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Confluence Templates Every BA Should Use (Requirements, Meeting Notes, Decisions)

Confluence Templates Every BA Should Use (Requirements, Meeting Notes, Decisions)

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Three Confluence templates cover most of a business analyst's writing: product requirements, meeting notes and decision. See what each one holds, then fill in a decision page step by step.

Step by step

Three templates

  1. Templates for BAs. Confluence has over a hundred templates. A business analyst needs three of them most days. Here is what each one is for, and how to fill one in.
  2. Product requirements. One. Product requirements. The objective, how you measure success, and a table of requirements with their user stories. Use it for every new feature.
  3. Meeting notes. Two. Meeting notes. The goals, what was discussed, action items with an owner, and the decisions made. Use it for every workshop and review.
  4. Decision. Three. Decision. Who drives it, who approves it, the background, the options with their pros and cons, and the outcome. Use it for any choice people might question later.

Use one

  1. Use template. Let's use the decision template. Click use template. Close the panel on the right, to get more room.
  2. Name the decision. Name the page after the decision. Wish list sign in decision. Press enter to go into the page.
  3. The background. Under background, write the question you need to answer.
  4. The outcome. And under outcome, what you decided, and why.

Publish

  1. Publish. Click publish, and publish again to confirm.
  2. Published. The decision has its own page now. Anyone who asks why can read it, instead of asking you.

Recap

  1. Requirements, notes, decisions. So, three templates. Product requirements for features, meeting notes for every meeting, and decision for every big choice. Pick one and fill in the blanks. Subscribe for more Confluence tips for business analysts.

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