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Sheet 1: Instructions
| CBAP Application Worksheet INSTRUCTIONS |
ver. 2.4b Developed by Watermark Learning www.WatermarkLearning.com 800-646-9362 n +1-952-921-0900 |
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| Thanks to Linda Miller, CBAP, PMP for her help on this form. | |||
| NOTE: This Excel spreadsheet assumes an average level of Excel expertise to use. | |||
| WORKBOOK: | How to use this spreadsheet: | ||
| Summary | Complete the Summary section and list and number each project you worked on. | ||
| The number will help in cross-referencing to the other worksheets. | |||
| Copy additional rows for each project you report on. | |||
| Project Hours Section | |||
| · You can look back over 10 years, and need 7500 hours of BA work on those projects. | |||
| · For each project, list the BA hours you worked. | |||
| · For example, if you worked 1000 hours on a project, and did 50 hours of PM-related work, and | |||
| 50 hours of QA work, you would list 900 in the "BA Activity Hours" cell. | |||
| · The worksheet will total the hours for you. Be sure to blank out the example hours. | |||
| Activities by KA Section - Hours | |||
| · For each project, list the hours you spent on each Knowledge Area for the BA activities you performed. | |||
| · You do not need hours in 4 KAs for every project, but you will need the 900+ hours in at least 4 KAs | |||
| among all your projects. You need to have 900+ hours in at least 4 of the KAs to qualify. | |||
| · Check the total on the bottom to make sure you have 900+ hours in at least 4 of the 6 KAs. | |||
| Activities by KA Section - Percentages | |||
| · For each project, the percentages spent on each Knowledge Area for the BA activities of a project | |||
| will be calculated. The percentages should total 100% for each project. | |||
| · The worksheet will total the KAs, so you will know when you have reached 100%. | |||
| · You do not need 4 KAs per project, but you will need experience in at least 4 KAs among all your projects. | |||
| Projects | For each project, list the information asked for. The online CBAP application requests all this information. | ||
| · If any data is optional, it is listed as "Opt." on the worksheet. If a contact has left the organization, | |||
| and you don’t have a replacement contact name, we recommend listing a generic phone number and | |||
| email address for the organization. IIBA will use this to reach your contacts if the audit your application. | |||
| · Estimate the number of hours per task within each Knowledge Area. The tasks you have hours for will | |||
| be the tasks you check on the CCBA application. | |||
| · Expand the column widths as needed to add your data. | |||
| · Use one worksheet per project and add additional worksheets as needed. | |||
| NOTE | Pass this template on to friends and colleagues who want to apply for the CBAP credential. | ||
| As a courtesy, please leave our name and contact information on this worksheet. | |||
| Contact us at 800-646-9362 for additional copies or more information on CBAP Certification Preparation. | |||
| Or, visit www.WatermarkLearning.com/CBAP for more information, including tips to help you | |||
| prepare for the CBAP exam. | |||
| Project Listing | Note: all fields required unless marked (Opt) | EXAMPLE | Items in green get entered on the CBAP online application | |||||||||||||
| Project Information (Use separate sheet for each project or group of projects) | Hours on Project | Project Contact | Organization Information | |||||||||||||
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Project Description/Objective |
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Name | Phone | Relationship to Contact | Organization Name | Industry | Organization Address, City State, Zip, Country | Organization Website (Opt) | ||
| 1 | New Order Entry System | May-2010 | Present | Phase 1 of new order entry system - product look-up. | BA, tester | 1 | 1010 | John Doe | xxx@gmail.com | 555-555-1212 | PM for the project | Allied Products | Retail | xxxxx | AlliedProducts.com | |
| KAs: | Business Analysis Planning and Monitoring | |||||||||||||||
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BA Tasks (Note: the non-BA tasks on the IIBA application are not listed) |
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| Tasks: | Planned business analysis approach | |||||||||||||||
| Conducted stakeholder analysis | ||||||||||||||||
| Planned business analysis activities | ||||||||||||||||
| 20 | Estimated requirements activities (e.g., milestones, work units, level of effort, duration,) | |||||||||||||||
| Planned business analysis communication | ||||||||||||||||
| 40 | Planned requirements management process | |||||||||||||||
| Determined what requirement attributes need to be captured | ||||||||||||||||
| Planned, monitored and reported on business analysis performance | ||||||||||||||||
| Measured and reported on requirements activity | ||||||||||||||||
| Percent of BA hours on BAPM: |
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TOTAL Hours - Business Analysis Planning and Monitoring | |||||||||||||
| Elicitation | ||||||||||||||||
| % Hours Spent | Nbr Hours Spent | BA Tasks (Note: the non-BA tasks on the IIBA application are not listed) |
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| 50 | Prepared for requirements elicitation | |||||||||||||||
| Conducted elicitation activities | ||||||||||||||||
| Facilitated requirements workshop | ||||||||||||||||
| 100 | Documented the results of elicitation activities | |||||||||||||||
| Validated elicitation results | ||||||||||||||||
| Percent of BA hours on RE: |
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TOTAL Hours - Elicitation | |||||||||||||
| Requirements Planning and Communication | ||||||||||||||||
| % Hours Spent | Nbr Hours Spent | BA Tasks (Note: the non-BA tasks on the IIBA application are not listed) |
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| Managed solution and requirements scope (e.g., baseline, structure, impacts, change management and approval process | ||||||||||||||||
| Obtained sign-off | ||||||||||||||||
| Managed requirements change | ||||||||||||||||
| Managed and resolved requirements conflicts | ||||||||||||||||
| Established requirements baseline | ||||||||||||||||
| Structured requirements for traceability | ||||||||||||||||
| 200 | Determined appropriate format to present requirements | |||||||||||||||
| Created a requirements package | ||||||||||||||||
| Conducted a presentation of the requirements to stakeholders | ||||||||||||||||
| Communicated requirements | ||||||||||||||||
| Percent of BA hours on RMC: |
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TOTAL Hours - Requirements Management and Communication | |||||||||||||
| Enterprise Analysis | ||||||||||||||||
| % Hours Spent | Nbr Hours Spent | BA Tasks (Note: the non-BA tasks on the IIBA application are not listed) |
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| 50 | Defined the business needs | |||||||||||||||
| Identified business problem or opportunity | ||||||||||||||||
| Determined gap(s) in capabilities to meet the business needs | ||||||||||||||||
| Determined solution approach | ||||||||||||||||
| Conducted feasibility studies for solution options | ||||||||||||||||
| Identified potential high level solutions | ||||||||||||||||
| Defined solution scope | ||||||||||||||||
| Developed a business case | ||||||||||||||||
| Percent of BA hours on EA: |
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TOTAL Hours - Enterprise Analysis | |||||||||||||
| Requirements Analysis | ||||||||||||||||
| % Hours Spent | Nbr Hours Spent | BA Tasks (Note: the non-BA tasks on the IIBA application are not listed) |
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| Determined priority and relative importance of requirements | ||||||||||||||||
| Organized requirements so that they are understood by all stakeholders | ||||||||||||||||
| Documented dependencies and interrelationships between requirements | ||||||||||||||||
| 500 | Specified and modeled requirements | |||||||||||||||
| Created and documented as-is models | ||||||||||||||||
| Determined requirement assumptions and constraints | ||||||||||||||||
| Verified requirements | ||||||||||||||||
| Conducted structured walkthroughs | ||||||||||||||||
| Validated requirements | ||||||||||||||||
| Traced requirements back to the business case | ||||||||||||||||
| Delivered use cases | ||||||||||||||||
| Percent of BA hours on RA: |
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TOTAL Hours - Requirements Analysis | |||||||||||||
| Solution Assessment and Validation | ||||||||||||||||
| % Hours Spent | Nbr Hours Spent | BA Tasks (Note: the non-BA tasks on the IIBA application are not listed) |
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| Assessed business value delivered by proposed solutions | ||||||||||||||||
| Allocated requirements among releases and/or solution components | ||||||||||||||||
| Determined organizational readiness to effectively operate the new solution | ||||||||||||||||
| 50 | Defined transition requirements to move to the new solution | |||||||||||||||
| Validated a solution | ||||||||||||||||
| Defined acceptance criteria for the solution | ||||||||||||||||
| Assessed business impact of defects and issues | ||||||||||||||||
| Evaluated the quality of the solution | ||||||||||||||||
| Identified opportunities for improvement post-implementation | ||||||||||||||||
| Percent of BA hours on SAV: |
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TOTAL Hours - Solution Assessment and Validation | |||||||||||||
| TOTALS: |
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Make sure these add up to 100% and that the total hours listed to the left matches the number above under "Total of Each KA below" | |||||||||||||
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