babok study group - meeting 3

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BABOKStudyGroup

Meeting 3. Business Analysis Planning & Monitoring

http://zubkiewicz.comPaweł Zubkiewicz TOGAF 9, OCEB, CCBA, ArchiMate 2 [email protected]

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Paweł Zubkiewicz 2

Business Analysis Planning & Monitoring

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BABOK – Knowledge Areas & Tasks

http://zubkiewicz.comPaweł ZubkiewiczSource: www.projerra.ca

5.4 Define Solution Scope

05/01/2023Paweł Zubkiewicz 4

2 – Business Analysis Planning &

MonitoringTask Name Inputs Elements Techniques Stakeholders Outputs

2.1 Plan BA Approach describes how to select an approach for business analy-sis, which stakeholders need to be involved in defining the approach, and who will be consulted/informed about the approach, including the rationale for using it.

Business need (5.1) Expert judgment Organizational process assets Implicit Input: BA plan(s) (2.3)

Plan vs Change driven approach 1. Timing 2. Formality and detail 3. Requirements prioritization 4. Change management 5. Planning process 6. Communication with stakeholders 7. Req analysis & mgmt tools 8. Project complexity

General: Decision analysis (9.8) Process modeling (9.21) Structured walkthrough (9.30)

Customer, Domain SME End User, Supplier Implementation SME Project Manager Tester Regulator Sponsor

Business analysis approach (2.1) Implicit Output: BA perf metrics

2.2 Conduct Stakeholder Analysis identifies the stakeholders who may be affected by the initiative. Determines stake-holder influence and/or authority regarding approval of deliverables.

Business need (5.1) Enterprise architecture Organizational process assets Implicit Input: BA plan(s) (2.3)

1. Identification 2. Complexity of stakeholder group 3. Attitude and influence 4. Authority levels for BA work

General: Acceptance & evaluation criteria (9.1) Survey / questionnaire (9.31) User Stories (9.33) Other: RACI matrix Stakeholder mapBrainstorming (9.3) Interviews (9.14) Organizational modeling (9.19) Process modeling (9.21) Requirements workshops (9.23) Risk analysis (9.24) Scenarios & use cases (9.26) Scope modeling (9.27)

Domain SME Implementation SME Project Manager Tester Regulator Sponsor

Stakeholder list, roles & responsibilities (2.2) Implicit Output: BA perf metrics

2.3 Plan BA Activities Identifies the activities and deliverables, the effort to perform the work and the management tools to measure progress.

BA approach (2.1) BA performance assessment (2.6) Organizational process assets Stakeholder list, roles, & resp (2.2) Implicit Input: BA plan(s) (2.3)

1. Geographic distribution 2. Type of project/initiative 3. BA deliverables 4. Determine BA activities

General: Estimation (9.10) Functional decomposition (9.12) Risk analysis (9.24)

Customer, Domain SME End User, Supplier Implementation SME Operational Support Project Manager Tester Sponsor

BA Plan(s) (2.3) Implicit Output: BA perf metrics

2.4 Plan BA Communication Describes the structure and schedule for BA communications. Organize activities to set expectations for BA work, meetings, walkthroughs and other communications.

BA approach (2.1) BA plan(s) (2.3) Organizational process assets Stakeholder list, roles, & resp (2.2) Implicit Input: BA plan(s) (2.3)

1. Geography 2. Culture 3. Project type 4. Communication frequency 5. Communication formality

General: Prepare requirement package(4.4) Communicate requirements (4.5) Communication skills (8.4) Structured walkthrough (9.30)

Customer, Domain SME End User, Supplier Implementation SME Operational Support Project Manager Tester Regulator Sponsor

BA Communication Plan (2.4) Implicit Output: BA perf metrics

2.5 Plan Req. Mgmt. Process Define the process to approved requirements and manage change to the solution or requirement scope.

BA approach (2.1) BA plan(s) (2.3) Organizational process assets Implicit Input: BA plan(s) (2.3)

1. Repository 2. Traceability 3. Select requirement attributes 4. Requirements prioritization 5. Change management 6. Tailoring requirements mgmt process

General: Decision analysis (9.8) Problem tracking (9.20) Risk analysis (9.24)

Domain SME, End User Implementation SME Operational Support Project Manager Tester Sponsor

Requirements Management Plan (2.5) Implicit Output: BA perf metrics

2.6 Manage BA Performance Manage the performance of BA activities and ensure that they are executed effectively.

BA performance metrics (all tasks) BA plan(s) (2.3) Organizational performance standards Requirements Management Plan (2.5) Implicit Input: BA plan(s) (2.3)

1. Performance measures 2. Performance reporting 3. Preventative & corrective action

General: Interviews (9.14) Lessons learned process (9.15) Metrics & KPI (9.16) Problem tracking (9.20) Process modeling (9.21) Survey/questionnaire (9.31)

Domain SME, End User Implementation SME Project Manager Sponsor

BA performance assessment (2.6)BA process assets (2.6)Implicit Output: BA perf metrics

Survey / questionnaire (9.31) User Stories (9.33) Other: RACI matrix Stakeholder map

Paweł Zubkiewicz 5

2.1 Plan BA Approach • BA approach describes overall process that will be

followed by to perform analysis work• BA approach specifies:

o team roles, deliverables, analysis techniques, timing and frequency of SH interactions,

• Organization has standard approach that needs to be tailored to the needs of specific initiative

• If no standards exist, BA works with appropriate SH (PM, project team) to determine how work will be completed.

• Plan-driven vs. change-driven


Paweł Zubkiewicz 6

Plan-driven vs. change-driven vs.

methodology

• Plan-driven, change-driven are approaches, not methodologies

• Waterfall, Agile are examples of approaches• Methodology is a formalized and repeatable BA

approach


Paweł Zubkiewicz 7

2.2 Conduct Stakeholder Analysis

Specific techniques• RACI Matrix• SH Map & Onion

diagram


Elements• Identification• Complexity of

Stakeholder Groupo Number and variety of direct

end userso Number of interfacing business

processes and automated systems

• Attitude and Influence• Authority Levels For

Business Analysis Work

Identification of stakeholders affected by a initiative or who share a common business need; determining stakeholder influence and/or authority regarding the approval of project deliverables

Paweł Zubkiewicz 8

2.3 Plan BA Activities

Role of PM• Participates in

planning and is responsible for ensuring that BA plans are integrated into overall project plan

• Manages resources, schedules work

• Develops costs estimates


Elements• Geographic

Distribution of Stakeholders

• Type of Project or Initiative

• Business Analysis Deliverables

• Determine Business Analysis Activities

Determine the activities that must be performed and the deliverables that must be produced, estimate that work, and identify the management tools

Paweł Zubkiewicz 9

2.4 Plan BA Communication

Culture:• Relationship to time• Relationship to task

completion• Relationship to

contracts• Relationship to formal

and informal authority


Elements• Geography• Culture• Project Type• Communication

frequency• Communications

Formality

Planning business analysis communications includes determining how best to receive,distribute, access, update, and escalate information from project stakeholders, anddetermining how best to communicate with each stakeholder

Paweł Zubkiewicz 10

Definitions from GlossaryWork Product• A document or

collection of notes or diagrams used by the business analyst during the requirements development process.


Deliverable• Any unique and

verifiable work product or service that a party has agreed to deliver.

ServiceWork carried out or on behalf of others.


2.5 Plan Req. Mgmt. Process

Change Mgmt Plan/Process• Process for requesting

changes• Who will authorize changes?• Impact analysis• Coordinate prioritization• Wording (components of CR):

o Cost & time estimateso Benefits & risks of changeo Recommended course of

action for change


Elements• Repository• Traceability • Attributes (CARA’S SOUP)• Prioritization• Change Management• Tailoring the Requirements

Management Process

Define the process to approve requirements for implementation and manage changes to the solution or requirements scope.Determines what information needs to be recorded and tracked.


The 3 plansBusiness Analysis Plan(s)

BA Communication Plan

Requirements Management Plan

• description of the scope of work, the deliverable Work Breakdown Structure, an Activity List, estimates for activities

• When and how plan should be changed

• Level of detail is determined by BA Approach or methodology

• Describes how, when and why the business analyst will work directly with stakeholders

• The stakeholder communications requirements for business analysis activities.

• Format, content, medium, level of detail.

• Responsibility for collecting, distributing, accessing, and updating information

• Approach to be taken to structure traceability

• Definition of requirements attributes to be used.

• Requirements prioritization process.

• Requirements change process, including how changes will be requested, analyzed, approved, and implemented.


2.6 Manage BA Performance

Specific techniques• Variance AnalysisThe purpose of this technique is to analyze discrepancies between planned and actual performance, determine the magnitude of those discrepancies, and recommend corrective and preventive action as required.

Variances can be related to planned versus actual estimates, cost, scope, product expectations, or any measures that have been established during the planning process.


Elements• Performance Measures• Performance Reporting• Preventive And

Corrective Action

To manage the performance of business analysis activities to ensure that they are executed as effectively as possible

Paweł Zubkiewicz 14http://zubkiewicz.com

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Mock exam


Question 1


How does a business analyst ensure their analysis efforts produces expected stakeholder outcomes?

a. Extensive analysisb. Monitoring and reporting on work performedc. Creates a RACI Matrixd. Defines the tasks to be donee. Creates Stakeholder Maps

Question # Correct Answer Page Number of Correct Answer

Comments

1. b -Monitoring and reporting on work performed

17 Chapter 2, page 17 text immediately above diagram


Question 2


The task "Plan Business Analysis Approach" includes which of the following activities?

a. How to select an approach to perform business analysisb. Which stakeholders need to be involved in deciding on the approachc. Who will be consulted and informed of the approachd. All of the abovee. None of the above

Question # Correct Answer

Page Number of Correct Answer

Comments

2. d -All of the above

17 Chapter 2, page 17 bottom of page


Question 3


Which of the following best expresses the activities encompassed in the knowledge area "Business Analysis Planning and Monitoring"?

a. Identification of stakeholders, selection of business analysis techniques, selecting the requirements needing to be managed, and assessing the progress of the work

b. Identification of processes, selection of business analysis techniques, selecting the process that will be used to manage requirements, and assessing the progress of the work

c. Identification of stakeholders, selection of business analysis techniques, selecting the process that will be used to manage requirements, and how to assess the progress of the work

d. Identification of stakeholders, selection of business analysis techniques, selecting the process that will be used to manage requirements, and monitoring and reporting results to SMEs

e. None of the above

Question #

Correct Answer


Comments

3. c -

6 Chapter 1, page 6 last paragraph


Question 4


Business analysis approaches describe which of the following?a. Overall process that will be followed to perform business analysis work on a given

initiativeb. How and when tasks will be performedc. Techniques that will be usedd. Deliverables that should be producede. All of the above


Comments

4. e - All of the above

18 Chapter 2, page 18 first sentence


Question 5


What best characterizes the differences between "plan-driven" vs "change-driven" approaches to business analysis?

a. Plan-driven approaches ensure the solution is fully defined before implementation begins, where as change-driven approaches allow for rapid delivery of business value in short iterations

b. Plan-driven approaches maximize control and minimize risk, where as change-driven approaches allow for a higher degree of uncertainty

c. Plan-driven approaches assume that requirements need not be defined before implementation, where as change-driven allow requirements to be clarified and refined through iterative process

d. a and b onlye. a, b and c



Comments

5. d –a and b only

19 Chapter 2, page 19


Question 6


According to the BABOK 2.0, when is stakeholder analysis started?

a. As soon as a business need is identifiedb. As soon as a project is startedc. In the final phases of business analysis planningd. After the business analysis startse. All of the above


Comments

6. a –As soon as a business need is identified

24 Chapter 2, page 24, start of Section 2.2.2 Description


Question 7


With respect to planning business analysis activities, what does the BABOK 2.0 recommend to accommodating change on a larger initiative or project?

a. Create a high level plan understanding that long-term plans will change as more information becomes available

b. Develop the plan at the start of the initiativec. Plan on an incremental or rolling-wave basisd. a, b and ce. a and b c only REVISED answer per feedback.


Comments

7. e – a and c only

32 Chapter 2, page 32 paragraph just above Section 2.3.3


Question 8


In what other document is the business analysis plan integrated with?

a. BRD - Business Requirements Documentb. Project Planc. FRS - Functional Requirements Specificationsd. WBS - Work Breakdown Structuree. RACI Matrix



Comments

8. b – Project Plan

37 Chapter 2, page 37 under Section 2.3.6 Stakeholders in subheading "Project Manager"


Question 9


What are the inputs to "Planning Business Analysis Communication"?

a. Business Analysis Approachb. Business Analysis Planc. Stakeholder List, Roles and Responsibilitiesd. None of the abovee. a, b and c only

Question #

Correct Answer


Comments

9. e – a, b and c

38 Chapter 2, page 38 Section 2.4.3 "Input"


Question 10


In which task would an assessment for a requirements traceability matrix or some other requirements tracing tool be done?

a. Plan Business Analysis Approachb. Plan Business Analysis Activitiesc. Plan Requirements Management Processd. Manage Business Analysis Performancee. Conduct Stakeholder Analysis



Comments

10. c –Plan Requirements Management Process

42 Chapter 2, page 42 last sentence Section 2.5.2

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