August 28, 2018

Requirements Traceability Matrix Template to Help You Keep Requirements In Line

What is Requirement Traceability Matrix?

Have you ever been in a situation where you no longer remember who asked for a certain requirement to be added to the project? Or even worse, when a key requirement for the project was missed by the supplier? Don’t be ashamed, we’ve all been there. Fortunately, there are tools you can use to prevent these misfortunes from happening. Let me introduce you to one of them: meet the Requirements Traceability Matrix. These requirements traceability matrix templates help you keep documents and requirements in line for your project.

Requirements Traceability Matrix Template
Requirements Traceability Matrix Template

The Requirements Traceability Matrix (RTM) Template is a scope control tool which helps ensure that the requirements and related deliverables remain stable and can be linked back to their baseline and original source, that is, the stakeholder who requested them. Thus it “traces” the deliverables by establishing a thread for each requirement- from the project’s initiation to the final delivery.

From the Requirements Breakdown Structure to the Requirements Traceability Matrix



RBS project management, Requirements Breakdown Structure
Requirements Breakdown Structure

Yet, before we can trace requirements, we need to start by identifying these requirements. That exercise can be achieved through a Requirements Breakdown Structure (RBS), a hierarchical representation of the requirements of the project. When using this tool, requirements can be grouped under the following types:

  • Business Requirements:
    needs that come from the organization, at the business level
  • Stakeholder Requirements:
    requirements gathered from stakeholders 
  • Solution Requirements:
    requirements that relate to the solution to be delivered, which in turn be split between functional and non-functional requirements
  • Transition Requirements:
    requirements regarding the transition between solutions (existing and new), if applicable
  • Functional Requirements:
    requirements that refer to user or system requirements
  • Non-functional Requirements:
    requirements that are non-functional, such as quality requirements or constraints that need to be considered
Once all requirements have been captured we are finally in a position of moving them to a table format and trace them back to the different stakeholders as well as assigning them a priority. Let’s see how this is done.

What does an Requirements Traceability Matrix include?

An RTM should include sufficient information to allow each requirement to be easily understood and to be traced back to its source. Therefore, the following are suggested as a minimum:

  • Unique Identifier:
    to avoid ambiguity, each requirement should be uniquely identified, using the same identifiers as in the Requirements Breakdown Structure
  • Requirement name:
    so that it is clear what the requirement refers to
  • Requirement description:
    additional information about the requirement, such as its purpose or known constraints
  • Requirements type:
    based on the categories defined in the Requirements Breakdown Structure, each requirement should be grouped under a certain type

  • Stakeholder:
    the name of the stakeholder involved in the requirement and his/her role regarding that requirement (requester, impacted, not impacted)
  • Priority:
    the priority of each requirement as assigned by the different stakeholders. While different techniques exist, the most commonly used is MoSCoW, where requirements are categorized as must, should, could, or won’t have.

From the above, two key sections form the matrix: the requirements on the left, as rows, and the stakeholders on the right, as columns. The intersection of these represents the traceability of the requirement to a certain stakeholder and vice-versa. Pretty easy!

What are the benefits of an RTM?

The RTM is created during the project planning phase, either by a business analyst or by the project manager him/herself, a common scenario in smaller projects.
Some of the advantages of the RTM include:

  • Track if requirements are being met by the current process
  • Track if suppliers have delivered according to specifications
  • Support the creation of other planning and testing documents, such as RFPs, the project plan, estimates, deliverable documents, or test scripts
  • Manage scope changes more effectively, ensuring that nothing falls through the cracks
  • Ensure that stakeholder’s expectations are being addressed
  • Draft a product roadmap, by defining different priorities for the requirements

A Requirements Traceability Matrix is one of those powerful yet simple tools which can very quickly enable a more rigorous control in the project. Experiencing constant changes in the requirements throughout the project? This tool is for you, my friend.  



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