Why Start From Scratch? Save Time

With Annotated Templates Handling Common BA Scenarios

When you download the Business Analyst Template Toolkit today, you’ll receive 12 annotated templates, corresponding work samples, and a guidebook to walk you through exactly how to use the toolkit to increase your effectiveness as a business analyst.

  • You can use the templates and work samples as a starting point for your next project. Each template can be edited and rebranded, so you can make it look exactly as you need it to.
  • You can use the templates and work samples to assess your current business analysis specifications for potential improvements. Templates are in Word and Excel format and fully annotated, so you can review them for ideas and copy and paste what you need into your pre-existing templates.
  • You can use the templates and work samples to update your informal documentation, creating more formal work samples to present to a potential employer in a job interview.
I’ve been working in a BA role for almost 20 years … but didn’t realize that until I came across your site. I am SHOCKED with the value per dollar that your work has given me. I am easily able to now take my work, and convert it ‘Business Analyst’ style .. to make it transferable into the world. I am WELL on my way. Your material is unbelievable. And has saved me SO much work. -Danielle Robert

How these templates will help you create more concise documentation  and increase your effectiveness

The days of 50+-page documents are quickly receding behind us. Even in environments that have not yet adopted agile methodologies, our stakeholders are demanding more concise documentation that answers key questions about a project.

The Business Analyst Template Toolkit supports more streamlined approaches. It doesn’t include anything that would require you to create a document longer than 5-10 pages, and most fully completed templates will end up about 3 pages long. If this happens to be an unfamiliar approach to you, the guidebook will walk you through how to use the templates to scope a project, confirm business requirements, and validate more detailed functional requirements.

And while there can be a lot of focus on the requirements specifications a business analyst creates, there’s more to being a business analyst than creating specifications. That’s why I’ve included my most commonly used work aids and planning tools to help you increase your effectiveness quickly as a business analyst.

Take a quick look at what you’ll be able to do with all 12 templates

The BA Template Toolkit includes a starting point for every key business analysis activity. These are the types of documents that effective business analysts use to created streamlined and stakeholder-focused documentation. Here’s a complete list of the 12 templates and work samples you’ll receive in the Toolkit.

Business Process (Word)

Have an unclear process? Looking to improve an existing process? Use this template to document the purpose, scope, inputs, outputs, activities, exceptions and business rules for a business process.

Change Request (Word)

During implementation, it’s likely that new information is discovered that makes it necessary to revisit the requirements or even the high-level scope of the project. As the business stakeholders review implemented code or learn new information from the marketplace, they may also discover new requirements.

In both scenarios, a Change Request can be used to capture the scope, benefits, and effort related to the change and give whoever approves the change the information they need to make an informed decision.

Data Feed Specification (Word)

In today’s climate of content exchanges and web APIs, it’s often necessary for someone with both business and technical knowledge to participate in data modeling activities or building data specifications. Importing new data into your organization’s database, exporting it for use by a different system, or creating a data feed for a third party are all activities that require the application of sophisticated business rules. This is a template and structure I’ve found useful for capturing the rules of the data or content exchange in business language.

Glossary Template (Word and Excel)

Do you find yourself or your stakeholders misunderstanding key requirements because of a conflict in terminology? A glossary can do wonders to improve your understanding of the business language or help get stakeholders all on the same page.

Issues List (Excel)

Wondering how to track the questions and concerns that come up in one meeting so they don’t get lost in the ether? Looking to delegate research tasks to your business or technical stakeholders? An issues list can keep all the open items in one place and provide an easy way to access why particular project decisions were made.

Meeting Agenda (Word)

Looking for a structure to apply to your next meeting? This agenda covers the basics of putting a well-planned meeting together.

Meeting Notes (Word)

The best way to communicate the outcome of a particular meeting session and prevent rehashing the same discussion over and over is to capture meeting notes and share them with all attendees. This template walks you through the key elements to cover in your notes.

“I used the meeting agenda and notes templates you provided for a meeting and found them very useful — so much so, that they have become part of every meeting/workshop I facilitate.” – James Leines, Business Analyst

Requirements Development Plan (Word)

Starting a new project? Use this template to map out your business analysis approach and identify essential elements of your plan. A little bit of upfront planning can help avoid the business analysis effort going off-scope or taking longer than expected.

Scope Statement (Word)

Capture the key elements of the project scope using this streamlined template. This template can replace a lengthy BRD (or Business Requirements Document). Or, if your BRD documents tend to be detailed but lack context, this template will give you some new section ideas that will help ensure your stakeholders truly understand the scope before signing off.

Use Case Template (Word and Excel)

Capturing functional requirements for a new or updated system? Use this template to capture the basic, alternate, and exception flows a user might take through the system and ensure your analysis of the functional requirements is clear and complete.

Use Case List (Excel)

Most projects require more than one use case. A use case list is a useful planning tool to keep track of the business analysis work to be completed and who needs to be involved in what parts of the project.

User Interface Specification (Word)

Complex pages that display massive amounts of information in intelligible ways are products of intentional design, business knowledge, and careful analysis. A User Interface Specification is useful for describing complex visual details or business rules to be implemented on a specific screen.

You’ll also receive a guidebook that will walk you through exactly
how to get the best results

Along with the templates and work samples, we’ve included a 10-page guidebook to help you get the most out of the Toolkit.

  • First, you’ll learn about the business analysis approach to a project – initiating the project, elaborating the details, and supporting the implementation – and find guidelines for moving through each phase.
  • Then we discuss what templates are useful in each phase so you can hand-pick the most relevant templates and work samples to your specific project situation and the milestones you are working towards.
  • Finally, we discuss the key characteristics of an effective business analyst, how to use the templates to increase your effectiveness, and some guidelines for applying the templates in your organization.

You’ll know exactly what templates to use when and how to apply them to be more effective at your work.

Here’s a quick summary of everything you’re about to receive

In short, you’ll have everything you need to save time on your next project – guidance on what requirements specifications to create, annotated templates to use as a starting point, and a corresponding work sample to refer to if you get stuck.

Upon investing in the Toolkit, you’ll receive:

  • All 12 templates fully annotated in Word or Excel format and fully usable and editable by you. Customize them to meet your organization’s unique needs and share them within your organization.
  • All 12 corresponding work samples so you can see what a fully completed template really looks like. These work samples are direct from the Bridging the Gap Redesign Project – they are completely new and you’ll get a peek behind the scenes of our business model.
  • A 10-page guidebook walking you through the business analyst approach to a project, what templates are useful in each phase, and how to use the Toolkit to increase your effectiveness as a business analyst.

Click below to order the templates

Click the “Add to Cart” button below to make your investment of $97. 

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(Invest in the Business Analyst Template Toolkit for
only $97 today.)

P.S. Did You Know You Can Upgrade to the Template Bundle and Save $138?

If you are really serious about saving time and applying best practices in your business analysis work, you’ll want to have all of the toolkits at your disposal. What’s more, you can save $138 by picking up all 5 of our toolkits together as a bundle.

Let’s take a quick look at the extra toolkit packs included in the bundle:

Save time writing professional emails with 32 simple, copy-and-paste templates specifically for business analysts. What’s more, the methodical approach incorporated into the templates will ensure you are using email in the most effective way.

Visual Model Sample PackGet access to 22 real world visual model case studies that cover everything from UML diagrams to whiteboard drawings shared from the files of a working BA. You’ll be able to easily incorporate more visuals into your requirements process and get the process moving faster.

Requirements Discovery Checklist PackMake requirements discovery easy with checklists that cover every important question to ask. When you download the Checklist Pack, you’ll receive over 700 categorized and cross-referenced questions so you can prepare for your next elicitation session with a sense of ease and confidence.

project-prioritization-organizerv2Turn barely managed chaos into a nice, neat list of clearly prioritized projects. When you download the Organizer, you’ll receive a full set of customizable templates and processes to help your organization get organizational buy-in on clear priorities for more focused delivery.

Download the Template Bundle Now and Save $138

GetAll5for347Each template toolkit is individually offered at $97. For only $347 (a $138 savings), you’ll receive all the toolkits and can leverage them as part of starting and growing your business analyst career. Click the Add to Cart button below to get all 5 template packs for $347.

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(Save $138 and download all 5 template toolkits for only $485 $347 today.)

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I think you’ll find the Business Analyst Template Toolkit helps you save time by not starting from scratch and even find improvements you can make to streamline and improve your existing documentation. But if, for any reason, you find the template toolkit (or bundle) isn’t a good fit for your work as a business analyst, we offer a hassle-free money back guarantee for 30 days following your investment.