Andrew Ridgway bec1eaac87
Some checks failed
Test / test (push) Has been cancelled
first pass at the newspaper builder
2026-09-14 11:57:22 +10:00

4.0 KiB

Requirements Elicitation Techniques

Purpose

Systematic methods for discovering, capturing, and validating what stakeholders truly need — not just what they initially say they want.

Technique Selection Guide

Technique Best For Effort Fidelity
Stakeholder Interviews Deep understanding of individual needs Medium High
Workshops Consensus building, conflict resolution High High
Observation Understanding actual vs stated workflows Medium Very High
Document Analysis Existing system understanding, compliance Low Medium
Prototyping Validating assumptions, UI-heavy features High Very High

Stakeholder Interviews

Preparation

  • Research the stakeholder's role, responsibilities, and known pain points
  • Prepare 8-12 open-ended questions; plan for 45-60 minutes
  • Share agenda in advance so they can prepare examples

Interview Question Templates

  • "Walk me through a typical day when you [process]. What frustrates you most?"
  • "If you could change one thing about the current system, what would it be and why?"
  • "When [process] goes wrong, what happens? Who gets impacted?"
  • "How do you measure success in [area]? What metrics matter?"
  • "Show me how you currently do [task] — what workarounds have you developed?"
  • "Who else should I talk to about this?"

Common Pitfalls

  • Leading questions: "Don't you think X would be better?" forces agreement
  • Assumption bias: Projecting your solution onto their problem
  • HiPPO effect: Letting the Highest-Paid Person's Opinion dominate
  • Survivorship bias: Only talking to current users, ignoring churned users
  • Premature solutioning: Jumping to "we could build X" before understanding the problem

Workshops

When to Use

  • Multiple stakeholders with conflicting priorities
  • Cross-functional alignment needed (e.g., sales vs engineering vs support)
  • Time-boxed discovery needed (compressed timeline)

Workshop Format

  1. Context setting (10 min) — Problem statement, goals, ground rules
  2. Individual ideation (10 min) — Silent sticky-note brainstorming prevents groupthink
  3. Share and cluster (15 min) — Group similar ideas, identify themes
  4. Dot voting (5 min) — Each participant gets 3 votes to prioritize
  5. Deep dive (30 min) — Discuss top-voted items, capture acceptance criteria
  6. Wrap-up (5 min) — Summarize decisions, assign follow-ups

Observation (Contextual Inquiry)

Method

  • Watch users perform real tasks in their actual environment
  • Ask "why" when you see unexpected behavior — workarounds reveal unmet needs
  • Note environmental factors: interruptions, tool switching, manual data entry

Key Insight

Users often cannot articulate their workflow because it is habitual. Observation reveals the gap between "what they say they do" and "what they actually do."

Document Analysis

Sources to Review

  • Existing system documentation, help desk tickets, bug reports
  • Regulatory requirements, compliance standards, audit findings
  • Competitor product documentation and reviews
  • Current process flowcharts, SOPs, training materials

Prototyping for Requirements

Progression

  1. Paper sketches — Validate concepts in minutes, discard freely
  2. Clickable wireframes — Test navigation and flow logic
  3. Functional prototypes — Validate complex interactions, data-dependent UIs

Rule of Thumb

Prototype the riskiest assumption first. If users struggle with the core concept in a paper sketch, building a functional prototype wastes effort.

Validation Checklist

  • Each requirement traces to at least one stakeholder need
  • Requirements are testable (clear pass/fail criteria exist)
  • No orphan requirements (requirements with no user or business justification)
  • Conflicts between stakeholders are explicitly resolved and documented
  • Non-functional requirements (performance, security, scale) are captured alongside functional ones