TOGAF Case Study Exercises & Questions - Trainer Notes
TOGAF Case Study Exercises & Questions - Trainer Notes
The course is aimed at the classroom based Lecture/Lab format and is split into two separate courses (L1 & L2).
This has caused challenges because of the sheer number of slides and the duplication between the two course
exam objectives. Our solution to this is to only display a selected number of slides leaving the rest for revision at
night (please feel free to modify which slides are hidden to match your teaching style). The fact that not all slides
are used in the classroom is mentioned during the introduction please stress to the class the importance of
revisiting/ revising ALL slides at night. Also we have taken a big area of overlap between the two courses and
placed this material at the end of the L1 course and at the beginning of the L2 so if all your students are there for
the full 4 days you only need to do the L2 slides (a superset of the L2 material) – more info later in this guide.
The other exercises were developed to cope with smaller classes where there is little discussion. They can also be
given as homework. Please make sure the class is aware that the exercises are optional so they do not feel “short
changed”
Most of the work has gone into re-drafting the L2 questions in the C/S and the Practice Questions section. I have
corrected them and harmonised them as much as I can. I have also added to the explanations in these notes (which
also include the answers for the 4 L2 Practice questions)
TOGAF Case Study Trainer’s Notes © The Knowledge Academy 2014 P:1
Documentation
Delegates get the following:
Pre-course documentation
PDF of TOGAF Document (sent with pre-course)
PDF of TOGAF Doc abstracts (sent with pre course)
Course workbook (issued in the classroom)
Pre-course material
Consists of JIs (sent by our sales colleagues), a guide to preparing for the course and the case study scenario, a set
of PPT slides (sent as a PDF) which acts as an introduction to EA. All this is electronically sent to a delegate when
they purchase the course.
Workbook contents:
• Section 1 Level 1 (Foundation) Course slides
• Section 2 Level 2 (Certified) Course Slides
• Section 3 Case Study & Optional Exercises
• Section 4 Course Practice Questions (Written by us to get people started – 2 20 question L1 for
homework and 4 L2 style questions)
• Section 5 Reference Diagrams (useful revision diagrams form the Open Group)
• Section 6 TOGAF Document extracts (same as sent out in pre-course)
• Section 7 Open Group L1 Mock Exams
• Section 8 Open Group L2 Mock Exam
• Section 9 Technical Information (few additional bits put together by TKA – including an example of
the ADM cycle & domains)
TOGAF Case Study Trainer’s Notes © The Knowledge Academy 2014 P:2
Course timing
Day 1
Usually I finish Day 1 at the start of the ADM cycle (sometimes I get through the first two phases). At this point
the class probably has a good overview of TOGAF and can attempt the DAY1 practice questions(in section 4) as
homework that evening. Other homework is read through the slides and read first 4 pages of the last section in the
workbook (phases & domains). The day ends between 16:00 – 17:00 with 45 min break
Day 2
I usually start with revision then on to the ADM cycle at this point. In the Trainer resource folder there is a PPT
with just the ADM cycle on it. I use this for revision taking the class through cycles, flow, asking questions etc. I
tend to do this every day of the course as they get more and more clued up this time could take up to 10:30
With this in mind I usually finish the ADM cycle about 16:00 ish. If the class are all continuing to L2 then I give
them the option of moving onto the L2 slides or calling it a day. The last set of L1 slides (Describing the
Enterprise) is expanded and duplicated at the start of the L2 course (as both courses have the same objectives) so
unless you have some people only doing L1 there is no point in going through these twice. If I have L1 only people
on the course then I speed up a bit (less revision Tue morning) and do that section.
I usually do the Principles L2 question this day to get people started on thinking about that exam
Homework is the same as Monday except using the Day 2 practice questions(again from section 4)
Remind Student they need the TOGAF document either paper or preferably electronically tomorrow (to handle
practice L2 questions)
The principles question can be answered by the delegates using the document abstract in the section 6 of the
workbook)
Day 3
Again a review then into the slides – I try and get Arch Vision out of the way by the end of the day. There is a lot
in that module. I work through the exam based exercises and depending on class speed some of the others as
required.
Homework is review and I usually set a L2 question typically Q1 Acme Car Corp, plus Exercise 18 (selecting
artifacts) if not done in class. This is a good question as on Day 3 I take class through TOGAF document pointing
out critical chapters and we have a discussion about artifacts and look at the artefact table. I do not give too much
guidance as I want them to trawl through the artifacts section of the book and talking about the question too much
gives away the shortcut (ie if you work out the correct order – baseline or target – then you are bound to get at least
3 marks by guessing)
We usually finish the day about 16:30
Day 4
First the question then review (this can go on some time)
I move through the rest of the slides and usually finish about 15:00-16:00 the last day. By this time the class is
usually burned out and are happy to leave
TOGAF Case Study Trainer’s Notes © The Knowledge Academy 2014 P:3
Advice/ Answers for Case Study
Many Exercises are open activities - have class justify decision. I tend to divide large classes into groups, give
them wall space, then get them to post up their answers - class then goes for look see
In class discussions encourage quick/ short responses (Elevator Pitches), EA need to make quick pitches to C class
Executives and many in the classroom have difficulty in this area.
TOGAF Case Study Trainer’s Notes © The Knowledge Academy 2014 P:4
EX1: Elevator Pitch
Class of 11 gave 20mins for this – broke into groups of 2 or 3
An ice breaking session to be performed early in course. Class should base this on pre-course. Restrict pitch to 30
secs
Three projects presented first is horizontal (across whole enterprise) second is segment (Commercial Lifts
Division) the last one is capability architecture
Situation Response
The EA team is asked to include the provision of a centralised Compliance If the impact is significant for the business
strategy, then there may be a need to redo the
Management System into their project. This will cover all the areas sold whole EA — thus a re-architecting approach.
into by the company detailing compliance with local regulations. The
impact of the change is significant for the business strategy.
In a separate initiative Challenge has decided to offer I-Pads to their staff If a new technology or standards emerge, then
there may be a need to refresh the Technology
instead of the traditional lap-top. Staff members who opt for the new Architecture, but not the whole EA — thus an
technology will also need to access the ERP system. This extra incremental change.
functionality needs to be completed within the current budget No additional resources also pointer
The team has received a request from senior management to provide access Security to be considered as well! Extra
funding for this probably re-architect
to the ERP system on Android based devices and the Kindle. These devices
are popular with many staff members who have purchased them privately
(at their own expense) and want to use them for work functions. Senior
Management is keen to promote the business use of personal devices and is
willing to provide extra resources to enable this
Because of improvements in computer architecture, the installation team If the change is at an infrastructure level — for
example, ten systems reduced or changed to
suggest decreasing the size of the ERP host cluster from 8 to 6 servers. This
one system — this may not change the
will save money with no decrease in performance architecture above the physical layer, but it will
change the Baseline Description of the
Technology Architecture. This would be a
simplification change handled via change
management techniques.
A mistake has been discovered. It seems that the Baseline Architecture Prob partial re-architecting (Incremental)
as Business Vision unchanged etc
identified in phases B-D was not sufficiently rigorous. This is causing
problems with the implementation
TOGAF Case Study Trainer’s Notes © The Knowledge Academy 2014 P:5
In order to penetrate the North American market, Challenge has decided to The Business strategy has changed so
method suggests re-architecting
merge with a US based rival. A new company is to be established and new
working practices will be needed
Due to a change in regulations, the implementation of the new data-centre Substantial change is required to
components and guidelines for use in
will require addition components. Guidelines for the new components will deployment of the architecture could be
also be required re-arch or Incremental (partial
re-architecting). New principles needed
Answers based on Open Group viewpoint - if re-architecting new Request For Work MUST be issued
B=5
A=3
D=1
C= Distracter
Asked to meet only TWO concerns: Security & Reliability NOT to redefine the complete list of principles
needed.
Data is Shared is a possible (manual says linked to the other Data principles) makes no different to the
answers
TOGAF Case Study Trainer’s Notes © The Knowledge Academy 2014 P:6
Have them present as written bullet points then stick to classroom walls so that opinion
can be shared. Suggested classroom time 15 mins. Interesting to see how different
areas start building together – one class we linked mobile phones to health centres
and fitness centres: it was possible to see future interlinkages evolving
D=1, The Data & Services may provide a bit of clarity but do not focus on the concerns raised. The best
you can say about this is it is a bit better then C
C=0, Think distracter. Neither Governance nor Motivation will help achieve objectives
The governance extension is intended to allow additional structured data to be held against objectives
and business services, supporting operational governance of the landscape
Pete: I don’t think that this extension is useful as we have NOT been asked to consider Op Governance
as part of the solution. The document does say it should be used in large complex transformation type
projects which the ERP project is however.
TOGAF Case Study Trainer’s Notes © The Knowledge Academy 2014 P:7
The process modeling extension is intended to allow detailed modeling of process flows by adding
events, products, and controls to the metamodel. Typically, enterprise architecture does not drill into
process flow, but in certain process-centric or event-centric organizations it may be necessary to
elaborate process in a much more formal manner using this extension module.
The motivation extension is intended to allow additional structured modeling of the drivers, goals, and
objectives that influence an organization to provide business services to its customers. This in turn
allows more effective definition of service contracts and better measurement of business performance.
Answer
TOGAF Case Study Trainer’s Notes © The Knowledge Academy 2014 P:8
2. Motivation (p354)
3. Infrastructure (p352)
4. Data (p350)
5. Process Modeling (p348)
Which phase are we in? Team just formed, Architecture Governance Board in place, asked to develop
Arch Vision therefore most likely to be in Phase A
C: 5
Correct answer we need to develop a high level vision first, fix the scope and get requirements Section
7.4 (specifically 7.4.6). B Scenarios are the favoured technique here as this will allow is to determine
what the business needs. This answer is the most comprehensive (compared to B) solution to meet the
needs stated in the question
B3
We need to understand the current functionality that is to be duplicated. Challenge operates a
de-centralised IT support framework so the current baseline is probably vague. So it makes sense to
baseline first however the stakeholders are worried about the new solution not meeting their needs so it
is important to collect their requirements. Also B is describing Transition Architectures which are really a
concern of Phase E we are in phase A. Despite this I think it is a bit better than A
A: 1 does not covered the baseline important here also is vendor instead of business focused. This is
focussing on vendor aware products which is the focus of phase E not something that should really be a
primary focus at the beginning of the cycle. Worth one mark as better than D
D: distracter : re written 30/8/12 we do not move directly to Implementation planning should conduct
BTRA in Phase A first.
EX 16: Requirements
May have to explain functional & non-functional (refer to technical notes section of workbook)
List chosen so all delegates should have some they are familiar with
TOGAF Case Study Trainer’s Notes © The Knowledge Academy 2014 P:9
EX 19: BTRA –
Can be done in class as a group exercise or given as day 3 homework to be be discussed next day – the risk slide
example (Risk ID & Mitigation Worksheet) uses this for it’s examples so if performed as homework the Risk
slides come first – might like to mention this when you give out the homework or when discussing the slide
C (5) BTRA is major to what is being asked it is used in Phase A and phase E (ref 7.4.5) and chapter 30
(BTRA) BTRA includes a risk assessment (possible generated by B Scenarios mentioned in D)
D (3) poss, This takes us part of the way there but a BTRA is more comprehensive
A (1) Phase B is concerned with Business so will identify some risks but not all (are the business
prepared to accept the latest version of Office?) Also is later than C & D
B(0) distracter Implementation Factor Assessment & Deduction Matrix in Phase E (slide & Manual)
Concerns:
Securing trade secrets: Some of the work will use external contractors so for these a formal contract (with an
NDA) a good point
Standard way of building: but unfortunately changes need to be made to accommodate compliance regulations
The project is about implementing a new process NOT about checking that the process is delivering good output
(this is stated obliquely in the scenario text “standard approach for panel creation”)
According to the manual Dispensation is a temporary affair so in theory it cannot be used for accepting local
compliance changes. In this version I have amended ans A to have the AGB amend the contract – can’t prove this
from the book but logical
I think this question groups the answers into pairs – A & D correct, B&C not very good at all. B & C have correct
elements in them but not very many. C has a trap in that the inspection work is for Business as Usual not the
implementation of the new process which is the focus of the EA. The ranking of B & C is open to challenge, the
ranking of A & D a bit more obvious
A: 5
D: 3
No need to re-create the contracts as they already exist but you should review them (as in A)
No mention of compliance reviews (as in A) this makes D less comprehensive than A
B: 1
Ist paragraph weak as per D 2nd Para talks about an automatic dispensation effectively removing control from
Chief Engineer and AGB also dispensation wrong
C: Distracter
“You use issued contracts” not told contracts issued just prepared so review far better option. As an EA you are
not interested in monitoring the quality of each panel you want to make sure the implementation projects are
running correctly
2nd para is overkill – why would you wish to do this for every change request?
TOGAF Case Study Trainer’s Notes © The Knowledge Academy 2014 P:10
EX22: Transition Planning
V1.5.6A changed wording in question to indicate that Draft Imp & Mig plan only just being started – this moves
activity back a bit – answers tweaked as well
There is a problem here as someone has jumped the gun and decided on three transitions. This may have been
proposed at the Vision stage and the idea has “stuck” as ideas often do. This should be revisited in Phase E which
is when Implementation Transitions should be made (on the basis of a consolidated Gap and a BTRA)
A: 3. Meets Option 1 Asses transitions so should schedule for ent capability and also assesses risk OK (but should
be done before DRAFT Imp & M plan. However this is grammar). Also this answer does not address the risk
question or the Value. The State Evolution Table does not really cover value or risk and anyway the answer says
use it to identify only Transition Architectures.
According to the book (P294) A consolidated Gaps wis not the planning tool for working out transitions – that is
the Architecture Definition Increments table
D: (1) Meets 1 (option 2) need after a fashion. No mention of consolidation for gap analysis. Information about
potential solutions probably B C D if you take book literally. Value Realisation will help option 2 however this
occurs in Phase G and tests whether benefits achieved worry is should we starts so BVA better. Think this answer
is weaker than A which is why relegated to third place
According to the book it is the Architecture Definition Increments Table NOT the State Arch Evolution
Table which allows you to plan transitions. The SAET illustrates the BBs evolution
B: Distractor interoperability is not mentioned as a concern what about Value for Money etc?
This illustrates how we could be tested on adapting the ADM. For this knowledge of the additional security tasks
in each stage is important (chapter 21). In the course we cover both SOA and Security very lightly – recommend
that students read up on the chapters in the manual as part of their pre-exam study. This is based on the preliminary
stage (guided by scenario) so could show relevant slides as an example
TOGAF Case Study Trainer’s Notes © The Knowledge Academy 2014 P:11
Surprisingly the TOGAF document states that the EA can update the corp security policy in Preliminary Stage
(P202 section 21.5 second para frm the bottom second line from the bottom)
“You identify and record the requirements needed to address the Board’s concerns”. Everywhere else we are
firmly told that requirements gathering starts in Phase A however P202 has a title in bold about requirements.
These, I think, are slightly different requirements viz “regulatory & security policy requirements” so this
statement in the answer is probably OK (as it mentions the requirements in conjunction with the “Board’s
concerns)
D=(3) Starts well need to understand Snr Stakeholder perspective. Allocating a team probably not envisaged for
liaison role and all work in progress excessive. According to the book “You identify the parts of the business
which will be affected by any changes necessitated by increased security as well as those who will not be affected
directly but may need to interoperate with the modified systems” is a correct activity for Preliminary (paraphrased
some of the bullet points on P202)
While these are correct answers A has more correct answers (actually the best solution comes from combining
both A & B)
C: (1) OK as far as it goes but no mention of adding security capability to the team etc. Securing endorsement
occurs in phase A (p204 top para) . Again best we can say is that it is better than B the distractor
B: Distractor . Board not concerned with Time and Costs in this question.
“Based on your understanding, you then define necessary security-related management sign-off milestones for
phases A to D” according to the book this takes place in Phase A (P204)
“Finally you hold a series of workshops to obtain management support for your security measures” as in C this
takes place in Phase A (P204)
TOGAF Case Study Trainer’s Notes © The Knowledge Academy 2014 P:12
Practice L2 Questions (section 4 of workbook) answers
Typically given as day 3 homework. If done in class usually done after exercise 18 before
starting Phase E
3.3.1
Baseline or target first? - scenario talks about business but nothing else, also specifically states few
architectural assets in repository (ie few BBs). Given that the company wish to reuse assets wherever
possible we need to take a look at what we currently have. This means that we need to establish
Baseline first if possible – question lists three points that need to be addressed
A:5 All three points covered (some with multiple artefacts) & baseline first
C:3 Only covers points 1 & 2 & baseline first
D:1 Wrong way round (Target first) covers 2 points (2 & 3)
B:0 Distracter artefacts do not exist & Target first
TOGAF Case Study Trainer’s Notes © The Knowledge Academy 2014 P:13
X is a change in v3.3.1 not present in previous workbook, r removed in V3.3.1
Q2 ACME Components
Typically done in class after Phase F has been covered.
We are at phase F
Steps
7. Complete the architecture development
cycle and document lessons learned
A:5 marks
Describes three activities in phase F
B 3 marks
B is very close but not as comprehensive as A also Imp Factor & Deduction Matrix in E (already done)
time-lines Implementation & Migration Plan is this the draft plan (phase E)
C distracter
C is describing phase G
D 1 mark
Covers part of the tasks but only a small amount
Implementation Governance model in in phase F
TOGAF Case Study Trainer’s Notes © The Knowledge Academy 2014 P:14
Q3 Sunrise Hotels
Typically done in class after having covered adapting the ADM for iteration.
The company is up against a strict time limit so they do not want to go over work done previously
The target business process has been defined as have the applications & data domains (using COTS
so they are pre-selected for us)
Nothing except the hardware is carried forward and the state of this is not clear. So we should start with
understanding the hardware, we know the rest so into implementation planning
D (5)
Time is really short for this (100 hotels less than a year). The scenario tells us that the only thing being
carried forward is the current hardware (which may need enhancing). We are told that the Business
process is well understood and will not change. We are told that we will be using COTS so we have to
accept the databases that come with the applications (according to TOGAF). As these are understood it
makes sense in theory to work out what hardware upgrades are necessary (the only unknown) then
consider how to implement the new architecture.
C (3)
A good answer but a lot of the work already done there is no need to go through B as business process
already covered. Also no mention of the need for Baseline Technology in phase D
A (1)
As we are using COTS then the Data & Applications are fixed for us. Skipping B is OK theoretically as
we have the target Business Process but we are still wasting time which is in short supply
Requirements already established
While this will provide a solution it will take waste more time than D & C.
B distracter: The one thing being carried forward is the existing technology so we need to visit D before
moving to phase E
TOGAF Case Study Trainer’s Notes © The Knowledge Academy 2014 P:15
Q4 Talk Is Cheap
This can be done in addition to or instead of Exercise 15
The key to this question is that the stakeholder map matrix staring on page 256 of the TOGAF is the reference data
for the assessment. It is not a subject exercise based on students experience/opinions. Even though the TOGAF
document refers to it as an example Matrix, for exam purposes, it is the only source available.
Sue is a member of both Human Resources (Keep satisfied) and the Board ( keep Informed) From the power
interest matrix if someone is both classifications, their combined/resultant classification will be Key Player (high
power and interest)
Bill is part of Procurements and according to the matrix is therefore a Key Player.
Kate is a Program manger and therefore part of the PMO. This makes her classification according to the document
as Keep Satisfied. She is NOT a project executive, and the entry in the document that some students might
incorrectly refer to (Project Executive eg Program Manager) just means that that role could be fulfilled by a
ProgMan, not that it IS always filled by a ProgMan.
TOGAF Case Study Trainer’s Notes © The Knowledge Academy 2014 P:16