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Requirements Management: A Practice Guide

Book Description

Requirements Management: A Practice Guide is a bridge between A Guide to the Project Management Body of Knowledge (PMBOK® Guide), which speaks to requirements development and management from a high-level perspective, and Business Analysis for Practitioners: A Practice Guide, which describes requirements development and management at a detailed and practical level. This practice guide is the middle ground, offering project managers, program managers, teams members and stakeholders the opportunity to learn more about the requirements process

Table of Contents

  1. Cover Page
  2. Title Page
  3. Copyright Page
  4. Table of Contents
  5. Preface
  6. 1 - Introduction
    1. 1.1 - Purpose of this Practice Guide
    2. 1.2 - The Need for this Guide
    3. 1.3 - Intended Audience for this Guide
    4. 1.4 - Summary
  7. 2 - Requirements Management Overview
    1. 2.1 - Requirements Process Overview
      1. 2.1.1 - Requirements Management and Change
    2. 2.2 - Interaction with PMBOK® Guide Process Groups
      1. 2.2.1 - Initiating Process Group Interactions
      2. 2.2.2 - Planning Process Group Interactions
      3. 2.2.3 - Executing Process Group Interactions
      4. 2.2.4 - Monitoring and Controlling Process Group Interactions
      5. 2.2.5 - Closing Process Group Interactions
    3. 2.3 - Interactions with PMBOK® Guide Knowledge Areas
      1. 2.3.1 - Requirements and Stakeholder Management
      2. 2.3.2 - Requirements and Communications Management
      3. 2.3.3 - Requirements and Other Knowledge Areas
    4. 2.4 - Project Life Cycle Considerations
  8. 3 - Needs Assessment
    1. 3.1 - Needs Assessment Results
    2. 3.2 - Needs Assessment Portfolio-Level Activities
      1. 3.2.1 - Develop Portfolio Strategic Plan
      2. 3.2.2 - Define Portfolio Roadmap
    3. 3.3 - Needs Assessment Program-Level Activities
      1. 3.3.1 - Define Business Case or Equivalent
      2. 3.3.2 - Develop Program Plan
      3. 3.3.3 - Develop Program Roadmap
      4. 3.3.4 - Create Benefits Register
      5. 3.3.5 - Engage Stakeholders
      6. 3.3.6 - Develop Benefits Realization Plan
    4. 3.4 - Needs Assessment Project-Level Activities
      1. 3.4.1 - Develop Business Case
      2. 3.4.2 - Document and Communicate Results
    5. 3.5 - Needs Assessment Techniques
      1. 3.5.1 - SWOT Analysis
      2. 3.5.2 - Decision Analysis
      3. 3.5.3 - Gap Analysis
      4. 3.5.4 - Benchmarking
  9. 4 - Requirements Management Planning
    1. 4.1 - Requirements Management Planning Success Factors
      1. 4.1.1 - Organizational Commitment
      2. 4.1.2 - Recognizing the Value of Requirements Management Planning
      3. 4.1.3 - Stakeholder Engagement and Collaboration
      4. 4.1.4 - Integration with Project Management Activities
    2. 4.2 - Requirements Management Planning Activities
      1. 4.2.1 - Stakeholder Analysis and Engagement
        1. 4.2.1.1 - Generate or Refine the Stakeholder Register
        2. 4.2.1.2 - Group and Characterize Stakeholders
        3. 4.2.1.3 - Manage Stakeholder Engagement
      2. 4.2.2 - Requirements Management Planning Initiation
        1. 4.2.2.1 - Gather Project Information
        2. 4.2.2.2 - Identify Organizational Standards and Guidance
      3. 4.2.3 - Develop the Requirements Management Plan
        1. 4.2.3.1 - Core Components of the Requirements Management Plan
      4. 4.2.4 - Launch the Requirements Management Plan
    3. 4.3 - Requirements Tools
  10. 5 - Requirements Elicitation
    1. 5.1 - Requirements Elicitation Success Factors
      1. 5.1.1 - Planning and Preparation
      2. 5.1.2 - Active Stakeholder Engagement
      3. 5.1.3 - Defined Business/Organizational Need
      4. 5.1.4 - Domain Knowledge
    2. 5.2 - Requirements Elicitation Activities
      1. 5.2.1 - Plan for Elicitation
      2. 5.2.2 - Define Types of Requirements
      3. 5.2.3 - Conduct Elicitation Activities
      4. 5.2.4 - Document and Communicate Results
    3. 5.3 - Requirements Elicitation Techniques
      1. 5.3.1 - Interviews
      2. 5.3.2 - Facilitated Workshops
      3. 5.3.3 - Focus Groups
      4. 5.3.4 - Brainstorming
      5. 5.3.5 - Questionnaires and Surveys
      6. 5.3.6 - Document Analysis
      7. 5.3.7 - Interface Analysis
      8. 5.3.8 - Prototypes
      9. 5.3.9 - Observation
  11. 6 - Requirements Analysis
    1. 6.1 - Requirements Analysis Success Factors
      1. 6.1.1 - Skilled Resources
      2. 6.1.2 - Communication
      3. 6.1.3 - Collaboration
    2. 6.2 - Requirements Analysis Activities
      1. 6.2.1 - Plan for Analysis
        1. 6.2.1.1 - Activities
      2. 6.2.2 - Conduct Analysis Activities
        1. 6.2.2.1 - Identify, Analyze, and Document Requirements Attributes
        2. 6.2.2.2 - Select the Requirements Models
        3. 6.2.2.3 - Prioritize Requirements
        4. 6.2.2.4 - Allocate and Derive Requirements
        5. 6.2.2.5 - Verify Requirements
        6. 6.2.2.6 - Validate Requirements
      3. 6.2.3 - Document and Communicate Results
    3. 6.3 - Requirements Analysis Techniques
      1. 6.3.1 - Backlog Management and Prioritization
        1. 6.3.1.1 - MoSCoW
        2. 6.3.1.2 - Voting
        3. 6.3.1.3 - Timeboxing
      2. 6.3.2 - Modeling
        1. 6.3.2.1 - Scope Models
        2. 6.3.2.2 - Function Models
        3. 6.3.2.3 - Process Models
        4. 6.3.2.4 - Rule Models
        5. 6.3.2.5 - Data Models
        6. 6.3.2.6 - Interface Models
  12. 7 - Requirements Monitoring and Controlling
    1. 7.1 - Requirements Monitoring and Controlling Success Factors
    2. 7.2 - Requirements Monitoring and Controlling Activities
      1. 7.2.1 - Prepare for Requirements Monitoring and Controlling
        1. 7.2.1.1 - Set up System for Managing Requirements and Traceability
        2. 7.2.1.2 - Manage Requirements Attributes
        3. 7.2.1.3 - Maintain Traceability
      2. 7.2.2 - Create Traceability Matrix
      3. 7.2.3 - Approve and Baseline Requirements
      4. 7.2.4 - Manage Requirements Change Requests
      5. 7.2.5 - Monitor Requirements Status
      6. 7.2.6 - Document and Communicate Results
    3. 7.3 - Requirements Monitoring and Controlling Techniques
      1. 7.3.1 - Dependency Analysis
      2. 7.3.2 - Impact Analysis
      3. 7.3.3 - Traceability Matrix
      4. 7.3.4 - Change Control Boards
  13. 8 - Solution Evaluation
    1. 8.1 - Solution Evaluation Success Factors
      1. 8.1.1 - Approach Evaluation as a Process
    2. 8.2 - Solution Evaluation Activities
      1. 8.2.1 - Plan for Evaluation
      2. 8.2.2 - Validation during Solution Evaluation
      3. 8.2.3 - Document and Communicate Results
    3. 8.3 - Solution Evaluation Techniques
      1. 8.3.1 - Solicit Inputs
  14. 9 - Project or Phase Closure
    1. 9.1 - Project or Phase Closure Success Factors
      1. 9.1.1 - Documented Transition Plan
      2. 9.1.2 - Final Customer Acceptance
      3. 9.1.3 - Defined Metrics to Measure Benefits Realization
    2. 9.2 - Project or Phase Closure Activities
      1. 9.2.1 - Document
      2. 9.2.2 - Reuse
      3. 9.2.3 - Lessons Learned and Providing for Knowledge Transfer
      4. 9.2.4 - Support Transition to Operations
    3. 9.3 - Project or Phase Closure Techniques
      1. 9.3.1 - Expert Judgment
      2. 9.3.2 - Analytical Techniques
      3. 9.3.3 - Meetings
  15. Appendix X1
  16. Appendix X2
  17. Appendix X3
  18. References
  19. Glossary