Planning and Managing Requirements


In-person classes – 2 days / Virtual (Live online) and Anytime Learning – 4 sessions


It is now well recognized that requirements are critical to the success of any major project.  According to PMI's 2014 Pulse of the Profession, "For every dollar spent on projects, 5.1 percent is wasted due to poor requirements management."  As a result, a planned requirements approach is essential to a successful and smooth-running project.  Just like the project itself needs a project plan, the requirements process needs a requirementsplan.

In this requirements management training course, you will learn important aspects of stakeholders as it relates to requirements management.  You will also learn about scope, planning, and how to develop an appropriately-sized management plan for your requirements.  

Pre-requisites: None

Skill Level: Intermediate


This workshop is designed for business analysts, requirements managers, project managers, and anyone who is involved in software development projects.  It also provides excellent information for business clients and sponsors, quality assurance analysts, and other stakeholders involved in software development projects.  No technical experience is necessary, but an understanding of applications development is required.

PDUs/CDUs:14  CEUs: 1.4

Certificate Programs:

  • Masters Certificate in Business Analysis


To help assimilate the tools and techniques learned, there is a mixture of individual and group exercises throughout the course. A lively role play and case study help reinforce concepts learned. Students need to be prepared for a high level of participation. Each participant receives a comprehensive student guide complete with examples and workshop solutions.

BONUS: Attend our Planning and Managing Requirements training course and get an electronic version of the Practitioner's Guide to Requirements Management book for free! 



  • A business case for requirements
  • IIBA Knowledge Areas
  • Requirements planning vs. project planning
  • Requirement Management Plan Components
  • Requirements Definition

Stakeholder Analysis

  • Stakeholder Definition
  • RACI Matrix
  • Requirements stakeholder identification
  • Stakeholder categorization
  • Stakeholder analysis
  • Stakeholder authority levels
  • Case study workshop: Develop a RACI matrix, categorize & analyze Stakeholders

Planning Considerations

  • Identify various planning considerations
  • Identify various project approaches
  • Case study workshop: Determine project approach

Understanding Scope

  • Project versus product scope
  • BA’s role in developing a scope statement
  • Scope statement components
  • BA and product requirements deliverables
  • Acceptance criteria
  • Requirements boundaries
  • Assumptions and constraints
  • Case study workshop: Review and enhance a scope statement draft

BA Activities Plan

  • Planning overview
  • BA deliverables
  • BA activities
  • Elicitation techniques overview
  • Modeling techniques overview
  • Common estimating methods
  • Estimating assumptions
  • Case study workshop: Identify and estimate requirements activities

BA Risk List

  • Risk overview
  • Requirements risks
  • Requirements risk by knowledge area
  • Risk plan elements
  • Risk approach
  • Monitor and control requirements risks
  • Case study workshop: Develop a requirements risk plan

BA Communication Plan

  • Communication considerations
  • Communication paths
  • Stakeholder communication preferences
  • Communication elements
  • Case Study Workshop: develop a BA communication plan

Requirements Management Process Plan

  • Requirements management processes
  • Requirement attributes
  • Requirements organization
    • Organization overview
    • Organization techniques
  • Prioritization
    • Prioritization overview
    • Prioritization techniques
  • Case study workshop: Develop a list of organized & prioritized requirements
  • Traceability overview
  • Case Study Workshop: Create a traceability matrix
  • Documentation & Change Management Processes
    • Establish baseline
    • Maintain Approvals and version control
    • Maintain scope approvals
    • Change control process
    • Scope creep
    • Document and analyze change requests
  • Case Study Workshop: Create a change management process

BA Performance Plan

  • Performance evaluation process overview
  • Metric guidelines
  • List of common BA metrics
  • Collect, measure & report BA metrics
  • Case study workshop: Identify BA metrics and measures for case study

 This outline is subject to change.