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Industry Articles

"Our company uses your excellent article, 'Demystifying Requirements Through Use Cases' by Elizabeth Larson and Richard Larson, as an appendix in an in-house course titled "Use Case Modeling."

This article has a practical orientation, and directly supports many of the concepts that we would like to reinforce."

Software Engineering Training Manager,
Large Telecommunications Company

Watermark Learning offers valuable industry articles on timely topics and issues affecting business analysts and project management professionals.To read any of our articles in their entirety, you must be logged in as a Watermark Learning Member.

Articles are tagged with a PM (Project Management Skills), BA (Business Analysis Skills) or IS (Influencing Skills) icon to indicate applicable subject matter. Articles are organized alphabetically.


Business Analysis

BA Icon

Demystifying Use Case Modeling


by Elizabeth Larson, CBAP, PMP and Richard Larson, CBAP, PMP, Principals, Watermark Learning, Inc.

We all know how difficult it is to achieve project success without complete product requirements. Yet gathering complete requirements without exhausting the project schedule and budget remains elusive on many projects. In this article we will provide tips for gathering hidden requirements quickly.

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BA Icon

Foolproof Plan for Passing the CBAP® Certification Exam

by Richard Larson, CBAP, PMP, Principal, Watermark Learning, Inc.

For people dedicated to the field of business analysis, CBAP® certification is becoming the “gold standard” of the profession. Undoubtedly, many of you are either thinking about becoming certified or have already started the process. This article summarizes the CBAP® program, and how business analysts can create a foolproof plan to obtain their certification. This article provides 5 crucial steps for your plan and several tips on how to execute these steps successfully to become certified.

This article was published in Modern Analyst.

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PM icon

Using Storyboards to Get the Big Picture


by Marsha Hughes, CBAP, PMP, CSM, Watermark Learning, Inc.

A shortcoming of written requirements in any format (user stories, use cases, SRS, etc.) is that it is often difficult to visualize the process described or proposed by the requirements. This article details how to use storyboards to better define requirements and processes for more effective project flow.

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Eliciting Requirements
BA IconPM iconIS icon

101+ of the Most Effective Questions You Can Ask to Elicit Requirements and Uncover Expectations


by Elizabeth Larson, CBAP, PMP and Richard Larson, CBAP, PMP, Principals, Watermark Learning, Inc.

When eliciting requirements and uncovering expectations for a project, much of the challenge stems from learning what the business needs from the new product being built. Often times, we may not even know the right questions to ask to get started, much less get into enough depth to discover all the important needs of stakeholders. This handy guide is a summary to help you get started with your questions and to help ensure you've asked the important before and during a project.

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BA IconPM iconIS icon

Gathering Requirements: Go Away Please!


by Elizabeth Larson, CBAP, PMP and Richard Larson, CBAP, PMP, Principals, Watermark Learning, Inc.

Requirements elicitation requires building relationships and trust among project stakeholders. When trust is absent, the requirements elicitation process will take longer, be incomplete, and lead to lower morale. Although building relationships takes time and effort, it can actually shorten project time and result in improved project performance.

This article was originally published as part of the PMI® Global Congress North America Proceedings, Toronto, Canada.

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BA IconPM icon

Parallax Effect on Requirements


by Richard Larson, CBAP, PMP, and Elizabeth Larson, CBAP, PMP, Principals, Watermark Learning, Inc.

Have you ever gazed out at the stars and found it too difficult to focus on a particular one? Scientists call this the parallax effect. Too often, the same phenomenon occurs in projects—business analysts tend to focus on too few methods to elicit and analyze requirements.

In this article, we provide strategies to overcoming the parallax effect. We provide techniques you can use immediately to better define requirements so that problems may be solved efficiently.

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BA IconPM icon

Projects Without Borders: Gathering Requirements on a
Multicultural Project


by Elizabeth Larson, CBAP, PMP and Richard Larson, CBAP, PMP, Principals, Watermark Learning, Inc.

One of the most difficult tasks project managers and business analysts face is obtaining customer requirements. When the project includes multi-cultural stakeholders, particularly if they comprise a virtual team working in geographically dispersed areas, the job becomes much harder. As the world gets “flatter” and the need for collaboration beyond political borders becomes the norm, the ability for project professionals to bridge cultural gaps will become a necessary skill set. This article provides tips and techniques for project teams to do just that.

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General and Industry Trends
BA IconPM icon

Avoiding Conflict Between the PM and BA, Part I


by Elizabeth Larson, CBAP, PMP, Principal, Watermark Learning, Inc.

What are the roles of the Project Manager (PM) and the Business Analyst (BA) in the early stages of a project? The two bodies of knowledge, the BABOK® Guide 2.0 and PMBOK® Guide-Fourth Edition each allude to work being done at the beginning of the project so it is not surprising that conflict between these two roles can arise.

This article details how to avoid conflict between the PM and BA to ensure a successful project outcome.

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BA IconPM icon

Avoiding Conflict Between the PM and BA, Part II


by Elizabeth Larson, CBAP, PMP, Principal, Watermark Learning, Inc.

What are the roles of the Project Manager (PM) and the Business Analyst (BA) in the early stages of a project? In part 2 of this article, Elizabeth provides some great advice on how project managers and business analysts can work more efficiently and effectively.

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BA IconPM icon

Tips and Tricks for Facilitating Conflict Resolution


by Elizabeth Larson, CBAP, PMP Principal, Watermark Learning, Inc.

We all know that conflict is a difference of opinion and therefore neutral—neither good nor bad, Right? But try telling that to a project manager or business analyst embroiled in conflict. Conflict can threaten to destroy the team and sabotage efforts to elicit requirements. But it doesn't have to. Having a strong, neutral facilitator and a process for conflict resolution can reduce tensions and bring about a positive outcome.

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BA IconPM icon

Cultural Intelligence


by Elizabeth Larson, CBAP, PMP Principal, Watermark Learning, Inc.

There are many different types of 'intelligence'. Components of intelligence can include such things as: understanding, learning, use of language, creativity, emotion, etc. Today, the focus seems to be on cultural intelligence. In this article we look at how being more culturally aware and courteous can enhance productivity and build relationships.

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BA IconPM icon

New Year's Learning Ideas from Watermark Learning


It's the New Year—a new decade—a great time to get motivated and gear up for success! Instead of resolving to get into better shape (again), resolve to learn something new this year. In this article, we provide 10 tips to help you take full advantage of your learning potential this year.

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BA IconPM icon

Trends in Business Analysis and Project Management to Watch
for in 2009


by Elizabeth Larson, CBAP, PMP and Richard Larson, CBAP, PMP, Principals, Watermark Learning, Inc.

The close of one year tends to make one reflect on the past and ponder the future. Here we ponder some trends in the Project Management and Business Analysis fields for 2009. We invite you to read the trends we offer and ponder for yourself our advice about what project professionals can do about them.

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BA IconPM icon

Virtual World Communications


by Andrea Brockmeier, PMP

Cell phones, laptops, PDAs...these devices have distracted, disrupted or otherwise negated the impact of meetings and interfered with work focus. This article discusses some relevant research about technology and its impact on communication and productivity.

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Influencing [Selling, Consulting]
PM iconIS icon

It's Not Like Selling Pots or Pans... Or is It? A New Way of Selling Project Management to Senior Management


by Elizabeth Larson, CBAP, PMP and Richard Larson, CBAP, PMP, Principals, Watermark Learning, Inc.

Project management professionals often find themselves in situations where they have to sell things to decision makers. It might be selling a project, or a new function such as Project Management Office. By understanding critical success factors, sales “knowledge areas,” and a repeatable process, we increase our chances of success.

This article was originally published as part of the PMI® Global Congress Asia Pacific Proceedings, Bangkok, Thailand.

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BA IconPM icon

Oh No, You Gave Me What I Asked For!


by Elizabeth Larson, CBAP, PMP and Richard Larson, CBAP, PMP, Principals, Watermark Learning, Inc.

Project professionals—specifically project managers and business analysts—realize that no matter how well projects are executed, projects still fail when customer requirements are not clearly defined and customer expectations are not met.

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Project Success
PM icon

10 Critical Steps to Creating a Project Plan


by Elizabeth Larson, CBAP, PMP and Richard Larson, CBAP, PMP, Principals, Watermark Learning, Inc.

One of the critical factors for project success is having a well-developed project plan. This article provides a 10-step approach for how to create an effective project plan. It also provides a roadmap for project managers to follow and explores why it should be the project manager's primary communications and control tool throughout the project.

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PM icon

Achieve Project Success with Sponsorship and Clear Vision


by Elizabeth Larson, CBAP, PMP and Richard Larson, CBAP, PMP, Principals, Watermark Learning, Inc.

Here is a brief article that identifies five major factors leading to project success.

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BA IconPM iconIS icon

Gather Trust Then Requirements


by Elizabeth Larson, CBAP, PMP and Richard Larson, CBAP, PMP, Principals, Watermark Learning, Inc.

This article shows practical ways of building trust between project teams and stakeholders in order to achieve better project success.

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PM icon

Managing Small Projects: The Critical Steps


by Elizabeth Larson, CBAP, PMP and Richard Larson, CBAP, PMP, Principals, Watermark Learning, Inc.

If you think that executing a small project does not require advance planning, think again. This article endorses the planning process and outlines five important steps for successfully managing small projects.

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Requirements Management
BA IconPM icon

Constrain Your Way to Better Data Definitions


by Richard Larson, CBAP, PMP, Principals, Watermark Learning, Inc.

Whatever the scope or size of a project, it is likely that you'll have to deal with generating new data. This article takes a look at how to define data requirements to ensure the right data is collected and reported.

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BA IconPM icon

I Don't Have Time to Manage Requirements—
My Project is Late Already!


by Elizabeth Larson, CBAP, PMP and Richard Larson, CBAP, PMP, Principals, Watermark Learning, Inc.

Lack of a well-managed requirements process leads to common project issues, such as scope creep, cost overruns, and products that are not used. Yet many projects skim over this important part of the project and teams rush to design and build the end product. After all, some of our sponsors think that “we're not productive unless we're building the product.”

This article addresses concerns and provides an overview of the essential skills that are needed today to manage customer requirements, emphasizing the relationship between requirements management and project management. It focuses on a core set of processes for ensuring that the entire requirements process is managed, that requirements are gathered and documented, and that customers get a business solution that really works for them.

This article was originally published as part of the PMI® Global Congress Europe-Middle East-Africa Proceedings, St. Julians, Malta.

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BA IconPM icon

Seven Success Factors for Requirements Planning


by Elizabeth Larson, CBAP, PMP and Richard Larson, CBAP, PMP, Principals, Watermark Learning, Inc.

If care isn't given to planning the activities of defining product requirements, the entire project could go awry. It is one of the biggest reasons why 60% of project defects are due to requirements and almosthalf of the project budget is spent reworking requirements defects. There are many success factors that can relate to projects, products, and processes. Some apply to all three...

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