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©Caltech https://ctme.Caltech.edu
Career Development Tips
for Business Analysts
Presented to IIBA Orange County Chapter – 26 May 2020
Rick Hefner, Ph.D.
Center for Technology and Management Education
California Institute of Technology
rhefner@caltech.edu
Classes at http://ctme.caltech.edu
-1Hefner
©Caltech https://ctme.Caltech.edu-2Hefner
 Review the core business analysis skills needed and how to
develop them
 Identify possible BA career paths and choose those which align
with your individual interests and aptitudes
 Identify potential lateral career paths for the BA and the
additional skills needed
 Understand what skills and behaviors are needed for a senior
BA position (and why you may not want one!)
©Caltech https://ctme.Caltech.edu
Typical Business Analysis Career Paths
-3Hefner
Reference: IIBA Business Analysis Competency Model
©Caltech https://ctme.Caltech.edu
Business Analyst Competency
 Competency: A
combination of skills and
knowledge needed to
perform a specific role
and the key behaviors
and abilities that
contribute to strong
performance in that role
 Competency Model:
Describes the knowledge,
skills, abilities and other
personal characteristics
required for a person to
be successful in a job and
to perform that job
effectively
-4Hefner
©Caltech https://ctme.Caltech.edu
Business Analysis Competency Model, IIBA
-5Hefner
©Caltech https://ctme.Caltech.edu
BABOK (Business Analysis Body of Knowledge)
Guide, IIBA
-6Hefner
Knowledge Areas
©Caltech https://ctme.Caltech.edu
BABOK Input/Output Diagram
Business Analysis Planning and Monitoring
-7Hefner
©Caltech https://ctme.Caltech.edu
BA Roles Mapped to Techniques
-8Hefner
©Caltech https://ctme.Caltech.edu
Process Competencies – Partial Example
-9Hefner
©Caltech https://ctme.Caltech.edu
BABOK Underlying Competencies
-10Hefner
Analytical Thinking and
Problem Solving
• Creative Thinking
• Decision Making
• Learning
• Problem Solving
• Systems Thinking
• Conceptual Thinking
• Visual Thinking
Behavioral
Characteristics
• Ethics
• Personal
Accountability
• Trustworthiness
• Organization and Time
Management
• Adaptability
Business Knowledge
• Business Acumen
• Industry Knowledge
• Organization
Knowledge
• Solution Knowledge
• Methodology
Knowledge
Communication Skills
• Verbal
Communication
• Non-Verbal
Communication
• Written
Communication
• Listening
Interaction Skills
• Facilitation
• Leadership and
Influencing
• Teamwork
• Negotiation and
Conflict Resolution
• Teaching
Tools and Technology
• Office Productivity
Tools and Technology
• Business Analysis
Tools and Technology
• Communication Tools
and Technology
©Caltech https://ctme.Caltech.edu
BABOK Underlying Competencies - Indicators
-11Hefner
©Caltech https://ctme.Caltech.edu
Business Analyst Role Categories
-12Hefner
©Caltech https://ctme.Caltech.edu
Where Do Your BA Strengths Lie?
 Some BA roles rely on specific domain knowledge
 Some BA roles rely on business analysis expertise
 Some BA roles rely on breath of knowledge
 Some BA roles rely on leadership abilities
-13Hefner
©Caltech https://ctme.Caltech.edu
Single Roles
Generalist Roles
 Business Architect
 BA Project Lead
 BA Program Lead
 BA Practice Lead
 (Advanced) Business
Relationship Manager
 (Advanced) Strategic
Business Analyst
Specialty Roles
 Agile BA
 Business Process Analyst
 Business Rules Analyst
 Business Systems Analyst
 Functional Business Analyst
 Service Request Analyst
-14Hefner
Details in the IIBA Business Analysis Competency Model
©Caltech https://ctme.Caltech.edu
Hybrid Roles
Dual Roles
 BA/Project Manager
 BA/Tester
 BA/Developer
 BA/User Experience
Overlap Roles
 C-Level Executive
 Middle Management
 Product Manager (Marketing)
 Project Manager
 Database Analyst
 Enterprise Architect
 Information Architect
 Solutions Architect
 Systems Design Analyst
 Tester/ QA Analyst
 Usability/User Experience
Professional (UXP)
-15Hefner
Details in the IIBA Business Analysis Competency Model
©Caltech https://ctme.Caltech.edu
Five Dimensions of Work
 Skill variety - The degree to which the
work requires you to exercise a variety of
skills
 Task identity - The degree to which the
work requires you to complete a whole,
identifiable piece of work
 Task significance - The degree to which
your work affects others and contributes
to social welfare
 Autonomy - The degree to which you have
control over the means and methods you
use to perform your work
 Job feedback - The degree to which
carrying out the work itself provides you
with direct and clear information about
how effective you are
Richard Hackman & Greg Oldham, Work Redesign
Hefner-16
©Caltech https://ctme.Caltech.edu
Leadership Model
-17Hefner
Your Team’s Competencies
and Commitments
Your Leadership
Styles and Abilities
Your Trust and
Credibility
Your Organization’s
Mission,
Core Competencies
and Vision
©Caltech https://ctme.Caltech.edu
DISC for Understanding Behavioral Preferences
 Dominance: Direct, decisive,
independent and to the point; bottom
line and results oriented; often strong-
willed, enjoy challenges and
immediate results
 Influence: Optimistic, social and out
going; enjoy being on teams, sharing
openly, entertaining and motivating
others
 Steadiness: Team players, cooperative
and supportive of others; prefer being
in the background, working in a stable
environment; often good listeners and
prefer to avoid conflict and change
 Conscientiousness: Cautious and
concerned; focused on quality, details
and accuracy
-18Hefner
©Caltech https://ctme.Caltech.edu
Each Personality Type has a Preferred Style
But your ability to lead is dictated by how well you use all the styles!
-19Hefner
Leadership
Problem Solving
Communication
Authority
Cooperation
Dominance
Conscientiousness
Influence
Steadiness
©Caltech https://ctme.Caltech.edu-20Hefner
You are in charge of your destiny!
 Know thyself – determine what you enjoy doing
 Understand your strengths and weaknesses
 Seek a mentor – somewhere who can offer objective, expert
advise
 Become a life-long learner – seek knowledge in classes and on
the job

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Career Development Tips for Business Analysts

  • 1. ©Caltech https://ctme.Caltech.edu Career Development Tips for Business Analysts Presented to IIBA Orange County Chapter – 26 May 2020 Rick Hefner, Ph.D. Center for Technology and Management Education California Institute of Technology rhefner@caltech.edu Classes at http://ctme.caltech.edu -1Hefner
  • 2. ©Caltech https://ctme.Caltech.edu-2Hefner  Review the core business analysis skills needed and how to develop them  Identify possible BA career paths and choose those which align with your individual interests and aptitudes  Identify potential lateral career paths for the BA and the additional skills needed  Understand what skills and behaviors are needed for a senior BA position (and why you may not want one!)
  • 3. ©Caltech https://ctme.Caltech.edu Typical Business Analysis Career Paths -3Hefner Reference: IIBA Business Analysis Competency Model
  • 4. ©Caltech https://ctme.Caltech.edu Business Analyst Competency  Competency: A combination of skills and knowledge needed to perform a specific role and the key behaviors and abilities that contribute to strong performance in that role  Competency Model: Describes the knowledge, skills, abilities and other personal characteristics required for a person to be successful in a job and to perform that job effectively -4Hefner
  • 6. ©Caltech https://ctme.Caltech.edu BABOK (Business Analysis Body of Knowledge) Guide, IIBA -6Hefner Knowledge Areas
  • 7. ©Caltech https://ctme.Caltech.edu BABOK Input/Output Diagram Business Analysis Planning and Monitoring -7Hefner
  • 8. ©Caltech https://ctme.Caltech.edu BA Roles Mapped to Techniques -8Hefner
  • 10. ©Caltech https://ctme.Caltech.edu BABOK Underlying Competencies -10Hefner Analytical Thinking and Problem Solving • Creative Thinking • Decision Making • Learning • Problem Solving • Systems Thinking • Conceptual Thinking • Visual Thinking Behavioral Characteristics • Ethics • Personal Accountability • Trustworthiness • Organization and Time Management • Adaptability Business Knowledge • Business Acumen • Industry Knowledge • Organization Knowledge • Solution Knowledge • Methodology Knowledge Communication Skills • Verbal Communication • Non-Verbal Communication • Written Communication • Listening Interaction Skills • Facilitation • Leadership and Influencing • Teamwork • Negotiation and Conflict Resolution • Teaching Tools and Technology • Office Productivity Tools and Technology • Business Analysis Tools and Technology • Communication Tools and Technology
  • 11. ©Caltech https://ctme.Caltech.edu BABOK Underlying Competencies - Indicators -11Hefner
  • 13. ©Caltech https://ctme.Caltech.edu Where Do Your BA Strengths Lie?  Some BA roles rely on specific domain knowledge  Some BA roles rely on business analysis expertise  Some BA roles rely on breath of knowledge  Some BA roles rely on leadership abilities -13Hefner
  • 14. ©Caltech https://ctme.Caltech.edu Single Roles Generalist Roles  Business Architect  BA Project Lead  BA Program Lead  BA Practice Lead  (Advanced) Business Relationship Manager  (Advanced) Strategic Business Analyst Specialty Roles  Agile BA  Business Process Analyst  Business Rules Analyst  Business Systems Analyst  Functional Business Analyst  Service Request Analyst -14Hefner Details in the IIBA Business Analysis Competency Model
  • 15. ©Caltech https://ctme.Caltech.edu Hybrid Roles Dual Roles  BA/Project Manager  BA/Tester  BA/Developer  BA/User Experience Overlap Roles  C-Level Executive  Middle Management  Product Manager (Marketing)  Project Manager  Database Analyst  Enterprise Architect  Information Architect  Solutions Architect  Systems Design Analyst  Tester/ QA Analyst  Usability/User Experience Professional (UXP) -15Hefner Details in the IIBA Business Analysis Competency Model
  • 16. ©Caltech https://ctme.Caltech.edu Five Dimensions of Work  Skill variety - The degree to which the work requires you to exercise a variety of skills  Task identity - The degree to which the work requires you to complete a whole, identifiable piece of work  Task significance - The degree to which your work affects others and contributes to social welfare  Autonomy - The degree to which you have control over the means and methods you use to perform your work  Job feedback - The degree to which carrying out the work itself provides you with direct and clear information about how effective you are Richard Hackman & Greg Oldham, Work Redesign Hefner-16
  • 17. ©Caltech https://ctme.Caltech.edu Leadership Model -17Hefner Your Team’s Competencies and Commitments Your Leadership Styles and Abilities Your Trust and Credibility Your Organization’s Mission, Core Competencies and Vision
  • 18. ©Caltech https://ctme.Caltech.edu DISC for Understanding Behavioral Preferences  Dominance: Direct, decisive, independent and to the point; bottom line and results oriented; often strong- willed, enjoy challenges and immediate results  Influence: Optimistic, social and out going; enjoy being on teams, sharing openly, entertaining and motivating others  Steadiness: Team players, cooperative and supportive of others; prefer being in the background, working in a stable environment; often good listeners and prefer to avoid conflict and change  Conscientiousness: Cautious and concerned; focused on quality, details and accuracy -18Hefner
  • 19. ©Caltech https://ctme.Caltech.edu Each Personality Type has a Preferred Style But your ability to lead is dictated by how well you use all the styles! -19Hefner Leadership Problem Solving Communication Authority Cooperation Dominance Conscientiousness Influence Steadiness
  • 20. ©Caltech https://ctme.Caltech.edu-20Hefner You are in charge of your destiny!  Know thyself – determine what you enjoy doing  Understand your strengths and weaknesses  Seek a mentor – somewhere who can offer objective, expert advise  Become a life-long learner – seek knowledge in classes and on the job