Business Analysis Planning

Project Overview Worksheet

Project Name
Project Manager
Project Sponsor
Business Analyst
Date
Project mission/purpose statement:

Current status of project

Is there a project plan?
Are there related projects currently underway?
Names
Have risks been identified and documented?
Requested completion date
Is there a recommended solution?

Yes No
Yes No
Yes No
Yes No

Project objectives

Measurable?

Success
criteria
defined?

Alignment with corporate

strategy?

1.

Yes No

Yes No Unknown

2.

Yes No

Yes No Unknown

3.

Yes No

Yes No Unknown

4.

Yes No

Yes
No
Yes
No
Yes
No
Yes
No

Yes No Unknown

Stakeholder name/group name

Department or organization

Physical location

1.
2.
3.
4.
5.
6.
7.

Existing systems that

may be impacted
(interfaces)

Outside organizations
involved

1.
2.
3.
4.

1.
2.
3.
4.

Key requirements deliverables (if known)

Where will requirements be developed/stored? __________________________

Will software changes be involved in the solution? No

Unsure yet

Software development methodology (i.e. iterative, RUP, Agile)

Developers physical location (i.e. onsite, offsite, offshore)
Vendor package being considered?

Yes (If yes, complete this table)

Yes No Unknown

Business analysis assessment

Is the core problem/opportunity well understood?
Is there an existing business model for this business area?
Project business impact assessment (see attached Business

B2T Training

Yes
Yes

No, needs further analysis

No

Business Analysis Planning

Project Overview Worksheet
Impact worksheet)

List any planning assumptions or constraints on the back of the form.

B2T Training