How to Create a Requirements Management Plan

Written by: Hanna Taller
8/28/2024

Read Time: 4 min

Without adequate plans and procedures, software development teams will struggle to get the job done. That's why a requirements management plan is a crucial part of any software project. But how do successful teams get it right? Read on to find out how you can create a successful requirements management plan.

What is a requirements management plan? 

The requirements management plan (RMP) is a document that outlines how project requirements will be identified, managed, and tracked throughout the project lifecycle. It provides a structured approach to capturing stakeholders’ needs, ensuring these needs are met in the final deliverable, and handling any changes that may arise.

Why is having a requirements management plan important? 

A well-crafted requirements management plan ensures that project requirements are captured, analyzed, documented, and managed throughout the project lifecycle. This plan is vital in preventing scope creep, ensuring stakeholder alignment, and ultimately delivering a product that meets customer needs, and regulatory requirements.

How to create a requirements management plan?

Define the project’s scope

The first step in creating an RMP is to clearly define its purpose and scope. This involves outlining the plan's objectives and specific aspects of the project it will cover. The project’s scope should detail the extent of the requirements management activities, specifying which phases of the project lifecycle it will cover – initiation, planning, execution, monitoring, control, and closure.  

Identify the approach to requirements management

Identifying the approach to requirements management involves defining how requirements will be gathered, analyzed, documented, tracked, and managed throughout the project lifecycle. This starts with understanding the project’s objectives and the environment in which it operates, including constraints, resources, and stakeholder expectations. 

  • How to identify stakeholders?

Stakeholder identification is a critical aspect of the requirements management plan. This step involves identifying all individuals, groups, or organizations with a stake in the project’s outcome and understanding their roles in the requirements management process. Stakeholders can include customers, end-users, regulatory bodies, and team members.  

  • How to prioritize requirements?

Prioritizing requirements involves determining which needs are most critical to the project’s success. Common methods include the MoSCoW method, which categorizes requirements into Must Have, Should Have, Could Have, and Won’t Have; and the Kano model, which distinguishes between basic needs, performance needs, and delighters based on customer satisfaction. Another approach is weighted scoring, where requirements are scored based on factors like business value, cost, and risk.  

  • Who is responsible for requirements management efforts?

This role typically falls to the project manager or a dedicated business analyst, who ensures that requirements are properly gathered, documented, and tracked throughout the project lifecycle. They work closely with stakeholders to understand their needs and expectations, translating them into clear and actionable requirements.  

  • How will changes to requirements management be managed?

Changes to requirements management will be handled through a formal change control process that involves submitting change requests, which are then reviewed and evaluated for their impact on project scope, schedule, and budget. A designated change control board or similar authority will decide whether to approve or reject changes based on predefined criteria.  

Put the plan into action

To implement the plan, begin by communicating the requirements management plan to all relevant stakeholders, ensuring that everyone understands their roles and responsibilities. Use your requirements management toolchain to organize and track the requirements, creating a clear traceability path from each requirement to its corresponding deliverable. Regularly review and validate the requirements with stakeholders to ensure they remain aligned with project goals.

Best practices for an effective requirements management plan 

By following best practices, teams can develop a requirements management plan that effectively manages requirements, minimizes risks, and contributes to the successful delivery of the project. Here are some best practices for developing a robust and effective RMP: 

Get feedback

Obtaining feedback is essential to ensure that requirements are accurate, complete, and aligned with stakeholder needs. Engaging stakeholders regularly through structured feedback sessions allows for the continuous validation of requirements. Effective feedback mechanisms lead to better stakeholder satisfaction and a higher quality final product. 

Monitor progress

Monitoring progress is vital for keeping the project on track and ensuring that requirements are being implemented as planned. Establishing a clear set of metrics and performance indicators allows project managers to track the status of each requirement and measure progress against the project timeline. Regular progress reviews help identify any delays, bottlenecks, or deviations from the plan, enabling timely interventions to keep the project aligned with its objectives. Tools such as Gantt charts, dashboards, and status reports can provide real-time insights into the project’s progress, helping manage resources efficiently and mitigate risks. 

Use templates

Templates can streamline requirements management by providing a standardized format for capturing, documenting, and tracking requirements. Templates offer a predefined structure for capturing key information, such as requirement ID, description, priority, acceptance criteria, and traceability links. Templates also facilitate easier communication and collaboration among team members, as everyone uses a common format and language. Moreover, standardized templates can save time and improve efficiency, as they provide a clear and organized way to manage requirements throughout the project lifecycle. 

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Tags: Application Lifecycle Management (ALM) Codebeamer Requirements Management

About the Author

Hanna Taller

Hanna Taller is a content creator for PTC’s ALM Marketing team. She is responsible for increasing brand awareness and driving thought leadership for Codebeamer. Hanna is passionate about creating insightful content centered around ALM, life sciences, automotive technology, and avionics.