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Tag: Career

A Natural Born Manager

Everyone, it seems, wants to be recognized for their leadership abilities. ‘Leader’, ‘leading’ and ‘leadership’ are in vogue terms for CVs and professional social media profiles. Everywhere you look, there are books, articles, and presentations on the topic, and leadership courses abound. Indeed, being called a ‘natural born leader’ is considered a high compliment. But could this obsession with leadership be at the expense of other, possibly more important qualities?

This article will look at some of the characteristics associated with leadership and management, the role they play in defining and driving organizational change, and what they mean to business analysis.

Leadership vs. Management

The table below lists qualities often attributed to leaders and managers respectively.

You can find similar lists each lauding slightly different traits, but they all share the same sentiment – leadership is about inspiration, innovation, and change, while management is about structure, problem-solving and routine. For some, leadership is something an individual possesses innately – a natural tendency, as opposed to a skillset that can be learned and improved. Management, on the other hand, is usually viewed more as a skill set that is developed over time and with experience. But are they really that different? And can one set of qualities be used to accentuate the other?

Leadership and Management in Times of Change

For an organization undergoing transformational change, there is no denying leadership is important. Having a charismatic leader who can articulate a vision to a wide audience can make the change journey easier. But organizations do not need many leaders. For most organizations, a single, visionary leader may be enough. Indeed, having too many leaders may be detrimental to an organization, particularly if the leadership group is unable to agree on a single, coherent vision.


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Now consider how many managers are required to execute change. This question is far more problematic and influenced by many variables, such as the size, scale, and complexity of the change. However, two things are for certain:
  • Leadership does not guarantee change success. Indeed, leadership in the absence of management capabilities is unlikely to result in successful change.
  • Measures of change success are likely to draw on management qualities. A change is only successful if it can be embedded and maintained over time… or in other words, whether it results in a level of stability – a quality associated with management.

It is important to remember that leadership and management are not mutually exclusive. Indeed, good managers will often have leadership qualities, and good leaders certainly require management skills. In some instances, the distinction between leaders and managers may not be clear. Individuals may be required to move between roles depending on the situation, particularly in more agile or dynamic contexts.

Business Analysis: Leadership, or Management?

Business analysis is often at the forefront of efforts to translate the vision of leaders into maintainable solutions. As such, the good analysis may be confounded with leadership. Analysis that is produced through wide consultation succinctly describes the situation and context, considers different perspectives, and clearly communicates a solution may be able to achieve more in envisioning and driving change than anyone recognized as a ‘leader’. Yet, it would be wrong to diminish the contribution of an analyst’s management capabilities in the delivery of such analysis. A good analysis involves problem solving, persistence, and structure – all qualities associated with management. And should that analysis lead to the implementation of an innovative, proactive solution – Is that leadership? Or just a by-product of good management?

A range of techniques is available to assist Business Analysts in delivering quality analysis.  If we look at the available techniques, many of them epitomize management qualities. Take for example the 15 business analysis techniques in the Business Analysis Book of Knowledge (BABoK)2 that are sometimes considered the core techniques. Figure 1 shows these techniques on a Venn diagram based on whether they generally accentuate management or leadership qualities:

Figure 1: Core Techniques of the BABoK

This diagram shows the majority of these techniques on the management side of the Venn diagram as they involve analyzing and structuring information – qualities associated with management. There are some techniques that are more flexible and can be employed to promote innovation and experimentation – more traits associate with leadership, and others that can emphasize different qualities depending on the context. This is good news for Business Analysts who want to improve and expand their capabilities into different areas or contribute to an initiative in a different way – there is usually a technique that can help.

Of course, Business Analysts also require underlying competencies across a number of areas. The BABoK includes a whole set of competencies grouped under the heading Analytical Thinking and Problem Solving, which are qualities (as per Table 1) associated with management. However, the BABoK also lists creative thinking, adaptability, and even leadership and influencing as underlying business analysis competencies – qualities associated with leadership.

At the end of the day, even the most revered business analyst ‘leader’ is likely to extol management qualities over leadership qualities as that is the nature of the analysis. For example, any Business Analyst with a new, innovative, or interesting idea is likely to immediately start asking questions such as:

  • Is there a business need?
  • What is the impact of the change?
  • What does success look like?

…and, thus, immediately start analyzing and creating structure. In the end, we can’t get away from the fact that business analysis is focused on the delivery of viable solutions to problems. Therefore, while leadership qualities may be an asset to a Business Analyst, management capabilities are fundamental to business analysis.

Conclusion

The intention of this article is not to deride leadership qualities or diminish their value. Indeed, leadership skills are important, and I would encourage any Business Analyst to work on developing their leadership capabilities. However, focusing on leadership is not healthy. Over-emphasizing the importance of leadership can be at the expense of other qualities and detract from the core capabilities required to elicit and understand requirements, analyze solution options, drive change, and support sustainable services – things that are fundamental to business analysis.

I, for one, would consider it a compliment to be called a natural-born manager.

Resources:

  1. Capowski G., Anatomy of a leader: Where is the leader of tomorrow?, Management Review Vol. 83 Issue 3, 1994, p. 10-18.
  2. Business Analysis Book of Knowledge v3, Institute of Business Analysis, 2015.

Job Crafting for BAs

You don’t have to change roles or organizations to get more enjoyment and satisfaction from your work. There are many ways to make your current job work better for you.

Job Descriptions

The description of the BA role looks fairly similar from one organization to the next. Some ask for a bit of specialization, some are more technical, some are more strategic. Sometimes there are formal management responsibilities, sometimes informal support and mentoring. And yes, some organizations put in strange requirements and duties which make us wonder if they know what business analysis is… but, for the most part, it’s pretty standard. And yet, we all know that the practice of business analysis can be very different between organizations and roles. It is tempting to believe that it is purely the organization and culture which is causing these differences; in reality, the individual BAs often influence the role a great deal.

Job Crafting

Most organizations have many formal and informal ways that employees change or ‘craft’ their role. Including things like becoming a:

  • First aider
  • Mentor
  • Social organizer
  • Staff representative
  • Fire warden.

Most of the time people are either asked to volunteer for these roles or assume them by default, but these ‘optional extras’ often give them a feeling of purpose and wider contribution.
This is the essence of job crafting – looking for opportunities to gain or utilize skills in a way that gives pleasure or purpose. Maximizing the things you are good at and enjoy, minimizing those you don’t. The beauty of job crafting is that people enjoy and are good at different things, so no one is being disadvantaged by not carrying out their whole job description, or adding a few extra things in! And – allowing people to work in this way increases engagement, wellbeing, and productivity.

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Crafting Business Analysis

BAs often have a lot of autonomy; to apply the techniques we think are appropriate, to engage with different people, to create the outputs we believe will be suit the situation, and critically how we chose to frame the work we do.

Crafting the Process

The right business analysis approach differs from one assignment/project/product to the next. If we want to inject more creativity, we can do that. If we want more structure, we can do that too. We don’t have to stick in the narrow lane of business analysis consisting of only workshops and user stories. We can create outputs and diagrams which demonstrate the bigger picture, show how everything fits together, and offer value by creating a shared understanding. If you are interested in:

  • Creativity – use more visual methods
  • Variety – learn a new analysis technique and look for opportunities to use it
  • Re-use – create and promote templates
  • Challenge – ask for new opportunities and responsibilities

Crafting Relationships

Good relationships are what make good workplaces. BAs often know lots of people from many different departments and roles, as well as BAs in other organizations. It is possible to build meaningful working relationships, with people who bring out the best in us and motivate us. We can use different engagement methods, such as regular check-ins, newsletters, and surveys to build both engagement and relationships. If you are interested in:

  • Sharing knowledge – start or contribute to an internal community of practice or external conference
  • Developing others – offer to become a mentor or buddy for new employees
  • Learning from others – ask to do shadowing or meet for a regular coffee with someone knows about an area that you don’t
  • Socializing – create a book club/film club/special interest group at work

Crafting Purpose

The stories we tell ourselves are incredibly important for internal motivation. What brings you to work? How does your organization contribute to society or the economy? This is not limited to the public and third sectors. Financial services organizations allow people to buy homes, telecommunications companies connect families all over the world; making a profit does not preclude purpose. How does your role make people’s lives a little better? (whether they realize it or not). If you are interested in:

  • Helping people – consider how what your organization does to make a positive contribution, and how you play a part in that
  • Career development – be clear how the skills and experience you gain in this role is preparing you for the next step
  • A cause or issue – champion it through existing staff groups or start one
  • Fundraising – suggest a staff or team charity

Permission

Many of the ways to craft the BA role can be done with no consultation, permission, funding, or special training. A common reaction to job crafting is that “it wouldn’t be allowed in my organization” when the truth is, it is already happening, you just have to look for it.

Resentment

Going consistently ‘above and beyond’ should of course be recognized and rewarded by organizations, but sometimes it isn’t. Job crafting is not really about being noticed by others or seeking additional rewards. The motivation for job crafting should be that it will increase our job satisfaction, let us use or strengths and pursue our interests and improve our wellbeing. Once you start resenting your organization or boss, the main person impacted is you! Job crafting may not be enough to overcome it, but it’s worth a try.

Conclusion

BAs have many routes to crafting our roles available to us. By carefully considering the relationships we enjoy and want to invest in, by tailoring our approach to suit both the situation and our preferences, and by framing the contribution we make to our organizations and society, we can all be happier, healthier, and more effective business analysts.

Further reading: Rob Baker (2020) Personalization at Work: How HR Can Use Job Crafting to Drive Performance, Engagement, and Wellbeing

Mission Impossible: BYO Mentor

What is mentoring

Mentoring in Europe has existed as early as Ancient Greece. The word’s origin comes from Mentor, son of Alcimus in Homer’s Odyssey. Mentorship is the influence, guidance, or direction given by a mentor. Mentors have hands-on experience that their mentees can learn from, so that the mentees can gain proficiency. [1] Mentoring is like a professional relationship similar to an apprenticeship but without command and control.

Why mentoring is important

The IT industry is a fast-moving industry and it is extremely important for IT/project services professionals to keep their skills up to date. Technologies of today and tomorrow will always require you to learn new things. Regardless of what you want to learn, you want to know the best way to begin and a reliable way to track to completion. This is where mentoring can add value to your own process – it will give your learning process more certainty by providing trust, advice, support, and discipline. My own experience proved the benefits of mentoring. I have had 3 mentors. The first one advised me to widen up my eyes in terms of career path, rather than adhering to the shallow and limiting views of IT occupations. The second fast-tracked my learning of a new skill set. The third gave me a different lens to see sustainable productivity. They all played a very vital role in my career development and I truly appreciate their help and effort.
To give back to the community, I have also become a mentor through 3 different not-for-profit organizations in Australia. Thanks to their careful mentor-mentee matching processes, I have been able to advise my mentees with my stories of success and lessons, so that they feel well informed in critical decision making.

BYO Mentor

Traditional mentorship requires 2 people to be involved: the mentor and the mentee. Due to different reasons, connecting yourself with a mentor may not be suitable for you. If that’s your situation, don’t give up: think bold: BYO Mentor (Be Your Own Mentor).
Is BYO Mentor a mission impossible? Absolutely not!
Actually, you know yourself better than anyone else. You have trust in yourself and you surely will support yourself. All you need is some methodology on structured advice, plus discipline.
Let’s find the answer together by looking at a real example of BYO Mentor lifecycle.

BYO Mentoring Discipline:

  • Be familiar with the concept of SMART goals prior to this session.
  • Allocate 60 mins (of uninterrupted time) for this session.

You need to know what you want to achieve by setting your goals. Your goal may be as simple as to master a new skill or understand new knowledge, which is straightforward, or as complex as to advance your career, e.g., by being appointed to a different position.

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Session 1 – Goal Setting

BYO Mentoring Advice: Big or small, you’d better follow the rule of thumb by writing down your goals in a SMART way.

The acronym SMART means your goal is:

  • Specific (Concisely state the expected outcomes)
  • Measurable (Make it both quantifiable and verifiable)
  • Achievable (Make it challenging but realistic or state if it is aspirational)
  • Relevant (Make it relevant to your long term objectives)
  • Time-bound (Be clear about the timeframe that it should be achieved by)

SMART goal example:

  • For a Business Analyst professional: I want to pass the IIBA CBAP exam by 30th November 2021.
    By following the above guideline, you should be able to get your own SMART goal. If you come up with more than one goal that’s fine, you just need to prioritize them and focus on the first one first.

Session 2 – Gap Analysis

BYO Mentoring Discipline:

  • Session 2 should start no later than 2 weeks after session 1 completion.
  • Determine the reliable industrial/official source of information, prior to the session.
  • Allocate 60 mins for this session, in the following sequence:
    a. 40 mins for Future State Analysis
    b. 10 mins for Current State Analysis
    c. 10 mins for Gap Identification

Future State Analysis:
Once you have specified your goal, do your own research on what it takes to achieve your goal.
BYO Mentoring Advice: Analyse industrial/official sources.
Want to become a Senior Business Analyst? Download 10 Position Descriptions from jobs websites. Want to pass the IIBA CBAP exam? Go to the IIBA website to understand the detailed process of certification. Put your research outcome into an Excel spreadsheet in the “future state” tab.

Current State Analysis:
Equally important, make sure you do a reality check on where you are at now.
BYO Mentoring Advice: Align your current state analysis to the future state analysis.
Have you got some of the essential experience for your dream job already? Have you met the eligibility criteria for your preferred exam? Put everything in the same Excel spreadsheet to the “current state” tab.

Gaps Identification:
Now that there is the “future state” (your goal) and the “current state” (what you already have), you are ready to identify the gaps.
BYO Mentoring Advice: Compare your future state v.s. current state, and work out the gaps.
Example: To Pass the IIBA CBAP Exam

  • Future State analysis:
    o Meet Exam Eligibility Criteria
    o BABOK Knowledge Study
    o Prepare for the Exam
    o Take and Pass the Exam
  • Current State analysis:
    o (✔) Met Exam Eligibility Criteria
  • Gaps Identification:
    o (X) Study BABOK Knowledge
    o (X) Prepare for the Exam
    o (X) Take and Pass the Exam

Session 3 – Action Plan

BYO Mentoring Discipline:

  • Session 3 should start no later than 2 weeks after session 2 completion.
  • Allocate 60 mins for this session, in the following sequence:
    a. 30 mins for Action Options Generation
    b. 15 mins for Options Comparison
    c. 15 mins for Decision Making and Due Date

With the gap analysis done, you are on track to create a customized action plan, which takes your availability and circumstances into account.

Action Options Generation:
Refer back to your gap analysis outcomes. Each gap identified should lead to relevant action options.
BYO Mentoring Advice: Action options can be generated by analyzing the industrial/official sources. Action options must add direct value to bridging the gaps you identified.
Example:

  • Gap: “Study BABOK Knowledge”
  • Action Options generated:
    o Join an IIBA Chapter hosted BABOK Study Group
    o Register a commercial education provider’s training course

Options Comparison:
Simply list the advantages and disadvantages of each action option. Bullet points will be sufficient.
BYO Mentoring Advice: If you don’t know how to compare action options, start with cost, time, and frequency.
Example:

Decision Making & Due Date:
Decide which action option you will go on with, and assign a challenging but realistic due date.

BYO Mentoring Advice: When choosing from different action options, as long as you pick a good option, that’s fine. There is no need to navigate to the very best option, as this will consume too much time.
Example:

  • If you prefer weekdays: choose “IIBA BABOK Study Group”. Join the next available group.
  • If you prefer the weekend: choose “Training Course”. Enroll in the next available course.

Session 4: Ongoing Inspection

You need to inspect your progress and track it to completion.
BYO Mentoring Discipline:

  • Remind yourself of your actions on a weekly basis
    a. Send delayed email to yourself
    b. Set up calendar appointments
    c. Ask your family or friend to check your progress

A lot of email tools/apps can support delayed emails. Send yourself delayed emails targeting key milestones in line with your action plan. Plus, you can add calendar appointments to remind yourself of key dates. If these are not enough, ask another person for help.

Continuous Improvement
Mentoring or BYO Mentor are meant for our continuous improvement. If you want to be a better self. Do something now. Remember If your circumstances changed, consider participating in a human-led mentoring program.