Successfully reported this slideshow.
We use your LinkedIn profile and activity data to personalize ads and to show you more relevant ads. You can change your ad preferences anytime.
BABOK
Study
Group
Meeting 3. Business Analysis Planning &
Monitoring
http://zubkiewicz.com
1
Paweł Zubkiewicz TOGAF 9, OCE...
Business Analysis Planning & Monitoring
http://zubkiewicz.comPaweł Zubkiewicz 2
BABOK – Knowledge Areas &
Tasks
http://zubkiewicz.comPaweł Zubkiewicz
Source: www.projerra.ca
5.4 Define
Solution Scope
3
2 – Business Analysis Planning & Monitoring
1/19/2016Paweł Zubkiewicz 4
Task Name
Inputs Elements Techniques Stakeholders ...
2.1 Plan BA Approach
• BA approach describes overall process that will be
followed by to perform analysis work
• BA approa...
Plan-driven vs. change-driven vs. methodology
• Plan-driven, change-driven are approaches, not
methodologies
• Waterfall, ...
2.2 Conduct Stakeholder Analysis
Specific techniques
• RACI Matrix
• SH Map & Onion diagram
http://zubkiewicz.comPaweł Zub...
2.3 Plan BA Activities
Role of PM
• Participates in planning
and is responsible for
ensuring that BA plans
are integrated ...
2.4 Plan BA Communication
Culture:
• Relationship to time
• Relationship to task
completion
• Relationship to contracts
• ...
Definitions from Glossary
Work Product
• A document or collection
of notes or diagrams
used by the business
analyst during...
2.5 Plan Req. Mgmt. Process
Change Mgmt Plan/Process
• Process for requesting changes
• Who will authorize changes?
• Impa...
The 3 plans
Business Analysis
Plan(s)
BA Communication
Plan
Requirements
Management Plan
• description of the
scope of wor...
2.6 Manage BA Performance
Specific techniques
• Variance Analysis
The purpose of this technique is to
analyze discrepancie...
http://zubkiewicz.comPaweł Zubkiewicz 14
Source:modernanalyst.com
Mock exam
1/19/2016Paweł Zubkiewicz 15
Question 1
http://zubkiewicz.comPaweł Zubkiewicz 16
How does a business analyst ensure their analysis efforts produces
exp...
Question 2
http://zubkiewicz.comPaweł Zubkiewicz 17
The task "Plan Business Analysis Approach" includes which of
the follo...
Question 3
http://zubkiewicz.comPaweł Zubkiewicz 18
Which of the following best expresses the activities encompassed in th...
Question 4
http://zubkiewicz.comPaweł Zubkiewicz 19
Business analysis approaches describe which of the following?
a. Overa...
Question 5
http://zubkiewicz.comPaweł Zubkiewicz 20
What best characterizes the differences between "plan-driven" vs
"chan...
Question 6
http://zubkiewicz.comPaweł Zubkiewicz 21
According to the BABOK 2.0, when is stakeholder analysis
started?
a. A...
Question 7
http://zubkiewicz.comPaweł Zubkiewicz 22
With respect to planning business analysis activities, what does
the B...
Question 8
http://zubkiewicz.comPaweł Zubkiewicz 23
In what other document is the business analysis plan integrated
with?
...
Question 9
http://zubkiewicz.comPaweł Zubkiewicz 24
What are the inputs to "Planning Business Analysis
Communication"?
a. ...
Question 10
http://zubkiewicz.comPaweł Zubkiewicz 25
In which task would an assessment for a requirements traceability
mat...
Did you enjoy the presentation?
Do you have any questions?
Or maybe you just want to say "thanks"
Just click the pic above...
Upcoming SlideShare
Loading in …5
×

BABOK Study Group - meeting 3

1,353 views

Published on

Presentation slides from my BABOK Study Group that I led.

Those materials will help you pass BABOK certification exams. Study Group was aimed at individuals self preparing to CCBA or CBAP exams.

Subject of this presentation: Business Analysis Planning & Monitoring.

Please visit my blog: http://zubkiewicz.com/

Published in: Software
  • Be the first to comment

BABOK Study Group - meeting 3

  1. 1. BABOK Study Group Meeting 3. Business Analysis Planning & Monitoring http://zubkiewicz.com 1 Paweł Zubkiewicz TOGAF 9, OCEB, CCBA, ArchiMate 2 pawel@zubkiewicz.com
  2. 2. Business Analysis Planning & Monitoring http://zubkiewicz.comPaweł Zubkiewicz 2
  3. 3. BABOK – Knowledge Areas & Tasks http://zubkiewicz.comPaweł Zubkiewicz Source: www.projerra.ca 5.4 Define Solution Scope 3
  4. 4. 2 – Business Analysis Planning & Monitoring 1/19/2016Paweł Zubkiewicz 4 Task 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 map Brainstorming (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
  5. 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 http://zubkiewicz.comPaweł Zubkiewicz 5
  6. 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 http://zubkiewicz.comPaweł Zubkiewicz 6
  7. 7. 2.2 Conduct Stakeholder Analysis Specific techniques • RACI Matrix • SH Map & Onion diagram http://zubkiewicz.comPaweł Zubkiewicz 7 Elements • Identification • Complexity of Stakeholder Group o Number and variety of direct end users o 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
  8. 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 http://zubkiewicz.comPaweł Zubkiewicz 8 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
  9. 9. 2.4 Plan BA Communication Culture: • Relationship to time • Relationship to task completion • Relationship to contracts • Relationship to formal and informal authority http://zubkiewicz.comPaweł Zubkiewicz 9 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, and determining how best to communicate with each stakeholder
  10. 10. Definitions from Glossary Work Product • A document or collection of notes or diagrams used by the business analyst during the requirements development process. http://zubkiewicz.comPaweł Zubkiewicz 10 Deliverable • Any unique and verifiable work product or service that a party has agreed to deliver. Service Work carried out or on behalf of others.
  11. 11. 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 estimates o Benefits & risks of change o Recommended course of action for change http://zubkiewicz.comPaweł Zubkiewicz 11 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.
  12. 12. The 3 plans Business 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. 1/19/2016Paweł Zubkiewicz 12
  13. 13. 2.6 Manage BA Performance Specific techniques • Variance Analysis The 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. http://zubkiewicz.comPaweł Zubkiewicz 13 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
  14. 14. http://zubkiewicz.comPaweł Zubkiewicz 14 Source:modernanalyst.com
  15. 15. Mock exam 1/19/2016Paweł Zubkiewicz 15
  16. 16. Question 1 http://zubkiewicz.comPaweł Zubkiewicz 16 How does a business analyst ensure their analysis efforts produces expected stakeholder outcomes? a. Extensive analysis b. Monitoring and reporting on work performed c. Creates a RACI Matrix d. Defines the tasks to be done e. 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
  17. 17. Question 2 http://zubkiewicz.comPaweł Zubkiewicz 17 The task "Plan Business Analysis Approach" includes which of the following activities? a. How to select an approach to perform business analysis b. Which stakeholders need to be involved in deciding on the approach c. Who will be consulted and informed of the approach d. All of the above e. 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
  18. 18. Question 3 http://zubkiewicz.comPaweł Zubkiewicz 18 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 Page Number of Correct Answer Comments 3. c - 6 Chapter 1, page 6 last paragraph
  19. 19. Question 4 http://zubkiewicz.comPaweł Zubkiewicz 19 Business analysis approaches describe which of the following? a. Overall process that will be followed to perform business analysis work on a given initiative b. How and when tasks will be performed c. Techniques that will be used d. Deliverables that should be produced e. All of the above Question # Correct Answer Page Number of Correct Answer Comments 4. e - All of the above 18 Chapter 2, page 18 first sentence
  20. 20. Question 5 http://zubkiewicz.comPaweł Zubkiewicz 20 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 only e. a, b and c Question # Correct Answer Page Number of Correct Answer Comments 5. d – a and b only 19 Chapter 2, page 19
  21. 21. Question 6 http://zubkiewicz.comPaweł Zubkiewicz 21 According to the BABOK 2.0, when is stakeholder analysis started? a. As soon as a business need is identified b. As soon as a project is started c. In the final phases of business analysis planning d. After the business analysis starts e. All of the above Question # Correct Answer Page Number of Correct Answer Comments 6. a – As soon as a business need is identified 24 Chapter 2, page 24, start of Section 2.2.2 Description
  22. 22. Question 7 http://zubkiewicz.comPaweł Zubkiewicz 22 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 initiative c. Plan on an incremental or rolling-wave basis d. a, b and c e. a and b c only REVISED answer per feedback. Question # Correct Answer Page Number of Correct Answer Comments 7. e – a and c only 32 Chapter 2, page 32 paragraph just above Section 2.3.3
  23. 23. Question 8 http://zubkiewicz.comPaweł Zubkiewicz 23 In what other document is the business analysis plan integrated with? a. BRD - Business Requirements Document b. Project Plan c. FRS - Functional Requirements Specifications d. WBS - Work Breakdown Structure e. RACI Matrix Question # Correct Answer Page Number of Correct Answer Comments 8. b – Project Plan 37 Chapter 2, page 37 under Section 2.3.6 Stakeholders in subheading "Project Manager"
  24. 24. Question 9 http://zubkiewicz.comPaweł Zubkiewicz 24 What are the inputs to "Planning Business Analysis Communication"? a. Business Analysis Approach b. Business Analysis Plan c. Stakeholder List, Roles and Responsibilities d. None of the above e. a, b and c only Question # Correct Answer Page Number of Correct Answer Comments 9. e – a, b and c 38 Chapter 2, page 38 Section 2.4.3 "Input"
  25. 25. Question 10 http://zubkiewicz.comPaweł Zubkiewicz 25 In which task would an assessment for a requirements traceability matrix or some other requirements tracing tool be done? a. Plan Business Analysis Approach b. Plan Business Analysis Activities c. Plan Requirements Management Process d. Manage Business Analysis Performance e. Conduct Stakeholder Analysis Question # Correct Answer Page Number of Correct Answer Comments 10. c – Plan Requirements Management Process 42 Chapter 2, page 42 last sentence Section 2.5.2
  26. 26. Did you enjoy the presentation? Do you have any questions? Or maybe you just want to say "thanks" Just click the pic above to visit my blog http://zubkiewicz.com http://zubkiewicz.com 26

×