BA L1: 'Customer Discovery' — 10-Step Training Plan

Each training step below is an example of our actual training plan.

1. Introduction to Customer Discovery MethodologyTBD
   Overview of the Customer Discovery framework, key terms, and how it fits into the Agile product development cycle.
2. Stakeholder Identification & MappingTBD
   Identify all internal and external stakeholders. Create a stakeholder map and define roles and communication priorities.
3. Problem Statement FormulationTBD
   Define the core problem or opportunity. Practice writing clear, measurable problem statements using the 5W+H framework.
4. Customer Interview PreparationTBD
   Develop structured interview guides. Learn open-ended question techniques to uncover real customer pain points.
5. Conducting Customer Discovery InterviewsTBD
   Practical exercises in conducting live or simulated customer interviews. Focus on active listening and note-taking.
6. Data Collection & SynthesisTBD
   Organize and categorize interview findings. Introduction to affinity mapping and insight clustering techniques.
7. Persona DevelopmentTBD
   Build data-driven customer personas from discovery findings. Learn persona templates and how to apply them to product decisions.
8. Journey Mapping BasicsTBD
   Create a basic customer journey map from the persona's perspective. Identify touchpoints, pain points, and opportunity areas.
9. Discovery Report WritingTBD
   Compile all findings into a formal Discovery Report. Practice executive summary writing and data-backed recommendation formatting.
10. L1 Capstone Presentation & ReviewTBD
    Present Customer Discovery findings to HD mentors. Receive structured feedback and certification to advance to BA Level 2.

BA L2: Voice of the Customer — 10-Step Training Plan

Prerequisite: Completion of BA Level 1 — Customer Discovery. Steps are in development and will be activated upon program launch.

1. Introduction to Voice of the Customer (VoC) FrameworkTBD
   Overview of VoC methodology, its role in Agile Level 2 analytics, and how it extends Customer Discovery insights.
2. Quantitative vs. Qualitative Customer DataTBD
   Distinguish between qualitative discovery data and quantitative VoC metrics. Introduction to survey design and NPS scoring.
3. Survey Design & DeploymentTBD
   Design effective customer feedback surveys. Best practices for question ordering, scale selection, and channel deployment.
4. Feedback Analysis TechniquesTBD
   Analyze collected feedback using frequency analysis, sentiment tagging, and priority weighting methods.
5. VoC Data SegmentationTBD
   Segment VoC data by customer type, industry, or usage pattern. Build segment-specific insight profiles.
6. Customer Needs Prioritization (Kano Model)TBD
   Apply the Kano Model to classify and prioritize customer needs as basic, performance, or delight factors.
7. Competitive BenchmarkingTBD
   Compare HDI service offerings against competitor benchmarks using VoC data. Identify gaps and differentiation opportunities.
8. VoC to Feature TranslationTBD
   Translate VoC findings into product or service feature requirements using the Jobs-To-Be-Done framework.
9. VoC Dashboard CreationTBD
   Build a simple VoC reporting dashboard. Present key metrics, trend lines, and priority recommendations visually.
10. L2 Capstone Presentation & ReviewTBD
    Present VoC analysis to HD mentors. Receive structured feedback and certification to advance to BA Level 3.

BA L3: Product Owner — 10-Step Training Plan

Prerequisite: Completion of BA Level 1 and Level 2. Steps are in development and will be activated upon program launch.

1. Introduction to the Product Owner RoleTBD
   Define the Product Owner role within Agile Scrum teams. Understand the PO's responsibilities for backlog ownership and stakeholder alignment.
2. Product Vision & Strategy DevelopmentTBD
   Create a product vision statement. Align the product strategy with customer discovery and VoC findings from Levels 1 and 2.
3. Product Backlog Creation & ManagementTBD
   Build and maintain a prioritized product backlog. Learn story point estimation, epic decomposition, and sprint planning techniques.
4. User Story Writing & Acceptance CriteriaTBD
   Write well-formed user stories using the As a / I want / So that format. Define clear, testable acceptance criteria for each story.
5. Sprint Planning & ExecutionTBD
   Facilitate sprint planning sessions. Prioritize backlog items for sprint inclusion based on business value and team capacity.
6. Stakeholder Communication & DemosTBD
   Present sprint demo results to stakeholders. Manage expectations, incorporate feedback, and update the backlog accordingly.
7. Release Planning & RoadmappingTBD
   Create a product roadmap aligned with business objectives. Plan releases with clear milestones and dependency tracking.
8. Metrics & KPI Tracking for Product OwnersTBD
   Define and track product KPIs: velocity, burn-down, customer satisfaction score, and feature adoption rate.
9. Risk Management & Backlog RefinementTBD
   Identify and mitigate product risks. Conduct regular backlog refinement sessions to keep stories current and well-estimated.
10. L3 Capstone: Full Product Cycle SimulationTBD
    Complete a full simulated product cycle from vision to release. Present to HD leadership for final certification as an HD Product Owner.