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Business Analysis Work Plan

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Professional Credits


ASPE is an IIBA Endorsed Education Provider of business analysis training. Select Project Delivery courses offer IIBA continuing development units (CDU) in accordance with IIBA standards.

This course offers 14.00 IIBA CDUs.


NASBA continuing professional education credits (CPE) assist Certified Public Accountants in reaching their continuing education requirements.

This course offers 16.00 NASBA CPEs.


Select courses offer Leadership (PDU-L), Strategic (PDU-S) and Technical PMI professional development units that vary according to certification. Technical PDUs are available in the following types: ACP, PBA, PfMP, PMP/PgMP, RMP, and SP.

This course offers:
    12.00 PMP/PgMP Technical PDUs
    12.00 PMI-PBA Technical PDUs
    1.00 PMI Strategic PDUs
    1.00 PMI Leadership PDUs


A requirements work plan helps the Business Analyst define their requirements activities encompassing not only elicitation and analysis activities but also the support activities to consumers of the requirements for implementation of the solution. With this list of activities Business Analysts can confidently estimate tasks. This plan helps the Business Analyst identify all sources of requirements, along with the best way to elicit requirements from these various sources. Utilizing a requirements work plan can help the Business Analyst track progress and communicate the status of requirements activities. 

As Business Analysts, you are most likely highly organized, but without the planning tools and business analysis expectations; you may have the appearance of being disorganized in your plight to deliver effective requirements. If we do not pause to plan our work, that would be like trying to ride a bicycle before the wheels have been attached. You might be able to sit on the bike and think about where you want to go, but you won't get anywhere at all. In a rush to provide a solution, the problem still might not be resolved because users are still unskilled. So the cycle of design a solution, find a problem, design a solution, and find a problem just continues, with everyone who is involved still unhappy and unproductive. 

Most organizations have identified productivity as a strategic goal for all employees. Business Analysts can contribute by developing their plan and working toward the plan. We were challenged to deliver with speed, increase productivity & efficiency, and to help deliver a competitive advantage. Management most likely will be pressing to complete the analysis phase quicker than possible. The plan will provide you the ammunition to discuss the options to meet aggressive timelines.

Develop creditability as a Business Analyst
Understand how to organize your business analysis tasks
Make the most of your stakeholders' time
Make more accurate estimates for business analysis activities
Provide clear business analysis approach and scope
Establish requirements communication vehicle and frequency
Establish estimates of time commitments for Business Analyst(s) and Stakeholders
Allow determination of business analysis status
Establish business analysis deliverables
Spend more time on requirements to accelerate software development
Upcoming Dates and Locations
Guaranteed To Run
May 21, 2018 – May 23, 2018    12:00pm – 4:30pm Live Online Register
Sep 19, 2018 – Sep 21, 2018    12:00pm – 4:30pm Live Online Register
Course Outline

Section 1. Introduction – This course is intended to provide guidance to business analysts planning their work. Consider the Business Analysis Planning and Monitoring Knowledge Area definition from the BABOK® - Business Analysis Planning and Monitoring is the knowledge area that covers how business analysts determine which activities are necessary in order to complete a business analysis effort. It covers identification of stakeholders, selection of business analysis techniques, the process that will be used to manage requirements, and how to assess the progress of the work. The tasks in this knowledge area govern the performance of all other business analysis tasks. 

  • Overview of the Agenda
  • Participant Introductions
  • Workshop Goals and Objectives
  • Workshop Logistics

Section 2. - Overview of Business Analysis Work Plan – Many times BAs are given a deadline to complete the requirements and with that date in hand start developing detail requirements. The goal appears to be to make the date vs. deliver a quality set of requirements. This section explores these two questions and seeks to explain how we can plan for the unknown.

  • What is a business analysis work plan?
  • Why should I create a work plan?

Section 3. - Initiating a Business Analysis Effort – This section will contain the following components

  1. Outputs of Initiation Phase - It is highly likely that the business analyst will not receive all the outputs required from the initiation phase. The business analyst will need to plan for some of this work (namely driving out the high-level scope) to occur in the requirements phase. Understanding what is required to begin requirements engineering for solution level requirements and the quality of these outputs is key to ensuring success.

    Group Exercise – Share projects in participant team setting and select one as case study going forward

    Group Exercise - Assess the outputs of initiation phase for case study
  2. Identification of Project Characteristics – Not all projects are created equal, hence some patterns of sameness will emerge. In this section the participants will be provided with three categories of consideration; Project Type, Business Analysis Approach, and Project Complexity.

    Group Exercise - Assess the project characteristics for case study
  3. Stakeholder Analysis and Communication – The leading cause of project failure is lack of stakeholder involvement. This section defines tools for stakeholder identification and stakeholder profile documentation.

    Group Exercise - Assess the define case study stakeholders and develop profiles
  4. Requirements Deliverable Checklist – It is always good to understand what milestones are expected. This section provides the opportunity to set the milestone deliverables for the business analysis work dependent on the previous sections of this chapter.

    Group Exercise – Document the deliverables that will culminate the business analysis effort

Section 4. - Components of the Business Analysis Work Plan – Business analysis is more than just gathering requirements that are out there for the "picking" and arranging them neatly in a document for consumption. This chapter provides consideration of all the business analysis activities and ensures reasonable and realistic estimations of business analysis tasks. This chapter also addresses the development and socialization of a communication plan and requirements management plan.

  1. Plan Elicitation Activities

    Group Exercise – Develop list of elicitation events with estimations
  2. Plan Requirements Analysis and Documentation Activities

    Group Exercise – Develop a list of requirements analysis and documentation activities with estimates
  3. Plan Solution Assessment and Validation Activities

    Group Exercise –Develop a list of solution assessment and validation activities with estimates
  4. Establish Communication Plan

    Group Exercise – Develop a list of events in which communication is required with estimates
  5. Establish Requirements Management Plan

    Group Exercise – Establish a Requirements Management Plan 
  6. Business Analyst's Action Plan – Create a real-world action plan
Who should attend

Lots of people in organizations perform business analysis tasks. All these professionals should be planning business analysis activities, as these activities do not magically happen.

  • Business Analysts
  • Developers
  • Data Modelers
  • Process Modelers
  • Project Managers
  • Enterprise Architects
  • Entry Level User Experience Professionals