Tuesday, 08 February 2011 13:30

Bad Business Analysts, Project Managers, and Relationships

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Larsons_Main_Feb8The "Bad" BA or PM. Is there such a thing, I wondered, when our editor asked for blogs on this subject? In giving it some thought it seemed to me that there may not be any bad business analysts (BAs) or project managers (PMs), but there certainly are some bad BA and PM practices. I've compiled a list of some of my favorites. As an aside, some of the worst BA/PM behavior occurs when the relationship between these two critical project roles struggles. In this blog I address bad BAs, bad PMs, and bad BA/PM relationships.


Bad Business Analysts

The "B-A-A-H-d BA". That's right. The BA who acts like a sheep. I've met many of them over the years. These are the BAs who lack courage. They do not see themselves as influencers, but rather as order-takers. They seem to forget that they are high-level management consultants who "recommend solutions that enable the organization to reach its goals." (BABOK® Guide Version 2.0, Introduction, Section 1.2).

These b-a-a-a-h-d BAs:

  • Answer "you want it, you got it," when given a solution. It may not occur to these BAs that when given a solution, it is necessary to find out what business problem is being solved or what business opportunity is being seized. These BAs may not know what questions to ask, or they might be afraid to ask the right questions. Either way, they tend to plow ahead with the requirements of the proposed solution without understanding the real business need. Not too long ago a client told me, "When the sponsor says they want something, who am I to question it?"
  • Bleat "Baaaah as they follow the pack. I have seen knowledgeable and experienced BAs go along with the business subject matter experts (SMEs) even when they are aware of business and technical impacts and dependencies. As above, they might not be comfortable asking questions or providing their insights and advice.

The "BAD idea BA" who thinks that all ideas presented are bad. We call these BAs initial rejecters. For these BAs, no idea has merit until it has been thoroughly analyzed. Do ideas need to be analyzed? Of course! Do risks need to be addressed? You betcha! But initial rejecters can be viewed as complainers who push back on all new ideas. Effective BAs, on the other hand, understand the importance of a positive, helpful, and non-combative attitude.

The "B-A-H-d Humbug BA" These are the BAs who listen politely to the business SMEs and then turn around and ignore them. I have actually heard one of them exclaim, "They don't know what they want, so I'll give them what I think is best for them." Another equally well-intentioned BA once told me "I have a lot of experience and know what's best for them. "

Bad Project Managers

When our editor asked for characteristics of a bad PM, I said to myself, "That'll be easy. As a PM, I've made every mistake in the book." Below is just a sampling of the mistakes I made as a BAD PM.

  1. Telling the business SMES "I'm sorry you can't have that feature or function. It's out of scope."
  2. Asking a business SME at the beginning of a requirements workshop, "What are you doing here?"
  3. Not nailing down the project objectives during Initiating.
  4. Because of a tight deadline, telling the developers that they needed to focus on project tasks rather than answering questions of and being mentors to members of other development teams.
  5. Hoping that a team conflict would go away and thus taking too long to resolve it.
  6. Not recognizing that we were in analysis paralysis until the sponsor blew up in total frustration.
  7. Letting methodology get in the way of providing good customer service.
  8. Omitting lessons learned and/or not spending the time to review lessons learned from past projects.
  9. Not communicating the team's accomplishments regularly to the powers that be so they could get the recognition they deserved.
  10. Not understanding the importance of team dynamics in project success.

Bad Business Analyst and Project Manager Relationships

There are some project professionals who when acting alone as a BA or as a PM are "good," but get them together and the project becomes a battlefield. These are the PMs and BAs who can't seem to work well together.  Here are some examples of "bad" BA/PM relationships. Most of these examples stem from each role not understanding the other, from not defining roles and responsibilities, and from not having an understanding of the work involved or the empathy for the difficulties of the other role.

  1. Both the PM and BA think it's their job to define the business need and project objectives.
  2. PMs who think that the BA plays a subordinate role on the project. They don't understand that for the project to succeed, it's best for the relationship to be peer-to-peer.
  3. PMs who think that the BA's job is nothing more than elicitation and documentation.
  4. PMs who think that it is their job to plan the business analysis work.
  5. PMs who micromanage the business analysis effort.
  6. BAs that confuse business analysis with project management.
  7. BAs who keep the PM out of the communication loop.
  8. BAs who promise new and changed features without discussing the project impacts with the PM.
  9. BAs that become aware of business risks and don't notify the PM.

These are just a sampling of bad BAs, bad PMs, and bad relationships.

Don't forget to leave your comments below.

Read 6265 times Last modified on Tuesday, 27 March 2012 13:46
Elizabeth Larson

Elizabeth Larson, PMP, CBAP, CEO of Watermark Learning.
With over 25 years of project management and business analysis experience, she has presented workshops, seminars, and training classes on 4 continents. Elizabeth is the content lead for Scope Management for the PMBOK® Guide 5th edition, was one of the lead contributors to the PMBOK® Guide 4th edition (Collect Requirements), and was the lead author for the Planning and Monitoring chapter of IIBA's BABOK® Guide v. 2.0.

Comments  

 
0 # Occasional Modernanalyst reader 2011-02-08 06:36
Well...that certainly calls for higher standards!
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0 # Kirstie 2011-02-08 07:46
I found this article really interesting. I had literaly just had a conversation with one of the PM's at my organisation about how we BA's should be with PM's working as peers, rather than subordiantes. Unfortunately our organisation also supports this belief.
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0 # Reader 2011-02-08 08:18
Well said.
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0 # Reader 2011-02-08 10:42
Very good sharing, many points are met in work.
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0 # Bobert 2011-02-08 12:02
Wow ... as a BA I am living #4 (PMs who think that it is their job to plan the business analysis work) and #5 (PMs who micromanage the business analysis effort) right now ... and it really is hell!
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0 # scotto 2011-02-08 12:47
There are bad PM, dumb ones who do not know how to use Excel or word.
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0 # CharleneM 2011-02-08 15:45
Love it! I only recently stopped being a Baaaaaahd BA. Although I do not consult as such, I now see myself in a consulting role and I am able to be more objective when the business asks for something. It's better for everyone when you ask the right questions :-)
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0 # Seo Keo 2011-02-08 16:49
The into part sounds somewhat good. But then... I am a bit confused about the list. The only item about relationships is #2. The reminder is just opinions. Relationships are build thru the hard work as PMs as BAs. They are not granted by default when you're assigned to a project. It would be better to talk about ways to create partnership between BAs and PMs in complex modern projects.
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0 # Pat Maher 2011-02-08 19:46
In my view, if there is not a measure of creative tension between the BA and the PM, one or both of them is not doing her job. A BA's value-add lies in a full and accurate understanding of the needs of the whole stakeholder group and the surfacing of all their issues including the inconvenient truths; a PM's value-add lies in actually delivering the project on time and within budget. It is almost inevitable that these objectives will clash at one point or another, but if the parties are able to handle the clash maturely, with the needs of the organisation uppermost in their minds, the clash/tension can be productive. I find the relationship is best when BOTH parties understand and respect the other's value-add. I don't appreciate PMs who think I exist in order to write specification documents, and by the same token I doubt if you will get the best out of a PM you have written off as a know-nothing. I have seen both BAs (myself included) and PMs who have grown considerably within their roles, becoming progressively more effective. One of the prerequisites of working successfully in a team is surely a genuine willingness to work together and a measure of investment in one another's growth rather than a default fault-finding stance?
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0 # Bennett M 2011-02-09 03:59
' When elephants fight, it is the grass that suffers. This ancient proverb of the Kikuyu people, a tribal group in Kenya, Africa, is as true today as when the words were first spoken, perhaps thousands of years ago. Its essence is simplicity—when the large fight, it is the small who suffer most ' I agree with Pat Maher that there is some natural tension/disagre ement/conflict between the PM and BA as the project goes thru it's various trials and tribulations; however if this degenerates into a poisoned atmosphere, then it is the project and team that will suffer.
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0 # Roeland 2011-02-10 12:37
It's the first time I'm working in an organization where the PM and the BA are peers on equal footing and I have to say it's just the best thing. The mistake we often make is letting methodology get in the way.
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0 # Ed Adenikinju 2011-02-12 02:57
Great thoughts on the realities of the worse practices exhibited by BAs and PMs. It is extremely beneficial to see the common hurdles in one forum. Thank you for providing this.
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0 # Don 2011-02-14 04:13
Yes but scope does neet to be managed. What are your suggestions for negotiating an amicable solution?
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0 # Elizabeth Larson 2011-02-14 11:21
@Don I learned the hard way that there's a difference between managing scope (my job as a PM) and making scope decisions (sponsor’s). I learned to set expectations before the first inevitable request for change occurred by laying out 3 strategies in the scope management plan. And when a SME tried to put pressure on me or the BA to add to the scope, I learned to have the requester bring the change to the sponsor. I’d go as advisor to discuss impacts of the change. That process worked really well, but it was a long, painful time in the making. .
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0 # !!!! 2011-02-16 21:17
Thats very true...Since I am working as BA getting good experience.Anyo ne here can please suggest me how it will have impact on my profile in future/?Being a fresher & working as BA.but good part is im able to handle all responsibility very well.
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0 # Ailton Silva 2011-02-17 03:36
Excellent discussion. In my point of view, I believe there´s a way to reduce the BAD impact in these two roles: BA & PM. I do believe that BA activities listed in BABOK is similar (closer) to Escope Management in PMBOK. So, it´s a good ideia to make deal (I think it´s a good deal): BA is the responsable for escope management which includes Business Analysis activities and PM is responsable for the other PM areas. But they aren´t BA or PM. They area a Project Team.
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0 # Ailton Silva 2011-02-17 21:06
Please, ignore my comment above and consider this new one. The old comment has some english errors. I´m sorry. "Excellent discussion. In my point of view, I believe there´s a way to reduce the BAD impact in these two roles: BA & PM. I do believe that BA activities listed in BABOK are similar (closer) to Scope Management in PMBOK. So, it´s a good idea to make a deal (I think it´s a good deal): BA is the responsible for Scope Management which also includes Business Analysis activities and PM is responsable for the other PM areas. But they aren´t BA or PM. They are a The Project Team."
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0 # shaker 2011-02-26 21:10
Is the bad BA or bad PM only so because there is bad management who dont understand how a team delivering an IT project needs to function? And is it the BA or PMs fault for accepting the role (or pigeon hole) that management puts them in? This might be longer than a comment but hopefully you'll bear with me. I think the bit of background is important to the point (or issue) I'm trying to deal with. I've been in the industry for 25yrs and feel like and old dog looking for new tricks. This discussion fits right in with my recent thinking. After 20-odd years of everything from development to CIO I took on a role with the title of 'Senior BA' as a break from an intense 3 years as Programmer Manager for transformation in a Corporate org, It was meant to be a 6mth contract doing something simple but with clients I wanted to work with and after 4 years I'm still there. The role grew I think because I couldn't help myself. It started with 5 people and now there are 60. Almost every product that's been rolled out I've done or been involved in the business case, designed, advised the architects, developers, testers etc. There's often a queue at my desk,of people wanting to get my advise. But here's the thing, despite all of that achievement, I really believe that having the title of BA has diminshed my credibility, especially in the eyes of those who have joined the team in the last 12 months. I thought the title wasn't important because I am more of a consultant and 'trusted advisor' known to the 'C' team. Its obvious the 'industry' still believes and behaves as if BAs are important but not peers to any other professional in the team. Being experienced and not behaving like a 'BA' helps me because I dont back down when I know I'm right. 3 PMs and 2 BAs have been let go (and all I can say is you have my word that I did not instigate it) because they did not approve of me. Being in charge of the BAs (I was asked to take over when the BA team lead was moved on) I find it almost impossible to persuade many of the BAs that they are in fact the most important CONSULTANT in their team. That they are peers and not subordinate is something they fear to accept. They need to know more and be able to advise the PM, the techs, the business and bridge the gap in knowledge for all of them. Then I have architects - all types - who insist that BAs should not be involved in solution design and not even USE the word solution. 'BAs document requirements and should hand over after that...'. Pointing out the fact that what the BA provides the business users / stakeholders/ customers is the solution in their minds and that the technical realisation - code, patterns, etc - is somehting they dont ever see, just doesn't seem to penetrate. PMs seem to often treat BAs like people they can order around. I even had one PM using a BA as his secretary taking minutes, preparing agendas, sending out emails and memos. I sorted out the PM quick but it took weeks to change the BAs behaviour. Sol ution architects and developers treat BAs like 'documenter of requirements' who have no technical skills (ie BA work is not technical). Ma nagement treat BAs like they should be subordinate to PMs. Almost every project that has failed is because BAs are not taking charge of their role. I spend a fair bit of time supporting BAs and advising them on how deal with their team issues. I suppose the BAs only have themselves to blame. So, what does the BA profession do? I can think of lots of things but as this has turned into an essay I'll stop here. If anyone thinks this is useful 'tell the blog' and I'd love to discuss it more.
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0 # Karen Favazza Spencer 2011-03-04 04:47
I especially agree with the recognition that BA & PM are peers and both in leadership roles. I've been often encouraged to get my PMP from colleagues who recognize my leadership but seem to feel that with the "BA" title, I'm actually subordinate. I tell them that I am not interested because I prefer the BA focus. That said, I love the Scrum Master role. It eliminates a lot of the PM duties that leave me cold, and allows for a different kind of "elicitation" with the technical team. It also allows me to bring the testing focus to the forefront of, which is something I strove to do as a BA, but more on the sly as QA assistance involvement in the requirements phase was discouraged in the waterfall environment.
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0 # AreSeeJay 2011-03-08 02:05
@Shaker...My most recent experience as a Sr. BA fell right in line with your comments. However, In my instance I was pulled from the project because I lobbied hard to include the product owner on followup requirements elicitation, validation and early testing. Both the PM and the Sr. Solution Architect/Devel oper did not appreciate my comments, questions and concerns. Now I'm "once bitten, twice shy" so I dare not speak up/out or I will be labeled as a trouble maker or even get a pink slip and kicked to the curb.
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