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The Project Template Library

Business Analysis Templates - 2016 Update

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Template Updates in 2016!  The Business Analysis template set gains 3 important updates.

  • The Organizational Readiness Assessment supports organizational adoption
  • A completely new Business Analysis Plan replaces the Requirements Management Plan
  • The Use Case template receives significant improvements in structure and content.
All 25 BA templates (14 documents) are delivered via email in a single zip file; templates on CD is an option. Your purchase includes free upgrade support for three years.

Price: $40 USD  

Some of the demos available below are in .pdf format - you will need Adobe Acrobat Reader to view them. Download it here if you don't have it already.

If you cannot receive a zip file just contact us and we will arrange a different form of delivery.


New in 2016!
Organizational Readiness Assessment
View Demo Here  Resistance to change can kill your project! Use this template to discover those organizational factors that could threaten adoption of change. Examines degree of mangagement support, middle management attitudes, level of consensus on objectives, cultural factors, unwritten rules, sources of workforce resistance, and more. Discover insights into the work that must be done to promote change. Rev 1.1; MS Word Docx ~45Kb
2016 Update!
Business Analysis Plan
View Demo Here  Complete rewrite. Replaces the Requirements Management Plan. With all new content, this template helps the Business Analyst plan for work during and after the project. Topics include: requirements elicitation, documentation, management, and approval; requirements attributes and prioritization; risk to the requirements engagement; post-project business value assessment; and more. Fully consistent with IIBA® and PMI® standards. Rev 3.0; MS Word Docx ~80Kb
2016 Update!
Use Case Template
View Demo Here  Used to document functional requirements of the project that can be expressed as Use Case Scenarios. Fully consistent with latest IIBA® and PMI® standards. Latest release provides restructured layout, additional functionality, and additional inline help. Rev 1.5; MS Word Docx ~60Kb
New in 2014!
Business Case
(2 Versions)
View Demo: BC Multi-Approach
View Demo: BC One Approach
These Business Case templates have been designed specifically to help determine if a proposed project is worth funding. They do this by prompting for that information which is generally considered most indicative of project value. When used properly, these Business Case templates can provide management with crucial information about the merits of a proposed project and can be used in support an objective project selection process. There are two versions of the template; one to use when there is only one project approach being considered, and another when there are multiple possible approaches. These templates allow a VERY detailed description of a proposed project. They are designed to be used with the Business Case Alternatives Analysis Tool. Extensive inline help and NPV worksheet included. Rev 1.0; MS Word Docx; ~ 250 Kb
New in 2014!
Business Case Alternatives Analysis Tool
View Demo Here  This workbook contains several worksheets that allow the Business Analyst to evaluate up to 6 project approaches in support of Business Case development. Fully customizable. Use as many as 17 project parameters of your choice at one time. Summary sheet shows weighted scores for each project approach. Rev 1.0; MS Excel xlsx; ~ 105 Kb
New in 2014!
Business Case Interview Questions
A set of questions that can aid the Business Analyst in eliciting the information needed for a full featured Business Case. This is a companion document to the Business Case template. Rev 1.0; MS Word Docx; ~ 28 Kb
2014 Update!
Project Requirements Document
View Demo Here  a.k.a. Business Requirements Document (BRD), this template promotes the best practice of developing complete documentation of project requirements. Supports a wide array of requirements types, including Business, Functional, Technical, Transition and more. Extensive inline help provided. Also provides a way to document analysis models (e.g. data models, process models, state diagram). Easy to use and completely consistent with IIBA® standards. This update provides extensive inline help, as well as improved formatting and structure. Rev 1.1; MS Word Docx; ~86Kb
Added in 2014!
AHP for prioritization
View Demo Here  This Analytical Hierarchical Process (AHP) tool is useful for prioritization of up to 12 items. May also be used to set the weights in a weighted scoring tool. Rev 1.0; MS Excel ~71Kb
BA Productivity Pack View Demo Here   Six Templates in one Excel file. Fully consistent with IIBA® standards. Latest update provides improvements to the Risk Register and Requirements Types functions. Rev 1.3; MS Excel ~100Kb

Templates included:
  • Project Ecosystem - Defines the boundaries, rules, assumptions and constraints of the requirements effort.  Helps draw attention to organizational and environmental factors that may help or hinder the requirements engagement.
  • Requirements Team Contact Info - Create a team directory by recording all of the contact information of the Requirements Team and key stakeholders.
  • Stakeholder List with RACI - Establish in advance the role and expectation of each key stakeholder in the requirements process. Helps stakeholders become aware of the need for their participation.
  •  Requirements Risk Analysis - Use this worksheet to identify, analyze and plan responses to all significant risks to your requirements effort.  Helps the BA to be proactive about managing risks.
  • Data Definitions - Tool for recording a clear definition of each data element that will be needed in a software application. Especially helpful when data definitions are still in flux. Data recorded here can be input directly into a logical data model.
  •  Requirements Types - May be used as a checklist in any IT Project to ensure that a wide range of requirements types are considered during the requirements gathering process. Includes a list of over 20 Technical Requirements.
  • Fully BABOK® compatible.
    Business Process Analysis Toolkit View Demo Here  Seven Templates in one Excel file. Fully consistent with IIBA® standards. Latest update provides improved inline and other help for users of the templates.  Rev 1.2; MS Excel ~246Kb
  • BPA Mini-Charter - Each BPA engagement is a project that should be carefully defined. This template helps all interested parties to understand the goals, roles and responsibilities, scope and other parameters of the engagement.
  • Stakeholders Analysis - Identify the stakeholders of your BPA engagement. Record necessary information about your Process Action Team (PAT). Determine the best means of gathering information from each stakeholder.
  • Meeting Preparation Document - Our meetings are most successful when we fully understand what we want to get out of them. Use this form to define your goals, prepare your questions and generally prepare to make the best use of time with your stakeholders.
  • GQM (Goals - Questions - Metrics) - Before we can make any statement about whether or not a process needs improvement, we must determine the extent to which the process in its current state is able to meet its Goals. GQM requires that we carefully articulate the goals of the process, develop questions that probe the effectiveness of the process, and then identify the metrics that will allow us to answer the questions. Much of Business Process Analysis depends on our success in this step.
  • ETVX (Entry - Tasks - Validation - eXit) - ETVX analysis provides an opportunity to put boundaries around the process under study. Where does this process begin? Where does it end? Establishment of Entry Criteria (and inputs), Exit Criteria (and outputs) and Validation steps further defines the process.
  • SIPOC (Suppliers - Inputs - Process - Outputs - Customers) - Firmly establish the scope of your BPA engagement with this analysis. Document a high level process flow together with inputs and outputs. Then identify who supplies the inputs and who consumes the outputs.
  • STP (Situation - Target - Proposal) - Now that you have completed your analysis, the flaws in the current process are apparent. But how will you fix them? Use the STP tool to clearly state each problem area of the process (Situation), articulate the state that would be optimal (Target) and then describe the changes you would make to attain the Target state (Proposal).

  • Requirements Process Resource Plan Details all of the goods, services, and personnel required by the Business Analyst (including when they are needed and the projected cost). Fully consistent with IIBA® standards. Rev 2.1; MS Word Doc ~108Kb
    Support Analysis View Demo Here  This template uses a Force Field analysis to provide insight into how to manage stakeholders based on their support or lack of support for a project. This update provides extensive instructions and additional functionality. Rev. 1.1; MS Excel ~52Kb
    Cost Benefit Analysis View Demo Here  A vehicle in which to document the pros and cons of various project approaches and why the current approach was selected. Rev 2.3; MS Word rtf ~235Kb
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