Templates

Structured Approach to 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 a 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.

Agile Project Metrics Template

Visualize the metrics you need to capture, 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.

Business Analysis Proficiency Assessment

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.

Estimating Analysis Time Template

Need help planning and tracking your business analysis work? Use this template to track the tasks involved in each item, the stakeholders involved and their responsibilities, the estimated time needed and any dependencies.

Happy Meeting Plan Template

Having trouble accomplishing your goals during meetings? Be more productive with a property planned agenda that ensures everyone is prepared. This Happy Meeting Plan Template is a table in a MS Word document that can conveniently be copied and pasted into your meeting invitation.

Attribute Metadata Template

Attributes should be grouped by the entity that they describe and should be defined somewhere. We recommend using this Attribute Metadata Template, but other options include defining them in a glossary or data dictionary.

Decision Making Process Template

Nothing happens without decisions. As a business analysis professional, it is your job to facilitate decision making. Use these templates to plan and track your project decisions.

Facilitated Session Template

Want to make sure you’ve dotted all your i’s and crossed all your t’s before and after facilitating a requirements workshop? We’ve got just the templates you need to ensure you are not only prepared, but walk away from the sessions with completed objectives!

Stakeholder Analysis Template

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).