June 2015
Planning Requirements:
Getting Started on a New Project
TOPIC
Importance of Planning
Components of a Business Analysis Plan Example Plans
A decision has been made to search for new
software to replace an aging software package. The current software is for expense reporting, and used by all areas of the company, and has been in use for
17 years. There is an administrative team who manages the expense reporting process, as well as
15 other departments and 536 users. Over the years, a lot of integrations to the software have been
built , including to the ERP system, finance system, the bank and many others.
YOU HAVE A NEW PROJECT
WHY IS IT IMPORTANT TO PLAN?
• Understand what needs
to be done
• Negotiation on scope
and tasks
• Estimate amount of work • Set expectations
BUSINESS ANALYSIS PLANNING WHERE TO BEGIN? Get oriented Determine primary stakeholders What SDLC will be used? Understand project history
BUSINESS PROBLEM BUSINESS OBJECTIVE Business Problem SeiSounds subscription revenue has dropped by 10%
in the last quarter
Business Objective Increase quarterly subscription revenue from $72,000 to $80,000 within two quarters (from
BUSINESS ANALYSIS PLANNING
BUSINESS PROBLEMS & OBJECTIVES HELP UNDERSTAND THE SCOPE
High-level Activities
Prep time
Heads down time
Creating Requirement
Models
Writing requirements Reviewing deliverables
Consider Schedules BUSINESS ANALYSIS PLANNING
Scope Statement Visual Requirement
Models
Backlog with user
stories Requirements Specification Requirements Management Plan Acceptance Criteria
BUSINESS ANALYSIS PLANNING
BUSINESS ANALYSIS APPROACH
FORMALITY & LEVEL OF DETAIL OF BUSINESS ANALYSIS DEVIVERABLES
Approach
Predictive Adaptive Solution
Definition Defined before implementation to maximize control and minimize risk
Defined in iterations to arrive at best solution or improve existing solution Level of
Formality Formal – Information is captured in standardized templates
Informal – Information is gathered through team and feedback
Activities Activities required to complete deliverables are identified first and then divided into tasks
Activities are divided into iterations with
deliverables first and
then the associated tasks are identified
Timing Tasks are performed in
BUSINESS ANALYSIS APPROACH TECHNIQUES
Multiple meetings on a single topic?
Interview small groups before workshop? Requirements Workshop needed?
1x1 Interviews? Document analysis?
BUSINESS ANALYSIS APPROACH PLAN CONSIDERATIONS
Senior Chen CEO Jake Sear VP Marketing Kell Allen Marketing Dev Manager Andrea Grover Marketing Analyst Shrim Panter Director of Analytics Sanjay Chai VP IT Kelly Herplan Director of Development Amber Weaver Dev Manager Will Spooner Director of QA Blanch Biller VP Supply Chain Will Knife Sr. Supply Chain Analyst Sally Winterton VP Product Management Elizabeth Grant Sr. Product Manager Michael Fischer Requirements Analyst Betty Anderson Sr. Business Analyst Lenny Legal General Counsel
BUSINESS ANALYSIS APPROACH
BUSINESS ANALYSIS APPROACH
STAKEHOLDER CONSIDERATIONS
Roles
Attitudes
Decision Making Authority Level of Power or Influence
BUSINESS ANALYSIS APPROACH
BUSINESS ANALYSIS APPROACH
BUSINESS ANALYSIS APPROACH
GOVERNANCE
Governance
Decision Making Process Reviews
Change Control
Approvals
BUSINESS ANALYSIS APPROACH
BUSINESS ANALYSIS APPROACH
BUSINESS ANALYSIS APPROACH POSSIBLE METRICS Accuracy and Completeness Knowledge Effectiveness Organizational Support Significance Strategic Timeliness
BUSINESS ANALYSIS APPROACH
EXAMPLE
EXAMPLE
EXAMPLES
OTHER BA PLAN TEMPLATES
IIBA Austin Templates BA Times Template Watermark Learning Templates
A decision has been made to search for new
software to replace an aging software package. The current software is for expense reporting, and used by all areas of the company, and has been in use for
17 years. There is an administrative team who manages the expense reporting process, as well as
15 other departments and 536 users. Over the years, a lot of integrations to the software have been
built , including to the ERP system, finance system, the bank and many others.
LET’S TRY AGAIN…
BABOK v2
1 Plan Business Analysis Approach
2 Conduct Stakeholder Analysis
3 Plan Business Analysis Activities
4 Plan Business Analysis Communication
5 Plan Requirement
Management Process
6 Manage Business Analysis Performance
BABOK v3
1 Plan Business Analysis Approach
2 Plan Stakeholder Engagement
3 Plan Business Analysis Governance
4 Plan Business Analysis Information Management 5 Identify Business Analysis
Performance Improvements
BUSINESS ANALYSIS PLANNING & MONITORING COMPARE BABOK VERSIONS
• Visual Models for Software Requirements (Beatty and Chen 2012) • Software Requirements, 3rd Edition (Wiegers and Beatty 2013) • A Guide to the Business Analysis Body of Knowledge (IIBA 1015)
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