Course Taxonomy: Fundamentals

AgilePM Foundation & Practitioner

Part 1: Agile Project Management Fundamentals

  1. What is Agile? Major agile approaches
  2. Benefits of Agile project management
  3. When to use Agile project management
  4. Risks and benefits of Agile
  5. Preparing for successful Agile projects
  6. Agile project management principles

Part 2: The Agile Project Management Process

  1. Agile project management framework
  2. Configuring the Agile Project Lifecycle

Part 3: Products and Deliverables

  1. Management, business, and solution focus

Part 4: Agile Project Teams

  1. Agile project roles and responsibilities
  2. Agile project team empowerment
  3. Agile project team structure

Part 5: Agile Project Management Techniques

  1. Facilitated Workshops
  2. MoSCoW Prioritization
  3. Iterative Development
  4. Timeboxing
  5. Modelling

Part 6: Project Management and Control

  1. Agile requirements
  2. Agile planning
  3. Agile risk management
  4. Testing, quality, and maintainability
  5. Agile estimating and measurement
  6. Agile configuration management

 

Agile HR Explorer

  • The New World of Work & HR
  • Agile Foundations
  • Introduction to Agile HR
  • Mini Case Studies
  • Agile HR Themes

Agile Boot Camp for Non-Software Work: ICP Fundamentals Certification

Part 1: Why Agile? The Case for Change

Businesses have historically been plagued by many problems, including inadequate requirements, which lead to products that customers aren’t happy with and sometimes can’t use. We start the class by making the case for a shift to an Agile approach to solve the problems and to gain an overall understanding of the basic principles, and benefits of Agile approaches.

Team Exercise: As a class we will discuss the various problems that the class has experienced in their own projects so that we can then understand how Agile will help them address these problems. The class will understand from this exercise that they are not alone with a set of problems that others also experience.

Part 2: Becoming Agile

We will understand the Agile Manifesto and Principles. We first visit Lean which is foundational and influences all other Agile methodologies. Then we will have an overview of Scrum. Scrum is the most popular Agile methodology and is great for projects. Scrum or Scrum variants are being used by about 75% of those using Agile, but Scrum is not the only Agile approach. We’ll then see how Kanban might be a better answer for other types work (e.g. operations and sustainment).

Review Agile methodologies practiced in organizations today (e.g. Scrum, Kanban).

  • Agile Mental Models
  • Agile Manifesto
  • Agile Principles
  • Agile Practices

Team Exercise: Teams will engage in a fun exercise that will reinforce the importance of, and power behind, self-organizing teams. As with sports teams, individual roles are important, but even more important is the need to work toward a common goal together. At times that means blurring the lines of traditional roles. Great teams will not define themselves by their individual roles.

Part 3: Building an Agile Team

Agile focuses on creating a team that can deliver results over and over. In this section we will discuss what makes a high-performing team and how to build that team. The section will also cover the team roles associated with an Agile approach.

Team Exercise: We will discuss as a class what makes a great team based on teams we've participated on that were great.

Part 4: Delivery with Scrum

In this section, we will review the Scrum framework and the various Scrum techniques. Scrum provides a great framework for building new products, especially when all the requirements are not known. Scrum techniques can also be used with other Agile methods like Kanban.

Agile Project Planning

  • Vision
  • Roadmap
  • User Roles and Personas

Team Exercise: Teams will practice turning User Roles into full fleshed personas.

Part 5: Backlog Planning

  • Writing User Stories
  • Prioritization
  • Estimating

Team Exercise: Each team will conduct a brainstorming session for creating a product backlog in the form of user stories. Each team will present some of their user stories and the instructor will lead discussion about where teams hit the mark and areas for improvement (Instructor will not have all of the ideas, this is a great opportunity for team dynamic).

Part 6: Iteration Execution

  •  The Daily Scrum
  •  Story Review
  •  Visual Management
  •  Agile Metrics

 

Part 7: Inspect and Adapt

The power of Agile comes from the fact that continuous improvement is built into the Agile system. In this section we will review how People, Product and Process improve themselves through a frequent inspect and adapt process. We will discuss the main Agile ceremonies that help us accomplish this: Iteration Review/Demo and the Retrospective.

  • The Iteration Review
  • The Demo
  • The Retrospective

Team Exercise: Teams will discuss what things they can do the day after class ends to take what they've learned and implement it immediately so that they don't lose what they've learned.

Part 8: Kanban Overview and Concepts

Not all work fits well into a Scrum framework. Kanban is an Agile method that helps us to improve a delivery process with a focus on continuous improvement. We will cover the foundation of Kanban concepts, properties, and terminology. We will also understand the philosophy behind the Kanban framework and how it originated.

Topics covered:

  • Kanban's 5 Core Properties
  • Kanban Emergent Behaviors
  • Kanban concepts, principles, and terminology

Part 9: Implementing Kanban

The best way to understand Kanban is to go through the process of implementing it. This section goes through the various techniques and ceremonies associated with Kanban.

Topics covered:

  • Visualization of Work
  • Work Item Types, Card Walls
  • Workflow, Queues and Buffers
  • Cadences, Work-in-Progress
  • Bottlenecks, Issues and Blocked Items

Team Exercise: Kanban boards are an invaluable communication tool. Each team is tasked with coming up with their board that clearly communicates their commitments and progress against those commitments.

Part 10: Kanban Metrics and Reporting

Kanban uses metrics a little differently than other Agile methods. In this section we will understand how metrics and reporting are leveraged with Kanban.

Topics covered:

  • Tracking Work-in-Process, Cumulative Flow Diagrams
  • Lead Time, Trends, Throughput

Part 11: Scaling Kanban

Applying Kanban techniques to other types of efforts. How to track requirements, decouple work, and leverage the Minimal Marketable Release.

Topics covered:

  • Scaling Kanban for different size efforts
  • Minimal Marketable Release
  • Two-Tiered Card Walls

Part 12: Kanban Improvements

Learn how to recognize opportunities for improvement in your Kanban system and what to do about them.

Topics covered:

  • Three types of Improvement Opportunities
  • Estimations, Class of Service
  • Service Level Agreements, Policies

Team Exercise: Teams will build a cadence calendar to use with their teams to organize work, share learnings, and build a focus on continuous improvement.

Part 13: Agile Adoption

Agile Adoption can be accomplished with different approaches and at different speeds. In this section, we will review the best practices of Organizational Change Management as it applies to Agile adoption and considers the primary reasons for adoption failure. 

Topics covered:

  • Kaizen Culture and Mindset
  • Agile Leadership
  • Kotter's Model
  • Continuous improvement culture

Team Exercise: We will wrap the course up and end with a discussion on “Where do you go from here?”.

Entry Certificate in Business Analysis (ECBA) Certification Prep

Part 1: Welcome to the class!

We'll start the ECBA™ Certification Prep Class with an overview of what the ECBA™ is, the process for applying, scheduling your test and, of course, passing it. We’ll review sample questions provided by the IIBA and how the test questions are distributed over the 6 Knowledge Areas, Competencies, and Techniques in the BABOK®. We will also provide a preview of the ECBA™ course content and our process for delivering a valuable learning experience.

Part 2: Business Analysis & Key Concepts Overview

Before we can focus on the BABOK®, we will need to cover critical foundational material on the topic of business analysis. We'll start by providing an overview, including common terms, concepts, techniques, and models that all business analysts must know to pass the ECBA™ examination. What is business analysis? Throughout this section, practice questions are reviewed.

  1. The role and competencies of the business analyst
  2. The Systems/Software Development Life Cycle (SDLC)
  3. Project & Requirements Life Cycle Management
  4. Requirements Engineering basics
  5. Levels of requirements, tool and techniques
  6. Perspectives, systems, processes, and actors

Part 3: The Business Analysis Knowledge Areas

At the heart of IIBA certification is high level knowledge of the BABOK®. In this section of the class, we'll dive appropriately into each Knowledge Area. As we cover each of these six subject-matter areas, we'll share the essential information you need to know for the ECBA™ examination. You'll come to understand the structure of the BABOK® and discover some practical tips for remembering what you need to know. And of course, the class will help you continue to increase your comfort and confidence with the examinations via realistic practice exercises throughout. Combined with the opportunity to discuss your questions, these activities will help you further refine your strengths and weaknesses with the material:

  1. Business Analysis Planning and Monitoring
  2. Elicitation & Collaboration
  3. Requirements Life Cycle Management
  4. Strategy Analysis
  5. Requirements Analysis & Design Definition
  6. Solution Evaluation

Part 4: Underlying Competencies

Having attained an appropriate understanding of the BABOK® Knowledge Areas, you must still understand and know critical business analysis fundamentals. This module takes a structured review of the underlying competencies you need to know for the ECBA™ certification:

  1. Analytical Thinking and Problem Solving
  2. Behavioral Characteristics
  3. Business Knowledge
  4. Communication Skills
  5. Interaction Skills
  6. Tools and Technology

Part 5: Techniques

A Business Analyst employs a variety of tools and techniques during a project to ensure successful results. Throughout the course, we will review the Tools & Techniques in the BABOK® so that you have sufficient knowledge to respond to questions on the test:

  1. Elicitation & Collaboration techniques
  2. Diagramming and modeling techniques
  3. Root cause analysis techniques
  4. Acceptance and evaluation definition techniques
  5. Post-project assessment techniques

Part 6: A Guide to Success on the Exams

At the end of this one day course, you will be provided a few final tips to improve your examination experience. In this final section, you'll get our best tips and have the opportunity to practice with a sample examination on your own. The Study Guide provides practice test questions with answers and BABOK® references.  

  1. Recommendations for next steps
  2. Key tips to remember for the exam
  3. Final test hints
  4. Practice examination

Introduction to Agile

Part 1: Why Agile

  • What are the factors driving business turbulence and need for agility.
  • Understanding the changing mindset
  • What a Burning Platform is and how it ties to the need for change.
  • Why change may be needed.
  • The difference between traditional delivery and Agile delivery.
  • Why implementing Agile provides benefits beyond traditional delivery.
  • Benefits of adopting Agile.

Part 2: Agile Foundations

  • The 4 Agile Values in the Agile Manifesto.
  • The 12 Agile Principles that guide how we do our work.
  • The Agile Mindset.

Part 3: Agile Teams

  • That an Agile team is a system.
  • Scrum Team Roles.
  • Levels of Team Maturity

Part 4: Agile Methodologies

  • The value of Lean and the relationship to Agile.
  • Differences between iterative and continuous flow work.
  • The work drives the method.
  • How Agile teams embrace Continuous Planning.
  • Products, Product visions and users
  • Key Scrum events for planning and execution.
  • Review User Stories
  • Understanding Minimum Viable Product
  • The 3 core Scrum artifacts: Product Backlog, Sprint Backlog, Product Increment.
  • The importance of adapting and continuous improvement.
  • The benefits of conducting a Review at the end of each Sprint.
  • The Retrospective, your most powerful agile tool.
  • Differences between Scrum and Kanban, and complimentary capabilities.
  • The benefits of limiting the Work in Progress.
  • Stop starting and start finishing!

Part 5: Agile Adoption

  • Barriers to agile adoption.
  • Thinking about knowledge growth using Shu Ha Ri.
  • Realizing a suitable agile culture
  • Kotter Framework for organization change.
  • Ways to scale agile across large projects and portfolios.

Agile Boot Camp: ICAgile Fundamentals Certification (ICP)

Module 1: Why Agile? 

In today’s rapidly changing business environment, traditional methods of product development cannot always match the business needs. Businesses often experience delivery issues such as long delivery times and failure to adapt to the changing customer demands. We start by making the case for shifting to an Agile approach to solve problems and to gain an overall understanding of the principles and benefits of Agile approaches. 

  • Business turbulence
  • Agile Compared to Traditional Delivery
  • Benefits of Adopting Agile

Team Exercises: We will discuss the various challenges that drives business turbulence and how agility helps companies to adapt to changing circumstances. These challenges are tied back to the attendees’ own experiences in a changing environment. 

Module 2: Becoming Agile 

To learn more about Agile we review the Agile Manifesto, Principles, and the Agile Mindset. We start with Lean, which is a foundational component and influences all Agile methodologies. We will visit different agile approaches for both iterative development and continuous flow work and identify different types of work in their own context.

  • Agile Mental Models
  • Agile Manifesto and Principles
  • Types of Work
  • Agile Methods

Team Exercises: Teams will engage in a fun exercise that will improve understanding, and reinforce the importance of, the agile principles. We will also discuss the various types of work that they encounter in their own context.

Module 3: Agile Teams 

Agile focuses on creating a team that can deliver outstanding results on a consistent basis. In this section we will discuss what makes a high-performing team and how to build that team. The section will also cover the team roles associated with an Agile approach.

  • Attributes of Successful Teams
  • Agile Team Roles
  • Team as a System
  • Collaborative Team Environments

Team Exercises: As a class, we will discuss the attributes of a great team based on the attendees’ own experiences. The class will also identify components needed for collaborative environments – physical and virtual.

Module 4: Agile Product Planning 

A common myth is that Agile does not involve planning. In actually, there are five levels of planning on an Agile project including the Product Vision, Roadmap, Release Planning, Sprint Planning, and the Daily Standup. Utilizing team projects, we will take a hands-on look at the different levels of planning and how it applies to the team’s work. 

  • 5 Levels of Planning
  • Product Visions
  • Product Roadmaps
  • User Roles and Personas

Team Exercises: Teams will identify a team project and use that project for many upcoming exercises. They will practice creating a Product Vision, identifying Roadmap components, and turn User Roles into full-fleshed personas.

Module 5: Product Backlog 

The Product Backlog contents represent all the work of the Agile Team. We will investigate the different types of items represented in the Product Backlog including how those items are refined over time.

  • Product Backlog Items
  • Writing User Stories
  • Acceptance Criteria
  • Story Reviews

Team Exercises: The class will discuss Product Backlog components and how to break Epics into smaller User Stories. Teams will conduct a User Story Writing Workshop to create initial User Stories for their team project. Each team will present examples of their user stories and the Instructor will lead a discussion about where teams hit the mark and areas for improvement (Instructor will not have all of the ideas, this is a great opportunity for team dynamics).

Module 6: Prioritization and Estimation

The Product Backlog contains the work but the way the Backlog is prioritized and estimated is key to building a successful product. We will look at agile practices for prioritization and team estimation. In addition, we will better understand how we deliver product increments through Releases.

  • Prioritization
  • Estimating
  • Story Points
  • Release Planning

Team Exercises: We will review a retailer case study and their approach to prioritization key system features. Team will practice Story Point estimation. Project teams will identify needs for their first product release.

Module 7: Sprint Planning and Execution

In iterative development, the team works in a series of time-boxed events to deliver incremental value. These timeboxes are called “Sprints”. We will look inside the Sprint to understand the way the team works to produce value.

  • Sprint Planning
  • Product Increment
  • The Daily Standup
  • Agile Metrics

Team Exercises: Teams for define a Definition of Done for their team project. Teams will also identify key learnings and critical points about sprint execution. 

Module 8: Inspect and Adapt

The power of Agile comes from the fact that continuous improvement is built into the Agile system. In this section, we will review how People, Product and Process improve through a frequent inspect and adapt process. We will discuss the main Agile ceremonies that help us accomplish this: Sprint Review, Demo and the Retrospective.

  • Sprint Review
  • Demo
  • Retrospective

Team Exercises: The class will engage in an exercise to summarize the key events and artifacts within the Scrum framework. Teams will discuss how they could apply what they have learned to their current work and what they can start doing now so they do not lose what they have learned.

Module 9: Kanban Systems

Not all work fits well into a Scrum framework. Kanban is an Agile method that helps us to improve a delivery process with a focus on continuous improvement. We will cover the foundation of Kanban concepts, properties, and terminology. We will also understand the philosophy behind the Kanban framework and how it originated. The best way to understand Kanban is to go through the process of implementing it. This section goes through the various techniques and ceremonies associated with Kanban.

  • Kanban's Core Practices
  • Kanban Concepts, Principles, and Terminology
  • Visualization of Work
  • Managing Work-in-Progress

Team Exercises: We will use new team projects based on continuous flow types of work. Teams will engage in several exercises to build their own Kanban board that clearly communicates their commitments, encourages collaboration, and enables continuous improvement. We will also engage in discussions on key Kanban concepts and how Kanban may apply to their types of work.

Module 10: Adoption and Scaling

Agile Adoption can be accomplished with different approaches and at different speeds. We will review the best practices of Organizational Change Management as it applies to an Agile adoption and consider some of the primary reasons for adoption failure.  

  • Organizational Change Models
  • Scaling Methods
  • Delivery Self-Assessment

Team Exercises: We will wrap-up the course and attendees will identify concepts they can apply to improve their own product delivery.

Business Agility Foundation (ICP-BAF)

Part 1: Welcome and Introductions

  • Summary: Opening and general logistics for the class.
    • We start with the basics to get to know each other and understand the objectives of the course. We will model the creation of Working Agreements that contribute to building trust on a team.
    • Topics covered:
      • Opening and Introductions
      • Agenda and Learning Objectives
      • ICAgile Certification Overview
      • Working Agreements

Part 2: The Need for Business Agility

  • Summary: Today’s environment is one of perpetual change at a rapid pace. A VUCA world best describes our current times – one of volatility, uncertainty, complexity, and ambiguity. Our traditional tried and proven methods do not let us respond to these conditions at the required pace. To meet these demands, successful companies adopt the practices of Business Agility. To achieve agility organizations have to change the way they think about the workforce, customer value, and product development. We will also cover the following: What is Business Agility? In this section, we will look at what it means for an organization to be “Agile.” Topics include the foundational components of Business Agility such as principles, teamwork, customer value, and continuous improvement. 
  • Topics covered:
    • Business Agility: Drivers, Criticality, Values, Principles, and Dimensions
    • VUCA
    • Case for Change: Empowering Teams
    • Case for Change: Customer Value and Continuous Learning
    • Measures of Success

Part 3: Compelling Vision and Clarity of Purpose

  • Summary: Painting a vision of the future with a strong sense of purpose is an essential component to enabling high-performance. It brings alignment to teams and stakeholders. Operating in an Agile fashion challenges our learned organizational behaviors and outdated thoughts about management. In this section, we will look at how building a vision of the future guides our teams and ways that our individual behaviors must change so that our organizational behaviors can change. Gaining new skills and abilities is essential but we also have new ways of thinking about work and the customer experience. As a change agent for shifting how the organization works, we first have to recognize our own blind spots and pre-conceptions. 
    • Topics covered:
      • Compelling Vision and Clarity of Purpose
      • Focusing on the Big Picture and Emerging Future
      • Blindspots, Mental Models, Patterns, and Sensemaking
      • Complex Dynamics of Change
      • Understanding of Customers, Stakeholders, and Emerging Markets

Part 4: New Ways of Thinking

  • Summary: Creating and managing value is the essence of Business Agility. To do so requires an understanding of value. This includes defining value, making value visible, managing the cost of value, and the time to achieve value. In this section, we will look at new ways of thinking to help us manage and produce value. This includes adopting a growth mindset, recognizing marginal value and negative value, and using Polarity Management to manage problems. We will look at different ways of thinking such as the Lean systems perspective for linking goals and actions and Design Thinking to help us accelerate effectiveness and agility.
    • Topics Covered:
      • Developing a Growth Mindset
      • Breaking Paradigms and Making Value Visible
      • Relationship Between Complexity and Business Agility
      • Recognizing and Managing Dilemmas, Paradoxes, and Polarities
      • Lean Systems Thinking
      • Design Thinking Approaches

Part 5: New and Differentiating Behaviors

  • Summary: To drive new approaches to working requires that we leverage new behaviors. In this section, we look at ways of working that will help enable business agility. We will start with one of our most effective tools, high performance questions, to motivate fresh thinking and challenge assumptions. Business Agilists demonstrate a bias for action and look to empirical measures for our results so we can make proper decisions, such as to pivot or persevere. This section includes a sampling of the Lean Startup framework, Kanban systems, and iterative frameworks.
    • Topics covered:
      • High-Performance Questions: Ask vs. Tell
      • Experimenting and Hypothesis Testing
      • Lean Startup and Canvases
      • Kanban Values and Systems
      • Iterative Framework and Sampling of Practices

Part 6: Designing the Future

  • Summary: Enabling agility in an organization requires changes how each person works and an environment that nurtures agility. An environment that focuses on what is important, practices continuous improvement, and embraces emergent learning. As individuals, we have to break free from our traditional ways of thinking and move towards an Agile mindset. In this section, we reflect on Business Agility capabilities and practices, synthesize workshop learnings into actionable workbooks, action plans, and personal development plans.   
    • Topics Covered:
      • Creating Space for Optimal Engagement and Value Creation
      • Business Playbook
      • Action Plans for Accelerating Business Agility
      • Personal Development Plan
      • Review ICAgile Learning Objectives and Video