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Tag: Training

Treat Your Career Like Weight Watchers

This week I caught the Joy Behar Show on Headline News. Joy is one funny lady. This segment of her show was about weight loss/maintenance. One of her guests was the CEO of Weight Watchers, David Kirchhoff. The one thing that has always impressed me with Weight Watchers over the years is their philosophy. Mr. Kirchhoff explained it in three words, education, support, and behavior change. As I was watching the show I kept thinking, that philosophy is what needs to be a part of our daily lives as business analysts.

Education

As we have discussed before, many business analysts are moved or hired in from other areas. Many come from the technical side of the house and others come from the business side of the house. Not until recently have you seen universities teaching students some of the skills needed to be a business analyst. Actually I am starting to see elementary schools breeding future analysts. My daughter’s third grade class was learning about process flows. I almost cried when I reviewed my daughter’s homework. Her teacher thought I was a freak when I ran into the classroom the next day and would not stop thanking her for teaching the kids about process flows. But I digress.

What this means is many of us got into a BA career without any kind of formal training. It is critical for newcomers to get foundational training on the techniques available to business analysts. The projects we work on are critical to the success of our companies. How can we expect consistent positive outcomes from those that have not been trained properly? Why is this tolerated in our field?

Education is on-going and not a one-time event. You don’t go to a class and check off a box saying you did the education piece. I hope blogs like mine and others are educational. There are more advanced classes, books, conferences, online forums dedicated to business analysis and, of course, your local IIBA chapter. My advice is never stop learning.

Before we move on, I want to make sure everyone knows my background/bio. I do work for a business analysis training provider, B2T Training.

Support

In the United States, January is National Mentoring Month (NMM). Created by the Harvard School of Public Health and MENTOR, NMM is marking its ninth year in 2010. By focusing national attention on the need for mentors, as well as how each of us-individuals, businesses, government agencies, schools, faith communities and nonprofits-can work together to increase the number of mentors, we assure brighter futures for our young people. I think it is wonderful that these organizations are promoting mentorship for children. Learning at an early age the value of having a mentor or mentors will help these children succeed in life.

Now more than ever it is so important for us as business analysts to find a mentor. At the same time, we should open ourselves up to become mentors for someone else. It is very enriching to be a mentor. Without mentors, BAs will continually be set-up to fail.

A mentor is someone with experience in a field or subject that helps a less experienced person advance in their career. In the past, companies had a layer of management that moved up the ranks. Part of their role as a manager was to guide and mentor the less experienced team members. Although I am seeing a shift in that BAs are growing up to manage BAs, there is still a large gap. Many BAs are managed by people who have never played the role of a business analyst. This presents the situation where many BAs cannot look to their manager for guidance around the BA activities they do day in and day out. We need the support because we can’t do this alone. Even the greatest Jedi to ever live, Luke Skywalker, had a mentor in Obi-wan Kenobi. Find a mentor that can help you grow as a business analyst.

Behavior Change

It is not enough to get the education you need and find a mentor. You have to make the commitment to change. At times, I am just as guilty as the next person when I come out of a training class/seminar. I am fired up and excited just thinking about how I am going to implement all these new things I learned. I wake the next day, bounce out of bed, and I rush to the office. I sit in my chair day-dreaming about all the new skills I have, and then do the same thing as I did prior to training. This is natural. Sometimes it is hard to determine which of the new skills you should try out and when.

My suggestion is start small and keep building. Brad Childress, the Minnesota Vikings head coach, said he starts his rookies off with a small menu, but with deep knowledge. In other words, he gives his rookies a few plays to focus on instead of the entire playbook. As the rookie gets comfortable with the few plays, he adds more to their plate. Use this philosophy as you learn new things. Don’t try to make a complete change all at once.

Take a few minutes to think about where you may need some education and look for avenues to acquire what is necessary. If you don’t have a mentor, please begin your search to find at least one. Lastly, begin changing your behavior now in small chunks. I think we all know Albert Einstein’s definition of Insanity: doing the same thing over and over again and expecting different results. Together let’s stop the insanity.

All the best,

Kupe

Don’t forget to leave your comments below


Jonathan “Kupe” Kupersmith is Director of Client Solutions, B2T Training and has over 12 years of business analysis experience. He has served as the lead Business Analyst and Project Manager on projects in various industries. He serves as a mentor for business analysis professionals and is a Certified Business Analysis Professional (CBAP) through the IIBA and is BA Certified through B2T Training. Kupe is a connector and has a goal in life to meet everyone! Contact Kupe at [email protected].

A Note of Thanks

I attended training with a new client last week.  The trainer and I work together to educate the client, begin gathering requirements and help relate the material more directly to the client’s business needs. 

As our session ended Friday the project sponsors pulled me aside to offer their thanks.  That got me to thinking, “I did my part and so did a lot of other people.” 

I’d like to offer my thanks to just some of the people who make my job possible at Plateau Systems:

  • Product Management and Product Engineering for making a great product.
  • Members of the Public Sector practice for coaching and guiding me.
  • My manager Scott Hardy for assigning me to challenging projects most suited to my skills.
  • Brett Lewis for developing the Solution Design Document I use to guide decisions in client meetings.
  • Andrea Malone in HR for handling benefits issues so I can focus on my job.
  • All the Business Analysts at Plateau ready to respond to email at a moment’s notice.   Sometimes I don’t know how I’d solve problems otherwise. 
  • All the trainers at Plateau who trained me and train my clients. 
  • The Plateau Technical Services Organization for creating the virtual environment running our enterprise application.  It allows me to run the Plateau application on my laptop where I test out scenarios for clients on the spot.

There are many others inside and outside Plateau Systems, including mentors, friends, and family that have helped my professional development. I could not possibly mention them all.

To all of you A BIG THANK YOU!!

Sincerely,

Jonathan Malkin


Jonathan Malkin is a Business Analyst at Plateau Systems.  Jonathan provides configuration, integration, documentation, and deployment support services for a leader in Talent Management Systems.  Jonathan’s areas of support include 21 CFR Part 11 Validation, SF-182’s, EHRI compliance and customizations to COTS software for which he has won multiple awards.  His experience includes work in the federal government, telecommunications, mortgage and banking, and custom software development industries.  Plateau Systems is a leading global provider of adaptable, unified web-based talent management software, content and services to onboard, develop, manage and reward talent.

Jonathan may be reached by email at [email protected] or by visiting his LinkedIn page at http://www.linkedin.com/in/jmalkin.

Fed-Gov Learning Management

Business analysts are masters at adaptation and learning.  A BA can be dropped into any situation and quickly learn everything necessary to get the job done.  A business analyst must quickly become a subject matter expert in his or her domain. 

Learning Management Systems (LMS) for U.S. Federal Government clients is the domain I currently serve.  My first task in entering this position was to identify the key knowledge areas unique to this domain and become an expert in them.  This month I explain the key LMS concepts for Federal Government clients: EHRI and SF-182.

“Enterprise Human Resources Integration (EHRI) is one of five OPM led e-Government initiatives designed to leverage the benefits of information technology”, http://www.opm.gov/egov/e-gov/EHRI/.

EHRI requires that federal agencies report all training data on federal employees to (Office of Personnel Management (OPM).  This gives OPM, Congress and the President ready access to training data across all federal agencies.  Training records are maintained across agencies so if an employee moves from Department of Labor (DOL) to Department of Homeland Security (DHS) their training is ultimately reported to the same repository.

Training data is organized in two major categories: Internal and External.

Internal Training

Internal training is training delivered by an agency to its employees.  Typically this training takes place on-site and does not require travel accommodations or other travel expenses.  Internal training includes instructor-led and online courses.  Internal training typically does not require a provisioning process to allocate money to pay for training and travel. 

External Training

External training is training delivered by an external vendor.  External training typically requires provisioning money to pay for the course and for travel and accommodations.  External training includes instructor-led courses, conferences, and workshops.  To facilitate the provisioning process the federal government requires an SF-182 form submitted by the employee.

The SF-182 is submitted through an approval process that most likely includes the employee’s supervisor and the finance or budget department.  The employee attends training then validates the actual expenses, course dates, and attendance.

Conclusion

EHRI is a major initiative in the Federal Government to create an electronic record for every government employee.  Each employee may be tracked independent of agency assignment.  There are many technical challenges in integrating this data that will take several years to resolve.  I look forward to a day when federal employees may track their career including training throughout their government service.

The Case for Establishing an Internal Business Analysis Certification

With the growing importance being placed on professional certification like the Project Management Professional (PMP) and the Certified Business Analyst Professional (CBAP), setting up an internal business analysis training program, in partnership with an Endorsed Education Provider (EEP) of the International Institute of Business Analysis (IIBA) might make sense for many companies.

The result would be a designation that would combine the best practices of the business analysis profession with the specific organization’s corporate strategy, business domain model and project management lifecycle. This is possible through a single certification process established internally in an organization.

An internal certification program for business analysis should be a joint effort between a company’s training department and its established BA Center of Excellence.

Objectives of an Internal BA Certification Program

There are many goals to be achieved by establishing an internal BA certification program:

  • Raise the performance standards for business analysts within the company. 
  • Educate BA staff about proven best practices amongst the company’s various departments. 
  • Align industry standards with the company’s standard project management lifecycle and system development lifecycle methodologies. Thus, management doesn’t have to worry about their company’s BA staff utilizing analysis techniques and methodology standards that their company may not recognize. 
  • Additionally, such a BA certification would align IIBA best practices and methodology standards with the company-wide BA procedures and audit practices. 
  • Provide a training outlet within the company for BAs to gain PDUs (professional development units) with the IIBA (or other professional organizations) as well as CECs (continuing education credits) with academic institutions. This is accomplished by partnering with a vendor approved by the IIBA, which will ensure that the majority, if not all of a company’s BA staff, will receive the same quality training.

Training Vendor Partnership

Partnering with a training vendor is critical to the overall success of an internal certification program for the following reasons: 

  • BA staff from different departments will receive the same quality training and tools. 
  • BA staff will be seeking external training opportunities as a last resort. 
  • Most training vendors provide a discount for a group of class registrations from the same company. As an added measure of ROI (Return On Investment), partnering with a training vendor will save the company training costs.

Internal Certification Structure

An internal certification program should be structured with key educational design factors in mind: 

  • To be certified, candidates would be required to pass an examination with questions based on the core knowledge areas of business analysis as well as experience/scenario based short essays. This would be a single examination encompassing all the core knowledge areas that make up the BA profession, in addition to the company’s standard project management lifecycle and system development lifecycle methodologies. 
  • Candidates would be required to complete a minimum number of annual volunteering/activity hours with the company’s BA Center of Excellence and/or their local IIBA Chapter (in case only one exists.) 
  • Candidates would be required to complete a set number of courses (or be waived by passing knowledge/skills assessment for each course). An ideal outline of BA courses would include the following:
    Course Outline Mandatory for BA Career Levels
    1) Corporate Strategy and Business Domain  BA-1, BA-II
    2) Advanced Knowledge of the Business  BA-II, BA-III, Senior BA
    3) Introduction to Business Analysis  BA-I
    4) Overview of the Organizational  SDLC BA-I, BA-II (optional)
    5) System Design Concepts  BA-I, BA-II
    6) Essentials of Risk Management and Validation  BA-I, BA-II, BA-III
    7) Business Process Modeling  BA-I, BA-II, BA-III, Senior BA
    8) Business Requirements Elicitation and Management BA-I, BA-II, BA-III, Senior BA
    9) Advanced Business Analysis BA-III, Senior BA (optional)

  • Provide an outline of optional courses in business analysis for non-BA staff interested in business analysis or who perform occasional BA roles, such as project managers, developers and testers.

So you can see, establishing an internal BA certification would be of great benefit to many corporations and forward-thinking organizations, regardless of size. This would ensure that the organization has the near perfect talent pool of BA skills and knowledge from both industry-wide and internal corporate points of view. Thus, an organization’s BA staff can more realistically balance internal project weaknesses and strengths with external market threats and opportunities.


Youssif Ansara is an IT Business Consultant who has worked with various industries including oil and petrochemicals and health care insurance, as well as entrepreneurship in the education sector. He gained his expertise from his involvement with technical business analysis and human resource management, both in the United States and abroad. He is an avid advocate of usability testing in both the public and private sectors to ensure that their systems are widely accessible. He does this by conducting accessibility assessments and public speaking about Section 508 of the Rehabilitation Act as amended by the U.S. Congress in 1998 to ensure that electronic and information technology can be accessible to people with disabilities. Youssif Ansara, can be contacted at [email protected]

© Youssif Ansara, 2007