Remote Facilitation

Remote Facilitation
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Remote facilitation with participants in various locations and potentially different countries, can add an additional level of complexity. This course provides proven approaches to ensure that all members are engaged so that requirements can be effectively obtained from the group, decisions made, and consensus obtained for the goals of the session. Remote facilitation requires even more planning than a traditional face to face workshop, and this course has actionable recommendations and job aides to make the session a success.

Students will practice remotely for more than 70% of the class time on real-world business case studies and role play each key role in a facilitated session so that they are comfortable to facilitate a workshop after class. The expert instructor/facilitator will ensure that the environment is a “safe” one to practice and provide personalized feedback as needed.


  • Facilitate a requirements workshop using proven techniques for virtual requirements elicitation
  • Develop confidence and a skill set to conduct requirements workshops with remote participants
  • Use a requirements planning session template
  • Perform various facilitation roles through role playing each session

Student Profile

This course is designed for individuals who meet requirements remotely.


There are no pre-requisites to attend this course.

Course Materials

Each student will receive a copy of the course documentation prepared by Netmind.


Engaging and interactive face-to-face course. Our instructors teach all course materials using the demonstrative method; the participants learn new concepts through exercises and real application practices.


A certificate of attendance will be issued to students who attend the course for at least 75% of the duration.


There isn’t an official certification associated with this course. However, students will earn 7 credit hours for their attendance.

Course Outline


  • Define requirements facilitation
  • Review guidelines for requirements facilitators
  • Explore techniques for facilitating across distance
  • Student Workshop: Learn to address common virtual challenges (Instructor will demonstrate virtual requirements gathering techniques)

Session Feasibility

  • Review facilitation techniques and discuss virtual approaches. Students will be asked to pre-read sections and come prepared with questions.
    • Brainstorming
    • Consensus building
    • Visualizing
      • Flowcharting
      • Storyboarding
  • Discuss the use of ground rules, parking lots, and issue logs in virtual sessions

Student Workshop

  • Plan and co-lead a session to teach and utilize various facilitation techniques as assigned by the instructor
  • Personal feedback will be provided to drive skill development

Preparing for a Facilitated Session

  • Prepare for a virtual session:
    • Outline the goals and requirements deliverables
    • Select session participants and determine if pre-session interviews are appropriate
    • Prepare facilities and technology
  • Student Workshop: Utilize the Session Plan Summary Template, Session Plan Template, and Session Agenda Template to plan and prepare for a facilitated session. May require additional time outside of class to prepare.

Student Workshop

  • Conduct a 20 minute virtual requirements workshop using the plans developed in the prior student workshop
  • Produce a requirements deliverable using one or more of the facilitation techniques learned in class
  • Personal feedback will be provided to drive skill development

Course Summary

  • Student Workshop: Collaborate to identify “takeaways” from class
  • Develop an Action Plan with next steps on the student’s current project

Job Aids (optional)

  • Techniques for Facilitated Sessions
  • Common Challenges for Virtual Meetings
  • Applying Elicitation Techniques in a Virtual World

Public Classes

Currently, we don't have any public sessions of this course scheduled. Please let us know if you are interested in adding a session.

See Public Class Schedule

Course Details


JIS 452


2 days

Delivery Mode

Virtual, Face-to-Face
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