s21 company (not-for-gain) registered in SA </li></ul><ul><li>Business model is National Chapter with central council, and events committees operating in regions where they can best serve members </li></ul><ul><li>Work started 2006, formally chartered October 2007 </li></ul><ul><li>Events committees in Johannesburg & Cape Town </li></ul><ul><li>Mission </li></ul><ul><ul><li>Further the aims of the IIBA </li></ul></ul><ul><ul><li>Represent interests of local BA’s in respect of international IIBA goals </li></ul></ul><ul><ul><li>Offer local value for chapter BA’s </li></ul></ul><ul><ul><li>Promote South African BA capability on the global stage </li></ul></ul>
    32. 32. IIBA-SA Organisation structure Chapter Council President Vice President Treasurer Director Membership Director Education Secretary Chairperson Ctn Events Chairperson Jhb Events Director Comms & Mkts VOLUNTEERS Director Nat. Events
    33. 33. IIBA-SA Current Office Bearers Chapter Council President - Steve Erlank VP - Stephanie Bulmer Treasurer – Mohamed Bray Director: Membership - Debbie Bryson Director: Education – Joan Pournara Secretary – Stuart Wellard Director: Comms & Mktg - VACANT Events Chair: Cape Town Laura Wier CT CT CT JHB Director: National Events - VACANT JHB JHB Events Chair: Johannesburg Sumesh Moodley Volunteers Volunteers Various sub-committees
    34. 34. The Chapter Council <ul><li>Purpose </li></ul><ul><ul><li>The purpose of the Chapter Council is to develop standards, processes, administrative infrastructure, and provide a forum for sharing information between the chapters and with the Executive IIBA board. </li></ul></ul><ul><li>Objectives </li></ul><ul><ul><li>Develop policies and procedures for the formation and daily management of the chapters </li></ul></ul><ul><ul><li>Provide a resource for the Chapters to ask questions and share information </li></ul></ul><ul><ul><li>Be a vehicle for better communication between the IIBA International and the local chapters </li></ul></ul>
    35. 35. Chapter Finances - Income <ul><li>Chapter membership fees </li></ul><ul><li>Income from Events </li></ul><ul><li>Sponsorships </li></ul>
    36. 36. Chapter Finances - Expenses <ul><li>Expenses </li></ul><ul><ul><li>General office needs (printing, office supplies, etc.) </li></ul></ul><ul><ul><li>Audit Fees </li></ul></ul><ul><ul><li>Meeting location and other meeting needs (food, A/V needs, etc.) </li></ul></ul><ul><ul><li>Special Events </li></ul></ul><ul><ul><ul><li>Down payments or other upfront fees for event space and speakers </li></ul></ul></ul><ul><ul><ul><li>Gifts for guest speakers </li></ul></ul></ul><ul><ul><ul><li>Credit Card transaction fees </li></ul></ul></ul><ul><ul><li>Marketing and awareness </li></ul></ul><ul><ul><li>Regulatory registration costs. (Example: Company fees) </li></ul></ul><ul><ul><li>Travel and meeting fees for board members </li></ul></ul>
    37. 37. Chapter Sponsorship <ul><li>Premiere Sponsor – R30000 p.a. </li></ul><ul><ul><li>Sole sponsor for all primary chapter activities </li></ul></ul><ul><ul><li>Benefits: Visibility on website, collateral, recognized at all general chapter meetings, Able to present at one general meeting </li></ul></ul><ul><li>Chapter Patron – Cost based on need and type of assistance </li></ul><ul><ul><li>Provides additional support, often in kind </li></ul></ul><ul><ul><li>Benefits: Visibility on website for as long as support exists, collateral recognized at all general chapter meetings, </li></ul></ul><ul><ul><li>related to specific event </li></ul></ul><ul><li>Event Sponsor – Up to R5000 per event </li></ul><ul><ul><li>Sponsors/underwrites costs of events </li></ul></ul><ul><ul><li>Benefits: Visibility on event marketing, collateral related to specific event </li></ul></ul>Opportunity for SA BA’s: Get your company to sponsor an event!
    38. 38. Endless Possibilities <ul><li>Inexpensive 1-day training workshops for members only </li></ul><ul><li>Annual 2-day conference for Business Analysts </li></ul><ul><li>Speaking engagements at overseas conferences? </li></ul><ul><li>Other member benefits? </li></ul><ul><li>Gala dinner, golf days, member fun events….? </li></ul><ul><li>Job-related services </li></ul>Constrained only by energy of BA’s themselves
    39. 39. Possible events for Event committees IIBA SEMINARS VENDOR EVENTS 1-DAY SKILLS WORKSHOPS CONFERENCES GENERAL MEETINGS Topics like What is a BA, Where does the Role start and end in your organization, Where does your organization have the BAs, Case studies, round table discussions, BABOK reviews. Evening or half day or full day! Breakfast/evening talks combining some learning with showcasing products of interest to BA’s. Open marketing, provided they have value to BA’s Heavily discounted workshops/training courses run by BA’s for BA’s. Aim is skills transfer. Also BABOK, CBAP certification workshops etc Regular 1-day mini conferences combining guest speakers with local speakers. Annual 2-day conference (away!) Committee planning meetings, AGMS etc
    40. 40.
    41. 41. Thank You <ul><li>Steve Erlank </li></ul><ul><li>[email_address] ( </li></ul><ul><li> </li></ul>
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