How can Business Analysts best manage their time with clients?
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As a business analyst, you have to juggle multiple tasks, stakeholders, and deadlines in your projects. How can you manage your time effectively and deliver value to your clients? In this article, we will share some tips and best practices that can help you plan, prioritize, and communicate your work.
Before you start any analysis work, make sure you understand the scope of your project. What are the goals, deliverables, and assumptions of your client? What are the boundaries and constraints of your analysis? How will you measure and report your progress and outcomes? Having a clear scope will help you focus on the essential tasks and avoid scope creep or unnecessary changes.
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🌏 Manish Garg
Digital Platform Design, Solution, Architecture & Delivery
A great product is not only about a great idea, however it is more about how well the great idea is developed into a product. The Business Analysts (BA) along with the product owners and the tech leads, paly a pivotal role in defining the product backlogs covering the Functional requirements and also the NFR's (non functional requirements). Lead the design of UI/UX, process maps, workflows, sequence diagrams, swim lanes diagrams, interface specifications, system specifications manuals, hand books and MIS. Last but not the least, the BA also assists in training the end users during system rollout, maintain a log of learnings as outcomes of golives and incorporate into the next iterations of the product lifecycle.
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Sonali Bali
I agree 💯 to this...i think scoping the exercise is the start point and early planning on the next steps goes hand in hand. So 2 critical start points...scope it and early planning on how to attack a problem statement
Once you have a clear scope, you need to estimate how much time and resources you will need to complete your analysis work. You can use various techniques, such as work breakdown structure, historical data, expert judgment, or analogy, to break down your tasks and estimate their duration and dependencies. Be realistic and account for risks, uncertainties, and contingencies in your estimates.
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Vaibhav Arora
Director Consulting @ KPMG | Healthcare Consulting
Always go by data. Analyse it and form a working hypothesis. Use the client's time for initial validation -they will thank you for coming up with a potential solution (and not just going in with a problem) (views are personal)
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Daniel Walter
Effort estimation transcends numerical precision; it's an art that balances data with intuition. Leverage Work Breakdown Structures (WBS) for granularity and combine it with historical insights for a grounded starting point. Integrate expert judgment, not just as a formality, but as a strategic tool—tapping into a reservoir of experience to foresee and mitigate project pitfalls. While you calibrate your estimates, infuse risk analysis into the equation, preemptively navigating uncertainties and building robust contingency plans. This foresight ensures that your projects are not just well-planned but are also resilient to the dynamics of business environments.
After you have estimated your effort, you need to schedule your work according to the project timeline and milestones. You can use tools such as Gantt charts, calendars, or Kanban boards to visualize and track your tasks and deadlines. You should also align your schedule with your client's expectations and availability, and communicate any changes or issues as soon as possible.
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Sagar Vyas
Additiv | Savy consulting l Orchestrated finance | Financial transformation|
While you schedule, one must be aware of the fact that they should always have a detailed agenda for the meeting. One should always come prepared to a meeting with visuals displaying your issues and prospective solutions. Always note the decisions and discussion pointers and share them with the stakeholders post the meeting
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Jai Manral
Principal Consulting Manager | Empowering Insurers through strategic technology solutions
Scheduling isn't solely about task organisation; it's equally important to align the schedule with the client's expectations and availability. Effective communication plays a pivotal role in this respect. We ensure timely communication of any changes, delays, or issues to maintain a high level of transparency and trust throughout the project. Gantt charts provide a clear visual plan, guiding task sequences and preventing delays. In contrast, Kanban boards offer adaptability for agile management, enabling rapid task assessment and decision-making.
Not all tasks are equally important or urgent in your analysis work. You need to prioritize your tasks based on their value, impact, and dependency. You can use frameworks such as MoSCoW, RICE, or Eisenhower matrix to rank your tasks and decide what to do first, what to do later, what to delegate, and what to eliminate. You should also review and update your priorities regularly as the project evolves.
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Michael McClintock, P.Eng.
Lead @ McClintock Group | Enhancing Mineral Projects, Advocating for Shareholders
The Pareto Principle (80/20 rule) is highly relevant here. In analysis, as in most engineering tasks, 80% of the value often comes from 20% of the work. Identifying and focusing on that critical 20%—like essential client information and key bottlenecks—optimizes outcomes. Eliminate or delegate low-impact tasks to concentrate efforts where they matter most. This isn't just about saving time; it's about ensuring every action taken provides maximum value for all stakeholders.
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Daniel Walter
Task prioritization is the strategic alignment of effort with impact. Employing frameworks like MoSCoW and RICE, along with the Eisenhower matrix, provides a structured approach to differentiate the crucial from the trivial. Embrace the Pareto Principle, recognizing that 80% of your project's value is driven by 20% of the effort. Focus on these high-impact activities to drive progress and value. It's also about agility in decision-making—constantly reevaluating priorities as project dynamics shift. Effective prioritization isn’t static; it's an ongoing process of assessment and realignment, ensuring that the Business Analyst's time is always invested where it can yield the maximum return.
One of the biggest challenges of managing your time as a business analyst is dealing with distractions. These can come from internal sources, such as emails, phone calls, or meetings, or external sources, such as clients, stakeholders, or vendors. You need to manage your distractions by setting boundaries, blocking time, and batching tasks. You should also use tools such as do-not-disturb mode, auto-responders, or timers to minimize interruptions and stay focused.
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Daniel Walter
In the realm of business analysis, the ability to manage distractions is as crucial as analytical acumen. It's about creating an ecosystem that supports deep work—setting boundaries is just the beginning. Implement a system of batching tasks to cultivate focus, and designate time blocks where you are unreachable except for emergencies. Leverage technology through do-not-disturb modes and auto-responders to guard your concentration. Remember, every interruption is not just a moment lost but a fracture in the flow of thought. Cultivating a disciplined approach to managing interruptions can transform reactive patterns into a proactive strategy, maximizing productivity and mental clarity.
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Olanrewaju Adeyanju
Business Development | Partnerships | Growth | SDG | Startups | SMEs | Consulting |
Delegation: Delegate tasks to team members when appropriate. This allows you to focus on strategic discussions with the client.
The final tip for managing your time as a business analyst is to learn from feedback. You should seek and receive feedback from your clients, stakeholders, and peers on your analysis work and your time management skills. You should also reflect on your own performance and identify what worked well and what can be improved. By learning from feedback, you can continuously improve your efficiency and effectiveness as a business analyst.
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Christine Jacques
Business Analysis | ACBA Certified | Leadership | Customer Service and Success | Requirements Mapping | Vendor Management | Negotiation | Problem Solving | Relationship Management | Verbal & Written Communication |
It's important to distinguish between the client liking you, and the client finding value in your contribution. One supports the other, leading to better conversations and more fruitful self-reflection.
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Sonali Bali
Agree 💯... early feedback is a critical input on the whole agile methodology...start small and develop a prototype and get feedback quickly to fix early issues in the full cycle
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Angela Wick
LinkedIn Top Community Voice (Business Analysis & Agile) | 1.8 Million+ Trained Online, and 1000s in person - I help Business Analysis Thrive! - BA-Cube.com Founder & Host | LinkedIn Learning Instructor
The title of the article is about how to best manage THEIR time, yet all the content is about YOUR time. These are 2 very different things! Managing your stakeholder's time is tricky and is something many struggle with. In my experience it is about making sure we use their time effectively and that THEY find value in the time. It's not all about what we need to get done, there is a lot more to it in being perceived as using their time well. We need to use the time with stakeholders to show we understand their problem and what success looks like for them, while getting their engagement with the things we have yet to solve for. This means speaking their language and discussing things they care about in the context of the project.
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Terry Thomas
Get the client to be equally serious, and respect your time, just as you respect theirs. What I have personally noticed, to ensure best use of your time and the clients time, is to raise “Change Requests” for the smallest deviation from scope, the very first time. This will ensure seriousness from the word “GO”, thus ensuring the larger objective.