Effective PM and BA Role Collaboration


pmwj43-Feb2016-Armistead-BOOKBook Title:   Effective PM and BA Role Collaboration – Delivering Business Value through Projects and Programs Successfully         
Author: Ori Schibi, MBA, PMP and Cheryl Lee, PMI-PBA, CBAP, PMP
Publisher: J. Ross Publishing
List Price:   $49.95         Format: Hard cover; 337 pages
Publication Date:   Sep 2015
ISBN: 978-1-60427-113-3
Reviewer:     Will Armistead
Review Date: Jan 2016



Effective PM and BA Role Collaboration – Delivering Business Value through Projects and Programs Successfully provides a straightforward discussion on the Business Analyst (BA) and Project Management (PM) roles, their overlap and associated challenges. It is perfect for anyone with a Business Analyst background moving into a Project Management role/position or Project Managers who will be managing/working with Business Analysts.

The book covers the types of changes expected when working with the two roles, the reasons for change, and suggested approaches to dealing with the new project environment.

Overview of Book’s Structure

There are 11 Chapters:

1 Challenges Related to Project Management and Business Analysis
2 Misconceptions of the Roles of the PM and BA
3 Growing and Integrating the Professions
4 Enterprise Analysis, Portfolio Management, and the PMO
5 Communication and Stakeholder Expectations Management
6 Requirements Definition
7 Assumptions, Constraints, Dependencies, and Risks
8 Resource Management
9 Two Types of Change: Project and Organizational Change Management
10 Project Quality, Recovery, and Lessons Learned
11 Building a Partnership: Shared Responsibility Throughout – Putting It All Together

The structure is generally based on PMBOK Knowledge Areas and provides great insight on the functions that are most likely to experience PM and BA overlap. Each section tries to address the topic from a BA and PM view, the challenges each view may experience and benefits of the opposing view. A common ground is then established and best practices are suggested.


I found the “Growing and Integrating the Professions”, “Assumptions, Constraints, Dependencies, and Risks” and “Building a Partnership: Shared Responsibility Throughout – Putting It All Together” chapters to be key to this book. These chapters covered important areas of Project Management and show how the separate PM and BA roles can improve their impact on the project.


To read entire Book Review (click here)



About the Reviewer

Will Armistead

North Texas, USA




Will Armistead, PMP, is an experienced financial operations manager who has recently transitioned to the project world. Contact at [email protected]


Editor’s note: This book review was the result of a partnership between the publisher, PM World and the PMI Dallas Chapter. Authors and publishers provide the books to PM World; books are delivered to the PMI Dallas Chapter, where they are offered free to PMI members to review; book reviews are published in the PM World Journal and PM World Library. PMI Dallas Chapter members can keep the books as well as claim PDUs for PMP recertification when their reviews are published. Chapter members are generally mid-career professionals, the audience for most project management books.

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