BA · 8 chapters · CHAPTER 04

Elicitation: How to Discover What People Actually Need

Interviews, workshops, observation and the art of asking better questions

Chapter 04 of 8Read as a practical lesson

Elicitation is discovery, not transcription

Stakeholders rarely arrive with perfectly structured requirements. They describe symptoms, preferences, workarounds, frustrations and desired features. The BA's job is to turn those conversations into shared understanding.

Prepare before the meeting

Know what you already understand, what remains uncertain, who needs to be involved, and what decision the session should enable.

01Prepare
02Explore
03Probe
04Reflect back
05Document
06Confirm

Question patterns that work

QuestionPractical answer
Open“Walk me through what happens today.”
Why“What makes that step necessary?”
Exception“What happens when this does not go as expected?”
Evidence“How do you know this is a problem?”
Outcome“What would be different if this worked well?”
Constraint“What cannot change?”

Choose the technique to fit the problem

Use interviews when you need depth, workshops when you need alignment, observation when people struggle to describe real behavior, surveys when you need breadth, and prototypes when a visual conversation is faster than abstract discussion.

Listen for hidden requirements

“We need this report every morning” might hide a scheduling requirement. “Only managers should see this” might hide an authorization requirement. “It must never fail” might hide an availability or recovery expectation.

Record decisions, not just opinions.
Capture assumptions separately.
Ask for examples and exceptions.
Repeat important statements in your own words.
Confirm what is still unknown.

After the meeting

Document the result quickly while context is fresh. Then confirm the interpretation with the people who supplied the information. Confirmation is part of elicitation, not administrative cleanup.