Business Process Template
Business processes describe what work needs to be accomplished for the organization to succeed. BAs begin by analyzing processes at an appropriate level of detail. This does not mean creating massive documentation, but rather identifying key characteristics such as: Our Business Process Template provides a structured format for capturing these details at a high level […]
Facilitated Session
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 […]
Happy Meeting Plan
Having trouble accomplishing your goals during meetings? 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 […]
Stakeholder Analysis
Stakeholder analysis is so much more than making a list of names, titles, and roles. If we do not understand our stakeholders we will likely miss the mark in meeting their needs. We may also struggle to collaborate and communicate effectively with them. Thorough stakeholder analysis can dramatically improve stakeholder engagement and participation. It can […]
Estimating Analysis Time
Need help planning and tracking your business analysis work? 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 will track the tasks involved in each item, the stakeholders involved and their responsibilities, the estimated time needed, […]
Decision Making Process
Nothing happens on a project without decisions. The following templates can be used 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 […]
Entity and Attribute Metadata
Entities are the concepts about which our organization needs (or chooses) to store data. To full understand the data needs for a project, we need to identify all of the entities. Additional information about each entity, such as its unique identifier, also need to be determined. Attributes are the characteristics or individual pieces of information […]
Agile Project Metrics
Our Agile Metrics Canvas can help you visualize the metrics you need to capture. For each, determine how you are going to calculate it, how you are going to obtain the metric, and how you will present or help your audience visualize it or tell a story with it. This template also includes an example: […]
Business Case
A business case captures the justification for a particular project or course of action. Many organizations use them to evaluate and prioritize funding requests. A well-written business case paints a compelling picture by presenting a recommended approach and assuring the audience that the business will receive value from the investment. Common elements of a business […]
The Five Whys
All too often projects address the symptoms of a problem and not the problem itself. The “Five Whys” is a root cause analysis method that explores the underlying causes of a problem. Its mission is to ensure that the real “root” cause of a problem is identified by successively asking the question “Why?” Is there […]