Course description

Do you need to work out what should change, and why, before anyone builds anything? This course teaches the core skills of business analysis from the beginning: understanding a problem, working with the people involved, mapping processes, writing requirements and making the case for change, in plain English with every term explained.

You start with what a business analyst does and how to frame a problem properly. Then you learn to find and map the people involved, draw out information with interviews, workshops, observation and surveys, and map processes as they are and as they could be. The middle of the course is practical: writing requirements and user stories with acceptance criteria, prioritising with MoSCoW, and describing data and business rules. Later sections cover options appraisal and the business case, analysis in agile and planned projects, acceptance checks, traceability and making sure the benefits arrive.

There are 10 sections and 50 written lessons. Each lesson has a worked example, common slips, questions people often ask and a short exercise to try, and each section ends with a short quiz. You follow Jenifry, a contact centre team leader who becomes a business analyst at a made-up housing association in Rotherham, through a whole piece of work on how tenants report repairs, slips included. In the final lessons you build a mini analysis pack for a made-up leisure trust, with full worked answers. Every section has a practice pack with exercise sheets, answer keys and cheat sheets, plus templates, drawn process maps and diagrams, a glossary and spreadsheets for a requirements catalogue, a data dictionary, an options appraisal and a traceability matrix.


What you'll learn

  • What a business analyst does: what business analysis is and isn't, where the role sits beside project managers, product owners and change managers, the skills you'll use and your first weeks.
  • Understanding the problem: telling problems from symptoms and solution requests, writing a problem statement, the five whys, fishbone diagrams and describing the as-is situation.
  • Stakeholders: finding the people with a stake, the power and influence grid, RACI charts, planning engagement and handling hard situations.
  • Elicitation techniques: planning elicitation, interviews with a ready-made question bank, workshops, observation, document analysis, surveys and making sense of what you gather.
  • Process mapping: BPMN-style symbols, simple flowcharts, swimlane maps, mapping the as-is process and its pain points, and designing the to-be process.
  • Requirements: types of requirement, writing clear requirements, user stories with acceptance criteria, MoSCoW prioritisation and a requirements catalogue with change control.
  • Data and business rules: why data matters, simple data models in plain terms, business rules, a data dictionary, data quality, personal data and reports.
  • Options and the business case: finding genuine options, weighted options appraisal, costs and benefits with payback and a three-year view, risks, assumptions and dependencies, and writing the recommendation.
  • Working in agile and waterfall projects: planned and agile delivery, the analyst's part in each, hybrid projects, working with suppliers and choosing how much analysis to do.
  • Validating the solution and the final project: walkthroughs, acceptance checks with users, the traceability matrix, supporting change and benefits realisation, and a final project to build a full mini analysis pack, with worked answers.


Who it's for

Anyone starting out in business analysis or doing it as part of another role: team leaders, project and change team members, operations and service staff, and people moving into an analyst job. No technical background is needed; curiosity, listening and clear writing matter more. A spreadsheet app is optional.


What this course is, and isn't

This is an introduction to business analysis skills. It isn't a certificate course and doesn't award a qualification, and it isn't linked to BCS, The Chartered Institute for IT, or the International Institute of Business Analysis (IIBA), which are professional bodies with their own qualifications. Official points come from GOV.UK, BCS and IIBA pages read on 2 November 2026; they can change, so check before you rely on a detail. Tools are described by type, not by brand. Every organisation, person and figure in the examples is made up and labelled.

What will I learn?

  • Explain what a business analyst does and how the role works beside project managers, product owners and change managers
  • Write a clear problem statement and find root causes with the five whys and a fishbone diagram
  • Identify the people with a stake, place them on a power and influence grid, agree a RACI chart and plan engagement
  • Plan elicitation and run interviews, workshops, observation, document analysis and short surveys
  • Draw flowcharts and swimlane maps in BPMN-style notation, find pain points and design a to-be process
  • Write clear requirements and user stories with acceptance criteria, and prioritise them with MoSCoW
  • Describe data with a simple data model, business rules and a data dictionary
  • Appraise options, set out costs and benefits with payback and a three-year view, and write a business case
  • Adapt your analysis to agile, planned and hybrid projects and work well with suppliers
  • Validate a solution with walkthroughs, acceptance checks and a traceability matrix, and check that the benefits arrive

Requirements

  • No experience of business analysis is needed, and no technical background
  • A computer, tablet or phone with an internet connection and a way to open PDF files; a spreadsheet app is optional but helps
  • Paper, sticky notes or a whiteboard for sketching maps and diagrams, or any drawing tool you already have
  • A real piece of work to practise on helps, but every exercise can be done with the made-up examples

Frequently asked questions

Anyone starting out in business analysis or doing it as part of another role: team leaders, project and change team members, operations and service staff, and people moving into an analyst job. No technical background is needed.

No. It's an introduction to business analysis skills. It doesn't award a qualification and isn't linked to BCS, The Chartered Institute for IT, or the International Institute of Business Analysis (IIBA). Both are professional bodies with their own business analysis qualifications, so check their own websites for current details. Official points were read on GOV.UK and the BCS and IIBA websites on 2 November 2026 and can change.

No. Diagramming tools, spreadsheets, survey tools and other software are described by type, so you can use whatever your organisation already has. Every organisation, person and figure in the examples is made up.

No, but it helps. The practice packs include spreadsheets for a requirements catalogue, a data dictionary, an options appraisal and a traceability matrix that recalculate as you change them, and paper works too. Other Rootlet courses that fit alongside this one: Project Management for Beginners: Plan, Run and Deliver Projects with Confidence; Stakeholder Management: Influence, Communicate and Keep Projects on Track; Change Management for Beginners: Lead People Through Change at Work; Agile and Scrum for Beginners: Plan, Run and Improve Work in Short Sprints; Facilitation Skills: Run Workshops and Meetings That Get Results; Excel for Beginners: From Blank Sheet to Pivot Tables.

Yes. Every section has a practice pack with an exercise sheet, an answer key, a cheat sheet and worked examples, plus a glossary, templates, drawn process maps and diagrams, spreadsheets, checklists, an official points sheet and the final project brief, diagrams and worked answers.

You get lifetime access, including any lessons we add later.

Yes. You can ask for a refund within 14 days of buying if you've completed less than 30% of the course. Email support@rootlet.co.uk.
Business Analysis for Beginners: Requirements, Process Maps and Making the Case for Change

£34.99

Lectures

60

Quizzes

10

Skill level

Beginner

Expiry period

Lifetime

Certificate

Yes

✓ 14-day money-back guarantee if you have completed less than 30% of the course. Refund policy

✓ Secure card payment by Stripe

✓ Questions before you buy? support@rootlet.co.uk

Sold by Rootlet Academy Ltd, a UK company (no. 17529179).

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