Business Analyst Performance Review — page 1

PERFORMANCE EVALUATION REPORT

DIVISION OF ENTERPRISE OPERATIONS & ANALYTICS

Employee

Name:

Rebecca Sterling

Review Period:

Fiscal Year 2025 (Jan - Dec)

Job Title:

Senior Business Analyst

Reviewer /

Manager:

David O'Connor, Director of Analytics

Department:

Business Operations

Career Level:

Level 4 (Senior BA)

1. EXECUTIVE SUMMARY & OVERALL RATING

Overall Performance Rating:

[ EXCEEDS EXPECTATIONS (4.2/5) ]

Throughout Fiscal Year 2025, Rebecca Sterling has proven to be a vital bridge between our business

stakeholders and the IT development teams. Her exceptional analytical skills, meticulous requirements

documentation, and deep understanding of operational workflows have significantly accelerated the delivery of

key enterprise software projects. Rebecca effectively utilizes Business Process Model and Notation (BPMN) and

data visualization tools to highlight operational inefficiencies and propose actionable technical solutions. She has

successfully managed conflicting stakeholder priorities during high-pressure sprint cycles, ensuring that our

technical deliverables directly align with our core business objectives.

2. CORE COMPETENCIES EVALUATION

ANALYTICAL

COMPETENCY

EVALUATION

MANAGER OBSERVATIONS & EVIDENCE

Requirements Elicitation

EXCEEDS

Exceptional ability to author clear, comprehensive Business

Requirements Documents (BRDs) and user stories. Successfully

led over 40 cross-functional discovery workshops this year.

Process Optimization

EXCEEDS

Expertly mapped current-state ("As-Is") and future-state ("To-Be")

workflows for the supply chain initiative, identifying redundancies

that ultimately saved 15 hours of manual work weekly.

Data Analysis &

Reporting

EXCEEDS

Proficiently utilized SQL and Tableau to query production

databases, building executive dashboards that track key

performance indicators for the logistics team.

Confidential - Manager Performance Review Form

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Business Analyst Performance Review — page 2

ANALYTICAL

COMPETENCY

EVALUATION

MANAGER OBSERVATIONS & EVIDENCE

Stakeholder

Management

MEETS

Effectively navigates complex organizational dynamics. Successfully

aligns operations managers and engineering leads on MVP

(Minimum Viable Product) scoping.

Agile & Scrum

Execution

EXCEEDS

Drives sprint planning and backlog grooming sessions with

precision. Ensures developers have clear acceptance criteria prior

to sprint kickoff, reducing rework by 18%.

Quality Assurance &

UAT

MEETS

Rigorously coordinates User Acceptance Testing (UAT) scripts and

sign-offs, ensuring that deployed features accurately resolve the

initial business problems.

3. KEY ACHIEVEMENTS & IMPACT METRICS

ERP Migration Discovery Phase:

Served as the Lead Business Analyst for the enterprise resource

planning (ERP) system migration. Successfully mapped 125 legacy processes and translated them into clear

technical requirements, reducing the projected discovery timeline by 3 weeks.

Automated Dashboard Implementation:

Engineered a suite of automated Tableau dashboards for the

regional sales and supply chain directors. This initiative replaced manual Excel-based reporting, saving the

operations team approximately 15 hours of manual data reconciliation each week.

Vendor Onboarding Optimization:

Identified a critical bottleneck in the vendor compliance workflow.

Proposed and documented a streamlined BPMN workflow, collaborating with the engineering team to deploy

automated compliance triggers that reduced vendor onboarding time by 40%.

Sprint Velocity Enhancement:

Through meticulous backlog refinement and the writing of highly detailed

user stories with explicit acceptance criteria, Rebecca contributed to a 22% increase in the development

team's sprint velocity.

4. PERFORMANCE STRENGTHS

Rebecca’s primary strength lies in her dual fluency in both business operations and technical architecture. She

never simply takes a stakeholder's request at face value; instead, she conducts rigorous root-cause analyses to

understand the underlying business problem before proposing a technical solution. Her documentation is

consistently flawless, leaving no ambiguity for the engineering teams. Furthermore, her calm, objective

demeanor during high-stress sprint planning sessions helps de-escalate tension and keeps the team focused on

delivering high-value features.

•

Confidential - Manager Performance Review Form

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Business Analyst Performance Review — page 3

5. CONSTRUCTIVE FEEDBACK & AREAS FOR GROWTH

While Rebecca is an outstanding executor and analyst, there are two key areas for development as she moves

toward a Lead Business Analyst role:

Pushing Back on Scope Creep:

Rebecca has a strong desire to satisfy business stakeholders, which

occasionally leads her to accept mid-sprint scope changes. She must become more comfortable firmly pushing

back on undocumented feature requests and enforcing the formal change-request process.

Strategic Roadmap Planning:

Currently, Rebecca excels at tactical execution within active projects. I

encourage her to take a more proactive role in strategic quarterly roadmap planning, helping the product owners

prioritize initiatives based on projected ROI rather than just reacting to business demands.

6. FUTURE GOALS & DEVELOPMENT PLAN (FY2026)

Goal 1 (Strategic Execution):

Serve as the primary Lead BA for the upcoming Q2 CRM integration project,

owning the end-to-end requirements lifecycle from initial stakeholder interviews through final UAT sign-off.

Goal 2 (Professional Certification):

Complete the Certified Business Analysis Professional (CBAP)

certification by the end of Q3 2026 to further solidify industry best practices.

Goal 3 (Mentorship):

Take on formal mentorship of one Junior Business Analyst, conducting bi-weekly

coaching sessions on process mapping and user story documentation.

Goal 4 (Process Governance):

Establish and document a standardized "Requirements Intake Framework"

for the operations division to properly triage and prioritize ad-hoc reporting requests by Q1 2026.

7. OVERALL RECOMMENDATION

Rebecca Sterling is an exceptionally talented Senior Business Analyst whose analytical rigor and cross-

functional leadership drive measurable operational improvements. Her ability to translate complex business

needs into precise technical requirements is a massive asset to the organization. She is highly recommended for

top-tier merit advancement and is firmly on track for future leadership roles within the Business Operations &

Analytics division.

Employee Acknowledgment:

I acknowledge receipt of this performance review and have

discussed the contents with my reviewing manager.

Rebecca Sterling

Senior Business Analyst • Date: August 29, 2026

Manager Acknowledgment:

I confirm that this document accurately reflects the official

performance evaluation of the employee.

David O'Connor

Director of Analytics • Date: August 29, 2026

•

Confidential - Manager Performance Review Form

Page 3 of 3

Business Analyst Performance Review

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