An executive at Cloud Kicks has tasked the internal Salesforce staff with the optimization of a very manual process in its Salesforce org. What should the business analyst do first before a future state is proposed to key stakeholders?
A.
Discuss project trade-offs with the executive sponsor.
B.
Manage project integrations with the technical team.
C.
Hold a kickoff meeting to set expectations with the project team.
A. Discuss project trade-offs with the executive sponsor.
Before proposing a future state or solution, the business analyst (BA) should first discuss the project’s trade-offs with the executive sponsor. This ensures the BA understands the business priorities, available resources, desired outcomes, and constraints. The conversation aligns both parties on the project’s scope, goals, and success criteria, helping avoid misaligned solutions. It also sets realistic expectations and guides the project’s direction.
C.Incorrect
A kickoff meeting is important for setting expectations with the project team but it should occur after discussing project trade-offs with the executive sponsor. The project team will need the insights gained from the executive discussion to understand the project’s scope and strategic goals.
Please correct me if I understood incorrectly , Thanks
Before proposing a future state to key stakeholders, the business analyst should hold a kickoff meeting to set expectations with the project team (option C). This meeting will help align the team on the project goals, scope, timeline, and roles and responsibilities. It also provides an opportunity to discuss any potential challenges or risks that may arise during the project. Once the project team is aligned, the business analyst can then discuss project trade-offs with the executive sponsor (option A) and manage project integrations with the technical team (option B) as part of the overall project planning and execution process.
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