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Business Analysis Fundamentals

Master an industry-standard Business Analysis approach to uncover, document, evaluate and outline system requirements .

Course Overview

Whether you are new to business analysis, or are experienced and want a more formal approach, it’s essential to know and practice the “fundamentals.” This course trains participants to help business clients articulate their needs and wants, and to document them clearly, concisely, and completely. By grasping this core Business Analyst (BA) skill, BAs can contribute significantly to successful projects and the products they create.
Through a realistic case study and interviews, participants discover and then practice writing “good” requirements. The course also explores and lets attendees practice a simple process for validating and verifying requirements to ensure they are well-documented. Attendees also learn the importance of traceability and how to construct a traceability matrix.
For analysing requirements, this course introduces people to the concept of “concurrent modeling,” using four standard types of models that provide the most benefits. Delegates learn how to read models concurrently for a complete requirements “package.” After models are presented, class participants find inconsistencies, interview the sponsor, and document and trace new requirements that are discovered. These models are: Business Process, Use Case, Data, and Interface Modeling. Specifics of how to construct each type of model are contained in separate courses.

The course concludes with considerations and techniques for organising, prioritising, and “packaging” requirements for maximum communication value and teaches a repeatable process for verifying that requirements are included in the final solution

Course Objectives:

Upon successfully completing the course, delegates will be able to:
  • Document “good” requirements by writing them clearly, concisely, and completely.
  • Use simple templates for writing good requirements of various types.
  • Use standard, core models to quickly uncover, analyse, document and trace requirements. Be able to present a complete “package” to the business for approval.
  • Increase project success by better defining requirements that meet business needs.
  • Reduce rework.
  • Properly validate and verify requirements.

Course Delivery

To help assimilate the tools and techniques learned, there is a mixture of individual and team exercises throughout the course. A lively role play and case study help reinforce concepts learned. Students will need to be prepared for a high level of participation. Each participant will receive a comprehensive student guide complete with examples and workshop solutions.

About Watermark Learning:

We provide training in business analysis, project managementagileBPM, and influencing skills that turns the complexity of industry standards into practical application. Rather than covering an entire body of knowledge, our courses are laser-focused for the business analyst, project manager, and process analyst and lead to enduring results in organisations. Our classes are practical and engaging, and use interactive case studies that energise students to learn…and motivated to perform. 

Watermark Learning is an “original” PMI® Global Registered Education Provider and a Charter Endorsed Education Provider of the IIBA®, granting Continuing Development Units (CDUs) to earn or maintain CBAP® certification.

Watermark Learning has also partnered with Auburn University to grant students Continuing Education Units (CEUs) for classes they take towards obtaining the Auburn University Associate or Masters Certificates in Business Analysis and Project Management.  See www.watermarklearning.com for further details


Course Content

Requirements Foundations 
Business Requirements Defined

  • Business Problems and Opportunities
  • Projects, Products, and Processes
  • PM vs. BA role
  • Methodologies and Life Cycles
  • Requirements and Business Analysis
  • Exercises on core competencies and characteristics of an effective business analyst

Requirements Defined

  • Definition of a Requirement
  • Progressive elaboration of requirements
    • Business
    • Stakeholder
    • Functional
    • Non-Functional
    • Exercise
  • Requirements vs. Business Rules
  • Exercise to practice distinguishing different types of requirements

Requirements process
Requirements approaches

  • Waterfall (plan-driven)
  • Incremental
  • Agile (change-driven)
  • Identifying and categorizing stakeholders
  • Exercise
  • Using RACI to clarify roles and responsibilities
  • Building trust
  • Introduction to case study: creating a RACI diagram

Eliciting requirements

Requirements context: business requirements (business problem, business objectives, project objectives)
Workshop eliciting and documenting business requirements
Elicitation techniques

  • Facilitated workshops
  • Interviews
  • Observation
  • Surveys
  • Focus groups
  • Group creativity techniques
  • Effective questioning
  • Challenges and pitfalls
  • Key questions to ask
  • Workshop: interviewing and documenting stakeholder requirements

Writing Good Requirements
Characteristics of “good” requirements
Common documentation challenges

  • Benefits
  • Traceability matrix
  • Requirements attributes
  • Example traceability matrixes
  • Workshop: create traceability matrix

Types of requirements defects
Workshop: writing “good” requirements
Requirement formats


Templates for writing each category of requirement:

  • Stakeholder
  • Functional
  • Non-functional
  • Business rules
Writing pitfalls
Workshop: writing requirements
Analysing Requirements
What is Concurrent modeling?
How to Leverage Models to Elicit Requirements
Business Process Models
Workshop: eliciting, documenting, and tracing new requirements
Use Case Models
Data Models
Interface Models/Prototypes
Organising requirements
Prioritising requirements
Workshop: organising and prioritising requirements
Packaging Requirements
Considerations for Packaging
  • Type of project and product
  • Stakeholders
  • Format and Venue
  • Permanence/Retention
Stakeholder preferences
Exercise: using color wheel “style” of stakeholders to prepare a package
Workshop: package outline
Validation and verification
Reviewing requirements package
Workshop: review package with business
Obtaining Requirements Signoff/Approval
Workshop on packaging requirements
Verifying Requirements with a Solution
Software Testing Overview
Mapping Requirements to Test Cases and Design Phases
Verifying Requirements from Test Cases
Updating Traceability Matrix
Software Package Selection Considerations

Workshop verifying and finalising requirements

PMBOK® Guide Knowledge Areas
Project Scope Management
Project Human Resource Management
BABOK® Knowledge Areas
Business Analysis Planning and Monitoring
Requirements Elicitation
Requirements Management and Communication
Enterprise Analysis
Requirements Analysis
Solution Assessment and Validation
Underlying Competencies

Course Prerequisites

Participants should have worked on at least one project.


Faculty Training Institute holds the following institutional accreditations

  • Provisionally accredited as an Education and Training Provider with the MICT Seta (ACC/2010/00/601)
  • An Institute of Sectoral and Occupational Excellence (ISOE) in Business Analysis with the MICT Seta
  • The first Education Provider to be endorsed by the International Institute of Business Analysis (IIBA®) in South Africa and is the only Endorsed Education Provider (EEP™) to hold Charter status
  • A Member of the Information Technology Association of South Africa
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