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Plan the Project as a Business Analyst - IIBA Endorsed (Udemy.com)

Increase your value as a Business Analyst by learning how to plan projects successfully without a Project Manager

Created by: Jeremy Aschenbrenner

Last updated July 2023

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What you will 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

How it compares

Against the other 1,210 rated Udemy courses in Business on CourseDuck:

  • Rating4.5 out of 5higher than 46% of them
  • Reviews3,631#204 of 1,211 by number of reviews
  • Length5.3 hourslonger than 72% of them
  • Last updatedJuly 2023earlier than 78% of them

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Course Description

Looking to get ECBA®, CCBA®, or CBAP® certified or recertified? - This course qualifies for 5 PD Hours/CDUs!

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 SUCCESS

The 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.


Why do organizations tend to still execute projects without a plan?

The common reasons given are:

1. We don’t have time to plan

2. Plans only cause constraints and restrict our team

3. Things change too much to plan for them

And 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 effectively

2. 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 them

3. Allow you to predict changes and possibilities – leaving you in a position to respond to stumbling blocks effectively and spend less time fighting fires


Let’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.” - Saul


By 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 Project

  1. Initiate the Project Plan - Learn how to identify and engage with stakeholders, create a Project Charter, and conduct an official kick-off meeting

  2. Create 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.

  3. 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.

  4. 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.

  5. 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

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Instructor Details

Jeremy Aschenbrenner

Come learn with more than 750,000 students from around the world!

Hello! My name is Jeremy Aschenbrenner, but many know me better as The BA Guide, and I'm happy you are here.

I’m a veteran Business Analyst with thousands of projects completed throughout my career. I've managed business analysis projects for companies in diverse industries including health care, telecom, automotive, transportation, consumer packaged goods, car rental agency, food and beverage, financial services, consulting, and more.

Through personal experience, I quickly learned that business analysis can be confusing and even intimidating. There’s endless business jargon, technical terms, techniques, and methodologies to learn, and countless visual diagrams, artifacts, elicitation sessions, interfaces, and KPIs to wrap your head around. I’ve been there and learned all of that. Many years ago, I also learned a valuable lesson about myself: I really enjoy teaching others. This was the inspiration for The BA Guide.

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Reviews

4.5

3,631 ratings on Udemy

Select a bar to show only those reviews.Select the bar again to show every rating.

By Sandy Mora on 2/13/2026

The instructor explain with enough detail each phase for craft every document/artifact needed, and give us some advices to get success when we have to do it. His course has order, examples, excellent information that makes you want to continue learning about other phases.

By Juan Isaac Casbis Bispango on 5/15/2025

Curso ameno y excelente material, quizás lo que falte es un poco de animación en las presentaciones que guie lo que el instructor está explicando con el tema en la presentación.

By Frederike Oudenampsen on 5/22/2024

Ben buitengewoon enthousiast over de trainingen die Jeremy aanbiedt. Ook deze. Zorgvuldig samengesteld, volledig, foutloos, hoge informatiedichtheid, theorie, praktijk, eigen ervaringen, plezierig verteld, relevante onderwerpen en ga zo maar door!

By Deepika Jain on 2/17/2022

It was very informative and helpful. Specially the templates shared during the course seems very effective. Will surely looking forward to start such practices in my Project Plan. Thanks for sharing your valuable knowledge with us.

By Stanislava Berberova on 12/16/2020

The course exceeded my expectations! I was very pleased with the practical and concise explanation of what exactly you are expected to do in every phase of the planning process. They even provide you with templates and examples of the documentation that supports all related activities which makes it extremely easy to start applying the new skills you learned right away.

By Aditya Kulkarni on 4/25/2020

The information shared is tremendous and very useful, however for me the flow of the lectures is a bit confusing. I would suggest the various parts of the lecture series to be arranged in a manner in which they shall fold out in real life. I don't know how useful this comment is but please let me know if my suggestion is not clear

By Kingsley Dougherty on 3/29/2020

Whether you are a Project Manager or a Business Analyst the course the course was excellent from start to finish. The detail was well presented and without fluff. I will probably retake it in the near future as a refresher.

By Yogesh Mhatre on 8/1/2019

Hi. It's good that you have provided the templates wherever applicable. Overall good experience with my first course in Udemy and a lot of things got cleared. Thanks!

By Yury Mechkovsky on 4/24/2019

This course is quite unusual. No any word was said about "Critical path". But 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 of course users stories and Agile approach were quite new for me, but Jeremy explained them very well.

By Suk Yee Wong on 2/24/2019

The course is finally picking up. The first several chapters set the stage but for people who have work experience but want to find out more it dragged on until the chapter on the Queensland project and the discussion explaining differences between predictive vs adaptive methodology

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Overall Score : 90 / 100