Business Analysis Planning

and Monitoring
EEPTM of International Institute of Business Analysis [IIBA], Canada
REP of International Requirements Engineering Board [IREB], Germany

Presenter
Vikram Sivaraman, M. Tech, PGDBM & CPM
Assistant Vice President [Business Analysis]

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 Business Analysis Planning and Monitoring

The Business Analysis Planning and Monitoring knowledge

area tasks organize and coordinate the efforts of business
analysts and stakeholders. These tasks produce outputs that
are used as key guidelines for the other tasks throughout the
BABOK Guide.
Business Analysis Planning and Monitoring

Plan Business Analysis Approach

Plan Stakeholder Engagement

Plan Business Analysis Governance

Plan Business Analysis Information Management

Identify Business Analysis Performance

Business Analysis
Planning and
Monitoring
 Plan Business Analysis Approach

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

Input
Needs
 Plan Business Analysis Approach

Elements
Planning Approach: predictive and adaptive approach
Formality and Level of Detail of Business Analysis
Deliverables: formal documentations and templates; based
on interactions; formal documentation at the end
Business Analysis Activities: deliverable to task; work
division
Timing of Business Analysis Work: resources, urgency,
concurrent work and constraints
Complexity and Risk: size of change, bus areas affected,
tech. complexities, risks that would hinder BA activities
Acceptance: sign-off(structured)
 Plan Business Analysis Approach

Guidelines and Tools

Business Analysis Performance Assessment
Business Policies
Expert Judgment
Methodologies and Frameworks
Stakeholder Engagement Approach
 Plan Business Analysis Approach

Techniques
Brainstorming
Business Cases
Document Analysis
Estimation
Financial Analysis
Functional Decomposition
Interviews
Item Tracking
 Plan Business Analysis Approach

Techniques
Lessons Learned
Process Modelling
Reviews
Risk Analysis and Management
Scope Modelling
Survey or Questionnaire
Workshops
 Plan Business Analysis Approach

Stakeholders
Domain Subject Matter Expert
Project Manager
Regulator
Sponsor

Outputs
Business Analysis Approach
 Plan Business
Analysis Approach
 Plan Stakeholder Engagement

The purpose of Plan Stakeholder Engagement is to plan an

approach for establishing and maintaining effective working
relationships with the stakeholders

Plan Stakeholder Engagement involves conducting a

thorough stakeholder analysis to identify all of the involved
stakeholders and analyze their characteristics
 Plan Stakeholder Engagement

Inputs
Needs
Business Analysis Approach

Elements
Perform Stakeholder Analysis
Define Stakeholder Collaboration
Stakeholder Communication Needs
 Plan Stakeholder Engagement

Elements
Perform Stakeholder Analysis: direct and indirect impact
study stakeholder wheel; missing requirements.
Roles
Attitudes: +,-.
Decision Making authority
Level of power of Influence
Define Stakeholder Collaboration: consider-timing, location,
wikis, delivery method, stakeholder preference
Stakeholder Communication Needs: what, whom to, when,
frequency, level of detailing and formality.
 The Stakeholder Wheel

Partners

Customers Supplier

Competitors Regulators

Owners Employees

Managers
 Plan Stakeholder Engagement

Guidelines and Tools

Business Analysis Performance Assessment
Change Strategy
Current State Description

Techniques
Brainstorming
Business Rules Analysis
Document Analysis
Interviews
 Plan Stakeholder Engagement

Lessons Learned
Mind Mapping
Organizational Modelling
Process Modelling
Risk Analysis and Management
Scope Modelling
Stakeholder List, Map, or Personas
Survey or Questionnaire
Workshops
 Plan Stakeholder Engagement

Stakeholders
Customers
Domain Subject Matter Expert
End User
Project Manager
Regulator
Sponsor
Supplier
 Plan Stakeholder Engagement

Outputs
Stakeholder Engagement Approach
 Plan
Stakeholder
Engagement
 Plan Business Analysis Governance

The purpose of Plan Business Analysis Governance is to

define how decisions are made about requirements and
designs, including reviews, change control, approvals, and
prioritization

Business analysts ensure that a governance process is in

place and clarify any ambiguities within it. A governance
process identifies the decision makers, process, and
information required for decisions to be made
 Plan Business Analysis Governance

Inputs
Business Analysis Approach
Stakeholder Engagement Approach

Elements
Decision Making
Change Control Process
Plan Prioritization Approach
Plan for Approvals
 Plan Business Analysis Governance

Elements
Decision Making: participant, lend experience, review and
approve.
Change Control Process: determine: process for change
request, elements of change, how to prioritize change,
document change, how to communicate, who will do impact
analysis, who will authorize change.
Plan Prioritization Approach: time lines, expected value,
dependencies, resources constraints.
Determine: formality, who, prioritization technique,
Plan for Approvals
 Plan Business Analysis Governance

Guidelines and Tools

Business Analysis Performance Assessment
Business Policies
Current State Description
Legal/Regulatory Information

Techniques
Brainstorming
Document Analysis
Interviews
 Plan Business Analysis Governance

Item Tracking
Lessons Learned
Organizational Modelling
Process Modelling
Reviews
Survey or Questionnaire
Workshops
 Plan Business Analysis Governance

Stakeholders
Domain Subject Matter Expert
Project Manager
Regulator
Sponsor

Outputs
Governance Approach
 Plan Business
Analysis Governance
 Plan Business Analysis Information Management

The purpose of Plan Business Analysis Information

Management is to develop an approach for how business
analysis information will be stored and accessed

Business analysis information is comprised of all the

information business analysts elicit, create, compile, and
disseminate in the course of performing business analysis
 Plan Business Analysis Information Management

Inputs
Business Analysis Approach
Governance Approach
Stakeholder Engagement Approach
Elements
Organization of Business Analysis Information: easy to
access, use, structured, shall not have duplicates
Level of Abstraction: breadth and depth of information,
present based on audience
Plan Traceability Approach: based on domain complexity,
org. standards, add value with lesser overheads
 Plan Business Analysis Information Management

Plan for Requirements Reuse: ex: smart phone

Storage and Access: who access, how often, tools available
and org standards with provisions for easy modifications.
Requirements Attributes: unique id, author (who will clarify),
complexity, ownership, priority.
Guidelines and Tools
Business Analysis Performance Assessment
Business Policies
Information Management Tools
Legal/Regulatory Information
 Plan Business Analysis Information Management

Techniques
Brainstorming
Interviews
Item Tracking
Lessons Learned
Mind Mapping
Process Modelling
Survey or Questionnaire
Workshops
 Plan Business Analysis Information Management

Stakeholders
Domain Subject Matter Expert
Regulator
Sponsor

Outputs
Information Management Approach
Plan Business
Analysis
Information
Management
 Identify Business Analysis Performance

The purpose of Identify Business Analysis Performance

Improvements is to assess business analysis work and to
plan to improve processes where required

To monitor and improve performance, it is necessary to

establish the performance measures, conduct the
performance analysis, report on the results of the analysis,
and identify any necessary preventive, corrective, or
developmental actions. Performance analysis should occur
throughout an initiative
 Identify Business Analysis Performance

Inputs
Business Analysis Approach
Performance Objectives (external)

Elements
Performance Analysis: what constitutes effective BA work,
can be formal or informal
Assessment Measures: accuracy and completeness,
knowledge, org. support, significance, strategic & timeliness
Analyze Results: compare, stakeholders point of view
Recommend Actions for Improvement: preventive, corrective
and improvement
 Identify Business Analysis Performance

Guidelines and Tools

Organizational Performance Standards

Techniques
Brainstorming
Interviews
Item Tracking
Lessons Learned
Metrics and Key Performance Indicators (KPIs)
 Identify Business Analysis Performance

Observation
Process Analysis
Process Modelling
Reviews
Risk Analysis and Management
Root Cause Analysis
Survey or Questionnaire
Workshops
 Identify Business Analysis Performance

Stakeholders
Domain Subject Matter Experts
Project Manager
Sponsor

Outputs
Business Analysis Performance Assessment
Identify Business
Analysis
Performance
 Thank You

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