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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.
1 hour

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
4 hours
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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
    • Problems/opportunities
    • 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.
4 hours

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 
4 hours

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.
3.5 hours

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.
3 hours

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
1 hour

Course Summary

  • Final thoughts
  • Planning Worksheet Map
  • Optional Exercises
0.5 hours

Appendix - Advanced Project Initiation Requirements

  • Advanced project initiation requirements:
  • Learn techniques to identify strong project objectives.
  • Learn a technique to help subject matter experts scope a project with unclear boundaries.
  • Group workshop - scope an unclear project.
  • Optional

    Appendix - Advanced Topics

    • Developing a cost/benefit analysis for a business case
    • Evaluating software applications for purchase (COTS)