Salesforce BA Zero to Hero Module 2 — Requirements Gathering & Elicitation
🎙️ Salesforce BA Zero to Hero — Module 2 of 15
Requirements Gathering & Elicitation Techniques
Module 1 told you WHEN Discovery happens. This module teaches you HOW to actually do it well — the specific, learnable techniques that separate a genuinely skilled BA from someone who just asks "what do you want?"
Module 2 of 15 (counting Module 0 as a bonus prerequisite) · Phase 1: BA Foundations
🎯 What You Will Master in This Module
Elicitation is the formal term for everything a BA does to draw out genuine requirements from stakeholders, documents, and observation. It is a real, learnable skill set with specific techniques, not an innate talent some people simply have and others don't. This module gives you the actual toolkit.
✓ What elicitation actually means, beyond just "asking people questions"
✓ Structuring and running a genuinely effective stakeholder interview
✓ Workshops and group elicitation sessions — when and how to run them well
✓ Document analysis and observation — the quieter, equally valuable techniques
✓ The art of open vs closed questions, and why this distinction is genuinely powerful
✓ The most common elicitation mistakes, and how to recognize yourself making them
✓ Synthesizing raw, messy input into clean, validated understanding
📋 In This Module
Concept 1 of 7
What Elicitation Actually Means — Beyond Just "Asking Questions"
Elicitation is the structured process of drawing out information that stakeholders may not even know how to articulate clearly themselves. This is a critical distinction: people are often genuinely poor at describing their own problems and needs precisely, not because they are unhelpful, but because they are deeply familiar with their own workflow and cannot easily see what an outsider would find confusing or inefficient.
⚡ Why This Matters
If you treat elicitation as "I asked, they told me, done," you will faithfully document whatever was said — even when what was said is incomplete, contradictory, or describes a desired solution rather than the actual underlying problem. Genuine elicitation actively works to surface what is NOT being said as clearly as what is.
Why stakeholders struggle to articulate their own needs clearly:
1. FAMILIARITY BLINDNESS
They do their job daily — workarounds feel "normal," not worth mentioning
2. SOLUTION-JUMPING
They describe what they THINK the fix is, not the underlying problem
("We need a new field" instead of "We can't tell which deals are stuck")
3. INCOMPLETE MENTAL MODEL
They know THEIR part of the process well, but not what happens
before or after their involvement
4. UNSTATED ASSUMPTIONS
They assume some things are "obviously" understood and never say them
🛠️ Practical: Spot the Hidden Problem Behind a Stated Request
1A stakeholder says: "Can you add a checkbox field called 'Urgent' to the Opportunity object?"
2This is a stated SOLUTION (a checkbox field), not a stated PROBLEM. Before agreeing to build it, what 2-3 questions would genuinely uncover the underlying need?
3Strong questions: "What specifically happens today when an Opportunity needs urgent attention — how do people currently find out?" / "Who needs to see this 'Urgent' flag, and what do they do once they see it?" / "How would you define 'urgent' — is it about deal size, timeline, or something else?"
4Notice how these questions might reveal the REAL need is actually an automated notification system, or a specific report, or a Kanban-style view sorted by urgency — and a simple checkbox alone might not actually solve the underlying problem at all, even though it was the explicitly requested solution.
⚠️ Common Gotcha
Digging past a stated solution to find the underlying problem does NOT mean dismissively telling a stakeholder "that's not what you actually need." It means respectfully asking questions that help BOTH of you arrive at a shared, deeper understanding together. Stakeholders generally respond well to genuine curiosity about their actual workflow; they respond poorly to feeling like their request was rejected or second-guessed without explanation.
Concept 2 of 7
Stakeholder Interviews — Structure and Technique
The one-on-one or small-group interview is the most common elicitation technique a BA uses. A genuinely effective interview is not a casual chat — it has a deliberate structure that maximizes the quality of information gathered in a limited amount of stakeholder time.
⚡ Why This Matters
Stakeholder time is genuinely scarce and valuable — a rambling, unstructured 45-minute interview that yields little usable information wastes everyone's time and damages your credibility for future requests. A well-structured interview consistently extracts more, higher-quality information in the same amount of time.
| Interview Stage | Purpose | Example |
|---|---|---|
| Opening | Set context, confirm time available, state the goal of this conversation | "Thanks for the 30 minutes — I want to understand how Case escalation currently works for your team." |
| Current State Exploration | Understand how things work TODAY, in detail, before discussing the future | "Walk me through what happens from the moment a Case comes in to when it's resolved." |
| Pain Point Probing | Dig into specifically what is frustrating or inefficient about the current state | "What's the most frustrating part of that process for you personally?" |
| Future State Exploration | Understand the desired outcome, ideally before discussing specific solutions | "If this worked perfectly, what would be different day-to-day?" |
| Closing | Summarize what you heard, confirm accuracy, clarify next steps | "Let me reflect back what I heard... did I capture that correctly?" |
🛠️ Practical: Draft a Real Interview Agenda
1You have a 30-minute interview scheduled with a Sales Manager about "improving our deal pipeline visibility."
2Draft a rough time allocation across the five stages above for this 30-minute slot. There is no single correct answer, but think about where the genuine VALUE is concentrated.
3A reasonable allocation: Opening (2 min), Current State (10 min), Pain Points (8 min), Future State (7 min), Closing (3 min) — notice Current State and Pain Points together take the majority of the time, since this is where the richest, most specific information usually lives.
4Write ONE specific opening question for the Current State stage that would genuinely get this Sales Manager talking in detail, rather than giving a one-sentence summary answer.
5Strong example: "Walk me through exactly what you do every Monday morning when you review your team's pipeline — what are you looking at, and in what order?" This level of specificity invites a detailed, concrete answer rather than a vague generality.
💡 Always Reflect Back Before Ending
The single highest-value habit in any stakeholder interview is the Closing stage's "reflect back" step: summarizing in your own words what you understood, and explicitly asking "did I get that right?" This single habit catches misunderstandings IMMEDIATELY, while the stakeholder is still in front of you and can correct you on the spot, rather than discovering the misunderstanding days later when you have already documented and shared the wrong information.
⚠️ Common Gotcha — Jumping to Future State Too Early
A very common beginner mistake is rushing past understanding the Current State to get to the more "exciting" Future State conversation. This is backwards — without a solid understanding of how things actually work today, including the specific pain points and workarounds, you cannot properly evaluate whether a proposed future solution genuinely solves the real problem, or just sounds appealing in the abstract.
Concept 3 of 7
Workshops & Group Elicitation Sessions
When a process touches multiple stakeholders with different perspectives — for example, both Sales and Support teams handling a shared Case escalation process — a group workshop can surface conflicts and alignment far more efficiently than a series of separate one-on-one interviews. But group sessions introduce their own specific challenges that a skilled BA must actively manage.
⚡ Why This Matters
A workshop done well can resolve in two hours what might take five separate interviews plus several rounds of back-and-forth to align on individually. A workshop done poorly can devolve into the loudest person dominating, quiet disagreement nobody voices, or no actual decisions getting made.
Running an effective elicitation workshop:
BEFORE
└─ Clear, specific agenda shared in advance (not just "let's discuss the process")
└─ Right people invited — not too many, not missing key perspectives
DURING
└─ Actively facilitate — ensure quieter stakeholders are heard, not just
the most vocal person in the room
└─ Use visual aids (whiteboard, shared screen with a process map)
to keep everyone anchored to the same shared reference point
└─ Explicitly capture and park "off-topic but important" items rather
than letting them derail the agenda
AFTER
└─ Send a written summary promptly, while memory is fresh
└─ Explicitly flag any unresolved disagreements, not just agreements
🛠️ Practical: Draft a Workshop Agenda for a Cross-Team Conflict
1Scenario: Sales wants Opportunities to auto-close after 90 days of inactivity. Finance is worried this will hide deals they are still tracking for forecasting purposes. These two teams disagree and need to align.
2Draft a simple 4-item agenda for a 45-minute workshop bringing both teams together to resolve this.
3Strong example agenda: "1) Each team shares their current pain point with stale Opportunities (10 min) — 2) Discuss: what does 'inactive' actually mean to each team — same definition or different? (15 min) — 3) Brainstorm: is there a solution that addresses both concerns, e.g. a separate 'Forecasted but Stale' status instead of full closure? (15 min) — 4) Agree on next steps and who owns drafting the final requirement (5 min)."
4Notice item 2 specifically — surfacing that "inactive" might mean different things to each team is often where the REAL misalignment lives, not in the surface-level disagreement about auto-closing itself.
⚠️ Common Gotcha — Confusing "Everyone Agreed" with "Everyone Actually Agrees"
In a group setting, silence is often mistaken for agreement. A quieter stakeholder, or someone lower in the organizational hierarchy than others in the room, may simply not voice disagreement in front of their manager or a more vocal colleague. A skilled facilitator actively checks in with quieter participants directly ("[Name], does this approach work for your team specifically?") rather than assuming consensus just because no one objected out loud.
Concept 4 of 7
Document Analysis & Observation — The Quieter Techniques
Not all elicitation involves directly talking to people. Document Analysis means reviewing existing materials — process documents, training guides, old tickets, even spreadsheets people currently use as workarounds — to understand the current state independently. Observation means watching someone actually perform their work, rather than only hearing them describe it. Both techniques often reveal things interviews alone miss.
⚡ Why This Matters
People are often unconsciously incomplete or inaccurate when DESCRIBING their own workflow from memory — they forget steps, mention the "official" process rather than what they actually do, or simply are not consciously aware of small workarounds that have become automatic habits. Watching the work happen, or reviewing the actual artifacts produced, often reveals gaps an interview alone would miss entirely.
| Technique | What It Reveals | Example |
|---|---|---|
| Document Analysis | Formal "official" process, historical context, existing pain points already documented elsewhere | Reviewing an old training PDF reveals the process changed significantly since it was written — itself a useful finding |
| Existing Spreadsheet Review | The REAL workaround process people actually use, often very different from any official documentation | A shared spreadsheet tracking "deals to watch" reveals an entire informal escalation process Salesforce currently has no equivalent for |
| Direct Observation / Shadowing | The actual sequence of clicks, tools, and mental shortcuts a person genuinely uses, not their verbal description of it | Watching a rep work reveals they check three separate browser tabs before updating a single Opportunity — a pain point they never thought to mention |
🛠️ Practical: Plan a Shadowing Session
1You are about to shadow a Support Agent for 30 minutes to understand how they triage incoming Cases.
2Draft 3 specific things you would deliberately watch for, beyond just "see what they do." Think about what an interview alone would likely miss.
3Strong example items: "Note every system or tab they switch to, not just Salesforce — are there other tools genuinely involved in this process?" / "Note any moment they pause, look confused, or seem to make a judgment call — these are decision points worth asking about afterward." / "Note anything they do that seems like a workaround or manual workaround for something Salesforce should arguably handle automatically."
4Notice the goal here is not passive watching — you are actively looking for SPECIFIC categories of information that complement, rather than just duplicate, what an interview would tell you.
⚠️ Common Gotcha — Treating Observation as Surveillance
Shadowing someone's work can feel uncomfortable or even threatening if not framed correctly — people may unconsciously change their behavior, work more carefully, or hide genuine workarounds if they feel they are being evaluated or judged rather than helped. Always explicitly frame observation sessions as "I'm here to understand your work so we can make it easier, not to evaluate your performance" — and genuinely mean it.
Concept 5 of 7
Open vs Closed Questions — The Art of Good Questioning
A Closed Question can be answered with a short, fixed response (often yes/no, or a single fact). An Open Question invites explanation, detail, and elaboration. Both have a genuine place in elicitation, but using the wrong one at the wrong moment is one of the most common, fixable mistakes that limits how much useful information an interview actually produces.
⚡ Why This Matters
A series of closed questions can feel like an interrogation and yields only the specific facts you thought to ask about. Open questions invite stakeholders to share things you did not even know to ask — often where the most valuable, unexpected insight is hiding.
| Closed Question (limited answer) | Open Equivalent (invites detail) |
|---|---|
| "Do you use Salesforce every day?" | "Walk me through a typical day using Salesforce." |
| "Is the current process slow?" | "Where does the current process tend to slow down or get stuck?" |
| "Do you like this idea?" | "What concerns, if any, do you have about this approach?" |
| "Is this field required?" | "Help me understand when this field would and wouldn't need a value." |
🛠️ Practical: Convert Closed Questions to Open Ones
1Convert each closed question below into a genuinely open version, in your own words:
2"Do you have problems with duplicate Leads?" → write your open version
3"Is approval required for big discounts?" → write your open version
4"Does everyone on your team use the same process?" → write your open version
5Strong examples: "What's your experience been with duplicate Leads — how often does it come up, and what happens when it does?" / "Walk me through what happens when a deal needs an unusually large discount." / "How consistent is the process across your team — are there any differences in how people handle this?"
6Notice each open version cannot be answered in one word, and each genuinely invites the stakeholder to surface detail you would not get from the closed version alone.
💡 Closed Questions Still Have a Place — At the Right Moment
Closed questions are genuinely useful for CONFIRMING specific facts efficiently once you already have the general picture, or for the "reflect back" closing step from Concept 2 ("So to confirm — this only applies to deals over $50,000, correct?"). The skill is not "always use open questions" — it is knowing WHEN open exploration is needed versus when a quick, precise confirmation is what the moment calls for.
⚠️ Common Gotcha — Leading Questions Disguised as Open Questions
A subtly dangerous trap is a question that LOOKS open but actually leads the stakeholder toward a specific answer, such as "Don't you think automation would really help here?" This is technically open-ended in structure but is functionally a closed, leading question, since it signals the "correct" answer you are hoping to hear. A genuinely neutral open question would instead be: "What are your thoughts on how this could be improved?" — leaving the direction entirely open rather than hinting at a preferred conclusion.
Concept 6 of 7
Common Elicitation Mistakes — Recognizing Yourself Making Them
Even genuinely skilled BAs fall into these patterns occasionally — the goal is not perfection but self-awareness, catching yourself in the moment and correcting course. Let us name the most common ones explicitly so you can recognize them as they happen.
⚡ Why This Matters
These mistakes are genuinely easy to fall into because they often feel productive or helpful in the moment — solutioning too early FEELS like progress, talking only to the loudest stakeholder FEELS efficient. Recognizing why each one is actually counterproductive is what allows you to catch and correct it.
| Mistake | Why It Feels Tempting | The Actual Cost |
|---|---|---|
| Solutioning Too Early | Proposing a fix feels helpful and demonstrates expertise | Locks in a solution before the problem is fully understood — may miss the genuinely best approach |
| Only Talking to One Stakeholder | Faster, simpler, avoids scheduling complexity | Misses other perspectives entirely — what looks complete to one team may be incomplete or wrong to another |
| Leading Questions | You already have a hunch and want to confirm it | Stakeholders often unconsciously agree with a leading question even when it is not quite accurate |
| Accepting Vague Answers | Pushing for specifics can feel awkward or pushy | "It should be fast" or "easy to use" cannot be tested or built against precisely |
| Not Documenting Promptly | Documentation feels like it can wait until "later" | Memory fades and details blur within days — accuracy degrades rapidly |
🛠️ Practical: Diagnose the Mistake in Each Mini-Transcript
1Transcript A — BA: "So you basically just need a Validation Rule requiring the field, right?" Stakeholder: "...I guess so?" Which mistake is this, and why does the stakeholder's hesitant tone matter?
2Transcript B — BA: "Great, that all makes sense, I think I have what I need." (Only spoke with the Sales Manager, never the actual Sales Reps who use the process daily.) Which mistake is this?
3Transcript C — BA: "How would you describe the ideal experience?" Stakeholder: "It should just be intuitive and simple." BA: "Great, got it." Which mistake is this?
4Answers: A is Solutioning Too Early combined with a Leading Question — the hesitant "I guess so?" is a strong signal the stakeholder is agreeing to avoid friction, not because this is genuinely correct. B is Only Talking to One Stakeholder — the Sales Manager's perspective on the team's process may not match what individual reps actually experience daily. C is Accepting a Vague Answer — "intuitive and simple" provides no testable detail; a good follow-up would ask for a concrete example of what intuitive would actually look like in this specific context.
⚠️ Common Gotcha — Knowing the Mistakes Intellectually vs Catching Yourself Live
Reading this list and recognizing these mistakes in someone else's transcript is genuinely easier than catching yourself making one of them in real time, mid-conversation, while also tracking everything else happening in a live interview. A practical habit: after any significant stakeholder conversation, briefly review your own notes and ask "did I solution too early anywhere? Did I accept any vague answers I should have pushed on?" This after-the-fact review habit builds the live-catching skill over time.
Concept 7 of 7
Synthesizing & Validating What You Learned
Raw elicitation output — interview notes, workshop transcripts, document excerpts, observation notes — is messy, often contradictory, and not yet in a usable form. Synthesis is the genuine BA skill of consolidating this raw material into clean, organized, validated understanding, ready to feed into the Design phase and the documentation covered in Module 7.
⚡ Why This Matters
Elicitation without synthesis just produces a pile of notes nobody can act on. Synthesis is where genuinely independent inputs (three different interviews, a document review, an observation session) get woven into one coherent, validated picture of the actual problem and need.
The synthesis process, step by step:
1. CONSOLIDATE — gather all raw notes from every elicitation session
into one place, regardless of source
2. IDENTIFY PATTERNS — what themes appear across MULTIPLE sources?
(a pain point mentioned by 3 different stakeholders is a strong signal)
3. IDENTIFY CONFLICTS — where do different stakeholders or sources
genuinely disagree? Do not silently pick one side — flag it explicitly
4. VALIDATE — go back to stakeholders with your synthesized
understanding ("Here's what I'm hearing — does this match?")
5. FINALIZE — only once validated, this becomes the foundation for
Design phase requirements (Module 7)
🛠️ Practical: Synthesize Three Conflicting Inputs
1You gathered three inputs about Case escalation: Sales Manager says "escalate after 24 hours of no activity." Support Agent says "we already informally escalate after about half a day if it seems urgent." An old training document says "escalate after 48 hours per policy."
2This is a genuine CONFLICT, not just noise — three different numbers from three different sources. Draft how you would document this conflict, rather than silently picking one.
3Strong example: "CONFLICT IDENTIFIED: Three different escalation timeframes surfaced — Sales Manager (24 hrs), Support Agent's informal practice (~12 hrs for urgent cases), official training doc (48 hrs). Recommend a follow-up conversation between Sales and Support leadership to align on a single official timeframe before finalizing this requirement."
4Notice this synthesis does not pretend the conflict does not exist, and does not unilaterally decide which number is "right" — it surfaces the conflict clearly and proposes a concrete next step to resolve it, which is exactly the kind of professional handling that builds stakeholder trust.
⚠️ Module Wrap-Up — Never Skip the Validation Step
It can be tempting to skip going back to stakeholders for validation, especially under time pressure — after all, you already did the interviews, why ask again? But your synthesis is YOUR interpretation of what was said, and interpretation can introduce subtle distortion even with the best intentions. The validation step ("here's what I heard — did I get it right?") is what confirms your synthesis is actually accurate before it becomes the foundation for everything built afterward. Module 3 covers Stakeholder Management more broadly — including how to navigate exactly the kind of conflicting input synthesis in this concept surfaced.
💬 Module 2 Interview Questions (6)
Q1A stakeholder asks for a specific field to be added to track "deal risk." Why shouldn't a BA simply document this exact request and move forward, even though it seems like a clear, specific ask?
Although this request sounds specific because it names a concrete artifact, a field, it is actually a stated solution rather than a stated problem, and stakeholders are often genuinely unable to articulate the underlying need precisely because they are deeply familiar with their own workflow and have already jumped to what they believe the fix should be. Without first understanding what "deal risk" specifically means to this stakeholder, how they would use this information, who else might need to see it, and what currently happens without it, the BA risks building exactly the literal request while missing a more effective underlying solution, such as a calculated risk score, an automated alert, or a dedicated dashboard view, any of which might better serve the actual underlying need than a single manually-entered field.
"This is a stated solution, not a stated problem — without understanding what 'deal risk' actually means to this stakeholder and how they would use it, the BA risks building exactly the literal request while missing a genuinely better solution like an automated score or alert that the surface-level field request does not capture."
Q2Why is the "reflect back" step at the end of a stakeholder interview considered one of the highest-value habits in elicitation?
Reflecting back means summarizing in your own words what you understood from the conversation and explicitly asking the stakeholder to confirm whether that understanding is accurate, before the interview concludes. This habit catches misunderstandings at the earliest and cheapest possible moment, while the stakeholder is still present and can immediately correct any inaccuracy on the spot, rather than the BA documenting and circulating a misunderstanding that only gets discovered days or weeks later, after it has potentially already influenced design decisions or been shared with other stakeholders. The cost of correcting a misunderstanding caught during the original conversation is essentially zero, compared to the meaningful cost of correcting the same misunderstanding after it has propagated into documentation or downstream decisions.
"Reflecting back catches misunderstandings at the cheapest possible moment, while the stakeholder is still present to immediately correct any inaccuracy, rather than discovering the same misunderstanding days or weeks later after it has already propagated into documentation or downstream decisions."
Q3What is the practical difference between an open question and a closed question, and why might a series of closed questions limit what a BA actually learns during an interview?
A closed question can be answered with a short, fixed response, often a simple yes, no, or single fact, while an open question invites explanation, detail, and elaboration beyond what the BA explicitly asked about. A series of closed questions limits what is learned because each closed question only yields information about the SPECIFIC thing the BA thought to ask about in advance, meaning anything outside that predetermined scope, including potentially the most important or unexpected insight, never has an opportunity to surface. Open questions, by inviting the stakeholder to elaborate freely, create space for genuinely unexpected information the BA did not know to specifically ask for, which is often exactly where the most valuable elicitation insight is found.
"Closed questions only yield information about the specific thing explicitly asked, limiting discovery to what the BA already thought to ask about, while open questions create space for unexpected information the BA did not know to ask for — often exactly where the most valuable insight is hiding."
Q4During an interview, you ask "Don't you think automation would really help solve this?" and the stakeholder agrees. Is this reliable confirmation that automation is genuinely the right solution? Why or why not?
This is not reliable confirmation because the question itself is a leading question disguised as an open-ended inquiry, since its phrasing signals a preferred answer that the BA is hoping to hear, making it functionally closed and biased despite its grammatically open structure. Stakeholders frequently agree with leading questions even when the proposed direction is not genuinely the best fit, either out of a desire to avoid friction or disagreement, or because the suggestion sounds reasonable in the moment without deep consideration. A genuinely neutral version of this question would instead ask something like "what are your thoughts on how this could be improved?", leaving the direction completely open rather than hinting at a specific, preferred conclusion, which would produce a far more reliable and trustworthy answer.
"No — this is a leading question disguised as open-ended, since its phrasing signals a preferred answer, and stakeholders frequently agree with leading questions to avoid friction even when the suggestion is not genuinely the best fit; a neutral version would leave the direction completely open rather than hinting at a conclusion."
Q5Why might directly observing someone perform their work reveal information that a well-conducted interview with the same person would miss entirely?
People are often unconsciously incomplete or inaccurate when describing their own workflow purely from memory during an interview, since certain steps, workarounds, or tool-switching habits have become so automatic and routine that the person genuinely does not consciously register them as notable enough to mention. Direct observation captures the actual sequence of actions, tools, and decision points exactly as they happen in real time, including small workarounds or friction points the person has never consciously identified as worth mentioning precisely because they have become an unremarkable, automatic part of their daily routine. This means observation and interviews are complementary rather than redundant techniques, each capable of surfacing genuinely different categories of information that the other approach alone would likely miss.
"People unconsciously omit automatic habits and small workarounds from interview descriptions precisely because those actions feel unremarkable and routine to them, while direct observation captures the actual sequence of actions in real time, surfacing friction points the person has never consciously identified as worth mentioning."
Q6You gather information from three different stakeholders about an escalation timeframe, and each gives a genuinely different number. What is the correct way to handle this during synthesis, and what should a BA specifically avoid doing?
The correct approach is to explicitly document this as an identified conflict between sources rather than silently choosing one number to move forward with, since picking one answer without surfacing the disagreement risks building a requirement based on an assumption that one or more of the other stakeholders never actually agreed to, creating a hidden source of future misalignment or dispute. The conflict should be clearly documented along with its specific sources, and the appropriate next step is typically proposing a focused follow-up conversation between the relevant stakeholders to explicitly align on a single, agreed-upon answer before that detail becomes a finalized requirement. What a BA should specifically avoid is unilaterally resolving the conflict based on their own judgment about which stakeholder seems most authoritative or convenient, since this bypasses the genuine alignment work that the conflicting input is signaling is actually needed.
"Document the conflict explicitly with its specific sources rather than silently picking one number, and propose a focused follow-up conversation to achieve genuine stakeholder alignment — avoid unilaterally resolving the conflict based on personal judgment, since that bypasses the real alignment work the disagreement is signaling is needed."
📝 Module 2 Recap — Requirements Gathering & Elicitation Mastered
✅ Elicitation is more than asking questions — stakeholders are often unconsciously incomplete describing their own needs from memory
✅ A structured interview (Opening → Current State → Pain Points → Future State → Closing) consistently extracts more usable information than a casual chat
✅ Always reflect back before ending a conversation — this catches misunderstandings at their cheapest possible moment
✅ Workshops align multiple stakeholders efficiently, but require active facilitation — silence is not the same as genuine agreement
✅ Document Analysis and Observation reveal information interviews alone often miss — people forget or normalize their own workarounds
✅ Open questions invite unexpected, valuable detail; closed questions confirm specific facts — and watch for leading questions disguised as open ones
✅ Synthesis means consolidating, finding patterns, surfacing conflicts explicitly (never silently resolving them), and validating before finalizing
🎯 Before Moving to Module 3...
1. Pick a real, vague request you have received in any context (work, personal, anything) and apply the Concept 1 exercise — identify the stated solution and draft 2-3 questions to find the underlying need.
2. Draft a full 5-stage interview agenda (Concept 2) for a topic you genuinely understand well.
3. Convert 3 of your own typical questions from closed to open phrasing (Concept 5).
4. Review a recent real conversation you had and honestly check it against the Concept 6 mistakes list — did you solution too early anywhere? Accept any vague answers?
Module 3 covers Stakeholder Management & Communication — including how to navigate the kind of conflicting priorities and competing interests that elicitation work consistently surfaces.
2. Draft a full 5-stage interview agenda (Concept 2) for a topic you genuinely understand well.
3. Convert 3 of your own typical questions from closed to open phrasing (Concept 5).
4. Review a recent real conversation you had and honestly check it against the Concept 6 mistakes list — did you solution too early anywhere? Accept any vague answers?
Module 3 covers Stakeholder Management & Communication — including how to navigate the kind of conflicting priorities and competing interests that elicitation work consistently surfaces.
← Module 1: The Salesforce Project Lifecycle
Module 3: Stakeholder Management & Communication → (Coming Soon)
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