Corporate / Group Training

Requirements - Planning and Scoping

Corporate Education Group, In Andover (+1 locations)
1/2-day; One 4- hour sessions; One 3- hour sessions; Two 2-hour sessions
Next course start
Inquire for more information (+2 start dates)
Classroom, Virtual Classroom
1/2-day; One 4- hour sessions; One 3- hour sessions; Two 2-hour sessions
Next course start
Inquire for more information (+2 start dates)
Classroom, Virtual Classroom
This provider usually responds within 48 hours 👍

Course description

When starting a new requirements assignment it is critical that you start by understanding exactly what is included within its scope (to avoid scope creep) and plan how you’re going to approach it. Many companies have requirements deliverable templates that need to be completed. Without understanding how you plan to approach it, the plan simply becomes “complete the templates” by filling in the sections. This workshop will cover the first phase of a requirements life cycle process whereby you will determine its scope from different perspectives and develop a requirements project plan to guide your work. While not all projects are the same and the process should be tailored to meet its needs, you will always conduct planning and scoping — the level of effort this takes will vary by project size, type, and nature.

The format of the workshop will be interactive and collaborative. It will serve to provide hands-on workshop discussions/exercises to ensure a sound understanding of how to effectively:

  • Understand that there are different types of projects.
  • Determine and the scope of the projects by looking at different perspectives: business context, business area/processes, organizational/stakeholder, technology, and information.
  • Develop the plan for the requirements project based upon what type of project it is.
  • Plan for and conduct a requirements project kickoff meeting.

Upcoming start dates

Choose between 2 start dates

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  • Classroom
  • Andover

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  • Virtual Classroom
  • Online

Training content

Module 1: Conduct Initial Information Gathering

  • Discussion: Starting a New BA Project
  • Who and What
  • Business Goals and Requirements
  • Conduct Document Analysis
  • Create a Project “Working Document”
  • Overview of the Case Study — Initial Information Gathering

Module 2: Define the Scope

  • Business Context
    • Exercise: Build a Business Context Diagram
  • Organization
    • Exercise: Build an Organization/Role Chart
  • Business/Technology
    • Exercise: Build a Business/Technology Landscape Diagram
  • Business Processes
    • Exercise: Build a Process Decomposition Diagram
  • Information
    • Exercise: Build a Business Information Inventory or Information Model
  • Product(s)
    • Exercise: Build an Initial Draft of the Product Model

Module 3: Conduct Stakeholder Analysis

  • Identify Requirements Project Team/Stakeholders
  • Stakeholder Register Template
  • Roles and Responsibilities
  • Exercise: Build a Stakeholder Register

Module 4: Determine Requirements Project Approach/Deliverables

  • Determine Requirements Project Approach
  • Exercise: Document Factors about Project and High-Level Approach

Module 5: Create the Requirements Project Plan

  • Develop the Requirements Project Plan
  • Key Factors for Planning
  • Exercise: Build a High-Level Requirements Project Plan

Module 6: Conduct Requirements Project Kickoff

  • Exercise: Build a Plan for the Requirements Project Kickoff


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Certification / Credits

  • Describe the value of a requirements life cycle process that can be used to guide the business analysis/requirements project in a standard and consistent manner.
  • Illustrate the different perspectives involved in scoping a project and building artifacts to describe the scope to minimize scope creep.
  • Conduct stakeholder analysis to ensure that you include the right people at the right time on the project based upon their domain areas of expertise.
  • Determine the nature of the project and understand the differences that will help you determine the approach and plan for tackling the work.

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Corporate Education Group
300 Brickstone Square - Suite 201
Andover MA 01810


Corporate Education Group (CEG) is a premier provider of talent development solutions. Since 1987, CEG has collaborated with clients to unlock business value by delivering talent strategies and development solutions that align with targeted business goals to make your workforce...

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