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BA - PM - Scoping Checklist

This document provides a scoping checklist for business analysts and project managers to use when collaborating on a new project. The checklist includes questions about understanding the problem and desired outcomes, assessing value and risks, identifying assumptions and potential changes, stakeholders involved, impacted users and business processes, and any new or changed data needs. The comprehensive set of questions is meant to reduce ambiguity and ensure the root causes are addressed.

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Vishal Mandhyan
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28 views2 pages

BA - PM - Scoping Checklist

This document provides a scoping checklist for business analysts and project managers to use when collaborating on a new project. The checklist includes questions about understanding the problem and desired outcomes, assessing value and risks, identifying assumptions and potential changes, stakeholders involved, impacted users and business processes, and any new or changed data needs. The comprehensive set of questions is meant to reduce ambiguity and ensure the root causes are addressed.

Uploaded by

Vishal Mandhyan
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
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Business Analyst and Project Manager Collaboration

with Angela Wick

Scoping Checklist
Context and Needs
• What is the problem/opportunity we are trying to solve?
• Who are we trying to solve the problem/opportunity for?
• How does this problem/opportunity impact the end customer?
• • How confident are we that we understand the root cause?
• What options and alternatives have been discussed?
• Is the project looking to change customer behaviors?
• Is the project looking to change internal user behaviors?

Value Analysis
• Are we looking to reduce costs? In what ways? And for whom?
• How will it be measured?
• Are we looking to increase revenue?
• Are we looking to reduce risks? Which risks?
• Are we looking to be more competitive? In what ways?
• Are we looking to save someone time?
• Are we looking to provide something to customers that they don’t currently have today?
• Are we looking to improve the customer experience with the organization, service, or product?
In what ways and how will it be measured?
• Are we looking to simply meet a compliance requirement? Or meet it better than competitors?
Or meet it while improving the touch point with customers?
• What business outcomes are we looking to achieve?

Ambiguity and Change


• What are the major assumptions we or the stakeholders are making?
• What are the major risks from the perspective of the various teams involved?
• What hypothesis do we have about the project goals?
• What experiments need to be done to learn and reduce ambiguity?
• What is most likely to change during the project? (For example, requirements, regulations,
stakeholders, technology, strategy, external parties)

Business Analyst and Project Manager Collaboration with Angela Wick 1 of 2


Business Analyst and Project Manager Collaboration
with Angela Wick

Stakeholders
• Who is the sponsor? How engaged and available are they?
• Is the sponsor’s vision clear?
• What groups will be impacted and how? Where are they located?
• What groups and users will need to change, and how?
• What groups and users will see or experience something different as a result of the project?
• What end-customer touch points may change or are at risk?
• What external organizations, vendors, experts, and government bodies need to be consulted?

Users
• Will any users see or experience differences in their interactions with the technology or process?
• List the users and the specific changes.

Business Processes
• What business processes are impacted, and how?
• What users and user interactions/goals will change?
• What technologies are known to be part of these business processes?
• Are there new rules that will impact the process?
• Are job descriptions or responsibilities changing for anyone?

Data
• Is there any new data needed to make the process successful?
• Is any new data needed to be transmitted outside the organization?
• Is any new data coming into the organization?
• Are there any expected changes to existing data?

Business Analyst and Project Manager Collaboration with Angela Wick 2 of 2

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