Receive business analyst tools and software training
6
Learn company-specific systems and software
7
Meet the team members and project stakeholders
8
Review the specific business objectives and goals with manager
9
Approval: Manager
10
Attend introduction to data analysis and reporting activities
11
Study past and ongoing project documentation
12
Understand the Credit Union's business model
13
Get knowledge of customer needs and requirements
14
Review the Credit Union's business strategy
15
Approval: Strategic Team
16
Work on practicing tasks assigned by team lead
17
Attend training on problem-solving and strategic planning techniques
18
Review and understand the Credit Union's risk management strategy
19
Approval: Risk Management Team
20
Reach out for any questions or clarification needed
Complete HR orientation
Welcome to the Credit Union! This task is crucial for your seamless integration into our organization. By completing the HR orientation, you will get familiarized with our policies, procedures, and culture. The desired result is to ensure you have all the necessary information to begin your journey as a Business Analyst. Do you have any questions regarding the HR orientation?
1
Code of Conduct
2
Compensation and Benefits
3
Workplace Safety
4
Equal Employment Opportunity
5
Conflict Resolution
Review Credit Union structure and hierarchy
Let's dive into the organizational structure and hierarchy of our Credit Union. By reviewing this information, you will gain valuable insights into how different departments and teams operate. Understanding the structure will enable you to collaborate efficiently and contribute effectively to our business objectives and goals. What fascinates you the most about our Credit Union's structure?
1
Finance
2
Operations
3
Marketing
4
IT
5
Human Resources
Undergo finance industry regulation training
As a Business Analyst in the finance industry, it is essential to be well-versed in the regulations that govern our operations. By undergoing this training, you will gain a comprehensive understanding of the key regulations and compliance requirements. This knowledge will help you effectively analyze and assess our processes and propose improvements aligned with regulatory compliance. Are you excited to explore the fascinating world of finance industry regulations?
1
AML (Anti-Money Laundering)
2
KYC (Know Your Customer)
3
GDPR (General Data Protection Regulation)
4
Sarbanes-Oxley Act
5
PCI DSS (Payment Card Industry Data Security Standard)
Approval: Compliance Officer
Will be submitted for approval:
Undergo finance industry regulation training
Will be submitted
Receive business analyst tools and software training
Congratulations! It's time to equip yourself with the tools and software necessary for your role as a Business Analyst. This training will provide you with hands-on experience using industry-standard tools and software to analyze data, generate reports, and visualize insights. Once you complete this training, you will be ready to leverage these tools to contribute effectively to our projects. What excites you the most about gaining proficiency in these tools and software?
1
Microsoft Excel
2
Tableau
3
Python
4
Power BI
5
JIRA
Learn company-specific systems and software
Let's explore the systems and software specific to our Credit Union. Understanding these tools is crucial for seamless collaboration and effective analysis. By learning company-specific systems and software, you will be able to navigate data repositories, track project progress, and contribute to enhancing our operational efficiency. How do you envision leveraging these systems and software to improve our processes?
1
Credit Union Core Banking System
2
CRM (Customer Relationship Management) Software
3
Loan Origination System
4
Online Banking Platform
5
Data Warehouse
Meet the team members and project stakeholders
Collaboration is a cornerstone of success for any project. By personally connecting with your team members and project stakeholders, you will build strong working relationships and establish effective lines of communication. Understanding the roles, expertise, and expectations of various individuals involved in our projects will enable you to harness diverse perspectives and insights. Who are you most excited to meet among your team members and project stakeholders?
1
Project Manager
2
IT Lead
3
Marketing Manager
4
Finance Director
5
Operations Coordinator
Review the specific business objectives and goals with manager
Aligning your understanding of our specific business objectives and goals with your manager's perspective is vital. This task will provide you with insights into our priorities, target metrics, and desired outcomes. By reviewing the specific business objectives and goals, you will be able to align your activities and contribute optimally to our overall success. What aspect of our business objectives and goals intrigues you the most?
Approval: Manager
Will be submitted for approval:
Review the specific business objectives and goals with manager
Will be submitted
Attend introduction to data analysis and reporting activities
Are you ready to unlock the power of data analysis and reporting? In this training session, you will learn the fundamental concepts and techniques of data analysis and reporting. Building proficiency in these critical areas will enable you to extract valuable insights from data, identify trends, and present findings effectively. How do you expect data analysis and reporting activities to enhance our decision-making processes?
1
Data visualization
2
Statistical analysis
3
Data cleansing
4
Data querying
5
Dashboard design
Study past and ongoing project documentation
To gain a comprehensive understanding of our projects, it is crucial to delve into past and ongoing project documentation. By studying this documentation, you will gain insights into project scope, deliverables, challenges faced, and lessons learned. This information will help you contribute effectively and build upon the previous work. What intrigues you the most about studying past and ongoing project documentation?
1
Project charters
2
Requirements documents
3
Meeting minutes
4
Test plans
5
Change request forms
Understand the Credit Union's business model
The Credit Union's business model serves as the foundation for our operations, products, and services. By understanding this model, you will grasp the core values, principles, and strategies guiding our organization. This knowledge will enable you to align your efforts with our overall business direction. How does understanding the Credit Union's business model contribute to your role as a Business Analyst?
Get knowledge of customer needs and requirements
To design effective solutions, it is essential to have a deep understanding of our customers' needs and requirements. By analyzing customer data, feedback, and conducting market research, you will gain valuable insights into what drives our customers and what they expect from us. This information will guide your analysis and help you propose customer-centric enhancements. How will you ensure your analysis accurately captures the voice of our customers?
Review the Credit Union's business strategy
The Credit Union's business strategy provides the roadmap for our future growth and success. By reviewing this strategy, you will better comprehend our competitive advantage, target markets, and expansion plans. This understanding will allow you to align your project activities with our strategic direction. What excites you the most about contributing to the Credit Union's business strategy?
1
Market expansion
2
Digital transformation
3
Enhancing customer experience
4
Product diversification
5
Operational efficiency
Approval: Strategic Team
Will be submitted for approval:
Review the Credit Union's business strategy
Will be submitted
Work on practicing tasks assigned by team lead
Practice makes perfect! By actively engaging in tasks assigned by your team lead, you will sharpen your business analysis skills and gain hands-on experience. This practice will further enhance your understanding of our processes, systems, and challenges. What do you expect to learn from working on these practice tasks?
Attend training on problem-solving and strategic planning techniques
Problem-solving and strategic planning are vital skills for a Business Analyst. In this training, you will learn proven techniques to identify, analyze, and solve business problems effectively. Additionally, you will gain insights into strategic planning methodologies that will assist you in aligning your activities with our long-term goals. How do you plan to leverage problem-solving and strategic planning techniques in your role?
1
Root Cause Analysis
2
SWOT Analysis
3
Fishbone Diagrams
4
Pareto Analysis
5
Decision Matrix Analysis
Review and understand the Credit Union's risk management strategy
Risk management plays a crucial role in the financial industry. By reviewing and understanding our Credit Union's risk management strategy, you will gain insights into how we identify, assess, and mitigate various risks. Understanding the risk landscape will help you deliver analysis and recommendations aligned with risk management principles. What intrigues you the most about the Credit Union's risk management strategy?
Approval: Risk Management Team
Will be submitted for approval:
Review and understand the Credit Union's risk management strategy
Will be submitted
Reach out for any questions or clarification needed
We value your proactive approach to seeking information and assistance. Do not hesitate to reach out for any questions or clarifications you may have along your onboarding journey. Our team is here to support you and provide the guidance needed for your success. Who are you most excited to approach for help or clarification?
