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© International Institute of Business Analysis ® Cover this area with a picture related to your presentation. It can be humorous. Make sure you look at the Notes Pages for more information about how to use the template. Useful Business Objectives and the Agile BA Become a more effective Business Analyst August 2011
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Page 1: Useful Business Objectives and the Agile BA - Agile Alliance · PDF filePART 1 OBJECTIVES AND THEIR PURPOSE Orientation What are Objectives? What are they for? How do we use them?

© International Institute of Business Analysis®

Ø  Cover this area with a picture related to your presentation. It can be humorous.

Ø  Make sure you look at the Notes Pages for more information about how to use the template.

Useful Business Objectives and the Agile BA

Become a more

effective Business Analyst

August 2011

Page 2: Useful Business Objectives and the Agile BA - Agile Alliance · PDF filePART 1 OBJECTIVES AND THEIR PURPOSE Orientation What are Objectives? What are they for? How do we use them?

PART 1 OBJECTIVES AND THEIR PURPOSE

Orientation What are Objectives? What are they for? How do we use them?

©2010, International Institute of Business Analysis. All rights reserved.

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Page 3: Useful Business Objectives and the Agile BA - Agile Alliance · PDF filePART 1 OBJECTIVES AND THEIR PURPOSE Orientation What are Objectives? What are they for? How do we use them?

Agenda Time § The Purpose of Objectives 0:00-0:20 § The Attributes of an Objective 0:20-1:20 § The Attributes of an Indicator 1:20-2:00 § Exercise 2:00-2:40 §  Building A Complete Objective

§ Discussion 2:40-3:00 §  Application In My Workplace

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©2010, International Institute of Business Analysis. All rights reserved.

Duration

Page 4: Useful Business Objectives and the Agile BA - Agile Alliance · PDF filePART 1 OBJECTIVES AND THEIR PURPOSE Orientation What are Objectives? What are they for? How do we use them?

What are Objectives? (p5)

§ The highest level requirements the organization measures §  Business Requirements §  Stakeholder Requirements

§ They allow you to... §  Manage scope §  Prioritize by value §  Sequence by significance §  Simplify resolution of conflicts

©2010, International Institute of Business Analysis. All rights reserved.

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Page 5: Useful Business Objectives and the Agile BA - Agile Alliance · PDF filePART 1 OBJECTIVES AND THEIR PURPOSE Orientation What are Objectives? What are they for? How do we use them?

A requirement is: (p6)

1.  A condition or capability needed by a stakeholder to solve a problem or achieve an objective. §  Functional requirements provide Benefits

2.  A condition or capability that must be met or possessed by a solution or solution component to satisfy a contract, standard, specification, or other formally imposed documents. §  Non-Functional requirements mitigate Risks

©2010, International Institute of Business Analysis. All rights reserved.

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Page 6: Useful Business Objectives and the Agile BA - Agile Alliance · PDF filePART 1 OBJECTIVES AND THEIR PURPOSE Orientation What are Objectives? What are they for? How do we use them?

Objectives and the BABOK (p96) § Objectives define two elements of a Business Case 1. Benefits

§  Measure the benefits of the recommended solution in terms of both qualitative and quantitative gains to the enterprise. Where possible, benefits should be quantified. Benefits of a non-financial nature … are also important and add significant value to the organization, even if they must be assessed qualitatively. Benefit estimates should relate back to strategic goals and objectives.

2. Results Measurement §  The business case articulates not only the projected costs and benefits to be realized,

but also how those costs and benefits will be assessed and evaluated.

§ The other two are out of scope for today’s work 3. Risk Assessment 4. Investment

©2010, International Institute of Business Analysis. All rights reserved.

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Page 7: Useful Business Objectives and the Agile BA - Agile Alliance · PDF filePART 1 OBJECTIVES AND THEIR PURPOSE Orientation What are Objectives? What are they for? How do we use them?

Objectives are… §  Rigorously aligned to the organization’s

§  Vision §  Mission §  Operating Model §  Strategy §  Business Unit Goals

§  Statements that define §  Future capabilities of the organization §  Measures of success §  Timelines for change

§  What Project Scope is traced to §  Objectives are in the business case §  One business case may be fulfilled by several projects §  Some project documents will duplicate or refer to these statements

©2010, International Institute of Business Analysis. All rights reserved.

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Page 8: Useful Business Objectives and the Agile BA - Agile Alliance · PDF filePART 1 OBJECTIVES AND THEIR PURPOSE Orientation What are Objectives? What are they for? How do we use them?

Specific Describing something that has a measurable outcome

Measurable Tracking and measuring the outcome

Achievable Testing the feasibility of the effort

Relevant In alignment with the organization’s key vision, mission and goals

Time bound Has a defined timeframe that is consistent with the business need

§  Useful ideas, particularly for discussion. §  SMART objectives are not complete

requirements. They need clearer attributes. §  Attributes are key information that stakeholders

need to make use of the requirements. They are metadata about the business need, not the need itself.

The Trouble With SMART (p84)

©2010, International Institute of Business Analysis. All rights reserved.

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Page 9: Useful Business Objectives and the Agile BA - Agile Alliance · PDF filePART 1 OBJECTIVES AND THEIR PURPOSE Orientation What are Objectives? What are they for? How do we use them?

Attributes of an Objective i

§ Summary of Attributes § Statement of Business Need S § Alignment R § Owner § Benefits R § Timeline T § Unique Identifier § Priority (by Value) R §  Indicators M, T

©2010, International Institute of Business Analysis. All rights reserved.

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Page 10: Useful Business Objectives and the Agile BA - Agile Alliance · PDF filePART 1 OBJECTIVES AND THEIR PURPOSE Orientation What are Objectives? What are they for? How do we use them?

Attributes of an Objective ii

§ Statement of Business Need S §  Capability the organization will have when the

objective is fulfilled § Alignment R §  Directly and explicitly traced to organizational

Vision, Mission, Goals, etc. § Owner §  Who will deliver the value, assume risks, reap

rewards, approve or deny, etc. ©2010, International Institute of Business Analysis. All rights reserved.

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Page 11: Useful Business Objectives and the Agile BA - Agile Alliance · PDF filePART 1 OBJECTIVES AND THEIR PURPOSE Orientation What are Objectives? What are they for? How do we use them?

Attributes of an Objective iii

§ Benefits R §  What value the business will gain by meeting

this objective § Timeline T §  Span when delivery of benefits will be

maximized § Unique Identifier §  Used for impact and gap analysis,

prioritization (by benefits and sequence), etc. ©2010, International Institute of Business Analysis. All rights reserved.

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Page 12: Useful Business Objectives and the Agile BA - Agile Alliance · PDF filePART 1 OBJECTIVES AND THEIR PURPOSE Orientation What are Objectives? What are they for? How do we use them?

Attributes of an Objective iv

§ Priority R §  Relative value of the objective. How important

is this change to the business? §  O2 – Survival. Cut this = cut business case §  H2O – Jeopardy. Cut this = reassess business case §  Food – Discomfort. Cut several of these = reassess

business case §  Shelter – Distain. Cut any or all without consequence.

May be “free” features in a vendor or COTS package (commercial off the shelf)

©2010, International Institute of Business Analysis. All rights reserved.

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Page 13: Useful Business Objectives and the Agile BA - Agile Alliance · PDF filePART 1 OBJECTIVES AND THEIR PURPOSE Orientation What are Objectives? What are they for? How do we use them?

Attributes of an Objective v

§ Indicators M, T §  Performance measures that track or predict

the benefits §  Timeframes apply to indicators and the

Objective

§ Much more on Indicators in a moment.

©2010, International Institute of Business Analysis. All rights reserved.

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Page 14: Useful Business Objectives and the Agile BA - Agile Alliance · PDF filePART 1 OBJECTIVES AND THEIR PURPOSE Orientation What are Objectives? What are they for? How do we use them?

Documenting the Attributes § You want all attributes, but there is no ‘best’ format to present it. Several may be combined in on phrase. For example: §  A Statement, Alignment, Timeframe and one

Measure in one sentence: §  “BABOK 2.0 can be purchased and downloaded

in March 2009, supporting the BABOK and CBAP Strategic Goals.”

©2010, International Institute of Business Analysis. All rights reserved.

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Page 15: Useful Business Objectives and the Agile BA - Agile Alliance · PDF filePART 1 OBJECTIVES AND THEIR PURPOSE Orientation What are Objectives? What are they for? How do we use them?

Understanding Indicators §  Indicators measure success and benefit in the

business case §  Often represent the targets that the business will

meet to deliver value §  Often need several reports to support

measurement of the targets §  There are two kinds of measure:

§  Risk Mitigation: Non-functional requirements §  Benefits: Functional requirements

§ One objective can have both types! ©2010, International Institute of Business Analysis. All rights reserved.

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Page 16: Useful Business Objectives and the Agile BA - Agile Alliance · PDF filePART 1 OBJECTIVES AND THEIR PURPOSE Orientation What are Objectives? What are they for? How do we use them?

Attributes of an Indicator § Summary of Attributes § Statement of Indicator § Timeline § Unique Identifier §  Indicator Type § Measure

©2010, International Institute of Business Analysis. All rights reserved.

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Page 17: Useful Business Objectives and the Agile BA - Agile Alliance · PDF filePART 1 OBJECTIVES AND THEIR PURPOSE Orientation What are Objectives? What are they for? How do we use them?

Attributes of an Indicator § Statement of Indicator

§  What you are measuring, why you care about this measure, how the measure will be used

§ Timeline §  When the organization will measure value

delivered § Unique Identifier

§  Reports and other functionality are often driven from these measures

©2010, International Institute of Business Analysis. All rights reserved.

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Page 18: Useful Business Objectives and the Agile BA - Agile Alliance · PDF filePART 1 OBJECTIVES AND THEIR PURPOSE Orientation What are Objectives? What are they for? How do we use them?

Attributes of an Indicator §  Indicator Type

§  Key Performance Indicator (KPI) • Target range for success

§  Leading Indicator • Predicts that you will – or won’t – reach your target

§  Lagging Indicator • Reports that you did – or did not – reach your target (not usually

seen in business; often used in economics)

§ Measure §  Scale used to assess the delivery of risk

mitigation or benefit ©2010, International Institute of Business Analysis. All rights reserved.

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Page 19: Useful Business Objectives and the Agile BA - Agile Alliance · PDF filePART 1 OBJECTIVES AND THEIR PURPOSE Orientation What are Objectives? What are they for? How do we use them?

Act 1. Develop Objectives 40

§ Using these attributes of objectives and indicators, define objectives for a problem, need or opportunity you are working on today.

©2010, International Institute of Business Analysis. All rights reserved.

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Page 20: Useful Business Objectives and the Agile BA - Agile Alliance · PDF filePART 1 OBJECTIVES AND THEIR PURPOSE Orientation What are Objectives? What are they for? How do we use them?

CONCLUSION AND DISCUSSION

©2010, International Institute of Business Analysis. All rights reserved.

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Page 21: Useful Business Objectives and the Agile BA - Agile Alliance · PDF filePART 1 OBJECTIVES AND THEIR PURPOSE Orientation What are Objectives? What are they for? How do we use them?

Putting it All Together § Eliminate Scope Creep and Bad Cuts §  Not enough time/money/resources? Too many

features of questionable value? Change requests flying in? §  When changes are proposed or demanded, ask,

“Help me understand the way this impacts our objectives.”

§  Objectives define ‘in scope’ and ‘out of scope’ for you and your team.

§  Owners of objectives can make decisions that align to organizational needs.

©2010, International Institute of Business Analysis. All rights reserved.

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Page 22: Useful Business Objectives and the Agile BA - Agile Alliance · PDF filePART 1 OBJECTIVES AND THEIR PURPOSE Orientation What are Objectives? What are they for? How do we use them?

Making it Work § How does this apply to your ‘real’ work? § Are there common challenges to defining

objectives across all businesses? § Can you use your objectives to:

§  Simplify Conflict Resolution §  Manage Scope §  Prioritize by Value

§ What should change to help you and your business partners succeed?

©2010, International Institute of Business Analysis. All rights reserved.

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Page 23: Useful Business Objectives and the Agile BA - Agile Alliance · PDF filePART 1 OBJECTIVES AND THEIR PURPOSE Orientation What are Objectives? What are they for? How do we use them?

Its up to You! § Take control of the work you do – your

future is up to you § Do the right thing – effectiveness first

§  Define Business objectives to reflect the business imperatives

§ Do it right – efficiency will help you accomplish more with less §  Leverage best practices to manage scope

and change, decrease churn and increase value of what you deliver

©2010, International Institute of Business Analysis. All rights reserved.

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Page 24: Useful Business Objectives and the Agile BA - Agile Alliance · PDF filePART 1 OBJECTIVES AND THEIR PURPOSE Orientation What are Objectives? What are they for? How do we use them?

Learning Objectives 1.  Able to describe the benefits of business

analysis in terms that encourage decision makers to support your work.

2.  Able to define and use clear, complete objectives to encourage decision makers and project team members to focus on providing the best value to the business.

3.  Able to define and use a targeted approach to business analysis activities to build commitment and support for high value business analysis work.

©2010, International Institute of Business Analysis. All rights reserved.

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Page 25: Useful Business Objectives and the Agile BA - Agile Alliance · PDF filePART 1 OBJECTIVES AND THEIR PURPOSE Orientation What are Objectives? What are they for? How do we use them?

Start, Stop, Keep § From today’s session, what will you

§ Stop § Start § Continue?

§ Can be individual or organizational

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©2010, International Institute of Business Analysis. All rights reserved.

Page 26: Useful Business Objectives and the Agile BA - Agile Alliance · PDF filePART 1 OBJECTIVES AND THEIR PURPOSE Orientation What are Objectives? What are they for? How do we use them?

Contact Information

§ Julian Sammy [email protected]

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©2010, International Institute of Business Analysis. All rights reserved.

www.theiiba.org | [email protected] | community.theiiba.org


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