Mastering Project Requirements

28
PMI ® , PMP ® , CAPM ® , PMBOK ® , PgMP SM , OPM3 ® are either marks or registered marks of Project Management Institute, Inc. The PMI R.E.P. logo is a registered mark of the Project Management Institute, Inc. BABOK ® , Business Analysis Body of Knowledge ® , IIBA ® , and the IIBA ® logo are registered trademarks owned by International Institute of Business Analysis. CBAP ® and the CBAP logo are registered certification marks owned by International Institute of Business Analysis. Certified Business Analysis Professional TM , EEP TM and the EEP logo are trademarks owned by International Institute of Business Analysis. The IIBA ® chapter logo, IIBA ® Associate Sponsor logo, IIBA ® Corporate Sponsor logo, IIBA ® Industry Sponsor logo, and IIBA ® member logo are logos owned by International Institute of Business Analysis. These trademarks are used with the express permission of International Institute of Business Analysis. Mastering the Project Requirements Michele Maritato, MBA, PMP, PMI-RMP, CBAP

description

This presentation show the importance of Business Analysis for projects. Describes the categories of requirements. Ans shows how to integrate the Babok Guide and the Pmbok Guide.

Transcript of Mastering Project Requirements

Page 1: Mastering Project Requirements

PMI®, PMP®, CAPM®, PMBOK®, PgMPSM, OPM3® are either marks or registered marks of Project Management Institute, Inc. The PMI R.E.P. logo is a registered mark of the Project Management Institute, Inc. BABOK®, Business Analysis Body of Knowledge®, IIBA®, and the IIBA® logo are registered trademarks owned by International Institute of Business Analysis. CBAP® and the CBAP logo are registered certification marks owned by International Institute of Business Analysis. Certified Business Analysis ProfessionalTM, EEPTM and the EEP logo are trademarks owned by International Institute of Business Analysis. The IIBA® chapter logo, IIBA® Associate Sponsor logo, IIBA® Corporate Sponsor logo, IIBA® Industry Sponsor logo, and IIBA® member logo are logos owned by International Institute of Business Analysis. These trademarks are used with the express permission of International Institute of Business Analysis.

Mastering the Project Requirements

Michele Maritato, MBA, PMP, PMI-RMP, CBAP

Page 2: Mastering Project Requirements

www.pm-progetti.it Ing. Michele Maritato, MBA, PMP®, PMI-RMP®, CBAP® [email protected] 2

Agenda

1. Project Management and Business Analysis:

the dynamic duo

2. Mastering the Project Requirements

3. Assessment

PMI®, PMP®, CAPM®, PMBOK®, PgMPSM, OPM3® are either marks or registered marks of Project Management Institute, Inc. The PMI R.E.P. logo is a registered mark of the Project Management Institute, Inc. BABOK®, Business Analysis Body of Knowledge®, IIBA®, and the IIBA® logo are registered trademarks owned by International Institute of Business Analysis. CBAP® and the CBAP logo are registered certification marks owned by International Institute of Business Analysis. Certified Business Analysis ProfessionalTM, EEPTM and the EEP logo are trademarks owned by International Institute of Business Analysis. The IIBA® chapter logo, IIBA® Associate Sponsor logo, IIBA® Corporate Sponsor logo, IIBA® Industry Sponsor logo, and IIBA® member logo are logos owned by International Institute of Business Analysis. These trademarks are used with the express permission of International Institute of Business Analysis.

Page 3: Mastering Project Requirements

www.pm-progetti.it Ing. Michele Maritato, MBA, PMP®, PMI-RMP®, CBAP® [email protected] 3

Agenda

1. Project Management and Business Analysis:

the dynamic duo

2. Mastering the Project Requirements

3. Assessment

PMI®, PMP®, CAPM®, PMBOK®, PgMPSM, OPM3® are either marks or registered marks of Project Management Institute, Inc. The PMI R.E.P. logo is a registered mark of the Project Management Institute, Inc. BABOK®, Business Analysis Body of Knowledge®, IIBA®, and the IIBA® logo are registered trademarks owned by International Institute of Business Analysis. CBAP® and the CBAP logo are registered certification marks owned by International Institute of Business Analysis. Certified Business Analysis ProfessionalTM, EEPTM and the EEP logo are trademarks owned by International Institute of Business Analysis. The IIBA® chapter logo, IIBA® Associate Sponsor logo, IIBA® Corporate Sponsor logo, IIBA® Industry Sponsor logo, and IIBA® member logo are logos owned by International Institute of Business Analysis. These trademarks are used with the express permission of International Institute of Business Analysis.

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PMI®, From: Building Professionalism in Project Management®

To: Making project management indispensable for business results®

Project Management & Business Analysis: the dynamic duo

Project Management & Business Analysis: the dynamic duo

Mastering theProject Requirements

Mastering theProject Requirements AssessmentAssessment

BUSINESS NEED

BUSINESS BENEFITS

CHANGE

SCOPE

DELIVERABLES

PROCESS

BUSINESSBUSINESS PROJECTPROJECT

Business and Projects

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www.pm-progetti.it Ing. Michele Maritato, MBA, PMP®, PMI-RMP®, CBAP® [email protected] 5

PMNetwork® - December 2012Are business users satisfied with IT Projects?

5% 3%

24% 15%

39% 32%

21% 27%

9% 20%

2% 3%

Stakeholders who refuse to

define what they want

end up with projects that are

doomed to failure or

experience at least

significant cost overruns,

which, for a project

manager, is the same thing.(Joseph L. Mayes, PMP, Universal American Corporation,

Lake May, Florida, USA)

IT Professionals Non-IT Professionals

Completely satisfied

Very satisfied

Moderately satisfied

Slightly satisfied

Not at all satisfied

Didn’t know

Project Management & Business Analysis: the dynamic duo

Project Management & Business Analysis: the dynamic duo

Mastering theProject Requirements

Mastering theProject Requirements AssessmentAssessment

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Source BABOK® Guide – Version 2.0

Project Management & Business Analysis: the dynamic duo

Project Management & Business Analysis: the dynamic duo

Mastering theProject Requirements

Mastering theProject Requirements AssessmentAssessment

What is Business Analysis?

Business Analysis is the set of tasks and techniques used to work as a liaison among stakeholders in order to understand the structure, policies, and operations of an organization, and to recommend solutions that enable the organization to achieve its goals

Liaison: With the business stakeholders With the implementation stakeholders

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“Any fool can know. The point is to understand.”

Albert Einstein

Project Management & Business Analysis: the dynamic duo

Project Management & Business Analysis: the dynamic duo

Mastering theProject Requirements

Mastering theProject Requirements AssessmentAssessment

Page 8: Mastering Project Requirements

www.pm-progetti.it Ing. Michele Maritato, MBA, PMP®, PMI-RMP®, CBAP® [email protected] 8

BU

SIN

ES

S A

NA

LYS

ISB

US

INE

SS

AN

ALY

SIS

PROJECT MANAGEMENTPROJECT MANAGEMENT

Project Management & Business Analysis: the dynamic duo

Project Management & Business Analysis: the dynamic duo

Mastering theProject Requirements

Mastering theProject Requirements AssessmentAssessment

Project Management and Business Analysis: the dynamic duo

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www.pm-progetti.it Ing. Michele Maritato, MBA, PMP®, PMI-RMP®, CBAP® [email protected] 9

Agenda

1. Project Management and Business Analysis:

the dynamic duo

2. Mastering the Project Requirements

3. Assessment

PMI®, PMP®, CAPM®, PMBOK®, PgMPSM, OPM3® are either marks or registered marks of Project Management Institute, Inc. The PMI R.E.P. logo is a registered mark of the Project Management Institute, Inc. BABOK®, Business Analysis Body of Knowledge®, IIBA®, and the IIBA® logo are registered trademarks owned by International Institute of Business Analysis. CBAP® and the CBAP logo are registered certification marks owned by International Institute of Business Analysis. Certified Business Analysis ProfessionalTM, EEPTM and the EEP logo are trademarks owned by International Institute of Business Analysis. The IIBA® chapter logo, IIBA® Associate Sponsor logo, IIBA® Corporate Sponsor logo, IIBA® Industry Sponsor logo, and IIBA® member logo are logos owned by International Institute of Business Analysis. These trademarks are used with the express permission of International Institute of Business Analysis.

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BUSINESSSTAKEHOLDER

SOLUTION

The classification of requirements (1)

+

I T O

+

TRANSITIONFORWARD TRACEABILITY

BACKWARD TRACEABILITY

Project Management & Business Analysis: the dynamic duo

Project Management & Business Analysis: the dynamic duo

Mastering theProject Requirements

Mastering theProject Requirements AssessmentAssessment

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The classification of requirements (2)

Project Management & Business Analysis: the dynamic duo

Project Management & Business Analysis: the dynamic duo

Mastering theProject Requirements

Mastering theProject Requirements

>> Business Req. <<

•Business Need•Project Objectives•Metrics to measure the success (Business Case)•…

>> Business Req. <<

•Business Need•Project Objectives•Metrics to measure the success (Business Case)•…

>> Stakeholder Req. <<

•Processes•Activities•Use Cases•…

>> Stakeholder Req. <<

•Processes•Activities•Use Cases•…

+

>> Solution Req. <<

•Input – Transformation – Output•Look and Feel•Usability and Humanity•Performance, Maintenance•…

>> Solution Req. <<

•Input – Transformation – Output•Look and Feel•Usability and Humanity•Performance, Maintenance•… I T O

+

>> Transition Req. <<

•Data Conversion•Training•Resources•…

>> Transition Req. <<

•Data Conversion•Training•Resources•…

AssessmentAssessmentIN

ITIA

TIN

GIN

ITIA

TIN

G

PL

AN

NIN

G,

EX

EC

UT

ING

, M

ON

IT.

& C

ON

TR

.P

LA

NN

ING

, E

XE

CU

TIN

G,

MO

NIT

. &

CO

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R.

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Mastering the project requirements (1)

1.Preparing

2.Eliciting

3.Analyzing

4.Approving

5.Managing

INITIATINGINITIATING INITIATINGINITIATING

PLANNINGPLANNING PLANNINGPLANNING

EXECUTINGEXECUTING

INITIATINGINITIATING

PLANNINGPLANNING

EXECUTINGEXECUTING

MON. & CONT.MON. & CONT.

INITIATINGINITIATING

PLANNINGPLANNING

EXECUTINGEXECUTING

MON. & CONT.MON. & CONT. MON. & CONT.MON. & CONT.

CLOSINGCLOSING

BUSINESS | STAKEHOLDER | SOLUTION | TRANSITION REQ.BUSINESS | STAKEHOLDER | SOLUTION | TRANSITION REQ.

Project Management & Business Analysis: the dynamic duo

Project Management & Business Analysis: the dynamic duo

Mastering theProject Requirements

Mastering theProject Requirements AssessmentAssessment

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1. Describing at high level the req. Management Approach (deliverables, tech., roles, etc.)

2. Identifying and analyzing the Stakeholders 3. Defining the requirements Deliverables

and plan the BA Activities4. Planning the BA Communication with the

stakeholders5. Establishing the procedures for Prioritizing,

Approving, Allocating, Managing changes to req.

1. Describing at high level the req. Management Approach (deliverables, tech., roles, etc.)

2. Identifying and analyzing the Stakeholders 3. Defining the requirements Deliverables

and plan the BA Activities4. Planning the BA Communication with the

stakeholders5. Establishing the procedures for Prioritizing,

Approving, Allocating, Managing changes to req.

INITIATINGINITIATING

PLANNINGPLANNING

BUSINESSBUSINESS

STAKEHOLDERSOLUTION

TRANSITION

STAKEHOLDERSOLUTION

TRANSITION

1.PREPARING

2.Eliciting

3.Analyzing

4.Approving

5.Managing

Project Management & Business Analysis: the dynamic duo

Project Management & Business Analysis: the dynamic duo

Mastering theProject Requirements

Mastering theProject Requirements AssessmentAssessment

Mastering the project requirements (2)

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www.pm-progetti.it Ing. Michele Maritato, MBA, PMP®, PMI-RMP®, CBAP® [email protected] 14

1.Preparing

2.ELICITING

1. Planning the elicitation process and preparing the material (based on techniq.)

2. Executing the elicitation, capturing all that is said

3. Distinguishing the Req. from the Non-req. (issues, risks, assumptions, constraints, etc.)

4. Confirming that the elicited req. match the stakeholders needs

1. Planning the elicitation process and preparing the material (based on techniq.)

2. Executing the elicitation, capturing all that is said

3. Distinguishing the Req. from the Non-req. (issues, risks, assumptions, constraints, etc.)

4. Confirming that the elicited req. match the stakeholders needs

3.Analyzing

4.Approving

5.Managing

INITIATINGINITIATING

PLANNINGPLANNING

BUSINESSBUSINESS

STAKEHOLDERSOLUTION

TRANSITION

STAKEHOLDERSOLUTION

TRANSITION

EXECUTINGEXECUTING

Project Management & Business Analysis: the dynamic duo

Project Management & Business Analysis: the dynamic duo

Mastering theProject Requirements

Mastering theProject Requirements AssessmentAssessment

Mastering the project requirements (3)

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Mastering the project requirements (4)

1. Prioritizing req., understand the Acceptance criteria’s

2. Modelling req. (Business, Stakeholder, Solution, Trans.)

3. Documenting Assumptions and Constraints

4. Verifying req. (quality control)5. Validating req. (delivery value to

the business)

1. Prioritizing req., understand the Acceptance criteria’s

2. Modelling req. (Business, Stakeholder, Solution, Trans.)

3. Documenting Assumptions and Constraints

4. Verifying req. (quality control)5. Validating req. (delivery value to

the business)

1.Preparing

2.Eliciting

3.ANALYZING

4.Approving

5.Managing

MON. & CONT.MON. & CONT.BUSINESS

STAKEHOLDERSOLUTION

TRANSITION

BUSINESSSTAKEHOLDER

SOLUTIONTRANSITION

PLANNINGPLANNING

STAKEHOLDERSOLUTION

TRANSITION

STAKEHOLDERSOLUTION

TRANSITION

EXECUTINGEXECUTING

INITIATINGINITIATING

BUSINESSBUSINESS

Project Management & Business Analysis: the dynamic duo

Project Management & Business Analysis: the dynamic duo

Mastering theProject Requirements

Mastering theProject Requirements AssessmentAssessment

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AssessCapability Gaps

DetermineSolution Approach

DefineSolution Scope

What is the business problem / opportunity?

What is the business problem / opportunity?

What capabilities do we need?

What capabilities do we need?

How do we want to fill the capab. gaps?

How do we want to fill the capab. gaps?

What are the solution components?

What are the solution components?

What are costs, benefits and risks?

What are costs, benefits and risks?

PROJE

CT

CHARTER

Source BABOK® Guide – Version 2.0

DefineBusiness Case

Define BusinessNeed

Modelling Business Requirements

Project Management & Business Analysis: the dynamic duo

Project Management & Business Analysis: the dynamic duo

Mastering theProject Requirements

Mastering theProject Requirements AssessmentAssessment

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Verifying and Validating Requirements

Verifying Req. To ensure that req.

meet the necessary standard of quality for Communication and Implementation

Validating Req. To ensure that

Solution and Transition req. are aligned with Business and Stakeholder req.

Project Management & Business Analysis: the dynamic duo

Project Management & Business Analysis: the dynamic duo

Mastering theProject Requirements

Mastering theProject Requirements AssessmentAssessment

Source BABOK® Guide – Version 2.0

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www.pm-progetti.it Ing. Michele Maritato, MBA, PMP®, PMI-RMP®, CBAP® [email protected] 18

Mastering the project requirements (5)

1. Communicating req. (packing and communicating)

2. Approving req. (produce the req. baseline)

3. Managing issues/conflicts

1. Communicating req. (packing and communicating)

2. Approving req. (produce the req. baseline)

3. Managing issues/conflicts

1.Preparing

2.Eliciting

3.Analyzing

4.APPROVING

5.Managing

MON. & CONT.MON. & CONT.BUSINESS

STAKEHOLDERSOLUTION

TRANSITION

BUSINESSSTAKEHOLDER

SOLUTIONTRANSITION

PLANNINGPLANNING

STAKEHOLDERSOLUTION

TRANSITION

STAKEHOLDERSOLUTION

TRANSITION

EXECUTINGEXECUTING

INITIATINGINITIATING

BUSINESSBUSINESS

Project Management & Business Analysis: the dynamic duo

Project Management & Business Analysis: the dynamic duo

Mastering theProject Requirements

Mastering theProject Requirements AssessmentAssessment

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Mastering the project requirements (6)

1. Monitoring and Controlling BA performances

2. Managing Changes to requirements3. Maintaining requirements for re-use

(future projects)

1. Monitoring and Controlling BA performances

2. Managing Changes to requirements3. Maintaining requirements for re-use

(future projects)

1.Preparing

2.Eliciting

3.Analyzing

4.Approving

5.MANAGING

MON. & CONT.MON. & CONT.

CLOSINGCLOSINGBUSINESS

STAKEHOLDERSOLUTION

TRANSITION

BUSINESSSTAKEHOLDER

SOLUTIONTRANSITION

Project Management & Business Analysis: the dynamic duo

Project Management & Business Analysis: the dynamic duo

Mastering theProject Requirements

Mastering theProject Requirements AssessmentAssessment

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The Global View  Requirements Management Stages

Req.CategoriesPM

Process GroupsPreparing Eliciting Analyzing Approving Managing

Initiating   Business

Planning  StakeholderSolutionTransition

Executing    StakeholderSolutionTransition

Monitoring & Controlling

   

BusinessStakeholderSolutionTransition

Closing        

BusinessStakeholderSolutionTransition

Project Management & Business Analysis: the dynamic duo

Project Management & Business Analysis: the dynamic duo

Mastering theProject Requirements

Mastering theProject Requirements AssessmentAssessment

Page 21: Mastering Project Requirements

www.pm-progetti.it Ing. Michele Maritato, MBA, PMP®, PMI-RMP®, CBAP® [email protected] 21

Agenda

1. Project Management and Business Analysis:

the dynamic duo

2. Mastering the Project Requirements

3. Assessment

PMI®, PMP®, CAPM®, PMBOK®, PgMPSM, OPM3® are either marks or registered marks of Project Management Institute, Inc. The PMI R.E.P. logo is a registered mark of the Project Management Institute, Inc. BABOK®, Business Analysis Body of Knowledge®, IIBA®, and the IIBA® logo are registered trademarks owned by International Institute of Business Analysis. CBAP® and the CBAP logo are registered certification marks owned by International Institute of Business Analysis. Certified Business Analysis ProfessionalTM, EEPTM and the EEP logo are trademarks owned by International Institute of Business Analysis. The IIBA® chapter logo, IIBA® Associate Sponsor logo, IIBA® Corporate Sponsor logo, IIBA® Industry Sponsor logo, and IIBA® member logo are logos owned by International Institute of Business Analysis. These trademarks are used with the express permission of International Institute of Business Analysis.

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www.pm-progetti.it Ing. Michele Maritato, MBA, PMP®, PMI-RMP®, CBAP® [email protected] 22

1. Preparing

HAVE CURRENT STATE NEED FUTURE STATE

1. Describing at high level the req. Management Approach (deliverables, tech., roles, etc.)

2. Identifying and analyzing the Stakeholders

3. Defining the requirements Deliverables and plan the BA Activities

4. Planning the BA Communication with the stakeholders

5. Establishing the procedures for Prioritizing, Approving, Allocating, Managing changes to req.

Project Management & Business Analysis: the dynamic duo

Project Management & Business Analysis: the dynamic duo

Mastering theProject Requirements

Mastering theProject Requirements AssessmentAssessment

Page 23: Mastering Project Requirements

www.pm-progetti.it Ing. Michele Maritato, MBA, PMP®, PMI-RMP®, CBAP® [email protected] 23

2. Eliciting

HAVE CURRENT STATE NEED FUTURE STATE

1. Planning the elicitation process and preparing the material (based on techniq.)

2. Executing the elicitation, capturing all that is said

3. Distinguishing the Req. from the Non-req. (issues, risks, assumptions, constraints, etc.)

4. Confirming that the elicited req. match the stakeholders needs

Project Management & Business Analysis: the dynamic duo

Project Management & Business Analysis: the dynamic duo

Mastering theProject Requirements

Mastering theProject Requirements AssessmentAssessment

Page 24: Mastering Project Requirements

www.pm-progetti.it Ing. Michele Maritato, MBA, PMP®, PMI-RMP®, CBAP® [email protected] 24

3. Analyzing

Project Management & Business Analysis: the dynamic duo

Project Management & Business Analysis: the dynamic duo

Mastering theProject Requirements

Mastering theProject Requirements AssessmentAssessment

HAVE CURRENT STATE NEED FUTURE STATE

1. Prioritizing req., understand the Acceptance criteria’s

2. Modelling Business req.

3. Modelling Stakeholder req.

4. Modelling Solution req.

5. Modelling Transition req.

6. Documenting Assumptions and Constraints

7. Verifying req. (quality control)

8. Validating req. (delivery value to the business)

Page 25: Mastering Project Requirements

www.pm-progetti.it Ing. Michele Maritato, MBA, PMP®, PMI-RMP®, CBAP® [email protected] 25

4. Approving

HAVE CURRENT STATE NEED FUTURE STATE

1. Communicating req. (packing and communicating)

2. Approving req. (produce the req. baseline)

3. Managing issues/conflicts

Project Management & Business Analysis: the dynamic duo

Project Management & Business Analysis: the dynamic duo

Mastering theProject Requirements

Mastering theProject Requirements AssessmentAssessment

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5. Managing

HAVE CURRENT STATE NEED FUTURE STATE

1. Monitoring and Controlling BA performances

2. Managing Changes to requirements

3. Maintaining requirements for re-use (future projects)

Project Management & Business Analysis: the dynamic duo

Project Management & Business Analysis: the dynamic duo

Mastering theProject Requirements

Mastering theProject Requirements AssessmentAssessment

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About me…

Michele Maritato has a degree in Electronic Engineering from the Polytechnic of Milan. He is graduated MBA and certified PMP®, PMI-RMP® and CBAP®. He has over 20 years experience in project and program management, process re-engineering, development of information systems and intelligent networks in the areas of Tourism, Banking, Insurance, Transportation, Telecom, Construction, Chemical, Automotive, Consumer Goods and Services.

Since 2006 he is Vice President Organization of PMI®-NIC (an association with +1.600 members) and responsible for the P3MO Observatory, the Italian research organization dedicated to the study of Project / Program / Portfolio Management Office in Italy. In 2010 he was President of the PMI-NIC. Michele graduated PMI® Leadership Master Class in 2013.

Since 2008 he is Vice President Education and Training of IIBA Italy Chapter, the Italian association dedicated to the development of the discipline of Business Analysis in Italy. Since 2012 is Global Director of the IIBA®

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Contacts

Michele Maritato

+39-335-5468934

[email protected]

www.pm-progetti.it

michele.maritato

michelemaritato