Work Playbooks

Step-by-step, interactive playbooks for change management, business analysis, and process improvement - plus reusable templates, cheat sheets, and role-based career pathways. Run each playbook like a recipe: one step at a time, with progress saved locally.

Live app: https://dlockwood13.github.io/work-playbooks/

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What's inside

Section	Contents
Playbooks	47 interactive, step-by-step guides across Change Management (8), Business Analysis (30), and Process Improvement (9).
Templates	27 ready-to-use templates across Proposals, Discovery & Onboarding, Contracts & Setup, BA Delivery (13), and Finance & Admin.
Academic	25 study and academic-writing templates.
Cheat sheets	4 quick references: Excel Essentials, SQL for BAs, Data Storytelling, and Statistics.
Pathways	4 career pathways (Junior BA, BA, Senior BA, Lead BA), each with a staged learning route through the playbooks and a skills matrix.

The Business Analysis lifecycle

The Business Analysis playbooks are organised into a methodology-agnostic BA lifecycle (works for waterfall, agile, or hybrid), so you can navigate by where you are in an engagement rather than scanning a flat list:

0. Foundations & Practice - the lifecycle, principles, techniques, and capability
1. Initiate & Scope - frame the problem, vision, boundaries, roles, and objectives
2. Understand Current State - model how things work today before redesigning
3. Elicit & Discover - draw out real needs and test the riskiest assumptions
4. Analyse & Design - clear, testable requirements and a deliberate to-be design
5. Prioritise, Justify & Decide - prioritise, build the case, secure the decision
6. Support Delivery & Validation - keep requirements true and prove the solution works

Career pathways & skills matrices

Each of the four roles has an ordered learning pathway that links directly to the relevant playbooks and cheat sheets, plus a skills matrix scoring 14 competencies against a 4-level scale (Aware -> Working -> Proficient -> Expert) with concrete guidance on how to improve and progress to the next role.

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Features

• Interactive, step-by-step playbooks built from instruction, checklist, and reference steps.
• Progress tracking saved per user in the browser (via IndexedDB) - your completed steps persist between visits.
• Career pathways that sequence content by role, with skills matrices.
• Clickable pathway steps that open the underlying playbook or cheat sheet.
• Search and filter across playbooks, templates, and cheat sheets.
• Daily rotating quote on the landing page.
• Installable PWA - works offline once loaded, with an add-to-home-screen prompt.
• Fully responsive for desktop and mobile.

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Tech stack

This app is intentionally a single, self-contained index.html - no build step and no dependencies to install.

• React 18 via CDN (UMD build)
• Babel Standalone transpiles the inline JSX in the browser
• Tailwind CSS via CDN
• IndexedDB for local user accounts and progress
• Service worker + web app manifest (built at runtime as a Blob URL) for offline/PWA support
• Custom inline SVG icons (no icon-library dependency)

Because everything lives in one file, the app runs by simply opening index.html in a browser - locally or from any static host.

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Running locally

No install or build required:

# open the file directly in a browser
open index.html            # macOS
# or: xdg-open index.html   # Linux
# or just double-click index.html

If your browser restricts features on file://, serve the folder over HTTP instead:

python3 -m http.server 8080
# then visit http://localhost:8080

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Deploying

The site is hosted on GitHub Pages, served directly from the main branch root (Settings -> Pages -> "Deploy from a branch" -> main / (root)).

To publish a change, commit the updated index.html to main. GitHub Pages redeploys automatically in a minute or two - no build pipeline needed.

This project is a single static file. There is no src/, bundler, or package.json - editing and shipping index.html is the whole workflow.

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Editing the content

All content lives in plain JavaScript arrays inside the <script type="text/babel"> block in index.html. To add or change content, edit the relevant array:

Array	What it holds
PLAYBOOKS	Every playbook: id, title, category (change / ba / pi), description, estMinutes, steps[], optional related[], and (for BA) a stage key.
BA_LIFECYCLE	The ordered BA lifecycle stages used to group the Business Analysis playbooks.
TEMPLATES / TEMPLATE_CATEGORIES	Templates and their categories.
CHEAT_SHEETS / CHEAT_SHEET_CATEGORIES	Cheat sheets and their categories.
ACADEMIC_TEMPLATES / ACADEMIC_CATEGORIES	Academic templates.
PATHWAYS / COMPETENCY	Career pathways, skills matrices, and the competency scale.

Playbook step shape:

{ type: 'instruction' | 'checklist' | 'reference',
  title: '...',
  body: '...',
  items: ['...']   // only for checklist steps
}

To add a BA playbook to the lifecycle: give it category: 'ba' and a stage matching one of the BA_LIFECYCLE keys (foundations, initiate, current, elicit, design, decide, deliver).

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Data & privacy

There is no backend. User accounts and progress are stored only in the browser via IndexedDB and never leave the device. Clearing site data resets everything.

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Notes

• Content is written to be generic and brand-agnostic so it applies to any organisation.
• Treat the app as a living reference - refine playbooks, templates, and pathways as your practice matures.