midterm_two

== CHAPTER 2: BUSINESS ANALYSIS - THE DRIVING FORCE BEHIND THE HPI PROCESS KEY POINTS: ® BA is the process of identifying and clarifying key organizational, goals, targets, or needs ® BA tells you what matters most to the organization you’re working with ® A BA includes identifying important goals for the appropriate business unit, clarifying that these are appropriate goals, and determining how specific and measurable they are ® A proper BA should produce goals that you believe (and your clients agree) represent critical targets for the organization or business unit ® The three stages of the BA process are entry, data collection, and agreement ® Develop in advance a series of questions to ask if you want to ensure a proper business analysis · BA is the start of HPI process <span style="font-family: Symbol; mso-bidi-font-family: Symbol; mso-fareast-font-family: Symbol; msobidifontfamily: Symbol; msofareastfontfamily: Symbol; msolist: Ignore;">· <span style="font-family: 'Arial Narrow','sans-serif';">BA drives the HPI process BUSINESS ANALYSIS: <span style="font-family: Symbol; mso-bidi-font-family: Symbol; mso-fareast-font-family: Symbol; msobidifontfamily: Symbol; msofareastfontfamily: Symbol; msolist: Ignore;">· <span style="font-family: 'Arial Narrow','sans-serif';">The process of identifying and clarifying primary organizational goals, targets, or needs. BUSINESS GOALS VS. NEEDS: · GOALS: <span style="font-family: 'Arial Narrow','sans-serif';">target, // objective // or strategic priority w/in the org or business unit · NEEDS:<span style="font-family: 'Arial Narrow','sans-serif';"> the // gap // that exists btw the present status of the business (current business results) and the business goal (the intended or desired results.) WHY A BA? <span style="font-family: Symbol; mso-bidi-font-family: Symbol; mso-fareast-font-family: Symbol; msobidifontfamily: Symbol; msofareastfontfamily: Symbol; msolist: Ignore;">· <span style="font-family: 'Arial Narrow','sans-serif';">The importance of a Needs Assessment <span style="font-family: 'Courier New'; mso-fareast-font-family: 'Courier New'; msofareastfontfamily: 'Courier New'; msolist: Ignore;">o <span style="font-family: 'Arial Narrow','sans-serif';">To ensure training fits the culture of the group <span style="font-family: 'Courier New'; mso-fareast-font-family: 'Courier New'; msofareastfontfamily: 'Courier New'; msolist: Ignore;">o <span style="font-family: 'Arial Narrow','sans-serif';">Verifies that a perf problem exists as the client claims <span style="font-family: Symbol; mso-bidi-font-family: Symbol; mso-fareast-font-family: Symbol; msobidifontfamily: Symbol; msofareastfontfamily: Symbol; msolist: Ignore;">· <span style="font-family: 'Arial Narrow','sans-serif';">Reveals what is important to the org <span style="font-family: Symbol; mso-bidi-font-family: Symbol; mso-fareast-font-family: Symbol; msobidifontfamily: Symbol; msofareastfontfamily: Symbol; msolist: Ignore;">· <span style="font-family: 'Arial Narrow','sans-serif';">BA is important to HPI because: <span style="font-family: 'Courier New'; mso-fareast-font-family: 'Courier New'; msofareastfontfamily: 'Courier New'; msolist: Ignore;">o <span style="font-family: 'Arial Narrow','sans-serif';">Bus goals are the drivers for the org <span style="font-family: 'Courier New'; mso-fareast-font-family: 'Courier New'; msofareastfontfamily: 'Courier New'; msolist: Ignore;">o <span style="font-family: 'Arial Narrow','sans-serif';">BA determines what perf issues are imp and how to allocate resources wisely DISSECTING BA <span style="font-family: Symbol; mso-bidi-font-family: Symbol; mso-fareast-font-family: Symbol; msobidifontfamily: Symbol; msofareastfontfamily: Symbol; msolist: Ignore;">· <span style="font-family: 'Arial Narrow','sans-serif';">Consists of 3 tasks: <span style="font-family: 'Arial Narrow','sans-serif'; mso-bidi-font-family: 'Arial Narrow'; mso-fareast-font-family: 'Arial Narrow'; msobidifontfamily: 'Arial Narrow'; msofareastfontfamily: 'Arial Narrow'; msolist: Ignore;">1. <span style="font-family: 'Arial Narrow','sans-serif';">Id imp goals for the appropriate bus unit <span style="font-family: 'Arial Narrow','sans-serif'; mso-bidi-font-family: 'Arial Narrow'; mso-fareast-font-family: 'Arial Narrow'; msobidifontfamily: 'Arial Narrow'; msofareastfontfamily: 'Arial Narrow'; msolist: Ignore;">2. <span style="font-family: 'Arial Narrow','sans-serif';">Clarify that these are appropriate goals <span style="font-family: 'Arial Narrow','sans-serif'; mso-bidi-font-family: 'Arial Narrow'; mso-fareast-font-family: 'Arial Narrow'; msobidifontfamily: 'Arial Narrow'; msofareastfontfamily: 'Arial Narrow'; msolist: Ignore;">3. <span style="font-family: 'Arial Narrow','sans-serif';">Determine how specific and measurable the goals are <span style="font-family: Symbol; mso-bidi-font-family: Symbol; mso-fareast-font-family: Symbol; msobidifontfamily: Symbol; msofareastfontfamily: Symbol; msolist: Ignore;">· <span style="font-family: 'Arial Narrow','sans-serif';">Gather industry and business-related information on issues such as: <span style="font-family: 'Arial Narrow','sans-serif'; mso-bidi-font-family: 'Arial Narrow'; mso-fareast-font-family: 'Arial Narrow'; msobidifontfamily: 'Arial Narrow'; msofareastfontfamily: 'Arial Narrow'; msolist: Ignore;">1. <span style="font-family: 'Arial Narrow','sans-serif';">Ext and int factors that shape bus goals <span style="font-family: 'Arial Narrow','sans-serif'; mso-bidi-font-family: 'Arial Narrow'; mso-fareast-font-family: 'Arial Narrow'; msobidifontfamily: 'Arial Narrow'; msofareastfontfamily: 'Arial Narrow'; msolist: Ignore;">2. <span style="font-family: 'Arial Narrow','sans-serif';">Org rationale for those goals <span style="font-family: 'Arial Narrow','sans-serif'; mso-bidi-font-family: 'Arial Narrow'; mso-fareast-font-family: 'Arial Narrow'; msobidifontfamily: 'Arial Narrow'; msofareastfontfamily: 'Arial Narrow'; msolist: Ignore;">3. <span style="font-family: 'Arial Narrow','sans-serif';">Significant trends and forces w/in the industry <span style="font-family: 'Arial Narrow','sans-serif'; mso-bidi-font-family: 'Arial Narrow'; mso-fareast-font-family: 'Arial Narrow'; msobidifontfamily: 'Arial Narrow'; msofareastfontfamily: 'Arial Narrow'; msolist: Ignore;">4. <span style="font-family: 'Arial Narrow','sans-serif';">Relevant strategies to attain bus goals ASSESSING YOUR BA <span style="font-family: Symbol; mso-bidi-font-family: Symbol; mso-fareast-font-family: Symbol; msobidifontfamily: Symbol; msofareastfontfamily: Symbol; msolist: Ignore;">· <span style="font-family: 'Arial Narrow','sans-serif';">Effective BA? <span style="font-family: 'Arial Narrow','sans-serif'; mso-bidi-font-family: 'Arial Narrow'; mso-fareast-font-family: 'Arial Narrow'; msobidifontfamily: 'Arial Narrow'; msofareastfontfamily: 'Arial Narrow'; msolist: Ignore;">1. <span style="font-family: 'Arial Narrow','sans-serif';">Produced a goal that you believe and your clients agree with <span style="font-family: Wingdings; mso-bidi-font-family: Wingdings; mso-fareast-font-family: Wingdings; msobidifontfamily: Wingdings; msofareastfontfamily: Wingdings; msolist: Ignore;">§ <span style="font-family: 'Arial Narrow','sans-serif';">Goal(s) should be: <span style="font-family: Symbol; mso-bidi-font-family: Symbol; mso-fareast-font-family: Symbol; msobidifontfamily: Symbol; msofareastfontfamily: Symbol; msolist: Ignore;">· <span style="font-family: 'Arial Narrow','sans-serif';">Measurable <span style="font-family: 'Courier New'; mso-fareast-font-family: 'Courier New'; msofareastfontfamily: 'Courier New'; msolist: Ignore;">o <span style="font-family: 'Arial Narrow','sans-serif';">Able to track progress and evaluate results <span style="font-family: Symbol; mso-bidi-font-family: Symbol; mso-fareast-font-family: Symbol; msobidifontfamily: Symbol; msofareastfontfamily: Symbol; msolist: Ignore;">· <span style="font-family: 'Arial Narrow','sans-serif';">Time-bound <span style="font-family: 'Courier New'; mso-fareast-font-family: 'Courier New'; msofareastfontfamily: 'Courier New'; msolist: Ignore;">o <span style="font-family: 'Arial Narrow','sans-serif';">When the goal should be reached <span style="font-family: Symbol; mso-bidi-font-family: Symbol; mso-fareast-font-family: Symbol; msobidifontfamily: Symbol; msofareastfontfamily: Symbol; msolist: Ignore;">· <span style="font-family: 'Arial Narrow','sans-serif';">Output-focused <span style="font-family: Symbol; mso-bidi-font-family: Symbol; mso-fareast-font-family: Symbol; msobidifontfamily: Symbol; msofareastfontfamily: Symbol; msolist: Ignore;">· <span style="font-family: 'Arial Narrow','sans-serif';">Important and relevant to the client <span style="font-family: 'Courier New'; mso-fareast-font-family: 'Courier New'; msofareastfontfamily: 'Courier New'; msolist: Ignore;">o <span style="font-family: 'Arial Narrow','sans-serif';">Org believes that progress in that area would constitute success What NOT to do: <span style="font-family: Symbol; mso-bidi-font-family: Symbol; mso-fareast-font-family: Symbol; msobidifontfamily: Symbol; msofareastfontfamily: Symbol; msolist: Ignore;">· <span style="font-family: 'Arial Narrow','sans-serif';">Assume bcs knowledge and skills are good for the org that our actions to improve knowledge and skills will help the org reach its bus goals <span style="font-family: Symbol; mso-bidi-font-family: Symbol; mso-fareast-font-family: Symbol; msobidifontfamily: Symbol; msofareastfontfamily: Symbol; msolist: Ignore;">· <span style="font-family: 'Arial Narrow','sans-serif';">Take it for granted that the client knows the org best or that you can trust the client’s conclusions about bus needs or priorities <span style="font-family: Symbol; mso-bidi-font-family: Symbol; mso-fareast-font-family: Symbol; msobidifontfamily: Symbol; msofareastfontfamily: Symbol; msolist: Ignore;">· <span style="font-family: 'Arial Narrow','sans-serif';">Try to rationalize a bus need for a particular intervention

<span style="font-family: 'Arial Narrow','sans-serif'; mso-bidi-font-family: 'Arial Narrow'; mso-fareast-font-family: 'Arial Narrow'; msobidifontfamily: 'Arial Narrow'; msofareastfontfamily: 'Arial Narrow'; msolist: Ignore;">2. <span style="font-family: 'Arial Narrow','sans-serif';">Provide you with a better understanding and background of the org strategy and bus env <span style="font-family: Wingdings; mso-bidi-font-family: Wingdings; mso-fareast-font-family: Wingdings; msobidifontfamily: Wingdings; msofareastfontfamily: Wingdings; msolist: Ignore;">§ <span style="font-family: 'Arial Narrow','sans-serif';">Org rationale behind the goal <span style="font-family: Wingdings; mso-bidi-font-family: Wingdings; mso-fareast-font-family: Wingdings; msobidifontfamily: Wingdings; msofareastfontfamily: Wingdings; msolist: Ignore;">§ <span style="font-family: 'Arial Narrow','sans-serif';">Other org goals <span style="font-family: Wingdings; mso-bidi-font-family: Wingdings; mso-fareast-font-family: Wingdings; msobidifontfamily: Wingdings; msofareastfontfamily: Wingdings; msolist: Ignore;">§ <span style="font-family: 'Arial Narrow','sans-serif';">Other strategies previously tried