The business analyst (BA) is preparing for the initial requirements gathering workshops with Cloud Kicks on a new Sales Cloud project. The BA has identified the stakeholders, reviewed the project scop

Identifying personas is an earlier discovery activity that should occur during stakeholder mapping, not as a next step immediately before workshops that are already scheduled.

Documenting the current state establishes a baseline understanding of existing processes and pain points before the workshop begins, and offering a survey to stakeholders allows the BA to gather structured pre-work that improves workshop efficiency and depth. Proposing the future state synthesizes that input into an aspirational target for discussion. Together these steps ensure workshops are informed, focused, and productive rather than exploratory from scratch.

Emailing the agenda to attendees should have already occurred when the workshops were scheduled; repeating it as the next key step overlooks the more substantive preparation activities needed.