Info-Tech Research Group1 Requirements Gathering World Class Operations - Impact Workshop

Info-Tech Research Group2 Beyond Practical Research – Workshops Get You To Results Workshops: Leverage Best-Practices Research & Get to Action Unlike other Research firms we believe it’s important to help our members implement improvements. An on-site 40-hour workshop, which allows you to make systematic improvements to your core processes. Workshops are designed to help focus attention, create alignment, and ensure best practices are put to work at your organization. Our workshops help you get to immediate impact and results, and are tailored to your situation and needs. Workshops: Focused on You Implementing Improvements The goal of each Capability Optimization Workshop is to create tangible benefits and clear improvement as a direct result of the workshop. Specific deliverables, goals, metrics & outcomes are established for each workshop. Successful workshops will leverage Info-Tech’s years of analyst experience and written research, to provide an engaging experience that focuses on implementing and getting to measurable results. Each workshop begins by diagnosing the current state, and then focuses on designing high-impact improvements based on best-practices research. Three & Six Month follow-up will occur to ensure benefit realization. Info-Tech Workshops provide the best-practices and implementation support necessary to help an IT leader build a World Class IT Operation Capability Optimization Workshop Diagnose Current State Right- sizing Process Process Design Measuring Benefits Implementation Support

Info-Tech Research Group3 Poorly executed requirements gathering causes: Business needs that get lost in the translation between the initial the request and final output. Inadequate solutions or cost overruns and dissatisfaction with IT. Stakeholders not seeing the value in the methodologies, and workaround the process. Inconsistent project execution, which leads to inconsistent outcomes. Unnecessary technology purchase risks without a clear understanding of what the proposed solution must provide. Well executed requirements gathering results in: Consistent approach from project to project, resulting in more predictable outcomes. Solutions that meet the business need on the surface and under the hood. Reduced risk on fast-track projects by establishing a right-sized approach. Requirements team that can drive process improvement and improved execution. Confidence when exploring solution alternatives. What is Requirements Gathering? A set of practices that will ensure that IT project deliverables align with the real goals of the business.

Info-Tech Research Group4 Workshop Schedule & Core Deliverables NameGoalCore Deliverable Day 1 Developing Your Requirements Methodologies Develop a set of requirements methodologies to support a range of project types. Business Analysis Planning and Methodology Requirements Methodology Day 2 Building and Managing Requirements Develop processes for building business cases, developing requirements, and prioritizing & optimizing requirements. Requirements Gathering Process Requirements Management Process Business and Stakeholder Requirements Gathering Process Requirements Prioritization and Optimization Process Day 3 Solution Assessment and Validation Develop processes for making build vs. buy decisions, solution selection, and validating project success. Build vs. Buy Decision-Making Processes Buy Projects – Selection Processes Build Projects – Specification Processes Day 4 Governance and Continuous Improvement Develop processes for approvals and change management, improving team performance, and periodic review and improvement of the requirements methodologies. Managing Approvals, Changes, and Requirements Risk Optimizing Requirements Team Performance Continuous Improvement of Requirements Processes andTools Day 5 Review SOP and Debrief Review the recommended Standard Operating Procedures and address any outstanding issues. Final SOP List of outstanding requirements

Info-Tech Research Group5 Day 1: Developing Your Requirements Methodologies 1.1 Understanding Your Current State & Setting Workshop Goals Whiteboard your current overall process and requirements steps Identify and explore pain points in current processes Understand requirements processes in Plan- and Change- driven environments Set workshop goals 1.2 Developing Your Requirements Planning Methodologies Evaluate the need for a Process Methodology Library Define a process for selecting and adapting a requirements approach 1.3 Refining Your Requirements Planning Methodologies Review historical requirements documents & assess issues/ opportunities Right-size the Requirement Templates / Agile Lifecycle Optimize the requirement activities, communication, and stakeholder analysis / Agile Lifecycle Document SOP and Process Methodology Templates

Info-Tech Research Group6 Day 2: Building & Managing Requirements 2.1 Analyze the Elicitation Process Understanding elicitation techniques, and which ones to use Preparing for and conducting elicitation activities 2.2 Analyze the Requirements Management Process Managing solution scope, requirements, and conflict Managing traceability and re-use 2.3 Analyze the Enterprise Analysis Process Defining the business need Current capability gap analysis Solution approach selection Finalize requirements deliverables, format and communication Documenting and confirming elicitation techniques Solution scope definition 2.4 Analyze Requirements Analysis Process Specifying & modeling requirements Defining assumptions and constraints Prioritizing and organizing requirements Verifying requirements Define the business caseValidating requirements

Info-Tech Research Group7 Day 3: Solution Assessment & Validation 3.1 Build vs. Buy Decision Process Analyze historical Build vs. Buy decisions and examples Whiteboard the current process for Build vs. Buy decisions 3.2 Buy Projects – Selection Process Right-sizing acquisition processes Whiteboard high-level acquisition processes Refine, clarify, and optimize Buy requirements 3.3 Build Projects – Specification Process Refine, clarify, and optimize requirements for Build and Integration projects Evaluate Build/Integrate project processes and examples Improve Build/Integrate estimation processes Optimize and document the requirements-based selection process Assess proposed solutions and allocate requirements Determine key Build vs. Buy decision criteria Optimize and document Project Charter input processes 3.4 Solution Validation & Performance Evaluation Validating solutions Evaluating solution performance Optimize and document the Build vs. Buy decision process Establish validation processes and solution performance metrics

Info-Tech Research Group8 Day 4: Governance & Continuous Improvement 4.1 Managing Approvals, Changes & Requirements Risk Optimize the process for approval and sign off with Business Sponsors Manage the three stages of business case, requirements and solution approval 4.2 Optimizing Requirements Team Performance Review organizational roles and responsibilities Review BA Organizational Design Review BA staff & skills development 4.3 Continuous Improvement of Processes & Tools Review requirements methodologies, re-use and IT standards Review Requirements tool usage and suitability Review continual process improvement methodology Review BA Performance Assessment systems Manage to IT and Corporate standards Manage Requirements risks, mitigation, and acceptance Review Requirements monitoring, reporting & success metrics 4.4 Managing Stakeholder Feedback & Expectations Educate stakeholders on process and manage expectations Establish a regular feedback mechanism

Info-Tech Research Group9 Day 5: Review SOP & Debrief 5.1: Review Final SOP Review Purpose and Scope Review Processes and Reporting Review Roles and Responsibilities 5.2: Conduct Workshop Debrief Review Goals Address Outstanding Issues

Info-Tech Research Group10 We liked it a lot, I thought it added a lot of value, we learned a lot, we are definitely going to streamline our process. Really added a lot of value to have someone who had a deeper understanding of not just the BA role but information services, someone who could go beyond the X’s and O’s of the business analyst role. -Manufacturing Company Client Testimonials I told them when we left today, I don’t know if I would be able to express the value that we got out of the week. I feel like we have a place to go. -Insurance Company

Info-Tech Research Group11 Requirements Gathering Workshop Primary Deliverable: Best Practice Approach to Requirements Gathering Customized to your Process Refined methodologies and supporting processes to improve requirements accuracy and stakeholder satisfaction. Processes and tools to ensure optimal build vs. buy decisions and project outcomes. Ensuring continuous skills and process improvements through a BA Governance SOP. Requirements Gathering Methodology Requirements Gathering SOP Responsibility Assignment Matrix

Info-Tech Research Group12 Defining Requirements Workshop Core Deliverables Nine Key Deliverables will be completed during the Workshop: Business Analysis Planning & Methodology Understand how to approach Business Analysis Planning. Document a high-level SOP for Business Analysis Planning. Business & Stakeholder Requirements Gathering Process Develop a set of requirements methodologies to support a range of project types. Develop processes for building business cases, and developing requirements. Create templates to support requirements definition. Requirements Prioritization and Optimization Process Develop processes for prioritizing requirements. Optimize key processes associated with completion of business cases and enterprise analysis. Build vs. Buy Decision Making Process Develop a right-sized set of reusable Build vs. Buy processes and decision support tools Buy Projects – Selection Processes Develop acquisition-supporting processes so that Buy projects can be executing efficiently and effectively. 5

Info-Tech Research Group13 Defining Requirements Workshop Core Deliverables Nine Key Deliverables will be completed during the Workshop: Build Projects – Specification Processes Develop project-supporting processes so that Build and Integration projects can be executed efficiently and effectively. Managing Approvals, Changes & Requirements Risk Ensure stakeholders know what to expect from the new process Develop governance processes Optimizing Requirements Team Performance Get the most out of your BA team: better business outcomes and a more satisfied workforce. Continuous Improvements of Requirements Processes & Tools Ensure your processes don’t stagnate and make sure that they keep pace with your organizational maturity. Develop techniques for keeping your processes in tip-top shape 9

Info-Tech Research Group14 Requirements Gathering Workshop: Built on World Class Research, Experience, and Standards Research Process COBIT Driven Grounded in open international standards BAI02 Manage Requirements Definition Team with over 30 years experience Over 2,800 hours of research Based on primary and in-field research Tools & Templates 198 page Research Report 15 in-depth activities and exercises Responsibility Assignment Matrix Requirements Log Gap Analysis Template Requirements Verification Checklist Requirements Traceability Matrix Risk Analysis and Management Plan Stakeholder Analysis Plan Communication Plan