CCBA Handbook
CCBA Handbook
Certification Handbook
The IIBA guide to gaining the CCBA designation.
Feburary 2012
Table of Contents
1. 2. ABOUT THIS HANDBOOK ............................................................................................................................. 3 ABOUT INTERNATIONAL INSTITUTE OF BUSINESS ANALYSIS ....................................................... 3 2.1. 2.2. 2.3. 3. 4. IIBA VISION STATEMENT .......................................................................................................................................... 4 IIBA MISSION STATEMENT ....................................................................................................................................... 4 FAIR & EQUITABLE POLICY ....................................................................................................................................... 4
IIBA BABOK GUIDE OVERVIEW ............................................................................................................... 4 ABOUT THE CCBA CERTIFICATION ....................................................................................................... 5 4.1. 4.2. 4.3. 4.4. 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 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
5.
6.
CCBA APPLICATION AND EXAM PROCESS ....................................................................................... 13 6.1. 6.2. 6.3. 6.4. 6.5.
7. 8. 9.
GRANTING CCBA CERTIFICATION ........................................................................................................ 20 RE-WRITING THE CCBA EXAM ............................................................................................................. 20 MAINTAINING CCBA CERTIFICATION AND RECERTIFICATION................................................. 20 9.1. SUSPENDING OR WITHDRAWING CCBA CERTIFICATION............................................................................... 21
10. AUDIT OF CANDIDATE AND CCBA INFORMATION ....................................................................... 21 11. RESOLUTION OF APPEALS & COMPLAINTS ........................................................................................ 21
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 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 Center 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.theiiba.org.
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.
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.The certification examination is only offered in the English 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.
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.
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.
Facilitating requirements gathering workshop Walkthroughs and sign-offs of requirements package Preparing and conducting requirements presentation for senior executives Determining business objectives Creating business architecture Providing weekly project status reports Conducting design walkthroughs Creating Project Charter Creating system or application architecture Creating service level agreements Creating and documenting design solution Creating design document Creating test strategy, test plan or test cases Executing testing Tracking and managing defects
Enterprise Analysis
Requirements Analysis
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
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 BABOKGuide 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.
10
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 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.
11
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. 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.
12
Summary of Fees
Application and Exam
Fee
Application Fee (non-refundable) Exam Fee
Member
$125 $325
Non-member
$125 $450
Other fees
Fee
Exam Cancellation Fee (CBT)* Exam Cancellation Fee (Paper-based) Exam Re-write Fee Exam Re-scoring Fee
Member
$50 $55 $250 $65
Non-member
$50 $55 $375 $65
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.
13
6. For payments made by cheque or money order please mail to: Certification 3605 Sandy Plains Road, Suite 240-193 Marietta, GA 30066 U.S.A. * The Exam Cancellation Fee is payable to Castle Worldwide as per the instructions on the Castle Worldwide online registration system.
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.
14
6. Submit the following: a) The completed online application. 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 21 business days 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 [email protected].
15
payment form. In addition, you may wish to provide further advance notice to IIBA such that more time is available to meet such accommodations. Payment of the exam fee can be made: 1. 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. 2. By PayPal - a transaction fee of 3.5% of the total amount owing will apply. c) For example: An exam fee paid via PayPal will cost an additional 3.5% (an additional $11.38 USD for members and $15.75 USD for non-members), plus Canadian GST/HST, if applicable. d) If you would like to choose the PayPal payment option, please visit the IIBA website www.iiba.org under Certification and CCBA Designation Quick Links section and select the CCBA PayPal Payments link. e) There is no need to complete and mail in the Exam Fee Form if paying by PayPal. f) 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 made via PayPal. 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.
16
locations, up to 60 days notice from registration may be required to take the exam. If a location in or near your area is not listed, email [email protected] to inquire about other options available. After registering online for the exam, the applicant will receive, almost immediately, a confirmation email (i.e., IIBA Scheduling Confirmation Notice) from Castle Worldwide. This email is the applicants admission letter and includes the exam logistics. 2. Hosted scheduled exams. The hosted exam schedule is located at www.iiba.org. If space is available at the exam sitting requested, the approved applicant will be registered and notified of their registration by IIBA via email. Approximately two weeks prior to the exam date, the applicant will receive, via email from Castle Worldwide, an admission letter that includes the exam logistics.
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
Business Analysis Planning and Monitoring Elicitation Requirements Management and Communication Enterprise Analysis Requirements Analysis Solution Assessment and Validation
Percent of Questions
20% 13.33% 16% 15.33% 19.33% 16%
Please note that due to rounding error, the percentages above do not quite add up to 100% without rounding up.
18
2. For paper-based hosted exams, IIBA must be notified (email [email protected]) as soon as possible. If notification is provided to IIBA less than 30 days prior to the exam date, an administration fee of $55 USD (plus GST/HST for Canadian residents) will be charged to the applicant and must be received by IIBA in order to reschedule.
19
20
21