Writing and Managing Effective Requirements

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​Successful projects are built on the foundation of well-understood requirements. This course provides the techniques to help Business Analysts write well-formed, verifiable requirements that translate stakeholder needs into clear and testable solutions.

Intended Audience

​This course is intended for intermediate to advanced Business Analysts who are looking to improve their skills for eliciting, analyzing, documenting, validating, and communicating requirements.

At Completion

​Participants will learn the techniques necessary to perform:

  • Enterprise Analysis - ensuring goals and objectives are defined
  • Elicitation – to help better understand the needs of the stakeholders
  • Requirements Analysis – to define and refine solution requirements
  • Solution Assessment & Validation - to confirm the proposed approach will meet stakeholder's needs
  • Requirements Management & Communication – to properly manage and communicate requirements

This course is compliant with the IIBA's Business Analysis Body of Knowledge (v2.0) and enforces the industries best practices and techniques. Students will learn a practical approach for writing-correct, clear, concise, comprehensive, and cohesive requirements.


​No prerequisites - This course is suitable for both beginner and intermediate Business Analysts who want to increase their skills for writing and managing effective requirements on their projects.

Exams & Certifications


​Full Student Guide and requirements templates

Course Outline

​Section 1: Introduction to Business Analysis

  • What is Business Analysis
  • Benefits and Challenges
  • Project Success Factors

Section 2: The Role of the Business Analyst

  • BA role and responsibilities
  • The IIBA mission and history
  • BA-BoK guide and purpose
  • Overview of knowledge areas
  • Exercise – Ball Toss Challenge
  • BA role vs. PM role
  • Importance of requirements communication
  • Exercise – Introduce the Case Study

Section 3: Supporting the Project Portfolio (Enterprise Analysis)

  • The purpose of Enterprise Analysis
  • The executive paradox
  • Defining the business need
  • Exercise – Defining the Business Need
  • Goals and objectives
  • Business requirements
  • Exercise – Writing Business Requirements
  • The importance of stakeholders
  • Stakeholder identification
  • Keeping track of stakeholders
  • Exercise – Identifying Stakeholders

Section 4: Developing the Solution Vision and Scope

  • Purpose of defining the vision and scope of a project
  • Conducting brainstorming sessions
  • Brainstorming usage considerations
  • Finding system boundaries
  • The Context Diagram
  • Actors and key information
  • Exercise: Draw a Context Diagram

Section 5: Understanding Requirements and Business Rules

  • What is a requirement?
  • Requirement types
  • Business, Stakeholder, Solution, and Transition requirements
  • Assumptions and constraints
  • Business rules
  • Taxonomy of business rules
  • Decision tables
  • How to write simple calculations
  • Requirements vs. business rules
  • Exercise – Writing Requirements

Section 6: Business Process Modeling

  • Why do we model processes?
  • What is Business Process Management?
  • Basic BPM notation
  • Developing a Business Process Model
  • Business Process Modeling – A case study
  • Exercise – Create a Business Process Model

Section 7: Planning and Eliciting Requirements

  • What is requirements elicitation?
  • Interviewing – what and why?
  • Preparing for an effective interview
  • Types of questions to ask
  • Sequencing questions
  • Active listening techniques
  • Exercise – Planning for Elicitation
  • Conducting the interview
  • Establishing rapport
  • Feedback techniques
  • Exercise – Conducting an Elicitation Session
  • Other elicitation techniques

Section 8: Use Case and User Story Analysis

  • What is an Actor?
  • Types of Actors
  • How to "find" Use Cases?
  • Diagramming Use Cases
  • Tips on naming Use Cases

Exercise – Drawing a Use Case Diagram

  • What are scenarios?
  • The Use Case template
  • Scenario examples
  • Best practices for writing Use Cases
  • Exercise – Writing the Main Success Scenario
  • Scenarios and flows
  • Alternate and exception flows
  • Exercise – Writing Alternate and Exception Scenarios

Section 9: Analyzing and Documenting Requirements

  • Requirements and Use Cases
  • Non-Functional requirements
  • User Interface Requirements
  • Exercise – Develop a User Interface
  • UI Data Table
  • Reporting requirements
  • Data requirements
  • Data accessibility requirements
  • Preparing the requirements package
  • Business Analysis deliverables
  • Exercise – Analyzing Requirements

Section 10: Additional Information

  • Useful books and links on writing effective requirements



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