Instructor: Cheryl Randle

Business Analyst Boot Camp

Part 1: The Business Analysis Profession

It's only in recent years that business analysis has begun to be recognized as a profession in its own right. While people have been performing the Business Analyst role in organizations for several decades, differing definitions of the role abound. We'll start the workshop by exploring some of them, as well as gaining a clear understanding of where the industry appears to be heading and some emerging standards for the profession.

  1. IIBA® and the BABOK®; The PMI® Guide to Business Analysis and the Business Analysis For Practitioners: A Study Guide
  2. What is Business Analysis?
  3. Business and Solution Domains—how they relate
  4. Key roles in requirements development in SDLC and Agile projects
  5. The competencies of the Business Analyst
  6. Distinguishing novice and expert Business Analysts
  7. Effective communication
  8. Six important BA skills

Practice sessions:

  • Business analysis definition
  • Competencies of a business analyst

Part 2: The Business Case for Good Requirements

IT projects have especially high failure rates, and evidence points to problems with defining requirements as one primary cause. This section presents an overview of the challenges inherent in projects in general, and specific problems typically encountered with IT project requirements. We also examine some common terms and concepts in requirements engineering.

  1. What is a good requirement?
  2. Requirements versus design
  3. Requirements attributes—who needs them?
  4. Key practices that promote excellent requirements
  5. The cost of requirements errors
  6. Requirements engineering overview

Practice sessions:

  • Characteristics of good requirements
  • Explore the differences between requirements and design
  • Evaluate requirements for effectiveness
  • Factors to improve project success

Part 3: Foundations of Requirements Development

In order to increase project success, we need to implement a repeatable, scalable strategy for effective business analysis. In this section, we'll explore a framework in which good business analysis occurs and we'll discuss ways to maximize project success using this framework.

  1. Key terms in requirements development
  2. A strategy for analyzing systems
  3. Common requirement-classification schemes
  4. The three levels of a system
  5. Levels and types of requirements
  6. The importance of traceability
  7. Understanding the business context of projects

Practice sessions:

  • Define key terms
  • Use a framework to drive out requirements
  • Types of requirements
  • Classifying stakeholders' input
  • Evaluate a fictitious but realistic organization for project alignment

Part 4: Project Initiation: Eliciting High-level and Mid-level Requirements

What most people think of as business analysis is central to project initiation. Because of the depth of skill these activities require, most Business Analysts demand separate training to develop true mastery. This course module therefore provides an overview and introduction to crucial business analysis activities by demonstrating common tools for identifying and documenting project scope, for modeling current and desired states, and for stakeholder and persona identification. And because effective initiation can lay the foundation for effective use case or user story development, we'll introduce use cases and user stories by identifying them in this module, too. After we've elicited the high-level and mid-level requirements for our project, we want to check to be sure that what we have so far is a good description of the project's scope.

  1. Understanding product vision and project scope
  2. Identifying and describing project stakeholders and personas
  3. Modeling the business
  4. Analyzing the current state and defining the future state
  5. Identifying systems and actors
  6. Determining scope
  7. Understanding and identifying use cases and user stories
  8. Taking the Agile approach: writing user stories
  9. Identifying and defining data
  10. Documenting business rules
  11. Finding quality attributes
  12. Defining and documenting the project scope

Practice sessions:

  • Modeling the business
  • Context diagramming
  • Ways to identify use cases and user stories
  • Brainstorming and chunkifying
  • Roles and Permissions matrix
  • Use case diagramming
  • User stories
  • High-level data definition
  • Entity relationship diagramming
  • Writing business rules and quality attributes
  • Evaluate a Scope Statement

Part 5: Eliciting Detailed Requirements

Savvy business analysts and project team members have a variety of techniques for finding the detailed functional and non-functional requirements on their projects. This section introduces several of the most powerful and effective analysis techniques and discusses their use in requirements elicitation. As various techniques are covered, the workshop explores how to capture and document the requirements, including effective requirements analysis and traceability.

  1. Overview of requirements-elicitation techniques
  2. Decompose processes to lowest levels
  3. Document analysis
  4. Modeling processes to generate interview questions
  5. Interviewing the stakeholders
  6. Documenting the interview and resulting requirements
  7. Adding detail to requirements we already have
  8. Refining and rewriting for clarity

Practice sessions:

  • Elicitation techniques – advantages/disadvantages
  • Process modeling
  • Generating good interview questions
  • Coping with challenging situations
  • Interview simulations
  • Writing new requirements and refining existing requirements
  • CRUD matrix and CRUD functional requirements

Part 6: Improving Requirements Quality

After we've elicited the detailed requirements for our project, we want to analyze and refine the requirements. Writing requirements is one thing—writing "good" or "effective" requirements is another matter. As we are hearing and documenting requirements from our stakeholders, we should be evaluating them for effectiveness and refining/rewriting those that are not. In this section, we'll learn to derive maximum benefit from reviews throughout the life cycle. We'll then take a closer look at the issue of requirements quality, focusing on writing effective requirements through analysis, refinement, and review. Finally, we'll discuss how to document the scope of the project to minimize rework and scope creep.

  1. Requirements quality
  2. Common problems with requirements
  3. Analyze for ambiguity
  4. Requirements inspection, analysis, and improvement

Practice sessions:

  • Analyze and rewrite requirements

Part 7: Documenting Requirements with Use Cases and User Stories

Developing use cases is fairly straightforward, but someone actually has to document the use cases and requirements discovered during the requirements elicitation process. There is also an art to writing user stories and defining acceptance criteria for the requirements. This section of the workshop focuses on how to apply the knowledge you've gained so far to writing use cases and user stories. It also examines more complex aspects of uses cases, including sub-use cases and use-case linkages in larger systems.

  1. Better user stories using the INVEST model
  2. Defining acceptance criteria
  3. Decomposition of user stories
  4. Considering use cases for decomposing user stories
  5. Use case basics
  6. Use cases and requirements
  7. Usage narrative
  8. Anatomy of a fully dressed use case
  9. Writing effective use case narratives
  10. Understanding sub-use cases
  11. Linking use cases for larger or more complex systems
  12. Use case quality
  13. Avoiding common traps and pitfalls

Practice sessions:

  • Write acceptance criteria and perform peer reviews
  • Decompose user stories
  • Write a usage narrative
  • Write a fully dressed use case and perform peer reviews
  • Check use case quality

Part 8: Packaging and Presenting Requirements

Once we've worked with stakeholders to define their functional and non-functional requirements and to document, refine, and organize the requirements, we have to package those requirements into a specification. In addition, most systems also possess a significant number of requirements that aren't necessarily associated with specific business functions. These types of non-functional requirements must also be captured and documented as part of the complete requirement specification. This portion of the Boot Camp covers how to package the requirements into a specification that can be used for system development and testing.

  1. Organizing and packaging requirements
  2. Presenting requirements for review
  3. Baselining the requirements
  4. User story backlog management
  5. Managing requirements changes
  6. Getting to consensus and approval
  7. Conducting formal and informal reviews
  8. Documenting requirements in a Requirements Specification

Practice sessions:

  • Examine and evaluate a sample Requirements Specification
  • Discuss strategies for presenting requirements to stakeholders
  • Review how to determine impact analysis for changes to the requirements
  • Create a personal action plan for success

PMI Agile Certified Practitioner (PMI-ACP) Boot Camp

Part 1: Getting Started

During this kick-off section of the class the group not only covers introductions and course objectives, but they are also taken through an overview of the different Agile methods that are tested on the exam. This section specifically covers:

  1. Introductions
  2. Objectives
  3. Working Agreements
  4. Agile Overview
    • Why Agile?
    • What is Agile?
    • Agile Manifesto & Principles
    • Agile Practices
    • The Agile Team
    • Agile Metrics

Part 2: Tools and Techniques

During this section of the class, the group examines the PMI recognized Tools and Techniques of Agile Project Management. This material represents 50% of the material on the test. This section specifically covers:

  1. Agile analysis and design
  2. Agile estimation
  3. Communications
  4. Interpersonal skills
  5. Metrics
  6. Planning, monitoring, and adapting
  7. Process improvement
  8. Product quality
  9. Risk management
  10. Value-based prioritization

Part 3: Knowledge and Skills

During this section of the class the group explores Agile Knowledge and Skills. This material represents 50% of the material on the test. This section specifically covers:

  1. Agile values and principles
  2. Agile frameworks and terminology
  3. Agile methods and approaches
  4. Assessing and incorporating community and stakeholder values
  5. Stakeholder management
  6. Communication management
  7. Facilitation methods
  8. Knowledge sharing/written communication
  9. Leadership
  10. Building agile teams
  11. Team motivation
  12. Physical and virtual co-location
  13. Global, cultural, and team diversity
  14. Training, coaching, and mentoring
  15. Developmental mastery models (for example, Tuckman, Dreyfus, Shu Ha Ri)
  16. Self-assessment tools and techniques
  17. Participatory decision models (for example, convergent, shared collaboration)
  18. Principles of systems thinking (for example, complex adaptive, chaos)
  19. Problem solving
  20. Prioritization
  21. Incremental delivery
  22. Agile discovery
  23. Agile sizing and estimation
  24. Value based analysis and decomposition
  25. Process analysis
  26. Continuous improvement
  27. Agile hybrid models
  28. Managing with agile KPIs
  29. Agile project chartering
  30. Agile contracting
  31. Agile project accounting principles
  32. Regulatory compliance
  33. PMI's Code of Ethics and Professional Conduct

PMI, PMI-ACP, PMP and PgMP are registered marks of the Project Management Institute, Inc.

PMI-PBA Boot Camp

Part 1: Introduction and Foundation of the Certification

The field of business analysis is rich with terms, concepts, tools, techniques, and processes. This beginning section sets the foundation of key terms to know in order to prepare you for the five domain areas and forty knowledge and skills areas that are part of the exam:

  1. The value of business analysis
  2. Common vocabulary
  3. Foundational elements
  4. Business Analysis Processes
  5. Business Analysis Process Groups
  6. Business Analysis Knowledge Areas
  7. Business Analysis Tailoring 

Practice sessions:

Participants will define key terms in order to understand the foundations of the business analysis profession and practice answering questions similar to the exam. 

Part 2: Business Analysis Environment

The profession of business analysis is influenced by the environment and organization in which it is performed. This section focuses on the two major categories of influence, both internally and externally.

  1. Enterprise environmental factors (EEFs)
  2. Organizational process assets (OPAs)

Practice sessions:

Participants will review their understanding of EEFs and OPAs with concept review questions.

Part 3: Role of the Business Analyst

Even though business analysis has been performed for decades, there is much confusion about the role and who performs the work of business analysis. This section provides context for the role of the business analyst, background and support of the role, and the essential competencies to succeed in business analysis.  

  1. Definition of a Business Analyst
  2. The business analysts’ influence
  3. Key competencies for business analysts

Practice sessions:

Participants will review their understanding of the role of the business analyst with concept review questions. Participants will reflect on the evolution of the business analyst role and the relationship between the business analyst and project manager.

Part 4: Needs Assessment

The first Business Analysis Knowledge Area of the exam is where people begin their requirements process and the activities that lead to project success. Emphasis is placed on the business analysis processes used to define the business problem or opportunity and perform needs assessment. Needs assessment encompasses 18 percent of the exam. In this section we review how to effectively perform these seven business analysis processes:

  1. Identify problem or opportunity
  2. Assess current state
  3. Determine future state
  4. Determine viable options and provide recommendation
  5. Facilitate product roadmap development
  6. Assemble business case
  7. Support charter development

Practice sessions:

Participants will review their understanding of the Needs Assessment Knowledge Area with concept review questions. Participants will reflect on the seven Needs Assessment business analysis processes and discuss why Needs Assessment is important.

Part 5: Stakeholder Engagement

This Business Analysis Knowledge area focuses on the identification and analysis of people who have an interest in the solution outcome. Emphasis is placed on how to collaborate and communicate with stakeholders to keep them engaged in the project, program, and/or portfolio. In this section we review how to effectively perform these seven business analysis processes:

  1. Identify stakeholders
  2. Conduct stakeholder analysis
  3. Determine stakeholder engagement and communication approach
  4. Conduct business analysis planning
  5. Prepare for transition to future state
  6. Manage stakeholder engagement and communication
  7. Assess business analysis performance

Practice sessions:

Participants will review their understanding of the Stakeholder Engagement Knowledge Area with concept review questions. Participants will reflect on the seven Stakeholder Engagement business analysis processes and discuss why Stakeholder Engagement is important.

Part 6: Elicitation

This section emphasizes how a business analysis professional plans and prepares for elicitation, conducts elicitation and confirms elicitation results from the sources used to obtain information for the project, program, and/or portfolio.  In this section we review how to effectively perform these four business analysis processes:

  1. Determine the elicitation approach
  2. Prepare for elicitation
  3. Conduct elicitation
  4. Confirm elicitation results

Practice sessions:

Participants will review their understanding of the Elicitation Knowledge Area with concept review questions. Participants will reflect on the four Elicitation business analysis processes and discuss why Elicitation is important.

Part 7: Analysis

Analysis of the requirements involves making sense of what has been revealed during Elicitation. This Knowledge Area includes performing the following requirements activities: analyzing, decomposing, accepting, verifying, validating, prioritizing, and assessing product design options. The Analysis domain contains 35 percent of the exam (which also includes the Elicitation Knowledge Area – Section VI). In this section we'll cover the following nine business analysis processes:

  1. Determine analysis approach
  2. Create and analyze models
  3. Define and elaborate requirements
  4. Define acceptance criteria
  5. Verify requirements
  6. Validate requirements
  7. Prioritize requirements and other product information
  8. Identify and analyze product risks
  9. Assess product design options

Practice sessions:

Participants will review their understanding of the Analysis Knowledge Area with concept review questions. Participants will reflect on the nine Analysis business analysis processes and discuss why Analysis is important.

Part 8: Traceability and Monitoring

Identifying the status of requirements throughout the lifecycle of the project and communicating critical information related to requirements is an important factor for project success. This Knowledge Area is concerned with managing, examining, and sharing requirements information with the project stakeholders. Traceability and Monitoring comprise 15 percent of the exam. This Knowledge Area includes the following four business analysis processes:

  1. Determine the traceability and monitoring approach
  2. Establish relationships and dependencies
  3. Select and approve requirements
  4. Manage changes to requirements and other product information

Practice sessions:

Participants will review their understanding of the Traceability and Monitoring Knowledge Area with concept review questions. Participants will reflect on the four Traceability and Monitoring business analysis processes and discuss why Traceability and Monitoring are important.

Part 9: Solution Evaluation

The final Knowledge Area examines if the delivered solution achieves the business need and satisfies the requirements. These activities could include evaluating solution performance, acceptance results, defects, and solution acceptance. Solution Evaluation comprises 10 percent of the exam. In this section we will explore the following four business analysis processes:

  1. Evaluate solution performance
  2. Determine the solution evaluation approach
  3. Evaluate acceptance results and address defects
  4. Obtain solution acceptance for release

Practice sessions:

Participants will review their understanding of the Solution Evaluation Knowledge Area with concept review questions. Participants will reflect on the four Solution Evaluation business analysis processes and discuss why Solution Evaluation is important.

Part 10: Business Analyst Competencies

To effectively perform business analysis, it is critical to possess specific skills, knowledge, and abilities. In this section we will examine the following six major categories of competencies:

  1. Analytical skills
  2. Expert judgment
  3. Communication skills
  4. Personal skills
  5. Leadership skills
  6. Tool knowledge

Practice sessions:

Participants will review their understanding of the six major categories of competencies with concept review questions. Participants will reflect on why competencies are critical when performing business analysis.

Part 11: What to Expect on the Exam

Now that you know the content expectations for the exam it's important to realize how to prepare for the exam and what to expect as you go through the application process. To ensure you successfully pass the first time, this section will cover:

  1. The PMI Professional in Business Analysis (PMI-PBA®) Application
  2. Exam requirements
  3. Exam overview
  4. Preparing for the exam
  5. Understanding the questions
  6. Taking the exam
  7. General tips to help you through the process