training & development COURSE CATALOGUE Capability Development Redvespa provides a full range of BA Capability Services in both New Zealand and offshore. If you are looking to improve your BA team, Redvespa can help. We will develop, mentor and support your people, in line with your organisation’s needs. Individual BA assessment assess BA capability assessment B2T provide the highest quality business analysis training and support for ongoing development of business analysis professionals. B2T characteristics include: • Development of the first comprehensive business analysis training program in North America. • Instructors, mentors, and course developers that are business analysis experts. • Founding members of the International Institute of Business Analysis (IIBA®). • IIBA Endorsed Education Provider. Capability improvement roadmap develop mentor support BA training & development plans BA manager backfill BA frameworks & methodologies BA courses BA mentorship BA capability roadmap execution enable Coaching and leadership Redvespa can offer coaching, mentorship and leadership for your team. Whether you need to reinvigorate your team or set the foundation for developing a good practice, we’ll work with you (in line with your business needs and current level of maturity) to make things happen. Requirements management BA supply BABOK IIBA B2T Training Kathleen Hass & Associates BPMN Training and development for your team We specialise in business analysis and Business Analysts and our approach to training and development is specialised too. So, whether you need to lift your game in business analysis or support individual BAs in developing their skills, we have offerings to suit BA Leaders, Managers and their teams. We also bring in other experts when we need to: our partnership with US-based Kathleen Hass & Associates, provides our clients access to the most comprehensive and far-reaching assessment services available to the BA community. Our US-based training partner, B2T Training, allows us to leverage their comprehensive training and development curriculum. Redvespa’s approach leads your organisation to your desired level of business analysis expertise. With the right level of investment and commitment you can fundamentally transform your organisation’s business analysis practice in order to meet your company’s goals. Our goal is to ensure your staff have the necessary skills to be confident and credible to provide positive impact to your business. The programme begins with an assessment of your needs by understanding the gap between where you are today and your end goal. The transformation does not stop in the classroom. To support students in their transition from the classroom to their projects we provide individualised mentoring, business analysis consulting, requirements management and methodology support. Our relationship with you is a long-term partnership. Together, we can ensure you capitalise on your development investment and take your performance to the next level. www.redvespa.com Courses Our training programme is appropriate for new or experienced business analysts. These courses are written for organisations looking to define the business analyst role in their companies and for individuals seeking a solid foundational skill set. Requirements Elicitation & Review – 1 day Requirements Analysis Techniques – 1 day Scope Your Area of Analysis – 1 day Requirements Management – 1 day Practical Process Modelling with BPMN – 2 days Agile Requirements & Fundamentals – 2 days Facilitating Requirements for Business Analysis – 3 days Develop an Effective Business Case – 1 day (NEW) Developing Use Cases – 3 days (NEW) Develop a Business Analysis Workplan – 3 days (NEW) Beyond Brainstorming (Creative Thinking Made Simple) – 0.5 day (NEW) Configuration All our training courses are configurable. We can, and often do, configure courses to match a client budget, time or project-specific needs. Configuration includes selecting course topics from the catalogue, combining them into one or shortening available courses. BABOK Alignment The table below shows the alignment of Redvespa Training courses with the IIBA Business Analysis Body of Knowledge (BABOK). The IIBA Business Analysis Body of Knowledge (BABOK) is a collection of business analysis tasks categorised into like groupings called knowledge areas. The BABOK is not a methodology and does not infer any particular order of performing the activities. Course Coverage Level 1 ● Knowledge and Comprehension Level 2 ● Practical Application IIBA® BABOK® Knowledge Areas BA Planning & Monitoring Elicitation Requirements Management and Comm ● ● ● ● ● Enterprise Analysis Requirements Analysis Solution Assess and Validation Underlying Competencies Essential Skills for Business Analysis Requirements Elicitation & Review Requirements Analysis Techniques Scope Your Area of Analysis ● Requirements Management ● ● ● ● ● ● ● ● ● ● ● ● ● ● Agile Requirements & Fundamentals ● ● ● ● ● Facilitating Requirements for Business Analysis ● ● ● Developing Use Cases ● ● ● Develop a Business Analysis Workplan ● Practical Process Modelling with BPMN ● ● ● ● ● Develop an Effective Business Case Beyond Brainstorming ● ● ● ● ● Requirements Elicitation & Review 1 day Overview Essential Skills for Business Analysis: Part 1 Requirements Gathering. It’s not enough to merely take orders from business stakeholders. Getting the requirements right means not just documenting what stakeholders say, but digging into their statements (or eliciting) to understand what they mean. This course supports those efforts by providing students the essential elicitation and review skills they need to identify the right solutions and drive significant value on their projects. Students learn repeatable steps and practice techniques to begin elicitation, stay organised, enable critical thinking, and confirm requirements. Students leave knowing how to plan their elicitation within the scope of their analysis and which requirements elicitation techniques are appropriate based on stakeholders, project type, methodology and complexity. Students will learn to Define business analysis and requirements. Elicit requirement from stakeholders using a variety of effective techniques. Select the most appropriate elicitation technique for the desired results. Use active listening skills to ensure you hear and verify what stakeholders are really trying to say. Learn techniques to review and validate requirements. Practice creative thinking skills to engage stakeholders, uncover needs, and identify new approaches and ideas. Interactive workshops allow students to practice the techniques as they learn. It supports the standards outlined in the IIBA BABOK® Guide V2.0. This course can be taken either stand-alone or as part of the 4-day Essential Skills for Business Analysis course. Intended audience Prerequisites This course is designed for business analysts, project managers, business systems analysts, system architects or any other project team member involved with analysis. New practitioners will learn the tasks they are expected to perform and why each task is important. Experienced practitioners will learn new techniques and more structured approaches to improve their requirements activities. This course may also be appropriate for individuals who manage analysis activities and business stakeholders who need a more in-depth understanding of the requirements process and deliverables. None. IIBA Continuing Development Units: 7 hours Pricing Standard course cost is $900 per attendee. For a configured option to meet your specific needs, costs may vary. Please contact us for more information. Course Outline Introduction - 1 hour Getting the Most Out of Elicitation – 2.5 hours Define business analysis. Discuss what requirements are and how they are utilised in analysis. Describe requirements elicitation and techniques available. Putting Requirements Elicitation into Practice – 3 hours Describe how to use 11 different elicitation techniques to understand stakeholder requirements: o Document Analysis o Observation o Interviews o Surveys, Questionnaires o Requirements Workshops o Brainstorming o Focus Groups o Interface Analysis o Prototyping o Reverse Engineering o Competitive Analysis. Improve your elicitation skills by o Practicing several elicitation techniques o Utilising active listening techniques o Enhancing critical thinking skills o Using various techniques for increased brainstorming results. Choose the appropriate technique(s) for your project. 3 Describe the considerations for planning elicitation. Choose the most appropriate elicitation technique(s). Ensure the right people are involved in elicitation activities. Validate your elicitation results. Confirm stakeholders have a shared understanding of requirements. Course Summary – 30 minutes Bringing it all together. Develop an Action Plan with next steps on the student’s current project. www.redvespa.com Requirements Analysis Techniques 1 day Overview Essential Skills for Business Analysis: Part 2 Requirements Analysis is the process of breaking down complex topics into lower-level components to expose the details and gain a better understanding of the parts that make up the whole. By breaking it down, you are better able to analyse and discuss different aspects of a topic with your stakeholders, confirm your understanding, and communicate the needs to others in a more logical and thorough manner. Team members need to look at the requirements from different perspectives as well as with varying levels of detail, therefore it’s critical to have strong requirements analysis skills within the team. Poor requirements analysis results in solving the wrong problem, missing requirements, or ineffective communication with critical stakeholders. Excellent requirements analysis provides an effective communication vehicle and allows for collaboration among stakeholders to find and fill-in gaps, clarify requirements, examine alternative solutions, and ultimately develop an excellent product or solution. Interactive workshops allow students to practice the techniques as they learn. It supports the standards outlined in the IIBA BABOK® Guide V2.0. This course can be taken either stand-alone or as part of the 4-day Essential Skills for Business Analysis course. Students will learn to Simplify your requirements into four core components that are easier to “consume”. Still writing requirements? Instead, identify the most effective diagramming techniques and modelling options to support your software development approach (waterfall, iterative, and agile) and project type. Compare and contrast analysis techniques in order to select the technique(s) that will most appropriately: support your understanding, critical thinking and problem solving. communicate information to stakeholders to enable review and their understanding of requirements. Reduce confusion and development errors by creating excellent requirements that can be easily understood by outsourced or distributed teams. Get the most out of your models and diagrams by asking the right questions during analysis. Intended audience Prerequisites This course is designed for business analysts, project managers, business systems analysts, system architects or any other project team member involved with analysis. New practitioners will learn the tasks they are expected to perform and why each task is important. Experienced practitioners will learn new techniques and more structured approaches to improve their requirements activities. This course may also be appropriate for individuals who manage analysis activities and business stakeholders who need a more in-depth understanding of the requirements process and deliverables. None. IIBA Continuing Development Units: 7 hours Pricing Standard course cost is $900 per attendee. For a configured option to meet your specific needs, costs may vary. Please contact us for more information. Course Outline Introduction – 30 minutes Describe requirements and the importance of requirements analysis. Provide guidance on how requirements analysis techniques are applicable within any methodology. Compare and contrast the requirements analysis perspectives: what vs how and AS IS vs TO BE. Breaking Down Requirements into Core Components – 1 hour Define the four core components that make up all requirements o Data o Process o External Agent/Actor o Business Rules. Describe what the core components describe. Identify the importance of core components to your requirements audience. o Context Data Flow Diagram o Entity Relationship Diagram o Glossary o Process Decomposition Diagram o Decision Tables o Workflow Diagramming o Use Case Modelling o User Stories o Prototyping. Confirm the analysed requirements with stakeholders. Excellence in Requirements Analysis – 30 minutes Define the seven excellent requirements characteristics that make requirements complete, verifiable, necessary, etc. Work with stakeholders to prioritise requirements based on success factors. Course Summary – 30 minutes Overview of Requirements Analysis Techniques – 1 hour Go beyond documenting requirements solely with text – describe how diagrams and models can also be used for analysis. Apply the right analysis technique and level of detail to the right situation. Create the right analysis approach based on your stakeholder’s learning style. Combine analysis techniques to create effective models. Bringing it all together. Develop an Action Plan with next steps on the student’s current project. Using Analysis Techniques to Your Advantage – 3.5 hours Describe how particular analysis techniques o drive quality analysis o communicate requirements perspectives effectively. Compare and contrast the different requirements analysis techniques when preparing to communicate with your audience. 5 www.redvespa.com Scope Your Area of Analysis 1 day Overview Essential Skills for Business Analysis: Part 3 Scoping is the process of defining the boundaries of a product, programme, project, or iteration. Depending on your viewpoint and your involvement in the project, the components within the scope you’re analysing may be slightly different; i.e. budget, time, resource, quality or features and functions; or stakeholders, interfaces, data flows, and processes. For purposes of this class, the viewpoint considered is from the business analysis perspective to identify the stakeholders (external agents or actors), interfaces, data flows, and high-level processes of concern in order to effectively determine the area for which analysis needs to be performed. This course covers scoping techniques and best practices to ensure that you are eliciting and analysing the right requirements based on the problem statement and that you have a framework for staying within the boundaries of the project. It also provides a technique to facilitate enough analysis so that requirements aren’t missed, but aren’t overdone either. The scope diagram provides a baseline and a primary reference for measuring all future project changes and project performance. Students will learn to Identify why the project is being done (business drivers) in order to ensure the right analysis effort is being performed and so that requirements efforts can be appropriately prioritised. Practice an approach to ensure that the problem your project is supposed to address is clearly understood. Analyse and scope the area of analysis, collaboratively with project managers and business stakeholders, to clarify the level and complexity of the business analysis effort needed for the project. Get an introduction to enterprise analysis in order to understand the project in the context of the greater organisation’s strategic goals. Create a context level diagram to identify interfaces, data flows, and high-level processes associated with the project, that is valuable both for planning and communications purposes. Interactive workshops allow students to practice the techniques as they learn. It supports the standards outlined in the IIBA BABOK® Guide V2.0. This course can be taken either stand-alone or as part of the 4-day Essential Skills for Business Analysis course. Intended audience Prerequisites This course is designed for business analysts, project managers, business systems analysts, system architects or any other project team member involved with analysis. New practitioners will learn the tasks they are expected to perform and why each task is important. Experienced practitioners will learn new techniques and more structured approaches to improve their requirements activities. This course may also be appropriate for individuals who manage analysis activities and business stakeholders who need a more in-depth understanding of the requirements process and deliverables. None. IIBA Continuing Development Units: 7 hours Pricing Standard course cost is $900 per attendee. For a configured option to meet your specific needs, costs may vary. Please contact us for more information. Course Outline Introduction – 30 minutes Depict Other Key Scope Areas – 30 minutes Define solution scope and explain its applicability and purpose. Differentiate between solution scope and project scope. Identify the components of scope and explain the purpose of a project initiation document. Describe the value of scoping your area of analysis. Outline risks constraints and assumptions. Contemplate project impacts. Prepare to detail scope. Define Project Context and Purpose – 1.5 hours Survey the Project o Explain how to assess a project within the larger context of the enterprise o Identify the documents and information valuable to summarising project objectives. Create a Statement of Purpose o Differentiate business drivers from the problem to solve o Compose a well-defined problem statement. Formulate a project statement of purpose o Define Project Objectives o Define project approach and clearly state business objectives. Construct a project glossary and illustrate its value. Scope Your Area of Analysis – 2.5 hours Express scope with graphical representation o Illustrate components of graphical scope & order of definition - Identify external agents - Analyse and Identify data flows - Distinguish project boundary - Formulate purpose-driven name. Complete scope with text documentation o Detect stakeholders from scope context o Analyse scope parameters for impacts on analysis planning. Prepare to Communicate Scope – 1.5 hours Evaluate and prepare scoping results o Indicate newly identified project information o Identify important actions performing a final quality check o Produce formal context DFD (scope diagram). Validate Scope with Stakeholders o Explain process of validating your area of analysis o Describe considerations when planning communications about scope and impacts o Explain the importance and describe an approach to gaining stakeholder agreement on scope. Course Summary – 30 minutes Define a baseline. Describe the value and purpose of baselining the results of the scoping effort. Describe next steps for business analysis after scoping. Identify the transition to requirements management. Identify options for requirements analysis and elicitation. Explain how scope is used throughout the project. Develop an Action Plan with next steps, based on the student’s current project. 7 www.redvespa.com 1 day Requirements Management Overview Essential Skills for Business Analysis: Part 4 Requirements management provides organisation and transparency to requirements in order to support communication, collaboration and appropriately manage stakeholder expectations. Effective requirements management includes using the right tools and techniques, and having proper traceability, clear prioritisation, and a shared process for change control. Effective expectation management includes proactively communicating the current status of the requirements and their delivery efforts, providing information about requests or decisions to change requirements, and transparently providing access to the latest requirements content and related information whenever it’s needed. With distributed teams come additional levels of complexity in managing these types of efforts, therefore, those unique challenges will be addressed in this course. Participants will learn techniques and tips for categorising requirements and managing requirements decisions. They will also learn the importance of validating and verifying requirements to ensure that the right solution to the right problem was (or is being) successfully delivered. Suggestions for developing clear acceptance criteria and an acceptance process will also be discussed. Students will learn to Define the different roles involved with a project and their impact on requirements. Apply an approach to manage and record requirements decisions. Recognise the different levels of requirements and understand why you categorise them. Describe why the requirements need to be managed for traceability, impact analysis, and reusability. Describe the difference between validating that you’ve built the right solution and verifying that you’ve built the solution right. Practice various communication techniques to facilitate productivity and workflow. Discuss strategies for content organisation and storage, and describe why being more organised increases team agility. Interactive workshops allow students to practice the techniques as they learn. It supports the standards outlined in the IIBA BABOK® Guide V2.0. This course can be taken either stand-alone or as part of the 4-day Essential Skills for Business Analysis course. Intended audience Prerequisites This course is designed for business analysts, project managers, business systems analysts, system architects or any other project team member involved with analysis. New practitioners will learn the tasks they are expected to perform and why each task is important. Experienced practitioners will learn new techniques and more structured approaches to improve their requirements activities. This course may also be appropriate for individuals who manage analysis activities and business stakeholders who need a more in-depth understanding of the requirements process and deliverables. None. IIBA Continuing Development Units: 7 hours Pricing Standard course cost is $900 per attendee. For a configured option to meet your specific needs, costs may vary. Please contact us for more information. Course Outline Introduction – 30 minutes Describe requirements management. Explain why it’s important to manage requirements. Identify the business analysis tasks and information relevant to requirements management. Prepare for Requirements Management – 1 hour Explain how to Prepare for Requirements Management o Assess stakeholder roles o Explain the process of identifying project stakeholders o Distinguish the different roles involved in a project and identify their typical involvement in business analysis activities o Describe the different stakeholder roles in requirements definition and decision making. Assess information needs o Explain key considerations when analysing stakeholder information needs o Recognise the information presented in a high-level model of Scope (the Context Data Flow Diagram). Point out potential stakeholders from a project’s high-level scoping information, and hypothesise possible information needs. Capture and Organise Requirements Information – 2.5 hours Organise and capture requirements o Describe why being more organised increases team agility o Describe the different kinds of requirements information that needs to be included in your requirements repository. Categorise requirements o Compare and contrast approaches for effectively organising, filtering and reporting your requirementsrelated content o Distinguish the different levels of requirements categories and explain their area of focus. Enable access and reuse of requirements o Identify key considerations for deciding how to design and implement your requirements repository o Summarise the value of requirements traceability o Explain how requirements can be reused and why it’s an important aspect of requirements management. 9 Manage Requirements and Expectations – 2.5 hours Track and manage progress o Develop a change control process o Analyse impacts to requirements when changes come into the project. Manage issues and conflict o Define the decision making process o Remove obstacles and identify how to move forward on your project o Discuss conflict resolution strategies. Manage communications o Develop approaches for facilitating decisions, consensus building, and communication of decision outcomes o Define requirements management communication plan components o Identify communication messages; verbal and nonverbal o Facilitate productivity and workflow through effective communication. Validate deliverables o Make sure you not only built the right solution, but you also built the solution right o Examine requirements to ensure they are testable and verifiable o Set expectations and criteria for users and stakeholders involved in the acceptance process, and develop a plan for defect management. Course Summary – 30 minutes Bringing it all together. Develop an Action Plan with next steps on the student’s current project. www.redvespa.com Practical Process Modelling with BPMN 2 days Overview Students will learn to Business process mapping is a crucial element to understanding an organisation’s current business process operations. This understanding can then be used to monitor and optimise processes and suggest areas of improvement and innovation for the organisation. This 2-day course focuses on the practical application of Business Process Model and Notation (BPMN). The course provides techniques for scoping and modelling business processes using best practice and advanced techniques from the BPMN 2.0 specification and other valued resources such as Bruce Silver’s book ‘BPMN Method and Style’. Apply Business Process Model & Notation (BPMN) 2.0 in the context of project. Scope and plan business process modelling activities. Maintain hierarchical integrity between process models. Model typical business scenarios and external events that impact business processes. Model business rules, exceptions and escalations. Model data and systems that enable processes. De-clutter your process models without losing meaning. Intended audience Prerequisites This course is designed for business analysts, process analysts, software designers and business subject matter experts involved in process-enabled information technology projects. We recommend that students who are not experienced Business Analysts first attend our ‘Essential Skills for Business Analysis: Scoping your Area of Analysis’ course. Pricing IIBA Continuing Development Units: 14 hours Standard 2-day course is $1,800 per attendee. For a configured option to meet your specific needs, costs may vary. Please contact us for more information. Course Outline Business Process Essentials – 30 minutes Define a business process. BPMN Method Goals – 10 minutes Completeness. Clarity. Shareability. Structural Consistency. The BPMN Style Goal – 10 minutes Understand the difference between a BPMN model that is valid and one that is useful. BPMN Style Rules. BMPN Method – 30 minutes Understand Hierarchical Modelling and End States. Appreciate Traceability via End States. Overview of the six steps of the BPMN Method. Step 1: Determine Process Scope – 1 hour Understand the attributes all processes have. Use process attributes to define process scope. Process scoping exercise. Step 4: Child Level Expansion – 3 hours Learn the rules for child level expansion. Match sub process end states to parent process gateways. Learn about Additional Start and End Events. Learn about Intermediate Events. Understand catching and throwing. Learn how to model Call Activities. Learn how to model Event Handlers. Apply additional Gateways for child level BPMN processes. Add Data to child level BPMN processes. Child level process exercise. Step 5: Add Message Flows – 2 hours Learn about external participants as Pools. Join Pools with Messages. Maintain consistency of messages between Parent and Child BPMN diagrams. Learn about Event Based Gateways. Maintain instance alignment with multi-instance subprocesses. Message Flow exercise. Step 6: Repeat 4 & 5 for Nested Levels – 30 minutes Review relationship between Parent and Child processes. Step 2: High Level Process Map – 1.5 hour Process Documentation – 1 hour Learn the guidelines for a High-level Map. High Level Map exercise. Learn how to structure process documentation. Step 3: Top Level Process Diagram – 2.5 hours BPMN Compliant Modelling Tools – 30 minutes Learn the appropriate Start and End Events applicable for a Top Level Process BPMN diagram. Understand the appropriate Tasks applicable for a Top Level Process BPMN diagram. Identify the appropriate Connecting objects for a Top Level Process BPMN diagram. Learn the appropriate Gateways for a Top Level Process BPMN diagram. Apply Swim Lanes and process Pools to BPMN models. Use Artefacts in a Top Level Process BPMN diagram. Top Level Process exercise. Compare and contrast BPMN-compliant modelling tools. Recap Day One – 30 minutes 11 www.redvespa.com Agile Requirements & Fundamentals 2 days Overview An increasing number of organizations have found agile software development approaches help them develop products or systems much more effectively than in the past. The values, principles, and techniques of agile approaches certainly help teams build things right. However, projects will still fail if team members such as Product Owners and Business Analysts don’t properly understand and communicate requirements to ensure that the right solution is being delivered. The approach to analysis and documentation may differ, but the need to use excellent requirements to define the right solution remains essential to the agile approach. This course is designed to introduce students to the agile values, principles, and techniques and takes an in-depth look into the skills necessary to ensure that the team is identifying and delivering the right thing. Whether you’re an existing agile team or new to an agile approach, everyone involved with an agile project needs to understand the needs they are trying to satisfy and the approach they are using to satisfy those needs. Students will learn Students will gain knowledge and skills by practicing techniques and soft skills needed to operate effectively in an agile environment. How the entire team gets engaged with requirements to understand and describe the right thing to deliver To develop user stories and specify acceptance criteria to assist the product owner, domain stakeholders, and the team to build a quality product or system How to elicit the appropriate level of requirements detail prior to and during an iteration Agile approaches, key principles, practices and terminology. The importance of planning in an agile environment and how to perform each of the levels of agile planning How to develop and prioritize the product backlog and how changes are managed. New techniques that are useful for agile environments such as, impact mapping, product visioning, discovery sessions, estimating with story points, specification by example, and more . Intended audience Prerequisites . This course is designed for business analysts, systems analysts, product owners, project managers or any other project team member involved with requirements on an agile project. This course may also be appropriate for individuals who manage business analysts and need a more in-depth understanding of the process and skill set a business analyst can bring to an agile project. This is an advanced class. We recommend students first do one of our Essential Skills for Business Analysis courses, or have equivalent experience. IIBA Continuing Development Units: 14 hours Pricing Standard course is $1,800 per attendee. For a configured option to meet your specific needs, costs may vary. Please contact us for more information. Course Outline The Agile Environment - 2 hours Overview of agile values, principles, approaches and terminology. Describe the characteristics of an agile environment Determine the appropriate approach for a particular project. Implement agile in an organization using a pilot approach. Workshops: o Create list of benefits moving from a traditional environment to an agile environment. o Create list of challenges moving from a traditional environment to an agile environment and identify corresponding solutions. Roles and Approaches in an Agile Environment- 2 hours Backlog Management – 4 hours Define the various roles in an agile environment. Describe what activities are performed by the roles used in an agile environment. Explain agile approaches impacts on how teams work and the techniques and processes they use. Identify techniques teams working in an agile environment use to aid their collaboration and effectiveness Describe levels of agile planning Transfer traditional analysis skills to an agile environment. Workshops: o Identify the people filling the four key roles on student's current project. o Identify definitions of ready and definitions of done for student's current project. o Design team visualization boards for student's current project. Define and write user stories. Write stories at the appropriate level of detail following INVEST techniques. Model users and create personas. Identify non-functional requirements in an agile environment. Estimate on agile projects using story points. Workshops: o Writing stories. o User modeling for student's current project. o Story splitting o Release planning. o Planning poker session to estimate size of user stories. Business Discovery – 4 hours Use decision filters to guide project decisions. Apply SMART Goals to define value for a project. Define the product vision and project purpose. Develop an Impact Map to guide project actions. Develop and maintain a product backlog. Utilize face-to-face communication to replace formal requirements documents where appropriate. Use informal models to communicate requirements. Workshops: o Identify decision filters for student's current project. o Create a product vision for student's current project. o Create an impact map for student's current project. o Deriving stories from traditional models. Iteration Planning & Analysis - 1.5 hours Describe stories in an agile environment using acceptance criteria, examples, and informal models. Conduct iteration planning. Describe how system documentation can provide just enough documentation. Workshops: o Use examples to elaborate stories. o Iteration planning. o Develop an Action Plan with next steps on the student's current project. Course Summary – 0.5 hour Develop an Action Plan with next steps, based on the student’s current project. . 13 www.redvespa.com 2 DAYS + 1 DAY Facilitating Requirements for Business Analysis* 3 days Overview Bringing people together to elicit requirements and gain consensus on solutions is a critical success factor for all business analysis professionals. This course teaches facilitation techniques that can be used for structured sessions and “facilitation-on-the-fly.” This course goes beyond traditional facilitation training by focusing on facilitation techniques specific to gathering business and functional requirements. This allows each student the opportunity to practice facilitating multiple requirements sessions in a “safe” environment with personalised feedback. Students will spend 60% of class time participating in interactive, real-world business case studies and performing each key role in at least one session. The workshops in this course require students to plan the requirements workshop, develop the correct questions to ask the group, and facilitate the group to a consensus on the requirements using one of the learned techniques. Students will conduct a requirements workshop for at least one requirement deliverable (i.e., context level dataflow diagram, workflow diagram). This course supports and expands on the techniques in the IIBA BABOK® Guide V2.0. Students will learn to Facilitate using proven techniques for eliciting detailed business, functional and non-functional requirements. Identify when and how to use each technique. Develop confidence and a skill set to conduct requirements workshops. Actively practice learned skills and techniques. Use a requirements planning session template. Prepare the participants for the requirements session. Perform each facilitation role through role playing each session. Conduct the session to stay focused on the core requirement that was planned as a deliverable. Select which facilitation technique to use for each core requirement being gathered. Complete checklists for managing and conducting the session. Facilitate a requirements workshop. * Optional Practical Workshop (1 day) Intended audience Prerequisites This course is designed for experienced, knowledgeable business analysts involved with requirements elicitation and analysis. Students are expected to understand the purpose of business and functional requirements. This is an advanced class. We recommend students first do one of our Essential Skills for Business Analysis courses, or have experience in project scope definition, eliciting requirements from subject matter experts, and understanding how business requirements fit into the entire systems development effort. IIBA Continuing Development Units:14 or 21 hours Pricing Standard 3-day course is $2,700 per attendee. For 2-day option course is $1,800 per attendee. For a configured option to meet your specific needs, costs may vary. Please contact us for more information. Course Outline Introduction - 1 hour Learn guidelines for requirements facilitators. Set session rules and manage the session. Learn reactive techniques to use during the session: o Encourage participation o Manage group focus o Manage group conflict o Consider remote facilitation techniques. Student Workshop - 1.5 hours Conduct a mini-requirements workshop. Practice techniques used for requirements workshops. Session Feasibility - 1 hour Determine when requirements workshops are appropriate o Determine need/requirements deliverable desired o Determine commitment level o Determine risks. Practice determining session need using real-world scenarios. Review the core requirements components and discuss how they are best gathered. Learn when not to use requirements workshops. Planning and Preparing for a Facilitated Session - 4 hours Plan the session o Determine the number of session(s) needed and the length of the session(s) o Document the purpose of the session o Identify potential participants o Define session requirements deliverables o Document the plan using session planning templates. Prepare for a session o Outline the goals and requirements deliverables o Select session participants and determine if pre-session interviews are appropriate. Learn facilitation techniques o Brainstorming o Consensus building o Flowcharting o Force field analysis o Hip pocket techniques o Nominal group o Root cause analysis o Storyboarding o Facilitating across distance. Develop focused questions to gather requirements o Direct, Open-ended, Clarifying, Leading, Re-focusing. Create a detailed agenda for the facilitation team. 15 Learn group-oriented facilitation techniques. Create a formal agenda for the session participant. Orient the facilitation team. Prepare the facilities. Student Workshop - 3.5 hours Each student will practice elicitation techniques in a requirements workshop. Personal feedback will be provided to drive skill development. Conducting the Session - 1 hour Learn the stages of group development / productivity. Facilitate decision making – work toward consensus. Conducting the session o Introducing the session o Managing the session o Creating a follow-up action plan. Review/approve requirements deliverables. Student Workshop - 8 hours Plan and conduct a requirements workshop. Use one or more of the learned facilitation techniques. Produce the requirements deliverable using one of the facilitation techniques. Personal feedback will be provided to drive skill development. Session Follow-Up - 1 hour Produce the final requirements document. Share session feedback. Determine the next steps. www.redvespa.com New Course Develop an Effective Business Case 1 day Overview Writing an effective business case includes presenting a compelling case for a particular audience in order to achieve approval to embark on a particular course of action. They are developed with the intent to present or sell a viable solution for a clearly defined business problem or new product. This course provides a framework and techniques that are appropriate for any type of project or program requiring funding or management approval. Students will learn A framework for an effective business case. How to write a compelling business case. How to perform Cost/Benefit Analysis. Students will gain knowledge and skills by practicing writing and analysis techniques that will help them write a compelling business plan, identify appropriate approaches, and communicate and manage information that should ensure the approval to move forward with the project. Intended audience Prerequisites This course is designed for business analysts, product owners, project managers, program or portfolio managers or any other business partner or project team member involved with developing and writing a business case. This course may also be appropriate for individuals who manage business analysts and need a more in-depth understanding of the process and skill set that would be helpful for effective business analysis. None. IIBA Continuing Development Units: 7 hours Pricing Standard 1-day course is $900 per attendee. For a configured option to meet your specific needs, costs may vary. Please contact us for more information. Course Outline Introduction - 1 hour What is a business case? Understanding your audience. Where does the business case fit into a product / project life cycle. Learn an effective framework for a business case. Defining and Presenting the Case - 1.5 hours Learn how to write an effective executive summary. Learn the components of a detailed mission statement. Project initiative. Strategic Alignment. One project vs multiple projects or program to achieve mission. SMART objectives and key performance indicators. Define approach used for analysis. Justifying the Case - 3 hours Terminology and financial metrics. Estimating techniques. Process-related impacts. People-related impacts. System-related impacts. Quantifying Implementation costs. Quantifying Ongoing/operating costs. Quantifying Benefits. Documenting the Case - 1 hour How much detailed is required? Which assumptions should be documented? Documenting known Risks. Develop Your Action Plan / Course Summary – 0.5 hours Develop your action plan to improve your business case. Student questions/discussion topics. Identification and prioritization of alternative solutions. Cost / benefit analysis. 17 www.redvespa.com New Course 3 days Developing Use Cases Overview Use case modelling is a commonly used analysis technique which results in functional requirements and a framework for test case development. When the solution to a business problem or opportunity involves a software component, the solution team must determine how software will best support the business. A use case diagram clearly depicts the scope of the solution to be designed which can help set expectations for stakeholders as to the complexity and interactions with the system. This class focuses on the business analysis work of defining functional, non-functional, and transition requirements which describe the solution and roll out needs. In addition to use case diagrams and descriptions, this course provides guidelines for developing system and user interfaces, a checklist for non-functional requirements, and strategies for developing an implementation plan. These are critical components in fully defining your solution requirements. This course supports and expands on the techniques in the ® IIBA BABOK Guide V2.0. Specific techniques for communicating the business requirements to the solution team, tracing each business requirement to the supporting solution component, assessing the solution applicability and planning for a smooth transition to the solution are explored in detail in this course. Students will learn to Use business requirements to identify, evaluate and present alternative design solutions which meet customer needs. Prioritize requirements for inclusion in the software development phase using plan-driven (traditional) and change-driven (iterative and agile) techniques. Elicit, analyse, and communicate functional requirements that specify how users will interact with the software and how the software will respond. Create a use case diagram to clarify solution scope. Deliver consistent, detailed use case descriptions. Incorporate usability principals when developing prototypes. Determine the impact of interfaces and develop interface requirements. Identify non-functional requirements appropriate for each project. Learn to assess organizational readiness and build a transition or rollout plan to smooth the implementation of new software for the business. Mentor-led workshops require students to practice the techniques as they learn. Students are encouraged to bring their own projects to class. Intended audience Prerequisites This course is designed for business analysts, systems analysts, or any other project team members responsible for developing functional, non-functional, and transition requirements. Students are encouraged to bring examples of their requirements documents to the class for review and feedback. This course may also be appropriate for individuals who manage business analysts. Developers and solution implementers will benefit from an understanding of how functional and non-functional requirements are elicited and analysed. This is an advanced class. We recommend students first do one of our Essential Skills for Business Analysis courses, or have experience in project scope definition, eliciting requirements from stakeholders, and understanding how business requirements fit into the entire systems development effort. IIBA Continuing Development Units: 21 hours Pricing Standard 3-day course is $2,700 per attendee. For a configured option to meet your specific needs, costs may vary. Please contact us for more information. Course Outline Introduction - 1 hour Define solution and transition requirements. Review requirements categories and classifications. Discuss the differences between business and functional requirements. Discuss requirements implications based on the type of solution being developed (COTS, in house development, maintenance, BI). Learn about the software development approaches used by the team (change driven vs. plan driven) as it relates to solution requirements. Determine the Solution Scope - 4 hours Define the solution scope model. Use approved business requirements to define a solution and allocate the solution components to each requirement (traceability). Learn a five-step approach to bringing the business domain stakeholders and implementation stakeholders to consensus about the definition of the solution scope: o Determine the functionality desired. o Elicit the business priority of each function. o Assess technical priority and estimated cost of the desired functionality. o Break project into phases or iterations. o Obtain approval. Create a scope model using a use case diagram: o Define actors involved with the application. o Identify actor interactions. o Determine use cases within each phase or iteration. Determine Functional Requirements - 4 hours Learn to identify use cases. Outline each use case for a high-level understanding of broad behaviour. Identify primary path, alternate path, and exception paths. Decompose large use cases into smaller sub-sets, identifying reusable use cases where possible. Learn how and where to document system user messages. Learn to create detailed use case descriptions. Designing User Interfaces – 2 hours Learn to identify where prototypes are necessary. Create and document prototypes. Learn to document report requirements, including ad-hoc and predefined. Learn the definition of business intelligence. Learn to document field edits and screen functionality. Incorporate usability principals into user interfaces. Analyse Interface Requirements – 3 hours Identify required interfaces based on the phase/iteration plan. Understand the most effective interface strategy for each design solution. Write interface requirements for each interface. Identify Non-Functional Requirements- 2 hour Identify requirements not previously addressed by business, functional, or technical requirement categories: o Performance requirements o Security requirements o Quality requirements o Scalability. Consider which non-functional requirement types are important for your project. Discuss the business analyst role in the development of these requirements. Develop Transition Requirements - 3 hours Identify requirements for a smooth rollout of the solution to the business o Consider scheduling and timing issues o Determine the timing of interface transition and data conversion o Consider parallel operations vs. cutover o Develop an implementation plan. Develop Action Plan / Course Summary Workshop – 2 hours Review Business Analysis tasks and skills learned. Workshop: What would you do? Determine analysis approach based on case study. Develop an Action Plan with next steps on the student's current project. 19 www.redvespa.com New Course Develop a Business Analysis Workplan 3 days Overview Having trouble getting started with your business analysis work? Unsure about how much time to request from your project manager? Developing a business analysis work plan will prevent major problems by ensuring that all of the appropriate stakeholders are involved and the requirements will be analyzed and presented using the most effective communication approaches. This class teaches students to consider all of the project and stakeholder characteristics before deciding on appropriate deliverables and producing a time estimate. The work plan also helps the business analyst develop realistic time estimates based on the chosen deliverables. These estimates provide detailed justification for negotiation with project managers and project sponsors. During class students are presented the Business Analysis Planning ™ Framework and are given worksheets to guide their planning efforts. Students will learn to Use project characteristics, people, and process to determine what business analysis tasks are needed for a project. Create a business analysis work plan which includes tasks and time estimates for the business analysts and other stakeholders. Determine the appropriate level and formality for a plan. Use the business analysis work plan as a negotiation tool to get approval for business analysis work on a project. Students are encouraged to bring their own project initiation documentation for a current or past project to the class. During the workshops, students will develop their business analysis work plan. If students do not have a project, a class case study is available and should be reviewed prior to the first day of class. Regardless of when the BA joins a project or the project type, this class will guide planners to deliver an intelligent business analysis work plan to the project manager and have a detailed roadmap upon which they can immediately begin to execute. The business analysis work plan may be a single sheet of brief notes on a small project or a more formal document on larger projects. Regardless of the output produced, an excellent business analyst thinks through the plan before starting work. This course supports and extends the techniques in the IIBA’s BABOK® Guide V2.0. Intended audience Prerequisites This course is intended for anyone who is interested in learning a practical approach to planning the necessary business analysis tasks for their project. This is an advanced class. We recommend students first do one of our Essential Skills for Business Analysis courses, or have at least 2 years of experience in requirements elicitation, analysis, and documentation using structured techniques. IIBA Continuing Development Units: 21 hours Pricing Standard 3-day course is $2,700 per attendee. For a configured option to meet your specific needs, costs may vary. Please contact us for more information. Course Outline Introduction - 1 hour Business analysis planning. o Overview of business analysis planning activities. o Discuss the relationship of the project manager and the business analyst in planning. ™ Use of the BA Planning Framework approach to planning. o Project - Understanding the project characteristics. o People - Identifying stakeholders and planning for communications. o Process - Planning the analysis activities. Root cause analysis and the fishbone diagram. The business analysis work plan. Planning for Different Types of Projects - 4 hours Introduce the concepts of plan driven vs. change driven approaches to projects. o Planning around unique project characteristics: o A large development project. o Enhancement or maintenance projects. o A COTS (commercial off-the-shelf software) project. o A reporting or data warehouse project. o A process improvement or re-engineering effort. o An infrastructure upgrade (getting a new e-mail or operating system). Planning around methodology and process characteristics: o An outsourced or off-shore development project. o Iterative style development methodology. o Agile style development process. Group workshop: Discuss planning considerations for case study projects. Project – Understanding the Characteristics – 4 hours Let's get started - A checklist to assess the current state of the project and to help get started. The Project Overview Worksheet - Is the project clearly defined? o Business objectives o Problems/opportunities o Requirements scope o High-level business processes. The Business Impact Worksheet - What is the relative importance of the project to the organization? o Size (number of stakeholders, number of business processes involved, number of business rules). o Importance (estimated cost, potential benefits, criticality of business area, level of key stakeholders). o Risk analysis (project, business, technology). Enterprise analysis - Understanding how this project fits into the organization's overall strategy. Group workshop - Assess the project and score the business impact of a sample project. 21 People – Stakeholder Analysis and the Communication Plan – 4 hours Why plan for stakeholder interactions? Assess the project sponsor. Identify both primary and secondary stakeholders: o Searching for all stakeholders, not just the obvious ones o Understanding each stakeholder's area of concern o Documenting stakeholder's needs o Consider the characteristics of each stakeholder group. Determine effective communication practices for each stakeholder group: o Is this group providing requirements, using requirements, or supporting the project work? o Which elicitation technique(s) will be most effective? o What requirement presentation format will be most comfortable for this group? The Stakeholder Analysis Worksheet o When and where will communications with each stakeholder be most effective? o What are the best communication techniques for each stakeholder? Group workshop - Identify and analyse the stakeholder groups for an example project and identify the appropriate communication techniques. Process – Planning the Analysis Activities - 3.5 hours Plan the analysis activities o Step one - Assess which requirements components are needed? o Step two - Determine which deliverables are needed using the Deliverable List Worksheet o Step three - Develop an approach for creating each deliverable using The Deliverable Worksheet. Consult with organizational standards/methodologies for required deliverables. www.redvespa.com Course Outline Continued Creating the Business Analysis Work Plan - 3 hours Appendix - Advanced Project Initiation Requirements Advanced project initiation requirements. Learn techniques to identify strong project objectives. Learn a technique to help subject matter experts scope a project with unclear boundaries. Group workshop - scope an unclear project. Step one - Create the business analysis task list. Step two - Estimate analysis time. Using historical and expert data to estimate. Tracking actual time to estimate. Step three - Finalize the business analysis work plan. Group workshop - develop a task list of analysis and requirements activities for a sample project. Intelligent negotiation skills. Getting signoff on the plan. Base lining the plan and initiating change control. Ongoing Requirements Management - 1 hour What is Requirements Management? Using a requirements repository. Develop a requirements management plan. Reusing existing requirements. Reusing existing data. Identifying requirements attributes. Plan for requirements traceability. Learn about traceability matrices and requirements links. Understand the purpose of forward and backward traceability. Determine which requirements should be "traced". Determine the appropriate approach for managing traceability. Exercise: Perform impact analysis using traceability. Course Summary – 0.5 hour Final thoughts. Planning Worksheet Map. Optional Exercises. Appendix - Advanced Topics Developing a cost/benefit analysis for a business case. Evaluating software applications for purchase (COTS). New Course 0.5 day Beyond Brainstorming Overview Unleash the creative potential in the minds of BAs and workshop participants through the Beyond Brainstorming workshop. Students will learn to This workshop goes beyond the traditional brainstorming session by using techniques that generate multiple creative ideas, and then provides ways to evaluate those ideas. This 3-hour hands-on workshop teaches tools and techniques designed to stimulate the creative part of our brains and help us see things from a different angle. View a business challenge through different lenses. Generate multiple solutions to a business challenge. Collaborate and build on each other’s’ ideas Identify when and how to use different creativity tools and techniques Actively practice learned skills and techniques to generate ideas and solutions. You’ll experience a two hour hands-on problem solving session, applying creative thinking tools. Following that, the final hour will allow you to examine the tools, to understand how they helped participants to generate and build on their ideas. Course Outline Introduction – 15 minutes Why organisations need creative thinking. Explore the Business Challenge – 45 minutes Mission Impossible. Empathy Map. Show and Tell. Idea Generation – 1 hour Examine Creativity Tools – 45 minutes Food for Thought. Think Share Build. Show and Tell. Group optimisation tools. Idea generation tools. Individual use tools. Intended audience Prerequisites This course is designed for experienced BAs, Business Leaders, Business Process Professionals, Customer Experience Professionals. In fact anyone who has a problem to solve. None. Pricing The standard 3-hour workshop is $400 per attendee. Business Analysis Coaching Our classes include one hour of after class business analysis coaching for each student (via phone and email). Students love having the opportunity to work with an industry expert to apply techniques learned in class to their unique situations. Effective business analysis training and coaching can help companies raise employee results. Proper business analysis coaching can give access to new ideas, tips and strategies that will help you build upon the team’s current skills and strengths to give you a competitive edge. Learn how to drive more revenue by leveraging your business analysts. Coaching is available additionally as an on-demand service to jump start a new project, a new skill development effort, and to reinforce concepts or techniques. This real time service is provided by our experts onsite or virtually. Examples of coaching assistance provided: Guidance for selecting the appropriate deliverables for your project. Assistance in determining and estimating business analysis activities. Strategies for effectively engaging all stakeholders and project team members. Coaching you to become a more agile BA. Provide direction for adapting and customising templates. Help with roles, career paths and skill development identification. Direction for building and sustaining a Community of Practice or Centre of Excellence. Beyond the Classroom Link in to the world of Business Analysis communities and resources online. Redvespa For the BA (blogs and more) www.redvespa.com/for-the-BA Redvespa LinkedIn www.linkedin.com (search Redvespa) Redvespa LinkedIn Training & BA Practice Group www.linkedin.com (search The Redvespa BArista group) Redvespa PictureThis! Diagram Book FREE Download www.redvespa.com/diagram-book/ Business Analysis Times www.batimes.com BA Collective www.bacollective.com Business Rules Community www.brcommunity.org Business Process Management www.bpm.com International Institute of Business Analysis www.theiiba.org Modern Analyst www.modernanalyst.com Project Management Institute www.pmi.org Requirements Networking Group www.requirementsnetwork.org BA Mentor www.thebamentor.com BA Coach www.thebacoach.com contact redvespa P: 0508 REDVESPA E: [email protected] T: @RedvespaNZ www.redvespa.com
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