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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 aldebert@procept.com

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