Plan the Project as a Business Analyst - IIBA Endorsed

Increase your value as a Business Analyst by learning how to plan projects successfully without a Project Manager

4.63 (3034 reviews)
Udemy
platform
English
language
Data & Analytics
category
19,273
students
5.5 hours
content
Jul 2023
last update
$99.99
regular price

What you will learn

Gain the ability to identify, analyze, manage, and involve stakeholders based on their needs and the needs of the project

Learn how to create a Project Charter and facilitate an official project kickoff

Learn how to create a requirements management plan by defining the level of detail, storage and access, traceability, reuse, the project change control process

Understand how to break down the large project into workable activities

Learn various estimation techniques to estimate the effort to complete the project

Gain the ability to create both an adaptive (agile) or predictive (waterfall) project schedule

Understand how to complete a Quality Plan that outlines expectations for testing and quality assurance, managing defects, and training

Learn how to conduct release planning for both adaptive (agile) and predictive (waterfall) projects

Gain the ability to identify and set performance measure for both the project and for business analysis

Description

Looking to get ECBA®, CCBA®, or CBAP® certified or recertified? - This course qualifies for 5 PD Hours/CDUs!

OVER 40% OF PROJECTS FAIL BECAUSE OF A LACK OF PLANNING - BECOME ONE OF THE FEW BUSINESS ANALYSTS THAT ARE TRAINED IN USING PROJECT MANAGEMENT TECHNIQUES AND SEE MORE PROJECTS THROUGH TO SUCCESS

The top-cited reason by organizations for not planning a project is not understanding how to plan.

And since many organizations don’t have the resources to put a Business Analyst and a Project Manager on the same projects, they often expect the BA to take on the responsibilities of both.

Leaving you in charge of the planning.

And since the majority of Business Analysts aren’t trained in the role of project management – you’re often stuck in an embarrassing and stressful situation.

This course will teach you how to use project management techniques to put together a robust step-by-step project plan that’ll not only help ensure a project’s success but also save your organization time and money…

As well as keep you one step ahead of your competition while you do it.

Course enrollment grants you lifetime access, with no expiration, to all the course lectures, activities, handouts, and quizzes. In addition, you’ll also receive 1-on-1 support for any questions or uncertainties that come up. And this all comes with a money-back guarantee. You have nothing to lose and so much to gain.


Why do organizations tend to still execute projects without a plan?

The common reasons given are:

1. We don’t have time to plan

2. Plans only cause constraints and restrict our team

3. Things change too much to plan for them

And while these seem like legitimate reasons, they aren’t!

Taking steps upfront to plan the project will actually:

1. Help you understand and prioritize project activities – allowing you to manage your time and resources effectively

2. Provide direction to team members about their roles and responsibilities – so they can focus on doing their jobs as well as possible, and not waste time struggling to understand what’s required of them

3. Allow you to predict changes and possibilities – leaving you in a position to respond to stumbling blocks effectively and spend less time fighting fires


Let’s hear what our students have to say:

“The course is great for both new and experienced Business Analysts who want to streamline and finish their learning mode. It takes you step by step of the whole project planning phase. […] The course is perfect, it really teach you a lot, I know it because I have taken full business analysis courses online and offline from a couple of instructors and no one is better.” – Talai

“Course continues to exceed my expectation. Jeremy presents the information in an easy to understand. I recommend his courses to all that have an interest in Business Analysis or Project Management.” - James

“Jeremy's in-depth knowledge on the role of business analysis is quite transparent and shines through. Breaking down that role and clearly explaining the requirements and how to measure the KPI to be successful as a business analysis is quite informative. Thank you Jeremy.” - Saul


By this point, you’re probably sold on the virtues of planning…

But perhaps you’re intimidated by the idea of learning how to be able to plan any variety of projects – and indeed what aspects of a project you should be planning.

If so, don’t panic.

This course will take you through my 5-Step Project Planning Process. This process will act as a framework for you to use for all your future projects.

The BA Guide’s 5 Step Process to Plan a Project

  1. Initiate the Project Plan - Learn how to identify and engage with stakeholders, create a Project Charter, and conduct an official kick-off meeting

  2. Create a Requirements Management Plan - Learn how to define the different aspects of the requirements including the level of detail, storage, access, traceability, reuse, and more, to give you an overview of what needs to be done.

  3. Define the Project Plan Details - Learn how to break down the project, estimate the effort, and put together a project schedule that ensures the project is delivered on time.

  4. Conduct Stakeholder Analysis & Engagement - Learn how to utilize various techniques to assign roles, responsibilities, and define a communication plan, so you can stay in control.

  5. Set Performance Measures - Learn to identify key performance indicators to later validate success and learn from areas of opportunity.

Within each step, you’ll learn the techniques, tools, and skills through the use of practical, real-world examples – meaning you won’t just understand the 5 steps, but you’ll also know how to apply them when the opportunity arises.


What is included in the course?

- Over 5 hours of high-quality video lectures that break down all the concepts covered into an easy to understand, step-by-step format.

- A 35-page Student Workbook that will enhance your learning and your information retention from the course, as well as giving you reference material after you’ve completed the course.

- 13 Business Analysis Templates so you have all the tools you need to immediately start putting together a project plan.

In addition to all the tools you’ll need to start planning the project, you’ll also get a foot into the field by way of an industry expert

I’m not just the instructor who wrote this course, I will also act as both a resource and a mentor to guide you to a long and rewarding career in Business Analysis!


Still not sure? Hear what others had to say

“The course is very practical and very helpful. Planning, communication and collaboration can save every project. I like much components breakdown of the project. And […] users stories and Agile approach were quite new for me, but Jeremy explained them very well.” – Yury

“I've been working my way through The BA Guide (Jeremy Aschenbrenner) series, and this is #5 for me. These courses are so dependably excellent. Jeremy is deeply knowledgeable & experienced as a BA, and his presentation skills are superb. He also provides templates that alone are worth the price of the course. I can't recommend this series enough.” – Liz

“Jeremy did a great job in explaining the process for Plan the Project course. He enumerated the expectations for each of the sections and provided tips on how to achieve it.” - Gerry


Still not convinced?

And if you’re still not sure – here’s my promise to you:

This course comes with a 30-day money-back guarantee! That means, if you aren’t completely satisfied with your purchase, I’ll give you a full refund – no questions asked!

Whether you are an aspiring or a seasoned Business Analyst, this course is a must.


This course is the third course of the Business Analysis Process Series:

  1. Identify the Problem

  2. Conduct a Strategy Analysis

  3. => Plan the Project <=

  4. Understand and Elicit Requirements

  5. Analyze, Model, and Organize Requirements

  6. Manage, Prioritize, and Validate Requirements

  7. Transition to the Solution

  8. Complete a Solution Evaluation

Whilst taking the previous courses isn’t a requirement, I do recommend it as it will help your understanding of the material covered as we will be building on skills and techniques taught in the previous course lectures.

By the end of this course, you’ll have learned how to effectively plan a project and become an incredibly valuable Business Analyst who doesn't require a Project Manager to be successful.

So, if you’re ready to save your organization time and money and ensure the project you’re in charge of doesn’t become one of the 40% that fails due to poor planning, enroll today.

Content

Before We Get Started

Business Analysis Process Series - Where this course fits
Student Workbook Reminder
Additional Notes for the Student Workbook
Business Analysis Process Series - What has the series covered so far?
Udemy Review System

Welcome to the Course!

Course Kickoff and Overview
Business Analyst vs Project Manager
Adaptive Methodologies vs Predictive Methodologies
Key Terms Defined - Project, Stakeholder, Requirements
Why Plan the Project?
Case Study: When Projects Aren't Planned
The Basics: Validate Your Understanding

Important Housekeeping Items

Centron Introduction (for those who didn't take Conduct a Strategy Analysis)
IMPORTANT LINKS - Please review and bookmark

Project Plan Initiation

Project Plan Initiation Overview
Stakeholder Identification Basics
Why Identify Stakeholders?
How to Identify Stakeholders
Stakeholder Register & Template
Activity: Centron Stakeholder Identification
Stakeholders Will Change
Create a Project Charter
Project Charter Template Explained
Activity: Centron Project Charter
Activity: Centron Stakeholder Change
Arranging a Kickoff Meeting
Conducting a Kickoff Meeting
Kickoff Meeting Template
Centron Kickoff Meeting
Optional Tool: Team Contract
Project Plan Initiation: Validate Your Understanding

Requirements Management Plan

Requirements Management Plan Overview
Requirement Abstraction
Centron: Requirement Abstraction
Requirements Storage and Access
Centron: Requirement Storage and Access
Requirement Attributes
Centron: Requirement Attributes
Requirements Reuse
Centron: Requirement Reuse
Requirement Traceability
Centron: Requirement Traceability
Requirements Change Control Process
Requirements Change Control Template
Centron: Change Control Process
Activity: Centron Change Control Process Flowchart
Requirements Approval Process
Centron: Requirements Approval
Requirements Management Plan Conclusion
Validate Your Understanding: Requirements Management Plan

Define the Project Details: Break Down the Project

Define the Project Plan Details Introduction
Break Down the Project (what)
Break Down the Project (how)
ADAPTIVE: User Stories Explained
ADAPTIVE: Breaking Down the Project with Story Mapping
ADAPTIVE: Setting Up a Product Backlog
PREDICTIVE: Breaking Down the Project with a Work Breakdown Structure (WBS)
UW Results Frequency Project Work Breakdown Structure (WBS)
Validate Your Understanding: Breaking Down the Project

Define the Project Details: Setting the Project Schedule

Introduction to Setting the Schedule & Creating a Milestone List
Estimating Activity Duration
ADAPTIVE: Estimation Technique - Fibonacci
ADAPTIVE: Estimation Techniques - T-shirt & BUS
ADAPTIVE: Adding Estimates to User Stories
PREDICTIVE: Estimation Technique - PERT
PERT Estimation Worksheet
PREDICTIVE: Estimation Technique - ROM / SWAG
UW Results Frequency Project PERT Worksheet
Understanding Dependencies
Why Create a Project Schedule?
ADAPTIVE: Creating a Project Schedule
ADAPTIVE: Project Schedule Template Explained
PREDICTIVE: Creating a Project Schedule
PREDICTIVE: Project Schedule Template Explained
UW Results Frequency Project Schedule
UW Results Frequency Project Schedule - Update (1 of 2)
UW Results Frequency Project Schedule - Update (2 of 2)
UW Results Frequency Project Schedule - Reflection
Validate Your Understanding: Setting the Project Schedule

Define the Project Details: Final Project Details

Define a Quality Plan
Quality Plan Template Explained
UW Results Frequency Project Quality Plan
ADAPTIVE: Release Planning
PREDICTIVE: Release Planning
PREDICTIVE: Release Planning Template
UW Results Frequency Project Release Plan
Update Project Risks
Validate Your Understanding: Finalizing Project Details

Stakeholder Analysis and Engagement

Stakeholder Analysis and Engagement Overview
Stakeholder Power Interest Analysis
Stakeholder Power Interest Analysis Template
Stakeholder RACI Matrix Explained
Completing a Stakeholder RACI Matrix
RACI Matrix Template
Responsibility Assignment Matrix (RAM)
Define a Collaboration and Communication Plan (Part 1 of 2)
Define a Collaboration and Communication Plan (Part 2 of 2)
UW Results Frequency Project Communication Plan
Validate Your Understanding: Stakeholder Analysis and Engagement

Set Performance Measures

Set Project Performance Measures
Set Business Analyst Performance Measures Explained
Three Steps to Set Business Analyst Performance Measures
Validate Your Understanding: Setting Performance Measures

Wrapping Things Up

Plan the Project Wrap Up
Bonus Lecture: Defining your next steps

Screenshots

Plan the Project as a Business Analyst - IIBA Endorsed - Screenshot_01Plan the Project as a Business Analyst - IIBA Endorsed - Screenshot_02Plan the Project as a Business Analyst - IIBA Endorsed - Screenshot_03Plan the Project as a Business Analyst - IIBA Endorsed - Screenshot_04

Reviews

Martin
October 25, 2023
I’ve already listened to Jeremy’s courses and I like the professionalism, the examples, the way he talks, the documents he gave and other things. So I’m happy with this course.
Magdaline
October 4, 2023
The course is comprehensive and detailed. I particularly liked how the instructor explained in simple terms and also made resources available for the learning. I'd recommend it for any level.
Dariia
August 29, 2023
As a Project Manager who wanted to get some interesting practices from the Business Analyst standpoint, I was disappointed. To my mind, most of the information is directed to the project managers and their responsibilities. In the description it's said "Increase your value as a Business Analyst by learning how to plan projects successfully without a Project Manager". However, I'm not sure if Business Analyst can handle all the described in the course aspects, not being responsible for the result, unless he/she has a hybrid position as Project Manager/Business Analyst. This course left some controversial feelings. If we speak about the course from the project manager's standpoint - I would say that it's a good foundation for managing the project through the whole life cycle. That's why I leave 2,5 stars for it.
Nijat
June 24, 2023
In general, the lecture is nice, but it would be better to give a little more practical example when teaching something.
Yinka
June 7, 2023
Yes, it's a good match for me, it's reinforcing what i learnt prior. I like the instructor, it is easy to assimilate the information.
Nicholas
May 28, 2023
What a great course. Great content, well structured, professionally presented and a wealth of templates. The last section, Set Performance Measures, just seemed to run out of steam / time and felt a bit disjointed.
Sumanpreet
March 29, 2023
there are so many things which I am learning not as a beginner but have come across in different projects and always had confusion whether about the best industry practice. this course had cleared almost all my doubts.. A big thanks to coach Jeremy..
Nadine
March 7, 2023
Sehr guter Kurs - die Planung eines Projektes wird sehr anschaulich in mehreren Schritten erklärt, mit vielen hilfreichen Vorlagen & Beispielen! Für Anfänger absolut geeignet!
Tina
January 31, 2023
Good information! Jeremy did a great job putting this together! I appreciate the effort put into this.
Konica
January 21, 2023
A very detailed course on how to be a good BA. Everything was explained in detail with real life examples.
Maftuh
December 21, 2022
It's an amazing course that opened my eyes in various ways, Easy and understandable, I would suggest to add also PPT summary or PDF summary of the course to save time for the learner .
Santanu
November 11, 2022
Well structured and methodical. Nicely presented and clear, articulate and well paced. Examples are good, a little more detailing would have earned my 5 stars. Will recommend for beginners or anyone who needs a refresher.
Celeste
June 24, 2022
I loved this course and really learnt a lot of practical steps to plan a project. I have already implemented some of the templates provided, and they are a huge asset. I am definitely going to do more BA Guide courses.
Michael
June 13, 2022
I felt it should be split into two courses. The instructor did a great job of presenting a lot of useful information.
Steven
May 9, 2022
This is covering every aspect of starting a project as a BA and I highly recommend this course, especially when starting up new projects. This also helps properly and practically differentiate predictive and adaptive and sets you on course for the right approach

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5/2/2018
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