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Testing for the Business Analyst

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This 2-day course is designed to explain to Business Analysts the need for testing and teach them the concepts required to plan, manage, execute, and evaluate testing outcomes in a software environment. This course is based on the Guide to the Business Analysis Body of Knowledge® version 2.0.


Participants will gain practical skills to:

  • Understand the importance of testing to software development and how managing testing well increases the likelihood of project success.
  • Learn basic testing terms and the Testing Lifecycle.
  • Be able to describe the various testing types, methods and approaches to and describe when to apply each.
  • Study the relationships between the Project, Systems Development and Testing Lifecycles.
  • Examine the role of the BA in testing and the relationship between BA Knowledge Areas and testing.
  • Learn the various testing documents - Test Strategy, Test Plans, Use Cases, and Test Cases.
  • Investigate Test and Defect Management.



The Testing for the Business Analyst is appropriate for individuals who are:

  • Pursuing a career in Business Analysis
  • Business or Information Systems managers or staff who is new to business analysis.
  • Experienced Business Analysts requiring better understanding of the role, or desiring formal recognition through certification.
  • Project staff or managers currently combining the Business Analyst role with other duties.
  • Business staff or managers who are working in Business Analyst environments, needing to interact with project managers and business analysts.
  • Preparing to write the Certified Business Analysis Professional™ (CBAP®) and require a refresher on the concepts covered in the BABOK®.





You will receive a course binder containing copies of presentation slides, case studies, exercises, and suggested solutions.



  • Purpose of testing
  • Real life examples
  • Basic terms and definitions
  • The Quality Assurance Process
  • Traceability
  • Measurement
  • Configuration Management
  • Validation & Verification
  • Product Review & Inspection
  • Test Categories
  • Static vs. Dynamic
  • Functional and Non-functional


Testing Types & Timing

  • A Project Lifecycle
  • A Systems Development Lifecycle
  • A Testing Lifecycle and a V Model
  • The Project, Systems Development, and Testing Lifecycle Relationships
  • Test Phases, Types, Approaches, Categories, Special Cases
  • Phases: Unit, Integration, System, User Acceptance
  • Approaches: Glass Box / Black Box
  • Categories: Functional and Non-functional
  • Special Cases: Usability, Regression, Smoke, Acid, Release, Operational Readiness, Service Acceptance


Test Strategy, Planning & Management

  • Testing Documentation
  • The Test Strategy
  • Test Plans
  • Use Cases
  • Test Cases
  • Test Scripts
  • Test Tracking
  • Maintaining Traceability
  • Defect Management
  • Logs
  • Priorities
  • Test Reporting
  • Post Project Reporting
  • Strategy feedback
  • Lessons Learned


Testing Resources

  • Environments
  • Development, Testing, Staging, “Production Like”
  • People
  • QA Manager, Test Lead, Test Designer, Tester, Test System Administrator
  • Business Analyst
  • Solution Designer, Development Lead, Developer
  • Operations Staff
  • Client Representative, End User Testers


course info

Course ID: 3400
Course Level: Intermediate
Duration: 2 days

upcoming sessions

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PMI Talent TriangleThe following table provides the breakdown of the professional development units (PDUs) for this course aligned with the PMI Talent TriangleTM.

  Tech. Ldrshp. Strat. & Bus.
PMP 14 0 0
PgMP 14 0 0
PfMP 0 0 0
PMI-ACP 14 0 0
PMI-SP 0 0 0
PMI-RMP 0 0 0
PMI-PBA 14 0 0

The three columns in the table are Technical Project Management, Leadership, and Strategic & Business Management.

Other Credits

Other professional (re)certification credits are available, including:

  • Certified Business Analyst Professionals (CBAPs) earn 14 CDUs (Category 2B)
  • Certified Software Quality Engineers (CSQEs) earn 2 RUs
  • CIPS Information Systems Professionals (ISPs) earn 14 Learning Credits
  • CIPS Information Technology Certified Professional (ITCPs) earn 14 Learning Credits