Expand Your BA Techniques with Templates and Downloads

Templates are a shortcut to getting started

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July 2025 update: templates package expanded from 24 to 53 items, now available as the Business Analysis Playbook.

If you are reading and learning about business analysis techniques but are still unsure how to go about it, a template may be the answer.

Sometimes we go over theory and feel we understand the why’s behind it, but it still does not explain — what do I actually need to do?

That’s when templates are handy. They don’t replace the need to understand the process of business analysis, the best practices of facilitation, or how to ask the right questions.

Templates are a shortcut to getting started.

A useful crutch that says:

“Here, start from this point, and keep going.

Make changes if you need to.

Remove the parts that don’t apply.

If there is a part of the template that you don’t understand — research it.

Once you are understand its purpose, use it and assess how it works.

Feel free to update it based on lesson you learned.