Business Analysis 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.

business analysis checklists

The Agile BA Checklist

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. More info.

business analysis checklists

Ask the Right Questions Checklist

You’ve been handed a project; where do you start? What questions do you ask? Use this list of critical questions to help you get started in your analysis efforts. More info.

business analysis checklists

Business Analyst Career Checklist

This checklist is an extension to one of our blog posts, A Monthly Guide to Becoming a Better Business Analysis Professional, in which we detail a 12-month plan to become a better business analysis professional. More info.

business analysis checklists

Business Process Definition Interview Checklist

Use this checklist to ensure that you don’t overlook critical information during your business process definition interviews. More info.

business analysis checklists

Considerations for Analysis Checklist

Use this checklist as a rubric to check your plan against 23 different considerations and identify what’s missing and areas for improvement. More info.

business analysis checklists

Excellent Requirements Checklist

Your unique responsibility as a BA is to write and communicate excellent requirements. Excellent requirements leave no room for interpretation, create or cause for confusion and omit no critical detail. Ensure your requirements are excellent and possess these 10 characteristics. More info.

business analysis checklists

Maximize Your BA Training Investment Worksheet & Checklist

Analyze your training needs and make sure you have asked yourself the right questions. Additionally, ensure that once you embark on your training program that you get the most from the effort. More info.

business analysis checklists

Maximize Your User Training Checklist

Since 2000, we have gathered many successful approaches for maximizing training. To help you ensure your own project implementation success, we’ve compiled these proven and innovated ideas into a checklist. Use this checklist to track your user training implementation to-dos. More info.

business analysis checklists

Solution Completeness Checklist

We all know it’s easy to get excited about a solution. Use this checklist as a quick reminder of key factors that should be reviewed before moving ahead. More info.

business analysis checklists

Strategy Analysis Checklist

The work included in the scope of strategy analysis is becoming more critical as business analysis projects become more integrated and complex. Use this checklist to evaluate your strategy analysis output and identify possible information gaps, or unknowns. More info.

More Business Analysis Downloads

Quick Tips

Sometimes you just need a quick answer or way to achieve a common goal. Quick tips are best practices based on expert experiences.


A visual representation to use as a quick reference for business analysis topics.


Structured assistance for a wide range of business analysis tasks including defining requirements, validating requirements, and more.

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