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Planning & Managing Requirements


Duration: Classroom - 2 Days | Virtual - 4 Days
Why to Take This Course: It is now well recognized that requirements are critical to the success of any major project.   According to SEI’s Square Project the total percentage of project budget due to requirements defects is 25 to 40 percent and costs the economy $59.5 billion annually!   As a result, a planned requirements approach is essential to a successful and smooth-running project.  Just like the project itself needs a project plan, the requirements process needs a requirements plan.
Learn How To:

The course will help you practically learn on the following areas:

  • Determine and plan the requirements activities needed for the project, identify the deliverables that will be produced, and how to control and manage changes to those deliverables.
  • Distinguish between planning as done by a business analyst (BA) and the project manager (PM)
  • Differentiate between the roles and responsibilities of project managers, business analysts and business clients
  • Identify roles and responsibilities needed for the requirements effort and categorize the stakeholder list
  • Define the key deliverables of a requirements framework
  • Develop a solid requirements plan with risk and communication plans
  • Learn techniques to handle additional requirements that surface throughout the project
  • Learn different requirements prioritization techniques and how to identify requirements dependencies
  • Develop a requirements management plan based on different lifecycles (waterfall, iterative, incremental, and agile)


  • A business case for requirements
  • IIBA Knowledge Areas
  • Requirements planning vs. project planning
  • Requirement Management Plan Components
  • Requirements Definition

Stakeholder Analysis

  • Stakeholder Definition
  • RACI Matrix
  • Requirements stakeholder identification
  • Stakeholder categorization
  • Stakeholder analysis
  • Stakeholder authority levels
  • Case study workshop: Develop a RACI matrix, categorize & analyze Stakeholders

Planning Considerations

  • Identify various planning considerations
  • Identify various project approaches
  • Case study workshop: Determine project approach

Understanding Scope

  • Project versus product scope
  • BA’s role in developing a scope statement
  • Scope statement components
  • BA and product requirements deliverables
  • Acceptance criteria
  • Requirements boundaries
  • Assumptions and constraints
  • Case study workshop: Review and enhance a scope statement draft

BA Activities Plan

  • Planning overview
  • BA deliverables
  • BA activities
  • Elicitation techniques overview
  • Modeling techniques overview
  • Common estimating methods
  • Estimating assumptions
  • Case study workshop: Identify and estimate requirements activities

BA Risk List

  • Risk overview
  • Requirements risks
  • Requirements risk by knowledge area
  • Risk plan elements
  • Risk approach
  • Monitor and control requirements risks
  • Case study workshop: Develop a requirements risk plan

BA Communication Plan

  • Communication considerations
  • Communication paths
  • Stakeholder communication preferences
  • Communication elements
  • Case Study Workshop: develop a BA communication plan

Requirements Management Process Plan

  • Requirements management processes
  • Requirement attributes
  • Requirements organization
    • Organization overview
    • Organization techniques
  • Prioritization
    • Prioritization overview
    • Prioritization techniques
  • Case study workshop: Develop a list of organized & prioritized requirements
  • Traceability overview
  • Case Study Workshop: Create a traceability matrix
  • Documentation & Change Management Processes
    • Establish baseline
    • Maintain Approvals and version control
    • Maintain scope approvals
    • Change control process
    • Scope creep
    • Document and analyze change requests
  • Case Study Workshop: Create a change management process

BA Performance Plan

  • Performance evaluation process overview
  • Metric guidelines
  • List of common BA metrics
  • Collect, measure & report BA metrics
  • Case study workshop: Identify BA metrics and measures for case study
Format: To help assimilate the tools and techniques learned, there is a mixture of individual and group exercises throughout the course. A lively role play and case study help reinforce concepts learned. Students need to be prepared for a high level of participation. Each participant receives a comprehensive student guide complete with examples and workshop solutions.
Who Should Attend: This workshop is designed for business analysts, requirements managers, project managers, and anyone who is involved in software development projects.  It also provides excellent information for business clients and sponsors, quality assurance analysts, and other stakeholders involved in software development projects.  No technical experience is necessary, but an understanding of applications development is required.
Prerequisites: None.
Knowledge Area:



Business Analysis Planning and Monitoring
Requirements Management and Communication

Project Integration Management
Project Scope Management
Project Time Management
Project Risk Management
Project Communication Management

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