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Modern Business Analysis

A structured, practice-oriented introduction to business analysis work as it is performed on real software and business change initiatives.

Participants learn how analysts move from ambiguous inputs to shared understanding, from understanding to commitment, and from commitment to change. The course emphasizes reading, evaluating, and adapting analysis artifacts before creating new ones, reflecting the reality that analysts most often work with existing materials rather than greenfield designs. Through guided exercises, participants practice identifying stakeholder needs, understanding domain concepts, interpreting behavior, evaluating requirements readiness, and managing change across artifacts.

Why This Course

Formal techniques such as process models, data models, user stories, and traceability are introduced when they become useful, not as starting points. The result is a grounded understanding of how analysis supports decision-making, planning, and delivery. The course reflects real-world practice where analysts work with existing materials rather than starting from scratch.

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What You'll Be Able to Do

1

Describe the scope of business analysis work on software initiatives

2

Use core analytical questions to structure thinking and exploration

3

Evaluate analysis outputs for clarity, completeness, and quality

4

Interpret process models, data models, and use cases analytically

5

Assess user stories and backlogs for completeness and impact

6

Perform impact analysis when requirements change

7

Identify which artifacts must change and defend decisions not to change others

8

Reason about relationships between artifacts and explain dependencies

9

Prioritize uncertainty based on risk and impact

10

Define stopping criteria for analysis and recognize when to revisit understanding

Upcoming Sessions

No upcoming dates. Inquire for details.

Course Outline

1

What Is Business Analysis?

This module establishes a shared understanding of what business analysis work involves in practice. Participants explore how business analysis differs from related roles and how responsibilities vary across organizations and projects. The module also surfaces common points of confusion and differing expectations that learners bring into the role.

Objectives

  • Describe the scope of business analysis work on software initiatives
  • Distinguish business analysis from requirements writing alone
  • Recognize common role variations and expectations
  • Identify personal learning goals for the course

Exercise

Participants work in small groups to discuss their current roles, experiences, and challenges. Teams share examples of analysis work they have encountered and identify questions they hope to answer during the course. The exercise establishes a practical, experience-based baseline for subsequent modules.

2

The Big 3 Questions

This module introduces three core analytical questions that recur throughout business analysis work. These questions provide a simple but powerful way to structure thinking before formal artifacts are introduced. Participants apply the questions to a shared scenario to experience how understanding emerges incrementally.

Objectives

  • Use a small set of questions to structure analysis
  • Identify stakeholders, domain concepts, and behavior
  • Recognize the difference between exploration and documentation
  • Experience early-stage ambiguity productively

Exercise

Teams brainstorm answers to the three questions using a shared scenario. The focus is on coverage and exploration rather than correctness. Participants capture ideas, assumptions, and uncertainties without attempting to formalize them.

3

Evaluating and Questioning

This module focuses on evaluating analysis outputs rather than creating new ones. Participants practice identifying gaps, assumptions, and inconsistencies in others' work. The emphasis is on asking better questions rather than proposing solutions.

Objectives

  • Evaluate analysis outputs for clarity and completeness
  • Identify implicit assumptions and open questions
  • Practice constructive analytical critique
  • Separate understanding issues from solution ideas

Exercise

Teams rotate and review other groups' outputs from Module 2. Each team identifies unanswered questions, ambiguities, and areas requiring clarification. Findings are consolidated to highlight patterns across teams.

4

What Matters Next?

This module introduces prioritization of uncertainty rather than prioritization of features or solutions. Participants learn to decide what must be understood next in order to move forward responsibly. The module connects analysis work to planning decisions without introducing detailed planning artifacts.

Objectives

  • Prioritize uncertainty based on risk and impact
  • Distinguish critical unknowns from deferrable ones
  • Identify next analytical steps
  • Understand analysis as an ongoing activity

Exercise

Teams review the combined list of open questions and uncertainties. They identify which uncertainties block progress, which can be deferred, and which are acceptable for now. The exercise concludes with a short articulation of recommended next steps.

5

Reading Process Models and Use Cases

This module introduces formal behavioral artifacts by having participants read and interpret them rather than create them. A process model and corresponding text use case are examined as sources of claims about the business. Participants apply earlier analytical questions to structured representations.

Objectives

  • Interpret process models and use cases analytically
  • Extract business meaning from formal artifacts
  • Identify assumptions and omissions in behavioral views
  • Avoid premature redesign or correction

Exercise

Teams analyze a provided process model and text use case. Using only the information present, they answer the core analytical questions and list assumptions and unanswered questions. The focus remains on interpretation, not improvement.

6

Reading a Data Model

This module shifts attention from behavior to information structure. Participants learn how data models encode assumptions about domain concepts, relationships, and lifecycles. The module reinforces that structural artifacts imply behavior even when it is not explicitly shown.

Objectives

  • Interpret data models from a business perspective
  • Identify implied rules and lifecycle constraints
  • Compare structural and behavioral views
  • Recognize limits of formalization

Exercise

Teams analyze a data model for the same domain and answer the core analytical questions again. They identify where the data model clarifies understanding and where it introduces new questions or contradictions relative to earlier artifacts.

7

Context and Use Case Diagrams

This module examines high-level diagrams that summarize scope and interactions. Participants learn how these diagrams function as organizational and communication tools rather than discovery tools. The module emphasizes context as process-specific rather than system-absolute.

Objectives

  • Understand the purpose of context and use case diagrams
  • Recognize the limits of top-down summaries
  • Relate summary views to detailed understanding
  • Use diagrams appropriately for communication

Exercise

Teams review a context diagram and a use case diagram and attempt to answer analytical questions using only these views. They then compare results with earlier exercises to understand what these diagrams compress or omit.

8

User Stories as Planning Artifacts

This module introduces user stories explicitly as planning artifacts. Participants evaluate a realistic backlog containing duplicates and overlapping stories. The focus is on determining what work is already complete, partially complete, or not yet done.

Objectives

  • Understand user stories as planning tools
  • Evaluate backlog items against existing understanding
  • Recognize backlog duplication and drift
  • Distinguish understanding from commitment

Exercise

Teams classify a set of user stories into done, partially done, or not done. They discuss ambiguous cases and identify gaps in understanding revealed by the backlog. The exercise highlights backlog messiness as a normal condition.

9

What Changes?

This module focuses on the consequences of planned work. Participants examine how selected backlog items affect existing understanding and artifacts. The emphasis is on selective adaptation rather than wholesale redesign.

Objectives

  • Perform impact analysis based on planned work
  • Identify which artifacts must change and why
  • Practice minimal, targeted updates
  • Defend decisions not to change certain artifacts

Exercise

Teams select a small, coherent set of backlog items and assess their impact on existing artifacts. They update only what is affected and explain both the changes made and the elements left unchanged.

10

Evaluating Requirements Quality

This module addresses requirements quality from a delivery-risk perspective. Participants assess committed work for clarity, feasibility, and testability. Quality is treated as a contextual judgment rather than a checklist.

Objectives

  • Evaluate requirements for delivery risk
  • Identify ambiguity and hidden assumptions
  • Consider multiple delivery perspectives
  • Decide which quality issues must be addressed now

Exercise

Teams review selected stories and supporting artifacts from the perspective of development, testing, and operations. They identify quality concerns and determine which require immediate clarification and which can be deferred.

11

Connecting Artifacts and Communicating Change

This module introduces traceability as a reasoning and communication practice. Participants learn to explain why requirements exist and how changes propagate across artifacts. The focus is on explanation rather than documentation mechanics.

Objectives

  • Reason about relationships between artifacts
  • Explain impact and dependencies clearly
  • Communicate change without re-analysis
  • Understand traceability as shared understanding

Exercise

Teams select a story and trace its connections to analysis artifacts and assumptions. They identify what would be affected by changes and practice articulating this reasoning clearly to others.

12

Summing Up

The final module consolidates learning across the course. Participants define what done means for analysis in a given context and identify signals that would require revisiting analysis. The module reinforces judgment over completeness.

Objectives

  • Define stopping criteria for analysis
  • Identify acceptable residual risk
  • Recognize signals that trigger further analysis
  • Integrate analysis with ongoing planning

Exercise

Teams reflect on the full set of artifacts and decisions. They articulate what is sufficiently understood, what uncertainty remains, and how analysis and planning would continue iteratively. The course concludes with a shared synthesis of key takeaways.

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