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Sketchnote Sceptic?

Visual thinking skills and the creation of visually engaging outputs are becoming more popular and prevalent. Is this a valuable business skill, or a forgettable fad?

What Are Sketchnotes?

The technique was defined and developed by Mike Rohde, and is closely related to other visual disciplines such as graphic recording, visual meeting facilitation and rich pictures.

Sketchnotes combine words and visual elements, to create a record or convey information. The visual elements might include simple sketches, icons and borders. The textual elements can be words or sentences, and make use of different fonts, styles, size and direction. Sketchnotes can be created digitally and by hand – or a combination of both.

The Case Against

Attention seeking?

Sketchnotes often grab our attention, but information filtered through someone else’s brain may arouse more questions than answers. “It’s interesting to see what someone else has learned, but is it helping me learn anything?” The usefulness of other people’s sketchnotes is very variable.

It’s for creative-types!

The professional sketchnote images we see can make us feel inferior. “I wouldn’t know where to start” and “I can’t draw” seem like valid barriers to trying this technique.

All the stuff

As with most aspects of our lives, there are a lot of options. This can translate to what feels like a lot of decisions to make, and “I don’t have the right pens/software/tablet…” can lead to an outcome of ‘do nothing by default’.

Really Listening

People speak quicker than we can write (or draw). If we are concerned about creating an attractive output, this might mean we miss something.


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The Case For

Attention seeking?

There is no obligation to share our sketchnotes. We can all experiment with sketchnoting free from the pressures of other people’s opinions. The time may come when we create something to be proud of, and would genuinely be of use to others, but equally the notes are personal and do not have to make sense to anyone else.

It’s for creative-types!

The fact that professional photographers publish beautiful images does not stop the rest of us of using our phone cameras! Creativity is a skill that can be practiced and improved, not a set aspect of personality. We don’t need permission to try something creative, even if it’s outside our usual approach.

All the stuff

Though it would be tempting to believe the right equipment and software would take significant investment of time and money, the reality is that we have everything needed to try it. A pen, some paper, and something to learn or remember.

Really Listening

With the growing amount of virtual input – TED Talks, webinars, online events, remote meetings, we can easily become distracted or attempt to ‘multi-task’. Sketchnoting provides a mechanism to give our full attention to the situation at hand. Distilling the key messages is easier with sketchnoting than traditional notes!

BA Oct16 20

Source: qaspire.com. Image reproduced with permission.

Sketchnote Skills

Listening and comprehension skills are more important than drawing skills for creating great sketchnotes.

People often use visual imagery when speaking, mention anecdotes and use metaphors. By picking out these visual clues, we can enrich the linear verbal information to create a connected visual record. Learning a very small number of icons can build the confidence to add images to notes.

Conclusion

Sketchnotes provide a lasting record of personal development activities; including books, events and training. Over time this builds to a library of knowledge we will be happy to revisit, to reactivate and refresh the learning.

If we let go of the desire to be perfect, and the narratives we tell ourselves about ‘not being creative’ and ‘no good at art’, we can move away from the ubiquitous pages of text and bullet points. We can create engaging outputs that help us remember more, synthesise information and make connections. 

Resources

Mike Rhode, The Sketchnote Handbook (2012)

https://rohdesign.com/sketchnotes-1

http://qaspire.com/sketchnotes/

www.meetup.com/TheVisualJam

https://graphicsmadeeasy.co.uk/

How to Level Up your Business Analyst Career

As a forward-thinking Business Analyst, this question is probably crossing your mind frequently.

You’ve established yourself in your career, but you may feel stagnant, eager for a change of scenery or simply ready to learn something new. In a competitive job market, Business Analysts need career know-how to navigate their next steps to keep their work fulfilling. Read on for simple steps you can take to take your Business Analyst career to the next level.

Understand Which Career Path You Want

To get an edge on advancing your career, you need to know where you want to end up. Business Analysts can take their careers in any one of a variety of directions. It all depends on your interests, strengths and opportunities.

As you move through your career, you’ll see that job titles and descriptions become more specialized and specific based on industry and skills. If you’re interested in the tech industry and you’re good at bridging technical work with communicating specialized ideas, a role as an IT Business Analyst could be a great fit. If you’d prefer to work in a variety of industries doing C-level consulting, you may consider a path into a Management Analyst position.

These are just a couple of examples of advanced and in-demand career paths for Business Analysts. Collabera and New Horizons Computer Learning Centers have detailed descriptions of directions that Business Analysts may take as they move throughout their careers.

Find a Mentor

A mentor is a great industry-specific resource for everything from day-to-day questions to giving insight into career decisions. Mentor-mentee relationships can begin organically, like with a trusted superior at work, or you can seek one out with a networking program. The International Institute of Business Analysts (IIBA) hosts local chapters where you can meet other analysts at different points in their careers, and they are forming a mentorship program for members.

A mentor should be someone you can see regularly, perhaps daily or weekly, and who can get to know you and your work habits well. Ideally your mentor is someone at your company, but a former colleague or even a professor can make a great mentor too. With a mentor, you’ll form an ongoing bond that will evolve as your career goals change.


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Get a Career Coach

While mentors are typically fellow Business Analysts, career coaches are professionals who operate from a higher level as they help you seek out new opportunities. They may not be Business Analysts themselves, like a mentor would be, but they have plentiful resources for networking, optimizing your soft skills, and helping with resumes and cover letters.

Career coaches often focus on a local region where they have expertise on the job market. They meet with their clients for sessions lasting up to a couple of hours for a flat fee. Virtual and nationwide services are also available through organizations like TheMuse. If you plan on meeting with a career coach, make sure you have an idea of what you want to accomplish during your session and have documents like your resume and work history handy.

Take Classes

Your experience as a Business Analyst doesn’t have to come solely from formal education or on-the-job projects. Taking classes allows you to improve existing skills or add new skills to your resume through cheap and accessible means.

Business Analyst networking groups, like the IIBA, hold specialized workshops to help you hone your skills and learn from other Business Analysts. If you prefer self-directed learning, there are free online resources with high-quality trainings for Business Analysts, like LinkedIn Learning, where you can earn certificates to display on your profile. Coursera also has a free curriculum that specializes in business analytics with courses designed by The Wharton School of the University of Pennsylvania. These courses are great if you have a specialty field in mind where you may be lacking competencies.

Volunteer for Challenging Projects

If you feel stagnated in your current role, be on the lookout for opportunities to challenge yourself. Offer your input in projects that may be out of your usual comfort zone so that you can learn with skilled colleagues or step forward to tackle an issue you found in day-to-day processes. No matter the project, be sure to ask for help when you need it—that’s one of the best ways to grasp new concepts and skills. By taking on challenging projects, you’ll not only gain experience, but you’ll also establish yourself as someone who takes initiative.

Invest in Soft Skills

While it makes sense to devote your time to expanding your technical skills, don’t let soft skills fall by the wayside. Soft skills are qualities and interpersonal skills that are less “trainable” than hard skills, but translate to every role in every industry. Soft skills include conflict resolution, negotiation, communication skills and more. Usman Haq details important soft skills for Business Analysts in his article in BATimes. These skills are acquired and practiced daily, so be mindful of opportunities to hone them. LinkedIn Learning also has courses on soft skills so you can study at your leisure.

Are You Ready to Take Your Career to the Next Level?

Being a business analyst entails wearing a lot of hats. Conquer your career path by understanding your long term career goals, find a mentor and a career coach to help you reach those goals, take classes for both hard and soft skills and don’t be afraid to raise your hand for big projects.  As you take these small steps, your future in Business Analytics will unfold.

Five Crossword Tricks to Help Pass Certification Exams

I love to complete crossword puzzles. More than a pastime, they are more like an addiction for me.

At any one time I have 3-4 different puzzles in progress, of varying levels. I am no expert, but I have learned a few techniques that surprisingly matches advice I have given over the years to help candidates pass their certification exams.

You see, it helps to approach your exam like a puzzle. Why is that? The “puzzle” creators, the certification exam writers, devise tricky and challenging questions like a crossword editor does. They are difficult because the exam writers want to test your knowledge of business analysis, project management, agile, security or whatever your certification interest. I think it will be helpful to treat your exam like a puzzle to help get in the right mind frame.

To that end, I have developed a few tricks over the years to help me solve crossword puzzles. Here are five of my best tricks and an explanation of how they apply to cert exams.

1. Skip over hard answers – work the easy ones first.

No matter how easy or difficult a puzzle I work on, there are always some clues and sections that are easier than others. Use those to help answer harder ones and to build confidence. Leave answers blank you are unsure of and only lightly pencil in those you are partly sure of.

CERTIFICATION APPLICATION: Skip hard questions and leave them blank the first or second time through your exam. Exam creators like to devilishly put hard questions near the beginning to test your meddle. It is easy to spend 10 or more minutes on early difficult questions, which leaves you that much less time for the remainder. Skip them! From my own and others’ experience, difficult questions are easier the 2nd or 3rd time through.

2. Rely on patterns to figure out answers you are unsure of.

When I am uncertain of a crossword answer, I find it helpful to look at surrounding words and letters for clues. In English, certain letter combinations are more common and others will not occur at all. For example, if a word ends in “K,” odds are the preceding letter is an A, E, C, L, N, R, or S.

CERTIFICATION: APPLICATION: Look for distracters (e.g., oxymorons like “assumption constraint”) to spot incorrect answers. Look for answers that have 3 commonalities between them and one that does not (odds are good that is the correct answer, but not always.) Wording from one question can help you with others (this happened on every certification exam I took).


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3. Make sure you understand the correct meaning of a question.

Clever crossword editors use clues that could have several meanings depending on how you interpret them. For instance, a simple clue of “Free” on a puzzle I just finished could mean the verb “to free” or the noun “to be free”. It could be free of cost, free of constraint, or carefree, such as “free and easy.”

CERTIFICATION APPLICATION: Just like clever crossword editors, clever exam writers try similar tricks to make you think and not just recall. For instance, suppose you encountered a question that makes common sense but contradicts your body of knowledge. Once example I remember from my PMP preparation had to do with paying bribes to get a project approved in a foreign country where that was common practice. That option would not be the correct answer because it violates the PM Body of Knowledge (PMBOK Guide®).

4. Use multiple iterations to complete your answers.

I have heard of expert puzzlers who complete the Sunday New York Times in one sitting (in ink no less). Most people cannot do this and on difficult puzzles I need several attempts to complete it and I always use a pencil!

CERTIFICATION APPLICATION: Unless you are an expert test taker, expect to do two or three iterations of reading through and answering questions on your exam. If you follow rule #1, you should leave blank every hard answer on your first read-through. You should also flag any questions you are partly sure of as mentioned in rule #2. From observations in teaching numerous certification classes I know the importance of this. After practice exams in class, many students reported they changed an answer or two only to discover their first one was correct. Do not let this to happen to you on your exam! Leave answers blank until you are sure of them.

5. Use your best guess if you must.

Sometimes I will write down a crossword answer even if I am not sure of it. I do this more often near the end of a puzzle to help me with adjacent answers. Confession: I have been known to fill in words to complete a puzzle just so I can finish it and move on.

CERTIFICATION APPLICATION: If your time is nearly up and you have unanswered questions, by all means use your best guess. There is no penalty for guessing, only for not answering a question. Try to pace yourself so you have time to make an educated guess. If you are seriously close to the end, put down any answer. In other words, like a crossword, go with those “lightly penciled in” answers. One of my students early on told me an urban myth that answer “b” occurs most often in exams. I am not sure if that is true but putting answer “b” on say five blank answers probably ensures you get one or two of them correct.

I have worked with certification preparation and exam strategies for many years, including training countless candidates. One common denominator among virtually all my students has been exam anxiety. We all face it and there is more than one approach to combatting it.

Treating an exam like a puzzle is one approach to reducing exam anxiety by providing strategies for navigating difficult questions on your exam. Using crossword tricks like the ones outlined above can help reduce your exam anxiety and improve your score. Let me know what you think and share your own tricks that have worked.

What, me Worried? Five Tips to Improve Study and Comprehension for Passing Certification Exams

Studying for and passing a certification exam is challenging and anxiety-producing.

I admit to feeling stressful each time and spending numerous hours preparing for my exams. It helped me in all cases to memorize key aspects of the underlying Body of Knowledge, which exams like CBAP, PMP, or PMI-PBA are based on. Even in an exam designed to be application-oriented vs. recall-based, memorization is still helpful. Relying on your experience to help you answer questions correctly is not a winning strategy.

Given these exams are based on their applicable bodies of knowledge, you need to learn and memorize critical parts of them to apply your knowledge accordingly.

When I attended college many years ago, I majored in psychology. It was an interesting major, but I did not pursue anything directly related to it. One aspect of my studies that has been useful in my career in the training field has been the psychology of learning. Here are 5 tips to improve how you learn and help you remember important concepts for your certification exam.

  • Regular studying. It is generally more helpful to study in smaller chunks and do it regularly. Set up a schedule that you can comfortably maintain and won’t be a burden on your life or family. I recall a favorite morsel of mine from a psychology class in college: “resting improves retention.” I was fond of joking about the importance of resting and when I took breaks from studying, I claimed to not be goofing off, but improving my retention!

Since resting does enhance retention, schedule 2-3-hour blocks of time that you can commit to. Try to avoid marathon 40-hour, week-long cram sessions right before your exam.

  • Use acronyms and mnemonics. At Watermark we have long been fans of mnemonics to help improve retention. So, what are mnemonics? The web site GradePower Learning describes them as “Associating the first letter of each item with a word, phrase, or rhyme, [and] can make information easier to recall. These tricks are especially useful to help remember lists and ordered information.”[1]

Given the wealth of information you need to absorb to pass an exam, mnemonics are useful to many people. They help you memorize what may seem like arbitrary lists or, if not arbitrary, then perhaps new or unusual items. For example, when I studied for my PMP I was not familiar with all the ways to handle risk. I knew a couple of them, but not the “official” ways to handle risks. The four types in alphabetical order I had to memorize were accept, avoid, mitigate, and transfer.

Using the first letter of each type yields AAMT, which is not very memorable as a mnemonic. If you rearrange the letters an anagram results in MATA, still not a memorable word – unless it makes you think of the spy Mata Hari from World War I! I remembered the 4 risk responses by thinking it was “risky” to be friends with Mata Hari and I had my mnemonic.

  • Use a chaining technique. Like a mnemonic, a chain is used to “Create a story or sentence around a bit of information so that it can be more easily recalled.[2] An example of chaining would be our mnemonic “ASGIP.”[3] It applies to the 5 tasks in BA Planning and Monitoring for the CBAP and CCBA exams:
    • Plan the Business Analysis Approach
    • Plan Stakeholder Engagement
    • Plan Business Analysis Governance
    • Plan Business Analysis Information Management
    • Identify Business Analysis Performance Improvements.

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By itself, the mnemonic is meaningless, but you could invent a sentence like “A Significant Goal Inspires Planning” and then it becomes easier to recall the main parts of the tasks.

Some people prefer the mnemonic contain the same words as the items you are memorizing. That is helpful but can be more difficult. For the above example the chain might become “Approach Stakeholder Governance using Information Performance.” (I had to insert the word “using” to make the chain work for me.)

  • Use acrostics. A variation of the chaining technique is called acrostics, which “are words comprised of the first letters of other words.”[4] To help memorize a formula such as Earned Value (an important PMP formula), you could create a type of acrostic called “WPtAB.” Expanded, it means Work Performed times Approved B It’s based on the PMBOK definition of the concept: “Earned Value (EV) is the value of work performed expressed in terms of the approved budget assigned to that work for an activity or WBS component.” You still need to recall the acrostic, but it serves as a memory conduit and triggers your recall.
  • Repetition cements learning. The chegg.com article mentions repetition in 4 of their tips for studying[5]. Here are their tips applied to studying for a certification exam:
    • Listening. Have a friend read flashcards out loud to you and answer verbally. Doing flashcards by yourself is fine but using auditory and verbal channels adds additional learning dimensions.
    • Doing. Do practice exam drills and simulations until you achieve scores of ~80%. This may mean answering several hundred or even thousands of questions to achieve the benefit. A caveat: the repetition is not meant to memorize the practice questions, but to solidify knowledge of the underlying material.
    • Writing. Take notes as you read a body of knowledge or study guide. Create your own flash cards and practice exam questions. Write out “memory sheets” of important concepts, especially those you have difficulty remembering. For me it was helpful to write out various formulas like PERT and Earned Value for my PMP exam study.
    • Reading. We encourage reading the relevant body of knowledge for your exam at least once, then read a study guide or re-read the BOK to get the benefit of repetition. Re-read your “memory sheets” to reinforce important or troublesome items.

Exams based on Bodies of Knowledge containing 500+ pages of information can be daunting. I described 5 techniques and know there are many others. Using techniques like those described above will improve your comprehension and increase your confidence. Plus, memorization can help after the exam – I still use MATA and similar mnemonics to this day!

 

[1] “8 Memory Techniques for a Better Study Session,” Downloaded March 18, 2020, https://gradepowerlearning.com/8-memory-techniques-better-study-session/.

[2] “8 Memory Techniques for a Better Study Session”

[3] Richard Larson and Elizabeth Larson, CBAP Certification Study Guide, 3rd Edition (Watermark Publications, 2018)

[4] “How to Improve Memory for Studying in 27 Ways”, downloaded March 18, 2020, https://www.chegg.com/study-101/improve-memory-studying/

[5] “How to Improve Memory for Studying in 27 Ways”

EA and ContinuousNext

The Enterprise Architecture Ecosystem continues to evolve in interesting ways.

For example, we could almost speak of EA meaning Ecosystem Architecture in terms of all the potential players, themes, etc., tied to different contexts for doing Enterprise Architecture. We need to look at partners in manufacturing, supply, and logistics scenarios, just as we need to look at potential M&A partners.

But we also need to consider how EA facilitates collaboration between the many varied roles essential to build strategy, scope work, define ultimately comprehensive requirements iteratively and with agility linked to incremental delivery of value. Enterprise Architects must work with Solution Architects, Portfolio/Program/Project Managers, Agile Development Teams, Systems Engineers, and Operation and Maintenance specialists.


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Also considering the velocity of changes in business models and technologies, EA must have a major role in innovation and as an overall Center of Transformation Excellence, whether driven by technical debt or trying to double the revenue of the enterprise in 5 years!

At the latest Gartner ITxpo in Orlando, Florida in October 2018, Gartner thought leaders introduced the concept of “ContinuousNext” after a few years of beating the Digital Transformation drum. EA has a major role to play in ContinuousNext, but only if it becomes a much more mature discipline, more of an Overall Architecture one that can best shine the light on the opportunities of Mastering the Architecture Landscape in all its dimensions.

To become more mature, architecture roles and roadmaps need to be further clarified and better understanding of enablers needed play the roles and execute the roadmaps are essential — EA approaches, tools, and techniques must become better integrated and then accelerators to value. EA must be perceived as Essential Value Added across all priority Value Streams in the relevant ecosystem, so Key Performance Indicators linked to such an outcome must be defined aggressively.