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.
Take a proactive approach to evaluate your team members from an analytical perspective. We’ve compiled a list of analytical tasks and techniques to determine your team’s range of skills and levels of proficiency as well as identify your team’s analysis skills gaps. More info.
Defining your collaborative model is invaluable, easy to orchestrate, and doesn’t take much time. This template includes usage suggestions for your team to ensure roles are communicated, expectations and handoffs between roles are discussed and each team member’s contribution is known. More info.
Having trouble accomplishing your goals during meetings? This template can be copied and pasted into your meeting invitation. Includes usage suggestions to guide you on the information needed to ensure you adequately set meeting expectations and that you and your team are prepared. More info.
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 through a mentoring program. Use these templates to set expectations, track your mentoring sessions and ensure you are focused on achieving your goals + get our mentor/mentee dos and don’ts bonus. More info.
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. Use these templates to help with requirements validation including test plans, test cases, and defect reporting. More info.
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. Download our stakeholder analysis template to keep track of important information about your stakeholder(s). More info.