Business Analyst-Study Guide.pdf

Version 1.6

Business Analysis

Body of Knowledge

International Institute of Business Analysis

A Guide to the

International Institute of Business Analysis

Guide to the Business Analysis Body of Knowledge

Draft Material for Review and Feedback

Release 1.6 Draft

Table of Contents

CHAPTER 1: PREFACE AND INTRODUCTION

TABLE OF CONTENTS............................................................................................................................................ I

PREFACE TO RELEASE 1.6 .................................................................................................................................... 1

1.1 WHAT IS THE IIBA BOK ........................................................................................................................... 5

1.2 PURPOSE OF THE GUIDE TO THE IIBA BOK ........................................................................................... 5

1.3 DEFINING THE BUSINESS ANALYSIS PROFESSION............................................................................... 6

1.4 CORE CONCEPTS OF BUSINESS ANALYSIS............................................................................................ 6

1.4.1 D EFINITION OF A REQUIREMENT ..............................................................................................................................................................7

1.4.2 E FFECTIVE REQUIREMENTS PRACTICES ....................................................................................................................................................7

1.5 THE BODY OF KNOWLEDGE IN SUMMARY ........................................................................................... 8

1.5.1 E NTERPRISE A NALYSIS ................................................................................................................................................................................8

1.5.2 R EQUIREMENTS P LANNING AND M ANAGEMENT ....................................................................................................................................9

1.5.3 R EQUIREMENTS E LICITATION ....................................................................................................................................................................9

1.5.4 R EQUIREMENTS A NALYSIS AND D OCUMENTATION ...........................................................................................................................10

1.5.5 R EQUIREMENTS C OMMUNICATION .......................................................................................................................................................10

1.5.6 S OLUTION A SSESSMENT AND V ALIDATION ........................................................................................................................................10

1.5.7 C OMPLEMENTARY C HAPTERS ................................................................................................................................................................10

1.6 THE BODY OF KNOWLEDGE IN CONTEXT ........................................................................................... 11

1.6.1 B ODY OF K NOWLEDGE RELATIONSHIPS ...............................................................................................................................................11

1.6.2 R ELATIONSHIP TO THE SOLUTIONS LIFECYCLE ..................................................................................................................................14

CHAPTER 2: ENTERPRISE ANALYSIS

2.1 INTRODUCTION.................................................................................................................................... 15

2.1.1 S TRATEGIC P LANNING .............................................................................................................................................................................16

2.1.2 S TRATEGIC G OAL S ETTING .....................................................................................................................................................................17

2.1.3 T HE B USINESS A NALYST S TRATEGIC R OLE .........................................................................................................................................18

2.1.4 T HE B USINESS A NALYST E NTERPRISE A NALYSIS R OLE ......................................................................................................................19

2.1.5 E NTERPRISE A NALYSIS A CTIVITIES .........................................................................................................................................................19

2.1.6 R ELATIONSHIP TO O THER K NOWLEDGE A REAS .................................................................................................................................22

2.2 CREATING AND MAINTAINING THE BUSINESS ARCHITECTURE ........................................................ 22

2.2.1 P URPOSE ....................................................................................................................................................................................................22

2.2.2 D ESCRIPTION ............................................................................................................................................................................................23

2.2.3 K NOWLEDGE .............................................................................................................................................................................................24

2.2.4 S KILLS ........................................................................................................................................................................................................25

2.2.5 P REDECESSORS .........................................................................................................................................................................................25

2.2.6 P ROCESS AND E LEMENTS .......................................................................................................................................................................25

2.2.7 S TAKEHOLDERS ........................................................................................................................................................................................28

2.2.8 D ELIVERABLES ..........................................................................................................................................................................................28

2.2.9 T ECHNIQUES .............................................................................................................................................................................................28

2.3 CONDUCTING FEASIBILITY STUDIES................................................................................................... 32

2.3.1 P URPOSE ....................................................................................................................................................................................................32

A Guide to the Business Analysis Body of Knowledge, Release 1.6

http://www.theiiba.org/

Table of Contents

2.3.2 D ESCRIPTION ............................................................................................................................................................................................32

2.3.3 K NOWLEDGE .............................................................................................................................................................................................33

2.3.4 S KILLS ........................................................................................................................................................................................................33

2.3.5 P ROCESS AND E LEMENTS .......................................................................................................................................................................34

2.3.6 S TAKEHOLDERS ........................................................................................................................................................................................37

2.3.7 D ELIVERABLES ..........................................................................................................................................................................................37

2.3.8 T ECHNIQUES .............................................................................................................................................................................................39

2.4 DETERMINING PROJECT SCOPE .......................................................................................................... 42

2.4.1 P URPOSE ....................................................................................................................................................................................................42

2.4.2 D ESCRIPTION ............................................................................................................................................................................................43

2.4.3 K NOWLEDGE .............................................................................................................................................................................................43

2.4.4 S KILLS ........................................................................................................................................................................................................44

2.4.5 P REDECESSORS .........................................................................................................................................................................................45

2.4.6 P ROCESS AND E LEMENTS .......................................................................................................................................................................45

2.4.7 S TAKEHOLDERS ........................................................................................................................................................................................46

2.4.8 D ELIVERABLES ..........................................................................................................................................................................................46

2.4.9 T ECHNIQUES .............................................................................................................................................................................................47

2.5 PREPARING THE BUSINESS CASE ........................................................................................................ 48

2.5.1 P URPOSE ....................................................................................................................................................................................................48

2.5.2 D ESCRIPTION ............................................................................................................................................................................................48

2.5.3 K NOWLEDGE .............................................................................................................................................................................................48

2.5.4 S KILLS ........................................................................................................................................................................................................49

2.5.5 P REDECESSORS .........................................................................................................................................................................................49

2.5.6 P ROCESS AND E LEMENTS .......................................................................................................................................................................49

2.5.7 S TAKEHOLDERS ........................................................................................................................................................................................51

2.5.8 D ELIVERABLES ..........................................................................................................................................................................................51

2.5.9 T ECHNIQUES .............................................................................................................................................................................................53

2.6 CONDUCTING THE INITIAL RISK ASSESSMENT................................................................................... 54

2.6.1 P URPOSE ....................................................................................................................................................................................................54

2.6.2 D ESCRIPTION ............................................................................................................................................................................................54

2.6.3 K NOWLEDGE .............................................................................................................................................................................................54

2.6.4 S KILLS ........................................................................................................................................................................................................54

2.6.5 P REDECESSORS .........................................................................................................................................................................................55

2.6.6 P ROCESS AND E LEMENTS .......................................................................................................................................................................55

2.6.7 S TAKEHOLDERS ........................................................................................................................................................................................56

2.6.8 D ELIVERABLES ..........................................................................................................................................................................................56

2.6.9 T ECHNIQUES .............................................................................................................................................................................................56

2.7 PREPARING THE DECISION PACKAGE ................................................................................................. 57

2.7.1 P URPOSE ....................................................................................................................................................................................................57

2.7.2 D ESCRIPTION ............................................................................................................................................................................................57

2.7.3 K NOWLEDGE .............................................................................................................................................................................................57

2.7.4 S KILLS ........................................................................................................................................................................................................57

2.7.5 P REDECESSORS .........................................................................................................................................................................................57

2.7.6 P ROCESS AND E LEMENTS .......................................................................................................................................................................57

2.7.7 S TAKEHOLDERS ........................................................................................................................................................................................58

2.7.8 D ELIVERABLES ..........................................................................................................................................................................................58

2.7.9 T ECHNIQUES .............................................................................................................................................................................................58

2.8

A Guide to the Business Analysis Body of Knowledge, Release 1.6

http://www.theiiba.org/

SELECTING AND PRIORITIZING PROJECTS.......................................................................................... 58

Table of Contents

2.9 LAUNCHING NEW PROJECTS ............................................................................................................... 59

2.10 MANAGING PROJECTS FOR VALUE ..................................................................................................... 59

2.11 TRACKING PROJECT BENEFITS ............................................................................................................ 60

2.12 REFERENCES ......................................................................................................................................... 60

CHAPTER 3: REQUIREMENTS PLANNING AND MANAGEMENT

3.1 INTRODUCTION.................................................................................................................................... 63

3.1.1 K NOWLEDGE A REA D EFINITION ............................................................................................................................................................63

3.1.2 R ATIONALE FOR I NCLUSION ..................................................................................................................................................................63

3.1.3 K NOWLEDGE A REA T ASKS ......................................................................................................................................................................64

3.1.4 R ELATIONSHIP TO OTHER K NOWLEDGE A REAS ..................................................................................................................................64

3.2 UNDERSTAND TEAM ROLES FOR THE PROJECT ................................................................................. 64

3.2.1 TASK: I DENTIFY AND D OCUMENT T EAM R OLES FOR THE P ROJECT ..............................................................................................65

3.2.2 TASK: I DENTIFY AND D OCUMENT T EAM R OLE R ESPONSIBILITIES .................................................................................................68

3.2.3 T ASK : I DENTIFY S TAKEHOLDERS ............................................................................................................................................................72

3.2.4 T ECHNIQUE : C ONSULT REFERENCE MATERIALS ..................................................................................................................................73

3.2.5 T ECHNIQUE : Q UESTIONNAIRE TO IDENTIFIED STAKEHOLDERS ........................................................................................................75

3.2.6 T ASK : D ESCRIBE THE S TAKEHOLDERS ..................................................................................................................................................76

3.2.7 T ECHNIQUE : I NTERVIEW S TAKEHOLDERS TO SOLICIT DESCRIPTION ...............................................................................................78

3.2.8 T ASK : C ATEGORIZE THE S TAKEHOLDERS .............................................................................................................................................81

3.3 DEFINE BUSINESS ANALYST WORK DIVISION STRATEGY ................................................................. 82

3.3.1 T ASK : D IVIDE W ORK AMONGST A B USINESS A NALYST T EAM ..........................................................................................................82

3.3.2 T ECHNIQUE : B USINESS A NALYST W ORK D IVISION S TRATEGY .........................................................................................................83

3.3.3 T ECHNIQUE : C O - ORDINATION OF I NFORMATION WITHIN THE T EAM ............................................................................................87

3.3.4 T ECHNIQUE : K NOWLEDGE T RANSFER ..................................................................................................................................................90

3.4 DEFINE REQUIREMENTS RISK APPROACH .......................................................................................... 92

3.4.1 T ASK : I DENTIFY R EQUIREMENTS R ISKS ..................................................................................................................................................94

3.4.2 T ASK : D EFINE R EQUIREMENTS R ISK M ANAGEMENT A PPROACH .....................................................................................................95

3.4.3 T ECHNIQUE : R EQUIREMENTS R ISK P LANNING .....................................................................................................................................96

3.4.4 T ECHNIQUE : R EQUIREMENTS R ISK M ONITORING ...............................................................................................................................98

3.4.5 T ECHNIQUE : R EQUIREMENTS R ISK C ONTROL .....................................................................................................................................99

3.5 DETERMINE PLANNING CONSIDERATIONS ...................................................................................... 100

3.5.1 T ASK : I DENTIFY K EY P LANNING I MPACT A REAS ............................................................................................................................... 101

3.5.2 T ASK : C ONSIDER THE SDLC M ETHODOLOGY ................................................................................................................................ 102

3.5.3 T ASK : C ONSIDER THE P ROJECT L IFE C YCLE M ETHODOLOGY ...................................................................................................... 104

3.5.4 T ASK : C ONSIDER P ROJECT R ISK , E XPECTATIONS , AND S TANDARDS ........................................................................................... 105

3.5.5 T ASK : R E -P LANNING ............................................................................................................................................................................. 108

3.5.6 T ASK : C ONSIDER K EY S TAKEHOLDER N EEDS AND L OCATION ..................................................................................................... 109

3.5.7 T ASK : C ONSIDER THE P ROJECT T YPE ................................................................................................................................................ 110

3.6 SELECT REQUIREMENTS ACTIVITIES ................................................................................................. 111

3.6.1 T ASK : D ETERMINE R EQUIREMENTS E LICITATION S TAKEHOLDERS AND A CTIVITIES .................................................................. 112

3.6.2 T ASK : D ETERMINE R EQUIREMENTS A NALYSIS AND D OCUMENTATION A CTIVITIES .................................................................. 115

3.6.3 T ASK : D ETERMINE R EQUIREMENTS C OMMUNICATION A CTIVITIES .............................................................................................. 116

3.6.4 T ASK : D ETERMINE R EQUIREMENTS I MPLEMENTATION A CTIVITIES ............................................................................................... 118

3.7

A Guide to the Business Analysis Body of Knowledge, Release 1.6

http://www.theiiba.org/

iii

ESTIMATE REQUIREMENTS ACTIVITIES ............................................................................................ 119

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