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PMI PBA Business Analysis Practice Guide: Need Assessment

Posted: Thu Dec 11, 2014 6:46 am
by seema.sonkiya
Under this thread, I would like to share the flow of Need Assessment domain and that is based on Business Analysis Practice Guide released by PMI

Re: PMI PBA Business Analysis Practice Guide: Need Assessmen

Posted: Thu Dec 11, 2014 6:51 am
by seema.sonkiya
Key areas of Need Assessment:

1. Assess internal and external environment
2. Understand goals and objectives of organisation
3. Identify right problem to solve and right opportunity to grab
4. Assess Current Capability Gaps
5. Define Future Desired State
6. Identify Capability Gaps
7. Develop Business Case

Re: PMI PBA Business Analysis Practice Guide: Need Assessmen

Posted: Thu Dec 11, 2014 7:06 am
by seema.sonkiya
Steps to investigate problem to solve or opportunity to grab

Output of this investigation is approved situation statement

Flow of investigating problem or opportunity is attached:

Re: PMI PBA Business Analysis Practice Guide: Need Assessmen

Posted: Thu Dec 11, 2014 9:45 am
by seema.sonkiya
Now approved situation statement guides subsequent work for assessing Business Need and situation is analysed in detail

Approval process needs good facilitation, negotiation and decision making skills in Business Analyst.

Situation statement is analysed in greater detail to assess current state of organisation.
It includes:
1. Understand/Assess organisation Goals and Objectives
2. SWOT Analysis to translate organisation strategy into Business Need pertaining to specific situation
3. Relevant criterias from the goals and objectives are identified
4. Root cause analysis of situation is performed that prevent achievement of goals
5. Required capabilities needed to address situation are analysed
6. Assess current capabilities of the organisation
7. Now gaps in organisation capabilities are identified

Gap Analysis in current and actual capabilities is the key output

Re: PMI PBA Business Analysis Practice Guide: Need Assessmen

Posted: Thu Dec 11, 2014 10:37 am
by seema.sonkiya
To assess current state of the organisation:

The first step:

Assess organisational goals and objectives:

1. Business Analyst review business strategy documents to understand Industry, Markets, Competition, Products and Services available and potential products and services for the organisation

2. Goals and objectives within these documents serves input to business requirements (Higher level requirements in business case or project charter are aligned with these goals and objectives) for the project (once Business Case get approved)

3. Goals and objectives relevant to situation provides context & direction for change or solution

Note: if strategy documents are not available to Business Analyst in that case Business Analyst may interview key stakeholders to determine this information

Re: PMI PBA Business Analysis Practice Guide: Need Assessmen

Posted: Fri Dec 12, 2014 6:15 am
by seema.sonkiya
To assess current state of the organisation:

The Second step:

Review strategy documents to have relevant criteria’s
Situation statement translated in Business Need which is aligned with organisational goals and objectives and hence relevant.

Re: PMI PBA Business Analysis Practice Guide: Need Assessmen

Posted: Fri Dec 12, 2014 6:51 am
by seema.sonkiya
What next after getting relevant criteria?

Root Cause Analysis :-)

It is needed to have insight for the right problem to solve or right opportunity to grab and that is relevant to the organisational goals and objectives

Re: PMI PBA Business Analysis Practice Guide: Need Assessmen

Posted: Fri Dec 12, 2014 7:46 am
by seema.sonkiya
Root Cause Analysis break down problem to be solved in its root causes or opportunity contributors so as to adequately recommend a viable and appropriate solution.

See attached picture :-)

Re: PMI PBA Business Analysis Practice Guide: Need Assessmen

Posted: Fri Dec 12, 2014 11:48 am
by seema.sonkiya
Performing root cause analysis or Opportunity Analysis

Next step is to determine Required Capabilities Needed to Address the Situation

Tip: For Simple process improvement situations, it may only be necessary to recommend process changes without adding new capabilities or other resources.

Re: PMI PBA Business Analysis Practice Guide: Need Assessmen

Posted: Sat Dec 13, 2014 7:27 am
by seema.sonkiya
Now we need to understand required capabilities that are discovered by examining problems and associated root causes:

By the use of tools:
1. Capability Table
2. Affinity Diagrams &
3. Benchmarking

Re: PMI PBA Business Analysis Practice Guide: Need Assessmen

Posted: Sat Dec 13, 2014 7:30 am
by seema.sonkiya
At the same time, we also need to assess current available capabilities related to the situation:
By the use of tools:
1. Process Flows
2. Enterprise and Business Architecture
3. Capability Framework

Re: PMI PBA Business Analysis Practice Guide: Need Assessmen

Posted: Sat Dec 13, 2014 7:38 am
by seema.sonkiya
Now Gap analysis is performed to examine the two views of the system:
1. Desired view of capabilities
2. Current or actual view of capabilities

Project deliverable are identified to fill the gap as a result.

Now next step is to recommend options to address the Business Need using following steps:
1. Include a high level approach for adding capabilities
2. Provide alternative options for satisfying business need
3. Identifying constraints, assumptions and risks for each option
4. Assess feasibility & organisational impacts for each option
6. Recommend the most viable options
7. Cost Benefit Analysis for each recommended option

Re: PMI PBA Business Analysis Practice Guide: Need Assessmen

Posted: Sat Dec 13, 2014 7:41 am
by seema.sonkiya
1. Include a high level approach for adding capabilities

Re: PMI PBA Business Analysis Practice Guide: Need Assessmen

Posted: Sat Dec 13, 2014 7:42 am
by seema.sonkiya
2. Provide alternative options for satisfying business need

Re: PMI PBA Business Analysis Practice Guide: Need Assessmen

Posted: Sat Dec 13, 2014 7:44 am
by seema.sonkiya
3. Identifying constraints, assumptions and risks for each option

Re: PMI PBA Business Analysis Practice Guide: Need Assessmen

Posted: Sat Dec 13, 2014 7:45 am
by seema.sonkiya
4. Assess feasibility & organisational impacts for each option

Re: PMI PBA Business Analysis Practice Guide: Need Assessmen

Posted: Sat Dec 13, 2014 7:49 am
by seema.sonkiya
5. Recommend the most viable options

Re: PMI PBA Business Analysis Practice Guide: Need Assessmen

Posted: Sat Dec 13, 2014 7:50 am
by seema.sonkiya
6. Cost Benefit Analysis for each recommended option

Re: PMI PBA Business Analysis Practice Guide: Need Assessmen

Posted: Sat Dec 13, 2014 7:52 am
by seema.sonkiya
Finally Assemble the Business Case

Re: PMI PBA Business Analysis Practice Guide: Need Assessment

Posted: Fri Dec 02, 2016 5:29 am
by akanksha.ashar5
Seema, I must say this is excellently summarized for quick review! :)

Re: PMI PBA Business Analysis Practice Guide: Need Assessment

Posted: Fri Dec 02, 2016 5:55 am
by seema.sonkiya
Thanks Akanksha :-)