Separation of Duties PM BA.ppt - PMI La Crosse...2008/08/13 · Identify Business Need Solution...

Separation of Duties:

© 2006 Trissential. All Rights Reserved.1

What’s the difference between PM and BA

Presented by:

Michael Vinje – PMP

[email protected]

Objectives

• Realize the need for separation of duties

• Describe the pitfalls of combining the roles

• Provide suggestions for avoidance

• Offer guidance to survive the “dual role”


• Offer guidance to survive the “dual role”

• Discuss the industry direction and trends

• Summarize the key points and learnings

PM & BA Context

Performance DashboardsGuidance & Priorities

Enterprise Governance

Leadership

PMOPM FocusBA Focus

© 2006 Trissential. All Rights Reserved.

Objectives

PM Processes

& Controls

Measurement& Reporting

Products

Initiate, Plan, Execute, Monitor & Control, Close

Project Management Execution

Build/TestDesign InstallRequirements

Product Lifecycle

PM Processes

Initiating Processes

Develop Project CharterDevelop Preliminary

PlanningProcesses

Develop Project Management PlanScope PlanningScope Definition

Create WBSActivity Definition

Activity SequencingActivity Resource EstimatingActivity Duration Estimating

Schedule DevelopmentMonitoring/

ExecutingProcesses

Direct & Manage Project Exec.Perform Quality Assurance

Acquire Project TeamDevelop Project TeamInformation Distribution

Request Seller ResponsesSelect Sellers

ClosingProcesses

Close Project


Develop Preliminary Scope Statement

Cost EstimatingCost BudgetingQuality Planning

Human Resource PlanningCommunications Planning

Risk PlanningRisk Identification

Qualitative Risk AnalysisQuantitative Risk AnalysisRisk Response Planning

Plan Purchases and AcquisitionsPlan Contracting

Monitoring/ControllingProcesses

Monitor & Control WorkIntegrated Change Control

Scope VerificationScope Control

Schedule ControlCost Control

Perform Quality ControlManage Project Team

Performance ReportingManage Stakeholders

Risk Monitoring & ControlContract Administration

Close ProjectContract Closure

Source: PMI PMBOK®, 2004

BA Processes


Source: IIBA BABOK®

BA Processes

EnterpriseAnalysis

Identify Business NeedSolution Approach

BA Planning& Monitoring

Conduct Stakeholder AnalysisPlan Business Analysis ActivitiesPlan Business Analysis Comm.

Plan Reqs. Management ProcessPlan, Monitor & Report BA Perf


Solution ApproachDefine Solution Scope

Develop Business CaseRequirements Requirements

AnalysisOrganize RequirementsPrioritize RequirementsSpecify & Model Reqs

Det. Assump/ConstraintsVerify Requirements

Validate Requirements

ElicitationPrepare for Elicitation

Conduct ElicitationDocument ResultsConfirm Results

Determine Org Readiness

SolutionAssessment& Validation

Assess Reqs CoverageAllocate Requirements

Determine Org ReadinessValidate SolutionEvaluate Solution

Source: PMI PMBOK®, 2004

Requirements Requirements Management

& CommManage Solution

Manage Reqs ScopeManage Reqs TraceabilityMaintain Reqs for Re-usePrepare Reqs Package

Communicate Reqs

Universal Project/Product Lifecycle Processes

•Direct & Manage Project Execution

Organizational & Enterprise Analysis

•Yearly Planning

•Yearly Budgeting

•Portfolio Selection

•Portfolio Prioritization

•Quarterly Re-planning

•Dev PM Plan•Scope Planning•Scope Definition•Create WBS•Activity Definition•Activity Sequencing•Activity Resource Est•Activity Duration Est•Schedule Dev.•Cost Budgeting•HR Planning•Comm. Planning•Risk Man. Planning

Project Planning

•Close Project•Contract Closure

Project Initiation

•Dev Project Charter•Dev Prelim Scope Statement

Project Execution Project Close

Project Monitoring and Control

Define Detail Develop Deploy Debrief


Infrastructure Processes (ITIL)

•Business Case Development

•Cost Benefit Analysis

•Statement of Work

Monitor & Control Project Work – Integrated Change Control – Performance Reporting

•Managed System•Production System•Operational Data•Fault Report•Version Control

•Context Diagrams•Reqs Elicitation•Reqs. Definition•Reqs. Documents•System Blue Prints

•System Analysis•System Design•Usability Test Plan•Deployment Plan•Business Models•Physical Models•Design Specs

•Program Components

Project Monitoring and Control

Requirements Elicitation

Reqs. Analysis Design

Prod Dev & Reqs Comm

Product Implement

Service Delivery Processes•Capacity Management

•Service Continuity Man.•Service Level Man.•Security Man. & Reporting

Control Processes•Configuration Management•Change Management•Release Management

•Incident Management•Problem Management

Resolution Processes

Solution Validation

•Unit Test Plan•Training Mat.•Integration Test Results•Systems Test Results•Acceptance Test Results

Skills Comparison

Communicates well

Understands SDLC

“Big Picture” Thinker

Directs the project team

Helps people get things done

Detail-oriented

Listens to people (SMEs)

Helps SMEs describe work

PM BA


SDLC

Manages interpersonal relationships

well

Negotiates

Conscience of time and $$

Removes issues/barriers

Possesses management skills

Conscience of “built right”

Identifies business issues

“Pain & Gain”

Possesses investigative skills “Curious”

B. Carkenord, “Why does a Project need a Project Manager and a Business Analyst?”

Communication Channels

IT ManagementProject Sponsor

Business SME’s


Development Team

PM

BA

Marketing

Accounting

Sales

Manufacturing

Role Delineation

Team

Begin Project

Develop Scope

Develop Phase Schedule &

PM

Ideation

Team

Analyze Project Results

Close Project

PM

Wrap Up

Team

Ensure Budget & Schedule Tolerances

Manage WBS, Issues, Project

PM

Development

Team

Create Schedule & Cost Baseline

Gain Approval for Scope Statement

PM

Discovery


Develop Scope

Identify & Engage stakeholders & SMEs

BA

Schedule & Budget

BA

Verify Requirements

Ensure Product Delivery

BA

Identify Business Issues

Manage Requirements changes

Issues, Project Changes

BA

Elicit What, Why from SMEs

Develop DetailedRequirements

B. Carkenord, “Why does a Project need a Project Manager and a Business Analyst?”

Real World Scenarios


Prevention

• Make up your mind

• Market your mindset

• Just say NO!!


• Just say NO!!

• Educate your company

• Career paths – a must!

Survival

• Suggest more work as one role

• Find a mentor!

• Plan for weaknesses…

• Don’t be judge, jury and


• Don’t be judge, jury and executioner

• Pace yourself

• Spin both plates EVERYDAY

Industry Insights

• Where does the BA role live? – Historically IT – too technical?– Shifting towards business– Potential Community of

Practice– Jury’s still out

• Where is the BA role going?


• Where is the BA role going?– Recognition– Training/Certification

• What are the future trends?– Beyond list making & note taking – IIBA as household name– Degreed programs– Indispensable role

Industry Insights

• Where does the PM role live? – Historically IT

– Shifting towards business

– Deployed in Business and

IT shops

– Community of Practice

• Where is the PM role going?


• Where is the PM role going?– Recognition

– Training/Certification

• What are the future trends?– Beyond list making and note taking

– Degreed programs

– Art and Science

Summary

1. BA function is not a stepping stone to PM

2. BA role is a stepping stone to Business Architect

3. Projects need both roles for success

4. Each position requires different abilities


4. Each position requires different abilities

5. Don’t wait for role delineation; be a catalyst for change

6. If in the “dual role”, create safeguards

7. BA & PM are both Essential!

Organizational Model

Effective Strategy & Planning


Efficient Management PM Best Practice Exceptional Execution

Project Health

Business Excellence

BenefitValidation

17

Governance Model & Processes

Bus & ITExecutives

Determine Strategy

IdentificationCategorizationEvaluationSelectionPrioritizationPortfolio BalancingAuthorizationReview & ReportingStrategic Change


TechnologyArchitecture

BusinessArchitecture

ProgramArchitecture

18

Facilitate Governance Decisions

Decompose StrategyWhy, Why, Why

What’s the Pain/GainCreate Business Case

ROI

Technology Form & Fit

Project Management Model

PortfolioMgmt


Mgmt

ProgramMgmt

ProjectMgmt

19

Product Development Model

BusinessAnalysis


QualityAssurance

RequirementsEngineering

ChangeMgmt

SoftwareDevelopment

20

Roles & Responsibilities

BusinessAnalysis

EM

PA TABA


QualityAssurance

RequirementsEngineering

ChangeMgmt

SoftwareDevelopment

Prt-M

Prg-M Prj-M

QM

QA

RMDM

SM

21

PMO Product Development

Business Architecture

Questions & Discussion


Questions & DiscussionMichael Vinje952-595-7970

[email protected]

Separation of Duties PM BA.ppt - PMI La Crosse...2008/08/13 · Identify Business Need Solution...

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