practical techniques for early use in ba cycle

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Stakeholder Analysis

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Page 1: Practical Techniques for early use in BA cycle

Stakeholder Analysis

Page 2: Practical Techniques for early use in BA cycle

ICE Model

Revisit, Actively Manage & Plan

Page 3: Practical Techniques for early use in BA cycle

What is a “stakeholder”?

Influence

Interest

Page 4: Practical Techniques for early use in BA cycle

Stakeholders are everywhere

• Project Sponsor• Customer• End-User• Subject Matter Experts• Employees• ….etc……

But it’s not always easy to find them

Page 5: Practical Techniques for early use in BA cycle

Where might your stakeholders be hiding?

Page 6: Practical Techniques for early use in BA cycle

Some projects focus purely on…

Page 7: Practical Techniques for early use in BA cycle

Decide how far to expand out

Page 8: Practical Techniques for early use in BA cycle

Influence

Interest

Categorise

Page 9: Practical Techniques for early use in BA cycle

Influence

Interest

Page 10: Practical Techniques for early use in BA cycle

Influence

Interest

John Smith

Alex Jones

Mandy Stockhill

Jayne Thomas

Roy Indigo Daniel Green

Page 11: Practical Techniques for early use in BA cycle

Influence

Interest

Keep Informed

& Involved

Manage Closely

Monitor Keep Satisfied

Page 12: Practical Techniques for early use in BA cycle

Influence

Interest

John Smith

Alex Jones

Mandy Stockhill

Jayne Thomas

Roy Indigo Daniel Green

Page 13: Practical Techniques for early use in BA cycle

Engage

Carry out some stakeholder “fact finding” first:

• What do you know about them?

• What can you find out about them?

• What is their “world view”

Page 14: Practical Techniques for early use in BA cycle

Exercise

• Create a stakeholder map (list & 4 box grid) for your case study. Consider:– What types of stakeholder do you need to engage?– Does the importance of each stakeholder change as

the project progresses?– Who will you be interviewing to elicit requirements?– How and when will you approach each stakeholder?

Page 15: Practical Techniques for early use in BA cycle

Developing a project concept

Page 16: Practical Techniques for early use in BA cycle

Developing a project concept

• 1. Crystallise and agree “The Why”

• 2. Elicit and consider “The What”

Defer conversations on “The How”

Page 17: Practical Techniques for early use in BA cycle

Problem statement…

The problem of….. Affects….The impact of which is…. A successful solution would….

Page 18: Practical Techniques for early use in BA cycle

Objectives CSF & KPI• How can we measure progress towards objectives?• What conditions must be met for the business to be a success?• In x months/years time, how will we know if we’ve been successful?

Page 19: Practical Techniques for early use in BA cycle

Identifying CSFs and KPIs

Problem/Opportunity

Financial:

• “When this initiative succeeds, how will we look to our financial stakeholders & shareholders”

Customer

• “If we are successful, what will our customers say about us”

Internal Processes

• What must we excel at in order to create customer & business value

Learning / Innovation

• “To sustain the opportunity, what might need to be flexible or “future proof”?

Page 20: Practical Techniques for early use in BA cycle

Problem Statement

Objective(s)

CSFsFinancial

Key Performance Indicators

CSFsCustomer

CSFsInnovation

CSFsProcess

Page 21: Practical Techniques for early use in BA cycle

Let’s take an example…

Page 22: Practical Techniques for early use in BA cycle

Problem statement…

The problem of….. Affects….The impact of which is…. A successful solution would….

Page 23: Practical Techniques for early use in BA cycle

What are the CSFs and KPIs?

An opportunity exists to increase sales and efficiencies by providing online ordering

Financial:

• “When this initiative succeeds, how will we look to our financial stakeholders & shareholders”

Customer

• “If we are successful, what will our customers say about us”

Internal Processes

• What must we excel at in order to create customer & business value

Learning / Innovation

• “To sustain the opportunity, what might need to be flexible or “future proof”?

Page 24: Practical Techniques for early use in BA cycle

• Increased sales (turnover)• Increased profit• Market share• Customer volume/repeat customers• Efficiency savings (perhaps a secondary

goal?)

Financial:

• “When this initiative succeeds, how will we look to our financial stakeholders & shareholders”

Page 25: Practical Techniques for early use in BA cycle

• Less waiting time• Easier to find a table• Nicer, quieter environment

Customer

• “If we are successful, what will our customers say about us”

Page 26: Practical Techniques for early use in BA cycle

• More efficient at taking orders?• Better at identifying when customers are

ready to re-order?• Limit Internet usage?

Internal Processes

• What must we excel at in order to create customer & business value

Page 27: Practical Techniques for early use in BA cycle

• To get closer to our customers; what do they like, what do they hate?

• To hear suggestions for new menu options

Learning / Innovation

• “To sustain the opportunity, what might need to be flexible or “future proof”?

Page 28: Practical Techniques for early use in BA cycle

Exercise

• Create a Problem Statement• Brainstorm the CSFs and KPIs for your

case study

Page 29: Practical Techniques for early use in BA cycle

Concept level requirements – the “What”

Page 30: Practical Techniques for early use in BA cycle

Roles

• Who needs to interact with the system(s) and processes that are in scope?

• A role doesn’t have to represent a single job title – it refers to users with similar characteristics– Shop Counter Staff– Management– Customers

Page 31: Practical Techniques for early use in BA cycle

User Goals

• What is each user trying to achieve by using the system or process?

• Keep it high level “Verb Noun” is ideal• Scope only – defer decision over detail• Avoid words like “process” or “data” – be precise

where possible:– “Update data” could be “Update client’s details”– “Process sale” could become “Take payment & Issue

receipt”

Page 32: Practical Techniques for early use in BA cycle

Cafe: Roles

• Customer• Counter staff• Manager?• Accounts team?

Page 33: Practical Techniques for early use in BA cycle

Cafe: User Goals

• Customer:• Order • Use Internet• Buy extra Internet time (?)• Check time remaining• Page waiter/waitress?

Page 34: Practical Techniques for early use in BA cycle

Cafe: User Goals

• Counter Staff:• Provision of Internet Access• Suspend Internet Access• Extend Internet Access• Page User (?)

Page 35: Practical Techniques for early use in BA cycle

Exercise

For your case study….• What are the likely roles?• What are the likely user goals?

Page 36: Practical Techniques for early use in BA cycle

Business analysis in context - techniques

Business case

Stakeholder analysisDeveloping a project concept

Requirements engineering

Solution development

Strategic analysisProblem/situation analysis