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12 Rules of Delegation for Business Analysts

Delegation is one of the most important skills. Business analyst team leaders and other technical professionals, managers, and executives all need to develop good delegation skills. There are many rules and techniques that help people to delegate. Good delegation saves money and time, builds people and team skills, grooms successors and motivates people, and leads to successful projects. Poor delegation sucks! Ask any employee. It causes frustration, demotivates and confuses people and teams. It is important to develop good delegation skills.

These 12 rules of delegation should help you out.

  1. Delegation is a two-way street. That’s right! Delegation is meant to develop you and the people you work with. Consider what you are delegating and why you are delegating it. Are you delegating to build people, get rid of work you don’t like to do or to create an effective team?
  2. To be a good delegator you need to let go. You can’t control everything so let go and trust the people you work with. Hand over those tasks to other people that are stopping you from reaching your full potential.
  3. Create a delegation plan. Use a delegation matrix that shows your people and the main task components and how you can develop your people and get the work done. This will help your people understand the expectations being set.
  4. Define the tasks that must be done. Make sure that the task can be delegated and is suitable to be delegated. Some things you have to do and others can be done by someone else. Be clear on what the task is and is not. People like clarity when being delegated to. So ensure you are clear. If you are not clear your people will not be and you will be disappointed. Worst, your people will feel like failures. Not cool!
  5. Select and assign the individual who should take on the task. Be clear on your reasons for delegating the task to that person. Be honest with yourself. Make sure you answer the question what are they going to get out of it and what are you going to get out of it? Think of it as listening to the radio station WII-FM (what’s in it for them). It’s a good motivator.
  6. Make sure you consider ability and training needs. The importance of the task may need to be defined. Can the people you’re considering do the task? Do they understand what needs to be done? If not, you can’t delegate it to them. If resources are an issue, sit your team down and move things around or develop a mentoring-support program that enables your people.
  7. Clearly explain the reason for the task or work that must be done. Discuss why the job is being delegated and how it fits into the scheme of things. Don’t be afraid to negotiate points that are discussed when appropriate. Don’t say it is because we are told to do it. For your people to own the task you must own the task. Reframe and rephrase it so you have ownership.
  8. State the required outcomes and results. Answer questions like what must be achieved, what the measurements will be, and clarify how you intend to decide that the job was successfully done.
  9. Be prepared to discuss the required resources with the individual and team. Common challenges arise with every person and team including people, location, time, equipment, materials and money. These are important concerns and should be discussed and solved creatively. However, sometimes it is simply as it must be done. Be prepared.
  10. Get agreement on timeline and deadlines. Include a status reporting feature to ensure things are getting done. When is the job to be done? What are the ongoing operational duties? What is the status report date and how is it due? Make sure you confirm an understanding of all the previous items. Ask for a summary in their words. Look for reassurance that the task can be done. Address any gaps and reinforce your belief in the individuals or teams work. They need to know you trust them.
  11. Remember the two way street, well it is most likely a multi-directional intersection. Look around and support and communicate. Speak to those people who need to know what is going on. Check your stakeholders list and make sure you inform them what the individuals’ or team’s responsibility is. Do not leave it up to the individual team member. Keep politics, the task profile and importance in mind.
  12. Provide and get feedback for team members. It is important that you let people know how they are doing and if they are achieving their aim. Don’t get into blame-storming. You must absorb the consequences of failure, create an environment where failure is an opportunity to learn and grow and pass on the credit for success. Pay it forward if you can.

Delegation used as a tool develops you and your people. The better you are at delegation the better the people around you and your teams will do. It is part of command skills and should be used to let go and trust in your people. The difference between success and failure is often a matter of letting go and delegating.

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Richard Lannon works with those people, organizations and enterprises that want to identify what’s important, establish direction and build business skills that will positively impact their bottom line. He can be reached at [email protected], 1-866-559-8126, www.braveworld.ca

Change Management; What Exactly is Buy-In?

When it comes to change management, the term ‘buy-in’ is tossed around the office like a baseball around the diamond in a pre-game warm-up. It is a term used to indicate the need to convince everyone to get on board the change train, as it is destined for great things. But I find this term funny, because it indicates the change has already been decided, the train is leaving and I better get on or…well stay behind. And then we wonder why there is resistance to change.

But what if change was not something that was imposed on people, but was something they themselves came up with?

So many times I have worked on a project where a decision is made at an executive level, and then announced to the business with a fancy PowerPoint slide show, a few bullets about what the benefits will bring, and the overall concluding message of “we are doing this regardless, so you better get on board”.  And then we wonder why there is resistance to the change. But the fact is, if you make the decision to change without first asking the people the change will affect most, chances are pretty good there will be a defensive and resistant reaction.

One example that comes to mind is a company that decided to reorganize the entire organization without telling the employees until a company wide meeting was called one morning. Employees shuffled in, took their seats and found staring back at them, a man dressed up in a bear costume and fireman’s helmet, there to put out the ‘fire’ (and make the PowerPoint presentation). Needless to say, the reaction from the employees was not a good one (and going into the many reasons why might just be another article all on its own). In the end the meeting was not a productive one and, in fact, put many employees on the defensive about their job security and their role within the company. Everyone left more confused than when they had  arrived, and nobody remembered any of the benefits listed within the PowerPoint presentation (but will probably remember the bear costume for life!).

But what happens if you skip the fancy PowerPoint slide show, and get the non-IT folk to come up with the idea in the first place? Would there still be resistance?

People have a tendency to want to own things – whether it be their house, car, yacht, or the job they perform on a day to day basis. Because to many people a job is a set of daily routines and procedures they have become accustomed to doing on a daily basis; and more than that, have become very good at.  To then introduce change into that daily routine without consulting or involving them, is the equivalent of stealing their car from their driveway and trading it in for something new, without asking them. Now some people might be happy with a new car, but many people would resist the new car and want their old one back. Maybe they wouldn’t like the colour because they didn’t pick it, or maybe they didn’t really want the upgrade to a sunroof because they once had a bad experience sticking their heads through one. Maybe they just did not like the fact that the decision to get a new car was not theirs. And there is no difference with change in the workplace.  If you just suddenly take something away from somebody and replace it with something that you may think is better, you can almost be guaranteed they will find something wrong with it, and NOT think it better.

So then, how should change be introduced?

How about driving the change from a lower level? With so many change initiatives coming from the top of an organization, you constantly have a top-down channel of communication, which often puts those on the bottom on the defensive. How many times have we heard in reaction to a change: “Why do we need that? What is wrong with the way I do my job now?’ But what if what if those who would be most affected by the change were approached at the start and asked things like:

  • So what currently holds you up in your job?
  • Is there anything you do now that is completely manual?
  • Is there anything in the current process that you think should be changed which might make it easier for you to do your job?
  • Would you like to be involved in looking at new software for what you do?

Would they then see it as change, or would they maybe see it as something they can own, or do, to improve their jobs?

To me, getting others in the business to see the issues, own the issues and then, because of it, want to be part of the solution is the key to incorporating change into a company. It is surprising how often people are willing to be a part of projects, if they are just given the chance to get in at the start. But to be just told they are on a project, which ultimately affects their job, is often times a setback right from the beginning.

There will always be those who think making the decision and then showing the fancy PowerPoint presentation with the benefits of the solution is the answer to introducing change. But to me, change should never have to be introduced to the business – it should be generated upwards from the business. Getting people to realize the problems themselves, and come up with the solution themselves, will almost always work because people take pride in what they own and want to make their ideas work. Because remember; there is very little difference between ‘change’ and being ‘creative’. The only difference lies in where the direction comes from. You tell somebody to do something and they cringe at ‘change’, but if you get them to come up with the idea themselves they are ‘creative’, and will take pride in being so.

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Kelly Burroughs is a Business Analyst/Project Manager for Halsall Associates, a professional services engineering company. She has several years experience in implementing larger scale technology changes into businesses, as both a business analyst and a project manager. She can be reached at [email protected].

User Stories – Large Misconceptions. Part 2.

In my last post I discussed two misconceptions related to user stories. First was the notion that user stories are static artifacts and the second was that they stand-alone in representing the nuance of requirements. Both of these views are false. In this month’s post, I want to wrap up with two more misconceptions. One is that only a customer surrogate or product owner can write them. The other is underestimating the power of the acceptance tests as a clarifying vehicle for the story.

Anyone on the Team Can (and Should) Create and Update User Stories!

I’ve seen the position of “only the product wner can write stories” taken time after time when I’m coaching agile teams. I’ll enter a Sprint Planning session and we’ll look at the Product Backlog. The team will complain about the backlog not being detailed enough or containing the ‘right’ set of stories. We’ll spend literally hours reviewing them and debating their intent until we run out of time in our time-box and need to reschedule the planning session.

Inevitably these teams point to the Product Owner as being the problem-complaining that they were not prepared.

As an agile coach I always challenge the entire team in these situations. It’s every team member’s responsibility and privilege to write and refine the stories on their product backlog. You see, user stories don’t simply capture ‘requirements’. Instead, they capture all work (let me repeat that) all work that will be undertaken by the team in order to meet the business’s expectations for the project.

Given this, it’s no wonder the product owner (or BA) can’t fill in a complete set of stories. Nor do they have the functional expertise that the team has in areas of software analysis and design, or development, or testing, or converging a product for customer use.

The user stories must be truly owned by the entire agile team. Sure, the product owner will probably spend significant time writing, refining, and ordering them. But consider that to be simply a “seeding pattern”. The stories aren’t truly complete until the team has iteratively refined them together. In Scrum and oft used term for this is – Grooming the Backlog. This is where the team gathers, either as a group or individually, and refines the stories encompassing the backlog.

Underestimating the Power of Acceptance Tests

Much of the focus of writing user stories is on the story-side or behavior-side of the card. Often there is little to no investment in developing acceptance tests (Confirmations) that are placed on the back of the card.

Why is that? My view is that defining test cases is hard for most teams to grasp. It’s sort of an afterthought and not everyone gets the intent or power of acceptance tests. I consider them more important than the user story description, and here are some helpful ways to view them:

  • Consider them mini-UAT tests at a story or feature level
  • They confirm Sprint Done-Ness from the perspective of the customer and the tester
  • They enable testers and BAs on the team to quantify key conditions that the software must meet
  • They drive the design and capability of the software; consider them defining the business logic for a story
  • They are a collaboration driver between developer(s), tester(s), BA(s), and product owner
  • They are either working or not; there is no in-between

There’s quite a bit of debate surrounding how many acceptance tests should be defined for each story. Certainly, they are not intended to exhaustively test the story-so they are not a complete list of test cases. I usually recommend somewhere between three and seven acceptance tests per story as determined by the team. One or two is certainly too few, and 25 clearly too many.

There is also debate surrounding how to phrase the acceptance tests. I’ve seen the following patterns for them across teams’ I’ve been coaching:

  • Verify that…”some behavior”
  • Confirm that…”again some behavior”
  • If I do this…this results
  • Under these preconditions, confirm that…”some behavior”

What’s important here, truly important, is not the phrasing, but that you define and confirm acceptance tests on a story by story basis. It drives quality collaboration and quality results within your agile teams.

Wrapping up – I hope I’ve clarified these four misconceptions and ultimately improved your user story writing.

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Robert ‘Bob’ Galen is the President and Principal Consultant of RGCG, L.L.C. Bob has held director, manager and contributor level positions in both software development and quality assurance organizations. He has over 25 years of experience working across a wide variety of software technology and product domains. Bob can be reached at [email protected].

The Business Analyst’s Requirements Meeting from Hell!

Secrets to Managing the Difficult Personalities in Your Meetings

Business Analyst Sherry Martin couldn’t stop thinking about her last team meeting as she walked down the hall towards her office. She’s leading a team charged with developing a requirements document for a hot new IT product, and things have not been going well. Slamming her office door behind her, she let out an exasperated scream and looked for something to punch! Her team was driving her absolutely crazy and she channeled Scarlett O’Hara as she proclaimed, “I will never run a meeting like that again!” Her problem in a nutshell boiled down to three really difficult personalities that continually recurred on her team. These personalities were indeed a cancer, not just infecting the team and its results but also spreading throughout the group and infecting individual team members as well.

Sherry needs an antidote… now!

Here’s a little help for Sherry…and for you! Let’s explore these common dysfunctional personalities and take a look at how to effectively manage them.

The Dominator

We’ve all experienced “the dominator” in one way or another. Some people tend to dominate discussion simply because they’re excited and over zealous. These can actually be valuable members of the team if we can find appropriate approaches to harness and manage all that positive energy. Unfortunately, most of us are more familiar with the other type of dominator – the overly aggressive, bullying personality that tramples on others’ comments and may attempt to hijack the meeting completely! Sometimes, these dominators are overly negative (“That’ll never work here!”), and other times they just won’t let anyone else get a word in edgewise. In either case, dominators can certainly sour not just the effectiveness of the meeting but also the morale of the team.

Techniques for Effectively Managing the Dominator

  • Thank the dominator for the feedback and ask for others’ input (e.g. “Steven, that’s an interesting idea. Let’s see if others have suggestions as well.”)
  • Reiterate the dominator’s comment, write it visibly for all to see, and then ask for other ideas to complete the list. (e.g. “Steven, it sounds like you’re recommending that we use these three vendors as our short list…is that correct? That’s a great suggestion. Let’s compile a list of several suggestions, then discuss them all. We’ll list your suggestion as “A” on the list. I’d like to get at least three other suggestions from the team. What do others think?”)
  • Instead of having the group respond to an issue verbally, ask them to take 2 minutes to jot down their idea, issue, or recommendations on a post it instead. Then ask each person to share one comment they wrote.
  • Suggest the group use the round robin technique (go around the room asking each person to share a comment) and start at the opposite end of the table from the dominator (e.g. “This is such an important issue that I want to be sure I’m getting everyone’s ideas. Let’s do a quick round robin starting with Jill…”)
  • Call on a few people you haven’t heard from (e.g. “Michael, what are your thoughts on this issue?”)
  • Take a break and solicit the dominator’s support offline (“Steven, you’ve brought up several key points. I’m hoping to get some of the other team members involved in the discussion to hear their ideas as well. Some members of the group are not as assertive, but I want to be sure we hear from them.”)
  • Break the group into pairs or triads and let them discuss an issue in those smaller groups before initiating a large group discussion
  • Gain agreement with your team to use a physical object (e.g. sponge football) to balance discussion. The person holding the football has the floor, and they must toss it to someone else once they make their point.

The Multi-Tasker

Increasingly, we’re seeing more and more multi-taskers in our meetings. Aptly named, they’re the ones whose attention constantly darts between the meeting leader and any number of other tantalizing distractions (e.g. PDA, laptop, reading material, etc.). Indeed, the multi-tasker is physically present but mentally elsewhere.

Techniques for Effectively Managing the Multi-Tasker

Bring the issue up to the group during first few meetings and decide as a group how you want to handle the technology distractions…options may include

  • Using a “technology drop box” at the front of the meeting room and agreeing to drop it in prior to meeting start
  • Limiting meeting time to one hour to ensure participants aren’t away for too long
  • Agreeing on 15 minute technology breaks every hour
  • Participants bring a buddy to “cover” for them in case they have to step out for a call

Use facilitation techniques that keep participants actively engaged

  • Round robin
  • Active questioning
  • Affinity diagramming
  • Sub team work
  • Dot voting
  • Use a circular or U shape room setup that allows you to easily walk around (and near) various participants quite easily
  • Agree upon a mild punishment for texting, emailing, etc. during the meeting. One group used a PDA jar and violators had to put in $5 per violation. (Money was later used for team lunches)

The Rambler

The rambler can seriously derail a meeting with their circuitous, protracted, rambling commentary. Oftentimes, the rambling strays into areas bearing little resemblance to the topic at hand. The rambler can not only significantly extend the length of a meeting but also completely alter the meeting content, thereby minimizing the team’s efficiency and effectiveness.

Techniques for Effectively Managing the Rambler

  • Have a printed agenda (on a flip chart or whiteboard) in the room. When conversation strays off topic, stand up and point to the specific agenda topic to refocus the group.
  • Include timings for each section of the agenda so you can more easily focus the group on the time allotted for each discussion point. Possibly ask someone on the team to provide a five minute warning before the scheduled end time for each section of the agenda.
  • Simply raise your hand and interrupt discussion to ask if the conversation is on topic and helping the group reach their goal for the meeting. (“Guys, allow me to step in for a moment to ask whether the vendor discussion is relevant for this particular section of the agenda?”)
  • Introduce the Parking Lot at the beginning of the meeting and announce that you’ll interrupt discussion to place any off-topic discussion points on the parking lot to help keep the group on track. (“Jill, I realize that you feel strongly about the inventory control issue, but I’m wondering if we should try to resolve that now or could we possibly place it in the parking lot?”) Review all parking lot items at the close of the meeting and assign action items for each.
  • Assign someone on the team to act as the “rambler police” (use a badge if appropriate). This person is responsible for raising their hand anytime the discussion veers off topic.
  • Consider using the ELMO technique. ELMO = “Everybody, Let’s Move On!” Whenever anyone in the group feels the group is rambling too much, they’re expected to pick up the ELMO doll in the center of the table.

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Dana Brownlee is President of Professionalism Matters, Inc. which operates www.meetinggenie.com, an online resource for meeting facilitation tips and instructional DVDs.

Cultural Intelligence – Do You Have It?

There are lots of different types of intelligence. Components can include such things as understanding, learning, use of language, creativity, emotional, and many others. This decade’s intelligence emphasis is cultural. Understanding different cultures is something I’ve always been interested in, but I’m not sure I always exhibited an abundance of cultural intelligence.

Years ago I lived in a South American country, far from my American home. When I first arrived, neighbors brought me welcoming treats ranging from a single mango to elaborate desserts in fancy dishes. After removing the treat, I would wash the plate and return it. Finally someone told me that it was rude to return an empty plate. The custom was to place a return treat on the clean plate. Completely unaware of this custom, I had unintentionally offended my kindly neighbors.

PMs and BAs usually understand that working with team members from different cultures presents unique challenges. Many of us completely oblivious to a particular custom, find that we have inadvertently offended someone on the team. I once managed a project that included several foreign team members working on the software development phase of a large project. I remember reacting with surprise when a team member told me that in her country she kissed her father-in-law’s feet whenever she greeted him. She explained that in her culture this was a sign of respect. This action, which seemed so different from anything I had ever experienced, was the norm for her.

On the same project, another developer rarely completed his assigned tasks on time. When I met with him in a conference room and asked about the missed deadlines, he refused to offer an explanation. During the meeting he appeared uncomfortable, but remained silent. I had mistakenly thought that team members would complete their assigned tasks. It never occurred to me that in some cultures work is completed based on relationships, not simply because the tasks appear on a Gantt chart. I later learned that the conference room meeting had been highly threatening to him, and that he was uncomfortable reporting to a woman.

Culture clashes can occur not just between people of different countries. As a manager I frequently noted what I called the “second company syndrome.” Candidates’ resumes often showed long tenure at the first company worked and a far shorter one at the second. When asked, candidates often said that they couldn’t get used to their new organizations. I heard things like the new organization had “too much process,” or “things were so chaotic,” or “they’re so unfriendly. No one goes out to lunch together,” or “everyone expects me to go out to lunch with them when I really want to eat at my desk and get some work done.”

There are even cultural clashes between business units within the same organization. I’ve worked in organizations where “users” clashed with IT and vice versa. In one organization I heard statements like “I’m surprised the elevator doesn’t automatically stop on the IT floor because of all the polyester worn there.” Or “those dumb users-they don’t know how to define their requirements.” I think it’s important to recognize that there are no “rights” or “wrongs.” Although we tend to view “our way as the right way,” we need to keep in mind that our ethnocentric perspectives can not only cause bad feelings, but can also hinder our ability to get the necessary work accomplished.

So what is ethnocentrism? It’s the “my way is the right way” attitude. It’s applying negative judgment to the way others live, work, and worship. We can recognize ethnocentrism when we hear phrases like, “How weird!” or “How can these people live like that! ” It’s feeling that one’s norms are superior to others.” “At my old company we used to write use cases” implies that writing use cases is the best way to discover and document requirements.” Or, “our systems were implemented almost without defects at my old company.” Or, “on my previous team we used to bring treats on Fridays. I don’t know what’s wrong with this new team-they never seem to want to have any fun.”

Related to ethnocentrism is culture shock, which is what happens to most of us when we live abroad for an extended period of time. The cultural differences become so overwhelming that we can become disoriented and distressed. We can’t wait to return home to what we view as “normal.” I believe that another team member experienced culture shock when she expressed surprise to learn that it is not uncommon for American parents to hug their children. She noted that Americans seemed so cold to her that she couldn’t image them expressing affection to one another.

I find it helpful to remember that new team members (from other countries, regions, organizations, or teams) may experience culture shock to a greater or lesser degree. They may miss their families, the camaraderie of previous teams, the HR policies of a previous company, or the weather, scenery, and customs of their home country. I have had team members experience culture shock on my team, but I didn’t always recognize it. I sometimes made the mistake of taking their distress personally. My tendency was to withdraw, when exactly the opposite was needed. However, I learned that rarely can we go wrong when we go out of our way to build relationships, listen, and offer support when working with team members from other cultures.

Don’t forget to leave your comments below


Elizabeth Larson, PMP, CBAP, CEO and Co-Principal of Watermark Learning (www.watermarklearning.com) has over 25 years of experience in business, project management, requirements analysis, business analysis and leadership. She has presented workshops, seminars, and presentations since 1996 to thousands of participants on three different continents. Elizabeth’s speaking history includes, PMI North American, EMEA, and Asia-Pacific Global Congresses, various chapters of PMI, and ProjectWorld and Business Analyst World. Elizabeth was the lead contributor to the PMBOK® Guide – Fourth Edition in the new Collect Requirements Section 5.1 and to the BABOK® Guide – 2.0 Chapter on Business Analysis Planning and Monitoring. Elizabeth has co-authored the CBAP Certification Study Guide and the Practitioner’s Guide to Requirements Planning, as well as industry articles that have been published worldwide. She can be reached at [email protected]