The Project Management Template Library

Business Analysis Templates - Updated!

This group of Templates consists of 17 Templates in 6 documents, available as a zipped set for commercial use (USD: $30). Licensed template sets are provided with upgrade support for three years.

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.

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Update! BA Productivity Pack	View Demo Here Six Templates in one Excel file. Fully BABOK® compatible. Latest update provides improved printing and greater flexibility in use. Rev 1.3; MS Excel ~100Kb Project Ecosystem – Defines the boundaries, rules, assumptions and constraints of the requirements effort 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 New! Requirements Risk Analysis – Use this worksheet to identify, analyze and plan responses to all significant risks to your requirements effort. New! Data Definitions – Tool for recording a clear definition of each data element in the application before. Especially helpful when data definitions are still in flux. Requirements Types - May be used in any IT Project to ensure that a wide range of requirements types are considered during the requirements gathering process. Fully BABOK® compatible. Rev 1.2; MS Excel ~95Kb (Updates available for Commercial License Only)
New! Business Process Analysis Toolkit	View Demo Here Seven Templates in one Excel file. Fully BABOK® compatible. Latest update provides improved printing and greater flexibility in use. Rev 1.1; MS Excel ~168Kb 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. 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). (BPA Toolkit is available for Commercial License Only)
Requirements Management Plan	View Demo Here Provides the Business Analyst with a powerful tool for planning the requirements definition and management effort. Fully BABOK® compatible. Rev 2.1; MS Word Doc ~363Kb (This template is available for Commercial License Only)
Requirements Process Resource Plan	Details all of the goods, services, and personnel required by the Business Analysis Team Lead (including when they are needed and the projected cost). Fully BABOK® compatible. Rev 2.1; MS Word Doc ~108Kb
Use Case Template	View Demo Here Used to document functional requirements of the project that can be expressed as Use Cases. Fully BABOK® compatible. Rev 1.2; MS Word Doc ~90Kb
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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Note: Updates and New Templates are available to commercial customers only.