Cookbook · Work Products

Move from guidance to a defensible first artifact.

Work products are the reusable artifacts; recipes explain how to use them. All nine Excel workbooks connect directly to selected recipes and the Northstar case, with instructions, explicit boundaries, working structures, and completed examples.

  • No registration
  • Editable Excel files
  • Fictional examples
  • Versioned guidance

Use sequence

Start with a decision, not a blank spreadsheet.

  1. Name the decision. Confirm the decision owner, timing, and evidence threshold.
  2. Choose the smallest work product. Use only the artifact that changes scope, sequence, ownership, risk, or a formal choice.
  3. Study the connected example. Follow Northstar through authorization, operational preparation, and post-release value review without importing later evidence into an earlier decision.
  4. Replace the example with governed facts. Preserve assumptions, conflicts, missing evidence, source, owner, and effective date.
  5. Stop when the decision is supportable. Do not complete unused rows or tabs merely because they exist.

Excel work products · Version 1.1

Nine governed Excel work products.

Every workbook identifies its purpose, primary user, related recipes, use instructions, source case, version, and boundary. The completed example demonstrates the method; the blank tabs are the starting point for real work.

Work Product 01v1.1

Engagement brief and decision-framing workbook

Turn a request for a map, solution, or transformation into a bounded business-architecture engagement with a named decision, evidence threshold, scope, options, and stop condition.

Purpose

Frame the decision before selecting architecture artifacts or beginning modeling.

Included

  • Read me and governance notes
  • Engagement brief
  • Decision frame
  • Evidence and question log
  • Completed Northstar example

Related recipes

Boundary

Does not replace a project charter, investment approval, requirements package, or the accountable executive’s decision.

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Work Product 02v1.1

Capability definition, decomposition, and validation workbook

Create stable capability definitions, test decomposition depth, expose orphaned or weak records, and structure a validation workshop without reproducing the organization chart.

Purpose

Build a governable capability baseline that is sufficiently detailed for a stated decision.

Included

  • Read me and modeling rules
  • Capability register
  • Formula-driven decomposition QA
  • Validation workshop record
  • Completed Northstar example

Related recipes

Boundary

Does not provide an authoritative industry reference model or prove that a capability belongs at a particular level without enterprise context and governance.

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Work Product 03v1.1

Value-stream stage card and capability cross-map

Define outcome-oriented value-stream stages, entry and exit criteria, measures, and enabling capabilities while keeping process activity out of the strategic view.

Purpose

Connect stakeholder value progression to the stable abilities that enable each stage.

Included

  • Read me and distinction tests
  • Stage cards
  • Capability-stage cross-map
  • Coverage checks
  • Completed Northstar example

Related recipes

Boundary

Does not replace a process, journey, operating procedure, service blueprint, or control design when activity and handoff detail is required.

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Work Product 04v1.1

Initiative impact and smallest-useful-release workbook

Trace initiative scope to value-stream stages, capabilities, information, policy, organization, measures, and dependencies, then compare bounded release options.

Purpose

Define the smallest release that can produce measurable business value or decision-quality learning.

Included

  • Read me and scope rules
  • Initiative frame
  • Architecture impact grid
  • Release option comparison
  • Measure sheet
  • Completed Northstar example

Related recipes

Boundary

Does not replace funding approval, delivery estimation, solution design, backlog management, or benefits-realization ownership.

Download Excel workbook
Work Product 05v1.1

Strategy-to-capability linkage worksheet

Translate strategy into explicit outcomes, affected value propositions, required capability changes, initiatives, measures, assumptions, and unsupported objectives.

Purpose

Make the logic from strategic intent to capability change and investment testable.

Included

  • Read me and linkage rules
  • Strategy element register
  • Objective-capability linkage
  • Coverage and gap checks
  • Completed Northstar example

Related recipes

Boundary

Does not create strategy, authorize investment, or establish causation between an initiative and a business outcome merely because they are linked.

Download Excel workbook
Work Product 06v1.1

Business-object register, alias crosswalk, and lifecycle matrix

Normalize business-object identities, definitions, aliases, ownership, authoritative sources, lifecycle states, transitions, and capability use without turning the model into a physical data schema.

Purpose

Create a shared business vocabulary and lifecycle view that can support architecture, policy, process, and automation work.

Included

  • Read me and object-model rules
  • Business-object register
  • Alias crosswalk
  • Lifecycle matrix
  • Completed Northstar examples

Related recipes

Boundary

Does not replace a logical or physical data model, master-data design, records-retention schedule, API contract, or legal definition.

Download Excel workbook
Work Product 07v1.1

Evidence-based capability assessment and heat-map workbook

First select capabilities that warrant attention using strategic importance, observed performance, evidence strength, and confidence; then diagnose the specific people, process, information, technology, policy, governance, capacity, performance, and dependency conditions that limit a selected capability.

Purpose

Support two distinct decisions: Recipe 19 prioritizes capability attention, while Recipe 41 diagnoses what prevents a selected capability from producing the required outcome.

Included

  • Read me and assessment scales
  • Evidence register
  • Formula-driven selection assessment
  • Heat-map summary
  • Limiting-condition diagnosis
  • Completed Northstar examples

Related recipes

Boundary

A heat-map color prioritizes attention; it does not diagnose cause. The improvement assessment structures a diagnosis; it does not prove causation or authorize investment.

Download Excel workbook
Work Product 08v1.1

Initiative decomposition and capability-roadmap workbook

Break a broad change into outcome-oriented packages, expose true dependencies, distinguish prerequisites from preferred sequencing, and build a capability transition roadmap rather than a disguised project plan.

Purpose

Create manageable investment and transition decisions while preserving end-to-end business intent.

Included

  • Read me and decomposition rules
  • Change-package register
  • Dependency register
  • Decision-oriented roadmap
  • Completed Northstar example

Related recipes

Boundary

Does not replace a project schedule, resource plan, delivery backlog, committed date, or portfolio authority.

Download Excel workbook
Work Product 09v1.1

Architecture decision, ownership, and open-item record

Keep decisions, rationale, conditions, decision rights, accountable owners, evidence gaps, assumptions, conflicts, review triggers, and closure dispositions in one governed record.

Purpose

Preserve the institutional memory required to govern architecture through review, dispute, handoff, and completion.

Included

  • Read me and governance rules
  • Decision record
  • Ownership and decision-right register
  • Open-item log with due-status formulas
  • Completed Northstar example
Boundary

Does not replace formal corporate minutes, legal approvals, records-management policy, delegated-authority schedules, or delivery issue systems.

Download Excel workbook

Portable work products

Additional artifacts for lighter-weight work.

These Markdown downloads contain reusable structures that do not need spreadsheet logic. Their format is metadata; they remain work products in the same Cookbook system. If the format is unfamiliar, use the Markdown guide.

Work ProductMarkdown

Applied BA starter work products

Six lightweight structures for beginning a decision-centered engagement without first building a large repository or practice apparatus.

Purpose

Provide just enough structure to frame an engagement, establish a small baseline, assess initiative impact, and conduct a bounded review.

Included

  • Engagement brief
  • Capability definition canvas
  • Value-stream stage card
  • Initiative impact grid
  • Review checklist
  • Lean BA practice charter
Boundary

These are starting structures, not a substitute for local governance, evidence, accountable decisions, or the deeper work products required by complex change.

Download Markdown
Work ProductMarkdown

BA practice charter

A lightweight working charter for establishing a practice mandate, boundaries, decision rights, engagement model, first 90 days, and measures.

Purpose

Make a proposed BA practice mandate and initial operating assumptions explicit enough for sponsor agreement.

Included

  • Purpose and mandate
  • Scope and boundaries
  • Decision rights
  • Engagement model
  • Initial measures and 90-day plan

Related recipes

Boundary

The template does not create authority by itself; its mandate, services, funding, and decision rights still require accountable approval and operational follow-through.

Download Markdown
Work ProductMarkdown

Practitioner analysis work products

Five portable analysis structures for recurring business-architecture questions that do not require spreadsheet logic.

Purpose

Support focused analysis when a lightweight, portable structure is more useful than a governed workbook.

Included

  • Business-object rationalization
  • Capability decomposition
  • Initiative overlap
  • BA discovery
  • Technology-fit decision structure
Boundary

The pack structures analysis but does not supply enterprise evidence, adjudicate ownership, or convert a working conclusion into an approved decision.

Download Markdown
Work ProductMarkdown · v1.1

End-to-end BA delivery work products

Six connected, portable structures for carrying a change from organizational context and capability diagnosis through operating-model change, readiness, value realization, and policy impact.

Purpose

Keep the business side of change connected from architecture diagnosis through adoption and measurable outcome realization.

Included

  • Organization-to-value contribution map
  • Capability improvement assessment
  • Operating-model change record
  • Operational-readiness assessment
  • Value-realization trace
  • Policy and regulatory impact assessment
Boundary

The pack does not replace organizational design, delivery plans, change-management plans, control testing, legal interpretation, or benefits ownership; it connects those disciplines around explicit architecture evidence and decisions.

Download Markdown

Governance

Versioned work products, not silent doctrine.

Version 1.1 corrects the working logic, strengthens traceability, and carries Northstar through a clearer end-to-end delivery sequence. A later version should change only when practitioner use exposes a material ambiguity, missing decision field, weak control, broken relationship, or repeated failure mode.

The artifacts are deliberately bounded. They support business-architecture judgment and institutional memory; they do not transfer accountable decisions to a workbook.