BA Toolkit · Free resources

Everything a business analyst reaches for, in one place.

45 AI prompts, 11 ready-to-use templates, a frameworks cheat sheet and 39 hand-picked tools. Put together by a working business analyst and VP of Membership at IIBA Tampa Bay. Free, no sign-up.

Prompt library

Prompts for every stage of the analysis.

Copy one, fill in the [brackets], paste it into Claude, ChatGPT or any assistant. Each one is written the way I brief AI on real projects: context first, a clear output, and room for what it doesn't know.

Elicitation01

Stakeholder interview plan

Before a discovery interview, so you ask the questions that matter.

I'm a business analyst preparing a 45-minute discovery interview with [stakeholder role] about [process or problem].

Context: [what we already know, in 2-3 sentences]

Draft an interview guide with:
1. A one-line purpose statement I can open with
2. 12 open questions grouped into: current process, pain points, exceptions, data and systems, success measures
3. Two follow-up probes for each question
4. Three questions that surface unstated assumptions or politics
Avoid leading and yes/no questions.
Elicitation02

Interview notes to findings

Right after an interview, to turn raw notes into structured findings.

Below are my raw notes from an interview with [role].
<notes>
[paste notes]
</notes>

Organise them into: confirmed facts, pain points (with frequency or impact if mentioned), requirements stated or implied, assumptions to validate, open questions and quotes worth keeping.
Mark anything you inferred rather than read in the notes with (inferred).
Elicitation03

Workshop agenda

When you need a focused requirements workshop instead of a status meeting.

Design a [duration] requirements workshop for [number] participants from [teams]. Goal: [decision or output we need].

Give me: a timed agenda, the activity for each block (e.g. silent brainstorming, dot voting, process walk-through), the materials needed, the output each block should produce, and how to handle one dominant voice in the room.
Elicitation04

Survey for scale

When you need input from many users, not just a few interviews.

Write a short survey (max 10 questions, under 5 minutes) for [audience] to validate these findings from interviews:
[list findings]

Mix multiple choice, a 1-5 scale and at most 2 open questions. For each question note which finding it validates. Keep the wording neutral and avoid double-barrelled questions.
Elicitation05

Questions I forgot to ask

At the end of discovery, to find the gaps before they find you.

Here is what I know about [initiative] so far:
[summary of findings, scope and stakeholders]

Act as a senior business analyst reviewing my discovery. List the 15 most important questions I haven't answered yet, grouped by: scope, users, data, edge cases, non-functional needs, compliance and change impact. Rank each as high, medium or low risk if left unanswered.
Requirements06

Notes to user stories

Turning meeting notes or a brief into a first backlog draft.

Turn these notes into user stories using "As a [role], I want [goal], so that [benefit]".
<notes>
[paste notes]
</notes>

For each story add 3-5 acceptance criteria in Given/When/Then form. Keep stories small enough to finish in one sprint. List anything ambiguous as an open question rather than guessing.
Requirements07

INVEST check

Before refinement, to catch weak stories early.

Review these user stories against INVEST (Independent, Negotiable, Valuable, Estimable, Small, Testable):
[paste stories]

For each story: score each letter pass/weak/fail with a one-line reason, then rewrite the story so it passes. If a story is too big, split it and say which splitting pattern you used.
Requirements08

Functional and non-functional split

When a requirements list mixes "what" and "how well".

Sort these requirements into functional and non-functional:
[paste list]

For non-functional ones, name the category (performance, security, availability, usability, compliance, scalability) and rewrite each so it is measurable, e.g. "loads in under 2 seconds for 95% of requests".
Requirements09

Edge cases and exceptions

When the happy path is written and you need the rest.

Here is a feature description:
[describe the feature]

List the edge cases, exception flows and error states. For each give: the trigger, what the system should do, and the message the user sees. Include empty states, permissions, timeouts, duplicate submissions and partial failures.
Requirements10

Requirements quality review

Before sign-off, to find vague or untestable requirements.

Review these requirements as a strict QA lead:
[paste requirements]

Flag words that make a requirement untestable (fast, easy, user-friendly, etc.), missing actors, conflicting requirements and anything that describes a solution instead of a need. Return a table: ID, issue, why it matters, suggested rewrite.
Process11

As-is process map

To turn a verbal description into a clean current-state process.

Here is how [process] works today, as described by the team:
<description>
[paste description]
</description>

Write it as a numbered as-is process with: step, actor, system or tool, input, output and average time if mentioned. Then list the hand-offs, wait states and rework loops you can see.
Process12

To-be design

When you have the as-is and need a better future state.

Using this as-is process:
[paste as-is steps]

Propose a to-be process that removes waste. For each change say what was removed or automated, why, and what it depends on (system change, policy change, training). Keep a human in the loop for any judgement or approval step.
Process13

SIPOC

At the start of a process improvement, to agree on scope.

Build a SIPOC for [process]: Suppliers, Inputs, Process (5-7 high-level steps), Outputs, Customers.
Context: [one paragraph]
Then list 3 scope questions the SIPOC raises that the sponsor should answer.
Process14

Mermaid flowchart

When you want a diagram you can paste into Mermaid, Notion or GitHub.

Convert this process into a Mermaid flowchart (flowchart TD). Use rectangles for steps, diamonds for decisions and label every decision branch. Keep labels under 6 words.
[paste process steps]
Process15

Root cause with 5 Whys

When a recurring problem keeps coming back.

Problem: [describe the problem and its impact]
Facts we know: [list]

Run a 5 Whys analysis. Show two alternative causal chains if the evidence supports more than one. End with the most likely root cause, how to verify it with data, and one countermeasure for each chain.
Data & SQL16

Data dictionary draft

When you inherit a table or spreadsheet with no documentation.

Here are column names and 10 sample rows from [table or file]:
[paste]

Draft a data dictionary: field name, plain-English definition, data type, example value, allowed values or format, whether it can be empty, and the likely source system. Flag fields whose meaning is unclear.
Data & SQL17

SQL from a business question

When you know the question but not the query.

Database: [PostgreSQL / SQL Server / BigQuery / other]
Tables and columns:
[paste schema]

Write a SQL query that answers: "[business question]".
Explain each clause in one line, state any assumptions about the data, and add a second version that handles NULLs and duplicates safely.
Data & SQL18

Explain this query

When you need to understand or review someone else's SQL.

Explain this SQL to a business stakeholder in plain English, then to an analyst in technical terms. Point out performance risks and logic that could produce wrong numbers (joins that fan out, filters in the wrong place, NULL handling).
[paste query]
Data & SQL19

Data quality checks

Before you trust a dataset in a report or migration.

For a dataset about [subject] with these fields:
[list fields]

List the data quality checks I should run: completeness, uniqueness, validity, consistency and timeliness. For each give the rule, a SQL snippet to test it, and the threshold that should trigger an alert.
Data & SQL20

KPI definition

When stakeholders say "we need a dashboard" but haven't agreed what to measure.

We want to measure [goal] for [team or product].

Propose 5 KPIs. For each: name, exact formula, data source, refresh frequency, owner, target or benchmark, and one way it could be gamed or misread. Mark which are leading and which are lagging indicators.
Stakeholders21

Stakeholder map

At kickoff, to plan who needs what and how often.

Initiative: [name and one-line goal]
Stakeholders: [list names or roles]

Place each stakeholder on a power/interest grid and explain why. Then give an engagement plan: what they care about, what they need from us, channel, frequency and the risk if we get them wrong.
Stakeholders22

Executive summary

When leadership needs the point in under a minute.

Rewrite this for a senior executive in under 150 words. Lead with the decision or ask, then impact in numbers, then risks and the next step. No jargon.
[paste update or document]
Stakeholders23

Saying no to scope creep

When a stakeholder asks for "just one more thing".

A stakeholder ([role]) asked to add [request] to [project] after scope was agreed. Impact: [time, cost, risk].

Draft a short, friendly reply that acknowledges the value, explains the trade-off with numbers, and offers options: add later, swap for something of equal size, or extend the timeline with sponsor approval.
Stakeholders24

Status update

Weekly updates that people actually read.

Turn these notes into a status update with: overall RAG status and why, done this week, planned next week, risks and issues (owner and date), and decisions needed. Keep it scannable.
[paste notes]
Stakeholders25

Conflicting requirements

When two stakeholders want opposite things.

[Stakeholder A] wants [requirement A] because [reason]. [Stakeholder B] wants [requirement B] because [reason].

Analyse the underlying interests of both, find what they have in common, and propose 3 options that satisfy the shared goal. For each option list trade-offs and who would need to agree.
Agile26

Epic to stories

When an epic is too big to estimate.

Split this epic into user stories that each deliver value on their own:
[epic description]

Use splitting patterns such as workflow steps, business rules, data variations and happy path first. For each story give a one-line acceptance summary and mark the smallest set that would be a useful first release.
Agile27

Backlog prioritisation

When everything is "high priority".

Prioritise these backlog items using [MoSCoW / RICE / WSJF]:
[paste items with any data on reach, impact, effort]

Show your scoring, state any assumptions you made, and highlight items that look important but have weak evidence.
Agile28

Definition of Ready and Done

When the team keeps pulling half-baked stories into sprints.

Draft a Definition of Ready and a Definition of Done for a [team type] team working on [product]. Keep each to 6-8 checkable items, and add a note on who checks each item and when.
Agile29

Sprint review script

Before a sprint review, so stakeholders see outcomes, not tickets.

Sprint goal: [goal]
Completed: [list]
Not completed: [list and why]

Write a 15-minute sprint review outline that demos outcomes for users, shows progress toward the product goal, and ends with 3 specific questions for stakeholder feedback.
Agile30

Retrospective insights

After a retro, to turn sticky notes into actions.

Here are retrospective notes from the team:
[paste notes]

Group them into themes, identify the 2 themes with the biggest impact, and propose one specific, owned and time-boxed action for each. Note any theme that keeps repeating from previous retros: [previous themes].
Testing31

Test cases from acceptance criteria

When stories are ready and QA or UAT needs test cases.

Write test cases for this user story and its acceptance criteria:
[paste story and criteria]

Return a table: test ID, scenario, preconditions, steps, test data, expected result, priority. Include positive, negative and boundary cases.
Testing32

UAT plan

Before user acceptance testing starts.

Draft a UAT plan for [release or system] with [number] business testers from [teams].

Include: scope and out of scope, entry and exit criteria, schedule, roles, how defects are logged and triaged (severity definitions), sign-off process and a daily check-in agenda.
Testing33

Defect write-up

When a bug report needs to be clear enough to fix.

Turn this description into a defect report: title, environment, steps to reproduce, expected result, actual result, severity with reason, and any data or screenshots to attach.
[paste what happened]
Testing34

Regression scope

When a change ships and you need to know what else to retest.

We are changing [component or feature]: [describe change].
Related features: [list]

List what could break, ranked by likelihood and impact, and propose the minimum regression test set that covers the highest risks.
Testing35

Test data design

When you need realistic test data without real customer data.

Design test data for [feature] covering normal, boundary and invalid cases. Fields: [list fields and rules].
Return it as a CSV-ready table of 15 rows, with a column explaining what each row is testing. Do not use real personal data.
Docs36

BRD from notes

When you need a first draft of a business requirements document.

Using these notes, draft a business requirements document with: background, problem statement, objectives with measures, scope (in and out), stakeholders, business requirements (numbered), assumptions, constraints, dependencies and open questions.
<notes>
[paste notes]
</notes>
Keep requirements numbered so they can be traced later.
Docs37

Plain-English rewrite

When a document is accurate but nobody can read it.

Rewrite this for [audience] at a reading level they will understand. Keep every requirement and number intact, use short sentences and active voice, and add a 3-bullet summary at the top.
[paste text]
Docs38

Decision log entry

After a meeting where something important was decided.

Write a decision log entry: decision, date, context, options considered with pros and cons, rationale, who decided, who was consulted, and how we will know if it was the right call.
Notes: [paste notes]
Docs39

Release notes

When a release ships and users need to know what changed.

Turn these tickets into release notes for [audience]: group by new, improved and fixed, lead each item with the user benefit, and skip internal-only changes.
[paste ticket titles and descriptions]
Docs40

Glossary builder

When a project has too many acronyms.

Extract every term, acronym and piece of jargon from this document and build a glossary: term, plain-English definition, and where it is used. Flag terms that are used inconsistently.
[paste document]
Automation41

Is this worth automating?

Before you build anything, to check the business case.

Process: [describe]
Volume: [times per week or month]
Time per run: [minutes]
Error rate today: [if known]

Assess whether to automate: annual hours saved, rough build effort, risks, and what must stay human. Give a go / not yet / no answer with reasons.
Automation42

Process to automation spec

When a process is approved for automation and needs a build brief.

Turn this process into an automation spec for [n8n / Make / Zapier]:
[paste process steps]

Include: trigger, each step as a node (app, action, key fields), data mapping between steps, error handling and retries, where a human approves, logging, and how we will test it before go-live.
Automation43

n8n workflow outline

When you know what you want to automate and need the node-by-node plan.

Outline an n8n workflow that [goal], starting from [trigger, e.g. new form submission or webhook].

List each node in order with its type (e.g. Webhook, IF, Set, HTTP Request, AI Agent, Google Sheets), what it does and the key settings. Add an error workflow and say where credentials are needed. Keep it simple enough to build in an afternoon.
Automation44

AI step design

When an automation needs an AI step to classify, extract or draft.

Inside an automation, an AI step must [classify / extract / summarise / draft] [input type].

Write the system prompt for that step, the exact JSON output schema, 3 example inputs with expected outputs, and the rule for when the result should go to a human for review (e.g. low confidence or missing fields).
Automation45

Automation runbook

Before handing an automation to the team that will own it.

Write a one-page runbook for this automation: [name and what it does].
Cover: purpose, trigger and schedule, systems and credentials involved (no secrets), what normal looks like, common failures and how to fix them, who to contact, and how to pause it safely.
Templates

Start from a structure, not a blank page.

Markdown templates that paste cleanly into Confluence, Notion, Jira, Google Docs or GitHub. Preview, copy, or download the file.

Markdown · .md

Business requirements document

Background, objectives with measures, scope, numbered requirements, risks and sign-off.

Preview
# Business Requirements Document: [Project name]

| | |
|---|---|
| Version | 0.1 (draft) |
| Author | [Name], Business Analyst |
| Sponsor | [Name, role] |
| Last updated | [YYYY-MM-DD] |

## 1. Background
[Why this work exists. 2-3 sentences of context.]

## 2. Problem statement
[Who is affected, what the problem is, and what it costs today in time, money or risk.]

## 3. Objectives and success measures
| # | Objective | Measure | Baseline | Target |
|---|---|---|---|---|
| O1 | [Objective] | [Metric] | [Today] | [Goal] |

## 4. Scope
**In scope**
- [Item]

**Out of scope**
- [Item]

## 5. Stakeholders
| Name / role | Interest | Involvement (RACI) |
|---|---|---|
| [Role] | [What they care about] | [R/A/C/I] |

## 6. Business requirements
| ID | Requirement | Priority (MoSCoW) | Source | Objective |
|---|---|---|---|---|
| BR-01 | The business needs to [capability] so that [outcome]. | Must | [Interview / policy] | O1 |

## 7. Assumptions
- [Assumption]

## 8. Constraints
- [Budget, deadline, technology, regulation]

## 9. Dependencies
- [Other project, team, vendor]

## 10. Risks
| Risk | Likelihood | Impact | Mitigation | Owner |
|---|---|---|---|---|
| [Risk] | [H/M/L] | [H/M/L] | [Action] | [Name] |

## 11. Open questions
| # | Question | Owner | Due |
|---|---|---|---|
| Q1 | [Question] | [Name] | [Date] |

## 12. Approval
| Name | Role | Decision | Date |
|---|---|---|---|
| [Name] | [Sponsor] | [Approved / changes requested] | [Date] |
Markdown · .md

User story + acceptance criteria

Story, context, Given/When/Then criteria, business rules and an INVEST checklist.

Preview
# User story: [Short title]

**ID:** [US-000]  **Epic:** [Epic name]  **Priority:** [Must / Should / Could]  **Estimate:** [points]

## Story
As a **[type of user]**,
I want **[goal or capability]**,
so that **[benefit or outcome]**.

## Context
[Why this matters now, links to research, screenshots or process maps.]

## Acceptance criteria
**AC1: [Happy path]**
- Given [starting state]
- When [user action]
- Then [observable result]

**AC2: [Alternative path]**
- Given [starting state]
- When [user action]
- Then [observable result]

**AC3: [Error or edge case]**
- Given [starting state]
- When [user action]
- Then [observable result and message shown]

## Business rules
- [Rule, e.g. amounts over $10,000 need manager approval]

## Out of scope
- [What this story deliberately does not cover]

## Dependencies and notes
- [API, data, design or team dependency]

## INVEST check
- [ ] Independent  - [ ] Negotiable  - [ ] Valuable
- [ ] Estimable  - [ ] Small (fits in one sprint)  - [ ] Testable
Markdown · .md

RACI matrix

Who is Responsible, Accountable, Consulted and Informed for each deliverable.

Preview
# RACI matrix: [Project name]

**R** = Responsible (does the work) · **A** = Accountable (one per row, signs off) · **C** = Consulted (two-way) · **I** = Informed (one-way)

| Activity / deliverable | [Sponsor] | [Product owner] | [Business analyst] | [Dev lead] | [QA lead] | [Ops / support] |
|---|---|---|---|---|---|---|
| Business case | A | R | C | I | I | I |
| Requirements elicitation | I | A | R | C | C | C |
| Requirements sign-off | A | R | C | I | I | I |
| Solution design | I | C | C | A/R | C | C |
| Build | I | I | C | A/R | I | I |
| Test plan and UAT | I | A | R | C | R | I |
| Go-live decision | A | R | C | C | C | C |
| Training and handover | I | A | R | I | I | C |

## Rules of thumb
- Exactly one **A** per row.
- Every row has at least one **R**.
- Too many **C**s slow decisions; move some to **I**.
- Review the matrix at each phase gate.
Markdown · .md

Stakeholder map

Power/interest grid plus an engagement plan with channels and owners.

Preview
# Stakeholder map and engagement plan: [Project name]

## Power / interest grid
| | Low interest | High interest |
|---|---|---|
| **High power** | Keep satisfied: [names] | Manage closely: [names] |
| **Low power** | Monitor: [names] | Keep informed: [names] |

## Engagement plan
| Stakeholder | Role | Power (H/M/L) | Interest (H/M/L) | Current attitude | Desired attitude | What they care about | Channel | Frequency | Owner |
|---|---|---|---|---|---|---|---|---|---|
| [Name] | [Role] | H | H | [Neutral] | [Supportive] | [Their priority] | [1:1 / email / demo] | [Weekly] | [Name] |

## Key messages
- **For executives:** [outcome, cost, risk]
- **For end users:** [what changes for them and when]
- **For delivery teams:** [scope, dates, decisions needed]

## Risks
| Stakeholder risk | Signal to watch | Response |
|---|---|---|
| [e.g. sponsor loses interest] | [Missed reviews] | [Shorter, outcome-led updates] |
Markdown · .md

SIPOC

Suppliers, inputs, process, outputs and customers on one page.

Preview
# SIPOC: [Process name]

**Process owner:** [Name]  **Start trigger:** [Event]  **End point:** [Event]

| Suppliers | Inputs | Process | Outputs | Customers |
|---|---|---|---|---|
| [Who provides inputs] | [What they provide] | 1. [Step] | [What is produced] | [Who receives it] |
| | | 2. [Step] | | |
| | | 3. [Step] | | |
| | | 4. [Step] | | |
| | | 5. [Step] | | |

## Requirements of the customer
- [What "good" looks like to the customer: speed, accuracy, format]

## Scope questions for the sponsor
1. [Question]
2. [Question]
3. [Question]
Markdown · .md

Elicitation interview agenda

A timed 45-minute discovery interview with questions and a notes scaffold.

Preview
# Elicitation interview: [Topic]

**Interviewee:** [Name, role]  **Interviewer:** [Name]  **Date:** [Date]  **Duration:** 45 min

## Purpose (say this first)
"I'm trying to understand how [process] works today and where it hurts, so we can [goal]. There are no wrong answers."

## Agenda
| Time | Topic | Key questions |
|---|---|---|
| 0-5 | Intro and context | What's your role in [process]? |
| 5-20 | Current process | Walk me through the last time you did this. What happens before and after you? |
| 20-30 | Pain points and exceptions | Where does it slow down or go wrong? What's the weirdest case you've seen? |
| 30-38 | Data and systems | What tools and reports do you use? Where do you copy and paste? |
| 38-43 | Success | If this was fixed, what would be different? How would we measure it? |
| 43-45 | Close | Who else should I talk to? Can I follow up? |

## Notes
- **Facts:**
- **Pain points:**
- **Requirements (stated / implied):**
- **Quotes:**
- **Follow-ups:**
Markdown · .md

UAT test cases

Test table with traceability, a severity guide and a sign-off block.

Preview
# UAT test cases: [Release / feature]

**Tester:** [Name]  **Environment:** [UAT URL / build]  **Test window:** [Dates]

| Test ID | Story / req ID | Scenario | Preconditions | Steps | Test data | Expected result | Actual result | Status | Defect ID |
|---|---|---|---|---|---|---|---|---|---|
| UAT-01 | [US-000] | [Happy path] | [User role, data state] | 1. [Step] 2. [Step] | [Data] | [Result] | | Pass / Fail / Blocked | |
| UAT-02 | [US-000] | [Negative case] | | | | | | | |
| UAT-03 | [US-000] | [Boundary case] | | | | | | | |

## Severity guide
- **Critical:** blocks a core business process, no workaround
- **High:** major function wrong, workaround is painful
- **Medium:** function works with an acceptable workaround
- **Low:** cosmetic or text issue

## Sign-off
| Name | Role | Decision | Date | Comments |
|---|---|---|---|---|
| [Name] | [Business owner] | [Accept / Accept with conditions / Reject] | [Date] | |
Markdown · .md

Requirements traceability matrix

Trace every requirement from objective to story to test to release.

Preview
# Requirements traceability matrix: [Project name]

| Req ID | Requirement | Source | Priority | Business objective | Design ref | User story / ticket | Test case IDs | Test status | Release |
|---|---|---|---|---|---|---|---|---|---|
| BR-01 | [Requirement] | [Interview / policy / regulation] | Must | O1 | [Doc / screen] | [US-000] | [UAT-01, UAT-02] | Not run / Pass / Fail | [v1.0] |
| BR-02 | | | | | | | | | |

## Coverage checks
- Every requirement traces back to an objective (no gold-plating).
- Every requirement traces forward to at least one test.
- Every test traces back to a requirement.
- Requirements with no ticket are flagged at each sprint review.
Markdown · .md

Decision log

Record what was decided, why, by whom and when to review it.

Preview
# Decision log: [Project name]

| ID | Date | Decision | Context | Options considered | Rationale | Decided by | Consulted | Status | Review date |
|---|---|---|---|---|---|---|---|---|---|
| D-001 | [YYYY-MM-DD] | [What was decided] | [Why a decision was needed] | A) [Option] B) [Option] | [Why this option] | [Name] | [Names] | Active / Superseded | [Date] |

## How to use this log
- Log decisions that change scope, cost, timeline, architecture or policy.
- Never delete an entry. Mark it **Superseded** and link the new decision ID.
- Link each decision to the requirements it affects.
Markdown · .md

Data dictionary

Field definitions, types, rules, sensitivity and known data issues.

Preview
# Data dictionary: [Dataset / table name]

**Source system:** [System]  **Owner:** [Name]  **Refresh:** [Daily / real time]  **Last reviewed:** [Date]

| Field name | Business name | Definition | Data type | Format / allowed values | Required | Example | Source | Sensitivity | Notes |
|---|---|---|---|---|---|---|---|---|---|
| customer_id | Customer ID | Unique identifier for a customer account | INTEGER | > 0 | Yes | 104233 | CRM | Internal | Primary key |
| created_at | Created date | When the record was created | TIMESTAMP | ISO 8601, UTC | Yes | 2026-01-15T09:30:00Z | CRM | Internal | |
| [field] | [Name] | [Definition] | [Type] | [Rules] | [Y/N] | [Example] | [Source] | [Public / Internal / Confidential / PII] | |

## Business rules
- [e.g. A customer can have many orders; an order belongs to one customer]

## Known data quality issues
- [Issue, impact, workaround]
Markdown · .md

Process automation brief

Volume, trigger, node-by-node flow, error handling and ownership for an n8n or Make build.

Preview
# Process automation brief: [Automation name]

## 1. The problem
- **Process:** [What happens today]
- **Volume:** [Runs per week / month]
- **Time per run:** [Minutes]
- **Error rate today:** [%, if known]
- **Annual hours spent:** [Volume x time x 52 / 60]

## 2. Goal
[What the automation should achieve and how we measure it]

## 3. Trigger
[e.g. new form submission, new row in a sheet, email received, schedule]

## 4. Flow
| Step | Tool / node | Action | Key data | Human check? |
|---|---|---|---|---|
| 1 | [Webhook / Form] | Collect request | [Fields] | No |
| 2 | [AI step] | Classify and extract | [Category, priority] | If confidence < [threshold] |
| 3 | [CRM / Sheet] | Create or update record | [Fields] | No |
| 4 | [Slack / Email] | Notify owner | [Message] | No |

## 5. Error handling
- Retries: [number and interval]
- On failure: [alert channel, fallback]
- Logging: [where runs are logged]

## 6. Security and data
- Credentials stored in: [credential manager, never in the workflow]
- Personal data handled: [Yes/No, what, retention]

## 7. Testing
- [Test cases with sample inputs and expected outputs]

## 8. Ownership
- **Builder:** [Name]  **Owner after go-live:** [Name]  **Runbook:** [Link]

## 9. Success after 30 days
- Hours saved: [Target]  Errors: [Target]  Adoption: [Target]
Frameworks

The cheat sheet.

Ten frameworks I reach for most, each with the three things worth remembering.

Prioritisation

MoSCoW

Sort scope into Must, Should, Could and Won't (this time) for a fixed timebox.

  • Agree the timebox and the goal first
  • A Must is something the release fails without
  • Keep Musts to about 60% of the effort
Prioritisation

RICE

Score = Reach × Impact × Confidence ÷ Effort. Turns opinions into a ranked, comparable list.

  • Reach: people affected per period
  • Impact: 0.25 to 3; Confidence: 50 to 100%
  • Effort: person-months; rank by score
Score features in the RICE tool
User stories

INVEST

A good story is Independent, Negotiable, Valuable, Estimable, Small and Testable.

  • Write from the user's outcome, not the UI
  • Split anything bigger than one sprint
  • No acceptance criteria means not testable
Check a story in the User Story Coach
Root cause

5 Whys

Ask "why?" until you reach a cause you can act on, usually around five times.

  • Start from a specific, observed problem
  • Answer with facts, not blame
  • Verify the root cause with data before fixing
Process

SIPOC

Suppliers, Inputs, Process, Outputs, Customers. Agrees the scope of a process before you map it in detail.

  • Name the start trigger and end point
  • Keep the process to 5 to 7 steps
  • Fill outputs and customers before inputs
Strategy

SWOT

Strengths and Weaknesses (internal) against Opportunities and Threats (external).

  • Be specific and evidence-based
  • Pair strengths with opportunities
  • Turn every threat into a mitigation
Product

Kano model

Classifies features as basic needs, performance needs or delighters by how they affect satisfaction.

  • Basics cause anger when missing, nothing when present
  • Performance features: more is better
  • Delighters become basics over time
Strategy

Gap analysis

Compare where you are with where you need to be, then plan what closes the gap.

  • Describe the current state with measures
  • Describe the target state the same way
  • List gaps, root causes and actions with owners
Modelling

BPMN basics

The standard notation for process diagrams, readable by business and IT alike.

  • Circles are events (start, end, timer)
  • Rounded boxes are tasks; diamonds are gateways
  • Pools and lanes show who does what
Read the BPMN reference
Standards

BABOK knowledge areas

The IIBA's six knowledge areas define what business analysis covers.

  • Planning & monitoring · Elicitation & collaboration
  • Requirements life cycle · Strategy analysis
  • Requirements analysis & design · Solution evaluation
About the BABOK Guide
Watch · 72 seconds

How an automation comes together.

The prompts and templates above feed a build like this one: one client inquiry through an n8n workflow, from the first form submission to a process that scales.

Read the transcript

It's eleven at night, and a new client inquiry just landed. In most businesses, it waits in an inbox until someone copies it over by hand. Here's the same moment, built in n8n. The second the form is submitted, a webhook catches it, and the workflow starts on its own. First, the data gets cleaned. Names are formatted, the email is validated, and the CRM is checked for duplicates. Then an AI step reads the message. It pulls out the budget, the timeline and the real need, and scores the lead. One rule decides what happens next. Hot leads go straight to sales. Everyone else gets a tailored follow-up. The CRM updates, the team gets a Slack alert, and the reply is already sent, before anyone opens a laptop. Every run is logged, so a live dashboard shows what came in, how fast it moved, and where it converts. And because it's a workflow, not a person, it scales. Duplicate it, connect the next team's tools, and it runs for them too. That's how a manual process becomes a scalable product. Got a process that eats your team's week? Let's automate it.

Directory

Tools and resources worth bookmarking.

The software, communities and courses I actually use or recommend, from whiteboards to certifications.

Want these working inside your team?

I'm a business analyst who builds the automations too. Let's turn your requirements into systems that run themselves.