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How to Use this Handbook .1About PMI’s Certification Program .2Overview of the PMI-PBA Credential .3About the PMI-PBA Credential .3Timeline of the PMI-PBA Credential Process .4Business Analysis Role Delineation .5PMI-PBA Eligibility Requirements .6PMI-PBA Application & Payment.7How to Complete the Online Application .7How to Record Your Experience on the Application.8How to Record Your Training on the Application .9Application Processing .10PMI-PBA Credential Fees .11How to Submit Payment .12PMI-PBA Refund Policy .13PMI Audit Process .14PMI Audit Process.14Exam Policies & Procedures .15PMI-PBA Exam Information .15PMI-PBA Exam Blueprint .16Examination Administration .17Special Accommodations for the Exam .18Legal Restrictions on Taking the Examination .19Exam Eligibility .20How to Schedule Your Exam .21Rescheduling/Cancellation Policy for CBT Exams .24Rescheduling/Cancellation Policy for PBT Exams .25Extenuating Circumstances .25PMI Examination Security & Confidentiality .27Examination Site Requirements & Instructions .28Examination Report.31Reexamination .32Certification Policies & Procedures .33PMI Appeals Procedure .33Use of Your PMI-PBA Credential .34
Continuing Certification Requirements (CCR) Program .35About the CCR Program .35CCR/Certification Maintenance Overview .35Work Online .35How to Determine Your Certification/CCR Cycle .36Credential Status.37Professional Development Units (PDUs) .38Why You Should Keep PDU Documentation .39PDU Categories .40Limits on PDU Categories .44How to Transfer PDUs to the Next CCR Cycle .44How to Record Your PDU Activities .45How to Maintain Multiple Certifications/Credentials .46Apply PDUs to Multiple Credentials .47Application, Fees & Audit Process for Certification Renewal .48PMI Code of Ethics & Professional Conduct .49PMI Certification Application/Renewal Agreement .54
How to Use this HandbookThis handbook contains information on how you can apply for the PMI Professional in Business Analysis(PMI-PBA) credential. It applies to both computer-based and paper-based testing candidates.PMI requires that all certification applicants read the entire handbook. The purpose of this handbook is toprovide you with important information about the policies and procedures for obtaining and maintainingthe PMI-PBA credential.This handbook allows you to: Find information on each policy or procedure by clicking on a topic in the left navigation bar. Find tips and important information by reading NOTES throughout the handbook. Access the online application system and other information by clicking on links within this handbook.PMI CONTACT INFORMATIONFor general information about the Certification Program, contact theCustomer Care Service Center in your region. Find this information MI Customer Care email:customercare@pmi.orgUse the online certification system to applyhttps://certification.pmi.orgUse the Online Continuing Certification Requirements (CCR) systemfor credential maintenancehttps://ccrs.pmi.org/PMI Professional in Business Analysis (PMI-PBA) Handbook was updated on 26 June 2015 2015 Project Management Institute, Inc. All rights reserved.Revised: 2015“PMI”, the PMI logo, “Making project management indispensable for business results”, “PMBOK”, “CAPM”, “Certified Associatein Project Management (CAPM)”, “PMP”, “Project Management Professional (PMP)”, “Project Management Professional”, thePMP logo, “PgMP”, “Program Management Professional (PgMP)”, “PMI-RMP”, “PMI Risk Management Professional (PMIRMP)”, “PMI Scheduling Professional (PMI-SP)”, “PMI-SP”, “PMI Agile Certified Practitioner (PI-ACP)”, “PMI-ACP”, “PfMP”,“Portfolio Management Professional (PfMP)”, “ PMI Practitioner in Business Analysis (PMI-PBA)” and “PMI-PBA” are registeredmarks of Project Management Institute, Inc.For a comprehensive list of PMI marks, contact the PMI Legal Department.PMI-PBA Handbook – revised 26 June 2015 2015 Project Management Institute Inc. All rights reserved.1
About PMI’s Certification ProgramPMI offers a comprehensive certification program for practitioners with many different levels of education andexperience. There are currently two certifications and six credentials which are developed and maintainedthrough a vigorous process.The Certification program includes: Certified Associate in Project Management (CAPM) certificationPMI Agile Certified Practitioner (PMI-ACP) certificationPMI Risk Management Professional (PMI-RMP) credentialPMI Scheduling Professional (PMI-SP) credentialPMI Professional in Business Analysis (PMI-PBA) credentialPortfolio Management Professional (PfMP) credentialProgram Management Professional (PgMP) credentialProject Management Professional (PMP) credentialPMI’s certifications and credentials are distinguished by their global development and application, whichmakes them transferable across industries and geographic borders. The roles and tasks of projectprofessionals around the globe are researched and documented to define each credential. The strength ofPMI’s credentials is that they are portable and not tied to any single method, standard or organization.PMI’s certification program is designed to ensure that all certification and credential holders havedemonstrated their competence through fair and valid measures. Steps are taken to ensure only the mostreliable testing measures are used in the assessment of candidates. For example, interviews can beinfluenced by how difficult the interviewer tends to be, how well the candidate is performing that day and evenhow many questions the interviewer asks along the same line of questioning.PMI certifications and credentials are also developed by project management practitioners for practitioners.The certification program is driven by the thousands of certification and credential holders who volunteer tospend time constructing and refining the exam questions. These volunteers represent the diversity of PMI’smarket, coming from every region of the world, industry, job level and experience level. The exam questionsare monitored through industry-standard statistical procedures, also overseen by volunteers.Finally, PMI’s certification program is supervised by the Certification Governance Council (CGC), a committeeof PMI certification and credential holders who have a board mandate to oversee the program.Candidates are assessed by examining their competence using: Reviewing Education and Experience – A combination of education and/or experience in projectmanagement is required for each certification. For example, the PMP requires both trainingspecifically in project management and experience in the role of a project manager by leading anddirecting project teams while delivering project results.Testing Competence – The candidate is required to apply project management concepts andexperience to potential on-the-job situations through a series of scenario-based questions.Ongoing Development – Maintenance of a PMI certification requires the accumulation of ongoingprofessional development and education or, in the case of the CAPM certification, re-certification.PMI Certification Department MissionInitiate, establish, evaluate, maintain and administer a professional credentialprogram to promote and support project management practitionersand the profession.PMI-PBA Handbook – revised 26 June 2015 2015 Project Management Institute Inc. All rights reserved.2
Overview of the PMI-PBA CredentialAbout the PMI-PBA CredentialBusiness analysis is a topic of growing importance in project management. The marketplace reflects thisimportance, as project management practitioners increasingly embrace business analysis as a techniquefor uncovering business needs, managing requirements, and creating effective solutions to businessproblems. The PMI-PBA credential recognizes an individual’s expertise in business analysis, and usingthese tools and techniques to improve the overall success of projects.In addition, the PMI-PBA credential carries a high level of professional credibility. It requires acombination of business analysis training, experience working on projects, and examination on businessanalysis principles, practices, tools, and techniques. This global credential also supports individuals inmeeting the needs of organizations that rely on business analysis practitioners to play key roles on theirproject teams.PMI-PBA Handbook – revised 26 June 2015 2015 Project Management Institute Inc. All rights reserved.3
Overview of the PMI-PBA CredentialTimeline of the PMI-PBA Credential ProcessPMI-PBA Handbook – revised 26 June 2015 2015 Project Management Institute Inc. All rights reserved.4
Overview of the PMI-PBA CredentialBusiness Analysis Role DelineationPMI conducted a Role Delineation Study (RDS) in the development of the credential in alignment withindustry best practices. This study determined the level of importance of each of the tasks, tools andtechniques, and knowledge and skills required to use business analysis principles and practices inproject management. It is the basis for the creation of the examination. The examination for the PMI-PBAcredential is a vital part of the activities that lead to earning this credential. Thus, it is imperative that theexamination accurately reflect the business analysis practices, tools and techniques being used bypractitioners of business analysis.The PMI-PBA Role Delineation states that candidates for the PMI-PBA credential: Perform their duties under general supervision and are responsible for working withstakeholders to define an organization’s business requirements in order to shape the output ofprojects and ensure they deliver the expected business benefit. . Spearhead the discovery, analysis and overall management of the requirements for a project. Demonstrate sufficient knowledge and experience to appropriately apply business analysis toolsand techniques to enable project success.PMI-PBA Handbook – revised 26 June 2015 2015 Project Management Institute Inc. All rights reserved.5
Overview of the PMI-PBA CredentialPMI-PBA Eligibility RequirementsTo be eligible for the PMI-PBA credential, you must meet the following educational and professionalexperience High schooldiploma,associate’sdegree orglobalequivalent). BusinessAnalysisExperience 7,500 hours(5 years) workingas a practitionerof businessanalysis.This experiencemust have beenearned in the last8 years.General ProjectExperience*2,000 hoursworking on project teams.This project experiencecan be inclusive of the7,500 hours of businessanalysis experience listed.Any business analysisexperience that occurredwithin the context of aproject can be included. Training inBusiness Analysis35 contact hours.Hours must havebeen earned inbusiness analysispractices.This experience musthave been earned in thelast 8 years.Bachelor’sdegree orhigher degree(or globalequivalent).4,500 hours(3 years) workingas a practitionerof businessanalysis.This experiencemust have beenearned in the last8 years.*2,000 hoursworking on project teams.This project experiencecan be inclusive of the4,500 hours of businessanalysis experience listed.Any business analysisexperience that occurredwithin the context of aproject can be included.35 contact hours.Hours must havebeen earned inbusiness analysispractices.This experience musthave been earned in thelast 8 years.*Note: for those who hold an active PMP and/or PgMP credentials, PMI has already verified you have exceeded the projectexperience requirements. In other words, active PMP and/or PgMP credential holders will be accepted as fulfilling the generalproject experience requirements.PMI-PBA Handbook – revised 26 June 2015 2015 Project Management Institute Inc. All rights reserved.6
PMI-PBA Application & PaymentHow to Complete the Online ApplicationYou can use our online certification system to apply for all certifications and credentials.Before you begin:Check to make sure you meet the eligibility requirements and canrecord the necessary information on the application.Once you start anonline application: You cannot cancel it. You can save it unfinished, come back to it later, and editany information you already entered. The application will remain open for 90 daysduring which time PMI will send you an email reminder to complete theapplication.Please ensure that the application includes your valid email address as this will be the primary mode ofcommunication from PMI throughout the certification process. Although PMI will email you remindersduring the process, you have the responsibility to schedule and sit for your examination withinthe one-year eligibility period (see Exam Eligibility section of this handbook for more details).NOTE: Electronic communications from PMI may inadvertently be blocked or forwarded to bulkmail folders by some spam filters. Please add customercare@pmi.org to the personal addressbook in your email program to help ensure that you don’t miss important certification notificationsfrom PMI.Before you submit the application, you will be required to read and agree to the PMI Code of Ethics andProfessional Conduct and the Certification Application/Renewal Agreement, which can be found in thishandbook and on PMI.org.You can also use the online certification system to: View your submitted applicationView your examination eligibility statusDownload PMI audit formsDownload your exam report with your pass/fail statusApply and submit payment to take or retake any PMI examination and/or evaluationSubmit payment for certification renewalDownload receiptsAccess your certification record and update your contact informationView your listing on the Certification RegistryPMI-PBA Handbook – revised 26 June 2015 2015 Project Management Institute Inc. All rights reserved.7
PMI-PBA Application & PaymentHow to Record Your Experience on the ApplicationBusiness Analysis ExperienceUse the Business Analysis Experience Worksheet in the application to record your business analysisexperience.Record each business analysis activity you worked on individually. You need a minimum of 4,500 hoursof unique, non-overlapping experience accrued within the last eight years. This means that each monthyou worked on multiple, overlapping activities (projects that ran simultaneously) counts as one monthtoward the total requirement.General Project ExperienceUse the General Project Experience Worksheet in the application to record your general projectexperience. This can include your business analysis experience, as long as it was within the context of aproject. Record each project you worked on individually.You need a minimum of 2,000 hours of unique, non-overlapping experience accrued within the last eightyears. This means that each month you worked on multiple, overlapping projects (projects that ransimultaneously) counts as one month toward the total requirement. Using the example below, the timespent working on Project 1 from January-April would count as four months toward the eligibilityrequirement while the time spent working on Project 2 during May-June would count as two monthstoward the eligibility requirement. However, you cannot count the time working on both projects duringFebruary-April twice. Therefore, Project 1 and P
marks of Project Management Institute, Inc. For a comprehensive list of PMI marks, contact the PMI Legal Department. PMI
