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The next step for the BA after selecting a passive approach for establishing performance metrics is to identify the performance measures. Performance measures are the indicators that are used to evaluate the effectiveness and efficiency of a process, a solution, or an outcome. They can be quantitative or qualitative, and they can be based on various criteria, such as time, cost, quality, customer satisfaction, or compliance. The BA should identify the performance measures that are relevant, measurable, achievable, and aligned with the objectives and requirements of the project. The BA should also define the baseline and target values for each performance measure, as well as the data sources and collection methods. References:

CBAP / CCBA Certified Business Analysis Study Guide, 2nd Edition, Chapter 7: Solution Evaluation, Section 7.1: Measure Solution Performance, p. 307-308

A Guide to the Business Analysis Body of Knowledge® (BABOK® Guide), Version 3, Chapter 7: Solution Evaluation, Section 7.1: Measure Solution Performance, p. 267-268

The BA should use the stakeholder engagement approach to help determine the formality of the assessment process to be followed to understand the impacts of the scope change. Stakeholder engagement is a technique that helps the BA identify, analyze, and communicate with the stakeholders who are affected by or have influence on the project. By engaging the stakeholders, the BA can understand their needs, expectations, interests, and concerns regarding the scope change, and tailor the assessment process accordingly. The BA can also use stakeholder engagement to obtain feedback, buy-in, and approval for the scope change, and manage any conflicts or issues that may arise. References:

IIBA BABOK Guide, Section 10.24, Stakeholder Engagement

Stakeholder Engagement: A Key Technique for Business Analysts, BA Times

Stakeholder Engagement in Business Analysis, Business Analyst Learnings

 A concept model is a visual representation of the business concepts and their relationships. It helps to clarify the meaning of the terms and concepts used in the requirements. However, different stakeholders may have different levels of understanding and interest in the concept model, depending on their roles and perspectives. Therefore, the BA should use an appropriate level of abstraction to support differing viewports, which are views of the same model that focus on different aspects or levels of detail. This way, the BA can tailor the presentation of the concept model to suit the needs and expectations of each stakeholder group, and help them understand the impacts to their respective daily tasks. References: BABOK Guide v3, p. 112-113; CBAP/CCBA Study Guide, p. 140-141.

An elicitation activity plan is a technique that helps to plan and prepare the activities and tasks that are required to elicit the information and requirements from the stakeholders. An elicitation activity plan defines the objectives, scope, approach, methods, techniques, tools, resources, schedule, and deliverables of the elicitation process. An elicitation activity plan can help the BA to create an output of the initial meeting with experts, as it can help to identify the stakeholders, their roles and responsibilities, their information and communication needs, their availability and preferences, and their expectations and constraints. An elicitation activity plan can also help the BA to select the most appropriate and effective elicitation techniques, such as interviews, workshops, observation, or document analysis, to obtain the relevant and reliable information and requirements from the experts. An entity relationship diagram is a technique that helps to represent the data and information needs of an organization or a solution using graphical or textual symbols and relationships. An entity relationship diagram shows the entities that are relevant to the domain, the attributes that describe the entities, and the relationships that exist between the entities. An entity relationship diagram can help the BA to define and analyze the data requirements, but it is not an output of the initial meeting with experts. A current state flowchart is a technique that helps to create a graphical representation of the activities and tasks that are performed to achieve a specific goal or outcome in the current state of the organization or the solution. A current state flowchart shows the sequence and flow of the activities and tasks, the roles and responsibilities of the performers, the inputs and outputs of each activity or task, and the rules and conditions that govern the process. A current state flowchart can help the BA to understand and document the current state of the delivery process, but it is not an output of the initial meeting with experts. An information management approach is a technique that helps to plan and manage the storage, access, distribution, and retention of the information and requirements throughout the project lifecycle. An information management approach defines the format, structure, level of detail, and quality of the information and requirements, the tools and techniques to be used, the roles and responsibilities of the information and requirements owners and users, and the policies and procedures to be followed. An information management approach can help the BA to ensure the consistency, accuracy, completeness, and security of the information and requirements, but it is not an output of the initial meeting with experts. References: BABOK Guide v3, Chapter 10: Techniques, Section 10.12: Elicitation Activity Plan, p. 513-514; Section 10.19: Data Modeling, p. 525-527; Section 10.43: Process Modeling, p. 557-559; Section 10.14: Information Management Approach, p. 516-517.