Delivery Method: Onsite or Virtual
The art of bringing people together, face-to-face or remotely, to elicit requirements, make decisions, and gain consensus on solutions is a critical success factor for teams. This course teaches facilitation techniques that can be used for structured requirement workshops and facilitating a small informal group to a decision. This course goes beyond traditional facilitation training by focusing on facilitation techniques specific to gaining a shared understanding of requirements in person or with remote participants.
Students will spend 60% of class time participating in interactive, real-world business case studies and performing each key role in at least one session. 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 the requirements workshop, develop the correct questions to ask the group, and facilitate the group to a consensus on the requirements using one of the learned techniques. This course supports and expands on the techniques in the IIBA BABOK® Guide V2.0 and the ICAgile’s Agile Value Management track.
- 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, whether face-to-face or with remote participants.
- Actively practice learned skills and techniques.
- Use a requirements planning session template.
- Prepare the participants for the requirements session.
- Perform each facilitation role through role playing each session.
- Conduct the session to stay focused on the core requirement that was planned as a deliverable.
- Select which facilitation technique to use for each core requirement being gathered.
- Complete checklists for managing and conducting the session.
- Facilitate a requirements workshop including remote participants (if desired).
- Define requirements facilitation
- Define participant roles
- Learn guidelines for requirements facilitators
- Explore techniques for facilitating across distance
- Conduct a mini-requirements workshop.
- Practice techniques used for requirements workshops.
- Determine when requirements workshops are appropriate:
- Review the core requirements components and discuss how they are best gathered
- Learn when not to use requirements workshops
- Student Workshop: Practice determining session need using real-world scenarios.
- Learn facilitation techniques:
- Consensus building
- Lead a session to teach and utilize various facilitation techniques as assigned by the instructor.
- Conduct individual sessions
- Observe and give feedback for each session
Planning and Preparing for a Facilitated Session
- Plan the session
- Prepare for a session:
- Outline the goals and requirements deliverables.
- Select session participants and determine if pre-session interviews are appropriate.
- Student Workshop: Utilize the Session Plan Summary Template, Session Plan Template, and Session Agenda Template to plan and prepare for a facilitated session.
Conducting the Session
- Learn the stages of group development/productivity
- Facilitate decision making – work toward consensus
- 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
- Follow up on the session:
- Produce the final requirements document
- Share session feedback
- Determine the next steps to finalize the requirements
- Conduct a requirements workshop using the plans developed in the prior student workshop. (May include remote participants if desired.)
- Produce a requirements deliverable using one or more of the facilitation techniques learned in class.
- Personal feedback will be provided to drive skill development
- Bringing it all together
- Develop an Action Plan with next steps on the student’s current project
Appendix – Job Aids
- Common Challenges for Virtual Meetings
- Applying Elicitation Techniques in a Virtual World
- Engaging Participants
- Keeping Groups Focused
- Ice Breaker/Energizer Tips