Business Analysis: A Critical Role on Projects eLearning Course

Lessons and Learning Objectives

Online Course Overview

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.

Online Course Features

In this course, students will have access to:

  • A 6-section interactive tutorial
  • 10 interactive learning-based exercises
  • A comprehensive document library
  • A course blog for sharing ideas with other students
  • 60+ audio and video narrations
  • Creation of a PM / BA 'Action Plan'
  • 4 Hours toward earning PMI® or IIBA® certifications, or 4 PDUs/CDUs toward retaining PMI® or IIBA® certifications

Learning Objectives

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

  1. Understand the disciplines of project management and business analysis
  2. Assess their personal strengths and interests for each discipline
  3. Implement strategies and tactics for building a strong project management/business analysis partnership
  4. More effectively operate simultaneously in both roles when necessary

Course Outline

The course is organized into the following sections:

  • Welcome
    • About Barbara Carkenord CBAP®, PMP®
    • Course Introduction and Objectives
    • Course Agenda
    • Your Course Notebook and Action Plan
    • Blog Activities
  • Introduction to Project Management and Business Analysis
    • Introduction to Project Management and Business Analysis
    • Exercise: Assess Your Work Activity
    • Project Manager/Business Analyst Challenges
    • Project Management Processes
    • What Is Business Analysis?
    • Why Are There Two Disciplines?
    • Blog Activity: Separate Roles in Your Real World
    • Product or Project Scope?
    • Requirements
    • The Two Disciplines Have a Different Focus
    • Who Does What?
    • Exercise: Action Plan
  • Are You a PM or a BA?
    • Assess Yourself
    • Exercise: What Skills Are Needed?
    • Key Skills of a Project Manager
    • Exercise: Assess Your Project Manager Skills
    • Key Skills of a Business Analyst
    • Exercise: Assess Your Business Analyst Skills
    • Overlapping Skills
    • What Type of Work Do You Enjoy?
    • Two Reasons We Don't Enjoy a Task
    • Blog Activity: Consider Your Dislikes
    • Exercise: Action Plan
  • Building a Great PM / BA Partnership
    • Blog Activity: Being Assigned to the Project
    • RACI Chart
    • Identify Stakeholders
    • Often-Missed Stakeholders
    • Responsibilities for Stakeholder Analysis
    • Stakeholder Register
    • Product or Project Scope?
    • Product/Solution Scope
    • Context Diagram
    • Use Case Diagram
    • Product Backlog
    • What Is a Communications Management Plan?
    • Risk Management Overlap Between PM and BA
    • Exercise: Project or Business Risk?
    • Comprehensive Plan
    • Include Business Analysis Tasks in the Plan
    • Business Analysis Is Not an Exact Science
    • Sample Meeting Agenda
    • Follow the Plan
    • Exercise: Action Plan
  • Going It Alone
    • Recognize You Are the Bottleneck!
    • Going It Alone - Successfully!
    • Communicate the Conflict
    • Find a Mentor
    • Stay Balanced
    • Plan Time For Each Role
    • Blog Activity: Your Action Plan
    • Quiz
    • Barb's Wrap-Up
    • Exercise: Action Plan
  • Course Wrap-Up
    • Summary
    • Exercise: Action Plan
    • Want More?
    • Goodbye and Good Luck!

Technical Requirements

  • Cross-platform compatible with Microsoft Internet Explorer 8.0 and higher, or any version of Firefox, Chrome, Safari, or Edge.
  • Requires a device (computer or tablet—6 inch screen minimum) connected to the Internet.
  • Broadband Internet recommended.
  • JavaScript and cookies must be enabled in your browser.
  • Pop-ups should be allowed.
  • This course will use data if viewed in a mobile environment.

TECHNOLOGY UPDATE: Please note that RMC is in the process of updating all eLearning courses from an Adobe Flash platform to an HTML5 platform. Courses that have not yet been converted will have a technical specification that differs from the one above. Click here for more information.

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