1. Client Interview & Requirements Gathering Workshop
ITEC 455 Business Requirements Analysis
Marisa Thomas, Jesse Felter
Deloitte Consulting LLP
February 24, 2010

2. Agenda Introductions How to Have a Successful Client Meeting
Tips and Tricks for a Successful Interview
Exercise

3. Introductions Marisa Thomas Jesse Felter
Senior Consultant at Deloitte Consulting. Joined firm in July 2006
Kogod MBA ’06, concentrations in IT Management and Marketing
Has experience as a functional lead for a Rapid Application Development team
Jesse Felter
Senior Consultant at Deloitte Consulting. Joined firm in March 2007
Carnegie Mellon University, B.S. ’04, concentration in Information Systems and Psychology
Has 6 years of experience with the system development lifecycle including requirements analysis, system design, development, testing, and implementation

4. How to Have a Successful Meeting
Set Objectives
Select Appropriate Client Personnel to Interview
Determine the Type of Interview
Consider Outside Information
Develop an Agenda
Decide on a Method of Documentation

5. The first step is to establish a clear focus for the interview
Step 1: Set Objectives
The first step is to establish a clear focus for the interview
Important questions to ask yourself are:
What types of information do I expect to get from the interview?
Is this the best way to get the information I need?
Are there any “gaps” within the information I have that may require client interaction?

6. Step 2: Select Appropriate Client Personnel
Do your homework by knowing the organizational structure of your client
Learn as much about your client before coming into the interview
This will help to gear the interview towards each person’s position and personality
By doing so you will establish credibility and rapport with the interviewee

7. Step 3: Determine the Type of Interview
One on One Interview
Typically more comfortable for the interviewee
Interviewee may be willing to share more information than when in a group environment
Group Interview
Great way to get a range of information in a short amount of time
May be difficult to schedule

8. Step 4: Consider Outside Information
Gather as much information as possible
Review public forms, reports, manuals and other forms of available information
This will increase the efficiency of the time with your clients

9. Step 5: Develop an Agenda
Documents your objectives and goals for the meeting
Helps make sure that important points are not overlooked
Keeps the interview moves in a logical progression

10. Step 6: Decide on a Method of Documentation
Decide how information will be documented
Will someone take notes?
Will the meeting be audio or video taped?
Establishing this before the meeting will help the meeting run smoother and guarantee that all important points are captured

11. Tips and Tricks for a Successful Interview
Lead the conversation with the information that you already know
Consider the interviewee’s knowledge and role
Paraphrase important findings throughout the interview to make sure you have accurate understanding

12. How to Get the Information You Want
Ask lots of open ended questions
Use phrases and words that are easy to understand
Avoid biased or loaded questions
Don’t hesitate to move the interview along with guiding questions
Ask for the opportunity to follow up after the interview to fill in any gaps you may have

13. Exercise: Instructions
Break into your project teams
Discuss your approach to scenario
Interview questions to ask
How to prepare (preparation, research, etc.)
Possible Agenda
Team member role and responsibilities
Designate a group spokesperson to present your questions
Team Preparation: 15 minutes
Client Questioning: 5 minutes per team
Updates to Team Preparation: 15 minutes

14. Questions