How to Capture Customer Requirements and Develop Project Scope with Greg Githens or Jeff Panning

What You Will Learn

Upon completion of this training, learners will be able to:

  • Identify techniques for capturing both spoken and unspoken requirements.
  • Ask better questions and ask them more effectively.
  • Recognize characteristics of high-quality written requirements (customer centric, organized, verifiable, traceable, complete, etc.).


How can you better satisfy your customers’ needs, manage their expectations, banish scope creep, and assure project success? By capturing correct and complete project requirements!

This popular training provides pragmatic techniques for capturing, specifying, and managing requirements as part of a successful requirements management process. You will increase your skill in speeding delivery of the right solution and develop insights that can help you delight your customers with innovative solutions. It is rich with examples that will help you recognize good practices. You will learn fundamental concepts and practices through a step-by-step case study exercise. This training is applicable to any kind of project, not just software and systems. 



    • Recognizing Common Pitfalls in Project Requirements Capture
    • How to Distinguish Wants From Needs
    • How Requirements Fit to the Project Triple Constraint
    • Why Distinguish Features From Benefits?
    • Who Is Responsible for Determining Project Requirements?
    • Why “Capture” Is a Better Word Than Gather
    • Qualities of Good Requirements (solution free, verifiable, organized, etc.)
    • Organizing Requirements With the Vee Model
    • Introduction to Functional Analysis
    • Stakeholders, Customers, and “Jobs to Be Done”
    • Thinking Strategically and Anticipating Future Stakeholder Needs
    • The Distinction Between Validation and Verification
    • Leadership Is Leading With Questions
    • Design Thinking
    • A Better Way to Manage Due Dates and Deadlines
    • Good Questions to Ask
    • Avoiding “Solutioneering”
    • Probe for Metrics
    • Building Rapport
    • The ESP Model of Interviewing
    • Practice Customer Interview
    • The Three Kinds of Scope
    • Use Cases
    • Functional Analysis
    • Organizing Requirements Documents 
    • Specifying Detailed Requirements
    • Quality Criteria for Requirements
    • Using Stories to Develop Projects

Greg presented the material in a clear and concise way. Very engaging and keeping the energy level up!

Excellent presentation and the instructor was well-versed in the material.

PDU Allocation Table

The table below displays the number of professional development units (PDUs) awarded for each PMI® credential, as they align to the PMI Talent Triangle®. Power Skills and Business Acumen PDUs apply evenly across all credentials and Ways of Working PDUs apply only to specific credentials. PDUs will be added in full to all eligible credentials. *Please note that the asterisked row below applies to the PMI® Agile Certification Journey and includes Disciplined Agile® Scrum Master (DASM), Disciplined Agile® Senior Scrum Master (DASSM), Disciplined Agile® Coach (DAC), and Disciplined Agile® Value Stream Consultant (DAVSC) certifications.
Ways of Working Power Skills Business Acumen Total
CAPM® / PMI-CP™ / PMP® / PgMP® 8 3 3 14.00
PMI-ACP® / Agile* 1 3 3 7.00
PMI-SP® 0 3 3 6.00
PMI-RMP® 0 3 3 6.00
PfMP® 0 3 3 6.00
PMI-PBA® 6 3 3 12.00
Ways of Working Power Skills Business Acument Talent Triangle



Gregory D. Githens PMP

Greg Githens’ mission is to upskill individuals to make positive impact by delivering useful ideas and new perspectives. His engaging enthusiastic style has earned him the reputation as one of PMI’s most popular speakers.

Greg is the author of How to Think Strategically: Sharpen Your Mind. Develop Your Competency. Contribute to Success. This highly rated book explains that strategic thinking is an individual competency composed of 20 microskills. Because strategic thinking is rare and valuable, those who demonstrate it have more value to their organizations and are more promotable.

Greg has been a featured speaker at PMI congresses, PMI chapters, The Management Roundtable, and elsewhere. He holds a master’s degree in business administration from Bowling Green State University (USA) and a master’s degree from Miami University (USA).


Jeff Panning PMP

Jeff Panning has been leading organizational change throughout his career. He has led the shift of systems, behaviors, activities, and habits from the current state to the future state for the variety of organizations in which he has worked. He has done this with a collaborative, open, and supportive approach.

He earned his PMP in 2003 after learning about PMI, the PMBOK, and the beauty of structured project management. This was a vast improvement as compared to his methods over the first 10+ years of his career. He led various types of internal projects like IT infrastructure, client facing ecommerce, and business system improvements/upgrades. He later led projects across engineering disciplines for external clients. He currently manages a team of custom software developers and is working with them to reinvent their processes, procedures, and tools to support company growth goals.

Jeff is the former president of the PMI Western Lake Erie Chapter in Toledo, Ohio. He currently serves as the chapter’s VP of Communications. He has spoken to numerous PMI chapters on the topics of the project managers as a facilitator and strategies for making changes stick.

Jeff earned both his BBA and MBA from the University of Toledo. He is active on LinkedIn and regularly posts on the topics of #ChangeManagement, #ProjectManagement, #BetterMeetings, #Collaboration, and #Facilitation. His profile can be found at

Training Information

19 - 20 August 2024
2 Days


Member Price
(US$1385.00 before 8 July)
Nonmember Price
(US$1585.00 before 8 July)
Government Price
Student Price

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