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Salesforce Certified Business Analyst · Salesforce
Select one answer.
Written by other learners. Comments can disagree with the marked answer — check the official documentation when in doubt.
I’m leaning toward A rather than C, and here’s my reasoning. The key phrase is “before a future state is proposed to key stakeholders.” That means we’re still in the discovery and alignment phase, so the question is who the BA needs to align with before presenting anything. Why A makes sense: The executive is the sponsor who initiated the request. Before proposing a future state, the BA needs to confirm the goals, scope, constraints (budget, timeline, resources) and acceptable trade-offs with that sponsor. Otherwise there’s a risk of proposing a solution that doesn’t match the sponsor’s expectations. Why not C: A kickoff meeting is a project management activity that launches the project and sets team roles and expectations. At this stage, the problem and desired outcome aren’t defined yet, so there’s not much to set expectations about. It’s also more the project manager’s responsibility than the BA’s. Why not B: Integrations are a technical concern that comes later, once requirements and the solution are clear. Given that the sponsor is the one who defines success, aligning with them first seems the most logical step. That said, I can see how C could be argued as the “official” answer if the exam expects the team to be organized before any proposal is made.
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.