Remote Facilitation

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Remote Facilitation
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Introduction

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 spend 60% of class time participating in interactive, real-world business case studies. Each student will have the opportunity to practice facilitating multiple requirements sessions in a “safe” environment with personalized feedback.

The workshops in this course require students to plan a requirements workshop, develop the correct questions to ask the group, and facilitate the group to a consensus on the requirements using learned techniques. This course supports and expands on the techniques in the BABOK.

Objectives

  • Facilitate using proven techniques for eliciting detailed business, functional and non-functional requirements
  • Identify when and how to use each technique
  • Develop confidence and a skill set to conduct requirements workshops with remote participants
  • Actively practice learned skills and techniques
  • Use a requirements planning session template
  • Prepare the participants for the requirements session
  • Conduct the session to stay focused on the core requirement that was planned as a deliverable
  • Select which facilitation techniques to use for each core requirement being gathered
  • Complete checklists for managing and conducting the session
  • Facilitate a requirements workshop including remote participants

Student Profile

This course is designed for knowledgeable business analysts involved with requirements elicitation and analysis.

Prerequisites

There are no prerequisites to attend this course. However, we recommend that students first attend our Essential Skills for Business Analysis class or have experience in project scope definition, eliciting requirements from subject matter experts, and understanding how business requirements fit into the entire systems development effort. Students are also expected to understand the purpose of business and functional requirements.

Course Materials

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

Methodology

Engaging and interactive course. Students will spend 60% of class time participating in interactive, real-world business case studies; the participants learn new concepts through exercises and application practices.

Certification

This course is included in our Business Analysis Certification Program. By attending this course, students earn credit towards the BA Associate and BA Certified certifications, as well as credit towards the Elicitation/Facilitation Badge.

Additionally, students will earn 21 credit hours for their attendance.

Accreditation

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

Course Outline

  1. Introduction
    1. Define requirements facilitation
    2. Define participant roles
    3. Learn guidelines for requirements facilitators
    4. Explore techniques for facilitating across distance
  2. Student Workshop
    1. Conduct a mini-requirements workshop
    2. Practice techniques used for requirements workshops
  3. Session Feasibility
    1. Determine when requirements workshops are appropriate:
    2. Review the core requirements components and discuss how they are best gathered
    3. Learn when not to use requirements workshops
    4. Student Workshop: Practice determining session need using real-world scenarios.
    5. Learn facilitation techniques:
      • Brainstorming
      • Consensus building
      • Visualizing
        • Flowcharting
        • Storyboarding
  4. Student Workshop
    1. Lead a session to teach and utilize various facilitation techniques as assigned by the instructor
    2. Conduct individual sessions
    3. Observe and give feedback for each session
  5. Planning and Preparing for a Facilitated Session
    1. Plan the session
    2. Prepare for a session:
      • Outline the goals and requirements deliverables.
      • Select session participants and determine if pre-session interviews are appropriate.
    3. Student Workshop: Utilize the Session Plan Summary Template, Session Plan Template, and Session Agenda Template to plan and prepare for a facilitated session.
  6. Conducting the Session
    1. Learn the stages of group development/productivity
    2. Facilitate decision making – work toward consensus
    3. Conduct the session:
      • Utilize a checklist for managing the session
      • Set session rules and manage the session
        • Encourage participation
        • Manage group focus
        • Learn reactive techniques to use during the session
        • Create a follow-up action plan
    4. Follow up on the session:
      • Produce the final requirements document
      • Share session feedback
      • Determine the next steps to finalize the requirements
  7. Student Workshop
    1. Conduct a requirements workshop using the plans developed in the prior student workshop.
    2. Produce a requirements deliverable using one or more of the facilitation techniques learned in class.
    3. Personal feedback will be provided to drive skill development
  8. Course Summary
    1. Bringing it all together
    2. Develop an Action Plan with next steps on the student’s current project
  9. Job Aids (optional)
    1. Common Challenges for Virtual Meetings
    2. Applying Elicitation Techniques in a Virtual World
    3. Engaging Participants
    4. Keeping Groups Focused
    5. Ice Breaker/Energizer Tips

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

Reference

JIS 452

Duration

3 days

Delivery Mode

Virtual, Face-to-Face

Certification

BA Certified
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