Lessons Learned from Bhutan and Nepal: Part 2 – Process Thoughts about Digital Transformation
Written by Elizabeth Larson on . Posted in Articles. 1 Comment on Lessons Learned from Bhutan and Nepal: Part 2 – Process Thoughts about Digital Transformation
Written by Elizabeth Larson on . Posted in Articles. 1 Comment on Tyrion the Trusted Advisor: What Game of Thrones Teaches Us about Influencing Without Authority
I have always loved the Game of Thrones TV series.
And what has fascinated me the most is the treatment of the Trusted Advisor, beautifully portrayed by Peter Dinklage as Tyrion Lannister. Tyrion embodies important ingredients of a trusted advisor who influences decision-makers as we’ll see below (warning – some plot spoilers ahead)
To influence without authority, we need to establish trust, be prepared, and have courage
Simply put, it’s impossible to influence anyone who doesn’t trust us. In the Game of Thrones (GOT) trusted advisors are called Hands, probably because they are really the right-hand of the king or queen and it is a highly powerful position. Hands have the ear of the ruler, but if the ruler doesn’t trust the hand—watch out! In Season 1, for example, the Hand to King Robert Baratheon is Ned Stark, who reluctantly accepts the position. Although King Robert trusts him and accepts his advice, his queen does not. When the king dies, the queen and her ruthless son, behead him in a shocking warning of what happens to advisors who are not trusted.
Tyrion, on the other hand, is not initially trusted by anyone. However, throughout the series he works to establish trust by being prepared before giving any advice to his queen, Daenerys Targaryen, and by having an overabundance of courage. Early in the show Tyrion is an exhaustive reader, doing his homework and his advice, as Daenerys slowly realizes, is usually sound. When she follows his advice, it almost always works (I know fans, there are instances when Tyrion gets fooled). When she doesn’t listen to him, things don’t go well for her. For example, in the penultimate episode, Tyrion advises sparing the lives of innocents, but Daenerys rejects that advice, leading to her ultimate destruction. And as Hand, Tyrion shows unimaginable courage when he provides advice knowing that it’s unwanted, but also knowing it is absolutely the right course of action.
One more example of Tyrion’s courage. In the last episode of Season 8, Tyrion understands that he can no longer support a Queen who wants power so much that she is willing to do just about anything to get it. Although he knows that he will be arrested for “treason,” Tyrion cannot support such actions. In an act of defiance that he knows will condemn him to death by dragon fire, he deliberately resigns his post, taking off his Hand badge and throwing it away.
Our projects require us to build trust, to be prepared before giving advice to decision-makers, and to be courageous. In some organizations it takes a great deal of courage to be the bearer of bad news as when we need to provide accurate project status or when we point out risks. Although not as dire as in the GOT, it still takes courage to recommend the right thing for the organization. Not all decision-makers want to hear from us about why the organization should move in a new direction, or develop a new process, or build a long-term solution when the organization wants short-term fixes. What gives us courage, of course, is knowing what we’re talking about. It’s having the facts and the statistics to back up our recommendations. It’s being prepared. It’s also the ability to articulate and sell our recommendations. When our recommendations turn out to help our organizations, we, like Tyrion, gain credibility and build trust.
To influence without authority, we need to provide advice to the decision-makers, but not own the decisions.
In an episode a few seasons ago Tyrion gave Daenerys a piece of advice that she refused. Tyrion then says to another advisor, Lord Varys, that he, Tyrion, can give the queen his advice, but he can’t force her to take it. In Season 7 Tyrion advises against killing traitors with dragon fire. When she kills them anyway, Tyrion agonizes over what he could have done to stop her.
This is what we call the trusted advisor’s dilemma. We need to provide advice—good, sound advice backed up with facts, but we are not the decision-maker. We can point out risks and consequences, but we cannot make the decisions ourselves. We want to make our advice so sound that if we know the decision-makers are off course we can convince them of another course of action, but that is not always possible. The only thing we can do is to ensure that our recommendations are in the best interest of the organization and not promoting our own personal goals, even when our goals seem in conflict with the organization’s.
Years ago I was a manager in the unenviable position of having to eliminate an entire department. The department supervisor remained positive throughout, recommending shut-down and transfer processes. Somehow, he communicated the business need for the shut-down and his own optimism to the staff. In the end he was promoted and none of the staff lost their jobs.
Respect, authenticity, and empathy help us to influence without authority.
Throughout the 8 seasons of Game of Thrones, Tyrion experiences tremendous growth. He goes from being not much more than a selfish, heavy-drinking womanizer to a Hand who agonizes over the consequences of his advice, his conflicting loyalties, and giving advice that truly benefits the realm, rather than what’s best for him. He becomes a true friend, caring brother, and overall good guy. He shows respect for the would-be Queen, even when she makes terrible decisions. He demonstrates authenticity (we can see his pain), and empathy for his friends. By the end of the series Tyrion becomes perhaps the most influential character.
In our organizations we have a greater influence when our approach is respectful, authentic, and empathetic. Expertise alone does not create competency. Most people do not relate well to “know-it-alls,” and trying to showcase our expertise rarely builds credibility. We are most successful when we use our expertise to support the organization, rather than for personal gain or visibility.
To summarize, as trusted advisors we provide our advice, but we do not make decisions. We build trust in many ways, including establishing credibility by being prepared when we make recommendations, being respectful and empathetic when giving our advice, and by showing courage.
Written by Elizabeth Larson on . Posted in Articles. 1 Comment on 5 Killer Questions Types For Digital Transformation
A recent article concludes that for an organization to get the desired results from their digital initiatives,
such as data analytics, predictive analytics, machine learning, AI, etc., data scientists have to ask the right questions.[i] The article was written as a guide for data scientists to help them ask questions to get at the business decisions needed to be made when developing predictive models for these applications.
However, the article’s questions are stated in a way that might cause even the most informed business stakeholders to scratch their heads. If most decision-makers can’t answer them knowledgably, what can the organization do? Get BAs involved, of course! Having a BA participate in the question and answer sessions can alleviate a great deal of misunderstanding and help ensure success with digital projects.
This article imagines that for each of the 5 question types, there is a three-way conversation with a data scientist, a business decision-maker, and a BA. The questions the data scientist asks are from the article, which the BA rephrases to be more easily answered.
Data scientist to business stakeholder – First things first. What exactly do you want to find out with this digital effort?
Business stakeholder to data scientist – I’m trying to predict sales of a new product we’re thinking of launching.
Business analyst to business stakeholder:
I’m sure this project can help with that effort. But before we talk about specifics of the types of information you’re looking for, what is the business need for this effort? That is, what problems are you trying to solve? Let’s make sure this initiative, which is not going to be an easy undertaking, will address your need. Perhaps there is a quicker, less costly way to achieve your goals. And I have some related questions that will give us more context:
Data scientist to business stakeholder – Where will your data come from?
Business stakeholder to data scientist – I’m sorry, I don’t know the names of the specific databases. I thought I was here to make business decisions, not answer questions best answered by the IT folks.
Business analyst to business stakeholder – At this point we don’t need to know the names of the specific databases. What we mean by where the information will come from are things like:
Data scientist to business stakeholder – What data visualizations do you want us to choose?
Business stakeholder to data scientist – I’m sorry, I don’t understand what you mean. Do you mean like how I want to see the data? If so, I don’t know. What are the possibilities?
Business analyst to business stakeholder – There are a lot of tools that will take the data and interpret the results for you. They help you make sense of the tons of data you’ll be presented with. They can help you analyze data, point out anomalies, and send out alerts that you specify. They can be in the form of charts, dashboards, or whatever, but keep in mind that if they are hard to read, they will be meaningless to you. I can show you some examples and the pros and cons of such things as animation and use of images, but first let’s talk about the information itself.
Data scientist to business stakeholder – Which statistical analysis techniques do you want to apply?
Business stakeholder to data scientist – Well, statistics is not my strong suit. What are my choices?
Data scientist to business stakeholder – Regression, predictive, prescriptive, and cohort, and there are others, like descriptive, cluster.
Business stakeholder to data scientist – blank stare
Business analyst to business stakeholder – Maybe I can help here. These types of statistical analyses have a number of similarities. They include use of historical data, algorithms, models to train the machines, and business rules. Not to oversimplify and at a very high level, all predictive models make use of historical data and algorithms to predict future outcomes.
Here are questions based on examples of different outcomes using different statistical analysis:
So to answer the question we need to understand what you’re trying to accomplish. We’ll let her (nodding to the data scientist) figure out the most appropriate analysis method and tool.
Data scientist to business stakeholder – How can you create a data-driven culture?
Business stakeholder to data scientist – We already have a data-driven culture. Everyone in this organization understands how important data is to our ability to survive as an organization.
Business analyst to business stakeholder – This might be more complex than it first appears. In order to use historical data, which we need to do regardless of the chosen algorithms, it needs to be cleansed. Cleansing is needed to make the data predictive, and cleansing data takes lots of time and money. And it’s the last thing anyone wants to do. So I have some questions for you:
In sum, we’ve provided questions within 5 question types. However, to be effective, we BAs need to learn as much as we can about the digital world—about the world of digital transformation and what it means for the organization. We need to immerse ourselves in research and journal articles and think of how to make sense of it for our organizations. We need to think of digital projects from both the data scientist and business perspectives. And we can do that. After all, we’re BAs and that’s what we do best.
[i] Your Data Won’t Speak Unless You Ask It The Right Data Analysis Questions, By Sandra Durcevic in Data Analysis, Jan 8th 2019, https://www.datapine.com/blog/data-analysis-questions/
Written by Elizabeth Larson on . Posted in Articles. 1 Comment on You Gotta Have Heart! 4 Steps to Asking Great Questions
This past July I (Susan) was hospitalized for a heart condition. Looking back at this event, I found that my BA skills were useful in understanding the overall situation.
I was visiting my parents in my home town of Perham, MN when I was admitted to the hospital with chest pains. After a few tests at that hospital, I was transported to Fargo’s cardiac center for additional testing. I arrived late in the evening, but I had sufficient time to become “armed and dangerous.” I had been told I probably had a condition known as cardiomyopathy, but I had no idea what that was, despite having studied Latin for three years. Yes, I knew that cardio meant “heart,” but myopathy—what in the world was that?! As I waited for more tests, I logged on to my computer and looked up cardiomyopathy. I wanted to know what it was, why I had it, what the symptoms were, what my prognosis was, and what the options were for moving forward. By the time the cardiologists came back, I was armed with all my questions as well as multiple options for moving forward. Of course, my husband was shaking his head as I am going on the computer from my hospital bed to find the answers and preparing my questions instead of just waiting for the doctor. What can I say – once a BA, always a BA. So here is my challenge to you – are you a consummate BA? Do you have heart?
Given my situation, I wanted to know what I had, why I had it, what the symptoms where, how I had I contributed to its occurrence (because there is no history in my family of heart issues), what my prognosis was, the options for moving forward, and what the impact would be on my life going forward. So, I asked the nurses and cardiologists a ton of questions, such as how do you know it is cardiomyopathy? Could it be something else? What symptoms indicated that diagnosis? What test are you running? Why do I need those tests? And all the blood–why are you still drawing blood? Why are there multiple people drawing my blood for different tests and will there be any blood left for me?! Surely there could be an improved process somewhere where they could share the blood and not drain me dry ?!. I am sure I drove everyone crazy, but they were all wonderful about answering all my questions and I got the answers I needed so I could understand the situation.
As a BA, do you fully understand the problem the stakeholder is trying to solve? Do you want to know everything you can about a situation from both strategically and at detailed level? Do you know what the impact of the situation is on the organization and its employees? Do you ask enough questions to gain a thorough understanding of the situation, enough to be able to determine if the proposed solution will actually solve the problem? Do you ask the tough questions, the challenging questions, the probing questions, and do you have the courage to push hard when you don’t get the answers you need?
During my stint in the hospital, I not only researched my symptoms to see if it was an accurate diagnosis, but to get a better understanding of how I got this disease, which contributing factors led to my getting cardiomyopathy. I figured if I could identify the contributing factors, I could address those factors and figure out how to overcome them. Working with my cardiologists, we decided there were a combination of issues that caused the heart condition: stress, being overweight, not exercising enough, and not eating a healthy diet. Once I found out what some of the root causes of my condition were, I could plan to overcome those contributing factors.
As a BA do you know what caused the problem the organization wants to address? And importantly, do you understand why had it occurred? Do you identify the root cause of the issues? Unless you know what caused the problem, you have little chance of solving it.
I am always looking for options. Just like Captain Kirk (for all you Star Trek fans), “I don’t believe in the no win scenario”. I believe there are variety ways to solve problems. However, I also know it is sometimes difficult to do. There was a time when we went to a doctor, gave them our symptoms and waited for the prognosis and prescription. Now we partner with our healthcare providers. In my case, I worked with the cardiologists on the best, most practical options for moving forward. I did my research, asked my questions, and let them know my preferences. We explored such alternatives as losing weight, healthy eating, and more exercise.
Just like working with physicians on our health care, we need to be partners with our business stakeholders to help solve their problems. In the past, we would often wait to be assigned to a project which already had a solution. We would then take that solution and run with it, getting requirements for a solution that might or might not help the organization. It is our job as BAs to thoroughly understand the problem, and create viable solution options, and recommend the option that we think will best serve the organization.
The cardiologists said I needed to change my lifestyle by eating healthier foods, losing weight, and exercising more. I knew what losing weight looked like and could “test” that requirement by stepping on the scale, but what did they really mean when they said, “eat a healthy diet” and “exercise”. How would I know if I fulfilled those two requirements? How much exercise was needed? Beyond reducing my caloric intake, what did “healthy eating” mean? What did success look like? “Healthy eating” and “exercise” are examples of “ambiguous” requirements – words that mean different things to different people. I asked the cardiologists, what does eating healthy look like to you? They provided specific examples, like eliminating processed foods, eating lean meats, and eating 5 cups of vegetables per day. They also provided specifics for exercising– at least 30 minutes of a cardio exercise three times a week. With these types of specific goals, I was able to determine when I achieved them.
What does this mean for us? We need to have clear acceptance criteria for the requirements of our solution. Once we understand the problem to be addressed, develop options, and recommend a solution, we need to have stakeholders articulate requirements of the solution. We need to ensure that these requirements 1) are aligned with the problem, 2) will contribute to solving the problem, and 3) have acceptance criteria associated with them, so we know when we have achieved our goal. If not, there is a good chance the problem will not be solved.
Best wishes for a healthy and heart filled life. ?
Elizabeth Larson, PMP, CBAP, CSM, PMI-PBA is Co-Principal and CEO of Watermark Learning and has over 30 years of experience in project management and business analysis. Elizabeth’s speaking history includes repeat presentations for national and international conferences on five continents.
Elizabeth has co-authored five books on business analysis and certification preparation. She has also co-authored chapters published in four separate books. Elizabeth was a lead author on several standards including the PMBOK® Guide, BABOK® Guide, and PMI’s Business Analysis for Practitioners – A Practice Guide.
Dr. Susan Heidorn, BRMP, CBAP, PMP, CSM is the Director of Business Solutions for Watermark Learning in Minneapolis. Susan is an experienced consultant, facilitator, speaker, and trainer, with over 25 years of business experience. Susan directs programs in business analysis, business relationship management, and leadership, including developing and delivering courses and providing consulting. She has been a speaker at a number of IIBA® and PMI® conferences as well as local and regional organizations, boards, and private clients. She is a lifelong learner whose passion it is to guide people into achieving excellence in their personal and professional lives and works on creating positive impacts to the organization.
Written by Elizabeth Larson on . Posted in Articles.
Are you ready to pass the CBAP® and earn your CBAP certification?
Here are 7 tips to help you prepare for and pass the exam, based on conversations with people who recently took the CBAP exam and passed. Needless to say they do not include specifics about the exam itself, but will help you focus on what you need to know and do to pass the exam.
Good luck on your CBAP journey. And if you’ve taken the CBAP exam and have some additional advice, we’d love to hear it in the comments below!
Elizabeth Larson, PMP, CBAP, CSM, PMI-PBA is Co-Principal and CEO of Watermark Learning and has over 30 years of experience in project management and business analysis. Elizabeth’s speaking history includes repeat presentations for national and international conferences on five continents.
Elizabeth has co-authored five books on business analysis and certification preparation. She has also co-authored chapters published in four separate books. Elizabeth was a lead author on several standards including the PMBOK® Guide, BABOK® Guide, and PMI’s Business Analysis for Practitioners – A Practice Guide.
Dr. Susan Heidorn, BRMP, CBAP, PMP, CSM is the Director of Business Solutions for Watermark Learning in Minneapolis. Susan is an experienced consultant, facilitator, speaker, and trainer, with over 25 years of business experience. Susan directs programs in business analysis, business relationship management, and leadership, including developing and delivering courses and providing consulting. She has been a speaker at a number of IIBA® and PMI® conferences as well as local and regional organizations, boards, and private clients. She is a lifelong learner whose passion it is to guide people into achieving excellence in their personal and professional lives and works on creating positive impacts to the organization.
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