Business Analysis Toolkit

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Lead the identification and implementation of Project Management and Business Analysis processes, methods, tools, guidelines and standards in order to support all Project Teams and stakeholders to ensure high probability of successful project delivery.

More Uses of thE Business Analysis Toolkit:

  • Arrange that your corporation maintains optimal Enterprise Architecture alignment with Solution Architecture, technical leads, Business Analysis, infrastructure, and PMO roles.

  • Provide Thought Leadership, perform Business Analysis, and support execution of high impact strategic projects and mission critical initiatives as part of the CRO leadership team.

  • Devise: interface with thE Business Analysis and Quality Assurance teams to ensure accurate delivery of project requirements and compliance with standards, Code Quality and accepted conventions.

  • Be accountable for creating a detailed Business Analysis (using Business Analysis tools), outlining problems, opportunities and solutions and reporting back to stakeholders in a cohesive manner.

  • Collaborate in the planning, design, configuration, development, testing, and deployment of new features, functions, modules, applications, and enhancements.

  • Manage work with cost center owners to develop and maintain rolling monthly and annual forecasts and understand sources of variances and uncertainty.

  • Collaborate with Project Team to analyze and evaluate solution options taking into consideration business, technical and security requirements and cost and benefits associated with each solution option.

  • Ensure you challenge; lead Business Analysis defining needs and recommending solutions that deliver value to Process Improvement, Communication Management, Strategic Planning, and Policy Development.

  • Coordinate: team metrics and Business Analysis analysis of team Performance Metrics, review of departmental business trends and identification of areas of improvement.

  • Manage work with your internal clients to conduct Business Analysis and requirement gathering to advise best business practices through implementation of Office 365 solutions.

  • Have progressing skills in Business Analysis, Business knowledge, Business Change Management, Functional Architecture Design and Project Financials, KPIs and Reporting.

  • Ensure your venture participates in the development of annual budgets, budget tracking, Business Analysis, operating plan, market Sales Forecasts, quarterly updates, etc.

  • Apply networked knowledge (connecting and collecting knowledge) creation concept to Knowledge Management with the focus on connecting people, sharing capabilities and creating new knowledge.

  • Perform Business Analysis, system improvement and consulting, and lead Project Management while working on diverse projects that span multiple domains.

  • Ensure you foster; lead efforts to design, develop and implement databases enhancement to improve efficiency and streamline the use for analytics, Business Analysis and Data Governance.

  • ProvidE Business Analysis and develop ETL code and scripting to meet all Technical Specifications and Business Requirements according to the established designs.

  • Provide client interface and consulting support to delivery and Engineering teams on Business Analysis, technology approach, solutions, Project Management process and client engagement to drive delivery success.

  • Ensure you assess; build one or more core capabilities (Business Analysis, Project Management, Application Development, Web Development, Enterprise Architecture, Quality Assurance, infrastructure engineering).

  • Establish that your group complies; directs, plans, and controls all activities and staff of your organization analysis area and has full management responsibility for performance and development of subordinate staff in accordance with corporate strategic directions.

  • Manage work with corporate department leads to establish department budgets and quarterly forecasts for expenses, capital spending and headcount.

  • Promote a culture of innovation through openness to new ideas and the incorporation of User Feedback into the Software Development process.

  • Establish that your planning supports and participates in Continuous Improvement activities that positively affect processes and products to increase the overall Hexagon business.

  • Be accountable for working closely with Product Design, Business Analysis, Systems Analysis, Quality Assurance and Customer Support to help assess, enhance, maintain and support software solutions to business problems.

  • Manage and plan thE Business Analysis information elicitation efforts, as conducting Stakeholder Analysis, planning elicitation and collaboration tasks, and creating Business Analysis schedules and timelines.

  • Achieve financial goals through effectivE Business Analysis, Financial Planning, Cost Management, and execution of earnings driven initiatives.

  • Create specifications for reports and analysis ensuring that the analytical capabilities meet existing and new Business Needs while applying the appropriatE Business Analysis and Project Management skills.

  • Provide skill in applying system and Business Analysis principles and techniques, enterprise IT Architecture, Change Management principles, and new IT technologies.

  • Ensure your design complies; partners with multiple clients through a combination of internal and external Relationship Management, applied Business Analysis and Project Management.

  • Manage work with thE Business Analysis and Finance team to measure and analyze sales impact, wholesaler execution and the profitability/ROI of marketing expenditures.

  • Ensure you oversee; lead Business Analysis Information Management lead others in developing effective approaches for managing lead Business Analysis information.


Save time, empower your teams and effectively upgrade your processes with access to this practical Business Analysis Toolkit and guide. Address common challenges with best-practice templates, step-by-step Work Plans and maturity diagnostics for any Business Analysis related project.

Download the Toolkit and in Three Steps you will be guided from idea to implementation results.

The Toolkit contains the following practical and powerful enablers with new and updated Business Analysis specific requirements:

STEP 1: Get your bearings

Start with...

  • The latest quick edition of thE Business Analysis Self Assessment book in PDF containing 49 requirements to perform a quickscan, get an overview and share with stakeholders.

Organized in a Data Driven improvement cycle RDMAICS (Recognize, Define, Measure, Analyze, Improve, Control and Sustain), check the…

  • Example pre-filled Self-Assessment Excel Dashboard to get familiar with results generation

Then find your goals...

STEP 2: Set concrete goals, tasks, dates and numbers you can track

Featuring 999 new and updated case-based questions, organized into seven core areas of Process Design, this Self-Assessment will help you identify areas in which Business Analysis improvements can be made.

Examples; 10 of the 999 standard requirements:

  1. How do you improve your likelihood of success?

  2. Who approved thE Business Analysis scope?

  3. Are your responses positive or negative?

  4. What is a worst-case scenario for losses?

  5. What is your formula for success in Business Analysis?

  6. What are the key enablers to make this Business Analysis move?

  7. Where do you need Business Analysis improvement?

  8. Is it clearly defined in and to your organization what you do?

  9. Who qualifies to gain access to data?

  10. What are your Business Analysis processes?

Complete the self assessment, on your own or with a team in a workshop setting. Use the workbook together with the self assessment requirements spreadsheet:

  • The workbook is the latest in-depth complete edition of thE Business Analysis book in PDF containing 994 requirements, which criteria correspond to the criteria in...

Your Business Analysis self-assessment dashboard which gives you your dynamically prioritized projects-ready tool and shows your organization exactly what to do next:

  • The Self-Assessment Excel Dashboard; with thE Business Analysis Self-Assessment and Scorecard you will develop a clear picture of which Business Analysis areas need attention, which requirements you should focus on and who will be responsible for them:

    • Shows your organization instant insight in areas for improvement: Auto generates reports, radar chart for maturity assessment, insights per process and participant and bespoke, ready to use, RACI Matrix
    • Gives you a professional Dashboard to guide and perform a thorough Business Analysis Self-Assessment
    • Is secure: Ensures offline Data Protection of your Self-Assessment results
    • Dynamically prioritized projects-ready RACI Matrix shows your organization exactly what to do next:


STEP 3: Implement, Track, follow up and revise strategy

The outcomes of STEP 2, the self assessment, are the inputs for STEP 3; Start and managE Business Analysis projects with the 62 implementation resources:

  • 62 step-by-step Business Analysis Project Management Form Templates covering over 1500 Business Analysis project requirements and success criteria:

Examples; 10 of the check box criteria:

  1. Cost Management Plan: Eac -estimate at completion, what is the total job expected to cost?

  2. Activity Cost Estimates: In which phase of the Acquisition Process cycle does source qualifications reside?

  3. Project Scope Statement: Will all Business Analysis project issues be unconditionally tracked through the Issue Resolution process?

  4. Closing Process Group: Did thE Business Analysis Project Team have enough people to execute thE Business Analysis project plan?

  5. Source Selection Criteria: What are the guidelines regarding award without considerations?

  6. Scope Management Plan: Are Corrective Actions taken when actual results are substantially different from detailed Business Analysis project plan (variances)?

  7. Initiating Process Group: During which stage of Risk planning are risks prioritized based on probability and impact?

  8. Cost Management Plan: Is your organization certified as a supplier, wholesaler, regular dealer, or manufacturer of corresponding products/supplies?

  9. Procurement Audit: Was a formal review of tenders received undertaken?

  10. Activity Cost Estimates: What procedures are put in place regarding bidding and cost comparisons, if any?

Step-by-step and completE Business Analysis Project Management Forms and Templates including check box criteria and templates.

1.0 Initiating Process Group:

2.0 Planning Process Group:

  • 2.1 Business Analysis Project Management Plan
  • 2.2 Scope Management Plan
  • 2.3 Requirements Management Plan
  • 2.4 Requirements Documentation
  • 2.5 Requirements Traceability Matrix
  • 2.6 Business Analysis project Scope Statement
  • 2.7 Assumption and Constraint Log
  • 2.8 Work Breakdown Structure
  • 2.9 WBS Dictionary
  • 2.10 Schedule Management Plan
  • 2.11 Activity List
  • 2.12 Activity Attributes
  • 2.13 Milestone List
  • 2.14 Network Diagram
  • 2.15 Activity Resource Requirements
  • 2.16 Resource Breakdown Structure
  • 2.17 Activity Duration Estimates
  • 2.18 Duration Estimating Worksheet
  • 2.19 Business Analysis project Schedule
  • 2.20 Cost Management Plan
  • 2.21 Activity Cost Estimates
  • 2.22 Cost Estimating Worksheet
  • 2.23 Cost Baseline
  • 2.24 Quality Management Plan
  • 2.25 Quality Metrics
  • 2.26 Process Improvement Plan
  • 2.27 Responsibility Assignment Matrix
  • 2.28 Roles and Responsibilities
  • 2.29 Human Resource Management Plan
  • 2.30 Communications Management Plan
  • 2.31 Risk Management Plan
  • 2.32 Risk Register
  • 2.33 Probability and Impact Assessment
  • 2.34 Probability and Impact Matrix
  • 2.35 Risk Data Sheet
  • 2.36 Procurement Management Plan
  • 2.37 Source Selection Criteria
  • 2.38 Stakeholder Management Plan
  • 2.39 Change Management Plan

3.0 Executing Process Group:

  • 3.1 Team Member Status Report
  • 3.2 Change Request
  • 3.3 Change Log
  • 3.4 Decision Log
  • 3.5 Quality Audit
  • 3.6 Team Directory
  • 3.7 Team Operating Agreement
  • 3.8 Team Performance Assessment
  • 3.9 Team Member Performance Assessment
  • 3.10 Issue Log

4.0 Monitoring and Controlling Process Group:

  • 4.1 Business Analysis project Performance Report
  • 4.2 Variance Analysis
  • 4.3 Earned Value Status
  • 4.4 Risk Audit
  • 4.5 Contractor Status Report
  • 4.6 Formal Acceptance

5.0 Closing Process Group:

  • 5.1 Procurement Audit
  • 5.2 Contract Close-Out
  • 5.3 Business Analysis project or Phase Close-Out
  • 5.4 Lessons Learned



With this Three Step process you will have all the tools you need for any Business Analysis project with this in-depth Business Analysis Toolkit.

In using the Toolkit you will be better able to:

  • DiagnosE Business Analysis projects, initiatives, organizations, businesses and processes using accepted diagnostic standards and practices
  • Implement evidence-based Best Practice strategies aligned with overall goals
  • Integrate recent advances in Business Analysis and put Process Design strategies into practice according to Best Practice guidelines

Defining, designing, creating, and implementing a process to solve a business challenge or meet a business objective is the most valuable role; In EVERY company, organization and department.

Unless you are talking a one-time, single-use project within a business, there should be a process. Whether that process is managed and implemented by humans, AI, or a combination of the two, it needs to be designed by someone with a complex enough perspective to ask the right questions. Someone capable of asking the right questions and step back and say, 'What are we really trying to accomplish here? And is there a different way to look at it?'

This Toolkit empowers people to do just that - whether their title is entrepreneur, manager, consultant, (Vice-)President, CxO etc... - they are the people who rule the future. They are the person who asks the right questions to makE Business Analysis investments work better.

This Business Analysis All-Inclusive Toolkit enables You to be that person.


Includes lifetime updates

Every self assessment comes with Lifetime Updates and Lifetime Free Updated Books. Lifetime Updates is an industry-first feature which allows you to receive verified self assessment updates, ensuring you always have the most accurate information at your fingertips.