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Scope Your Area of Analysis



Scope Your Area of Analysis


Scoping is the process of defining the boundaries of a product, program, project, or iteration. Depending on your viewpoint and your involvement in the project, the components within the scope you’re analyzing may be slightly different; i.e. budget, time, resource, quality or features and functions; or stakeholders, interfaces, data flows, and processes. For purposes of this class, the viewpoint considered is from the business analysis scope perspective to identify the stakeholders (external agents or actors), interfaces, data flows, and high-level processes of concern in order to effectively determine the area for which analysis needs to be performed.

Business analysis scope is defined using a context diagram.

This course covers scoping techniques and best practices to ensure that you are eliciting and analyzing the right requirements based on the problem statement and that you have a framework for staying within the boundaries of the project. It also provides a technique to facilitate enough analysis so that requirements aren’t missed, but aren’t overdone either. The scope diagram provides a baseline and a primary reference for measuring all future project changes and project performance.


  • Determine WHY a project is being done to ensure the correct analysis effort is planned and to prioritize requirements efforts appropriately
  • Practice an approach to ensure that the problem your project is supposed to address is clearly understood
  • Analyze and scope the area of analysis, collaboratively with project managers and business stakeholders, to clarify the level and complexity of the business analysis effort needed for the project
  • Review enterprise analysis concepts to more fully understand the project’s context in relationship to the organization’s strategic goals
  • Identify interfaces, data flows, and high-level processes associated with the project by creating a context data flow diagram. An invaluable tool for planning and communications

Student Profile

This course is designed for Business Analysts, Project Managers, Business Systems Analysts, Product Managers, Product Owners, System Architect, Process Engineers, Requirements Engineers or any member of the project team.

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There are no prerequisites to attend this course.

Course Materials

Each student will receive a copy of the course documentation prepared by Netmind.


Interactive workshops allow students to practice requirements analysis techniques as they learn. It is compatible with the standards described in the BABOK® IIBA Guide and the PMI-PBA®certification. This course can be taught independently or as part of our 4-day Essential Skills for Business Analysis course.


This course is included in our Business Analysis Certification Program. By attending this course, students earn credit towards the BA Associate and BA Certified certifications, as well as credit towards the Strategy and Solution Evaluation Badge.

Additionally, students will earn 7 credit hours for their attendance.


A certificate of attendance will be issued to students who attend the course for at least 75% of the duration.

Scope Your Area of Analysis

  1. Introduction
    1. Define solution scope and explain its applicability and purpose
    2. Identify the components of scope and explain the purpose of a business requirements document
    3. Describe the value of scoping your area of analysis
  2. Define Project Context and Purpose
    1. Analyze Strategy for Context
      1. Explain how to assess a project within the larger context of the enterprise
      2. Identify the documents and information valuable to establishing project context
    2. Understand Current State of the process, problem, or business area
    3. Learn to identify the Root Cause
    4. Document Project Purpose
      1. Compose a well-defined problem statement
      2. Clearly state business objectives
      3. Differentiate business drivers from problem solutions
      4. Study problems and opportunities in the organization
      5. Define project approach
      6. Construct a project glossary and illustrate its value
  3. Analyze Business Risks
    1. Distinguish and express key scope parameters and explain their importance
      1. Risks
      2. Assumptions
      3. Constraints
      4. Dependencies
  4. Scope Your Area of Analysis
    1. Determine the business requirements needed to deliver value and solve the problem
    2. Express scope with graphical representation (Context Diagram)
      1. Illustrate components of graphical scope & order of definition
        1. Identify external agents
        2. Analyze and Identify data flows
        3. Determine the project boundary
    3. Identify the affected Business Capabilities that the project entails
    4. Detect stakeholders from scope context
    5. Set up your requirements for traceability
    6. Discuss the ways to manage changes on a project
  5. Course Summary
    1. Bringing it all together
    2. Develop an Action Plan with next steps, based on the student’s current project
  6. Job Aids and Templates
    1. Process Context Job Aid
    2. Process Flow Chart Symbols Infographic
    3. Risk Responses and Planning Job Aid
    4. Risk Register Template

PMI, PMBOK, PMP, CAPM, PMI-PBA, PMI-ACP, and the PMI Authorized Training Partner logo are registered marks of the Project Management Institute, Inc.

Public Classes

Currently, we don't have any public sessions of this course scheduled. Please let us know if you are interested in adding a session.

See Public Class Schedule

Course Details


JIS 402-B


1 day

Delivery Mode

Virtual, Face-to-Face


BA Certified

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