13
Investigative Questioning Knowing the Right Question to ask

Investigative Questioning

Embed Size (px)

Citation preview

Page 1: Investigative Questioning

Investigative QuestioningKnowing the Right Question to ask

Page 2: Investigative Questioning

IF YOU COULD ONLY ASK ONE QUESTION,

WOULD YOU?

Page 3: Investigative Questioning

FOCUS OF QUESTIONS1. Scope2. Actor3. Duration4. Anticipated Outcome

Page 4: Investigative Questioning

M a y 2 , 2 0 2 3 I n v e s t i g a t i v e Q u e s t i o n i n g | E H C M – C a re M a n a g em e n t O p e r a t i o n a l Re p o r t i n g

4

TYPES OF QUESTIONS

Who WhatWho deals with identification of the actors and players involved in the project.

1. Who needs to use or interact with the solution?

2. Who derives value from the solutions?

3. Who is paying for the solution?

4. Who will be supporting the solution?

5. Who am I missing?

What deals with the inputs and outputs of the project.

1. What is the business need associated with the solution?

2. What data elements are needed?

3. What business rules does the solution need?

4. What is the operational process?

5. What am I missing?

Page 5: Investigative Questioning

M a y 2 , 2 0 2 3 I n v e s t i g a t i v e Q u e s t i o n i n g | E H C M – C a re M a n a g em e n t O p e r a t i o n a l Re p o r t i n g

5

TYPES OF QUESTIONS

When WhereWhen deals with the various timelines associated with the project.

1. When does the project start / end?

2. When does the report need to be generated?

3. When is the timeframe of the data needed for the report?

4. When will data be available in the system to test?

5. Am I missing any key milestones?

Where deals with the geographic and logistical aspects of the project:

1. Where are the users located?

2. Where do the users go to access the solution?

3. Where will the data be stored to support the solution?

4. Where will the backups be stored?

5. Am I missing any logistical information?

Page 6: Investigative Questioning

M a y 2 , 2 0 2 3 I n v e s t i g a t i v e Q u e s t i o n i n g | E H C M – C a re M a n a g em e n t O p e r a t i o n a l Re p o r t i n g

6

TYPES OF QUESTIONS

Why HowWhy deals with various constructs of information related to the project?

1. Why is this project being undertaken?

2. Why is this solution the right solution?

3. Why is this much data required (minimum required test)?

4. What are the reasons why the users have access?

5. Why is this report necessary?

How deals with the actual execution of the project:

1. How will this project be executed?

2. How will this solution solve the problem?

3. How will users interact with the system?

4. How will the user utilize the report?

5. How have other areas been evaluated before determining this solution?

Page 7: Investigative Questioning

IF YOU KNEW THE RIGHT QUESTION, WOULD THEY

KNOW THE RIGHT ANSWER?

Page 8: Investigative Questioning

M a y 2 , 2 0 2 3 I n v e s t i g a t i v e Q u e s t i o n i n g | E H C M – C a re M a n a g em e n t O p e r a t i o n a l Re p o r t i n g

8

SOLITICATION OF INFORMATION

The Business Analyst receives a project scope from the Project

Manager and then dialogue occurs in order to answer the Who, What, When, Where, Why and How.

Page 9: Investigative Questioning

M a y 2 , 2 0 2 3 I n v e s t i g a t i v e Q u e s t i o n i n g | E H C M – C a re M a n a g em e n t O p e r a t i o n a l Re p o r t i n g

9

FOUR STEP PROCESS CHART

Step OneThe project

manager will provide the project plan

typically in a kick-off meeting with all key business

owners.

Step TwoFollowing the meeting, the

business analyst will evaluate the plan in attempts

to understand the scope, actors, duration and anticipated outcome.

Step ThreeThe business

analyst will start with the

knowledge possessed and

begin filling in the gaps required.

Next the investigative

questioning comes into play with in depth look at:

who, what, when, where and how.

Step FourThe business

analyst should have all the information required to develop a business

requirements document to

support an initial discussion.

Receive the

Project Plan

Evaluate the Plan

Develop Requirem

ents

Investigative

questioning

Page 10: Investigative Questioning

M a y 2 , 2 0 2 3 1 0

WHEN TO ENGAGE

Following Kick-off Meeting

During Requirements Review

The project manager will typically allocated time to each functional area following the kick-off meeting to have 1:1 time for questions, concerns, and ideas. The point of this is to provide feedback to the project manager so that critical information is not lost or ignored.

The requirements document should be 90% ready during the review process but that is not always the case. The project manager will provide their full undivided attention (if not correct them) because this is your time to make sure your piece of the project is correct.

The role of a business analyst is typically excluded from a project manager’s myopic view during the initial launch. The right time to engage is when the business analyst [you] have enough information to get started but not to complete.

I n v e s t i g a t i v e Q u e s t i o n i n g | E H C M – C a re M a n a g e m e n t O p e r a t i o n a l Re p o r t i n g

Page 11: Investigative Questioning

HOW TO ENGAGE

DEFINITELY DODON’T DO THESE….

1. Prepare questions ahead of time; submit via email if possible 24 hours in advance.

2. If a conference call, have the right people on the line ready to discuss.

3. Prepare an agenda prior to the meeting so that everyone remembers why they are there.

4. Submit follow through notes and summary to all of the participants.

1. Launch “bombs” on the project manager without forewarning.

• Failure on your part to communicate is not the PM’s fault.

2. Include everyone on the invitation “because you want to be sure.”

• Know your audience and the players; wasting time is rude.

3. Be disorganized and constantly “refer to your notes” or have side discussions with others on the line.

There is never a good time that is unscheduled for a project manager because they are responsible for a multitude of different actors. Help them, help you by following these steps.

Page 12: Investigative Questioning

TREAT PROJECT MANAGERS AS YOU WOULD LIKE TO BE TREATED.

(GOLDEN RULE)

Page 13: Investigative Questioning

M a y 2 , 2 0 2 3 I n v e s t i g a t i v e Q u e s t i o n i n g | E H C M – C a re M a n a g em e n t O p e r a t i o n a l Re p o r t i n g

1 3

PRACTICAL EXERCISEPerson 1: Project Manager- Goal is to launch CA Medicaid Plan effective 7/1 and you

require operational reporting to ensure that the clinical team meets the strict standards for CA government benefits.

Person 2: Business Analyst- Goal is to determine the Who, What, When, Where, Why

and How of the project.

Person 3: CA Representative- Will provide advise to the PM only upon request.