Archive for Business Analysis

Writing Good Requirements

Writing good requirements is frequently portrayed as a unique skill to business analysts, it’s not, it’s a unique skill to good writers. Requirements are simply a condition or capability needed by a stakeholder (user) to solve a problem or achieve an objective. Identifying requirements is a unique skill to business analysts; however, writing good requirements has more to do with what you learned in high school English class. Remember your English teachers? They would spend a semester teaching you to know your topic, be thorough and concise, eliminate ambiguity, and organize your writing to create a smooth flow for the reader.

We all can relate to this story: Your teacher gives you an assignment to write a convincing article on a popular debate in current events. Your first draft is due next week so you select and research a topic. You put the first draft together, review it, make changes several times, and hand it in. Your teacher reads it over the weekend and marks it up. She hands back the bloody red draft and asks you to address her comments. You can’t believe she marked it up so much. You spend the next few days rewriting it and hand it in for another review and it comes back with more red marks. You get incredibly frustrated. All you want is to be done with this assignment. You wish it wasn’t so hard.

Times haven’t changed much. Many business analysts find it hard to write good requirements. When they get assigned to a project there is a sense of excitement and anticipation. They start researching and interviewing stakeholders to find out what they need to be successful at their jobs. After compiling all the information, they begin writing the requirements. They work hard and put in a lot of hours, resulting in a cherished first draft. They send it out to the users and developers for review. When the comments start coming in they feel hurt and frustrated. They make changes and send it out once more for review. Again, comments come back announcing dissatisfaction and more work. At this point all a business analyst wants is to be done with this particular task.

If you can relate to the above scenario it may be because you struggle with writing in general or you are a little rusty at it. Let’s review what makes a good set of requirements:

  • First of all, you have to know in detail what the problem and solution is. You can’t have a casual understanding. If you do, it will sink you for sure.
  • Next, each requirement needs to be specific and concise. You are creating an image of the solution in the minds of your users and developers, one grain of sand at a time. Choose your words wisely, each one matters. Eliminate ambiguity by looking at what you have written from different points of view.
  • Lastly, organize your work so it flows smoothly for the reader. You are taking them on a journey, there should not be any holes in the image you are creating. Be thorough in describing all the facets of the solution.

If writing is not one of your strengths, work on it. Take a couple of English classes at a local junior college at night. You may not become John Grisham, but you will get better. Besides, what gave you trouble in English classes when you were younger most likely won’t materialize for you now. Life has a funny way of changing us without us even recognizing it.

Writing good requirements is hard and takes a lot of effort. It’s much harder than any writing assignment you received in high school. Of course, the consequences of writing bad requirements are far greater than any you encountered in high school too.

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End-Users Have Horizon Lines Too

We have been unfair to end-users for far too long. We ask them what they want the application to do for them and they tell us as best they can. Then we get mad at them because they change their mind or bring up additional items later in the project. We have been complaining about this for decades.

horizon2_bwI find this situation very similar to one we have experienced in project management. In project management we‘ve learned when planning a project that the earlier portions of a project’s Work Breakdown Structure will always be in greater detail than latter portions when you first start a project. That is because we came to realize that projects have horizon lines: points in a project where more information becomes available, giving us a new context to plan the next section of the project in more detail. In the classic waterfall methodology these horizon lines tend to line up with the starting points of each phase. The only reason we came to this conclusion is because project managers banged their heads against the wall trying to plan the whole project in detail as though they could see perfectly into the future. It was repeated failures and frustrations that led to the understanding of horizon lines.

Do you think it is time we realize end-users have horizon lines too? In the beginning of a project the end-users are able to visualize the final product, but only in bigger chunks and with little knowledge of the peculiarities that exist several layers down in the details. It is not until the product starts taking shape that they can interact with it and begin to see the subtle implications of decisions they made earlier. We may label this as scope creep but it is really just them dealing with their own set of horizon lines.

Let’s take a look at an example. Kelly was the lead representative for the business unit on a project initiated to create a new customer service application. It was the first time she was in this role. Lucky for her she was paired up with a very seasoned business analyst, Carol. Because of her experience, Carol worked with the project manager to create several demos early in the development phase and add additional time for some rework. She knew this would allow Kelly to see her initial requirements become enough of a reality to cause her to think through other dimensions of what the final product would need to be successful. In the end, the final product was a hit and the project manager was able to deliver it within the time frame he initially planned for.

Now, I want to make sure you understand my point here. I’m not making excuses for an end-user’s lack of hard work; but, I am pleading for a little grace for their lack of perfection in visualizing the future. Change happens. It’s time we plan for it.

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Defining Your Project Into a Box

The hardest thing to do when launching a project is to define it into a box. Yes, I said define it INTO a box. When a project starts there are lots of interviews with stakeholders. Every one of them has their vision for what the project should include. This gets added, that gets added and pretty soon you have a big hairy monster on your hands. And, one that needs a serious haircut not just a little off the top.

stack of boxes_bwProject managers and business analysts are responsible for defining a single vision for the project. A vision with little ambiguity that can be realistically accomplished and accepted by all parties involved. I’m not talking about detailed requirements here. I’m talking about the description of the project’s scope that is created for the project plan at the beginning of the project. It’s what points the project in a direction and provides boundaries to contain future activities.

Most folks think the key to removing ambiguity in a project’s scope is to define the project in minute detail. This is not only hard to do at the start of a project it also doesn’t take advantage of another way to define a project’s scope through contrasting. Let me use an analogy to make my point clear.

A HDTV screen’s quality is determined by its resolution and contrast. Its resolution is the number of pixels that make up the screen. Everyone today knows that HDTV is better than regular TV because you have twice the number of pixels in HDTV. This gives the picture its detail. Contrast is the second contributor to screen quality and is the difference between how bright a white illuminated pixel is compared to a blank black pixel. That is why plasma screens are better than LCD screens. This gives the picture its crispness.

To improve the quality of your project scope definitions, work on the contrast too. Talk about what is not a part of the project in as much detail as you talk about what is in a project’s scope. Use the exclusions area of the project plan to do so. This may seem like you are being a “nay sayer” but believe me it will bring out all the points of contention related to your project’s scope. You see, people have the tendency to assume you meant to include what they wanted in your scope definition, even if you don’t specifically include it. If you specifically state that the project is not going to include some aspect of scope and someone disagrees with you, you now are able to resolve the issue and create one vision.

The more you describe what is not in a project’s scope the less ambiguity you will have and the closer you are to putting your project into a well defined box.

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The Problem with Getting it “Right”

“If management would only let us do it the right way.”
“We can’t do it without the right tools.”
“If only we had the right people on this.”

Right. While working with executives and colleagues, Project Managers inevitably hear ”right” phrases over-used. Certainly there are bad decisions and illegal actions. But it’s usually not a question of ”rights” and ”wrongs”. In business as in life, it’s typically not that black and white.

A mayor of a small town once illustrated the point with the following anecdote:
“If I went to a dinner party of ten people in my first year in office, two people wouldn’t like me. I don’t know why – they just wouldn’t. By the second year in office, four people wouldn’t like me. Third year, six people, and by the end of my term, eight out of ten people didn’t like me. It was discouraging until I finally figured it out. The general public has the luxury of seeing things in ”black-and-white”. For example, if they have flooding in their area they can rightly be upset that we didn’t re-work the sewer system by them. Yet when you’re in leadership, you have to see the shades of gray.”

Effective Project Managers must learn to be productive despite ambiguity. Leaders spend increasing amounts of time outside the black-and-white margins, having to navigate the shades of gray. Yet many books and articles on project management and business analysis spout such phrases as “you must do the right things for the right reasons at the right time.”

Generally everyone gets what the author is trying to say. ”Right” phrases make for great sound bites, but they usually oversimplify the issue.

It’s similar to the typical mantra about requirements gathering (another over-simplification, as if requirements come in little baskets waiting to be gathered up): “Ask the right questions of the right people at the right time.” What’s wrong with this? Sometimes the same question must be asked three different ways before one gets to the core of the requirement. Sometimes the answer changes over time. Sometimes there’s enough organizational churn that it’s not clear who the right people are.

So, Project Managers should acknowledge that shades of gray can actually help them make responsible decisions. It forces them to identify assumptions, consider trade-offs, manage risks and expect change. It fuels the ability to make progress without having to solve every variable. And it keeps a clear focus on the baseline to make sure inevitable shifts are perceived and acted upon.

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