Process Workflow
Requirements Gathering SOPs
Requirements Gathering SOPs
The following document compiles and provides the Standard Operating Procedures (SOPs) for PM & PMB Accounts. Here, you will find detailed instructions on how to carry out the requirement gathering process.
1. Introduction Email
1. Introduction Email
Process start with an Introduction Email that should be send to the customer. Also, you should attach the Kickoff Meeting Agenda.
2. Kickoff Meeting
2. Kickoff Meeting
This is the first meeting between Manager and the customer. The output of this meeting would be the following documents:
3. Execution Agenda
3. Execution Agenda
After the kickoff meeting the following documents should be sent to the customer:
Additional Resources:
4. Requirements Gathering Package
4. Requirements Gathering Package
These are the documents that should be ready for finish requirements gathering process and approved by the customer:
System architecture (If applicable)
Flow Diagrams
Product Backlog (Trello Board Link)
Test Plan
Design Style Guide
Wireframes / Mockups
Final Roadmap:
Take into consideration that the Requirements Gathering Process cannot be finished without an approval of all the outputs by the customer. It is recommended that the approval be provided for the last week.
Additional Resources
Additional Resources
Customer's Board Template
Team Board Template
Requirements Gathering Folder
Project Releases Template
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