Business Analysis Program

Transcription

1 Business Analysis Prgram Page 0 f 17 Nadine Millner (CBAP) THE BUSINESS BA

2 Table f Cntents Prgramme Outline... 2 Sessin 1 Business Analysis Essentials (2 days)... 3 Sessin 2 Advanced Business Analysis (2 days)... 9 Sessin 3 Business Analysis Certificatin Prep (1 day) Delivery Requirements Page 1 f 17

3 Prgramme Outline The purpse f this prgram is t intrduce business analysts striving t certify prfessinally, t the relevant bdy f knwledge that will enable them t d s. The prgram intrduces students t the Internatinal Institute f Business Analysis (IIBA ) and the A Guide t the Business Analysis Bdy f Knwledge (BABOK Guide) that is required fr the certificatin. The prgramme includes 3 sessins: Sessin 1 Business Analysis Essentials fcusses n the business analysis dmain, the rle f the IIBA and the BABOK Guide, and deals with 2 f the all-encmpassing knwledge areas f the BABOK Guide. Sessin 2 Advanced Business Analysis takes students thrugh an end-t-end business analysis delivery cycle, frm prject inceptin, thrugh t a pst-implementatin review f prject success. The sessin highlights the rle and deliverables f many business analysts and presents the remaining BABOK Guide knwledge areas. Sessin 3 Business Analysis Certificatin Prep prepares students t take the IIBA certificatin exams by walking students thrugh BABOK Guide, its structure, cntent and value. The prgramme cvers cncepts frm bth a theretical perspective, thrugh instructr-led training, and a practical perspective, thrugh grup discussins and exercises. Exercises are perfrmed in multiple ways: Whle Grup (WG) all students in the class participate as a single grup Small Grups (SG) small grups f students (3 6 students per grup) Individual (IND) students wrk individually t carry ut exercises Instructr Facilitated (IF) instructr leads the discussins It is nt necessary fr students t attend all 3 sessins hwever it is recmmended; this prvides students a hlistic understanding f significant business analysis ideas and applicatins. The curse utline presented herein in structured in the fllwing way: Tpic Cntent Practical applicatin Tpic being presented Outline f cntent t be presented within the tpic Exercises that will be perfrmed with students BABOK Guide mapping A mapping t relevant areas f the BABOK Guide. Page 2 f 17

4 Sessin 1 Business Analysis Essentials (2 days) This sessin intrduces the main business analysis cncepts required in the perfrmance f day-t-day business analysis tasks. It further explres principles that are integral t all business analysis wrk, irrespective f prject stage. Day 1 presents an intrductin t business analysis, the IIBA and its BABOK Guide, and the all-imprtant artifact called a Requirement. Day 2 utlines hw t elicit requirements and nce elicited, hw t manage the requirement frm inceptin t retirement. Learning bjectives: At the end f this sessin students will be able t: Define what business analysis is; Outline the rle f the IIBA in the business analysis prfessin; Discuss the relevance f the BABOK Guide t the business analyst; Classify requirement types; Describe the business analysis deliverables; Apply Requirements Elicitatin and Cllabratin techniques and Develp elements f the Requirements Management Life Cycle. What is business analysis? Tpic Cntent Practical applicatin BABOK Guide mapping DAY 1 Intrductin t Business Analysis (7 hurs) Students are intrduced t discussin pints arund business analysis: Histry f the rle Rle vs. title Levels presented in the market Specialisatins in the market WG: Discussin Understanding f the business analysis rle based n previus and current experiences. IF: Cnslidatin f discussin int a cmbined grup understanding. Perspectives Page 3 f 17

5 Tpic Cntent Practical applicatin BABOK Guide mapping What is the IIBA and its rle in the develpment f the prfessin? Rle f IIBA intrduced: Definitin f a prfessin Develpment f BABOK Guide Rle f chapters Cmpetency mdel intrductin Levels f certificatin ECBA CCBA CBAP ETLBA Rle f BABOK Guide and experience in certificatin Benefits f certificatin IF/WG: Discussin Establish student s persnal certificatin gals. N/A What is the BABOK Guide and its relevance t business analysts? BABOK Guide is utlined t create understanding f best practice and its significance t business analysts. Includes discussin f fllwing tpics: Histry f BABOK Guide What is it? Hw is it structured? Overview f BABOK Guide including: Cre cncept mdel Underlying cmpetencies Techniques Perspectives Knwledge areas Descriptin f structure f each knwledge area Descriptin f and intrductin t each knwledge area IND: Questinnaire Explre individual intent t becme a prfessinal business analyst. Overview f BABOK Guide Page 4 f 17

6 Definitin f a Requirement Tpic Cntent Practical applicatin BABOK Guide mapping Sectin intrduces the crucial cncept f a Requirement and the rle it plays in business analysis: What is a requirement? Requirement classificatin Business requirements Stakehlder requirements Slutin requirements Functinal requirements Nn-functinal requirements Infrmatinal requirements Transitinal requirements Mving frm textual t mdelled requirements Relatinship between requirements and designs SG: Students are prvided a list f varius requirement types Classify the requirements accrding t the BABOK Guide structure IF: Review f utcmes Key Cncept: Requirements Classificatin Schema Requirements and Designs TOTAL TIME (apprximate) 5-6 hurs 1-2 hurs Page 5 f 17

7 Intrductin t business analysis deliverables Day 2 Requirement Elicitatin and Management (7 hurs) Intrductin f prject lifecycles and cntext f business analysis perfrmance in that cycle Outline f majr deliverables prduced by business analysist Wh des what? Business analysis skill levels in the perfrmance f the wrk Understanding the rle f infrmatin and stakehlders in the prductin f deliverables Business cntext understanding Identify what is being slved Make a case fr change Plan business analysis wrk Plan hw t perfrm business analysis wrk IF/WG: Discussin What dcuments students have delivered in their wrkplace What thse dcuments are named Typical dcument cntent. Facilitate pssible useful tables f cntents fr each f the deliverables N/A OUTPUT: Business Case Business slutin definitin Dcument what the slutin will d fr the business OUTPUT: Requirements Package OUTPUT: Requirements Management and Quality Plan Evaluatin f slutin perfrmance Track business slutin against business bjectives OUTPUT: Slutin Evaluatin Reprt Page 6 f 17

8 Requirements Elicitatin and Cllabratin Explre definitin f elicitatin and cllabratin as separate ideas What are stakehlders and what rle d they play in business analysis? Stakehlder engagement and its value t infrmatin quality (Ex.1) Cmmunicatin Facilitatin Negtiatin and cnflict reslutin Explre the requirements elicitatin prcess 1. SG: Brainstrming Pssible stakehlders Types f infrmatin stakehlders prvide Best ways t engage stakehlders t elicit high quality infrmatin 2. SG: Grup discussin 2 prs and 2 cns f assigned elicitatin techniques Facilitated cnslidatin f grup answers Key cncept: Stakehlders Knwledge Area: Elicitatin and Cllabratin Techniques: Brainstrming Cllabrative games Dcument analysis Fcus grups Interviews Mind mapping Observatin Organisatin mdelling Reviews Stakehlder list, map r persnas Survey r questinnaire Wrkshps Lk at sme techniques used t elicit requirements with examinatin f prs and cns f the varius techniques (Ex. 2) Brainstrming Fcus grups Interviews Observatin Requirements wrkshps Survey r questinnaire Challenges with elicitatin and hw t vercme them Page 7 f 17

9 Requirements Life Cycle Management Review imprtance and value f requirements t business Understand the significance f turning requirements int business assets t be wned, mined and leveraged Requirements quality Overview f the requirements management prcess SG: Exercise based n requirements srted in earlier exercise Define a cmplete set f attributes fr a few instances f each f the requirement types. Knwledge Area: Requirements Life Cycle Management Techniques: Business rule analysis Functinal decmpsitin Priritizatin Prcess mdelling Risk analysis and management Requirements priritizatin imprtance and techniques fr ranking requirements Relatinship between requirements and risks Requirement management tls TOTAL TIME (apprximate) 5-6 hurs 1-2 hurs Page 8 f 17

10 Sessin 2 Advanced Business Analysis (2 days) This sessin defines key business analysis deliverables, cntents theref and suitable techniques t enable delivery f the utputs f the business analysis wrk effrt. Day 1 utlines tasks necessary t gain an understanding f the business and prduce a business case. Fllwing apprval f a business case, a business analyst must plan their wrk t deliver the apprved prject. The tasks required t d this are utlined in the Requirements Management and Quality Plan. Day 2 appreciates the detail necessary t prduce a high quality, integrated Requirements Package that can be used as the basis f slutin delivery. Fllwing the slutin delivery, the necessary evaluatin f the slutin must take place t ensure that business needs are met by the slutin. A case study will be prvided as pre-reading fr the sessin s that students can initiate wrk n the exercises as quickly as pssible. Each tpic intrduced is presented with: Infrmatin sufficient t enable understanding Valuable techniques used in the cmpletin f tasks Exercises t demnstrate and build an analysis utput (where practical). Learning bjectives: At the end f this sessin students will be able t: Explain the rle and relevance f a business case in decisin making; Structure a business case with necessary cntent that enables decisin making; Describe the imprtance f requirements management and quality planning; Plan business analysis wrk effrt including requirements management prcedures; Outline the purpse f the requirements package; Develp cmpnents f the requirements package; Explain the definitin f value and Outline slutin evaluatin. Cntext setting Page 9 f 17 Tpic Cntent Practical applicatin BABOK Guide mapping DAY 1 Business Analysis Cntext and Business Analysis Planning (4 hurs) Time spent summarising first 2 days f the prgramme fr the benefit f the students that may have pted nt t attend sessin 1.

11 Tpic Cntent Practical applicatin BABOK Guide mapping Understanding the business Sectin intrduces the business case dcument and presents: Rle and imprtance f a business case, within a business cntext Structure f a business case t enable infrmed decisin making. Cntext within which wrk is undertaken Drivers Prblems (Ex.1) Needs Gals and bjectives Scpe f wrk Business area scpe Slutin scpe (Ex. 2) Prject scpe Assumptins Requirements (Ex. 3) Functinal requirements Nn-functinal requirements Infrmatinal requirements Transitinal requirements Outline f slutins (Ex. 4) Feasibility assessment (Ex. 5) Benefit analysis Budget and resurcing Timelines Impact assessment Risk assessment Recmmendatins Multiple exercises based n case study, perfrmed in grups, with facilitatin as required. 1. SG: Perfrm a prblem analysis t articulate ptential prblems that must be slved fr a business, and articulate int structured prblem statements 2. SG: Set a slutin scpe (using the Cntext Diagram technique) 3. IF/WG: Definitin f requirements fr the business (This is a cntinuatin f the wrk presented in Sessin 1 but will be able t stand in cmplete islatin frm Sessin 1) 4. SG: Outline f ptential slutin t business prblems 5. SG: Perfrm a feasibility assessment f the prpsed slutin IF: Cnslidatin f feasibility assessment t create a recmmendatin t business Knwledge Area: Strategy Analysis Techniques: Acceptance and evaluatin criteria Business cases Decisin analysis Estimatin Financial analysis Functinal decmpsitin Metrics and Key perfrmance indicatr Organizatinal mdelling Prcess analysis Rt cause analysis Scpe mdelling Backlg management Vendr assessment Techniques that will be mentined fr cntext but nt explred in detail: Balanced screcard Benchmarking and market analysis Business capability analysis Business mdel canvas Cncept mdelling SWOT analysis Page 10 f 17

12 Tpic Cntent Practical applicatin BABOK Guide mapping Plan business analysis wrk effrt TOTAL TIME (estimated) Sectin intrduces the requirements management and quality plan and presents: Relevance f planning the business analysis effrt prir t initiating wrk n a prject and factrs t be cnsidered in the effrt Deliverables that culd be created frm business analysis planning effrt Discussin arund structuring infrmatin int multiple deliverables r a single deliverable, based n prject needs Structure f a requirements management and quality plan t enable stakehlder understanding f analysis effrt rles, respnsibilities and utcmes: Cntext fr business analysis planning Business analysis planning Prject Apprach Business Analysis Plan (Ex. 1) Stakehlders Engagement Rles and respnsibilities Cmmunicatin planning (Ex. 2) Requirements management planning Techniques t gather Requirements characteristics Traceability apprach Priritizatin apprach Requirements strage and access Multiple exercises based n business case exercise utputs. 1. IF/WG: Facilitated discussin arund the steps that might appear in a business analysis plan 2. SG: Brainstrm different cmmunicatins a business analyst might prduce and the best mechanisms fr delivery f infrmatin t stakehlders Requirements change management apprach Validatin and verificatin apprach Understand the distinctin between the cncepts 4-5 hurs 2-3 hurs Knwledge Area: Business Analysis Planning and Mnitring Techniques: Brainstrming Dcument analysis Functinal decmpsitin Lessns learnt Item tracking Priritizatin Prcess analysis Prcess mdelling Rles and permissins matrix Stakehlder list, map r persnas Page 11 f 17

13 Review Tpic Cntent Practical applicatin BABOK Guide mapping Day 2 Packaging Requirements and Evaluating Business Slutins (3 hurs) Perfrm requirements analysis Jining the dts Review f the deliverables prduced thus far in the business prcess, and their relevance in the creatin f a requirements package Sectin intrduces the requirements package and presents: The rle and imprtance f a requirements package Structure f a requirements package t enable efficient, effective slutin implementatin: Cntext within which wrk is undertaken Requirements scping Slutin architecture; establishing a cnceptual verview f the business slutin High level business prcess mdels (Ex.1) Lgical data mdels Detailed requirements Establish the detail f the varied analysis specificatins Functinal requirement specificatins Prcess specificatins Mdels (Ex. 2) Flws Use cases Business rule specificatin User interface specificatin (Ex. 3) Data specificatin (Ex. 3) Infrmatinal requirement specificatins Narrative Prttypes Nn-functinal requirement specificatins (Ex. 4) Transitinal requirements Quality assurance techniques t verify the business analysis requirements package An end-t-end review f the prcess undertaken and the glden threads that flw thrugh and between the dcuments, fr cmplete analysis Multiple exercises based n business case exercise utputs. 1. SG: Perfrm a high t lw level prcess decmpsitin 2. SG: Mdel ne lw level business prcess and identify pssible prcess inputs and utputs that will be prduced/cnsumed 3. SG: One half the class will d user interface designs fr a business prcess; anther will d data definitins fr the prcess. Facilitated grup discussin will identify cmmn elements and perhaps identify missing elements 4. IND: Define nn-functinal requirements fr the prpsed slutin t ensure a high-quality user experience with the slutin Knwledge Area: Requirements Analysis and Design Definitin Techniques: Data dictinary Data flw diagrams Data mining Data mdelling Decisin mdelling Glssary Interface analysis Nn-functinal requirements analysis Prcess analysis Prcess mdelling Prttyping Use cases and scenaris User stries Techniques that will be mentined fr cntext but nt explred in detail: Sequence diagrams State mdelling Page 12 f 17

14 Evaluate the slutin Intrduce value definitin Explre the relatinship between business analysis and value delivery High level verview f the measurement prcess IF/WG: Discussin arund key take-aways frm the sessin that culd help the students add mre value upn their return t their wrkplace Knwledge Area: Slutin evaluatin Techniques: Acceptance and evaluatin criteria Data mining Decisin analysis Dcument analysis Financial analysis Metrics and Key perfrmance indicatrs Prcess analysis Prttyping Risk analysis and management Rt cause analysis Understanding business limitatins t value delivery Slutin limitatins Enterprise limitatins Increasing value delivery fr the sustainability f the business TOTAL TIME (apprximate) 4 5 hurs 2-3 hurs Page 13 f 17

15 Sessin 3 Business Analysis Certificatin Prep (1 day) This sessin reviews the principles f business analysis in the cntext f the BABOK Guide. Students will understand the rle, purpse and structure f BABOK Guide. Insight int the cre business analysis cncepts guides the practice f business analysis t efficiency. Awareness f underlying cmpetencies is necessary t be effective. Appreciatin f current business analysis techniques enables business analysts t use the mst apprpriate practices t deliver high quality, high value utputs. Students explre knwledge areas t understand hw each enables a business analyst t perfrm effectively and efficiently. An end-t-end understanding f BABOK Guide will enable students t prepare fr and take the desired level f IIBA Certificatin examinatin. Learning Objectives: At the end f the sessin students will be able t: Describe the IIBA and its certificatin levels; Summarise business analysis as defined by the IIBA; Outline BABOK Guide structure and cncepts; Explain the BABOK Guide Knwledge Areas and Prepare fr the IIBA Certificatin requirements. Tpic Cntent Practical applicatin BABOK Guide mapping DAY 1 BABOK Guide (7 hurs) What is the IIBA? Overview f the IIBA Histry and evlutin Strategic gals Prducts and services Value prpsitin Certificatin Levels Requirements (Exam and Prtfli f Evidence discussin) Career radmap Nne Nt applicable Page 14 f 17

16 Tpic Cntent Practical applicatin BABOK Guide mapping What is business analysis? What is the BABOK Guide? Presentatin f IIBA view n business analysis Nne Intrductin BABOK Guide is intrduced: What it is Why it s imprtant Hw it s structured Cre cncept mdel Underlying cmpetencies Techniques Perspectives Knwledge areas Descriptin f structure f each knwledge area Descriptin f and intrductin t each knwledge area Intrductin Business Analysis Cre Cncept Mdel (BACCM) Underlying Cmpetencies Overview Key cncepts included in the mdel Interactins between cncepts Cre cncepts in terms f the BABOK Guide Overview and structure f underlying cmpetencies Review each f the underlying cmpetencies Imprtance f each cmpetency in business analysis SG: Discussin: Are business analysts brn r created? Business Analysis Key Cncepts Underlying Cmpetencies Perspectives Overview and structure f perspectives Review f each f the perspectives Imprtance f each perspective in business analysis Perspectives Techniques Overview and structure f techniques Discussin abut technique tlbx and technique selectin Techniques Page 15 f 17

17 Tpic Cntent Practical applicatin BABOK Guide mapping Knwledge areas Overview and structure f knwledge areas Intrductin t each knwledge area Overview f hw the knwledge areas interact with each ther Imprtance f the glssary SG: Strybard preparatin and * See ntes presentatin. Knwledge Areas Certificatin preparatin Submitting the applicatin Rle f references Rle f prtfli f evidence Writing the exam Types f questins Exam strategies Recertificatin prcess Nt applicable TOTAL TIME (Apprximate) 3-4 hurs 3-4 hurs Page 16 f 17

18 *Ntes: Strybarding Students will be split int grups. Where it is nt pssible t create a grup f 2 r mre individuals, students will wrk alne fr the exercise Each grup will be allcated 1 n (see table belw) f the knwledge areas and are required t prepare a strybard fr each knwledge area(s) Students may highlight imprtant learnings frm each knwledge area Any visual techniques may be used t design the stry bard; pens, pencils, clred pencils, markers and the like will be supplied Upn cmpletin, grups will present their strybard (knwledge area) t the class Where a knwledge area is being strybarded by multiple grups, the instructr will see t it that a single presentatin is made. Learning wuld nt be reduced by analysis f multiple areas Strybard preparatin: ttal time 2 hurs Strybard presentatin: ttal time 1½ hurs Number f Grups Knwledge Areas fr grup discussin 1 Knwledge areas will be split amngst students Unallcated knwledge areas will be presented by the instructr 2 3 Knwledge Areas per grup 3 2 Knwledge Areas per grup Knwledge Areas per grup Delivery Requirements A Student Handbk t supprt slides presented in the classrm is supplied. All discussins and exercises will be reflected in the Student Handbk. Student Handbk cntents: Brief descriptin f class-taught ideas Sample templates (where relevant) Blank templates fr in-class exercise use/ blank pages fr ntes fr in-class discussin use ECBA, CCBA and CBAP Cdes f Cnduct Useful references Cpies f the BABOK Guide will be printed and bund and prvided fr in-class use ONLY. This will be a reference surce fr students during all the sessins. The final exercise will be a hands-n, visual creatin (a strybard) and thus each sessin wuld require a large prject bard (ne per knwledge area being created) and apprpriate drawing tls (pen, pencils, crayns, markers). A picture f each strybard will be captured and distributed electrnically pst the cmpletin f the sessin. As such, an electrnic prtal shuld exist. Page 17 f 17