Process Analysis Templates: 72 Techniques for Success (34-40)


Template Contents

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Analysing business and process needs is a CORE part of the business analysts skills.

So use these templates and spend productive time conducting a thorough analysis.

Search here for any template you need so you don't have to scroll through them all:

33. Value Proposition Analysis Template

The customer perspectives of an organisation.

Why customers choose the organisation

Why a customer will purchase from you rather than another supplier

The Value Proposition Analysis answers these questions

Extremely helpful when improving processes

3 customer categories:

  • Owners or Senior Managers
  • Partners or Resellers
  • End Customers

34. Value Chain Analysis Template

Originally developed by Michael Porter

Very useful for Business Process Improvement

It helps to understand the VALUE an organisation delivers

AND it helps ensure a customer focus

This template gives a working example of a Finance Service Centre

But is also great for an organisation overall.

FIRST find the value DOING activity

Then ask yourself this:

‘What is this value chain for?’

35. Organisation Diagram Template

This diagram pulls together the external business environment and internal value chain

It helps to show what the org is facing in the external environment

The value chain process is shown within the box representing the organisation

It really helps us Analysts communicate with business managers and staff


By setting out the areas of work, providing basis for discussing process related areas.

36. Business Event Analysis Template

Events are occurrences where and org MUST respond

Business Event Analysis examines a business system or an area of activity.

Then identifies events that the org needs to handle

There are a few event types:

- External Events

- Internal Events

- Time-Based Events

Events also help YOU clarify all the components within a particular area

You can even uncover tacit knowledge in identifying areas the user didn’t see as important.

37. Business Process Modelling Template

The one you’ve been waiting for?

I say that because:

Business Process Modelling is one of the BEST, MOST POPULAR and BENEFICIAL for understanding a business process end-to-end

It shows many of the key elements of a business process

- Business Events

- Tasks

- Actors

- Sequence Flow

- Decisions

- Endpoint or Outcome

- The timeline (optional)

There are many approaches

But in my view:

UML is a great way

Or Rummler Brache is another good way to build a process model

Read more about process modelling in my post Process Mapping How to achieve Ultimate Benefits

38. Business Rules Analysis Template

Business Rules underpins the way an org carries out its work.

They determine decisions, information distribution AND tasks.

Business Rules include

- Legal & Regulatory

- Organisational Policy

- Operational Procedures

There’s little point in challenging legal and regulatory rules

HOWEVER, Operational rules are the most likely to be challenged

It is vital that business rules a considered during business process modelling

So download the template and get to work immediately.

39. Decision Tables and Trees Template

This template shows a set of conditions that may be combined to determine the required course of action

Providing a CLEAR, unambiguous means of documenting conditions

Decision Trees offer a different means of showing conditions.

Combining them enables you to determines the correct course of action

The Book gives some great examples of decision analysis so make sure you purchase it today.

40. Gap Analysis Template

Concerned with examining two views of a business situation

1. As it is NOW

2. As it SHOULD BE in the future

That’s it

It’s a simple concept and the typical approach to a gap analysis is:

1. INVESTIGATE, model and analyse the current situation. The output? A set of As-Is Business Process Models

2. ANALYSE perspectives and develop a representation of the desired situation. The output? Usually a set of ‘To-Be’ process models

3. IDENTIFY actions needed to take your business from the current situation to the desired situation by comparing the two views. The output? A list of Change actions that need to be made.

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