Business Analysis Plan

Aug 30, 2026

A Business Analysis Plan defines how business analysis will be carried out across knowledge areas, creating shared agreement on activities and establishing roles, responsibilities, and required skill sets. Planning decisions guide expectations to prevent confusion during execution and improve the overall approach. The plan also specifies approaches for stakeholder engagement and communication throughout the product life cycle, ensuring stakeholders receive the right information via appropriate methods and frequency.

LanguageEnglish

CategoryPresentations

FormatDOCX

Pages25

Reading Time9 min

AccessFree to download

Introduction

Conduct Business Analysis Planning: Inputs, Tools and Techniques, and Outputs

Objectives of Business Analysis Planning

Stakeholder Engagement and Communication Approach

Purpose and Key Benefits

Stakeholder engagement timing and iterative analysis

Business Analysis Plan The contents of this business analysis plan are based off Project Management Institute standards. A business analysis plan defines the approaches used across the Business Analysis Knowledge Areas. Table of Contents TOC \o "1-3" \h \z \u HYPERLINK \l "_Toc39066222" Introduction PAGEREF _Toc39066222 \h 2 HYPERLINK \l "_Toc39066223" Stakeholder Engagement and Communication Approach PAGEREF _Toc39066223 \h 3 HYPERLINK \l "_Toc39066224" Stakeholder Register PAGEREF _Toc39066224 \h 5 HYPERLINK \l "_Toc39066225" Stakeholder Engagement PAGEREF _Toc39066225 \h 5 HYPERLINK \l "_Toc39066226" Communication Approach PAGEREF _Toc39066226 \h 5 HYPERLINK \l "_Toc39066227" Elicitation Approach PAGEREF _Toc39066227 \h 6 HYPERLINK \l "_Toc39066228" Finding Information PAGEREF _Toc39066228 \h 7 HYPERLINK \l "_Toc39066229" Prepare for Elicitation PAGEREF _Toc39066229 \h 7 HYPERLINK \l "_Toc39066230" Example of Preparation Notes for an Elicitation Session PAGEREF _Toc39066230 \h 8 HYPERLINK \l "_Toc39066231" Elicitation Techniques PAGEREF _Toc39066231 \h 8 HYPERLINK \l "_Toc39066232" Analysis Approach PAGEREF _Toc39066232 \h 10 HYPERLINK \l "_Toc39066233" Create and Analyze Models PAGEREF _Toc39066233 \h 11 HYPERLINK \l "_Toc39066234" Acceptance Criteria PAGEREF _Toc39066234 \h 12 HYPERLINK \l "_Toc39066235" Requirements Management PAGEREF _Toc39066235 \h 14 HYPERLINK \l "_Toc39066236" Verify Requirements PAGEREF _Toc39066236 \h 15 HYPERLINK \l "_Toc39066237" Validate Requirements PAGEREF _Toc39066237 \h 15 HYPERLINK \l "_Toc39066238" Prioritize Requirements and Other Product Information PAGEREF _Toc39066238 \h 16 HYPERLINK \l "_Toc39066239" Product Risk Management PAGEREF _Toc39066239 \h 18 HYPERLINK \l "_Toc39066240" Identify and Analyze Product Risks: Tools and Techniques PAGEREF _Toc39066240 \h 18 HYPERLINK \l "_Toc39066241" Traceability and Monitoring Approach PAGEREF _Toc39066241 \h 20 HYPERLINK \l "_Toc39066242" Solution Evaluation Approach PAGEREF _Toc39066242 \h 23 HYPERLINK \l "_Toc39066243" References PAGEREF _Toc39066243 \h 26 HYPERLINK \l "_Toc39066244" Sign-off PAGEREF _Toc39066244 \h 27 Introduction Conducting Business Analysis Planning is the process performed to obtain shared agreement regarding the business analysis activities a project team will perform, and the assignment of roles, responsibilities and skill sets for the tasks required to successfully complete the business analysis work. The results of this process are assembled into a business analysis plan that may be formally documented and approved or may be less formal depending on how the team operates. Whether the plan is formally documented or not, the results from all the planning processes should be considered in the overall approach. Failing to make planning decisions can result in a less-than-optimal approach when performing the business analysis work. The key benefit of this process is that it sets expectations by encouraging discussion and agreement on how the business analysis work will be undertaken and avoids confusion regarding roles and responsibilities during execution. The inputs, tools and techniques, and outputs of the process are depicted in Figure 1-1. Figure 1-2 depicts the data flow diagram for the process. Figure 1-1. Conduct Business Analysis Planning: Inputs, Tools and Techniques, and Outputs Figure 1-2. Conduct Business Analysis Planning: Data Flow Diagram The process of conducting business analysis planning has two main objectives: Combines all the Knowledge Area approaches into a cohesive decision on how business analysis will be conducted. Estimates the level of effort for business analysis activities. The activities associated with business analysis planning are accomplished in markedly different ways for efforts that use a plan-drive

FAQs

What is the purpose of a business analysis plan?

It defines the approaches used across business analysis knowledge areas and sets shared agreement on activities, roles, responsibilities, and skills needed to complete the work.

Why are planning decisions important for business analysis execution?

Failing to make planning decisions can lead to a less-than-optimal approach and confusion about roles and responsibilities during execution.

How does the stakeholder engagement and communication approach support the project?

It provides actionable methods to engage stakeholders across the product life cycle so stakeholders receive the right information through suitable communication methods and frequency.

Aug 30, 2026

Upload by Riley West