Business Analysis Work Plan For (Business Case Title)
Business Analysis Work Plan For (Business Case Title)
for
[BUSINESS CASE TITLE]
Start/end dates:
Planning duration:
Planning costs:
Instructed by:
1.1 Background
Provide an idea of the project proposal; this free format write-up may include:
1. Briefly identified issues and opportunities
2. Supportive information
3. Primary stakeholders; availability/commitment of resources
1.3 Objectives
Articulate the objectives of this document:
1. BA scope of work
2. BA approach; and summary of schedule of work (see item 6) with resources required (see
item 8)
3. Deliverable targets (from BA activities)
Project Sponsor: (may differ from BA sponsor) Project Manager: blank if vacant
2
2.0 Assumptions & Constraints
3.0 Stakeholders
1. Describe how the Stakeholder Register exemplified below will be updated; state if the Register
will continue/expand into the project, or be updated to a separate register of the project
2. Determine how stakeholders should/will interact (provide a RASCI template where necessary)
3
4.0 Business Analysis Approach
4.1 BA Approach
Provide a descriptive approach to business analysis activities. Information may include:
1. Is this BA plan for a new, ongoing or post business case/project?
2. Different phases of BA activities
3. Alignment of BA tasks to project
4. Matters on communication/conflict resolution/succession/etc.
5. How this plan may be maintained
4.2 BA Techniques/Tools
1. State tools and techniques to use; and if you need expert analysts/license for tools etc.
2. Describe how solution/solution options will be conceptualized/determined/planned
3. Identify conflict resolution approach (based on stakeholders/problems, if required)
4.3 BA Roles
1. State scope of authority
2. Define BA roles (e.g., calling to set up appointments, follow up, delegating tasks)
3. Define succession process where applicable (e.g., in event of member resigned/incapacitated)
♰
include additional section/information as required
4
6.0 Business Analysis Work Schedule
6.1 Workflow
1. Indicate tasks processes (e.g., seek appointment, confirm prior to meeting, meet up, follow-up
on meeting with minutes or confirmation, communicate development/pertinent information,
send appreciation note, etc.)
2. Identify contingencies where necessary
3. Include suitable workflow charts and diagrams
♰
include additional section/information as required
7.0 Deliverables
7.1 Presentation
This may include presentation notes, projection decks, summaries and extended information for
restricted distribution/viewing, communication list, etc.
1. For decision body
2. For all other stakeholders (i.e., those in position to recommend/support the proposed project;
there may be different sets as necessary for different stakeholder groups)
7.2 Documentation
Prior to agreed-upon/approved BA artefacts
1. Go/No-Go statement; including all supporting presentation artefacts
2. Requirements traceability, product scope; etc.
3. Documents as required for the project management plan, which include Stakeholder Register,
RASCI/RACI, communication plan, etc.
♰
include additional section/information as required
5
8.0 Resources Required
8.5 Costs
1. Identify and summarize cost estimates for BA work, if applicable
2. Indicate if estimates include for on-project and post-project tasks
9.0 Approval