BA Planning & Monitoring

Guidelines & Tools for creating the BA Approach

1. BA Performance Assessment 2. Business Policies 3. Expert Judgment 4. Methodologies & Frameworks 5. Stakeholder Engagement Approach

What techniques are acceptable to use across all 5 planning & monitoring tasks?

1. Brainstorming 2. Interviews 3. Lessons Learned 4. Process Modelling 5. Survey or Questionnaire 6. Workshops

Guidelines & tools for creating stakeholder engagement approach

1. Business Analysis Performance Assessment 2. Change Strategy 3. Current State Description

Guidelines and tools for creating governance approach

1. Business analysis performance assessment 2. Business policies 3. Current state description 4. Legal/regulatory information

Guidelines and tools for creating information management approach

1. Business analysis performance assessment 2. Business policies 3. Information management tools 4. Legal/regulatory information

What are the 6 core concepts of the Core Concept Model?

1. Change 2. Need 3. Solution 4. Stakeholder 5. Value 6. Context

Elements of a change request

1. Cost and time estimates 2. Benefits 3. Risks 4. Priority 5. Course(s) of action

Stakeholders of BA approach

1. Domain SME 2. Project Manager 3. Regulator 4. Sponsor

What stakeholders are stakeholders in all 5 planning & monitoring tasks/

1. Domain SME 2. Sponsor

The 5 Tasks in the Planning & Monitoring Knowledge Area

1. Plan business analysis approach 2. Plan stakeholder engagement 3. Plan business analysis governance 4. Plan business analysis information management 5. Identify business analysis performance improvements

Stakeholder

A group or individual with a relationship to the change, the need, or the solution. (Core Concept Model)

Need

A problem or opportunity to be addressed. (Core Concept Model)

Solution

A specific way of satisfying one or more needs in a context. (Core Concept Model)

Stakeholder Engagement Approach

Contains a list of stakeholders, their characteristics, and a listing of roles responsibilities for the change. Also identifies the collaboration and communication approaches the BA will utilize during the initiative.

business policies

Define the limits within which decisions must be made.

Level of abstraction

Describes the breadth and depth of the information being provided.

Business analysis information

Everything business analysts elicit, create, compile, and disseminate in the course of performing business analysis. Examples include models, scope statement, stakeholder concerns, elicitation results, requirements, designs, and solution options.

Business Analysis Approach

Identifies the activities that will be performed across an initiative including who will perform the activities, the timing and sequencing of the work, the deliverables that will be produced and the business analysis techniques that may be utilized.

Governance process

Identifies the decision makers, process, and information required for decisions to be made.

Governance Approach

Identifies the stakeholders who will have responsibility and authority to make decisions about business analysis work including who will be responsible for setting priorities and who will approve changes to business analysis information. It also defines the process that will be utilized to manage requirement and design changes across the initiative. This document is responsible for defining how decisions are made regarding all facets of requirements and designs.

Stakeholder analysis

Identifying the stakeholders (who will be directly or indirectly impacted by the change) and their characteristics, as well as analyzing the information collected. Performed repeatedly as BA activities continue.

Business Analysis Performance Assessment

Includes a comparison of planned vs actual performance, identifies the root cause of variances from the expected performance, proposed approaches to address issues, and other findings to help understand the performance of business analysis processes.

Guidelines and tools for business analysis performance assessment

Organizational performance standards - performance metrics or expectations for business analysis work mandated by the organization.

Methodologies and frameworks

Shape the approach that will be used by providing methods, techniques, procedures, working concepts, and rules.

Change

The act of transformation in response to a need. (Core Concept Model)

Context

The circumstances that influence, are influenced by, and provide understanding of the change. (Core Concept Model)

Information management approach

The defined approach for how business analysis information will be stored, accessed, and utilized during the change and after the change is complete.

Identify business analysis performance improvements

The purpose of this task is to assess business analysis work and to plan to improve processes where required.

Plan business analysis approach

The purpose of this task is to define an appropriate method to conduct business analysis activities.

Plan business analysis governance

The purpose of this task is to define how decisions are made about requirements and designs, including reviews, change control, approvals, and prioritization.

Plan business analysis information management

The purpose of this task is to develop an approach for how business analysis information will be stored and accessed.

Plan stakeholder engagement

The purpose of this task is to plan an approach for establishing and maintaining effective working relationships with the stakeholders.

Value

The worth, importance, or usefulness of something to a stakeholder within a context. (Core Concept Model)

Predictive approaches

This planning approach focuses on minimizing upfront uncertainty and ensuring that the solution is defined before implementation begins in order to maximize control and minimize risk.

Adaptive approach

This planning approach focuses on rapid delivery of business value in short iterations in return for acceptance of a higher degree of uncertainty regarding the overall delivery of a solution.

Financial analysis (Plan BA Approach)

Used to assess how different approaches (and the supported delivery options) affect the value delivered.

Risk analysis and management (Plan BA Approach)

Used to assess risks in order to select the proper business analysis approach

Functional decomposition (Plan BA Approach)

Used to break down complex business analysis processes or approaches into more feasible components.

Estimation (Plan BA Approach)

Used to determine how long it may take to perform business analysis activities.

Scope Modelling (Plan BA Approach)

Used to determine the boundaries of the solution as an input to planning and estimating.

Workshops (Plan BA Approach)

Used to help build the plan in a team setting.

Interviews (Plan BA Approach)

Used to help build the plan with an individual or small group.

Lessons Learned (Plan BA Approach)

Used to identify an enterprise's previous experience (both successes and challenges) with planning business analysis approach.

Brainstorming (Plan BA Approach)

Used to identify possible business analysis activities, techniques, risks, and other relevant items to help build the business analysis approach.

Survey or Questionnaire (Plan BA Approach)

Used to identify possible business analysis activities, techniques, risks, and other relevant items to help build the business analysis approach.

Document analysis (Plan BA Approach)

Used to review existing organizational assets that might assist in planning the approach.

Item Tracking (Plan BA Approach)

Used to track any issues raised during planning activities with stakeholders. Can also track risk related items raised during discussions when building the approach.

Business case (Plan BA Approach)

Used to understand whether elements of the problem or opportunity are especially time-sensitive, high-value, or whether there is any particular uncertainty around elements of the possible need or solution.

Reviews (Plan BA Approach)

Used to validate the selected business analysis approach with stakeholders.

Process Modelling (Plan BA Approach)

used to define and document the ba approach.

expert judgment

used to determine the optimal business analysis approach. May be derived from a wide range of sources.