Thursday, February 18, 2021

Best Practices: Requirements Management

 

 

Best Practices: Requirements Management

 

February 18; updated 15 Feb 2025

 

 

Authored by: H L Ragsdale

 



Purpose

To define Best Practices in documenting Laboratory Informatics Product requirements during a project with sustainability in mind for the future.

Background

PMI / PMBOK: Knowledge Areas and Process Groups

As per The Standard for Project Management and A Guide to the Project Management Body of Knowledge (PMBOK® Guide), Requirement management falls under the Knowledge Area of Project Scope Management.



https://www.pmi.org/

The Outputs of planning being Requirements documentation and Requirements traceability matrix.

The PMBOK states, “The requirements management plan is a component of the project management plan that describes how requirements will be analyzed, documented, and managed. “

PMI / PMBOK: Requirements Management

Within the Process Groups, Requirements Management includes activities of Requirements analysis and Requirements monitoring and controlling. As per the PMBOK:

“Requirements analysis. This domain focuses on examining, decomposing, and synthesizing the elicited information into an actionable set of requirements that fulfill the stated goals and objectives.

Requirements monitoring and controlling. Requirements are continually traced, monitored, and controlled to ensure the product scope is continually managed throughout the project and changes to the requirements are placed in scope only when approved.



https://www.pmi.org/

Laboratory Informatics

As defined on the website Wikipedia (February 2021):

“Laboratory informatics is the specialized application of information technology aimed at optimizing and extending laboratory operations.[1] It encompasses data acquisition (e.g. through sensors and hardware[2] or voice[3][4][5]), instrument interfacing, laboratory networking, data processing, specialized data management systems (such as a chromatography data system), a laboratory information management system, scientific data management (including data mining and data warehousing), and knowledge management (including the use of an electronic lab notebook).”

Scope

In Scope

This paper is meant to address the output of the Planning Process Group and how requirements are documented, and managed.

Out of Scope

·       Project specific requirements not addressing Product requirements

·       Justification for the documenting requirements and traceability

·       The important element of requirement elicitation

·       The development of preceding User stories and Use cases

Requirement Details

Requirements need to be SMART, that is:

·       Specific

·       Measurable

·       Attainable (appropriate, actionable, achievable)

·       Realistic

·       Testable and Traceable

Considerations

Focus on Value

The current thinking is to not overdo or underdo documentation but develop, requirements that just meet the need. Focus on developing light weight requirements. Will it be used? Who will use it? Basically, is there value in producing an artifact.

Approaches

Whether Predictive, Iterative. Incremental, Agile or Hybrid, there needs to be some way to document “requirements”. These may take many formats. The format should depend on the situation.


; PMBOK version 6 and Agile Practice Guide



PMBOK version 6 and Agile Practice Guide

Visual Representations

A large percentage of people interpret visual information faster. Visual models are highly beneficial. Use visual models to support

 


BA for Practitioners Practice Guide; https://www.pmi.org/

Process

Use progressive elaboration. Start high-level and progressively elaborate to different levels.

In general terms: Vision > User Story > User Requirements > Use Cases and/or Functional Requirements > Detailed Specifications

 

Level 1

The problem that is trying to be solved or vision.

Develop a high level process diagram or an Agile Epic.

 

Level 2

Breakdown the high level into a series of lower level items.

Provide Business Process modeling or create a series of User Stories.

 

Level 3

Breakdown the lower level items into an individual user requirements.

Develop the business requirements that are needed.

 

Level 4

Breakdown business requirements into Functional Requirements.

Functional Requirements may be a combination of visual and text. Individual Functional Requirements, Use case diagrams and/or Use Cases.

 

Level 5

Document Detailed Specifications for a technical perspective of the system.

References

The Project Management Body of Knowledge (PMBOK), https://www.pmi.org/

Requirements Management Practice Guide; https://www.pmi.org/

BA for Practitioners Practice Guide; https://www.pmi.org/

Business Analysis 2016: Modern Requirements – Getting High Quality Requirements Done Fast - Angela Wick

https://en.wikipedia.org/wiki/Laboratory_informatics

Studies Confirm the Power of Visuals to Engage Your Audience in eLearning; www.shiftelearning.com