A Master Class in Business Analysis

Registration Fee: $1495.00 per person

Team Registration Fee (3 or more attendees): $1195.00 per person

Practice and Mastery of Business Analysis Techniques
Unlock Your Expertise 
Availability - On Site In Person, Private Virtual Classroom, Open Enrollment
Duration - 4 Days In Person - 20 Hours Virtual
Open Enrollment Virtual Classroom Schedule 

June 2018 
June 4, 2018   Noon to 5 pm Eastern
June 7, 2018   Noon to 5 pm Eastern
June 11, 2018  Noon to 5 pm Eastern
June 14, 2018  Noon to 5 pm Eastern
November 2018
November 5, 2018     Noon to 5 pm Eastern
November 8, 2018     Noon to 5 pm Eastern
November 12, 2018   Noon to 5 pm Eastern
November 15, 2018   Noon to 5 pm Eastern
In addition to gathering, analyzing, refining and packaging several types of requirements needed to determine the appropriate solution; this workshop provides hands-on experience with the latest proven techniques for assessing business need and scope.  You’ll gain first-hand experience in defining effective requirements and determining the right tool or technique to use for that challenge.  Business analysis planning, business modeling, facilitation and the application of use cases are emphasized with lively practice sessions.  Beginning business analysts may find the course fast paced and challenging, intermediate business analysts will benefit from practicing new techniques in facilitated team sessions while advanced analysts will be able to map their real-life experiences to the BABOK® framework and prepare for the Certified Business Analysis Professional (CBAP®) exam.   
This workshop is intended for those currently in the role of a business analyst as a practitioner or expert.

Learning Outcomes 
Upon completion, the participants will be able to:

  • Understand the importance of defining the business problem to be solved
  • Learn ways to identify key project stakeholders
  • Discover ways to clarify communications regarding the solution scope
  • Select tools and techniques to best gather requirements based on the project environment
  • Identify key questions that will help uncover more specific and detailed requirements
  • Uncover missing requirements using various analysis tools
  • Conduct facilitated workshops
  • Plan and estimate business analysis effort


  • Business Analysis Overview and the Business Analyst Role
  • Planning for Business Analysis
  • Defining and Validating Solution Scope
  • Eliciting Business and Stakeholder Requirements
  • Facilitating a Requirements Workshop
  • Uncovering Solution Requirements
  • Applying Use Cases
  • Analyzing Requirements 
  • Organizing, Packaging and Communicating Requirements
  • Tracing and Managing Requirement Changes
Gina Schmidt's passion is project management and business analysis.  As a known expert in these fields, she has helped companies improve their employee competencies and job effectiveness by building consistency in organizational processes for more than 25 years.  She has done this by developing competency models with associated training programs, and selecting appropriate supporting tools. She has been a consultant most of her career (PWC and Lighthouse Consulting Partners) working with clients from all industries small and large.

Gina is a senior PESG faculty member, course director for our Managing Offshore Work curriculum and for many curriculum components in PESG's Training for Better Requirements™ and Effective Software Project Management curriculum.  

Her corporate and consulting experience includes engagement management work for PwC (PriceWaterhouseCoopers) where she specialized in runaway project audit and recovery, assessed client needs and proposed solutions, coached and trained project managers, managed global quality and risk processes and proposed enterprise-wide solutions. While at AT&T, she was Manager of Rapid Application Delivery Center of Excellence.

Clients routinely request Gina as an instructor due to her blend of practical experiences. As an instructional designer, Gina has designed full curriculums for clients to improve performance in employee roles.  These curriculums were needed by clients to address career paths, improve specific competencies or behaviors, to provide certification programs, to align to specific enterprise initiatives and to specific organizational methodologies.  
Gina maintains her professional credentials as a Professional Project Manager (PMP), Certified Business Analysis Professional (CBAP) and PMI-Professional Business Analyst (PMI-PBA). 
Session 1 focuses on putting context around business analysis and the business analyst role. In addition, the participant is prepared for planning their business analysis activities.  More depth around approaches to planning will be discussed in the last session as a wrap-up to the course. We will start discussion around the identification of stakeholders, elicitation for defining scope and uncovering business requirements. Key deliverables discussed: Business Analyst Role Definition, Initial Business Analysis Approach, Work Breakdown Structure, Vision or Problem Statement, Stakeholder List, and Context Diagram.

1. Business Analysis Overview

  • Business Analysis Context 
    -  Workshop Introduction
    -  Activities: Define some terms, Business Analyst role at your company
    -  Definitions: Business Analysis, Systems, Requirement
    -  Requirement Levels

  • Business Analyst Role 
    -  Definition of a Business Analyst
    -  Activities: Business Analyst role at your company
    -  Other Business Analyst Hats
    -  Business Analyst Underlying Competencies
    -  Today’s and the Future’s Business Analyst

2. Planning for Business Analysis 

  • Best Practices
    -  Business Analyst Activities
    -  Knowledge Area Briefs
    -  Business Analysis Techniques
    -  Techniques by SDLC Phase
    -  Activity: Case Study Introduction

  • Starting with Pre-project Activities
    -  Strategic and Planning Knowledge Areas
    -  Business Case
    -  Focus on Business Requirements for Justification
    -  Planning Considerations
    -  Reference: Business Analysis Work Breakdown Structure (WBS)
    -  Activity: Business Analysis initial planning

3. Defining and Validating Solution Scope 

  • Clarify the Vision and Identify Stakeholders
    -  Project vs. Product Scope
    -  Receiving a Project Request
    -  Vision and Problem Statement
    -  Systems Thinking
    -  Activity: Write a vision or problem statement
    -  Definition of Stakeholders and Actors
    -  Activity: Identify stakeholders in case study

  • Define Scope Boundaries
    -  Context Diagram and Scope Table
    -  Discussion: It’s all about scope
    -  Identifying Initial Requirements
    -  Hints and Tips for Controlling Scope
    -  Refine Work Scope

4. Summary/Quiz 
Session 2 begins with the introduction of elicitation techniques, conducting stakeholder analysis and eliciting stakeholder requirements.  One specific elicitation technique, facilitating a requirements workshop, is further discussed in more detail.  The relevance of classifying requirements for analysis and uncovering missing requirements is demonstrated. Key deliverables discussed: Scope Models, Stakeholder Analysis Models, Question List, and Annotated Agenda.

5. Session 1 Refresher and Real-Life Application
6. Movement to Stakeholder Requirements
  • Elicitation Knowledge Area
  • Movement to Stakeholder Requirements
    -  Movement from Gathering to Eliciting and to Stakeholder Requirements
    -  Activity: Update WBS specific to project, drill down on elicitation
    -  Getting What You Need from Stakeholders
    -  Validate Future State
    -  Movement to Lower Levels of Abstraction (Functional Decomposition and Swim Lanes)
    -  Activity: FDD and Swim Lane for case study
    -  Key Elicitation Techniques
    -  Activity: Which elicitation technique is best?
7. More on Eliciting
  • Conducting Additional Stakeholder Follow-up
    -  Conduct Additional Stakeholder Analysis
    -  Generate Questions
    -  Activity: Review stakeholder statements and generate questions

  • Scope Deliverables for Stakeholder Requirements
    -  Scope Definition Statement
    -  Commercial Off-the-Shelf Evaluations
    -  Discussion: What business analysis activities must be done for package evaluations?

8. Facilitating a Requirements Workshop
  • Core Skills for Facilitation
  • Activity: A look back, what would you have done differently
  • Annotated Agenda
  • Activity: Create an annotated agenda to gather stakeholder requirements for the case study.
  • The Virtual Workshop
  • Activity: Your Virtual Facilitation Challenges

9. Summary/Quiz

Session 3 focuses on the analysis of requirements.  This is where the breadth and depth of requirements are needed to design, build and implement the solution.  Use cases are introduced as a tool that can assist in eliciting, validating or documenting requirements and bringing requirements to a lower level of abstraction (solution requirements).  Analysis techniques are also introduced.  Key deliverables discussed: Data Model, Business Policy List, Business Rules, Usage Narrative, User Story, Use Cases

10. Uncovering Solution Requirements

  • Movement to Effective Requirements (Solution Requirements)
  • Solution Requirement Types (Functional and Non-functional)
  • Business Rules
  • Data Requirements
  • Activity: Finding Data Requirements
  • Data Models
  • State Transition Diagram
  • Activity: Create a state transition diagram for any real-life entity

11. Using Use Cases for Solution Requirements

  • What is a Use Case?
    -  Use Case Overview
    -  Finding Use Cases
    -  Actor/Goal List and Profiles

  • Use Case Structures
    -  Use Case Levels
    -  Use Case Types
   -  Using a Usage Narrative
   -  Using User Stories
    -  Using a Scenario
    -  Using a Use Case Brief
    -  Using a Use Case Fully Dressed
    -  Activity: Write a use case narrative and a fully dressed basic flow
    -  Anatomy of the Fully Dressed
    -  Extensions
    -  Activity: Brainstorm exceptions
    -  Activity: Match up the right use case type with the situation.
    -  Use Cases and Unified Modeling Language

12. Other Applications for Use Cases 

  • Using Use Cases for Requirement Elicitation
  • Activities: Identify additional requirements.
  • Use Cases and Testing

13. Analyzing Requirements

  • Requirements Analysis Knowledge Area
  • Dive Deeper 
    -  Process Models
    -  Matrices
    -  Activity: Build a model or matrix for the case study (which model is at team discretion). 
  • Analyzing More
    -  Interface Analysis
    -  Business Rules Analysis
    -  Business Policies
    -  Activity: Identify business policies impacting the project

14. Summary/Quiz

Session 4 begins with the organization and packaging of requirements and ends with a revisit to business analysis planning to discuss differences when using the Agile approach.  Key deliverables discussed: System Requirements Specification, BA Communication Plan, Requirements Management Plan, Requirement Attributes List, and Traceability Matrix. 

15. Organizing, Packaging and Communicating Requirements 
  • Solution Assessment and Validation Knowledge Area
  • Ways to Organize and Package
  • System Requirements Specification (SRS)
  • Activity: Build an SRS outline for the case study
  • Requirement Communications and the BA Communication Plan
  • Requirements Management Plan (RMP)
  • Activity: Pick a section in the RMP - what would you include in it? Optionally, build a BA communication plan.

16. Tracing and Managing Requirement Changes
  • The Baseline
  • What to Trace and Why
  • Tools that Help
  • Requirement Attributes
  • Activity: Which attribute would you use for the situation?
17. Re-visiting Business Analysis Planning
  • Plan or Risk Driven vs. Change Driven 
  • System Development Lifecycle and Agile Approaches
  • Activity: Compare deliverables – how might they be different between SDLC and Agile applications and why.
18. Final Summary/Quiz
19. Preparing for Reality
  • Activity: Lessons Learned
  • Activity: Connections to Reality
  • Activity: Personal Action Plan