Introduction to Business Analysis and the Agile BA (Virtual)

  • 4 3.5-hr sessions Duration
  • 1.4 CEUs / 14 PDUs / 14 CDUs
  • BAV402-2Course Code
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Course description

This dynamic and interactive program has two parts:

  1. It provides participants with an introduction to the essentials of the business analyst (BA) role as a bridge, translator, integrator, and an essential value producer for any type of project in any type of organization.
  2. With the foundation in place, participants are introduced to knowledge, concepts, and techniques on how to effectively perform the BA role in agile environments and become a key contributor and value producer to team performance and project and organizational success.

Through discussions, engaging reviews, examples, and exercises (including the use of a case study), this program offers two sets of objectives:

  1. Equip participants with concepts and information that are about agile project management and the agile approach as a whole.
  2. Provide participants an all-encompassing set of skills-enhancing foundations, knowledge, tools, and techniques to effectively perform the role of the BA and to apply and explore ways to enhance the value BAs produce in agile environments. This will be done alongside reinforcing important aspects of the BA work in general (i.e., requirements elicitation and management, requirements risk management, use cases) — and aligning those to the evolving role of the BA in agile environments.

All agile concepts and topics will be discussed from the business analyst’s role and point of view. The program is aligned with the PMI® PBA certificate and incorporates concepts from the IIBA® Business Analysis Body of Knowledge (BABOK) Guide, version 3.0.

Target Audience

This course is designed for BAs of all levels. New practitioners with limited formal knowledge of business analysis methodologies and limited familiarity with agile concepts will benefit most from this program. Intermediate and advanced BA practitioners with an existing knowledge of agile concepts will also find this course beneficial. Other individuals who will benefit from this course include project team members, project managers, and product owners who are looking for ways to enhance their team’s and project’s performance through better understanding and enhancing the role of the BA while embarking on agile projects.

Course Objectives

  • Explain the importance of business analysis to project and organizational success.
  • Explore the relationship between the BA and the PM to address gaps, touch-points, and overlapping areas.
  • Review techniques to perform the requirements management process.
  • Identify important competencies of a business analyst.
  • Apply fundamental agile principles.
  • Outline, integrate, and perform the role of the BA as a vital team member in agile environments.
  • Carry out key BA activities to manage stakeholder expectations.
  • Perform planning activities for an agile project.
  • Apply agile modeling practices to improve requirements quality.
  • Elicit, document, and manage requirements on agile projects.
    • Effectively build user stories.
    • Use case modeling and scenarios.
    • Demonstrate how “themes” and “epics” play a role in requirements activities.
    • Illustrate how user stories emerge from use cases.
    • Determine the amount of detail required for a user story and how many user stories are required.
  • Manage the backlogs as an integral part of the requirements management process.
  • Support the agile team and the product owner effectively.
  • Facilitate agile reporting and information radiators.
  • Conduct Scrum sessions.
  • Explore the role of the BA in the agile project, including the iteration review, demos, retrospective, and the application of the learnings.

Course Outline

Introduction to Business Analysis

  • The Role of the Business Analysis
  • Business Analysis and Project Management: the Relations Between the PM and the BA
  • Business Analysis and SDLC
  • Introduction to Business Analysis Planning
  • Review of BA Tools, Techniques, and Competencies
  • Business Analysis Through the Project Life Cycle
    • Pre and Early Project Activities
    • Enterprise Analysis and Portfolio Management
    • Planning and Monitoring
    • Solution Acceptance and Validation

Introduction to Requirements

  • End-to-End Review of the Role of the BA in Requirements Management
  • Requirements Types, Levels, Attributes
  • How to Build Good Requirements
  • Elicitation, Analysis, Documentation, Management and Communication
  • Traceability
  • Requirements Risks

Introduction to Agile

  • Overview
  • How It Works
  • Tools and Techniques
  • Methodologies
  • The Manifesto

The Scrum Agile Process

  • Planning
  • Product Backlog
  • Prioritizing
  • Release
  • Iteration / Sprint
  • Day
  • Iteration Zero
  • Information Management and Reporting
  • Retrospect

Roles and Responsibilities

  • The Agile Team
  • The BA and Agile
  • Skills and Relationships
  • Defining What Constitutes “Done”

Agile Requirements and User Stories

  • Types of Documentation
  • Agile Requirement Formats
  • Using Models to Enhance Agile Requirements
  • From Requirements to User Stories
  • Structure and Characteristics
  • Building User Stories
  • Requirements Risk Management
  • Requirements Verification and Validation
  • Documenting the Acceptance Criteria

Themes and Epics

  • Purpose and Application
  • Development of Epics, Themes, and User Stories
  • Connecting use cases and user stories

Use Cases

  • Purpose and Application
  • Use Case Modeling
  • Use Case Scenarios
  • Slicing the Use Cases
  • Use Cases in Sprints and Releases
  • Calculate Use Case Points


  • Purpose and Process
  • Team Demo
  • System Demo
  • Solution Demo

Additional BA Roles and Challenges

  • Feedback and Retrospective
  • Requirements Risk Management
  • Communication and Stakeholder Expectations Management
  • The Added Value of the Agile BA
  • A Day in the Life of the Agile BA

Recap and Action Planning

Course Exercises (Through Case Studies)

  • Iteration Planning Agenda
  • Agile Estimates
  • Identify Themes
  • Write User Stories
  • Build Use Cases
  • Identify and Diagram Use Cases
  • Making Requirements Decisions
  • Planning Game
  • Plan Iteration Review