Facilitating a Requirements Workshop

Download PDFThe 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 offers facilitation skills training 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 requirements workshop techniques specific to gaining a shared understanding of requirements in person or with remote participants. Five job aids are provided as valuable after class resources as participants begin preparing and conducting their facilitated sessions.

Learning Objectives

  • Facilitate using proven techniques for eliciting detailed business, functional and non-functional requirements
  • Identify when and how to use each techniques
  • 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 requirements workshop 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)

Facilitation Skills Class Experience

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.

Course Outline

Introduction1.5 hours

  • Define requirements facilitation
  • Define participant roles
  • Learn guidelines for requirements facilitators
  • Explore techniques for facilitating across distance

Student Workshop2.5 hours

  • Conduct a mini-requirements workshop
  • Practice techniques used for requirements workshops

Session Feasibility2 hours

  • 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:

    • Brainstorming
    • Consensus building
    • Visualizing
      • Flowcharting
      • Storyboarding

Student Workshop5 hours

  • 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 Session2 hours

  • 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 Session1 hour

  • 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

Student Workshop6.5 hours

  • 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

Course Summary.5 hour

  • Bringing it all together
  • Develop an Action Plan with next steps on the student’s current project

Appendix – Job AidsOptional

  • Common Challenges for Virtual Meetings
  • Applying Elicitation Techniques in a Virtual World
  • Engaging Participants
  • Keeping Groups Focused
  • Ice Breaker/Energizer Tips

6 reviews for Facilitating a Requirements Workshop

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  1. Carol S

    Anyone in IT involved in requirements gathering should take this course. Missed requirements is the #1 reason why we have rework. Facilitation sessions and different techniques on the situation is a must.

  2. Pennie B.

    This class was extremely helpful. We had a lot of discussion around how to deal with situations we face on our jobs every day. The actual role play was a very important part. I believe everyone in the group gained knowledge from this class.

  3. Joanne W.

    I wouldn’t change anything in this class. We discussed techniques and then applied all of them. It was a great class and I learned a lot. It forced me out of my comfort level which I am very thankful.

  4. Eldrick L.

    Excellent class. Executing the class virtually was very valuable for learning how to work in the 21st century world

  5. Shelly W.

    Generally, I am very reserved in the interactive/role-playing environment, but I found the material “real” enough to play along and as challenging as it was to do, I found it to be very valuable and look forward to reviewing additional opportunities.

  6. Jeri H.

    Very interactive workshop where we discussed and worked on real projects! The instructor was extremely knowledgeable and engaged the class very well.

Facilitating a Requirements Workshop Course Length: 3 days

Sep 23 - Sep 25, 2019 Live Virtual 9:00 - 5:00 EST Register
facilitation skills training
Request Onsite
Length 3 days
Intended Audience

This course is designed for experienced, knowledgeable business analysts involved with requirements elicitation and analysis. Students are expected to understand the purpose of business and functional requirements.

Prerequisites 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.
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