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Business Analysis Essentials


This is an IIBA Endorsed Education Course. See below for details on PDUs.

This is an introductory course designed to provide participants with a basic understanding of the benefits, functions and impact a business analyst has within an organization. The course discusses the
business analysis process as it is applied throughout a project as well as the pre-project activities that comprise strategy analysis. Participants learn how a business analyst supports the project throughout the solution
development life cycle, from defining business needs and solution scope to validating that requirements have been met in the testing phase and ensuring the solution continues to provide value after implementation.
After completing this course, participants will fully understand the characteristics of the business analyst role and the components that comprise the profession of business analysis. Students will obtain a solid working
vocabulary to enable effective communication about business analysis activities and deliverables across the project team.

Business Analysis Essentials Learning Objectives:

  • Understand the role of the business analyst
  • Discuss industry standards/resources for obtaining more information about business analysis
  • Acquire a solid understanding of the various tasks/activities that comprises business analysis
  • Recognize the pre and post-project business analysis activities
  • Learn how to plan, elicit, analyze, model, and test requirements

Business Analyst courses

IIBA Endorsed Course:

  • This course has been approved and endorsed by the IIBA for 14 PDUs.
  • This course is aligned with the BABOK Guide.
  • MAX partners with RG Freeman Group for our IIBA Endorsed Courses. RG Freeman is an IIBA Endorsed Education Provider and their instructors teach these courses on-site for MAX clients or via MAXLive.


Section 1: Introduction to Business Analysis

  • Business analysis defined
  • The activities that comprise business analysis
  • IIBA/PMI and the goals of a professional association
  • IBA`s BABOK® Guide and PMI`s Practice Guide in Business Analysis
  • Exercise: Requirements challenges

Section 2: The IIBA™ and the role of the Business Analyst

  • Business analyst defined
  • BA role vs. PM role
  • Importance of communication/collaboration
  • The deliverables produced as part of business analysis
  • The BA career path
  • Exercise: Review case Study

Section 3: Strategy Analysis and Change

  • The definition of Strategy Analysis
  • Components of Strategy Analysis
  • Identifying stakeholders and business needs
  • Exercises:
    • Business Need development
    • RACI Stakeholder Identification

Section 4: Understanding and Defining Solution Scope

  • Defining Solution Scope
  • Project scope vs. product scope
  • Defining a problem statement
  • Techniques for defining scope
  • Exercises:
    • Conduct a brainwriting session
    • Create a context diagram
  • Optional exercise:
    • Create a Use Case Diagram

Section 5: Understanding Requirements

  • Define the term requirement
  • Understand requirement types
  • Present the requirements process
  • Requirements vs. specifications and business rules
  • Exercise: Identify Requirements

Section 6: Planning and Eliciting Requirements

  • The Requirements Work Plan (RWP)
  • Components of the RWP
  • Identifying good questions for elicitation
  • Active listening
  • Categories and types of elicitation techniques
  • Exercise: Planning for elicitation

Section 7: Analyzing and Documenting Requirements

  • Understanding requirements analysis
  • The Business Requirements Document (BRD)
  • The BRD vs. the functional requirements specification
  • BRD components
  • The purpose of packaging requirements
  • Exercise: Analyzing Requirements

Section 8: Elicitation and Process Modeling

  • Why models are created
  • Objectives of modeling
  • What is process management
  • Understanding process modeling
  • Modeling using BPMN
  • AS-IS vs. TO-BE modeling
  • BPMN subclasses
  • BPMN simple structure
  • Prototyping
  • Business Process Modeling case study
  • Exercises:
    • Modeling
    • Create a Prototype of your application

Section 9: Verifying and Validating Requirements

  • The difference between validation and verification
  • Characteristics of good requirements
  • Risks associated with requirements
  • Types of testing approaches
  • Creating a test plan
  • Requirements traceability matrix
  • Verified and validated requirements
  • Exercise: Testing Requirements

Section 10: Additional Resources

  • Helpful links for obtaining additional business analysis information


No prerequisites: this course is suitable for both novices and experienced practitioners who need to have a clear and systematic approach to Business Analysis.


Designed for individuals new to the business analyst role or those who supervise and/or work with business analysts.





2 Days Course

Class Dates

Remote Live

This class runs from 09:00 AM to 04:30 PM EST

14 PDU's
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