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Checklists

Streamline Your Analysis Efforts

Checklists have been developed in business and across many industries for greater efficiency, consistency and safety. This is especially true for those working in business analysis. As naturally detail-oriented people, it can be easy to get ‘in the weeds’ and miss something important. Use these business analysis checklists to ensure your work is complete and you haven’t missing anything.

The power of a checklist can also be better understood by reading the Checklist Manifesto. Our business analysis checklists may not save lives, but they may save your project or improve your efficiency.

Ask the Right Question Checklist

You’ve just been handed a project; where do you start? What questions do you ask? We compiled a list of critical questions to ask your stakeholders that will help you get started in your analysis efforts. By using this checklist, you will not only uncover initial project information, but also find where you have gaps and need to ask more detailed questions. This checklist is an MS Word form document that can be printed or used electronically as you start eliciting your requirements.

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Business Process Definition Interview

There are certain pieces of information a business analyst should understand about each process during business process definitions. The table below provides an informal checklist of questions you can use to make certain you have covered the major points. The answers will help you ensure that your process models, documentation of process details, and assessments or problems and solutions are properly defined and as thorough as possible.

This checklist is a PDF and MS Word form document that can be printed or used electronically to ensure that you don’t overlook critical information.

Get more on this checklist and business process definition in our blog post: 6 Most Expensive Words in Business Process Improvement.

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The Agile BA Checklist

In B2T blog post, Just Enough Doesn’t Mean None! The Agile Business Analyst Role, they argue against the notion that documentation isn’t needed on agile projects. Specifically, instructor recommends that, “each team needs to have a serious conversation about what’s just enough and just in time documentation and what skills and resources are available on the team to do it. Bottom line, we still need good business analysis and good documentation for our organizations, maybe even more so in this fast-paced ‘agile’ world!”

Don’t fall into the mindset that there isn’t a role for business analysis in agile. Someone with strong analytical skills should be doing these critical activities throughout the agile project life cycle. This checklist is an MS Word form document that can be printed or used electronically to be sure that at least one person on your team has the skills necessary to perform these activities.

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Considerations for Analysis Checklist

Successful business analysis begins with a comprehensive plan. You have to think about how you’ll define the problem you’re trying to solve, determine what’s in and out of scope, identify who should be included and when, how you’ll get the information you need along the way, evaluate if the solution meets the need, and more. How do you ensure your plan includes all the key elements?

We created the Considerations for Analysis Checklist to help you evaluate your analysis approach. This checklist is an MS Word form document that can be printed or used electronically as a rubric to check your plan against 23 different considerations and identify what’s missing and areas for improvement.

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Excellent Requirements

Your unique responsibility as a BA is to write and communicate excellent requirements. Requirement consumers depend on the requirements in order to effectively design and construct solution components. Excellent requirements leave no room for interpretation, create or cause for confusion and omit no critical detail. They ensure that the consumer of the requirement can understand what is being requested. Among the many uses for excellent requirements, they especially matter for business process flow charts (and here is Why Should You Care about Symbols for Business Process Modeling.)

This checklist is an MS Word form document that can be printed or used electronically to ensure your requirements are excellent and possess these 10 characteristics.

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Maximize Your BA Training Investment

As a training company, it is important to us that our customers get the most from their training experience. Get started building the right training program by reading our blog post, A Simple Plan to Maximize Your Employee Training Program Investment. To accompany this post, we developed a worksheet to help you analyze your training needs and make sure you have asked yourself the right questions. Additionally, we’ve included a checklist section with steps to ensure that once you embark on your training program, you get the most from the effort.

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Maximize Your User Training Checklist

What good is the initiative that you just devoted yourself to full-time if your users don’t know how to properly utilize its functionality? Since establishing B2C, we have gathered many successful approaches for maximizing user training implementation. To help you ensure your own project implementation success, we’ve compiled these proven and innovated ideas into a checklist.

This User Training Checklist is an MS Word form document that can be printed or used electronically to track your user training implementation to-dos.

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Solution Completeness

We all know it’s easy to get excited about a solution, but excitement can’t be the reason for accepting a project. There are a lot of other factors that must be considered when working on development projects. We walk through each of these factors in our two-part blog series: Be The 30% (of those that succeed in their initiatives). This job aid is a MS Word form document from our Business Process Analysis course that can be printed or used electronically as a quick reminder of key factors that should be reviewed before moving ahead.

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Strategy Analysis

With the release of BABOK v3.0, the IIBA expanded the Knowledge Area of Enterprise Analysis into a more robust Knowledge Area now known as Strategy Analysis. The work included in the scope of Strategy Analysis is becoming more critical as business analysis projects become more integrated and complex.

To help evaluate your Strategy Analysis output and identify possible information gaps, or unknowns, we have provided a Strategy Analysis Checklist. This checklist is an MS Word form document that can be printed or used electronically to assess the information provided by the Strategy Analysis effort.

For more on the role of Strategy Analysis in business analysis and tips on using this checklist, read our Strategy Analysis (fka Enterprise Analysis): Who Cares blog post.

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