Business Analysis Playbook

Packaged and organized business analysis handouts and templates sufficient to start a BA practice in a company or jump into a new project and start delivering BA artifacts right away.

The templates are simple to use and come with instructions and customization. References to rich additional resources, instructional articles and videos included. 

Content (57 items - LAST ENHANCED IN SEP 2026):

• Agile business analysis (4 handouts and 2 templates for user story catalogue and user story map)
• BA Mindset Poster (English and French)
• BA Techniques, Models, and Diagrams (3 handouts, 3 Excel templates, 5 PPT and 5 Visio templates for process flows as swimlanes and UPN, decision trees, use case diagrams, ⭐ user journey map NEW⭐, SIPOC, and fishbone diagram)
• Business case and initiation (2 templates, 1 handout incl. business case creation and ⭐ Business impact analysis NEW ⭐)
• Career development (2 handouts and a career development plan template)
  
• Data and analytics (5 handouts and 2 templates for data mapping and data dictionary)
• Project management and methodology (2 handouts and 2 templates for issue tracking, prioritization, and project role breakdown)
• Quality Assurance UAT (2 templates - test scenarios and ⭐ test report NEW ⭐)
• Requirements management (5 handouts and 4 templates for BA plan, requirements matrix, RFP requirements, and traceability matrix)
• Stakeholder management and facilitation (2 handouts and 3 templates for stakeholder register, RACI matrix and meeting facilitation template)