Conducting A Requirements Discovery Session

Overview

In this two (2) day workshop course you learn from the experts, through examples, hands-on exercises, and role-playing exactly how to manage and conduct a requirements discovery session. You have the opportunity to apply and practice the process, the tools, and the techniques learned in the “Defining Business Requirements”course. Participants will also learn and practice documentation and modeling techniques using standard templates, worksheets, and checklists.
This course is full of practical tips, checklists, principles and techniques to help capture, write and review requirements specifications. This session covers everything you need to conduct a requirements discovery session and produce quality specifications built on the principles and concepts of Best Requirements Practices™, Defining Business Requirements, and IEEE’s Recommended Practices and Documentation Templates.

Type

Instructor-Led

Target

Business Analysts, Business Systems Analysts, Project Leads

Pre-requisite

Defining Business Requirements

Duration

2 Days
Z

Credits

14 PDU’s/CDU’s

Popularity

5 Stars

Rate

Call for pricing

Dates

Call to schedule

Purpose

To learn practical techniques for conducting a requirements gathering meeting

Discovery Session Overview

  • Requirements Discovery Session Skills
  • What is an Effective Facilitator
  • Documentation Skills

Preparing To Facilitate A Session

  • Meet with your Client
  • Meet with your Project Team
  • Schedule the Session
  • Arrange the Room
  • Be Grounded in the Process
  • Prepare Yourself
  • Practice

Starting the Session

  • Before the Meeting
  • Opening the Meeting

Facilitating the Meeting

  • Attributes of an Effective Facilitator
  • Conducting the Meeting
  • Using Context Diagramming
  • Whiteboard Techniques
  • Keeping the Session on Track
  • Leading the Process
  • Dealing with Difficult Behaviors
  • Managing Group Dynamics

Refining, Completing & Packaging the Specification

  • Refining and Completing the Documentation
  • The 5 “C’s” of Quality Specifications
  • Packaging and Producing the Documentation
  • Closing the Meeting

Steps To Success

  • 10 Tips: Discovery Session Documentation
  • Seven Factors to Successful Facilitation
  • The ‘Top 10’ to Ensure Success

  • Facilitate a meeting to discover and describe use cases, process discussions, business rules and data requirements
  • Identify clients’ business needs easily, without needing to be a subject matter expert
  • Conduct fast and efficient analysis – maximizing the limited time and resources of the company
  • Identify true user requirements versus nice-to-have solutions
  • Deal with managers and users in their terms
  • How to capture use cases, process discussions, business rules and data requirements live during a requirements meeting
  • How to apply the seven factors to successful documenting — listening, capturing, writing, clarifying, organizing, suggesting & teamwork
  • How to write requirements specifications using proven and practical best practices—built on the framework and standards from IEEE, SEI’s Capability Maturity Model (CMMI), and the BABOK
  • How to document using the five “C’s” to writing quality specifications — clear, concise, concrete, complete, consistent
  • Listen and document the requirements — capturing what was said, not what you heard
Business Analysis Competencies    Coverage    Objective
Analytical & Systems Thinking

S/D

SD

Change Leadership

M/D

A

Requirements Planning

M/D

SD

Requirements Elicitation & Analysis

I/D

SD

Requirements Management

S/I

A

Client Relationship Management

M/D

U

Consensus & Agreement Building

M/D

U

Professional Knowledge

M/I

A

Modeling

I/D

SD

Communication

I/D

SD

Self-Management

S/I

A

Teamwork

I/D

SD

Leadership

S/I

A

 

Coverage

 

Objective

I/D In-depth, Direct SD Skill Development
I/I In-depth, Indirect Understanding
M/D Moderate. Direct A Awareness
M/I Moderate, Indirect
S/D Some. Direct
S/I Some, Indirect
N/A Not Addressed

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