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Business Analysis: The Art and Science


Duration: 3 Days

Method: Instructor led

Price: $1650.00

Course Code: PM5004


Project managers, business analysts, systems analysts, team members, team leaders, foreman, supervisors, and managers interested in more effectively performing business analysis and design.


The key to successful projects is in meeting or exceeding the stakeholders’ vision for each project’s products. Unfortunately, detailing these requirements can be tedious, time-consuming, and fraught with error. Working in groups and using case studies, this two day course would take the participants through key information-gathering processes such as reviewing existing documentation, using role-plays to interview key project individuals, and working with special documentation techniques to help assure requirements are pegged right from the start.

This course uses examples and exercises to demonstrate the various aspects of Business Analysis. Examples are worked on together in class, with the instructor demonstrating or explaining the operations, and the participants performing the same operations. Exercises are case study-based and are performed by the participants on their own or in small groups to allow them to practice.


Upon successful completion of this course, the student will be able to:

  • Explain the importance of gathering requirements
  • Analyze processes for determining requirements
  • Gather requirements from existing documentation, interviews, and by observation
  • Determine and document requirement priorities
  • Resolve conflicts in requirements
  • Document requirements using a variety of techniques
  • Create and use models of business processes, including UML/Use Cases
  • Understand and use both “As is” and “To be” models
  • Use models to develop traceable requirements tied to test plans (black box/white box), training materials and user documentation
  • Understand and apply change management plans to requirements changes


  • I.Learning the Basics
    • Understanding Business Analysis
    • Understanding Requirements
    • Group Activity: What are Requirements?
      • Functional Requirements
      • Technical Requirements
    • Understanding UML/Use Case Modeling
      • What is UML?
      • What are Use Cases?
      • Common Analysis models
      • “As is” verus “To Be”
    • Exercise 1: Introduction to Case Study
    • Understanding Communication
      • Communication Process
      • Communication Barriers
      • Communication Styles
    • Activity: Determine Communication Style
  • II.Requirements Gathering Methods
    • Benefits and Drawbacks of Common Techniques
    • Review Existing Documentation
      • Types of Documentation
      • How to Locate
    • Exercise 2: Review Existing Documentation for Case Study
    • Develop and Analyze Surveys
      • Creating Meaningful Questions
      • Determining Who Should Participate
      • Documenting Results
      • Analyzing Results
    • Exercise 3: Develop Survey for Case Study
    • Perform Interviews
    • Use/Measure Existing System
    • Conduct Observations/Site Visits
  • III.The Interviewing Process
    • Determining Who to Interview
    • Developing Interview Questions
    • Conducting the Interview
    • Documenting the Results
    • Exercise 4: Develop Questions and Conduct an Interview for Case Study Project
  • IV.Effective Facilitation
    • Understanding Facilitation
    • Types of Sessions
      • Small Group
      • Large Group/JRP
    • Planning and Conducting Sessions
      • Determining Participants
      • Creating Agendas
      • Distributing Agendas
      • Staying on Track
      • Documenting Results
      • Following Up
    • Exercise 5: Develop and Follow a Meeting Agenda for Case Study Project
  • V.Associated Skills
    • Resolving Conflict
      • Understanding Conflict
      • Conflict Resolution Techniques
    • Exercise 6: Apply Conflict Resolution Techniques to Case Study Project
      • Team Building
      • What is a Team?
      • Common Activities
    • Activities: Participate in Two Team Building Activities
  • VI.Analysis/Requirements Models
    • Common Requirements Document
      • Formats
      • Context Diagrams
      • Use Case Maps
      • Object Participation Diagrams
      • Collaboration Tables
    • Developing/Approving Documents
    • Exercise 7: Develop the Final Requirements
    • Document for Case Study Project
  • VII.Creating Design Models
    • Common Design Models
      • Process Flow Diagrams
      • Data Flow Diagrams
      • Sequence Diagrams
      • Entity Relationship Diagrams
      • Activity Diagrams
      • Line of Vision Diagrams
    • Common Design Models
    • Exercise 8: Create Design Models for Case Study Project
  • VIII.Designing Test Plans
    • Common Test Types
      • Unit Testing
      • System Testing
      • Regression Testing
      • Acceptance Testing
    • Creating Test Plans
    • Exercise 9: Create Test Plans for Case Study Project
  • IX.Handling Change
    • Change Control Plans
      • Common Components
      • Common Processes
    • Approving Changes
    • Exercise 10: Develop and Follow a Change Control
    • Plan for the Case Study Project
  • X.Review and Evaluations