Module 6: Manage Requirements
Andy Makar
Instructor
andy@[Link]
[Link]
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How do you manage project requirements?
● Standard Approaches
○ Extensive Word or Google Docs files
○ Excel spreadsheets
○ Email
● Collaborative Approaches
○ JIRA and Confluence
○ Trello
○ Quip
○ Sharepoint
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The Reality of Evolving Requirements
● Requirements evolve over the course of a project
● At the start, a high level concept is identified
● At the end, the details are well known and implemented (hopefully)
● Project teams need a way to collaborate, elaborate and evolve requirements
● Managing requirements in a single Word document on a file server or
someone’s laptop is VERY difficult
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Requirement Management Options
1. Confluence Product Requirements Template
2. Requirement Traceability Matrix
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Requirement Traceability Matrix with JIRA
● Use Confluence to
document high level
needs
● Decompose
high-level
requirements into
smaller user stories
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Demonstration
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Step by Step Tutorial
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Step by Step Overview
1. Create a table and capture requirements
2. Add the status macro to column
3. Group requirements into releases
4. Add links to Confluence pages for notes
5. Refine requirements in Jira
6. Insert the Jira issues into the table
7. Track progress as each user story completes
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Step 1. Create a table and capture requirements
1. Insert a table and insert 2 additional
columns
2. Label the columns
a. Requirement
b. Importance
c. Release
d. Jira Issue
e. Notes
3. During your requirement sessions, start
documenting requirements in the table
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Step 2. Add the status macro to Importance column
1. Insert the Status macro
2. Add a title of High, Medium, or Low
3. Assign the appropriate color
4. Copy the status to the next row and modify as needed
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Step 3. Group requirements into releases
1. Add a Release 1, Release 2 ...Release N to group requirements
2. Requirements can be sorted by release number for future clarification
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Step 4. Add links to Confluence pages for notes
1. The notes section can use free-form text
or you can insert a link to another
Confluence page
2. To add a link, simply copy the URL of the
Confluence page and paste it into the row
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Step 5. Refine requirements in Jira
During a requirement session, a lot of notes are
taken and reviewed to form requirements
Requirements can be broken down into detailed
user stories, tasks or items for the product
backlog
Teams can use Jira and Confluence to
document requirement details and manage the
work
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Step 6. Insert the Jira issues into the table
1. Copy the Jira URL
2. Paste the URL into the Jira
3. Confluence will convert the URL to a card
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Step 7. Track progress as each user story completes
● As tasks complete, the JIRA issue will be updated with task status.
● Including the JIRA tickets with the original requirement ensures no
requirements are missed
● Effective method to sort by release and discuss priorities with stakeholders
● Effectively trace requirements from concept to delivery as requirements
evolve
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Solution Walkthrough
Watch the video in the next segment to see how all these steps flow together
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Next Steps
1. Review the tools you currently use to gather and document requirements
2. Build a requirements traceability matrix for a small project or enhancement
3. Work with JIRA to deliver the detailed requirements and tasks
4. Prioritize requirements and communicate major releases in one view
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● Multiple options for tracking and managing requirements
● Requirements traceability matrix is an effective tool for
Summary internal and external projects
● Explore integrating JIRA with Confluence
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In the next module
● Learn how to use Confluence for 1:1 Status Reports
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