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Practice makes perfect
Aiming for excellence
in business analysis
with David Morris CSM CBAP BA World
Equinox IT Business Consulting 15 March 2009
… and why it’s
important just
now (in 2009)
Let’s explore what
we mean by
“excellence in
business analysis” …
Our organisations need
a bigger bang for their buck
ICT spending
↓30%
(IDC NZ Ecosystem Study 2009)
BAs are in a key position to assist our
organisations achieve more with less
… but we need to get better at
delivering
What challenges do we face in
delivering for our organisations?
Since 1994, every 2 years, the Standish Group has published the
Chaos Report, assessing our rates of success with project delivery,
and after 7 reports (in 2009), we have made some progress …
Cancelled projects down a quarter
31%
24%
1994 1996 1998 2000 2002 2004 2006 2008
CHAOS report, Standish Group
Cancelled projects are those that never saw the light of day – ran out of
budget, change of ownership, re-prioritisation, company went bust, etc.
Challenged projects down a fifth
53%
44%
1994 1996 1998 2000 2002 2004 2006 2008
CHAOS report, Standish Group
Challenged projects are those that do get implemented, but not with all
features, on budget, on schedule – or typically a combination of all three
Successful projects doubled
16%
32%
1994 1996 1998 2000 2002 2004 2006 2008
CHAOS report, Standish Group
Definite improvement, but …
16%
32%
53%
44%
31%
24%
1994 1996 1998 2000 2002 2004 2006 2008
CHAOS report, Standish Group
… still unsuccessful on two-thirds
CHAOS report, Standish Group
Succeeded
32%
Challenged
44%
Cancelled
24%
So, what are the key factors that
contribute to success?
Requirements, scope, business case
32% • Strong elicitation and management of requirements
• Good control of solution scope
• Clear business case, kept in review throughout
of project success
Contributes to
Engagement with end-users
24% • Win their hearts and minds at the start
• Involve them throughout the project
• Set clear expectations, communicate, and deliver
of project success
Contributes to
Engaging with senior stakeholders
14% • Clear vision for project
• Strong backing from senior management support
of project success
Contributes to
Competencies and leadership
10% • Strong leadership behaviours
• Appropriate team competencies and development
of project success
Contributes to
Project management
20% • Wise and timely allocation of resources
• Just enough planning
• More frequent delivery to shorter timescales
of project success
Contributes to
Business analysts have influence over
80% of project success factors
Project
management
20%
Scope &
requirements
32%
Engagement
with business
24%
Engagement
with senior
stakeholders
14%
Competencies
and leadership
10%
CHAOS report, Standish Group
That was international, but it’s no
better in New Zealand
Maturity levels of BA practices
54%
2 3 4 5
2009 Business Analysis Baseline, IIBA NZ
practices below level 3
Not enough BAs have or are working
toward professional qualifications
66%practices have no or very few
professionally qualified BAs
Too many BAs are still working solely
at the tactical project level
69%
Aiming for excellence can help
Community
of practice
Community of
competence
Development
Maturity
Centre of
excellence
Strategic
alignment
Community
of interest
Support
Glenn Brulee
Develop highly-effective business
analysts
7 Habits of Highly Effective People, Stephen R Covey
Aptitude
SkillsKnowledge
• Assess your team’s knowledge, skills, and aptitude
• Agree development plans and mentoring
• Set paths to certification
Implement systems and structures
• Establish, monitor, and continually improve the
systems and processes for our BA practices
Select appropriate methodology for
the business and technical teams
Drive
toward more
structure
Agile
Iterative
Waterfall
Drive
toward more
adaptive
Organisation culture
Conformance to the plan Rapid business value
Projectculture
StructuredAdaptive
Pete Tansey
Improve service levels
• Improve requirements capabilities
• Agree how to manage scope, and keep to it
• Mandate business cases, and actively review them
Work at the strategic level
• Engage with senior stakeholders
• Guide selection of most value soonest delivered
• Follow through with benefits realisation review
Start the journey toward excellence
Get buy in from the business
• Create a practice vision
• Recruit a senior sponsor
• Get all stakeholders on side
Assess where you are today
• Consider what measures should be in place
• Assess your practice’s current maturity
• Assess team’s individual competencies
Organisation readiness
Dark ages Tokenism Payback Partnership
Where is your organisation on this continuum, and how ready are they to
form a partnership?
Rob Thomsett
Which heading
• Agree new heading
• Take first steps with new working practices
• Establish a regular training programme
Get ready to scale strategic heights
• Gear up to provide strategic enterprise analysis to
operate as an internal consultancy
When working with senior business
stakeholders, be willing to challenge
the emperor’s clothes
Monitor and adjust
• Collect metrics agreed beforehand
• Hold regular 360 reviews with stakeholders
• Be ready to pivot if things don’t work out
Are we getting better at delivering?
• To help our organisations deliver more with less, we
have to up our game
• Aiming for excellence will help us achieve that
LinkedIn linkedin.com/in/DavidJCMorris
Twitter twitter.com/DavidJCMorris
Email davidjcmorris@hotmail.com
Follow up

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Aiming for Excellence in Business Analysis

  • 1. Practice makes perfect Aiming for excellence in business analysis with David Morris CSM CBAP BA World Equinox IT Business Consulting 15 March 2009
  • 2. … and why it’s important just now (in 2009) Let’s explore what we mean by “excellence in business analysis” …
  • 3. Our organisations need a bigger bang for their buck ICT spending ↓30% (IDC NZ Ecosystem Study 2009)
  • 4. BAs are in a key position to assist our organisations achieve more with less
  • 5. … but we need to get better at delivering
  • 6. What challenges do we face in delivering for our organisations?
  • 7. Since 1994, every 2 years, the Standish Group has published the Chaos Report, assessing our rates of success with project delivery, and after 7 reports (in 2009), we have made some progress …
  • 8. Cancelled projects down a quarter 31% 24% 1994 1996 1998 2000 2002 2004 2006 2008 CHAOS report, Standish Group Cancelled projects are those that never saw the light of day – ran out of budget, change of ownership, re-prioritisation, company went bust, etc.
  • 9. Challenged projects down a fifth 53% 44% 1994 1996 1998 2000 2002 2004 2006 2008 CHAOS report, Standish Group Challenged projects are those that do get implemented, but not with all features, on budget, on schedule – or typically a combination of all three
  • 10. Successful projects doubled 16% 32% 1994 1996 1998 2000 2002 2004 2006 2008 CHAOS report, Standish Group
  • 11. Definite improvement, but … 16% 32% 53% 44% 31% 24% 1994 1996 1998 2000 2002 2004 2006 2008 CHAOS report, Standish Group
  • 12. … still unsuccessful on two-thirds CHAOS report, Standish Group Succeeded 32% Challenged 44% Cancelled 24%
  • 13. So, what are the key factors that contribute to success?
  • 14. Requirements, scope, business case 32% • Strong elicitation and management of requirements • Good control of solution scope • Clear business case, kept in review throughout of project success Contributes to
  • 15. Engagement with end-users 24% • Win their hearts and minds at the start • Involve them throughout the project • Set clear expectations, communicate, and deliver of project success Contributes to
  • 16. Engaging with senior stakeholders 14% • Clear vision for project • Strong backing from senior management support of project success Contributes to
  • 17. Competencies and leadership 10% • Strong leadership behaviours • Appropriate team competencies and development of project success Contributes to
  • 18. Project management 20% • Wise and timely allocation of resources • Just enough planning • More frequent delivery to shorter timescales of project success Contributes to
  • 19. Business analysts have influence over 80% of project success factors Project management 20% Scope & requirements 32% Engagement with business 24% Engagement with senior stakeholders 14% Competencies and leadership 10% CHAOS report, Standish Group
  • 20. That was international, but it’s no better in New Zealand
  • 21. Maturity levels of BA practices 54% 2 3 4 5 2009 Business Analysis Baseline, IIBA NZ practices below level 3
  • 22. Not enough BAs have or are working toward professional qualifications 66%practices have no or very few professionally qualified BAs
  • 23. Too many BAs are still working solely at the tactical project level 69%
  • 25. Community of practice Community of competence Development Maturity Centre of excellence Strategic alignment Community of interest Support Glenn Brulee
  • 26. Develop highly-effective business analysts 7 Habits of Highly Effective People, Stephen R Covey Aptitude SkillsKnowledge • Assess your team’s knowledge, skills, and aptitude • Agree development plans and mentoring • Set paths to certification
  • 27. Implement systems and structures • Establish, monitor, and continually improve the systems and processes for our BA practices
  • 28. Select appropriate methodology for the business and technical teams Drive toward more structure Agile Iterative Waterfall Drive toward more adaptive Organisation culture Conformance to the plan Rapid business value Projectculture StructuredAdaptive Pete Tansey
  • 29. Improve service levels • Improve requirements capabilities • Agree how to manage scope, and keep to it • Mandate business cases, and actively review them
  • 30. Work at the strategic level • Engage with senior stakeholders • Guide selection of most value soonest delivered • Follow through with benefits realisation review
  • 31. Start the journey toward excellence
  • 32. Get buy in from the business • Create a practice vision • Recruit a senior sponsor • Get all stakeholders on side
  • 33. Assess where you are today • Consider what measures should be in place • Assess your practice’s current maturity • Assess team’s individual competencies
  • 34. Organisation readiness Dark ages Tokenism Payback Partnership Where is your organisation on this continuum, and how ready are they to form a partnership? Rob Thomsett
  • 35. Which heading • Agree new heading • Take first steps with new working practices • Establish a regular training programme
  • 36. Get ready to scale strategic heights • Gear up to provide strategic enterprise analysis to operate as an internal consultancy
  • 37. When working with senior business stakeholders, be willing to challenge the emperor’s clothes
  • 38. Monitor and adjust • Collect metrics agreed beforehand • Hold regular 360 reviews with stakeholders • Be ready to pivot if things don’t work out
  • 39. Are we getting better at delivering? • To help our organisations deliver more with less, we have to up our game • Aiming for excellence will help us achieve that

Editor's Notes

  1. Today we’re going to explore what we mean by excellence in business analysis, and particularly what we mean by centres of excellence. I’d like to paint a scene for you:
  2. Today more than ever, our organisations need to achieve more with less. The global recession is causing businesses and government to save money by reducing IT spending where possible “30% less funding for ICT projects is expected” (IDC NZ Ecosystem Study 2009)
  3. As business analysts, we are in a key position to assist our organisations achieving more with lessBut do we? Can we? In reality, we are an evolving community of practice for business analysis, struggling to meet those expectationsWe want to become highly effective and motivated business analysts, exceeding business expectations
  4. The key message to take away from this is that:to meet our organisation’s expectations, we need to up our game and get better at delivering – and as we’ll see through this session – centres of excellence provides a way of justifying the effort in improvement
  5. In considering the challenges, we’re going to look at: > the state of play in project delivery, > some of the factors behind that, and > how that affects us in New Zealand
  6. Since 1994, the Standish Group has published a report every two years on success with project delivery, and the factors involved – they called this the CHAOS reportWe’ve now had 7 reports showing that we’ve made *some progress* – as we’ll see
  7. Over 14 years, cancelled projects down by just under 25%Cancelled projects are those that for whatever reason, never saw the light of day – ran out of budget, law changes, change of management/ownership, reprioritisation of projects, company went bust, etc. etc. etc
  8. Challenged projects down by just under 20%Challenged projects are those that did get implemented, but with not with all features, on budget, on schedule – or typically a combination of all three
  9. And here’s the really good news – project success has doubled
  10. So although it has been a bit of a rollercoaster ride – things are definitely looking better than they did back in 1994 but we have a long way to go still - as we’re about to see
  11. While we are now delivering twice as many successful projects as 14 years ago – that’s still less than one third So we’re still not delivering all features, on time, on budget for over two-thirds of projects
  12. Let’s look at the factors that contribute to these failures, from the perspective of business analysts
  13. Three aspects to how this causes issues:> Poor elicitation and management of requirements, > Poor control of solutionscope, and > Unclear or nonexistent business case, or not checking it as we go
  14. Three aspects to how lack of appropriate two-way engagement with the business stakeholders causes issues:> Not involving them enough at the start (hearts and minds),> Neglecting them through the project, or > Just delivering something unexpected to an unprepared audience (hopefully not like this talk)
  15. Two ways not engaging fully with our senior business stakeholders causes issues> Lack of vision for project> Lack of senior management support
  16. And our approach to leadership behaviours and competencies can cause issues tooPaying attention – this only comes to 80%
  17. Finally, project management is obviously also a factor, but usually outside our influenceThree contributing factors:> Allocating resources,> Adequate planning,> Timescales and milestones
  18. There are 15 individual factors that contribute toward project success (if done right) or failure (if not). The CHAOS reports show us how much each factor affects the success or otherwise. I’ve combined their figures for cancelled and challenged projects to come up with this split. It’s amazing to realise that business analysts have influence
  19. As business analysts in NZ, we’re struggling just as much as our colleagues overseas
  20. Maturity levels:1) Initial: business analysis performed inconsistently2) Repeatable: some standardisation on practices and templates3) Defined: process is formalised and predictable4) Managed: quality of artefacts is assured through reviews5) Optimising: continuous process improvementMajority (54%) of BA practices in NZ are below level 3 maturity
  21. Majority of BA practices in NZ have none or very few professionally qualified in business analysis
  22. Majority of NZ business analysts working at the tactical level
  23. Aiming for excellence can help business analysis practices overcome these challenges
  24. What do we mean by ‘centres of excellence’One thing to sort out first, it does not mean everyone working together in one locationA community of interest promotes collaborative supportA community of practice promotes practice and personal developmentA community of competence promotes a growing level of maturityA centreof excellence promotes a strategic alignment[based on an original model byGlenn Brulee]
  25. Centres of excellence enable us to develop and support our staff and skills to become highly effective business analystsKnowledge of what has to be doneSkills of how it has to be doneAptitude to care to do it right> Assess knowledge, skills, and aptitude> Provide training and mentoring> Follow a path toward certification
  26. We need to establish, monitor, and continuously improve our systems and structures
  27. Selecting an appropriate methodology for the business and technical teamsBased on alignment of organisation culture along the conformance to business value continuumBased on alignment of project culture along the structured to adaptive continuumThose interested in structure and conformance will favour waterfall practices.Those interested in adaptive projects and business value will favour agile practices.Those somewhere between the two will no doubt favour RUP. Where IT is more adaptive but the organisation still focus on conformance, in the short-term it should ether adapt to more structured approaches or seek to influence the organiastional mindset.Where the business is into the business value from each initiative> Define processes and standards> Develop templates> Maintain a knowledgebase
  28. We need to work on our level of service to be recognised as delivering value to our organisationsImprove the way we elicit, document, check, and communicate requirementsAgree with the business how we manage scope, and then make sure we do itEnsure that we have a business case for our projects, and check at key milestones that it’s still valid
  29. We need to get involved working at strategic enterprise analysis to deliver optimum value:> Engage with our senior stakeholders, helping them select initiatives that realise most value soonest> Monitor solutions after projects have been implemented, to ensure that benefits really are delivered> Doctors – sun shines on successes – earth covers up mistakes
  30. Now we can start our journey towards excellence
  31. Create a vision that articulates how developing your practice improves your organisation’s effectiveness Find a senior business stakeholder who can act as sponsor and champion the changesConsult with all stakeholders and get them on side
  32. > Consider what measures (KPI, SLA) you will need in place> Assess the maturity of your practice> Assess individual competencies
  33. Check your organisation’s readiness to engage with in a new way, what is the relationship like at the moment? Are they still kept in the dark by the mystical IT wizards? Are they involved in tightly controlled ways only? Have they seen through that and in a backlash against all things IT? Are they ready to meet and work in partnership already? Rob Thomsett’s allegorical story of the four phasaes of IT/Business relationships, as described by Jim Highsmith in his book ‘Adaptive Software Development: A Collaborative Approach to Managing Complex Systems’.
  34. Know where you’re headed, and take the first stepsOnce you’ve agreed a new landscape, get going with new working practicesEstablish a regular training program
  35. Gear up to providing the strategic enterprise analysis consultancy
  36. Constantly monitor how you’re going and adjust if necessary> Collect the metrics agreed beforehand> Hold regular 360° reviews with key stakeholders> Be ready to change direction if things don’t work out
  37. We’ve reviewed the challenges, how centres of excellence can help address them, and how we can prepare for taking this journey toward excellenceSo to recap, the key message to take away from this is that:to meet our organisation’s expectations, we need to up our game and get better at delivering – centres of excellence provides a way of justifying the effort in improvement
  38. I would be very happy to come talk to you about any of this. Please feel free to contact me via any of these accounts, and I’m happy to take any questions now. [