BA Learning · Elicitation

Asking the right questions the right way

Elicitation is more than interviewing. It's the art of drawing out what stakeholders know, what they assume, and — hardest of all — what they know but can't say. Choosing the right technique changes what you find.

Elicitation — not just interviews

Elicitation is the structured process of drawing requirements, constraints, and insights from stakeholders and other sources. A good BA has a toolkit of techniques and knows which one to reach for. Different techniques surface different kinds of knowledge — and some stakeholders respond better to one approach than another.

🎯 Match technique to context

A senior executive with 20 minutes gives you an interview. A frontline team with a complex process gives you observation. A large user group gives you a survey. There's no universal answer.

📋 Triangulate

No single technique tells the whole story. Combine an interview with document analysis and one observation session and you'll surface contradictions that any one method alone would miss.

🗓️ Plan for access

Observation requires time on the floor. Workshops need room booking, agenda design, and getting six people in one place. Factor elicitation logistics into your project plan — not everyone is available on demand.

At a glance

Each technique below has its place. The POPIT tags show which areas of a business change each technique tends to surface well. Tacit knowledge capture (explained below) is marked where it applies.

Technique What it is Best for Watch out for Tacit? POPIT areas
🗣️Structured Interview One-to-one conversation with a set list of questions asked in order. Good discipline, easy to compare answers across stakeholders.
  • Clear scope and objectives
  • Comparing stakeholder views
  • Executive or time-limited sessions
  • Rigid — you can miss what wasn't on your list
  • Stakeholder gives you what they think you want
Low
PeopleOrganisation
💬Semi-structured Interview Prepared topics and questions but you follow the conversation. The most common BA technique. Allows depth and surprise without losing focus.
  • Subject-matter experts
  • When you don't know what you don't know
  • Building stakeholder relationships
  • Requires skilled facilitation to stay on track
  • Harder to compare consistently across stakeholders
Partial
PeopleOrganisationProcess
👥Workshop Structured group session — usually 3–10 participants — with a BA or facilitator running an agenda. Ideal for surfacing conflict, building consensus, and covering ground fast.
  • Multiple stakeholder views at once
  • Surfacing disagreements (people say things to each other they wouldn't say to you)
  • Decision-making or prioritisation sessions
  • Dominant voices can suppress quieter ones
  • Logistics are harder — getting everyone in a room
  • Bad facilitation derails them fast
Partial
PeopleOrganisationProcess
📄Document Analysis Reading and interpreting existing documents: process maps, reports, policies, data extracts, previous project artefacts. Reveals what's already known, formal, and codified.
  • Understanding existing process without stakeholder time
  • Regulatory or policy constraints
  • Checking what stakeholders tell you against what the org has written down
  • Documents are often out of date
  • Formal processes rarely match what actually happens
Low
ProcessInformationTechnology
👁️Observation / Shadowing Watching work being done. Sit with the person, watch them do their job. Don't intervene — just observe. The single best technique for surfacing tacit knowledge (see below).
  • Front-line and operational roles
  • Understanding real vs documented process
  • Surfacing workarounds people don't think to mention
  • People behave differently when watched
  • Time-intensive
  • Requires trust and the right culture
High ★
PeopleProcessInformation
📊Survey / Questionnaire Structured questions sent to a large group. Gives breadth and quantitative data but limited depth. Useful for confirming or sizing something you already suspect.
  • Large stakeholder groups where interviews aren't feasible
  • Quantifying pain points or priorities
  • Anonymous feedback on sensitive topics
  • Low response rates on poorly designed surveys
  • You only learn what you thought to ask
  • Can't follow up on interesting answers
Low
PeopleOrganisation
🎯Focus Group A facilitated group discussion — typically end users or customers — designed to explore attitudes, perceptions, and needs. Less structured than a workshop.
  • Customer or user voice at scale
  • Exploring reactions to ideas or prototypes
  • Generating options you hadn't considered
  • Groupthink is a real risk
  • Needs skilled facilitation to surface the quieter view
  • Not the right setting for sensitive individual experiences
Partial
PeopleProcess
🖼️Prototyping Show stakeholders something tangible — a mock-up, a wireframe, a process diagram — and use their reactions to elicit requirements. People respond better to something concrete than to abstract questions.
  • Clarifying ambiguous requirements
  • Getting useful feedback from non-technical stakeholders
  • Validating assumptions early
  • Stakeholders can anchor on the prototype and lose sight of the actual need
  • Time to build even a low-fidelity prototype
Partial
ProcessInformationTechnology
🧠Brainstorming Structured idea generation, usually in a group. Diverge first (all ideas welcome) then converge (prioritise and filter). Works best when combined with a clearer framework — SWOT, POPIT, or a problem statement as a starting point.
  • Generating solution options
  • Surfacing risks or assumptions the team hasn't voiced
  • Building team buy-in through participation
  • Easy to stay surface-level without good facilitation
  • Can produce quantity over quality
  • Senior people in the room suppress junior voices
Low
PeopleOrganisationProcess

Tacit knowledge — what people know but can't tell you

The philosopher Michael Polanyi put it simply: "We know more than we can tell." Tacit knowledge is the knowledge that lives in practice rather than documentation — the instincts, habits, and workarounds that experienced people build up over years but rarely articulate, because to them it's just how things work.

It's the handwritten spreadsheet on Dawn's desk that the official system can't replace. It's the three advisors who always handle the vulnerable customers because nobody ever said they should, they just do. It's the gap between what the process map says and what actually happens at 4pm on a Friday.

In a Bridgeway interview, Dawn tells you the CRM vulnerability flag is "a binary tick we never trust." That's explicit — she said it. But she probably wouldn't have mentioned the handwritten notes she keeps of members who need extra care, or the unwritten rule that certain members always get routed to the same advisor. You find those by sitting with her for a morning.

Tacit knowledge matters in change BA work because if you don't surface it, you build something that breaks it without knowing why. The new system replaces the handwritten notes with a digital field nobody fills in. The routing logic disappears because it was never documented. The transformation looks like a success on paper and fails on the floor.

The techniques that surface tacit knowledge: Observation and job shadowing are the primary tools. Think-aloud protocols (asking someone to narrate what they're doing while they do it) help. A second-pass semi-structured interview, after you've observed, often surfaces things the person would never have mentioned cold.

Looking at the whole picture

POPIT is a framework for making sure your discovery covers all the dimensions of a business change — not just the technology or the process. A change that looks straightforward from one angle often has a People or Organisation problem hiding underneath it. POPIT keeps you honest.

P
People
Skills, culture, roles, capacity, change readiness. Who is affected by the change? Who needs to behave differently? Who might resist?
O
Organisation
Structure, governance, reporting lines, decision-making authority. How does the organisation shape the problem — and the solution?
P
Processes
How work gets done — formal and informal. The documented process and the real process. Where do things slow down, break, or get worked around?
I
Information
Data, documents, records. What information is needed, where does it live, how does it flow, and where does it break down or go missing?
T
Technology
Systems, tools, platforms, integrations. What does the technology landscape look like? What enables the work and what constrains it?

POPIT is most powerful as a gap check. After your discovery conversations, ask yourself: which areas do I have rich information in, and which are thin? A discovery that's heavy on Technology and light on People is a common failure mode — it produces a technically correct solution that nobody uses.

People — in Bridgeway
Dawn's team change readiness · advisor skill gaps · the 3 near-retirement advisors · 22yrs of institutional knowledge · vulnerability of senior members
Organisation — in Bridgeway
Mutual governance structure · 12-person board · Jonathan's credibility stake · the 2019 failure and its legacy · FCA reporting obligations
Processes — in Bridgeway
23-day mortgage offer process · document chasing via post · overnight batch between systems · printed offer letter workflow · Dawn's desk workarounds
Information — in Bridgeway
Member data quality (spelling/address inconsistencies) · 1,200 Caseware decision rules (undocumented) · 7-year FCA record-keeping requirement · vulnerability flags nobody trusts
Technology — in Bridgeway
Salesforce CRM (2017) · in-house mortgage processing (2011) · Caseware underwriting (22-month contract) · 2008 SOAP integration bus · no real-time data flow
Billie
Here to answer your questions
Hi 👋 I'm Billie — ask me anything about BA Hub, a BA concept, or a template. I know the whole platform.