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3 - NEEDS ASSESSMENT<br />

3.4 Needs Assessment Project-Level Activities<br />

This section provides an overview of initiating the requirements process for the product, service, or result.<br />

3.4.1 Develop Business Case<br />

A business case (or equivalent) is normally developed before project initiation. The needs assessment and<br />

business case build the foundation for determining the project objectives and serve as inputs to a project charter.<br />

The business case defines the strategic need, objectives, and recommended solution options. The business need<br />

provides the perspective as to why the organization needs the project.<br />

3.4.2 Document and Communicate Results<br />

The business case should align with the portfolio strategic plan and program plan, and thus should be<br />

communicated with the sponsor and other appropriate stakeholders.<br />

3.5 Needs Assessment Techniques<br />

Sections 3.5.1 through 3.5.4 describe common techniques used during needs assessment.<br />

3.5.1 SWOT Analysis<br />

An analysis of strengths, weaknesses, opportunities, and threats (SWOT analysis) is a widely used technique<br />

to help understand high-level views surrounding a business need and to compare options at any level of project<br />

management. The SWOT analysis becomes more detailed at the project level and more strategic at the portfolio<br />

or program level, and may be used to understand the strengths and weaknesses (focused inwardly or internally)<br />

and opportunities and threats (focused outwardly or externally) of the organization. A SWOT analysis may help the<br />

organization mitigate a problem. For additional information, refer to Section 11.2.2.6 of the PMBOK ® Guide – Fifth<br />

Edition or Section 2.4.2 of Business Analysis for Practitioners: A Practice Guide.<br />

3.5.2 Decision Analysis<br />

Decision analysis is a group of techniques that provide a basis for structured, analytical decision making. For<br />

example, decision trees and decision tables depict a series of decisions and their outcomes. Decision trees work<br />

best with binary choices (i.e., yes or no), and decision tables can be used when more choices exist and the analysis<br />

is becoming complex. For more information, refer to Section 4.10.9.2 of Business Analysis for Practitioners:<br />

A Practice Guide.<br />

16 ©2016 Project Management Institute. Requirements Management: A Practice Guide

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