Business Analyst Template Toolkit

Save time with 12 annotated templates handling common BA work scenarios to increase your effectiveness as a business analyst. Having access to these templates is an invaluable asset in helping you save time. They provide a starting point for the most common tasks associated with being a business analyst, such as requirements gathering and analysis, process mapping, data modelling and more. By utilising these templates as part of your workflow you will be able to quickly get up-to-speed on any project while also ensuring that all necessary steps are taken into account. This will help streamline the process so you can focus more on value added activities.

The Career Transformation Handbook

An e-book that transforms struggling business analysts into thriving professionals! Complete with downloadable worksheets, inside I will teach you how choose the career path that you want, and be a business analyst that delivers value and succeeds. You will learn how to set achievable goals, develop your professional profile, identify and leverage career opportunities, and ensure amazing success.

Business Case Template

Write a comprehensive and compelling case for change with the Business Case Template. This fully annotated template is a structured document with headings and sub-headings. Each heading contains examples to follow, and tables and lists for you to complete. Suitable for analysing technology options and implementation approaches in depth, this template gives you a structured approach to; analysing options and making a recommendation; describing the costs, benefits and risks of that recommendation; and writing an outstanding executive summary, or ‘case for change’.

Business Analysis Approach Planning Template

Make a great start on your next project with the Business Analysis Approach Template. This template helps you set the expectations on how you perform your work, the resources you need and the types of activities you will engage in, e.g. workshops and interviews. So everybody is on the same page! Planning also increases the transparency of your work as the small processes of your analysis are better understood. This helps when expectations have to change. A well written plan will help you communicate exactly what’s required of you and your stakeholders to produce the necessary deliverables for your business analysis effort, and why.

Business Requirements Document Template

Deliver full coverage of your requirements with the Business Requirements Document Template. When you’ve completed your BRD you will have provided comprehensive coverage of the business requirements. It will describe to your business stakeholders an overview of the proposed solution, and why it is needed in non-technical language. And it will give enough information for vendors or developers to translate into detailed and actionable technical requirements.

How to Start a Business Analysis Project

Learn how to get in the conversation with this step-by-step guide to starting your next Business Analysis project. In my eBook I show you exactly how to scope and plan a business analysis project – step-by-step – from the very beginning! I give you: the exact questions to ask in the initial stakeholder meetings; a method for producing the initial business needs, current situation and target outcomes; and how to write a plan for your business analysis activities and approach.

Start Here

Discover the major activities and the key responsibilities within the business analysis process – includes useful resources.

The Non-Functional Requirements Checklist

Non-Functional Requirements (NFR) capture conditions that do not directly relate to the behaviour or functionality of the solution, but rather describe environmental conditions under which the solution must remain effective or qualities that the system must have.

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