The goal of RDM Optimization Assessment is twofold: identify deviations or inefficiencies from best practices and industry standards and recommend appropriate actions to help an organization's requirement's process conform to building quality requirements.

The first part of the engagement is the Kickoff meeting of key stakeholders of the requirements management team. PE will review and validate the customer expectations and ensure the service engagement meets those goals. PE will then meet one on one with managers or leads such as requirements manager, business analyst, project leaders and any staff identified as a key stakeholder. Stakeholders will be expected to discuss topics covering eliciting, linking, tracing, documenting, training, tracking, analyzing and managing requirements. In addition, stakeholders will provide pre-identified artifacts necessary to conduct the interviews. Stakeholders may be asked to complete questionnaires prior to the Kickoff meetings. This phase of the engagement is to document and understand the current 'as is' requirements process today. The duration of the one-on-one stakeholder interviews is about takes two full business days.

In the second part of the engagement, PE uses strategies to compile information into written reports or summaries to identify the gap between the current “as is” configuration process and the more optimized process. This fit-gap report will do two things: identify deviations or inefficiencies from best practices and industry standards and recommend appropriate actions to help an organization's requirement's process conform to building quality requirements. The report will incorporate interview notes, observations, details, explanations, examples and draws conclusions from relationships and patterns that emerge from data and use appropriate visual aids and media to communicate its results.