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Agile Value Management

Agile Value Management is about building the right thing with a customer-focused approach. This agile business analysis course covers establishment of value teams to set priorities and techniques for spreading value-based approaches such as backlog refinement, iteration and release planning, product road mapping, visioning, scoping, and portfolio management.

Agile activities are performed at the team, program and portfolio level within organizations and the course techniques are organized in this manner which is consistent with the Scaled Agile Framework (SAFe).  In class hands-on exercises provide interactive practice so that students are prepared to apply the techniques on the job. Job aides are provided as additional support after class.

Course certification bonus! This course supports the learning objectives needed to be eligible for both the professional and expert level certifications of ICAgile’s Value Management Track. Learn more about this certification and how our courses align.

Agile Business Analysis at Multiple Levels

Business analysis techniques are critical for successful value management and occurs at multiple levels. This course is a combination of 3 of our core agile classes offering broad coverage of recommended business analysis skills and techniques specific to an agile environment.

Agile Business Analysis

Learning Objectives

  • Elicit and communicate the appropriate level of requirements detail prior to and during an iteration
  • Use agile business analysis techniques to refine a backlog in a just enough and just in time fashion
  • Develop user stories and specify acceptance criteria to assist the product owner, domain stakeholders, and the team to build a quality product or system
  • Practice effective and efficient Iteration Planning
  • Use the Goals, Objectives, and Vision of a project or initiative to establish a Program Backlog
  • Model users and create personas
  • Identify features and their related benefits and descriptions
  • Use a Story Map to decompose and understand a solution
  • Create a roadmap to organize features into multiple releases
  • Prepare for and facilitate effective release planning
  • Establish a clear understanding of the scope of an initiative
  • Assess new initiatives for their strategic fit
  • Decide which initiatives to undertake and in what order
  • Know when and how to regularly assess which initiatives should continue, be revised, or stop and take the appropriate actions


Introduction to Team Level Analysis

  • Understand the use of agile business analysis skills for value management
  • Distinguish between value management at the team or project level and value management at the portfolio level
  • Discuss how value management occurs in common agile approaches
1 hour

Backlog Refinement

  • Use decision filters to guide collaborative decision making
  • Group and sequence backlog
  • Understand and describe user stories
    • Splitting, slicing, and chopping user stories to get them to an appropriate size
    • Use Models, Examples and acceptance criteria to further understand and describe user stories
    • Build a shared understanding of non-functional requirements as user stories or Acceptance Criteria
    • Use a Definition of Ready to indicate “just enough” analysis of a user story
  • Create a Discovery Board to visualize, manage, and improve your discovery process
3.5 hours
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Iteration Planning

  • Create Sprint Goals to aid iteration planning
  • Consider risks, assumptions, constraints, and non-functional requirements during iteration planning
  • Account for dependencies between backlog items during iteration planning
  • Involve stakeholders at the appropriate level during Iteration Planning
  • Use spikes to learn through building and feedback
1.5 hours

Manage Value During Build & Test

  • Demonstrate collaborative decision making techniques useful in team settings
  • Manage dependencies outside the team during an iteration
  • Use a Delivery Board and Definition of Done during an iteration
  • Evaluate the value a team delivers as a result of each iteration
  • Elicit and act on feedback from the team and stakeholders throughout the course of an initiative
  • Identify, record, maintain, and manage artifacts so they will be valuable in the future
1 hour

Introduction to Agile Business Analysis at the Program Level

  • Describe agile business analysis at the program level in relation to team and portfolio level analysis
  • Describe Techniques to coordinate a program of work including Scaled Agile Framework (SAFe), Disciplined Agile Delivery (DAD), and organic approaches
.5 hour

Creating the Program Backlog

  • Use a Program Vision as the basis for establishing a Program Backlog
  • Use models to elicit and understand the context in which a Program exists
  • Identify Features and their related benefits and descriptions
  • Demonstrate how to identify Backlog Items from models
  • Model users and create personas
  • Identify and address non-functional requirements
  • Perform Gap Analysis to ensure that the Program Backlog represents a complete solution
2.5 hours

Roadmap Planning

  • Use Cost Of Delay to prioritize the backlog
  • Apply Minimum Viable Product and Minimum Marketable Feature to roadmap planning
  • Use Decision Filters to select features that align with organizational strategy
  • Use Story Mapping to decompose and understand a solution
  • Create a Roadmap to organize features into multiple releases
2 hours

Release Planning

  • Identify and manage Program Risks using ROAM
  • Create SMART Program Increment Objectives at the team and program level
  • Address  constraints and non-functional requirements during Release Planning
  • Discuss how release planning differs in a single team setting
2 hours

Introduction to Portfolio Level Agile Business Analysis

  • Describe portfolio level analysis in relation to team level and program level analysis
  • Understand how initiatives are used as the main unit of business analysis in portfolios
  • Discuss the roles involved in value management
.5 hour

Strategic Alignment

  • Use techniques such as SWOT and Purpose Based Alignment to understand strategy
  • Establish SMART Objectives for an initiative to express client, customer, and business value in measurable terms
  • Use Impact Mapping to identify and select options for meeting business goals
2 hours

Analyzing Initiatives

  • Use the Context Diagram, high level processes, and epic value statement to define the scope of an initiative
  • Determine the planned value of an initiative
  • Build a business case that includes the various aspects that influence the approach taken to complete an initiative
2 hours

Portfolio Management

  • Understand your portfolio stakeholders and how to identify their needs that have to be protected in the portfolio
  • Understand how different types of constraints can have an effect on a portfolio
  • Manage risks at the portfolio level through understanding the complexity and uncertainty of initiatives.
  • Make portfolio level decisions about whether to commit to, transform, or kill initiatives that support strategy.
  • Visually track the portfolio to aid communication about value
  • Discuss the concepts of organizational change management and its relevance to initiatives
2 hours

Course Summary

  • Bringing it all together
  • Develop an Action Plan with next steps on the student’s current project
.5 hour