Eliciting and Writing Effective Requirements (BA04)

You will revisit the foundational concepts of business analysis and discuss the importance of requirements to project success. A deep exploration of requirements and requirements categories is provided. You will learn how to perform a deep exploration of your stakeholders as a starting point to the requirements process. You will be presented with guidance and helpful instruction for planning and preparing for elicitation and documentation. A number of popular and common elicitation techniques are explored. The best practices for writing and documenting requirements are shared. A thorough presentation of requirements and solution validation is provided.

Retail Price: $1,715.00

Next Date: 07/24/2024

Course Days: 3

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Learning Objectives:

  • Understand the role of the business analyst and core competencies for performing successfully
  • Discuss the criticality of business analysis and requirements for successful project outcomes
  • Understand the main professional associations and standards supporting business analysts in the industry
  • Discuss the common problems with requirements and explore approaches to address these issues
  • Obtain a clear understanding of the various requirements types and the significance for eliciting each type
  • Demonstrate your ability to identify stakeholders
  • Explore various methods for understanding and analyzing stakeholders
  • Discuss and apply good planning practices to requirements elicitation efforts
  • Obtain knowledge and understanding of over 15 current and commonly applied elicitation techniques
  • Understand how to progress from elicitation to analysis to documentation
  • Write well-formed and validated requirements
  • Gain understanding of the best practices for writing quality requirements
  • Learn the technical writing techniques that apply directly to writing requirements documents
  • Discuss writing pitfalls, risks that impact requirements, and how to address them
  • Learn best practices for communicating and collaborating with stakeholders, sharing the results of elicitation and the resulting documentation
  • Learn approaches for validating requirements
  • Understand the difference between validating requirements and validating the solution


Intended Audience: This course is intended for beginner to intermediate business and requirements analysts who are looking to improve their elicitation and requirements writing and documentation skills. This course is also a great fit for technical writers, product and software testers, project managers, product owners who work closely with business analysts or who perform some for of business analysis themselves.



No prerequisites - This course is suitable for both novice and experienced practitioners who desire to improve their skills at eliciting and writing effective requirements. It is recommended that participants complete the BA01 – Business Analysis Essentials course prior to enrolling or have equivalent experience.

Course Outline:                  


Day 1 – Agenda 

Module 1: Review of Foundational Concepts

  • Definition of a business analysis
  • Definition of business analyst
  • BA role vs. PM role
  • Business analysis competencies
  • Benefits of business analysis
  • Purpose for having a BA standard
  • IIBA’s BABOK® Guide and PMI’s Practice Guide in Business Analysis
  • Business analysis core concepts
  • Discussion:
    • Project challenges


Module 2: Understanding Requirements

  • Common problems with requirements
  • Understand the problem first
  • Define the business need
  • Situation statements and moving to requirements
  • Understanding requirement types
  • Business requirements
  • Stakeholder/User Requirements
  • Solution Requirements
  • Functional Requirements
  • Non-Functional Requirements
  • Assumptions and Constraints
  • Discussions:
    • Requirement Problems
    • Business Needs
  • Workshop:
    • Identifying Non-Functional Requirements


Section 3: Discovering Stakeholders

  • Definition of a stakeholder
  • Stakeholder types
  • Identifying stakeholders
  • Performing stakeholder analysis
  • Stakeholders and requirements
  • Tips for identifying stakeholders
  • Grouping stakeholders
  • Creating a RACI model
  • Tips for analyzing stakeholders
  • Documenting results of stakeholder analysis
  • Workshop
    • Discovering stakeholders


Module 4: Preparing for Requirements Elicitation

  • Planning for elicitation
  • Benefits of elicitation planning
  • What do you plan?
  • The elicitation plan
  • Setting objectives for elicitation
  • Determining the scope for elicitation
  • Establishing pre-work
  • Determining the outputs for the session
  • The iterative nature of elicitation
  • Elicitation roles
  • Elicitation planning techniques
  • Discussions:
    • Who to involve in elicitation
    • Planning Impacts
    • Unplanned elicitation
  • Workshop
    • Planning for elicitation


Day 2 – Agenda

Module 5: Conduct Requirements Elicitation

  • Elicitation skillset
  • Types of elicitation techniques
  • Using active listening in elicitation
  • Techniques for performing elicitation
  • Benchmarking/Market Analysis
  • Brainstorming
  • Business Rules Analysis
  • Collaborative Games
  • Concept Modeling
  • Data Mining
  • Data Modeling
  • Document Analysis
  • Focus Groups
  • Interface Analysis
  • Interviews
  • Observation
  • Process Modeling
  • Prototyping
  • Survey or Questionnaire
  • Workshops


Module 6: Write Effective Requirements

  • Elicitation and Analysis
  • Requirements related issues
  • Implications of bad requirements
  • Elicitation and documentation
  • Writing skillset
  • Documenting requirements
  • Modeling requirements
  • Defining the project life cycle
  • Impact of project life cycle on documentation
  • Requirements specifications
  • Characteristics of good requirements
  • Guidelines for writing textual requirements
  • Structuring a requirement
  • Writing pitfalls
  • Traceability
  • Requirements attributes
  • Risks associated to requirements
  • Discussions:
    • Project Life Cycle
    • Correcting Poorly Written Requirements
  • Workshops:
    • Documenting Requirements
    • Identify Characteristics of Good Requirements


Day 3 – Agenda

Section 7: Confirm and Communicate Elicitation Requirements

  • Business analysis communication
  • Requirements communication
  • Communication skills
  • The 7 Cs
  • Timing of communication
  • Planning communication
  • Importance of Collaboration
  • Planning collaboration
  • Documenting communication/collaboration needs
  • Confirming elicitation results
  • Verify requirements
  • Characteristics of good requirements (revisited)
  • Requirements checklist
  • Requirements validation
  • Signing off on requirements
  • Discussions:
    • Responsibility for Communication
    • Eliciting Communication Needs
    • Validation
    • Signoff
  • Workshops
    • Communicating Requirements
    • Obtaining Signoff


Section 8: Evaluate the Solution

  • Business analyst role in solution evaluation
  • Why solutions under perform
  • What we are looking for in solution evaluation
  • When does solution evaluation occur
  • Performing solution evaluation
  • Planning solution evaluation
  • Metrics that might exist
  • Evaluating long term performance
  • Qualitative vs. quantitative measures
  • Tools & techniques used in solution evaluation
  • Comparing expected to actuals
  • When solution evaluation discovers a variance
  • Tools/techniques for analyzing variances
  • Proposing a recommendation
  • Communicating results of solution evaluation
  • Discussion:
    • Addressing Variance


Section 9: Wrap up and Next Steps

  • Useful books and links on writing effective requirements
  • BABOK® Guide
  • Business Analysis for Practitioners: A Practice Guide
Course Dates Course Times (EST) Delivery Mode GTR
7/24/2024 - 7/26/2024 9:00 AM - 5:00 PM Virtual Enroll
9/30/2024 - 10/2/2024 9:00 AM - 5:00 PM Virtual Enroll
10/1/2024 - 10/2/2024 9:00 AM - 5:00 PM Virtual Enroll
12/9/2024 - 12/11/2024 9:00 AM - 5:00 PM Virtual Enroll