Plan the Project as a Business Analyst

Increase your value as a Business Analyst by learning how to plan projects successfully without a Project Manager
Plan the Project as a Business Analyst
File Size :
2.40 GB
Total length :
5h 21m



The BA Guide | Jeremy Aschenbrenner


Last update

Last updated 10/2022



Plan the Project as a Business Analyst

What you’ll 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

Plan the Project as a Business Analyst


No Business Analysis experience necessary, but it is recommended (not required) that you have taken the first two courses in the Business Analysis Process Series, “Identify and Define the Problem” and “Conduct a Strategy Analysis”


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 SUCCESSThe 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.Looking to get ECBA certified? – This course qualifies for 5.5 hours of Professional DevelopmentWhy do organizations tend to still execute projects without a plan?The common reasons given are:1. We don’t have time to plan2. Plans only cause constraints and restrict our team3. Things change too much to plan for themAnd 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 effectively2. 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 them3. Allow you to predict changes and possibilities – leaving you in a position to respond to stumbling blocks effectively and spend less time fighting firesLet’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.” – SaulBy 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 ProjectInitiate the Project Plan – Learn how to identify and engage with stakeholders, create a Project Charter, and conduct an official kick-off meetingCreate 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.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.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.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.” – GerryStill 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:Identify the ProblemConduct a Strategy Analysis=> Plan the Project <=Understand and Elicit RequirementsAnalyze, Model, and Organize RequirementsManage, Prioritize, and Validate RequirementsTransition to the SolutionComplete a Solution EvaluationWhilst 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.


Section 1: Before We Get Started

Lecture 1 Business Analysis Process Series – Where this course fits

Lecture 2 Student Workbook Reminder

Lecture 3 Additional Notes for the Student Workbook

Lecture 4 Business Analysis Process Series – What has the series covered so far?

Lecture 5 Udemy Review Prompt

Lecture 6 Course Resources – for your convenience

Section 2: Welcome to the Course!

Lecture 7 Course Kickoff and Overview

Lecture 8 Business Analyst vs Project Manager

Lecture 9 Adaptive Methodologies vs Predictive Methodologies

Lecture 10 Key Terms Defined – Project, Stakeholder, Requirements

Lecture 11 Why Plan the Project?

Lecture 12 Case Study: When Projects Aren’t Planned

Section 3: Important Housekeeping Items

Lecture 13 Centron Introduction (for those who didn’t take Conduct a Strategy Analysis)

Lecture 14 IMPORTANT LINKS – Please review and bookmark

Section 4: Project Plan Initiation

Lecture 15 Project Plan Initiation Overview

Lecture 16 Stakeholder Identification Basics

Lecture 17 Why Identify Stakeholders?

Lecture 18 How to Identify Stakeholders

Lecture 19 Stakeholder Register & Template

Lecture 20 Activity: Centron Stakeholder Identification

Lecture 21 Stakeholders Will Change

Lecture 22 Create a Project Charter

Lecture 23 Project Charter Template Explained

Lecture 24 Activity: Centron Project Charter

Lecture 25 Activity: Centron Stakeholder Change

Lecture 26 Arranging a Kickoff Meeting

Lecture 27 Conducting a Kickoff Meeting

Lecture 28 Kickoff Meeting Template

Lecture 29 Centron Kickoff Meeting

Lecture 30 Optional Tool: Team Contract

Section 5: Requirements Management Plan

Lecture 31 Requirements Management Plan Overview

Lecture 32 Requirement Abstraction

Lecture 33 Centron: Requirement Abstraction

Lecture 34 Requirements Storage and Access

Lecture 35 Centron: Requirement Storage and Access

Lecture 36 Requirement Attributes

Lecture 37 Centron: Requirement Attributes

Lecture 38 Requirements Reuse

Lecture 39 Centron: Requirement Reuse

Lecture 40 Requirement Traceability

Lecture 41 Centron: Requirement Traceability

Lecture 42 Requirements Change Control Process

Lecture 43 Requirements Change Control Template

Lecture 44 Centron: Change Control Process

Lecture 45 Activity: Centron Change Control Process Flowchart

Lecture 46 Requirements Approval Process

Lecture 47 Centron: Requirements Approval

Lecture 48 Requirements Management Plan Conclusion

Section 6: Define the Project Details: Break Down the Project

Lecture 49 Define the Project Plan Details Introduction

Lecture 50 Break Down the Project (what)

Lecture 51 Break Down the Project (how)

Lecture 52 ADAPTIVE: User Stories Explained

Lecture 53 ADAPTIVE: Breaking Down the Project with Story Mapping

Lecture 54 ADAPTIVE: Setting Up a Product Backlog

Lecture 55 PREDICTIVE: Breaking Down the Project with a Work Breakdown Structure (WBS)

Lecture 56 UW Results Frequency Project Work Breakdown Structure (WBS)

Section 7: Define the Project Details: Setting the Project Schedule

Lecture 57 Introduction to Setting the Schedule & Creating a Milestone List

Lecture 58 Estimating Activity Duration

Lecture 59 ADAPTIVE: Estimation Technique – Fibonacci

Lecture 60 ADAPTIVE: Estimation Techniques – T-shirt & BUS

Lecture 61 ADAPTIVE: Adding Estimates to User Stories

Lecture 62 PREDICTIVE: Estimation Technique – PERT

Lecture 63 PERT Estimation Worksheet

Lecture 64 PREDICTIVE: Estimation Technique – ROM / SWAG

Lecture 65 UW Results Frequency Project PERT Worksheet

Lecture 66 Understanding Dependencies

Lecture 67 Why Create a Project Schedule?

Lecture 68 ADAPTIVE: Creating a Project Schedule

Lecture 69 ADAPTIVE: Project Schedule Template Explained

Lecture 70 PREDICTIVE: Creating a Project Schedule

Lecture 71 PREDICTIVE: Project Schedule Template Explained

Lecture 72 UW Results Frequency Project Schedule

Lecture 73 UW Results Frequency Project Schedule – Update (1 of 2)

Lecture 74 UW Results Frequency Project Schedule – Update (2 of 2)

Lecture 75 UW Results Frequency Project Schedule – Reflection

Section 8: Define the Project Details: Final Project Details

Lecture 76 Define a Quality Plan

Lecture 77 Quality Plan Template Explained

Lecture 78 UW Results Frequency Project Quality Plan

Lecture 79 ADAPTIVE: Release Planning

Lecture 80 PREDICTIVE: Release Planning

Lecture 81 PREDICTIVE: Release Planning Template

Lecture 82 UW Results Frequency Project Release Plan

Lecture 83 Update Project Risks

Section 9: Stakeholder Analysis and Engagement

Lecture 84 Stakeholder Analysis and Engagement Overview

Lecture 85 Stakeholder Power Interest Analysis

Lecture 86 Stakeholder Power Interest Analysis Template

Lecture 87 Stakeholder RACI Matrix Explained

Lecture 88 Completing a Stakeholder RACI Matrix

Lecture 89 RACI Matrix Template

Lecture 90 Responsibility Assignment Matrix (RAM)

Lecture 91 Define a Collaboration and Communication Plan (Part 1 of 2)

Lecture 92 Define a Collaboration and Communication Plan (Part 2 of 2)

Lecture 93 UW Results Frequency Project Communication Plan

Section 10: Set Performance Measures

Lecture 94 Set Project Performance Measures

Lecture 95 Set Business Analyst Performance Measures Explained

Lecture 96 Three Steps to Set Business Analyst Performance Measures

Section 11: Wrapping Things Up

Lecture 97 Plan the Project Wrap Up

Lecture 98 Bonus Lecture: Defining your next steps

Aspiring or current Business Analysts,Aspiring or current Project Managers,Business professionals who are involved in projects and want to understand how to better assist within them,Business professionals who are tasked with planning or running company projects

Course Information:

Udemy | English | 5h 21m | 2.40 GB
Created by: The BA Guide | Jeremy Aschenbrenner

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