Specialised Track · Business Analysis

Bring AI into every stage of business analysis.

A two-day, hands-on programme for business analysts, product owners and requirements engineers. Apply AI to requirements elicitation, specification, process and data modelling, stakeholder communication and insight generation, then build and evaluate a requirements agent in a pre-configured lab. Every delegate leaves with a working requirements agent, a business analysis prompt library and a ninety-day plan for their role.

2 days 12 modules 60%+ hands-on Codespaces lab included STOA certified
Daniel Sto
Why this programme exists
"Duplicates, conflicts, vague asks. Sorting the backlog is an agent waiting to be built. Putting the hard question to the stakeholder is still the analyst's job."
Daniel Sto · Director of Faculty, STOA Institute
Duration
2 days
Format
Live online or on site
Next open date
Private cohorts
Fee
On request
per delegate
For teams
Private cohort from 8 delegates
Schedule a TNA call
Programme overview

Built around the business analysis lifecycle, from elicitation to insight.

This two-day programme is built for business analysts and the product, requirements and delivery professionals who work on the same change. Business analysis produces the written record of that change: interview notes, requirement lists, user stories, process maps, data models, business cases and the summaries that keep stakeholders aligned. Generative AI drafts, structures, compares and summarises that record well, and an AI agent goes one step further: given a goal, it reads a raw backlog, applies the analysis rules, flags duplicates, conflicts and ambiguity, drafts the first user stories and hands the result to the analyst for review. The decisions that follow sit with the analyst: which work is handed over, under which rules, and on what evidence the result can be trusted in front of a stakeholder.

Day one establishes how generative AI works, takes every participant through structured prompting on their own analysis tasks, and applies AI across the business analysis lifecycle: elicitation and stakeholder communication, requirements specification and process documentation, and data modelling, analysis and insight generation. Day two moves from assistants to agents. Participants design and build a requirements analysis and user story agent on a customer portal backlog carrying realistic ambiguity and planted edge cases, instrument it and read its traces, metrics and costs, then set the rules under which AI-assisted analysis is acceptable in their organisation. The ninety-day plan closes the programme.

Every lab runs in a pre-configured cloud environment opened from a browser, with no software to install. Participants choose a visual build track or a coding-agent track, and each lab is verified against fixed acceptance criteria. Participants leave with a working requirements agent, a business analysis prompt library, an evidence pack of traces and metrics, governance starting points for AI in analysis work, and a ninety-day plan for their role. The programme finishes on where the field is heading: agentic AI, where an agent is given an analysis goal and plans and executes the work under the analyst's supervision, with context engineering, loop and graph engineering, agentic retrieval-augmented generation, the Model Context Protocol and multi-agent patterns.

Who should attend

This programme is designed for business analysis, product and delivery professionals across all industries:

  • Business Analysts and Senior Business Analysts
  • Lead Business Analysts and Business Analysis Practice Leads
  • Product Owners and Product Managers
  • Requirements Engineers and Systems Analysts
  • Process Analysts and Business Process Improvement Specialists
  • Data Analysts and Reporting Analysts
  • Functional Consultants and Solution Analysts (ERP, CRM)
  • Project Managers, Scrum Masters and Delivery Leads
  • Heads of Business Analysis, PMO and Business Excellence

Learning outcomes

By the end of this programme, participants will be able to:

  • Explain how generative AI works and where its output needs verification
  • Apply the C.L.E.A.R. framework and K-shot prompting to business analysis work
  • Map AI across the business analysis lifecycle, from elicitation to insight
  • Turn stakeholder interviews and workshops into structured requirements
  • Draft user stories, acceptance criteria and specification documents with AI
  • Produce process maps and data models from written descriptions
  • Analyse business data and write management summaries with AI
  • Design a requirements agent's goal, inputs, outputs and guardrails
  • Build a working requirements analysis and user story agent
  • Evaluate an agent's traces, metrics, costs and failure modes
  • Apply governance controls to AI-assisted analysis work
  • Build a ninety-day AI plan for their role
Programme outline

Twelve modules. Two days. One working requirements agent.

Each module follows the TEA™ framework, twenty percent theory, twenty percent examples, sixty percent hands-on application on your own analysis work. Day one applies AI across the business analysis lifecycle; day two builds, evaluates and governs a requirements agent.

Day 1: Generative AI Across the Business Analysis Lifecycle

01
Day 1 · Module

Generative AI Essentials for Business Analysts

  • What is generative AI?
  • Large language models and chat assistants (ChatGPT, Claude, Microsoft Copilot, Gemini)
  • Tokens, context windows and memory
  • Chat models and reasoning models
  • Hallucination and non-determinism
  • Verification of AI output
  • Public and enterprise AI tools and data boundaries
Live walkthrough the calculator test
02
Day 1 · Module

Prompting for Analysis Work

  • The C.L.E.A.R. prompt engineering framework
  • K-shot prompting (zero-shot, one-shot, few-shot, multi-shot)
  • Chain-of-thought prompts
  • Persona, audience and register instructions (business, technical, executive)
  • Structured outputs (requirement tables, user stories, RACI charts, decision logs)
  • Common prompting errors in analysis work
  • The business analysis prompt library and reusable agent skills
Hands-on exercise applying C.L.E.A.R. to participants' own analysis tasks
03
Day 1 · Module

AI Across the Business Analysis Lifecycle

  • The business analysis lifecycle (elicitation, analysis, specification, modelling, validation, communication)
  • Business analysis standards and bodies of knowledge (IIBA BABOK Guide, PMI Guide to Business Analysis, BCS Business Analysis)
  • AI in agile and waterfall delivery (backlog refinement, sprint reviews, stage gates)
  • Deterministic and probabilistic work in analysis
  • Scripts, agents and human-only work
  • High-value work types (summarisation, extraction, classification, comparison, drafting, modelling)
  • Where the analyst stays in each workflow
  • The evolving business analyst role and hybrid roles
Gamified task sorting business analysis tasks into scripts, agents and human-only work
04
Day 1 · Module

Requirements Elicitation and Stakeholder Communication

  • Elicitation techniques and AI support (interviews, workshops, observation, document analysis, surveys)
  • Interview preparation and question banks
  • Transcripts and workshop notes into candidate requirements
  • AI note-takers and meeting transcription (Microsoft Teams, Zoom)
  • Stakeholder analysis, RACI and communication plans
  • Minutes to actions and decision logs
  • Summaries for business, technical and executive audiences
  • Presentations and briefing packs from working documents
Hands-on exercise turning a stakeholder interview transcript into a candidate requirements list and a stakeholder summary
05
Day 1 · Module

Requirements Specification and Process Documentation

  • Functional and non-functional requirements
  • Requirement quality (clear, measurable, testable, traceable)
  • Duplicates, conflicts and ambiguity in a backlog
  • User stories, acceptance criteria and the INVEST criteria
  • Given-When-Then scenarios (Gherkin)
  • Business requirements documents, functional specifications and use cases
  • The requirements traceability matrix
  • Process mapping and vibe flowcharting:
    • As-is and to-be process maps
    • BPMN, swimlanes and flowcharts from written descriptions
    • Diagram-as-code tools (Mermaid, PlantUML) and drawing tools (draw.io, Lucidchart, Miro)
    • Standard operating procedures and work instructions
  • Gap analysis and change impact
Hands-on exercise vibe flowcharting a process from participants' own work and drafting its first user stories
06
Day 1 · Module

Data Modelling, Analysis and Insight Generation

  • Conceptual, logical and physical data models
  • Entity relationship diagrams and data dictionaries from business descriptions
  • Data flow diagrams and system context diagrams
  • Data profiling and data quality checks on spreadsheet exports
  • Analysis features inside AI tools (ChatGPT, Claude, Microsoft Copilot in Excel)
  • Descriptive statistics, trends and segmentation
  • Charts, dashboards and management reporting
  • Deep research and source verification
  • Findings into business cases, options papers and decision memos
Individual and pair work interrogating a sample sales dataset and producing a management summary

Day 2: Building, Evaluating and Governing a Requirements Agent

07
Day 2 · Module

AI Agents for Business Analysis

  • What is an AI agent?
  • Agents, assistants and workflow automation
  • The agent loop (goal, observe, reason, act, evaluate, repeat)
  • Levels of autonomy and human-in-the-loop
  • The build spectrum (no-code, low-code, full-code)
  • Visual agent builders and coding agents (n8n, LangFlow, Claude Code)
  • AI features inside delivery tools (Jira, Confluence, Azure DevOps, Miro)
  • Agent candidates across the analysis lifecycle (backlog triage, document comparison, traceability checks, status reporting)
Live demonstration an agent completing a multi-step business analysis task end to end
08
Day 2 · Module

Designing the Requirements Agent

  • Mapping a real process to the agent loop
  • The agent design brief (goal, inputs, tools, outputs, guardrails, success criteria)
  • The customer portal requirements case (four stakeholders, one raw backlog)
  • Analysis rules:
    • Functional and non-functional classification
    • Flags (DUPLICATE, CONFLICT, AMBIGUOUS, OK)
    • Counterpart references and missing-information notes
  • User story generation and testable acceptance criteria
  • Output files and formats (analysis table, user story document)
  • The stakeholder question for an unresolved conflict
Individual and pair work mapping the requirements process to the agent loop and writing the agent design brief
09
Day 2 · Module

Building the Requirements Agent

  • The lab environment (GitHub Codespaces, browser-based, pre-configured)
  • The two build tracks (visual canvas, coding agent)
  • Natural-language build instructions and reading what the agent wrote
  • Iterating against the acceptance criteria
  • Planted edge cases (duplicates, contradictions, vague asks)
  • Automated checking of results and the definition of done
  • Analyst review of the drafted user stories
Lab building the requirements analysis and user story agent end to end
10
Day 2 · Module

Monitoring and Evaluating the Agent

  • Observability for AI agents (LangSmith)
  • Traces and their contents (context, prompt, model response, tokens, latency, cost)
  • The metrics baseline
  • Failure-mode probes and abstention on missing information
  • Optimisation levers (instructions, context size, model choice)
  • Measured before-and-after comparison
  • The Agent Health Check measures:
    • Groundedness and source citation
    • Classification and escalation behaviour
    • Hallucination and omission rates
    • Sensitive-data leakage
    • Cost, latency and reliability
Lab instrumenting the requirements agent, recording the baseline and running a failure-mode probe
11
Day 2 · Module

Governance, Responsible Use and Emerging Methods

  • Confidentiality of stakeholder, customer and project data
  • Intellectual property and third-party material in AI tools
  • Bias in requirements and the analyst's review
  • Traceability of AI-assisted analysis to its sources
  • Disclosure of AI use to stakeholders and delivery teams
  • Acceptable-use policy and the agent register
  • The regulatory and standards direction (EU AI Act, ISO/IEC 42001, NIST AI Risk Management Framework)
  • Emerging methods:
    • Context engineering
    • Loop engineering and graph engineering
    • Agentic retrieval-augmented generation (RAG)
    • Model Context Protocol (MCP)
    • Multi-agent patterns (planner and executor, critic and reviewer)
    • Computer use and browser agents
Controlled group discussion the rules for AI-assisted analysis in participants' organisations
12
Day 2 · Module

Capstone: Personal Action Plans

  • The business analysis AI use-case portfolio
  • Value, feasibility and risk assessment
  • The pilot definition for the requirements agent (scope, owner, success criteria, review points)
  • The personal prompt library and agent skills to maintain
  • Team readiness and capability building
  • The ninety-day plan (next steps, priority use case, timeline, owners)
Personal action planning each participant's ninety-day AI plan for their role
Day 2 · Course closing

Course closing

  • Course debrief and key takeaways
  • Final Q&A
  • Official closing ceremony and award of certificates
  • Group photo
Our training methodology

Three frameworks behind every programme.

Whatever programme you choose, it follows three proven instructional frameworks, from design to delivery to evaluation.

Delivery

TEA™ Delivery Framework

  • T Theory, core concepts & frameworks
  • E Examples, live demos & case studies
  • A Application, hands-on exercises & practice

Our signature approach structures every module into three phases for maximum retention and practical application.

Design

ADDIE Instructional Design

  • A Analyse, assess learner needs
  • D Design, structure the learning path
  • D Develop, build materials & activities
  • I Implement, deliver the programme
  • E Evaluate, measure outcomes & refine

The industry-standard model for course design and learning alignment.

Evaluation

Kirkpatrick Model

  • L1 Reaction, participant satisfaction
  • L2 Learning, knowledge & skills gained
  • L3 Behaviour, on-the-job application
  • L4 Results, business impact & ROI

The globally recognised four-level framework for measuring training effectiveness, from initial reaction to long-lasting post-training effects.

Upcoming sessions

Choose your date.

Private cohorts for business analysis and delivery teams, live online or on site. Schedule a TNA call and receive a custom proposal within 48 hours.

Date
Format
Duration
Price
Private cohorts run on request.
Live virtual or On-site
1/2 to 5 days
Custom
What every participant gets

You keep everything.

No vendor lock-in, no paywalled materials. Every delegate leaves with the working files, the templates, and the post-programme support to actually use them.

Personal prompt library

8 – 12 tested prompts built during the session on your actual work scenarios.

Templates & dashboards

Dashboards, workflow templates, and evaluation frameworks ready to use.

Learning materials

Full soft copy of all session materials, handouts, and reference guides.

STOA certificate

Certificate of Completion plus a guided pathway to the Google AI certificate.

30-day support

Post-programme Q&A availability and implementation guidance.

Lifetime updates

Access to updated prompt libraries and resources as AI tools evolve.

Delivery options

Choose how your team learns.

In-Person

Instructor-led on-site

Delivered at your offices or venue. Maximum engagement for teams of 8 – 25 participants. All exercises use your team's actual work scenarios.

Live Online

Virtual instructor-led

Real-time delivery via Zoom, Meet, or Teams. Interactive breakout rooms, same content depth as in-person. Ideal for distributed teams.

Hybrid

Blended approach

Combine in-person and virtual sessions. Flexible scheduling across time zones. Pre-work materials and follow-up resources included.

Training catalogue

104 courses in nine families, overview level, methodology up front.

Download the catalogue
Ready to build

Give your business analysts a working agent and the method behind it.

Book a private programme for your analysis and delivery teams. Custom proposal within 48 hours. Delivery live online or on site.