BA AI Collective
Menu

Toolkits · Updated October 2026

Starter or Complete: every file, listed.

Starter is the 41 files for discovery to testing, including a full worked project. Complete adds 18 more for delivery and governance. Word and Excel, fully editable, with a filled example of every template.

Which do I need?

Choose in a minute

Which do I need?

Find the line that sounds like your next piece of work. Starter and Complete are the core toolkits; the add-on packs are small, specific extras.

If you are…ChooseWhat to know
Scoping and specifying a change, from kick-off to tested requirementsStarter, £3041 files. 17 templates and a full worked project.
Running delivery as well: gates, RAID, status, benefits, business case, close-outComplete, £8059 files. Includes everything in Starter.
Starting out, or coming back after a breakFree plan first, then Starting Out or Returning to BAYour story, interviews and first 30 days. £19 including UK VAT (£15.83 + VAT).
Contracting: rate, IR35 planning, take-home, handoverBA Contractor’s PackWith a day-rate and take-home calculator. £19 including UK VAT (£15.83 + VAT).
Using AI in your own regulated workAI for BAs in Financial Services30 prompts and the log a reviewer will ask for. £15 including UK VAT (£12.50 + VAT).
Helping a team adopt an AI toolAI Adoption PackReadiness, pilot charter and tracker. £15 including UK VAT (£12.50 + VAT).
Specifying, testing or governing an AI agentAI Agent Requirements PackTwo worked cases and a test plan. £29 including UK VAT (£24.17 + VAT).

Not sure between Starter and Complete? Start with Starter. Complete includes it, and you can see every file below. Contracting with AI in the mix? The AI-ready contractor bundle puts three packs in one download.

Pick by how far into the project you are.

Filled RACI matrix from the Starter toolkit, showing ten deliverables against the Executive Sponsor, Product Owner and Compliance SME with A, R, C and I codes

Discovery to testing · 41 files

Starter

£30including UK VAT (£25 + VAT)

Everything from kick-off to a tested, signed-off set of requirements, with a full worked project to copy from.

  • Requirements Backlog
  • Trace Register
  • Functional Specification
  • Business Rules & Decision Table
  • Test & UAT Log
  • Worked project: Meridian Mutual

One payment, no subscription. Sold by Quantum Sphere Consulting Limited; your statutory rights apply. File won't open or is missing? Email us and we'll put it right.

Who these are not for

THE FILES

What's in each toolkit, file by file.

Word and Excel · Version 9.3 · Updated October 2026

Starter · 41 files

17 working templates (FSF-01 to FSF-17)

  • Project One-Pager
  • Stakeholder Map & RACI
  • Discovery Plan
  • Workshop Agenda
  • Requirements Backlog
  • User Story & Acceptance Criteria Library
  • Functional Specification
  • NFR Checklist
  • Data Mapping
  • Integration & Interface Specification
  • Trace Register
  • Change Request & Sign-Off Pack
  • Open Questions Log
  • Business Rules & Decision Table
  • Exception Catalogue
  • Context & Process Diagram
  • Test & UAT Log

7 guides and reference files

  • START-HERE Usage Guide
  • How It Fits (the chain on one page, and a first-week route)
  • Template Customisation Guide
  • BA Quick Reference Cheat Sheet
  • Requirements Quality Checklist
  • AI Prompt Library (optional)
  • Sample Functional Specification

A full worked project: Meridian Mutual (17 files)

  • A filled example of 16 of the templates (the Functional Specification has the sample above)
  • Worked Examples How-To-Use guide
  • 20 requirements, 13 decisions and 35 tests, traced end to end, with defects, a change request and an honest UAT decision

Complete adds · 18 files (59 in all)

9 governance and assurance templates (GOV-01 to GOV-09)

  • RAID Log, with residual ratings and a heat map
  • Decision Log
  • Benefits Tracker
  • Stage-Gate Review
  • Status Report
  • Business Case
  • Close-Out and Lessons Learned
  • UAT Exit and Go-Live Pack
  • Stakeholder Communications Plan

9 filled examples, one for each governance template

  • Filled RAID Log, Decision Log, Benefits Tracker and Stage-Gate Review
  • Filled Status Report, Business Case and Close-Out
  • Filled UAT Exit and Go-Live Pack and Stakeholder Communications Plan

Complete also includes every Starter file.

Every template has a filled example from the Meridian Mutual project (the Functional Specification has a full sample), so you can see a finished version before you write your own.

Each paid ZIP includes a README, licence, release notes and file manifest. Extract it before opening the files.

One person may adapt the files for employment and client engagements, and share project deliverables with the relevant team. The reusable library cannot be redistributed.

Using it across a team? Email us at contact@baaicollective.com.

Updated October 2026 (version 9.3). Not a methodology course, and not legal or compliance advice. See the release notes in your ZIP for file checks.

See the files full size →

Inside the files

The real files, as they open.

Screenshots from the current version (9.3). The firm and every name in the examples are fictional.

Filled trace view from the Starter toolkit trace register, showing for REQ-001 to REQ-010 the requirement title, status, number of sources, decisions, tests and passed tests, and delivery status
Starter · Trace Register, filled
Filled requirements backlog from the Starter toolkit (Print view), showing Req ID, requirement title, type, priority, status and delivery status for REQ-001 to REQ-010
Starter · Requirements Backlog, filled
Filled RACI matrix from the Starter toolkit, showing ten deliverables against the Executive Sponsor, Product Owner and Compliance SME with A, R, C and I codes
Starter · Stakeholder Map & RACI, filled
Requirements table from the sample functional specification, showing requirement IDs with approval, priority and delivery status, statements, and acceptance criteria for REQ-001, REQ-009 and REQ-002
Starter · sample Functional Specification
Filled project status report from the Complete toolkit, showing the five delivery dimensions (Schedule, Budget, Scope, Resources, Quality) with their RAG status and notes
Complete · Status Report, filled
Filled risk register from the Complete toolkit RAID log, showing risk IDs RISK-01 to RISK-06 with descriptions and inherent and residual ratings (Amber, Red or Green)
Complete · RAID Log, filled
Options comparison table from the Complete toolkit business case example, showing cost, run cost, timeline, risk, strategic fit, steady-state benefit, NPV at 8% and payback for Options 1 to 3
Complete · Business Case, filled

From free to Complete

  1. Free30-day plan, cheat sheet, practice cases
  2. Starter£30, 41 files
  3. Complete£80, 59 files

Start free. Each step up adds files; nothing is a subscription. All prices include UK VAT.