Scope Your Area of Analysis

Download PDFScoping is the process of defining the boundaries of a product, program, project, or iteration. Depending on your viewpoint and your involvement in the project, the components within the scope you’re analyzing may be slightly different; i.e. budget, time, resource, quality or features and functions; or stakeholders, interfaces, data flows, and processes. For purposes of this class, the viewpoint considered is from the business analysis scope perspective to identify the stakeholders (external agents or actors), interfaces, data flows, and high-level processes of concern in order to effectively determine the area for which analysis needs to be performed.

Business Analysis Scope

Business analysis scope is defined using a context diagram.context data flow diagram
This course covers scoping techniques and best practices to ensure that you are eliciting and analyzing the right requirements based on the problem statement and that you have a framework for staying within the boundaries of the project. It also provides a technique to facilitate enough analysis so that requirements aren’t missed, but aren’t overdone either. The scope diagram provides a baseline and a primary reference for measuring all future project changes and project performance.

Learning Objectives

  • Determine WHY a project is being done to ensure the correct analysis effort is planned and to prioritize requirements efforts appropriately
  • Practice an approach to ensure that the problem your project is supposed to address is clearly understood
  • Analyze and scope the area of analysis, collaboratively with project managers and business stakeholders, to clarify the level and complexity of the business analysis effort needed for the project
  • Review enterprise analysis concepts to more fully understand the project’s context in relationship to the organization’s strategic goals
  • Identify interfaces, data flows, and high-level processes associated with the project by creating a context data flow diagram. An invaluable tool for planning and communications

Is this course for you?

Not sure if this course is a good fit for your needs? Take our self-assessment!

Class Experience

Over 60% of the day is conducting interactive exercises which provide students an opportunity to practice the techniques they’ve learned in a reinforcing and safe environment. Extensive debriefs are conducted with individual feedback for improvement and job aids are used during class then provided as a reference for participants to use after class. We encourage students to bring their projects so that the practice is within their context. A case study is provided for students without a project or they may work in a group with a project.  The course supports the standards in the IIBA BABOK® Guide and the PMI-PBA certification. This course is appropriate as a 1 day class or as part of the 4-day Essential Skills for Business Analysis course. Learning doesn’t stop in the classroom however. View our approach to see what else is included.

Course Outline

Introduction.5 hours

  • Define solution scope and explain its applicability and purpose
  • Differentiate between solution scope and project scope
  • Identify the components of scope and explain the purpose of a business requirements document
  • Describe the value of scoping your area of analysis

Define Project Context and Purpose2.5 hours

  • Survey the Project
    • Explain how to assess a project within the larger context of the enterprise
    • Identify the documents and information valuable to establishing project context
  • Define Project Purpose
    • Differentiate business drivers from problem solutions
    • Study problems and opportunities in the organization
    • Clearly state business objectives
    • Define project approach
    • Compose a well-defined problem statement
    • Construct a project glossary and illustrate its value

Depict Other Key Scope Parameters1 hour

  • Distinguish and express key scope parameters and explain their importance
    • Risks
    • Assumptions
    • Constraints
    • Dependencies
  • Plan for detailed scope elicitation

Scope Your Area of Analysis1 hour

  • Express scope with graphical representation (Context Data Flow Diagram)
    • Illustrate components of graphical scope & order of definition
      • Identify external agents
      • Analyze and identify data flows
      • Distinguish project boundary
      • Formulate purpose-driven name
  • Complete scope with text representation
    • Detect stakeholders from scope context
    • Analyze scope parameters for impacts on analysis planning

Finalizing Scope1.5 hours

  • Evaluate and prepare scoping results
    • Indicate newly identified project information
    • Identify important actions performing a final quality check
    • Produce formal context DFD (scope diagram)
  • Validate Scope with Stakeholders
    • Explain process of validating your area of analysis
    • Describe considerations when planning communications about scope and impacts
    • Explain the importance and describe an approach to gaining stakeholder agreement on scope
  • Baseline the scope
    • Define a baseline
    • Describe the value and purpose of baselining the results of the scoping effort
  • Describe next steps for business analysis after scoping
    • Identify the transition to requirements management
    • identify options for requirements analysis and elicitation
    • Explain how scope is used throughout the project

Course Summary.5 hours

  • Bringing it all together
  • Develop an Action Plan with next steps, based on the student’s current project

Appendix – Job Aid

  • Tips for Ensuring Quality in the Context DFD
  • Risk Responses and Planning

11 reviews for Scope Your Area of Analysis

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  1. Allison J.

    The class was great. My favorite part was the context diagram.

  2. Janet N.

    Excellent coursework and instructor!

  3. Sean S.

    The course and instructor were excellent. B2T provides the best BA training I’ve had to date.

  4. Diana B.

    Within one week of the class, I need to facilitate a requirements gathering session, and I hadn’t done this in 20 years (I am a Project Manager). Using the tools from the class, I was able to successfully conduct this requirements session and one of the participants stated it was the most efficient sessions he had attended.

  5. Senthil C.

    Training is good and very precise. Learned a lot. Some things I was doing before this class without knowing the techniques. This
    course structure helps me to shape it very well so I can use it in my job.

  6. Manjula B.

    This course was an eye opener to me to find out all the techniques that can be used to perform analysis on a project.

  7. Brenda E.

    I was able to apply yesterday’s training to my school work last night and job yesterday afternoon. It was great using it right away.

  8. Benjamin V.W.

    This is a fantastic training course that you offer and it has taught me a lot. I took Training and Development courses in grad school and this was very impressive. I have a background in training and you have inspired me to keep up my skills.

  9. Diana G.

    For a virtual class this has been a great experience. I have interacted with my classmates just as I would in a real classroom.

  10. Sean S.

    The group exercises are great. Overall the class is best virtual training I’ve taken. Very impressed.

  11. Keri M.

    Our instructor was organized and explained the material well. She allowed us to use real life examples and apply the information learned during the session.

Scope Your Area of Analysis Course Length: 1 days

October 1, 2019 Live Virtual 9:00 - 5:00 EST Register
Request Onsite
Length 1 days
Intended Audience

This course is designed for individuals of any discipline who are performing scoping activities; business analysts, project managers, business systems analysts, product managers, product owners, system architect, process engineers, requirements engineers, or any other project team member.

Prerequisites None
Endorsed by

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(11 customer reviews)

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