Business Requirements Gathering using Data Techniques


  • Duration: 4 days
  • Brief Description: The seminar focuses on how to use data techniques for writing and gathering requirements and JAD facilitation skills with the use case methodology for data driven and data warehouse projects. The workshop provides an understanding of modeling techniques used for project planning, scoping, requirements gathering and design specifically focusing on data driven type projects.
  • Who Should Attent?: Those who will find this of value are the Business Analysts, Project Managers, Technical Leads, Quality Assurance, Subject Matter Experts (SMEs), Architects, and Developers. Maximum of 10 students.


Business Requirements Gathering using Data Techniques

For Data Driven and Data Warehouse Projects


The seminar provides an understanding on how to manage and gather business requirements for Business Analysis and IT projects. The seminar provides business analysis modeling and facilitation techniques needed for capturing the artifacts for the Project Life Cycle: Scoping, Business Requirements Gathering and High-Level Design Phases of a project. The seminar is broken into four parts: business requirements definition best practices, facilitation skills, building business models for business analysis and how to conduct effective facilitated sessions with supporting meeting agendas, scripts and templates. The seminar provides practical experience in facilitation and presentation skills and demonstrates agendas for Project Planning, Scoping, Business Requirements Gathering sessions and High-Level Design Focus Groups.

Each participant receives a JAD Facilitator Kit with agendas, scripts and templates, a JAD Procedures Guide and a Seminar Handbook. To schedule on-site training call (203) 322-1606 or e-mail us at Visit our site on the web at

Training Objectives

The objectives of the training are to:

  • Provide an understanding of the Software Life Cycle, methodology and artifacts needed for data driven and data warehouse projects
  • Learn how to write more effective project definition, requirements and high-level design documents
  • Supply sample agendas and scripts describing how to capture the JAD deliverables throughout the Discovery Phase which includes scoping, requirements gathering and high-level design
  • Provide practical group exercises for building and facilitating for the business analysis and high-level design models
  • Simulate the business requirements gathering and high-level design process by giving each seminar participant the opportunity to facilitate specific agendas and receive instructor and participant feedback

Training Content

  • Day 1

    Day 1 am
    Requirements Management Best Practices

    • Tactics for success
    • Role of the Requirements Leader/Business Analyst
    • Key requirements documents
    • Requirements management plan
    • Overview of JAD
    • JAD Methodology- Preparation, Workshop and Follow-up
    • Role of JAD in RAD
    • Spiral Methodology
    • Timeboxing
    • JAD roles and responsibilities
    • Keys to requirements definition success

    Communication Techniques for Managing Requirements Definition

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

    Day 1 pm
    Facilitation Skills and Techniques

    • Key components of a workshop
    • Basic facilitation skills
    • Identifying and interpreting body language
    • Active listening skills (exercise)
    • Leadership styles
    • Basic facilitation rules
    • Managing conflict
    • Tips and JAD techniques for handling group dynamics
    • How to handle problem people
    • Presentation skills
    • JAD techniques for creative thinking
    • Planning your session

  • Day 2

    Day 2 am
    Facilitation Practice Exercise

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

    Overview of the Project Life Cycle using the JAD Process

    Day 2 pm
    Discovery Phase- Problem Statement/Scope of the Project

    • Preparing for the first JAD session
    • Constructing the Context Diagram
    • Constructing the Use Case Diagram
    • Case Study Exercise – building the context diagram
    • Case Study Exercise – building the use case diagram
    • JAD agendas, scripts and facilitation techniques for conducting Problem Statement/Scoping Sessions
    • Writing the scope document
    • Case Study Exercise – writing business objectives for the scope definition
    • Review the Project Definition Document Template
    • Managing the scope of a project

  • Day 3

    Day 3 am
    Discovery Phase- Business Requirements Analysis

    • Building the Activity/Swimlane Workflow Diagram using UML
    • Writing the Business Use Case Model for Requirements Analysis
      • Guidelines and templates for writing the use cases
      • Requirements Document Template Sample
    • Case Study Exercises – building activity/swimlane workflow diagrams and writing use cases for requirements definition
    • Building the logical data model and tables
    • Case Study Exercises – building the data model, matrices and tables
    • JAD agendas, scripts, and facilitation techniques for conducting Requirements Analysis Sessions
    • Characteristics of writing effective requirements
    • Guidelines for writing requirements
    • Quality measures and checklist for requirements
    • Review the Requirements Document Template
    • Requirements Pyramid

    Discovery Phase- Business Analysis & High-level Design

    • Writing Detailed Use Cases for Development and Testing
      • Guidelines and template for writing detailed use cases
      • Building prototypes

    Day 3 pm
    Discovery Phase- Business Analysis & High-level Design (continued)

    • Case Study Exercise – writing detailed use cases and building prototypes for the high-level design (solution) phase
    • Building the data flow diagram
    • Case Study Exercise – building the data flow diagram
    • Agendas, scripts and focus group techniques

    Release/Iteration Plan (High-Level Design Sign-off)

    • Reviewing/validating the solution and final acceptance with the business users
    • Defining the priorities for the system/project releases
    • Tracking project goals to requirements and use cases for requirements traceability

    Testing- Validating the System and Traceability

    • Overview of Requirements Traceability
    • Tracing test scenarios to use cases
    • How to create test traceability worksheets

    Packaged Software Evaluation & Selection

    • Software Evaluation and Selection Process
    • Agendas and scripts
    • Building a requirements matrix
    • Vendor selection package rating
    • Building a vendor compliance report

    Preparation for the Business Analysis & Requirements Gathering Simulation Session

  • Day 4

    Day 4
    Business Analysis & Requirements Gathering Process Simulation

    • This business analysis & requirements gathering process simulation demonstrates how the entire life cycle of a project fits together and how the artifacts taught in class build on each other. Each student facilitates a stage in the life cycle using the scoping, requirements definition and high-level design business analysis artifacts, JAD techniques and agendas learned in the class. 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.