Project Management

Kicking Things Off and Team Introductions

From the Building the Foundation: The BOK on BA Blog
by , , ,
A new collaborative blog featuring the contributions from the core team members of PMI's Foundational Standard in Business Analysis. This blog will provide the community with insight into PMI's development of the standard to generate professional discussions about the content in advance of the scheduled reviews.

About this Blog


View Posts By:

Laura Paton
Joy Beatty
Cheryl Lee
Sue Burk

Recent Posts

PMI's Newest BA Standard and the PMI-PBA Credential

An Update On PMI's Consensus Based BA Standard: The Final Phase

The Link Between Business Analysis and Project Management Processes

Party Like a Business Analysis Rock Star!

PMI’s Business Analysis Standard – What You Have to Gain

Categories: , Business Analysis

Part 1: Meet the Team

Hello and thanks for visiting our new blog. My name is Laura Paton, chair and contributing author of PMI’s Business Analysis for Practitioners: A Practice Guide. Working on that project with an amazing team of authors and subject matter experts was one of the most rewarding experiences in my career. I continue to hear from members of the community how much the practice guide is helping them understand and apply business analysis.  I have received such great feedback about how easy the guide is to use, how comprehensive it is and it is no surprise that practitioners just love the examples!

After its publication, we kept hearing how the community wanted more. I am privileged to be asked back once again, and this time to lead the development of PMI’s foundational standard in business analysis. This publication—which we hope to launch in  2017—will take a lot of what you loved about  the practice guide to the next level. It will answer your requests for a foundational standard that supports the knowledge and practices of the profession. It will also be a body of knowledge reference for the PMI Professional in Business Analysis (PMI-PBA)®  certification.

If you missed the announcement, you can check it out here.

A global development project such as this requires a core team to help oversee the effort and to get things kicked off. To ensure we can deliver the standard quickly, we decided to make the core team small.  But, small in number certainly does not mean small in experience! It is with great pleasure that I introduce to you the core team for PMI’s foundational standard in business analysis. You can even check out their linked profiles for more information.  

  • First off is Joy Beatty PMI-PBA, CBAP - Vice President, Research and Development for Seilevel in Austin, TX.   Joy has published so much in the field of business analysis and has been a frequent speaker at many PMI events.  She has a ton of practical experience and has even authored several standards. All of this and her enthusiasm makes her an important asset to the team.
  • Sue Burk CSM is Principal at Top Five to Seven, LLC based in Wilbraham, MA. Not only does Sue have lots of experience in requirements, business analysis, and project management she is a certified Scrum Master and brings an agile perspective to the team—an essential component in today’s business world. Sue also has extensive standards experience.
  • Cheryl Lee PMP, PMI-PBA, CBAP is President of a Toronto based consulting firm. Much of her work is devoted to the harmonization of the PM and BA roles and has authored a book on the topic. It is also vital to project success so you’ll see that theme in the upcoming standard.
  • And finally, yours truly, Laura Paton PMP, PMI-PBA, CBAP , Founder/Principal of BA Academy, Windermere, FL. I’ve been working in business analysis and project management for over 30 years and, when I’m not writing standards for PMI, I work as a BA coach/mentor, trainer and developer.

Remember this standard is being built by the community, for the community so think of this team as an extension of you!

What’s Next?

Now back to the blog!  Why are we here? Well, for starters, we want to provide you key insights into the development efforts to ensure you remain engaged and informed during this journey. We encourage you to be a part of the process by collaborating with us and among yourselves; by sharing ideas, needs, likes; and yes, letting us know when there are things that need to change.

Our first step is to build off the success of the Business Analysis for Practitioners: A Practice Guide and leverage the extensive PMI research on the topic of business analysis. From this we will assemble an initial outline and then provide the rough draft content through two review processes. Business analysis thought leaders will partake in a subject matter expert review process later this year. And in early 2017, the global community will partake in a public exposure draft review process. Stay tuned for more information about these key reviews.

We have a lot to share, so this is just the start.  In next week’s blog, Cheryl Lee will share her insights about the foundational standard and how it will help support anyone performing business analysis, including PMs and BAs.   Future postings will provide you more insights about the project, stuff about us and maybe even a bit of trivia. And if there’s something you want us to talk about, let us know!

Posted by Laura Paton on: April 04, 2016 03:00 PM | Permalink

Comments (22)

Page: 1 2 next>

Please login or join to subscribe to this item
Congratulations and good to hear about that. The PMI´s Practitioners Guide was a really good work mainly to demostrate how both roles, BA and PM, must interact to assure the solution sucess. After that I have participated as reviewer in the Requirements Mangement practice guide. I hope to be part of this new fundational standerd. Thanks.

Thanks Sergio. We certainly look forward to you participating in our public review process too. Stay tuned here for future announcements about the timeline and expected review window.

Hey Ladys,

thx for introducing the core team and the provided information. Excited to hear more about that development. Since i am planning to go for PBA this year i am very interested in all that related informations.
Just curios but why there are only women in the core team ... ;)



Markus: in my personal experience, women are the best business analyst mainly when performing elicitation and analysis and lot of questions have to be made. And when I talked about personal experience I am including the fact that I am maried from 20 years ago and I have a 18 years old daughter. (hehehehehehehe)

Markus congratulations on your decision to move forward on the PBA! You’ll definitely want to stay tuned here for frequent updates on the development efforts.

Nice info

Congratulations, all women team
Nice to learn of an update.

I have look at taking the PBA certification, but all have have seen is IT, IT and IT. To me IT is a tool to improve business, not an end.

Business Analysis should look at the enterprise.

Vincent: please let me comment. I have the PMI-PBA certification and I do not understand why you say it is about IT. I understand that it is not IT related only. My comment is not a complain obviously. It is about to understand why and mainly to put your reasons on PMI consideration because I understan that this bolg is cheking by PMI people.

Looking forward to seeing what is next.

I have found the Business Analysis for Practitioners: A Practice Guide an extremely useful reference.

In addition to PPP Guide is necessary other tool to COLLECT and PROCESS HUMANITY and NATURE NEEDS and REQUIREMENTS.

The Business Analysis for Practitioners: A Practice Guide is useful and should be read and applied by any Project Manager (in entire world). The Requirements Management: A Practice Guide is a other complementary guide.


CAUTION: Business Analysis is perfomed (mainly) BEFORE the project (eventually in Program or Portfolio). It can be a separate project, but is MANDATORY and in a very strong relation with PPP.

Sergio, Thanks for you comment. Maybe it is not uniquely target to IT, but all answer I got so far point to IT. Could be that BA I have talked with are just in IT project.
You saying that BA is for enterprise not just IT?

Vincent, I understand your point I have the opportunity to be part of the group that create and define the profession and the first BOK about business analysis.That is because the company where I worked was part of the group of companies hat made that at the middle of the 90. All those companies are hugh companies that were in the process to change from selling products (software mainly) to selling solutions as a means to sell the products. As you know, the first institute that was created is located in Canada. In the very begining, including if you read the first BOK, the BA was defined as a liason between IT and the rest of the organization to create the right solution mainly based on IT because what was visualized at this time is that threre is no possibility for an organization to survive without solutions based on IT.

Continue with my last post, time after people from other part of the world like me demostrate that lot of solutions do not have IT or software component into it. So, time after the definition was changed but in the minetime business analyst was hired to work in IT (the ancient problem to translate business needs to requirements that can be used to create and IT solution) and as you know when you install a definition or position in the market for the first time it is not easy to change it time after. In fact, the first implementations of business analysis that followed the first definition worked then to change it is more dificult. But believe me, business analysis is not related to IT or software only. There are a lot of examples outside there.

This is great news. I have found the Business Analysis for Practitioners: A Practice Guide a useful reference. It not only supports BA practitioners in their day to day work, it also serves as a reference material for PMI-PBA and CBAP certification exams. I look forward to the launch of the BA standard

@Vincent, BA is all encompassing and I can tell you that BA way extends beyond IT. I am currently preparing for CBAP using the BABOK and the revelations about BA have been amazing. I cant wait to utilise the experience to proceed for my PMI-PBA certification

I am a recent member to the PMI. I have found that since the inception of the IIBA, the focus of this practice area is centered towards defining BA work using the various tools and techniques that might be used in an IT project. My inspiration for leaving a career in Accounting (20 years ago) was to do my part to ensure that when a business makes an investment, whether it falls within the realm of IT or not, that the organization realizes their expected ROI. I see the role as that of analyst and advisor, not as a decision maker for an organization. I am looking to enhance my abilities to ensure that my primary customers achieve their goals - the ability to add value to the decisions of an organization regarding strategies and objectives. Hopefully, this forum will help me to find answers to practice questions that will enable me to enhance the effort I extend to my customers.

Great dialogue everyone! I enjoy reading your posts. Sergio is correct in saying that BA work goes far beyond that of IT projects. PMI's Business Analysis Practice Guide discusses that solutions can be broader than IT solutions. Sometimes I see the same confusion about the breadth of the BA discipline you speak of and I think it stems from the fact that so many projects if not IT based have some element of technology to them. Then of course, many models and techniques are strictly used for IT analysis. You just have to keep in mind that many models and techniques can be used and have been used successfully more broadly. I always encourage BAs that I teach to try to get involved on a variety of project types if their organization supports it. Doing so really helps emphasize the value proposition of business analysis across the organization.

I believe that the majority of business analysts work on software deliverables which are accomplished through projects. Over the years, the shelf life of products has decreased, time-to-market has been shortened, and the complexity of the products and the business environment has increased dramatically. First the Business Analysis for Practitioners: A Practice Guide - and now the upcoming Foundational Standard in Business Analysis - will provide the business analyst with the necessary framework and tools to break through this complexity, absorb it on behalf of their stakeholders, and deliver valuable solutions through projects.

Couldn't agree with you more, Elizabeth!

Fantastic! I'm in the process of obtaining this credential and this blog site will definitely help in studying for the exam and hearing more from others' experiences.

Page: 1 2 next>

Please Login/Register to leave a comment.


"Humanity has advanced, when it has advanced, not because it has been sober, responsible and cautious, but because it has been playful, rebellious and immature."

- Tom Robbins