Capital Market + BA Practise templates

Dashboard — Full guide with colour coding legend (Blue=inputs, Black=formulas, Yellow=must fill) and instructions for using the workbook.

🔄 Trade Lifecycle — Map 30 trades across all 5 phases (Pre-Trade → Post-Trade) with system, control, and risk columns per phase. Includes a phase reference table below for quick lookup.

📄 BRD Template — A fully structured 8-section BRD to practise completing: Executive Summary, Scope, Stakeholder RACI, As-Is/To-Be, 5 functional requirements (with acceptance criteria pre-written as examples), NFRs, risk log, and sign-off page.

📝 User Stories — 6 pre-written senior-level user stories (EMIR reporting, settlement fails, audit trail etc.) + 4 blank rows for you to write your own. Auto-count summary (Must/Should/Done) via COUNTIF.

⚠️ Risk & Issues — 7 pre-populated CM project risks with calculated risk score (Likelihood × Impact), auto RAG flag, and escalation trigger. 3 practice rows for you to add your own.

📊 Trade Data Lab — 30 sample trades to practise: NETWORKDAYS age formula, multi-condition IF/AND risk flagging, LEI validation, EMIR eligibility check, priority scoring, and COUNTIF/SUMIF/AVERAGEIF summary stats. Formula reference guide built in at the bottom.

✅ Rec Tracker — Reconciliation break log with auto-calculated variance, business day ageing, and auto ESCALATE flag at >3 days. Break summary stats at the bottom.

📐 Reg Checklist — 16 obligations across EMIR, MiFID II, Dodd-Frank, and Basel III with BAU operational impact and system required — use this while writing BRDs to ensure no regulatory requirement is missed.

📈 Prioritisation — MoSCoW + RICE scoring table for 12 requirements. RICE score calculates automatically when you enter Reach/Impact/Confidence/Effort. Summary counts update live.