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PM and BA

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Steven Zachary Director| Alberta Health Services Calgary, Alberta, Canada
I hear this question frequently. In fact I just watched a presentation on it last week.

The thinking goes something like this. The roles are close enough that "exceptional" people can do both roles inside the same project.

Another line of thinking goes the roles should be merged.

It makes zero sense in my humble opinion. There's simply too much work for either role to be done well as a combo. It's not that someone can't succeed in a combination role. I think they can, we've all been there once in our careers.

It's just that I don't think one could EXCEL in that type of combination role without offsetting roles or some delegation structure. What are your thoughts and ramblings about the PM and BA relationship?
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Markus Kopko AI Enabler for Project & Program Mgmt | Founder PMotion.ai / The PM AI Coach| PMotion.ai Hamburg, Hamburg, Germany
Hello Steven,

i do completly agree with you!
I just did PMP this august and i am planning to do PBA next year, cause i wanna excel in either role (and do a really good job in the combo role if necessary).
In fact i believe that there is often just one person for both roles (and mostly without any specific education about) may be a main reason that projects often runs in trouble while project progress.

One of my goals for next year is working to convince my company management that a split of both roles would be great beenfit for each project.

Regards,

Markus
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1 reply by Steven Zachary
Dec 31, 2015 11:50 AM
Steven Zachary
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Markus,

I'm trying to write my PMP and PBA this year...i'm a sucker I know but i've procrastinated for two long.

I feel for you if you haven't enjoyed the split of both roles already. It's hard enough to do one job well.

Have you found innovative ways of managing both? Care to share?
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Bruce Wilkinson MBA, PMP Expert Project Manager / Trustworthy Executive Assistant / Business Coach| goBRUCE Business Services Cuenca, Azuay, Ecuador
One of the big factors in this discussion (which seems to generate a lot of ongoing discussion) is the size of the enterprise. It would be very interesting to have some data on the number of PM's working in SMB's vs. large corporations. Small and medium sized businesses have legitimate projects, but often lack project management sophistication and/or resources. Many of them are just dipping their toes into the PM ocean to see if formalizing the process will provide benefits. In this situation any BA will likely be done by the PM. In larger organizations with PMO's, the jobs will have become specialized and formalized.

One happy benefit for both PM's and BA's: as this process of "trying out" formalized PM increasingly takes place among SMB's all over the world, the demand for both positions will increase dramatically.
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2 replies by Rami Kaibni and Steven Zachary
Dec 31, 2015 11:52 AM
Steven Zachary
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Bruce,

That is such a good point. I don't think that trend will change anytime soon because, it makes economic sense to go this route.

If you ever run across that data, please share. I anticipate you are quite right on this one.
Dec 31, 2015 12:04 PM
Rami Kaibni
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I agree with you. It depends on the size of the enterprize and the projects.
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Steven Zachary Director| Alberta Health Services Calgary, Alberta, Canada
Dec 31, 2015 5:58 AM
Replying to Markus Kopko
...
Hello Steven,

i do completly agree with you!
I just did PMP this august and i am planning to do PBA next year, cause i wanna excel in either role (and do a really good job in the combo role if necessary).
In fact i believe that there is often just one person for both roles (and mostly without any specific education about) may be a main reason that projects often runs in trouble while project progress.

One of my goals for next year is working to convince my company management that a split of both roles would be great beenfit for each project.

Regards,

Markus
Markus,

I'm trying to write my PMP and PBA this year...i'm a sucker I know but i've procrastinated for two long.

I feel for you if you haven't enjoyed the split of both roles already. It's hard enough to do one job well.

Have you found innovative ways of managing both? Care to share?
avatar
Steven Zachary Director| Alberta Health Services Calgary, Alberta, Canada
Dec 31, 2015 9:15 AM
Replying to Bruce Wilkinson MBA, PMP
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One of the big factors in this discussion (which seems to generate a lot of ongoing discussion) is the size of the enterprise. It would be very interesting to have some data on the number of PM's working in SMB's vs. large corporations. Small and medium sized businesses have legitimate projects, but often lack project management sophistication and/or resources. Many of them are just dipping their toes into the PM ocean to see if formalizing the process will provide benefits. In this situation any BA will likely be done by the PM. In larger organizations with PMO's, the jobs will have become specialized and formalized.

One happy benefit for both PM's and BA's: as this process of "trying out" formalized PM increasingly takes place among SMB's all over the world, the demand for both positions will increase dramatically.
Bruce,

That is such a good point. I don't think that trend will change anytime soon because, it makes economic sense to go this route.

If you ever run across that data, please share. I anticipate you are quite right on this one.
avatar
Rami Kaibni
Community Champion
Senior Projects Manager | Field & Marten Associates New Westminster, British Columbia, Canada
Dec 31, 2015 9:15 AM
Replying to Bruce Wilkinson MBA, PMP
...
One of the big factors in this discussion (which seems to generate a lot of ongoing discussion) is the size of the enterprise. It would be very interesting to have some data on the number of PM's working in SMB's vs. large corporations. Small and medium sized businesses have legitimate projects, but often lack project management sophistication and/or resources. Many of them are just dipping their toes into the PM ocean to see if formalizing the process will provide benefits. In this situation any BA will likely be done by the PM. In larger organizations with PMO's, the jobs will have become specialized and formalized.

One happy benefit for both PM's and BA's: as this process of "trying out" formalized PM increasingly takes place among SMB's all over the world, the demand for both positions will increase dramatically.
I agree with you. It depends on the size of the enterprize and the projects.
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Rami Kaibni
Community Champion
Senior Projects Manager | Field & Marten Associates New Westminster, British Columbia, Canada
Steven,

Besides what Bruce mentioned, it also somehow depends on the person himself. Some people can and will do, some people canxbut won't do, other can't at all. I mean can't play two in one.
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1 reply by Steven Zachary
Dec 31, 2015 12:36 PM
Steven Zachary
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I think so as well, it's a unique combination of both skill sets that leads to the ability to success in a hybrid role. I have seen exceptional PMs and exceptional BAs try there hand at the dual role. I've also seen them do mediocre jobs at both. It's not practical for someone to do both, however, in a small organization its not a matter of practicality its a matter of economics.
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Sergio Luis Conte Helping to create solutions for everyone| Worldwide based Organizations Buenos Aires, Argentina
Please sorry because I will talk about myself. I have the oportunity to work with the IIBA (first organization about business analysis) and the PMI about all related to define the standards and role definition. From 2010 I have performed conferences about how both roles must interact. Thank God the PMI“s Practitioners Guide for Business Analysis has an item named "Collaboration Point" where you can find the right description (in my opinion) about how both roles work together which is critical into each initiative. Most of us has performed both roles at the same time. I have helping organizations in implementing business analysis role form 1995 up to date. If you ask me, in my personal experience around the world, and when I have mentioned both roles could be performed by the same person (just my case lot of times) I firmly believe it is not good UNLESS the person have the necessary skills to do that. For example, I ever said, if you ask to me as project manager what I need to assure the project success I will say: a business analyst.
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1 reply by Steven Zachary
Dec 31, 2015 12:39 PM
Steven Zachary
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Sergio. You know how much I respect your experience and opinion here, but I have to disagree. Unless you have more hours in the day then me it's not a matter of experience. I have no doubt you could do both and deliver the project, but I have every doubt that if you paired say you and another person with your competence that project would deliver much more value, cost less and not burn you out.
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Steven Zachary Director| Alberta Health Services Calgary, Alberta, Canada
Dec 31, 2015 12:05 PM
Replying to Rami Kaibni
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Steven,

Besides what Bruce mentioned, it also somehow depends on the person himself. Some people can and will do, some people canxbut won't do, other can't at all. I mean can't play two in one.
I think so as well, it's a unique combination of both skill sets that leads to the ability to success in a hybrid role. I have seen exceptional PMs and exceptional BAs try there hand at the dual role. I've also seen them do mediocre jobs at both. It's not practical for someone to do both, however, in a small organization its not a matter of practicality its a matter of economics.
...
1 reply by Rami Kaibni
Dec 31, 2015 12:39 PM
Rami Kaibni
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Very True, as usual, we have mutual agreement.
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Steven Zachary Director| Alberta Health Services Calgary, Alberta, Canada
Dec 31, 2015 12:09 PM
Replying to Sergio Luis Conte
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Please sorry because I will talk about myself. I have the oportunity to work with the IIBA (first organization about business analysis) and the PMI about all related to define the standards and role definition. From 2010 I have performed conferences about how both roles must interact. Thank God the PMI“s Practitioners Guide for Business Analysis has an item named "Collaboration Point" where you can find the right description (in my opinion) about how both roles work together which is critical into each initiative. Most of us has performed both roles at the same time. I have helping organizations in implementing business analysis role form 1995 up to date. If you ask me, in my personal experience around the world, and when I have mentioned both roles could be performed by the same person (just my case lot of times) I firmly believe it is not good UNLESS the person have the necessary skills to do that. For example, I ever said, if you ask to me as project manager what I need to assure the project success I will say: a business analyst.
Sergio. You know how much I respect your experience and opinion here, but I have to disagree. Unless you have more hours in the day then me it's not a matter of experience. I have no doubt you could do both and deliver the project, but I have every doubt that if you paired say you and another person with your competence that project would deliver much more value, cost less and not burn you out.
avatar
Rami Kaibni
Community Champion
Senior Projects Manager | Field & Marten Associates New Westminster, British Columbia, Canada
Dec 31, 2015 12:36 PM
Replying to Steven Zachary
...
I think so as well, it's a unique combination of both skill sets that leads to the ability to success in a hybrid role. I have seen exceptional PMs and exceptional BAs try there hand at the dual role. I've also seen them do mediocre jobs at both. It's not practical for someone to do both, however, in a small organization its not a matter of practicality its a matter of economics.
Very True, as usual, we have mutual agreement.
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1 reply by Steven Zachary
Dec 31, 2015 1:06 PM
Steven Zachary
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I feel like I should disagree with you here for the sake of it.

Rami I disagree....
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