Key Takeaways:
- Choose the Right Method: Match your elicitation approach to your audience and goals.
- Ask Better Interview Questions: Uncover hidden needs and priorities with well-run one-on-ones.
- Make Workshops Work: Use structure and facilitation to align stakeholders quickly.
- Fill in the Blanks: Use surveys and observation to catch what conversations miss.
- Turn Insights into Action: Document, validate, and trace requirements to avoid confusion later.
Why Projects Fail Even When Requirements Look Complete
A product launch fails. The app crashes. Key features are missing. Users flood customer support. The development team followed the plan. The stakeholders approved the requirements. So what went wrong?
No one asked the right questions.
The requirements were documented, but the real needs behind them were never uncovered. No one dug into what users needed in real-world scenarios or defined what success looked like.
This is why strong elicitation matters. It’s not just about gathering input. It’s about uncovering what people assume, overlook, or can’t articulate. The role of the business analyst, whether working individually or as part of a team, is to surface the right information before it’s too late to act on it.
When elicitation works, projects succeed. When it fails, organizations waste time, money, and trust. The rest of this blog walks through practical methods to make sure that doesn’t happen on your watch.
Why Your Project Depends on the Right Elicitation Method
Your requirements work hinges on how you gather information. The wrong method leads to bad assumptions and misses details. Whether you’re working on your own or with a full BA team, the right method depends on who you’re talking to and what you need to uncover.
Here’s a quick guide to help match methods to your needs:
Method | Best For | When to Use | Limitations |
One-on-one interviews | Deep insights from key individuals | Early discovery or executive input | May miss broader process insights |
Workshops | Collaborative requirement refinement | Aligning multiple stakeholders | Conflict can block progress |
Focus groups | Product feedback and user experience insights | Gathering diverse user perspectives | Hard to reach a consensus |
Surveys | Broad input across roles or locations | Validating assumptions or ranking needs | Poor fit for complex, nuanced topics |
Observation | Process or behavior discovery | When people can’t explain what they do | Time-intensive; potential observer bias |
Contextual inquiry | Natural workflow understanding | Combining observation with live questions | Can disrupt normal workflows |
Document analysis | Historical or compliance context | Reviewing contracts, SLAs, or past work | Limited to what’s already documented |
Prototyping | Visualizing vague ideas | Exploring UI/UX or stakeholder expectations | Risk of focus shifting to design over needs |
Choosing the right method is step one. Applying it well starts with meaningful conversations. Interviews remain one of the BA’s most powerful tools, whether solo or in a team.

Stakeholder Interviews That Uncover Hidden Requirements
Interviews offer direct access to the people who shape your requirements, but only if they’re guided well. A well-run interview uncovers goals, pain points, and unspoken priorities that might not surface in a group setting.
Interviewing tips include:
Start with preparation
- Draft 5 to 7 open-ended questions that focus on goals, challenges, and outcomes
- Research the stakeholder’s role and current frustrations
- Ask for permission to record the conversation so you can stay focused
During the conversation
- Ask clarifying questions like “Can you walk me through that?”
- Pay attention to what’s not said: tone shifts, hesitations, contradictions
- Avoid yes or no questions that cut off detail
Handle common challenges with care
- If someone’s quiet or hesitant, offer examples to get them talking
- If a stakeholder dominates the conversation, redirect to your questions
- If they use technical terms, ask for a translation in business language
Interviewing is just as much about listening as it is about asking. For individuals, it’s a chance to uncover hidden details. For teams, it lays the foundation for collaboration in larger sessions like workshops, where roles can be split: one person leading the discussion, another capturing notes or mapping feedback to goals.
How to Run Workshops That Drive Clear Outcomes
Workshops help teams build shared understanding quickly, especially when decisions involve multiple perspectives. However, without a clear structure, they can get off track. Choosing the right format and applying core facilitation practices helps keep sessions productive and outcomes clear.
Choose the Right Workshop Format for Your Goal
- Brainstorming to surface ideas
- Affinity mapping to organize feedback
- User story writing to build a shared backlog
- Process walk-throughs to compare current and future states
Key Facilitation Techniques That Keep Workshops on Track
- Start with a clear objective and shared agenda
- Limit group size to 6 to 10 people when possible
- Timebox each activity to stay focused
- Use visuals and shared screens to keep everyone aligned
Troubleshooting Common Workshop Problems
- If consensus stalls, document disagreements and escalate only when needed
- If conflict flares, acknowledge perspectives and stay focused on outcomes
- For virtual sessions, keep them short, add breaks, and use collaborative tools
Workshops can unlock powerful insights when facilitated well, but when collaboration isn’t possible, surveys and observation can fill in the blanks with broader or behavioral data.
Surveys and Observation: What Conversations Usually Miss
Direct conversations are valuable, but they don’t always tell the whole story. Stakeholders may leave out details or struggle to explain their roles. Surveys and observation help fill those gaps by revealing patterns, behaviors, and priorities that don’t surface in meetings.
Use surveys when:
- You need structured input from a large group
- You want to test priorities or confirm assumptions
Make sure surveys are:
- Short (no more than 10 questions)
- A mix of multiple-choice and open-ended
- Neutral and unbiased
Observation works best when:
- You’re analyzing manual or complex tasks
- People aren’t aware of workarounds or inefficiencies
Watching someone work can change how they work, so stay as invisible as you can and always ask questions with context in mind. Whether you’re working alone or with a team, the goal is the same: uncovering how work actually gets done.

How to Align Stakeholders When Everyone Wants Something Different
When stakeholders pull in different directions, even the best tools won’t save the project. Conflicting priorities and strong personalities can stall progress quickly. Whether it’s one analyst or a whole team, success comes from knowing who to involve, balancing group dynamics, and keeping discussions productive.
Find the right voices:
- Look beyond the org chart to find decision makers
- Identify informal influencers and gatekeepers
- Know the difference between a subject matter expert and a process owner
Balance the room:
- Pull quieter stakeholders into the conversation
- Manage dominant voices without dismissing their input
- Create safe spaces for people to be honest
Align competing priorities:
- Bring departments together to surface trade-offs
- Use value and risk to guide difficult decisions
- Document what was chosen, what was left out, and why
To build buy-in:
- Show how input is shaping the solution
- Keep stakeholders in the loop
- Bring them back for validation and review
Understanding people is what turns good elicitation into great outcomes. Whether managed by one analyst or a whole team, alignment is what ensures progress.
Elicitation Problems Will Derail You If You Are Not Ready
It’s important to remember that elicitation rarely goes to plan. Stakeholders shift, time is tight, and priorities change. The following strategies help analysts and teams stay focused and flexible.
When stakeholders don’t know what they want:
- Focus on what’s broken today
- Use mockups or early prototypes to surface feedback
- Shift the conversation to business goals, not features
To control scope creep:
- Set clear boundaries at the start
- Distinguish “must-haves” from “nice-to-haves”
- Log new ideas for future phases
For conflicting requirements:
- Bring everything back to business value
- Facilitate conversations to find a shared solution
- Use impact analysis if you need to escalate
When time is tight:
- Prioritize activities by risk and value
- Use lean tools like story mapping or rapid canvas techniques
- Focus on the parts that impact delivery the most
Problem-solving is part of the job. With the right mix of leadership, process discipline, and supporting technology, individuals and teams can stay grounded even when the path is uncertain.
Turning Insights into Requirements That Drive Delivery
Great elicitation falls apart if insights aren’t captured and turned into action. This step turns what’s learned into clear, traceable requirements that drive decisions and guide delivery.
Documenting requirements:
- Use a consistent format across all your methods
- Tag insights by source, stakeholder, and importance
- Build visual maps to connect the dots
Validating requirements:
- Run walkthroughs with stakeholders
- Use working prototypes to confirm understanding
- Test completeness through scenarios or use cases
Maintaining traceability:
- Link each insight to a specific requirement
- Record why decisions were made
- Map every requirement back to the stakeholder or goal it came from
Following up:
- Share notes within 48 hours of any session
- Include action items with owners and due dates
- Schedule check-ins to confirm nothing gets lost
When elicitation ends with clear, validated, and traceable requirements, projects start on solid ground. For individuals, this ensures accountability. For teams, it creates clarity across stakeholders and among analysts working toward aligned solutions.
It All Comes Down to Asking the Right Questions
Elicitation is not about checking a box. It is about solving real problems, building fundamental understanding, and creating shared clarity.
The best business analysts, whether working alone or as part of a team, are part detective, part facilitator, and part storyteller. They listen for what’s not said, they surface hidden needs, and they turn scattered input into structured, usable requirements that support the alignment of leadership, process, and technology.
Want your BAs to get better at asking the right questions and turning insight into action?
Unlock expert resources from Watermark Learning. Our training helps business analysts connect leadership goals, operational needs, and supporting technology through practical techniques and people-first strategies.
Jay Pugh, PhD
Dr. Jay Pugh is an award-winning leader, author, and facilitator with over 18 years of teaching and training experience. Currently serving as Head of Leadership Growth at Educate 360, he leads a robust team of external and internal facilitators who specialize in developing leadership capabilities within medium and large-scale businesses. His team works directly with business professionals, helping them become more effective leaders in their daily operations.
Dr. Pugh holds a Ph.D. in Instructional Management and Leadership, and his academic contributions include two published articles and a dissertation focusing on various educational topics. His extensive experience and academic background have established him as a respected voice in leadership development and educational management.