From the interview to the handover: working files for a contract BA.
Includes a day-rate and take-home calculator
Working files for a contract or interim BA, covering interview preparation, rate negotiation, IR35 status planning, a day-rate and take-home calculator, the first 90 days, weekly reporting, a value log, extension planning, handover and exit. Examples use Cedarbridge Payments, a fictional firm.
Written by Jennifer Brandt, working senior BA in UK financial services · 25 years in BA and consulting, including a Big Four firm.
Buy BA Contractor’s Pack, £19One payment, no subscription. Sold by Quantum Sphere Consulting Limited; your statutory rights apply.

What’s inside
12 files: 7 Word, 3 Excel, a Start Here PDF and licence notes. Version 2.2.
- Interview Prep (Word): summary box and flow, evidence stories and the questions to expect
- Rate Negotiation (Word): compare offers, set a range and floor, confirm terms in writing, with worked examples and no market figures
- IR35 Status Planning (Word): questions to ask, worked answers and an evidence record; a planning aid only
- Day Rate and Take-Home Calculator (Excel): compares estimated yearly take-home side by side, outside IR35 through your own company, inside IR35 through an umbrella, deemed employment through your own company, and a permanent salary, with a chart. Every tax rate sits on an editable Assumptions sheet labelled with a tax year; the values are illustrative, so check current HMRC rates
- Assignment Start Kit (Word): remit, day one, week one and the first 90 days
- Status Tracker (Excel): 26 weekly reports, 40 decision requests, a live summary and a one-page Friday report
- Value Log (Excel): 60 outcomes with evidence, and highlights for the extension
- Extension Planner, Handover Pack and Exit Checklist (Word)
- A Start Here PDF and licence notes
Who it’s for
Contract and interim BAs in the UK, in any sector.
How it fits
Starter and Complete cover the work itself; this pack covers the contracting around it. For the AI side of a contract, see AI for BAs in Financial Services and the AI Agent Requirements Pack, which are also available together with this pack as the AI-ready contractor bundle.
What it is not
Not legal, tax or contract advice: the calculator is a simplified planning model and the IR35 file is educational. No macros.
Each pack is a ZIP of Word, Excel and PDF files. One person may adapt them for their own work; they cannot be redistributed.
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Sold by Quantum Sphere Consulting Limited, company 15854885, VAT GB472357381.