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Project Management / Business Analysis

Data Gathering & Requirements Elicitation | BA022

Date: Course schedule to be announced
Course Length: One 8-Hour Day
Course Fee: $630 (10% discount for PMI members)


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For a project to be effective and produce quality results, we must focus on the true needs of the business and objectives of the Client/User. To determine these, it is necessary to gather information from a variety of stakeholders and subject matter experts, and to locate and use documentation and other sources of information.

This one-day  Data Gathering & Requirements Elicitation workshop covers techniques for gathering information about project requirements, assumptions, and constraints, and communicating it to project stakeholders. The skills covered include interviewing, requirements workshops (including Joint Application Design), document analysis, observation, and questionnaires. By bridging the communications gap, the production of quality products, on time, within budget, and without surprises, can become a reality!

Participants involved with PMI, the Project Management Institute's Project Management Professional - PMP - program, are awarded 7 PDU's, or "Contact Hours." Our instructors are also Endorsed Education Providers of the IIBA, and Business Analysts will receive 7 CDU's after completion of the program.

Course Outline 

  • Introduction and Overview
  • The Interactive Interview
  • Tools for the Interview
  • Creating the Interview Plan
  • Conducting the Interview
  • Interview Concerns
  • Joint Meetings - a.k.a JAD Sessions
  • Additional Data Gathering Techniques
  • Conclusion

This program consists of a lecture component, readings, presentations of sample problems, case study simulations, role-play, and a variety of additional class exercises. Handouts, checklists, tested questions, and other materials are provided to participants for on-the-job use.

The Program

Upon completion of this course, each participant will be able to:

  • Produce a Requirements Elicitation Plan
  • Plan and conduct one and two member interviews, under differing conditions and atmospheres
  • Develop questionnaires and surveys
  • Conduct effective observation or job shadowing
  • Plan and conduct JAD Sessions and Requirements Elicitation Workshops
  • Perform document analysis effectively
  • Establish rapport with users, business partners, and related stakeholders
  • Document information gathered, and plan follow-up action


Total Systems Education is renowned for working closely with clients, all over the world, to design and deliver training that exactly fits their specific needs. They don’t believe in “cookie-cutter” training! Their philosophy is that training must be current and real-world; delivering a skill-set that encompasses world-class best practices but is also immediately transferrable to the workplace. Total Systems Education is proud to be a PMI Premier Authorized Training Partner (ATP) and a recipient of the   “Best of the Best” Continuing Education Provider of the Year. For Business Analysts, Total Systems is also an EEP, Endorsed Education Provider, of the IIBA. These endorsements and certifications allow us to have our courses reviewed by the IIBA and PMI for relevancy, quality, and adherence to the best practices supported by both of these prestigious global organizations. These certifications also allow us to award PDUs and CDUs to participants involved in the professional credentialing processes for PMP, CAPM, CBAP, and the newly developed CCBA.

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