planning requirements: getting started on a new project - planning for requirements.pdf · june...
TRANSCRIPT
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TOPIC
Importance of Planning
Components of a Business Analysis Plan
Example Plans
AGENDA
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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
DRAFT A BUSINESS ANALYSIS PLAN
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WHY IS IT IMPORTANT TO
PLAN?
• Understand what needs to be done
• Negotiation on scope and tasks
• Estimate amount of work
• Set expectations
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BUSINESS ANALYSIS PLANNING
WHERE TO BEGIN?
Get oriented
Determine primary
stakeholders
What SDLC will be used?
Understand project history
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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
development start)
BUSINESS ANALYSIS PLANNING
BUSINESS PROBLEMS & OBJECTIVES HELP UNDERSTAND THE SCOPE
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High-level Activities
Prep time
Heads down time
Creating Requirement
Models
Writing requirements
Reviewing deliverables
Consider Schedules
BUSINESS ANALYSIS PLANNING
CREATING A BUSINESS ANALYSIS PLAN
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Scope Statement
Visual Requirement
Models
Backlog with user
stories
Requirements
Specification
Requirements
Management Plan
Acceptance Criteria
BUSINESS ANALYSIS PLANNING
WHAT DELIVERABLES ARE REQUIRED?
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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
specific phases
Tasks are performed
iteratively
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Multiple meetings on a single topic?
Interview small groups before workshop?
Requirements Workshop needed?
1x1 Interviews? Document analysis?
BUSINESS ANALYSIS APPROACH
PLAN CONSIDERATIONS
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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
PERFORM STAKEHOLDER ANALYSIS
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BUSINESS ANALYSIS APPROACH
STAKEHOLDER CONSIDERATIONS
Roles
Attitudes
Decision Making Authority
Level of Power or Influence
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BUSINESS ANALYSIS APPROACH
GOVERNANCE
Governance
Decision Making Process Reviews
Change Control
Approvals
Prioritization
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BUSINESS ANALYSIS APPROACH
POSSIBLE METRICS
Accuracy and
Completeness
Knowledge
Effectiveness
Organizational
Support
Significance
Strategic
Timeliness
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EXAMPLES
OTHER BA PLAN TEMPLATES
IIBA Austin
Templates
BA Times
Template
Watermark Learning
Templates
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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…
DRAFT A BUSINESS ANALYSIS PLAN
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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
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• 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)
FOR MORE INFORMATION
CONSIDER THESE RESOURCES
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Betsy Stockdale [email protected]
S www.seilevel.com
@Seilevel
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