It’s the Goal, Not the Role: The Value of Business Analysis in Scrum

In agile development, what happens to the traditional business analyst? Consider Scrum, currently the most popular agile method. In Scrum, there is no “business analyst” role. In fact, there is not an explicit role for tester, project manager, architect, developer, data administrator, user experience designer, customer support representative, or product trainer. Instead, Scrum has three roles: the product owner, the ScrumMaster, and the delivery team. Their collective goal is to deliver high-valued product needs continually. So, where and how can a business analyst contribute?

One possibility is the ScrumMaster role. Great ScrumMasters are facilitative leaders with a diverse set of analysis skills and strong communication and facilitation abilities. In addition, they have a sound understanding of the business domain. Business analysts and project managers with those strong skills are good candidates for the ScrumMaster role.

Another possibility is the delivery team. On some Scrum teams we’ve coached, the business analyst blends into the delivery team, participating and often leading the activities of planning, analyzing, testing, and demonstrating the product. Using Scrum terminology, that work is burned up and burned down, along with the work of design, development, and so on.

The Business Analyst Is Not the Product Owner, Unless …

The product owner role requires deep domain and product knowledge to guide decisions about what to build and when to build it. The product owner, in collaboration with the delivery team, explores and evaluates product needs to make those decisions. That’s business analysis work.

The product owner may choose to explicitly and transparently delegate decision-making authority. We’ve seen this responsibility delegated to a business analystwho reports within the business or product management organization and has the requisite domain and product background.

Strategic and Tactical Work of the Product Owner

The product owner role in Scrum is crucial for success. The product owner is responsible for the planning, analysis, communication, and decision making to ensure that the right product is delivered.

Strategic product owner responsibilities include:

  • Lead customer and product-discovery activities.
  • Create strategic product plans and define business value (product profitability).
  • Communicate the product roadmap and plans to internal and external stakeholders.
  • Develop and manage a lean, dynamic product backlog (also called “pruning” or “grooming” the backlog).
  • Select and analyze product backlog requirements to prepare them for agile planning workshops.
  • Identify themes for each planning cycle.
  • Lead or participate in agile planning and retrospective workshops.

Tactical, day-to-day product owner responsibilities include:

  • Participate in product backlog grooming (e.g., work ahead, make ready, planning, agile analysis, and pruning workshops) to prepare backlog items for estimating and planning.
  • Specify acceptance criteria for each backlog item.
  • Review and approve user stories.
  • Attend daily stand-ups and the end-of-iteration and end-of-release demonstrations and retrospectives.

That’s a lot of responsibility—and it’s time-consuming, to boot. In addition, most product owners wear many other hats. In commercial software organizations, they may be product managers. Or, in organizations that develop software to support their internal IT operations, product owners may be mid- or senior-level business managers. No wonder the product owner needs help!

Balancing Strategic and Tactical Work

In our experience, many product owners don’t have time to balance the strategic responsibilities with the tactical work needed to sustain a healthy flow of delivery. A time-pressed product owner has the following options:

  1. Do it all (sometimes not very well, causing bottlenecks and delays).
  2. Establish a product owner council headed by an über-product owner, with strategic responsibilities distributed among the members.
  3. Get help with the tactical analysis work. Rely on the folks on the delivery team to do much of the business analysis, and retain strategic and tactical decision-making authority.
  4. Retain strategic responsibilities and delegate the tactical work to someone else (e.g., a domain-savvy business analyst). This delegation should be explicitly and transparently communicated to all stakeholders.
  5. Some combination of the above.

Beyond Roles to Goals

After exploring and evaluating requirements options, the goal of analysis is to allocate the highest-value requirements for delivery. No matter how roles are classified on your agile team, that business analysis work is vital. It is best done collaboratively, leveraging everyone’s skills to build and maintain a shared understanding of product needs.

Above all, it’s the goal, and not the role, that matters.

Resources

Product Owner Role

  • Pichler, Roman. Agile Product Management with Scrum: Creating Products That Customers Love. Addison-Wesley, 2010.
  • Schwaber, Ken, Product Owners Not Proxies.”

Agile Analysis

  • Gottesdiener, Ellen and Mary Gorman, “Agile Planning and Analysis: Synergizing to Deliver Value,” Better Software, May/June 2011.
  • Gottesdiener, Ellen and Mary Gorman, “Slicing Requirements for Agile Success,” Better Software, July/August 2010.
  • Gottesdiener, Ellen, “Agile Business Analysis in Flow: The Work of the Agile Analyst (Part 1and Part 2),” Modern Analyst, May 2009.

This article was originally published on TechWell and Agile Journal, August 2011

Copyright © SQE, 2011

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Ellen Gottesdiener helps business and technical teams collaborate to define and deliver products customers value and need. Ellen is an internationally recognized facilitator, trainer, speaker, and expert on requirements development and management, Agile business analysis, product chartering and roadmapping, retrospectives, and collaborative workshops. Author of two acclaimed books Requirements by Collaboration and The Software Requirements Memory Jogger, Ellen works with global clients and speaks at industry conferences. She is co-authoring a book with Mary Gorman on agile practices for discovering and exploring product needs. View her articles, tweets, blog, and free eNewsletter on EBG’s web site.

Mary Gorman, CBAP, CSM, and VP of quality delivery at EBG Consulting helps business and technical teams collaborate to deliver products your customers value and need. Mary works with global clients, speaks at industry conferences, and writes on requirements topics for the business analysis community. She is currently co-authoring a book with Ellen Gottesdiener on essential agile requirements practices.

 

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