CBAP Application Worksheet

ver. 2.4b
Developed by Watermark Learning
www.WatermarkLearning.com
800-646-9362 n +1-952-921-0900

CBAP Application Worksheet

INSTRUCTIONS

Thanks to Linda Miller, CBAP, PMP for her help on this form.

NOTE: This Excel spreadsheet assumes an average level of Excel expertise to use.

WORKBOOK: How to use this spreadsheet:

Complete the Summary section and list and number each project you worked on.
Summary
The number will help in cross-referencing to the other worksheets.
Copy additional rows for each project you report on.
Project Hours Section
You can look back over 10 years, and need 7500 hours of BA work on those projects.
For each project, list the BA hours you worked.
For example, if you worked 1000 hours on a project, and did 50 hours of PM-related work, and
50 hours of QA work, you would list 900 in the "BA Activity Hours" cell.
The worksheet will total the hours for you. Be sure to blank out the example hours.

Activities by KA Section - Hours

For each project, list the hours you spent on each Knowledge Area for the BA activities you performed.
You do not need hours in 4 KAs for every project, but you will need the 900+ hours in at least 4 KAs
among all your projects. You need to have 900+ hours in at least 4 of the KAs to qualify.
Check the total on the bottom to make sure you have 900+ hours in at least 4 of the 6 KAs.

Activities by KA Section - Percentages

For each project, the percentages spent on each Knowledge Area for the BA activities of a project
will be calculated. The percentages should total 100% for each project.
The worksheet will total the KAs, so you will know when you have reached 100%.
You do not need 4 KAs per project, but you will need experience in at least 4 KAs among all your projects.

Projects

For each project, list the information asked for. The online CBAP application requests all this information.
If any data is optional, it is listed as "Opt." on the worksheet. If a contact has left the organization,
and you dont have a replacement contact name, we recommend listing a generic phone number and
email address for the organization. IIBA will use this to reach your contacts if the audit your application.
Estimate the number of hours per task within each Knowledge Area. The tasks you have hours for will
be the tasks you check on the CCBA application.
Expand the column widths as needed to add your data.
Use one worksheet per project and add additional worksheets as needed.

Developed by: Watermark Learning

www.WatermarkLearning.com/CBAP

800-646-9362
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Page 1

CBAP Application Worksheet

NOTE

Pass this template on to friends and colleagues who want to apply for the CBAP credential.
As a courtesy, please leave our name and contact information on this worksheet.
Contact us at 800-646-9362 for additional copies or more information on CBAP Certification Preparation.
Or, visit www.WatermarkLearning.com/CBAP for more information, including tips to help you
prepare for the CBAP exam.

Developed by: Watermark Learning

www.WatermarkLearning.com/CBAP

800-646-9362
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CBAP Application Worksheet

OVERVIEW
Activities by KA

Activities by KA

(Percentage of Total BA Hours; will be calculateddont enter any values)

(Total BA Hours. Need 900+ in 4 or more KAs)

Nbr Project Name

New Order Entry System
1 AAAAAA

Exmp:

Start
BA Activity
Dates End Dates Hours
May-2010

Present

BAPM

RE

RC

EA

RA

TOTAL

SAV

(Calculated)

1010

60

150

200

50

500

50

1010

BAPM RE

RC

6% 15% 20%

EA

RA

5% 50%

2 BBBBB
3 CCCCC
4 DDDDD
TOTAL

N/A

0 N/A

N/A

N/A

N/A

N/A

(Recommend BA hours be 8500 or more

unless you select only BA tasks)

Developed by: Watermark Learning

www.WatermarkLearning.com/CBAP

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CBAP Application Worksheet

ties by KA

BA Hours; will be calculatedter any values)

SAV TOT

Notes

5% 100% Example: delete this from your final version.

0%
0%
0%
0%
N/A

N/A

Developed by: Watermark Learning

www.WatermarkLearning.com/CBAP

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CBAP Application Worksheet

Project Listing

Note: all fields required unless marked (Opt)

Items in green get entered on the CBAP online application

EXAMPLE

Project Information (Use separate sheet for each project or group of projects)
Nbr

Project Name

Start Date

1 New Order Entry

System
KAs:

End Date

May-2010 Present

Hours on
Project

Project Description/Objective Project Role(s)

Phase 1 of new order entry

system - product look-up.

Project Contact

Nbr
Total BA Hrs Name
Reporting
of Each KA
to You (Opt) Below

BA, tester

1010 John Doe

Email

Phone

xxx@gmail.com 555-5551212

Business Analysis Planning and Monitoring

% Hours
Spent

Tasks:

Nbr
Hours
Spent

BA Tasks
(Note: the non-BA tasks on the IIBA application are not listed)

Planned business analysis approach

Conducted stakeholder analysis
Planned business analysis activities
20 Estimated requirements activities (e.g., milestones, work units, level of effort,
duration,)
Planned business analysis communication
40 Planned requirements management process
Determined what requirement attributes need to be captured
Planned, monitored and reported on business analysis performance
Measured and reported on requirements activity

Percent of BA
hours on
BAPM:

6%

60.0 TOTAL Hours - Business Analysis Planning and Monitoring

Elicitation
% Hours
Spent

Nbr
BA Tasks
(Note: the non-BA tasks on the IIBA application are not listed)
Hours
Spent 50 Prepared for requirements elicitation
Conducted elicitation activities
Facilitated requirements workshop

Developed by: Watermark Learning

www.WatermarkLearning.com/CBAP

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CBAP Application Worksheet

100 Documented the results of elicitation activities
Validated elicitation results
Percent of BA
hours on RE:

15%

150.0 TOTAL Hours - Elicitation

Requirements Planning and Communication

% Hours
Spent

Nbr
Hours
Spent

BA Tasks
(Note: the non-BA tasks on the IIBA application are not listed)

Managed solution and requirements scope (e.g., baseline, structure, impacts,

change management and approval process
Obtained sign-off
Managed requirements change
Managed and resolved requirements conflicts
Established requirements baseline
Structured requirements for traceability
200 Determined appropriate format to present requirements
Created a requirements package
Conducted a presentation of the requirements to stakeholders
Communicated requirements

Percent of BA
hours on RMC:

20%

200.0 TOTAL Hours - Requirements Management and Communication

Enterprise Analysis
% Hours
Spent

Nbr
BA Tasks
(Note: the non-BA tasks on the IIBA application are not listed)
Hours
Spent 50 Defined the business needs
Identified business problem or opportunity
Determined gap(s) in capabilities to meet the business needs
Determined solution approach

Developed by: Watermark Learning

www.WatermarkLearning.com/CBAP

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CBAP Application Worksheet

Conducted feasibility studies for solution options
Identified potential high level solutions
Defined solution scope
Developed a business case
Percent of BA
hours on EA:

5%

50.0 TOTAL Hours - Enterprise Analysis

Requirements Analysis
% Hours
Spent

Nbr
Hours
Spent

BA Tasks
(Note: the non-BA tasks on the IIBA application are not listed)

Determined priority and relative importance of requirements

Organized requirements so that they are understood by all stakeholders
Documented dependencies and interrelationships between requirements
500 Specified and modeled requirements
Created and documented as-is models
Determined requirement assumptions and constraints
Verified requirements
Conducted structured walkthroughs
Validated requirements
Traced requirements back to the business case
Delivered use cases

Percent of BA
hours on RA:

50%

500.0 TOTAL Hours - Requirements Analysis

Solution Assessment and Validation

% Hours
Spent

Nbr
Hours
Spent

Developed by: Watermark Learning

www.WatermarkLearning.com/CBAP

BA Tasks
(Note: the non-BA tasks on the IIBA application are not listed)

Assessed business value delivered by proposed solutions

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CBAP Application Worksheet

Allocated requirements among releases and/or solution components
Determined organizational readiness to effectively operate the new solution
50 Defined transition requirements to move to the new solution
Validated a solution
Defined acceptance criteria for the solution
Assessed business impact of defects and issues
Evaluated the quality of the solution
Identified opportunities for improvement post-implementation
Percent of BA
hours on SAV:

TOTALS:

5%

100%

Developed by: Watermark Learning

www.WatermarkLearning.com/CBAP

50.0 TOTAL Hours - Solution Assessment and Validation

1010 Make sure these add up to 100% and that the total hours listed to the left matches
the number above under "Total of Each KA below"

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CBAP Application Worksheet

AP online application
Organization Information
Relationship Organization
to Contact
Name

Industry

Organization Address, Organization

City State, Zip,
Website (Opt)
Country

PM for the
project

Retail

xxxxx

Allied Products

Developed by: Watermark Learning

www.WatermarkLearning.com/CBAP

AlliedProducts.com

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CBAP Application Worksheet

Developed by: Watermark Learning

www.WatermarkLearning.com/CBAP

Copy and distribute freely, but please keep this footer

Page 10

CBAP Application Worksheet

Developed by: Watermark Learning

www.WatermarkLearning.com/CBAP

Copy and distribute freely, but please keep this footer

Page 11

CBAP Application Worksheet

Developed by: Watermark Learning

www.WatermarkLearning.com/CBAP

Copy and distribute freely, but please keep this footer

Page 12

CBAP Application Worksheet

Project Listing

Note: all fields required unless marked (Opt)

Items in green get entered on the CBAP online application

Project Information (Use separate sheet for each project or group of projects)
Nbr

Project Name

Start Date

End Date

Project Description/Objective Project Role(s)

Hours on
Project

Nbr
Total BA Hrs Name
Reporting
of Each KA
to You (Opt) Below

Email

Phone

1 AAAAAA

KAs:

Project Contact

Business Analysis Planning and Monitoring

% Hours
Spent

Tasks:

Nbr
Hours
Spent

BA Tasks
(Note: the non-BA tasks on the IIBA application are not listed)

Planned business analysis approach

Conducted stakeholder analysis
Planned business analysis activities
Estimated requirements activities (e.g., milestones, work units, level of effort,
duration,)
Planned business analysis communication
Planned requirements management process
Determined what requirement attributes need to be captured
Planned, monitored and reported on business analysis performance
Measured and reported on requirements activity

Percent of BA
hours on
BAPM:

#DIV/0!

0.0 TOTAL Hours - Business Analysis Planning and Monitoring

Elicitation
% Hours
Spent

Nbr
Hours
Spent

BA Tasks
(Note: the non-BA tasks on the IIBA application are not listed)

Prepared for requirements elicitation

Conducted elicitation activities
Facilitated requirements workshop

Developed by: Watermark Learning

www.WatermarkLearning.com/CBAP

Copy and distribute freely, but please keep this footer

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CBAP Application Worksheet

Documented the results of elicitation activities
Validated elicitation results
Percent of BA
hours on RE:

#DIV/0!

0.0 TOTAL Hours - Elicitation

Requirements Planning and Communication

% Hours
Spent

Nbr
Hours
Spent

BA Tasks
(Note: the non-BA tasks on the IIBA application are not listed)

Managed solution and requirements scope (e.g., baseline, structure, impacts,

change management and approval process
Obtained sign-off
Managed requirements change
Managed and resolved requirements conflicts
Established requirements baseline
Structured requirements for traceability
Determined appropriate format to present requirements
Created a requirements package
Conducted a presentation of the requirements to stakeholders
Communicated requirements

Percent of BA
hours on RMC:

#DIV/0!

0.0 TOTAL Hours - Requirements Management and Communication

Enterprise Analysis
% Hours
Spent

Nbr
Hours
Spent

BA Tasks
(Note: the non-BA tasks on the IIBA application are not listed)

Defined the business needs

Identified business problem or opportunity
Determined gap(s) in capabilities to meet the business needs
Determined solution approach

Developed by: Watermark Learning

www.WatermarkLearning.com/CBAP

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CBAP Application Worksheet

Conducted feasibility studies for solution options
Identified potential high level solutions
Defined solution scope
Developed a business case
Percent of BA
hours on EA:

#DIV/0!

0.0 TOTAL Hours - Enterprise Analysis

Requirements Analysis
% Hours
Spent

Nbr
Hours
Spent

BA Tasks
(Note: the non-BA tasks on the IIBA application are not listed)

Determined priority and relative importance of requirements

Organized requirements so that they are understood by all stakeholders
Documented dependencies and interrelationships between requirements
Specified and modeled requirements
Created and documented as-is models
Determined requirement assumptions and constraints
Verified requirements
Conducted structured walkthroughs
Validated requirements
Traced requirements back to the business case
Delivered use cases

Percent of BA
hours on RA:

#DIV/0!

0.0 TOTAL Hours - Requirements Analysis

Solution Assessment and Validation

% Hours
Spent

Nbr
Hours
Spent

Developed by: Watermark Learning

www.WatermarkLearning.com/CBAP

BA Tasks
(Note: the non-BA tasks on the IIBA application are not listed)

Assessed business value delivered by proposed solutions

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CBAP Application Worksheet

Allocated requirements among releases and/or solution components
Determined organizational readiness to effectively operate the new solution
Defined transition requirements to move to the new solution
Validated a solution
Defined acceptance criteria for the solution
Assessed business impact of defects and issues
Evaluated the quality of the solution
Identified opportunities for improvement post-implementation
Percent of BA
hours on SAV:

#DIV/0!

TOTALS:

#DIV/0!

Developed by: Watermark Learning

www.WatermarkLearning.com/CBAP

0.0 TOTAL Hours - Solution Assessment and Validation

0 Make sure these add up to 100% and that the total hours listed to the left matches
the number above under "Total of Each KA below"

Copy and distribute freely, but please keep this footer

Page 16

CBAP Application Worksheet

AP online application
Organization Information
Relationship Organization
to Contact
Name

Industry

Developed by: Watermark Learning

www.WatermarkLearning.com/CBAP

Organization Address, Organization

City State, Zip,
Website (Opt)
Country

Copy and distribute freely, but please keep this footer

Page 17

CBAP Application Worksheet

Developed by: Watermark Learning

www.WatermarkLearning.com/CBAP

Copy and distribute freely, but please keep this footer

Page 18

CBAP Application Worksheet

Developed by: Watermark Learning

www.WatermarkLearning.com/CBAP

Copy and distribute freely, but please keep this footer

Page 19

CBAP Application Worksheet

Developed by: Watermark Learning

www.WatermarkLearning.com/CBAP

Copy and distribute freely, but please keep this footer

Page 20

CBAP Application Worksheet

Project Listing

Note: all fields required unless marked (Opt)

Items in green get entered on the CBAP online application

Project Information (Use separate sheet for each project or group of projects)
Nbr

Project Name

Start Date

End Date

Project Description/Objective Project Role(s)

Hours on
Project

Nbr
Total BA Hrs Name
Reporting
of Each KA
to You (Opt) Below

Email

Phone

1 AAAAAA

KAs:

Project Contact

Business Analysis Planning and Monitoring

% Hours
Spent

Tasks:

Nbr
Hours
Spent

BA Tasks
(Note: the non-BA tasks on the IIBA application are not listed)

Planned business analysis approach

Conducted stakeholder analysis
Planned business analysis activities
Estimated requirements activities (e.g., milestones, work units, level of effort,
duration,)
Planned business analysis communication
Planned requirements management process
Determined what requirement attributes need to be captured
Planned, monitored and reported on business analysis performance
Measured and reported on requirements activity

Percent of BA
hours on
BAPM:

#DIV/0!

0.0 TOTAL Hours - Business Analysis Planning and Monitoring

Elicitation
% Hours
Spent

Nbr
Hours
Spent

BA Tasks
(Note: the non-BA tasks on the IIBA application are not listed)

Prepared for requirements elicitation

Conducted elicitation activities
Facilitated requirements workshop

Developed by: Watermark Learning

www.WatermarkLearning.com/CBAP

Copy and distribute freely, but please keep this footer

Page 21

CBAP Application Worksheet

Documented the results of elicitation activities
Validated elicitation results
Percent of BA
hours on RE:

#DIV/0!

0.0 TOTAL Hours - Elicitation

Requirements Planning and Communication

% Hours
Spent

Nbr
Hours
Spent

BA Tasks
(Note: the non-BA tasks on the IIBA application are not listed)

Managed solution and requirements scope (e.g., baseline, structure, impacts,

change management and approval process
Obtained sign-off
Managed requirements change
Managed and resolved requirements conflicts
Established requirements baseline
Structured requirements for traceability
Determined appropriate format to present requirements
Created a requirements package
Conducted a presentation of the requirements to stakeholders
Communicated requirements

Percent of BA
hours on RMC:

#DIV/0!

0.0 TOTAL Hours - Requirements Management and Communication

Enterprise Analysis
% Hours
Spent

Nbr
Hours
Spent

BA Tasks
(Note: the non-BA tasks on the IIBA application are not listed)

Defined the business needs

Identified business problem or opportunity
Determined gap(s) in capabilities to meet the business needs
Determined solution approach

Developed by: Watermark Learning

www.WatermarkLearning.com/CBAP

Copy and distribute freely, but please keep this footer

Page 22

CBAP Application Worksheet

Conducted feasibility studies for solution options
Identified potential high level solutions
Defined solution scope
Developed a business case
Percent of BA
hours on EA:

#DIV/0!

0.0 TOTAL Hours - Enterprise Analysis

Requirements Analysis
% Hours
Spent

Nbr
Hours
Spent

BA Tasks
(Note: the non-BA tasks on the IIBA application are not listed)

Determined priority and relative importance of requirements

Organized requirements so that they are understood by all stakeholders
Documented dependencies and interrelationships between requirements
Specified and modeled requirements
Created and documented as-is models
Determined requirement assumptions and constraints
Verified requirements
Conducted structured walkthroughs
Validated requirements
Traced requirements back to the business case
Delivered use cases

Percent of BA
hours on RA:

#DIV/0!

0.0 TOTAL Hours - Requirements Analysis

Solution Assessment and Validation

% Hours
Spent

Nbr
Hours
Spent

Developed by: Watermark Learning

www.WatermarkLearning.com/CBAP

BA Tasks
(Note: the non-BA tasks on the IIBA application are not listed)

Assessed business value delivered by proposed solutions

Copy and distribute freely, but please keep this footer

Page 23

CBAP Application Worksheet

Allocated requirements among releases and/or solution components
Determined organizational readiness to effectively operate the new solution
Defined transition requirements to move to the new solution
Validated a solution
Defined acceptance criteria for the solution
Assessed business impact of defects and issues
Evaluated the quality of the solution
Identified opportunities for improvement post-implementation
Percent of BA
hours on SAV:

#DIV/0!

TOTALS:

#DIV/0!

Developed by: Watermark Learning

www.WatermarkLearning.com/CBAP

0.0 TOTAL Hours - Solution Assessment and Validation

0 Make sure these add up to 100% and that the total hours listed to the left matches
the number above under "Total of Each KA below"

Copy and distribute freely, but please keep this footer

Page 24

CBAP Application Worksheet

AP online application
Organization Information
Relationship Organization
to Contact
Name

Industry

Developed by: Watermark Learning

www.WatermarkLearning.com/CBAP

Organization Address, Organization

City State, Zip,
Website (Opt)
Country

Copy and distribute freely, but please keep this footer

Page 25

CBAP Application Worksheet

Developed by: Watermark Learning

www.WatermarkLearning.com/CBAP

Copy and distribute freely, but please keep this footer

Page 26

CBAP Application Worksheet

Developed by: Watermark Learning

www.WatermarkLearning.com/CBAP

Copy and distribute freely, but please keep this footer

Page 27

CBAP Application Worksheet

Developed by: Watermark Learning

www.WatermarkLearning.com/CBAP

Copy and distribute freely, but please keep this footer

Page 28