Professional Documents
Culture Documents
A Step-by-Step Guide to
Starting Your Next
Business Analysis Project
Alexandra Cordes
The First Bite – Alexandra Cordes
Disclaimer
The information contained in this guide is for informational purposes only. Any
advice that I give is my opinion based on my own experience and you should
always seek the advice of a professional before acting on something that I have
published or recommended.
Users of this guide are advised to do their own due diligence when it comes to
making decisions and all information provided should be independently verified
by your own qualified professionals. By reading this guide, you agree that my
company and myself are not responsible for the success or failure of your
decisions and activities relating to any information presented in this guide.
No part of this publication shall be reproduced, transmitted, or sold in whole or
in part in any form, without the prior written consent of the author. All
trademarks and registered trademarks appearing in this guide are the property
of their respective owners.
Acknowledgements
I would to thank Michelle Kandiliotis for her immeasurable support and editing of
this eBook.
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Table of Contents
What can this guide do for you? ........................................................................... 1
Step 1 – On the first day arrive with your questions ............................................. 2
Step 2 – Schedule the project kick-off meeting .................................................... 5
Step 3 – Start your desktop analysis .................................................................... 6
Step 4 – Write down as much as possible ............................................................ 7
Step 5 – Attend the kick off meeting ..................................................................... 8
Step 6 – Write the Business Analysis Approach ................................................ 12
Highly recommended career changing programs and resources ...................... 14
Thank You So Much! ........................................................................................... 14
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These are the questions I ask and the rationale behind asking them.
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I’ve compiled ten core questions that I ask in most of my projects along with my
rationale for asking them. These questions will provide a solid beginning. With each
question below, another question may arise, especially if you ask “Why”.
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7. What are the main issues and risks currently affecting the
business to achieve the required outcomes?
This question dominates the context. It relates to desired outcomes and
performance and how existing issues impact them. It also relates to trust (I never
mention the word trust in a meeting) and the relationships between all parties in a
system. An example of a trust issue is where a worker maintains parallel record in
a spreadsheet because the system contains data quality issues pertaining to
accuracy and reliability. For each issue stated, ask why to each reason given at
least four times to get to the root cause of the problem. Read more about root
cause analysis in the article “Why” is the How of Getting to the Root Cause of a
Problem – A Five Whys Example. If you don’t have time, set aside time to follow
up with this line of questioning. A root cause analysis will uncover important
details about the best approach going forward.
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10. What are the main factors that drive this project?
It’s important to identify the relevant business drivers that are aligned with the
business objectives. Another way of asking this question is: what do you consider
to be the main criteria for success? Examples of business drivers are:
• Increased retention of quality information for better decision-making.
• Reduced processing time enabling workers to focus on activities that add
value to business.
In addition to the above questions, it’s essential to ask “why” for each.
It’s important to ask “why” as much as possible to ensure that there are no
inefficiencies in the processes or to uncover something that was not obvious. Asking
"why" is not a very easy thing to do sometimes, but a business analyst must be
courageous enough to question things when there is a need.
So remember to ask “why”!
If you don’t have the opportunity to collect all of the information from the above
questions, ensure that you have the opportunity to follow up via email or phone calls.
At the end of the kick-off meeting I usually state that I’ll be writing up the meeting
notes and that I may have any further questions. I then ask if it would be okay for me
to call or email. Making a phone call is more effective than email. Emails are easily
ignored if your stakeholders are busy people.
Remember to write up the meeting minutes and distribute them to all meeting
participants so they have the opportunity review the outcomes.
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That’s it for now! After your approach document is approved you’re ready to
commence the work according to the plan you’ve created. You can find out more
about some of the major business analysis deliverables here.
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Be Prepared
Don’t waste stakeholder time. If you’re under prepared for a meeting or workshop it
will waste stakeholder’s time and undermine your credibility. It will be hard to get their
attention again, especially if they’re very busy.
Respond to Feedback
Don’t react and don’t take it personally. Listen to what people have to say and accept
their feedback with gratitude. If you think there’s a reason why their feedback cannot
be adopted, then calmly raise your concerns for open discussion.
Manage Expectations
Be impeccable with your word. If you say you’re going to do something on a certain
day, then do it. Otherwise communicate a new expectation before that time. People
will remember you more for good quality work over being a little late on delivery,
especially if you alert them to the changed schedule.
Ask Questions
Don’t make assumptions. Ask questions and clarify concepts to stay on course.
There’s nothing worse than going off on a time-wasting tangent because of an
assumption about what was required. Be brave and ask questions. Be patient and
ask questions!
Be Resourceful
Every project is a new experience, you’ll learn new things, and experience new
challenges. Do some research, ask questions, and meet with people or do whatever
you can to learn. Be adaptable to change and new experiences. And, most
importantly enjoy the experience!
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Thanks again, and I wish you great success with your next business analysis project!
Alexandra Cordes
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