1. What is Business Analysis Planning & Monitoring?

2. Objective By the end of this unit, you will be able to
Understand Business Analyst Approach in Planning
Know how to conduct Stakeholder Analysis
Plan Business Analysis Activities
Plan Business Analyst Communication
Plan Requirements Management Process
Manage Business Analysis Performance

3. Business Analysis Planning and Monitoring Knowledge area defines the tasks associated with planning and monitoring of Business Analyst Activities, including:
Identifying stakeholders
Defining roles and responsibilities of stake holders in the business analysis effort
Developing estimates for Business Analysis tasks
Planning how the business Analyst will communicate with stakeholders
Planning how requirements will be approached, traced and prioritized
Determining the deliverables that the business analyst will produce
Defining and determining business analysis processes
Determining the metrics that will be used for monitoring business analysis work

4. Stakeholder and Stakeholder Analysis
Who is a stakeholder in a project?
A stakeholder is any person or organization, who can be positively or negatively impacted by, or cause an impact on the actions of a company.
Types of stakeholders are:
Primary stakeholders : are those ultimately affected, either positively or negatively by corporation's actions.
Secondary stakeholders : are the ‘intermediaries’, that is, persons or organizations who are indirectly affected by corporation's actions.
Key stakeholders : (who can also belong to the first two groups) have significant influence or importance in corporation.
Stakeholder analysis has the goal of developing cooperation between the stakeholder and the project team and, ultimately, assuring successful outcomes for the project. A stakeholder analysis is performed when there is a need to clarify the consequences of envisaged changes, or at the start of new projects and in connection with organizational changes generally. It is important to identify all stakeholders for the purpose of identifying their success criteria and turning these into quality goals.

5. Plan Business Analysis Approach
Purpose:
This task describes how to select an approach to performing business analysis, which stakeholders need to be involved in the decision, who will be consulted regarding and informed of the approach and the rationale for using it.
Description:
Business Analysis approaches describe the overall process that will be followed to perform business analysis work on a given initiative, how and when tasks will be performed, the techniques that will be used and the deliverables that will be performed.
Inputs:
Business Need
Expert judgment
Organizational Process Assets
Elements:
Plan Driven: approaches focus on minimizing up-front uncertainty and ensuring that the solution is fully defined before implementation begins in order to maximize control and minimize risk.
Change Driven: approach focus on rapid delivery of business value in the short iterations in return for acceptance of higher degree of uncertainty regarding the overall delivery of the solution.

6. Plan Business Analysis Approach
Techniques:
Decision Analysis
Process Modeling
Structured Walkthrough
Stakeholders:
Customer, Domain SME, End User or Supplier
Implementation SME
Project Manger
Tester
Regulator
Sponsor
Output:
Business Analysis Approach: This is the definition of the approach that will be taken for business analysis in a given initiative. A business analysis approach may specify team roles, deliverables, analysis techniques, the timing and frequency of stakeholder, interaction and other elements of the business analysis process.

7. Conduct Stakeholder Analysis
Purpose:
The task covers the identification of stakeholders who may be affected by a proposed initiative or who share a common business need, identifying appropriate stakeholders for the project or project phase and delivering stakeholder influence and/or authority regarding the approval of project deliverables
Description:
Stakeholder analysis is performed as soon as a business need is identified and will usually be an ongoing activity as long as business analysis continues.
Inputs:
Business Need:
Identify and analyze the position of the stakeholders affected by the business need.
Enterprise Architecture:
Describes the organizational units that exist the interactions with other organizational units, customers, suppliers, their responsibilities within the organization and the roles and relationships within each organizational unit.
Organizational Process Assets:
These include organizational policies and procedures, forms that must be completed, suggested or prescribed methodologies, templates and project authorization guidelines.

8. Conduct Stakeholder Analysis
Elements:
Identification:
Complexity of Stakeholder groups:
Number and variety of direct end users
Number of interfacing business Processes and automated systems
Attitude and Influence:
Attitude towards:
The business goals, objectives and solution approach
Attitude towards business analysis
Attitude towards collaboration
Attitude towards sponsor
Attitude towards team members
Influence:
Influence on the project
Influence in the organization
Influence needed for the good of the project
Influence with other stakeholders

9. Conduct Stakeholder Analysis
Authority Levels for Business Analysis Work
Authority to:
Approve the Deliverable
Inspect and approve the requirements
Request and approve changes
Approve the requirements process that will be used
Review and approve the traceability structure
Veto proposed requirements or solutions (Individually or in groups)

10. Techniques used in Business Analysis
General Techniques:
Acceptance and Evaluation Criteria definition
Brain Storming
Interviews
Organization Modeling
Process Modeling
Requirements Workshop
Risk Analysis
Scenarios and use cases
Scope Modeling
Survey/Questionnaire
RACI Matrix: R-Responsible, A-Accountable C-Consulted, I-Informed.
Stakeholder Map

11. Techniques used in Business Analysis
Stakeholders:
Domain SME
Implementation SME
Project Manager
Tester
Regulator
Sponsor
Output:
Stakeholder List, Roles and Responsibilities: This may include:
List of Required roles
Names and titles of stakeholders
Category of stakeholder
Location of stakeholder
Special needs
Number of individuals in this stakeholder role
Description of stakeholder influence and interest
Documentation of stakeholder authority levels

12. Plan Business Analysis Activities
Purpose:
Determine the activities that must be performed and the deliverables that must be produced, estimate the effort required to perform that work and identify the management tools required to measure the progress of those activates and deliverable.
Description:
Business Analyst determines which activities are required for a given imitative, how those activities will be arrived out, the work effort involved and an estimate of how long the activities will take. The task includes activities to:
Identify Business Analyst deliverables
Determining the scope of work for the business analysis activities
Determine which activities the business analyst will perform and when
Develop estimates for business analysis work

13. Plan Business Analysis Activities
Input:
Business Analysis Approach
Business Analysis Performance Assessment
Organizational Process Assets
Stakeholder List, Roles and Responsibilities
Elements:
Geographic distribution of stakeholders
Type of Project or initiative
Business Analysis deliverables
Determine Business Analysis Activities
Techniques:
Estimation
Functional Decomposition
Risk Analysis

14. Plan Business Analysis
Stakeholders:
Customer, Domain SME, End User and supplier
Implementation SME
Operational Support
Project Manager
Tester
Sponsor
Output:
Business Analysis Plans: The Business Analysis plans may include information such as a description of the scope of work, the deliverable WBS, an activity list and estimate for each activity and task.

15. Business Analyst Communication
Purpose:
Business Analysis communications plan describes the proposed structure and schedule for communications regarding business analyst’s activities.
Description:
Planning business analyst’s communications includes determining how best to receive, distribute, access, update and escalate information from project stakeholders and determining how best to communicate with each stakeholder.
Input:
Business Analysis Approach
Business Analysis Plans
Organizational Process Assets
Stakeholder List, Roles and Responsibilities

16. Business Analyst Communication
Elements:
Geography
Culture
Project type
Communication Frequency
Communications Formality
Techniques:
Structured Walkthrough
Stakeholders:
Customer and Supplier
Domain SME
End User

17. Business Analyst Communication
Implementation SME
Operational Support
Project Manager
Tester
Regulator
Sponsor
Output:
Business Analysis Communication Plan: describes how, when and why the business analyst will work directly with stakeholders.
Components can include:
The stakeholder communications Requirements for business analysis activities.
Format, content, medium, level of detail
Responsibility for collecting, distributing, accessing and updating information.

18. Plan Requirements Management Process
Purpose:
Define the process that will be used to approve requirements for implementation and manage changes to the solution or requirements scope.
Description:
The task determines the appropriate requirements management process for a particular initiative. It includes determining the process for requirements change which stakeholders need to approve change, who will be consulted or informed of changes and by extension, who does not need to be involved. The task also includes assessing the need for requirements tractability and determining which requirements attributes will be captured.

19. Plan Requirements Management Process
Input:
Business Analysis Approach
Business Analysis Plan
Organizational Process Assets
Elements:
Repository
Traceability
Select Requirements Attributes
Complexity
Ownership
Priority

20. Plan Requirements Management Process
Risks
Source of the requirement
Stability
Status
Urgency
Requirements Prioritization Process
Change Management

21. Plan Requirements Management Process
Techniques:
Decision Analysis
Problem Tracking
Risk Analysis
Stakeholders:
Domain SME
End User
Implementation SME
Operational Support
Project Manager
Tester
Sponsor

22. Plan Requirements Management Process
Output:
Requirements Management Plan:
Describes the:
Approach to be taken to structure tractability
Definition of requirements attributes to be used
Requirement Prioritization process
Requirements change process, including how changes will be requested, analyzed, approved and implemented.

23. Manage Business Analysis Performance
Purpose:
To manage the performance of Business analysis activities to ensure that they are executed as effective as possible.
Description:
This task covers determining which metrics will be used to measure the work performed by the business analyst. It includes how to track, assess and report on the quality of the work and take steps to correct any problems that may arise. This may lead into the development of future business analysis plans. The selected metrics are determined described in the organizational process assets or the business analysis plans.

24. Manage Business Analysis Performance
Input:
Business Analysis Performance Metrics
Business Analysis Plans
Organizational Performance Standards
Requirements Management Plan
Elements:
Performance Measures
Performance Reporting
Preventive and corrective Action

25. Manage Business Analysis Performance
1) General Techniques
Interviews
Lessons learned process
Metrics and key performance Indicators
Problem tracking
Process Modeling
Root Cause Analysis
Survey/Questionnaire
2) Variance Analysis

26. Manage Business Analysis Performance
Stakeholders:
Domain SME and End User
Implementation SME, Operational support and Tester
Project Manager
Sponsor
Output:
Business Analysis Performance Assessment: This includes a comparison of planned versus actual performance, understanding the root cause of variances from the plan and other information to help understand the level of effort required to complete business analysis work.
Business Analysis Process Assets: The process analysis results in the recommendations for improvement to the business analysis process.