Business requirements gathering, sign off steps

1. Requirements
Management
Refinement & Enhancement

2. Agenda
1.Problem Statements
2.Requirements Management and SDLC
3.Walkthrough (WT) Process
4.Feedback Mechanics
5.Signoff Process

3. Problem Statements
• Walkthrough process is ambiguous
• Feedback mechanics are unclear
• Signoff process accountabilities and definition requires
clarity

4. RM & SDLC

5. Walkthrough
• Walkthrough
• What is a reasonable lead time for review?
• Who needs to participate?
• Prod, Arch, Dev, QA, TA, IT?
• CTPS, Marketing, Sales, PMO?
• What does their participation mean?
• Train the Trainer?
• Budgeting impacts…
• When is a second Walkthrough required?

6. Walkthrough - Recommendations
• Walkthrough recommendations
• ** Participants must come prepared **
• 5 business days lead time for work package review
• Standard Rule of Thumb, but can be amended by project group (active vs. passive
changes)
• Participants (Rule of Thumb)
• BRD Walkthrough Mandatory: Prod/BS, Arch, Dev, QA
• FSD Walkthrough Mandatory: Prod/BS, Arch, Dev, QA, TA,
• Optional: TA, IT, CTPS, Marketing, Sales?
• Budget Management
• 1 attendee from each group assigned and accountable
• Other attendees non-billable?
• When is a second Walkthrough required?
• Material impacts/changes to artifact only
• Should be determined at the end of walkthrough

7. Feedback Mechanics
• Feedback Mechanics
• What is a reasonable timeframe for feedback?
• Who should the feedback go to?
• What is a reasonable timeframe for revisions?

8. Feedback Mechanics - Recommendations
• Feedback Mechanics
• 2 business days to provide feedback from signatory groups
• Feedback should go to Author and Project Manager only
• Author will publish aggregate feedback back to team
• 5 business days for revisions unless otherwise noted
• Revisions are sent as an FYI (final) unless material impact to
Requirements or Design
• Only material changes result in a second walkthrough
• Determined by project group

9. Signoff Process
• What does signoff really mean?
– Do different phases have different processes?
– Accountabilities & Signatories?
– BRD signoff – who signs off?
– FSD signoff – who signs off?
– Prod, Arch, Dev, QA, TA, IT?
– CTPS, Marketing, Sales, PMO?

10. Signoff Process - Recommendation
• Signoff means the work package received is complete and
accurate for functional group to start its next deliverable
• (tech spec, test strategy etc.)
• Signoff within 2 business days of receipt of revised (or final)
work package
• unless a 2nd
walkthrough is required
• BRD signoff
• Mandatory: Product/BS, Arch, QA, Client (if applicable)
• Optional: Dev?
• FSD signoff
• Mandatory: Product/BS, Arch, Dev, QA
• Optional: TA? IT?