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TOPIC:
1. Elicitation and Collaboration
2. Prepare for Elicitation
3. Conduct Elicitation
4. Confirm Elicitation Results
5. Communicate Business Analysis Information
6. Manage Stakeholder Collaboration
7. Engaging Stakeholders in Elicitation and Collaboration
ASSESSMENT METHOD/S:
1. Discussion Questions
2. Multiple Choice Questions
3. Student Project Plan
REFERENCE/S:
International Institute of Business Analysis (IIBA). (2015) BABOK v3. A GUIDE
TO THE BUSINESS ANALYSIS BODY OF KNOWLEDGE®. International
Institute of Business Analysis, Toronto, Ontario, Canada.
Introduction
Requirements elicitation is one of the most challenging activities for business
analysis. Because the requirements serve as the foundation for the solution to
the business needs it is essential that the requirements be complete, clear,
correct, and consistent. Leveraging proven means to elicit requirements will help
meet these quality goals. Requirements elicitation involves identifying sources of
requirements, as well as identifying the methods to draw out requirements from
these sources. A crafty business analyst will ensure that the stakeholders
collaborate on the requirements and design, ensuring consistent scope is
maintained. This module will cover techniques for elicitation and collaboration
with your stakeholders.
At this stage stakeholders might not prioritize requests from the business
analyst, resulting in delays or insufficient information, resources, and attention
being provided to the BA.
Most initiatives bring change in ‘business as usual’, and impact the work of some
stakeholders. This change could mean a new working style, new tools, new
procedures, modifications in performance appraisals, or a new structure in the
department or team, and so forth. It could also mean growth in revenues, faster
delivery, or increased efficiency for the organization. If the stakeholders are not
aware of the magnitude of the change and the impact it will have on the
enterprise, they are most likely going to prioritize their ‘business as usual’ over
the BA’s requests; or even worse, consider these requests as an unnecessary
burden and become indifferent. This apathy is often due to stakeholders’ focus
on what they perceive as their primary responsibilities.
Resistance to Change
At the onset of the change initiative, there might be resistance from stakeholders
due to various reasons, such as:
People may fear that the change will result in job loss. Very often, the business
case for implementing a change is a reduction in headcount, automation, or
restructuring.
Change may also mean that people need to develop new skills or learn new
things. People may doubt if they will be able to develop themselves and
maintain the level of performance in the new system.
Established ways of work and the working environment are often very familiar
and comfortable. An initiative is almost always likely to change the established
ways and the environment. At times it is this discomfort, and at times it is lack
of justification for going for this change, which causes resistance.
There might have been communication from the organization about the initiative,
and to some extent, stakeholders might be aware of its importance and impact.
However, stakeholders might have a lack of clarity or insight into what their
responsibilities are in supporting and contributing to the change. As a result,
some stakeholders may perceive that they are in a supporting role and helping
the BA do their job rather than taking an active ownership role in the initiative.
In this case, stakeholders are likely going to diminish priority and degree of
contribution.
During the kick-off session, the BA could use a variety of tools to vividly portray
the picture of the initiative. Let us take an example to understand: a commercial
institute is thinking of introducing an e-learning platform to deliver courses to a
larger market and earn higher revenues. To illustrate the impact of this initiative,
the BA could present a road-map showing how the institute would grow rapidly
with this initiative. The BA could also show a prototype of the e-learning platform
to demonstrate how learning, student evaluation, enrollment, and certification
would change and how teachers, administrative staff, and student consultants
would be impacted.
If used appropriately, these tools would help the BA win hearts and souls of the
stakeholders in the kick-off sessions.
When stakeholders have the right picture of the initiative, they generally become
eager to know how the change will happen, whether and how their concerns will
be addressed, and how they can suggest or shape the solution. This is the right
time to set expectations and agreeing on roles.
Apart from these tools, and depending on the situation, the BA could also choose
to share certain or all output of Business Analysis Planning activities such as
Stakeholder Engagement Plan, Business Analysis Approach, Governance
Approach, and Information Management Approach.
With these tools and documents, it is possible to generate clarity and agreement
on roles and expectations from the stakeholders. Note that depending on the
scale of the initiative, these kick-off meetings could be done either once with all
stakeholder groups together, or separately with each stakeholder group.
Building Relationships
Should it be required to learn new technology, system, or develop new skills, the
BA could develop a comprehensive training plan and recommend to the
sponsors. Early and frequent communication to the impacted stakeholders
about the training plan and the timeline will help alleviate much of the fear of
uncertainty.
Highlighting the positive side of the change, the reasons and justification for
going for the change will help stakeholders embrace it willingly.
During elicitation and collaboration BAs may experience situations where key
stakeholders do not come to or show up late to meetings, they are preoccupied
and working on laptops or mobiles during the meetings, they do not participate
in meetings, or they derail the purpose of the meeting with off-topic
conversations. E-mails may get ignored and deliverables and commitments are
not met. These are all symptoms of a disengaged stakeholder.
Ever felt sleepy in a meeting or found it difficult with keeping track of what’s
being discussed? To be honest, yes we all have felt so sometimes, especially in
school classrooms. Why the example of a classroom here? Because it’s important
to realize that if you are not given a chance to act if you are forced to sit and
listen passively, most people cannot concentrate for more than 10 minutes. Yes,
no more than ten minutes. This is the prime reason why participants go blank
or start fiddling with their phones, pens, or papers and lose attention.
Can you imagine from the perspective of a stakeholder – let’s say an academic
manager in the example of the institute planning to implement e-learning
Bachelor of Science in Date Developed:
Accounting Information Bulacan Polytechnic June 2020
Page 13 of 18
System College Date Revised:
July 2020
SBA 313
Document No. Developed by:
Strategic Business Revision # 01
20-SBA 313 MD MORILLO
Analysis
solution given earlier – how difficult it can be to conceptualize ideas such as
solutions, features, requirements, software, systems, products? One of the
reasons stakeholders get lost in meetings (and eventually shy away from
meetings or workshops) is that they have a hard time imagining what kind of
solutions are being talked about or how a solution might work. While we BAs
might be very good at abstraction and conceptualization, the rest of the world
might not.
“What am I doing here?” or “Where are we going?” Sometimes people wonder why
they are present in this meeting at all. And sometimes they may know why they
are in the meeting, but have a hard time figuring out where things are going. In
any case, sooner or later they will give up and become passive.
Some Demotivators
The BA reminds you of some basic ground rules such as no side conversations
and no talking on cell phones. (Ground rules are double-edged swords, which
can be helpful yet must be wielded carefully.)
The BA has a list of topics to discuss and is desperate to finish it, not allowing
more than 10 minutes for each topic; and pushing you to stay on the topic
even when you realize some important concerns related to the current
discussion that will need elaboration.
The BA wants you to sign-off on a form at the end of the meeting whether you
had a chance to discuss all topics that you wanted to.
The BA doesn't listen to your ideas and tells (read ‘teaches’) you how the
solution should work. (That’s the worst of the demotivators).
Evaluate the work of others and presenting their own work are the two
activities that encourage stakeholders to do their best and increase
participation dramatically.
Divide participants into groups, and assigning each group a separate topic
such as listing requirements of one particular area of the solution will
strengthen team-spirit and foster good competition.
The following table shows just a few examples of tools that could be used to keep
stakeholders active:
Illustrations and visual aids generate greater clarity about topics being discussed
and help the audience to comprehend and manage a large amount of information
Several tools described earlier can be used as visual aids. For example, mind-
maps and process diagrams. These aids give stakeholders something to see and
visualize, and it makes it easier for them to think, conceptualize, and articulate
their opinion.
If possible, develop a working prototype and evolve it with each session. In each
session, a refined version of the prototype can be presented and stakeholders
can evaluate and give further requirements on new features or improvements.
By taking the following simple actions you can ensure stakeholders have a sense
of direction before and during the elicitation session/activities.
Prior to the sessions, clarify why a participant is necessary for the session and
what is the nature of their contributions.
The agenda of the session, expected outcome, and planned activities should be
agreed upon and communicated to all stakeholders well in advance.
Use strong facilitation skills and techniques to ensure the session goes as
planned. This can be done by reiterating the plan and agenda at the start of the
session, and occasionally (let’s say every 15 minutes or so) shedding light on
how far they have reached on the planned course.
At the end of the session, recapping what activities were completed and how
much had been achieved. This provides a sense of accomplishment to all
participants.
Following up with meeting minutes via e-mail can help to reinforce the current
position and future course in elicitation.
Avoid demotivators listed earlier at all costs. Instead, search for the reasons for
lack of participation and address them.
A long lapse of time between elicitation activity and request for confirmation of
results: this requires stakeholders to take time to recall.
Organize elicitation sessions in modules, so that requirements for one topic can
be elicited and confirmed without having to wait for other topics.
Choose the right approach (adaptive or reactive) depending on how fast and
how often business dynamics can change.
Some Tips to Help You Maintain a High Level of Engagement with Your
Stakeholders
Essentially almost all of the proposed solutions are focused on ways of effective
communication. Apart from the communication at the start of the initiative:
Meet key stakeholders informally often, have casual chats, show interest in
their issues, and listen.
Send regular news and updates on the implementation of the solution and
achievement of milestones.
These small acts are crucial in nurturing and strengthening the relationship with
stakeholders, which in turn will have a huge impact on their involvement.
In Summary