This document summarizes a presentation given by Marc Bonnemains on the relationship between project managers and business analysts. It discusses how their roles complement each other to define project scope and requirements. While project managers focus on delivering solutions through project management and business analysts focus on defining business value, they must work together closely. Their relationship requires clear roles and responsibilities, open communication, and mutual trust and respect. Understanding how their knowledge and responsibilities overlap is key to ensuring project success.

1. Event of PMI® Switzerland Chapter - Geneva
Project Manager
Business Analyst
Project Manager and Business Analyst.
Allies or Ennemies?
Marc Bonnemains
MSc, MBA, PhD, PMP®
Self-taught Expert
http://ca.linkedin.com/in/marcbonnemains
http://www.viadeo.com/fr/profile/marc.bonnemains
PMI presentation Geneva – BA&PM - PMI 1

2. Event of PMI® Switzerland Chapter - Geneva
Project Role Definition Role not Title
Project Manager (PM)
« The person assigned by the performing organization to
achieve the project objectives ». (PMI, PMBok, Fourth ed.)
Business Analyst (BA)
« A business analyst works as a liaison among stakeholders in
order to understand the structure, policies, and operations of
an organization, and to recommend solutions that enable the
organization to archieve its goals ». (IIBA)
In summary
PM is accountable to delivery solution through project
management
BA is accountable to define value
Dec. 8 , 2011 Copyright © 2011 Marc Bonnemains 2

3. Event of PMI® Switzerland Chapter - Geneva
Context
New Paradigm in Project Management
Project success =
(on time + on budget + on quality) x business value
Changing Views of Project Management
News Factors
Hight Complexification and Uncertainty
Model-Driven Engineering (MDE)
Business Process Management (BPM)
Value Management (VM)
Corporate Social Responsibility (CSR)
Dec. 8 , 2011 Copyright © 2011 Marc Bonnemains 3

4. Event of PMI® Switzerland Chapter - Geneva
Context
New Paradigm in Project Management
Source: Value-Driven Project Management by Harold Kerzner,Frank P. Saladis, 2007
Dec. 8 , 2011 Copyright © 2011 Marc Bonnemains 4

5. Event of PMI® Switzerland Chapter - Geneva
Business Analyst - Who is he ?
Not New!
Mediator or the bridge between technology and the business
Historically, known as
• Business Consultant • Data Analyst
• Management Consultant • Product Managers
• System Analyst • Enterprise Analyst
• Change Manager • Product Owner
• Business System Analyst • Entreprise Analyst
• Systems Analyst • Business Architects
• Requirements engineers
• …
But today!
We assiste at the professonalization thru IIBA
Dec. 8 , 2011 Copyright © 2011 Marc Bonnemains 5

6. Event of PMI® Switzerland Chapter - Geneva
Business Analyst - What is he doing?
Requirements
Business Requirements, Stakeholder Requirements, Solution
Requirements, Transition Requirements
Facilitator
Mediator or the bridge between the Technical and Business
end of stakeholders
Communication
BA Communication Plan
Risks
BA Risks Management Plan
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7. Event of PMI® Switzerland Chapter - Geneva
Implications of The Two Roles
Having two roles naturally creates divisions, conflict,
competition…
And Fears…
PM Fear about BA BA Fear about PM
• BA collecting requirements • PM is unwilling to fully
without effective coordination, investigate and analyse
facilitation, or realistic deadline stakeholder needs
• BA will create unrealistic • PM doesn’t understand the
expectations with stakeholders complexity of defining,
• PM left out of the loop on critical analysing, and managing
meetings and conversation with requirements
sponsors and stakeholders • PM sees the BA as an asistant
• BA don’t have functional or • PM moves after the end of the
technical knowledge to articulate project, but BA stays and lives
requirements correctly with the consequences
Dec. 8 , 2011 Copyright © 2011 Marc Bonnemains 7

8. Event of PMI® Switzerland Chapter - Geneva
The 3 C’s for an Effective Partnership
Clear Roles and Responsabilities
RACI…
Commitment to Open Communication
Communication Channels:
Business Domain vs. Project
Collaboration Based on Mutual Trust, Need, and
Respect
Dec. 8 , 2011 Copyright © 2011 Marc Bonnemains 8

9. Event of PMI® Switzerland Chapter - Geneva
Key Areas of Overlapping Responsabilities
Scope Requirements
Project Scope Collect Requirements
Requirements Mgmt Plan
Solution Scope Tracing Requirements
Solution Scope Documenting Requirements
Communications Risks
Communications Mgmt Risks Mgmt
BA Communication Mgmt BA Risks Mgmt
Stakeholder Mgmt
Stakeholder Indentification
BA Communication Plan PMBok components
BABok components
Dec. 8 , 2011 Copyright © 2011 Marc Bonnemains 9

10. Event of PMI® Switzerland Chapter - Geneva
Books of Knowledges
9 knowledge areas 6 knowledge areas
in 5 main processes
Source : www.pmi.org
Source : www.th eiiba.org
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11. Event of PMI® Switzerland Chapter - Geneva
PMBok and BABok Compared
It is a mapping between PMBok and BABok Knowledge Areas
Dec. 8 , 2011 Copyright © 2011 Marc Bonnemains 11

12. Event of PMI® Switzerland Chapter - Geneva
Conclusions
PMBok main focus is on project parameters
BABok main focus is on solution parameters
PMBok is not explicit about eliciting, analysing and
documentating requirements
BABok is not explicit about all project management
activities
The PMBok and the BABok together are excellent
PM and BA are necessary to archive project business
value
Dec. 8 , 2011 Copyright © 2011 Marc Bonnemains 12

13. Event of PMI® Switzerland Chapter - Geneva
PM and BA Crossroads
Relationship between PM and BA responsibilities
Source : Darya Duma et Max Locke, Procept Associates Ltd.
Dec. 8 , 2011 Copyright © 2011 Marc Bonnemains 13

14. Event of PMI® Switzerland Chapter - Geneva
PM and BA Working Togerther
Lessons
Lessons
Learned
Learned
Source: Adapted from International Institut of Business Analyst, 2011
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15. Event of PMI® Switzerland Chapter - Geneva
Project Management: BA’s Perspective
Source: AoteaStudios, 2010
Dec. 8 , 2011 Copyright © 2011 Marc Bonnemains 15

16. Event of PMI® Switzerland Chapter - Geneva
(P) PMBok process
PMBok and BABok Processes (B) BABok process
It is an interpretation of how both BOKs tasks correlate to each other
Source: Adapted from www.PMRoadTrip.com, 2011
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17. Event of PMI® Switzerland Chapter - Geneva
(P) PMBok process
PMBok and BABok Processes (B) BABok process
It is an interpretation of how both BOK tasks correlate to each other
Source: Adapted from www.PMRoadTrip.com, 2011
Dec. 8 , 2011 Copyright © 2011 Marc Bonnemains 17

18. Event of PMI® Switzerland Chapter - Geneva
(P) PMBok process
PMBok and BABok Processes (B) BABok process
It is an interpretation of how both BOK tasks correlate to each other
Source: Adapted from www.PMRoadTrip.com, 2011
Dec. 8 , 2011 Copyright © 2011 Marc Bonnemains 18

19. Event of PMI® Switzerland Chapter - Geneva
Ressources aditionnelles - Bibliography
Business Analyst, from iiba Web site: www.theiiba.org
Casing Out the Problem By Steve Blais, PMP®, from allPM.com Web site:
http://www.allpm.com/modules.php?op=modload&name=News&file=article&sid
=1720&mode=thread&order=0&thold=0
Why Does a Project Need a Project Manager and a Business Analyst? by Barbara
Carkenord, PMP®, from allPM.com Web site:
http://www.allpm.com/modules.php?op=modload&name=News&file=article&sid
=1517&mode=thread&order=0&thold=0
The Business Analyst: The Pivotal IT Role of The Futur By Kathleen B. Hass, PMP® a
white paper, Management Concepts
http://www.slideshare.net/thumbarger/2008-business-analyst-the-pivotal-role-
of-the-future-2
Integrating Project Management and Business Analysis By Jamal Moustafaev, BBA,
MBA, PMP®, Thinktank Consulting http://www.slideshare.net/thumbarger/2008-
business-analyst-the-pivotal-role-of-the-future-2
The New Methodology. By Fowler, M. from martinfowler.com Web site:
http://www.martinfowler.com/articles/newMethodology.html
The Pivotal Role of the Business Analyst in a Service-Oriented World, from theiiba
Web site: download.theiiba.org/files/May-1-2006OFFICIALFINALWhitepaper.pdf
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20. Event of PMI® Switzerland Chapter - Geneva
Ressources aditionnelles - Bibliography
Project scope and requirements by Sarath Sasikumar, PMP and Mahindra Satyam,
CBAP, http://www.slideshare.net/tictactoe123/project-scope-and-requirements-
management
PM and BA Collaboration at RTP IIBA Chapter, 2008 by Razvan Radulian
http://www.why-what-how.com/library/presentations/ColaborationPMandBA-
RazvanRadulian-RTPIIBA-2008.pdf
The Business Analyst/Project Manager: A New Partnership for Managing Complexity
and Uncertainty by Robert K. Wysocki, John Wiley and Sons, 2010
Dec. 8 , 2011 Copyright © 2011 Marc Bonnemains 20