Agile Fundamentals
  • Agile Alliance
  • Business Relationship Management Professional
  • Scrum Alliance
This class gave me a good understanding of how Agile requirements are gathered and used. - (Dean Volk, Carver County Workforce Services)

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General Information

Length and Learning Modes: In-person classes – 3 days / Virtual (Live online) and Anytime Learning – 5 sessions

This three day comprehensive course builds your knowledge and skills in the agile approach to projects. You will learn about the role of the project manager, product owner, and business analyst on agile projects, and how to write user stories, which are the most common method of representing requirements.  You will learn techniques for building and managing a Product Backlog of user stories, and techniques for estimating and prioritizing requirements for releases and iterations.

You will learn the conditions of success for agile methods, how to scale the agile approach for large teams, and how to adapt your current business analysis methods to become more agile. 

The agile method Scrum will be used as a reference method during the course, but the techniques described also apply to other agile methods.

You will apply what you learn in a series of hands-on activities using a realistic case study that takes you through the agile requirements process, with example solutions.

This course can also be taught on-site for a project team. The team’s project can be used as the basis for the course activities, resulting in the creation of key artifacts, such as the Product Backlog, the selection and prioritization of themes and stories for releases and iterations, and release and iteration plans.



Skill Level: Basic

This course is valuable for all agile team members: project managers, business analysts, Product Owners, customer, users, Scrum Masters or project coaches, testers, developers and architects – anyone who is involved in agile projects.

Development Units:
PDUs: 21
CDUs: 21
SEUs: 21
CEUs: 2.1

To help assimilate the tools and techniques learned, there is a mixture of group and team exercises throughout the course. The use of a realistic case study will help reinforce concepts learned. Students will need to be prepared for a high level of participation. Each participant will receive a comprehensive student guide complete with examples and workshop solutions.



Agile Basics

  • Agile and lean values and principles
  • Contrasting agile and waterfall methods
  • Agile roles and responsibilities
  • The agile business analyst
  • The agile project manager
  • The agile team environment
  • Defining to delivering: agile requirements and planning processes
  • Iteration Zero activities
  • Defining the vision
  • Activity: Define the vision

Defining Agile Requirements

  • Identifying user roles
  • Creating personas
  • Activity: Identify user roles and create a persona
  • Creating the Product Backlog
    • User story components: The 3 C’s
    • Guidelines for writing user stories
    • Story writing workshops
    • Creating low-fidelity prototypes to elicit user stories
    • Activity: Story writing workshop
    • Deriving user stories from epics
    • Identifying story “smells” to avoid
  • Defining nonfunctional requirements and business rules
  • Activity: Define nonfunctional requirements and business rules using an agile approach
  • Business analysis activities
    • Characteristics of an effective customer representative
    • Using user proxies
    • Agile modeling
    • Creating requirements runway during iterations
    • Just-in-time requirements elaboration
    • Agile use cases
    • Activity: Write an agile use case
  • Writing acceptance tests for user stories
    • Activity: Writing acceptance tests
  • Managing user stories with agile tools
  • Requirements traceability in agile projects

Analyzing and Prioritizing Customer Needs

  • Levels of planning in agile
  • Creating a product roadmap
  • Prioritizing for releases
    • Prioritizing themes for releases
    • Financial prioritization techniques
    • Using the Kano model to prioritize desirability
    • Using user story mapping to identify key functionality
    • Activity: User story mapping
    • Using the MoSCoW rules to prioritize user stories within the release backlog
    • Activity: Prioritize user stories

Planning Releases and Iterations

  • Estimating user stories
    • Story points and ideal days
    • Estimating with Planning Poker
    • Activity: Estimate user stories with Planning Poker
  • Planning releases
    • Forecasting velocity
    • Selecting an iteration length
    • Creating a release plan
    • Activity: Create a release plan
  • Planning iterations
    • Decomposing stories into tasks
    • Estimating tasks
    • Creating an iteration plan on the Team Board
    • Activity: Create an iteration plan

Conducting Iterations

  • Activities during iterations
    • The daily stand-up meeting
    • Updating the Team Board
    • Using burndown charts to track progress
    • Activity: Simulate a daily stand-up
    • The iteration review meeting
    • Managing changes to the project backlog
  • Defining “done on agile projects
  • Negotiating changes during an iteration
    • Techniques for splitting user stories
    • Guidelines for re-estimating
    • Growing stories iteratively over iterations
    • Activity: Negotiate changes in story size
  • Agile technical practices
  • Releasing software into production

Adapting and Scaling Agile

  • Adapting agile methods
  • Conditions for success for implementing agile methods
  • Motivations for implementing agile methods
  • Self-organizing teams
    • Characteristics of effective self-organizing teams
    • Establishing ground rules
    • Activity: Team self-assessment
  • Scaling agile methods
    • Methods used to scale agile methods for larger teams
    • Communication considerations for agile teams
  • Agile retrospectives
    • Course summary
    • Activity: Course retrospective

Watermark Learning constantly improves its course offerings to ensure the best training possible and to keep you abreast of the latest industry trends. As a result, this outline is subject to change.

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