Requirements Walkthrough Checklist


Quick Summary
Screenshot Requirements walkthroughs are typically held at least twice during project planning: with the project's primary stakeholders, to get their approval of the final requirements; and with the team who will develop and test the final project deliverables, to insure they understand the requirements and are ready to move ahead. This checklist will help you organize productive, efficient walkthroughs, so your team members can move forward with confidence.


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What this is

A requirements walkthrough is a focused meeting where requirements documents are reviewed in order to finalize or baseline the requirements before they are handed off to the development team. This checklist will ensure you have considered and accounted for the key components of a successful requirements walkthrough meeting.


Why it's useful

The purpose of the requirements walkthrough is to ensure that the right set of requirements are successfully delivered to those who will be accountable for creating a solution that meets them. That's a lot of pressure! In addition, requirements walkthroughs require a significant amount of time from your reviewers, so it's important to planning well, and sufficiently in advance, in order to make the best possible use of their time. This checklist helps you think through some of the unique characteristics of a requirements walkthrough, and to consider specific details regarding the people, the environment, the materials, and the review process, so you can facilitate a successful discussion.


How to use it

  1. Clearly define what you are trying to accomplish. Define a clear picture of how you will know the workshop has been successful. Be clear which requirements area the workshop will focus on. If there are specific requirements documents to be reviewed, identify them by name and revision so everyone is working from the same reference.
  2. Identify the participants you'll need. Start by reviewing the business processes or functions related to the requirements area, and review the Stakeholder Analysis to see who represents those areas. Consult with those stakeholders, the project manager, and the sponsor for input on additional representatives that should be included.
  3. Reserve time on the participant's calendars with as much notice as possible. If you're not sure exactly how much time to plan for, block a little more than you think you will need.
  4. Organize and complete the workshop planning and preparation activities. Use the Pre-Meeting Preparation list in this file for suggestions and tips. Distribute the agenda and any participant preparation material at least a week ahead of time, to allow ample time for review.
  5. Conduct the workshop. The Conduct the Workshop list in this file will help you define a productive agenda. Be sure to start by expressing your appreciation to everyone for sharing their time and knowledge, and repeat your thanks when you conclude the workshop. Reiterate any key findings or points captured during the meeting and distribute a summary to all participants for clarifications and feedback before final distribution to the development team.


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