
Lesson Overview: In this lesson, you'll gain an essential introduction to the field of business analysis. We explore the pivotal roles and responsibilities that define a business analyst's work, the differences between internal and external roles, and how these elements contribute to the success of projects and organizations.
Learning Objective: After completing the lecture, you will be able to recognize the key roles and responsibilities of a business analyst and understand the differences between internal and external roles.
Agenda:
Understanding the business analyst's role and leadership
Differentiating analysis from analytics
The importance of standardization and adaptability in business analysis
Exploring the nuances of internal vs. external roles in business analysis
Key stakeholder roles and their impact on business analysis
Takeaways:
A clear understanding of the core responsibilities of a business analyst
Insight into how business analysis interacts with other fields like project management
The ability to distinguish between internal and external business analysis roles
Knowledge of how to approach stakeholder engagement effectively
Lesson Overview: In this lesson, you will explore the essential practice of stakeholder analysis, a crucial task in business analysis. You'll learn about various methods to identify, prioritize, and engage stakeholders effectively throughout a project.
Learning Objective: After completing the lecture, you will be able to identify and prioritize project stakeholders, define their roles and responsibilities, and apply effective stakeholder engagement techniques. Additionally, you will learn how to manage stakeholder expectations and determine the best methods for conducting stakeholder communication.
Agenda:
Understanding the process of identifying stakeholders in a business analysis context
Techniques for prioritizing stakeholders based on their influence and interest
Defining stakeholder roles and responsibilities at different project stages
Exploring tools like RACI charts, stakeholder engagement matrices, and power-interest grids
Methods for engaging and communicating with stakeholders effectively
Managing and aligning stakeholder expectations with project objectives
Takeaways:
Mastery in identifying and categorizing stakeholders for successful project outcomes
Ability to prioritize stakeholders based on their relevance and impact on the project
Insight into effective stakeholder engagement techniques and tools
Skills to manage stakeholder expectations and foster strong communication channels
Confidence in navigating complex stakeholder relationships and ensuring project alignment
Lesson Overview: In this lesson, you will learn about the critical steps involved in business analysis planning. The discussion focuses on how to identify key stakeholders, define scope, plan activities, and manage risks to ensure a successful business analysis process.
Learning Objective: After completing the lecture, you will be able to conduct business analysis planning in the role of a business analyst, develop necessary strategies and tactics, and select appropriate methodologies.
Agenda:
Understanding the role of the business analyst in planning
Identifying stakeholders and defining the project scope
Planning and estimating business analysis activities
Managing risks specific to business analysis
Developing a comprehensive business analysis plan
Differences in planning for plan-driven versus adaptive (Agile) approaches
Takeaways:
Clarity on the business analyst's strategic role beyond task execution
Mastery in planning and preparing for requirements development
Insight into selecting the most effective techniques for requirements gathering
Ability to anticipate and manage risks in business analysis
Knowledge of creating a living, adaptable business analysis plan
Understanding of how to align the business analysis plan with overall project goals
Lesson Overview: In this lesson, you will learn the fundamentals of requirements elicitation, a core activity in the business analysis process. The focus will be on understanding the various techniques for gathering requirements, and the role of the business analyst in ensuring these requirements are clearly identified and documented.
Learning Objective: After completing the lecture, you will be able to apply key techniques for requirements elicitation, manage stakeholder communication effectively, and ensure that gathered requirements align with project goals.
Agenda:
Introduction to requirements elicitation and its significance in business analysis
Overview of different elicitation techniques
Best practices for communicating with stakeholders during the elicitation process
Ensuring alignment of elicited requirements with overall project objectives
Takeaways:
A clear understanding of the importance of requirements elicitation in successful project outcomes
Practical knowledge of various techniques used in eliciting requirements from stakeholders
Skills to communicate effectively with stakeholders to gather precise and comprehensive requirements
Ability to ensure that all elicited requirements are in line with the project's goals and objectives
Lesson Overview: In this lesson, you will focus on the requirements analysis process, a key activity for any business analyst. This lesson covers how to assess, prioritize, and validate requirements to ensure they meet stakeholder needs and align with project objectives.
Learning Objective: After completing the lecture, you will be able to effectively analyze and prioritize requirements, ensuring that they align with business goals and are feasible within the project scope.
Agenda:
Introduction to requirements analysis and its importance
Techniques for assessing and prioritizing requirements
Methods for validating requirements against business needs
Best practices for managing changing requirements during a project
Takeaways:
A strong understanding of how to assess and prioritize requirements
The ability to validate requirements to ensure alignment with business objectives
Techniques to manage changes to requirements effectively throughout a project
Confidence in ensuring that all project requirements are feasible and aligned with the overall project scope
Lesson Overview: In this lesson, you will learn the critical steps involved in requirements documentation. This lesson focuses on the techniques and best practices to ensure that requirements are clearly and accurately documented to serve as a solid foundation for the project's success.
Learning Objective: After completing the lecture, you will be able to document requirements effectively, ensuring they are clear, concise, and aligned with stakeholder expectations and project goals.
Agenda:
Introduction to requirements documentation and its importance
Best practices for writing clear and concise requirements
Techniques for validating documented requirements with stakeholders
Understanding the role of documentation in the project lifecycle
Takeaways:
A clear understanding of the importance of well-documented requirements
Practical skills in writing clear, concise, and actionable requirements
Ability to validate documented requirements with stakeholders to ensure alignment
Knowledge of how proper documentation impacts the overall success of a project
Lesson Overview: In this lesson, you will focus on the critical processes of requirements management and communication. The discussion covers how to effectively manage requirements throughout the project lifecycle and ensure clear and consistent communication with all stakeholders.
Learning Objective: After completing the lecture, you will be able to manage and communicate project requirements effectively, ensuring they are understood, agreed upon, and aligned with stakeholder expectations.
Agenda:
Introduction to requirements management and its importance in project success
Techniques for managing requirements throughout the project lifecycle
Best practices for communicating requirements to stakeholders
Handling changes to requirements and maintaining alignment with project goals
Takeaways:
A solid understanding of the importance of requirements management in ensuring project success
Practical techniques for managing requirements throughout the project lifecycle
Skills to communicate requirements clearly and effectively with stakeholders
Ability to handle changes to requirements and maintain alignment with project objectives
Lesson Overview: In this lesson, you will learn about the essential activities involved in solution evaluation and acceptance. The focus is on how to assess the effectiveness of a solution, gather feedback, and ensure that the final product meets the defined requirements and stakeholder expectations.
Learning Objective: After completing the lecture, you will be able to evaluate the performance of a solution and determine its readiness for acceptance by stakeholders.
Agenda:
Introduction to solution evaluation and its role in the project lifecycle
Techniques for gathering and analyzing feedback on the solution
Methods for validating that the solution meets requirements
Criteria for determining solution acceptance and readiness for implementation
Takeaways:
A comprehensive understanding of how to evaluate the effectiveness of a solution
Practical techniques for gathering and analyzing stakeholder feedback
Ability to validate that the solution aligns with the original requirements
Skills to determine when a solution is ready for stakeholder acceptance and implementation
Lesson Overview: In this lesson, you will focus on strategy analysis and the development of product roadmaps. The discussion covers how to assess an organization's current state, define future goals, and create a roadmap to achieve these strategic objectives.
Learning Objective: After completing the lecture, you will be able to perform strategy analysis, identify gaps between the current and future states, and develop a product roadmap aligned with organizational goals.
Agenda:
Introduction to strategy analysis and its role in business analysis
Techniques for assessing the current state of an organization
Defining future goals and identifying gaps
Creating and managing a product roadmap that aligns with strategic objectives
Takeaways:
A solid understanding of how to conduct strategy analysis effectively
Practical techniques for identifying and addressing gaps between current and future states
Skills to develop and manage a product roadmap
Confidence in aligning product development with broader organizational goals
Lesson Overview: In this lesson, you will focus on understanding life cycle models and the core competencies required for effective business analysis. This session highlights the importance of selecting the appropriate life cycle model for your project and how these choices align with the competencies needed to drive successful outcomes.
Learning Objective: After completing the lecture, you will be able to identify and apply various life cycle models in business analysis and understand the competencies necessary for each model to ensure project success.
Agenda:
Introduction to life cycle models and their significance in business analysis
Overview of different life cycle models, including waterfall, iterative, and agile approaches
Core competencies required for effective application of each life cycle model
Aligning business analysis competencies with project goals and life cycle stages
Takeaways:
A comprehensive understanding of various life cycle models and their application in projects
Practical skills in aligning business analysis competencies with the selected life cycle model
Knowledge of how to adapt business analysis techniques based on the project’s life cycle
Confidence in choosing and implementing the appropriate life cycle model to achieve project success
I once flew to Munich for what was supposed to be a two-day meeting with a client. Three people from their side sat with me in front of a mock-up of their new website: one from one department, one from another, and their external designer. I pointed at an area of the screen and asked a simple question. What happens when you click here?
The first person said process A starts. The second said no, process B starts. The designer said you can't click there at all.
That evening I called my wife and told her I would not be home until Friday.
If you manage projects, you have been in that meeting. Maybe not in Munich, but in the room where everyone agrees on the project until someone asks how it will actually work. What happens next is business analysis: getting the right people talking, finding out what they really need, and turning that into requirements the team can build from.
Many projects never have a business analyst to do that work. It still has to be done, and very often it lands on the project manager. This course teaches you how to do it well, and how to work effectively with a business analyst when you have one.
Conversations with an expert, not lectures
Mastering Business Analysis is a series of in-depth conversations between me, Cornelius Fichtner, PMP, and business analysis expert Laura Brandenburg, CBAP.
Laura started her business analysis career in 2003, went on to build and lead a team of business analysts, project managers and QA professionals as a director, and in 2008 founded Bridging the Gap, where she trains professionals in business analysis. She is also the author of How to Start a Business Analyst Career.
I have been a project manager since 1989, and since 2005 I have conducted more than 500 interviews for The Project Management Podcast. My role here is to ask the questions a project manager would ask, and to keep asking until the answer is something you can use on Monday morning.
When Laura explains the difference between verifying and validating requirements, the follow-up asks whether the same person should be doing both. When she walks through the different types of requirements, the follow-up asks whether it actually matters which category a requirement ends up in. When the conversation turns to agile, she explains which parts of business analysis never fit into a user story at all.
Along the way, Laura shares the projects that taught her these lessons:
A company with a data warehouse full of information that still couldn't answer the questions its managers needed answered. The project had been attempted without a business analyst: plenty of conversations, no decisions.
A remote team that openly resisted a project, until the project team flew out, spent two full days listening, and adjusted the scope around their concerns. The resistance ended up improving the outcome.
A project where an architect built the infrastructure while the business analysts gathered requirements, with no connection between the two, until someone had to work out how to make them fit.
What you will study
The lessons cover all six knowledge areas of the IIBA's BABOK Guide, each discussed from the perspective of someone who has to apply it on a real project.
Foundations. What business analysis really is, how analysis differs from analytics, and how internal and external business analyst roles differ.
Planning and stakeholder engagement. How to identify and prioritize stakeholders and manage their expectations, and why something as simple as a meeting agenda that explains why each person is in the room builds real engagement. How to plan the business analysis work itself, which deliverable to start with when time is short (the one that resolves the most uncertainty), and how to tell scope creep apart from genuine discovery.
Requirements, from start to finish. Why "What do you want?" is the worst way to open an elicitation session, and how to choose the right elicitation technique for the situation. The differences between business, stakeholder, solution and transition requirements. Laura's rule of thumb for splitting your effort: roughly 10 percent planning, 70 percent analysis, 20 percent documentation. Formal versus informal documentation, and the defects she sees most often: inconsistent terminology, passive voice that hides who is responsible for what, and inconsistencies across documents. Finally, managing and communicating requirements, including the tools and traceability involved.
Strategy, solution evaluation, and roadmapping. How to compare solution options using a feature matrix, what happens when traceability is missing, how strategy analysis moves from current state to future state, and how product roadmaps connect projects to strategy.
Life cycle models and competencies. How predictive and adaptive approaches change the business analyst's work, including Laura's discovery that she spent more time on documentation on an agile team, not less, and the competencies that make a business analyst effective.
The BA and PM partnership. A final expert interview on how the two roles divide and share the work, how business analysis fits into agile delivery, and what artificial intelligence is changing for business analysts. It includes one distinction every project manager should hear: some changes reflect genuinely new information, and others only mean the team never finished clarifying what it wanted. The first kind is agility. The second kind is rework.
Who this is for
This course is for project managers and PMI credential holders who have some project experience and want a deeper understanding of business analysis, whether they work alongside business analysts or regularly end up doing that work themselves. It applies equally to predictive, agile and hybrid environments, on small projects as well as large ones.
It is not a certification exam prep course for business analysts, and it does not teach specific requirements tools or software. It teaches the thinking behind the work.
Earn 5.75 PDUs
If you hold a PMI certification, completing this course earns you 5.75 PDUs toward your renewal: 4.75 Ways of Working, 0.5 Power Skills, and 0.5 Business Acumen, at one PDU per hour across nearly six hours of content. Udemy issues a certificate of completion when you finish.
By the end
You will understand what good business analysis looks like, why projects that skip it tend to pay for it later, and how to work with a business analyst, or do the work yourself when there isn't one.
And the next time three people give you three different answers about the same screen, you will recognize it for what it is. Not a delay, but the most valuable meeting on your project.