Course Taxonomy: Fundamentals

Strategic Adaptive Planning

Introduction to Strategic Planning

  • Definition and importance
  • The strategic adaptive planning process
  • Benefits and challenges of strategic adaptive planning

Situational Analysis

  • SWOT analysis (Strengths, Weaknesses, Opportunities, Threats)
  • PESTLE analysis (Political, Economic, Social, Technological, Legal, Environmental)
  • TOWS (Threats, Opportunities, Weaknesses, Threats)
  • Competitive analysis and benchmarking

Defining Vision, Mission, and Objectives

  • Crafting a compelling vision statement
  • Developing a clear mission statement
  • Awareness of canvases to support visions, and missions
  • Setting SMART (Specific, Measurable, Achievable, Relevant, Time-bound) OKRs (Objective Key Results)

Formulating and Implementing Strategies

  • Identifying strategic options
  • Choosing the right strategies
  • Awareness of canvases to support strategies
  • Developing roadmaps

Validating Assumptions

  • Defining hypothesis
  • Validating assumptions
  • Continuous improvement and feedback loops

Monitoring, Evaluating, and Revising Plans

  • Tracking Progress
  • Outcome vs output
  • Performance measurement techniques
  • Adapting plans based on data

Navigating Change & Transformation

Understanding change and transformation

  • Defining Change and Transformation: Clarify what change and transformation mean in a business context.
  • Drivers of Change: Explore internal and external factors that necessitate change, such as market dynamics, technological advancements, and organisational goals.

The change process

  • Change Models and Frameworks: Introduction to popular models like Kotter’s 8-Step Change Model and ADKAR.
  • Phases of Change: Understanding the stages of change from initiation to consolidation.

Setting a vision for change

  • Crafting a Vision: How to create a clear and inspiring vision for change.
  • Aligning with Organisational Goals: Ensuring the vision supports the broader organisational objectives.
  • Communicating the Vision: Strategies to gain buy-in and support.
  • Employee Involvement: Encouraging feedback and fostering a culture of openness.

Leading the change

  • Role of Leadership: The importance of leadership in driving change.
  • Understanding Urgency: Fostering a sense of urgency to drive the change.
  • Key Leadership Skills: Emphasising communication, empathy, resilience, and vision.
  • Overcoming Resistance: Creating the conditions for change and building a coalition of change champions.

Implementing change initiatives

  • Developing Change Roadmaps: Creating strategic roadmaps and backlogs for change.
  • Overcoming Resistance: Strategies to manage resistance effectively.
  • Monitoring Progress: The importance of tracking progress and making adjustments.
  • Ensuring Coordination: Aligning and coordinating efforts across the organisation.

  1. Sustaining Change
  • Embedding Change: Integrating change into the organisational culture.
  • Reinforcement Mechanisms: Techniques to sustain change over the long term.
  • Measuring Success: Evaluating the impact of change and celebrating successes.

Metrics and OKRs

1. Introduction to Metrics and OKRs

  • Definition and importance
  • History and evolution of OKRs
  • Benefits of OKRs
  • Differences between metrics, KPIs, and OKRs

2. Setting Effective OKRs

  • Understanding objectives and key results
  • Characteristics of effective OKRs
  • Common pitfalls in setting OKRs

3. Implementing OKRs in Your Organization

  • Steps to introduce OKRs in your organisation
  • Creating alignment across teams – the unbroken chain of why
  • Potential challenges when implementing OKRs
  • Receiving outcome-based feedback

4. Using data in product development

  • Understand the importance of data throughout a product's lifecycle
  • Explore different data points that can be used from product discovery through to delivery
  • Understand different approaches to capture innovation data to validate assumptions

5. Measuring and Tracking Performance

  • Outcome vs output metrics
  • Selecting relevant metrics
  • Leveraging data to measure value
  • Adjusting OKRs based on performance data

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

Visual Thinking Skills

Part 1: The Theory of Visual Thinking and Drawing Deep Dive

We will focus on the why of Visual Thinking before progressing with drawing techniques and top tips. By the end of this section of the course, you will have a bank of reusable images to master and evolve.

  • Building a visual vocabulary, objects, icons & figures

Part 2: Building your Visual Thinking Toolbox

We will focus on some key aspects of Visual Thinking including…

  • Containers, connectors & banners
  • Lettering techniques
  • Layout, structure patterns & flow

You now have all of the ingredients necessary to tell an impactful visual story.

Part 3: Visual Facilitation and Active listening

During this final module, we will run active listening exercises before simulating idea mapping and problem-solving exercises with the use of online graphic templates. 

  • Active listening techniques
  • The use of Graphic Templates
  • Visual facilitation simulation

Now you have the ability to embrace group diversity and convergent thinking virtually.

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.