ITIDAT2063A: Determine client business expectation and needs

ITIDAT2063A: Determine client business expectations and needs

Competency Descriptor:
This unit deals with the skills and knowledge required to ensure the
client business requirements are developed as a pre-requisite to
designing the new/ additional system and applies to individuals
operating in the information and communication industry.

Competency Field: nformation Technology

ELEMENT OF COMPETENCY PERFORMANCE CRITERIA

1 Specify context of business need 1.1 The business need is fully understood by project team and
or problem client.

1.2 Methods for gathering and collecting information are

ensured to be cost effective and relevant, both to the
project and client environment.

1.3 System boundaries, scope and methodologies to be used

are determined.

2 Specify interested parties 2.1 People (especially the owner, sponsor and those that will
contribute to defining the requirements and using the
system) and roles of client users are identified.

2.2 The physical requirements of the system are identified

taking into account current system functionality, geography,
environment, client user and cost constraints.

3 Plan the requirements phase 3.1 Most appropriate way to obtain requirements information is
decided on.

3.2 Any questionnaires or material needed for workshops and

interviews are developed and trialled.

3.3 A workable and extensible administration system to cope

with incoming data is prepared.

3.4 An extensible Data Dictionary to be used throughout the

project is prepared.

3.5 Commitment and timing is agreed on by users and

managers impacted by the plan.

4 Gather requirements 4.1 Questionnaires are issued and participation in workshops

and interviews has occurred as per the requirements plan.

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 ITIDAT2063A: Determine client business expectation and needs

4.2 Collected data is evaluated and collation of the

requirements is started.

4.3 Any gaps in knowledge or other requirements issues

relevant to obtaining a satisfactory resolution are followed
up.

4.4 Views and requirements of key client users are identified

and documented.

5 Carry out preliminary analysis of 5.1 All functional areas included by the project brief are
information covered in the analysis and meet the client’s stated
business expectations.

5.2 All views and requirements are compared for commonalties

in line with project brief.

6 Resolve conflicts and develop 6.1 Conflicting information is investigated and a single position
consensus is developed.

6.2 The identified position is circulated for discussion with key

client users according to agreed project scope.

6.3 Consensus is gained with key client users subject to project

brief and cost constraints.

RANGE STATEMENT
This unit applies to activities associated with essential operations linked to Determining clients business
expectations and needs.

Clients may include: Business solutions may include:

• department within an organisation • integration of new solutions with existing

• a business requiring an e-commerce solution infrastructure
• organisation involve in partial or total system • e-business solution
change • total change of system

Factors affecting the administration of project Source of information may include:

include:
• change management plans
• size of project • project management plans
• duration of project • current systems design plans
• budget • business strategic plans
• number of persons involved
• type of project (discrete or integrated)

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 ITIDAT2063A: Determine client business expectation and needs

Consulting techniques may include: Systems may include:

• interviews • legacy systems

• surveys • green field sites
• focus groups • organisation wide system
• chat room • discrete system

Analysis techniques may include:

• gap analysis
• urgency and impact assessment
• statistical or other information gathering
methodologies

EVIDENCE GUIDE
Competency is to be demonstrated by the ability to produce a clear statement of business expectations
and needs which include all critical business requirements and must confirm the ability to maintain
coherence of all techniques across the elicitation, modelling, analysis and validation stages in accordance
with the performance criteria and the range listed within the range of variables statement.

(1) Critical Aspects of Evidence

It is essential that competence be observed in the following aspects:

• demonstration of sufficient knowledge of interview, investigation and documentation

techniques
• use of cost effective and relevant methods to gather and collect information
• identification of relevant physical requirements of system
• application of satisfactory administrative process
• identification of the roles of stakeholders
• carry out through analysis and evaluation of information
• communicate effectively with others to achieve consensus
• resolution of conflicts
• apply relevant documentation and reporting procedures

(2) Pre-requisite Relationship of Units

The pre-requisite for this unit is:

• Nil

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 ITIDAT2063A: Determine client business expectation and needs

(3) Underpinning Knowledge and Skills

Knowledge Skills
Knowledge of: The ability to:

• client business domain • analyse, evaluate and present information

• current industry system development • solve complex problems
methodologies • manage time
• current industry information gathering • manage cost
methodologies • manage quality
• general features and capabilities of • conduct research
industry accepted hardware and • gather information
software products • work in a team
• degree of involvement of stakeholders • manage project
and their specific roles • produce project brief/proposal
• quality assurance practices
• project planning
• risk management

(4) Resource Implications

The following resources should be made available:

• workplace (actual enterprise or simulated)

• the business’s current needs
• project requirements
• a client expectations brief
• the business’s objectives
• information on a range of IT business solutions
• need access to the outcomes of the business analysis process

(5) Method of Assessment

Assessment methods must confirm consistency of performance over time to allow the candidate
to demonstrate the information gathering techniques and communications skills required in this
unit and in a range of workplace relevant contexts.

Assessment should be by direct observation of tasks and/or samples of work and questioning on
underpinning knowledge.

Assessment should be conducted over time and will generally be in conjunction with assessment
of other units of competency.

(6) Context of Assessment

This unit may be assessed on or off the job. Assessment should include practical demonstration
either in the workplace or through a simulation. A range of methods to assess underpinning
knowledge should support this.

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 ITIDAT2063A: Determine client business expectation and needs

CRITICAL EMPLOYABILITY SKILLS

Three levels of performance denote level of competency required to perform a task. These levels do not
relate to the NCTVET Qualification Framework. They relate to the seven areas of generic competency
that underpin effective workplace practices.

Levels of Competency
Level 1. Level 2. Level 3.
• Carries out established • Manages process • Establishes principles and
processes • Selects the criteria for the procedures
• Makes judgement of evaluation process • Evaluates and reshapes
quality using given process
criteria • Establishes criteria for
evaluation

Collect, analyse and organise information Level 3

Communicate ideas and information Level 3
Plan and organise activities Level 3
Work with others and in team Level 3
Use mathematical ideas and techniques Level 2
Solve problems Level 3
Use technology Level 2

Please refer to the Assessment Guidelines for advice on how to use the Critical Employability Skills.

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Copyright  2004 National Council on Technical & Vocational Education & Training (NCTVET)
All rights reserved. No part of this document may be reproduced in any form or by any means without the prior permission of the
publishers.