314 lines
9.8 KiB
Markdown
314 lines
9.8 KiB
Markdown
# Business Analyst (Analyst) - Quick Start Guide
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## 5-Minute Setup
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### Step 1: Persona Activation (1 minute)
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```markdown
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# In v0.dev or your IDE
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1. Load BMAD Method workspace
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2. Select "Business Analyst" persona
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3. Verify activation: "Insightful Analyst & Strategic Ideation Partner"
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4. Confirm access to three working modes:
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- Brainstorming Phase
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- Deep Research Prompt Generation Phase
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- Project Briefing Phase
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```
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### Step 2: Choose Your Working Mode (1 minute)
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```markdown
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# Mode Selection Guide
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**Brainstorming Phase**: Use when you need to:
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- Generate new product ideas
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- Explore solution possibilities
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- Challenge assumptions creatively
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**Research Phase**: Use when you need to:
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- Plan comprehensive market research
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- Structure competitive analysis
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- Design user research studies
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**Briefing Phase**: Use when you need to:
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- Create formal project documentation
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- Define scope and requirements
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- Prepare development handoffs
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```
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### Step 3: Quick Configuration (2 minutes)
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```markdown
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# Essential Setup
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1. Create working directories:
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/research - Research findings and analysis
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/briefs - Project documentation
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/templates - Reusable frameworks
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2. Bookmark key resources:
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- Industry research databases
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- Competitive intelligence sources
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- User research tools
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3. Set up collaboration tools:
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- Shared workspaces for stakeholder input
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- Communication channels for team updates
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- Review and feedback systems
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```
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### Step 4: First Analysis (1 minute)
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```markdown
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# Quick Test Run
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1. Present a simple business challenge
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2. Watch the Analyst guide you through mode selection
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3. Experience the structured questioning approach
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4. Receive initial framework or next steps
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```
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## Practical Example: E-commerce Mobile App Analysis
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### Scenario Setup
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```markdown
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**Challenge**: "Our e-commerce conversion rates are declining on mobile devices"
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**Goal**: Understand the problem and develop actionable recommendations
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**Timeline**: 2 weeks for initial analysis
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**Stakeholders**: Product Manager, UX Team, Development Team
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```
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### Working Session Example
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#### Phase 1: Problem Analysis (Brainstorming Mode)
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```markdown
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Analyst: "Let's start by exploring this conversion rate challenge. I'll guide us through some structured brainstorming to uncover potential root causes and solutions."
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Key Questions Asked:
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- "What specific metrics are declining? (conversion rate, cart abandonment, checkout completion?)"
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- "When did the decline start? Any correlation with app updates or market changes?"
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- "What's different about mobile vs. desktop user behavior?"
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- "What assumptions are we making about user intent and experience?"
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Brainstorming Techniques Applied:
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- "What if..." scenarios: "What if users are abandoning due to payment friction?"
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- First principles: "What are the fundamental requirements for mobile commerce?"
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- Analogical thinking: "How do successful mobile-first retailers handle this?"
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Output: Prioritized list of potential causes and investigation areas
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```
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#### Phase 2: Research Planning (Research Mode)
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```markdown
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Analyst: "Based on our brainstorming, let's create a comprehensive research plan to validate our hypotheses."
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Research Prompt Generated:
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---
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# Mobile Conversion Rate Research Brief
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## Primary Objective
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Identify root causes of declining mobile e-commerce conversion rates and develop evidence-based improvement recommendations.
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## Key Research Areas
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1. **User Experience Analysis**
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- Mobile app usability testing
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- User journey mapping and friction point identification
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- Comparative analysis with high-performing competitors
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2. **Technical Performance Assessment**
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- Page load times and app performance metrics
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- Payment processing reliability and speed
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- Cross-device experience consistency
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3. **Market and Competitive Intelligence**
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- Industry benchmarks for mobile conversion rates
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- Competitive feature analysis and best practices
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- Emerging trends in mobile commerce UX
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## Specific Research Questions
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- What are the top 3 friction points in our mobile checkout process?
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- How do our load times compare to industry standards?
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- Which competitor features are driving higher engagement?
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- What payment methods do our users prefer on mobile?
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## Success Criteria
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- Identify specific, actionable improvement opportunities
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- Quantify potential impact of recommended changes
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- Provide prioritized roadmap for implementation
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---
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Output: Detailed research directive ready for execution
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```
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#### Phase 3: Project Brief Creation (Briefing Mode)
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```markdown
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Analyst: "Now let's create a formal project brief to guide the improvement initiative."
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Project Brief Created:
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---
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# Project Brief: Mobile Conversion Rate Optimization
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## Executive Summary
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Mobile conversion rates have declined 15% over the past quarter. Research indicates three primary improvement areas: checkout process simplification, payment method expansion, and performance optimization.
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## Problem Statement
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Current mobile checkout process has 4.2 steps vs. industry average of 2.8 steps, contributing to 35% cart abandonment rate.
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## Objectives
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- Increase mobile conversion rate by 20% within 3 months
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- Reduce cart abandonment rate to below 25%
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- Improve mobile app store rating from 3.2 to 4.0+
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## Scope
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**Included:**
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- Mobile app checkout flow redesign
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- Payment method integration (Apple Pay, Google Pay)
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- Performance optimization for key user flows
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**Excluded:**
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- Desktop website changes
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- Inventory management system updates
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- Marketing campaign modifications
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## Success Metrics
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- Mobile conversion rate: Target 20% improvement
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- Cart abandonment rate: Target <25%
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- Average checkout time: Target <90 seconds
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- User satisfaction score: Target >4.0/5.0
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## Implementation Phases
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1. **Phase 1** (Weeks 1-2): UX research and design
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2. **Phase 2** (Weeks 3-6): Development and testing
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3. **Phase 3** (Weeks 7-8): Launch and optimization
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## Next Steps
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1. UX/UI Architect: Create improved checkout flow designs
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2. System Architect: Design payment integration architecture
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3. Product Owner: Create detailed user stories and acceptance criteria
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---
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Output: Complete project brief ready for team handoff
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```
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## Common Usage Patterns
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### Quick Market Research
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```markdown
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# 15-Minute Competitive Analysis
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1. "I need to understand our competitive position in [market segment]"
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2. Analyst guides through research question formulation
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3. Structured research plan is created
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4. Key information sources are identified
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5. Analysis framework is provided
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Example Output:
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- Competitor feature comparison matrix
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- Market positioning analysis
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- Opportunity gap identification
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- Strategic recommendation summary
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```
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### Rapid Problem Diagnosis
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```markdown
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# 20-Minute Problem Analysis
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1. "Our [metric] is declining and we don't know why"
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2. Analyst facilitates root cause brainstorming
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3. Hypotheses are prioritized by likelihood and impact
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4. Investigation plan is created
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5. Success criteria are defined
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Example Output:
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- Prioritized hypothesis list
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- Investigation methodology
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- Resource requirements
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- Timeline and milestones
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```
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### Strategic Planning Support
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```markdown
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# 30-Minute Strategy Session
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1. "We need to decide between [Option A] and [Option B]"
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2. Analyst structures decision criteria
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3. Research requirements are identified
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4. Evaluation framework is created
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5. Decision timeline is established
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Example Output:
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- Decision criteria matrix
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- Research and analysis plan
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- Stakeholder input requirements
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- Decision-making timeline
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```
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## Quick Reference Commands
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### Mode Activation
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```markdown
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# Brainstorming Mode
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"I need to explore ideas about [topic]"
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"Help me brainstorm solutions for [challenge]"
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"Let's think creatively about [opportunity]"
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# Research Mode
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"I need to research [topic] thoroughly"
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"Help me plan analysis of [market/competitor/user need]"
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"Create a research plan for [specific question]"
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# Briefing Mode
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"I need to document this project formally"
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"Help me create a project brief for [initiative]"
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"Structure this information into a handoff document"
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```
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### Quick Analysis Requests
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```markdown
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# Market Analysis
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"Analyze the competitive landscape for [product/service]"
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"What are the key trends in [industry/market]?"
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"How does our offering compare to [specific competitor]?"
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# User Research
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"What do we need to know about [user segment]?"
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"Help me understand why users [specific behavior]"
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"Design research to validate [assumption/hypothesis]"
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# Problem Solving
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"Our [metric] is [trend] - help me understand why"
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"We're seeing [issue] - what could be causing this?"
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"How should we prioritize [list of challenges]?"
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```
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## Best Practices Checklist
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### Before Starting Analysis
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- [ ] Clear objective is defined
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- [ ] Success criteria are established
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- [ ] Stakeholders are identified
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- [ ] Timeline and resources are confirmed
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- [ ] Working mode is selected appropriately
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### During Analysis
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- [ ] Multiple perspectives are considered
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- [ ] Assumptions are documented and tested
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- [ ] Evidence is gathered from credible sources
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- [ ] Findings are validated through multiple methods
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- [ ] Insights are actionable and prioritized
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### After Analysis
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- [ ] Recommendations are specific and measurable
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- [ ] Next steps are clearly defined
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- [ ] Handoff documentation is complete
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- [ ] Success metrics are established
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- [ ] Follow-up plan is created
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## Troubleshooting Quick Fixes
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### "Analysis is too broad"
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**Solution**: Use the "So what?" test - ensure every finding leads to a specific action
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### "Research is taking too long"
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**Solution**: Set time limits, focus on decision-critical information first
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### "Stakeholders aren't aligned"
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**Solution**: Document disagreements, facilitate alignment sessions, escalate if needed
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### "Recommendations aren't being implemented"
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**Solution**: Ensure recommendations are specific, feasible, and have clear ownership
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---
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*This quick start guide gets you productive with the Business Analyst persona immediately. For comprehensive capabilities and advanced usage, refer to the Comprehensive Guide and Integration Guide.*
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