Free Business Analysis Plan Template
Business Analysis Plan
Prepared By : |
[Your Name] |
Company : |
[Your Company Name] |
Department : |
[Your Department] |
I. Introduction
Purpose
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The purpose of this Business Analysis Plan is to outline the approach, activities, and deliverables for conducting business analysis within the [Your Company Name]. It aims to ensure a structured and systematic approach to analyzing business needs and proposing effective solutions.
Scope
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The scope of the analysis effort includes a comprehensive review of the specific department or process. This may involve analyzing current business processes, identifying pain points, and proposing improvements to achieve organizational goals.
Objectives:
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Identify business needs, challenges, and opportunities.
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Define clear and actionable requirements for proposed solutions.
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Facilitate decision-making and ensure alignment with strategic objectives.
II. Stakeholder Analysis
Stakeholder Role |
Name |
Responsibilities/Interests |
Influence Level |
---|---|---|---|
Project Sponsor |
John Doe |
Provides funding and strategic direction. |
High |
Project Manager |
Jane Smith |
Oversees project execution and resources. |
Medium |
Business Analyst |
[Your Name] |
Conducts analysis and gathers requirements. |
High |
End Users |
Sales Team, |
Provides feedback on the usability and functionality of |
Medium |
Customer |
proposed solutions. |
-
Stakeholder Analysis: Assess interests, expectations, and influence levels of key stakeholders. Develop strategies for effective communication and engagement to ensure stakeholder buy-in and support.
III. Business Objectives and Goals
Objectives
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Streamline business processes to improve efficiency by 20% within the next fiscal year.
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Enhance customer satisfaction ratings to 90% within the next 12 months.
Goals
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Reduce turnaround time for customer support tickets to less than 24 hours by implementing a new ticketing system.
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Increase monthly sales revenue by 15% through targeted marketing campaigns and product promotions.
IV. Scope and Boundaries
Inclusions
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Analysis of current business processes and workflows across departments.
-
Identification of pain points and areas for improvement through stakeholder consultations and data analysis.
Exclusions
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Detailed technical design and implementation of solutions (covered in separate project plans).
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Assessment of external market factors beyond the organization's control.
V. Business Analysis Approach
Methodologies
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Stakeholder interviews to gather insights and perspectives.
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SWOT analysis to identify strengths, weaknesses, opportunities, and threats.
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Business process modeling to visualize current and future workflows.
Tools
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Microsoft Visio for creating process flow diagrams.
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SurveyMonkey for conducting stakeholder surveys and feedback collection.
VI. Requirements Gathering and Documentation
Process
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Conduct interviews and workshops with key stakeholders to elicit and prioritize requirements.
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Document requirements using standardized templates such as user stories use cases, and functional specifications.
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Validate requirements through reviews and feedback sessions with stakeholders.
Artifacts
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Business Requirements Document (BRD) outlining high-level business needs and functional requirements.
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Use case diagrams to illustrate system interactions and user goals.
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User stories detailing specific user requirements in a concise format.
VII. Communication Plan
Stakeholder Communication
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Monthly project updates to project sponsors and key stakeholders highlighting progress, challenges, and decisions.
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Bi-weekly status meetings with the project team to discuss tasks, issues, and action items.
Channels
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Email updates for distributing project documentation, meeting agendas, and announcements.
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Video conferencing for virtual meetings and workshops.
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Project management software (e.g., Jira, Trello) for collaboration and tracking tasks.
VIII. Timeline and Milestones
Timeline
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Phase 1: Requirements gathering and analysis (Month 1-2).
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Phase 2: Solution design and proposal development (Months 3-4).
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Phase 3: Stakeholder review and approval (Month 5).
Milestones
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Completion of BRD and sign-off from project stakeholders.
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Presentation of solution proposals to stakeholders for feedback and validation.