FEAPO June Summit
Initial Draft of Workshop
Notes
June, 2014
Compliation of Workshop 1 Notes (includes
Workshop 2 notes for Group 1
TABLE OF CONTENTS
TABLE OF CONTENTS
0
GROUP 1
2
VALUE (TIME, COST, QUALITY)
WHO
LEVEL
DOMAIN
PRODUCES (BUSINESS / IT)
SUCCESS
CREDENTIALS
YEARS OF EXPERIENCE
TYPES OF EXPERIENCE
DIFFERENCES (EA VS BA)
INDIVIDUAL
2
2
2
3
3
3
4
4
4
5
5
GROUP TWO
6
VALUE TO THE ORGANIZATION
WHAT AN EA DOES.
WHO THE EA WORKS WITH?
BEHAVIOURAL TRAITS
SEA SUCCESS PROFILE
EXPERIENCE MODEL
ARTEFACTS (WHAT EAS PRODUCE)
6
7
8
9
10
11
12
GROUP 3
13
WHAT DOES A STRATEGIC EA DO?
BEHAVIOURS
WORK WITH
VALUE TO ORGANIZATION
CRITICAL SUCCESS FACTORS
CREDENTIALS
NUMBER OF YEARS
KIND OF EXPERIENCE
13
13
13
14
14
14
14
14
GROUP 1
Green – from skills from second workshop
VALUE (TIME, COST, QUALITY)

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Information  decisions  actions
linking strategic plan with execution (spans enterprise scope)
ensure organization is doing right things
investments aligned to organizational priorities
best practice reuse
optimization of resources / assets relative to strategic plan
support development of strategic plan
governance (decision rights / rules)
WHO


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
LOB Management (BA only)
C-Level
programs
financial management
technologies
vendors
industry boards
analysts
partners / suppliers / competitors
HR / Organizational Design (BA only)
Legal and Compliance
LEVEL





EA
BA
Strategy & operations
Management & operations
Operations

Management (Support)
DOMAIN

Fluent in organization business model
PRODUCES (BUSINESS / IT)




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
Strategy mapping and business models (EA & BA)
Roadmap (business, investments, outcomes, capabilities, risk, assets) (people, process,
technology)
threat / risk
issues research
scenario planning
cause-effect explanations
what-if analysis
policy and governance
standards
technology for BA
Business architecture meta model - BA only
IT value
realization / IT organization improvement
other senior EAs
SUCCESS










ability to sell a winning solution (marketing)
build trust (win / win )
build a coalition (collaboration –build effective team)
achieve / exercise influence
understand espoused / underlying assumption
understand WIIIFM
understand politics empathy
understand business model / strategic
understand how IT enables organizational value
familiar with trends, best practices











fluent in language of the enterprise
critical / systems thinking
abstraction
conceptualization
(unable to read word)
synthesize information from multiple sources
communicate
compromise
identify needs
relate solution to needs
CREDENTIALS






MBA or equivalent
MS
Professional Masters
Industry certifications
Architecture (?) certification
Industry organization participation
YEARS OF EXPERIENCE

15 plus
TYPES OF EXPERIENCE






Consulting
Strategic planning
Finance
LOB
IT Management (not for BA)
appropriate industry
DIFFERENCES (EA VS BA)












Not dealing with IT estate
EA contributor to IT architects
BA is consume of IT architects
BA is steward of the business architecture
EA is steward of the integration of BA/ IT architectures
BA is master of business capability
BA has expertise in product and service development and deep understanding of
investment portfolio
BA has deep understanding of value stream and processes and liaison to different parts of
the business
BA is master of the business model
BA has deep knowledge of operational risks and knowledgeable of how organization
measures business performance
BA helps share product development process and understands how strategic knowledge
is created in the organization
BA needs to be good at explaining business value of IT
INDIVIDUAL






Team
Interpersonal
Technical
Architectural
Organizational
Domain
GROUP TWO
VALUE TO THE ORGANIZATION







Reduce risk through communication, rationalization, recommendations, increased
visibility
provide recommendations to align and meet strategic organizational goals
increase organizational effectiveness
align functional initiatives to strategic objectives
keep the 150,000 of the organization in mind (objective viewpoint) - think of this as
avoiding beating the weeds to death with a golf club
ensure tactical solutions adhere to organizational governance standards
WHAT AN EA DOES.
WHO THE EA WORKS WITH?
BEHAVIOURAL TRAITS
SEA SUCCESS PROFILE
EXPERIENCE MODEL
Select 1 or more of the capabilities listed below






5 years as a BA
5 years in an IT role
5 years as a DA
5 years as a PM
5 years as a ‘propeller head’
5 years as an ‘interested party’ i.e. engineering, or other discipline from within the
organization
ARTEFACTS (WHAT EAS PRODUCE)








Enterprise meta model
Business models
Capability models
Strategic assessments
Optimization of assets (HR, Physical, Logical, Finance ….)
Optimization of investments
Optimization of operations agility (cycle time optimization i.e. TAKT)
Governance strategy (plan)
GROUP 3
Orange – from skills from questions one and two
WHAT DOES A STRATEGIC EA DO?









think strategic (strategic plans)
elicit / develop stakeholder requirements / concern / interests (stakeholder analysis)
know organization and capabilities
communicate effectively (storytelling)
collaborate across enterprise (building relationships)
synthesize viewpoints – cultural awareness (change management)
articulate vision / innovation (ideas)
lead strategically
manage technical risk (identify risk and remedies)
BEHAVIOURS




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
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

empathetic
attentive (listen)
creative
influencing / persuading / challenging
assertive
thinks holistically; integrative, interdependency
thick skin
pragmatism
coaching
motivational
knowledge transfer
WORK WITH








partners / vendors
C-suite (CFO/CXX/CIO/CTO)
Board of Directors
Professional organizations
LOB/SEGMENT/DIV heads
Research Analyst
Strategic Planners
Innovation Groups / R and D

Enterprise Risk Management
VALUE TO ORGANIZATION







enabling business strategy / execution
impacting business performance metrics
cost reduction / efficiency
impact agility
risk mitigation
optimize assets
coffee and doughnuts
CRITICAL SUCCESS FACTORS

K
-

S
-

A
-

P
-
Organizational knowledge, technical, marketing, competitive knowledge,
industry business acumen (domain), culture, political
Communication, collaboration, leadership, negotiator, problem solving,
modeling, spatial thinking
intelligence, systems thinking, synthetic, selling, presentations, visionary,
strategic
interpersonal, relationship building, adaptable, deal with conflict,
persistence
CREDENTIALS



Experience
Education (MBA / EA)
Examination
NUMBER OF YEARS


EA STAT (JEA) ~ 25 years (was crossed out)
Non-stat
KIND OF EXPERIENCE



planning and execution
successful delivery
multiple functional areas








innovator
major failure / scars
‘global’ experience (a plus)
strategy experience
life
lifecycle management
customer experience – both sides of the transaction
risk and financial management