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. For more on the analysis skills set on an agile team, read our blog post: Inventory Your Agile Analysis Skills Toolbox.

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.

business analysis assessment template

Business Analysis Assessment Template

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Decision Making

Plan and track your project decisions.

Requirements Package

Completely define business and functional project requirements.

Requirements Validation

Validate test plans, test cases, and defect reporting.

Estimating Analysis Time

Track, stakeholders, the time needed and dependencies.

Happy Meeting Box

Set meeting expectations and ensure you are prepared.

Business Case

Justify your project based on feasibility and a cost/benefit analysis.

RFP Response

Identify your solution requirements and how your vendors stack up against them.

Mentoring Relationship

Take advantage of your talent with a mentoring program.

System Interface

Analyze and communicate system interface and data migration requirements.

Facilitated Session

Plan for thorough requirements gathering sessions.

Collaboration Model

Set role expectations and communicate each member’s contribution.

Stakeholder Analysis

Track important information about your stakeholder(s).

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