BUSINESS ANALYSIS TEMPLATES
- Communication Management PlanDOWNLOAD HERE | 5
A communication management plan is a written document that outlines, highlights, and details the communications needs and expectations for the entire project. This can include specific communications technologies that are required, such as the need for dedicated cell phones so that the project team members can keep in touch, as well as specific update formats, such as the need for a weekly email update, or perhaps the need for a weekly conference call. The communication management plan also includes mention of the specific party or parties who are to be responsible for each format of communication.
- Project Audit OutlineDOWNLOAD HERE | 287
A project audit is a formal review of a project, often intended to assess the extent to which project management standards are being upheld. Whoever is responsible for performing the audit must be in charge of the designated authority and issue related recommendations. The objective of a project audit is to ensure that the project meets the standards of project management through investigation and evaluation.
- Analysis Risk Checklist32.79 KBDOWNLOAD HERE | 799FreePremiumTemplates
Risk analysis provides an opportunity for the business analyst to identify and understand hazards, vulnerabilities, and threats that could impact negatively on the business. Using this information, an organization can then prioritize expenditure and effort on risk mitigation and control strategies.
Here’s one of the best checklist templates in doc format to layout Risk Management processes within your organization. It is very detailed and lists down a lot of pointers to cover all aspects of Risk analysis.
- Use Case Model.doc192.00 KBDOWNLOAD HERE | 835
A use-case model is a model of how different types of users interact with the system to solve a problem. It thus describes the goals of the users, the interactions between the users and the system, and the required behavior of the system in satisfying these goals. This template contains instructional text, designed to assist the reader in completing the document.
- Requirements Management Plan198.00 KBDOWNLOAD HERE | 1070
Requirements are the foundations of project scope. Stakeholder requirements are gathered, evaluated, and finalized and then these constitute the foundations of project scope.
The Requirements Management Plan is a key document in your project management template and it describes how requirements will be analyzed, documented, and managed. This document is a template of a Requirements Management Plan document for a project. The template includes instructions to the author, boilerplate text, and fields that should be replaced with the values specific to the project
- Project Vision Document152.50 KBDOWNLOAD HERE | 916
The project vision document is the initial (and often foundational) statement about your project. It provides a platform to communicate (and collaborate on) the shape and scope of your project with other core project partners and potential external collaborators. The Vision defines the product/service to be developed specified in terms of the stakeholder's key needs and desired features. Containing an outline of the envisioned core requirements, it provides the contractual basis for the more detailed technical requirements. The Vision document provides a high-level executive summary for a project or other undertaking. A Vision document provides input to the project approval process and is, therefore, closely related to the Business case. The purpose of this document is to capture the client's overall vision for the project. This information will help ensure that the project goals and high-level requirements are well understood.
- Benefits Realization Plan136.00 KBDOWNLOAD HERE | 779FreeFree TemplatesTemplates
The benefits realization plan outlines the activities needed to achieve the planned benefits of the project. The plan identifies the timeline, tools, and resources necessary to ensure the benefits are fully realized over time. This template provides a guide to help project managers develop a benefits realization plan. Additional sections may be added or removed according to the specific business circumstance and need.
- Benefits Map153.50 KBDOWNLOAD HERE | 771FreeFree TemplatesTemplates
Benefits Maps are an important communication mechanism to help generate stakeholder consensus and commitment. They can also be utilized to identify the components required to generate benefits, including the key activities and outputs required, their alignment with organizational strategy, and any assumptions, interdependencies, and risks associated with their delivery. The attached template is to help BAs develop a pictorial representation of the value proposition of a project.
- Assessment and Recovery Project Charter283.84 KBDOWNLOAD HERE | 555Though the plan for project recovery will vary depending on the nature and scope of the project, all project recovery documents have several elements in common: an overall assessment of where the project is holding, a detailed definition of the obstacles or problems at issue...
- Opportunity Analysis and Risk Versus Benefits Templates201.50 KBDOWNLOAD HERE | 801
Risk analysis provides an opportunity for the business analyst to identify and understand hazards, vulnerabilities, and threats that could impact negatively on the business. Using this information, an organization can then prioritize expenditure and effort on risk mitigation and control strategies.
- Use Case Specification.doc202.00 KBDOWNLOAD HERE | 881
A Use Case Specification is a textual description of the functionality provided by the system. It captures actor-system interaction. In other words, it specifies how a user interacts with a system and how the system responds to the user's actions. The attached document provides an example of a use-case specification for capturing solution capabilities and behavior in supporting tasks performed by an actor.
- Test Case Templates14.50 KBDOWNLOAD HERE | 1164Free Templates
A good Test Case template maintains test artifact consistency for the test team and makes it easy for all stakeholders to understand the test cases. Attached to this spreadsheet are test case templates containing an organized list of test cases for different test scenarios, that check whether or not the software has the intended functionality.
- Solution Vision Document175.50 KBDOWNLOAD HERE | 702This document aligns with the Project Vision Document, and it describes stakeholders within the target audience along with their roles using a RACI matrix. Use this template as a guide to present the proposed solution, the expected benefits, solution scope, and its key capabilities.
- Requirements Traceability Matrix53.00 KBDOWNLOAD HERE | 988Requirement Traceability Matrix (RTM) is a document that maps and traces user requirements with test cases. It captures all requirements proposed by the client and requirement traceability in a single document, delivered at the conclusion of the Software development life cycle
- Non Functional Requirements197.00 KBDOWNLOAD HERE | 704Non Functional Requirement is one of the two groups of solution requirements that describe the specific characteristics that a product must have to meet the needs of the stakeholders and the business itself. The Non Functional Requirements define how the system should perform, describe how the product works, define product properties, focus on user expectations.
- Interface Specification195.50 KBDOWNLOAD HERE | 628It captures the details of the software user interface into a written document. The specification covers all possible actions that an end user may perform and all visual, auditory and other interaction elements. This is the document template to be used for writing the Interface Specification for the development of a business service.
- Comprehensive Strategy Analysis Workbook SAMs Strategy Model4.96 MBDOWNLOAD HERE | 694
Comprehensive Strategy analysis is a process that is vital to formulate strategic planning for decision making and smooth working of an organization. The purpose of this spreadsheet is to provide a model to help investigate how an organization can generate returns in excess of the organization's opportunity costs by engaging in a more effective corporate and competitive strategy; think, plan, act.
- Business Model Forecast248.00 KBDOWNLOAD HERE | 696
The attached template is a free and easy financial forecast tool that will help you document, project, and manage your cash flow. It is crucial to making informed decisions and a required part of your business plan if you want to attract investors.
- Business Requirements173.00 KBDOWNLOAD HERE | 1088
Business Requirements is a highly detailed, and important document relating to a business project. The attached template is intended to help Business Analysts explore all the necessary basis and aspects of a business project to remove ambiguity associated with the project work.
- Communication Management PlanDOWNLOAD HERE | 5
A communication management plan is a written document that outlines, highlights, and details the communications needs and expectations for the entire project. This can include specific communications technologies that are required, such as the need for dedicated cell phones so that the project team members can keep in touch, as well as specific update formats, such as the need for a weekly email update, or perhaps the need for a weekly conference call. The communication management plan also includes mention of the specific party or parties who are to be responsible for each format of communication.
- Project Audit OutlineDOWNLOAD HERE | 287
A project audit is a formal review of a project, often intended to assess the extent to which project management standards are being upheld. Whoever is responsible for performing the audit must be in charge of the designated authority and issue related recommendations. The objective of a project audit is to ensure that the project meets the standards of project management through investigation and evaluation.
- Analysis Risk Checklist32.79 KBDOWNLOAD HERE | 799
Risk analysis provides an opportunity for the business analyst to identify and understand hazards, vulnerabilities, and threats that could impact negatively on the business. Using this information, an organization can then prioritize expenditure and effort on risk mitigation and control strategies.
Here’s one of the best checklist templates in doc format to layout Risk Management processes within your organization. It is very detailed and lists down a lot of pointers to cover all aspects of Risk analysis.
- Use Case Model.doc192.00 KBDOWNLOAD HERE | 835
A use-case model is a model of how different types of users interact with the system to solve a problem. It thus describes the goals of the users, the interactions between the users and the system, and the required behavior of the system in satisfying these goals. This template contains instructional text, designed to assist the reader in completing the document.
- Requirements Management Plan198.00 KBDOWNLOAD HERE | 1070
Requirements are the foundations of project scope. Stakeholder requirements are gathered, evaluated, and finalized and then these constitute the foundations of project scope.
The Requirements Management Plan is a key document in your project management template and it describes how requirements will be analyzed, documented, and managed. This document is a template of a Requirements Management Plan document for a project. The template includes instructions to the author, boilerplate text, and fields that should be replaced with the values specific to the project
- Project Vision Document152.50 KBDOWNLOAD HERE | 916
The project vision document is the initial (and often foundational) statement about your project. It provides a platform to communicate (and collaborate on) the shape and scope of your project with other core project partners and potential external collaborators. The Vision defines the product/service to be developed specified in terms of the stakeholder's key needs and desired features. Containing an outline of the envisioned core requirements, it provides the contractual basis for the more detailed technical requirements. The Vision document provides a high-level executive summary for a project or other undertaking. A Vision document provides input to the project approval process and is, therefore, closely related to the Business case. The purpose of this document is to capture the client's overall vision for the project. This information will help ensure that the project goals and high-level requirements are well understood.
- Benefits Realization Plan136.00 KBDOWNLOAD HERE | 779
The benefits realization plan outlines the activities needed to achieve the planned benefits of the project. The plan identifies the timeline, tools, and resources necessary to ensure the benefits are fully realized over time. This template provides a guide to help project managers develop a benefits realization plan. Additional sections may be added or removed according to the specific business circumstance and need.
- Benefits Map153.50 KBDOWNLOAD HERE | 771
Benefits Maps are an important communication mechanism to help generate stakeholder consensus and commitment. They can also be utilized to identify the components required to generate benefits, including the key activities and outputs required, their alignment with organizational strategy, and any assumptions, interdependencies, and risks associated with their delivery. The attached template is to help BAs develop a pictorial representation of the value proposition of a project.
- Assessment and Recovery Project Charter283.84 KBDOWNLOAD HERE | 555Though the plan for project recovery will vary depending on the nature and scope of the project, all project recovery documents have several elements in common: an overall assessment of where the project is holding, a detailed definition of the obstacles or problems at issue...
- Opportunity Analysis and Risk Versus Benefits Templates201.50 KBDOWNLOAD HERE | 801
Risk analysis provides an opportunity for the business analyst to identify and understand hazards, vulnerabilities, and threats that could impact negatively on the business. Using this information, an organization can then prioritize expenditure and effort on risk mitigation and control strategies.
- Use Case Specification.doc202.00 KBDOWNLOAD HERE | 881
A Use Case Specification is a textual description of the functionality provided by the system. It captures actor-system interaction. In other words, it specifies how a user interacts with a system and how the system responds to the user's actions. The attached document provides an example of a use-case specification for capturing solution capabilities and behavior in supporting tasks performed by an actor.
- Test Case Templates14.50 KBDOWNLOAD HERE | 1164
A good Test Case template maintains test artifact consistency for the test team and makes it easy for all stakeholders to understand the test cases. Attached to this spreadsheet are test case templates containing an organized list of test cases for different test scenarios, that check whether or not the software has the intended functionality.
- Solution Vision Document175.50 KBDOWNLOAD HERE | 702This document aligns with the Project Vision Document, and it describes stakeholders within the target audience along with their roles using a RACI matrix. Use this template as a guide to present the proposed solution, the expected benefits, solution scope, and its key capabilities.
- Requirements Traceability Matrix53.00 KBDOWNLOAD HERE | 988Requirement Traceability Matrix (RTM) is a document that maps and traces user requirements with test cases. It captures all requirements proposed by the client and requirement traceability in a single document, delivered at the conclusion of the Software development life cycle
- Non Functional Requirements197.00 KBDOWNLOAD HERE | 704Non Functional Requirement is one of the two groups of solution requirements that describe the specific characteristics that a product must have to meet the needs of the stakeholders and the business itself. The Non Functional Requirements define how the system should perform, describe how the product works, define product properties, focus on user expectations.
- Interface Specification195.50 KBDOWNLOAD HERE | 628It captures the details of the software user interface into a written document. The specification covers all possible actions that an end user may perform and all visual, auditory and other interaction elements. This is the document template to be used for writing the Interface Specification for the development of a business service.
- Comprehensive Strategy Analysis Workbook SAMs Strategy Model4.96 MBDOWNLOAD HERE | 694
Comprehensive Strategy analysis is a process that is vital to formulate strategic planning for decision making and smooth working of an organization. The purpose of this spreadsheet is to provide a model to help investigate how an organization can generate returns in excess of the organization's opportunity costs by engaging in a more effective corporate and competitive strategy; think, plan, act.
- Business Model Forecast248.00 KBDOWNLOAD HERE | 696
The attached template is a free and easy financial forecast tool that will help you document, project, and manage your cash flow. It is crucial to making informed decisions and a required part of your business plan if you want to attract investors.
- Business Requirements173.00 KBDOWNLOAD HERE | 1088
Business Requirements is a highly detailed, and important document relating to a business project. The attached template is intended to help Business Analysts explore all the necessary basis and aspects of a business project to remove ambiguity associated with the project work.
- Business-Case62.47 KBDOWNLOAD HERE | 830
The Business Case aims at showing justification for embarking on a project or task. Attached is a Business Case Template containing content guidelines that have been extensively broken down with explanations to guide your project execution.
- Business-Analysis-Plan60.20 KBDOWNLOAD HERE | 946
A Business Analysis work plan is a subset of the project management plan, and it determines the activities needed to complete a business analysis effort for a project. The attached template allows you to break down your work into project objectives, framework, project background, etc and is intended to help BAs in developing and defining the business analysis efforts and approach for both the overall project, as well as for each stage or phase.