Resources
Things you can use on your own program: whole methods written out, scorecards that tell you where you stand, and templates to start from. Free, and kept current.
Field guides
Whole methods, written out.
- FIELD GUIDE NO. 01The Minimum Viable BA Practice
What a world-class business analysis practice looks like: the standards, templates, methods and operating rhythm that separate analysis aimed at decisions from documentation for its own sake.
- FIELD GUIDE NO. 02The Transformation Leader's Field Guide
A working reference for the senior leader accountable for whether a transformation programme pays back: the postures, artefacts and governance disciplines that decide it.
- FIELD GUIDE NO. 03The ERP Field Guide
For the leader accountable for an ERP decision: the modules, value streams, integration spine, master data model, controls and roles, and the operating-model commitments the software locks in for the next decade.
- FIELD GUIDE NO. 04Requirements Engineering
Producing requirements that hold up to scrutiny: a hierarchy, a naming convention, templates per work type, a traceability model and a workflow for each.
- MATURITY MODEL · COMPANION TO NO. 01The Scalable BA Practice
The six MVBA capability dimensions scored against the CMMI 1–5 ladder, and the climb from author factory to architect practice.
Tools
Scorecards and instruments you can run on your own program.
- SCORECARD · 12 QThe Minimum Viable BA Practice ScoreScore your business analysis practice on system-of-work maturity, traceability, stakeholder co-production and AI governance.FROM THE FIELD GUIDE · THE MINIMUM VIABLE BA PRACTICE →LIVE
- SCORECARD · 15 QThe ERP Operating-Model ScoreScore your core system on decision integrity, data and integration, controls, delivery and adoption, and lifecycle continuity, and find the one to fix first.FROM THE FIELD GUIDE · THE ERP FIELD GUIDE →LIVE
- SCORECARD · 1 RATIOThe Decision Velocity ScoreDecisions made this fortnight over decisions still open past their due date. Stalled programmes show up here before anything else fails.FROM THE FIELD GUIDE · THE TRANSFORMATION LEADER'S FIELD GUIDE →LIVE
- COMPANION ARTEFACT · 426 ITEMSCore HR Transformation ExplorerA navigable model of a Core HR transformation built from a working Jira dataset: 13 service journeys, 310 requirements, 60 integration pairs, all traceable to the hierarchy in Field Guide No. 04.FROM THE FIELD GUIDE · REQUIREMENTS ENGINEERING →LIVE
- SCORECARD · 5 MINIT Optimisation ScorecardWhere your technology spend is working for the operating model and where it's compensating for it.LIVE
- INTERACTIVE MAPEZRP NavigatorClick through ERP domains, value streams and the processes inside them.LIVE
- DIAGNOSTICScalable Practice Score CLARITIFor practice leaders: how much of your delivery depends on people who can't be replaced.CONCEPT
- SELECTION TOOLVendor RFx Killer CLARITIThe four tests worth more than a weighted matrix, run as a structured exercise.CONCEPT
Templates
Start from something that works.
Decision kit
The working documents the guides refer to: registers, papers and maps for the decisions themselves.
- SHEETCOMINGDecision registerQuestion · owner · options · trade-off · by · reversibility
- ONE-PAGERCOMINGDecision paperOptions, trade-offs, recommendation, evidence — the format sponsors prefer
- CHECKLISTCOMINGThe MVBA testFour questions before any analysis starts
- MAPCOMINGDecision-rights mapWho owns each recurring decision type, and the escalation threshold
Delivery templates
Jira work-type templates: a consistent description, acceptance criteria and a Definition of Done for each kind of ticket.
- JIRA · EPICEpicA short, outcome-focused container for a body of work, with objective, scope, milestones and dependencies.
- JIRA · JNYUser JourneyCaptures an end-to-end journey with its actors, stages, touchpoints, pain points and derived requirements.
- JIRA · RSKRiskDocuments a risk as cause, event and impact, with rating, mitigation, contingency, owner and review cadence.
- JIRA · BPBusiness ProcessDefines why a process exists, its scope, flow and roles, validated with SMEs and stakeholders.
- JIRA · REQRequirementA clear, measurable, testable statement of a business need with dependencies and constraints.
- JIRA · USUser StoryA short statement of user need in "As a / I want / so that" form with Given-When-Then acceptance criteria.
- JIRA · TSKTaskA discrete piece of work described so any team member can continue it without further clarification.
- JIRA · TCTest CaseA specific verification with preconditions, test data, steps, expected results and evidence.
- JIRA · BUGBugA concise defect record with environment, reproduction steps, expected vs actual result and severity.
- JIRA · TRNTraining ArtefactA training deliverable with purpose, audience, content, format and delivery method.
- JIRA · DECDecisionA decision record with context, options considered, criteria, final decision and impacts.