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Index
Title Page Copyright and Credits
CCBA® and CBAP® Certifications Study Guide
Dedication About Packt
Why subscribe?
Contributors
About the author About the reviewer Packt is searching for authors like you
Preface
Who this book is for What this book covers To get the most out of this book
Conventions used
Get in touch
Reviews
Planning for Success
Benefits of the CCBA® or CBAP® designations
Improved confidence Recognition in the workplace Better career opportunities An entirely new career focus
Visualization as a powerful study tool
You get what you focus on Setting your certification goal The ideal timeframe for preparation
How familiar are you with the BABOK® Guide v3 today? What is your preferred learning style? Are you a confident learner or a conservative learner? Have you done a lot of business analysis study before?
Key concepts for creating a good study plan
#1 Working backward #2 Knowing your own learning style #3 Being practical and choosing a routine activity #4 Limiting the scope of study during each session #5 Having the right materials and study tools #6 Having goals and measuring progress
Your study plan framework 
Creating your custom study plan
Tips for when you draft your plan
Baseline days Revision days Rest days
Ready to get started
Summary
Benefits of certification Visualization as a study tool Key concepts when you create a study plan Your study plan framework
Knowledge quiz
Answers
Exam Application Requirements
A competency-based certification model CCBA® application requirements CBAP® application requirements Additional requirements for CCBA® and CBAP® applicants  The exam 
Application process
Summary
Competency-based certification model CCBA® application requirements CBAP® application requirements Additional CCBA® and CBAP® requirements
Knowledge quiz
Answers
Study Tools
BABOK® v3.0 Guide structure
Business analysis key concepts Knowledge areas Underlying competencies Techniques Perspectives
Summary
Navigating through the main sections of the BABOK® Guide Knowledge areas Underlying competencies, techniques, and perspectives
Knowledge quiz
Answers
What to Expect From the Exam
Exam blueprints Question types Summary
Exam blueprints Question types
Knowledge quiz
Answers
Business Analysis Foundation Concepts
Understanding business analysis
Who is a business analyst?
The Business Analysis Core Concept Model™ 
Change Need Solution Stakeholder Value Context
Key terms 
Business analysis Business analysis information Design Organization Enterprise Plan Requirement Risk
Stakeholders
Business analyst Customer Domain subject matter expert End user Implementation subject matter expert Operational support Project manager Regulator Sponsor Supplier Tester
Requirements classification schema
Business requirements Stakeholder requirements Solution requirements Transition requirements
Requirements and designs Summary 
Business analysis and Business Analyst Business Analysis Core Concept Model Key terms Stakeholders Requirements classification schema
Knowledge quiz
Answers
Business Analysis Planning and Monitoring
Understanding Business Analysis Planning and Monitoring The Business Analysis Core Concept Model™  
Change Need Solution Stakeholder Value Context
Task: Plan Business Analysis Approach
The elements of Plan Business Analysis Approach
Element 1: Planning the approach
A predictive approach An adaptive approach
Element 2: Formality and the level of detail of business analysis deliverables  Element 3: Business analysis activities Element 4: The timing of business analysis work Element 5: Complexity and risk Element 6: The acceptance of the business analysis approach and plan
The inputs and outputs of this task
Task: Plan Stakeholder Engagement
The number of stakeholders The elements of Plan Stakeholder Engagement
Element 1: Performing stakeholder analysis 
Roles matter Attitudes of stakeholders The decision-making authority
Element 2: Defining stakeholder collaboration Element 3: Stakeholder communication needs The inputs and outputs of this task
Task: Plan Business Analysis Governance
The elements of Plan Business Analysis Governance
Element 1: Decision-making Element 2: Changing the control process Element 3: Planning a prioritization approach Element 4: Planning for approvals
The inputs and outputs of this task
Task: Plan Business Analysis Information Management
The elements of Plan Business Analysis Information Management
Element 1: The organization of business analysis information Element 2: The level of abstraction Element 3: Planning a traceability approach Element 4:  Planning for requirements' reuse Element 5:  Storage and access Element 6: Requirements attributes
The inputs and outputs of this task
Task: Identify Business Analysis Performance Improvements
The elements of Identify Business Analysis Performance Improvements
Element 1: Performance analysis Element 2: Assessment measures Element 3: Analyzing results Element 4: Recommended actions for improvement The inputs and outputs of this task
Summary
The Business Analysis Planning and Monitoring knowledge area The Plan Business Analysis Approach task The Plan Stakeholder Engagement task The Plan Business Analysis Governance task The Plan Business Analysis Information Management task The Identify Business Analysis Performance Improvements task 
Knowledge quiz
Case study: The GO technology payment program Answers
Elicitation and Collaboration
Understanding elicitation and collaboration The Business Analysis Core Concept Model™
Change Need Solution Stakeholder Value Context
Task: Prepare for Elicitation
Purpose Elements 
Element 1: Understand the scope of elicitation  Element 2: Select elicitation techniques Element 3: Set up logistics Element 4: Secure supporting material Element 5: Prepare stakeholders
Inputs and outputs
Task: Conduct Elicitation
Purpose 
Types of elicitation
Collaborative  Research Experiments
Elements
Element 1: Guide elicitation activity  Element 2 – Capture elicitation outcomes
Inputs and outputs
Task: Confirm Elicitation Results
Purpose  Elements
Element 1: Compare elicitation results against source information Element 2: Compare elicitation results against other elicitation results
Inputs and outputs
Task: Communicate Business Analysis Information
Purpose Elements
Element 1: Determine objectives and format of communication
Formats of packages
Element 2: Communicate the business analysis package
Inputs and outputs
Task: Manage Stakeholder Collaboration
Purpose Elements
Element 1: Gain agreement on commitments Element 2: Monitor stakeholder engagement Element 3: Collaboration
Inputs and outputs
Summary
Task: Prepare for elicitation Task: Conduct elicitation Task: Confirm elicitation results Task: Communicate business analysis information Task: Manage stakeholder collaboration
Knowledge quiz 
Real-world case study – cardholder portal project Answers
Requirements Life Cycle Management
What is Requirements Life Cycle Management? The Business Analysis Core Concept Model™  
Change Need Solution Stakeholder Value Context
Task: Trace Requirements
Purpose Why trace requirements? Elements
Element 1: Level of formality Element 2: Relationships Element 3: Traceability Repository
Inputs and outputs
Task: Maintain Requirements
Purpose Elements
Element 1: Maintain requirements Element 2: Maintain attributes Element 3: Reusing requirements 
Inputs and outputs
Task: Prioritize Requirements
Purpose
Why do we need to prioritize requirements?
Elements
Element 1: Basis of prioritization
Benefit  Penalty Cost Risk  Dependencies  Time sensitivity  Stability Regulatory or policy compliance 
Element 2: Challenges of prioritization Element 3: Continual prioritization
Inputs and outputs
Task: Assess Requirements Changes
Purpose Elements
Element 1: Assessment formality 
Predictive and adaptive approaches
Element 2: Impact analysis Element 3: Impact resolution
Inputs and outputs
Task: Approve Requirements
Purpose Elements
Element 1: Understand stakeholder roles Element 2: Conflict and issue management  Element 3: Gain consensus Element 4: Track and communicate approval
Inputs and outputs
Summary
Task: Trace Requirements Task: Maintain Requirements Task: Prioritize Requirements Task: Assess Requirements Changes Task: Approve Requirements
Knowledge quiz
Real-world case study: Car booking system project Answers
Strategy Analysis
What is Strategy Analysis? The Business Analysis Core Concept Model™  
Change Need Solution Stakeholder Value Context
Task: Analyze Current State
Purpose Elements
Element 1: Business needs Element 2: Organizational structure and culture Element 3: Capabilities and processes Element 4: Technology and infrastructure Element 5: Policies Element 6: Business architecture Element 7: Internal assets Element 8: External influences
Inputs and outputs
Task: Define Future State
Purpose Elements
Element 1: Business goals and objectives Element 2: The scope of the solution space Element 3: Constraints Element 4: Organizational structure and culture Element 5: Capabilities and processes Element 6: Technology and infrastructure Element 7: Policies Element 8: Business architecture Element 9: Internal assets Element 10: Identify assumptions Element 11: Potential value
Inputs and outputs
Task: Assess Risks
Purpose Elements
Element 1: Unknowns Element 2: Constraints, assumptions, and dependencies Element 3: Negative impact on the value Element 4: Risk tolerance Element 5: Recommendations
Inputs and outputs
Task: Define Change Strategy
Purpose Elements
Element 1: Solution scope Element 2: Gap analysis Element 3: Enterprise readiness assessment Element 4: Change strategy Element 5: Transition states and release planning
Inputs and outputs
Summary
Learning outcome: Strategy Analysis  Learning outcome: Analyze Current State Learning outcome: Define Future State Learning outcome: Assess Risks Learning outcome: Define Change Strategy
Knowledge quiz
Case Study: Police criminal record management system Answers 
Requirements Analysis and Design Definition
What is Requirements Analysis and Design Definition? Business Analysis Core Concept Model™
Change Need Solution Stakeholder Value Context
Task: Specifying and modeling requirements
Purpose Elements
Element 1: The model requirements 
Matrices  Diagrams
Element 2: Analyzing the requirements  Element 3: Representing requirements and attributes Element 4: Implementing the appropriate levels of abstraction 
Inputs and outputs
Task: Verifying the requirements
Purpose Elements
Element 1: The characteristics of the requirements and the design quality  Element 2: The verification activities Element 3: Checklists
Inputs and outputs
Task: Validating the requirements
Purpose Elements
Element 1: Identifying assumptions  Element 2: Defining measurable evaluation criteria Element 3: Evaluating the alignment against the solution scope
Inputs and outputs
Task: Defining the requirements architecture
Purpose Elements
Element 1: The requirements architecture viewpoints and views  Element 2: Template architectures  Element 3: Completeness Element 4: Relating and verifying the requirements relationships Element 5: The business analysis information architecture
Inputs and outputs
Task: Defining the design options
Purpose Elements
Element 1: Defining the solution approaches Element 2: Identifying the improvement opportunities 
Increasing efficiencies  Improving access to information Identifying additional capabilities
Element 3: Requirements allocation Element 4: Describing the design options 
Inputs and outputs
Task: Analyzing the potential value and recommending a solution
Purpose Elements
Element 1: The expected benefits  Element 2: The expected costs Element 3: Determining the value Element 4: Assessing the design options and recommending a solution
Available resources Constraints on the solution Dependencies between requirements
Inputs and outputs
Summary
The learning outcome for the Requirements Analysis and Design Definition knowledge area The learning outcome for specifying and modeling requirements   The learning outcome for verifying requirements The learning outcome for validating requirements The learning outcome for defining the requirements architecture The learning outcome for defining the solution options
Knowledge quiz
Case study – a health solutions company  Answers
Solution Evaluation
What is Solution Evaluation? Business Analysis Core Concept Model™
Change Need Solution Stakeholder Value Context
Task: Measure Solution Performance
Purpose Elements
Element 1: Defining solution performance measures 
Quantitative measures Qualitative measures
Element 2: Validating performance measures Element 3: Collecting performance measures
Inputs and outputs
Task: Analyzing Performance Measures
Purpose Elements
Element 1: Solution performance versus desired value  Element 2: Risks  Element 3: Trends Element 4: Accuracy Element 5: Performance variations
Inputs and outputs
Task: Assessing Solution Limitations
Purpose Elements
Element 1: Identify internal solution component dependencies Element 2: Investigate solution problems Element 3: Impact assessment
Inputs and outputs
Task: Assessing Enterprise Limitations
Purpose Elements
Element 1: Enterprise culture assessment  Element 2: Stakeholder impact analysis 
Function Location Concerns
Element 3: Organizational structure changes Element 4: Operational assessment
Inputs and outputs
Task: Recommending Actions to Increase the Solution Value
Purpose Elements
Element 1: Adjust solution performance measures Element 2: Recommendations 
Inputs and outputs
Summary
Learning outcome: Solution evaluation Learning outcome: Task – Measuring solution performance Learning outcome: Task – Analyzing performance measures Learning outcome: Task – Assessing solution limitations Learning outcome: Task – Assessing enterprise limitations Learning outcome: Task – Recommending actions to increase the solution value
Knowledge quiz
Case study: Mobile pay Answers
Underlying Competencies
What are the underlying competencies? Analytical thinking and problem-solving
Core competency 1: Creative thinking Core competency 2: Decision-making Core competency 3: Learning Core competency 4: Problem-solving Core competency 5: Systems thinking Core competency 6: Conceptual thinking Core competency 7: Visual thinking
Exploring behavioral characteristics
Core competency 1: Ethics Core competency 2: Personal accountability  Core competency 3: Trustworthiness Core competency 4: Organization and time management Core competency 5: Adaptability
Business knowledge
Core competency 1: Business acumen Core competency 2: Industry knowledge Core competency 3: Organization knowledge Core competency 4: Solution knowledge Core competency 5: Methodology knowledge
Communication skills
Core competency 1: Verbal communication Core competency 2: Non-verbal communication Core competency 3: Written communication Core competency 4: Listening
Interaction skills 
Core competency 1: Facilitation Core competency 2: Leadership and influencing Core competency 3: Teamwork Core competency 4: Negotiation and conflict resolution Core competency 5: Teaching
Exploring tools and technology
Core competency 1: Office productivity tools and technology Core competency 2: Business analysis tools and technology  Core competency 3: Communication tools and technology
Summary
Learning outcome – underlying competencies Learning outcome – analytical thinking and problem-solving Learning outcome – behavioral characteristics Learning outcome – business knowledge Learning outcome – communication skills Learning outcome – interaction skills Learning outcome – tools and technology
Knowledge quiz
Case study – a day in the life of a business analyst
Situation 1 Situation 2 Situation 3 Situation 4
Questions Answers
Techniques (Part 1)
Techniques for the exam Acceptance and evaluation criteria
What is the purpose of this technique? Key things to know when using this technique  When should you apply this technique?
Backlog management
What is the purpose of this technique? Key things to know when using this technique  When should you apply this technique?
Balanced scorecards
What is the purpose of this technique? Key things to know when using this technique  When should you apply this technique?
Benchmarking and market analysis
What is the purpose of this technique? Key things to know when using this technique  When should you apply this technique?
Brainstorming
What is the purpose of this technique? Key things to know when using this technique  When should you apply this technique?
Business capability analysis
What is the purpose of this technique? Key things to know when using this technique  When should you apply this technique?
Business cases
What is the purpose of this technique? Key things to know when using this technique 
Need assessment Desired outcomes Assessing the alternatives Recommending a solution 
Business model canvas
What is the purpose of this technique? Key things to know when using this technique When should you apply this technique?
Business rules analysis
What is the purpose of this technique? Key things to know when using this technique  When should you apply this technique?
Collaborative games
What is the purpose of this technique? Key things to know when using this technique  When should you apply this technique?
Concept modeling
What is the purpose of this technique? Key things to know when using this technique  When should you apply this technique?
Data dictionary
What is the purpose of this technique? Key things to know when using this technique  When should you apply this technique?
Data flow diagrams
What is the purpose of this technique? Key things to know when using this technique  When should you apply this technique?
Data mining
What is the purpose of this technique? Key things to know when using this technique  When should you apply this technique?
Data modeling
What is the purpose of this technique? Key things to know when using this technique 
Key concepts
In what situations should you apply this technique?
Decision analysis
What is the purpose of this technique? Key things to know when using this technique  When should you apply this technique?
Decision modeling
What is the purpose of this technique? Key things to know when using this technique  When should you apply this technique?
Document analysis 
What is the purpose of this technique? Key things to know when using this technique  When should you apply this technique?
Estimation
What is the purpose of this technique? Key things to know when using this technique  When should you apply this technique?
Financial analysis
What is the purpose of this technique? Key things to know when using this technique 
Financial calculations
When should you apply this technique?
Focus groups
What is the purpose of this technique? Key things to know when using this technique  When should you apply this technique?
Functional decomposition
What is the purpose of this technique? Key things to know when using this technique  When should you apply this technique?
Glossary
What is the purpose of this technique? Key things to know when using this technique  When should you apply this technique?
Interface analysis
What is the purpose of this technique? Key things to know when using this technique  When should you apply this technique?
Interviews
What is the purpose of this technique? Key things to know when using this technique  When should you apply this technique?
Summary
Techniques (Part 2)
Item tracking
What is the purpose of this technique? Key things to know when using this technique  When should you apply this technique?
Lessons learned
What is the purpose of this technique? Key things to know when using this technique  When should you apply this technique?
Metrics and Key Performance Indicators (KPIs)
What is the purpose of this technique? Key things to know when using this technique When should you apply this technique?
Mind mapping
What is the purpose of this technique? Key things to know when using this technique  When should you apply this technique?
Non-functional requirements analysis
What is the purpose of this technique? Key things to know when using this technique  When should you apply this technique?
Observation
What is the purpose of this technique? Key things to know when using this technique  When should you apply this technique?
Organizational modeling
What is the purpose of this technique? Key things to know when using this technique  When should you apply this technique?
Prioritization
What is the purpose of this technique? Key things to know when using this technique  When should you apply this technique?
Process analysis
What is the purpose of this technique? Key things to know when using this technique  When should you apply this technique?
Process modeling
What is the purpose of this technique? Key things to know when using this technique When should you apply this technique?
Prototyping
What is the purpose of this technique? Key things to know when using this technique  When should you apply this technique?
Reviews
What is the purpose of this technique? Key things to know when using this technique  When should you apply this technique?
Risk analysis and management
What is the purpose of this technique? Key things to know when using this technique  When should you apply this technique?
Roles and permissions matrix
What is the purpose of this technique? Key things to know when using this technique  When should you apply this technique?
Root cause analysis
What is the purpose of this technique? Key things to know when using this technique  When should you apply this technique?
Scope modeling
What is the purpose of this technique? Key things to know when using this technique  When should you apply this technique?
Sequence diagrams
What is the purpose of this technique? Key things to know when using this technique  When should you apply this technique?
Stakeholder lists, maps, or personas
What is the purpose of this technique? Key things to know when using this technique  When should you apply this technique?
State Modeling
What is the purpose of this technique? Key things to know when using this technique  When should you apply this technique?
Surveys or questionnaires
What is the purpose of this technique? Key things to know when using this technique  When should you apply this technique?
SWOT analysis
What is the purpose of this technique? Key things to know when using this technique  When should you apply this technique?
Use cases and scenarios
What is the purpose of this technique? Key things to know when using this technique  When should you apply this technique?
User stories
What is the purpose of this technique? Key things to know when using this technique  When should you apply this technique?
Vendor assessments
What is the purpose of this technique? Key things to know when using this technique  When should you apply this technique?
Workshops
What is the purpose of this technique? Key things to know when using this technique  When should you apply this technique?
Summary
Mock Exam Questions: Case Studies
Case study 1 – Global online platform
Questions
Case study 2 – Offender management system
Questions
Case study 3 – Health and fitness app
Questions
Case study 4 – Business case for a retail company
Problem statement Desired outcome Questions
Answers
Answers – Case study 1 – Global online platform Answers – Case study 2 – Offender management system Answers – Case study 3 – Health and fitness app Answers – Case study 4 – Business case for a retail company
Mock Exam Questions: Theory
Questions
Answers
Your Future with a Success Mindset
Planning your next salary increase
People get increases, not qualifications The employee viewpoint  Understanding the employer's point of view Why do you want an increase?
The "What if?" game
Understanding the fear of failure What does this have to do with salary increases? 
Understanding the process
Before you ask for an increase
Being of value There is a right way to brag
Is that fair? 
Making your intentions clear
So, what does this mean? Defining your goal Knowing the rules of the game Why your employer is likely to give you an increase when you ask
Summary
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