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Worksheet Business Analysis

This Business Analysis Worksheet is used to systematically break down and evaluate a business process, project, or department. It helps in identifying pain points, opportunities, requirements, and potential solutions.

Updated 3d ago
business analysisoperationsproject managementprocess improvementSME

{{company_name}}

{{company_address}}

Phone: {{phone}} | Email: {{email}} | Web: {{website}}

Worksheet Business Analysis

Worksheet Business Analysis

{{company_name}} {{company_address}} Phone: {{phone}} | Email: {{email}} Website: {{website}}

Worksheet Title & Details

Worksheet Title: {{worksheet_title}}

Date of Analysis: {{date_of_analysis}}

Analyst Name: {{analyst_name}}

Department/Project Under Review: {{department_project}}

Executive Summary

Provide a brief overview of the analysis objectives, key findings, and main recommendations.

{{executive_summary}}

Current State Analysis

Describe the current process, system, or situation. Include relevant metrics, challenges, and stakeholders.

Description of Current State: {{current_state_description}}

Key Challenges/Pain Points: {{key_challenges}}

Desired Future State & Objectives

Define the ideal future state and specific, measurable, achievable, relevant, and time-bound (SMART) objectives.

Desired Future State: {{desired_future_state}}

SMART Objectives: {{smart_objectives}}

Stakeholder Analysis

Identify key stakeholders, their roles, responsibilities, and their level of influence and interest.

Stakeholder Group: {{stakeholder_group}} | Role: {{stakeholder_role}} | Influence/Interest: {{influence_interest}}

Requirements Gathering

List functional and non-functional requirements necessary to achieve the desired future state.

Functional Requirements: {{functional_requirements}}

Non-functional Requirements (e.g., performance, security): {{non_functional_requirements}}

Gap Analysis

Compare the current state with the desired future state to identify gaps and areas for improvement.

Identified Gaps: {{identified_gaps}}

Solution Options & Recommendations

Propose potential solutions to address the identified gaps and achieve the objectives. Include an evaluation of each option.

Solution Option 1: {{solution_option_1}} | Pros: {{pros_1}} | Cons: {{cons_1}}

Recommended Solution: {{recommended_solution}}

Justification for Recommendation: {{justification}}

Implementation Plan Summary

Outline the key steps, resources, and timeline required for implementing the recommended solution.

Key Implementation Steps: {{implementation_steps}}

Estimated Timeline: {{estimated_timeline}}

Required Resources: {{required_resources}}

Approval and Signatures

___________________________

Analyst Name: {{analyst_name}}

Date: {{date}}

___________________________

Approver Name: {{approver_name}}

Title: {{approver_title}}

Date: {{date}}

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