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TSE011-BA5 Determining Business Requirements

Including the Business Case

Course Description

Many of us work on projects as team members, managers, users, support groups or project managers.  Most of these projects are cross-functional and/or cross-business, in that they span multiple departments, groups and borders within an organization.  We also find that many times questions are asked about the project’s origin, mission and business objectives and in fact, “Should there even have been a project?”

This program is for anyone who participates in or leads teams involved in developing and writing business requirements.  Participants learn how to create Business Case and Business Requirements documents.  These deliverables identify what the project will do (and for whom) and what it will not do (also known as in-scope and out-of-scope.)  This information is also needed by the Business Sponsors to decide whether or not the project should proceed to the next step, frequently known as the Functional Specifications.

The workshop is endorsed by PMI® (Project Management Institute) to help participants become better Business Analysts and if they want, prepare for the PMI-PBA, Professional in Business Analysis credential.  Upon completion, attendees involved with PMI’s Project Management Professional – PMP and/or PBA programs, are awarded 16 PDUs or “Contact hours”.  Our Global REP code is 1270.  The workshop also complies with the IIBA® its BABOK® (Business Analysis Body of Knowledge).  

Upon completion of this workshop, each participant will be able to:
  1. Understand the concepts of Business Case, Enterprise Analysis, and Business Requirements and Place them within the Project Life Cycle (AGILE and Waterfall);
  2. Use the PMI-PBA Handbook as a job aide when fulfilling the business analysis role;
  3. Apply a framework and toolkit for producing Business Requirements for new and/or improved products, services, and processes;
  4. Identify the potential stakeholders and roles needed within the business and the business requirements project environment; 
  5. Work with sponsors to develop the Project’s Mission, Scope and Charter;
  6. Understand and apply several tools for creating Business Requirements, e.g. Elicitation Methods, Cross-functional Process Mapping, Fish-bone (Ishikawa, Cause and Effect Diagrams), MuSCoW Analysis, Cost Benefit Analysis, Pareto Analysis, ROI, etc.;
  7. Use tools to capture and analyze the “current-state” (as-is), identify potential problem and opportunity areas, identify disconnects, and perform gap-analysis to develop the business requirements of potential “end-states” (“to-be” states);
  8. Write Business Requirement Statements that are meaningful, effective and reflect the business needs.
  9. Follow a process to identify and evaluate alternative “end-state” solutions and develop recommendations and requirements of the “desired-end-states” (“to-be”);
  10. Understand and address the impact of change on the people, and how this affects the business requirements project.

Instructional methods for this two-day course are lecture, discussion, video, detailed case study workshops and presentations.  Upon request, demonstrations of Microsoft Visio™ can be included as well as in-house guidelines for project life cycle, approval, funding etc.  This program also includes references to AGILE, the PMI PMBOK, PMI-PBA Handbook, IIBA BABOK, Six Sigma, and in-house Standards and Policies.

Course Outline

  1. Introduction and Course Objectives
  2. The Grand Scheme of Things
    1. What are Requirements?
      1. Types of Requirements
        1. Business
        2. Functional
        3. Stakeholder
        4. Non-functional
        5. Transition
        6. Quality
        7. Project
      2. Product Quality
    2. PMI PMBOK and PMI-PBA Handbook
    3. IIBA - Body of Knowledge Relationships
  3. NEEDS ASSESSMENT
    1. The Business Case
    2. Statement of Work
    3. The Strategic Plan
    4. Stakeholders
      1. Identifying Stakeholders
      2. Key Stakeholder Roles/Responsibilities
      3. Sponsor
      4. The Requirements Team
      5. Building and Using a Stakeholder Register
    5. Project Scope
  4.  The BA Planning Process
    1. Leveraging from the past
    2. Project Life Cycle Options
      1. Agile Development
      2. Waterfall
      3. Iterative
    3. A Collaboration with Project Management
    4. Requirements Planning and Management
      1. Business Requirements Activities
      2. Types of Models
      3. Deliverables
      4. Roles and Responsibilities
      5. Change Control Policies
      6. Verification and Validation Methods
      7. Approvals Processes
  5. Requirements Elicitation and Analysis
    1. The Elicitation Process
    2. The Four Stages of Elicitation
    3. Elicitation Methods
      1. Brainstorming
      2. Document Analysis
      3. Focus Group
      4. Interview
      5. Observation
      6. Prototyping
      7. Facilitated Workshop
      8. Survey / Questionnaire
    4. Models and Techniques
    5. Business Process Model (Cross Functional Process Map)
      1. Symbols
      2. "Swim Lanes"
    6. The Framework for Determining the Required Functionality
      1. Determining the Current or “As-Is” State
      2. Writing Business Requirement Statements
        1. The Difference from Objectives
        2. What makes a good Requirements Statement
        3. The Steps
        4. Functional Business Requirements
        5. Non-Functional Business Requirements
      3. Identification of Disconnects/Problem and Opportunity Areas
        1. Cause and Effect Analysis (Ishikawa / Fishbone Diagram)
        2. 5 Why’s/Root Cause Analysis
      4. Gap Analysis
      5. Introducing Metrics 
    7. Designing and Evaluating (Ranking) Needs and Potential “To-Be” States
      1. Pareto Analysis
      2. MuSCoW Analysis
      3. Objectives
      4. Constraints
      5. Risks
      6. Assumptions
      7. Validate Requirements (Meets Specifications)
      8. Verify Requirements (Fit for use)
    8. Impact and Transition Requirements - Getting from the “As-Is” to the “To-Be” may not be so easy!
    9. Evaluating Alternative Solutions
      1. Cost-Benefit Analysis
      2. ROI
      3. Selection Criteria
    10. Packaging the Solution
  6. Traceability and Monitoring
    1. Traceability Matrix - Making sure everything from the Charter actually Happens!
    2. Configuration Management
      1. Managing Product Changes
      2. The Change Process
  7. Solution Assessment and Validation
  8. The Challenge of Change
    1. Causes for Concern
    2. Resistance
    3. Tactics of Innovation
    4. Guidelines
    5. Force Field Analysis
    6. Getting Accepted by the Business
  9. Conclusion and Critique
    1. Review Major Topics
    2. The Total Systems Education Business Requirements Document Template
    3. Additional ‘Writing Requirements’ Practice
    4. The PMI-PBASM and IIBA Credentials
    5. Suggested Reading
    6. Participants Critique Workshop



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