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Tracy Borchert

This course provides clarity around the Project Manager, Business Analyst, and Project Sponsor roles and illustrates the importance of the relationship between these three individuals.

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This course provides clarity around the Project Manager, Business Analyst, and Project Sponsor roles and illustrates the importance of the relationship between these three individuals.

Project teams struggle when roles and responsibilities are not clearly defined. When you take the time to understand and appreciate some of the key members of a project team up front, you avoid confusion and unnecessary challenges. In this course, Working with Project Managers and Project Sponsors, you will gain the ability to clearly define project leadership roles. First, you will learn what a project, program, and portfolio are and how they fit into an organization’s goals and objectives. Next, you will discover the different responsibilities and expected deliverables for the Project Manager, Business Analyst, and Project Sponsor. Finally, you will explore how to strengthen the relationship between the three roles, helping to ensure project success. When you are finished with this course, you will have the skills and knowledge needed to work effectively with a Project Manager, Business Analyst, and Project Sponsor.

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What's inside

Syllabus

Course Overview
Defining Projects and Their Alignment with Organizational Goals and Objectives
Defining Team Roles within a Project
Defining the Business Analyst’s Role in a Project
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Defining the Project Sponsor’s Role in a Project
The Relationship between the Project Manager, Business Analyst, and Project Sponsor

Good to know

Know what's good
, what to watch for
, and possible dealbreakers
Provides an overview of the roles and responsibilities of project managers, business analysts, and project sponsors
Emphasizes the importance of collaboration and communication between these three roles
Helps learners understand the different deliverables and expectations for each role

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Activities

Be better prepared before your course. Deepen your understanding during and after it. Supplement your coursework and achieve mastery of the topics covered in Working with Project Managers and Project Sponsors with these activities:
Explore Agile Project Management Methodologies
Expand your knowledge of project management by exploring agile methodologies like Scrum and Kanban.
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Show steps
  • Watch videos or read articles on Agile principles and practices
  • Follow a simulated agile project to experience the process firsthand
Create Project Charters
Gain hands-on experience in defining project scope and objectives by creating your own project charters.
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Show steps
  • Identify a project idea and gather necessary information about the project’s purpose, scope, stakeholders, and deliverables.
  • Use a project charter template or follow best practices to outline the key elements of the charter.
  • Review and refine your charter, ensuring it clearly defines the project's objectives, success criteria, and constraints.
Compile a Repository of Project Management Tools
Enhance your project management toolkit by researching and compiling a list of useful software, templates, and resources.
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  • Explore online marketplaces and review websites for project management tools
  • Categorize and organize tools based on their functionality and purpose
Eight other activities
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Review PM/BA roles online
Supplement your course learning by browsing online articles and tutorials about these core project roles.
Show steps
  • Browse resources from Project Management Institute (PMI), International Institute of Business Analysis (IIBA), and Scrum Alliance.
  • Follow thought leaders in the industry such as Simon Sinek, Steven Denning, and Scott Berkun.
  • Join online forums and LinkedIn groups dedicated to project management and business analysis to engage with professionals in the field.
Role-play Project Team Scenarios
Practice effective communication and collaboration by engaging in role-playing exercises as different project roles.
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  • Form teams of 3-4 members, assigning each member a specific role (Project Manager, Business Analyst, Project Sponsor).
  • Develop scenarios that reflect common project challenges, such as scope changes, resource constraints, or stakeholder conflicts.
  • Role-play the scenarios, ensuring that each team member effectively fulfills their responsibilities.
  • Reflect on the experience and discuss lessons learned about communication, conflict resolution, and teamwork.
Define Project Roles and Responsibilities
Strengthen your understanding of the roles and responsibilities of the Project Manager, Business Analyst, and Project Sponsor.
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  • Complete online quizzes or exercises on project team roles
  • Analyze case studies of successful projects to identify effective role dynamics
Discuss Project Management Case Studies
Gain valuable insights and learn from the experiences of others by engaging in discussions on real-world project management cases.
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  • Join online forums or discussion groups dedicated to project management
  • Present your own project experiences or case studies for feedback
Map out a Project Lifecycle
Solidify your understanding of project phases and processes by visually representing a project lifecycle.
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Show steps
  • Identify the different phases of a project, such as initiation, planning, execution, monitoring and controlling, and closure.
  • Create a diagram or flowchart to illustrate the flow of activities within each phase.
  • Include key milestones, deliverables, and responsibilities for each phase.
  • Share your map with peers for feedback and iterate on your design.
Develop a Stakeholder Communication Plan
Apply your knowledge of project management and stakeholder analysis by creating a comprehensive communication plan.
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  • Identify key stakeholders and their communication preferences
  • Develop a communication strategy outlining message, frequency, and channels
  • Create a communication schedule and assign responsibilities
Blog about PM/BA Relationships
Deepen your understanding of the PM/BA relationship by writing a blog post that explores their roles, responsibilities, and effective collaboration strategies.
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  • Research different perspectives on the PM/BA relationship, drawing insights from industry articles, books, and case studies.
  • Develop an outline that covers the key aspects of the relationship, such as their complementary roles, communication channels, and potential challenges.
  • Write a well-structured and engaging blog post, ensuring it provides valuable insights and practical advice.
  • Share your blog post on relevant online platforms and engage with readers in the comments section.
Read 'The Effective Executive' by Peter Drucker
Gain valuable insights on effective leadership and decision-making from a renowned management expert.
Show steps
  • Read the book thoroughly and take notes on key concepts
  • Summarize and discuss the book's main takeaways with colleagues or peers

Career center

Learners who complete Working with Project Managers and Project Sponsors will develop knowledge and skills that may be useful to these careers:
Project Manager
Project Managers are responsible for planning, executing, and closing projects. They work with the Project Sponsor to define the project scope and objectives, and they work with the Business Analyst to elicit requirements and define solutions. This course provides a comprehensive overview of the project management process and the role of the Project Manager. It is recommended if you are seeking to become a Project Manager.
Program Manager
Program Managers are responsible for managing a group of related projects. They work with Project Managers to ensure that the projects are aligned with the organization's goals and objectives. This course may be helpful for Program Managers who are seeking to improve their understanding of the project management process and the role of the Project Sponsor.
Portfolio Manager
Portfolio Managers are responsible for managing a group of projects and programs. They work with Program Managers and Project Managers to ensure that the projects and programs are aligned with the organization's goals and objectives. This course may be helpful for Portfolio Managers who are seeking to improve their understanding of the project management process and the role of the Project Sponsor.
Business Analyst
A Business Analyst collaborates with stakeholders across the organization, which often includes a Business or Project Sponsor. Business Analysts are responsible for eliciting requirements, defining and validating solutions, and ensuring that the solutions meet the stakeholder's needs. This course helps build a foundation in the activities that Business Analysts perform. It is recommended if you are seeking to become a Business Analyst, especially in a technology-related field.
Product Manager
Product Managers work with Business Analysts, Project Managers, and Project Sponsors to define the vision and requirements for a product. They are responsible for ensuring that the product meets the needs of the users and the business. This course may be helpful for Product Managers who are seeking to improve their understanding of the project management process and the role of the Project Sponsor.
Operations Manager
Operations Managers work with stakeholders across the organization to manage operations. They work with Business Analysts to elicit requirements and define solutions. This course may be helpful for Operations Managers who are seeking to improve their understanding of the project management process and the role of the Project Sponsor.
Risk Manager
Risk Managers work with stakeholders across the organization to identify and mitigate risks. They work with Business Analysts to elicit requirements and define solutions. This course may be helpful for Risk Managers who are seeking to improve their understanding of the project management process and the role of the Project Sponsor.
IT Manager
IT Managers work with stakeholders across the organization to manage IT systems and services. They work with Business Analysts to elicit requirements and define solutions. This course may be helpful for IT Managers who are seeking to improve their understanding of the project management process and the role of the Project Sponsor.
Quality Assurance Analyst
Quality Assurance Analysts work with stakeholders across the organization to ensure that products and services meet quality standards. They work with Business Analysts to elicit requirements and define solutions. This course may be helpful for Quality Assurance Analysts who are seeking to improve their understanding of the project management process and the role of the Project Sponsor.
Business Process Analyst
Business Process Analysts work with stakeholders across the organization to identify and improve business processes. They work with Business Analysts to elicit requirements and define solutions. This course may be helpful for Business Process Analysts who are seeking to improve their understanding of the project management process and the role of the Project Sponsor.
Marketing Manager
Marketing Managers work with stakeholders across the organization to create and execute marketing campaigns. They work with Business Analysts to elicit requirements and define solutions. This course may be helpful for Marketing Managers who are seeking to improve their understanding of the project management process and the role of the Project Sponsor.
Sales Manager
Sales Managers work with stakeholders across the organization to sell products and services. They work with Business Analysts to elicit requirements and define solutions. This course may be helpful for Sales Managers who are seeking to improve their understanding of the project management process and the role of the Project Sponsor.
Data Analyst
Data Analysts work with stakeholders across the organization to collect, analyze, and interpret data. They work with Business Analysts to elicit requirements and define solutions. This course may be helpful for Data Analysts who are seeking to improve their understanding of the project management process and the role of the Project Sponsor.
Financial Analyst
Financial Analysts work with stakeholders across the organization to analyze financial data and make recommendations. They work with Business Analysts to elicit requirements and define solutions. This course may be helpful for Financial Analysts who are seeking to improve their understanding of the project management process and the role of the Project Sponsor.
Project Sponsor
Project Sponsors are responsible for providing the financial and political support for a project. They work with the Project Manager to define the project scope and objectives, and they work with the Business Analyst to elicit requirements and define solutions. This course provides a comprehensive overview of the role of the Project Sponsor. It is recommended if you are seeking to become a Project Sponsor.

Reading list

We've selected eight books that we think will supplement your learning. Use these to develop background knowledge, enrich your coursework, and gain a deeper understanding of the topics covered in Working with Project Managers and Project Sponsors.
Published by the Project Management Institute, the PMBOK Guide is the industry standard for project management. It provides a comprehensive overview of project management practices, including project initiation, planning, execution, monitoring, and closure. valuable resource for both project managers and project sponsors.
Provides a practical guide to building and managing a successful startup. It covers the principles of the Lean Startup methodology, which emphasizes the importance of customer feedback, iteration, and experimentation.
Explores the challenges that large organizations face in innovating. It provides a framework for understanding the innovation process and developing strategies for overcoming the obstacles to innovation.
Provides a practical guide to developing and implementing effective strategies. It covers the key elements of a good strategy, including clarity, focus, and alignment with organizational capabilities.
Provides a unique and engaging perspective on project management. It covers the challenges and rewards of project management, and it offers practical advice on how to manage projects effectively.
Provides a comprehensive overview of project management, with a focus on the systems approach. It covers the entire project management process, from project initiation to project closure.
Provides a fictionalized account of a project manager who is tasked with turning around a failing IT project. It offers practical advice on how to improve project management practices and deliver successful software projects.
Provides a comprehensive guide to the skills needed to be a successful project manager. It covers the technical, interpersonal, and strategic skills that are essential for project success.

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