Requirements Planning and Management

This 1-day course teaches the approach and considerations for undertaking requirements planning and management. This means starting with the end in mind and explicitly agreeing the requirements management approach in areas such as requirement activities, attributes, artefacts and traceability.

Recommend course:


It is well known that poor requirements planning and management is often a major underlying cause of project failure – schedule and budget overruns, solutions that offer little business value and scope creep. It is imperative for the success of projects that requirements activities are well planned and well managed.

This course also includes identifying people involved in requirements management, requirements governance, and managing of scope and requirements change.

For groups of 5 or more, contact to discuss hosting a private course in-house at your place.  



  • Overview of requirements planning and management
  • Why undertake requirements planning and management
  • Requirements planning and management process

People in Requirements Planning and Management

  • Success with people – stakeholders, project team, BA team
  • Engagement and communication

Defining the Requirements Approach

  • Defining requirements approach to activities, techniques, artifacts, deliverables, common information repositories, prioritisation, attributes, traceability, tracking, tools, risks, and issues
  • Documenting the requirements approach in a requirements management plan

Ensuring Quality in Requirements

  • Implementing a requirements quality framework
  • The quality process

Defining Requirements Governance

  • Agreeing decision types and decision makers in governance process
  • Sign-on and sign-off

Managing Scope and Requirements Change

  • Scope and change management
  • Change control process
  • Configuration management

Bringing it all Together

  • Requirement planning and management activities in a typical project lifecycle
  • Post implementation review

Learning Outcomes

Following the completion of this course, students will be able to:

  • Understand the success factors of the requirements activities and how to manage them
  • Identify roles and responsibilities in requirements planning and management
  • Agree and document a requirements management plan
  • Estimate and report on requirements management activity
  • Manage requirements changes and scope changes


This course is targeted at Business Analysts, Senior Business Analysts and Project Managers who have responsibility for requirements planning and management. It is most suitable to intermediate and experienced business analysts and project team members who already have a strong understanding of basic requirements elicitation and documentation disciplines.

Accreditation & Certification

This course is endorsed by the International Institute of Business Analysis and aligns to the Business Analysis Body of Knowledge®Version 3.0. This course contributes 8 Professional Development Hours (PD Hours) towards Qualifying for your IIBA® certification and 8 Continuing Development Units (CDUs) towards your recertification for either the CCBATM or CBAP® designation - use the IIBA® course code E031-008.


Given the stated audience above, all attendees should have either a minimum of 18 months experience in eliciting and document requirements OR have attended the Equinox courses ‘Requirements Elicitation’ and ‘Software Requirements with Use Cases’.

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