Project requirements are usually collected through an elicitation process, which requires employing various techniques and methods, such as discovery, analysis, understanding and validation. These methods can be applied in interviews, focus groups, questionnaires or requirements workshops. Typically, one or more business analysts will carry out the requirements elicitation process, while the project manager will be generally responsible for planning and setting up the requirements elicitation and management framework and for its outcome.
This approach might be applicable for various types of projects, but when gathering requirements from high-level executives — who don’t have the time nor need to know the details but who focus on the big picture — a special tailoring of this process might be needed. Here are eight strategies you or your business analysts should consider when collecting requirements from executives:
1. Prepare. Try to understand what their business priorities and objectives are. Find out in advance their preferred communication style. Get ready to collect the requirements in a short time and in an atypical environment — i.e., during a coffee break or lunch — due to their busy schedules (more on this point in number 5).
2. Simplify the process. Avoid going through checklists or elaborate discovery techniques. Instead, use a conversational approach, understand, guide and offer solutions and project pros and cons. Use visual depictions and summaries.
3. Simplify the language.Use simple and straight communication. Avoid technical language; instead, use examples or stories that relate to business problems and solutions.
4. Remain positive. Maintain a trustworthy attitude, be an adviser and be proactive. Instead of talking about issues or problems, talk about solutions and give details of what will work.
5. Focus on time.Consider that executives have many challenges to deal with, and hence the amount of time and attention they can allocate on a single topic is limited. Therefore, once you get their attention, stay focused and avoid wasting time. Remember: Time is money, especially for the C-suite.
6. Start with the outcome.The best advice I heard about communicating up is starting with the outcome. When you present solutions to their requirements, engage their attention by providing them an overview of the results first. Then they usually become more interested, creating an opening for you to tell them about the “how.”
7. Manage risk. Consider that some execs are sensitive to risk or can be risk-averse. If any of their requirements pose risks, prepare to develop risk mitigation and risk response options.
8. Maintain a strategic orientation.Focus on what the executives mostly care about — what impacts the business. In most cases, they’ll focus on a business vision, a product concept, innovation or financials (e.g., the outcome with the highest ROI).
What’s your experience with collecting requirements from executives? Have you employed any of these strategies? How did they work?
For more on requirements management, check out PMI's Pulse of the Profession® In-Depth Report: Requirements Management or visit the Requirements Management Knowledge Center of Excellence.
Delivering scope or fulfilling needs on a project is not always equivalent with adding value. In my opinion, a project adds value to an organization if its deliverables add value.
Many project managers approach the project in a delivery-oriented fashion. They plan for, work against, and monitor and control the project's work through deliverables. Delivery-oriented project managers make the scope's outcome tangible in order to fulfill the project's goals.
The first step to incorporating this project planning technique is to understand what a "deliverable" is. "Deliverables" are concrete and discrete artifacts of a project's outcome, such as products, functionalities, features, documents and plans. They can be obtained by "decomposing," or breaking down, the project's requirements in smaller, more manageable components.
As you decompose requirements, keep in mind that you can structure and manage the project deliverables in various ways. Some of the most common approaches for different types of organizations include:
As a side note, in agile projects, where teams are action-oriented, the work decomposition is done slightly different. The focus then is on epics, user stories and on the functionality to be delivered.
To decompose requirements effectively, I recommend following these tips:
Focusing mainly and steadily on the "what" is a pragmatic and efficient planning approach as you set up the project.
How do you decompose requirements?
Learn about the basics of project work planning, including the four main steps of planning.
We've all been there. When a project's scope isn't properly managed, it can lead to schedule delays, budget overruns or not meeting project goals.
Requirements scoping can help keep projects under control by establishing what criteria — such as prioritization — will drive decisions. The process also clearly details what the project will deliver, and perhaps just as importantly, what it won't.
Depending on a project's complexity, goals and project management approaches, there are various ways to manage requirements scoping. Here are three of the most common.
1. Early scoping assumes all scoping is done as part of the project charter or during the scope definition. The approach relies on precise estimations of required resources, budget and time. It discourages scope creep and requirements changes.
The advantage of early scoping is that it facilitates starting project work ahead of time. On the other hand, poorly estimated efforts can translate into budget or schedule overruns, resources bottlenecks or missed project goals.
Early scoping is recommended for projects where the main focus is on the scope, and on ones with no, or minimal, budget and schedule constraints. For example, early scoping works well on consolidation or integration projects, where the constraints on the scope (budget limitations, for instance) impact objectives.
2. Late scoping is performed after collecting, analyzing and even designing the requirements. At such late stages, efforts estimates are much easier to assess and generally more accurate.
Although late scoping can keep a project within budget and schedule boundaries, this approach has a considerable downside: Efforts spent for out-of-scope requirements are wasted or deferred. Consequently, this leaves less time, budget and resources for addressing in-scope requirements — the ones that matter.
Late scoping is recommended for projects addressing requirements that have similar (and not critical) relevance for the project's outcome — for example, regular maintenance projects.
3. Iterative scoping is a balanced, incremental approach. The entire scope is broken down and prioritized by items that have the highest relevance. These will be addressed in the first scoping round. The rest of the requirements, as well as potential changes or rework, are subject to scoping in subsequent iterations.
The requirements scoping and the project work advance in a rolling wave approach. Iterative scoping is especially useful for IT and agile projects.
How do you manage requirements scoping on your projects?
|No matter what industry you work in, chances are you've had to build a long list of specific requirements to help define project success and to identify project risks.|
In many cases, you're required to align with your primary stakeholders on these requirements before you can move to the next project phase. These stakeholders are likely high-level executives who come from the sales or marketing side of business, or who are senior enough to have bypassed getting into the fundamentals of a project.
Whatever the case, you're now left with the challenge of presenting them with these requirements. If they don't agree or understand your direction, you can't proceed on the project.
If you're lucky, your stakeholders believe they hired you and your team because you're the experts. In this case, the presentation is more about showing them you've done the work and the next steps, instead of actually having to get their buy-in.
Conversely, you may find yourself in a situation where many of the requirements need to be discussed and debated among the stakeholders.
No matter which of these situations you're in, I've found that this three-step approach works best when presenting requirements to executives:
1. Divide the requirements into categories that will vary depending on the type of project. For example, if you're producing a software solution, your categories may be "security," "user interface," "connectivity," and "primary functionality."
2. When you have determined your categories, summarize the high-level direction being defined by each of the micro-requirements under each category.
If there is a particularly divisive requirement and you anticipate debate, you should pull that requirement out and highlight it with its own slide. For instance, if you have decided to develop using Java and this needs to be discussed, or specifically approved, make sure that item is highlighted.
3. For all categories of requirements, create a list of pros and cons for the recommendation, and provide justification for the choice the team made. For documentation purposes, I would also include a check box that indicates agreement or disagreement from the stakeholders.
Presenting detailed requirements to executives, especially in a limited time frame, is always a delicate operation. In my experience, following this approach will ultimately help you get the support you need to move forward in your project's next phase -- without risking a drawn-out approval process.
What techniques have you used successfully to gain executive-level buy-in on project requirements?