Business Analyst Toolkit

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Save time, empower your teams and effectively upgrade your processes with access to this practical Business Analyst Toolkit and guide. Address common challenges with best-practice templates, step-by-step work plans and maturity diagnostics for any Business Analyst 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 Analyst specific requirements:


STEP 1: Get your bearings

Start with...

  • The latest quick edition of the Business Analyst 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 995 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 Analyst improvements can be made.

Examples; 10 of the 995 standard requirements:

  1. Has analysis helped to identify the triggers for change (policy issues, market forces) that will make it possible to engage both the public and private sector?

  2. Do you have the structures, procedures, and training in place to recognize and manage an event which threatens your delivery of products or services?

  3. What is business architecture, what problems is it intended to solve, and how does your organization analyst or project manager get started?

  4. What are all the traits of a system that should be included in the requirement specification in order to make it a complete specification?

  5. Are you aware of the workforce challenges facing your industry/business as a result of an ageing population and other demographic issues?

  6. What is the Business Analyst using to define your organization solution, a solution which is void of technical implementation details?

  7. Is there a process in place to determine which IT services and projects are commissioned based upon a solid business case analysis?

  8. What process is used to identify your organizations physical, digital, and human resource, as required in Business Impact Analysis?

  9. Is there an advantage of your rules being able to be created/edited and tested by business analysts rather than programmers?

  10. How is the performance of steps, actors, participating functions, and the process itself measured, and is that appropriate?


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 Analyst book in PDF containing 995 requirements, which criteria correspond to the criteria in...

Your Business Analyst 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 Analyst Self-Assessment and Scorecard you will develop a clear picture of which Business Analyst 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 Analyst 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 Analyst projects with the 62 implementation resources:

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

Examples; 10 of the check box criteria:

  1. Procurement Audit: Are risks in the external environment identified, for example: Budgetary constraints?

  2. WBS Dictionary: Intermediate schedules, as required, which provide a logical sequence from the master schedule to the control account level?

  3. Cost Management Plan: Are Business Analyst project leaders committed to this Business Analyst project full time?

  4. Project Portfolio management: Do you have a risk-based approach to portfolio management?

  5. Procurement Audit: Were standards, certifications and evidence required admissible?

  6. Issue Log: Are the Business Analyst project issues uniquely identified, including to which product they refer?

  7. Team Operating Agreement: Are there more than two functional areas represented by your team?

  8. Quality Management Plan: How do senior leaders create an environment that encourages learning and innovation?

  9. Procurement Audit: Is an appropriated degree of standardization of goods and services respected?

  10. Activity Duration Estimates: How difficult will it be to do specific activities on this Business Analyst project?

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

1.0 Initiating Process Group:

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


2.0 Planning Process Group:

  • 2.1 Business Analyst 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 Analyst 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 Analyst 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 Analyst 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 Analyst 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 Analyst project with this in-depth Business Analyst Toolkit.

In using the Toolkit you will be better able to:

  • Diagnose Business Analyst 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 Analyst 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 Analyst investments work better.

This Business Analyst 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.