Business Analysis: A Critical Project Role—Instructor-Led Virtual

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.

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: RMC Spotlight: An Inside Look at the IIBA®'s New Certification Program

In 2006, The International Institute of Business Analysis™ (IIBA®) created the Certified Business Analysis Professional™ (CBAP®) and in 2011 added the Certificate of Competency in Business Analysis™ (CCBA®). As of September 2016, this two-tier system has been replaced by a more comprehensive four level, competency-based certification program for business analysis professionals. This whitepaper breaks down each of the four levels by focusing on what you need to know.

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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

* Discounts Available for Federal, State and Local Government Agencies

Register for this Course

Price: $249
PDs: 4
Time: 10am to 2pm CST
Dates: TBD
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Class Description

Other Modes of Learning

Onsite Class: Read More
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