Navigating Success: Defining Your Business Analysis Approach and Plan


In the realm of business analysis, a well-defined approach and plan serve as the compass that guides your activities towards project success. As a Business Analyst, defining your approach and plan allows you to strategically navigate the project’s unique characteristics and requirements. It enables you to determine the techniques, tools, and activities required to elicit, analyze, and document requirements effectively. In this article, we will explore the significance of defining your Business Analysis approach and plan and provide guidance on how to develop them with precision.

  1. Tailoring Your Approach to the Project:

Every project is unique, requiring a customized approach to business analysis. Begin by assessing the project’s characteristics, such as its size, complexity, and domain. Consider the project’s stakeholders, their expectations, and the available resources. Based on this assessment, define your Business Analysis approach that aligns with the project’s specific needs.

  1. Determining Elicitation Techniques and Tools:

Elicitation techniques and tools play a crucial role in gathering requirements from stakeholders. Consider various techniques such as interviews, workshops, surveys, and observations. Select the techniques that best suit the project’s context, stakeholder preferences, and the information you need to elicit. Identify the tools, such as collaboration platforms or requirements management software, that will support your elicitation efforts.

  1. Analyzing and Documenting Requirements:

Once requirements are elicited, define your approach to analyzing and documenting them. Determine the analysis techniques, such as data modeling, process modeling, or prototyping, that will enable you to gain deeper insights and identify dependencies and priorities. Establish your documentation standards and formats to ensure clarity, completeness, and traceability of requirements.

  1. Creating a High-Level Schedule:

Develop a high-level schedule for your Business Analysis activities. Consider the project timeline, milestones, and dependencies. Collaborate with the project manager and other stakeholders to ensure alignment with the overall project plan. Identify key deliverables and their corresponding deadlines. This high-level schedule provides a roadmap for executing your Business Analysis tasks efficiently.

  1. Outlining Deliverables and Milestones:

Outline the specific deliverables and milestones for your Business Analysis activities. These deliverables may include requirements documentation, process models, use cases, or user stories. Define the criteria for their completion and establish milestones to track your progress. Clearly communicate these deliverables and milestones to the project team and stakeholders, ensuring shared expectations and accountability.

  1. Aligning with Project Objectives:

Throughout the process of defining your Business Analysis approach and plan, ensure alignment with the project’s objectives. Keep the project’s vision, goals, and success criteria at the forefront of your planning. Continuously evaluate the impact of your activities on achieving those objectives and make necessary adjustments to your approach and plan.

  1. Flexibility and Adaptability:

Recognize that your approach and plan may require adjustments as the project progresses and new information emerges. Remain flexible and adaptable, ready to accommodate changes in requirements, timelines, or priorities. Embrace an iterative mindset that allows for continuous improvement and course correction based on feedback and evolving project needs.


Defining your Business Analysis approach and plan is a critical step towards project success. Tailor your approach to the project’s unique characteristics, determine the elicitation techniques and tools, and establish a high-level schedule and deliverables. Ensure alignment with the overall project plan and objectives, while remaining flexible and adaptable to changes. Embrace the power of a well-defined approach and plan, and you will navigate your Business Analysis activities with confidence, driving value, and delivering successful project outcomes.

By Morgan

CBAP and PMI-ACP with over 20 years of Project management and Business Analysis experience.