01Discovery, need, context, stakeholders, and authority
Provide a requested feature, conflicting stakeholder explanations, incomplete operating evidence, affected users with different access needs, a policy constraint and an assumed solution. Ask what is known, what is inferred and what should be investigated first.
Confirm: The person identifies affected people, goals, current outcomes, channels and support needs; observes or seeks records of actual work instead of accepting the loudest description; distinguishes need, want, problem, opportunity, constraint, requirement and design; records evidence provenance and limits; maps stakeholders by contribution, impact and decision authority rather than influence alone; turns unsupported opinions into questions or assumptions; defines a bounded problem and candidate outcome with product policy and operations owners; selects proportionate elicitation and analysis techniques; protects sensitive research and operational information; and leaves open what the available evidence cannot establish.
02Workflow, decisions, rules, information, and exceptions
Provide a cross-channel process with manual workarounds, two handoffs, a time-dependent policy rule, inconsistent terms, personal data, an external system, uncommon exceptions and disagreement between the written procedure and observed behavior. Ask for an inspectable model.
Confirm: The person defines the model's purpose, audience, boundary, notation and level; separates current observed work from the documented and proposed states; traces actors, triggers, activities, waits, handoffs, channels, inputs, outputs, events, exceptions, controls and end states; models consequential decisions separately from process flow; records each rule's owner, source, jurisdiction, effective period, priority, inputs, outcomes and exception path; creates a glossary and information model with provenance, sensitivity, quality and lifecycle constraints; identifies system interfaces and failure cases; validates the model with the people who perform and govern the work; and never mistakes model completeness for operating truth.
03Requirements quality, interfaces, traceability, and acceptance
Provide a broad objective, duplicated stories, solution-biased requirements, missing non-functional needs, an API boundary, disputed terminology, changed policy and acceptance criteria that only describe the happy path. Ask the person to make a decision-ready slice.
Confirm: The person chooses an appropriate form for each audience and decision; writes clear singular feasible necessary prioritized verifiable requirements while making design constraints explicit; uses normative terms only when their meaning and authority are defined; covers functional behavior, data, interface, accessibility, security, privacy, performance, operations, migration and failure needs proportionately; links every item to its source, rationale, owner, related rule, dependency, evidence and status; identifies conflict, duplication, ambiguity and unverifiable language; maintains forward and backward traceability without a ceremonial matrix; expresses acceptance as observable outcomes and examples including boundaries and exceptions; separates verification from validation; and asks the accountable owner to accept the requirement baseline.
04Change impact, validation, release, outcomes, and continuity
Provide an approved requirement change after implementation has started, affected workflows and interfaces, incomplete specialist evidence, a release window, adoption concerns, an early performance signal and an absent analyst. Ask what changes and whether the result should proceed.
Confirm: The person traces the change through needs, rules, process steps, data, interfaces, requirements, tests, controls, training, support, migration, contracts and dependent work; presents options, consequences, assumptions and unresolved risks to the right authority; updates approved baselines and version history rather than silently rewriting intent; assembles linked validation and specialist evidence without approving it by proxy; distinguishes built, verified, accepted, released, adopted and beneficial; defines observation measures and interpretation limits before claiming effect; compares outcomes with the original need; feeds learning into the next decision; leaves open obligations owned; preserves glossary models rules requirements rationale decisions evidence and change history in client-controlled systems; and lets another owner reconstruct and challenge the result.