Developing and Managing Requirements: Practical Guidance for SE Practitioners

Guide to Developing and Managing Requirements Status (IW 2020) Kevin Orr (txorrhome@gmail.com) INCOSE Requirements Working Group www.incose.org/IW2020

Plan for going forward New Vision for the Guides Focus on needs of practitioners Step-by-step What and How Process focused Steps, input and output artifacts, process flow, roles & responsibilities, approval process (gate reviews), configuration management, etc. Similar in content to an organizations Work Instructions (WIs) or Standard Operating Procedures (SOPs) Reference the Needs and Requirements Life-Cycle Management Handbook for the guidance concerning how and practical theory that addresses why Maintain consistency in approach and ontology Can have some duplication but the focus is different Size: 20-30 pages with domain specific considerations in appendices Specifics will be the discussed during Monday s meetings January 22, 2020 RWG IW2020 2

RWG Product Plan 2020 RWG is generating products aligned to INCOSE SE Handbook and SEBok that addresses overall concepts and ontology, as well as provide specific guidance to the SE practitioner community. Integrated Data as a Foundation INCOSE Systems Engineering Handbook SEBok INCOSE RWG Whitepaper: of Systems Engineering Needs and Requirements Life-Cycle Management Handbook Guide to Developing and Managing Requirements Guide for Writing Requirements Guide to Verification and Validation January 22, 2020 RWG IW2020 3

Why a Guide for Developing and Managing Requirements? From IW 2019 Discussion Problem Statement: Lack of practical guidance, with examples, on developing and managing requirements across all product development life cycle activities in an MBSE world. Additional Objective points from IW 2019: Provide organizations an understanding that requirements development and management is a key foundational element of SE. Provide organizations guidance that can be used to successfully implement requirements development and management processes within their SE activities, no matter the domain. Present a requirements management perspective of SE that is within contract and configuration management processes yet adapt the exchange of controlled documents and/or data and information and help organizations to move towards INCOSE s Vision 2025. The overall goal is to make this document a useful product to help organizations implement the level of requirements development and management capability that best fits their needs. Original plan was for a draft at IS 2019, will discuss the status and go through review cycles through IS 2020 March 21, 2025 www.incose.org/IW2020 4

GDMR Content Guide to Developing and Managing Requirements Introduction Basic Concepts, Definitions Information-based Needs & Requirement Development and Management Verification & Validation in Context Planning for V&V: A Risk-based Approach System Needs Definition Process o Identify Stakeholders o Define the Problem or Opportunity o Elicit Stakeholder Needs, Expectations, Requirements o Identify Drivers and Constraints o Identify Risks o Develop and Mature Life Cycle Concepts o Define and Document System Needs o Needs V&V o Baseline System Needs Design Input Requirements Definition Process o Transform Needs into Design Input Requirement o Allocate Design Input Requirements o Budget System performance, quality, resources o Establish Traceability o Determining Dependencies and Interface Requirements o Interface Requirements o Documenting Attributes o Requirements V&V o Baseline Design Input Requirements Design V&V System V&V Production Verification Compliance with Standards and Regulations Organizational and Cultural Considerations for V&V Needs, Requirements, V&V Management Process o Allocation, flow-down, and budgeting o Traceability o Managing Changes 1 Introduction 1.1 Purpose and Scope (includes Problem Domain) 1.2 Audience 1.3 Approach 1.4 Definitions 1.4.1 Requirement 1.4.2 Requirements Development 1.4.3 Requirements Management 1.5 Guide Organization 2 Requirements Development and Management Context 2.1 Requirement Handbooks/Standards 2.1.1 INCOSE SE Handbook 2.1.2 IEEE 15288 2.1.3 Needs and Requirements Life-Cycle Management Handbook 2.2 Differences between Requirements Develpoment and Requirements Management 3 Needs Development 3.1 I/O Overview 3.2 Identify Source/Stakeholders 3.3 Needs Definition 3.4 Needs Analysis 3.5 Needs Verification and Validation 4 Requirements Development 4.1 I/O Overview 4.2 Requirement Sources 4.2.1 Stakeholder Needs 4.2.2 Analysis 4.2.3 Architecture/Models 4.3 System Requirement Set 4.3.1 Minimum Set of Requirement Attributes and data schema 4.3.2 Traceability 4.3.3 Requirement Validation and Verification 5 Requirements Management 5.1 I/O Overview 5.2 Requirements Baseline Process 5.3 Requirements Change Process 5.4 Attributes for Requirements Management 6 Considerations on Tools and Data Exchanges Appendix A - Acroymns Appendix B - Requirements Management Plan Template Appendix C - Case Study Coffee Machine Appendix D - Uniqueness across Industries Appendix E - Attributes Appendix F - Comment Form March 21, 2025 5 RWG IW2020

GDMR Schedule Tasks Date Update TPP? IW 2020 Confirm ToC and writing assignments IW 2020 Contributor inputs IW2020 thru February 28, 2020 Virtual Meeting: Contributors (Status/help needed on content) February 12, 2020 Integrate Inputs February 29, 2020 thru March 31, 2020 Virtual Meeting: Contributors (Status/comments on inputs) March 13, 2020 Contributor/Editorial committee Review April 1, 2020 thru April 30, 2020 Virtual Meeting: Contributors/Editorial Committee (Status) April 15, 2020 Integrate Comments May 1, 2020 thru May 28, 2020 Virtual Meeting: Contributors/Editorial Committee (Status) May 19, 2020 GDMR Review Team review May 29, 2020 thru Jun 26, 2020 Disposition/Integrate Comments from GDMR Review Team June 27, 2020 thru July 17, 2020 RWG (IS2020) Review July 18, 2020 thru August 14, 2020 March 21, 2025 www.incose.org/IW2020 6

GDMR Schedule Tasks Date Disposition and Incorporate RWG Comments August 15, 2020 thru September 4, 2020 Virtual Meeting: Contributors/Editorial Committee (Status/ August 26, 2020 Virtual Meeting: Contributors/Editorial Committee 9/11/2020 March 21, 2025 www.incose.org/IW2020 7

GDMR Support Table of Content Sections Contributions 1 Introduction 1.1 Purpose and Scope (includes Problem Domain) 1.2 Audience 1.3 Approach 1.4 Definitions 1.4.1 Requirement 1.4.2 Requirements Development 1.4.3 Requirements Management 1.5 Guide Organization 2 Requirements Development and Management Context 2.1 Requirement Handbooks/Standards 2.1.1 INCOSE SE Handbook 2.1.2 IEEE 15288 2.1.3 Needs and Requirements Life-Cycle Management Handbook 2.2 Differences between Requirements Develpoment and Requirements Management 3 Needs Development 3.1 I/O Overview 3.2 Identify Source/Stakeholders 3.3 Needs Definition 3.4 Needs Analysis 3.5 Needs Verification and Validation 4 Requirements Development 4.1 I/O Overview 4.2 Requirement Sources 4.2.1 Stakeholder Needs 4.2.2 Analysis 4.2.3 Architecture/Models 4.3 System Requirement Set 4.3.1 Minimum Set of Requirement Attributes and data schema 4.3.2 Traceability 4.3.3 Requirement Validation and Verification 5 Requirements Management 5.1 I/O Overview 5.2 Requirements Baseline Process 5.3 Requirements Change Process 5.4 Attributes for Requirements Management 6 Considerations on Tools and Data Exchanges Appendix A - Acroymns Appendix B - Requirements Management Plan Template Appendix C - Case Study Coffee Machine Appendix D - Uniqueness across Industries Appendix E - Attributes Appendix F - Comment Form Team Team Team Team Team Team Team Team Team Team Team Team Team Team Donald McNally Mike Ryan or Susan Ronning ?? Ron Carson Ron Carson Ron Carson Ron Carson Ron Carson Ron Carson Tami Katz Tami Katz/Kevin Orr/Lou Wheatcraft Tami Katz Tami Katz/Raymond W. Mike Ryan Mike Ryan Celeste Drewien Celeste Drewien Kevin Orr/Lou Wheatcraft Gordon Woods Team Rick Zinni/Kevin Orr Lou Wheatcraft NA March 21, 2025 www.incose.org/IW2020 8

Questions? 9 March 21, 2025