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5 Top Mistakes
               Management Makes
               With BA Performance
              Measurement Programs

                (and How to Avoid Them)

Permission is given for you to distribute, remix, tweak, and build upon this work,
   even commercially, as long as you credit the author for the original creation.

Adriana Beal - http://bealprojects.com - 7/15/2011
Slides from the presentation given as guest
   speaker for the general meeting of the
   IIBA Central Texas Austin Chapter in July 15,
   2011.


   (Notes added for stand-alone distribution.)




Adriana Beal - http://bealprojects.com - 7/15/2011
1. Failing to identify performance
 improvement objectives before
    selecting your measures




Adriana Beal - http://bealprojects.com - 7/15/2011
Define your performance
   improvement objectives first

    In the children's book Alice in Wonderland, Alice
    had no idea where to go. When she asks the
    Cheshire cat which road she should take, the
    magical cat gives her the helpful reminder to pin
    down your destination first.




Adriana Beal - http://bealprojects.com - 7/15/2011
Define your performance
   improvement objectives first

    Always start from the concerns you have, and
    future state you want to achieve before you
    starting choosing metrics for your performance
    measurement system.




Adriana Beal - http://bealprojects.com - 7/15/2011
An effective way of identifying appropriate performance
    improvement objectives is to listen to your business and
    technical stakeholders. Are there complaints about the
    time it is taking to complete the requirements for new
    projects? Do developers end up ignoring requirements
    documents and relying on conversations with
    stakeholders or on test plans to better understand
    software requirements? Such issues are excellent
    starting points for establishing good objectives for a
    performance improvement program for your business
    analysts.



Adriana Beal - http://bealprojects.com - 7/15/2011
2. Succumbing
                                                     to the tyranny of
                                                       conformance




                                                 Photo by imallergic:
                                                 http://www.flickr.com/photos/11638547
                                                 @N00/4036051156/




Adriana Beal - http://bealprojects.com - 7/15/2011
Too much emphasis on adherence to documentation standards will
  have individuals working toward this objective at the expense of
  much more important goals. As a commenter pointed out in
  this article from Bridging the Gap,

  “If we have one set of measurements for everyone, then we will end
  up asking some teams to produce documentation just so we can
  measure it, and not because the documentation is needed for the
  project! I have personally experienced this (unfortunately it has been
  often in recent years), where I was REQUIRED to produce
  documentation that was useless for the project, but had to exist so
  that measurements could be made of my team’s effectiveness.”



Adriana Beal - http://bealprojects.com - 7/15/2011
Source: “The business analyst: The pivotal IT role of the future”. Hewlett-Packard, 4AA1-5102ENE, October 2007



Adriana Beal - http://bealprojects.com - 7/15/2011
Project sizing grid


                                                     Projects come in
                                                         all sizes
                                                      and shapes...




Adriana Beal - http://bealprojects.com - 7/15/2011
Metrics about compliance with requirements documentation
  standards are rarely needed.

  Managers should be focusing instead on fostering true
  understanding of the necessary processes and policies by
  means of training, coaching and mentoring.

  When adherence to documentation is truly relevant for
  performance improvement, this objective should be
  measured against specific agreements, rather than
  against a generic set of standards that may not be
  applicable to all projects.



Adriana Beal - http://bealprojects.com - 7/15/2011
3. Measuring “long work”
      instead of “hard work”




   http://sethgodin.typepad.com/seths_blog/2011/05/hard-work-vs-long-work.html

Adriana Beal - http://bealprojects.com - 7/15/2011
Measuring long work (e.g., total number of requirements, number of
 documents produced, or hours worked) is much easier than measuring hard
 work – the work that avoids the consequences of failing to identify the
 correct business problem, or producing incomplete or ambiguous
 requirements—such as building a software product that is not fit for purpose.

 A business analyst who identifies a simpler solution for a design that has
 become unnecessarily complex, reducing costs with development and
 testing and increasing end-user satisfaction, will be providing more value
 than another BA that is producing twice as many documents.

 Measuring hard work instead of long work helps you prove to senior
 management how business analysts create value for your organization.




Adriana Beal - http://bealprojects.com - 7/15/2011
4. Using
                                                      performance
                                                     measurement
                                                     for motivating
                                                      or controlling
                                                        behavior


                                            Photo by I'm George
                                            http://www.flickr.com/photos/imgeorge/5777469905/



Adriana Beal - http://bealprojects.com - 7/15/2011
We all know the consequences of using performance measures
   to punish or reward behavior: it tunnels employee vision,
   reduces the urge to experiment, causes sub-optimization, and
   leads to gaming, creative accounting, and fraud.


   There is a much better use for an individual performance
   measurement system: to help business analysts and their
   managers scale successes, and in the case of failed
   performance, go from “we have a problem” to “there is a
   performance problem, and this part is caused by an inadequate
   process, this by a competence gap, and this by lack of
   management support for the BA work”.




Adriana Beal - http://bealprojects.com - 7/15/2011
5. Forgetting to provide frequent
       feedback to individual BAs




Adriana Beal - http://bealprojects.com - 7/15/2011
Purpose of feedback:

- Continue positive behavior
- Change/adjust ineffective behavior patterns

  Many managers save feedback for their annual performance reviews, but to be
  effective, feedback about individual performance must be frequent and consistent.

  BAs and their managers should be having frequent discussions about current
  performance levels and trends.

  In effective feedback processes, business analysts learn what they need to do
  differently to achieve the expected results, managers learn what type of guidance,
  support and oversight the BA needs to get there, and everybody develops a clear
  understanding of what must be done to solve problems and scale successes.




Adriana Beal - http://bealprojects.com - 7/15/2011
Final words
   Instead of forgoing the benefits of individual
   performance measurement just to avoid the misuse of
   performance data, managers should be working on
   eliminating the causes of dysfunctional performance
   measurement initiatives by definining clear
   improvement objectives, identifying the metrics
   that matter most for these performance objetives,
   and ensuring that metrics are used for learning and
   improving, rather than for controlling or motivating
   behavior.


Adriana Beal - http://bealprojects.com - 7/15/2011

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5 Top Mistakes Manager Make with Performance Measurement Programs for Business Analysts

  • 1. 5 Top Mistakes Management Makes With BA Performance Measurement Programs (and How to Avoid Them) Permission is given for you to distribute, remix, tweak, and build upon this work, even commercially, as long as you credit the author for the original creation. Adriana Beal - http://bealprojects.com - 7/15/2011
  • 2. Slides from the presentation given as guest speaker for the general meeting of the IIBA Central Texas Austin Chapter in July 15, 2011. (Notes added for stand-alone distribution.) Adriana Beal - http://bealprojects.com - 7/15/2011
  • 3. 1. Failing to identify performance improvement objectives before selecting your measures Adriana Beal - http://bealprojects.com - 7/15/2011
  • 4. Define your performance improvement objectives first In the children's book Alice in Wonderland, Alice had no idea where to go. When she asks the Cheshire cat which road she should take, the magical cat gives her the helpful reminder to pin down your destination first. Adriana Beal - http://bealprojects.com - 7/15/2011
  • 5. Define your performance improvement objectives first Always start from the concerns you have, and future state you want to achieve before you starting choosing metrics for your performance measurement system. Adriana Beal - http://bealprojects.com - 7/15/2011
  • 6. An effective way of identifying appropriate performance improvement objectives is to listen to your business and technical stakeholders. Are there complaints about the time it is taking to complete the requirements for new projects? Do developers end up ignoring requirements documents and relying on conversations with stakeholders or on test plans to better understand software requirements? Such issues are excellent starting points for establishing good objectives for a performance improvement program for your business analysts. Adriana Beal - http://bealprojects.com - 7/15/2011
  • 7. 2. Succumbing to the tyranny of conformance Photo by imallergic: http://www.flickr.com/photos/11638547 @N00/4036051156/ Adriana Beal - http://bealprojects.com - 7/15/2011
  • 8. Too much emphasis on adherence to documentation standards will have individuals working toward this objective at the expense of much more important goals. As a commenter pointed out in this article from Bridging the Gap, “If we have one set of measurements for everyone, then we will end up asking some teams to produce documentation just so we can measure it, and not because the documentation is needed for the project! I have personally experienced this (unfortunately it has been often in recent years), where I was REQUIRED to produce documentation that was useless for the project, but had to exist so that measurements could be made of my team’s effectiveness.” Adriana Beal - http://bealprojects.com - 7/15/2011
  • 9. Source: “The business analyst: The pivotal IT role of the future”. Hewlett-Packard, 4AA1-5102ENE, October 2007 Adriana Beal - http://bealprojects.com - 7/15/2011
  • 10. Project sizing grid Projects come in all sizes and shapes... Adriana Beal - http://bealprojects.com - 7/15/2011
  • 11. Metrics about compliance with requirements documentation standards are rarely needed. Managers should be focusing instead on fostering true understanding of the necessary processes and policies by means of training, coaching and mentoring. When adherence to documentation is truly relevant for performance improvement, this objective should be measured against specific agreements, rather than against a generic set of standards that may not be applicable to all projects. Adriana Beal - http://bealprojects.com - 7/15/2011
  • 12. 3. Measuring “long work” instead of “hard work” http://sethgodin.typepad.com/seths_blog/2011/05/hard-work-vs-long-work.html Adriana Beal - http://bealprojects.com - 7/15/2011
  • 13. Measuring long work (e.g., total number of requirements, number of documents produced, or hours worked) is much easier than measuring hard work – the work that avoids the consequences of failing to identify the correct business problem, or producing incomplete or ambiguous requirements—such as building a software product that is not fit for purpose. A business analyst who identifies a simpler solution for a design that has become unnecessarily complex, reducing costs with development and testing and increasing end-user satisfaction, will be providing more value than another BA that is producing twice as many documents. Measuring hard work instead of long work helps you prove to senior management how business analysts create value for your organization. Adriana Beal - http://bealprojects.com - 7/15/2011
  • 14. 4. Using performance measurement for motivating or controlling behavior Photo by I'm George http://www.flickr.com/photos/imgeorge/5777469905/ Adriana Beal - http://bealprojects.com - 7/15/2011
  • 15. We all know the consequences of using performance measures to punish or reward behavior: it tunnels employee vision, reduces the urge to experiment, causes sub-optimization, and leads to gaming, creative accounting, and fraud. There is a much better use for an individual performance measurement system: to help business analysts and their managers scale successes, and in the case of failed performance, go from “we have a problem” to “there is a performance problem, and this part is caused by an inadequate process, this by a competence gap, and this by lack of management support for the BA work”. Adriana Beal - http://bealprojects.com - 7/15/2011
  • 16. 5. Forgetting to provide frequent feedback to individual BAs Adriana Beal - http://bealprojects.com - 7/15/2011
  • 17. Purpose of feedback: - Continue positive behavior - Change/adjust ineffective behavior patterns Many managers save feedback for their annual performance reviews, but to be effective, feedback about individual performance must be frequent and consistent. BAs and their managers should be having frequent discussions about current performance levels and trends. In effective feedback processes, business analysts learn what they need to do differently to achieve the expected results, managers learn what type of guidance, support and oversight the BA needs to get there, and everybody develops a clear understanding of what must be done to solve problems and scale successes. Adriana Beal - http://bealprojects.com - 7/15/2011
  • 18. Final words Instead of forgoing the benefits of individual performance measurement just to avoid the misuse of performance data, managers should be working on eliminating the causes of dysfunctional performance measurement initiatives by definining clear improvement objectives, identifying the metrics that matter most for these performance objetives, and ensuring that metrics are used for learning and improving, rather than for controlling or motivating behavior. Adriana Beal - http://bealprojects.com - 7/15/2011