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Planning and Estimating (Virtual - Online)

business analysis planning and estimating

This class will earn 14 Professional Development hours that can be used towards meeting your PMI and IIBA certifications. This is an instructor-led interactive class.


This 2-day course is appropriate for anyone that needs to learn how to plan and estimate their Business Analysis efforts to support high-quality Business Analysis work. Participants will learn and practice scoping the solution, identifying and analyzing stakeholders, estimating the Business Analysis work to be done.


Our goal at Bob the BA is to help you think, learn and work differently so you can make an impact back on the job. If you always do what you have always done, you will end up right where you were before you were trained right?  So at Bob the BA we take a different approach because we know we learn best by doing and not through lecture. Our courses are always hands-on, practicing through exercises, activities, facilitated discussions, case studies, role play, workshops, printed materials and presentations.

Who Should Take This Course?

Anyone that is interested in a career in Business Analysis, wants foundational training planning and estimating their Business Analysis work.

Course Length



  • Understand project vs. product (solution) scope
  • Document product (solution) scope in support of planning and estimating your Business Analysis work
  • Identify, analyze and manage stakeholders
  • Understand common Business Analysis approaches
  • Learn different approaches to estimating your Business Analysis work
  • Learn to communicate and manage your requirements work plan

Course Topics

  • Project vs. product (solution) scope
  • Documenting product (solution) scope as the input to your planning efforts
  • Key planning concepts for analyzing Business Analysis work
  • Understanding gap analysis
  • How to identify, analyze and manage stakeholders using various stakeholder analysis models (classic - RACI, Onion, and others to modern - empathy maps)
  • Predictive (Waterfall, Incremental) and Adaptive (Agile) approaches to planning Business Analysis work
  • How to plan the work and work the plan
  • How to develop the approach to your plan
  • Understanding complexity and impacts for your plan
  • How to choose techniques for your plan
  • How to choose activities and deliverables for your plan
  • How to communicate your plan
  • Understand various estimation techniques
  • Review examples of requirements work plans
  • Understand how the requirements work plan fits into the overall project plan
  • Understand additional change management needs of the plan

2-Day Class
10% discount for 3 or more attendees on the same registration