Category Archives: Techniques

Tactical techniques for doing your job.

Templates and Processes

The question often arises as to whether templates and processes are too restrictive, or even unattainable, because “every project/client is different”. Here are 5 reasons why I think exactly the opposite is true.

Continue Reading »

5 Tips For Making it Past the Phone Screen

Over the course of my career, I have had the opportunity to be part of the recruiting process for hiring Business Analysts for a few companies I’ve worked for. Most recently, I have spent the last 3-4 weeks up to my eyebrows trying to find senior BAs to join our quickly growing team. Having screened…

Continue Reading »

Sometimes the 28th Time’s a Charm

Remember, requirements are the what but not the how. And it’s our job as business analysts to help our clients remember that what we really need to understand is their what, and that it’s our job to find the how.

But sometimes you have to remind them of that.

And sometimes it takes 28 times.

Continue Reading »

Knowledge Transfer Tips – From The Departing Employee’s Side

Don’t waste a single day of your knowledge transfer time! Here are some tips when you are the departing employee.

Continue Reading »

Weekly Wrap Up: Incident Tickets, Stepping Up, FAQs, Compliments, Kids & Clouds

Weekly Wrap Up: Incident Tickets, Stepping Up, FAQs, Compliments, Kids & Clouds

Continue Reading »

Do You Have a Parking Lot?

Parking Lot Sign

One of the challenges of facilitating meetings is keeping the group focused and on track. If you don’t stay on topic, you could end up spending a lot of time but not actually accomplishing your goals. One technique you can use to help keep the discussion on topic is to utilize a Parking Lot.

Continue Reading »

Engaging Project Stakeholders (Part 5) – Requirements Work Plan

Preparing the Requirements Work Plan gives you a chance to take a step back, analyze the scope of work, and determine the best techniques and approach to facilitating the requirements work.

Continue Reading »

Engaging Project Stakeholders (Part 4) – The Requirements Kick Off

So, we’ve had the Project Kick Off and now it’s time to start digging in to those requirements, right? Not quite yet. While the Project Kick Off sets the overarching framework of what to expect, the Requirements Kick Off prepares stakeholders for what is happening right now.

Continue Reading »

Make Your Document’s Head and Feet Work Too

iStock_000014736388XSmall cropped

Have you ever reviewed a printed version of a document and had to do a little work to figure out what you were looking at? Have you dropped a stack of papers and couldn’t figure out how they went back together? How do you know if you’re looking at the most current version of that document? All of these problems can be easily solved by using smart headers and footers.

Continue Reading »

Process Flow Basics

There are various types of diagrams and techniques, some with more formal usage conventions than others. And there are some pretty slick tools that can help you simulate processes…but what if you don’t know how to use the formal techniques yet? What if you don’t have fancy tools?

You can still be very effective using two basic shapes and some arrows.

Continue Reading »