Business Analysis Toolkit

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Does the organization have a documented target (or future state) enterprise architecture that provides the overall business and IT context? The Business Analysis Toolkit addresses common challenges with best-practice templates, step-by-step work plans and maturity diagnostics for any Business Analysis wanting to improve the organizations strategic planning and policy.

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

Using the toolkit effectively will save you and your staff many hours of R&D time in writing the questions and templates to obtain the results needed to analyse the data collected.

 

DO YOU HAVE THE TIME TO WASTE? THIS TOOLKIT WILL SAVE YOU TIME AND MONEY.

 

STEP 1: Get your bearings

Start with...

  • The latest quick edition of the Business Analysis Self Assessment Toolkit containing 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 Dashboard to get familiar with results generation

Then find your goals...


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

Featuring 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.

10 examples of the standard requirements:

  1. Which is an implicit input to all tasks in all other knowledge areas after it is delivered as part of activities in Business Analysis Planning and Monitoring Knowledge Area?

  2. What plan includes the description of the scope of work, the deliverable Work Breakdown Structure, the activity list, and estimates for the business analysis activities?

  3. Why, therefore, would values that reflect a rejected alternative either be the most relevant to disclose or provide the most appropriate basis for measuring performance?

  4. Is the data fully integrated and reconciled through an understanding of the audit trail to enable complete business analysis without the need to manage data silos?

  5. What business analysis element tries to identify as many potential options as possible to meet the business objectives and fill identified gaps in capabilities?

  6. Which stakeholder must approve the business analysis approach to ensure that the business analysis approach is compatible with the other project activities?

  7. Is the planning scheme the most appropriate means of controlling the issue or can other existing regulatory or process mechanisms deal with the issue?

  8. Which conduct stakeholder analysis technique identifies stakeholder roles that may serve as a useful starting point for identifying actors and roles?

  9. Which type of business analysis approach has the most business analysis work at the beginning of the project or during the start of a project phase?

  10. Does your organization have an established data governance body with well-defined roles and responsibilities to support data governance activities?


Complete the self assessment, on your own or with a team in a workshop setting.

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 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 implementation resources:

  • Step-by-step Business Analysis Project Management Form Templates covering the Business Analysis project requirements and success criteria:

Examples; 10 of the check box criteria:

  1. Team Performance Assessment: To what degree can all members engage in open and interactive considerations?

  2. Team Member Performance Assessment: What happens if a team member receives a Rating of Unsatisfactory?

  3. Activity Cost Estimates: What is the Business Analysis projects sustainability strategy that will ensure Business Analysis project results will endure or be sustained?

  4. Team Member Performance Assessment: How are performance measures and associated incentives developed?

  5. Procurement Audit: Has management taken the necessary steps to ensure that relevant control systems are always up to date?

  6. Closing Process Group: Were the outcomes different from the already stated planned?

  7. Activity Attributes: Have you identified the Activity Leveling Priority code value on each activity?

  8. Project Charter: How will you learn more about the process or system you are trying to improve?

  9. Activity Duration Estimates: Why is there a growing trend in outsourcing, especially in the government?

  10. Requirements Traceability Matrix: Describe the process for approving requirements so they can be added to the traceability matrix and Business Analysis project work can be performed. Will the Business Analysis project requirements become approved in writing?

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

1.0 Initiating Process Group:

  • 1.1 Business Analysis project Charter
  • 1.2 Stakeholder Register
  • 1.3 Stakeholder Analysis Matrix


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

 

Results

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.