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The entire contents of this document are subject to copyright with all rights reserved. All copyrightable text and graphics, the selection, arrangement and presentation of all information and the overall design of the document are the sole and exclusive property of Healthy Agile LLC. Copyright © Healthy Agile LLC. All rights reserved The Adaptive Agile Business Analyst - How to maximize your effectiveness regardless of your organization’s Agile maturity

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Page 1: The Adaptive Agile Business Analysttriagile.com/.../03/TriAgile-2017-The-Adaptive-Agile-Business-Analyst.… · The Adaptive Agile Business Analyst - ... Based on Value, MVP, 80/20,

The entire contents of this document are subject to copyright with all rights reserved. All copyrightable text and graphics, the selection, arrangement and presentation of all information and the overall design of the document are the sole and exclusive property of Healthy Agile LLC. Copyright © Healthy Agile LLC. All rights reserved

The Adaptive Agile Business Analyst -How to maximize your effectiveness regardless of

your organization’s Agile maturity

Page 2: The Adaptive Agile Business Analysttriagile.com/.../03/TriAgile-2017-The-Adaptive-Agile-Business-Analyst.… · The Adaptive Agile Business Analyst - ... Based on Value, MVP, 80/20,

3 Takeaways from Today’s Session

2

1. It is important to assess your organization’s Agile maturity before influencing change.

2. There are many tools and techniques which can be leveraged to increase your organization’s Agile maturity from a Business Analyst perspective.

3. The key is knowing the right tool or technique to use which will have the greatest chance of success in your organization.

Page 3: The Adaptive Agile Business Analysttriagile.com/.../03/TriAgile-2017-The-Adaptive-Agile-Business-Analyst.… · The Adaptive Agile Business Analyst - ... Based on Value, MVP, 80/20,

Leon Sabarsky Bio

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• 20 years in IT, Director-level

• 10 years Agile

• Specialize in growing healthy agile teams

• MBA, PMP, CSM, CSPO, CSP, SPC, IGTF

• Founding member of TriAgile committee

• Frequent speaker at Agile, Scrum and BA conferences

• Innovated Group Interviews and Team-Based Hiring

• Healthy Agile in business for one year

Page 4: The Adaptive Agile Business Analysttriagile.com/.../03/TriAgile-2017-The-Adaptive-Agile-Business-Analyst.… · The Adaptive Agile Business Analyst - ... Based on Value, MVP, 80/20,

Remembering Jared Richardson

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• Jared was a consultant, developer, tester, and manager, including Director of Development at several companies.

• He was the author of two books, Ship It! and Career 2.0, and was the 2nd public signatory of the Agile Manifesto.

• Jared was Screencast Editor for the Pragmatic Bookshelf, and co-founded The GROWS™ Method.

• He started AgileRTP in 2007 and is well known as a coach and consultant through his company, Agile Artisans. Also founding member of TriAgile committee.

• https://www.gofundme.com/jared-richardson-college-fund

Page 5: The Adaptive Agile Business Analysttriagile.com/.../03/TriAgile-2017-The-Adaptive-Agile-Business-Analyst.… · The Adaptive Agile Business Analyst - ... Based on Value, MVP, 80/20,

It’s Hard to be a BA

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Page 6: The Adaptive Agile Business Analysttriagile.com/.../03/TriAgile-2017-The-Adaptive-Agile-Business-Analyst.… · The Adaptive Agile Business Analyst - ... Based on Value, MVP, 80/20,

My Hypothesis – BAs are Influencers

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• Are you maximizing your influence on your organization?• Are you helping your organization become more Agile?• What’s holding you back from “pushing the limits of your organization’s

capacity for change?

Page 7: The Adaptive Agile Business Analysttriagile.com/.../03/TriAgile-2017-The-Adaptive-Agile-Business-Analyst.… · The Adaptive Agile Business Analyst - ... Based on Value, MVP, 80/20,

The BA Role – Old vs New

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Page 8: The Adaptive Agile Business Analysttriagile.com/.../03/TriAgile-2017-The-Adaptive-Agile-Business-Analyst.… · The Adaptive Agile Business Analyst - ... Based on Value, MVP, 80/20,

The BA Role – Many Variations

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Page 9: The Adaptive Agile Business Analysttriagile.com/.../03/TriAgile-2017-The-Adaptive-Agile-Business-Analyst.… · The Adaptive Agile Business Analyst - ... Based on Value, MVP, 80/20,

Is this what BA’s do?

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Page 10: The Adaptive Agile Business Analysttriagile.com/.../03/TriAgile-2017-The-Adaptive-Agile-Business-Analyst.… · The Adaptive Agile Business Analyst - ... Based on Value, MVP, 80/20,

Microsoft Word

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• Together, these five commands account for around 32% of the total command use in Word.• Paste itself accounts for more than 11% of all commands used, and has more than twice as much usage

as the #2 entry on the list, Save.• Paste is also far-and-away the number one command in Excel and PowerPoint, accounting for 15% and

12% of total command use, respectively.• Beyond the top 10 commands or so, however, the curve flattens out considerably. • The percentage difference in usage between the #100 command ("Accept Change") and the #400

command ("Reset Picture") is about the same in difference between #1 and #11 ("Change Font Size")• What % functionality do you use in Microsoft Word?• How would this affect testing and upgrades?• Does anybody go back and check what % of requirements are being used by users?

Top 5 Most-Used Commands in Microsoft Word1. Paste2. Save3. Copy4. Undo5. Bold

Page 11: The Adaptive Agile Business Analysttriagile.com/.../03/TriAgile-2017-The-Adaptive-Agile-Business-Analyst.… · The Adaptive Agile Business Analyst - ... Based on Value, MVP, 80/20,

Assessing Org Maturity

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Maturity Level Prioritization Artifact(s) BA Role

Low Little to None Business Requirements Document (BRD)Functional Specification Document (FSD)

Gather RequirementsDocument RequirementsJust BAOrder Taker

Medium Some –Based on Capacity, Time or Money

BRD LiteFSD Lite

Elicit RequirementsPotential Solution OptionsBA liaison w/Business

High Robust –Based on Value,MVP, 80/20, etc.

Business Opportunity White PaperUser Stories

Identify OpportunitiesStory StewardFlexible Team MemberPartner with BusinessTrusted Advisor

Page 12: The Adaptive Agile Business Analysttriagile.com/.../03/TriAgile-2017-The-Adaptive-Agile-Business-Analyst.… · The Adaptive Agile Business Analyst - ... Based on Value, MVP, 80/20,

No Prioritization Necessary

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Page 13: The Adaptive Agile Business Analysttriagile.com/.../03/TriAgile-2017-The-Adaptive-Agile-Business-Analyst.… · The Adaptive Agile Business Analyst - ... Based on Value, MVP, 80/20,

Prioritize Requirements – Why?

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Sequencing

Page 14: The Adaptive Agile Business Analysttriagile.com/.../03/TriAgile-2017-The-Adaptive-Agile-Business-Analyst.… · The Adaptive Agile Business Analyst - ... Based on Value, MVP, 80/20,

Prioritize Requirements

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Page 15: The Adaptive Agile Business Analysttriagile.com/.../03/TriAgile-2017-The-Adaptive-Agile-Business-Analyst.… · The Adaptive Agile Business Analyst - ... Based on Value, MVP, 80/20,

When do you Prioritize?

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Page 16: The Adaptive Agile Business Analysttriagile.com/.../03/TriAgile-2017-The-Adaptive-Agile-Business-Analyst.… · The Adaptive Agile Business Analyst - ... Based on Value, MVP, 80/20,

Prioritize Requirements – 1, 2, 3

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Page 17: The Adaptive Agile Business Analysttriagile.com/.../03/TriAgile-2017-The-Adaptive-Agile-Business-Analyst.… · The Adaptive Agile Business Analyst - ... Based on Value, MVP, 80/20,

High, Medium, Low

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How many are usually ranked High?

Page 18: The Adaptive Agile Business Analysttriagile.com/.../03/TriAgile-2017-The-Adaptive-Agile-Business-Analyst.… · The Adaptive Agile Business Analyst - ... Based on Value, MVP, 80/20,

Urgency-Importance Matrix

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Page 19: The Adaptive Agile Business Analysttriagile.com/.../03/TriAgile-2017-The-Adaptive-Agile-Business-Analyst.… · The Adaptive Agile Business Analyst - ... Based on Value, MVP, 80/20,

Prioritize Requirements – V2

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Example: Lower Cost = FTE Savings• # of Claims Automated Annually

• Divided by 12 (# of Months)• Divided by 21 (# of Average Working Days/Month)• Divided by Rate Per Hour of Work

• Equals FTE Savings

Page 20: The Adaptive Agile Business Analysttriagile.com/.../03/TriAgile-2017-The-Adaptive-Agile-Business-Analyst.… · The Adaptive Agile Business Analyst - ... Based on Value, MVP, 80/20,

80/20

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Page 21: The Adaptive Agile Business Analysttriagile.com/.../03/TriAgile-2017-The-Adaptive-Agile-Business-Analyst.… · The Adaptive Agile Business Analyst - ... Based on Value, MVP, 80/20,

MoSCoW

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Page 22: The Adaptive Agile Business Analysttriagile.com/.../03/TriAgile-2017-The-Adaptive-Agile-Business-Analyst.… · The Adaptive Agile Business Analyst - ... Based on Value, MVP, 80/20,

Kano Model

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Page 23: The Adaptive Agile Business Analysttriagile.com/.../03/TriAgile-2017-The-Adaptive-Agile-Business-Analyst.… · The Adaptive Agile Business Analyst - ... Based on Value, MVP, 80/20,

MVP/MMF

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Page 24: The Adaptive Agile Business Analysttriagile.com/.../03/TriAgile-2017-The-Adaptive-Agile-Business-Analyst.… · The Adaptive Agile Business Analyst - ... Based on Value, MVP, 80/20,

MLP

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Page 25: The Adaptive Agile Business Analysttriagile.com/.../03/TriAgile-2017-The-Adaptive-Agile-Business-Analyst.… · The Adaptive Agile Business Analyst - ... Based on Value, MVP, 80/20,

User Stories

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Do we focus on Value/Benefit or is it an afterthought?Or not even addressed?

Do your “User Stories” begin “System Shall”?

Page 26: The Adaptive Agile Business Analysttriagile.com/.../03/TriAgile-2017-The-Adaptive-Agile-Business-Analyst.… · The Adaptive Agile Business Analyst - ... Based on Value, MVP, 80/20,

Story Map

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Page 27: The Adaptive Agile Business Analysttriagile.com/.../03/TriAgile-2017-The-Adaptive-Agile-Business-Analyst.… · The Adaptive Agile Business Analyst - ... Based on Value, MVP, 80/20,

Personas

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Page 28: The Adaptive Agile Business Analysttriagile.com/.../03/TriAgile-2017-The-Adaptive-Agile-Business-Analyst.… · The Adaptive Agile Business Analyst - ... Based on Value, MVP, 80/20,

WSJF

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Page 29: The Adaptive Agile Business Analysttriagile.com/.../03/TriAgile-2017-The-Adaptive-Agile-Business-Analyst.… · The Adaptive Agile Business Analyst - ... Based on Value, MVP, 80/20,

RAT

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Page 30: The Adaptive Agile Business Analysttriagile.com/.../03/TriAgile-2017-The-Adaptive-Agile-Business-Analyst.… · The Adaptive Agile Business Analyst - ... Based on Value, MVP, 80/20,

Requirements Center of Excellence (RCoE)

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Key areas needed to create a Requirements Center of Excellence.The development of a RCOE can be incremental and iterative. Each level of requirements maturity requires incremental improvements in the following functional areas:• People. Skills and knowledge of the IT

product managers, business analysts, quality assurance, systems developers, SMEs, and business stakeholders.

• Process. Practices for all stages of requirements, including templates, guidelines, assessments, training, and mentoring.

• Tools. Requirements management, requirements collection, document management, team collaboration, issue tracking, and knowledge repositories.

Creating a Requirements Center of Excellence, stage by stage.The stages of RCOE creation build upon each other to support building requirements maturity.Stage 0: Ad Hoc. There is no requirements maturity. Requirements are created ad hoc, project scope is based on “squeaky wheel” direction. The RCOE vision is laid out; influencers and strategy stakeholders are identified.Stage 1: Individual. Although individual efforts may align with business strategy, there is no consistent measurement of business return.Stage 2: Team. Teams now share an understanding of business objectives; some individuals may share an awareness of strategy. While individual projects may be measured for return, there is no organization-wide validation of project return yet.Stage 3: Business Unit. There is strong portfolio management across multiple teams. Teamsand finance consistently define and evaluate the project return across the portfolio. More than one business unit may be at this level of maturity.Stage 4: Organization. Throughout the organization, there is strong portfolio management based on organizational strategy. The scope of projects is aligned with the strategy, and the entire portfolio is regularly analyzed for business return.

Stage0Ad Hoc

Project scope based on “squeaky wheel” and

individual desires.No requirements maturity.

Requirements maturity is assessed, and a RCOE initiative is launched. Organizational influencers identify problems, determine priority, drive adoption.

Stage1Individual

Individual alignment with business objectives. No consistent measurement

of businessreturn.

Stage2Team

Team(s) share an understanding of business

objectives. Individual projects may be measured for return.Noorganization-wide validation of return.

Stage3BusinessUnit

Strong portfolio management across multiple teams.Teams

and finance consistently define and evaluate return

acrossportfolio.

Stage4OrganizationStrong portfolio

management based on organizational strategy.

Project level scope is aligned with

organization strategy. Entire portfolio analyzed

for businessreturn.

A framework is defined for aligning IT initiatives with organizationalstrategy. Teams are able to utilize business objectives to make dailyscope decisions.The RCOE team is distributed throughout the enterprise, working to keep requirements and frameworks aligned with enterprise-level business objectives and business strategy.The team measures the impacts on business outcomes, and continues incremental improvement and iteration.

People

People use processes inconsistently. Team lacks knowledge and skills. Effective collaboration issporadic.

Individuals have basic requirements knowledge and skills. Roles and standards are undefined.

Team has common set of basic requirements knowledge and skills. Skills matrix introduced for employee growth and management.

Defined hiring and growth path for an IT Product Management function. Organization capable of hiring and growing talent.

Business Architects are seeded throughout the organization to grow and mature teams in other businessunits.

Process

Requirements practices are inconsistent. No templates used. Requirement artifacts may be mixed with project or design docs.

Select industry best practices are used in some requirements activities, but areusedinconsistently. Templates used on someprojects.

Templates, guidelines, basic examples for requirements-related work products used. Development and QA, among others, userequirements.

Practices are followed consistently. Library and community of best practices created and used across business unit. RCOE measuresadoption.

Throughout the org, practices are consistent, library and community of best practices used. RCOE measures adoption, adjusts to improve it.

Tools

Microsoft® Office® is the primary tool used. No consistent use of tools for modeling and requirementsmanagement.

Requirements modeling and management software, if available, is used by individuals to improve their delivery.

Knowledge-sharing repositories are updated by team. Entire project teams use tools todrive development, testing and deployment.

Knowledge repositories are kept up to date and used by all teams. Requirements modeling and management tools are in use on allprojects.

Requirements tools are continuously enhanced and integrated, giving executives a global view of the delivery of value across the enterprise. ©

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Page 31: The Adaptive Agile Business Analysttriagile.com/.../03/TriAgile-2017-The-Adaptive-Agile-Business-Analyst.… · The Adaptive Agile Business Analyst - ... Based on Value, MVP, 80/20,

What kind of Analyst are you?

31

Page 32: The Adaptive Agile Business Analysttriagile.com/.../03/TriAgile-2017-The-Adaptive-Agile-Business-Analyst.… · The Adaptive Agile Business Analyst - ... Based on Value, MVP, 80/20,

MoSCoW BA Skills

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Page 33: The Adaptive Agile Business Analysttriagile.com/.../03/TriAgile-2017-The-Adaptive-Agile-Business-Analyst.… · The Adaptive Agile Business Analyst - ... Based on Value, MVP, 80/20,

Potential BA Career Path

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Page 34: The Adaptive Agile Business Analysttriagile.com/.../03/TriAgile-2017-The-Adaptive-Agile-Business-Analyst.… · The Adaptive Agile Business Analyst - ... Based on Value, MVP, 80/20,

3 Takeaways from Today’s Session

34

1. It is important to assess your organization’s Agile maturity before influencing change.

2. There are many tools and techniques which can be leveraged to increase your organization’s Agile maturity from a Business Analyst perspective.

3. The key is knowing the right tool or technique to use which will have the greatest chance of success in your organization.

Page 35: The Adaptive Agile Business Analysttriagile.com/.../03/TriAgile-2017-The-Adaptive-Agile-Business-Analyst.… · The Adaptive Agile Business Analyst - ... Based on Value, MVP, 80/20,

Must…Have…Feedback!

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Don’t forget to complete your Session Evaluations!!!!