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Advanced Project Management Series
Validating Requirements
1
© 2015 Core Performance Concepts Inc.
Things to Know…
All participants will be on mute.
Questions are welcome.
Use the question box to ask questions.
PM training is valid for 1 PDU
Must be in attendance
PDU certificate sent by the end of the week
© 2015 Core Performance Concepts Inc.
Moderator
Denise Rodriguez
Project Insight
Marketing
www.projectinsight.net
Diane C. Altwies, MBA, PMP
CEO, Core Performance Concepts Inc.
Training in project management,
PMP® and CAPM® certification, leadership,
business analysis, agile and six sigma
www.coreperformanceconcepts.com
Presenter
PMP® and CAPM® are registered trademarks of the Project Management Institute
4
© 2015 Core Performance Concepts Inc.
Goals of the Advanced Series
Expand your knowledge of more complex tools and techniques
Identify practical ways to begin using advanced techniques
Explore methodologies or techniques to enhance project
management competency
Build leadership skills to manage people more effectively
© 2015 Core Performance Concepts Inc.
Presenter
Mr. Jan Birkelbach, MBA, PMP
Provides program and project management
consulting, strategic business analysis, and
training in all areas of project management.
Helped recent client establish best practices in
project requirements, scheduling, portfolio-
project office strategy and implementation.
[email protected]® is a registered trademark of the Project
Management Institute
© 2015 Core Performance Concepts Inc.
We don’t manage projects based upon a requirements
document
Our organization doesn’t validate requirements against a
project’s business purpose before proceeding
There is confusion in distinguishing requirements
validation and verification
Customers are not held accountable to documented
requirements, or requirements go unverified
Do You Experience these Challenges Regarding
Requirements?
© 2015 Core Performance Concepts Inc.
Objectives of the Webinar
At the end, you will better understand how to:
� Validate requirements against a project’s business purpose
� Distinguish requirements validation from verification
� Manage requirements based upon defined roles
� Explain the value of documented requirements to project
success
© 2015 Core Performance Concepts Inc.
Types of Project Documentation
Project Charter
Scope Statement
WBS
Requirements
� Business solution requirements
� Functional requirements
� Non-functional requirements
Requirements traceability matrix
Technical Specifications
Design documents
Use Cases
� Scenarios
� Flow Diagrams
� Descriptions
Verification and Test Plans
Training Documentation
© 2015 Core Performance Concepts Inc.
Requirements Definition
Understand the problem the project is supposed to solve;
Collecting expected outcomes, wants and requirements
Requires:
� Organization and structure
� Ability to visualize and articulate
� Excellent interviewing and analytic skills
� Ingenuity and persistence
� Iterative revision, chipping away, refining
� Prioritization and Validation
© 2015 Core Performance Concepts Inc.
Validation Definition
Are we building the right product?
Techniques to evaluate whether stated
requirements and specifications will
deliver expected business benefits from
project deliverables and outcomes*
* Adapted from BABOK® Guide 2.0
© 2015 Core Performance Concepts Inc.
Verification Definition
Have we built the product right?
Techniques of evaluating a component or
product to ensure it complies with
specifications and meets requirements.
Adapted from BABOK® Guide 2.0
© 2015 Core Performance Concepts Inc.
Agile Methodology
• Validation and Verification take
place in-process, for each product
iteration or release
• Effectiveness in delivering
validated requirements each at
iteration is a key driver to agile
project velocity
• Velocity is defined as “speed in
the desired direction”
• Accordingly, as the product
becomes more fully articulated,
good validation provides
increased levels of customer
satisfaction, faster, while
minimizing missteps, side trips,
and cost.
© 2015 Core Performance Concepts Inc.
Validating Requirements
Understand
� The problem that is to be solved by the project
� The expected outcomes; success requirements
� How the project is anticipated to solve the problem
� The contributing relationships among the parts
Requires
� A strategic project vision
� Logical solution framework
� Identification of requirements
� Definitions and specifications
© 2015 Core Performance Concepts Inc.
Your Project’s Requirements?
Clarity of Purpose
Culture and Habit
Validation
Solution Integrity
‘Mis-implementation’
© 2015 Core Performance Concepts Inc.
Roles & Responsibilities for Validation
Role Responsibility
Project Manager Ensure that the project ultimately delivers on project
objectives and solves the business problem
Business Analyst Identify business requirements and provide the process to
ensure that requirements will be validated prior to, then
verified during and after project completion
Quality Assurance Team Perform validation tests
•Technical personnel
•Business personnel
© 2015 Core Performance Concepts Inc.
Roles for Successful Validation
Who is
Responsible?Follow an orderly, standardized process
Define roles and responsibilities through
task assignments and use of a responsibility
matrix (such as a RACI chart)
Review Roles and Responsibilities with your
team, listen and gain buy-in.
© 2015 Core Performance Concepts Inc.
Example: Website for Wine Bar
• Create a website for a wine bar to increase its sales revenue
Project business objective
• Increase revenues by 10% within one year of website launch
• Acquire new customers by x%
• Increase purchases from existing customers by x%
Objectives
© 2015 Core Performance Concepts Inc.
Problem > Business Solution
Problem and Proposed Solution
Need to increase revenue year over year
Build a new website to better attract new customers and to sell more to current customers
How will that work? Rationale?
What’s needed to make it work?
Solution Metrics and Validation
Objective: 10% Revenue growth
Baseline: $1,000,000
Responsibility: CFO to CEO
Timeline: 1 year
Define tactical components’ contribution to the objective
Requirements to achieve each
© 2015 Core Performance Concepts Inc.
Validating the Business Solution
An objective should be defined to solve the business problem
Every requirement should provide support to an objective
Every requirement should be validated against the solution
You should be able to PROVE that if all requirements have
been met, that the solution will work
It may take time beyond project delivery to verify success
Technical requirements are validated in a similar manner
© 2015 Core Performance Concepts Inc.
Validation: What’s the Value of it ?
Value of meeting project objectives?
Consequences of not meeting them?
Effort invested in validation?
Benefit Cost Ratio or Margin
Decision to Validate / how thoroughly?
© 2015 Core Performance Concepts Inc.
Tips for Validation
Take
Action
Steps
Adopt methods for validating business requirements and project objectives that are specifically suited to your business.
Identify who is responsible for solving the business problem, determining and evaluating the metrics for success, and providing supporting requirements.
Clearly define responsibilities, milestones, and necessary coordination.
© 2015 Core Performance Concepts Inc.
More Tips for Validation
Take
Action
Steps
Dedicate part of the project budget to
requirements validation, and associated
meetings, through tasks in WBS work
packages, work authorization controls, and
stage gates.
Use requirements traceability tools to
ensure that direct relationships exist between
project scope, product specifications, and
stated requirements before building or
procurement.
© 2015 Core Performance Concepts Inc.
Review
Validate requirements against a project’s business purpose
Distinguish requirements validation from verification
Manage requirements based upon defined roles
Explain the value of documented requirements to project success
Questions & Discussion
© 2015 Core Performance Concepts Inc.
What Else?
The First 5 Attendees to Email
Will Receive FREE 45-Day Access To Our
Online PMP® Exam Testing Center
Test Your Knowledge ... Whether You Have Your PMP® or NOT!More Than 1,400 Test Questions ...
Based on the New PMBOK® Guide 5th Edition
Run Simulated 200-Question Practice Exams
Run 25-Question Knowledge Area Exams
© 2015 Core Performance Concepts Inc.
Special Promotion
Continue improving your project management
skills. Core Performance Concepts offers a
10% discount on their online courses for
anyone attending the webinar.
Check them out today!
http://clicky.me/cpc-pm
© 2015 Core Performance Concepts Inc.
2015 Advanced Webinar Series
The 4th Wednesday of Every Month
� 8:00 am Pacific Time
Topics
� Feb 25th – The “How To” of Using Social
Networking in Talent Management
© 2015 Core Performance Concepts Inc.
Register Ahead of Time
Go to www.projectinsight.net
2 ways to register:
� Training & Support
� Project Insight Calendar
© 2015 Core Performance Concepts Inc.
Earn PDUs
You will automatically receive your PDUs certificate via email after the webinar
For further questions: [email protected]
Earn 1 PDU for each webinar session attended
To register your PDUs go to www.pmi.org and login as a member of PMI to record continuing
education
Select Category B – Continuing Education
� Input start and end dates
� Hours completed: 1
� Provider name: Core Performance Concepts Inc.
� Phone number: 949-859-7004
� URL: www.coreperformanceconcepts.com
� Email address: [email protected]
© 2015 Core Performance Concepts Inc.
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© 2015 Core Performance Concepts Inc.
Learn more…
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today!
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© 2015 Core Performance Concepts Inc.
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to fill out the request information form to have a
Project Insight Representative contact you.
© 2015 Core Performance Concepts Inc.
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