Plan and monitor business analysis






Plan and monitor business analysis activities in an ICT environment



First published 2020

RTO Works

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IT Works is a series of training and assessment resources developed for qualifications within the Information and Communications Technology Training Package.











Section 1: Establish business analysis approach  5

Section 2: Plan business analysis activities and communication  8

Section 3: Manage business analysis  12





Student name:  
Business this assessment is based on:  
Business analysis initiative 1:  
Business analysis initiative 2:  
Numeric and Financial data:  




Section 1: Establish business analysis approach

Provide business overview

Provide an overview of the business, including:

·           name of business

·           description of what the business does.

Describe business analysis initiatives

Describe the two selected ICT business analysis initiatives associated with the business. Include:

·           a brief outline of each initiative, including:

o     the type of ICT project

o     a description of the initiative

·           an explanation of how each initiative supports the organisation’s vision and strategy

·           an appropriate business analysis tool to illustrate and fully define the initiative (e.g. SWAT analysis)

·           two objectives of each initiative.

Legislative and organisational requirements

Establish the legislative and organisational requirements related to each complex issue, including:

·           a summary of the relevant legislation

·           a summary of applicable standards

·           a summary of the associated organisational policies and procedures

Attach any relevant policies to your portfolio.

Identify stakeholders

Produce a complete list of everyone involved in, affected by or responsible for each initiative. In your answer:

·           use an appropriate business analysis technique (e.g. affinity diagrams) to identify all stakeholders

·           establish a list of internal and external key stakeholders, including:

o     the use of an appropriate technique (e.g. power/interest grid)

o     who they are and how they relate to the initiative

o     which stakeholders have authority over business analysis activities

·           explain how you will identify and deal with new stakeholders throughout the duration of each initiative.

Establish process needs

Use standards and policies/procedures to establish organisational process needs applicable to each business analysis initiative, including:

·           Relevant personnel

·           Engagement with personnel to obtain information on how work will be completed (e.g. draft email and minutes of meeting)

·           A description of an appropriate project management method or tool to support the business analysis initiative.

Attach proof of engagement with staff to your portfolio.

Plan execution of activities

Plan the execution of business analysis activities according to organisational requirements for each initiative.


 Attach: Organisational policies and procedures
Proof of engagement with staff




Section 2: Plan business analysis activities and communication

Summarise the outcomes of the stakeholder meetings

Summarise the meetings with key stakeholders for each initiative, including:

·           stakeholder attitudes towards the initiative

·           at least two risks associated with the stakeholders

·           decide how to best mitigate the identified risk

·           at least three business analysis deliverables, including:

o     the deliverable

o     tasks/activities associated with the deliverable

o     the use of a technique/tool to outline the activities performed by the business analyst and when (e.g. project schedule)

·           stakeholder requirements, including:

o     list of requirements

o     explanation of the tool or technique used to illicit requirements

Attach proof of the technique used during the meeting to illicit requirements.

Determine business analysis scope

Scope business analysis activities for each initiative, considering:

·           deliverables and activities approved at the stakeholder meeting

·           acceptance criteria, level of detail, level of formality and frequency

·           how risks identified in Section 1 can be mitigated

·           how to address competing demands.

Develop estimates for business analysis work

Use an appropriate technique to estimate business analysis work, including the use of numeric and financial information and mathematical calculations.


Plan internal and external stakeholder communication for each initiative, considering for each stakeholder:

·           how to:

o     receive information

o     distribute information

o     access information

o     update information

o     escalate information

·           Communication constraints (list at least two)

Plan business analysis performance management

Plan business analysis performance. Include:

·           at least three metrics to measure work performed by business analyst

·           reporting format.

Develop a requirements management process.

Develop a requirements management process by establishing a requirements repository, including:

·           Description of the repository

·           Attributes to be captured

·           Outline of the need and process for traceability considering applicable factors

·           Requirements change process

Prepare for stakeholder meeting

Prepare for the stakeholder meetings (e.g.  by updating the project schedules).

Attach proof.

Prepare for business analyst meeting

Evaluate the business analyst’s performance against pre-determined metrics and identify any problems or areas of improvement. Use the format determined previously in this section.

If applicable, use the Performance Evaluation Template.

Attach proof.

 Attach: Proof of requirements tool/technique used in stakeholder meeting
Preparation for stakeholder meeting (e.g. project schedule)
Business analyst performance evaluation




Section 3: Manage business analysis

Summarise the outcomes of the stakeholder meetings

Summarise the meetings with stakeholders, including:

·           any changed positions or requirements the stakeholders may have

·           identify any new stakeholders

Explain how the changed positions/requirements will be managed.

Summarise business analyst meeting

Summarise what was discussed at the business analyst performance management meeting. In you answer include:

·           A summary of the discussion

·           Corrective actions required

Confirm recommendations

Confirm the recommendations made during the performance management evaluation using an appropriate communication channel (e.g. updated project schedule, email).

Attach proof.

Problem solving

Explain how you managed problem solving for business analysis activities drawing on your existing experience.


 Attach: Proof of confirmation of performance evaluation recommendation