Plan Business Analysis Approach


The purpose of Plan Business Analysis Approach is to define an appropriate method to conduct business analysis activities.


Business analysis approaches describe the overall method that will be followed when performing business analysis work on a given initiative, how and when tasks will be performed, and the deliverables that will be produced.

The business analyst may also identify an initial set of techniques to use. This list may change as the initiative proceeds and the business analyst gains a deeper understanding of the change and its stakeholders.

The business analysis approach may be defined by a methodology or by organizational standards. Where a standard approach exists, it may be tailored to the needs of a specific initiative. If organizational standards do not exist, the business analyst works with the appropriate stakeholders to determine how the work will be completed.

The business analysis approach should:

  • align to the overall goals of the change,
  • coordinate the business analysis tasks with the activities and deliverables of the overall change,
  • include tasks to manage any risks that could reduce the quality of business analysis deliverables or impede task efficiency, and
  • leverage approaches and select techniques and tools that have historically worked well.
  • Needs
  • Elements:
    • Planning Approach
    • Formality and Level of Detail of Business Analysis Deliverables
    • Business Analysis Activities
    • Timing of Business Analysis Work
    • Complexity and Risk
    • Acceptance
    Guidelines and Tools:
    • Business Analysis Performance Assessment
    • Business Policies
    • Expert Judgment
    • Methodologies and Frameworks
    • Stakeholder Engagement Approach
  • Brainstorming
  • Business Cases
  • Document Analysis
  • Estimation
  • Financial Analysis
  • Functional Decomposition
  • Interviews
  • Item Tracking
  • Lessons Learned
  • Process Modelling
  • Reviews
  • Risk Analysis and Management
  • Scope Modelling
  • Survey or Questionnaire
  • Workshops
  • Stakeholders:

    Domain Subject Matter Expert: can be a source of risk when their involvement is required and availability is lacking. The approach taken may depend on availability and level of their involvement with the initiative.

    Project Manager: determines that the approach is realistic for the overall schedule and timelines. The business analysis approach must be compatible with other activities.

    Regulator: may be needed to provide approval for aspects of the business analysis approach or decisions made in tailoring the process, especially in organizations where the business analysis process is audited.

    Sponsor: can provide needs and objectives for the approach and ensures that organizational policies are followed. The selected approach may depend on availability and involvement with the initiative.

  • Business Analysis Approach
  • Knowledge Area:
  • Business Analysis Planning and Monitoring