investigative questioning

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Investigative QuestioningKnowing the Right Question to ask


This may seem rhetorical in nature, but it is actually an investigative look into what type of investigative researcher you are.

If you answered yes, then I pose another question to you do you know what you are going to ask about?If you answered no, then I will congratulate you. If you dont know what the question needs to be then dont ask.


FOCUS OF QUESTIONSScopeActorDurationAnticipated Outcome

Scope questions focus on the breadth and width of the project frequently answering the what and possibly the how of investigative questioning: What will this widget do?How will this widget be manufactured?

Actor questions address the who part of investigative questioning: Who is going to make the decisions?Who is this going to affect?Who is in charge?

Duration questions will focus on the when part of investigative questioning:When will this project begin and end?When are the deadlines to have resources allocated?

Anticipated outcome will answer the where and why questions:Where will this lead us to?Why are we doing this?


TYPES OF QUESTIONSWhoWhatWho deals with identification of the actors and players involved in the project. Who needs to use or interact with the solution?Who derives value from the solutions?Who is paying for the solution?Who will be supporting the solution?Who am I missing?What deals with the inputs and outputs of the project.What is the business need associated with the solution?What data elements are needed?What business rules does the solution need?What is the operational process?What am I missing?15 December 20155Investigative Questioning | EHCM Care Management Operational Reporting

TYPES OF QUESTIONSWhenWhereWhen deals with the various timelines associated with the project. When does the project start / end?When does the report need to be generated?When is the timeframe of the data needed for the report?When will data be available in the system to test?Am I missing any key milestones?Where deals with the geographic and logistical aspects of the project:Where are the users located?Where do the users go to access the solution?Where will the data be stored to support the solution?Where will the backups be stored?Am I missing any logistical information?15 December 20156Investigative Questioning | EHCM Care Management Operational Reporting

TYPES OF QUESTIONSWhyHowWhy deals with various constructs of information related to the project?Why is this project being undertaken?Why is this solution the right solution?Why is this much data required (minimum required test)?What are the reasons why the users have access?Why is this report necessary?How deals with the actual execution of the project: How will this project be executed?How will this solution solve the problem?How will users interact with the system?How will the user utilize the report?How have other areas been evaluated before determining this solution?15 December 20157Investigative Questioning | EHCM Care Management Operational Reporting


Knowing the right question to ask is more important than the project manager having the right answer every single time. Why, because the project managers role is to dissimilate information requested by the SMEs not to know everything

Knowing the right question to ask is more important than the project manager having the right answer each time. Why, because the project managers role is to disseminate information as quickly as possible. However, the project manager requires feedback from the SMEs to be able to ask the right questions. 8

SOLITICATION OF INFORMATIONThe Business Analyst receives a project scope from the Project Manager and then dialogue occurs in order to answer the Who, What, When, Where, Why and How. 15 December 20159Investigative Questioning | EHCM Care Management Operational Reporting


FOUR STEP PROCESS CHARTStep OneThe project manager will provide the project plan typically in a kick-off meeting with all key business owners. Step TwoFollowing the meeting, the business analyst will evaluate the plan in attempts to understand the scope, actors, duration and anticipated outcome.

Step ThreeThe business analyst will start with the knowledge possessed and begin filling in the gaps required. Next the investigative questioning comes into play with in depth look at: who, what, when, where and how.

Step FourThe business analyst should have all the information required to develop a business requirements document to support an initial discussion. Receive the Project PlanEvaluate the PlanDevelop RequirementsInvestigative questioning15 December 201510Investigative Questioning | EHCM Care Management Operational Reporting

WHEN TO ENGAGEFollowing Kick-off MeetingDuring Requirements ReviewThe project manager will typically allocated time to each functional area following the kick-off meeting to have 1:1 time for questions, concerns, and ideas. The point of this is to provide feedback to the project manager so that critical information is not lost or ignored. The requirements document should be 90% ready during the review process but that is not always the case. The project manager will provide their full undivided attention (if not correct them) because this is your time to make sure your piece of the project is correct.

The role of a business analyst is typically excluded from a project managers myopic view during the initial launch. The right time to engage is when the business analyst [you] have enough information to get started but not to complete. 15 December 201511Investigative Questioning | EHCM Care Management Operational Reporting

HOW TO ENGAGEDEFINITELY DODONT DO THESE.Prepare questions ahead of time; submit via email if possible 24 hours in advance. If a conference call, have the right people on the line ready to discuss. Prepare an agenda prior to the meeting so that everyone remembers why they are there. Submit follow through notes and summary to all of the participants. Launch bombs on the project manager without forewarning. Failure on your part to communicate is not the PMs fault.Include everyone on the invitation because you want to be sure.Know your audience and the players; wasting time is rude. Be disorganized and constantly refer to your notes or have side discussions with others on the line. There is never a good time that is unscheduled for a project manager because they are responsible for a multitude of different actors. Help them, help you by following these steps.


Dont be a jerk. Dont be a bus driver. Dont be a blue-falcon.

Treat your team members the way that you want to be treated because we are all human and we all make mistakes.


PRACTICAL EXERCISEPerson 1: Project ManagerGoal is to launch CA Medicaid Plan effective 7/1 and you require operational reporting to ensure that the clinical team meets the strict standards for CA government benefits.

Person 2: Business AnalystGoal is to determine the Who, What, When, Where, Why and How of the project.

Person 3: CA RepresentativeWill provide advise to the PM only upon request.

15 December 2015Investigative Questioning | EHCM Care Management Operational Reporting14