using different types of questions to uncover requirements
TRANSCRIPT
Using Different Types of Questions to Uncover
Requirements
Presented For SoftEd, July 20/21, 2021
By Eugenia C. Schmidt PMP CBAP PMI-PBA
We will be starting shortly….This session will be recorded and available to view after the webinar.To ask a question during the webinar, be sure to use the Q&A function in Zoom.
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Do you ever find yourself stuck during an interview when you do
not know what question to ask next, or how to pull out the
requirements you need from the stakeholder? Being good at
asking good questions will make your job as a business analyst
less stressful. Know how different types of questions can be
applied in different ways. Not only will you learn how to produce
some of your own questions, but you will also be provided with
some great examples that you can walk away with and start
applying right away!
Presentation Abstract
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• Get a quick overview of various question type examples.
• Gain awareness of how assumptions developed early in an initiative become questions during analysis.
• Examine the business analysis knowledge that can help trigger more probing questions.
• Pick up some hints and tips on how to manage communications so it is perceived less like an interrogation and more like an inquiry.
As an attendee, you can expect to:
Expected Outcomes
“The worst question you can ask during a requirements discussion is, ‘What do you want?’ The second-worst question is, ‘What are your requirements?’ No one knows quite how to answer these questions. Customers and other elicitation participants might not share the analyst’s understanding of what a requirement is.”
– Karl E. Wiegers, More About Software Requirements
VIT817 V1
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Asking Good Questions
• Gaining Understanding
• Tell me more about the current patient check-in
process?
• Probing for Information (leverage checklists)
• What concerns do you have with the new instant
prescription process as defined in the process flow?
• Test Assumptions
• Does everyone have that same
understanding of how that process works?
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Open vs. Closed Ended
• Open-ended are nondirective
• Closed-ended are directive
• Blend different types
• Put in sequence.
• How do you plan to use this feature? [Open]
• Has this feature caused you any problems in the past? [Closed]
• Can you elaborate on the problem that caused you the most pain? [Open]
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Context Free
• All open-ended questions
• Very high level, general questions
• Can be applied in any situation
• Anything else?
• What else?
• Is that it?
• Can I recap?
• Can you restate that a different
way?
• Can you show me?
• Can you give me some
examples?
• Say some more about that.
• Can you elaborate?
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Probing and Fact-Finding Questions
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Funnel Questioning
• Start with closed ended
(easy factual questions)
• Starts with general
questions
• Then dive to detail
• Increases trust &
confidence
Is this for external customers? [yes]
Are they residential only? [yes]
Is Canada included? [no]
Great, then we only have to deal with the USregulations. Right?
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Collaborative & Confirming Questions
• Taps into feeling, concerns
• Taps into hidden
assumptions
• Promotes calmness
• Promotes open discussions
• Guides group to agreement
• How is that different than
what was said?
• Do I understand you
correctly that…
• What are the benefits or
impacts to you
personally?
• Can you live with the
decision?
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Leading Questions
• Suggests particular answer
• Can lead to particular outcome
• Generally undesirable
(may direct to false
information)
Leading: If you used the job aid
provided, that would fix the
problem, wouldn’t it? (suggests an
answer)
Better: What suggestions do you
have for fixing the problem? (get
their ideas with an open ended
question)
Follow up with: Why would you
resolve it that way? (get to root
cause/requirements through
probing)
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Meta Questions
• Questions about
questions
• Checking;
• Right person
• Right level of detail
• Within scope
• Why do you think that question
is important to ask?
• Are these questions relevant to
you?
• Are these the right questions to
ask about the product? What
would you ask?
• You appear upset by that last
question, are you?
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Activity: Which Types?
I just walked into your computer department at a retail store. You approached
me to ask if I needed any help. I said “Absolutely. I need a laptop.”. What
might be some examples of different types of questions you would ask me so
you could direct me to the right product. Describe why you would ask me
those types of questions.
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What are Assumptions
• Believed to be true and sets expectations
• A place holder to manage the “unknowns” and
still move forward
• Should be tested as soon as possible
• Helps to define scope, but may change
• Helps gain agreement on understanding
• Will have many before requirements analysis is
performed (Business Case and Project Charter)
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Turning Assumptions to Questions
Assumptions are made here
They get validated here
Assumptions turn into questions, then requirements, then solutions here
See Appendix for Easy-Read Version
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Example Assumption Impacts to BA
Assumptions Business Analysis Impact
Included or excluded features of a product
Scope definition, validation needed during analysis
Technology platforms or other solution specifications
Verify it is not a constraint. If not, ensure it aligns to requirements to see if assumption changed, may impact timeline and budget if different solution is recommended. If it is or becomes a constraint, that will impact which requirements are feasible and expectations must be managed.
Organizations that will or will not be impacted
Must be validated during stakeholder analysis and may impact scope of work in addition to scope of the solution.
Skill levels of users Impacts non-functional requirements (usability)
Availability of resources or business operations impacts
Requirement sources may not be available when needed during analysis
R
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Use Checklists for Questions
• Business and solution Domains
• Requirement classifications
• Gap analysis questions
• Ambiguous words
• Risk categories
• Interface Assessment Checklist
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Business Domain Checklist
Would you ask different questions if your company or organization
was:
❑Global vs. local
❑Public vs privately owned
❑Acquiring other companies
❑Growing very quickly vs. downsizing
❑Shifting resources organizationally
❑Moving business processes to another country
❑Very flat organization vs. a deep hierarchy
❑Others?
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Solution Domain Checklist
Would you ask different questions if you knew that the following
were being considered:
❑Packaged solution
❑Cloud solution
❑Legacy system was a constraint
❑New security software implementation
❑New enterprise-wide technology standard
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From the perspective of what the
system will provide
From the perspective of those that
interact with the system
From the perspective of the business
and project needs
Requirement Classification Checklist
Mor
e ef
fect
ive
and
prog
ress
ivel
y el
abor
ated
Classifying requirements into types helps us determine if we are missing anything.
See Appendix for Easy-Read Version
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Non-Functional ChecklistWhat has changed?
Note that non-functional may also be referred to as “quality attributes”Categories based on list from Software Requirements Memory Jogger by Ellen Gottesdiener
Affecting the operation of
software
• Transactions?
• Number of users?
• Forecasted growth?
• User skill levels?
• Volume of data?
• Cycle time?
• System failures?
• Hacking attempts?
Deployment Environment
• Locations of users?
• User access?
• Difficulty to modify?
• Ease of changing configuration?
• Ease to move to different platform?
Development Environment
• Availability of processor capacity, space or bandwidth?
• Expense to change specific software?
• Expense to integrate with other software?
• Cost of testing?
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Business Rules Checklist
• Behavioral
(a.k.a. Operational)
• Business Constraint
• Action Enabler
• Definitional
(a.k.a. Structural)
• Inferences
• Derivations
• Facts
Bu
sin
ess
Ru
les?
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Gap Analysis
Current
System
Subsystem A
Feature 1(keep)
Feature 2
(remove)
Subsystem B
Feature 3
(change)
Hig
h L
evel to
Deta
il Level
Future
System
Subsystem A
Feature 1 Feature 2
Subsystem B
Feature 4
(added)Feature 3
CONTEXT
As-is to To-be
GAP ANALYSIS
What would you keep, remove, add or change (KRAC)?
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Ambiguous Words Checklist
• All, Everything
• Adequate, Suitable
• Applicable, Relevant
• Approximately
• Appropriate, Reasonable
• Automatically
• Better, Best, Worst
• Clearly
• Compatible
• Completely
• Easy, Simple, Efficient
• Execute
• Fast, Rapid, Quick, Timely
• Fault-tolerant
• Few, Most, Least, Many
• Flexible
• Heavyweight, Lightweight
• Intuitive
• Maximum, Minimum
• Optionally, Sometimes
• Readily
• Robust
• Safely
• Seamless, Transparent
• Several
• User-friendly
• Usually
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Risk Categories
External
Vendors & Suppliers
Organizational
Resource Movement &
Availability
OrganizationalCapability Gaps
Business Impact
Benefit or Value Realization
Environmental
Customer
Market
Regulatory
Governance
Portfolio Priorities
Strategic Change
Enterprise
Maturity
Quality Attributes
Complexity,Interfaces
& Integration
Hardware/Software
Architecture
Technical
Solution
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Interface Assessment Checklist
Is it inbound or outbound
Which standards apply
Triggers, events that activates it
The frequency
Privacy or security rules
Data types and data controls
Validation rules and error handling
Variability to formats
Quality attribute characteristics
Expected volume and capacity
Headers and other unique identifiers
Pet
Pre
scri
pti
on
R
equ
est
Pharmacy
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Summary: Hints and Tips for Questioning
27
What to Avoid
• Complex, multipart questions
• Asking a series of questions and not waiting for the answers
• Rushing through a series of questions using a script
• Using terminology that is foreign to your audience
Getting Good Answers
• Make sure you have the right
person
• Wait! Give them time to think!
• Check the environment, can
they talk openly?
• Invite elaboration (tell me
more)
• Provide context and stay
within scope
You won’t leave without some additional tools to use!
Appendix
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Post Webinar Activity: Review 200+ Business Analysis Questions
1. Individually review 200+ Business Analysis Questions handout provided
with the webinar
2. Find two questions that you wish you would have asked (or wish someone
would have asked) on a previous project.
3. Alternately, find two questions that you will now ask on a current or future
project.
4. Share and discuss with peers.
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Resources
• Business Analysis Body of Knowledge V3, by the International
Institute of Business Analysis (www.iiba.org)
• More About Software Requirements: Thorny Issues and Practical
Advice by Karl Wiegers
• Software Requirements Memory Jogger by Ellen Gottesdiener
• 200+ Business Analysis Questions by Eugenia C. Schmidt
(Handout)
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GinaS @SoftEd.com
www.linkedin.com/in/eugeniaschmidt
Thank you for joining us today. Questions?