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A Business Requirements  Litmus Test  for Project Managers Copyright © 2009 Facilitaire, Inc. www.requirements-online.com Copyright © 2009 Facilitaire, Inc. www.requirements-online.com Ron Baldwin & Sandy Brasher Facilitaire, Inc. May 19, 2009
About Us Copyright © 2009 Facilitaire, Inc. www.requirements-online.com ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Requirements-Online™
A Quick Overview of Business Requirements Copyright © 2009 Facilitaire, Inc. www.requirements-online.com
What is a Business Requirement? Copyright © 2009 Facilitaire, Inc. www.requirements-online.com A business requirement describes an organization’s desired future-state to be achieved through the deployment of new or improved technology
Requirements Process ,[object Object],[object Object],Copyright © 2009 Facilitaire, Inc. www.requirements-online.com
Requirements Elicitation ,[object Object],[object Object],[object Object],[object Object],Copyright © 2009 Facilitaire, Inc. www.requirements-online.com Gathering? Eliciting? Developing? Discovering?
A Quick Survey Copyright © 2009 Facilitaire, Inc. www.requirements-online.com (A quick  unscientific  survey)
A Quick Survey ,[object Object],[object Object],[object Object],[object Object],Copyright © 2009 Facilitaire, Inc. www.requirements-online.com ,[object Object],[object Object],[object Object],[object Object]
A Quick Survey ,[object Object],[object Object],[object Object],[object Object],Copyright © 2009 Facilitaire, Inc. www.requirements-online.com ,[object Object],[object Object],[object Object],[object Object]
A Quick Survey ,[object Object],[object Object],[object Object],[object Object],Copyright © 2009 Facilitaire, Inc. www.requirements-online.com Our survey says… A. 80% B. 15% C.  5%
A Quick Survey ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Copyright © 2009 Facilitaire, Inc. www.requirements-online.com Our survey says… A. 35% B. 30% C. 20% D.  5% E. 10%
A Quick Survey ,[object Object],[object Object],[object Object],[object Object],[object Object],Copyright © 2009 Facilitaire, Inc. www.requirements-online.com ,[object Object],[object Object],[object Object],[object Object],[object Object]
A Quick Survey ,[object Object],[object Object],[object Object],[object Object],[object Object],Copyright © 2009 Facilitaire, Inc. www.requirements-online.com ,[object Object],[object Object],[object Object],[object Object],[object Object]
A Business Requirements Litmus Test for Project Managers Copyright © 2009 Facilitaire, Inc. www.requirements-online.com
A Litmus Test ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Copyright © 2009 Facilitaire, Inc. www.requirements-online.com
A Litmus Test Copyright © 2009 Facilitaire, Inc. www.requirements-online.com Question : Does the information describe something that should happen during the course of the project? If “YES”, then the information is probably a project task or activity. Proposed BR :  “Controls will be in place at time of conversion to identify and correct out of sync account-level conditions.”
A Litmus Test Copyright © 2009 Facilitaire, Inc. www.requirements-online.com Question : Does the information point to some other persons, places or things for the actual requirement? If “YES”, then the information is probably an instruction or assignment. Proposed BR :  “The business rules for the new application are available in the source code of the legacy system.”
A Litmus Test Copyright © 2009 Facilitaire, Inc. www.requirements-online.com Question : Does the information describe a concern of the business regarding the outcome of the project? If “YES”, then a risk or issue may have been identified. Proposed BR :  “Ideally, external customers  must participate in testing of the daily notification report.”
A Litmus Test Copyright © 2009 Facilitaire, Inc. www.requirements-online.com Question : Does the information describe the way that the business and IT will work together to support the technology after it is in production? If “YES”, then the information may describe an operational requirement or a preference regarding a an ongoing management process. Proposed BR :  “The system will be managed in production by IT and the business organization so that errors are handled expeditiously.”
A Litmus Test Copyright © 2009 Facilitaire, Inc. www.requirements-online.com Question : Does the information describe the way that a business unit should operate, or function, after the project is over? If “YES”, then it is likely that part of a functional requirement has been identified. Proposed BR :  “The business unit will be able to monitor transactions with errors within 15 minutes of posting.”
A Litmus Test Copyright © 2009 Facilitaire, Inc. www.requirements-online.com Question : Is the organization’s desired future-state described in a way that would necessitate the implementation of new or improved technology? If “YES”, then a business requirement probably has been identified. Proposed BR : “All end-of-month adjustments will post to the primary customer account after close of business of the first business day of the following month.”
A Litmus Test Copyright © 2009 Facilitaire, Inc. www.requirements-online.com With the first draft of business requirements in hand and looking at the project’s timeline, evaluate what has been proposed… Note:  This is proposed as an “experimental” concept. People Places Things During the Project Project tasks, issues, risks, etc. During Implementation In Production User Requirement? Functional Requirement? Business Requirement?
A Business Requirements  Litmus Test  for Project Managers Ron Baldwin & Sandy Brasher Facilitaire, Inc. May 19, 2009 Copyright © 2009 Facilitaire, Inc. www.requirements-online.com Copyright © 2009 Facilitaire, Inc. www.requirements-online.com

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Business Requirements Litmus Test Project Managers

  • 1. A Business Requirements Litmus Test for Project Managers Copyright © 2009 Facilitaire, Inc. www.requirements-online.com Copyright © 2009 Facilitaire, Inc. www.requirements-online.com Ron Baldwin & Sandy Brasher Facilitaire, Inc. May 19, 2009
  • 2.
  • 3. A Quick Overview of Business Requirements Copyright © 2009 Facilitaire, Inc. www.requirements-online.com
  • 4. What is a Business Requirement? Copyright © 2009 Facilitaire, Inc. www.requirements-online.com A business requirement describes an organization’s desired future-state to be achieved through the deployment of new or improved technology
  • 5.
  • 6.
  • 7. A Quick Survey Copyright © 2009 Facilitaire, Inc. www.requirements-online.com (A quick unscientific survey)
  • 8.
  • 9.
  • 10.
  • 11.
  • 12.
  • 13.
  • 14. A Business Requirements Litmus Test for Project Managers Copyright © 2009 Facilitaire, Inc. www.requirements-online.com
  • 15.
  • 16. A Litmus Test Copyright © 2009 Facilitaire, Inc. www.requirements-online.com Question : Does the information describe something that should happen during the course of the project? If “YES”, then the information is probably a project task or activity. Proposed BR : “Controls will be in place at time of conversion to identify and correct out of sync account-level conditions.”
  • 17. A Litmus Test Copyright © 2009 Facilitaire, Inc. www.requirements-online.com Question : Does the information point to some other persons, places or things for the actual requirement? If “YES”, then the information is probably an instruction or assignment. Proposed BR : “The business rules for the new application are available in the source code of the legacy system.”
  • 18. A Litmus Test Copyright © 2009 Facilitaire, Inc. www.requirements-online.com Question : Does the information describe a concern of the business regarding the outcome of the project? If “YES”, then a risk or issue may have been identified. Proposed BR : “Ideally, external customers must participate in testing of the daily notification report.”
  • 19. A Litmus Test Copyright © 2009 Facilitaire, Inc. www.requirements-online.com Question : Does the information describe the way that the business and IT will work together to support the technology after it is in production? If “YES”, then the information may describe an operational requirement or a preference regarding a an ongoing management process. Proposed BR : “The system will be managed in production by IT and the business organization so that errors are handled expeditiously.”
  • 20. A Litmus Test Copyright © 2009 Facilitaire, Inc. www.requirements-online.com Question : Does the information describe the way that a business unit should operate, or function, after the project is over? If “YES”, then it is likely that part of a functional requirement has been identified. Proposed BR : “The business unit will be able to monitor transactions with errors within 15 minutes of posting.”
  • 21. A Litmus Test Copyright © 2009 Facilitaire, Inc. www.requirements-online.com Question : Is the organization’s desired future-state described in a way that would necessitate the implementation of new or improved technology? If “YES”, then a business requirement probably has been identified. Proposed BR : “All end-of-month adjustments will post to the primary customer account after close of business of the first business day of the following month.”
  • 22. A Litmus Test Copyright © 2009 Facilitaire, Inc. www.requirements-online.com With the first draft of business requirements in hand and looking at the project’s timeline, evaluate what has been proposed… Note: This is proposed as an “experimental” concept. People Places Things During the Project Project tasks, issues, risks, etc. During Implementation In Production User Requirement? Functional Requirement? Business Requirement?
  • 23. A Business Requirements Litmus Test for Project Managers Ron Baldwin & Sandy Brasher Facilitaire, Inc. May 19, 2009 Copyright © 2009 Facilitaire, Inc. www.requirements-online.com Copyright © 2009 Facilitaire, Inc. www.requirements-online.com

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  15. Specifying business requirements is a challenging activity for professionals at all levels of expertise. Frequently, other important aspects of a project are intermingled within an initial requirements specification document.Based on our experience, we suggest a few guidelines for Project Managers to use to evaluate information presented as business requirementsAn approach based on the process of elimination… Correctly classify information provided<number>
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