Nathaniel Packard
IIBA – International Institute of Business Analysis
Brenda Byers, I.S.P., ITCP, PMP, TOGAF9
CIPS – Canada’s IT Professional Organization
2014 Workshop and Plenary
Goal: To validate the competencies proposed so far from the June summit
Review the process to date
Review the format of the
competencies definitions
Review the documented
competencies so far
Determine next steps
Presented for background and
understanding of terms
Approve the current format
Approve the competencies so far
Validate direction
2014 Workshop and Plenary
June 11-12, 2014 Summit – Lockheed Martin, Philadelphia, PA
Competency Workshop Objectives
Define competency categories
Determine the knowledge , skills, abilities (ie. Competencies) required in each
category
Assign each competency a mastery-level. The mastery-level is commensurate with
a Role.
For example, Influence - a User Interface Designer would have a mastery-level of 1,
while the Chief Architect would be assigned a Level 4.
This will lead to:
Position/ role descriptions
grouping the Position Family Competencies - Common to whole family
grouping a set of Leadership competencies
Completing a Competency Dictionary and map
A clear, consistent, understandable and transparent progression path
How to enter, and exit, and navigate and progress the career path
2014 Workshop and Plenary
EA Position
Families
Enterprise
Arch.
Solution Arch.
Design &
Analyst Arch.
EA Position
Roles/ Paths
Security
Infrastructure
Technical
Competencies
(categorize
and list)
Management/
Leadership
Foundational /
Core
Technical
Levels of
Proficiency (4
to 6)
Understanding
Applying
Analyzing/
Evaluating
…
Creating
FEAPO 2014 Workshop and Plenary
Included IEEE, Business Architecture Guild, IIBA, BCS, SFIA,
Software Assurance Competency Model
Competency categorization
Really just for structure and organization
Competency specification:
<learning outcome> “-” <skill reference code> I <guidance reference> “= “<required proficiency level>
Similar to BTM document ex. SFIA-PRMG=3
Proficiency level use Bloom or come up with our own or even map to
something like SFIA
2014 Workshop and Plenary
1. Remembering: Retrieving, recognizing, and recalling relevant knowledge from long-term
memory.
2. Understanding: Constructing meaning from oral, written, and graphic messages through
interpreting, exemplifying, classifying, summarizing, inferring, comparing, and explaining.
3. Applying: Carrying out or using a procedure through executing, or implementing.
4. Analyzing: Breaking material into constituent parts, determining how the parts relate to
one another
and to an overall structure or purpose through differentiating, organizing, and attributing.
5. Evaluating: Making judgments based on criteria and standards through checking and
critiquing.
6. Creating: Putting elements together to form a coherent or functional whole; reorganizing
elements into a new pattern or structure through generating, planning, or producing.
2014 Workshop and Plenary
Source: http://www.slideshare.net/mrjportman/blooms-taxonomy-short-version
Ref
Competency
Standard
AT-1
Systems thinking – The ability to understand how processes within a system influence
each other within the whole.
BLOOM=2
AT2
Creative thinking - The successful generation and productive consideration of new ideas
or the application of new ideas to resolve existing problem (IIBA)
IIBA=B3
AT-3
Problem solving – The resolution (both reactive and proactive) of problems throughout SFIA-PBMG=B3
the information system lifecycle, including classification, prioritisation and initiation of
action, documentation of root causes and implementation of remedies to prevent future
incidents. (SFIA-PBMG: problem management)
AT-4
Strategic thinking - The capability to recognise and exploit business opportunities
provided by IT, (for example, the Internet), to ensure more efficient and effective
performance of organisations, to explore possibilities for new ways of conducting
business and organisational (SFIA-INOV: innovation)
AT-5
…
SFIA-INOV=B4
FEAPO 2014 Workshop and Plenary
Ref
AR-1
Competency
Standard
Modeling - Appropriately uses models to represent a simplified view of a complex reality and
IIBA/SFIA=B4
Ensures that information captured in different models is consistent and accurate (IIBA)
The production of abstract or distilled representations of situations to aid the communication
and understanding of existing, conceptual or proposed scenarios. Predominantly focused
around the representation of processes, roles, data, organisation and time. Models may be used
to represent a subject at varying levels of detail and decomposition. (SFIA)
AR-2
Design - the creation of a plan or convention for the construction of an object or a system that BLOOM=4
satisfies stated business objectives
Process - The identification of new and alternative approaches to performing business activities. SFIA-BPRE=B3
The analysis of business processes, including recognition of the potential for automation of the
processes, assessment of the costs and potential benefits of the new approaches considered
and, where appropriate, management of change, and assistance with implementation. May
include the implementation of a process management capability/discipline at the enterprise
level. (SFIA) (BPRE: Skill Business Process Improvement)
AR-3
FEAPO 2014 Workshop and Plenary
Ref
CO-1
CO-2
Competency
Oral - Can communicate effectively in a variety of
situations to ensure understanding (IIBA) (2.4.1)
Written - Can communicate effectively in a variety of
situations to ensure understanding (IIBA)(2.4.3)
Standard
IIBA=B3
IIBA=B3
FI – Finance
Ref
Competency
FI-1
Cost benefit analysis - Prioritizes effectively based on
factors including business value, cost to deliver and time
constraints (IIBA) (1.5.1)
Budgeting
FI-2
Standard
IIBA=B3
BLOOM=5
FEAPO 2014 Workshop and Plenary
Ref
IS-1
IS-2
Competency
Standard
Influence – engendering ‘buy-in’ for new ideas, and reducing resistance to necessary changes (IIBA)
IIBA=B3
(2.5.2)
Negotiation - Encouraging stakeholders to reach win/win outcomes on a regular basis; Understanding of IIBA=B3
political implications in conflicts and negotiates in a politically sensitive manner (IIBA) (2.5.1)
IS-3
Conflict resolution - Ensuring that participants in a discussion correctly understand one another’s
positions; Encouraging stakeholders to reach win/win outcomes on a regular basis; Understanding of
political implications in conflicts and negotiates in a politically sensitive manner (IIBA) (2.5.1)
Effective resolution of conflict;
Developing trust among team members (IIBA) (2.5.3)
IIBA=B2
IS-4
Political savvy - The preparation of a sustainability strategy taking into account any established corporate SFIA-SUST=B3
strategy, Evaluation and inclusion, as appropriate, of political, legislative, economic, social and
technological factors. Identification of major external standards, practices or schemes to be adopted.
Consultation with identified relevant parties, either internal or external. Obtaining agreement to the
strategy and the commitment to act upon it. (SFIA) (as SUST: Sustainability Strategy) also (IIBA) (1.4.4)
FEAPO 2014 Workshop and Plenary
Ref
LE-1
LE-2
LE-3
Competency
Standard
Project Management – Demonstrate the ability to effectively plan, manage and lead a
SFIA-PRMG=4 / B3
business technology project (SFIA) (as PRMG: Project Management)
Portfolio Management - The development and application of a systematic management SFIA-POMG=B3
framework to define and deliver a portfolio of programmes, projects and ongoing
services. Includes the implementation of a strategic investment appraisal and decision
making process based on a clear understanding of cost, risk, inter-dependencies, and
impact on existing business activities, enabling measurement and objective evaluation of
potential changes and the benefits to be realised. The prioritisation of resource utilisation
and changes to be implemented. (SFIA) (as POMG: Portfolio Management)
Effectiveness –
Not a separate
Competency models describe the knowledge, skills, abilities and other personal
competency
characteristics required for a person to be successful in a job and to perform that job
effectively.
A competent person is one who is capable of performing a role effectively and in a fashion
that meets the reasonable standards and expectations of those he or she interacts with.
(IIBA)(Page 7)
FEAPO 2014 Workshop and Plenary
Ref
Competency
MA-1
Decision making – Confidence of the participants in the decision-analysis process that a decision is correct; Decisions are effective in IIBA=B3
addressing the underlying problem; The impact of uncertainty and new information when making decisions can be effectively
assessed (IIBA) (2.1.1)
MA-2
Strategic Planning – The management of the infrastructure and resources required to plan for, develop, deliver and support services SFIAand products to meet the needs of a business. The preparation for new or changed services, management of the change process and ITMG=5/B4
the maintenance of regulatory, legal and professional standards. The management of performance of systems and services in terms
of their contribution to business performance and their financial costs and sustainability. The management of bought-in services.
The development of continual service improvement plans to ensure the infrastructure adequately supports business needs. (SFIA)
(as ITMG: IT Management)
Understands overall business structure, strategy and impact on work efforts (IIBA) (1.4.3)
MA-3
Coaching and Mentoring – Verifying that learners have acquired information that has been imparted to them; Ability of learners to
use new skills or demonstrate new knowledge (IIBA) (2.4.2)
Policy /governance – The establishment and oversight of an organisation's approach to the use of Information and IT, including
acceptance of responsibilities in respect of both supply of, and demand for IT; strategic plans for IT, which satisfy the needs of the
organization’s business strategy; transparent decision making, leading to valid reasons for IT acquisitions with appropriate balance
between benefits, opportunities, costs, and risks; provision of IT services, levels of service and service quality which meet current
and future business requirements; policies and practices for conformance with mandatory legislation and regulations, which
demonstrate respect for the current and evolving needs of all stakeholders. (SFIA) (as GOVN: IT Governance)
MA-4
Standard
IIBA=B2
SFIA-GOVN=5 /
B4
FEAPO 2014 Workshop and Plenary
Ref
TE-1
TE-2
TE-3
Competency
Software applications – Be able to explain software
development methodologies, lifecycle and techniques.
System integration - The incremental and logical integration and
testing of components and/or subsystems and their interfaces in
order to create operational services. (SFIA)
Software quality assurance – “ensuring that the agreed quality
standards within an organization are adhered to and that best
practice is [disseminated] throughout the organization”
(SFIA)(as QUAS: Quality assurance)
Standard
BLOOM=2
SFIA-SINT=5/B3
SFIA-QUAS=3/B2
TE-4
FEAPO 2014 Workshop and Plenary
Expand on competencies in each category
Ensure no gaps exist in competency areas
Map categories to career families to validate consistency
Ensure competencies cover all job descriptions (roles)
2014 Workshop and Plenary