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© Watermark Learning, Inc. Are BAs and PMs Needed on Agile Projects? Presenter: Elizabeth Larson, PMP, CBAP, CSM Co‐Principal and CEO Watermark Learning

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Page 1: Are BAs and PMs Needed on Agile Projects? · 2018-09-07 · • CBAP, PMP, PMI‐PBA, CSM • Extensive BA and PM experience • Trained thousands of students • Co‐authored 5

© Watermark Learning, Inc. 

Are BAs and PMs Needed on Agile Projects?

Presenter:Elizabeth Larson, PMP, CBAP, CSMCo‐Principal and CEOWatermark Learning

Page 2: Are BAs and PMs Needed on Agile Projects? · 2018-09-07 · • CBAP, PMP, PMI‐PBA, CSM • Extensive BA and PM experience • Trained thousands of students • Co‐authored 5

© Watermark Learning, Inc. 

2

Presenter Biography

• CBAP, PMP, PMI‐PBA, CSM• Extensive BA and PM experience• Trained thousands of students• Co‐authored 5 books, many articles• Keynotes and presentations on 5 continents• Lead author on BABOK, PMBOK, PMI‐PBA 

Practice guide

Page 3: Are BAs and PMs Needed on Agile Projects? · 2018-09-07 · • CBAP, PMP, PMI‐PBA, CSM • Extensive BA and PM experience • Trained thousands of students • Co‐authored 5

© Watermark Learning, Inc. 

3

Sections

1. Myths2. Where we fit in an Agile/Scrum environment3. Providing value as organizations adopt Agile

Page 4: Are BAs and PMs Needed on Agile Projects? · 2018-09-07 · • CBAP, PMP, PMI‐PBA, CSM • Extensive BA and PM experience • Trained thousands of students • Co‐authored 5

© Watermark Learning, Inc. © Watermark Learning, Inc. 

Section 1 ‐ Agile Myths

Page 5: Are BAs and PMs Needed on Agile Projects? · 2018-09-07 · • CBAP, PMP, PMI‐PBA, CSM • Extensive BA and PM experience • Trained thousands of students • Co‐authored 5

© Watermark Learning, Inc. 

5

We value:Agile Manifesto

Little or no planning/discipline  

requiredResponding to change over following a plan

Working software over comprehensive documentation

Customer collaboration over contract negotiations

Individuals and interactionsover process and tools Each team can do 

their own thing

That is, while there is value in the items on the right, we value the items on the left more. 2/2001

Page 6: Are BAs and PMs Needed on Agile Projects? · 2018-09-07 · • CBAP, PMP, PMI‐PBA, CSM • Extensive BA and PM experience • Trained thousands of students • Co‐authored 5

© Watermark Learning, Inc. 

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1.Simplicity‐‐the art of maximizing the amount of work not done‐‐is essential.2.The best architectures, requirements, and designs emerge from self‐organizing teams.

3.At regular intervals, the team reflects on how to become more effective, then tunes and adjusts its behavior accordingly.

1.Customer satisfaction through early and continuous delivery of valuable software2.Welcome changing requirements, even late in development3.Deliver working Software frequently (weeks rather than months)4.Business people and developers must work together daily throughout the  project.5.Projects are built around motivated individuals…trust them to get the job done6.The most efficient and effective method of conveying information to and within a development team is face‐to‐face conversation.

7.Working software is the primary measure of progress.8.Agile processes promote sustainable development…maintain a constant pace indefinitely.9.Continuous attention to technical excellence and good design enhances agility.

12 Agile Principles/Myths

Customer satisfaction  = quickAgile = quick

Customer satisfaction through early and continuous delivery of valuable software

Collocation is required

The most efficient and effective method of conveying information to and within a development team is face‐to‐face conversation.

Projects are built around motivated individuals…trust them to get the job done

No project management 

needed

No business analysis needed

The best architectures, requirements, and designs emerge from self‐organizing teams.

Page 7: Are BAs and PMs Needed on Agile Projects? · 2018-09-07 · • CBAP, PMP, PMI‐PBA, CSM • Extensive BA and PM experience • Trained thousands of students • Co‐authored 5

© Watermark Learning, Inc. 

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3 Myths About Traditional Projects

Page 8: Are BAs and PMs Needed on Agile Projects? · 2018-09-07 · • CBAP, PMP, PMI‐PBA, CSM • Extensive BA and PM experience • Trained thousands of students • Co‐authored 5

© Watermark Learning, Inc. 

8

#1 Leadership Styles

3 Myths About Traditional Projects

Page 9: Are BAs and PMs Needed on Agile Projects? · 2018-09-07 · • CBAP, PMP, PMI‐PBA, CSM • Extensive BA and PM experience • Trained thousands of students • Co‐authored 5

© Watermark Learning, Inc. 

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Command & controlis authoritative in nature and uses a top‐down approach to leadership

stephenjgill.typepad.com/.../commandandcontrol‐leadership‐vs‐peoplecentered‐leadershi...

TraditionalAgile servant leaders

Command and Control

Page 10: Are BAs and PMs Needed on Agile Projects? · 2018-09-07 · • CBAP, PMP, PMI‐PBA, CSM • Extensive BA and PM experience • Trained thousands of students • Co‐authored 5

© Watermark Learning, Inc. 

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Changes

Project plans don’t change

Concrete 

5% to research change requests

Page 11: Are BAs and PMs Needed on Agile Projects? · 2018-09-07 · • CBAP, PMP, PMI‐PBA, CSM • Extensive BA and PM experience • Trained thousands of students • Co‐authored 5

© Watermark Learning, Inc. 

11

Non‐Agile = WaterfallInitiation

Analysis

Design

Development

Testing

Post‐implementation Review

Implementations

Page 12: Are BAs and PMs Needed on Agile Projects? · 2018-09-07 · • CBAP, PMP, PMI‐PBA, CSM • Extensive BA and PM experience • Trained thousands of students • Co‐authored 5

© Watermark Learning, Inc. 

12

Traditional Not Always Waterfall

Iterative

Prototyping

Page 13: Are BAs and PMs Needed on Agile Projects? · 2018-09-07 · • CBAP, PMP, PMI‐PBA, CSM • Extensive BA and PM experience • Trained thousands of students • Co‐authored 5

© Watermark Learning, Inc. 

13

Why Should We Care?

NO BAs or PMsAllowed

Page 14: Are BAs and PMs Needed on Agile Projects? · 2018-09-07 · • CBAP, PMP, PMI‐PBA, CSM • Extensive BA and PM experience • Trained thousands of students • Co‐authored 5

© Watermark Learning, Inc. © Watermark Learning, Inc. 

Section 2

Where We Fit in on an Agile/Scrum Project

Page 15: Are BAs and PMs Needed on Agile Projects? · 2018-09-07 · • CBAP, PMP, PMI‐PBA, CSM • Extensive BA and PM experience • Trained thousands of students • Co‐authored 5

© Watermark Learning, Inc. © Watermark Learning, Inc. 

Scrum MasterProduct Owner

Dev Team

The 3 Scrum RolesWhat Are They? What Do They Do?Where does the BA Fit In?

Page 16: Are BAs and PMs Needed on Agile Projects? · 2018-09-07 · • CBAP, PMP, PMI‐PBA, CSM • Extensive BA and PM experience • Trained thousands of students • Co‐authored 5

© Watermark Learning, Inc. 

BA as Scrum Master

Scrum Master

Roadblock Remover

Scrum Practices

Delivery

Coach

Focus – Help the team deliver the product

Page 17: Are BAs and PMs Needed on Agile Projects? · 2018-09-07 · • CBAP, PMP, PMI‐PBA, CSM • Extensive BA and PM experience • Trained thousands of students • Co‐authored 5

© Watermark Learning, Inc. 

Facilitate Team Events Facilitate Stakeholder Events

What About Facilitation?

Page 18: Are BAs and PMs Needed on Agile Projects? · 2018-09-07 · • CBAP, PMP, PMI‐PBA, CSM • Extensive BA and PM experience • Trained thousands of students • Co‐authored 5

© Watermark Learning, Inc. 

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BA As Product OwnerAdvantages and Disadvantages

PO

Business decisions

Ordering user stories

Product review

Answer product questions

Focus – the product

Page 19: Are BAs and PMs Needed on Agile Projects? · 2018-09-07 · • CBAP, PMP, PMI‐PBA, CSM • Extensive BA and PM experience • Trained thousands of students • Co‐authored 5

© Watermark Learning, Inc. 

19

Product Owners Need

Availability

Ability

Authority

Page 20: Are BAs and PMs Needed on Agile Projects? · 2018-09-07 · • CBAP, PMP, PMI‐PBA, CSM • Extensive BA and PM experience • Trained thousands of students • Co‐authored 5

© Watermark Learning, Inc. © Watermark Learning, Inc. 

InfluencerHelps ensure right decisions

Business Analyst

Product Owner

Makes product decisions       

Decision Maker

Page 21: Are BAs and PMs Needed on Agile Projects? · 2018-09-07 · • CBAP, PMP, PMI‐PBA, CSM • Extensive BA and PM experience • Trained thousands of students • Co‐authored 5

© Watermark Learning, Inc. 

Where Do BAs Fit?Part of the team doing BA work

Business Analyst

Business NeedBusiness CaseRecommend prioritizationRefine backlog/modelingFacilitate requirements eventsProduct StrategyProduct Roadmap

Acceptance criteria

Testing resultsDemo & retrospective

UX

User Stories

Do or consult on

Page 22: Are BAs and PMs Needed on Agile Projects? · 2018-09-07 · • CBAP, PMP, PMI‐PBA, CSM • Extensive BA and PM experience • Trained thousands of students • Co‐authored 5

© Watermark Learning, Inc. © Watermark Learning, Inc. 

Help Wanted!

Page 23: Are BAs and PMs Needed on Agile Projects? · 2018-09-07 · • CBAP, PMP, PMI‐PBA, CSM • Extensive BA and PM experience • Trained thousands of students • Co‐authored 5

© Watermark Learning, Inc. 

Advantages and Disadvantages

PO

Business decisions

Ordering user stories

Product review

Answer product questions

Where Do PMs Fit?

Focus – the product

Page 24: Are BAs and PMs Needed on Agile Projects? · 2018-09-07 · • CBAP, PMP, PMI‐PBA, CSM • Extensive BA and PM experience • Trained thousands of students • Co‐authored 5

© Watermark Learning, Inc. © Watermark Learning, Inc. 

Scrum Master

Where Do PMs Fit?What Are They? What Do They Do?

Scrum Master

Roadblock Remover

Scrum Practices

Delivery Owner

Coach

Focus – Help the team deliver the product

Page 25: Are BAs and PMs Needed on Agile Projects? · 2018-09-07 · • CBAP, PMP, PMI‐PBA, CSM • Extensive BA and PM experience • Trained thousands of students • Co‐authored 5

© Watermark Learning, Inc. © Watermark Learning, Inc. 

Where Do PMs Fit?What Are They? What Do They Do?Initiating

Planning

Executing

Closing

Monitoring/ Controlling

Vision Product Roadmap

Resource Capacity SprintEstimating

Complete Sprint

Daily Scrum Burndown/burnup

Review Retrospective

Page 26: Are BAs and PMs Needed on Agile Projects? · 2018-09-07 · • CBAP, PMP, PMI‐PBA, CSM • Extensive BA and PM experience • Trained thousands of students • Co‐authored 5

© Watermark Learning, Inc. 

Where Do PMs Fit?

Business need/casePerformance reportingHandling contracts/ contractorsCoordinating activitiesRemoving impedimentsProtecting the teamManaging risksHandling team conflictEtc.

Do or consult on

Agile PM Doing PM work

Page 27: Are BAs and PMs Needed on Agile Projects? · 2018-09-07 · • CBAP, PMP, PMI‐PBA, CSM • Extensive BA and PM experience • Trained thousands of students • Co‐authored 5

© Watermark Learning, Inc. 

27

Agile PM Jobs

https://www.indeed.com/jobs?q=Agile+Project+Manager&l=anywhere

Page 28: Are BAs and PMs Needed on Agile Projects? · 2018-09-07 · • CBAP, PMP, PMI‐PBA, CSM • Extensive BA and PM experience • Trained thousands of students • Co‐authored 5

© Watermark Learning, Inc. 

28

Section 3Providing Value As Organizations Adopt Agile

Page 29: Are BAs and PMs Needed on Agile Projects? · 2018-09-07 · • CBAP, PMP, PMI‐PBA, CSM • Extensive BA and PM experience • Trained thousands of students • Co‐authored 5

© Watermark Learning, Inc. 

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The Agile PMO

• Consistent practices• Create metrics• Compliance • Inflow of new projects• Agile health‐check• Enterprise coaching• Transitioning to Agile•Work with other groups• Digital transformation projects• Scaling Agile

“A project management office (PMO) that is engaged in and supportive of transitioning to Scrum can be a tremendous Boon” 

Mike Cohn,   https://www.mountaingoatsoftware.com/articles/the‐roles‐of‐the‐project‐management‐office‐in‐scrum

Page 30: Are BAs and PMs Needed on Agile Projects? · 2018-09-07 · • CBAP, PMP, PMI‐PBA, CSM • Extensive BA and PM experience • Trained thousands of students • Co‐authored 5

© Watermark Learning, Inc. 

30

The Agile PMO

Business Agility

Project agility

Commitment

Dedicated resources

Organization change

DevOps/ Automated 

toolsDigital trust

Scaling Agile

Page 31: Are BAs and PMs Needed on Agile Projects? · 2018-09-07 · • CBAP, PMP, PMI‐PBA, CSM • Extensive BA and PM experience • Trained thousands of students • Co‐authored 5

© Watermark Learning, Inc. 31

3 Pieces of Advice

•Trusted advisor/strategic partner•Different titles•Be conversant in the digital world

Page 32: Are BAs and PMs Needed on Agile Projects? · 2018-09-07 · • CBAP, PMP, PMI‐PBA, CSM • Extensive BA and PM experience • Trained thousands of students • Co‐authored 5

© Watermark Learning, Inc. 

Are BAs and PMs Needed on Agile Projects?

Are Business Analysis and Project Management Needed on Agile Projects?

Presenter:Elizabeth Larson, PMP, CBAP, CSMCo‐Principal and CEOWatermark Learning

Page 33: Are BAs and PMs Needed on Agile Projects? · 2018-09-07 · • CBAP, PMP, PMI‐PBA, CSM • Extensive BA and PM experience • Trained thousands of students • Co‐authored 5

© Watermark Learning, Inc. 

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Page 34: Are BAs and PMs Needed on Agile Projects? · 2018-09-07 · • CBAP, PMP, PMI‐PBA, CSM • Extensive BA and PM experience • Trained thousands of students • Co‐authored 5

© Watermark Learning, Inc. 

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Contact Slide

Elizabeth Larson, CBAP, PMP, PMI-PBA, CSMCEO, Watermark Learning

[email protected]

@e_larson

Elizabeth Larson