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Essential Business Analysis Templates

This document provides a list of 23 business analysis templates with comments on their mandatory or good-to-have status. Templates like the action, issue, risk tracker; meeting minutes; requirements traceability matrix; functional and technical specifications; test plan; and change control register are considered mandatory. Templates for documentation plans, vision/scope reports, stakeholder lists, and lessons learned are considered good to have. Some templates like process maps and sign-off templates are considered not needed.

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Sunil Benedict
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249 views2 pages

Essential Business Analysis Templates

This document provides a list of 23 business analysis templates with comments on their mandatory or good-to-have status. Templates like the action, issue, risk tracker; meeting minutes; requirements traceability matrix; functional and technical specifications; test plan; and change control register are considered mandatory. Templates for documentation plans, vision/scope reports, stakeholder lists, and lessons learned are considered good to have. Some templates like process maps and sign-off templates are considered not needed.

Uploaded by

Sunil Benedict
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as XLS, PDF, TXT or read online on Scribd

Business Analysis Templates

Mandatory/Good to
SR No. Templates Comments
have
Either use this template or make an informal list of all docs, which
1 Documentation Plan a BA plans to use/deliver. Provides a useful scope boundary of Good to have
deliverables.

Handy document to list all your stakeholders,. You can also


Project Working Group (incuding stakeholders) List
2 include your stakeholder perception comments in this, but only Mandatory
Template
for internal consumption.
Use for documenting and tracking all actions, issues and risk in
3 Action, Issue, Risk Item tracker Mandatory
project.
4 Meeting Minutes Template (MOM) For documenting and sharing the minutes with particpants Mandatory
Not required - Use organization specific status reporting
5 Project Status Update Template templates. In case client requires specific template to be used, Not Needed
follow that for reporting to client.

-Vision and scope report shall be maintained seperately.


- It is a very useful interim document for stakeholder
consumption before delivering final BRD.
6 Vision and Scope Report Good to have
- Include Project governance framework, if developed by then and
BA is perfomring the role of PM also or if assisitng PM in project
management.

7A Requirements Work Plan Good starting docuemnt to plan whole Business Analysis Good to have
7B Work Break Down Structure(WBS) Use ESI template Mandatory

8 Analyst Risk Checklist Not required for general project. Preferred for big project Good to have
involving multipe internal and external parties/vendors.
Not required - Covered as System flow/process flow diagram in
9 Process Maps Template Not Needed
the BRD
Business Requirement Document(BRD) - General
10A Main deliverable of Business Analysis Mandatory
business anlaysis and IT automation
Business Requirement Document(BRD) - New
10B Mandatory
Business Roll out BRD
Business Requirement Document(BRD) - Transition
10C Mandatory
Project BRD
11 Review and Comments Log Used for documenting commnets by reviewers Mandatory
12 BRD Sign Off Template Not required (Email Sign-off is sufficient) Not Needed
13 Requirement Traceability Matrix Mandatory
14 Functional Specification Mandatory
15 Technical Specification Mandatory
Can use this template if project is of external party nature and
16 Change Impact Analysis Worksheet Good to have
you have end to end responsibility

If the client is having some other template anmd isists on using


17 Change Request that, evaluate that as well and convey your comparision to the Mandatory
client to help tham making a judicious decision.

18 Test Plan Template Mandatory


19 UAT Approach Document Mandatory
20 Project Closure Document Mandatory
21 Lessons Learned Document Part of Project Closure document Mandatory
Template Document for establishing standardized interfaces
22 System Interface Document Good to have
between all IT systems
23 Change Control Register Document to list all the change requests and manage them. Mandatory

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