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“PMI” is a registered trade and service mark of the Project Management Institute, Inc.
©2008 Permission is granted to PMI for Congress attendee use only
The Collision of Strategic Project Management and Business
Analysis
Don J. Wessels, PMPManagement Concepts
Session #ISS04
“PMI” is a registered trade and service mark of the Project Management Institute, Inc.
©2008 Permission is granted to PMI for Congress attendee use only
Introduction• Tactical Project Management
– Get things delivered– Multiple industries and disciplines– Processes well determined
• Business Analyst– IT driven in most cases– Evolved from systems analyst– Mostly directed to inside of IT systems
“PMI” is a registered trade and service mark of the Project Management Institute, Inc.
©2008 Permission is granted to PMI for Congress attendee use only
Evolution of Strategic Project Management
• Management By Objectives– Early 1990’s– Agreed upon objectives with
buy-in from management and employees
– Required precise written objectives with timelines
“PMI” is a registered trade and service mark of the Project Management Institute, Inc.
©2008 Permission is granted to PMI for Congress attendee use only
Management By Projects
• Early beginnings in 1990’s
• Started to address objectives from a strategic view
• A new look at how organizations succeed
“PMI” is a registered trade and service mark of the Project Management Institute, Inc.
©2008 Permission is granted to PMI for Congress attendee use only
Project Management Definitions
• PMI and PMBOK Guide Standards– Project: A temporary endeavor to create a new
product, service, or result– Project Management: The application of
knowledge, skills, tools, and techniques to project activities to meet the project requirements
“PMI” is a registered trade and service mark of the Project Management Institute, Inc.
©2008 Permission is granted to PMI for Congress attendee use only
More Definitions• Program: A group of related projects managed in
a coordinated way to obtain benefits and control not available from managing them individually
• Program Management: The centralized coordinated management of a program to achieve the program’s strategic objectives and benefits
“PMI” is a registered trade and service mark of the Project Management Institute, Inc.
©2008 Permission is granted to PMI for Congress attendee use only
One Last Definition. . .• Portfolio: A collection of projects or programs and
other work that are grouped together to facilitate effective management of that work to meet strategic business objectives. The projects or programs of the portfolio may not necessarily be interdependent or directly related.
“PMI” is a registered trade and service mark of the Project Management Institute, Inc.
©2008 Permission is granted to PMI for Congress attendee use only
Basics of Portfolio Project Management
Portfolio Management combines:
The organization’s focus of ensuring
that projects selected for investment meet the portfolio strategy
The organization’s focus of ensuring
that projects selected for investment meet the portfolio strategy
The project management focus of
delivering projects effectively and within
their planned contribution to the
portfolio
The project management focus of
delivering projects effectively and within
their planned contribution to the
portfolio
+
“PMI” is a registered trade and service mark of the Project Management Institute, Inc.
©2008 Permission is granted to PMI for Congress attendee use only
Organizational Context
“PMI” is a registered trade and service mark of the Project Management Institute, Inc.
©2008 Permission is granted to PMI for Congress attendee use only
Portfolio Contents
• Strategic projects• Business unit projects• Fix projects• Pet projects• Mandated projects
“PMI” is a registered trade and service mark of the Project Management Institute, Inc.
©2008 Permission is granted to PMI for Congress attendee use only
Strategic Project Management• Aligns key business processes:
– Strategic planning– Strategic goal setting– Portfolio project management
• Like a well managed portfolio of investments, it:– Allows the most effective use of resources– Ensures a high ROI– Keeps project aligned with vision/mission and goals
“PMI” is a registered trade and service mark of the Project Management Institute, Inc.
©2008 Permission is granted to PMI for Congress attendee use only
Project Cycle
Project Cycle
Project Management Cycle Product Cycle
Development O&M
InitiatingPlanningExecuting
Managing & ControlClosing
RequirementDesignBuildV&V
Implementation
OperationsDe-activation
“PMI” is a registered trade and service mark of the Project Management Institute, Inc.
©2008 Permission is granted to PMI for Congress attendee use only
Evolution of Business Analysis• Original IT systems analyst• Main concerns were internal IT fit of
applications• Role has changed from systems analyst to
business analyst• Primarily in IT world
“PMI” is a registered trade and service mark of the Project Management Institute, Inc.
©2008 Permission is granted to PMI for Congress attendee use only
IIBA and BABOK Standards• Business Analysis is. . .
– The set of tasks, knowledge, and techniques required to identify business needs and determine solutions to business problems
– Solutions often include a systems development component, but may also consist of process improvement or organization change
“PMI” is a registered trade and service mark of the Project Management Institute, Inc.
©2008 Permission is granted to PMI for Congress attendee use only
Business Analyst RoleWork with stakeholder representatives on project requirements:
Elicit
Analyze
Specify
Validate
Manage
“PMI” is a registered trade and service mark of the Project Management Institute, Inc.
©2008 Permission is granted to PMI for Congress attendee use only
The Boundaries in a Project
De-Commissioning
Post-Project Operations & Maintenance
Project
Pre-Project
“PMI” is a registered trade and service mark of the Project Management Institute, Inc.
©2008 Permission is granted to PMI for Congress attendee use only
The Project Core Team
• Project Sponsor• Project Manager• Systems Engineer• Business Analyst• Key Customer• SME
“PMI” is a registered trade and service mark of the Project Management Institute, Inc.
©2008 Permission is granted to PMI for Congress attendee use only
Who Takes Leadership and When
• Pre-Project– Initiative driven– Sometimes a separate project– Strategic goals converted to programs or
projects– Business “visionary” and management team– Business analysis
“PMI” is a registered trade and service mark of the Project Management Institute, Inc.
©2008 Permission is granted to PMI for Congress attendee use only
Who Takes Leadership and When
• Project– Project management processes are executed– Systems engineering processes are executed
• Includes requirements, design, build, test, and implement
• BA has responsibility for requirements• Other teams may be involved (e.g., test
teams)
“PMI” is a registered trade and service mark of the Project Management Institute, Inc.
©2008 Permission is granted to PMI for Congress attendee use only
Who Takes Leadership and When
• Post-Project Operations and Maintenance– Support or operational teams/groups– Production environment– Value creation
“PMI” is a registered trade and service mark of the Project Management Institute, Inc.
©2008 Permission is granted to PMI for Congress attendee use only
Who Takes Leadership and When
• De-Commissioning– Product has come to the end of its useful life– Could be replaced or just ended– Could be a project in itself
“PMI” is a registered trade and service mark of the Project Management Institute, Inc.
©2008 Permission is granted to PMI for Congress attendee use only
Another View
• Business Analyst Times– Robert K. Wysocki– Series of articles and blogs– Suggested role and responsibilities
“PMI” is a registered trade and service mark of the Project Management Institute, Inc.
©2008 Permission is granted to PMI for Congress attendee use only
BA Role: The Future
Enterprise Analysis
Strategic Planning Requirements Design
Construction Test DeliverOperations
& Maintenance
Deactivate
“PMI” is a registered trade and service mark of the Project Management Institute, Inc.
©2008 Permission is granted to PMI for Congress attendee use only
BA Role: The Past
AnalysisElicitation SpecificationDocumentation
& Validation
Requirements PhaseRequirements Phase
“PMI” is a registered trade and service mark of the Project Management Institute, Inc.
©2008 Permission is granted to PMI for Congress attendee use only
Questions
“PMI” is a registered trade and service mark of the Project Management Institute, Inc.
©2008 Permission is granted to PMI for Congress attendee use only
Contact Information
Name: Don J. Wessels, PMP
E-mail: [email protected]
Phone: 615-397-9968
Session #: ISS04
