Semana 1

Mtro.
Sal Andrs Aguilar Salgado

Contenido de Semana 1.
TEMAS Y SUBTEMAS
1. Fundamentos de anlisis de negocios
1.1. El cambio constante en los negocios
1.2. El concepto de anlisis de negocios
1.3. Asociaciones internacionales sobre anlisis de negocios
1.4. Certificaciones internacionales como analista de negocios
1.5. El papel e importancia del analista de negocios
1.6. El cuerpo de conocimientos de los fundamentos del anlisis de negocios
1.7. El anlisis de negocio en el contexto empresarial
1.8. La razn de ser de la empresa
1.9. La importancia de la empresa y sus objetivos de negocio
1.10. Diversidad empresarial
1.11. El entorno empresarial
1.12. Estrategia en las organizaciones
Desarrollo del tema
El Anlisis de Negocio es el campo de ms rpido crecimiento en los negocios hoy da.

Las organizaciones estn reconociendo que el rol del Analista de Negocio es tctico y estratgico. El
Analista de Negocio es la persona que traduce las necesidades del cliente en procesos de negocio, en
funcin de los objetivos estratgicos .
El Anlisis de Negocio representa un factor crtico

para lograr un proyecto exitoso actuando como
enlace, entre las personas del negocio que necesitan
una solucin a un problema que no le permite
alcanzar sus objetivos, y el equipo del proyecto que
desarrolla la solucin.
El Analista de Negocio es el medio de comunicacin
entre ambos mundos haciendo de puente entre
ambos lados de la ecuacin. Esta funcin recibe
distintas denominaciones, entre otras, Analista de
Procesos, Facilitador o Coordinador.
Bajo este contexto definiremos al Anlisis de Negocio como:

Un conjunto de tareas y tcnicas utilizadas para trabajar como enlace entre todas las partes
interesadas (stakeholders) a fin de comprender la estructura, las polticas y operaciones de
una empresa y recomendar soluciones que le permitan alcanzar sus objetivos.
BABOK
Actualmente, al igual que el PMI es la organizacin

que dicta las mejores prcticas en gerencia de
proyectos, el IIBA (International Institute of Business
Analysis) es la organizacin que dicta las mejores
prcticas en Anlisis de Negocio, las cuales han sido
plasmadas en el BABOK (Business Analysis Body of
Knowledge) por profesionales del Anlisis de Negocio.
Cabe mencionar que esta misma asociacin
promueve la certificacin CBAP (Certified Business
Analysis Professional), la cual en la actualidad es muy
aceptada por las empresas, al igual que las prcticas
contenidas en el BABOK, tal como se puede
constatar en la pgina del IIBA.
http://www.ddi.com.mx/IIBA/
Qu es el anlisis de negocio desde la perspectiva del

BABOK?
El Anlisis de Negocio implica comprender cmo las organizaciones realizan sus metas y como
definen sus capacidades para proporcionar productos y servicios a sus clientes. Incluye la definicin
de objetivos, y como estos se relacionan para la determinacin de los planes de accin
interactuando con las diferentes unidades de negocio y los interesados, internos y externos.
El Anlisis de Negocio puede realizarse tambin para entender la situacin actual de una empresa, o
servir de base para identificar las necesidades del negocio. En muchos casos, sin embargo, se realiza
el anlisis de negocio para definir y validar las soluciones que satisfagan las necesidades del negocio,
metas u objetivos.
EL Anlisis de Negocio evala y sintetiza la informacin proporcionada por todas las personas que
interactan con el negocio, como clientes, proveedores, personal de apoyo, el personal de TI, etc. y
ejecutivos. El analista de negocios es responsable de obtener las necesidades reales de los
interesados, y no slo sus deseos. En muchos casos, el analista de negocios acta como un
facilitador de la comunicacin entre las unidades de negocio. Un ejemplo del papel de analista de
negocios es facilitar la alineacin de las necesidades de las unidades de negocio con los servicios
prestados por la tecnologa de la informacin (TI).
El Anlisis de Negocio profesional incluye no slo personas como analistas de negocios,

tambin puede incluir otros profesionales tales como: analista de sistemas, analista de
requerimientos, ingeniero de sistemas corporativos, analista de producto, gerente de
producto, arquitecto de soluciones, consultores de gestin corporativa o cualquier otra
persona que realice las tareas descritas en la Gua de BABOK , incluyendo aquellos que
estn tambin relacionados con disciplinas tales como la gestin de proyectos,
desarrollo de Software, control de calidad, etc.
El Analista de Negocios es responsable del:

qDesarrollo y Administracin de Requerimientos de sistemas
qValidacin de requerimientos para reingeniera de procesos
qAnlisis y recomendacin de soluciones de mejora continua
qValidacin y documentacin de problemas y oportunidades de negocio
qAnlisis de requerimientos organizacionales y/o operacionales

qLas Soluciones NO son predeterminadas por el Analista- de Negocios- y son manejadas
solamente a travs del requerimiento del negocio.
qLas Soluciones frecuentemente incluyen componentes de desarrollo de sistemas pero
pueden tambin consistir en mejoramiento de procesos o cambios organizacionales.
El Anlisis de Negocios es distinto al anlisis financiero, a la administracin de proyectos, al
aseguramiento de calidad, al desarrollo organizacional, a la ejecucin de pruebas, a la
capacitacin y al desarrollo de documentacin. Sin embargo dependiendo de la organizacin,
un Analista de Negocios puede ejecutar alguna o todas estas funciones relacionadas.
Cul es la dimensin en donde opera el Anlisis de

Negocio?
En todo negocio es necesario para alcanzar los
resultados esperados (generar valor), contar con
estrategias globales adaptadas al medio ambiente en el
que se desarrolla.
Que son las estrategias?
La Estrategia es la forma en que la organizacin busca alcanzar su visin y misin:

Un conjunto de metas y objetivos
Un mtodo que involucra gente, recursos y procesos
De acuerdo con Michael Porter, la estrategia es:
La posicin competitiva nica de la empresa
Intercambios claros y elecciones contra la competencia
Propuestas de valor y actividades
La Estrategia define lo que debemos y lo que no debemos hacer
Porter, (1996)
Proceso del anlisis de negocio
Siguiente tema:
reas de conocimiento del Anlisis de Negocio
Administracin Estratgica
Mtro. Saul Andres Aguilar salgado
Estrategia
Es el programa general para definir y alcanzar los

objetivos de la empresa; la respuesta de la organizacin
a su entorno en el transcurso del tiempo.
Alfred D. Chandler (1962) define la estrategia como la

determinacin de las metas y objetivos bsicos de una
empresa a largo plazo, la adopcin de los cursos de
accin y la asignacin de recursos necesarios para
alcanzar dichas metas.
Del griego, estrategia, que significa el arte o la ciencia

de ser general.
Evolucin del concepto de la estrategia

A partir de la Segunda Guerra Mundial, la prctica de planificar la
estrategia de la organizacin se ha convertido en un tipo de
planificacin especializada llamada administracin estratgica. Por lo
general, los administradores usan un proceso de cuatro pasos para la
administracin estratgica, con el objetivo de decidir cul ser la
estrategia de la organizacin y para que la gente aplique dicha
estrategia.
Tres niveles
Nivel Corporativo:
Estrategia formulada
por la alta direccin
Nivel funcional
Estrategia formulada para un rea especifica de
funciones con el propsito de poner en prctica la
estrategia
Se conoce como tctica
Nivel Operativo
Estrategia formulada para un rea operativa
Liderazgo
Influencia
Relacin
Ldercolaborador
Cambio
LIDERAZGO
Objetivos
Institucionales
Gente
Lderes Estratgicos
Gerentes Estratgicos
Son los encargados de guiar a la empresa mediante cada una de sus
divisiones.
Gerente Funcional:
Los gerentes funcionales tienen una funcin o actividad especifica
como puede ser contabilidad, TI, y realizan acciones que en su
conjunto aportan a la realizacin de la meta.
Fases de la administracin estratgica

Planificacin estratgica: Es el nombre que solemos
usar para las actividades que dan sentido y direccin.
Comprende tanto el proceso para establecer metas,
as como aqul para formular estrategias.
Implantacin de la estrategia: Es el nombre que

solemos usar para las acciones basadas en este tipo
de planificacin. Esta etapa incluye los pasos de
administracin y control estratgico.
Proceso de la Administracin
Estratgica
El proceso de Administracin estratgica se puede dividir en cinco
componentes diferentes, los cuales son:
Definicin de Misin y las metas corporativas.
Anlisis del ambiente externo de la organizacin para identificar

oportunidades y amenazas.
Anlisis del ambiente operativo interno para identificar fortalezas y

debilidades de la organizacin.
Seleccin de estrategias fundamentadas en las fortalezas de la

organizacin y que corrijan sus debilidades, con el fin de tomar
ventaja de oportunidades externas y contrarrestar las amenazas
externas.
Implementacin de las estrategias.
Mision y
metas
Analisis
Ambiente
Externo
Analisis
Ambiente
Interno
Seleccin de
Estrategias
Implementacin
de Estrategias
Meta
Es el fin que trata de alcanzar una organizacin; las organizaciones suelen tener ms de una
meta y son elementos fundamentales de las organizaciones.
Las metas proporcionan un sentido de direccin: Cuando no existe una meta se avanza
confundido.
Las metas permiten enfocar nuestros esfuerzos: Toda persona u organizacin cuenta con
recursos limitados y una amplsima serie de posibilidades para usarlos.
Las metas guan nuestros planes y decisiones: Planes a corto y largo plazo, y le servirn
para tomar muchas decisiones fundamentales.
Las metas sirven para evaluar nuestro avance: Una meta definida con claridad y con un
lmite de tiempo concreto se convierte en parmetro de los resultados, las metas forman
parte esencial del control.
FODA
Anlisis Externo
Anlisis Externo
Su objetivo consiste en identificar las oportunidades y amenazas. En esta etapa se deben examinar tres
ambientes interrelacionados:
1. El inmediato, o de la industria donde opera la organizacin,
2. El ambiente nacional y
3. El macroambiente.
El ambiente inmediato es evaluacin de la estructura competitiva industrial de la organizacin, que incluye la
posicin competitiva de la organizacin versus su competencia y todo el ambiente que rodea a la industria a
la que pertenece la compaa a evaluar.
Para estudiar el ambiente nacional se requiere evaluar si el contexto nacional dentro del cual opera una
compaa facilita el logro de una ventaja competitiva en el mercado mundial.
Analizar el macroambiente consiste en examinar factores macroeconmicos, sociales, gubernamentales,
legales, internacionales y tecnolgicos que puedan afectar la organizacin.
Cinco fuerzas de Porter
Amenaza de nuevas entradas. No perder de vista lo que hace la

competencia.
Poder de negociacin de los compradores. Estar al pendiente de si

los clientes tienen el poder adquisitivo para comprar.
Poder de negociacin de los proveedores. Renegociar con nuestros

proveedores para encontrar precios favorables.
Amenaza de productos sustitutos. Quin ms aparte de la

competencia directa puede amenazar el negocio.
Rivalidad entre los competidores. Vigilar la publicidad de la

competencia.
Anlisis Interno
Anlisis Interno
El anlisis interno, posibilita fijar con exactitud las fortalezas y debilidades de la organizacin. Tal anlisis
comprende la identificacin de la cantidad y calidad de recursos disponibles para la organizacin.
Para una compaa la generacin y mantenimiento de una ventaja competitiva requiere lograr superior
eficiencia, calidad, innovacin y capacidad de conformidad por parte del cliente.
Las fortalezas posibilitan obtener superioridad en estas reas, mientras que las debilidades se traducen en
desempeo inferior.
Anlisis Interno
Habilidades
Las Habilidades, se refieren a aquellas fortalezas de una empresa que le permiten hacer una diferenciacin entre los
productos propios y la de los competidores, otra forma de tener una capacidad distintiva es la reduccin de costos
en comparacin a la de sus competidores, permitindole a la empresa colocarse en una ventaja competitiva.
Recursos
Los recursos son el capital de las asignaciones de factores financiero, fsico, social, tecnolgico y organizacional
que permiten a una compaa crear valor para sus clientes.
Eficiencia
La medida mas sencilla de la eficiencia es la cantidad de entradas de material que necesita para producir una
articulo dado, es decir eficiencia = productos/entradas de material.
Calidad
Se dice que un producto tiene una calidad superior cuando los clientes perciben que hay mas valor en los atributos
de un producto especifico, en comparacin con los mismos productos de la competencia.
Administracin Estratgica Continua

Misin,
Visin,
Valores
Evaluacin
y Control
Implementacin de
la Estrategia
Analisis de
Entorno
Formulacin
de la
Estrategia
Fin
Anlisis de negocios
BABOK Capitulo 1
Mtro. Saul Andres Aguilar salgado
Conceptos principales
Anlisis de Negocios
Conjunto de tareas y tcnicas utilizadas para trabajar como enlace entre los stakeholders con el
fin de entender la estructura, polticas y operaciones de una organizacin, y para recomendar
soluciones que permitan a la organizacin alcanzar sus metas.
Implica entender el funcionamiento de las organizaciones y definir adems las capacidades que
una organizacin tiene que seguir para alcanzar esas metas. Puede llevarse a cabo para
entender la situacin actual de una organizacin o puede servir como base para la identificacin
posterior de necesidades de negocio. En la mayoria de los casos se utiliza para evaluar
soluciones a necesidades concretas de la empresa.
BABOK capitulo 1
Stakeholders
Son todos los involucrados en el Anlisis de negocio son todas las personas que de alguna
forma tienen que ver con el negocio en si, la solucin o las necesidades, tales como, clientes,
empleados, profesionales de TI y ejecutivos.
BABOK capitulo 1
Analista de negocios
Cualquier persona que lleva a cabo actividades del Anlisis de Negocio sin importar el puesto o
rol que pueda tener en la organizacin. Puede ser cualquier persona que lleva a cabo las tareas
descritas en el BABOK.
BABOK capitulo 1
Dominio
rea objeto del Anlisis, lmites de una organizacin o unidades de una organizacin, pueden
ser tambin los stakeholders que estn fuera de esos lmites o su interaccin.
BABOK capitulo 1
Soluciones
Es un conjunto de cambios al estado actual de una organizacin que son realizados con la
finalidad de habilitar a una organizacin con la finalidad de habilitar a dicha organizacin para
responder a una necesidad, resolver un problema, o aprovechar una oportunidad de negocio. El
alcance de la solucin es normalmente menor que el alcance del dominio dentro del cual la
solucin es implementada , y servir como base del alcance del proyecto para implementar esa
solucin.
BABOK capitulo 1
Requerimientos
Una condicin requerida por un interesado para resolver un problema o alcanzar un objetivo
Una condicin o capability que debe ser cubierta o estar contenida en una solucin o
componente de la solucin para cumplir con un contrato, estndar, especificacin o cualquier
otro documento formal.
Una representacin documentada de una condicin o capacidad como en 1 y/o 2.
BABOK capitulo 1
reas de conocimiento
Es lo que el profesional de anlisis de Negocio necesita entender y las tareas que deben ser
capaces de realizar, las tareas pueden ser realizadas en forma simultnea, en sucesin o
iterativamente y pueden comenzarse en cualquier orden siempre y cuando se tengan todas las
entradas disponibles.
BABOK capitulo 1
Fin
An Overview of Version 2.0 of
the BABOK Guide

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presentation. It can
be humorous.
Make sure you look at
the Notes Pages for
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Presenter
Information
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Tel: 2737-2800
Vision and Mission

Vision
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
analysis professionals.
IIBA Goals
Strategic Goals
Create and develop

awareness and recognition
of the value and
contribution of the role of
the Business Analysis
Professional
Define the Business
Analysis Body of
Knowledge (BABOK)
Publicly recognize qualified
practitioners through an
internationally
acknowledged certification
program
Operational Goals
Ensure the long term
viability of the organization
Enable sustainable growth
to support the
establishment of the IIBA as
a worldwide organization
Ensure financial viability to
support the implementation
and sustainment of the IIBA
operational and strategic
priorities
Consistently demonstrate
value of the organization to
IIBA constituents
Provide a forum for

knowledge sharing
Why Define the BABOK?

Create a shared understanding
of business analysis.
It defines the BA role

It says what a BA needs to be able
to do
It describes the techniques that a
BA should be able to use
It describes the competencies that
are required to be effective
Definition of Business Analysis

Business Analysis is the set of
tasks and techniques used to work
as a liaison among stakeholders in
order to understand the structure,
policies, and operations of an
organization, and recommend
solutions that enable the
organization to achieve its goals.
Value of Business Analysis

It is about understanding:

How an organization works

Why the organization exists
What are its goals and objectives
How it accomplishes those objectives
How it needs to change to better accomplish
objectives or to meet new challenges
It is about meeting business needs.

It is about ensuring investment in the
right solutions.
Understanding Scope
Solution Scope
The set of capabilities required to
meet a business need
Project Scope
The work required to implement the
solution scope
Business analysis is required to

define solution scope.
Who else is involved?

Project
Manager
Regulator
Implementation SME
Sponsor
Domain
SME
Customer
Supplier
Business
Analyst
Tester
10
Business Analysis Body of Knowledge

Version 2
Identifies currently
accepted practices
Recognizes
business analysis is
not synonymous
with software
requirements
Defined & enhanced
by the professionals
who apply it
The set of tasks, knowledge, & techniques required to

identify business needs & determine solutions to
business problems.
Captures the sum of

the knowledge
required for the
practice of business
analysis as a
profession
11
What are the major changes?

All content is complete
77 tasks consolidated into 32
Applies to a wider range of methods
including Agile, BPM
Validated by practitioners and
experts
Surveys of BA community show that
content is generally accepted
12
BA Planning & Monitoring

Purpose
Answers the Question
Identifies tasks What do I need

& stakeholders
to do?
Value
Understand who needs to be

engaged & what needs to be
done; monitor progress;
coordinate with others
13
BAP&M Structure
14
Elicitation
Purpose
Elicit reqs
from stakeholder groups
What do
Stakeholders
need?
Value
Describes the various

techniques used to elicit
requirements
15
Elicitation Structure
16
Req Management & Communication

Purpose
Communicate Does everyone

the outcome;
understand &
Identify &
agree?
manage change
Value
Bring stakeholders to a common

understanding; formalizes
agreement
17
RM&C Structure
18
Enterprise Analysis
Purpose
Understand the
Big Picture
Why are we
doing this?
Value
Provides a context and/or

foundation on which to evaluate
all future issues & challenges
19
Enterprise Analysis Structure
20
Requirements Analysis
Purpose
Analyze the
data
What must the

Solution do?
Value
Transforms the business need

into clearly described
capabilities
21
Requirements Analysis Structure
22
Solution Assessment & Validation

Purpose
Ensure the
best solution is
chosen
Does it do
what it was
supposed to?
Value
Evaluate and choose among

alternatives; assess tradeoffs
and options
23
SA&V Structure
24
Underlying Competencies
Analytical
Thinking and
Problem
Solving
Behavioral
Characteristics
Business
Knowledge
Ethics
Business
Principles and
Practices
Creative Thinking
Communication
Skills
Interaction
Skills
Oral
Communications
Facilitation and
Negotiation
Software
Applications
General Purpose
Applications
Decision Making
Industry
Knowledge
Learning
Personal
Organization
Teaching
Leadership and
Influencing
Organization
Knowledge
Problem Solving
Specialized
Applications
Trustworthiness
Systems Thinking
Solution
Knowledge
Written
Communications
Teamwork
25
Techniques
Techniques consolidated in
their own chapter
34 techniques described in 2.0

All techniques listed are performed
by a majority of BAs today
Includes all commonly used
elicitation and analysis techniques
Cover most situations a BA is likely
to encounter
26
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http://www.iiba.org.br
Certification Handbook
The IIBA guide to gaining the CBAP designation.
April 16, 2014
Table of Contents
Table of Contents ......................................................................................................................................... 2
1.0
About this Handbook ......................................................................................................................... 3
2.0
About International Institute of Business Analysis .......................................................................... 3

2.1
IIBA Vision Statement.................................................................................................................. 4
2.2
IIBA Mission Statement ............................................................................................................... 4
2.3
Fair & Equitable Policy................................................................................................................. 4
3.0
IIBA BABOK Guide Overview ........................................................................................................... 4
4.0
About the CBAP Certification .......................................................................................................... 5

4.1
What is Certification?................................................................................................................... 5
4.2
Definition of a Business Analysis Practitioner ............................................................................... 5
4.3
CBAP Certification Program Overview ....................................................................................... 5
4.4
Benefits of CBAP Certification .................................................................................................... 6
5.0
CBAP Certification Requirements ................................................................................................... 7

5.1
Work Experience Requirement .................................................................................................... 7
5.2
Knowledge Area Requirement ..................................................................................................... 9
5.3
Education Requirement ............................................................................................................. 10
5.4
Professional Development Requirement .................................................................................... 10
5.5
Reference Requirement............................................................................................................. 10
6.0
CBAP Application and Exam Process ........................................................................................... 11

6.1
Step 1: Applying for and Paying for CBAP Certification ............................................................ 12
6.2
Step 2: Paying for the Exam ...................................................................................................... 13
6.3
Step 3: Registering for the Exam ............................................................................................... 15
6.4
Step 4: Preparing for the Exam .................................................................................................. 15
6.5
Step 5: Taking the Exam ........................................................................................................... 16
7.0
Granting CBAP Certification .......................................................................................................... 18
8.0
Re-writing the CBAP Exam ............................................................................................................ 19
9.0
Maintaining CBAP Certification and Recertification ..................................................................... 19

9.1
Suspending or Withdrawing CBAP Certification........................................................................ 20
10.0
Audit of Candidate and CBAP Information ............................................................................... 20
11.0
Resolution of Appeals & Complaints ......................................................................................... 20
1.0 About this Handbook

The purpose of this handbook is to provide Certified Business Analysis Professional (CBAP ) applicants
and exam candidates the information needed to understand the International Institute of Business Analysis
(IIBA) organization and the process to become certified.
2.0 About International Institute of Business Analysis

IIBA is an independent, non-profit professional association serving the growing field of business analysis.
The IIBA mission includes the development and maintenance of standards for the practice of business analysis
and for the certification and recognition of its practitioners. IIBA is the first organization to offer the formal
certification for business analysis professionals.
To facilitate the public recognition and certification of qualified practitioners, IIBA is responsible for:
Creating and developing awareness and recognition of the value and contribution of the business
analyst.
Defining and maintaining the Business Analysis Body of Knowledge (BABOK) Guide.
Identifying the required skills and competencies of a qualified practitioner of business analysis.
Defining training and professional development standards.
Identifying and endorsing education providers.
Publicly recognizing and certifying qualified business analysts.
IIBA membership includes many important benefits to help support your development and career growth as a
business analyst including but not limited to:
Access to a free copy of the Business Analysis Body of Knowledge(BABOK Guide) v2.0
Free access to the Online Library of more than 300 books
Discounted fee for IIBA certification exams
Knowledge sharing and networking opportunities through the IIBA Community Network
Access to exclusive IIBA monthly publications such as the IIBA Quick Tips for Better Business
Analysis e-Bulletin
Eligibility to join a local IIBA Chapter
Access to a free copy of the Business Analysis Competency Model
Access to IIBA Webinars on a range of professional development topics
Job search capabilities using the Career Centre
Free access to the Agile Extension to the Business Analysis Body of Knowledge (BABOK) Guide
Access to a free copy of the BABOK Learning Guide
The formation of IIBA started in October of 2003, and was formalized at the organization's first Annual
General Meeting in March 2004. IIBA is headquartered in Toronto, Canada and maintains a website at
www.iiba.org.
2.1
IIBA Vision Statement
To be the worlds leading association for business analysis professionals.
2.2
IIBA Mission Statement
To develop and maintain standards for the practice of business analysis and for the certification of
practitioners.
2.3
Fair & Equitable Policy
IIBA policies and procedures contribute to the development, oversight, evaluation and maintenance of fair and
equitable certification and assessment. IIBA complies with all applicable laws and regulations, including the
Americans with Disabilities Act.
3.0 IIBA BABOK Guide Overview

The Business Analysis Body of Knowledge (BABOK) Guide is the collection of knowledge within the
profession of business analysis and reflects current generally accepted practices. The BABOK Guide is
defined and enhanced by the business analysis professionals who apply it in their daily lives. The BABOK
Guide describes business analysis areas of knowledge, their associated activities and tasks, and the skills
necessary to be effective in their execution.
Since the BABOK Guide is growing and evolving, each release must be considered a move toward the
complete body of knowledge. Additions will be made periodically based on feedback and changes to generally
accepted practices. While specific business analysis techniques may be referenced in the BABOK Guide, the
criteria for including information in the guide are that it is proven, generally accepted and widely applied. The
BABOK Guide is a reference for professional knowledge for business analysis and provides the basis for the
CBAP certification.
The BABOK Guide is composed of six knowledge areas plus underlying competencies. For more information
about the BABOK Guide, please visit the Business Analysis Body of Knowledge section of the IIBA
website.
4.0 About the CBAP Certification

4.1
What is Certification?
There are many definitions of professional certification, but the general meaning involves the concept of a
certifying organization approving the knowledge, experience, skills, and expertise of the certified individual.
Certification involves formal recognition of achievement after proving competency through an actual
demonstration of a designated set of skills and/or knowledge.
A business analysis professional certification is of growing importance within business and information
technology projects as the range and depth of required professional knowledge continues to expand.
The CBAP certification process includes demonstrating the required experience, knowledge and
competencies of a qualified practitioner of business analysis according to requirements designated by IIBA.
4.2
Definition of a Business Analysis Practitioner
The business analysis practitioner is responsible for identifying the business needs of his or her clients and
stakeholders to help determine solutions to business problems.
The business analysis practitioner is responsible for requirements development and requirements management.
Specifically, the business analysis practitioner elicits, analyzes, validates and documents business,
organizational and/or operational requirements. Solutions are not predetermined by the business analysis
practitioner, but are driven solely by the requirements of the business. Solutions often include a systems
development component, but may also consist of process improvement or organizational change.
The business analysis practitioner is a key facilitator within an organization, acting as a bridge between the
client, stakeholders and the solution team. Business analysis is distinct from financial analysis, project
management, quality assurance, organizational development, testing, training, and documentation
development. However, depending on the organization, a business analysis practitioner may perform some or
all of these related functions.
4.3
CBAP Certification Program Overview
A CBAP recipient is an elite member of the business analysis community, and a recognized expert in
identifying the business needs of an organization in order to determine business solutions. CBAP recipients
are senior BAs who have the skill and expertise to perform business analysis work on projects of various sizes
and complexities. More and more companies are recognizing the CBAP designation and the value and
expertise these professionals bring to their organizations.
You will want to consider the many professional benefits of earning the CBAP designation if you have an
advanced level of knowledge and experience, and are working in any of the following roles:
Business analysis
Systems analysis
Requirements analysis or management
Process management
Consulting
This certification program has been carefully designed to be in compliance with the International Standards
Organization (ISO) 17024 standard for certifying the competence of personnel. The program is also intended
to achieve ISO approval.
Certification applicants should be aware that the application process is a screening process for the exam.
Therefore, applicants should be very familiar with the requirements for applying, and with the application
process as described further in this handbook.
This CBAP certification is targeted to senior business analysts only. IIBAs Certification of Competency in
Business Analysis (CCBA) certification is for experienced business analysts who have acquired core BA
skills. The certification examination is offered in the English, German and Japanese language; other languages
may be included in the future.
A certification applicant is not required to be an IIBA member in order to take the certification examination,
but IBA members receive discounts on certification exam fees.
4.4
Benefits of CBAP Certification
Benefits to the individual may include:
Competence in the principles and practices of business analysis.

Participation in a recognized professional group.
Recognition of professional competence by professional peers and management.
Advanced career potential due to recognition as a professional Business Analysis practitioner.
Provides individuals with personal satisfaction of accomplishing a milestone in their BA careers.
Certification can improve overall performance, remove uncertainty and widen market opportunities.
The process of achieving and maintaining certification helps ensure you are continually improving and
refining your activities.
Potentially higher income for being formally recognized as an experienced BA professional. For more
details, view this recent salary survey.
Demonstrates knowledge of the skills necessary to be an effective senior member of the business
analysis community.
Benefits to the organization may include:
Provides advancement and recognition opportunities for staff.

Demonstrates to customers, competitors, suppliers, staff and investors that you use industry-standard
business analysis practices.
Demonstrates to your stakeholders that your business is run effectively.
The regular assessment process will improve staff responsibility, commitment and motivation.
Establishment and implementation of business analysis practices as outlined in the Business Analysis Body
of Knowledge (BABOK) Guide by individuals recognized as being knowledgeable and skilled.
More reliable, higher quality results produced with increased efficiency and consistency by BA
professionals who use industry standard BA techniques.
Identifies professional business analysts to clients and business partners.
Offers professional development and recognition for business analysts.
Demonstrates commitment to the field of business analysis, increasingly recognized as a vital component
of any successful project.
5.0 CBAP Certification Requirements

Each CBAP applicant must meet the requirements specified in this section to be eligible to write the exam.
To earn the CBAP designation, applicants must meet the following criteria:
Minimum 7500 hours of BA work experience aligned with the BABOK Guide in the last 10 years
Minimum 900 hours in each of four of the six knowledge areas
Minimum 21 hours of Professional Development in the past four years
Two references from a career manager, client or CBAP recipient
Signed Code of Conduct
If you dont meet the requirements for the CBAP certification, you may want to consider applying for the
CCBA Designation
5.1
Work Experience Requirement
7,500 hours (approximately five years) of business analysis work experience in the last ten years engaged in
tasks specifically aligned with the knowledge areas and underlying competencies defined within the BABOK
Guide. The ten year time frame is based on the application submitted date.
The business analysis work experience can either be activities the applicant has applied directly OR activities
the applicant has assisted others in applyingall activities must be aligned with the BABOK Guide
knowledge areas and underlying competencies.
Acceptable activities include:
Hands-on business analysis activities (e.g., requirements gathering, writing requirements
documentation, etc.).
Coaching or mentoring business analysts with respect to business analysis activities (e.g., planning
the requirements gathering process with the BA, reviewing requirements documents, etc.).
Activities that are not acceptable include:
Non-supervisory management of business analysis activities (e.g., resource management, status
reporting, performance management, etc.).
Teaching of business analysis training courses.
Selling requirements tools/software.
Project management.
Testing (e.g., creating and executing test scripts, reporting on testing status, creating test
plans/strategies, etc.).
Programming.
Neither the acceptable and unacceptable activities listed above are comprehensive. These are provided only as
a guideline. Each applicants work experience will be assessed on a case-by-case basis.
The following table lists examples of work experience that will qualify and that will not qualify during the
application assessment process. This is not a complete list. See below for instructions on how to document the
work experience section of the application form.
BABOK Guide
Knowledge Area
Work Experience
that Qualifies
Work Experience
that does NOT Qualify
Business Analysis
Planning and
Monitoring
Creating requirements plan to feed into project plan
Creating project plan
Identifying and documenting requirements risks
Identifying project risks
Reporting on requirements progress as input to

project status report
Elicitation
Facilitating requirements gathering workshop
Requirements
Management and
Communication
Walkthroughs and sign-offs of requirements

package
Providing weekly project status

reports
Preparing and conducting requirements presentation

for senior executives
Conducting design
walkthroughs
Enterprise Analysis
Determining business objectives
Creating Project Charter
Creating business architecture
Creating system or application

architecture
Functional requirements
Non-functional requirements
Creating service level

agreements
User requirements
Creating and documenting

design solution
Reviewing design document and ensuring

requirements are met
Creating design document
Reviewing test strategy, test plans and test cases to

ensure requirements are met
Creating test strategy, test plan or

test cases
Executing testing
Supporting QA and testing team
Tracking and managing defects
Reviewing defects and working with client to

determine:
Requirements
Analysis
Solution Assessment
and Validation
Priority of fix
Manual work around
Instructions for Documenting Work Experience:

1. The Work Experience section of the application form must be filled out by project as follows:
For several small projects within the same year, those projects should be combined into one project.
Indicate this on the application under Description.
List projects in date order with the most recent project experience first.
It is mandatory that at least 7500 hours of BA related work in the last ten years has been documented
in order to meet the application requirement.
Resumes will not be accepted to complete this requirement.
For each project, enter your Total BA Hours. These hours will count towards the minimum 7500
hours of business analysis work experience requirement and the minimum 900 hours in four of the
six Knowledge Areas requirement. The Total BA Hours and the tasks you select must be aligned
with the BABOK Guide v2.0.
For each project, from the list of tasks in the table, check off the tasks you have completed that are
aligned with the BABOK Guide v2.0. Do this for each of the six Knowledge Areas. You can select
a task when you have either performed the task yourself or coached/mentored another business
analyst in performing the task. For each Knowledge Area, indicate the percentage of the Total BA
Hours you spent on the tasks you selected. The percentages across all of the Knowledge Areas must
total 100 within a project.
Note: Any tasks you select that are not aligned with the BABOK Guide v2.0 will be removed and
the corresponding hours will be deducted from your Total BA Hours. This could result in your Total
BA Hours falling below the minimum 7500 hours required and/or the minimum 900 hours required
in four out of the six Knowledge Areas. If either occurs, your application will be declined.
2. During the assessment process, the hours deducted for work experience the applicant selects that is not
aligned with the BABOK Guide are calculated as follows:
a) We take the percentage entered for a Knowledge Area (KA) and multiply it by the number of
Total BA Hours entered for the project to determine the number of BA Hours for that KA.
b) We then subtract the percentage of invalid experience that is selected (i.e., experience not
aligned with the BABOK Guide) to total experience selected for that KA to come up with the
valid BA Hours for that KA.
c) We do the same for all KAs.
d) Then we add up the valid Total BA Hours for KAs across all projects to ensure the applicant
meets the 900 minimum hours requirement in four of the six KAs (see below for this
requirement).
e) Finally, we add up the valid Total BA Hours across all projects to ensure the applicant meets
the 7500 minimum hours requirement.
5.2
Knowledge Area Requirement
Demonstrated experience and expertise (i.e., a minimum of 900 hours) of business analysis work experience
engaged in tasks specifically aligned with the BABOK Guide in at least four of the six knowledge areas.
Note: This minimum of 900 hours in each of four out of the six Knowledge Areas are included in the
minimum 7500 hours required for the Work Experience requirement above. This requirement ensures there is
a breadth of work experience across the Knowledge Areas.
5.3
Education Requirement
High school or equivalent education. This is the minimum educational requirement.

Note: There will be no reduction in work experience for post secondary education
5.4
Professional Development Requirement
A minimum of 21 hours of professional development in the last four years. The professional development
must be completed by the application submitted date and it must meet the following criteria to qualify:
1. It must be moderated/facilitated similar to a formal course (i.e., there must be a moderator for the
session, or a facilitator/instructor who leads the group/individual through the material).
2. There must be a measurable learning objective (or set of objectives), and those must be directly
applicable to the role of the business analyst (i.e., in terms of either changing behaviour or improving
skills).
3. It cannot simply be a presentation on a specific topic:
a. There must be the opportunity for students to interact with the material (e.g., be able to ask
questions, make the learning meaningful) AND
b. An opportunity to practice the task or objective being presented and, be assessed by the
facilitator/moderator.
4.
The subject matter must be directly related to business analysis or its underlying competencies as per
the BABOK Guide.
Note: IIBA endorsed courses as per the Endorsed Education Provider (EEP) program automatically qualify
towards the 21 hours of Professional Development for initial certification because they have already been
assessed to ensure they meet the above criteria.
One hour of classroom/contact time is equal to one hour of Professional Development. Fractions of
Professional Development hours may be reported in quarter () hour increments after one full hour. If the
Professional Development is less than one hour, it does not qualify for any credit.
5.5
Reference Requirement
Two references from a career manager, client (internal or external) or CBAP recipient are required.
In addition:
Include one current contact.
All references must have known the applicant for at least six months.
A career manager is defined by IIBA as the person who is responsible for providing and preparing
the applicants annual performance review.
Project managers cannot be references unless they are also the applicants career manager. The
reference form must clearly indicate they fill both roles or the reference will not qualify.
Only two references will be assessed during the application assessment process.
It is the applicants responsibility to ensure the reference submits their form in time to be considered
for the exam date of interest and to do any necessary follow-up with their references.
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6.0 CBAP Application and Exam Process

Step 1: Applying for and Paying for CBAP Certification
Step 2: Paying for the Exam
Step 3: Registering for the Exam
Step 4: Preparing for the Exam
Step 5: Taking the Exam
Summary of Fees
Application and Exam
Fee
Application Fee (non-refundable)
Exam Fee English and Japanese
Exam Fee German
Member
$125
$325
*$770
Non-member
$125
$450
$ 880
Member
$50
$250
Non-member
$50
$375
*$430
$540
Other fees
Fee
Exam Cancellation Fee (CBT)
Exam Re-write Fee English and
Japanese
Exam Re-write Fee German
*IIBA is partnering with The European Association of Business Analysis (EABA) and in a joint effort, is now
offering business analysis certification exams in German-speaking Europe and at all test center locations
where IIBA exams are offered..
The German Exam and Exam Re-write member fees of $770 and $430 respectively apply for IIBA members
as well as for SGO, GFO, VO members.
If you are not an IIBA member but you are a member of SGO, GFO or VO, you must email
zertifizierung@the-eaba.org to validate your membership in order to benefit from the member fee and
to make payment.
Note:
1. All fees are payable in U.S. dollars (USD) plus GST/HST if you are a Canadian resident or a
GST/HST registrant.
2. The application fee is not refundable regardless of whether an application is approved or declined.
3. Additional transaction fees may apply (see details in the sections below).
4. Application fee payments can be made by VISA, MasterCard, AMEX in the online application, or
by cheque or money order and mailed in.
5. Exam fee payments can be made by PayPal, cheque or money order.
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6. For payments made by cheque or money order please mail to:

Certification
701 Rossland Road East, Suite 356
Whitby, ON
Canada
L1N 9K3
7. The Exam Cancellation Fee is payable to the test administrator as per the instructions on the website at CBT
Locations.
Confidentiality of Information
The CBAP Application Form, exam results and all other CBAP certification program-related materials are
kept private and confidential. This information will not be disclosed to anyone other than the applicant without
the applicants consent.
To request the release of an exam result to a third party, IIBA must be provided with a written request
identifying which exam result may be disclosed and the person or organization to which the result should be
disclosed. Any violation of the IIBA Confidentiality Policy will be subject to disciplinary action(s) as
described in the IIBA Constitution.
Requests should be submitted to the address listed on our website at www.iiba.org.
Notwithstanding any other confidentiality obligation owed by the IIBA to the applicant, in the event
that the applicants application fee and/or examination fee has been paid by a third party (Sponsor),
the applicant hereby irrevocably authorizes and directs the IIBA to release Confidential Results
Information to that Sponsor.
6.1
Step 1: Applying for and Paying for CBAP Certification
To be eligible for the CBAP designation, the applicant must:

1. Meet the above applicant requirements (see Section 5.0).
2. Complete the CBAP Application Form online.
3. Determine two professional references that indicate suitability as an applicant for the CBAP
designation. The online application system will automatically send an email to the references
requesting them to log in to the system to complete the reference process.
4. Agree to adhere to the CBAP Code of Ethical Conduct & Professional Standards included in the
online application.
5. Print a copy of the online application for recording purposes.
6. Submit the following:
a. The completed online application.
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b. The application fee of $125 USD (plus GST/HST for Canadian residents) for all
applicants (IIBA member and non-member) payable online by credit card with the online
application, or by cheque or international money order to International Institute of
Business Analysis. This fee is not refundable regardless of whether an application is
approved or declined.
7. The system will display a message indicating that the application has been submitted to IIBA.
8. IIBA will assess the application for completeness and fulfillment of the CBAP certification
requirements and will notify the applicant, via email, of the results of this assessment within two
(2) weeks of receiving the application and application fee.
9. If the application is approved, the applicant is eligible to write the CBAP Exam at this time.
NOTE The applicant has a maximum of one (1) year from the date of their application approval
and exam eligibility email to successfully pass the exam. It is the applicants responsibility to
ensure the application does not lapse.
10. If an application is declined, the applicant is not eligible to write the CBAP exam at this time.
The application assessment results email will include the reason the application was not approved.
The exam fee, if submitted with the application package, will be refunded upon request or can be
put towards the exam if the applicant intends on reapplying. The applicant may reapply for
CBAP certification after three (3) months of receiving their application assessment results email
and after the applicant has remedied the reasons for the application being declined. The applicant
may also appeal the Certification Bodys decision to decline the application; the Application
Appeal process can be obtained by emailing certification@iiba.org.
6.2
The exam fee for English and Japanese exams is $325.00 USD (for IIBA members) or $450 USD (for nonmembers) (plus GST/HST for Canadian residents).
The exam fee and exam rewrite fee for the German exam are (plus GST/HST for Canadian residents):
German CBAP Exam fee (non-IIBA members)
$880
German CBAP Exam fee (IIBA members)
$770
*German CBAP Exam Fee (for SGO, GFO, VO members )
$770
*If you are not an IIBA member but you are a member of SGO, GFO or VO, you must email
zertifizierung@the-eaba.org to validate your membership in order to benefit from the member fee and
to make payment.
If paying a member fee, the applicant must be a member at the time of submitting their exam fee; otherwise,
they must pay the non-member fee.
The exam fees pay for the exam sitting. If the applicant does not pass the exam, they will not be reimbursed
the exam fee.
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Exam Languages:
Currently the CBAP exam is available in English, German and in Japanese. If you prefer to take the exam in a
language other than English (i.e. Japanese or German), please select the appropriate language in your online
application before submitting it to IIBA OR email certification@iiba.org when making your exam fee payment
and BEFORE you register online for the exam.
It is your responsibility to ensure you are set up to take the exam in the correct language.
If do not notify IIBA that you want to take the exam in a language other than English, you will be set up to
take the exam in English. If you request a change to the exam language AFTER you have scheduled your
exam, you will be subject to the exam cancellation policy documented below and on our website. Depending
on how much notice you provide to IIBA of the language change, you could ultimately forfeit your exam fee
altogether and have to repay the exam fee to IIBA in order to reschedule your exam in the correct language.
Special Accommodations:
A modification to the IIBA exam administration procedure may be requested due to disability, handicap or
other condition that may affect the ability to sit for the exam. Special exam accommodation requests should be
reasonable and not compromise the validity and reliability of the exam. If special accommodations are
required to take the exam, please complete the relevant section of the exam registration and payment form. In
addition, you may wish to provide further advance notice to IIBA such that more time is available to meet such
accommodations you can do so by emailing certification@iiba.org. Please note: you should not register for
the exam through Prometric until you have been approved by IIBA for special accommodations
Payment of the exam fee can be made:
1. By PayPal- a transaction fee of 3.5% of the total amount owing will apply.
a. For example: An exam fee paid via PayPal will cost an additional 3.5% (an additional $11.38USD
for members and $15.75USD for non-members), plus Canadian GST/HST, if applicable.
b. There is no need to complete and mail in the Exam Fee Form if paying by PayPal.
c. If the exam fee payment is made via PayPal, any refund of the exam fee requested as a result of an
application being declined will be via PayPal.
2. By cheque or money order made payable to IIBA and mailed to the IIBA address found on page 11.
Please include the Exam Fee Form when mailing in your payment. Any exam fee refund requested as a
result of an application being declined will be made by cheque.
IIBA is a Canadian Corporation. Please note that IIBA does not levy any additional service charges or fees.
However, additional fees may be applied to this purchase if you reside outside of Canada. These fees are
initiated, collected and kept by your credit card provider and are not refundable by IIBA. Fees are charged in
United States currency (USD) and your credit card provider will convert your purchase to your home
currency on your credit card.
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6.3
Once the exam fee has been processed by IIBA, there are two options to register for the exam:
a. Computer-based testing (CBT) of the exam at a dedicated test center.
The list of test centers is located at CBT Locations.
The candidate should follow the instructions on the IIBA website at CBT Locations to register for
the exam. You should be able to register with Prometric 24 hours after you receive your exam fee
payment confirmation email. A confirmation email will be sent to the candidate within one
business day of registering. Candidates should check their spam folder if they have not received
the confirmation email before calling the number on the Prometric website for further assistance.
Please note, when registering, the candidate will need to supply their Eligibility ID. To find out
your Eligibility ID, login to the My Profile section of the IIBA website at www.iiba.org. Enter
your username and password as requested. Your Eligibility ID is your ID that is listed under the
Personal Information section of your IIBA profile. For IIBA members, it is also the same ID as
your IIBA membership ID number..
.
6.4
The following are recommendations from IIBA on how to prepare for the CBAP exam. Note that following
these recommendations does not guarantee passing the exam.
Review the IIBA BABOK Guide.
Review the BABOK Learning Guide found in the Online Library on the Community Network.
Review Frequently Asked Questions (FAQ) on the IIBA website.
Review recommended resources on the IIBA website.
Attend training, as needed.
Find opportunities in day-to-day work to practice tasks by following the BABOK Guide.
Find a business analysis mentor.
Join a study group.
Network on the IIBA forum and/or attend local IIBA Chapter meetings.
Review available study guide(s).
The CBAP exam is 3.5 hours long and consists of 150 multiple choice questions with four possible answers
to select from. Some questions are based on "comprehension" (e.g., definition, recall, etc.) and others are based
on "situational analysis" (e.g., given a scenario, which is the best course of action) where the applicant must do
a bit of analysis to arrive at the answer. It is neither all of one type or the other but covers a range of Blooms
Taxonomy.
The current exam blueprint based on v2.0 of the BABOK Guide is as follows:
Knowledge Area
15
Percent of Questions
Business Analysis Planning and Monitoring
19.33%
Elicitation
14%
Requirements Management and Communication
16%
Enterprise Analysis
15.33%
19.33%
Solution Assessment and Validation
16%
Please note that due to rounding error, the percentages above do not quite add up to 100% without
rounding up.
6.5
The final step in the Certification process is for the applicant to write and pass a comprehensive final
examination, based on the BABOK Guide that is designed to objectively assess and measure business analysis
knowledge.
Exam Day Process
Important
Once the proctor logs you onto the computer, you have 2 minutes to confirm your name and exam. If you do
not respond within 2 minutes OR you do not agree with the confirmation screen (i.e. you select NO), your
exam will end and will be scored without the possibility to return back to it. If this happens, you will have to
pay IIBA $100.00 USD (+GST/HST for Canadian Residents) to reschedule your exam.
You will then have 2 minutes to agree to the Non Disclosure Agreement (NDA) screen that is presented after
the exam and name confirmation screen. If you do not respond within 2 minutes OR you do not agree with the
NDA screen (i.e. you select NO), your exam will end and will be scored without the possibility to return back
to it. If this happens, you will have to pay IIBA $100.00 USD (+GST/HST for Canadian Residents) to
reschedule your exam.
16
Arrive on time for the exam. The reporting time is indicated in the exam registration Confirmation
email.
Provide the following when arriving at the exam:
Confirmation email
Identification Requirements: When you arrive at the test center, you are required to present ONE
form of non-expired, government-issued, photo and signature-bearing identification in order to test.
The primary form of identification must bear your signature and a recent photograph and be current
(not expired).
Please note: The name on your identification MUST be the exact same name that appears on your
exam registration Confirmation email AND the same name you used to apply online with IIBA If
you change your name on your required identification after having received your exam registration
Confirmation email, it is your responsibility to notify IIBA as soon as possible so that the test center
can be advised of the change prior to your exam sitting. Failure to notify IIBA in time will result in
the test center not accepting your identification and therefore, you will not be able to take the exam on
your scheduled date. If this happens, will have to pay IIBA $100.00 USD (+GST/HST for Canadian
Residents) to reschedule your exam.
Acceptable forms of primary identification are limited to:
Current non expired drivers license with photo and signature

State or government-issued Identification with photo and signature
Valid Passport with photo and signature
National Identification Card with photo and signature
Military Identification Card with photo and signature
If you cannot present one the primary IDs listed containing both a photo
And signature, you must present TWO of the following current (not
expired) IDs ONE of which must contain a recent recognizable photo
and ONE of which must contain your signature:
Valid drivers license

Military Identification Card
National identification Card
Valid Passport
Student Identification Card
State/Province Identification Card
Unacceptable Forms of Identification include:
Expired Drivers License or Passport

Draft Classification Card
Letter of Identity from a notary
Social Security Card, National Identification Number
Credit Card or Bank Card of any kind
Employee Identification
If you are testing outside of your country of citizenship, you MUST

present a valid passport.
If you present primary identification without a signature, you MUST
present a second form of current signature identification. You will not
be admitted to the examination without the proper identification, and
17
there will be no refund of your test fee.
Notification of Exam Results

For CBT exams, immediate scoring is available so the candidate will see their results on the screen within
minutes of submitting the exam.
Applicants who do not successfully pass the exam will be provided some guidance as to the Knowledge Areas
that require attention in their results screen. In this case, the applicant is allowed to retake the exam one time
within the one-year period from the date of application approval results email. However, the applicant must
wait three months from the date of their last exam before retaking the exam.
If the exam is passed, the applicant is granted certification and may use the designation of Certified Business
Analysis Professional (CBAP ).
Exam Cancellation Policy

If it is necessary to cancel and/or to reschedule an exam, the following is the exam cancellation process:
You must cancel and/or reschedule via Prometrics online registration system.
If you cancel 30 or more days before your exam date, there is no charge to you.
If you cancel 5-29 days prior to your exam date, you will be required to pay Prometric a
$50 USD cancellation/rescheduling fee.
If you cancel less than five days before your exam date or, you fail to appear for a
scheduled test or, you present yourself more than 15 minutes after the scheduled start
time for taking the test and you are refused admission, you will forfeit the exam fee you
paid. In addition, you will have to pay the full exam fee to IIBA to reschedule.
7.0 Granting CBAP Certification

If the CBAP exam is passed, the applicant is granted Certification and may use the designation of Certified
Business Analysis Professional (CBAP ). In addition:
18
IIBA will email the successful candidate at the beginning of the following month. For example, if
the candidate passes the exam on April 15 th, the candidate will receive the email from IIBA the
first week in May. The email will confirm the candidates result and will direct the candidate to
the LinkedIn group for recipients and to the standards guide to obtain the CBAP logo.
The email will also indicate when the CBAP recipient can expect to receive their Certification kit
including the certificate and wallet card. These are printed and mailed from Canada mid-month
following the month the exam was passed. For example, if you passed your exam on April 15 th,
your kit will be mailed on May 15 th.
A listing of all CBAP recipients with their first and last name, city, province/state/territory and
certification date is posted on the IIBA website this listing is updated daily at the end of every
day.
8.0 Re-writing the CBAP Exam

If the candidate does not pass the CBAP exam, he or she is allowed to retake the exam once within the one
year period from the date of their application approval and exam eligibility email. However, they must wait
three months from the date of their last exam sitting before retaking the exam. In addition:
The fee to retake the exam in English and Japanese is $250 USD (for IIBA members) or $375 (for
non-members) (plus GST/HST for Canadian residents). The applicant must complete the CBAP
Exam Registration Form (located at www.iiba.org) and mail it with their fee to the address
indicated above. Seating at the exam is limited and is filled on a first come first serve basis. Exam
registration is not done until IIBA receives the exam fee.
The fees to retake the exam in German are as follows (plus GST/HST for Canadian residents):
German CBAP Exam re-write fee (non-IIBA members)
$540 USD
German CBAP Exam re-write fee (IIBA members)
$430 USD
*German CBAP Exam re-write fee (for SGO, GFO, VO members)*
$430 USD
*If you are not an IIBA member but you are a member of SGO, GFO or VO, you must email
zertifizierung@the-eaba.org to validate your membership in order to benefit from the
member fee and to make payment.
If paying a member fee, the applicant must be a member at the time of submitting their
exam fee; otherwise, they must pay the non-member fee.
The exam fees pay for the exam sitting. If the applicant does not pass the exam, they will
not be reimbursed the exam fee.
If the applicant does not write and pass the exam within the one-year period, they must reapply
(and pay full application and exam fees).
9.0 Maintaining CBAP Certification and Recertification

All CBAP recipients are required to meet continuing proficiency requirements in order to maintain their
designation. Continuing proficiency is one of the important benchmarks of a quality certification program. The
IIBA certification needs to be renewed every three years.
The CBAP Recertification Handbook and related forms are posted on the IIBA website.
Updating Your Contact Information
19
It is the responsibility of each CBAP applicant to advise of changes to their contact information (i.e., email
address), by updating their Profile on the IIBA website. Failure to provide updated contact information to the
Certification team may result in missed communications.
Note: Email communications from IIBA may inadvertently be blocked or forwarded to bulk mail folders by
some spam filters. CBAP recipients should, therefore, add certification@iiba.org to their personal address
book in their email program to help ensure important certification program messages from IIBA, specifically
those from the Certification team, are received.
9.1
Suspending or Withdrawing CBAP Certification
The IIBA Certification Body reserves the right to revoke an IIBA CBAP certification at any time after review
of a reported professional misconduct or for a misuse of the CBAP logo. The Certification Body also reserves
the right to conduct random post-certification audits. All fees paid shall be forfeited in the event of a revoked
or suspended certification. Those CBAP recipients whose certification has been revoked will not be allowed
to reapply for the CBAP Certification for a period of time.
10.0 Audit of Candidate and CBAP Information

Applicants and CBAP recipients may receive a request from the IIBA Certification Body to validate any
information on their application form. It is the applicants or CBAP recipients responsibility to obtain and
provide verification of any statements made within an application.
11.0 Resolution of Appeals & Complaints

CBAP recipients and applicants for CBAP certification may request a review of an adverse IIBA
Certification Body action, decision, or determination. IIBA will investigate the appeal or complaint and
provide notification of their resolution. Please contact certification@iiba.org for information.
20
Certification of Competency in
Business Analysis (CCBA)
Certification Handbook
The IIBA guide to gaining the CCBA designation.
April 14, 2014
Table of Contents
1.
ABOUT THIS HANDBOOK ................................................................................................................................................... 3
2.
ABOUT INTERNATIONAL INSTITUTE OF BUSINESS ANALYSIS ........................................................................ 3

2.1.
2.2.
2.3.
IIBA VISION STATEMENT ................................................................................................................................................. 4

IIBA MISSION STATEMENT ............................................................................................................................................... 4
FAIR & EQUITABLE POLICY ............................................................................................................................................... 4
3.
IIBA BABOK GUIDE OVERVIEW ................................................................................................................................... 4
4.
ABOUT THE CCBA CERTIFICATION ........................................................................................................................... 5

4.1.
4.2.
4.3.
4.4.
5.
CCBA CERTIFICATION REQUIREMENTS .................................................................................................................. 7

5.1.
5.2.
5.3.
5.4.
5.5.
6.
WHAT IS CERTIFICATION? ................................................................................................................................................ 5

DEFINITION OF A BUSINESS ANALYSIS PRACTITIONER ................................................................................................... 5
CCBA CERTIFICATION PROGRAM OVERVIEW ............................................................................................................. 6
BENEFITS OF CCBA CERTIFICATION ............................................................................................................................ 6
WORK EXPERIENCE REQUIREMENT ................................................................................................................................. 8
KNOWLEDGE AREA REQUIREMENT ............................................................................................................................... 11
EDUCATION REQUIREMENT ........................................................................................................................................... 11
PROFESSIONAL DEVELOPMENT REQUIREMENT ........................................................................................................... 11
REFERENCE REQUIREMENT ........................................................................................................................................... 12
CCBA APPLICATION AND EXAM PROCESS ........................................................................................................... 13

6.1.
6.2.
6.3.
6.4.
6.5.
STEP 1: APPLYING FOR AND PAYING FOR CCBA CERTIFICATION ........................................................................... 14

STEP 2: PAYING FOR THE EXAM .................................................................................................................................... 15
STEP 3: REGISTERING FOR THE EXAM........................................................................................................................... 16
STEP 4: PREPARING FOR THE EXAM .............................................................................................................................. 17
STEP 5: TAKING THE EXAM............................................................................................................................................ 18
7.
GRANTING CCBA CERTIFICATION ............................................................................................................................ 21
8.
RE-WRITING THE CCBA EXAM.................................................................................................................................. 21
9.
MAINTAINING CCBA CERTIFICATION AND RECERTIFICATION .................................................................. 22

9.1.
SUSPENDING OR WITHDRAWING CCBA CERTIFICATION ........................................................................................ 22
10. AUDIT OF CANDIDATE AND CCBA INFORMATION .......................................................................................... 22

11. RESOLUTION OF APPEALS & COMPLAINTS ............................................................................................................ 22
1. About this Handbook

The purpose of this handbook is to provide Certification of Competency in Business
Analysis (CCBA) applicants and exam candidates the information needed to understand
the International Institute of Business Analysis (IIBA ) organization and the process to
become certified.
2. About International Institute of Business Analysis

IIBA is an independent, non-profit professional association serving the growing field of
business analysis. The IIBA mission includes the development and maintenance of
standards for the practice of business analysis and for the certification and recognition of
its practitioners. IIBA is the first organization to offer the formal certification for business
analysis practitioners.
To facilitate the public recognition and certification of qualified practitioners, IIBA is
responsible for:
Creating and developing awareness and recognition of the value and

contribution of the business analyst.
Defining and maintaining the Business Analysis Body of Knowledge (BABOK)

Guide.
Identifying the required skills and competencies of a qualified practitioner of

business analysis.
Defining training and professional development standards.
Identifying and endorsing education providers.
Publicly recognizing and certifying qualified business analysts.
IIBA membership includes many important benefits to help support your development
and career growth as a business analyst including but not limited to:
Access to a free copy of the Business Analysis Body of Knowledge(BABOK Guide)
Free access to the Online Library of more than 300 books
Discounted fee for IIBA certification exams
Knowledge sharing and networking opportunities through the IIBA Community
v2.0
Network
Access to exclusive IIBA monthly publications such as the IIBA BA Connection

monthly newsletter and Quick Tips for Better Business Analysis e-Bulletin
Eligibility to join a local IIBA Chapter
Access to a free copy of the Business Analysis Competency Model
Access to IIBA Webinars on a range of professional development topics
Job search capabilities using the Career Centre
Free access to the Agile Extension to the Business Analysis Body of Knowledge
(BABOK) Guide
Access to a free copy of the BABOK Learning Guide
The formation of IIBA started in October of 2003, and was formalized at the organization's
first Annual General Meeting in March 2004. IIBA is headquartered in Toronto, Canada
and maintains a website at www.iiba.org.
2.1. IIBA Vision Statement

To be the worlds leading association for business analysis professionals.
2.2. IIBA Mission Statement

To develop and maintain standards for the practice of business analysis and for the
certification of practitioners.
2.3. Fair & Equitable Policy

IIBA policies and procedures contribute to the development, oversight, evaluation and
maintenance of fair and equitable certification and assessment. IIBA complies with all
applicable laws and regulations, including the Americans with Disabilities Act.
3. IIBA BABOK Guide Overview

The Business Analysis Body of Knowledge (BABOK ) Guide is the collection of knowledge
within the profession of business analysis and reflects current generally accepted
practices. The BABOK Guide is defined and enhanced by the business analysis
practitioners who apply it in their daily lives. The BABOK Guide describes business
analysis areas of knowledge, their associated activities and tasks, and the skills necessary
to be effective in their execution.
Since the BABOK Guide is growing and evolving, each release must be considered a move
toward the complete body of knowledge. Additions will be made periodically based on
feedback and changes to generally accepted practices. While specific business analysis
techniques may be referenced in the BABOK Guide, the criteria for including information
in the guide are that it is proven, generally accepted and widely applied. The BABOK
Guide is a reference for professional knowledge for business analysis and provides the
basis for the CCBAcertification.
The BABOK Guide is composed of six knowledge areas plus underlying competencies.
For more information about the BABOK Guide, please visit the Business Analysis Body of
Knowledge section of the IIBA website.
4. About the CCBA Certification

4.1. What is Certification?
There are many definitions of professional certification, but the general meaning involves
the concept of a certifying organization approving the knowledge, experience, skills, and
expertise of the certified individual.
Certification involves formal recognition of achievement after proving competency
through an actual demonstration of a designated set of skills and/or knowledge.
A business analysis professional certification is of growing importance within business
and information technology projects as the range and depth of required professional
knowledge continues to expand.
The CCBA certification process includes demonstrating the required experience,
knowledge and competencies of a qualified practitioner of business analysis according to
requirements designated by IIBA.
4.2. Definition of a Business Analysis Practitioner

The business analysis practitioner is responsible for identifying the business needs of his
or her clients and stakeholders to help determine solutions to business problems.
The business analysis practitioner is responsible for requirements development and
requirements management. Specifically, the business analysis practitioner elicits,
analyzes, validates and documents business, organizational and/or operational
requirements. Solutions are not predetermined by the business analysis practitioner, but
are driven solely by the requirements of the business. Solutions often include a systems
development component, but may also consist of process improvement or organizational
change.
The business analysis practitioner is a key facilitator within an organization, acting as a
bridge between the client, stakeholders and the solution team. Business analysis is distinct
from financial analysis, project management, quality assurance, organizational
development, testing, training, and documentation development. However, depending on
the organization, a business analysis practitioner may perform some or all of these related
functions.
4.3. CCBA Certification Program Overview

CCBA recipients are recognized for the investment they have already made in their
business analysis careers, and include professionals working in the role of:
Business analysis
Systems analysis
Requirements analysis or management
Process management
Consulting
This certification program has been carefully designed to be in compliance with the
International Standards Organization (ISO) 17024 standard for certifying the competence
of personnel. The program is also intended to achieve ISO approval.
Certification applicants should be aware that the application process is a screening
process for the exam. Therefore, applicants should be very familiar with the requirements
for applying, and with the application process as described further in this handbook.
The CCBAcertification is for experienced business analysts who have acquired core BA
skills.
A certification applicant is not required to be an IIBA member in order to take the
certification examination, but IBA members receive discounts on certification exam fees.
4.4. Benefits of CCBA Certification

Benefits to the individual may include:
Competence in the principles and practices of business analysis.
Participation in a recognized professional group.
Recognition of professional competence by professional peers and

management.
Advanced career potential due to recognition as a professional Business

Analysis practitioner.
Provides individuals with personal satisfaction of accomplishing a milestone in

their BA careers.
Certification can improve overall performance, remove uncertainty and widen

market opportunities.
The process of achieving and maintaining certification helps ensure you are
continually improving and refining your activities.
Potentially higher income for being formally recognized as an experienced BA

professional.
Recognizes individuals who have invested in their BA careers and encourages

them to keep doing so.
Benefits to the organization may include:
Provides advancement and recognition opportunities for staff.
Demonstrates to customers, competitors, suppliers, staff and investors that you

use industry-standard business analysis practices.
Demonstrates to your stakeholders that your business is run effectively.
The regular assessment process will improve staff responsibility, commitment

and motivation.
Establishment and implementation of business analysis practices as outlined in

the Business Analysis Body of Knowledge (BABOK) Guide by individuals
recognized as being knowledgeable and skilled.
More reliable, higher quality results produced with increased efficiency and
consistency by BA professionals who use industry standard BA techniques.
Identifies professional business analysts to clients and business partners.
Offers professional development and recognition for business analysts.
Demonstrates commitment to the field of business analysis, increasingly

recognized as a vital component of any successful project.
5. CCBA Certification Requirements

Each CCBA applicant must meet the requirements specified in this section to be eligible
to write the exam.
To earn the CCBA designation, applicants must meet the following criteria:
Minimum 3750 hours of BA work experience aligned with the BABOK Guide in
the last seven years
Minimum 900 hours in each of two of the six knowledge areas, or 500 hours in
each of four of the six knowledge areas
Minimum 21 hours of Professional Development in the past four years
Two references from a career manager, client or CBAP recipient
Signed Code of Conduct
5.1. Work Experience Requirement

3750 hours (approximately two and half years) of business analysis work experience in
the last seven years engaged in tasks specifically aligned with the knowledge areas and
underlying competencies defined within the BABOK Guide. The seven year time frame is
based on the application submitted date.
The business analysis work experience can either be activities the applicant has applied
directly OR activities the applicant has assisted others in applyingall activities must be
aligned with the BABOK Guide knowledge areas and underlying competencies.
Acceptable activities include:
Hands-on business analysis activities (e.g., requirements gathering, writing

requirements documentation, etc.).
Coaching or mentoring business analysts with respect to business analysis

activities (e.g., planning the requirements gathering process with the BA,
reviewing requirements documents, etc.).
Activities that are not acceptable include:
Non-supervisory management of business analysis activities (e.g., resource

management, status reporting, performance management, etc.).
Teaching of business analysis training courses.
Selling requirements tools/software.
Project management.
Testing (e.g., creating and executing test scripts, reporting on testing status,
creating test plans/strategies, etc.).
Programming.
Neither the acceptable and unacceptable activities listed above are comprehensive. These
are provided only as a guideline. Each applicants work experience will be assessed on a
case-by-case basis.
The following table lists examples of work experience that will qualify and that will not
qualify during the application assessment process. This is not a complete list. See below
for instructions on how to document the work experience section of the application form.
BABOK Guide
Knowledge Area
Work Experience
that Qualifies
Work Experience
that does NOT Qualify
Business Analysis
Planning and
Monitoring
Creating requirements plan to feed into project

plan
Creating project plan
Identifying and documenting requirements risks
Identifying project risks
Reporting on requirements progress as input to

project status report
Elicitation
Facilitating requirements gathering workshop
Requirements
Management and
Communication
Walkthroughs and sign-offs of requirements

package
Providing weekly project status

reports
Preparing and conducting requirements

presentation for senior executives
Conducting design walkthroughs
Enterprise Analysis
Determining business objectives
Creating Project Charter
Creating business architecture
Creating system or application

architecture
Functional requirements
Creating service level

agreements
Requirements
Analysis
Non-functional requirements
User requirements
Solution Assessment
and Validation
Reviewing design document and ensuring

requirements are met
Reviewing test strategy, test plans and test cases
to ensure requirements are met
Supporting QA and testing team
Reviewing defects and working with client to
determine:
Priority of fix
Manual work around
Creating and documenting design

solution
Creating design document
Creating test strategy, test plan
or test cases
Executing testing
Tracking and managing defects
Instructions for Documenting Work Experience:

1. The Work Experience section of the application form must be filled out by project as
follows:
For several small projects within the same year, those projects should be
combined into one project. Indicate this on the application under Description.
List projects in date order with the most recent project experience first.
It is mandatory that at least 3750 hours of BA related work in the last seven
years has been documented in order to meet the application requirement.
Resumes will not be accepted to complete this requirement.
For each project, enter your Total BA Hours. These hours will count towards the
minimum 3750 hours of business analysis work experience requirement and
the minimum 900 hours in two of the six or 500 hours in four of the six
Knowledge Areas requirement. The Total BA Hours and the tasks you select
must be aligned with the BABOK Guide v2.0.
For each project, from the list of tasks in the table, check off the tasks you have
completed that are aligned with the BABOK Guide v2.0. Do this for each of the
six Knowledge Areas. You can select a task when you have either performed the
task yourself or coached/mentored another business analyst in performing the
task. For each Knowledge Area, indicate the percentage of the Total BA Hours
you spent on the tasks you selected. The percentages across all of the
Knowledge Areas must total 100 within a project.
Note: Any tasks you select that are not aligned with the BABOK Guide v2.0 will be
removed and the corresponding hours will be deducted from your Total BA Hours. This
could result in your Total BA Hours falling below the minimum 3750 hours required
and/or the minimum 900 hours required in two out of the six or 500 hours in four of the
six Knowledge Areas. If either occurs, your application will be declined.
2. During the assessment process, the hours deducted for work experience the applicant
selects that is not aligned with the BABOK Guide are calculated as follows:
a) We take the percentage entered for a Knowledge Area (KA) and multiply it by the
number of Total BA Hours entered for the project to determine the number of BA
Hours for that KA.
b) We then subtract the percentage of invalid experience that is selected (i.e.,
experience not aligned with the BABOK Guide) to total experience selected for that
KA to come up with the valid BA Hours for that KA.
c) We do the same for all KAs.
10
d) Then we add up the valid Total BA Hours for KAs across all projects to ensure the
applicant meets the 900 minimum hours requirement in two of the six KAs or 500
minimum hours requirement in four of the six KAs (see below for this requirement).
e) Finally, we add up the valid Total BA Hours across all projects to ensure the
applicant meets the 3750 minimum hours requirement.
5.2. Knowledge Area Requirement

A minimum 900 hours in each of two of the six knowledge areas or a minimum 500 hours
in each of four of the six knowledge areas of demonstrated business analysis work
experience engaged in tasks specifically aligned with the BABOK Guide.
Note: This minimum of hours per knowledge area is included in the minimum 3750 hours
required for the Work Experience requirement above. This requirement ensures there is a
breadth of work experience across the Knowledge Areas.
5.3. Education Requirement

High school or equivalent education. This is the minimum educational requirement.
Note: There will be no reduction in work experience for post secondary education
5.4. Professional Development Requirement

A minimum of 21 hours of professional development in the last four years. The
professional development must be completed by the application submitted date and it
must meet the following criteria to qualify:
1. It must be moderated/facilitated similar to a formal course (i.e., there must be a
moderator for the session, or a facilitator/instructor who leads the group/individual
through the material).
2. There must be a measurable learning objective (or set of objectives), and those must
be directly applicable to the role of the business analyst (i.e., in terms of either
changing behaviour or improving skills).
3. It cannot simply be a presentation on a specific topic:
f) There must be the opportunity for students to interact with the material (e.g., be
able to ask questions, make the learning meaningful) AND
g) An opportunity to practice the task or objective being presented and, be assessed by
the facilitator/moderator.
11
4. The subject matter must be directly related to business analysis or its underlying
competencies as per the BABOK Guide.
Note: IIBA endorsed courses as per the Endorsed Education Provider (EEP) program
automatically qualify towards the 21 hours of Professional Development for initial
certification because they have already been assessed to ensure they meet the above
criteria.
One hour of classroom/contact time is equal to one hour of Professional Development.
Fractions of Professional Development hours may be reported in quarter () hour
increments after one full hour. If the Professional Development is less than one hour, it
does not qualify for any credit.
5.5. Reference Requirement

Two references from a career manager, client (internal or external) or CBAP recipient
are required.
In addition:
12
Include one current contact.
All references must have known the applicant for at least six months.
A career manager is defined by IIBA as the person who is responsible for

providing and preparing the applicants annual performance review.
Project managers cannot be references unless they are also the applicants
career manager. The reference form must clearly indicate they fill both roles or
the reference will not qualify.
Only two references will be assessed during the application assessment

process.
It is the applicants responsibility to ensure the reference submits their form in

time to be considered for the exam date of interest and to do any necessary
follow-up with their references.
6. CCBA Application and Exam Process

Step 1: Applying for and Paying for CCBA Certification
Summary of Fees
Application and Exam
Fee
Member
Non-member
Application Fee (non-refundable)
$125
$125
Exam Fee
$325
$450
Fee
Member
Non-member
Exam Cancellation Fee (CBT)*
$50
$50
Exam Re-write Fee
$250
$375
Other fees
Note:
1. All fees are payable in U.S. dollars (USD) plus GST/HST if you are a Canadian
resident or a GST/HST registrant.
2. The application fee is not refundable regardless of whether an application is approved
or declined.
3. Additional transaction fees may apply (see details in the sections below).
4. Application fee payments can be made by VISA, MasterCard, AMEX in the online
application, or by cheque or money order and mailed in.
5. Exam fee payments can be made by Paypal, cheque or money order.
6. For payments made by cheque or money order please mail to:
Certification
13
701 Rossland Road East, Suite 356

Whitby, ON L1N 9K3 Canada
*The Exam Cancellation Fee is payable to the test administrator as per the instructions on the website at
CBT Locations.
Confidentiality of Information
The CCBA Application Form, exam results and all other CCBA certification program
related materials are kept private and confidential. This information will not be disclosed
to anyone other than the applicant without the applicants consent.
To request the release of an exam result to a third party, IIBA must be provided with a
written request identifying which exam result may be disclosed and the person or
organization to which the result should be disclosed. Any violation of the IIBA
Confidentiality Policy will be subject to disciplinary action(s) as described in the IIBA
Constitution.
Requests should be submitted to IIBAs address found above.
Notwithstanding any other confidentiality obligation owed by the IIBA to the
applicant, in the event that the applicants application fee and/or examination fee
has been paid by a third party (Sponsor), the applicant hereby irrevocably
authorizes and directs the IIBA to release Confidential Results Information to that
Sponsor.
6.1. Step 1: Applying for and Paying for CCBA Certification

To be eligible for the CCBA designation, the applicant must:
1. Meet the above applicant requirements (see Section 5.0).
2. Complete the CCBA Application Form online.
3. Determine two professional references that indicate suitability as an applicant for the
CCBA designation. The online application system will automatically send an email to
the references requesting them to log in to the system to complete the reference
process.
4. Agree to adhere to the CCBA Code of Ethical Conduct & Professional Standards
included in the online application.
5. Print a copy of the online application for recording purposes.
6. Submit the following:
a) The completed online application.
14
b) The application fee of $125 USD (plus GST/HST for Canadian residents) for all
applicants (IIBA member and non-member) payable online by credit card with the
online application, or by cheque or international money order to International
Institute of Business Analysis. This fee is not refundable regardless of whether an
application is approved or declined.
7. The system will display a message indicating that the application has been submitted
to IIBA.
8. IIBA will assess the application for completeness and fulfillment of the CCBA
certification requirements and will notify the applicant, via email, of the results of this
assessment within two (2) weeks of receiving the application.
9. If the application is approved, the applicant is eligible to write the CCBA Exam at this
time.
Note: The applicant has a maximum of one (1) year from the date of their application
approval and exam eligibility email to successfully pass the exam. It is the applicants
responsibility to ensure the application does not lapse.
10. If an application is declined, the applicant is not eligible to write the CCBA exam at
this time. The application assessment results email will include the reason the
application was not approved. The exam fee, if submitted with the application package,
will be refunded upon request or can be put towards the exam if the applicant intends
on reapplying. The applicant may reapply for CCBA certification after three (3)
months of receiving their application assessment results email and after the applicant
has remedied the reasons for the application being declined. The applicant may also
appeal the Certification Bodys decision to decline the application; the Application
Appeal process can be obtained by emailing certification@iiba.org.
6.2. Step 2: Paying for the Exam

The exam fee is $325.00 USD (for IIBA members) or $450 USD (for non-members)
(plus GST/HST for Canadian residents). If paying the IIBA member fee, the applicant must
be a member at the time of submitting their exam fee; otherwise, they must pay the nonmember fee. The fee pays for the initial exam sitting. If the applicant does not pass the
exam, they will not be reimbursed the exam fee.
Exam Languages:
Currently the CCBA exam is available in both English and in Japanese. All exam candidates
are automatically set up to take the exam in English. If you prefer to take the exam in a
language other than English (i.e. Japanese), please email certification@iiba.org when
making your exam fee payment and BEFORE you register online for the exam. It is your
responsibility to ensure you are set up to take the exam in the correct language. If you do
not notify IIBA that you want to take the exam in a language other than English, you will be
set up to take the exam in English. If you request a change to the exam language AFTER
15
you have registered online for your exam, you will be subject to the exam cancellation
policy documented below and on our website. Depending on how much notice you
provide to IIBA of the language change, you could ultimately forfeit your exam fee
altogether and have to repay the exam fee to IIBA in order to reschedule your exam in the
correct language.
Special Accommodations:
A modification to the IIBA exam administration procedure may be requested due to
disability, handicap or other condition that may affect the ability to sit for the exam.
Special exam accommodation requests should be reasonable and not compromise the
validity and reliability of the exam. If special accommodations are required to take the
exam, please complete the relevant section of the exam registration and payment form. In
addition, you may wish to provide further advance notice to IIBA such that more time is
available to meet such accommodations you can do so by emailing certification@iiba.org.
Please note: you should not register for the exam through Prometric until you have been
approved by IIBA for special accommodations.
Payment of the exam fee can be made:
1. By Paypal - a transaction fee of 3.5% of the total amount owing will apply.
a. For example: An exam fee paid via PayPal will cost an additional 3.5% (an additional
$11.38USD for members and $15.75USD for non-members), plus Canadian GST/HST, if
applicable.
b. There is no need to complete and mail in the Exam Fee Form if paying by PayPal.
c. If the exam fee payment is made via PayPal, any refund of the exam fee requested as a
result of an application being declined will be via PayPal.
2. By cheque or money order made payable to IIBA and mailed to the IIBA address found on
page 14. Please include the Exam Fee Form when mailing in your payment. Any exam fee
refund requested as a result of an application being declined will be made by cheque.
IIBA is a Canadian Corporation. Please note that IIBA does not levy any additional service
charges or fees. However, additional fees may be applied to this purchase if you reside
outside of Canada. These fees are initiated, collected and kept by your credit card provider
and are not refundable by IIBA. Fees are charged in United States currency (USD) and your
credit card provider will convert your purchase to your home currency on your credit card.
6.3. Step 3: Registering for the Exam

Once the exam fee has been processed by IIBA and youve received your exam fee received
email from IIBA, you need to follow the instructions below:
16
1. Computer-based testing (CBT) of the exam at a dedicated test center.

The list of test centers is located at CBT Locations.
The candidate should follow the instructions on the IIBA website at CBT Locations to
register for the exam. You should be able to register with Prometric 24 hours after you
receive your exam fee payment confirmation email. A confirmation email will be sent to the
candidate within one business day of registering. Candidates should check their spam folder
if they have not received the confirmation email before calling the number on the Prometric
website for further assistance.
Please note, when registering, the candidate will need to supply their Eligibility ID. To find
out your Eligibility ID, login to the My Profile section of the IIBA website at www.iiba.org.
Enter your username and password as requested. Your Eligibility ID is your ID that is listed
under the Personal Information section of your IIBA profile. For IIBA members, it is also
the same ID as your IIBA membership ID number..
If a location in or near your area is not listed on our website, email certification@iiba.org to
inquire about other options available.
6.4. Step 4: Preparing for the Exam

The following are recommendations from IIBA on how to prepare for the CCBA exam.
Note that following these recommendations does not guarantee passing the exam.
Review the IIBA BABOK Guide.
Review the BABOK Learning Guide found in the Online Library on the
Community Network.
Review Frequently Asked Questions (FAQ) on the IIBA website.
Review recommended resources on the IIBA website.
Attend training, as needed.
Find opportunities in day-to-day work to practice tasks by following the

BABOK Guide.
Find a business analysis mentor.
Join a study group.
Network on the IIBA forum and/or attend local IIBA Chapter meetings.
Review available study guide(s).
The CCBA exam is 3.5 hours long and consists of 150 multiple choice questions with four
possible answers to select from. Some questions are based on "comprehension" (e.g.,
definition, recall, etc.) and others are based on "situational analysis" (e.g., given a scenario,
which is the best course of action) where the applicant must do a bit of analysis to arrive
at the answer. It is neither all of one type or the other but covers a range of Blooms
Taxonomy.
17
The current CCBA exam blueprint based on v2.0 of the BABOK Guide is as follows:
Knowledge Area
Percent of Questions
Business Analysis Planning and Monitoring
20%
Elicitation
13.33%
Requirements Management and Communication
16%
Enterprise Analysis
15.33%
19.33%
Solution Assessment and Validation
16%
Please note that due to rounding error, the percentages above do not quite add up to
100% without rounding up.
6.5. Step 5: Taking the Exam

The final step in the Certification process is for the applicant to write and pass a
comprehensive final examination, based on the BABOK Guide that is designed to
objectively assess and measure business analysis knowledge.
Exam Day Process
Arrive on time for the exam The reporting time is indicated in the exam
registration Confirmation email.
Provide the following when arriving at the exam:
Confirmation email
Identification Requirements: When you arrive at the test center, you are
required to present ONE form of non-expired, government-issued, photo and
signature-bearing identification in order to test. The primary form of
identification must bear your signature and a recent photograph and be current
(not expired).
Please note: The name on your identification MUST be the exact same name that
appears on your exam registration Confirmation email AND the same name you
used to apply online with IIBA If you change your name on your required
identification after having received your exam registration Confirmation email , it is
your responsibility to notify IIBA as soon as possible so that the test center can be
18
advised of the change prior to your exam sitting. Failure to notify IIBA in time will
result in the test center not accepting your identification and therefore, you will not
be able to take the exam on your scheduled date. If this happens you will have to
pay IIBA $100.00 USD (+GST/HST for Canadian Residents) to reschedule your
exam. Acceptable forms of primary identification are limited to:
Current non expired drivers license with photo and signature

State or government-issued Identification with photo and signature
Valid Passport with photo and signature
National Identification Card with photo and signature
Military Identification Card with photo and signature
If you cannot present one the primary IDs listed containing both a photo
and signature, you must present TWO of the following current (not
expired) IDs ONE of which must contain a recent recognizable photo
and ONE of which must contain your signature:

Military Identification Card
National identification Card
Valid Passport
Student Identification Card
State/Province Identification Card
Unacceptable Forms of Identification include:
Expired Drivers License or Passport

Draft Classification Card
Letter of Identity from a notary
Social Security Card, National Identification Number
Credit Card or Bank Card of any kind
Employee Identification
If you are testing outside of your country of citizenship, you MUST

present a valid passport.
If you present primary identification without a signature, you MUST
present a second form of current signature identification. You will not
be admitted to the examination without the proper identification, and
there will be no refund of your test fee.
19
Important:
Once the proctor logs you onto the computer, you have 2 minutes to
confirm your name and exam. If you do not respond within 2 minutes OR
you do not agree with the confirmation screen (i.e. you select NO), your
exam will end and will be scored without the possibility to return back to
it. If this happens, you will have to pay IIBA $100.00 USD (+GST/HST for
Canadian Residents) to reschedule your exam.
You will then have 2 minutes to agree to the Non Disclosure Agreement
(NDA) screen that is presented after the exam and name confirmation
screen. If you do not respond within 2 minutes OR you do not agree with
the NDA screen (i.e. you select NO), your exam will end and will be scored
without the possibility to return back to it. If this happens, you will have to
pay IIBA $100.00 USD (+GST/HST for Canadian Residents) to reschedule
your exam.
Notification of Exam Results

For CBT exams, immediate scoring is available so the candidate will see their results on
the screen within minutes of submitting the exam.
Applicants who do not successfully pass the exam will be provided some guidance on the
results screen as to the Knowledge Areas that require attention. In this case, the applicant
is allowed to retake the exam one time within the one-year period from the date of
application approval results email. However, the applicant must wait three months from
the date of their last exam before retaking the exam.
If the exam is passed, the applicant is granted certification and may use the designation of
Certification of Competency in Business Analysis (CCBA ).
Exam Cancellation Policy

If it is necessary to cancel and/or to reschedule an exam, the following is the exam cancellation process:
20
You must cancel and/or reschedule via Prometrics online registration

system.
If you cancel 30 or more days before your exam date, there is no charge to
you.
If you cancel 5-29 days prior to your exam date, you will be required to pay
Prometric a $50 USD cancellation/rescheduling fee.
If you cancel less than five days before your exam date or, you fail to appear
for a scheduled test or, you present yourself more than 15 minutes after the
scheduled start time for taking the test and you are refused admission, you
will forfeit the exam fee you paid (i.e., $325 or $450 USD). In addition, you will
have to pay the full exam fee to IIBA to reschedule.
7. Granting CCBA Certification

If the CCBA exam is passed, the applicant is granted Certification and may use the
designation of Certification of Competency in Business Analysis (CCBA ). In addition:
IIBA will email the successful candidate at the beginning of the following month.
For example, if the candidate passes the exam on April 15 th, the candidate will
receive the email from IIBA the first week in May. The email will confirm the
candidates result and will direct the candidate to the LinkedIn group for
recipients and to the standards guide to obtain the CCBA logo.
The email will also indicate when the CCBA recipient can expect to receive
their Certification kit including the certificate and wallet card. These are printed
and mailed from Canada mid-month following the month the exam was passed.
For example, if you passed your exam on April 15th, your kit will be mailed on
May 15th.
A listing of all CCBA recipients with their first and last name, city,
province/state/territory and certification date is posted on the IIBA website
this listing is updated daily at the end of every day.
8. Re-writing the CCBA Exam

If the applicant does not pass the CCBA exam, he or she is allowed to retake the exam
once within the one year period from the date of their application approval and exam
eligibility email. However, they must wait three months from the date of their last exam
before retaking the exam. In addition:
21
The fee to retake the exam is $250 USD (for IIBA members) or $375 (for nonmembers) (plus GST/HST for Canadian residents). The applicant must complete
the CCBA Exam Registration Form (located at www.iiba.org) and mail it with
their fee to the address indicated above. Seating at the exam is limited and is
filled on a first come first serve basis. Exam registration is not done until IIBA
receives the exam fee.
If the applicant does not write and pass the exam within the one-year period,
they must reapply (and pay full application and exam fees).
9. Maintaining CCBA Certification and Recertification

All CCBA recipients are required to meet continuing proficiency requirements in order to
maintain their designation. Continuing proficiency is one of the important benchmarks of
a quality certification program. The IIBA certification needs to be renewed every three
years.
The CCBA Recertification Handbook and related recertification forms is available and
posted on the IIBA website.
Updating Your Contact Information

It is the responsibility of each CCBA applicant to advise of changes to their contact
information (i.e., email address), by updating their My Profile account on the IIBA website
www.iiba.org. Failure to provide updated contact information may result in missed
communications.
Note: Email communications from IIBA may inadvertently be blocked or forwarded to
bulk mail folders by some spam filters. CCBA recipients should, therefore, add
certification@iiba.org to their personal address book in their email program to help
ensure important certification program messages from IIBA, specifically those from the
Certification team, are received.
9.1. Suspending or Withdrawing CCBA Certification

The IIBA Certification Body reserves the right to revoke an IIBA CCBA certification at any
time after review of a reported professional misconduct or for a misuse of the CCBA logo.
The Certification Body also reserves the right to conduct random post-certification audits.
All fees paid shall be forfeited in the event of a revoked or suspended certification. Those
CCBA recipients whose certification has been revoked will not be allowed to reapply for
the CCBA Certification for 12 months from their expiry date.
10. Audit of Candidate and CCBA Information

Applicants and CCBA recipients may receive a request from the IIBA Certification Body to
validate any information on their application form. It is the applicants or CCBA
recipients responsibility to obtain and provide verification of any statements made within
an application.
11. Resolution of Appeals & Complaints

CCBA recipients and applicants for CCBA certification may request a review of an
adverse IIBA Certification Body action, decision, or determination. IIBA will investigate the
22
appeal or complaint and provide notification of their resolution. Please contact

certification@iiba.org for information.
23
How to Use this Handbook ........................................................................................................1

About PMIs Certification Program ...........................................................................................2
Overview of the PMI-PBA Credential ........................................................................................3
About the PMI-PBA Credential ..................................................................................................3
Timeline of the PMI-PBA Credential Process ............................................................................4
Business Analysis Role Delineation ..........................................................................................5
PMI-PBA Eligibility Requirements .............................................................................................6
PMI-PBA Application & Payment...............................................................................................7
How to Complete the Online Application ...................................................................................7
How to Record Your Experience on the Application..................................................................8
How to Record Your Training on the Application ......................................................................9
Application Processing ............................................................................................................10
PMI-PBA Credential Fees .......................................................................................................11
How to Submit Payment ..........................................................................................................12
PMI-PBA Refund Policy ..........................................................................................................13
PMI Audit Process ....................................................................................................................14
PMI Audit Process...................................................................................................................14
Exam Policies & Procedures ...................................................................................................15
PMI-PBA Exam Information ....................................................................................................15
PMI-PBA Exam Blueprint ........................................................................................................16
Examination Administration .....................................................................................................17
Special Accommodations for the Exam ...................................................................................18
Legal Restrictions on Taking the Examination ........................................................................19
Exam Eligibility ........................................................................................................................20
How to Schedule Your Exam ..................................................................................................21
Rescheduling/Cancellation Policy for CBT Exams ..................................................................24
Rescheduling/Cancellation Policy for PBT Exams ..................................................................25
Extenuating Circumstances ....................................................................................................25
PMI Examination Security & Confidentiality ............................................................................27
Examination Site Requirements & Instructions .......................................................................28
Examination Report.................................................................................................................31
Reexamination ........................................................................................................................32
Certification Policies & Procedures ........................................................................................33
PMI Appeals Procedure ..........................................................................................................33
Use of Your PMI-PBA Credential ............................................................................................34
Continuing Certification Requirements (CCR) Program .......................................................35

About the CCR Program .........................................................................................................35
CCR/Certification Maintenance Overview ...............................................................................35
Work Online ............................................................................................................................35
How to Determine Your Certification/CCR Cycle ....................................................................36
Credential Status.....................................................................................................................37
Professional Development Units (PDUs) ................................................................................38
Why You Should Keep PDU Documentation ..........................................................................39
PDU Categories ......................................................................................................................40
Limits on PDU Categories .......................................................................................................44
How to Transfer PDUs to the Next CCR Cycle .......................................................................44
How to Record Your PDU Activities ........................................................................................45
How to Maintain Multiple Certifications/Credentials ................................................................46
Apply PDUs to Multiple Credentials ........................................................................................47
Application, Fees & Audit Process for Certification Renewal ..................................................48
PMI Code of Ethics & Professional Conduct ..........................................................................49
PMI Certification Application/Renewal Agreement ................................................................54
How to Use this Handbook

This handbook contains information on how you can apply for the PMI Professional in Business Analysis
(PMI-PBA) credential. It applies to both computer-based and paper-based testing candidates.
PMI requires that all certification applicants read the entire handbook. The purpose of this handbook is to
provide you with important information about the policies and procedures for obtaining and maintaining
the PMI-PBA credential.
This handbook allows you to:
Find information on each policy or procedure by clicking on a topic in the left navigation bar.
Find tips and important information by reading NOTES throughout the handbook.
Access the online application system and other information by clicking on links within this handbook.
PMI CONTACT INFORMATION

For general information about the Certification Program, contact the
Customer Care Service Center in your region. Find this information at:
http://www.pmi.org/About-Us/Customer-Care.aspx
PMI Customer Care email:customercare@pmi.org
Use the online certification system to apply
https://certification.pmi.org
Use the Online Continuing Certification Requirements (CCR) system

for credential maintenance
https://ccrs.pmi.org/
PMI Professional in Business Analysis (PMI-PBA) Handbook was updated on 26 June 2015
2015 Project Management Institute, Inc. All rights reserved.
Revised: 2015
PMI, the PMI logo, Making project management indispensable for business results, PMBOK, CAPM, Certified Associate
in Project Management (CAPM), PMP, Project Management Professional (PMP), Project Management Professional, the
PMP logo, PgMP, Program Management Professional (PgMP), PMI-RMP, PMI Risk Management Professional (PMIRMP), PMI Scheduling Professional (PMI-SP), PMI-SP, PMI Agile Certified Practitioner (PI-ACP), PMI-ACP, PfMP,
Portfolio Management Professional (PfMP), PMI Practitioner in Business Analysis (PMI-PBA) and PMI-PBA are registered
marks of Project Management Institute, Inc.
For a comprehensive list of PMI marks, contact the PMI Legal Department.
PMI-PBA Handbook revised 26 June 2015

2015 Project Management Institute Inc. All rights reserved.
About PMIs Certification Program

PMI offers a comprehensive certification program for practitioners with many different levels of education and
experience. There are currently two certifications and six credentials which are developed and maintained
through a vigorous process.
The Certification program includes:
Certified Associate in Project Management (CAPM) certification

PMI Agile Certified Practitioner (PMI-ACP) certification
PMI Risk Management Professional (PMI-RMP) credential
PMI Scheduling Professional (PMI-SP) credential
PMI Professional in Business Analysis (PMI-PBA) credential
Portfolio Management Professional (PfMP) credential
Program Management Professional (PgMP) credential
Project Management Professional (PMP) credential
PMIs certifications and credentials are distinguished by their global development and application, which
makes them transferable across industries and geographic borders. The roles and tasks of project
professionals around the globe are researched and documented to define each credential. The strength of
PMIs credentials is that they are portable and not tied to any single method, standard or organization.
PMIs certification program is designed to ensure that all certification and credential holders have
demonstrated their competence through fair and valid measures. Steps are taken to ensure only the most
reliable testing measures are used in the assessment of candidates. For example, interviews can be
influenced by how difficult the interviewer tends to be, how well the candidate is performing that day and even
how many questions the interviewer asks along the same line of questioning.
PMI certifications and credentials are also developed by project management practitioners for practitioners.
The certification program is driven by the thousands of certification and credential holders who volunteer to
spend time constructing and refining the exam questions. These volunteers represent the diversity of PMIs
market, coming from every region of the world, industry, job level and experience level. The exam questions
are monitored through industry-standard statistical procedures, also overseen by volunteers.
Finally, PMIs certification program is supervised by the Certification Governance Council (CGC), a committee
of PMI certification and credential holders who have a board mandate to oversee the program.
Candidates are assessed by examining their competence using:
Reviewing Education and Experience A combination of education and/or experience in project

management is required for each certification. For example, the PMP requires both training
specifically in project management and experience in the role of a project manager by leading and
directing project teams while delivering project results.
Testing Competence The candidate is required to apply project management concepts and
experience to potential on-the-job situations through a series of scenario-based questions.
Ongoing Development Maintenance of a PMI certification requires the accumulation of ongoing
professional development and education or, in the case of the CAPM certification, re-certification.
PMI Certification Department Mission
Initiate, establish, evaluate, maintain and administer a professional credential
program to promote and support project management practitioners
and the profession.

Overview of the PMI-PBA Credential

About the PMI-PBA Credential
Business analysis is a topic of growing importance in project management. The marketplace reflects this
importance, as project management practitioners increasingly embrace business analysis as a technique
for uncovering business needs, managing requirements, and creating effective solutions to business
problems. The PMI-PBA credential recognizes an individuals expertise in business analysis, and using
these tools and techniques to improve the overall success of projects.
In addition, the PMI-PBA credential carries a high level of professional credibility. It requires a
combination of business analysis training, experience working on projects, and examination on business
analysis principles, practices, tools, and techniques. This global credential also supports individuals in
meeting the needs of organizations that rely on business analysis practitioners to play key roles on their
project teams.


Timeline of the PMI-PBA Credential Process


Business Analysis Role Delineation
PMI conducted a Role Delineation Study (RDS) in the development of the credential in alignment with
industry best practices. This study determined the level of importance of each of the tasks, tools and
techniques, and knowledge and skills required to use business analysis principles and practices in
project management. It is the basis for the creation of the examination. The examination for the PMI-PBA
credential is a vital part of the activities that lead to earning this credential. Thus, it is imperative that the
examination accurately reflect the business analysis practices, tools and techniques being used by
practitioners of business analysis.
The PMI-PBA Role Delineation states that candidates for the PMI-PBA credential:
Perform their duties under general supervision and are responsible for working with
stakeholders to define an organizations business requirements in order to shape the output of
projects and ensure they deliver the expected business benefit. .
Spearhead the discovery, analysis and overall management of the requirements for a project.
Demonstrate sufficient knowledge and experience to appropriately apply business analysis tools
and techniques to enable project success.


PMI-PBA Eligibility Requirements
To be eligible for the PMI-PBA credential, you must meet the following educational and professional
experience requirements.
Educational
Background
Secondary
degree
(High school
diploma,
associates
degree or
global
equivalent).
Business
Analysis
Experience
7,500 hours
(5 years) working
as a practitioner
of business
analysis.
This experience
must have been
earned in the last
8 years.
General Project
Experience
*2,000 hours
working on project teams.
This project experience
can be inclusive of the
7,500 hours of business
analysis experience listed.
Any business analysis
experience that occurred
within the context of a
project can be included.
Training in
Business Analysis
35 contact hours.
Hours must have

been earned in
business analysis
practices.
This experience must

have been earned in the
last 8 years.
Bachelors
degree or
higher degree
(or global
equivalent).
4,500 hours
(3 years) working
as a practitioner
of business
analysis.
This experience
must have been
earned in the last
8 years.
*2,000 hours
working on project teams.
This project experience
can be inclusive of the
4,500 hours of business
analysis experience listed.
Any business analysis
experience that occurred
within the context of a
project can be included.
35 contact hours.
Hours must have

been earned in
business analysis
practices.
This experience must

have been earned in the
last 8 years.
*Note: for those who hold an active PMP and/or PgMP credentials, PMI has already verified you have exceeded the project
experience requirements. In other words, active PMP and/or PgMP credential holders will be accepted as fulfilling the general
project experience requirements.

PMI-PBA Application & Payment

How to Complete the Online Application
You can use our online certification system to apply for all certifications and credentials.
Before you begin:
Check to make sure you meet the eligibility requirements and can
record the necessary information on the application.
Once you start an

online application: You cannot cancel it. You can save it unfinished, come back to it later, and edit
any information you already entered. The application will remain open for 90 days
during which time PMI will send you an email reminder to complete the
application.
Please ensure that the application includes your valid email address as this will be the primary mode of
communication from PMI throughout the certification process. Although PMI will email you reminders
during the process, you have the responsibility to schedule and sit for your examination within
the one-year eligibility period (see Exam Eligibility section of this handbook for more details).
NOTE: Electronic communications from PMI may inadvertently be blocked or forwarded to bulk
mail folders by some spam filters. Please add customercare@pmi.org to the personal address
book in your email program to help ensure that you dont miss important certification notifications
from PMI.
Before you submit the application, you will be required to read and agree to the PMI Code of Ethics and
Professional Conduct and the Certification Application/Renewal Agreement, which can be found in this
handbook and on PMI.org.
You can also use the online certification system to:
View your submitted application

View your examination eligibility status
Download PMI audit forms
Download your exam report with your pass/fail status
Apply and submit payment to take or retake any PMI examination and/or evaluation
Submit payment for certification renewal
Download receipts
Access your certification record and update your contact information
View your listing on the Certification Registry


How to Record Your Experience on the Application
Business Analysis Experience
Use the Business Analysis Experience Worksheet in the application to record your business analysis
experience.
Record each business analysis activity you worked on individually. You need a minimum of 4,500 hours
of unique, non-overlapping experience accrued within the last eight years. This means that each month
you worked on multiple, overlapping activities (projects that ran simultaneously) counts as one month
toward the total requirement.
General Project Experience

Use the General Project Experience Worksheet in the application to record your general project
experience. This can include your business analysis experience, as long as it was within the context of a
project. Record each project you worked on individually.
You need a minimum of 2,000 hours of unique, non-overlapping experience accrued within the last eight
years. This means that each month you worked on multiple, overlapping projects (projects that ran
simultaneously) counts as one month toward the total requirement. Using the example below, the time
spent working on Project 1 from January-April would count as four months toward the eligibility
requirement while the time spent working on Project 2 during May-June would count as two months
toward the eligibility requirement. However, you cannot count the time working on both projects during
February-April twice. Therefore, Project 1 and Project 2 equal six months (January-June) of project
experience toward your eligibility requirement.
Note: The experience included as part of the business analysis experience requirement can count
towards the general project experience as long as this experience occurred within the context of
a project.


How to Record Your Training on the Application
Record at least 35 contact hours of training on business analysis practices. Business Analysis training
can include topics covering business analysis methodologies, principles and practices.
Record all training hours, regardless of when they were accrued. The course work must be completed
by the time you submit your application.
NOTE: One hour of classroom instruction equals one contact hour. If you have completed a
university or college course on business analysis that met for three hours per week for 15 weeks,
you would record 45 contact hours. If only a portion of a course dealt with business analysis
practices, only the hours spent on business analysis practices can be applied toward the total.
You can satisfy the training requirements by demonstrating the successful completion of courses,
workshops and educational sessions offered by one or more of the following types of providers:
PMI Registered Education Providers (R.E.P.s)*

PMI chapters or communities of practice*
Employer/company-sponsored programs
Training companies or consultants (e.g., training schools)
Distance-learning companies, including an end-of-course assessment
University/college academic and continuing education programs
The following education does not satisfy the training requirements:
PMI chapter meetings*

Self-directed learning (e.g., reading books, watching instructional videos or sessions
with coaches or mentors)
*If at least one hour of a chapter meeting is spent conducting a learning activity, the hour(s)
spent in that activity can be counted towards the training eligibility requirement.
NOTE: While you may be able to record applicable classes that counted toward a degree, you
cannot record the degree program in its entirety because some classes within the program will
not apply to the requirement.


Application Processing
PMI strives to process applications in a timely manner. The following table details the application
processing timeline.
Application Processing Timeline
Application submitted:
Online
Process time:
5 calendar days
NOTE: This processing timeline does not apply if your application has been selected for PMIs
audit process (refer to the PMI Audit Process section in this handbook for more details).

10

PMI-PBA Credential Fees
The proper fees for payment are determined by your PMI membership status and the examination
delivery type (computer-based versus paper-based) for your geographic location. Refer to the
Examination Administration section in this handbook to see if you qualify for paper-based exam delivery.
Otherwise, plan on taking a computer-based exam and submitting the associated fees. Use the following
chart to determine the credential fee.
Exam Administration Type
PMI Member Status
US Dollars
Euros
Computer-based testing (CBT)

Computer-based testing (CBT
Paper-based testing (PBT)
Paper-based testing (PBT)
member
nonmember
member
nonmember
$405
$555
$250
$400
340
465
205
335
Reexamination CBT
Reexamination CBT
Reexamination PBT
Reexamination PBT
member
nonmember
member
nonmember
$275
$375
$150
$300
230
315
125
250
CCR certification renewal

CCR certification renewal
member
nonmember
$60
$150
USD Only
USD Only
The PMI membership rate will apply only if you are a member of PMI in good standing at the time you
submit payment for the credential. If you apply for membership right before you apply for the credential,
make sure you receive confirmation of your membership before you pay for the credential. If your
membership has not been completely processed before you pay for the credential, you will be charged
the nonmember rate.
If PMI membership is obtained after you submit payment for the credential, PMI will not refund the
difference.
Review all the benefits of PMI membership or join now!

11

How to Submit Payment
Once your online application has been processed and determined to be complete, PMI will send
electronic notification to you requesting payment.
This requires you to go back into the online certification system to complete the following steps:
1. Select your examination delivery method.
(Refer to the Examination Administration section in this handbook for more details).
2. Request special accommodations for your examination at no extra cost, if necessary.
(refer to the Special Accommodations section in this handbook for more details).
3. Submit payment.
(Refer to the Certification Fees section of this handbook for more details).
You can submit payment of the certification fees in any of the following ways:
Payment type
Method for sending payment
Credit card
Online certification system or postal mail to PMI
Check
Postal mail to PMI
Money Order
Postal mail to PMI
Wire transfer
Contact customercare@pmi.org for details
If you choose to submit payment by postal mail, you must also complete and
include a printed copy of the payment form with your payment.
If you submit your application online, you may submit payment by the following ways:
1. OnlineUse the online certification system to submit credit card payment. This will enable PMI to
process your payment more quickly.
OR
2. By Postal MailMail a check, money order, credit card information or wire payment information
to PMI. For all mail-in payments, please download and complete the payment form and submit
the completed form with your payment. Include your PMI identification number and user name.
NOTE: When certification payment is received, PMI will send electronic notification indicating one
of the following next steps:
Examination scheduling instructions to help you schedule your examination.

Application has randomly been selected for PMIs audit process.

12

PMI-PBA Refund Policy
To obtain a refund for the PMI-PBA credential, you must make a request at least 30 days before the
exam eligibility expiration date. A refund of US$200 will be made if you have not yet scheduled or
taken the CBT exam. A refund of US$135 will be made if you have not yet scheduled or taken the PBT
exam.
Also you can receive a refund if you fail to meet audit requirements (refer to the PMI Audit Process
section of this handbook for details on the audit process).
PMI will NOT provide you with a refund in the following instances:
If your one-year eligibility period has expired and you have not scheduled the exam, you will not
receive a refund. You will forfeit the entire fee. You will not be able to use the initial fees for
anything else. If you still wish to obtain the credential, you will have to reapply and submit all
associated fees again.
If you have scheduled the exam and did not take it, nor provided the necessary
cancellation/rescheduling notification to PMIs testing administration partner, Prometric, you will
not receive a refund. Again, you will forfeit the fee and not be able to apply it to anything else.
NOTE: You can send a request for refund to customercare@pmi.org or by fax to +1 610 482 9971.

13
PMI Audit Process

PMI Audit Process
The submission of an application indicates your agreement to comply with the terms of the audit process.
All applications are subject to an audit, although only a percentage of applications are selected for audit.
The selection of an application for audit is random.
If your application is selected for an audit, you will be notified by email after payment of the certification
fee is received. The electronic audit notification provides detailed information on how to comply with the
terms of the audit.
During an audit, you will be asked to submit supporting documentation such as:
Copies of your diploma/global equivalent.

Signatures from your supervisor(s) or manager(s) from the project(s) recorded in the experience
verification section of the application.
Copies of certificates and/or letters of registration from the training institute(s) for each course
recorded on the application to meet the required contact hours of training in business analysis
practices.
PMI provides you with 90 days to submit the requested documentation. If you are able to provide the
necessary documentation to meet the terms and requirements of the audit process, the audit should take
about five to seven business days to complete.
You can send your completed audit forms by regular postal mail or express courier service to the
address below. Please send all materials at one time, in one envelope. Sending audit documents
separately can cause delay in the audit review timeframe.
PMI
Attn: Certification Audit
14 Campus Blvd.
Newtown Square, PA 19073-3299 USA
You may not continue with the certification process until you have complied with the audit requirements.
Once you successfully complete the audit, your one-year examination eligibility period starts.
Incomplete submissions will not be processed and will result in failure of the audit.
If you fail to meet the audit requirements, you will receive a refund (refer to the Refund Policy section
in this handbook for the certification you are pursuing for more details).
NOTE: Please be advised that while the selection process for an audit is primarily random, PMI
reserves the right to select any candidate to be audited at any time, including after the credential
has been bestowed. If you fail to meet the audit requirements after attaining the credential, your
credential will be revoked and you will not be entitled to a refund.

14
Exam Policies & Procedures

PMI-PBA Exam Information
The PMI-PBA exam is comprised of 200 multiple-choice questions. Of the 200 questions, 25 are
considered pre-test questions. Pre-test questions do not affect the score and are used in examinations
as an effective and legitimate way to test the validity of future questions. All questions are randomly
placed throughout the exam.
No. of Scored Questions
No. of Pre-test
(Unscored) Questions
Total Examination
Questions
175
25
200
Computer-based testing (CBT) is the standard method of administration for PMI examinations. Paperbased testing (PBT) is available under limited circumstances (refer to the Examination Administration
section in this handbook for more details).
The allotted time to complete the computer-based examination is four hours.
Allotted Examination Time

4 hours
It may take some candidates less than the allotted four hours to complete the examination.
There are no scheduled breaks during the exam, although you are allowed to take a break if
needed. If you take a break during the exam, your exam clock continues to count down.
The examination is preceded by a tutorial and followed by a survey, both of which are optional
and can take up to 15 minutes to complete. The time used to complete the tutorial and survey is not
included in the examination time of four hours.
Item Development
PMI-PBA exam questions:
Are developed and independently validated by global work groups of business analysis
professionals;
Are referenced to the current business analysis reference list;
Are monitored through psychometric analysis; and
Satisfy the PMI-PBA Examination Content Outline.

15

PMI-PBA Exam Blueprint
The PMI-PBA credential exam is developed based on the PMI-PBA Examination Content Outline. The
exam blueprint details the topic areas in which exam questions will focus. The allocation of questions will
be as follows:
Percentage
of Questions
Domain 1: Needs Assessment (5 tasks)
18%
Domain 2: Planning (6 tasks)
22%
Domain 3: Analysis (8 tasks)
35%
Domain 4: Traceability and Monitoring (5 tasks)
15%
Domain 5: Evaluation (4 tasks)
10%
Total
100%
For details on the topic areas covered in each of these categories, access the PMI-PBA Examination
Content Outline.

16

Examination Administration
Computer-based testing (CBT) is the standard method of administration for all PMI examinations.
However, paper-based testing (PBT) is available for the following situations only:
1. Candidates who live at least 300 km (186.5 miles) from a Prometric CBT site.
2. Employers (Corporate Sponsors) who wish to administer a PMI examination to their
employees. In this case, there is no restriction on distance; however, only employees of the
corporation may test at these events.
NOTE: You do not have the option of taking a CBT or PBT exam. You can only take a PBT
exam if you meet one of the two criteria listed above.
PMI reserves the right to cancel a PBT event that does not have a minimum of 10 candidates. Additional
restrictions apply. Sponsors can obtain a copy of the PBT Handbook by contacting pbtexams@pmi.org.
CBT test centers are listed on the Prometric website. If you are unable to locate a Prometric CBT center
within a 300 km- (186.5 mile-) radius of your home, review the PBT listing on the Prometric website to
see if there is a PBT event available in your area.
Prometric, a leading global provider of comprehensive testing and assessment services, is PMIs
examination administration partner.
NOTE: As part of the certification payment process, you need to indicate whether you will be
taking a computer-based or paper-based examination. If you need to take a PBT examination,
include the site location, date, and group testing number on your application.
NOTE: The PMI-PBA credential exam is administered in English only.

Language aids for the PMI-PBA exam are not currently available.

17

Special Accommodations for the Exam
You may request the administration of any PMI examination to be modified due to disability, handicap
and/or other conditions that may impair your ability to take the examination. There are no additional costs
for special accommodations.
NOTE: Record your need for special accommodations as part of the payment process.
You must submit to PMI, by fax or postal mail, supporting medical or other appropriate documentation to
complete your request. Please keep a copy of all submitted forms for your records.
Refer to the How to Schedule your Examination section in this handbook for more details.

18

Legal Restrictions on Taking the Examination
PMI is subject to US export controls and sanctions laws and regulations. PMI products and services,
including examination administration, may not be exported, re-exported or otherwise furnished to
countries subject to comprehensive US sanctions, unless there is US government authorization, or to a
person or entity on certain lists of designated parties maintained by the US government, including the US
Treasury Office of Foreign Assets Control (OFAC) List of Specially Designated Nationals and Blocked
Persons (SDN List), among others.
For that reason, you will be required as part of your application to take the examination to certify that you
are not on any list of designated parties maintained by the US government, that you are not in any way
affiliated with the governments of countries subject to comprehensive US sanctions, currently Iran,
Sudan, Syria and Cuba, and that you are not ordinarily or permanently resident in countries subject to
comprehensive US sanctions, unless the US government has authorized the provision of such
examinations to persons ordinarily or permanently resident in those countries. As of June, 2014, the US
government has given authorization for individuals ordinarily resident in Iran and Sudan to take
professional certificate examinations.
Export control and sanctions laws may change from time to time, and PMI reserves the right to
implement any changes or additions to these restrictions as appropriate.

19

Exam Eligibility
Once an application has been approved, the one-year eligibility period begins. After payment of the
credential fee has been received, and you successfully completed the application audit (if your
application was selected), PMI will send you an email notification with:
PMI Eligibility ID and

The examination scheduling instructions.
NOTE: If your application was selected for audit, your eligibility period begins the day you
successfully complete the audit.
The exam eligibility period (the period of time during which you are able to test) is one year. You may
take the examination up to three times within this one-year eligibility period should you not pass on the
first attempt.
The examination scheduling instructions direct you to the section of the Prometric website where you can
select and schedule your examination date and location. Prometric is PMIs examination administration
partner.
PMI cannot guarantee seating at the testing centers and recommends that you schedule the
examination as soon as you select a date on which you want to take it and at least three months before
the expiration of your eligibility period.
NOTE: You must retain the unique PMI Eligibility ID located on your scheduling notification. This
number will be required to register for the examination.
Please print and save all examination scheduling verifications and correspondence received from
Prometric for your records.
NOTE: If your one-year eligibility period has ended and you have not scheduled the exam, you
will not receive a refund. You will forfeit the entire fee. You will not be able to use the initial fees
for anything else. If you still wish to obtain the credential, you will have to reapply and submit all
associated fees again.

20

How to Schedule Your Exam
FOR PBT ADMINISTRATION
If you qualified to take a paper-based examination, you will not have to do anything to schedule a
PBT appointment because you indicated this administration type as part of the application or payment
process. Although you are required to do nothing, you will receive the exam scheduling instructions
because PMIs system sends it to everyone automatically.
To confirm your PBT exam appointment, PMI will send an electronic confirmation 20 days before your
scheduled appointment. This confirmation will contain site instructions including your eligibility dates,
your examination date and location, your arrival times for the examination, information on your
government-issued identification and contact information.
FOR CBT ADMINISTRATION

You cannot schedule an exam appointment until PMI receives payment of your certification fee.
Schedule your Examination Online
You can schedule your CBT exam appointment online at the Prometric website (www.prometric.com/pmi).
When you press Get Started, you will be prompted to complete the following steps:
1. Select Schedule an Appointment.
2. Choose the country and state/province in which you would like to sit for the examination.
3. First time test takers will need to create an account by selecting the link Are you a New User?
By creating this account, you are using a Prometric login and password that is different than your
PMI.org login and password.
4. Select PMI-Project Management Institute in the Client field and PMI-Project Management
Institute (PR0, PR1) in the Program field.
5. Review PMI-PBA eligibility requirements and scheduling information.
6. Select PMI-Professional in Business Analysis (PMI-PBA) in the Exam field. Choose your
currency.
7. Make a selection from the available test sites offerings in your area and select Schedule
Appointment.
8. Select the examination date and time.
9. Enter your PMI Eligibility ID, confirm your email address, agree to the Data Privacy Notice and
click on Commit Registration.
NOTE: Print out your exam confirmation information once you schedule your exam online. Please
maintain a copy of the CBT examination confirmation in your files in the unlikely event that there
are any discrepancies. PMI will not be able to advocate for you if this confirmation notice is not
provided.

21

Schedule your Examination by Telephone
If you live inside North America, you can use the Prometric Telephone System, an Interactive
Voice Response System that enables you to use a touch-tone phone to schedule, reschedule,
cancel, or confirm existing examination appointments. Test center information (phone number,
address and directions) can also be obtained over the telephone or online.
This telephone service is available Monday through Friday, 8 a.m. to 8 p.m. (U.S. Eastern Time).
Please call +1 800 268 2802 and follow the prompts. The hearing impaired may schedule by
calling +1 800 529 3590.
Outside North America: Please visit the Prometric website for the service center information for
your region. https://www.prometric.com/en-us/clients/pages/contact-numbers.aspx?client=pmi#
NOTE: Please be advised that when scheduling by telephone, you must go to the Prometric
website to print your confirmation information.
When calling Prometrics Customer Care Center, the customer service representative will ask for:
1. Testing program: (Project Management Institute)
2. Name of examination: (PMI-PBA, CAPM, PgMP, PMI-RMP, PMI-SP, or PMP)
3. PMI Eligibility ID (e.g., 1234567E1)
NOTE: Please maintain a copy of the CBT examination confirmation in your files in the unlikely
event that there are any discrepancies. PMI will not be able to advocate for you if this
confirmation notice is not provided.

22

How to Schedule an Examination with Special Accommodations
If you have been approved for special accommodations for the examination administration from PMI,
please follow these steps:
Candidates in North America must call Prometric Special Conditions Department at +1 800 967 1139
Candidates who live outside North America must contact Prometrics Regional Service Center in your
region. Please see the phone list above.
When scheduling your exam with special accommodations, be prepared to provide the following:
1. Testing program: (Project Management Institute)
2. Name of examination: (PMI-PBA, CAPM, PgMP, PfMP, PMI-RMP, PMI-SP or PMP)
3. PMI Eligibility ID (e.g., 1234567E1)
If you need to reschedule or cancel an appointment with special accommodations, you will need to call
the same number you used when scheduling.
NOTE: If you neglect to apply for special accommodations at the time you complete the
application and wish to do so as you schedule your exam, you must first contact PMI by email at
certexamdelivery@pmi.org. You cannot schedule the exam with special accommodations
without first applying for the accommodations and getting them approved.

23

Rescheduling/Cancellation Policy for CBT Exams
You can reschedule or cancel your computer-based exam at any time, as long as you do so more than
two full calendar days before your scheduled exam appointment. However, because of limited seating
capacity at Prometric Testing Centers, late rescheduling and cancellations will result in a fee. It is
recommended that you reschedule or cancel your exam as soon as you know you wont be able to make
the appointment. Please read the following policy carefully:
Within 30 Days of Your Appointment
If you reschedule or cancel your exam within 30 days of your scheduled appointment, you will be
charged a fee of US$70. This fee helps to ensure greater seating availability at Prometric Testing
Centers since candidates who wait until the last minute to reschedule or cancel their exams are
reserving seats that could be used by others.
The fee will be charged when you go online to Prometrics website to reschedule or cancel your exam
within the 30-day period. The $70 charge will appear on your credit card statement as a charge from
Prometric.
The 30-day period does not include the day of the exam appointment. For example, if you scheduled
your exam for 5 May, you must reschedule or cancel the exam on or before 4 April to avoid the fee.
For emergency situations in which you are unable to change your exam appointment within 30 days, the
Extenuating Circumstances Policy may apply. However, PMI will evaluate these situations on a case-bycase basis to determine if a refund of the rescheduling fee is appropriate.
Read the FAQ document for more details on this new rule.
Within 2 Days of Your Appointment
You need to reschedule or cancel your appointment before two calendar days of your exam
appointment. If you wait until you are within two days of your exam appointment, you will be able to
cancel your appointment but you will forfeit the entire exam fee. You will not be able to reschedule your
appointment at this point and will need to pay associated reexamination fees to schedule a new exam.
Examples
Date of Exam
Appointment
Date that you Reschedule

or Cancel
Fee Amount
30-Day Policy
5 May
4 April (or before)
No Fee
5 May
5 April (up until 2 May)
US$70
5 May
2 May
US$70
5 May
3 May (you are unable to reschedule, but

can cancel the appointment)
2-Day Policy

Forfeit the entire

exam fee
24

How to Reschedule or Cancel Your CBT Appointment
To reschedule or cancel your CBT exam appointment, go to the Prometric website and follow the
prompts. Emails to Prometric or PMI are not acceptable forms of communication to reschedule or cancel
your exam appointment.
If you have Internet connectivity problems, you can call Prometric directly to reschedule or cancel your
appointment. Call Prometric using the same number you called when scheduling your exam and not the
local test site where you are scheduled to take the examination. Contact telephone numbers for
Prometric are located on your Examination Scheduling Instructions and in this handbook.
Rescheduling/Cancellation Policy for PBT Exams

To reschedule or cancel a paper-based testing (PBT) exam appointment, you must email
pbtexams@pmi.org no later than 35 calendar days before the scheduled examination administration
date. Include your name, your PMI identification number, group ID number, (both found on your
confirmation email) and the location of the PBT event in your email. The group ID number is available on
the Prometric website or from the PBT sponsor.
Extenuating Circumstances
PMI understands that there are times when personal emergencies may cause you to:
1. Reschedule or cancel your exam within 30 days of the appointment,
or
2. Miss a scheduled exam appointment (resulting in a no-show status).
These are referred to as extenuating circumstances and can include:
medical emergency
military deployment
death in immediate family
illness in immediate family
natural disaster.
Extenuating circumstances do not include work-related circumstances.

Should a situation like this occur, PMI will examine your situation and take appropriate action.
1. If your circumstances force you to reschedule or cancel your exam within 30 days of the
appointment:
Go online to the Prometric website as soon as you know you are unable to make your scheduled
appointment and reschedule or cancel your exam. You will be charged the $70 fee; however, you
can contact PMI Customer Care with an explanation and supporting documents (e.g., accident
report, medical documentation, etc.) to obtain a refund on the late rescheduling/cancellation fee, if
approved by PMI.
2. If your circumstances force you to miss your scheduled exam appointment (resulting in a no-show
status):
Please contact PMI Customer Care within 72 hours following the missed exam
appointment. You will be asked to provide an explanation along with supporting documentation
(e.g., accident report, medical documentation, etc.) in order for you to reschedule or cancel your
exam without penalty, if approved by PMI.
25

PMI will review all claims on a case-by-case basis. If your extenuating circumstance claim is not
approved, you will be required to pay the full reexamination fee to sit for the exam.
No-Show Status
Failure to notify Prometric or PMI within the specified time periods to reschedule or cancel
your exam and failure to meet a scheduled examination appointment will result in a no-show
status. If you receive a no-show status, you will forfeit the exam fee and have to pay the full
reexamination fee in order to schedule another examination.

26

PMI Examination Security & Confidentiality
The examination, answer sheets, worksheets and/or any other test or test-related materials remain the
sole and exclusive property of PMI. These materials are confidential and are not available for review by
any person or agency for any reason.
Examination (pass/fail) results are confidential and will not be disclosed to anyone without candidate
consent, unless directed by valid and lawful subpoena or court order. If you would like your examination
results to be released to a third party, you must provide PMI with a written request that specifically
identifies the types of details (e.g., examination date, pass/fail status, etc.) about the examination results
that the third-party person or organization should receive.
When you submit an application, you agree to abide by the PMI Certification Application/Renewal
Agreement (found in this handbook). Among other things, this document addresses post-examination
questions and discussions. It states: Furthermore, I agree not to discuss, debrief or disclose, in
any manner, the specific content of PMI examination questions and answers, to any individual.
Any such discussion would be a potential violation of the Certification Application/Renewal Agreement
and thus, could affect the status of your certification, up to and including revocation of your certification or
permanent suspension from any PMI examinations.

27

Examination Site Requirements & Instructions
In order to be admitted into the Prometric testing center, you must bring a valid, current (non-expired)
form of government-issued identification. Your identification needs to include:
1. English characters/translation
2. Your photograph
Your government-issued identification must match your name exactly as it appears on the
scheduling notification. The identification documents must be the originals, and cannot be
photocopies. You will not be permitted to test if the name on your government-issued identification does
not exactly match the name on your scheduling notification. Neither PMI nor Prometric will make any
exceptions to this policy.
If you do not provide the appropriate and/or matching identification, you will not be permitted to test. If
you still wish to take the exam, you will be required to apply for reexamination and pay the reexamination
fee in order to take the exam at a later date.
The following are acceptable forms of government-issued identification:
Valid military ID
Valid passport
Valid national identification card
The following are acceptable forms of secondary identification:
Valid employee ID
Valid credit card with signature
Valid bank (ATM) card
The following are not acceptable forms of identification:
Social Security cards
Library cards
Name Change Procedure
After submitting your examination payment, you will receive an eligibility letter from PMI via email. This
eligibility letter will confirm the way your name will appear on the day of your examination, under the
Name exactly as it appears on your identification field. If you will require an update or change for your
name for the purposes of taking the credential examination, you must contact PMI as soon as possible in
order to request the change.
Email: CertQuestions@pmi.org
Fax: +1 610 482 9971
Attn: Name Change for Exam
Along with your request, please include the following information, exactly as it appears on the
government issued identification documents that you plan to present at the testing center:
First Name [Given Name]

Middle Name
Last Name [Surname/Family Name]
Please send any name change information as soon as possible. PMI is unable to guarantee that any
updates can be made to the name within five business days of a scheduled examination.
Check-in procedure
28

On the day of your examination, please arrive a half hour before your scheduled appointment. You
must sign in, present the required identification, and provide your unique PMI Eligibility ID. You may also
be asked to provide the confirmation number received when scheduling the appointment.
PROHIBITED from the Testing Center:
You may NOT bring anything or anyone into the testing area or to the desk where you take the exam.
This includes:
food
coats
calculators
cellular telephones
watches
beverages
sweaters
eyeglass cases
tape recorders
wallets
book bags
luggage
pagers
dictionaries
any other personal items
Testing Aids
Test candidates are prohibited from bringing calculators and scrap paper into the test site. However,
these items will be provided for you by Prometric on the day of the exam:
Calculators are built into the CBT exam and will be provided to those candidates taking a PBT
exam
Scrap paper and pencils
Markers and note boards
Termination of Examination Administration/Grounds for Dismissal

You are expected to conduct yourself in a professional manner at all times at the testing center. Any
person who violates the PMI Test Security & Confidentiality Policy will be subject to disciplinary action(s)
by the Certification Department.
The test center administrator/supervisor or proctor is authorized to dismiss you from an examination
administration and the Certification Department may cancel your scores, or take other appropriate action,
when there is a reasonable basis for concluding that you have engaged in any of the following conduct:
Using or attempting to use someone else to take the test.

Failing to provide acceptable personal identification.
Having access to or using notes or any prohibited aid related to the test.
Creating a disturbance (disruptive behavior in any form will not be tolerated; the test
administrator/supervisor has sole discretion in determining whether specific conduct
constitutes disruptive behavior).
Communicating, in any manner, with another person other than the test
administrator/supervisor or proctor about the test during the administration, including
attempting to give or receive assistance.
Attempting to remove scrap paper from the testing room, or tearing the scrap paper.
Eating or drinking in the testing room.
Leaving the testing room or test center vicinity without permission.
Removing or attempting to remove, examination-related material, or portions of a test in any
format from the testing room.
Attempting to tamper with a computer.
Engaging in any dishonest or unethical conduct, such as cheating.
Failing to follow any other examination administration regulations set forth in PMI Certification
Program policies given by the test administrator/supervisor, or specified in any examination
materials.

29

The Certification Department reserves the right to take all action including, but not limited to, barring you
from future testing and/or canceling your scores, for failure to comply with the test
administrator/supervisors directions. If your scores are cancelled, you will be notified of such action and
its basis, and your examination fees will not be refunded.
Although tests are administered under strict supervision and security measures, examination
irregularities may sometimes occur. You are required to contact PMI as soon as possible to report any
observed behavior that may lead to an invalid scorefor example, someone copying from another test
taker, taking a test for someone else, having access to test questions before the examination, or using
notes or unauthorized aids. All information will be held in confidence.

30

Examination Report
Upon completion of the computer-based examination, you will receive a printed copy of your test results.
In addition to the overall pass/fail status, important diagnostic information on your performance is
provided for each domain. This information provides specific guidance for both passing and failing
candidates.
Understanding Your Exam Results
Your exam results are reported in two ways:
1. A pass/fail result score is generated based on your overall performance on the examination.
2. The second level of results is the assignment of one of three proficiency levels to each chapter.
Each topic domain is assigned one of three levels of proficiencyProficient, Moderately
Proficient and Below Proficientbased on the number of questions answered correctly within the
domain.
This provides direction about your strengths and weaknesses.
PMI defines the levels of proficiency as follows:
Proficient indicates performance is above the average level of knowledge in this domain.
Moderately Proficient indicates performance that is at the average level of knowledge in this domain.
Below Proficient indicates performance is below the average level of knowledge in this domain.
For candidates who pass the exam, the performance information will help identify specific chapters to
focus on for continuing education purposes. For candidates who fail the exam, the performance
information will identify specific chapters where improvement or further study may be required in order to
successfully complete the exam in the future.
Candidates who take a computer-based examination receive the test results at the test center the day
they sit for the examination. You can also access your test results on the online certification system 10
business days after your examination date.
Candidates who take a paper-based examination will not receive the test results the day of the exam.
You will be able to access your test results on the online certification system approximately six to eight
weeks after your examination date.
HAND SCORING for the paper-based test is available up to six months after the administration. The fee
for hand scoring is US$45. For more information or to request hand scoring please contact PMI
customercare@pmi.org. PMI does not offer hand scoring for computer-based tests.
NOTE: If you do not pass the exam on your first attempt, you have two more opportunities to
retest within your one-year eligibility period. Refer to the Reexamination section in this handbook
for more details.

31

Establishing the Passing Score
The passing score for all PMI exams is determined by sound psychometric analysis. PMI uses subject
matter experts from across the globe to help establish a point at which each candidate should pass the
examination(s) and the examination point of difficulty. Data that show how candidates actually performed
are cross referenced with the subject matter experts to ensure that the point of difficulty on each
examination is healthy.
NOTE: You will not see your certification status on the online Certification Registry until PMI receives
your examination results from Prometric.
Reexamination
You are granted a one-year eligibility period in which to pass the examination. During the eligibility
period, you may take the examination up to three times because candidates do not always pass the
examination on their first attempt. Gauge your time carefully to leave enough time during the eligibility
period to retake the examination, if needed.
Reexamination fees apply to the second and third attempts to pass the examination.
Exam Administration Type
Reexamination CBT
Reexamination CBT
Reexamination PBT
Reexamination PBT
PMI Member Status
US Dollars
Euros
member
nonmember
member
nonmember
$275
$375
$150
$300
230
315
125
250
If you fail the examination three times within your one-year eligibility period, you must wait one year from
the date of the last examination you took to reapply for the credential. However, after failing an exam
three times, candidates may opt to apply for any other PMI certification and/or credential. For example, a
candidate who failed the PMI-PBA exam three times during the one-year eligibility period must wait one
year to reapply for the PMI-PBA credential. However, he or she can apply for the CAPM, PMP, PMI-SP,
PMI-RMP, PfMP or PgMP (and submit associated initial fees) at any time.
Reexamination fees apply to the second and third attempts to pass the examination. If your eligibility
period expires without you passing the examination, you must reapply for the credential.

32
Certification Policies & Procedures

PMI Appeals Procedure
All challenges to PMIs Certification Program are governed by the comprehensive and exclusive rules of
the PMI Certification Appeal Procedures. The PMI Office of Certification Appeals will conduct the review
of all certification related appeals submitted by a candidate and/or existing certification holder, in
collaboration with the PMI Certification Manager, render the final decision.
All certification related appeal requests must be made in writing via email (certappeals@pmi.org) or
postal mail to the Office of Certification Appeals (14 Campus Boulevard; Newtown Square, PA 190733299; USA). The Office of Certification Appeals will maintain a record of each appeal, the subsequent
action(s) taken, and the decision made. The Office of Certification Appeals will be responsible for all
communications with the person who submitted the appeal.
This appeal process is the only method to review all decisions made by the PMI regarding applications,
eligibility, examinations, test administration and results, Continuing Certification Requirements (CCR)
and other application or testing-related certification issues and/or challenges or complaints*.
* Disciplinary decisions made by PMI regarding persons already certified and credentialed by PMI are
evaluated under a separate process, the PMI Ethics Case Procedures, which is detailed at:
http://www.pmi.org/About-Us/Ethics/Ethics-Complaints.aspx.

33
Certification Policies & Procedures

Use of Your PMI-PBA Credential
Once you pass the exam, you are granted the PMI-PBA credential. You may refer to yourself as a PMIPBA credential holder as long as you have an active credential status. You are authorized to use the
PMI-PBA designation in block letters after your name on business cards, personal letterhead, resumes,
websites and in your email signature.
Please note that as part of the application process, you agreed to adhere to the PMI Code of Ethics and
Professional Conduct and the Certification Application/Renewal Agreement. This means, among other
things, that you will only use the PMI-PBA designation in the manner stated above and that you will not
use the PMI-PBA designation in company names, domain names, product names, or any other
unauthorized manner.
Certificate Package
Within six to eight weeks, you will receive a credential package that includes:
Congratulatory letter
Information on how to maintain and renew your credential
Certificate
Both of these documents list your:

Credential numbera unique identification number used by PMI to maintain your individual
credential records
Your credential cycle dates
You will want to file this information in a safe and easily accessible location. You will need to refer to it in
order to report professional development activities to maintain your credential.
Until you receive your credendial package, you may use your exam report (available online through the
certification system) to validate your credential status.
Online Certification Registry
The online Certification Registry automatically lists names of PMIs certification and credential holders.
This feature allows verification of certification and credential holders for the benefit of employers, service
purchasers and others. Users can search for certification and credential holders by first name, last name,
or by country.
Certification and credential holders can choose to be removed from the registryso the absence of your
name in the registry does not necessarily mean that you are not certified. You can opt out of inclusion in
the registry or update your demographic information by visiting PMI.org.

34
Continuing Certification Requirements (CCR) Program

About the CCR Program
Once you have attained the PMI-PBA credential, you must participate in the Continuing Certification
Requirements (CCR) program to maintain an active credential status. The PMI-PBA credential cycle
lasts three years. During the cycle, you must attain no less than 60 professional development units
(PDUs) toward credential maintenance. Once you successfully complete a single cycle, a new threeyear cycle begins.
The CCR program supports the ongoing educational and professional development of credential holders.
The purpose of the CCR program is to:
Enhance the ongoing professional development of credential holders

Encourage and recognize individualized learning opportunities
Offer a standardized and objective mechanism for attaining and recording professional development
activities
Sustain the global recognition and value of PMI certifications and credentials.
CCR/Certification Maintenance Overview

1.
2.
3.
4.
Determine certification/CCR cycle

Attain no less than 60 PDUs during each certification/CCR cycle
Report PDUs with the online CCR System
Complete the online Application for Renewal process, which includes:
Reaffirm PMI Code of Ethics and Professional Conduct
Reaffirm PMI Certification Application/Renewal Agreement
Submit the credential renewal feeUS$60 for PMI members; US$150 for nonmembers
5. Receive new certificate with updated certification/CCR cycle dates
Work Online
Use the online certification system to:
View your listing on the Certification Registry
Update your contact information
Determine your Certification/CCR cycle dates on your certification record
Use the online CCR System to:
Search activities (courses/events) that award professional development units (PDUs)
Report PDUs as you earn them
Check your PDU transcript
Submit the application and payment for credential renewal (done through the online certification
system on which you also applied for the credential)

35

How to Determine Your Certification/CCR Cycle
Your active certification/CCR cycle begins the day you pass your credential examination and ends three
full years later. Once you renew your credential, a new, three-year certification cycle begins. Regardless
of when you renew your credential, it will be extended an additional 3 years beyond your current cycle
end date. You will then begin another 3-year certification cycle during which you must again meet the
requirements of the CCR program to maintain an active certification status.
The following table provides a sample of how to determine your active certification/CCR cycle. You also
can check this information on your credential certificate or on the online certification system.
Certification/CCR cycle begins

Certification/CCR cycle ends
Calculations:
If you pass the exam on
Your certification/CCR cycle ends
Therefore, you need to renew your credential
by
Your next cycle starts
Your next cycle ends
Suspension status begins
Your credential EXPIRES

PMP Certification Cycle

The day you pass the exam
On the third anniversary of passing the exam
15 September 2011
15 September 2014
14 September 2014
15 September 2014
15 September 2017
On the last day of your credential cycle, if you
do not complete the CCR program
requirements
One year after the suspension period begins, if
the CCR program requirements are not
completed
36

Credential Status
Active Status
Once you earn the credential, you are considered to be in active status. When you earn and record your
PDUs and renew your credential before the certification/CCR cycle end date, you remain a credential
holder in good standing and considered to be in active status.
Credential holders in active status will be listed in the online Certification Registry, which allows
verification of your credential status. The online Certification Registry automatically lists names of PMIs
certification holders. You can choose to be removed from the registry, so the absence of your name in
the registry does not necessarily mean that you are not certified.
Suspended Status
If you do not satisfy the CCR program within your active credential dates, you will be placed on
suspended status. The suspension period lasts one year (12 months). If you are in suspended status,
you may not refer to yourself as a credential holder or use the credential designation until you earn the
necessary PDUs or complete the renewal process within the one-year suspension period.
The date of your next CCR cycle will not change after you are reinstated to active status from suspended
status. (The suspension period overlaps the time frame of your next cycle as shown here).
Expired Status
If you do not earn the necessary PDUs or do not complete the renewal process within the suspension
period, you will lose your credential. If you let your credential expire, you may not refer to yourself as a
credential holder or use the credential designation. To attain the credential again, you will be required to
reapply for the credential by submitting the initial application again, submit the associated fees and
retake the examination.
Retired Status
If you are a credential holder in good standing, who wishes to voluntarily relinquish your active status due
to retirement, you are eligible to apply for retired status. To qualify, you must no longer earn primary
remuneration for practicing project management and must have been a credential holder in good
standing for at least 10 consecutive years.
Once you are in retired status, you do not need to earn or report PDUs.
To apply for retired status, submit a written request to PMI by email (certccr@pmi.org) or fax (1 484 631
1332). PMI will send you guidelines about retired status and a form to complete. There is also a US$100
processing fee.
If you get back into the practice of project management, you can apply for active status again by
contacting PMIs Customer Care by email. Once you have active status again, you will be required to
earn and report PDUs.

37

Professional Development Units (PDUs)
The professional development units (PDUs) are the measuring unit used to quantify approved learning
and professional service activities.
PDU activities for the PMI-PBA credential must be related to business analysis topics that are
substantially consistent with the knowledge areas outlined in the current version of the
PMI-PBA Examination Content Outline and involve appropriate expert resources.
Each professional development activity yields one PDU for one hour spent engaged in the activity. Some
limitations apply and can be found in the next section that discusses PDU categories and associated
policies. PDU activities must be completed at the time the PDU claim is being submitted. Each separate,
unique activity being claimed for PDUs must be entered as its own claim; multiple activities or entire
degree or recertification programs will not be accepted as a single claim.
PDU categories fall into two divisionsEducation and Giving Back to the Professionas illustrated here:
Education
Giving Back to the Profession
Courses offered by PMIs R.E.P.s, chapters

or communities
Creating new project management

knowledge
Continuing Education
Volunteer Service
Self-Directed Learning
Work as a professional in project

management
In other words, PDU requirements to maintain the PMI-PBA credential are as follows:

38

NOTE: If you attend courses that calculate by Continuing Education Units (CEUs), please
be aware that for conversion purposes, one CEU equals 10 PDUs.
Fractions of PDUs also may be reported in quarterly increments. This means that if you spent 15
minutes participating in a qualifying PDU activity, you can report 0.25 PDU. If you spend 30 minutes in a
qualifying PDU activity, you can report 0.50 PDU.
Each certification and credential requires a certain number of PDUs per CCR cycle.
Credential /
Certification
Number of PDUs
PMP
PgMP
PfMP
PMI-RMP
PMI-ACP
PMI-PBA
PMI-SP
CAPM
60
60
60 PDUs in portfolio management related topics
30 PDUs in specialized area of project risk management
30 PDUs in specialized area of agile project management
60 PDUs in specialized area of business analysis
30 PDUs in specialized area of project scheduling
No PDUs. Re-exam at end of cycle
Why You Should Keep PDU Documentation

You should maintain a personal CCR folder in a safe and easily accessible place to file documentation
that supports your reported PDU activities. For each claim, you should keep a copy of the submission
and the supporting documentation required (refer to the professional development units section in this
handbook for more details).
A percentage of certification and credential holders will be randomly selected for PMIs audit
process. During an audit, these certification holders will be asked to submit supporting material to verify
any PDUs submitted. Therefore, documentation for all PDU claims should be maintained for at least 18
months after the CCR cycle has ended.

39

PDU Categories
The CCR program organizes PDUs into the following categories with the associated policies noted.
EDUCATION CATEGORIES
CATEGORY A: Courses offered by PMIs R.E.P.s, chapters, communities and G.A.C.
Earn PDUs by attending educational courses offered by PMIs Registered Education Providers
(R.E.P.s). These providers adhere to quality criteria established by PMI and are solely authorized to
issue PDU certificates to attendees. R.E.P.s can be identified by their logo:
Examples of R.E.P.s include schools, consultants, corporate training departments, professional

associations, government agencies and PMI chapters. View the searchable database of R.E.P.s
and the courses they offer using the online CCR system.
You can also earn PDUs by attending events (seminars, conferences, etc.) offered by PMI, PMI
chapters and communities of practice. These event listings can be found on PMIs events calendar
or on the websites of your specific chapter or the community of practice to which you belong.
You can also earn PDUs by taking a PMI Publication Quiz (reading an article and correctly
answering at least 80 percent of the questions).
PDU Rule
1 hour of instruction related to business analysisequals 1 PDU. You can report PDUs in 0.25, 0.50
and 0.75 increments.
Documentation required upon audit request:
Registration form, certificate or letter of attendance
CATEGORY B: Continuing Education

Earn PDUs:
By completing an academic course being offered by a university or college
OR
By attending relevant educational courses, conferences, seminars or symposiums offered
by training organizations NOT registered with PMI. This may include training (or a webinar)
offered by your employer, another professional or membership association, or a non-R.E.P.
training organization. Similar events offered by PMI or PMI chapters and communities may
be submitted under the Category A option.
When only a portion of a course relates to business analysis, calculate PDUs by the percentage of
the overall curriculum focused on the topic.
Report each course separately. Entire degree programs will not be recognized for PDU credits, only
individual courses.
PDU Rule
1 hour of instruction related to business analysis equals 1 PDU. You can report PDUs in 0.25, 0.50
40

and 0.75 increments.
For an academic course, please provide the transcript or grade report indicating a passing mark.
For a non-R.E.P. or community course, please provide the registration form, certificate or letter of
attendance, and a brochure or course materials (syllabus) outlining the subject matter covered and
the qualifications of the instructor/lecturer.
CATEGORY C: Self-Directed Learning

Earn PDUs for self-directed learning activities which are individualized learning events involving
personally conducted research or study.
Learning may include informal activities such as:
reading articles, books, or instructional manuals;
watching videos, using interactive CD-ROMs, podcasts, or other source material;
having formal discussions with colleagues, coworkers, clients, or consultants;
being coached or mentored by a colleague, coworker or consultant (If you served as a
coach or mentor to someone else, report that activity under the Volunteer Category)
Qualifying activities must be relevant to business analysis, meet a specified purpose, and use
knowledgeable resources.
PDU Rule
1 PDU is awarded for every 1 hour spent in a self-directed learning activity listed in this category.
PDU restrictions: PMI-PBA credential holders cannot earn more than 30 PDUs in this category per
3-year certification cycle
Evidence supporting your reported learning project, including notes from and dates of discussion or
reading.

41

GIVING BACK TO THE PROFESSION CATEGORIES
PMI-PMA credential holders may not earn more than a total of 45 PDUs in the three Giving Back to
the Profession categories per 3-year certification cycle.
CATEGORY D: Creating New Business Analysis Knowledge

Earn PDUs for creating new knowledge for business analysis.
Qualifying activities include:
Authoring (co-authoring) a business analysis textbook
Authoring (co-authoring) a peer-reviewed article
Authoring (co-authoring) a non-peer-reviewed article
Authoring (co-authoring) an article for PMIs Knowledge Shelf
Authoring an article for relevant electronic newsletters
Authoring of article on an official organization, professional, or company blog
Presenting in a webinar
Presenting in a podcast
Creating a course or developing course content for business analysis related courses
Serving as a speaker or instructor for business analysis related courses and presentations
Serving as a moderator of a relevant discussion
Serving as a subject matter expert for a panel discussion
Both the time required to prepare or create this knowledge and the time to present it can be claimed for
PDUs. For example, when serving as a speaker, if you spent 7.5 hours to create your presentation and 1
hour to deliver it, this would count for 8.5 PDUs.
PDU Rule
1 PDU is awarded per 1 hour of activity in this category.
The PDUs claimed in this category count against the maximum of 45 PDUs allowed for PMI-PBA
credential holders in the Giving Back to the Profession categories (Categories D, E and F).
Copies of publications, sample educational materials or course agendas.
CATEGORY E: Volunteer Service

Earn PDUs by providing volunteer, non-compensated business analysis services to non-employer or nonclient customer groups.
Examples of qualifying activities include:
1. Serve as an elected volunteer officer in a business analysis capacity(including PMI chapters and
communities of practice). This work must be done for legally recognized non-profit, not-for-profit, or
charitable groups and organizations.
2. Serve as a volunteer/appointed committee member in a business analysis capacity(including PMI
chapters and communities of practice). This work must be done for legally recognized non-profit, notfor-profit, or charitable groups and organizations.
3. Providing business analysis-related volunteer services to PMI or another professional project
management association. This work must be done for legally recognized non-profit, not-for-profit, or
42

charitable groups and organizations. Examples may include:
Volunteering at a PMI global congress
Serving on a PMI Members Advisory Board
Working on PMI standards
Participating in activities for PMIs Certification Department
Participating in PMI research activities.
Specific PDU amounts are awarded for these activities based on your level of participation
View volunteer opportunities online to see how you can earn PDUs in this category.
4. Provide volunteer business analysis-related services to:
a community or charitable group,
5.
Provide mentoring and coaching to a colleague, coworker or consultant
Mentoring sessions must be relevant to project management and business analysis, meet a
specified purpose and use knowledgeable resources. (If you were coached or mentored by
someone else, report that activity under the Self Directed Learning Category)
PDU Rule
1 PDU is awarded for 1 hour of volunteer (non-compensated) service.
For volunteer services: letter or certificate from the organization served acknowledging your participation
as part of a project team in a business analysis capacity.
For coaching or mentoring services: evidence supporting your coaching or mentoring arrangement,
including notes from and dates of discussions, or readings.
CATEGORY F: Working as a Professional in Business Analysis

Earn PDUs for working in a business analysis related role.
PDU Rule
For working in a business analysis related role for a minimum of 6 months within the 12 month period, you
can earn a total of:
15 PDUs per cycle for PMI-PBA credential holders
You may claim:
5 PDUs per 12-month period for PMI-PBA credential holders
Proof of employment (job description)

43

Limits on PDU Categories
Once the maximum number of PDUs in the above listed categories has been met, additional claims in
the respective category will not be approved.
PDU activities completed prior to obtaining the PMI-PBA credential are not accepted toward the renewal
requirements. Further, you cannot claim participation in the same course or activity more than once.
NOTE: If your CCR cycle has been extended by suspension, all PDU maximum limits listed here
apply. No new maximum limits will be set. Therefore, if you already were approved for 7.5 PDUs
for working on a project team, you cannot claim any more PDUs for this activity during the
suspension period.
How to Transfer PDUs to the Next CCR Cycle

If you earn more than the required PDUs in your CCR cycle, you may apply the following amounts of
PDUs to your next certification/CCR cycle.
Credential /
Certification
PMI-PBA
PMI-RMP
PMI-SP
PMI-ACP
PfMP
PgMP
PMP
No. of PDUs
allowed to be
transferred to the
next cycle
20 PDUs
10 PDUs
10 PDUs
10 PDUs
20 PDUs
20 PDUs
20 PDUs
Only PDUs earned in the final year (12 months) of your certification cycle can be transferred.

44

How to Record Your PDU Activities
You are responsible for recording your PDU activities as they occur. The most efficient way to
record PDUs is by using the online CCR System.
The online CCR System also allows you to search for activities that award PDUs and to view your
transcript to confirm that PDUs have been posted.
PMI encourages you to record PDUs using the online system. A printable version of the PDU Activity
Reporting form is available on a case-by-case basis. Please contact Customer Care to make a request.
This should be done upon completion of each activity. You only need to send the PDU Activity Reporting
Form. You do not need to send supporting documentation for activities reported at this point, but you
should retain such documentation in the event you are audited.
Action
Email the PDU Activity Reporting
Form to:
Mail the completed PDU Activity
Reporting Forms to:
Fax the Activity Reporting Form to

PMI, CCR Records Office
Resource
certccr@pmi.org
Project Management Institute
Attn: CCR Records Office
14 Campus Blvd
Newtown Square, PA 19073-3299 USA
+1 484 631 1332
PDU Submission Deadline

You must record your PDUs and complete the renewal process before your CCR cycle ends in order to
avoid suspension of your credential (refer to the Suspended Status section in this handbook for more
details).
If you do not earn and record the required PDUs within your CCR cycle, your credential will be
suspended. The one-year suspension period can be used to earn and record the required PDUs.
In addition, you can record PDUs up to 12 months after the expiration date of the CCR cycle in which the
activities were completed.

45

How to Maintain Multiple Certifications/Credentials
If you hold a credential and want to earn another, PMI makes it simple for you to earn PDUs toward
maintaining your credentials simultaneously. PMI allows credential holders to simultaneously earn
Professional Development Units (PDUs) for multiple credentials in the following ways.
Align Certification/CCR Cycles for PMP and PgMP
If you hold the PMP and PgMP credentials, you have the ability to align the certification/CCR cycles (this
is not applicable for any of the other PMI credentials). With this you can earn 60 PDUs (not 120 PDUs)
during your three-year cycle to maintain both the PMP and PgMP credentials. You also have to pay only
one renewal fee (US$60) when you align your credentials.
There are two options for aligning your certification cycles and you make this selection as part of the
application process.
Option A the credential you already havethe current credentialand the new credential will share
PDUs going forward. Any PDUs earned for your current credential before you obtained the new
credential will be forfeited. The renewal date for your current credential will be set equal to the newlyacquired credential renewal date.
Option B The new credential will share the PDUs you already earned for your current credential and
any that you earn moving forward. The renewal date for the new credential will be set equal to the
existing renewal date for the credential you currently hold.

46

Apply PDUs to Multiple Credentials
If you hold the PMP and/or PgMP and obtain the PfMP, PMI-ACP, PMI-PBA, PMI-RMP, or PMI-SP
credential(s), you can apply the PDUs you earn for these credentials to the maintenance of your PMP
and/or PgMP.
PDUs claimed must be based on the content and nature of the activity. This means you cannot apply the
PDUs specific to the PMP and/or PgMP towards the maintenance of other credentials unless the activity
expressly states that this is applicable.
If the content of an educational activity is applicable to multiple credentials (other than PMP/PgMP), then
the PDUs should be claimed based on the amount of time spent on each particular area. Here are some
examples to help illustrate this:
Example 1
A 2 hour project management course was taken. The PDU breakdown would be as follows:
Credentials
PMP/PgMP
PfMP
PMI-ACP
PMI-PBA
PMI-RMP
PMI-SP
PDUs applied
2
0
0
0
0
0
Example 2
A 15 hour course on portfolio management was taken and 3 hours were dedicated to portfolio risk
management. The PDU breakdown would be as follows:
Credentials
PMP/PgMP
PfMP
PMI-ACP
PMI-PBA
PMI-RMP
PMI-SP
PDUs applied
15
15
0
0
3
0
Example 3
A 10 hour project/program management course covering multiple areas including risk management (3
hrs), scheduling (2 hrs), business analysis/requirements management (2 hrs) and agile (1 hr) was taken.
The PDU breakdown would be as follows:
Credentials
PMP/PgMP
PfMP
PMI-ACP
PMI-PBA
PMI-RMP
PMI-SP
PDUs applied
10
0
1
2
3
2

47

Application, Fees & Audit Process for Certification Renewal
After the CCR Records Office confirms that you have met the PDU requirements, you will receive
electronic notification to apply for certification renewal. Once you receive the notification, you can
complete the Application for Certification Renewal and submit payment of the renewal fee on the online
certification system.
The renewal fee for PMI members is US$60 and US$150 for non-members.
PMIs membership renewal fee is different and separate than the certification renewal fee.
You must complete the application and submit payment no later than 90 days after your certification end
date. Alternatively, you may submit the Application for Certification Renewal and payment by postal mail
to PMI.
NOTE: Electronic communications from PMI may inadvertently be blocked or forwarded to bulk
mail folders by some spam filters. Please add customercare@pmi.org to the personal address
book in your email program to help ensure that you dont miss important CCR program updates
from PMI.
After processing the completed application and the renewal payment, PMI will send you an updated
certificate with the new active certification/CCR cycle dates. Please allow six to eight weeks for postal
delivery of your credential.
You may cancel your credential at any time. To do so, contact Customer Care in writing. PMI will refund
one-third of the renewal fee for each full year of the renewed certification/CCR cycle that you have not
used following the date of the written cancellation request.
PMI Audit Process
As the recipient of a PMI credential, you have agreed to comply with its terms of use, including
adherence to the terms of the audit process. The terms of the audit process provide that all credential
holders are subject to an audit. In the event of an audit, you will be permitted to renew your credential
only after you successfully complete the audit and meet all the terms of the audit.

48
PMI Code of Ethics & Professional Conduct

CHAPTER 1. VISION AND APPLICABILITY
1.1 Vision and Purpose
As practitioners of project management, we are committed to doing what is right and honorable. We set high
standards for ourselves and we aspire to meet these standards in all aspects of our livesat work, at home, and in
service to our profession.
This Code of Ethics and Professional Conduct describes the expectations that we have of ourselves and our fellow
practitioners in the global project management community. It articulates the ideals to which we aspire as well as the
behaviors that are mandatory in our professional and volunteer roles.
The purpose of this Code is to instill confidence in the project management profession and to help an individual
become a better practitioner. We do this by establishing a profession-wide understanding of appropriate behavior.
We believe that the credibility and reputation of the project management profession is shaped by the collective
conduct of individual practitioners.
We believe that we can advance our profession, both individually and collectively, by embracing this Code of Ethics
and Professional Conduct. We also believe that this Code will assist us in making wise decisions, particularly when
faced with difficult situations where we may be asked to compromise our integrity or our values.
Our hope that this Code of Ethics and Professional Conduct will serve as a catalyst for others to study, deliberate,
and write about ethics and values. Further, we hope that this Code will ultimately be used to build upon and evolve
our profession.
1.2 Persons to Whom the Code Applies
The Code of Ethics and Professional Conduct applies to:
1.2.1 All PMI members
1.2.2 Individuals who are not members of PMI but meet one or more of the following criteria:
.1 Non-members who hold a PMI certification
.2 Non-members who apply to commence a PMI certification process
.3 Non-members who serve PMI in a volunteer capacity.
Comment: Those holding a Project Management Institute (PMI) credential (whether members or not) were
previously held accountable to the Project Management Professional (PMP) or Certified Associate in Project
Management (CAPM) Code of Professional Conduct and continue to be held accountable to the PMI Code of
Ethics and Professional Conduct. In the past, PMI also had separate ethics standards for members and for
credentialed individuals. Stakeholders who contributed input to develop this Code concluded that having
multiple codes was undesirable and that everyone should be held to one high standard. Therefore, this Code is
applicable to both PMI members and individuals who have applied for or received a credential from PMI,
regardless of their membership in PMI.
1.3 Structure of the Code
The Code of Ethics and Professional Conduct is divided into sections that contain standards of conduct which are
aligned with the four values that were identified as most important to the project management community. Some
sections of this Code include comments. Comments are not mandatory parts of the Code, but provide examples
and other clarification. Finally, a glossary can be found at the end of the standard. The glossary defines words and
phrases used in the Code. For convenience, those terms defined in the glossary are underlined in the text of the
Code.
1.4 Values that Support this Code
Practitioners from the global project management community were asked to identify the values that formed the
basis of their decision making and guided their actions. The values that the global project management community
defined as most important were: responsibility, respect, fairness, and honesty. This Code affirms these four values
as its foundation.
1.5 Aspirational and Mandatory Conduct
Each section of the Code of Ethics and Professional Conduct includes both aspirational standards and mandatory
standards. The aspirational standards describe the conduct that we strive to uphold as practitioners. Although
adherence to the aspirational standards is not easily measured, conducting ourselves in accordance with these is
an expectation that we have of ourselves as professionalsit is not optional.
The mandatory standards establish firm requirements, and in some cases, limit or prohibit practitioner behavior.
Practitioners who do not conduct themselves in accordance with these standards will be subject to disciplinary
procedures before PMIs Ethics Review Committee.

49
Comment: The conduct covered under the aspirational standards and conduct covered under the mandatory
standards are not mutually exclusive; that is, one specific act or omission could violate both aspirational and
mandatory standards.
CHAPTER 2. RESPONSIBILITY
2.1 Description of Responsibility
Responsibility is our duty to take ownership for the decisions we make or fail to make, the actions we take or fail to
take, and the consequences that result.
2.2 Responsibility: Aspirational Standards
As practitioners in the global project management community:
2.2.1 We make decisions and take actions based on the best interests of society, public safety, and the
environment.
2.2.2 We accept only those assignments that are consistent with our background, experience, skills, and
qualifications.
Comment: Where developmental or stretch assignments are being considered, we ensure that key
stakeholders receive timely and complete information regarding the gaps in our qualifications so that they may
make informed decisions regarding our suitability for a particular assignment.
In the case of a contracting arrangement, we only bid on work that our organization is qualified to perform and
we assign only qualified individuals to perform the work.
2.2.3 We fulfill the commitments that we undertake we do what we say we will do.
2.2.4 When we make errors or omissions, we take ownership and make corrections promptly. When we
discover errors or omissions caused by others, we communicate them to the appropriate body as soon
they are discovered. We accept accountability for any issues resulting from our errors or omissions and
any resulting consequences.
2.2.5 We protect proprietary or confidential information that has been entrusted to us.
2.2.6 We uphold this Code and hold each other accountable to it.
2.3 Responsibility: Mandatory Standards
As practitioners in the global project management community, we require the following of ourselves and our fellow
practitioners:
Regulations and Legal Requirements
2.3.1 We inform ourselves and uphold the policies, rules, regulations and laws that govern our work,
professional, and volunteer activities.
2.3.2 We report unethical or illegal conduct to appropriate management and, if necessary, to those affected by
the conduct.
Comment: These provisions have several implications. Specifically, we do not engage in any illegal behavior,
including but not limited to: theft, fraud, corruption, embezzlement, or bribery. Further, we do not take or abuse
the property of others, including intellectual property, nor do we engage in slander or libel. In focus groups
conducted with practitioners around the globe, these types of illegal behaviors were mentioned as being
problematic.
As practitioners and representatives of our profession, we do not condone or assist others in engaging in illegal
behavior. We report any illegal or unethical conduct. Reporting is not easy and we recognize that it may have
negative consequences. Since recent corporate scandals, many organizations have adopted policies to protect
employees who reveal the truth about illegal or unethical activities. Some governments have also adopted
legislation to protect employees who come forward with the truth.
Ethics Complaints
2.3.3 We bring violations of this Code to the attention of the appropriate body for resolution.
2.3.4 We only file ethics complaints when they are substantiated by facts.
Comment: These provisions have several implications. We cooperate with PMI concerning ethics violations
and the collection of related information whether we are a complainant or a respondent. We also abstain from
accusing others of ethical misconduct when we do not have all the facts. Further, we pursue disciplinary action
against individuals who knowingly make false allegations against others.
2.3.5 We pursue disciplinary action against an individual who retaliates against a person raising ethics
concerns.
CHAPTER 3. RESPECT
3.1 Description of Respect
Respect is our duty to show a high regard for ourselves, others, and the resources entrusted to us. Resources
entrusted to us may include people, money, reputation, the safety of others, and natural or environmental
resources.
50
An environment of respect engenders trust, confidence, and performance excellence by fostering mutual
cooperation an environment where diverse perspectives and views are encouraged and valued.
3.2 Respect: Aspirational Standards
3.2.1 We inform ourselves about the norms and customs of others and avoid engaging in behaviors they might
consider disrespectful.
3.2.2 We listen to others points of view, seeking to understand them.
3.2.3 We approach directly those persons with whom we have a conflict or disagreement.
3.2.4 We conduct ourselves in a professional manner, even when it is not reciprocated.
Comment: An implication of these provisions is that we avoid engaging in gossip and avoid making negative
remarks to undermine another persons reputation. We also have a duty under this Code to confront others who
engage in these types of behaviors.
3.3 Respect: Mandatory Standards
practitioners:
3.3.1 We negotiate in good faith.
3.3.2 We do not exercise the power of our expertise or position to influence the decisions or actions of others in
order to benefit personally at their expense.
3.3.3 We do not act in an abusive manner toward others.
3.3.4 We respect the property rights of others.
CHAPTER 4. FAIRNESS
4.1 Description of Fairness
Fairness is our duty to make decisions and act impartially and objectively. Our conduct must be free from
competing self interest, prejudice, and favoritism.
4.2 Fairness: Aspirational Standards
4.2.1 We demonstrate transparency in our decision-making process.
4.2.2 We constantly reexamine our impartiality and objectivity, taking corrective action as appropriate.
Comment: Research with practitioners indicated that the subject of conflicts of interest is one of the most
challenging faced by our profession. One of the biggest problems practitioners report is not recognizing when
we have conflicted loyalties and recognizing when we are inadvertently placing ourselves or others in a conflictof-interest situation. We as practitioners must proactively search for potential conflicts and help each other by
highlighting each others potential conflicts of interest and insisting that they be resolved.
4.2.3 We provide equal access to information to those who are authorized to have that information.
4.2.4 We make opportunities equally available to qualified candidates.
Comment: An implication of these provisions is, in the case of a contracting arrangement, we provide equal
access to information during the bidding process.
4.3 Fairness: Mandatory Standards
practitioners:
Conflict of Interest Situations
4.3.1 We proactively and fully disclose any real or potential conflicts of interest to the appropriate stakeholders.
4.3.2 When we realize that we have a real or potential conflict of interest, we refrain from engaging in the
decision-making process or otherwise attempting to influence outcomes, unless or until: we have made
full disclosure to the affected stakeholders; we have an approved mitigation plan; and we have
obtained the consent of the stakeholders to proceed.
Comment: A conflict of interest occurs when we are in a position to influence decisions or other outcomes on
behalf of one party when such decisions or outcomes could affect one or more other parties with which we
have competing loyalties. For example, when we are acting as an employee, we have a duty of loyalty to our
employer. When we are acting as a PMI volunteer, we have a duty of loyalty to the Project Management
Institute. We must recognize these divergent interests and refrain from influencing decisions when we have a
conflict of interest.
Further, even if we believe that we can set aside our divided loyalties and make decisions impartially, we treat
the appearance of a conflict of interest as a conflict of interest and follow the provisions described in the Code.
Favoritism and Discrimination
4.3.3 We do not hire or fire, reward or punish, or award or deny contracts based on personal considerations,
including but not limited to, favoritism, nepotism, or bribery.
51
4.3.4 We do not discriminate against others based on, but not limited to, gender, race, age, religion, disability,
nationality, or sexual orientation.
4.3.5 We apply the rules of the organization (employer, Project Management Institute, or other group) without
favoritism or prejudice.
CHAPTER 5. HONESTY
5.1 Description of Honesty
Honesty is our duty to understand the truth and act in a truthful manner both in our communications and in our
conduct.
5.2 Honesty: Aspirational Standards
5.2.1 We earnestly seek to understand the truth.
5.2.2 We are truthful in our communications and in our conduct.
5.2.3 We provide accurate information in a timely manner.
Comment: An implication of these provisions is that we take appropriate steps to ensure that the information
we are basing our decisions upon or providing to others is accurate, reliable, and timely.
This includes having the courage to share bad news even when it may be poorly received. Also, when
outcomes are negative, we avoid burying information or shifting blame to others. When outcomes are positive,
we avoid taking credit for the achievements of others. These provisions reinforce our commitment to be both
honest and responsible.
5.2.4 We make commitments and promises, implied or explicit, in good faith.
5.2.5 We strive to create an environment in which others feel safe to tell the truth.
5.3 Honesty: Mandatory Standards
practitioners:
5.3.1 We do not engage in or condone behavior that is designed to deceive others, including but not limited to,
making misleading or false statements, stating half-truths, providing information out of context or
withholding information that, if known, would render our statements as misleading or incomplete.
5.3.2 We do not engage in dishonest behavior with the intention of personal gain or at the expense of another.
Comment: The aspirational standards exhort us to be truthful. Half-truths and non-disclosures intended to
mislead stakeholders are as unprofessional as affirmatively making misrepresentations. We develop credibility
by providing complete and accurate information.
APPENDIX A
A.1 History of this Standard
PMIs vision of project management as an independent profession drove our early work in ethics. In 1981, the PMI
Board of Directors formed an Ethics, Standards and Accreditation Group. One task required the group to deliberate
on the need for a code of ethics for the profession. The teams report contained the first documented PMI
discussion of ethics for the project management profession. This report was submitted to the PMI Board of
Directors in August 1982 and published as a supplement to the August 1983 Project Management Quarterly.
In the late 1980s, this standard evolved to become the Ethics Standard for the Project Management Professional
[PMP ]. In 1997, the PMI Board determined the need for a member code of ethics. The PMI Board formed the
Ethics Policy Documentation Committee to draft and publish an ethics standard for PMIs membership. The Board
approved the new Member Code of Ethics in October 1998. This was followed by Board approval of the Member
Case Procedures in January 1999, which provided a process for the submission of an ethics complaint and a
determination as to whether a violation had occurred.
Since the 1998 Code was adopted, many dramatic changes have occurred within PMI and the business world. PMI
membership has grown significantly. A great deal of growth has also occurred in regions outside North America. In
the business world, ethics scandals have caused the downfall of global corporations and non-profits, causing public
outrage and sparking increased government regulations. Globalization has brought economies closer together but
has caused a realization that our practice of ethics may differ from culture to culture. The rapid, continuing pace of
technological change has provided new opportunities, but has also introduced new challenges, including new
ethical dilemmas.
For these reasons, in 2003 the PMI Board of Directors called for the reexamination of our codes of ethics. In 2004,
the PMI Board commissioned the Ethics Standards Review Committee [ESRC] to review the codes of ethics and
develop a process for revising the codes. The ESRC developed processes that would encourage active
participation by the global project management community. In 2005, the PMI Board approved the processes for
revising the code, agreeing that global participation by the project management community was paramount. In
2005, the Board also commissioned the Ethics Standards Development Committee to carry out the Board-approved
52
process and deliver the revised code by the end of 2006. This Code of Ethics and Professional Development was
approved by the PMI Board of Directors in October 2006.
A.2 Process Used to Create This Standard
The first step by the Ethics Standards Development Committee [ESDC] in the development of this Code was to
understand the ethical issues facing the project management community and to understand the values and
viewpoints of practitioners from all regions of the globe. This was accomplished by a variety of mechanisms
including focus group discussions and two internet surveys involving practitioners, members, volunteers, and
people holding a PMI certification. Additionally, the team analyzed the ethics codes of 24 non-profit associations
from various regions of the world, researched best practices in the development of ethics standards, and explored
the ethics-related tenets of PMIs strategic plan.
This extensive research conducted by the ESDC provided the backdrop for developing the exposure draft of the
PMI Code of Ethics and Professional Conduct. The exposure draft was circulated to the global project management
community for comment. The rigorous, standards development processes established by the American National
Standards Institute were followed during the development of the Code because these processes were used for PMI
technical standard development projects and were deemed to represent the best practices for obtaining and
adjudicating stakeholder feedback to the exposure draft.
The result of this effort is a Code of Ethics and Professional Conduct that not only describes the ethical values to
which the global project management community aspires, but also addresses the specific conduct that is
mandatory for every individual bound by this Code. Violations of the PMI Code of Ethics and Professional Conduct
may result in sanctions by PMI under the ethics Case Procedures.
The ESDC learned that as practitioners of project management, our community takes its commitment to ethics very
seriously and we hold ourselves and our peers in the global project management community accountable to
conduct ourselves in accordance with the provisions of this Code.
APPENDIX B
B.1 Glossary
Abusive Manner. Conduct that results in physical harm or creates intense feelings of fear, humiliation,
manipulation, or exploitation in another person.
Conflict of Interest. A situation that arises when a practitioner of project management is faced with making a
decision or doing some act that will benefit the practitioner or another person or organization to which the
practitioner owes a duty of loyalty and at the same time will harm another person or organization to which
the practitioner owes a similar duty of loyalty. The only way practitioners can resolve conflicting duties is to
disclose the conflict to those affected and allow them to make the decision about how the practitioner
should proceed.
Duty of Loyalty. A persons responsibility, legal or moral, to promote the best interest of an organization or
other person with whom they are affiliated.
Project Management Institute [PMI]. The totality of the Project Management Institute, including its
committees, groups, and chartered components such as chapters, colleges, and specific interest groups.
PMI Member. A person who has joined the Project Management Institute as a member.
PMI-Sponsored Activities. Activities that include, but are not limited to, participation on a PMI Member
Advisory Group, PMI standard development team, or another PMI working group or committee. This also
includes activities engaged in under the auspices of a chartered PMI component organizationwhether it
is in a leadership role in the component or another type of component educational activity or event.
Practitioner. A person engaged in an activity that contributes to the management of a project, portfolio, or
program, as part of the project management profession.
PMI Volunteer. A person who participates in PMI-sponsored activities, whether a member of the Project
Management Institute or not.

53
PMI Certification Application/Renewal Agreement

1)
I agree to satisfy and conduct myself in accordance with all PMI certification program policies and
requirements, including this Agreement and the PMI Code of Ethics and Professional Conduct (as they may be
revised from time to time); and I shall maintain confidentiality of PMI examination questions and content.
Furthermore, I agree not to discuss, debrief or disclose, in any manner, the specific content of PMI
examination questions and answers, to any individual.
2)
I agree that I shall at all times act in a truthful and honest manner and provide truthful and accurate
information to PMI. I agree that any intentional or unintentional failure to provide true, timely and complete
responses to questions in this application or renewal form may lead to further investigation and/or sanctions
by PMI. I also agree to promptly report to PMI any possible violations of the terms of this Agreement or the
PMI Code of Ethics and Professional Conduct by PMI members or by persons who have applied for a PMI
credential or have been awarded a credential by PMI.
3)
I agree to notify the PMI Certification Department in a timely manner of changes concerning the information I
have provided, including my current address and telephone number.
4)
I have reported, and will continue to report, to the PMI Certification Department, within sixty (60) days of
occurrence, any matters, proceedings, lawsuits, settlements and/or other agreements, administrative agency
actions, or organizational actions relating to my profession or occupation, including all complaints relating to
my professional activities as a project management practitioner, and matters or proceedings involving, but not
limited to certification, credentialing, malpractice, disciplinary ethics or similar matters. I also agree to
promptly report, within sixty (60) days of occurrence, any felony criminal charges, convictions, or plea
agreements or other criminal charges, convictions, or plea agreements relating to acts of dishonesty or
unethical conduct.
5)
I agree that if my compliance with any of the terms of this agreement requires or includes an explanation and
supporting documents, I will provide a complete and accurate explanation and true copies of the materials to
the PMI Certification Department with this application.
6)
I agree that the PMI Certification Department has the right to communicate with any person, government
agency or organization to review or confirm the information in this application or any other information related
to my application for PMI credentialing. Further, I agree to and authorize the release of any information
requested by the PMI Certification Department for such review and confirmation.
7)
I agree that the PMI credential status does not imply licensure, registration or government authorization to
practice project management or to engage in related activities.
8)
I agree that all materials that I submit to the PMI Certification Department become the property of the PMI
Certification Department, and that the PMI Certification Department is not required to return any of these
materials to me.
9)
I agree that upon achieving the PMI credential, my name may be posted on the PMI website as part of an
Online Registry to be created and maintained by PMI.
10) I agree that information related to my participation in the PMI certification process may be used in an
anonymous manner for research purposes only.

11) I agree that all disputes relating in any way to my application for a PMI credential and/or my involvement
generally in a PMI certification program, will be resolved solely and exclusively by means of PMI Certification
Department policies, procedures and rules, including the Appeals Process.
12) PMI reserves the right to suspend or revoke the credential of any individual who is determined to have failed
to uphold, or otherwise breached this Agreement, or committed a violation of the PMI Code of Ethics and
Professional Conduct.
13) I release and indemnify PMI and the PMI Certification Department from all liability and claims that may arise
out of, or be related to, my project management and related activities.

14) I hereby release, discharge and indemnify PMI, its directors, officers, members, examiners, employees,
attorneys, representatives, agents and the PMI Certification Department from any actions, suits, obligations,
damages, claims or demands arising out of or in connection with this application, the scores given with respect
to the examination or any other action taken by PMI with regard to credentialing, testing and professional
development including, but not limited to, all actions related to ethics matters and cases. I understand and
agree that any decision concerning my qualification for any credential, as well as any decisions regarding my
continuing qualification for any credential and my compliance with the PMI Code of Ethics and Professional
Conduct, rest within the sole and exclusive discretion of PMI, and that these decisions are final.
This Agreement may be updated or revised from time to time. It is your responsibility to obtain the most up-to-date copy online.
Document last updated March 2007.
54

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Sal Andrs Aguilar Salgado

Desarrollo del tema

El Anlisis de Negocio es el campo de ms rpido crecimiento en los negocios hoy da.

El Anlisis de Negocio representa un factor crtico

Bajo este contexto definiremos al Anlisis de Negocio como:

Actualmente, al igual que el PMI es la organizacin

Qu es el anlisis de negocio desde la perspectiva del

El Anlisis de Negocio profesional incluye no slo personas como analistas de negocios,

El Analista de Negocios es responsable del:

qAnlisis de requerimientos organizacionales y/o operacionales

Cul es la dimensin en donde opera el Anlisis de

Que son las estrategias?

La Estrategia es la forma en que la organizacin busca alcanzar su visin y misin:

Proceso del anlisis de negocio

Es el programa general para definir y alcanzar los

Alfred D. Chandler (1962) define la estrategia como la

Del griego, estrategia, que significa el arte o la ciencia

Evolucin del concepto de la estrategia

Fases de la administracin estratgica

Implantacin de la estrategia: Es el nombre que

Definicin de Misin y las metas corporativas.

Anlisis del ambiente externo de la organizacin para identificar

Anlisis del ambiente operativo interno para identificar fortalezas y

Seleccin de estrategias fundamentadas en las fortalezas de la

Implementacin de las estrategias.

Cinco fuerzas de Porter

Amenaza de nuevas entradas. No perder de vista lo que hace la

Poder de negociacin de los compradores. Estar al pendiente de si

Poder de negociacin de los proveedores. Renegociar con nuestros

Amenaza de productos sustitutos. Quin ms aparte de la

Rivalidad entre los competidores. Vigilar la publicidad de la

Administracin Estratgica Continua

Una representacin documentada de una condicin o capacidad como en 1 y/o 2.

An Overview of Version 2.0 of

the BABOK Guide

Cover this area with a

International Institute of Business Analysis

International Institute of Business Analysis

Vision and Mission

The world's leading association for

IIBA is an international not-for-profit

Create and develop

Provide a forum for

Why Define the BABOK?

It defines the BA role

Definition of Business Analysis

International Institute of Business Analysis

Value of Business Analysis

How an organization works

It is about meeting business needs.

International Institute of Business Analysis

Business analysis is required to

International Institute of Business Analysis

Who else is involved?

Business Analysis Body of Knowledge

The set of tasks, knowledge, & techniques required to

Captures the sum of

What are the major changes?

BA Planning & Monitoring

Answers the Question

Identifies tasks What do I need

Understand who needs to be

International Institute of Business Analysis