Advancing Business Analysis: The Path to Business Analysis Expertise

The role of the business analyst is continually advancing and as business analysts gain more knowledge and experience, training is needed to keep the more advanced business analyst on their career path as leaders, advisors, experts, and mentors in their profession. Advancing business analysis capabilities is about refining the abilities we have, and maybe adding a few more, to help us navigate through changing environments and produce successful outcomes and successful careers.

This course moves the business analyst out of a knowledge-based class to a practitioner class where they can have intense discussions around a variety of challenging situations, where there isn’t just one way to approach a situation. “It depends” will be the mantra. We assist the business analyst in finding their own path, to make their own choices and to find the “right-fit”. It is about making thoughtful and informed adjustments.

We help these practitioners learn to:

  1. Develop an enterprise mindset
  2. Adapt to the life cycle approach
  3. Consider uniqueness
  4. Adjust based on risks
  5. Always focus on value
  6. Bridge the capability gap
  7. Build up the tool chest

These seven steps are from “Mastering Business Analysis Versatility” by Eugenia C. Schmidt. Access to an electronic version will be provided with the course.

How business analysis is performed, in the most efficient and effective way, where the most value is provided to stakeholders - that is where business analysts can be an example to others by bringing passion and the art into their roles and careers. Can you master versatility?

4 days/32 hours of instruction
Education Credits
28.00 PDUs
4 Leadership PDUs
4 Strategy PDUs
20 Technical PDUs
28.00 PDUs
Public Classroom Pricing

Starting at: $2395(USD)

GSA Price: $2285

Group Rate: $2295

Private Group Pricing

Have a group of 5 or more students? Request special pricing for private group training today.

Download the Course Brochure

Part 1: Behaviors to advance professional capabilities

  1. Business analysis as a discipline and a process
  2. Reasons for advancing BA capabilities
  3. Be an expert, leader and advisor
  4. Build trust
  5. Exhibit courage and confidence
  6. Promote collaboration thru influence and negotiation
  7. Accept change
  8. Show your own value
    • Role play Influence techniques
    • Convey change management messages
    • Apply leadership skills

Part 2: Enhance enterprise or strategic mindset

  1. Expand cultural understanding
  2. Strategic relationships and collaboration with executive levels
  3. Strengthen vendor relationships
  4. Build governance relationships
  5. Consider strategic outcomes
    • Strategic alignment
    • Business model
    • Operational model
    • Business architecture
  6. Strategic roles
    • Assess the enterprise
    • Prepare for executive level meeting
    • Assess vendor relationship
    • Apply the Requirements Communication Plan (RCP)
    • Response to governance situation

Part 3: Adapt to the life cycle approach

  1. Overview of a generic solution life cycle stages
  2. Overview of predictive, hybrid and adaptive life cycles
  3. Deep dive on life cycle variations
    • Overall structure, timing
    • Requirements management
    • Techniques
    • Scope, schedule, resources
    • Assessment of value
    • Managing change
    • Assessing risks
    • Stakeholders
    • Quality
  4. Approach adjustments
    • Evaluate requirement attributes
    • Address scope expectation gaps
    • Address time expectation gaps
  5. Approach integration across projects
  6. Assessing project complexity
  7. Proof-of-concepts and Prototypes
    • Evaluate requirement attributes
    • Adjust predictive work breakdown structure based on scenario
    • Adjust hybrid approach workbook based on work breakdown structure
    • Adjust adaptive approach roadmap based on scenario

Part 4: Consider uniqueness (4 hours)

  1. Applying the BACCM® across life cycle appraoches
  2. Common predictive types of initiatives
    • Enterprise-wide
    • Process-driven
  3. Common adaptive types of initiatives
    • User-focused
    • Small enhancements and maintenance
  4. Common hybrid types of initiatives
    • Vendor package
    • Data-driven
    • Technology-driven
  5. Industry specific focus
    • Government
    • Non-profits
    • Manufacturing
    • Services
    • Evaluate the BACCM®
    • Assess user environment
    • Review conceptual data model
    • Adjust workbook/WBS based on industry

Part 5: Adjust based on risks

  1. Quick overview of risk management
  2. Risks and life cycle approaches
  3. Risks and business analysis
  4. Potential risks by risk types
  5. People risks
  6. Business and organizational risks
  7. Risk cultures
    • Assess and respond to requirement attribute risks
    • Evaluate a set of requirements for potential risks
    • Create a business analysis risk management plan

Part 6: Always focus on value

  1. What is value and the value manager
  2. Move from intangible to tangible
    • Value propositions
    • Business requirements
  3. Move from potential value to real value
    • Managing Assumptions
    • Value versatility at the enterprise level
    • Value versatility at the program level
    • Showing value at the requirements level (within projects and iterations)
    • Evaluate solution for real value
  4. Requirement verification and validation across the life cycles
    • Write a value proposition
    • Make business requirements more tangible
    • Apply balanced scorecard based on vision statement

Part 7: Bridge the capability gap

  1. 1.Assessments
    • Individual
    • Organizational
  2. Organizational maturity impact
    • BA role expansion
    • BA competency center
    • Program and project management
    • RMP adjustments based on maturity
  3. Close capability gaps
  4. Leverage intellectual assets
    • Share knowledge
    • Expand the people knowledge network
    • Be a mentor
    • Focus on your own development
  5. A few challenges        
    • Evaluate organization’s capabilities and tailor requirements management plan
    • Conduct individual assessment
    • Build a mentoring plan

Part 8: Build up the tool chest

  1. Techniques overview
  2. Techniques across life cycles and areas of focus
  3. Applying progressive elaboration to techniques
  4. Applying the right level of robustness
  5. Estimate variations
  6. Different applications for models
  7. Leveraging the diversity of tables
  8. Tools: homegrown, single purpose, transitional and end-to-end
  9. Technique challenges and opportunities        
    • Compare and contrast – same technique, different life cycle approaches
    • Communicate information 3 different ways
    • Apply low-fidelity vs. high-fidelity technique

  • Experienced Business Analysts
  • Managers of Business Analysts
  • Business Analysis Trainers and Consultants
  • Business Architects
  • Those Developing Business Analysis Standards  (Program Management Office or Business Analysis Centers of Excellence)
  • Business Relationship Managers
  • Business Analysts in dual roles; Change Agents, Architects, Project Managers, etc.

  • Improve leadership skills by examining business analysis leadership from many perspectives and the many factors that can affect how they lead
  • Build up courage and confidence addressing the fear of uncertainty by knowing how to confront conflicts and change.
  • Think more strategically by knowing how to collaborate and strengthen relationships with executive-level management, vendors, enterprise architects and governance entities.
  • Gain a better understanding of strategic roles that can be a career move, such as business architect, change agent or business relationship manager.
  • Effectively evaluate solution life cycle variables, initiative characteristics and risks to tailor or adjust the business analysis and overall project approach with project manager collaboration.
  • Adapt to the ever-changing and challenging situations that happen during the execution of their activities by addressing various scenarios in a low-risk training environment.
  • Improve their ability to

Advancing Business Analysis: The Path to Business Analysis Expertise Schedule

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