Monday, 11 July 2011 10:28

A Dressing Down for Business Analysts

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FEATUREJuly11BA: “They didn’t participate in my workshop. Again.”

Mentor: “You must be mortified.”

BA: “Seriously, they come up with these lame excuses: they don’t understand that computer stuff, they’re too busy, or they think it’s a waste of time. One even told me to just get it done and let him have a look when I’m finished. How must I fathom the requirements myself? And they call that idiot a professional.”

Mentor: “You sound like a stuck record. Every other week you stomp in here ranting about the users, the stakeholders, the so-called professionals who waste your time. You always blame everybody else.”

BA: “So now it’s my fault?”

Mentor: “When I was a green analyst I had the same problem. You know what I did?”

BA: “Hired Chuck Norris?”

Mentor: “I went back to basics – I started planning properly.”

BA: “Planning? First it’s my fault and now I did not plan! Well I did plan. I planned for all those morons to attendmy meeting this morning – I even bought muffins, for goodness’ sake – and none of them arrived. By the way – you want a muffin?”

Music to a BA’s ears

If I had 100 dollars for every time I heard a BA complain about the stakeholders not participating in  their meetings I would have – and I am not making this up – exactly 87 bazillion dollars and 50 cents. The big problem with people not participating in your meetings is that by the time you see a room full of empty seats it’s too late. The damage is done. You see, getting stakeholders to your meetings starts long before you even call a meeting.

In fact, it begins with a classic film: “The Sound of Music”. “When you read you begin with A, B, C. When you sing you begin with Do-Re-Mi.” And then you have the lines, “Doe, a deer, a female deer,” and so on. The point is that you begin at the beginning and the beginning of any BA project is planning.

So, as my fictitious friend asked earlier: What does planning have to do with putting people in the seats? For starters most BAs I come across don’t do enough, if any, planning, yet the Business Analyst Body of Knowledge (BABOK) clearly has an entire chapter devoted to it – Chapter 2 to be precise. Some of you may argue that you do plan. You create lists of stakeholders, you assign roles and responsibilities. But, on closer inspection, most BAs think that copying and pasting a list of stakeholders from some other project is a substitute for planning. It isn’t. There is no way around it. If you copied and pasted then you did not plan.

The list is important because it is the very first step the BA, that’s you, takes in understanding who does what, when, how, where and why. And if you don’t know that then you cannot convey any sense of understanding, relevance, or importance to the stakeholders. And without those only the soft-hearted will attend your meetings.

The BA communications plan describes how we will communicate with the stakeholders. Any stakeholders on the list that have an RACI “C” next to their name must become part of the elicitation process. Most often we will “C”onsult with them in a requirements workshop. We have to inform them of when we would like to “C”onsult with them and exactly what we will need from them.

It all makes perfectly good sense because you are ensuring that the right people are involved and that they know what is expected of them. The next thing you do is get their consent, their approval, because that leads to buy-in. You’ll need them to agree to what must be done, when it must be done, and who must perform each activity to gather all the requirements. There is also an implied contract that the BA needs those people to do their work for the sponsor and, if they don’t pitch, they are wasting the sponsor’s money. One way of getting that message across is through the content of the invitation to the workshop. Suggest that the participant’s involvement is crucial to the success of the project and that the sponsor is aware of this. If the sponsor has any organizational clout, it’s the added incentive stakeholders need to be there and be on time. In other words: wag the big stick.

The BA and the Paperwork

What you’ve done by ensuring only the right people attend the meeting is that nobody’s time is wasted. You don’t have people sitting around wondering why they never said a thing, never contributed to the proceedings. That quickly annoys people, particularly the busy ones These same people are the oneswho are important to the project at some point, if not right then. Having only the right people at meetings also makes the meetings move along more swiftly. Shorter meetings leave people more inclined to attend future sessions. More focused meetings with only the necessary people in attendance, also finish more quickly because everyone is driving to the same clear goal. So where do you find the required participants? You go back to your stakeholder list and communications plan, which should identify who should be present for the process under scrutiny and it’ll be correct because you didn’t just copy and paste.

The next item on your busy agenda is language. Imagine the conversation at the beginning of this story being between a BA speaking Russian and the mentor speaking Cantonese. They’re probably going to get things a little muddled and may even end up becoming frustrated with each other. By the same token you need to speak the language your stakeholders understand. If every other word you use is  jargon that only BAs understand, then your stakeholders will quickly get bored and start imagining the fantastic little getaway they’ve arranged for the weekend..

Context is king. Put the meeting in the context of your stakeholders so that they can understand the reasons why they are there in the first place: “I know you have customers and they place orders; tell me more about what you do when you receive a customer order.” It focuses the workshop immediately, the participants feel you understand what they do, and it shows you value their time enough to have done some groundwork.

If you do all of these suggestions,  through careful up-front planning to obtain a focused, contextualised outcome, then stakeholders will quickly feel appreciated and relevant and possibly even enthusiastic about your meetings. OK, maybe not always enthusiastic. But you will be able to imagine a completely different conversation to the one that opened this story.

I always say: If you can show business real value in what you do, then business will start to really value you.

Don't forget to leave your comments below.

Read 10372 times Last modified on Tuesday, 27 March 2012 13:46

Comments  

 
0 # Marcos Ferrer, CBAP 007 2011-07-12 08:01
BOK 1.6 listed "Sales" as a useful skill. Nobody loves meetings. If your "meeting product" is just like the "others", stakeholders are correct to stay away. One comment does not training achieve, but here is cheap advice, in rough order of impact: 1) Be excited about getting to know people - go to Dale Carnegie if you don't understand how to do this or why. Meet them (or speak with them) before you "need" them, offer up interesting tidbits about the kind of changes and opportunities and decisions the new project needs from its stakeholders. BE SPECIFIC about the kind of knowledge and input each particular person can bring. 2) Be excited about the project and what it can achieve for stakeholders 3 ) Don't walk in with a blank page and doughnuts - stakeholders can do that for themselves - Prepare EXCELLENT READABLE materials and/or diagrams for your meetings - don't make the stakeholders wade through "noisy" technical documents with too many issues and distractions. 4) Write at a sixth grade level FOR YOURSELF DUMMY, not for them - if you can explain it to your kid, it is possible that you actually really understand it yourself. 5) ABC - Always Be Closing - cultures vary - when I lived in Baltimore I got the distinct impression that an appointment that didn't get confirmed wasn't required. I learned to make appointments but to "check-in" 24 hours or less before the meeting was scheduled. Last, but not least (hence the number zero, back up to the top of the list from here!) 0) RUN A GREAT MEETING, MAYBE PEOPLE WILL TALK. Get a book and try what it says. You love great meetings, when they happen. The facilitator is strong, confident, and directive when need, but also kind and attentive and patient. Humor replaces tension at every opportunity. The purpose of the meeting is clear, and is reinforced by the facilitation. The pace is kept high, monologuing kept low, and all are invited to pitch in, repeatedly. Argument is replaced by brainstorming and group ranking of alternatives - once ranking is done, the group often agrees on SO MUCH that everyone is now eager to get to work!
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0 # karen colyn 2011-07-12 22:27
What and excellent article! Thanks for helping me understand the BA Industry a bit more clearly!!!
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-1 # Steve Savage 2011-07-13 00:11
I always here that it isn't the job of the BA to invent requirements... .. I disagree, I invent requirements all the time, then take them to the clients to rip apart. The quickest way to get the right answer is to state the wrong answer. This is how I never go in with a blank page. For the meat of the article, I agree planning is very important, I have never failed to get buy on from Subject Matter Experts and their management when I can walk them through a clear plan, and explain to them how each step of the analysis process will answer current questions, verify assumptions, address issues, and/or reduce risks to the project and what the project is intended to deliver. The key is being explicit on how the work that they will be doing will benefit them, or how it will benefit the organization, and that they are key to the success. Basically I find a good BA has to be a good Team Leader, and treat the stakeholders as part of their team.
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0 # Janie McDermott 2011-07-13 02:49
Great article; @Marcos and Steve: great follow up comments. My two cents: be prepared, have a good agenda, stick to your agenda, and stay in control of your meeting - but be gracious enough to capture and acknowledge the importance of contributions that are off-topic, for follow up if needed. In short, value your team, respect their time and their input.
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0 # Colin 2011-07-14 12:20
Nice article, in addition, my suggestion would be to involve the Project Manager throughout the requirements elicitation process. Initially the PM should work with the Project Sponsor to identify the key stakeholders. Insist on a project kick-off meeting attended by the key stakeholders, where the Project Sponsor explains why the project is important to the business and the PM explains why the attendees are important to the project. Make sure you have a slot in the meeting to introduce yourself and explain how you intend to work with the stakeholders (eg one-on-one meetings, small meetings, large workshops etc.), give them some idea of the timeframes and get their agreement / commitment. Acc epting meeting requests then not turning up (without a very good excuse) is unacceptable behaviour. If this happens I would make sure that the PM understands the situation and the implications. Good PMs have a project plan with delivery timeframes and dependencies, so they have a vested interest in stakeholders turning up for meetings and providing / validating / approving requirements. Also, I agree with Steve‘s comments – starting with a set of draft requirements distributed before the meeting is much more effective than starting a meeting with a blank whiteboard
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0 # Declan Chellar 2011-07-26 18:59
Excellent article and comments. I would add one tip on meeting invitations: when I issue an invitation, I always list the invitees within the body of the invitation, stating clearly why each one is invited and what is expected of them during the meeting. This sets the context at an individual level and also gives them the opportunity to decline if my expectations of them are mistaken. It also demonstrates courtesy and that I take their time seriously. Con versely, whenever I am invited to a meeting without an explanation as to why I am needed, I reply requesting that explanation. If I don't get it, or if I feel it is inadequate, I decline. Regar ds, Declan
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0 # Ted 2011-08-09 07:34
I love the quote in the article, "If you copied and pasted then you did not plan." I find way too often BA's attempting to re-use meeting material from another project. Although the basis of the gathering requirements may be similar, the approach with stakeholders differs even if the project is for the same company.
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0 # Barbara Carkenord 2011-08-10 10:18
Great article Robin - it is great to plan but if you don't communicate your plan, it is worthless. Stakeholders cannot read your mind!
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0 # Udit Chaudhuri 2011-08-13 21:21
Very pertinent. A trained BA has more than enough powerful tools in his handy-bag to destroy his effectiveness as also the confidence of those whose jobs he may be out to enrich. I have had to do take similiar approaches to proposing new machinery, energy-saving equipment and quality-control systems besides ERP software. It makes great sense to elicit information and views by consultation, taking people into confidence, possibly assigning them roles in the change process and holding focused discussions with the right sets of people before presenting a Now and Future scenario to the whole jing-bang lot.
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0 # Udit C 2011-08-13 21:28
One positive trend: Copy and Paste are vanishing from skill-sets sooner than you think! A study of students on selected campuses revealed that most use their cell-phone even to collect data from the Internet and that the usage of PCs, Netbooks and lap-tops is on the decline.
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0 # Rakesh Sharma 2011-09-06 17:21
I have had similar experience in my career. Soon I realized what's the benefit of having a confidence of Key Decision Maker. I request the Decision maker (generally a high authority in hierarchy) to send a mail on Meeting. This really helps and is been helping me for last many years. One definitely cannot ignore and will attend to the meeting as its been requested from the high order. Such important mails sent by the key person and having a good relationship with him surely helps to get your job done faster! Cheers !
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