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BABOK3 3.1

3.1 Plan Business Analysis Approach

What are business analysis approaches? Business analysis approaches describe the overall method that will be followed when performing business analysis work on a given initiative, how and when tasks will be performed, and the deliverables that will be produced.
What can define a business analysis approach? The business analysis approach may be defined by a methodology or by organizational standards.
The business analysis approach should...? align to goals of the change; coordinate tasks with activities and deliverables of the change; include tasks to manage risks that could reduce the quality or impede task efficiency; use approaches, techniques and tools that have worked well before.
How do Needs shape the approaches used? The approach is shaped by the problem or opportunity faced by the organization. It is necessary to consider what is known about the need at the time of planning, while acknowledging that understanding evolves throughout business analysis activities.
What are the 5 Guidelines/Tools used in Plan Business Analysis Approach? Business Analysis Performance Assessment, Business Policies, Expert Judgement, Methodologies and Frameworks, Stakeholder Engagement Approach.
What is a predictive planning approach? Focuses on minimizing upfront uncertainty and ensuring that the solution is defined before implementation begins in order to maximize control and minimize risk.
When is a predictive planning approach used? Often preferred in situations where requirements can effectively be defined ahead of implementation, the risk of an incorrect implementation is unacceptably high, or when engaging stakeholders presents significant challenges.
What is an adaptive planning approach? Focuses on rapid delivery of business value in short iterations in return for acceptance of a higher degree of uncertainty regarding the overall delivery of the solution.
When is an adaptive planning approach used? These approaches tend to be preferred when taking an exploratory approach to finding the best solution or for incremental improvement of an existing solution.
Can you combine adaptive and predictive planning approaches in the same initiative? Yes!
What factors should a BA consider when planning the approach? May consider the organization’s standards, tolerance for uncertainty, and previous experience with different approaches.
What approach uses formal documentation? Predictive approaches typically call for formal documentation and representations. Business analysis information may be captured in a formal document or set of representations following standardized templates.
What approach uses less formal documentation? Adaptive approaches - requirements and designs through team interaction plus feedback on a working solution. Mandatory requirements just a prioritized list. Other docs may be eg models to understand a specific problem/ post prod formal docs for knowledge.
What are 8 other considerations that may affect the choice of approach? complex/high risk change; heavily regulated; contracts require formality; geographically dispersed stakeholders; resources are outsourced; staff = high turnover/ inexperienced; formal sign off process; information must be maintained long-term or re-used
What is a Business Analysis Performance Assessment? Lessons Learned - provides results of previous assessments that should be reviewed and incorporated into all planning approaches.
What are Business Policies? Define the limits within which decisions must be made. They may be described by regulations, contracts, agreements, deals, warranties, certifications, or other legal obligations.
What is Expert Judgement? May be provided from a wide range of sources including stakeholders on the initiative, organizational Centres of Excellence, consultants, or associations and industry groups, prior experiences of the business analyst and other stakeholders.
What are Methodologies & Frameworks? Shape the approach that will be used by providing methods, techniques, procedures, working concepts, and rules. They may need to be tailored to better meet the needs of the specific business challenge.
What is the Stakeholder Engagement Approach? Understanding the stakeholders and their concerns and interests may influence decisions made when determining the business analysis approach.
Document Analysis: used to review existing organizational assets that might assist in planning the approach.
Estimation: used to determine how long it may take to perform business analysis activities.
Financial Analysis: used to assess how different approaches (and the supported delivery options) affect the value delivered.
Functional Decomposition: used to break down complex business analysis processes or approaches into more feasible components.
Interviews: used to help build the plan with an individual or small group.
Item Tracking: used to track any issues raised during planning activities with stakeholders. Can also track risk related items raised during discussions when building the approach.
Lessons Learned: used to identify an enterprise’s previous experience (both successes and challenges) with planning business analysis approach.
Process Modelling: used to define and document the business analysis approach.
Reviews: used to validate the selected business analysis approach with stakeholders.
Risk Analysis and Management: used to assess risks in order to select the proper business analysis approach.
Scope Modelling: used to determine the boundaries of the solution as an input to planning and to estimating.
Survey or Questionnaire: used to identify possible business analysis activities, techniques, risks and other relevant items to help build the business analysis approach.
Workshops: used to help build the plan in a team setting.
What is the Business Analysis Approach output? identifies the business analysis approach and activities that will be performed across an initiative including who will perform activities, timing and sequencing of the work, deliverables to be produced and techniques that may be utilized.
What factors affect how Complexity & Risk is measured or assessed? Size of change, number of business areas or systems affected, geographic and cultural considerations, technological complexities, and any risks that could impede the business analysis effort
What factors impact the risk level of a business analysis effort? BA experience & domain knowledge; stakeholder experience communicating needs & attitude to change and business analysis; time allocated to business analysis activities; framework, methodology, tools, and/or techniques imposed by org; org cultural norms.
What factors impact the timing of the business analysis work? availability of resources; priority and/or urgency of the initiative; other concurrent initiatives; constraints such as contract terms or regulatory deadlines.
How does a business analysis approach describe business analysis activities? A business analysis approach provides a description of the types of activities that the business analyst will perform.
What are 3 ways to integrate business analysis activities into the business analysis approach? Identify activities for each deliverable, then break into tasks; divide work into iterations, identify deliverables, then activities & tasks; use a previous similar initiative as an outline & apply activities & tasks unique to the current initiative
What are the Elements of Plan Business Analysis Approach? Planning approach, Formality & Level of detail of deliverables, Business analysis activities, Timing of work, complexity & risk, Acceptance
What is Acceptance? The business analysis approach is reviewed and agreed upon by key stakeholders. Any issues are documented and resolution is sought.
Created by: Tarka
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