Essential Skills for Business Analysis™

  • Course Length:
    4 days
  • PDUs:
    Earn 28 IIBA CDUs and PMI PDUs
  • Public Pricing:
    $2395
  • Onsite Pricing:
    We offer discount pricing for onsite groups. Please contact us to discuss your specific course requirements, group size, and available training dates.
  • Essential Skills for Business Analysis™: Self-guided study available for purchase.
    Essential Skills for Business Analysis™ Study Guide

To stay competitive in today’s fast paced economy, companies need to deliver innovations that meet business or market needs without spending time on the wrong problem. This foundational course supports those efforts by providing students, regardless of their title, the essential business analysis skills they need to identify the right solutions and drive significant value on their projects. The need for strong business analysis skills is necessary for companies to streamline operations and drive customer satisfaction, therefore this course delivers instruction on a core set of proven tools and techniques for use in business analysis work. It supports and expands on the standards outlined in the IIBA BABOK® Guide V2.0.

This course explores the breadth of tasks, skills and interactions expected in a business analysis professional role. Students learn repeatable steps and practice techniques to begin a project, stay organized, enable critical thinking, and deliver clear requirements. Students leave knowing how to engage easily with project stakeholders to define the scope of their analysis and which requirements elicitation techniques are appropriate for a variety of projects. This course provides practical tips and hands on exercises to build expertise and confidence using requirements delivery strategies, independent of methodology.

This course teaches business analysis essentials to both new and experienced practitioners. Interactive workshops allow students to practice the techniques as they learn them. Regardless of the participant’s skill level, the workshop cases and discussions inspire learning insights for every level of experience. This is an excellent course to be held onsite at your organization to level set analysts across the organization. It provides consistent terminology, project participant roles, templates, and suggested standards for an organization to use as a starting point to add their unique customizations. Students are requested to bring their own projects to class to use in developing a personal post-class action plan to take their project to the next step.

In this course students will learn to:

  • Analyze and scope the area of analysis, working with project managers and business sponsors to clarify the level and complexity of the business analysis effort needed for the project.
  • Select the appropriate elicitation technique to efficiently identify critical requirements.
  • Analyze and refine business and functional requirements.
  • Ask the right questions through the use of interviewing templates developed specifically for business analysis elicitation.
  • Identify the four core components necessary to analyze a business area and provide them in a more consumable format.
  • Plan an approach for analyzing, categorizing, and managing requirements. Determine the level of formality required and consider options for documenting and packaging requirements based on project type, priorities, and risks.
  • Identify techniques and documentation options appropriate for various software development approaches (traditional, iterative, and agile) and project types (COTS, maintenance, process improvement, new development, etc).
  • Define testing objectives and verify requirements are testable.
  • Conduct effective requirements reviews to improve the quality of requirements deliverables.
  • Build strong relationships with project stakeholders.
  • Apply new communication strategies for eliciting and interacting with virtual teams.
  • Anticipate issues, think proactively, and use critical thinking skills to plan stakeholder elicitation sessions.
BA Certification Core ClassThis class is a part of the B2T Training Business Analyst Certification Program. For more information on the program, please see our Certification page.

Intended Audience

This course is designed for any individual performing critical business analysis activities; business analysts, project managers, business systems analysts, product managers, product owners, system architect or any other project team member. New practitioners will learn the tasks they are expected to perform and why each task is important. Experienced practitioners will adapt their skills and experience and learn new strategies to improve their requirements activities or ideas to help mentor others. This course may also be appropriate for individuals who manage analysis activities and business stakeholders who need a more in-depth understanding of the requirements process and deliverables.

Prerequisites

None

Introduction

  • What is business analysis?
  • Review the major tasks performed by the business analyst.
  • Discuss business analysis tasks in the context of various development methodologies.
  • Define the essential skills needed to perform their tasks.

1 hour

Project Participants and their Roles

  • Identify project stakeholders and their roles.
  • Discuss how the business analyst interacts with these participants.

1 hour

Elicitation Techniques

  • Learn to use and determine the appropriate elicitation technique:
    • One-on-one interviews
    • Requirements workshops
    • Surveys
    • Brainstorming
    • Document analysis
    • Focus group
    • Job shadowing/observation
    • Competitive analysis
    • Prototyping
    • Interface analysis
    • Reverse engineering
  • Learn to proactively plan interactions with stakeholders to make the most effective use of their time.

3 hours

Scoping the Project from the Business Analyst's Perspective

  • Identify why the project is being done in order to ensure that the right analysis effort is being performed and that requirements efforts can be appropriately prioritized. This will help to ensure that the right solution is being identified to address the real problem.
  • Get an introduction to enterprise analysis in order to understand the project in the context of the greater organization’s strategic goals.
  • Learn the context diagram technique to identify and scope “what is”, and more importantly, “what is not” to be analyzed. Analyze interfaces with people, other organizations, existing systems, and other software applications.
  • Discuss how a business analyst should collect, organize, and maintain requirements for efficient analysis and reuse on future projects.
  • Workshop - Scope the class case study project.
  • Workshop - Reinforce the analysis techniques on a current project.

5.5 hours

Defining and Detailing Requirements

  • Understand what a requirement is and why it can be so confusing.
  • Learn how to define "excellent” requirements.
  • Understand the difference between analysis and design or "business" vs. "technological" requirements.
  • Learn how software developers use requirements.
  • Learn the appropriate presentation and level of detail necessary for various audiences.
  • Learn the 4 core requirement components, what they describe, and why they are important.
    • Data (entities, attributes)
    • Process (use case)
    • External Agent (actor)
    • Business Rules
 

4 hours

Requirements Analysis Techniques

  • Learn the recommended approach to categorizing requirements. Why should requirements be categorized? Who uses each category? Why is it difficult to create distinct categories?
    • Business Requirements
    • Solutions Requirements
      • Functional Requirements
      • Non-functional Requirements
    • Transition Requirements
  • Learn the concept of traceability of requirements.
  • Discuss the most commonly used analysis techniques to organize and refine requirements. Business analysts should have expertise in many analysis techniques to be able to adapt to different types of projects and business domains.
    • Structured textual templates (process descriptions, data descriptions, business rules, use cases, user stories)
    • Entity relationship diagram
    • Decomposition diagram
    • Use case diagram and use case descriptions
    • Workflow diagram (BPMN, ANSI, UML, swim lane)
    • User interface prototyping
  • Consider options and level of formality for packaging requirements and choosing the appropriate documentation techniques for each project.
  • Workshop - Put into practice several of the analysis techniques on the course case study requirements.

4 hours

Conducting a Requirements Review

  • Learn how to improve your analysis through effective quality reviews.
  • Learn how to conduct a requirements review: Who should participate? What are the required steps? How is a session conducted? What are the common challenges?
  • Workshop - Analyze a sample requirements package.
    • Identify missing or incomplete requirements.
    • Identify potential test cases.
    • Document issues and develop an approach for going forward.

2 hours

Validate the Requirements

  • Understand the role of business analysis in validating requirements and software testing.
  • Introduction to software testing: Why is testing important? What is the business analyst's role in testing? What is the primary objective of testing? What are the phases and types of testing?
  • Learn to verify that the business requirements are complete by identifying test cases.
  • Practice identifying test cases and refining requirements based on quality assurance principles.

2 hours

Analysis Communication Skills

  • Realize how communication can make you effective or undermine your analysis efforts. Communication is at the core of business analysis.
  • Understand your personal communication style and learn how your strengths and weaknesses will impact your stakeholder relationships.
  • Learn about the communication needs of various audiences in order to more effectively elicit and present the right project requirements.
  • Learn to ask the right questions. Review selected analysis techniques to frame questions driving stakeholders to reveal core needs and problems.
  • Recognize active listening as the most powerful elicitation communication skill; learn to listen for key phrases that reveal specific types of requirements.
  • Improve listening skills by recognizing common barriers to listening, understanding verbal and nonverbal messages, acknowledging the message, and responding with appropriate feedback.
  • Workshop - Practice active listening and receive feedback from the instructors and other students.

3.5 hours

Develop Your Action Plan / Course Summary

  • Pulling it all together.
  • Optional Workshop - Draft an initial Business Analysis Communications Plan for a CRM project.
  • Develop an Action Plan with next steps on the student's current project.
  • Student questions/discussion topics.

2 hours

Appendix - Overview of Application Development Methodologies

  • Discuss various methodologies for application development.
  • Learn which models are used in each methodology:
    • Waterfall
    • Information Engineering
    • IDEF
    • RAD
    • Iterative/Agile
    • BPMN 
    • Object Oriented - UML
    • Spiral/RUP

Optional

Appendix - Working with Virtual Teams

  • Understand what constitutes a virtual team.
  • Learn about virtual team structures and terminology.
  • Learn about technology requirements for virtual teams
  • Consider business analysis process changes for virtual team work
  • Effectively utilize the people on the virtual team

Optional

Essential Skills for Business Analysis™
Course Length: 4 days
$2395
Live Virtual CourseSelect Dates
On-Site Classes:

Jun 17 – Jun 20, 2013

Hartford, CTRegister

Aug 19 – Aug 22, 2013

Atlanta, GARegister

Sep 9 – Sep 12, 2013

Chicago - Oakbrook, ILRegister

Dec 9 – Dec 12, 2013

Atlanta, GARegister