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Learn what the facilitator needs to accomplish in each requirements-gathering session (goals, agenda, who to invite, artifacts, etc) as the project progresses - starting from business use-case sessions through to those that focus on user-IT interactions

Course Outline
Trainees facilitate requirements-gathering sessions and document the results over the course of a case-study project with an emphasis on the textual aspects of the documentation. Trainees learn state-of-the-art practices for gathering and documenting requirements based on the use case approach. The course covers what the facilitator needs to accomplish in each requirements-gathering session (goals, agenda, who to invite, artifacts, etc.) as the project progresses - starting from business use-case sessions that focus on the business context through to those that focus on user-IT interactions. Trainees also learn advanced techniques (extension, generalized and inclusion use cases) that result in requirements documentation that is easy to revise when business rules change.

The course follows today’s most widely accepted method of requirements capture – the popular ‘use case’ approach. The clear style and organization of use cases makes them well-suited as a source of test cases and for communicating with both business stakeholders and developers. In addition, use cases are a central aspect of iterative development methodologies such as IBM’s RUP and Microsoft’s MSF.

(Note: The course may be delivered with the use of the popular modeling tool, IBM Rational ROSE, when requested by the client.)

  • Inexperienced BAs are often unclear about what level of requirements to capture at each phase of a project.
    - This course provides clear guidance to the trainee on this issue by pacing the trainee through the requirement-gathering process from high-level business use cases down to low-level requirements. The course includes the Noble Path - a step-by-step practical guide to requirements capture.
  • BAs are often unclear how best to divide up the requirements documentation for a large project.
    - Trainees learn how to divide the project into end-to-end business process requirements as business use-cases and to decompose these into smaller units as system use cases.
  • BAs need clear guidance in documenting the text of user requirements. This course provides explicit, detailed instruction in the writing, numbering and organization of the textual requirements.
  • Small changes to the business environment often lead to big changes in the documentation.
  • This course provides detailed in the use of advanced documentation features (extensions, inclusions and generalizations) that reduce redundancies in the documentation, making it easier to revise.
  • BAs need experience to be effective facilitators of requirements-gathering sessions.
  • Trainees gain practice acting as facilitators for their group as they advance the case-study project.
  • The course provides detailed instructions for facilitators, including agendas, lists of invitees and artifacts produced during each session.
Why ‘use cases’?
  • The Use Case approach was developed in 1992 to improve the efficiency of requirements-gathering. Over the years since its introduction, the approach has gained wide acceptance due to its proven track record in capturing clear and complete user requirements.
  • One of the factors driving the growth of use cases has been its incorporation into the UML and Object-Orientation - the state-of-the-art technology behind e-commerce software, JAVA and the .NET environment.
  • Use cases are an integral part of iterative methodologies such as Microsoft MSF and IBM’s RUP.
What makes this course stand out from the competition?
  • The best course for learning what questions to ask when.
    - Learn what you need to find out from stakeholders at each stage of the project.
  • Trainees learn by doing - by developing a case study in ‘real time.’
  • Group facilitation sessions provide in-depth experience in using a team-based approach to development.
    - Each trainee gains practical experience facilitating and interviewing.
    - The result of this experiential learning approach is a skill-set that can be effectively applied on the job.

2 courses in one:
  • Many of our competitors offer one course in requirements gathering and another in use-cases. Rather than teach you hard-to-apply general rules for requirements analysis that require a follow-up course, we teach the topic once – the right way. In one course you learn how to capture requirements with detailed guidance for doing it using today’s most popular approach - use cases.
  • Supports the Enterprise Analysis function of the BA (BABOK, Chap. 2) through deep integration of business use cases examining the business context and impact of IT projects.
  • Includes valuable take-home materials: Comprehensive printed material including valuable job aids, examples, glossaries, tips, the Noble Path, as well as agendas and lists of questions for each type of interview session.
  • In keeping with the practical nature of the course, the course content draws from direct experience working in a variety of sectors, including banking, accounting, call centers, education and NGOs.
  • Focused content: includes the practical tools and techniques most commonly used to get the job done.
  • IT Business Analysts
  • Project Leaders
  • Facilitators who will be leading requirements gathering sessions
  • Business Users who will be explaining business requirements to software developers
  • Systems Analysts expanding their role into the business realm.
Class Format
  • Working in small interview teams, trainees facilitate requirements-gathering sessions and document resulting requirements for an end-to-end case study, learning what types of interviews, questions and techniques are appropriate for each phase of the IT project.
  • The approach is presented in an easy-to-follow step-by-step plan.
  • Each step is introduced and demonstrated by the instructor. Trainees follow by actively facilitating and participating in requirements-gathering sessions.
  • Facilitate requirements gathering sessions (with Business and System Use Cases).
  • Examine the impact of the project on the enterprise through business use-case analysis.
  • Create detailed textual requirements with the Use Case Description Template.
  • Decrease software bugs and omissions introduced in the analysis phase of your project – by employing powerful use case techniques that reduce redundancies and inconsistencies in the documentation.
  • Communicate effectively with the development team.
  • Model high-level requirements with use case diagrams.
  • Understand how use cases are used in the context of iterative development
  • Link other relevant material to use cases – such as business entities, non-functional requirements and activity diagrams.

Course Content
  • Introduction to Use Cases
    - History of Use Cases
    - Use cases and the Business Requirements Document
    - Link to other technologies:
          > OO, Iterative development
  • Criteria for selecting projects
  • Facilitating Requirements –Gathering Sessions with Use Cases
    - Rules for conducting use case workshop sessions
    - Preparation
    - Who should attend
    - Roles
    - Defining the Deliverables: When to best introduce and create:
         > Stakeholder Interest Table
         > Use Case Packages
         > Role Maps
         > Use Case Diagrams
         > Use Case Text
  • Analyzing the impact on the Enterprise with business use cases.
  • Eliciting and documenting detailed user requirements with system use cases
  • Use Case Description Template for textual documentation
  • Writing guidelines
  • How to number the requirements
  • Defining the users of the system:
  • Role Map
  • Defining actors, “generalized” and “specialized” actors
  • Working with stakeholders to discover and document the textual requirements:
  • Triggers
  • Preconditions
  • Postconditions
  • Basic (Normal) Flow
  • Alternate and Exceptional Flows
  • Organizing the documentation for maximum reuse with inclusion, extension and generalized use cases.
  • Links to other documentation
    - Data dictionary
    - Entity classes and class diagrams
    - Activity Diagrams
    - Non-functional requirements
  • Avoiding common errors
  • Standard solutions for common situations:
    - Customer IVR identification
    - CRUD (Create/ Read/ Update/Delete)
    - Login
    - Technology variations
    - Customer self-service
    - Geographical sub-sites within an e-commerce application
Job Aids containing:
    - Templates
    - Tips 
    - Examples
   - Glossary of technical terms
Daily Schedule Day 1:
  • Lesson 1: Introduction to Use Cases
  • Lesson 2: The Kick-off Meeting
  •                Analyze stakeholders and interests; identify high and mid-level objectives
  • Lesson 3: Analyze Business Use Cases
  • Lesson 4: Structure System Use Cases
Day 2
  • Lesson 5: Elicit and document System Use Cases/ Context and Basic Flow
  • Lesson 6: Elicit and document Alternate and Exception Flows
  • Lesson 7: Document inclusion, extension and generalized use cases
  • Lesson 8: Link use cases to other project artifacts (documentation and models)

Prerequisites & Certificates

Recommended to take course The Business Analyst Crash Course or equivalent knowledge

Certificates offered

Cancellation Policy
10 business day cancellation policy. if the course is confirmed and the student cancels within 10 days of the course, then they get charged and apply a credit for future courses. If they cancel outside of 10 business days, then there are no charges at all.
Map & Reviews
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Here are some reviews of the training vendor.
I realize that we are constantly dealing with technology, but I still think for a registration fee of almost $3,000, that a hardcover book should be included. I know that the option to print the book on a one-time basis exists.
Reviewed by 2016
Reviewed by 2016
The instructor was very knowledgeable and answered all questions. Jarod did an excellent job presenting.
Reviewed by 2015
The room was cold. I had to sit next to the space heater. It would be good to tell future patrons to dress warmly AHEAD of time. No suprises.
Reviewed by 2015
He was great and offered his contact info for further questions.
Reviewed by 2015
Howard was a fantastic instructor and the course was exactly what I required.
Reviewed by 2014
The trainer was excellent - the course exceeded my expectations.
Reviewed by 2014
This course provides an excellent overview and a bit of practice on the various functions of SharePoint 2013. I was disappointed at the number of exceedingly long breaks given after each module. I would have preferred less break time and more content to the course. Having never taken a SharePoint course with another provider, I don't know if this is the norm with all providers of just this one in particular.
Reviewed by 2014
I ranked the "Use of Technology" low because for Users who were remote the VM's that were setup were a little wonky. Could be very slow at times and then sometimes they needed to be refreshed to work properly with the lab. In some instances we couldn't follow along as replication would not occur fast enough and we would have our lab cut short (for us remote Users).
Reviewed by 2014
The instructor was good at remembering to acknowledge the online students even though he was facing a classroom of students also.
Reviewed by 2014
Insructor was not so good with the live examples. Also the handouts was not so useful
Reviewed by 2013
The trainer was excellent, very knowledgeable and had a lot of valuable experience to share. The problem was that there were way too many workshops that took too long and interfered with getting the maximum benefit from the instructor and the course.
Reviewed by 2013
This was quite informative. It was a great opportunity to have ‘real life’ discussions with certified PMs. The instructor had excellent examples and was able to share his PM experiences with us with concrete examples. In addition, this was a great opportunity to network with private sector/public sector PMs and develop a better appreciation of PM on both sides of the fence. Cheers, CL
Reviewed by 2013
Reviewed by 2013
I did not like the video format
Reviewed by 2013
As a remote attendee, it appeared the instructor paid attention to the "Attendee" and "Chat" windows only a few times throughout the day, so I was not confident that he would see if I sent a message or raised my hand during the course.
Reviewed by 2013
The chairs were not very comfortable and the material contained spelling and grammatical error (a few but still)as well as repetition of words.
Reviewed by 2013
Was a bit slow the last 1/2 day. Of course, for some, this was the last of a 4 day course (not just 2 days).
Reviewed by 2013
I really enjoyed the course and I learned a lot. The pace was excellent.
Reviewed by 2013
Reviewed by 2013
The room was excellent on its own - less distraction and no noise around you. There was no direction to the room when I walked in and therefore was not sure if I was heading in the right direction. We were not provided with the direction that there was coffee and fridge on the 3rd floor, and the bathroom floor was dirty.
Reviewed by 2012
This course was great, very informative, had Lionel as instructor and he was also very good.
Reviewed by 2012
Instructor was eager to assist but lacked subject matter expertise. Course time management was very poor. Content provided could have been delivered effectively in a one day course.
Reviewed by 2012
Good Course, good trainer. All questions addressed equally and in a timely professional manner.
Reviewed by 2011
The course content was interesting; however, the instructor didn't have enough knowledge about Microsoft Sharepoint 2010 Development and wasn't able to answer questions without google search. In the future CTE needs to make sure the instructors have real on-hands experience and are highly trained in the technologies they are supposed be teaching.
Reviewed by 2011

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