You’ve finished the free Introduction to Business Analysis course. The free template library gives you the 15 commodity documents every BA site hands out — RAID log, business requirements document, risk register. This is different: 175 practitioner-level frameworks covering the full BA lifecycle — strategy, requirements, process design, data, agile delivery, vendor management, testing, change management, and project governance — none of them duplicated in the free library.

What’s included — and in what order to use them

1. Discovery & framing: Business Model Canvas, Value Proposition Canvas, Porter’s Five Forces, PESTLE Analysis, Value Chain Analysis, Competitive Intelligence Matrix, Business Case Template, Cost-Benefit Analysis Template, Solution Vision Document — understand the competitive and business context, and build the case for change, before you write anything down.
2. Getting the requirements right: Requirements Workshop Agenda, Glossary of Terms, Influence Mapping Canvas, Requirements Traceability Matrix, Requirements Elicitation Interview Guide, Acceptance Criteria Template, Requirements Baseline Register, Requirements Change Log, Requirements Review Checklist, Requirements Sign-off Sheet — run a productive workshop and write requirements that survive contact with delivery.
3. Understanding the current state: Swim Lane Process Map, Data Flow Diagram, Entity Relationship Diagram, As-Is / To-Be Process Comparison, Business Capability Map, Service Blueprint Template, Value Stream Map, End-to-End Process Overview, Process Model & Workflow Template — map what’s actually happening before you propose changing it.
4. Diagnosing & prioritising problems: Fishbone (Ishikawa) Diagram, Requirements Prioritisation Grid, Root Cause Analysis (5 Whys), Kano Model Prioritisation Template, Gap Analysis, 7 Wastes Log, Process Risk Assessment — find the real cause, then decide what actually matters.
5. Understanding the people: User Persona, Empathy Map, Customer Journey Map, Jobs to be Done, Change Impact Assessment Heat Map — keep the humans at the centre of the solution.
6. Data & systems: Data Dictionary, Business Rules Catalogue, Functional Requirements Specification, Interface Requirements Specification, Data Migration Plan, Data Quality Assessment, Data Governance Checklist, Data Lineage Map, Metadata Register, Master Data Management, Decision Table, Decision Tree, State Transition Diagram, System Context Diagram — the technical detail a delivery team actually needs.
7. Agile delivery at scale: Epic Template, Feature Roadmap, Release Plan, PI Planning Template, Sprint Planning, Sprint Retrospective, Story Decomposition, Agile Team Charter, Agile Metrics Dashboard, Velocity Tracker, Burn-Down Chart, Definition of Ready — run agile delivery beyond a single team’s backlog.
8. Testing & quality: Test Strategy, Test Case Template, Performance Test Plan, Regression Test Matrix, Exploratory Testing Charter, Quality Gate Checklist, Test Summary Report, Bug Triage Matrix, Accessibility Test Checklist, Usability Test Plan, A/B Test Plan — own quality from strategy through sign-off.
9. Vendor & solution selection: Vendor Evaluation Scorecard, Vendor RFP Template, Vendor Comparison Matrix, Statement of Work, Third-Party Risk Assessment, Vendor Onboarding Checklist, SLA Monitoring Dashboard, Supplier Performance Scorecard — run a fair, defensible vendor selection and manage the relationship afterward.
10. Change management: Change Management Plan, Training Needs Analysis, Organisational Readiness Assessment, Change Adoption Tracker, Change Resistance Heatmap, Change Sponsor Action Plan, Stakeholder Sentiment Tracker — the human side of making a change stick.
11. Governance & tracking: Decision Log & Decision Rights Matrix, Assumptions & Constraints Log, Compliance & Regulatory Requirements Checklist, Balanced Scorecard Template, Project Roadmap, Budget Tracker, Milestone Tracker, Dependency Register, Steering Committee Report — keep decisions, risk, and performance visible throughout delivery.
12. Delivery hygiene & closeout: Meeting Notes & Action Log, Definition of Done, Post-Implementation Review Template, Lessons Learned Register, Project Closure Report, Go-Live Readiness Checklist, Hypercare Support Log — the unglamorous documents that keep a project honest and improve the next one.

Why this exists

The jump from the free course to the full CBBA certification ($349 NZD, 6 weeks, graded assignments) is a big one. This pack is a smaller, immediate way to get real, practitioner-level tools in your hands today — and everything in it is included in CBBA too, so nothing is wasted if you go on to enrol.

Format

175 Excel (.xlsx) templates — a starter ZIP of 15 plus 160 additional templates available as individual downloads, all delivered instantly after purchase. Lifetime access — download again any time.