Developing a Business Analysis Work Plan
- Business analysis planning.
- Overview of business analysis planning activities.
- Discuss the relationship of the project manager and the business analyst in planning.
- Use of the BA Planning Framework™ approach to planning.
- Project - Understanding the project characteristics.
- People - Identifying stakeholders and planning for communications.
- Process - Planning the analysis activities.
- Root cause analysis and the fishbone diagram.
- The business analysis work plan.
Planning for Different Types of Projects
- Introduce the concepts of plan driven vs. change driven approaches to projects.
- Planning around unique project characteristics:
- A large development project.
- Enhancement or maintenance projects.
- A COTS (commercial off-the-shelf software) project.
- A reporting or data warehouse project.
- A process improvement or re-engineering effort.
- An infrastructure upgrade (getting a new e-mail or operating system).
- Planning around methodology and process characteristics:
- An outsourced or off-shore development project.
- Iterative style development methodology.
- Agile style development process.
- Group workshop: Discuss planning considerations for case study projects
Project - Understanding the Project Characteristics
- Let's get started - A checklist to assess the current state of the project and to help get started.
- The Project Overview Worksheet - Is the project clearly defined?
- Business objectives
- Requirements scope
- High-level business processes
- The Business Impact Worksheet - What is the relative importance of the project to the organization?
- Size (number of stakeholders, number of business processes involved, number of business rules).
- Importance (estimated cost, potential benefits, criticality of business area, level of key stakeholders).
- Risk analysis (project, business, technology).
- Enterprise analysis - Understanding how this project fits into the organization's overall strategy.
- Group workshop - Assess the project and score the business impact of a sample project.
People - Stakeholder Analysis and the Communication Plan
- Why plan for stakeholder interactions?
- Assess the project sponsor
- Identify both primary and secondary stakeholders:
- Searching for all stakeholders, not just the obvious ones
- Understanding each stakeholder's area of concern
- Documenting stakeholder's needs
- Consider the characteristics of each stakeholder group
- Determine effective communication practices for each stakeholder group:
- Is this group providing requirements, using requirements, or supporting the project work?
- Which elicitation technique(s) will be most effective?
- What requirement presentation format will be most comfortable for this group?
- The Stakeholder Analysis Worksheet
- When and where will communications with each stakeholder be most effective?
- What are the best communication techniques for each stakeholder?
- Group workshop - Identify and analyze the stakeholder groups for an example project and identify the appropriate communication techniques
Process - Planning the Analysis Activities
- Plan the analysis activities
- Step one - Assess which requirements components are needed?
- Step two - Determine which deliverables are needed using the Deliverable List Worksheet
- Step three - Develop an approach for creating each deliverable using The Deliverable Worksheet
- Consult with organizational standards/methodologies for required deliverables.
Creating the Business Analysis Work Plan
- Step one - Create the business analysis task list
- Step two - Estimate analysis time
- Using historical and expert data to estimate
- Tracking actual time to estimate
- Step three - Finalize the business analysis work plan
- Group workshop - develop a task list of analysis and requirements activities for a sample project.
- Intelligent negotiation skills.
- Getting signoff on the plan.
- Base lining the plan and initiating change control.
Ongoing Requirements Management
- What is Requirements Management?
- Using a requirements repository
- Develop a requirements management plan
- Reusing existing requirements
- Reusing existing data
- Identifying requirements attributes
- Plan for requirements traceability
- Learn about traceability matrices and requirements links
- Understand the purpose of forward and backward traceability
- Determine which requirements should be "traced"
- Determine the appropriate approach for managing traceability
- Exercise: Perform impact analysis using traceability
- Final thoughts
- Planning Worksheet Map
- Optional Exercises
Appendix - Advanced Project Initiation Requirements
Appendix - Advanced Topics
- Developing a cost/benefit analysis for a business case
- Evaluating software applications for purchase (COTS)