Make Requirements Discovery Easy With Checklists That Cover
Every Important Question to Ask

When you download the Requirements Discovery Checklist Pack today, you’ll get over 700 questions categorized and cross-referenced so you can prepare for your next elicitation session with a sense of ease and confidence.


Complete with 18 checklists covering core business process areas and software features, the Requirements Discovery Checklist Pack is designed to help you think through the important questions you need to ask so you don’t overlook critical requirements (or feel unprepared for your upcoming requirements sessions).

And as a side benefit, the Pack will also save you lots of time in preparing your meeting agendas and requirements deliverables.  As you read about what’s inside, you’ll see just how much these checklists are going to do for you.

Here are just a few of the ways the Requirements Discovery Checklist Pack will help you avoid missing important requirements:

  • You’ll be able to prepare more thorough meeting agendas, so you won’t have to go back to your stakeholders as many times with follow-up questions.
  • You’ll be able to review the checklists before finalizing a set of requirements and completing a final review, so you’ll discover more clear and complete requirements.
  • You’ll be asking more questions all throughout the project lifecycle, so you’ll minimize the number of missing requirements that are found during testing or after implementation.

You can use the checklists at the beginning of a project to come up with questions to ask, in the middle to take a step back and be sure your scope is on track (the cross-references are great for leading you to related areas you might not be thinking about), and at the end just to be sure you aren’t overlooking anything.

Even if you aren’t a business analyst, you can use the checklists as a starting point when creating technical design or testing plans to ensure your stakeholders and business analyst complete the requirements process.

If you are a subject matter expert or project sponsor, use the checklists before meeting with your BA or IT team so you don’t forget to tell them about key requirements.

Interviewing for a BA job? Use the checklists to learn about an unfamiliar domain prior to a job interview and find relevant questions to ask, so you’ll demonstrate your ability to ask good questions and boost your chances of getting the job you want.

How these checklists can help you become an expert at asking
all the right questions

The checklists will get you moving more quickly so you can go into your next elicitation session more prepared and get more out of it.

Each checklist is designed to make you the expert at asking the right questions in a particular feature area and help you fully explore the domain so you don’t overlook any important requirements.

Let me quickly walk you through what’s included in each of the 18 checklists – all included in Microsoft Word format so you can copy and paste the content you need into an email, agenda, or requirements document.

  • First, you’ll get a detailed description of the feature so you’ll be educated and informed about the possible scope of what you are being asked to get requirements for.
  • Second, you’ll receive a list of common business applications so you use them as examples in your requirements sessions or complete additional research on how well-known organizations approach the feature. (We’re talking organizations like Amazon and Target or well-known industries like home loan applications and insurance. The examples vary widely which helps you learn how the same features can apply in multiple industries.)
  • You’ll then learn the common reasons a business would implement or improve the feature or process area. This section enables you to ask “why” with finesse and figure out what the real objectives of your project are.
  • We also define the key concepts related to the feature. You can customize these definitions for your organization and add them to your project glossary.
  • Finally, you’ll find copious lists of questions to ask about the feature. The questions are drawn from my experience working as a BA in 10 different companies and reviewing hundreds of course participant deliverables. With most questions, you’ll get to review the most common types of options and answers or read through a detailed example. That way if your stakeholders don’t know how to answer a question, you have ready-at-hand information to help them think through it.

You’ll be able to take key concepts, examples, and questions from the Requirements Checklists and build agendas for your requirements sessions or draft initial requirements specifications for discussion. You’ll save time researching examples, identifying potential business benefits, and brainstorming possible questions. We’ve also snuck in a few analysis tips so you’ll know what tools and techniques work best for eliciting specific types of requirements.

You’re getting over 100 pages of questions in these 18 checklists. Each one is an individual Microsoft Word file so you can print out just what you need, copy and paste the content into your other documents, or save it on your hard drive to refer back to again and again.

Whatever your industry, whatever methodology your company uses, these checklists will help you

To ensure you get the maximum value out of the Requirements Discovery Checklist Pack, we’ve made sure that the questions inside are industry-agnostic and solution-independent, so they cover just about any project you’ll find yourself working on.

These checklists will be relevant to you whether you are working in insurance, real estate, healthcare, software, or any other business or non-profit domain. They’ll be useful to you whether you are developing a proprietary solution, buying off-the-shelf software, or implementing a business process change.

What’s more, we cover a wide range of scenarios and showcase different industries and solutions, so you’ll often have concrete examples to work from which can help generate even more requirements ideas.

The funny thing about discovering requirements is that once you see the patterns, questions start flowing more naturally.

This is why an experienced business analyst can walk into a requirements meeting for a domain they know nothing about and still be successful.

They may not have a specifically prepared list of questions to ask using industry terminology, but they do have relevant questions to get the conversation started and patterns to apply to dig into more details – and that makes all the difference.

With these checklists in your hand, you’ll get the benefits of both approaches, on every project you work on.

You’ll learn step-by-step how to use the checklists to generate organization-specific questions in advance so you’ll walk into your meeting more prepared and confident.

You’ll be working from generalized lists of questions and you’ll naturally start to see the patterns too. This will help mature your experience as a BA.

In other words, you’ll be more prepared than ever.

In addition to being industry-agnostic and solution-independent, the checklists are methodology-independent. You’ll find questions to consider at any phase of the project lifecycle.

  • If your organization uses agile, the checklists will help you create the appropriate conversation reminders around your user stories and give you plenty of questions to ask when you dial into the specifics behind a feature.
  • If your organization uses waterfall, the checklists will help you discover all the possible requirements during the requirements phase of the project, a particularly difficult thing to do as waterfall environments siphon you off from the iterative feedback loops that naturally find requirements earlier rather than later.
  • If your organization uses a hybrid approach (like many do), the checklists will help you plan your iterative elicitation process and sequence of questions.

The checklists have been cross-checked against dozens of projects and industries. They always generate new and interesting ways to ask relevant questions.  And you’ll find them immediately useful to you – guaranteed, or your money back.

I just downloaded the requirements checklist pack with great excitement and I just have to tell you immediately how wonderful this checklist pack is! I wish I had had it two and a half years ago when I started as a BA, but that’s OK… I am so grateful and excited to have it now!  So – thank you for everything you and your team are doing, and thank you SO MUCH for this terrific checklist pack! I think I mentioned to you that I’m working on reporting requirements right now and I am excited to see them mentioned in the checklist pack along with some other types of requirements, and I believe the focus on process will be an enormous help! – Rachel

Take a quick look at what you’ll be able to do with all 18 of your requirements discovery checklists

While it will be unnecessary for you to use every checklist for every project, here’s a complete list of the 18 Requirements Discovery Checklists you’ll receive with the Pack.

Communicate with Contacts

Like many audit and management functions, the set of requirements to record, manage, and maintain contact with customers and other external contacts is often overlooked during the initial requirements process. This feature covers the process of how communication happens, whether it’s inbound, outbound, in-person, or system-generated, and how communication records are created and maintained.

Connect People

Many business models revolve around connecting individuals from one group to individuals from another, such as job seekers with employers or buyers and sellers. This feature covers what how connections are defined, created, found, encouraged, and organized.

Create Report

Information can be used to make better business decisions, but only if it’s organized in an actionable way. Reports pull together relevant information so it can be shared between departments, projects, and organizations and can even be shared with buyers and consumers. This feature includes creating, viewing, distributing, and downloading a report.

Enable Visitors to Create Information

If your organization is considering adding blogging, comments, forums, images, or any other way for your visitors to create information that is used internally or shared publicly, this checklist will help you think through the implications of this decision and get your creation, access, and administration requirements together.

Fulfill Order

If a physical product is ordered, it needs to be delivered. If a service is requested, it needs to be rendered. This feature covers everything that happens from the time the order is placed to the time that the order is fulfilled and considered complete.

Manage Customer Information

You might be surprised to learn that the term “customer” can mean something different to the stakeholders throughout your organization. In addition to providing a list of clarifying questions to define what “customer” means, this checklist covers the process of setting up new customer records, updating customer records, and considerations for retiring, deleting, or defaulting customer records.

Manage Information

Any information that needs to be stored, accessed, or available for search or reporting needs to be managed.  This checklist covers processes for creating, updating, organizing, and deleting information. We also dive into how to handle data model changes so that business-critical information isn’t lost or made obsolete.

Manage Resources

Organizations rely on physical, utility, and information technology resources to support day-to-day operations. This feature covers the full lifecycle of managing a resource, including acquiring resources, updating resources, maintaining resources, and retiring resources.

Manage Users and Permissions

Users internal to your organization need to access proprietary data and business applications. Users external to your organization may need to access their account to make purchases or report issues. This feature covers setting up users, establishing permissions sets, and logging individual users in and out of systems so that data and systems are secured.

Manage Workflow

Workflows involve multiple steps and require the work or input from individuals in several departments or even multiple organizations to be completed successfully. This feature covers submitting, reviewing, and completing new work items, finding variations, rules and exceptions, and identifying opportunities to improve a business process.

Market an Offer

Before a customer purchases anything and revenue comes into your organization, a potential customer needs to become aware of the product or service, learn about the product or service, and make a decision to purchase the product or service.  This feature includes the processes that support outbound marketing, lead generation, lead management, tracking results of marketing campaigns, and managing leads from inbound marketing efforts.

Partner with External Organization

When two or more organizations work together as separate business entities and benefit jointly based on the success of their endeavor, they are working in partnership. This feature covers defining the offer, sharing responsibilities, and implementing communication plans as a result of a partnership opportunity.

Present Information

When it comes to how information is displayed, we often find ourselves balancing the goals of information consumers and information producers. This feature covers how content is displayed, the formats it is available in, and what users can do with the content. It’s designed to help you ensure your information consumers have what they need to accomplish their goal easily in a way that serves your organization’s business objectives.

Process Payment

Most organizations today take a variety of forms of payment, such as credit card, check, cash, or electronic bank transfer. This feature covers payment options, processing, authorization, and tracking.

Purchase Product or Service

This feature covers the transaction that happens between a buyer and a seller, how to create a product catalog of offerings, how to calculate pricing, and how to handle recurring or repeat purchases.

Respond to Disruptions in Service

The more you are prepared for the worst-case scenario, the less severe the disruption will be for your staff and your customers. We’ll cover identifying the disruption, notifying people about the disruption, resolving the disruption, and creating backup plans to provide a temporary workaround.

Search for Information

A good search feature enables us to find the information we need quickly and efficiently. With a poor search feature, we might invest significant time and not find what we are looking for. This feature covers the end user behavior for searching and looks at the technology requirements for indexing of information so it’s available to be searched.

Support Customers

Support can range from questions about a product or service to addressing issues with a product or service that has already been received. This feature covers the process of receiving a customer support request, being sure the most appropriate person addresses the request and managing the process of resolving requests.

With all 18 checklists, you’ll be covered.

Although you won’t be expected to use all 18 checklists on each and every project, they will be there for you when you need them. And because they are cross-referenced, you can easily move from one checklist to another as you discover requirements throughout your project.

You’ll also receive a guidebook that will walk you through exactly
how to get the best results

Along with 100+ pages of Requirements Checklists (again those total over 700 categorized and cross-referenced questions), you’ll receive a 17-page guidebook walking you through exactly how to use the Requirements Checklists to get better results out of your elicitation sessions.

The Guidebook will help you with the following:

  • How to hand-select the questions from the Requirements Checklists to use in your requirements session.
  • How to customize the questions, terms, and examples so they are relevant to your stakeholders and get you the best possible information.
  • How to handle common challenges in elicitation, such as the situation in which no one knows the answer to your well-thought-out question or when your project manager asks you to stop asking so many questions.
  • Why discovering requirements earlier rather than later can save your project team time and money, and how to be the person that makes projects more successful.
  • How to use the business benefits, common business applications, and key concepts section of each session to structure your meeting and requirements documentation more efficiently.

When getting ready for your next elicitation session, you’ll have a step-by-step process to follow to ensure you get the most possible information out of the session and avoid overlooking essential areas of project requirements.

Here’s a quick summary of everything you’re about to receive

You’ll have everything you need to be better prepared for your next elicitation session – feature overviews, terms, examples, and a list of questions to ask.

Upon investing in the Requirements Discovery Checklist Pack, you’ll receive:

  • All 18 Requirements Checklists, containing over 700 questions categorized and cross-referenced so you can prepare for your next elicitation session with more confidence. Available in Microsoft Word format so you can copy and paste the content you need.
  • A 17-page Guidebook walking you through how to use the Requirements Checklists to create meeting agendas and draft deliverables on your next project.

I’m confident you’ll find the Pack helps you feel more prepared for your next requirements session and think up relevant questions to ask, even if you find yourself in an unfamiliar domain.

Click below to order the checklists

Click the “Add to Cart” button below to make your investment of  $97.

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(Invest in the Requirements Discovery Checklist Pack for only $97 today.)

P.S. Did You Know You Can Upgrade to the Template Bundle and Save $138 Today?

If you are really serious about saving time and applying best practices in your business analysis work, you’ll want to have all of the toolkits at your disposal. What’s more, you can save $138 by picking up all 5 of our toolkits together as a bundle.

Let’s take a quick look at the extra toolkit packs included in the bundle:

Template Toolkit icon 300x200Why start from scratch? Save time with annotated templates handling common BA scenarios. Whether you are a new business analyst and not sure where to start on your first project or a seasoned business analyst looking to streamline your documentation, you’ll find templates to start with and work samples to model in this unique toolkit.

Save time writing professional emails with 32 simple, copy-and-paste templates specifically for business analysts. What’s more, the methodical approach incorporated into the templates will ensure you are using email in the most effective way.

Visual Model Sample PackGet access to 22 real-world visual model case studies that cover everything from UML diagrams to whiteboard drawings shared from the files of a working BA. You’ll be able to easily incorporate more visuals into your requirements process and get the process moving faster.

project-prioritization-organizerv2Turn barely managed chaos into a nice, neat list of clearly prioritized projects. When you download the Organizer, you’ll receive a full set of customizable templates and processes to help your organization get organizational buy-in on clear priorities for more focused delivery.

Download the Template Bundle Now and Save $138

Each template toolkit is individually offered at $97. For only $347 (a $138 savings), you’ll receive all the toolkits and can leverage them as part of starting and growing your business analyst career. Click the Add to Cart button below to get all 5 template packs for $485 $347.

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(Save $138 and download all 5 template toolkits for only $485 $347 today.)

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I’m confident you’ll find the Requirements Discovery Checklist Pack helps you save time and be more prepared on your next project. You’ll not only have a list of questions to ask, but you’ll be more confident that they are the right questions. But if for any reason you find the Pack (or Template Bundle) isn’t a good fit for your work as a business analyst, we offer a hassle-free money back guarantee for 30 days following your investment.