Having a set of business analysis templates / business analyst templates and work aids will help a business analyst as they develop in their business analysis careers and enable you to understand the documents created by business analysts and overcome common challenges faced by business analyst.
Sometimes you maybe in an organisation which is still maturing in business analysis best practices and having a set of templates is not readily available for the types of projects that you work on or cover the business analysis techniques that you would like to do on a project.
Rather than create business analysis templates from scratch, it is sometimes a lot easier, if you have templates to hand, that you can use and save time and focus more on the business analysis work that you undertaking. The business document templates will also help you to understand what business analyst documents that business analyst produce during projects.
Having a set of business analysis templates will also provide an opportunity to learn what is expected for each section of the document and understand what key questions to ask and raise the quality of your business analysis work. It will also provide you the knowledge to understand the documents prepared by business analyst.
Having a set of templates also provides you with an opportunity to see business analyst work samples / examples from business analyst best practices to compare against the work that you are currently doing and learning where you can improve.
As a business analyst sometimes working on busy projects there are enough difficulties in getting the actual work done. So having a set of business analysis templates will save you time and effort by having a business analyst documents list that can be used on projects.
Below are some of the best business analysis document templates to help you on projects, including a selection of business analyst templates free to download.
Most of these business analysis template are either in Word or Excel format to make it easier for you to use and edit for your projects and work.
Also the Word and Excel business analysis templates are fully annotated, so you can review them for ideas and copy and paste what you need into your pre-existing template documents created by business analysts.
So when you start your next project having exposure to these business analysis templates will provide you with the confidence to plan your business analysis approach and plan business analysis activities. You will be able to confidently demonstrate your business analysis approach with industry awareness (by using the business analysis templates and business analyst documents) to those around you on your business analysis projects.
Table of Contents
Free Business Analysis Templates
Business Process Template
The free Bridging the Gap Business Process Template
will support you in finding opportunities to improve business operations; understand the root cause of a business problem and analyse a new business domain.
Defining business processes is an important key technique for a business analyst and the business process template will help ensure that you are capturing the right information when you are conducting business process management activities.
The business process documentation template is a very popular template and is a key business analyst document.
Use Case Template
The free Bridging the Gap Use Case Template will help you ask the right questions and capture the functional requirements about the software. Use cases are a type of requirements specification that captures exactly how a user will interact with a software system to achieve a specific goal. Team members such as software engineers find them easy to work from; testers feel use cases contain the exact information they need to create test cases. Business stakeholders can be educated on the key concepts and can quickly understand the software requirements that you write.
Business Analysis Templates
Business Analyst Template Toolkit
The Bridging the Gap Business Analyst Template Toolkit will enable a lot of time to be saved by using annotated templates which cover common business analysis scenarios. It does not matter whether you are a new business analyst, an aspiring business analyst, or a seasoned business analyst looking to streamline your documentation, you’ll find templates to start with and work samples to model in this unique business analyst toolkit.
The business analyst template toolkit includes the following templates that will help business analysts working on business analysis activities on projects and understand documents prepared by a business analyst:
- Business Process Document (Word)
- Change Request (Word)
- Data Feed Specification (Word)
- Glossary Template (Word and Excel)
- Issues List (Excel)
- Meeting Agenda (Word)
- Meeting Notes (Word)
- Requirements Development Plan (Word)
- Scope Statement (Word)
- Use Case Template (Word and Excel)
- Use Case List (Excel)
- User Interface Specification (Word)
The business process documentation template is extremely useful and includes sections for entry and exit criteria, workflow diagram, activity descriptions, exceptions, business rules, inputs and outputs, roles and responsibilities and metrics.
So, the business process documentation template will help ensure that you are cover the key documentation points to document business processes.
Email Communication Templates
The Bridging the Gap Email Communication Templates lot of time can be be saved writing professional emails with 32 simple, copy-and-paste templates specifically for business analysts. What’s more, the approach incorporated into the templates will ensure you are using email in the most effective way.
These business email templates which cover the types of emails that you will typically send in your business analysis engagements and projects will definitely save you some time to ensure that the emails are professional and cover the key points.
Starting your business analysis engagement and projects with authority and clarity of understanding with stakeholders will provide the right level of professionalism.
Of particular usefulness in this bundle is the email template that kicks off the business analysis efforts.
The business analysis email template covers key points such as tailoring the template to include the business problem or opportunity, identifying the sponsor of the project, including the engagement and project brief and goals.
Introducing your role and responsibilities so that stakeholders are clear and listing the relevant business analysis activities that you will undertake such as planning requirements discovery sessions and documenting requirements to be sure that you clearly capture business needs and desired capabilities of the new solution.
Working with the technology to ensure that requirements are feasible within the project constraints, and answer any questions they have.
The template is configurable so that right business activities can be included depending upon the context.
The email communications pack includes a weekly status report template. The template is very useful when you are assigned to a high profile project and working to tight deadlines; or during your first few months in a new role.
Visual Model Sample Pack
The Bridging the Gap Visual Model Sample Pack contains 22 real-world visual model case studies that cover everything from unified modelling language (UML) diagrams to whiteboard drawings shared from the files of a working business analyst.
The visual model sample pack includes the following templates that will help business analysts working on business analysis activities on projects and understand documents created by business analyst:
- Activity Diagram
- Business Domain Model
- Competitive Comparison Matrix
- Data Flow Diagram
- Data Matrix
- Evaluation Criteria and Recommendation Summary
- Feature Brainstorming Mind Map
- Feature Matrix
- Feature Prioritisation and Stakeholder Matrix
- Feature Roadmap
- Navigation Map
- Organisational Chart
- Performance Report
- Process Flow Diagram
- Process Improvement Progress Report
- Scope Model
- Stakeholder Map
- SWOT Analysis and Opportunity Analysis
- System Architecture Diagram
- System Context Diagram
- Use Case Diagram
- User Interface Wireframe
The system context diagram business analysis template will help you to show how one system interfaces with other systems. Essentially, it puts a primary system in context with other systems.
The evaluation criteria and recommendation business analysis template, will help you to list the specific ways that a potential solution will be evaluated to determine if it is desirable or acceptable to stakeholders.
The recommendation summary will provide the supporting detail to back up a recommendation, ideally made based on previously agreed to evaluation criteria.
The process improvement progress report business analysis template visually shows improvements made to a business or technical process as the result of finishing or making progress against a project.
The data matrix business analysis template will help you to identify the data or information a system needs to be able to store, maintain, or provide access to. The data matrix is typically presented as a diagram, along with appropriate textual descriptions or matrices.
Requirements Discovery Checklist Pack
The Bridging the Gap Requirements Discovery Checklist Pack will make requirements discovery easy with checklists that cover the best business analysis questions to ask. The checklist pack contains over 700 categorised and cross-referenced questions so you can prepare for your next elicitation session with a sense of ease and confidence.
The requirements discovery checklist pack business analysis templates also includes a useful requirements discovery checklist guide book.
The guide book will help you get the most out of your investment in the
business analyst requirements gathering template discovery checklist pack. It will walk you through what’s included in the pack and how you can use it to become more effective at discovering requirements.
Project Prioritisation Organiser
The Bridging the Gap Project Prioritisation Organiser will help turn barely managed chaos into a nice, neat list of clearly prioritised projects. With the organiser you will receive a full set of customisable templates and processes to help your organisation get organisational buy-in on clear priorities for more focused delivery.
Get Bundle of Business Analysis Templates
The Bridging the Gap Bundle of Templates contains the following templates to understand business analyst documents and overcome common challenges faced by business analyst by having a full business analyst documents list :
- Business analyst template toolkit;
- Email communication templates;
- Visual model sample pack;
- Requirements discovery checklist pack;
- Project prioritisation organiser.
Business Analysis & Agile Templates
The following template packages are suited if your looking for agile supporting templates in addition to business analysis templates.
50 Project Templates | Business Analysis, Agile & Project Management
Business Analysis Excellence provides a 50 project template bundle for business analysis and project management and is a great way to learn new techniques.
The bundle includes:
- NOTION project template dashboard where everything is kept accessible from a central place.
- Downloadable files instantly to help you and save hours of time preparing documents, diagrams and running workshops.
- Many templates are also available as Miro Boards – so online collaboration becomes easier.
- Project management, business analysis and product ownership templates.
- Relevant for agile and waterfall based projects.
The pack is useful if your looking for a business analysis approach template, business analysis workshop templates.
This 50 project templates bundle includes the following templates:
- Project Brief
- Business Project Roadmap
- Work Breakdown Structure
- Stakeholder Matrix
- RACI Matrix
- Risk Register
- Issues Register
- Decision Register
- Cost / Benefit Analysis
- Weighted Decision Matrix
- Matrix Organisational Chart
- Agile Project Charter
- Agile Team Charter
- Agile Burn down Chart
- Agile Product Backlog
- Personas
- Customer Journey Map
- User Empathy Map
- Retrospectives 3 for 1
- Retrospectives Find Your Focus
- Retrospective Norman Kerth’s 4 Key Questions.
- Retrospective Divide the Dollar
- Retrospective Plus and Delta
- Business Analysis Approach
- Requirements Specification
- Use Case Descriptions
- Use Case Diagrams
- User Stories
- Non-functional Requirements
- Process Flow Diagram
- Data Flow Diagram L1
- Data Dictionary
- Requirements Traceability Matrix
- Cause & Effect Diagram
- Functional Decomposition Diagram
- SWOT Analysis
- PESTLE Analysis
- Porter’s Five Forces Analysis
- Business Model Canvas
- Mind Map
- Six Thinking Hats
- Balance Score Card
- Workshop Plan
- Workshop Agenda
- Workshop Actions Sheet
- Workshop Invitation Email
- Workshop Thank You Email
- Meeting Agenda
- Meeting Minutes
- 4MAT Communications Framework
Business Analysis, Agile Templates and Elicitation Questions Package
The Business Analysis Doctor provides a useful range of waterfall and agile BA templates and checklists – requirements elicitation questions list.
This waterfall and agile BA package includes templates for over 20 of the most common and frequently used business analysis deliverables in both waterfall and agile environments. The templates are organised by the business analysis domain (knowledge area) in which they would be used.
The waterfall and agile BA package also includes a description of each deliverable, samples, and instructions.
- Business Analysis and Elicitation Activity Plan Templates
- Requirements Elicitation Questions List (60+ questions)
- Business Requirements Document (BRD)
- Traceability and Test Case Matrix and Prioritisation Matrix
- Change Control Form and Risk Register
- Business Case, Gap Analysis, and Implementation Plan
- Use Case Description Specification
- Software Requirements Specification (SRS)
- Requirements Verification Checklist
- Solution Performance Evaluation Plan
- Requirements Workshop Agenda Template
- Agile – User Story Builder
- Agile – Story Splitting Checklist
- Agile – Daily Standup Checklist
- Agile – Iteration/Sprint Review Checklist
- Agile – Retrospective Checklist