Contributors

Appendix C: Contributors


Body of Knowledge Committee

Content for this release was primarily developed by the Body of Knowledge Committee:
• Angela M. Wick, CBAP, PMP, PBA
• Emily Iem, CBAP, PMP: Chairperson
• John M. A. Burns, MSc, BSc, CEng
• Joy Beatty, CBAP, PMI-PBA
• Masahiko Soh
• Matthew W. Leach, CBAP
• Peter Lefterov, CBAP
• Phil Vincent, CBAP, M. Comp. Sci., PMP
• Shane Hastie, CBAP, MIM, ICE-VM
• Julian Sammy
• Laura Paton, CBAP, MBA, PMP: Past Chairperson
• Tom Burke, CBAP, MS, CSPO

Body of Knowledge Operations Team

The following individuals partnered with and supported all stakeholders to provide the framework for content development and delivery:
• Kevin Brennan, CBAP, OCEB, PMP, Executive Vice President, Product Management and Development, IIBA: Sponsor
• Paul Stapleton, Standards and Publications Manager, IIBA: Editor
• Sandi Campbell, Project Manager, IIBA: Project Manager

Content Contributors

The following individuals contributed additional content used in this revision:

• Alberto Vasquez
• Ales Stempihar
• Ali Mazer, CBAP, MBA
• Andrew Guitarte, CBAP, DBA, PMP
• Angie Perris, CBAP, MBA, PMP
• Anne Fomim, CBAP
• Beth Faris, CBAP
• Brian T. Hunt, CBAP, I.Eng., FInstLM

• Cari J. Faanes-Blakey, CBAP, PMI- PBA
• Charles Bozonier, CBAP
• Christina D. Harris, ITIL, BA
• Colleen S. Berish, AIT
• Dean J. Larson, CBAP
• Dena Loadwick, CBAP
• Edwina Simons, CBAP, MBA, SSGB
• Ellan Kay Young
• Gagan Saxena
• Georgy Saveliev, CBAP
• Greg Geracie
• Heather Mylan-Mains, CBAP
• Inger Dickson, CBAP
• James (Jim) Baird, CMC
• James Taylor
• Janet Wood, CBAP
• Jason Andrew Oliver, CBAP, MBA, CISSP
• Jason Frink, CBAP
• Jason Questor
• Jennifer Battan, CBAP
• Jennifer Swearingen
• Josh Jones, CBAP
• Dr. Joyce Statz
• Judith A. Haughton, CBAP, MBA
• Jules Prevost, CBAP
• Kelly Morrison Smith, MBA, MS
• Manish S. Nachnani, CBAP, PMP, CSM
• Marcelo Neves, CBAP
• Maria Amuchastegui, CBAP, CTFL, CSM
Contributors

• Marsha B. Hughes, CBAP, PMP, CSM
• Martin Schedlbauer, CBAP, PhD
• Maureen McVey, CBAP
• McNaughton Lebohang, CBAP, BSc (Hons) CS, PMP
• Mike Crawford
• Mike Rosen
• Milena Komitska, PhD
• Muhammad Saad Rahman, CBAP, M.Sc., PMP
• Neale Croutear-Foy, BA (Hons.), FBCS, FInstLM
• Norman A. Thuswaldner, CBAP
• Paul Mulvey, CBAP
• Poonam Dhanwani
• Ricardo Pereira, CBAP
• Richard Larson, CBAP, PMP, PMI- PBA
• Ronald G. Ross
• Sean P. Boylan, CBAP, MAppLing
• Sergio Conte
• Sherri L. Nowak, CBAP, MSM
• Silke Goodwin, CBAP
• Steven Blais, PMP, PBA
• Suneet K. Garg, CBAP, TOGAF 9, CBPP
• Suzanne R. Burgess, CBAP
• Tharshan Sreetharan, CBAP, PMP, MBA
• Thea Rasins
• Thomas (Tom) Barker, CBAP, PhD, PMP
• Tina M. Underhill
• Victoria Cupet, CBAP, PMP, PMI- PBA

Contributors

Expert Advisory and Review Group

The following industry experts generously provided IIBA® with advice and guidance on the scope and content of version 3.0 of the _BABOK® Guide _during its planning and development, and helped to shape the content and direction of this release.

• Barbara A. Carkenord, CBAP, PMI-PBA, PMP
• Bill Bigler, PhD
• Brian Cameron
• Chuck Walrad
• Elizabeth Larson, CBAP, PMP, CSM
• Ellen Gottesdiener, SM, CPS
• Gladys S. W. Lam
• Greg Geracie
• James Robertson
• James Taylor
• Jason Questor
• Jeff Scott
• Kent J. McDonald
• Kitty Hass
• Linda R. Finley
• Mary Gorman, CBAP, CSM, PMI- PBA
• Mike Rosen
• Peter H.M. Brooks, B.Sc., FSM
• Roger T. Burlton, P. Eng, CMC
• Ronald G. Ross
• Suzanne Robertson
• Whynde Kuehn

Practitioner Reviewers

The following individuals participated in the practitioner review of version 3.0, and provided feedback used to help to shape the content and direction of the Public Review Draft.

• Aljaž Prusnik, CBAP
• Angela Musa, CBAP
• Annette Brice, CBAP
• Ashok Kaushal
• Barbara J Monaco, CBAP
• Beth Gomolka, CBAP, PMP, CSP
• Carol R. Drew, CBAP
• Cei Sanderson, CSPO
• Charles Raj, CBAP, B. Com., FCA
• Chen-Kuang Yu
• Cherie Wagner
• Devendra Shrikant Upadhye, CBAP
• Diana Cagle, CBAP, MBA
• Fabrício Laguna, CBAP, PMP, MBA
• Geoffrey Griffin, CBAP
• Iavi Rotberg
• Jayesh Jain, CBAP, B.Sc., CSPO
• Joe Goss
• Joseph F. Ruffolo
• Karen Gras, CBAP
• Kathleen C. McGoey

• laith Obeidat, CBAP

• Robert Dyason
Contributors

• Laura R. Walker, LSS
• Lenche Pandovska, CBAP
• Lily V. Dang, CBAP
• Lynn Parkin, CCBA
• Michael D. Western, CBAP
• Nicolae Crudu, CCBA
• Partha Pratim Das, PMP, CSM
• Richard Freeley, CBAP
• Steven J. Gara, CBAP, MS
• Teri A. McIntyre, CBAP, CAPM, MA
• Theodora Tonkovska
• Tolani J Hassan, ISEB
• Tricia K. Dreixler, CBAP
• Wayne Li
• Yoshinori Tanaka, CBAP
• Zoya Roytblat, CBAP

The following individuals also served as review team leads:
• Billie Johnson, CBAP, PBA, CSM
• Camille L. Spruill, CBAP, PMP, CSM
• Chaithanya Atthanti, CBAP
• Jeanette Moore-Loggins, CBAP, BA, MBA,
• Kimberley Byron, CBAP
• Peter Johnson, CBAP
• Tom Karasmanis

Agile Extension

Content for this version includes content from the Agile Extension to the BABOK® Guide. IIBA® would like to thank the following contributors to the Agile Extension to the BABOK® Guide.

• Ali Mazer
• Brian Hemker
• Carol Scalice
• Chris Matts
• David C. Cook
• David Morris
• Dennis Stevens
• Ellen Gottesdiener
• Kevin Brennan
• Luiz Claudio Parzianello
• Marsha Hughes
• Pascal Van Cauwenberghe
• Paul Stapleton, Editor
• Peter Gordon
• Shane Hastie
• Steve Erlank
• Susan Block

Contributors

Enterprise Business Analysis Extension Draft

Content for this version includes content from the _Enterprise Business Analysis Extension to the BABOK® Guide _Draft. IIBA® would like to thank the following contributors to the _Enterprise Business Analysis Extension to the BABOK® Guide _Draft.

• Charlie Huai-Ling Ch’ng
• Dean Larson
• Jason Questor
• Joanne Dong
• Kevin Brennan
• Matt Northrup
• Neil Burton
• Nitza Dovenspike
• Phillip Quinn
• Ron Babin

Version 3.0 also includes content developed for previous versions of the BABOK® Guide.

Other Significant Contributors

• Aminah Nailor, CBAP
• Annie Thomas, CPAP
• Rose Ha, CBAP
• Bernard Aschwanden, Publishing Smarter: Layout and Design
• Irena Duniskvaric, Publishing Smarter: Illustrations
• Lynda Sydney, Ignite Writing Services: Copy Editing
• SOS Design Inc.: Cover
• Vic Bhai, Technical Writer/Editor, IIBA: Technical Writing

Additional Thanks

IIBA® and the Body of Knowledge Committee would like to thank all those practitioners of business analysis who have provided us with comments and feedback over the years, as well as those who have provided us with feedback on the Public Review Draft.

Version 2.0

Body of Knowledge Committee

Content for this release was primarily developed by the Body of Knowledge Committee:
• Kevin Brennan, CBAP, OCEB, PMP, Vice President, Professional Development

Contributors

• Barbara A. Carkenord, MBA, CBAP
• Mary Gorman, CBAP
• Kathleen B. Hass, PMP
• Brenda Kerton, MA
• Elizabeth Larson, CBAP, PMP
• Richard Larson, CBAP, PMP
• Jason Questor
• Laura Paton, MBA, CBAP, PMP (Project Manager)

Content Contributors

The following individuals contributed additional content used in this revision:

• Tony Alderson
• James Baird
• Jake Calabrese, CBAP
• Bruce C. Chadbourne, PgMP, PMP
• Karen Chandler
• Carrolynn Chang
• Richard Fox, CBAP
• Rosemary Hossenlopp
• Peter Gordon, CBAP
• Ellen Gottesdiener
• Monica Jain
• Cherifa Mansoura Liamani, PhD
• Karen Little
• Laura Markey
• Richard Martin
• Gillian McCleary
• William B. Murray
• Angie Perris, CBAP
• David Wright

The Graphics Team developed graphics and graphics standards:

• Carl Gosselin
• Perry McLeod, CBAP, PMP
• Alexandre Romanov
• Patricia Sandino
• Maggie Yang

Version 2.0 also includes content developed for previous versions of the BABOK® Guide.

Expert Advisory and Review Group

The following industry experts generously provided IIBA® with advice and guidance on the scope and content of version 2.0 of the _BABOK® Guide _during its planning and development, and helped to shape the content and direction of this release.

• Scott Ambler
• James Baird
• Kurt Bittner
• Rafael Dorantes

Contributors

• Robin F. Goldsmith, JD
• Ellen Gottesdiener
• Paul Harmon
• Dean Leffingwell
• Gladys S.W. Lam
• Kent J. McDonald
• Mark McGregor

Practitioner Reviewers

• Meilir Page-Jones
• James Robertson
• Suzanne Robertson
• Ronald G. Ross
• David Ruble
• Steve Tockey

The following individuals participated in the practitioner review of version 2.0, and provided feedback used in the revision of the Public Review Draft:

• Sharon M. Aker
• Betty H. Baker, CBAP
• B. D. Barnes PhD, PE, PMP, CSSBB
• Jennifer S. Battan, CBAP
• Subrahmanya Gupta Boda
• Craig W. Brown, MPM, CSM
• Cathy Brunsting
• Peter Burg, PMP
• Greg Busby, CBAP
• Diana Cagle, MBA, CBAP
• Duncan Cairns
• Bruce Chadbourne, PgMP, PMP
• Carrollynn Chang
• Patricia Chappell, CBAP, MBA
• Mark Cheek, PMP
• Huai-Ling Ch’ng, CBAP
• Desirée Purvis (née Chu), CBAP
• Pauline Chung
• Joseph Da Silva
• Nitza Dovenspike
• James Downey, PhD, PMP
• Tamer El-Tonsy, CISA, PRINCE2, ITIL
• Steve Erlank, BSc, BCom (Hons)
• Margaret Gaino Ewing, MBA, CBAP
• Stephanie Garwood, CBAP
• Joe Goss
• Karen Gras, CBAP
• Kwabby Gyasi
• Bob Hillier, PMP
• Billie Johnson, CBAP
• Peter Johnson, CBAP
• Hans Jonasson, CBAP, PMP
• Barbara Koenig
• Steven R. Koss, MBA
• Douglas Kowalczyk
• Robert Lam, MBA, ISP
• Richard Larson, CBAP, PMP
• Karen Little, CBAP
• Joy Matthews
• Perry McLeod, CBAP, PMP
• Holly M. Meyer
• Michael Mohammed

• Brian Monson, PMP
• Nancy A. Murphy, PMP, CBAP
• Richard L. Neighbarger, CSQA, CSQE

• Julian Sammy
• Keith Sarre, CBAP
• Laura Schleicher
• Fred Seip
Contributors

• Tony Newport, CBAP
• Samia Osman
• Cecilia Rathwell
• Suzanna Etheridge Rawlins, PMP
• Helen Ronnenbergh
• Zoya Roytblat
• Christopher Ryba
• Thomas Slahetka, CBAP
• Warren Steger
• Leah Sturm, CBAP
• James M. Szuch
• Robin Tucker
• Krishna Vishwanath
• A. S. Umashankar

The following individuals also served as review team leads:
• Cathy Brunsting
• Patricia Chappell, CBAP, MBA
• Stephanie Garwood, CBAP
• Robert Lam, MBA, ISP

Version 1.6


Body of Knowledge Committee

• Kathleen Barret (President)
• Kevin Brennan, CBAP, PMP (Vice-President)
• Barbara Carkenord, MBA, CBAP
• Mary Gorman, CBAP
• Kathleen B. Hass, PMP
• Brenda Kerton
• Elizabeth Larson, CBAP, PMP
• Richard Larson, CBAP, PMP
• Dulce Oliveira
• Cleve Pillifant

Contributors

Contributors to Version 1.6

• Tony Alderson
• Finny Barker
• Neil Burton
• Karen Chandler
• Richard Fox, CBAP
• Rosemary Hossenlopp
• Peter Gordon, CBAP
• Monica Jain
• Peter Kovaks
• Chris Matts
• Laura Markey

Reviewers of Version 1.6

• Sharon Aker
• Betty H. Baker, CBAP
• Jo Bennett
• Cathy Brunsting
• Carrollynn Chang, CBAP
• Patricia Chappell, CBAP, MBA
• Pauline Chung
• Joseph R. Czarnecki
• Stephanie Garwood, CBAP
• May Jim, CBAP
• Day Knez
• Barb Koenig
• Robert Lam
• Cherifa Mansoura Liamani, PhD

• Patricia Martin
• Richard Martin
• Rosina Mete
• William Murray
• Harish Pathria
• Kathleen Person
• Tony Rice
• John Slater
• Mark Tracy
• Jacqueline Young

• Gillian McCleary
• Kelly Piechota
• Howard Podeswa
• Leslie Ponder
• Cecilia Rathwell
• Jennifer Rojek
• Keith Sarre, CBAP
• Jessica Gonzalez Solis
• Jim Subach
• Diane Talbot
• Krishna Vishwanath
• Marilyn Vogt
• Scott Witt

Complimentary IIBA® Member Copy. Not for Distribution or Resale.

Summary of Changes from BABOK® Guide v 2.0

Appendix D: Summary of Changes from BABOK® Guide v 2.0


Overview

Version 3 of the _BABOK® Guide _has extensively revised, restructured, and rewritten _BABOK® Guide _version 2.0. This summary of changes provides an overview of where topics covered in version 2.0 may be found in version 3. This summary is not a complete description of the changes, and in some cases the
scope of a task or technique has changed significantly at a lower level.

Introduction


Business Analysis

The definition of this primary concept has been updated to align with other changes in the BABOK® Guide, specifically the Business Analysis Core Concept Model™ (BACCM™).

Business Analysis Key Concepts


Business Analysis Core Concept Model™ ( BACCM™ ) (NEW)

A model comprised of six terms that have a common meaning to all business analysis practitioners and helps them discuss business analysis and its relationships in common terminology.

Requirements and Design (NEW)

This section describes the distinction between and overlap of two key business analysis concepts: requirements and design.

Knowledge Areas

Summary of Changes from BABOK® Guide v 2.0

Business Analysis Planning and Monitoring

The focus and name of this knowledge area remains the same for version 3.
Some tasks were renamed, one new task was added and some elements were moved around. Version 3 continues to address the business analyst’s role in defining the business analysis work and defining the approach for the initiative.

2.0 Task: Business Analysis Planning and Monitoring 3.0 Task: Business Analysis Planning and Monitoring
2.1 Plan Business Analysis Approach
Prioritization and Change Management content shifted to 3.3 Plan Business Analysis Governance
3.1 Plan Business Analysis Approach
2.2 Conduct Stakeholder Analysis 3.2 Plan Stakeholder Engagement
2.3 Plan Business Analysis Activities 3.1 Plan Business Analysis Approach
2.4 Plan Business Analysis Communication 3.2 Plan Stakeholder Engagement
2.5 Plan Requirements Management Process
Prioritization and Change Management content shifted to 3.3 Plan Business Analysis Governance
3.4 Plan Business Analysis Information Management
2.6 Manage Business Analysis Performance 3.5 Identify Business Analysis Performance Improvements

Elicitation (Version 2.0 name) is now

Elicitation and Collaboration (Version 3 name)
The focus of this knowledge area remains similar but has expanded to include communication topics from version 2.0 and the new topic of collaboration.
In addition, the simpler content from version 2.0 was expanded to provide more guidance for practitioners. Also, an explicit reference to unplanned elicitation is made to acknowledge the informal elicitation that can occur during conversation. Business analysis information is also referenced throughout rather than just requirements as the object of elicitation.

2.0 Task: Elicitation 3.0 Task: Elicitation and Collaboration
3.1 Prepare for Elicitation 4.1 Prepare for Elicitation
3.2 Conduct Elicitation Activity 4.2 Conduct Elicitation

Summary of Changes from BABOK® Guide v 2.0

3.4 Confirm Elicitation Results 4.3 Confirm Elicitation Results
3.3 Document Elicitation Results 4.4 Communicate Business Analysis Information
n/a 4.5 Manage Stakeholder Collaboration

Requirements Management and Communication (Version 2.0 name)

is now Requirements Life Cycle Management (Version 3 name)
Requirements Life Cycle Management was determined to be a more appropriate name for this knowledge area in order to emphasize that requirements have their own life cycle and that requirements management is an ongoing activity.
Communication activities were shifted from this knowledge area to the Elicitation and Collaboration knowledge area.

2.0 Task: Requirements Management and Communication 3.0 Task: Requirements Life Cycle Management
4.1 Manage Solution Scope and Requirements
Solution Scope Management is addressed within 5.1 Trace Requirements. Conflict and Issue Management and Presenting Requirements for Review are addressed in 5.5 Approve Requirements.
5.1 Trace Requirements
5.5 Approve Requirements
4.2 Manage Requirements Traceability
Relationships and Configuration Management are addressed in 5.1 Trace Requirements. Impact Analysis is addressed in 5.4 Assess Requirements Changes.
5.1 Trace Requirements
5.4 Assess Requirements Changes
4.3 Maintain Requirements for Reuse 5.2 Maintain Requirements
4.4 Prepare Requirements Package 4.4 Communicate Business Analysis Information
4.5 Communicate Requirements 4.4 Communicate Business Analysis Information

Summary of Changes from BABOK® Guide v 2.0


5.3 Prioritize Requirements
Moved from 6.1 Prioritize Requirements (v2.0)
N/A 5.5 Approve Requirements
New task which includes the concepts from the v2 Elements Conflict and Issue Management , Presenting Requirements for Review and Approval from the v2 Task Manage Solution Scope and Requirements.

Enterprise Analysis (Version 2.0 name) is now

Strategy Analysis (Version 3 name)
This knowledge area has taken on a new name and expanded purpose.
Enterprise Analysis focused on the upfront work the business analyst conducted at the start of a project. Strategy Analysis is broader and includes the work the business analyst conducts to understand the current state of the business, to define the desired future state, to develop a change strategy to achieve the desired business outcomes and to assess the risks inherent in the change strategy.

2.0 Task: Enterprise Analysis 3.0 Task: Strategy Analysis
5.1 Define Business Need
Business Problem or Opportunity is addressed in 6.1 Analyze Current State. Business Goals and Objectives and Desired Outcome are addressed in
6.2 Define Future State.
6.1 Analyze Current State, 6.2 Define Future State
5.2 Assess Capability Gaps
Current Capability Analysis is addressed in 6.1 Analyze Current State. Assessment of New Capability Requirements and Assumptions are addressed in 6.2 Define Future State.
6.1 Analyze Current State, 6.2 Define Future State, 6.4 Define Change Strategy
Define Change Strategy includes a Gap Analysis which was not explicitly identified in 5.2 Assess Capability Gaps but was the intent of the task.
5.3 Determine Solution Approach
Alternative Generation and Assumptions and Constraints are addressed in 6.2 Define Future State. Ranking and Selection of Approaches is addressed in 7.5 Define Design Options and 7.6 Analyze Potential Value and Recommend Solution.
6.2 Define Future State, 7.5 Define Design Options (v3 Requirements Analysis and Design Definition knowledge area), 7.6 Analyze Potential Value and Recommend Solution (v3 Requirements Analysis and Design Definition knowledge area)

Summary of Changes from BABOK® Guide v 2.0

5.4 Define Solution Scope 6.4 Define Change Strategy
5.5 Define Business Case 7.6 Analyze Potential Value and Recommend Solution (Requirements Analysis and Design Definition knowledge area), 10.7 Business Cases (Technique)

Requirements Analysis (Version 2.0 name) is now

Requirements Analysis and Design Definition (Version 3 name)
This knowledge area was renamed to accommodate expanded content.
Version 3 now addresses the topic of design and explains where business analysts have involvement with design activities. Requirements Analysis and Design Definition also incorporates some of the tasks from the version 2.0 Solution Assessment and Validation. Activities involved with the proposed solution assessment—before any construction of a solution; whether in part or in whole— are now part of this Requirements Analysis and Design Definition.

2.0 Task: Requirements Analysis 3.0 Task: Requirements Analysis and Design Definition
6.1 Prioritize Requirements 5.3 Prioritize Requirements (v3 Requirements Life Cycle Management knowledge area)
6.2 Organize Requirements 7.4 Define Requirements Architecture
6.3 Specify and Model Requirements 7.1 Specify and Model Requirements
6.4 Define Assumptions and Constraints
Assumptions and Business Constraints are addressed in 6.2 Define Future State. Technical Constraints are addressed in 7.6 Analyze Potential Value and Recommend Solution
6.2 Define Future State (v3 Strategy Analysis knowledge area) and 7.6 Analyze Potential Value and Recommend Solution
6.5 Verify Requirements 7.2 Verify Requirements
6.6 Validate Requirements 7.3 Validate Requirements

Summary of Changes from BABOK® Guide v 2.0

N/A 7.5 Define Design Options
New task in Requirements Analysis and Design Definition which incorporates 5.3 Determine Solution Approach (v2.0 Enterprise Analysis knowledge area), 7.1 Assess Proposed Solution (v2.0 Solution Assessment and Validation knowledge area), and
7.2 Allocate Requirements (v2.0 Solution Assessment and Validation knowledge area)
N/A 7.6 Analyze Potential Value and Recommend Solution
New task in Requirements Analysis and Design Definition which incorporates 5.5 Define Business Case (v2.0 Enterprise Analysis knowledge area) and 7.1 Assess Proposed Solution (v2.0 Solution Assessment and Validation knowledge area)

Solution Assessment and Validation (Version 2.0 name) is now

Solution Evaluation (Version 3 name)
The version 3 knowledge area provides less focus on implementing a solution and more focus on evaluating solutions.
The knowledge area includes content on evaluating whether value is being delivered by a solution and discusses the business analyst’s role in assessing what is hindering an organization from receiving full value from a solution.

2.0 Task: Solution Assessment and Validation 3.0 Task: Solution Evaluation
7.1 Assess Proposed Solution 7.5 Define Design Options and 7.6 Analyze Potential Value and Recommend Solution (v3 Requirements Analysis and Design Definition knowledge area)
7.2 Allocate Requirements 7.5 Define Design Options (v3 Requirements Analysis and Design Definition knowledge area)
7.3 Assess Organizational Readiness 6.4 Define Change Strategy (v3 Strategy Analysis knowledge area)

Summary of Changes from BABOK® Guide v 2.0

7.4 Define Transition Requirements 6.4 Define Change Strategy (v3 Strategy Analysis knowledge area),
2.3 Requirements Classification Schema
7.5 Validate Solution 8.3 Assess Solution Limitations
7.6 Evaluate Solution Performance 8.5 Recommend Actions to Increase Solution Value
N/A 8.1 Measure Solution Performance
New task that incorporates defining solution performance measures and measuring the actual performance
N/A 8.2 Analyze Performance Measures
New task that focuses on comparing the actual value (solution performance) against the expected value
N/A 8.4 Assess Enterprise Limitations
New task that identifies what, external to the solution, may be preventing it from delivering its expected value

Underlying Competencies


Analytical Thinking and Problem Solving

• NEW—Conceptual Thinking
• NEW—Visual Thinking

Behavioural Characteristics

• Ethics—removed
• Personal Organization—renamed and expanded Organization and Time Management
• NEW—Personal Accountability
• NEW—Adaptability

Business Knowledge

• Business Principles and Practices—renamed Business Acumen
• NEW—Methodology Knowledge

Communication Skills

Summary of Changes from BABOK® Guide v 2.0

• Oral Communications—renamed Verbal Communication
• Teaching—moved to Interaction Skills
• NEW—Non-verbal Communication
• NEW—Listening

Interaction Skills

• Facilitation and Negotiation—split competencies and renamed Facilitation
• NEW—Negotiation and Conflict Resolution

Software Applications (Version 2.0 name) is now

Tools and Technology (Version 3 name)
• General-Purpose Applications—renamed Office Productivity Tools and Technology
• Specialized Applications—renamed Business Analysis Tools and Technology
• NEW—Communication Tools and Technology

Techniques


Name or Focus Change

• Benchmarking and Market Analysis (v2.0 Benchmarking)
• Data Dictionary (v2.0 Data Dictionary and Glossary)
• Glossary (v2.0 Data Dictionary and Glossary)
• Reviews (v2.0 Structured Walkthrough)
• Risk Analysis and Management (v2.0 Risk Analysis)
• Use Cases and Scenarios (v2.0 Scenarios and Use Cases)
• User Stories
• Workshops (v2.0 Requirements Workshop)

New Techniques

• Backlog Management
• Balanced Scorecard
• Business Capability Analysis

Summary of Changes from BABOK® Guide v 2.0
• Business Case
• Business Model Canvas
• Collaborative Games
• Concept Modelling
• Data Mining
• Decision Modelling
• Financial Analysis
• Mind Mapping
• Prioritization
• Process Analysis
• Roles and Permissions Matrix
• Stakeholder List, Map, or Personas

Perspectives (NEW)

Perspectives are used within business analysis work to provide focus to tasks and techniques specific to the context of the initiative.
Most initiatives are likely to engage one or more perspectives. The perspectives included in the _BABOK® Guide _are:
• Agile,
• Business Intelligence,
• Information Technology,
• Business Architecture, and
• Business Process Management.
These perspectives do not presume to represent all the possible perspectives from which business analysis is practiced. The perspectives discussed in the _BABOK® Guide _represent some of the more common views of business analysis at the time of writing.
Perspectives are not mutually exclusive, in that a given initiative might employ more than one perspective.

Complimentary IIBA® Member Copy. Not for Distribution or Resale.

Index

Acceptance and Evaluation Criteria 217 Access to Information, Improve 154 Adaptability 197
Adaptability and flexibility 376 Adaptive 400
Agile Extension to the BABOK 368,370, 372,375,376,377
Agile Perspective 368 Agile Team Leader 372 Alternatives, Define 262
Analytical Thinking and Problem Solving 188 Analytics, Prescriptive 386
Analyze
Current State 100,103
Performance Measures 164,170 Potential Value and Recommend

Backlog Management 220
Balanced Scorecard 223
Behavioural Characteristics 194 Benchmarking and Market Analysis 226 Brainstorming 227
Solution 134,157
Approve Requirements 76,95 Architecture
Business 408
Requirements 134,148
Solution 385 Assess
Enterprise Limitations 164,177
Requirements Changes 76,91
Risks 100,120
Solution Limitations 164,173 Assumptions, Risks, and Constraints 235 Avoid Waste184

Business Acumen 199
Business Analysis Core Concept Model™ 11, 12,22,54,76,101,134,164
Business Analysis Information, Communicate 54,67

Index

Business Analysis Key Concepts 3,11
Business Analysis Performance Assessment 29
Business Analysis Performance Improvements, Identify 22,47
Business Analysis Planning and Monitoring4
Business Analysis Planning and Monitoring 21
Business Analysis Tools and Technology 213 Business Analytics Requirements 385 Business Architecture Perspective 408 Business Capability Analysis 230
Business Cases 29,234
Business Intelligence Perspective 381 Business Knowledge 199

Capabilities, Identify 154,184
Capability 138
Cause-Effect diagrams 285
Change 22,55,77,101,135,165
Change Strategy, Define 100,124 Collaboration
Communication 376
Games 243
Group 70
Knowledge Management Tools 212 Manage Stakeholders 54,71
Collaboration and Knowledge Management Tools 212
Collaborative Games 243
Collection, Data 335
Communicate Business Analysis Information 54,67
Communication
Skills203
Tools212
Tools and Technology 215 Verbal 204
Written 205
Communication and Collaboration 376 Communication, Non-Verbal 205
Component diagram 285
Business Knowledge Models 267 Business Model Canvas 236 Business Outcomes 284
Business Policies 29
Business Process 284
Business process coverage 384
Business Process Management Perspective 424
Business Process Model and Notation (BPMN) 319
Business Process Re-engineering 426 Business requirements 16
Business Rules Analysis 240 Business Unit 284

Component, Solution 284
Concept Modelling 245 Conceptual Data Model 256 Conceptual Thinking 192
Conduct Elicitation 54,61
Confirm Elicitation Results 54,65
Conflict Resolution 210
Constraints 235
Constraints on the Solution 160 Context 22,55,77,101,135,165
Continuous improvement 376 Cost and time estimates 39 Creative Thinking 188
Credible 298
Current State, Analyze 100,103

Index

Data
Collection 335
Conceptual Model 256
Dictionary 247
Flow Diagrams 250,319,391
Mining 253
Modelling256
Structured387
Unstructured 387
Data Dictionary 385 Data Model
Logical 257
Physical 257 Data Models
Logical 391
Physical 391 Decision
Analysis 261
Criteria 262
Model and Notation 285 Modelling 265
Models 384,391
Decision Making 189
Decision Nodes 263
Decision Point 319

Efficiencies, Increase 154
Elements 158
Elicitation and Collaboration 4,53
Elicitation, Prepare for 54,56
Eliminate Redundancy 184
End User 17
Escalation Matrix 295 Estimating and Forecasting 284 Estimation271

Facilitation207
Facilitator364
Feasibility235
Feasible 143
Financial 238

Decision Trees285
Decisions 267,285
Decomposition, Functional 283 Define
Alternatives 262
Change Strategy 100,124
Design Options 152
Future State 100,110
Problem Statement 262
Requirements Architecture 134,148
Solution Options 134
Demand-driven 387
Dependencies 88
Dependencies between Requirements 160 Designing 284,424
Diagrams
Data Flow 250,319,391
Use Case 285
Dictionary, Data 247,385
Discovery, Substantial426
Document Analysis 30,269
Documentation, Informal 69 Domain Subject Matter Expert 17

Ethics 194
Evaluate Alternatives 262
Evaluation, Solution 5,163 Execution and Monitoring 424 Expected Benefits 276
Experimentation 403
Experiments 61
Expert Judgment 29,273
External Stakeholders 372

Financial Analysis 274
Financial Analysis and Value Assessment 235 Flexibility and adaptability 376
Flow diagrams 285
Flowcharts 319

Index

Focus Groups 279
Forecasting and Estimating 284 Form Study Prototype 324 Formal Documentation 69
Formal Walkthrough 327

Glossary 286
Group Collaboration 70

IDEF 319
Identify Additional Capabilities 154,184
Identify Business Analysis Performance Improvements 22,47
IGOE 319
Impact, Solution 394
Implementation Subject Matter Expert 17 Implementation Team 428
Improve Access to Information154 Increase Efficiencies154
Industry Knowledge200
Industry Structure 107 Influencing and Leadership 208 Informal Documentation 69

Key Concepts 4
Key Performance Indicators 297 Key Terms 11,14

Leadership and Influencing 208 Learning 190
Lessons Learned 296
Listening 206

Maintain Requirements 76,83
Maintainability 303
Manage Stakeholder Collaboration 54,71 Management, Risk Analysis 329
Market-oriented 309
Frequency 168 Functional
Decomposition 283
Prototype 325
Requirements 16
Future State, Define 100,110

Guide 416

Informal Walkthrough 327
Information Technology Perspective 394 Information, Improve Access to 154
Input, Guide, Output, Enabler (IGOE) diagrams 319
Inputs 142,157
Integrated DEFinition (IDEF) notation 319 Interaction Skills 207
Interface Analysis 287
Interview 290
Interview, Unstructured 290
Interviews 290
Investigation 402
Item Tracking 294

Kinesthetic 190
Knowledge, Industry 200
KPIs 297

Localization 303
Logical Data Model 257,385 Logical Data Models 391

Matrices 138
Matrix Model 310
Measure Solution Performance 164,166

Index

Measures Qualitative 168
Quantitative 168Measuring and Managing 284 Methodology Knowledge202
Metrics and Key Performance Indicators (KPIs) 297
Mind Mapping 299
Mind Maps 285
Mining, Data 253

Need 22,55,77,101,135,165
Negotiation and Conflict Resolution 210 Net Benefits276

Observation305
Office Productivity Toolsand Technology212
Onion Diagram 345
Operational improvement, Facilitate 395 Operational Releases 163
Operational Support 18
Opportunity Cost 185
Optimization 284
Optimizing 424

Paper Prototyping 325
Parametric Estimation 272
Performance Assessment, Business Analysis 29
Performance Efficiency 303
Performance Improvement, Business Analysis 22,47
Performance Measures, Analyze 164,170
Personal Accountability 195
Perspectives 367
PERT 272
Physical Data Model 257
Model
Conceptual 256
Logical Data 385
Modelling 348
Conceptual 245
Data 256
Decision 265
Process 318
Scope 338
Workflow 325
Models, Decision 384,391 Monitoring and Execution 424

Non-FunctionalRequirements16
Non-Functional Requirements Analysis302 Non-Verbal Communication205

Options, Define 152 Organization
History 273
Knowledge 201
Organization and Time Management 196 Organizational
Change184
Maturity 394
Modelling 308
Support 49
Unit 310

Physical Data Models 391 Pilot or Beta releases 163 Plan Business Analysis
Approach 21,24
Governance 21,37
Information Management 21,42
Plan Stakeholder Engagement 21,31
Policy Compliance 89
Political and Regulatory Environment 107
Potential Value and Recommend Solution, Analyze 134,157
Predictive 254,400

Index

Predictive Analytics 386
Prepare for Elicitation 54,56
Prescriptive Analytics 386
Presentation Programs212
Presentation Software212
Presentations 69
Prioritization 311
Prioritize Requirements 76,86
Prioritized 143
Priority 39,45,294
Proactive Analysis 335
Problem Solving191
Problem Statement Definition335 Problem Statement, Define 262 Process Analysis314
Process Analyst/Designer 429
Process Architect 428
Process Benchmarking 426

Qualitative Measures 168
Quality of service requirements 16 Quantifiable 298

Reactive Analysis 335
Recommend Actions to Increase Solution Value 164,182
Regulator 18,428
Regulatory and Political Environment 107 Regulatory Compliance 89
Requirements Analysis and Design Definition 5,133
Requirements and Designs 11,19
Requirements Architecture, Define 134,148
Requirements Classification Schema 11,16
Requirements Life Cycle Management 4,75
Requirements, Functional 16

Scalability 303
Scenario driven 408
Process Modeller 429
Process Modelling 318
Process Owner 428
Process Participants 428
Productivity Tools and Technology 212 Project Manager 18,428
Proof of Concept 324 Proof of Principle 324 Proofs of Concept 163 Prototype
Functional 324,325
Usability 325
Visual 325
Prototypes 163
Evolutionary324
Throw-away324
Prototyping 323,325
Prototyping, Paper 325

Quantitative Measures 168
Questionnaire 350

Review
Single Issue 327
Technical 327
Reviews 326
Risk 88
Risk Analysis and Management 329 Risk-aversion122
Risks 39,46,235
Risk-seeking122
Roles and Permissions Matrix 333 ROM 272
Root Cause Analysis 335
Rough Order of Magnitude (ROM) 272

Scenarios 356
Scope Modelling 338

Index

Scope of Change 338 Scope of Control 338 Scope of Need 338 Scope of Solution 338
Separation of Concerns 408 Sequence Diagrams 341 Service Level Agreements 303 Simulation 325
Simulations 403
Single Issue Review 327 SIPOC 319
Solution 22,55,77,101,135,165
Solution Architecture385
Solution Component284
Solution Evaluation 5,163
Solution Impact 394
Solution Knowledge 202 Solution Options, Define 134 Solution Requirements 16
Solution Value, Recommend Actions to Increase 164,182
Specify and Model Requirements 134,136
Sponsor 18,364
Stakeholder 22,55,77,101,135,165 Stakeholder Engagement Approach 29 Stakeholder Engagement Plan 21,31
Stakeholder List 344

Teaching 210
Team Implementation 428
Team Review 327
Teamwork 209
Technical Review 327
Testable 143
Tester 19
Thinking, Visual 193
Time Management and Organization 196 Time Sensitivity 88
Timelines 281
Stakeholder List, Map, or Personas 344 Stakeholder Map 344
Stakeholder Matrix 345
Stakeholder Personas 344
Stakeholder Requirements 16
Stakeholders, External 372
State 348
State Modelling 348
State Transition Diagrams 285 Storyboarding 325
Strategy Analysis 4,99
Structured 290
Structured Data 387
Structured Interview 290 Subject Matter Expert
Domain 17
Implementation 17
Substantial Discovery 426
Sunk Cost 185
Supplier 18
Supplier-Consumer 340
Suppliers 107
Supply-driven 387
Survey 350
Survey or Questionnaire 350 SWOT Analysis 353
Systems Thinking 191

Timeliness 49
Timing 168
Tools and Technology211
Tools and Technology, Productivity212 Total Annual benefits276
Total Costs 276
Trace Requirements 76,79
Transformation Rules 385
Transition Requirements 16
Tree Diagrams 285
Trustworthiness 195

Index

Trustworthy298 Trustworthy and Credible298

Unstructured Data 387
Unstructured Interview 290
Usability 303
Usability Prototype 325

Validate Requirements 134,144
Value 22,55,77,101,135,165
ValueAssessmentandFinancialAnalysis235 Value Stream Analysis319
Value Stream Mapping 319 Vendor Assessment 361

Walkthrough, Informal 327 Word Processing Programs 212 Workflow Modelling 325
Workshops 363
Written Communication 205
Use Case Diagrams 285 Use Cases 356
Use Cases and Scenarios 356 User Stories 359

Verbal Communication 204
Verify Requirements 134,141
Visual 190
Visual Prototype 325
Visual Thinking 193
VSM 319

**

About IIBA®

International Institute of Business Analysis™ (IIBA®) is the independent non-profit professional association formed in 2003 to serve the growing field of business analysis.
As the voice of the business analysis community, IIBA supports the recognition of the profession, and works to maintain standards for the practice and certification. Through a global network, IIBA connects Members, Chapters, Corporations and Partners around the world to advance the business analysis profession by uniting a community of professionals to create better business outcomes.
For individuals working in a broad range of roles – business analysis, systems analysis, requirements analysis, project management, consulting, process improvement and more – IIBA provides the resources to help you enhance your career and advance your career path.
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• Free access to PDF and eBook editions of the BABOK® Guide.
• Discounted fee for IIBA certification exam.
You can gain even greater value through participation in your local IIBA Chapter. By joining a Chapter, you can also access additional tools and resources and you will have the opportunity to participate in events, study groups and general interest groups.
To become an IIBA member, visit iiba.org/Membership.To find your local Chapter, visit iiba.org/Chapter.

IIBA Certifications

IIBA certifications are the globally recognized standard for business analysis.
Many certifications in the business analysis space cover the core skills of requirements engineering and management, but IIBA certifications go beyond those basics to deliver unique value.
IIBA programs address the need for business analysis professionals to link strategy to execution, ensure long-term benefits are realized from a change, and integrate innovation and process improvement with technology change. This means that professionals certified by IIBA are able to contribute to the success of the entire business, not just help a project deliver on time, on scope, and on budget.
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• Demonstrated commitment to the field of business analysis, which is increasingly recognized as vital to all areas of business.

_A Guide to the Business Analysis Body of Knowledge® (BABOK® Guide) _is the only globally recognized standard of practice for business analysis. Developed through a rigorous consensus-driven standards process, the _BABOK® Guide _incorporates the collective wisdom and experience of experts in the field from around the world.
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Whether you are considering starting a career in business analysis, or you are an experienced
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