Six business analysis templates and the case that fills them
Stakeholder map, as-is and to-be process, requirements register, business rules, review log, one-page decision summary. Blank, then filled in one worked case. Every number in the case carries a tag saying where it came from. Read every page here, or get the set as one PDF.
These are the documents I would hand a junior analyst in their first week, plus the standard I hold my own work to. Nothing enters the worked case, the stakeholder map, the process, the requirements register or the rule register without a tag saying where it came from: not a stakeholder claim, not a process timing, not a rule, not an acceptance criterion. A fact with no tag is a fact nobody can check, and a document built out of those is exactly what this pack exists to replace. The seven tags, on one page.
The six templates, in the order the case fills them
Stakeholder map
Twelve boxes copied off an org chart takes ten minutes and proves nothing; six rows with a decision right and a source behind each one take an afternoon and are hard to fake.
Open the template →As-is and to-be process
A diagram drawn first becomes a picture of what you assumed, and it is hard to argue with a picture, which is exactly the problem.
Open the template →Requirements register with acceptance criteria
A register that nobody can test is the whole document failing quietly, because the failure only shows up weeks later, in a sprint review, when two people disagree about whether something is done.
Open the template →Business rule register
A register is the one artifact whose entries get quoted years later by people who never met you. An untagged rule is a rumour with a number.
Open the template →Review log
Keep at least one row where you held your ground. A log where every objection was accepted says you have no position, which is a worse signal than being wrong once.
Open the template →One-page decision summary
Written last, read first, and in a lot of cases read instead of everything else. When it does not fit on one page, you cut the content, not the font.
Open the template →The worked case
Worked case: returns and refunds at a mid-size online retailer
Damaged-delivery refunds, from evidence upload to refund decision. About thirteen hours over four evenings and one Saturday. Public sources only: no client, no NDA, no internal data, and the retailer is not named on purpose. Section 1 is the brief, which is the part most people skip.
Read the case →Grade it before a reviewer does
Twenty-five yes-or-no checks across the six artifacts, and each template page lists the ones that apply to it. The scorecard is free and needs no email.
Get the whole set as one PDF
Six templates and the worked case in one file, for an email address. Everything in it is also on this site; the file is for keeping. The scorecard is a separate file and needs no email.
Send it to meUse anything here in your own job applications and at work, including commercially. Do not resell it as your own product.