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The Agile Guide to Business Analysis and Planning: From Strategic Plan to Continuous Value Delivery 1st Edition - Instructor Manual (Case Study Workshops with Solutions) by Howard Podeswa

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This comprehensive guide delivers a full series of case study workshops that guide you through agile business analysis and planning—from defining strategic goals to executing continuous value delivery. It begins with aligning business analysis activities to strategic planning, including stakeholder mapping, goal-setting, and enterprise visioning. The guide then dives into iterative planning techniques such as user story mapping, backlog refinement, value modeling, and release planning. Subsequent sections explore adaptive prioritization, continuous feedback loops, metrics for measuring value delivery, and tools for decision-making under uncertainty. Each case study workshop includes real-world scenarios, facilitation prompts, practical exercises, and reflection questions designed to help teams apply agile analysis principles in dynamic environments. Whether you’re a BA, product owner, or agile coach, this guide supports hands-on learning and sustainable value-driven strategy execution.

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Agile To Business Analysis And Planning
Course
Agile to Business Analysis and Planning

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The Agile Guide to Business Analysis and Planning: Case Study
ST

The Agile Guide
to
Business Analysis and Planning:
U

from Strategic Plan
VI
to Continuous Value Delivery
A _A

Case Study Workshops
PP

2021
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Copyright Ó 2021 by Noble Inc. All rights reserved.
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WWW.NOBLEINC.CA
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Copyright Ó 2021 by Noble Inc. All rights reserved.
Page 1 of 43

, The Agile Guide to Business Analysis and Planning: Case Study




N2N Case Study ..........................................................................................................................5
Background .............................................................................................................................5
ST
Workshops..................................................................................................................................6
Workshop 0 (Optional): Set BA Skills Baseline ........................................................................7
Background ..........................................................................................................................7
The Ask ................................................................................................................................7
Tips ......................................................................................................................................7
U
Workshop A: Cause-Effect Analysis .........................................................................................8
Textbook reference ..............................................................................................................8
Background ..........................................................................................................................8
VI
The Ask ................................................................................................................................8
Workshop B: Vision Statement ...............................................................................................9
Textbook reference ..............................................................................................................9
Background ..........................................................................................................................9
The Ask ................................................................................................................................9
A
Tips ......................................................................................................................................9
Workshop C: Identify Stakeholders .......................................................................................10
Textbook reference ............................................................................................................ 10
_A
The Ask ..............................................................................................................................10
Tips .................................................................................................................................... 10
Workshop D: Craft Objectives ...............................................................................................11
Textbook reference ............................................................................................................ 11
The Ask ..............................................................................................................................11
PP
Tips .................................................................................................................................... 11
Workshop E: Identify Hypotheses and Metrics .....................................................................12
Textbook reference ............................................................................................................ 12
The Ask ..............................................................................................................................12
Tips .................................................................................................................................... 12
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Workshop F: Seed the Product Backlog .................................................................................13
Textbook reference ............................................................................................................ 13
Background ........................................................................................................................13
The Ask ..............................................................................................................................13
Tips .................................................................................................................................... 13
Workshop G: Create a Long-term Product Roadmap.............................................................14
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Textbook reference ............................................................................................................ 14
Background ........................................................................................................................14
The Ask ..............................................................................................................................14
Tips .................................................................................................................................... 14
Workshop H: Personas ..........................................................................................................15
D
Textbook reference ............................................................................................................ 15
Background ........................................................................................................................15
The Ask ..............................................................................................................................15
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Workshop I: Feature Preparation – Analyze Business Process ..............................................16
Textbook reference ............................................................................................................ 16
The Ask ..............................................................................................................................16

Copyright Ó 2021 by Noble Inc. All rights reserved.
Page 2 of 43

, The Agile Guide to Business Analysis and Planning: Case Study


Workshop J: User Role-Modeling Workshop .........................................................................17
Textbook reference ............................................................................................................ 17
The Ask ..............................................................................................................................17
Tips .................................................................................................................................... 17
Workshop K: Specify MVP .....................................................................................................18
ST
Textbook reference ............................................................................................................ 18
The Ask ..............................................................................................................................18
Tips .................................................................................................................................... 18
Workshop L: Create Story Map Backbone .............................................................................19
Textbook reference ............................................................................................................ 19
U
Background ........................................................................................................................19
The Ask ..............................................................................................................................19
Tips .................................................................................................................................... 19
VI
Workshop M: Specify Stories for an MVP..............................................................................20
Textbook reference ............................................................................................................ 20
The Ask ..............................................................................................................................20
Tips .................................................................................................................................... 20
A
Workshop N: Specify Story Acceptance Criteria ....................................................................21
Textbook reference ............................................................................................................ 21
The Ask ..............................................................................................................................21
_A
Tips .................................................................................................................................... 21
Connextra User-Story Template ............................................................................... 21
Gherkin Template .................................................................................................... 21
Workshop O: Story Splitting ..................................................................................................22
Textbook reference ............................................................................................................ 22
PP
The Ask ..............................................................................................................................22
Workshop P: Complete the Story Map ..................................................................................22
Textbook reference ............................................................................................................ 22
The Ask ..............................................................................................................................22
Workshop Q: Forecast What Will Be Accomplished ..............................................................23
RO
Textbook reference ............................................................................................................ 23
Background ........................................................................................................................23
The Ask ..............................................................................................................................23
Tips .................................................................................................................................... 23
Workshop R: Facilitate a Retrospective.................................................................................24
Textbook reference ............................................................................................................ 24
VE
The Ask ..............................................................................................................................24
Tips .................................................................................................................................... 24
Solutions to Workshops............................................................................................................25
Solution - Workshop A: Cause-Effect Analysis .......................................................................26
Deliverable 1: Cause-Effect Diagram ................................................................................... 26
D
Deliverable 2: List of Root Causes .......................................................................................26
Solution - Workshop B: Vision Statement .............................................................................27
Deliverable 1: Vision Statement ..........................................................................................27
?
Solution - Workshop C: Identify Stakeholders .......................................................................28
Deliverable 1: Impact and Influence Matrix ........................................................................ 28
Deliverable 2: Communication Recommendations..............................................................28


Copyright Ó 2021 by Noble Inc. All rights reserved.
Page 3 of 43

, The Agile Guide to Business Analysis and Planning: Case Study


Solution - Workshop D: Craft Objectives ...............................................................................30
Deliverable 1: Objectives .................................................................................................... 30
Solution - Workshop E: Identify Hypotheses and Metrics .....................................................31
Deliverable 1: Hypotheses and Metrics ............................................................................... 31
Solution - Workshop F: Seed the Product Backlog.................................................................32
ST
Deliverable 1: Initial list of features (sequenced and roughly estimated).............................32
Deliverable 2: Constraints and NFRs ................................................................................... 32
Solution - Workshop G: Create a Long-term Product Roadmap ............................................33
Deliverable 1: Long-term Product Roadmap ....................................................................... 33
Solution - Workshop H: Personas ..........................................................................................34
U
Deliverable 1: Personas ...................................................................................................... 34
Solution Workshop I - Feature Preparation: Analyze Business Process .................................35
Deliverable 1: Workflow Model ..........................................................................................35
VI
Solution Workshop J – User Role-Modeling Workshop .........................................................36
Deliverable 1: User Roles and Off-stage Stakeholders .........................................................36
Off-stage Stakeholders .............................................................................................36
Solution Workshop K – Specify MVP .....................................................................................37
A
Solution Workshop L – Create Story Map Backbone .............................................................38
Deliverable 1: Story Map Backbone .................................................................................... 38
Solution - Workshop M: Specify Stories for an MVP .............................................................39
_A
Deliverable 1: Story Map with MVP .................................................................................... 39
Solution - Workshop N: Specify Story Acceptance Criteria ....................................................40
Deliverable 1: Story Acceptance Criteria ............................................................................. 40
Solution - Workshop O: Story Splitting..................................................................................41
Deliverable 1: Split Stories .................................................................................................. 41
PP
Solution - Workshop P: Complete the Story map ..................................................................42
Deliverable 1: Completed Story Map .................................................................................. 42
Solution - Workshop Q: Forecast What Will Be Accomplished ..............................................43
Deliverable 1: Estimated Stories for the Upcoming Iteration. .............................................. 43
Solution - Workshop R: Facilitate a Retrospective.................................................................43
RO
Deliverable 1: Sailboat and/or Circles and Soup Artifacts .................................................... 43
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Copyright Ó 2021 by Noble Inc. All rights reserved.
Page 4 of 43

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