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10 Requirement
Elicitation Techniques
For Business Analysts
“One of the key objectives of business
analysis is to ensure that requirements
are visible to and understood by all
stakeholders”
IIBA BABOK 2.0
2 © Grassy Fork Software 2014
Requirements Elicitation
 To elicit is to
 draw forth or bring out
 call forth or draw out
 Requirements elicitation is an active effort
to extract information from stakeholders and
subject matter experts
 Elicitation is not a step or a task you do at a certain
point. It is a set of techniques you apply,
appropriately, during the requirements phase.
3 © Grassy Fork Software 2014
Why Not Requirements Gathering?
Requirements
Gathering
Requirements
Elicitation
vs.
 Like collecting sea
shells
 Take what you see
 More reactive, less
proactive
4 © Grassy Fork Software 2014
 Like archeology
 Planned, deliberate
search
 More proactive, less
reactive
10 Requirements Elicitation Techniques
Focus Groups
Document Analysis
Brainstorming
Observation
Interviews
Interface Analysis
Survey/Questionnaire
Requirements
Workshops
Prototyping
Process Modeling
5 © Grassy Fork Software 2014
#1 Brainstorming
 Produce numerous ideas
 Set a time limit
 Make it visual
 Designate a facilitator (usually the BA)
 Watch group size! (ideally 6-8)
 Establish ground rules
 criteria for evaluating and rating ideas
 do not allow criticism
 limit discussion and evaluation
 At the end, use criteria to evaluate ideas
 Can be fun, productive, and motivating
6 © Grassy Fork Software 2014
#2 Document Analysis
 Elicit information from existing documentation
 Helpful when subject matter experts are not available or
no longer with the organization
 Use relevant documentation to study
and understand relevant details
 business plans, project charters,
business rules, contracts, statements
of work, memos, emails, training
materials, etc
7 © Grassy Fork Software 2014
#3 Focus Groups
 Elicit information from a select group via a moderator
 Very formal process
 More structured
 Usually has 6-12 attendees
 Requires a skilled moderator
 Promotes discussion
 Asks open questions
 Engages all members
 Remains neutral
 Saves time and cost from not conducting
many individual interviews
8 © Grassy Fork Software 2014
#4 Interface Analysis
 Identify interfaces between solutions and define
requirements for them
 A basis for successful interoperability
 Clarify boundaries of the applications
 Identify interfacing stakeholders
 Define the inputs and outputs of the interface
 plus validation rules
 and events that trigger the interactions
 Some types of interfaces
 to/from external applications
 to/from internal applications
 to/from external hardware devices
9 © Grassy Fork Software 2014
#5 Interviews
 Ask questions geared toward uncovering information
 Formal or informal
 Directed at an individual or selected group
 Maintain focus on the goals of the interview
 Open-ended questions find information and gaps
 Closed ended questions confirm and validate
 Success depends on
 Knowledge of interviewer and interviewee(s)
 Experience of the interviewer
 Skill in documenting discussions
 Readiness of interviewee to provide information
 Relationship between the parties
 Not a good way to reach consensus (BABOK 2.0 – p.180)
10 © Grassy Fork Software 2014
#6 Observation
 Study a stakeholder's work environment
 Good when documenting current or changing processes
 Passive/Invisible
 observer does not ask questions
 takes notes
 generally stays out of the way
 Active/Visible
 dialog with the user
 while they are performing their work
 May be disruptive
 May be time consuming
 May not observe all possible
scenarios
11 © Grassy Fork Software 2014
#7 Process Modeling
 Understand work with multiple steps, roles, or
departments
 Initiated by an event
 Activities to include
 Manual
 Automated
 Combination of both
 Visual nature may help some people
 Can become complex and unwieldy
if not structured carefully.
 Complex processes should be broken into
their components to aid in understanding
12 © Grassy Fork Software 2014
#8 Prototyping
 Visually represent the user interface
 Good validation measure
 Great for interaction
 Supports visual learners
 Focus on the whole solution or just a
specific area
 Great for validating requirements and
uncovering gaps
 Can take lots of time if bogged down in
the “hows” instead of the “whats”
13 © Grassy Fork Software 2014
#9 Requirements Workshops
 One the most effective techniques
 Have an agenda
 Carefully select attendees
 Use an experienced, neutral facilitator
 Use a scribe (not the facilitator)
 One or a few days in duration
 Elicit information in a short period
 Too many participants slow it down
 Too few participants cause gaps
 Team member availability is an issue
 Combine with other techniques
 interviews
 surveys or questionnaires
 prototyping for clarity
 process modeling for understanding
14 © Grassy Fork Software 2014
#10 Survey/Questionnaire
 Efficiently elicit information from many people
 Have a purpose
 Appropriate audience
 Establish a timeframe
 Clear and concise questions
 Focus on business objective
 Support with follow-up interviews
 Closed ended questions
 Range of possible responses is very well understood
 Easier to analyze
 Open ended questions
 Extra detail when the range of response is not well understood
 Harder to analyze and quantify
 Use selectively
15 © Grassy Fork Software 2014
References / Resources
 International Institute of Business Analysis (IIBA)
 “Business Analysis Body of Knowledge 2.0”, 2009
 Wiegers, Karl E., “Software Requirements, 2nd Edition”
 Microsoft Press, 2009
© Grassy Fork Software 2014
16
© Grassy Fork Software 2014
17
Thank you for your time and attention today!
www.grassyforksoftware.com

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ten requirement elicitation techniques for BA.pptx

  • 2. “One of the key objectives of business analysis is to ensure that requirements are visible to and understood by all stakeholders” IIBA BABOK 2.0 2 © Grassy Fork Software 2014
  • 3. Requirements Elicitation  To elicit is to  draw forth or bring out  call forth or draw out  Requirements elicitation is an active effort to extract information from stakeholders and subject matter experts  Elicitation is not a step or a task you do at a certain point. It is a set of techniques you apply, appropriately, during the requirements phase. 3 © Grassy Fork Software 2014
  • 4. Why Not Requirements Gathering? Requirements Gathering Requirements Elicitation vs.  Like collecting sea shells  Take what you see  More reactive, less proactive 4 © Grassy Fork Software 2014  Like archeology  Planned, deliberate search  More proactive, less reactive
  • 5. 10 Requirements Elicitation Techniques Focus Groups Document Analysis Brainstorming Observation Interviews Interface Analysis Survey/Questionnaire Requirements Workshops Prototyping Process Modeling 5 © Grassy Fork Software 2014
  • 6. #1 Brainstorming  Produce numerous ideas  Set a time limit  Make it visual  Designate a facilitator (usually the BA)  Watch group size! (ideally 6-8)  Establish ground rules  criteria for evaluating and rating ideas  do not allow criticism  limit discussion and evaluation  At the end, use criteria to evaluate ideas  Can be fun, productive, and motivating 6 © Grassy Fork Software 2014
  • 7. #2 Document Analysis  Elicit information from existing documentation  Helpful when subject matter experts are not available or no longer with the organization  Use relevant documentation to study and understand relevant details  business plans, project charters, business rules, contracts, statements of work, memos, emails, training materials, etc 7 © Grassy Fork Software 2014
  • 8. #3 Focus Groups  Elicit information from a select group via a moderator  Very formal process  More structured  Usually has 6-12 attendees  Requires a skilled moderator  Promotes discussion  Asks open questions  Engages all members  Remains neutral  Saves time and cost from not conducting many individual interviews 8 © Grassy Fork Software 2014
  • 9. #4 Interface Analysis  Identify interfaces between solutions and define requirements for them  A basis for successful interoperability  Clarify boundaries of the applications  Identify interfacing stakeholders  Define the inputs and outputs of the interface  plus validation rules  and events that trigger the interactions  Some types of interfaces  to/from external applications  to/from internal applications  to/from external hardware devices 9 © Grassy Fork Software 2014
  • 10. #5 Interviews  Ask questions geared toward uncovering information  Formal or informal  Directed at an individual or selected group  Maintain focus on the goals of the interview  Open-ended questions find information and gaps  Closed ended questions confirm and validate  Success depends on  Knowledge of interviewer and interviewee(s)  Experience of the interviewer  Skill in documenting discussions  Readiness of interviewee to provide information  Relationship between the parties  Not a good way to reach consensus (BABOK 2.0 – p.180) 10 © Grassy Fork Software 2014
  • 11. #6 Observation  Study a stakeholder's work environment  Good when documenting current or changing processes  Passive/Invisible  observer does not ask questions  takes notes  generally stays out of the way  Active/Visible  dialog with the user  while they are performing their work  May be disruptive  May be time consuming  May not observe all possible scenarios 11 © Grassy Fork Software 2014
  • 12. #7 Process Modeling  Understand work with multiple steps, roles, or departments  Initiated by an event  Activities to include  Manual  Automated  Combination of both  Visual nature may help some people  Can become complex and unwieldy if not structured carefully.  Complex processes should be broken into their components to aid in understanding 12 © Grassy Fork Software 2014
  • 13. #8 Prototyping  Visually represent the user interface  Good validation measure  Great for interaction  Supports visual learners  Focus on the whole solution or just a specific area  Great for validating requirements and uncovering gaps  Can take lots of time if bogged down in the “hows” instead of the “whats” 13 © Grassy Fork Software 2014
  • 14. #9 Requirements Workshops  One the most effective techniques  Have an agenda  Carefully select attendees  Use an experienced, neutral facilitator  Use a scribe (not the facilitator)  One or a few days in duration  Elicit information in a short period  Too many participants slow it down  Too few participants cause gaps  Team member availability is an issue  Combine with other techniques  interviews  surveys or questionnaires  prototyping for clarity  process modeling for understanding 14 © Grassy Fork Software 2014
  • 15. #10 Survey/Questionnaire  Efficiently elicit information from many people  Have a purpose  Appropriate audience  Establish a timeframe  Clear and concise questions  Focus on business objective  Support with follow-up interviews  Closed ended questions  Range of possible responses is very well understood  Easier to analyze  Open ended questions  Extra detail when the range of response is not well understood  Harder to analyze and quantify  Use selectively 15 © Grassy Fork Software 2014
  • 16. References / Resources  International Institute of Business Analysis (IIBA)  “Business Analysis Body of Knowledge 2.0”, 2009  Wiegers, Karl E., “Software Requirements, 2nd Edition”  Microsoft Press, 2009 © Grassy Fork Software 2014 16
  • 17. © Grassy Fork Software 2014 17 Thank you for your time and attention today! www.grassyforksoftware.com