Business Analysis - Templates & Policies

Request for Information Template

Use this template for issuing a Request for Information (RFI).

Move/Add/Change Request Form

Trying to manage unscheduled moves, adds, and changes (MACs) to desktop systems and user accounts can be one of IT's biggest headaches. Use a move/add/change request form...

Request for Quotation Template

Use this template to issue a Request for Quotation.

Business Process Improvement Workbook

Use this template to document and collect the data outputs from the Create a Winning BPI Playbook blueprint.

Process Mapping Guide

Use this step-by-step guide to understand the best practices surrounding process mapping.

Business Process Automation Playbook

Use this template to define the guide for your process automation.

Business Case Readiness Checklist

This template will help you determine if you have completed the necessary milestone to proceed to the next step of building the business case.

Summary Business Case Presentation Template

Use this template for a short-form presentation of the business case that focuses on the key analysis.

Business Case Close-Out Form

Use the template to go through a checklist of activities that should happen and the accompanying sign-offs.

Process Interview Template

Use this template as a guide for conducting interviews regarding the viability of processes within your organization.
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