7 Habits of Highly Effective Business Analysts IIBA May 2015 (DRAFT)

7 Habits of Highly
Effective…Business Analysts!
Co-Presented by Christine Hartman andJennifer Mazon
May 19, 2015
Proprietary and Confidential
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Why Should a “Center of Excellence” Focus on
Habits?
“We are what we repeatedly do.

Excellence, then, is not an act,
but a habit.” - Aristotle
(emphasis mine)
2 Proprietary and Confidential

7 Habits of Highly Effective People
- Stephen R. Covey
• Habit #1: Be Proactive
• Habit #2: Begin with the End in Mind
• Habit #3: Put First Things First
• Habit #4: Think Win/Win
• Habit #5: Seek First to Understand, Then to Be Understood
• Habit #6: Synergize
• Habit #7: Sharpen the Saw

- Stephen R. Covey

– Change starts from within and highly effective people make the
decision to improve their lives through the things that they can
influence rather than simply reacting to external forces.

Proactive Model
FREEDOM
STIMULUS TO RESPONSE
CHOOSE
SELF- INDEPENDENT
AWARENESS WILL
IMAGINATION CONSCIENCE

Break-out Session (10 minutes)
• 5 Scenarios of how a BA handled it in reactive way, how could they
have handled this in a proactive way?
• Each group will choose a leader to present out – 1 minute per group
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Habit #1 – Be Proactive!
• “Use your R and I!” (Resourcefulness and Initiative)
• Act or Be Acted Upon
• Listening to Our Language
Reactive Language Proactive Language
There’s nothing I can do Let’s look at our alternatives
That’s just the way I am. I can choose a different approach.
He makes me so mad. I can control my own feelings.
They won’t allow that. I can create an effective presentation.
I have to do that. I will choose an appropriate response.
I can’t I choose.
I must. I prefer.
If only. I will.

Circle of Influence/Circle of Concern
CIRCLE OF CONCERN
CIRCLE OF CONCERN
CIRCLE OF INFLUENCE CIRCLE OF INFLUENCE
Proactive Focus: Positive Energy Reactive Focus: Negative Energy

Enlarges the Circle of Influence Reduces the Circle of Influence
- Stephen R. Covey

- Stephen R. Covey
• Habit #2: Begin With the End in Mind

– Develop a principle-centered personal mission statement.
Extend the mission statement into long-term goals based on
personal principles.
– “The personal mission statement gives us a changeless core from

which we can deal with external change.”

Habit #2 - Begin With the End in Mind
• Project Focus: When beginning a project, how do we ensure
we begin with the end in mind?
• Goal Setting: How do you determine your personal/professional
goals?
• Stephen Covey defines a personal mission statement as:

• “a personal constitution, the basis for making major, life-
directing decisions, the basis for making daily decisions in the
midst of the circumstances and emotions that affect our lives.”

Example: Personal Mission Statement
“To lead with integrity, creating a culture of

excellence, challenging team with opportunities
to take them to the next level in their personal
and professional growth.”
– Jennifer Mazon
February 16, 2011

Key Concepts
 Climbing the Ladder of Success, discover it’s leaning against the wrong
wall.
 Efficient, but not Effective unless we begin with the end in mind.
 Leadership is the first creation  Being effective is making sure the ladder
is leaning against the right wall.
 Management is the second creation.  Efficiency in climbing the ladder of
success.
 Sharing Personal Mission Statements
 Review IIBA Central FL Chapter Mission

Central Florida IIBA Chapter Mission
Engage all stakeholders: students, seasoned

professionals & the business community,
aligned with the IIBA core model and
perspectives, for the development and
promotion of business analysis at all levels of
the enterprise.

- Stephen R. Covey

- Stephen R. Covey
– Spend time doing what fits into your personal
mission, observing the proper balance between
production and building production capacity.
Identify the key roles that you take on in life,
and make time for each of them.
• Based on your personal mission, are you putting first things first?
• Do you feel out of balance? What actions should be taken to put
you back in balance?
• What ways can we, as business analysts, put first things first?

Principles of Personal Management

Time Management Matrix
URGENT NOT URGENT

IMPORTANT
ACTIVITIES: ACTIVITIES:
Crises Prevention, PC activities
Pressing problems Relationship building
Deadline-driven projects Recognizing new opportunities
Planning, recreation
NOT IMPORTANT
Interruptions, some calls Trivia, busywork
Some mail, some reports Some mail
Some meetings Some phone calls
Proximate, pressing Time wasters
matters Pleasant activities
Popular activities

Becoming a Quadrant II Self Manager
Organizing involves 4 key activities
1. Identifying Roles
• Document your key roles
2. Selecting Goals
• Think if 2-3 important results you want to achieve from each role, these would
be your goals
3. Scheduling
• Look at the week ahead with your goals in mind and schedule time to achieve
them.
4. Daily Adapting
• Take a few minutes each morning to review your schedule.
• Prioritize around balance of roles and values
• Respond to…
– Unanticipated events
– Relationships
– Experiences
- Stephen R. Covey

7 Habits of Highly
Effective…BAs!
Habit #4 – Think Win/Win
Date: 13th May 2014

Presenter: Erin Mullen

- Stephen R. Covey
• Habit #4 : Think Win/Win

- Seek agreements and relationships that are mutually beneficial. Win-Win
Agreements take a lot of courage and a lot of kindness – in short, a lot of
integrity.
• A little explanation and a wake me up!
http://youtu.be/dNu6ZCvLHmc

Paradigms of Interdependence
• An emotional bank account is a metaphor
that describes the amount of trust that’s
been built up in a relationship
• It’s the feeling of safeness you have with

another human being.
• Do you have more deposits or

withdrawals?

The Emotional Bank Account
The emotional bank account is a metaphor for the
amount of trust that exists in a relationship. It is
suggested that every interaction with another human
being may be classified as a deposit or withdrawal.
Deposits build and repair relationships, withdrawals
lessen trust in relationships.
Six Major Deposits

1. Understand the Individual
2. Attend to the little things
3. Keep Commitments
4. Clarify Expectations
5. Show Personal Integrity
6. Apologize sincerely when you make a
withdrawal

Relationships
• From the foundation of character, we build and maintain Win/Win
relationships.
• Trust, the emotional bank account, is the essence of Win/Win
• When dealing with a person coming from a paradigm of Win/Lose,
the relationship is still key. The focus is on your Circle of Influence
• Make more deposits into the Emotional Bank Account to gain more
trust to help with those Win/Win negotiations. Trust is key!

Character (the foundation of Win/Win)
NOT URGENT

Processes
• Commit to maintain a balance between courage and
consideration
• Roger Fisher and William Ury suggest to focus on
interests and not on positions, to invent options for
mutual gain, and to insist on objective criteria- some
external standard that both parties can buy into
• How to achieve Win/Win
• First see the problem from the other persons point of view
• Second, identify the key issues and concerns involved
• Third, determine what results would constitute a fully
acceptable solution
• Fourth, identify possible new options to achieve those results

Break-out Session (10 minutes)
• 5 Scenarios where BA was faced with an issue on a project, how

would you turn this bad situation into a Win/Win?
• Groups choose a leader to present out – 1 min per group

- Stephen R. Covey
• Habit #5: Seek First to Understand, Then to Be
Understood

7 Habits of Highly
Effective…BAs!
Habit #5 – Seek First to
Understand, then to be
Understood
Date: 16th July 2014

Presenter: Carlos de la Torre

Reframe for discussion Communication Facts
1. Do you prescribe before you Words

diagnose? 10%
Sounds Words
Body 30%
2. Do you listen to reply? 60% Sounds
Body
Are we really
listening?
Levels of Listening (in order of magnitude):
1. Ignoring – communicate go away verbally, through body language or lack of
attention.
2. Pretending – uh huh, right, nodding, etc.
3. Selective Listening – looking for something that sparks interest.
4. Attentive Listening – focusing on emotion, energy or body language
5. Empathetic Listening – what we should all strive for!

Empathetic Listening
“Most people do not listen with the intent to understand;

they listen with the intent to reply.” – Stephen Covey
Characteristics of Empathetic Listening

 Gets inside another person’s frame of reference; you see the world the way they
see the world; you understand how they feel.
 Empathy is not sympathy. Sympathy is a form of agreement or judgment. It may

be an appropriate response in a conversation. Empathetic listening communicates
understanding emotionally & intellectually.
 Makes deposit in Emotional Bank Account.
 Psychological survival (2nd greatest need of human beings) – the need to be

understood, affirmed, validated & appreciated.

Why so Hard?
 Risky! – it requires a great deal of security & opens
yourself up to being influenced.
 You become vulnerable!
 In order to influence, you have to be influenced
(paradox)
Empathetic Listening Examples
Initial Contact Initial Response Today

Diagnose before you Prescribe
 If you don’t have confidence in the

diagnosis, you won’t have confidence in
the prescription!
Real-World Examples

One on One
Use in your daily interactions – one
on one’s & any conversations.
Strive to make the human element

as necessary as the financial &
technical.
Saves time, energy and money when

you tap into human resources of a
business at every level.
Open the door to creative solutions

and third alternatives.
- Stephen R. Covey
Understood
Confidential Proprietary and Confidential

- Stephen R. Covey
Understood

Four Dimensions of Renewal

Time Management Matrix
URGENT NOT URGENT

IMPORTANT
NOT IMPORTANT
Interruptions, some calls Trivia, busywork
Some mail, some reports Some mail
Some meetings Some phone calls
Proximate, pressing Time wasters
matters Pleasant activities
Popular activities

Physical

Mental

Spiritual
• The Turn of the Tide by Arthur Gordon
– Dr.’s 9 AM Prescription: Listen carefully
– Dr.’s 12 PM Prescription: Try reaching back
– Dr.’s 3 PM Prescription: Examine your motives
– Dr.’s 6 PM Prescription: Write your worries on the sand

Social/Emotional – Habits 4, 5, and 6
“Peace of mind comes when your life is in harmony with

true principles and values and in no other way.”

“Sharpen The Saw” Challenges:
1. Physical: Global Corporate Challenge launches May 27th

2. Mental: Log Books Read, BABOK v3.0, Study for CBAP Certification!
3. Spiritual: Invest In Your Values
4. Social: Relationships/connections…work/life balance, volunteer time,
Be A Buddy Mentorship Program


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7 Habits of Highly

“We are what we repeatedly do.

2 Proprietary and Confidential

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• Habit #1: Be Proactive

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CIRCLE OF INFLUENCE CIRCLE OF INFLUENCE

Proactive Focus: Positive Energy Reactive Focus: Negative Energy

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• Habit #2: Begin With the End in Mind

– “The personal mission statement gives us a changeless core from

10 Proprietary and Confidential

• Stephen Covey defines a personal mission statement as:

11 Proprietary and Confidential

“To lead with integrity, creating a culture of

12 Proprietary and Confidential

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Engage all stakeholders: students, seasoned

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URGENT NOT URGENT

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Date: 13th May 2014

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• Habit #4 : Think Win/Win

• A little explanation and a wake me up!

22 Proprietary and Confidential

• It’s the feeling of safeness you have with

• Do you have more deposits or

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Six Major Deposits

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• 5 Scenarios where BA was faced with an issue on a project, how

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Date: 16th July 2014

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1. Do you prescribe before you Words

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“Most people do not listen with the intent to understand;

Characteristics of Empathetic Listening

 Empathy is not sympathy. Sympathy is a form of agreement or judgment. It may

 Psychological survival (2nd greatest need of human beings) – the need to be

32 Proprietary and Confidential

Empathetic Listening Examples

Initial Contact Initial Response Today

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 If you don’t have confidence in the

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Strive to make the human element

Saves time, energy and money when

Open the door to creative solutions

Confidential Proprietary and Confidential

Confidential Proprietary and Confidential

41 Proprietary and Confidential