Business Requirements Gathering and Writing Training


  • Duration: 4 days
  • Who Should Attend?: Those who will find this of value are the Requirements Leads, Business Analysts, Project Managers, Product Managers, Technical Leads, Quality Assurance, Testers, Subject Matter Experts (SMEs), Architects, Designers and Developers.
  • Materials: Each training participant receives a Training Handbook with sample agendas and scripts for conducting problem statement scoping sessions, requirements definition sessions and high level design focus groups. Templates, Checklists and a JAD Procedures Guide is also provided.

Requirements Methodology

Business Requirements Gathering and Writing Skills

Toolkit for Business Analysis using JAD, User Stories, Use Cases and UML


The Business Requirements Gathering and Writing Seminar focuses on how to perform business analysis using facilitated requirements sessions and how to write effective business requirements documents. The seminar provides training in facilitation skills and techniques needed for defining the project scope, requirements definition and the high level design for software projects. The seminar focus is on:

  • Understanding the different levels of requirements
  • The requirements management process
  • Characteristics and guidelines for writing effective business requirements
  • Communication techniques for gathering business requirements
  • Instructions for writing successful scope statements and requirements documents
  • Practical exercises in writing problem statements, business objectives, requirements lists, user stories, non-functional requirements, screens and reporting specifications
  • Writing and critiquing requirements and use cases using guidelines and checklists
  • How to trace requirements
  • Meeting agendas and scripts for the Discovery Phase
  • How requirements fit into the Project Life Cycle
  • Package software evaluation and selection process
  • Practical experience in facilitating and performing business analysis for scoping sessions, business requirements gathering sessions, and high-level design focus groups

The objectives of the training are to:

  • Provide an understanding of the deliverables needed for the problem statement, requirements gathering and high-level design phases of business analysis
  • Define best practices and industry standards for business requirements management
  • Supply sample meeting and interview agendas, scripts and templates that can be used in requirements sessions and focus groups throughout the Project Life Cycle
  • Provide practical exercises for building the business models using the standard industry notations and writing business and detailed use cases
  • Define a repeatable process for the Problem Statement, the Requirements Analysis and the High Level Design Phases of the project life cycle using facilitated sessions and focus groups
  • Provide each seminar participant the opportunity to write, build and facilitate the different levels of requirements, business models and use cases with feedback and a written evaluation from the instructor

Training Content

  • Day 1

    Day 1 am

    Seminar Introduction

    Requirements Management Best Practices

    • What is Requirements Management?
    • Introduction to Requirements
      • Types of Requirements
      • Different levels of requirements
    • Role of the Requirements Lead/Business Analyst
    • Key requirements documents
    • Requirements management plan
    • Overview of Joint Application Development
    • Session Methodology- Preparation, Workshop and Follow-up
    • Iterative Requirements Approach
    • Timeboxing
    • Requirements roles and responsibilities
    • Key success factors to requirements definition success

    Communication Techniques for Eliciting Requirements

    • Workshop approaches
    • Storyboarding
    • Interviewing
    • Kit Reviews
    • Teleconferencing
    • Prototype walk-throughs

    Day 1 pm

    Facilitation Skills and Techniques

    • Key components of a workshop
    • Basic facilitation skills
    • Active listening skills
    • Exercise- Practice questioning and active listening skills
    • Reading and interpreting body language
    • Leadership styles
    • Facilitation rules
    • Managing conflict
    • Techniques for leading effective group dynamics
    • How to handle problem people
    • Presentation skills
    • Planning your session and building an agenda

    Facilitation Exercise

    • Each student is given the opportunity to select a technique and topic, build an agenda and facilitate a short session using the presentation skills and techniques learned in class.
  • Day 2

    Day 2 am

    Facilitation Exercise (continued)

    Overview of the Project Life Cycle using Facilitation Techniques and Business Models

    Discovery Phase- Problem Statement/Scope of the Project

    • Writing effective project initiation deliverables:
      • Business problem statement
      • Success criteria/objectives
      • Business parameters
      • Solution Alternatives Analysis
    • Exercise- Discovering and writing business problem statements, success criteria/objectives, business parameters

    Day 2 pm

    Discovery Phase – Problem Statement/Scope of the Project (continued)

    • How to write effective scope statements & assumptions
    • Exercise- Creating questions, role playing to practice conducting business management interviews and writing the project scope statements & assumptions
    • Constructing the Use Case Model to capture project features
    • Exercise- Building the use case model
    • Facilitated session agendas, scripts and facilitation techniques for conducting Problem Statement Scoping Sessions
    • Prioritizing and managing the scope of a project

    Discovery Phase – Business Analysis

    • Documenting requirements in iterations- understanding the different levels of requirements
    • Characteristics of writing effective requirements
    • Instructions and guidelines for writing effective requirements
    • Requirements attributes
    • Quality measures and checklists for writing effective requirements
    • How to identify and write effective business rules
    • Building the “to be” business process flows and activity diagrams with swimlanes
    • Exercise- Creating the “to be” business process flow
    • Exercise- Identifying and writing quality requirements lists and business rules
    • Facilitated session agendas, scripts, and facilitation techniques for conducting Requirements Analysis Sessions
  • Day 3

    Day 3 am

    Discovery Phase- Business Analysis (continued)

    • Benefits of using the business use case to identify requirements
    • How to write the business use case
      • Guidelines for the use case iterations
      • Templates and Quality Checklists
    • Exercise- Writing a business use case
    • How to create the domain object model
    • Exercise- creating the domain object model
    • How to create the state diagram using UML notation
    • Exercise- Creating the state diagram
    • How to write effective non-functional requirements
      • IEEE Categories
      • Non-functional definitions and examples
    • Exercise- Writing quality non-functional requirements
    • Writing requirements using site maps and identifying inventories of screens, reports and system interfaces
    • Exercise- Creating a site map, screen, report and system interface inventories
    • Iteration Plan – What is the thought process for building a plan?
      • Setting priorities
      • Creating the build plan
        • Define the components
        • Calculate the risk
        • Estimate the time
        • Plan the iterations

    Day 3 pm

    Discovery Phase- Specifications/High Level Design

    • How to create the detailed use cases
    • How to build an activity diagram with swimlanes
    • Using brainstorming and storyboarding techniques to create the draft screens
    • Creating data requirements specifications for screens and reports
    • Exercise- Writing the detailed use case, creating the activity diagram with swimlanes for the use case and storyboarding the draft screens
    • Defining the Report Specifications
      • Key components of the report specifications requirements
      • Report Mock-ups
      • Report Specifications Template
    • Facilitated session agendas, scripts and facilitation techniques for conducting high level design focus group sessions
    • Requirements Traceability Matrix
      • Overview of requirements traceability
      • Tracing test scenarios to requirements/use cases
      • How to create traceability worksheets

    Requirements Inspection Process (Requirements Sign-off)

    • Techniques for quality checking requirements
      • Checklists
      • Desk Checking
      • Peer reviews for requirements inspection
    • Change control process and template

    Packaged Software Evaluation & Selection

    • Software Evaluation and Selection Process
    • Agendas and scripts for the Software Evaluation and Selection Process
      • Building a requirements matrix
      • Vendor selection package rating
      • Building a Vendor Compliance Report

    Preparation for the Business Analysis & Requirements Gathering Simulation

  • Day 4

    Day 4

    Business Analysis and Requirements Gathering Simulation

    • This business analysis & requirements gathering simulation demonstrates how the entire life cycle of a project fits together and how the business analysis artifacts and requirements gathering techniques taught in class build on each other. Each student facilitates a stage in the life cycle using the scoping, business requirements definition and high level design artifacts and agendas learned in the class. The business analysis models used for the business analysis & requirements gathering simulation will be the Problem Statement/Root Causes, Success Criteria/Objectives, Scope Statements, Use Case Model, Activity Diagram, Business Use Case, Domain Object Model, State Chart, Detailed Use Case and Paper Prototype. In addition, each student will document to demonstrate an understanding of the documentation process. Each student is provided with feedback from the instructor and is given a written evaluation.

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