Business Analysis: A Critical Role on Projects

Are you a Project Manager, Business Analyst, or Both?—½ Day, 4 Hours

The disciplines of Project Management and Business Analysis are closely tied together, with some organizations combining the two roles, and others delineating them and assigning different individuals to each. To be effective in either role, professionals must have a clear understanding of both the work involved AND their personal abilities. This 4-hour course will define the two disciplines, as well as give students the opportunity to assess their personal skills as they relate to each role. The course will also offer specific suggestions for building strong PM/BA partnerships, and outline solutions for managing work when one person is assigned to perform both roles. Whether you are a Project Manager or Business Analyst—or both—this course will increase the value you bring to your organization!

* NOTE: This class is a replacement for RMC's recently retired "Project Manager or Business Analyst: Who Am I?" offering. If you have previously taken our "PM or BA" class, please do not register for this one. Instead, consider our Business Analysis Fundamentals course for additional BA-related training.

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At the conclusion of this course, students will be able to:

  1. Define the project management and business analysis disciplines.
  2. Assess their personal strengths and interests in each of the two disciplines.
  3. Implement strategies and tactics for building a strong PM/BA partnership.
  4. More effectively operate simultaneously as a PM and BA when necessary.
  • Introduction
    • Project management – what is it?
    • Business analysis – what is it?
    • Why are there two separate disciplines? What are the differences?
    • Who does what?
  • Assessing Your Personal Strengths and Interests
    • Discuss the skills needed for PM and BA work
    • Assess the skills needed primarily for project management work
    • Assess the skills needed primarily for business analysis work
    • Assess overlapping skills and interests
    • Consider tasks you dislike and skills you would like to improve
  • Building a Great PM/BA Partnership
    • Work together at the beginning of the project to:
      • Identify all stakeholders and assess their involvement and needs
      • Develop a clear project and product (solution) scope
      • Develop a cohesive communication plan
      • Identify project and business risks
      • Build a comprehensive project plan
    • Follow the plan, check progress frequently, and adjust as necessary
  • Going It Alone: What to Do When You Do BOTH Jobs
    • Recognize the volume and nature of the work
    • Communicate to management, sponsor and stakeholders
    • Get a mentor PM or BA to offset your weaknesses
    • Schedule dedicated time for each role

Students receive a copy of the BA: A Critical Role Workbook which includes exercises and supplemental material covered in the class. As an Endorsed Education Provider for IIBA, students will also receive a copy of the A Guide to the Business Analysis Body of Knowledge® (BABOK® Guide).

FEATURED BOOK: Seven Steps to Mastering Business Analysis by Barbara A. Carkenord

Seven Steps to Mastering Business Analysis will help build the skill sets of new and experienced analysts, and those currently doing analysis work including project managers, system analysts, product managers and business development professionals.

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ARTICLE: What Are the CCBA® and CBAP® Certifications?

If you are a business analyst looking to receive formal recognition of your expertise and experience, International Institute of Business Analysis (IIBA®) offers two credentials you should consider.

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ONLINE TOOL: Do I Qualify for a Credential?

One of the biggest hurdles in qualifying for a BA credential is Work Experience. Our free Experience Calculator will help define, track and categorize career experiences, and help you choose a certification path.

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FREE WEBINAR: Becoming a Certified Business Analyst

Delivered by Barbara A. Carkenord, this previously recorded webinar provides an overview of the two internationally-recognized Business Analysis certifications, and features a free Q&A PDF download.

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For Corporate Pricing or to Schedule a Training Needs Assessment, Please Contact:

Ken Mulcahy • Onsite Training Specialist • (952) 846-4484 x410kmulcahy@rmcls.com

* Discounts Available for Federal, State and Local Government Agencies

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Type: Core BA Training
Audience: Business Analysts, Project Managers, Team Members
Duration: 1/2 Day
PDs: 4
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Related Classes

•  BA Fundamentals

•  CBAP®/CCBA® Exam Prep

•  BA Executive Briefing

Class Description


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