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PMI®, PMP®, CAPM®, PMBOK®, PgMPSM, OPM3® are either marks or registered marks of Project Management Institute, Inc. The PMI R.E.P. logo is a registered mark of the Project Management Institute, Inc. BABOK®, BusinessAnalysis Body of Knowledge®, IIBA®, and the IIBA® logo are registered trademarks owned by International Institute of Business Analysis. CBAP® and the CBAP logo are registered certification marks owned by InternationalInstitute of Business Analysis. Certified Business Analysis ProfessionalTM, EEPTM and the EEP logo are trademarks owned by International Institute of Business Analysis. The IIBA® chapter logo, IIBA® Associate Sponsor logo,IIBA® Corporate Sponsor logo, IIBA® Industry Sponsor logo, and IIBA® member logo are logos owned by International Institute of Business Analysis. These trademarks are used with the express permission of InternationalInstitute of Business Analysis.
Merging the PMBOK® Guide and BABOK®
Guide for improving project performances
Michele MaritatoMBA, PMP, PMI-RMP, CBAP, CSM, PSM-I, PSPO-I, PMI-ACP
Athen, 28/11/2016
www.pm-progetti.it © PMProgetti Srl [email protected] 2
Agenda
1. Project Management and Business Analysis:the dynamic duo
2. Mastering the Project Requirements
3. Assessment
PMI®, PMP®, CAPM®, PMBOK®, PgMPSM, OPM3® are either marks or registered marks of Project Management Institute, Inc. The PMI R.E.P. logo is aregistered mark of the Project Management Institute, Inc. BABOK®, Business Analysis Body of Knowledge®, IIBA®, and the IIBA® logo are registeredtrademarks owned by International Institute of Business Analysis. CBAP® and the CBAP logo are registered certification marks owned by International Instituteof Business Analysis. Certified Business Analysis ProfessionalTM, EEPTM and the EEP logo are trademarks owned by International Institute of BusinessAnalysis. The IIBA® chapter logo, IIBA® Associate Sponsor logo, IIBA® Corporate Sponsor logo, IIBA® Industry Sponsor logo, and IIBA® member logo are logosowned by International Institute of Business Analysis. These trademarks are used with the express permission of International Institute of Business Analysis.
www.pm-progetti.it © PMProgetti Srl [email protected] 3
Agenda
1. Project Management and Business Analysis:the dynamic duo
2. Mastering the Project Requirements
3. Assessment
PMI®, PMP®, CAPM®, PMBOK®, PgMPSM, OPM3® are either marks or registered marks of Project Management Institute, Inc. The PMI R.E.P. logo is aregistered mark of the Project Management Institute, Inc. BABOK®, Business Analysis Body of Knowledge®, IIBA®, and the IIBA® logo are registeredtrademarks owned by International Institute of Business Analysis. CBAP® and the CBAP logo are registered certification marks owned by International Instituteof Business Analysis. Certified Business Analysis ProfessionalTM, EEPTM and the EEP logo are trademarks owned by International Institute of BusinessAnalysis. The IIBA® chapter logo, IIBA® Associate Sponsor logo, IIBA® Corporate Sponsor logo, IIBA® Industry Sponsor logo, and IIBA® member logo are logosowned by International Institute of Business Analysis. These trademarks are used with the express permission of International Institute of Business Analysis.
In 2008…
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Project Management & BusinessAnalysis: the dynamic duo
Mastering theProject Requirements Assessment
Business Need,Business Plan,Business Case
Project Charter,Project Plan,Would I…?
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PMI®, From: Building Professionalism in Project Management®To: Making project management indispensable for business results®
Project Management & BusinessAnalysis: the dynamic duo
Mastering theProject Requirements
BUSINESS NEED
BUSINESS BENEFITS
CHANGE
SCOPE
DELIVERABLES
PROCESS
BUSINESS PROJECT
Business and Projects
Assessment
Chaos Report, Standish GroupProject success is rare
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Project Management & BusinessAnalysis: the dynamic duo
Mastering theProject Requirements Assessment
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Chaos Report, Standish GroupCauses of failure in IT projects
Project Management & BusinessAnalysis: the dynamic duo
Mastering theProject Requirements
Incomplete requirements 13,1 %
End users not engaged 12,4 %
Lack of resources 10,6 %
Unrealistic expectations 9,9 %
Lack of support from top management 9,3 %
Change in requirements 8,7 %
Lack of planning 8,1 %
Did not need anymore 7,5 %
Assessment
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Chaos Report, Standish GroupImplemented features, how often they are used?
Project Management & BusinessAnalysis: the dynamic duo
Mastering theProject Requirements Assessment
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PMNetwork® - December 2012Are business users satisfied with IT Projects?
5% 3%24% 15%39% 32%21% 27%9% 20%2% 3%
Stakeholders who refuse to
define what they want
end up with projects that are
doomed to failure or
experience at least
significant cost overruns,
which, for a project
manager, is the same thing.(Joseph L. Mayes, PMP, Universal American Corporation,
Lake May, Florida, USA)
IT Professionals Non-IT Professionals
Completely satisfied
Very satisfied
Moderately satisfied
Slightly satisfied
Not at all satisfied
Didn’t know
Project Management & BusinessAnalysis: the dynamic duo
Mastering theProject Requirements Assessment
Some considerations
Collecting requirements is not a process, it is a Profession Project Managers and Business Analysts have different
«heads» Project Managers are problem solvers Business Analysts are researchers
Project Managers do not necessarily have businessknowledge and/or business analysis skills
Project Managers do not always have time for managingstakeholders expectations, especially at project execution
When we centralize all accountabilities under a uniqueperson, we are disengaging the other resources
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Project Management & BusinessAnalysis: the dynamic duo
Mastering theProject Requirements Assessment
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What is Business Analysis
Project Management & BusinessAnalysis: the dynamic duo
Mastering theProject Requirements
Business Analysis is the practiceof enabling change in anenterprise by defining needs andrecommending solutions thatdeliver value to stakeholders
BABOK® Guide – 3° edition
BA
Bus
ines
s St
akeh
olde
rs Developm
ent Team
Assessment
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BUSI
NES
S AN
ALYS
IS
PROJECT MANAGEMENT
Project Management & BusinessAnalysis: the dynamic duo
Mastering theProject Requirements
Project Management and Business Analysis:the dynamic duo
Assessment
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The Babok® Guide
Project Management & BusinessAnalysis: the dynamic duo
Mastering theProject Requirements Assessment
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Project Management & BusinessAnalysis: the dynamic duo
Mastering theProject Requirements
The position of PMI®
Assessment
Integrating the Babok Guide with Scrumwww.slideshare.net/mmaritato/ba-agile-michelemaritatov2
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Project Management & BusinessAnalysis: the dynamic duo
Mastering theProject Requirements Assessment
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Agenda
1. Project Management and Business Analysis:the dynamic duo
2. Mastering the Project Requirements
3. Assessment
PMI®, PMP®, CAPM®, PMBOK®, PgMPSM, OPM3® are either marks or registered marks of Project Management Institute, Inc. The PMI R.E.P. logo is aregistered mark of the Project Management Institute, Inc. BABOK®, Business Analysis Body of Knowledge®, IIBA®, and the IIBA® logo are registeredtrademarks owned by International Institute of Business Analysis. CBAP® and the CBAP logo are registered certification marks owned by International Instituteof Business Analysis. Certified Business Analysis ProfessionalTM, EEPTM and the EEP logo are trademarks owned by International Institute of BusinessAnalysis. The IIBA® chapter logo, IIBA® Associate Sponsor logo, IIBA® Corporate Sponsor logo, IIBA® Industry Sponsor logo, and IIBA® member logo are logosowned by International Institute of Business Analysis. These trademarks are used with the express permission of International Institute of Business Analysis.
www.pm-progetti.it © PMProgetti Srl [email protected] 17
BUSINESSSTAKEHOLDER
SOLUTION
The classification of requirements (1)
+
I T O
+
TRANSITION
Project Management & BusinessAnalysis: the dynamic duo
Mastering theProject Requirements Assessment
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The classification of requirements (2)
Project Management & BusinessAnalysis: the dynamic duo
Mastering theProject Requirements
>> Business Req. <<
•Business Need•Project Objectives•Metrics to measure the success(Business Case)•…
>> Stakeholder Req. <<
•Processes•Activities•Use Cases•…
+
>> Solution Req. <<
•Input – Transformation – Output•Look and Feel•Usability and Humanity•Performance, Maintenance•… I T O
+
>> Transition Req. <<
•Data Conversion•Training•Resources•…
INIT
IATI
NG
PLAN
NIN
G, E
XEC
UTI
NG
, MO
NIT
. & C
ON
TR.
Assessment
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Mastering the project requirements (1)
1.Preparing
2.Eliciting
3.Analyzing
4.Approving
5.Managing
INITIATING INITIATING INITIATING INITIATING
PLANNING PLANNING
EXECUTING
PLANNING
EXECUTING
MON. & CONT.
PLANNING
EXECUTING
MON. & CONT. MON. & CONT.
CLOSING
STAKEHOLDER | SOLUTION | TRANSITION REQUIREMENTS
Project Management & BusinessAnalysis: the dynamic duo
Mastering theProject Requirements
BUSINESS | STAKEHOLDER REQUIREMENTS
Assessment
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INITIATING
PLANNING
BUSINESS
STAKEHOLDERSOLUTION
TRANSITION
1.PREPARING
2.Eliciting
3.Analyzing
4.Approving
5.Managing
Project Management & BusinessAnalysis: the dynamic duo
Mastering theProject Requirements
Mastering the project requirements (2)
1. Describe the Business Analysis Approach2. Identify, analyze the Stakeholders and define the
engagement strategy3. Define the requirements Governance processes
for Prioritizing, Approving, Allocating, Tracing,Managing changes
4. Plan the BA Communications with thestakeholders
5. Establish the procedures for continuousimprovement
Assessment
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1.Preparing
2.ELICITING
1. Plan the elicitation processes and preparethe material (based on the el. techniques)
2. Execute elicitation, capturing all that issaid
3. Distinguish the Req. from the Non-req.(issues, risks, assumptions, constraints,etc.)
4. Confirm that the elicited requirementsmatch the stakeholders needs
3.Analyzing
4.Approving
5.Managing
INITIATING
PLANNING
BUSINESS
STAKEHOLDERSOLUTION
TRANSITION
EXECUTING
Project Management & BusinessAnalysis: the dynamic duo
Mastering theProject Requirements
Mastering the project requirements (3)CORE
Assessment
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Mastering the project requirements (4)
1.Preparing
2.Eliciting
3.ANALYZING
4.Approving
5.Managing
MON. & CONT.BUSINESS
STAKEHOLDERSOLUTION
TRANSITION
PLANNING
STAKEHOLDERSOLUTION
TRANSITION
EXECUTINGINITIATINGBUSINESS
Project Management & BusinessAnalysis: the dynamic duo
Mastering theProject Requirements
1. Prioritize the requ., understandthe Acceptance criteria’s
2. Model the requ. (Business,Stakeholder, Solution, Trans.)
3. Verify the requ. (quality control)4. Validate the requ. (delivery
value to the business)5. Define the Design options6. Recommend solutions
Assessment
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AssessCapability Gaps
DetermineSolution Approach
DefineSolution Scope
What is the businessproblem / opportunity?
What capabilities dowe need?
How do we want to fillthe capab. gaps?
What are the solutioncomponents?
What are costs,benefits and risks?
Source BABOK® Guide – Version 2.0
DefineBusiness Case
Define BusinessNeed
Modelling Business Requirements
Project Management & BusinessAnalysis: the dynamic duo
Mastering theProject Requirements Assessment
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Verifying and Validating Requirements
Verifying Req. To ensure that req. meet
the necessary standard ofquality for Communicationand Implementation
Validating Req. To ensure that
Solution andTransition req. arealigned with Businessand Stakeholder req.
Project Management & BusinessAnalysis: the dynamic duo
Mastering theProject Requirements Assessment
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Mastering the project requirements (5)
1. Communicating req. (packingand communicating)
2. Approving req. (produce thereq. baseline)
3. Managing issues/conflicts
1.Preparing
2.Eliciting
3.Analyzing
4.APPROVING
5.Managing
MON. & CONT.BUSINESS
STAKEHOLDERSOLUTION
TRANSITION
PLANNING
STAKEHOLDERSOLUTION
TRANSITION
EXECUTINGINITIATINGBUSINESS
Project Management & BusinessAnalysis: the dynamic duo
Mastering theProject Requirements Assessment
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Mastering the project requirements (6)
1. Monitoring and Controlling BAperformances
2. Managing Changes to requirements3. Maintaining requirements for re-use
(future projects)4. Manage requirements traceability
1.Preparing
2.Eliciting
3.Analyzing
4.Approving
5.MANAGING
MON. & CONT.CLOSINGBUSINESS
STAKEHOLDERSOLUTION
TRANSITION
Project Management & BusinessAnalysis: the dynamic duo
Mastering theProject Requirements Assessment
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The Global ViewRequirements Management Stages
Req.CategoriesPM
Process Groups Preparing Eliciting Analyzing Approving Managing
Initiating BusinessStakeholder
PlanningStakeholderSolutionTransition
ExecutingStakeholderSolutionTransition
Monitoring &Controlling
BusinessStakeholderSolutionTransition
ClosingBusinessStakeholderSolutionTransition
Project Management & BusinessAnalysis: the dynamic duo
Mastering theProject Requirements Assessment
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Agenda
1. Project Management and Business Analysis:the dynamic duo
2. Mastering the Project Requirements
3. Assessment
PMI®, PMP®, CAPM®, PMBOK®, PgMPSM, OPM3® are either marks or registered marks of Project Management Institute, Inc. The PMI R.E.P. logo is aregistered mark of the Project Management Institute, Inc. BABOK®, Business Analysis Body of Knowledge®, IIBA®, and the IIBA® logo are registeredtrademarks owned by International Institute of Business Analysis. CBAP® and the CBAP logo are registered certification marks owned by International Instituteof Business Analysis. Certified Business Analysis ProfessionalTM, EEPTM and the EEP logo are trademarks owned by International Institute of BusinessAnalysis. The IIBA® chapter logo, IIBA® Associate Sponsor logo, IIBA® Corporate Sponsor logo, IIBA® Industry Sponsor logo, and IIBA® member logo are logosowned by International Institute of Business Analysis. These trademarks are used with the express permission of International Institute of Business Analysis.
www.pm-progetti.it © PMProgetti Srl [email protected] 29
1. Preparing
HAVE CURRENT STATE NEED FUTURE STATE
1. Describe the Business AnalysisApproach (process, deliverables,tech., roles, etc.)
2. Identify, analyze theStakeholders and define theengagement strategy
3. Define the requirementsGovernance processes forPrioritizing, Approving, Allocating,Tracing, Managing changes
4. Plan the BA Communicationswith the stakeholders
5. Establishing the procedures forcontinuous improvement
Project Management & BusinessAnalysis: the dynamic duo
Mastering theProject Requirements Assessment
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2. Eliciting
HAVE CURRENT STATE NEED FUTURE STATE
1. Plan the elicitationprocesses and preparethe material (based onthe el. techniques)
2. Execute elicitation,capturing all that issaid
3. Distinguish the Req.from the Non-req.(issues, risks,assumptions,constraints, etc.)
4. Confirm that theelicited req. match thestakeholders needs
Project Management & BusinessAnalysis: the dynamic duo
Mastering theProject Requirements Assessment
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3. AnalyzingHAVE CURRENT STATE NEED FUTURE STATE
1. Prioritize requ., understandthe Acceptance criteria’s
2. Model Business req.
3. Model Stakeholder req.
4. Model Solution req.
5. Model Transition req.
6. Verify the requ. (qualitycontrol)
7. Validate req. (delivery valueto the business)
8. Define the Design options(allocate the requ.)
9. Recommend solutions
Project Management & BusinessAnalysis: the dynamic duo
Mastering theProject Requirements Assessment
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4. Approving
HAVE CURRENT STATE NEED FUTURE STATE
1. Communicating req.(packing andcommunicating)
2. Approving req.(produce the req.baseline)
3. Managingissues/conflicts
Project Management & BusinessAnalysis: the dynamic duo
Mastering theProject Requirements Assessment
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5. Managing
HAVE CURRENT STATE NEED FUTURE STATE
1. Monitoring andControlling BAperformances
2. Managing Changes torequirements
3. Maintainingrequirements for re-use (future projects)
4. Manage requirementstraceability
Project Management & BusinessAnalysis: the dynamic duo
Mastering theProject Requirements Assessment