Project Management Institute

Tools and Techniques to Successfully Launch and Manage Your Projects with Betsy Stockdale and Amanda Cardenas - CANCELLED


Topics: Business Skill Enhancement | Problem Solving | Resource Optimization Technique | Requirements Management

By attending this 4 day course and workshop, participants will build confidence and the skills needed to identify problems and objectives, visually model requirements, manage requirements, prepare for elicitation sessions, conduct interviews, deal with difficult stakeholders, and apply models during the elicitation process using a combination of lectures, group activities and individual activities designed to provide an opportunity to learn, explore and test in a “safe” environment. The integrated workshop allows for additional practice on the concepts where students can apply them to their own project challenges.

Requirements Core Concepts Day 1: This day is the perfect introduction for anyone looking to hone their team’s skills and knowledge around gathering requirements. This course also helps experienced business analysis teams level-set across an organization on requirements terminology and concepts. This course emphasizes the importance in understanding business objectives to manage scope. This course will teach the students to recognize different types of requirements and get an introduction to techniques for elicitation, scope management, models and requirements review.

Requirements Visualization Day 2: This day provides intermediate and advanced business analysts, project managers, and product managers an incredibly powerful addition to their skill set through requirements visualization. As an extension of the first day, it dives deeper into requirements models and when to use them. Understanding how to select models provides you with the ability to communicate with any audience – customers, developers, product managers, and senior management.

Elicitation & Facilitation Day 3: This day provides intermediate and advanced business analysts, project managers, and product managers a set of elicitation and facilitation skills fundamental to their roles. The course teaches you where to start with requirements elicitation on a project, including how to build an elicitation plan and individual agendas for elicitation sessions. The course builds confidence and the skills you need to prepare for sessions, to conduct interviews, to apply models during the elicitation process, and to take effective notes.

Workshop Day 4: This day encourages the students to practice the concepts from the previous three days of the class by applying them to their own personal projects. The instructor will facilitate the students working in groups and alone on business objectives models, business data diagrams (or ERDs), ecosystem maps, report tables and display-action-response models, process flows, a requirements mapping matrix/traceability matrix, and any other models that the students select. The class will be able to use more relevant examples than previously practiced so that they can take the work products back to their jobs after training.

Click here for full course details.

What You Will Learn

By the end of Requirements Core Concepts (Day 1), students should: 

  • Understand the value of requirements (models) 
  • Understand various elicitation techniques 
  • Create clear requirements using the attributes of a good requirement and requirements set 
  • Analyze requirements for gaps using requirements models
  • Apply techniques for managing requirements
  • Understand how to measure the quality of requirements

By the end of Requirements Visualization (Day 2), students should:

  • Create requirements models to organize complex information rather than using only thousands of "system shall" statements
  • Understand 15 different types of Requirements Modeling Language (RML®) models, including Process Flows, Ecosystem Maps, Report Tables, Business Data Diagrams, and Feature Trees
  • Analyze and select the right model for the appropriate audience and situation
  • Understand how the proper use of models allows you to ensure the completeness of your requirements
  • Understand different types of models and how they relate to each other
  • Apply learned concepts to use models together and create a complete understanding of the system
  • Integrate models with any development methodology-from waterfall to agile 

By the end of Elicitation & Facilitation (Day 3), students should:

  • Apply various techniques to elicit requirements 
  • Understand how to plan elicitation on a new project
  • Identify the right audience for elicitation sessions
  • Execute a tailored elicitation session for a particular audience
  • Create and execute facilitated sessions
  • Understand what tools to use within a facilitated session
  • Analyze and understand what to do with elicitation results 

By the end of the Workshop (Day 4), students should:

  • Feel comfortable with the concepts learned in the previous three days of training
  • Know how to apply the concepts to their daily work/projects
  • Have their project-specific example work products started to take back to their project

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®. Leadership and Strategic PDUs apply evenly across all credentials and Technical PDUs apply only to specific credentials. PDUs will be added in full to all eligible credentials.
Technical Leadership Strategic Total
CAPM / PMP / PgMP 28 0 0 28.00
PMI-ACP / Agile* 5 0 0 5.00
PMI-SP 0 0 0 0.00
PMI-RMP 0 0 0 0.00
PfMP 0 0 0 0.00
PMI-PBA 28 0 0 28.00
pmi_talent-triangle_alignments_technical_rgb pmi_talent-triangle_alignments_leadership_rgb pmi_talent-triangle_alignments_strategic_rgb pmi_talent-triangle_alignments_rgb

Seminar Instructor(s)


Betsy Stockdale

Betsy Stockdale is a business architect at Seilevel, a professional services company based in Austin, Texas. Seilevel’s approach to requirements drastically cut features from scope, enabling projects to be successful while still delivering the needed business value for Fortune 1000 companies. Betsy is responsible for leading projects to develop requirements following Seilevel’s Requirements Modeling Language (RML™).

Business Analysis Experience:

  • Developed requirements for a variety of systems such as: purchasing card system, shipping application, faculty management system, policy administration system, online reconstruction program, card on file for future purchases, loan origination system, online site search, online product support, web services, project management, tool integrations, and business process design.
  • Led requirements teams for more than 40 projects. 
  • Led business analysis team assessments, making recommendations to improve the skills and processes for business analysis organizations.
  • Provided training for numerous organizations, and presented at events such as PMI Global Conference, Building Better Business Conference, Keep Austin Agile, IIBA and PMI chapter meetings, IIBA and PMI Development Days, BA World and Product Camp Austin.
  • Led elicitation with end users, marketing, sales, and partners to define new product requirements. Worked with engineering to prioritize and implement requirements following both waterfall and agile processes. 

Betsy has worked with clients such as The Walt Disney Company, Caltech, Daman Health, UCLA, JPL, City of Hope, Shell, Union Bank, Argo Group, Dell, Blue Cross/Blue Shield NJ, ARM, Pervasive.


Amanda Cardenas

Amanda, a Senior Product Manager, is a Seilevel Certified Instructor and practitioner. Seilevel is a business analysis and product management company that helps lead Fortune 1000 companies to deliver quality software whose value increases significantly through the business analysis and product management process. Amanda works with her clients to effectively cut scope and deliver the minimum viable product, which saves companies millions of dollars in downstream costs. In addition to leading software development projects, she is passionate about helping organizations improve their business analysis and agile practices.

Course Information

4 Days
12 - 15 July 2021


Member Price
(US$2884.00 before 14 June)
Non-Member Price
(US$3090.00 before 14 June)
Government Pricing

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