Strategy of BA ... Excellent Study

ATTACH THESE PAGES AFTER THE WORKBOOK FROM THE
IDENTIFY AND DEFINE THE PROBLEM COURSE
Provided courtesy of TheBAGuide.com

Conduct a Strategy Analysis – Worksheet B1
Directions: Fill in the blanks for the Conduct a Strategy Analysis process
The BA Guide’s Business Analysis Process
Conduct a Strategy Analysis Process

Directions: Fill in the definitions to the project terms
Key Project Terms
Project -
Scope -
Risk -
Constraint -
Stakeholder -

Directions: Fill in the explanations of the project team roles
Key Project Team Roles
Project Team -
Project Sponsor -
Project Manager -
Business Analyst -

Conduct a Strategy Analysis: Analyze Current State – Worksheet B4
Analyze Current State

The Basics
Goal:
When analyzing the current state, stay within the of the .

Analyze Current State: Review Business Needs
Goal:
Notes:

Analyze Current State: Perform an Organizational Assessment
Goal:
Culture: Structure:

Directions: Fill in the blanks
Analyze Current State: Understand Capabilities
Three organizational factors that influence capabilities are:
Capabilities:
We are good at generating ideas that make an impact
We excel at doing something new
We work well across boundaries to ensure efficiency and leverage
We ensure employees and customers have positive and consistent images of, and experiences in, our organization
We are good at managing costs
We have leaders embedded throughout the organization
We get high performance from employees
We build enduring relationships of trust with our customers
We make important changes rapidly
We articulate and share our strategic point of view
We attract, motivate, and retain competent and committed people
Most organizations have to capabilities that help to set them apart from their competition.

Analyze Current State: Assess Policies
What are policies?
The best way to review policies is by conducting a .
Any Additional Notes:

Conduct a Strategy Analysis: Analyze Current State – Worksheet B9-1
Document Analysis Technique
Document Analysis has you analyzing documentation within the business.
Step 1:
Notes:
Step 2:
Notes:
Step 3:
Notes

Document Analysis Technique – Additional Notes
Notes:

Analyze Current State: Assess Processes
What are processes?
The best way to analyze and understand processes is by reviewing process .
Any Additional Notes:

Directions: Fill in the blanks and take notes on the base symbols of process flowcharts
Process Flowchart Technique: Basics
Start/End Symbol
Notes: Notes:
Notes: Notes:

Process Flowchart Technique: Swimlane & Notes
A swimlane flowchart has a pool which contains or more ,

that help to show who is for completing that step.
Process Flowchart Notes:

Analyze Current State: Technology, Infrastructure, & Business Architecture

Technology: Infrastructure:
Business Architecture:

Analyze Current State: External Influencers
External influencers are not part of the but do influence decisions that are made.
• = how other successful organizations in the industry are structured
• = organizations that have similar products and services
• = people who utilize the organization’s product or service
• = providers of goods, materials, or services
• = an authority that has the responsibility to set legally binding regulations
• = methods, systems, and devices which can be practically applied
Additional Notes:

Conduct a Strategy Analysis: Define Future State – Worksheet B14
Define Future State

The Basics
Gather enough details to outline what looks like.
Goal:

Define Future State: Set Business Goals and Objectives
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__ Define Future State: Set Business Goals and Objectives
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Notes:
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__ Provided courtesy of TheBAGuide.com
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Define Future State: Define Solution Scope
What is solution scope?
Why is it important that we define it?

The best way to define solution scope is with .
Process
People
Technology
Additionally, items should also be identified and tracked.

Verifying the Solution Scope:
Define Future State: Identify Constraints
Constraints:

Define Future State: Define Changes to the Organization
Organizational structure and culture:
Capabilities:
Policies and process:
Technology and infrastructure:
Internal assets:

Define Future State: Identify Assumptions
An assumption is something that is taken for without any .
Steps to combat the negative effects of assumptions:

1.
Notes
2.
Notes
Define Future State: Validate Potential Value
Validate potential value:

Conduct a Strategy Analysis: Assess Risks – Worksheet B21
Assess Risks
The Basics
Undesirable consequences of internal and external forces on the enterprise

during a , or once in, the .
Steps to Assessing Risk:

1.
2.
3.
4.
5.
Assess Risks: Identify Risks

What: How:

Conduct a Strategy Analysis: Assess Risks – Worksheet B22-1
Brainstorming Technique
Brainstorming is intended to produce a lot of that can be further later.
Step 1:
Notes:
Step 2:
Notes:
Step 3:
Notes:

Brainstorming Technique
Notes:

Workshop Technique
Workshops bring together to collaborate on achieving a goal.
Step 1:
Notes:
Step 2:
Notes:
Step 3:
Notes:

Workshop Technique
Notes:

Assess Risks
Risk-adverse:
Risk neutral:
Risk-seeking:

Assess Risks
Notes:

Conduct a Strategy Analysis: Determine a Strategy – Worksheet B25
Determine a Strategy
The Basics
Define and assess possible approaches to the change and an approach.
Elements to Determine a Change Strategy:

1.
2.
3.
4.
Determine a Strategy: Review Solution Scope

Notes:

Determine a Strategy: Gap Analysis
Steps to Perform a Gap Analysis:

1.
2.
3.
Determine a Strategy: Identify Viable Options
Best ways to identify options:

Determine a Strategy: Analyze Options
Conduct a feasibility analysis:
Ensure within solution scope:
Can meet business goals:

Determine a Strategy: Analyze Options
Complete a Cost-benefit analysis:

Determine a Strategy: Make a Recommendation

Techniques and tools to determine a recommendation:
Determine a Strategy: Define Transition States and Releases
Steps to Define Transition States and Releases:

• Choose a
• Create a tentative project
• Define a transition and plan

Determine a Strategy: Choose Methodology

Waterfall:
Iterative:
Agile:

Determine a Strategy: Choose Methodology

Notes:
Be sure to download the methodology breakdown comparison PDF

Determine a Strategy: Define Transition and Release Plan

Notes:

Conduct a Strategy Analysis: Create a Business Case – Worksheet B33
Create a Business Case

The Basics
Provides and for investing in a project .
Adaptive Business Case

Notes:

Predictive Business Case

Notes:

Verifying a Business Case






Presenting a Business Case

Notes:

Business Analysis Process Series
CONGRATS ON COMPLETING THE

CONDUCT A STRATEGY ANALYSIS COURSE!
Find more courses in this Business Analysis Process Series at:

www.thebaguide.com/baprocessseries

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ATTACH THESE PAGES AFTER THE WORKBOOK FROM THE

IDENTIFY AND DEFINE THE PROBLEM COURSE

Provided courtesy of TheBAGuide.com

The BA Guide’s Business Analysis Process

Conduct a Strategy Analysis Process

Provided courtesy of TheBAGuide.com

Key Project Terms

Provided courtesy of TheBAGuide.com

Key Project Team Roles

Provided courtesy of TheBAGuide.com

Analyze Current State

When analyzing the current state, stay within the of the .

Provided courtesy of TheBAGuide.com

Analyze Current State: Review Business Needs

Provided courtesy of TheBAGuide.com

Analyze Current State: Perform an Organizational Assessment

Provided courtesy of TheBAGuide.com

Analyze Current State: Understand Capabilities

Three organizational factors that influence capabilities are:

We excel at doing something new

We work well across boundaries to ensure efficiency and leverage

We are good at managing costs

We have leaders embedded throughout the organization

We get high performance from employees

We build enduring relationships of trust with our customers

We make important changes rapidly

We articulate and share our strategic point of view

We attract, motivate, and retain competent and committed people

Provided courtesy of TheBAGuide.com

Analyze Current State: Assess Policies

What are policies?

The best way to review policies is by conducting a .

Any Additional Notes:

Provided courtesy of TheBAGuide.com

Document Analysis Technique

Document Analysis has you analyzing documentation within the business.

Provided courtesy of TheBAGuide.com

Document Analysis Technique – Additional Notes

Provided courtesy of TheBAGuide.com

Analyze Current State: Assess Processes

What are processes?

The best way to analyze and understand processes is by reviewing process .

Any Additional Notes:

Provided courtesy of TheBAGuide.com

Process Flowchart Technique: Basics

Provided courtesy of TheBAGuide.com

Process Flowchart Technique: Swimlane & Notes

A swimlane flowchart has a pool which contains or more ,

Process Flowchart Notes:

Provided courtesy of TheBAGuide.com

Analyze Current State: Technology, Infrastructure, & Business Architecture

Provided courtesy of TheBAGuide.com

Analyze Current State: External Influencers

• = how other successful organizations in the industry are structured

• = organizations that have similar products and services

• = people who utilize the organization’s product or service

• = providers of goods, materials, or services

• = an authority that has the responsibility to set legally binding regulations

• = methods, systems, and devices which can be practically applied

Provided courtesy of TheBAGuide.com

Define Future State

Gather enough details to outline what looks like.

Provided courtesy of TheBAGuide.com