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"How to Capture Customer Requirements and Develop Project Scope"

Question: How can you better satisfy your customers’ needs, manage their expectations, banish scope creep and assure project success?

Answer: By capturing correct and complete project requirements.

This popular course provides pragmatic techniques for capturing, specifying, and managing requirements. You will increase your skill in speeding delivery of the right solution and develop insights that help you delight the customer with innovative solutions.   It is rich with examples that will help you recognize differences between good and bad practices.

Through a step-by-step case study exercise, you will study basic concepts, as well as some of the best practices of effective organizations.

Who should attend?
Anyone interested in improving performance of projects, programs, and organizations. This includes project managers, project management offices, executives, customers, users, technologists and project facilitators. This seminar is applicable to any kind of project, not just systems and software.


How you will benefit
Develop and enhance the contributions you make to your organization by being able to:

  • Discover both spoken and unspoken requirements
  • Ask the “three magic questions” that elicit essential information
  • Select content appropriate for business requirements, and organize it for prioritization and traceability
  • Use the G-O-A-T Matrix to select appropriate techniques for requirements capture
  • Write concise, compact, specific and unambiguous detailed requirements  that precisely describes needed functions and performance requirement
  • Appropriately use agile project techniques to increase speed, flexibility, and innovation
  • Write use cases to clarify what does the user’s “What” rather than the product’s “How”
  • Increase your leadership skills so that you can work collaboratively with customers
  • Develop insights that will allow you to be more innovative and better serve clients
  • Tailor a proven set of techniques to your own process
  • Identify, confirm and document project boundaries
  • Apply a basic template for specifying project requirements
  • Recognize the difference between requirements and design specifications
  • Establish priorities
  • Recognize the pitfalls that lead to enormous costs, rework and errors (The #1 mistake is confusing design with requirements!)
  • Describe the 1:10:100 rule of cost avoidance
  • Distinguish between good and poor specifications

Your seminar experience will cover:
You will work through an exercise to learn about the following essential concepts of requirements capture:

Translating requests to requirements: Why and how to define wants, needs and requirements. You will learn critical leadership perspectives that allow the project team to work collaboratively with customers and sponsors to get a complete and correct understanding of the underlying business issues and scope, including unspoken requirements.  

Asking solid questions that help deliver the right solution: Over 35 effective questions that anybody can ask. You will learn a disciplined, practical approach for developing rapport, trust, and credibility. You will get practical advice for managing the “you are the expert” pitfall.

Writing requirements: A straightforward, compact template for writing unambiguous, verifiable functional and performance requirements. With the block diagram, you will be able to create organized, complete, traceable documents, with the appropriate level of detail. Novices often ignore or improperly handle subsystem interfaces, but you will see tips to recognize and manage them effectively. Key points for reviewing and approving requirements.

Faster Projects and Awesome Products: Iterative and agile project management approaches that speed project delivery. A disciplined approach to delighting the customer within the bounds of budget and available time.

Eliciting and validating business, system, and user requirements: Techniques include a simple, straightforward approach to developing and writing use cases, field observation, contextual analysis, “V” model, mind mapping, the includes-excludes table, and prioritization through the triple constraint.

Defining scope: The three kinds of scope you must define and manage.  

Tailored delivery: Develop a personalized action plan for bringing the many course learnings back into your organization.

Instructional Methods
Case for small group work that includes solution sets. Lectures and discussions will enhance your understanding of this complex and vital subject. E-learning and webinar options are presently in development.  We also perform a pre-course learner needs assessment, methods review, and post course follow up.

How is this course different?
First off, by our personal actions, we demonstrate that we "walk our talk:" we ask questions and probe for your needs and then tailor delivery to your specific needs. Second, we keep a balanced mix of examples for learners: some are technical systems and some are ground in the everyday reality of making a personal purchase. Third, we emphasize a "light touch" and don't insist that people fill out mind-numbing templates and checklists. Fourth, we stress that "fast to learn is fast to deliver" and show how personal leadership skills - such as inquiry - can create positive work relationships and innovative solutions to clients needs.  Fifth, included in our course deliverables are "key learnings" and "good questions" that people can take back and put to immediate use. Sixth, you can personally interview your instructor, Greg Githens. Seventh, this course has achieved high recognition by the Project Management Institute's ® SeminarsWorld since 1998 as well as PMI® chapters.The more questions a sales person asks, the more 
likely the sales call will succeed. 
The more the sales person talks about features, 
the less likely the call will succeed.

 

 

 

Catalyst offers training and coaching, too.

NEW!

We have a new course that complements this course: "How to Describe Your Needs To Achieve the Right Solution, Delivered Quickly" is a 1 day course for customers and users.

 

 

 

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Copyright © 2006 Catalyst Management Consulting    Last modified: November 09, 2007