Business Analyst Checklist

Business Analyst 30 / 60 / 90-Day Onboarding Checklist

This checklist guides new Business Analysts (BAs) through their first 90 days within the Business Process Management (BPM) team. It provides a structured progression of learning, application, and ownership to develop expertise in business process optimization.

Printable Resource: Full 0–90 Day Department Onboarding Guide

Phase 1: Foundations & Learning (Days 1–30)

Goal: Build foundational knowledge, understand team structure, and establish key relationships.

Key Focus Areas

  • Orientation & team integration
  • Workday system access and navigation
  • Business process mapping fundamentals
  • BPM governance and initiatives overview
  • Ticketing and project management tools (TDX, Jira)

Week 1 (Days 1–5): Orientation & Team Integration

Focus: Build awareness of the BPM mission, tools, and team operations.

Day Topic Details
Day 1    Welcome, Expectations & Orientation Review the BA role, team structure, and onboarding checklist. Set communication expectations and meet stakeholders in HR, IT, and BPM.
Day 2 Governance & Workday Management Overview of BPM governance structure, compliance standards, and how Workday is managed institutionally.
Day 3 Access Setup & Ticket System Overview Confirm access to Workday (Prod, SBX, TST), Jira, and TDX. Learn dashboard setup and navigation basics.
Day 4 Workday Basics Training Learn Workday navigation, worklets, search functionality, and foundational reports. Understand how approval workflows function.
Day 5 High-Level Review of BPM Projects Overview of major BPM optimization initiatives and how projects are prioritized and structured.

Checklist

  • ☐ Attend new employee orientation and BPM introductions
  • ☐ Review role expectations and performance metrics
  • ☐ Gain access to all systems (Workday, TDX, Jira)
  • ☐ Complete Workday Basics Training
  • ☐ Review BPM projects overview

Week 2 (Days 6–10): Business Analysis Fundamentals & Requirements Gathering

Focus: Understand business process structures, documentation, and analysis methods.

Day Topic Details
Day 6     TDX Training & Dashboards Learn to use TDX for support tickets, project requests, and SLAs. Create dashboards to track queue performance.
Day 7 Jira Training Learn Jira basics and how to monitor System Office configuration and enhancement requests.
Day 8 Workday Reports Learn how to find, run, and export reports for business analysis.
Day 9 Process Mapping Introduction to BPM mapping standards using Visio and Excel-based tools.
Day 10 Project Management via TDX Learn how BPM manages projects from intake to prioritization.

Checklist

  • ☐ Complete TDX and Jira training
  • ☐ Run sample Workday reports
  • ☐ Draft a sample business process flow
  • ☐ Review BPM optimization project workflows

Week 3 (Days 11–15): Workday Security & Stakeholder Engagement

  • Learn how Workday security roles are requested, assigned, and governed
  • Observe stakeholder meetings and draft your first process flow

Checklist

  • ☐ Review Workday security and audit standards
  • ☐ Attend at least one stakeholder meeting
  • ☐ Draft initial process documentation for review

Week 4 (Days 16–20): Project Management & Knowledge Tools

  • Session 1: Creating & Managing Team KBAs in TDX
  • Session 2: Creating & Managing Scribes

Checklist

  • ☐ Draft a sample KBA in TDX
  • ☐ Practice formatting and publishing Scribes
  • ☐ Review BPM documentation standards

Week 5 (Days 21–30): Hands-On Business Analyst Training

  • Shadow live BPM projects and document workflows
  • Meet with leadership for a 30-day check-in

Checklist

  • ☐ Participate in at least one project observation
  • ☐ Update documentation based on team feedback
  • ☐ Conduct 30-day progress review with supervisor

📌 30-Day Milestone Checkpoint & Expectations

  • ✅ Understands role and stakeholder relationships
  • ✅ Completed foundational and system trainings
  • ✅ Begun shadowing projects and process reviews
  • ✅ Comfortable collaborating within the team

Phase 2: Hands-On Application & Increasing Independence (Days 31–60)

Goal: Gain confidence leading analysis, documentation, and testing activities independently.

Key Focus Areas

  • Leading requirements gathering
  • Documenting business processes and gaps
  • Participating in UAT and Workday release testing
  • Managing task accountability

Weeks 7–8 (Days 31–50): Requirements Gathering & Documentation

  • Lead stakeholder interviews and gather requirements
  • Develop process documentation and validation notes
  • Attend sprint planning meetings and provide insights

Checklist

  • ☐ Lead or co-lead a stakeholder interview
  • ☐ Develop and submit documentation for peer review
  • ☐ Participate in sprint or prioritization discussions
  • ☐ Present findings during team check-in

Week 9 (Days 51–55): User Acceptance Testing (UAT)

  • Understand UAT objectives, planning, and execution
  • Create test cases, scripts, and results documentation
  • Track defects and communicate testing feedback

Checklist

  • ☐ Attend UAT overview and testing preparation
  • ☐ Create at least one UAT test case
  • ☐ Participate in a testing session
  • ☐ Log UAT results and feedback

Week 10 (Days 56–60): Release Participation

  • Participate in BPM-led Workday release reviews
  • Document outcomes and lessons learned

Checklist

  • ☐ Attend a Workday release review session
  • ☐ Submit summary of testing results
  • ☐ Provide feedback for process improvement

📌 60-Day Milestone Checkpoint & Expectations

  • ✅ Understands testing and release participation
  • ✅ Completes deliverables accurately and on time
  • ✅ Seeks feedback and applies improvements
  • ✅ Defines objectives for final 30 days

Phase 3: Full Ownership & Strategic Contributions (Days 61–90)

Goal: Demonstrate autonomy, lead initiatives, and contribute to ongoing process improvements.

Key Focus Areas

  • Leading documentation and stakeholder sessions
  • Conducting peer reviews and knowledge-sharing
  • Planning for long-term project ownership

Weeks 11–12 (Days 61–75): Leading Business Analysis & Process Improvements

  • Lead stakeholder meetings and documentation sessions
  • Conduct peer QA reviews and knowledge-sharing
  • Identify and propose process enhancements

Checklist

  • ☐ Lead one full process documentation session
  • ☐ Host or co-lead a peer review discussion
  • ☐ Submit recommendations for process optimization

Week 13 (Days 76–90): Final Integration & Long-Term Planning

  • Conduct self-assessment and goal-setting discussion
  • Participate in BPM strategic or quarterly planning

Checklist

  • ☐ Complete self-assessment form
  • ☐ Review long-term goals with leadership
  • ☐ Participate in HCM planning or backlog session

📌 90-Day Milestone Checkpoint & Expectations

  • ✅ Fully integrated into BPM team and project workflow
  • ✅ Delivered quality results independently
  • ✅ Recognized for reliability and collaboration
  • ✅ Defined 3–6-month professional and project goals
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