Summary
This article provides a detailed 30/60/90-day onboarding checklist for Business Analysts in the Department of Business Process Management (BPM). It outlines a structured, week-by-week progression covering orientation, system access, business analysis fundamentals, security governance, testing, and increasing ownership of BPM initiatives. The checklist supports consistent onboarding, clear expectations, and a smooth transition into full project and process ownership within the BPM team.
Body
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