Providing the training you need to succeed in today's project environment

Name of Course: Determining Project Requirements

Course Number: 2169-JTC911

This interactive seminar targets professionals who want to improve their ability to translate customer needs into project requirements. Using a case study approach combined with pre-defined checklists and templates, the course explores different categories of requirements and which requirements gathering techniques work best for different stakeholders and types of projects. Participants learn to frame the project by documenting the business need and by ensuring the project is traceable to this need. A plan is created for the activities needed during the requirements phase of the project with a special focus on user profiling. Students practice both customer interviewing and Joint Application Development (JAD), as well as review different modeling techniques that help to capture project requirements. This program has been reviewed and approved by the International Institute of Business Analysis (IIBA®) and covers the IIBA® knowledge areas of Enterprise Analysis, Requirements Management and Planning, and Requirements Gathering.

Target Audience:
Project team members who participate in the requirements gathering process. Class has a focus on those individuals who gather requirements in a multi-stakeholder environment, where facilitated sessions might be used.

Exposure to requirements gathering within a project environment.

Duration: Two days

PDUs: 16 PDUs


  • Understand the role of a business analyst
  • Define what requirements are
  • Identify prerequisites to requirements
  • Review Pros and Cons with various requirement gathering techniques
  • Review ways to prioritize and select requirements
  • Understand what JAD (Joint Application Design) is and when to use it.
  • Plan and conduct a JAD session.

Instructional Methods:
Includes a mix of lecture, discussions, individual practices, case studies and the planning and delivery of an actual JAD session.

Topics Convered:


  • Review course objectives and agenda
  • Difficulties gathering requirements
  • The role of the Business Analyst

Definitions of terms

  • What are requirements
  • The International Institute of Business Analysis and their standards

Enterprise analysis

  • Understanding the business
  • Understanding the scope of the project

Requirements Planning and Management

  • The role of the Business Analyst
  • Key activities

Requirements Gathering

  • Approaches
  • Types of requirements
  • Organizing requirements
  • Requirements prioritization

Methods to gather requirements

  • Interviews
  • Prototypes
  • Surveys
  • Job shadowing
  • Facilitated sessions (JAD)

JAD roles

  • Facilitator
  • Scribe
  • Other participants

Modeling techniques

  • Swim lanes
  • Use cases
  • Functional decomposition
  • Entity Relationship Diagrams
  • Data Flow Diagrams
  • State Transition Diagram

Facilitation techniques

  • Characteristics
  • Problem participants

JAD sessions

  • Prepare and plan session
  • Execute JAD session


  • What to do next
  • Course evaluations