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BA and Beyond 20 - Milena Mileva, Geertje Appel, and Danny Kalkhoven - Tools and Techniques Triage

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What Business Analysis tools and techniques you know of, use and find helpful. In a group you could share your knowledge for a specific technique, or as a group you could find out more for the tool and technique new to you. Then you could decide which tools and techniques are worth to be learned, practiced and taken in your toolkit.

You will use the BCS book "Business Analysis Techniques: 99 Essential Tools for Success", by James Cadle, Debra Paul and Paul Turner.

You will widen your BA horizon and could bring the workshop at home in your organisation for your own Tools and Techniques Triage.

The “Tools and Techniques Triage” workshop was delivered first at Business Analysis Manager Forum November 2018 in London by representatives of Raytheon, that used the approach to understand the skills they have in their newly established BA team and to decide on path forward. See http://www.bamanagerforum.org/events/

It then has been used in Bulgarian IIBA Chapter in their initiative Business Analysis Practitioner Forum, where Milena has been the workshop facilitator and has helped the teams with unknown tools and techniques.

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BA and Beyond 20 - Milena Mileva, Geertje Appel, and Danny Kalkhoven - Tools and Techniques Triage

  1. 1. ba-beyond.eu — #BABeyond20 13 October 2020 Tools and Techniques Triage Milena Mileva, Geertje Appel & Danny Kalkhoven
  2. 2. Using the book Business Analysis, 99 essential tools for succes TOOLS & TECHNIQUES TRIAGE
  3. 3. Geertje Appel Danny Kalkhoven Ber Albers AGENDA ■ Introduction, the basic idea ■ The triage technique: sort, visualise, next steps ■ Two cases to provide context ■ “The sort” (selecting keep/park) ● Round 1 exercise ■ “Visualise and group” ● Round 2 exercise ■ Next step: define actions ● Round 3 exercise ■ Next steps: keep track of progress
  4. 4. Geertje Appel Danny Kalkhoven Ber Albers THE BASIC IDEA A new BA team.... here’s the book 99 tools, that is a lot ! Do we need them all, must we use them all, are we confident and capable? No... So we need a selection for our Team (or Project, or Assignment, or...)
  5. 5. Geertje Appel Danny Kalkhoven Ber Albers THE TRIAGE TECHNIQUE ■ Divide all 99 techniques into: KEEP and PARK ■ Use a quadrant technique to visualise the KEEPs and place them in relation to each other ■ Next steps: define actions, measure and keep track of progress
  6. 6. Geertje Appel Danny Kalkhoven Ber Albers CONTEXT: TWO CASES ■ Which criteria to use for KEEP or PARK? ■ Depends on context: Project, Assignment, Phase, etc. CASE 1: you are a team of analysts that are given the assignment to specify and guide the development of the new application website for a large university (5.000 students) CASE 2: you are a small team of analysts that are assigned to improve the reporting process for the management team of 3 directors and some 15 unit managers
  7. 7. Geertje Appel Danny Kalkhoven Ber Albers THE SORT ■ Go through all the techniques ■ Decide if the technique is needed/wanted or not ■ Some techniques might be labeled mandatory in organisation policy or standards ■ Divide them in two stacks: KEEP and PARK
  8. 8. Geertje Appel Danny Kalkhoven Ber Albers ROUND 1: SORT EXERCISE ■ We will provide cards with all 99 techniques ■ Discuss for your context/case: which to KEEP, which to PARK ■ Create two stacks of cards ■ Note the main reasons for selection that the group (table) agrees on
  9. 9. Geertje Appel Danny Kalkhoven Ber Albers VISUALISE AND GROUP LEVEL OF CONFIDENCE / CAPABILITY LEVELOFIMPORTANCE/NEED
  10. 10. Geertje Appel Danny Kalkhoven Ber Albers ROUND 2: VISUALISATION EXERCISE ■ Use the KEEP stack of cards ■ Place these on the quadrant. Remember: the relative importance/confidence is what matters
  11. 11. Geertje Appel Danny Kalkhoven Ber Albers NEXT STEP: DEFINE ACTIONS 1 2 3 4 5
  12. 12. Geertje Appel Danny Kalkhoven Ber Albers ROUND 3: DEFINE ACTIONS EXERCISE ■ Consider the result of the visualisation ■ Decide where you want to be in xxx time: ●Everybody needs to be max conf. On technique X ●At least two team members need to be confident on every important technique ●... ■ Discuss and whether trainings, Lunch&Learn, or other actions would be appropiate ■ Use post-its to add to the visualisation
  13. 13. Geertje Appel Danny Kalkhoven Ber Albers TAKE AWAYS / LESSONS LEARNED ■ Not every technique is always necessary ■ The team/project context sets the technique scope ■ It’s possible to plot into quadrants of importance and confidence ■ Does everybody need to have the same set of capabilities?
  14. 14. Geertje Appel Danny Kalkhoven Ber Albers FOLLOW UP ■ You will receive a pdf of the Mural ■ You can still visit the Mural read-only ■ The book can be obtained through the BCS webshop with a discount of 30% until the end of october. ■ Use code BEYOND20 https://shop.bcs.org/store/221

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