essential business analysis skills
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ESSENTIALBUSINESSANALYSIS SKILLSANALYSISSKILLS
PART1Presentedby:Terry AldebertTerryAldebert
Procept AssociatesLtd.SeniorConsultant/Instructor
Copyrightv2008 0.04Procept AssociatesLtd. 1
Agenda
Introductions
EssentialBusinessAnalysisSkills Part1 PlanningandMonitoring CommunicationandManagement EnterpriseAnalysis
Questions
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Introduction
Premierproviderofprofessionaltrainingprogramsprograms
Nichestrategicconsulting Threespecialtyareas:ProjectManagement,BusinessAnalysisandITIL
Partnerwith5universitiesacrossCanada AccreditedbyPMI,IIBAandISEB
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IntroductionCont. BasedontheBABoK 2.0Draft Brieflycoversallsections TheBABoK isavailableontheIIBAwebsiteifyouwouldlikemoreinformation
Notaprocess
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RequirementsPlanningand MonitoringandMonitoring
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LearningObjectives Appreciatetheimportanceofplanning BecomeacquaintedwiththeprocessforcompletingaStakeholderAnalysisandcommunicationplan
Befamiliarizedwithdifferentestimationtechniques
Understandthebasicsofarequirementsmanagementplan
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IntrotoKnowledgeArea Typicallyrelatedtoprojectmanagementactivitiesactivities
PlanningBAactivities Monitoractivitiesthroughoutproject
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Planning
CloselyrelatedtoProjectManagementactivitiesactivities
Ensuresalignmentwithprojectmanagementplan
Determine: Stakeholders Mostappropriatebusinessanalysisactivities Timetocompleteallactivities Communicationplan
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StakeholdersAnalysis Documentteamroles DeterminewhichtheBAwillutilize AidPMinassigningindividualstoroles Categorizestakeholders
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RACIMatrix TemplateRole
ProjectDeliverable/Activity
ProjectLeadership ProjectTeamMembers ProjectSubTeams ExternalContributorsRole#2 Role#1 Role#2 Role #1 Role#2 Role#1 Role#2Role#1BA
RACIMatrix/ y
InitiatePhase Activities
PlanPhaseActivities
ExecutePhaseActivities
ProjectScopeBusinessCase
RequirementPlanRequirementsEstimates
DesignDocument
C
R
R
R
C
ControlPhaseActivities
Close PhaseActivities
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TestScripts F
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PlanBAActivities Resistthetemptationtojumpintoit
1. IdentifyBAdeliverables2. Determinescope3. DetermineBAactivitiesthatwillbe
completedcompleted
4. Estimatetimefortheactivities
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WorkBreakdownStructureBUILDINGPROJECT
Demolition ElevatorPower
DistributionTelephone&
PAFencing
Site
SiteDevelopment
Arch/Civil Mechanical Electrical Data/Comm. Management
ProjectManagement
Foundations
Cladding&Roofing
HVAC
PotableWater
Lighting
FireAlarms
DataNetwork
SecurityMonitors
SitePreparation
StormWater
Procure
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Estimating Analogous
Parametric
VendorbidanalysisHistoric analysis Parametric
BottomUp RollingWave Threepoint
estimating
Historicanalysis ExpertJudgement Delphi
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CommunicationPlan Who,What,When,How
1. Determineeachstakeholderscommunicationneeds
2. Identifyappropriatemethodorformatofcommunicationforeachstakeholder
3. Assesscontentofcommunicationforeach4. Determinefrequency&levelof
formality
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RequirementsChangeManagement Methodologywithinorganizationornot?
1. Chooseorcreaterequirementprocess includingprioritizationprocessandchange
management
2. Designrequirementtraceabilityg q y3. Determinerequirementattributes
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RequirementsCommunication andCommunicationand
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LearningObjectives Comprehendthevalueofrequirementstraceabilitytraceability
Understandwhatshouldbeconsideredwhenproducingarequirementspackage
Befamiliarwithrequirementbaselining andthevalueofbaselining
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IntrotoKnowledgeArea ManagingoutputfromtheBAactivities Ongoingthroughoutthelifeoftheproject Completedconcurrentlywithtasksfromotherknowledgeareas
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ManagingRequirementTraceability Makesimpactanalysismorestraightforwardforward
Ensuresthatscopeismaintained Aidsinensuringthatthesolutionmeetsthestatedrequirements
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PrepareRequirementsPackage Differentstakeholdersrequiredifferentinformationinformation
1. Determineformatpreferences2. Selectcontent3 Identify level of formality3. Identifylevelofformality4. Selectpresentationformat
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RequirementBaselining Isatechniqueusedonmanyobjects Allowsforaclearpointofagreement Solidifiesscopefromapointintime
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EnterpriseAnalysis
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LearningObjectives Understandhowtodefineabusinessneed Befamiliarwithtechniquesusedtodefineabusinessneed
Knowhowtodetermineifaproblem/opportunitystatementisSMART
Beabletodeterminerecommendedsolutions
UnderstandwhatispartofaBusinessCase
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IntrotoKnowledgeArea Analysisofbusinessproblemoropportunity
D i i f ibili Determiningfeasibility Oftenpreprojectactivities Mayaidapprovalofanewprojectorinitiative
Revisit if business problem changesRevisitifbusinessproblemchanges
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DefinetheBusinessNeed Describetheproblemoropportunitythatanalysis will be focused onanalysiswillbefocusedon
1. Confirmthebusinessstrategy2. Definetheproblemoropportunity
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ProblemAnalysis Fishbone Structuredprocessforbrainstorming Identifiesrootcausestotheissueorproblem
Startingpointforfurtheranalysis
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ProblemAnalysis FishboneMethods Machinery
Drive too fastUsewronggears Underinflatedthetires
PoorGasMileage
Drivetoofast
Canthearengine
Impatience
Habit
AlwayslateWornoutairsystems
PoordesignOftirepressure
Carburetoradjustmentrequired
Fuelmixtoorich
Poormaintenance
Noawareness Poor driving habitsNooilchange
Money
Wrongoctanegas
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People
Poordrivinghabits
PoortrainingWheninRome
Improperlubrication
WrongOilDontknowrightoil
NoownersmanualMaterials
DefinetheBusinessNeed Describetheproblemoropportunitythatanalysis will be focused onanalysiswillbefocusedon:
1. Confirmthebusinessstrategy2. Definetheproblemoropportunity3 Document the problem or opportunity3. Documenttheproblemoropportunity
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Problem/OpportunityStatement Specific
Measureable
Achievable
Relevant
Timely
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RecommendedSolution Determinesolutionsthroughfeasibilitystudy or independentlystudyorindependently dependonsizeoftheinitiative
1. Determinecriteriatoevaluateoptions2. Identify potential solutions2. Identifypotentialsolutions3. Analyzeeach4. Producereport
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BusinessCase JustificationforprojectImpacts to the business if project in Impactstothebusinessifprojectinundertaken
1. Identifyandquantifybenefitsandcosts2. CompleteRiskassessment3. Selectmeasurementsforprojectsuccess4. CompleteBusinessCaseandpresentto
sponsor
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BusinessCaseDocument ExecutiveSummary IntroductionandSummaryy
Projectrationalforpreferredoption Currentbusinessprocess Descriptionofproblemoropportunity ProjectObjectives Scope BusinessBenefits Costs Costs AssumptionsandConstraints Potentialbusiness,staffandtechnologyimpactanalysis Implementation
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BusinessCaseDocument Approach
S l i i l i l Solutionimplementationplan Financialmetrics Privacyimpactassessment Alternativeevaluationcriteria
KeySelectionCriterion Weighting Constraintsandlimitations
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BusinessCaseDocument Solutionoptionsandpreferredalternative
Description of each option considered Descriptionofeachoptionconsidered Businessbenefits Alternativecosts Assumptions Potentialbusinessandstaffimpactanalysis
Initial solution risk assessmentInitialsolutionriskassessment Riskassessment Riskresponse Conclusionsandrecommendations
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AnyQuestions? www.procept.com
(800)2616861 [email protected]
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