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Developing a Business Analysis Work Plan



Developing a Business Analysis Work Plan


Having trouble getting started with your business analysis work? Unsure about how much time to request from your project manager?

Developing a business analysis work plan will prevent major problems by ensuring that all of the appropriate stakeholders are involved and the requirements will be analyzed and presented using the most effective communication approaches. This class teaches students to consider all of the project and stakeholder characteristics before deciding on appropriate deliverables and producing a time estimate. The work plan also helps the business analyst develop realistic time estimates based on the chosen deliverables. These estimates provide detailed justification for negotiation with project managers and project sponsors. During class students are presented the Business Analysis Planning Framework and are given worksheets to guide their planning efforts.

Regardless of when the BA joins a project, this course will help planners build a detailed roadmap and deliver a smart business analysis work plan to the project manager. The business analysis work plan can be a brief note sheet on a small project or a more formal document on larger projects. Regardless of the output, an excellent business analyst should reflect on the plan before starting work. This course supports and extends the techniques in the IIBA BABOK® Guide.


  • Use project characteristics, people, and process to determine what business analysis tasks are needed for a project
  • Create a business analysis plan which includes tasks and time estimates for the business analysts and other stakeholders
  • Determine the appropriate level and formality for a plan
  • Use the business analysis work plan as a negotiation tool to get approval for business analysis work on a project

Student Profile

This course is aimed at anyone who is interested in learning a practical approach to plan the business analysis tasks necessary for your project.


We recommend students attended our Essential Skills for Business Analysis prior to this class, or have at least 2 years of experience in obtaining requirements, analysis and documentation using structured techniques.

Course Materials

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


Engaging and interactive course. Our instructors teach all course materials using the demonstrative method; the participants learn new concepts through exercises and real application practices.

Students are encouraged to bring their own project start documentation to the class for a current or past project. During the workshops, students will develop their business analysis work plan. If students do not have a project, a class case study will be available and should be reviewed before the first day of class.


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 Analysis Planning Badge.

Note: due to the overlap in course material, credit will also be given for Stakeholder Analysis and Engagement to any Developing a Business Analysis Work Plan student.

Additionally, students will earn 21 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.

Developing a Business Analysis Work Plan

  1. Introduction
    1. Business analysis planning
      1. Overview of business analysis planning activities
      2. Discuss the relationship of the project manager and the business analyst in planning
    2. Use of the BA Planning Framework™ approach to planning
      1. Project – Understanding the project characteristics
      2. People – Identifying stakeholders and planning for communications
      3. Process – Planning the analysis activities
    3. Root cause analysis and the fishbone diagram
    4. The business analysis work plan
  2. Planning for Different Types of Projects
    1. Introduce the concepts of plan driven vs. change driven approaches to projects
    2. Planning around unique project characteristics
      1. A large development project
      2. Enhancement or maintenance projects
      3. A COTS (commercial off-the-shelf software) project
      4. A reporting or data warehouse project
      5. A process improvement or re-engineering effort
      6. An infrastructure upgrade (getting a new e-mail or operating system)
    3. Planning around methodology and process characteristics
      1. An outsourced or off-shore development project
      2. Iterative style development methodology
      3. Agile style development process
    4. Group workshop: Discuss planning considerations for case study projects
  3. Project – Understanding the Project Characteristics
    1. Let’s get started – A checklist to assess the current state of the project and to help get started
    2. The Project Overview Worksheet – Is the project clearly defined?
      1. Business objectives
      2.  Problems/opportunities
      3. Requirements scope
      4. High-level business processes
    3. The Business Impact Worksheet – What is the relative importance of the project to the organization?
      1. Size (number of stakeholders, number of business processes involved, number of business rules)
      2. Importance (estimated cost, potential benefits, criticality of business area, level of key stakeholders)
      3. Risk analysis (project, business, technology)
    4. Enterprise analysis – Understanding how this project fits into the organization’s overall strategy
    5. Group workshop – Assess the project and score the business impact of a sample project
  4. People – Stakeholder Analysis and the Communication Plan
    1. Why plan for stakeholder interactions?
    2. Assess the project sponsor
    3. Identify both primary and secondary stakeholders
      1. Searching for all stakeholders, not just the obvious ones
      2. Understanding each stakeholder’s area of concern
      3. Documenting stakeholder’s needs
      4. Consider the characteristics of each stakeholder group
    4. Determine effective communication practices for each stakeholder group
      1. Is this group providing requirements, using requirements, or supporting the project work?
      2. Which elicitation technique(s) will be most effective?
      3. What requirement presentation format will be most comfortable for this group?
    5. The Stakeholder Analysis Worksheet
      1. When and where will communications with each stakeholder be most effective?
      2. What are the best communication techniques for each stakeholder?
    6. Group workshop – Identify and analyze the stakeholder groups for an example project and identify the appropriate communication techniques
  5. Process – Planning the Analysis Activities
    1. Plan the analysis activities
      1. Step one – Assess which requirements components are needed
      2. Step two – Determine which deliverables are needed using the Deliverable List Worksheet
      3. Step three – Develop an approach for creating each deliverable using the Deliverable List Worksheet
    2. Consult with organizational standards/methodologies for required deliverables
  6. Creating the Business Analysis Work Plan
    1. Step one – Create the business analysis task list
    2. Step two – Estimate analysis time
      1. Using historical and expert data to estimate
      2. Tracking actual time to estimate
    3. Step three – Finalize the business analysis work plan
    4. Group workshop – develop a task list of analysis and requirements activities for a sample project
    5. Intelligent negotiation skills
    6. Getting sign-off on the plan
    7. Base lining the plan and initiating change control
  7. Ongoing Requirements Management
    1. What is Requirements Management?
      1. Using a requirements repository
      2. Develop a requirements management plan
      3. Reusing existing requirements
      4. Reusing existing data
      5. Identifying requirements attributes
    2. Plan for requirements traceability
      1. Learn about traceability matrices and requirements links
      2. Understand the purpose of forward and backward traceability
      3. Determine which requirements should be “traced”
      4. Determine the appropriate approach for managing traceability
      5. Exercise: Perform impact analysis using traceability
  8. Course Summary
    1. Final thoughts
    2. Planning Worksheet Map
    3. Optional Exercises
  9. Appendix – Advanced Project Initiation Requirements (optional)
    1. Advanced project initiation requirements
      1. Learn techniques to identify strong project objectives
      2. Learn a technique to help subject matter experts scope a project with unclear boundaries
      3. Group workshop – scope an unclear project
  10. Appendix – Advanced Topics (optional)
    1. Developing a cost/benefit analysis for a business case
    2. Evaluating software applications for purchase (COTS)

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 450


3 days

Delivery Mode

Virtual, Face-to-Face


BA Certified

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