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Business Analysis Templates

Structure for Business Analysis Tasks

Our business analysis templates offer structured assistance for a wide range of tasks including defining business and functional project requirements, decision making, validating requirements, performing a project cost/benefit analysis and more.

Templates aren’t just for documentation. They can be formal deliverables or an informal work product. Using our business analysis templates helps ensure better and more comprehensive collection of the right requirements from your stakeholders. Think of these templates as a guide to support your analysis techniques. Completing these business analysis templates forces you to be sure you asked the right questions to fully analyze and understand the business area you are working on.

Business Analysis Proficiency Assessment

Even in an agile world, analysis still happens. Agile teams need to take a proactive approach in evaluating their members from an analytical perspective. The first step is to look at the range of skills and determine levels of business analysis proficiency. Doing so will highlight the skill gaps so you can have a plan to address. To help in this analysis, we compiled a list of analytical tasks and techniques to evaluate your team.

Take this business analysis assessment to your next retrospect. Using the list of analysis skills in our worksheet, have your team members rank themselves on a scale of 1-5. Once everyone is done, tally the score for each category and if you find that you have gaps:

  • discuss how to address those gaps as a team
  • determine the most appropriate solution for your team: training, coaching, or mentoring
  • talk about how to assess and recognize when a team approach is good practice or when a project might warrant a seasoned analyst to help augment the team

But, not matter what and whatever you decide, decide as a team. 

This business analysis proficiency assessment is an MS Word form document that can be printed or used electronically to identify your team’s analysis skills gaps.

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Business Case Template

Someone has got a great idea…you think. But how do you know if it really is a good idea, and one worth an investment of resources? And how do you get buy-in to move forward if it is? Business cases serve two purposes. First, they lead analysts through a series of steps to help determine the business value of a proposed project. Second, they provide a structured framework for presenting and justifying an idea. Do you have an idea that you want to put forward?

Our Business Case Template can help you organize your information and present a solid case. This template is an MS Word document with an executive summary and example tables for presenting costs and benefits. If you need more detailed help in writing your business case, our Developing an Effective Business Case is a 1 day class dedicated to this topic.

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Course Design Canvas

Inspired by tools with similar formats such as the Business Model Canvas, Lean Canvas and Project Canvas, the Course Design Canvas is a tool which allows a course to be designed quickly by considering the most important elements of a course and viewing them simultaneously. This comprehensive visual helps facilitate understanding between all aspects of the course, while allowing each section to be designed in detail.

The primary benefit of the Course Design Canvas is its simplicity and ability to visually design a training solution alongside our client that takes all their needs into account. In this sense, it greatly facilitates understanding and communication in a fast and effective way. We utilize the Course Design Canvas when designing a custom course with our clients. This template is formatted in Microsoft PowerPoint and is licensed under a Creative Commons license. Download and use it freely for your own development efforts!

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Decision Making Process

Nothing happens without decisions. As a business analysis professional, it is your job to facilitate the decision making process. Afterall, the reason analysis is done in the first place is to help make decisions. The following templates are MS Excel documents that can be printed or used electronically to plan and track your project decisions.

This template package includes:

  • Path of Decision to Delivery: use this exercise to help define a list of questions that need to be answered in order to deliver results.
  • Decision Responsibility Matrix: determine how the team will work together by defining the path of decisions and the decision making roles.
  • Decision Log: keep track of the decisions made (or not made). Use this as a tool for returning to see what decision was made, by whom and why it was made or tabled.

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Estimating Analysis Time

Need help planning and tracking your business analysis work? In our 4-Task Solution for Estimating and Defending Your Analysis Plan blog post , Ali takes you through some tips and tricks for planning your work and defending the time it takes to get it all done.

Use this template to create a work breakdown structure or to-do list for the business capabilities or user stories that you need to analyze and communicate. This template is an MS Word document to track the tasks involved in each item, the stakeholders involved and their responsibilities, the estimated time needed, and any dependencies. You can even track the actual time so that you learn and get better each time you plan!

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Facilitated Session Templates

Facilitated sessions aren’t just long meetings with a lot of attendees. They are working sessions that require careful planning. When done right, they can reduce the time needed to develop requirements. Done poorly, they can waste a lot of valuable time, yours and your stakeholders’.

Facilitated sessions in virtual environments require even more planning and preparation to ensure that all the technology and visual aids work properly. Overlooking one of these details can mean complete failure.

Want to make sure you’ve dotted all your i’s and crossed all your t’s before and after facilitating a requirements workshop? We’ve got just the templates you need to ensure you are not only prepared, but walk away from the sessions with completed objectives!

This template package includes:

  • Facilitated Session Checklist
  • Outstanding Issue Action Template
  • Session Agenda
  • Session Plan
  • Session Plan Summary
  • Facilitated Session Evaluation Form

Also, download our Happy Meeting Box Template to help ensure you have adequately set your session expectations. This template can be copied and pasted into your invitation.

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Happy Meeting Box

Having trouble accomplishing your goals during meetings? In our blog Critical Thinking: Time Is of the Essence (Part 1), Kate points out that more and more, we are wasting time scheduling unnecessary meetings and then holding “meetings after the meeting” to discuss what happened in the meeting and to schedule the next meeting.

This can all be avoided by having a property planned agenda and making sure everyone is prepared. This Happy Meeting Box is a table in a MS Word document that can conveniently be copied and pasted into your meeting invitation.

The table includes usage suggestions to guide you on the information needed to ensure you adequately set meeting expectations so that you and your team are prepared.

Are you using this meeting invitation template for a facilitated session? Be sure to download our Facilitated Session Template Package for a more comprehensive checklist.

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Mentoring Relationship

With the growing need for self-sustaining and cross-functional teams, it is important to take advantage of your existing talent. One way to achieve this goal is by establishing a mentoring program or encouraging mentor/mentee relationships within your teams or organization. Mentoring is a relationship of trust between two individuals and can yield powerful results. For the mentee, a mentor provides the knowledge and guidance to strengthen competencies needed to enhance their skill set, job performance, and career progression. In return, the mentor can gain the opportunity to help shape the future of the role, practice new ideas, gain a fresh perspective, and practice their leadership skills.

Our Mentoring Relationship Template Package includes:

  • Mentoring Performance Template: Set expectations between the mentor, mentee and manager to be sure the mentoring sessions are focused on achieving the mentee’s goals.
  • Mentoring Brief Template: As a mentee, use this to track the focus for each mentoring session and your mentors’ feedback and advice.
  • Mentor/Mentee Dos and Don’ts Bonus: use this list of dos and don’ts as a quick reference to set the stage for your mentoring relationship

For more on mentoring relationships see the IIBA has established a Mentoring Program to help connect mentors and mentees across the globe.

 

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Requirements Package

Our core curriculum introduces business analysts to a series of tools that can be used to analyze and document requirements. This Requirements Package puts many of those tools into one document, and organizes it into sections for Business Requirements, Stakeholder Requirements, and Functional Requirements. You’ll find tools for data, processes, business rules, and external agents/actors.
The structure of the package complements plan-based methodologies (like waterfall). Analysts on agile projects will likely find it more useful to select individual tools from the package.
 
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Requirements Validation Templates

Did we build the right thing? Did we build the thing right? These are two questions that BAs need to be able to answer as they collaborate with their teams to create a solution.
Our Requirements Validation course teaches a continuous approach to requirements verification and validation. Students use the templates that are included in this download:

  • Defect Detail Report
  • Equivalence Class Template
  • Requirements Review Checklist, Invitation, and Results Report
  • Test Coverage Matrix
  • IEEE templates for Software Quality Assurance Plans, Test Cases, and Test Procedures
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Stakeholder Analysis Template

Stakeholder analysis can be tricky and many times is most effective when planned for appropriately. Knowing a stakeholder’s correct contact information, role on the project, daily schedule and preferred communication method might be the difference in your ability to elicit the information you need. Use this MS Word worksheet to keep track of important information about your stakeholder or stakeholder group.
 
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System Interface Template

A key component of solution design is the analysis of how other systems will interface with the solution. System interface requirements describe how the solution will work with these other systems to allow the business to operate efficiently and smoothly. Another task often important in the transition of solutions is the mapping and migration of data from an ‘old’ system to the new solution.
The following template is a Microsoft Word template that can be used to help analyze and communicate system interface and data migration requirements.

This template package includes:

  • Interface Description
  • Potential Impacts
  • Constraints
  • Acceptance Criteria
  • Vendor Integration
  • Error Handling
  • Data Mapping

See our blog, What’s Up With Data Analysis?, for more on incorporating this template into her 4 step data analysis process. And, for a more comprehensive understanding of system interface and data migration requirements, see our Detailing Business Data Requirements course.

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