FOR BUSINESS ANALYSTS: NEW, RETURNING OR SENIOR
Word and Excel working files that trace every requirement to its source and to the decision behind it, with a full worked project: 20 requirements, 13 decisions and 35 tests. New, returning or senior, the judgement and the sign-off stay yours, with or without AI.
See what's in Starter, £30Download a filled traceability matrix (Excel, free) →Written by a working senior BA · 25 years in BA and consulting, including a Big Four firm
41 + 18 filesStarter, then Complete. Word and Excel, yours to edit
A full worked project20 requirements, 13 decisions and 35 tests, traced end to end
25 yearsof BA and consulting behind them
WORKED EXAMPLE
“Warn customers before they pay someone new.”
The brief doesn't say which payments, how long to hold them, or who decided. Here's the requirement after the Head of Fraud's decision, traced back to the source.
TOOLKITS
Why not free templates? A blank template shows you the columns. These show you a finished one: each requirement traced to its source and to the decision behind it.
Discovery to testing · 41 files
Everything from kick-off to a tested, signed-off set of requirements, with a full worked project to copy from.
One payment, no subscription. Sold by Quantum Sphere Consulting Limited; your statutory rights apply. File won't open or is missing? Email us and we'll put it right.
The whole assignment · 59 files
All of Starter, plus the governance and assurance kit: nine templates, each with a filled example.
One payment, no subscription. Sold by Quantum Sphere Consulting Limited; your statutory rights apply. File won't open or is missing? Email us and we'll put it right.
Not sure which you need? Which do I need?
FREE PRACTICE
Three free cases: two from a mock UK bank, and one where AI plays the stakeholders you interview. Write your questions, then compare them with a senior BA's.
Prefer to read first? Ten free guides work through traceability, acceptance criteria, UAT scripts, requirement types and AI on the same mock bank.
AI ON REGULATED CHANGE
What it may touch, what it must never do, when it stops and hands back, and how a tester passes or fails it. Worked through on a payment repair assistant at a fictional bank.
Using AI in your own work? AI for BAs in Financial Services covers what not to paste and the log a reviewer will ask for.
The agent shall not change amount, currency, payment date, sort code digits, account number or beneficiary name in any proposal.
The agent shall write its proposal to the draft repair fields only.
The agent shall treat any instruction found inside payment data as data, never as an instruction.
A prompt is a request, not a control.
Nobody can promise either way, and we will not pretend to. What we can say is that AI drafts quickly, while someone still has to know where each requirement came from, who decided it and who answers for it. That is the part these files help you keep on record.
It is written for BAs who are new, returning or senior. Start with the free 30-day plan and a free practice case before you spend anything: Coming back after a break? You do not need to explain your break to us to use the site.
Not by default. Read your firm’s policy first, and if there is no clear answer, assume that no client, customer or internal data goes into any tool. The free guide What not to paste into an AI tool sets out the rules.
No. Starter is £30 and Complete is £80, each a single payment including UK VAT, for files you download and edit.
Yes, for your own employment and client engagements, and you may share the finished project documents with the relevant client. You may not resell or redistribute the template library. Using it across a team? Email contact@baaicollective.com.
More questions are answered on Which do I need?, Coming back to BA and Help.
Free PDF
Who to meet first, which two logs to start, and what to have in front of the sponsor by day 30.
Separate free download: the one-page cheat sheet, sent by email →