Business Process Management (BPM) Facilitation - 3 Days

Training Description

The BPM Facilitation class is to help participants take their facilitation skills to the next level. A case study is provided to practice facilitation techniques needed for conducting BPM workshops and business meetings. The case study will re-enforce the facilitation skills needed for a BPM initiative by providing practice facilitating the specific stages of process analysis and design. The class will give the participants experience working in teams to perform the analysis, design, justifying and selling their ideas for the business transformation.

Training Objectives

The objectives of the training are to:

• Provide practical exercises for: active listening skills; planning a BPM session; building agendas for decision making sessions; questioning techniques; consensus building and facilitation techniques for controlling group dynamics
• Give each participant the opportunity to facilitate specific techniques for different types of BPM workshops and provide individual mentoring by the instructor
• Build upon the principles and techniques learned in class

Each stage of the Business Process Management process for business transformation initiatives will be outlined with the following:

• Brief description of the stage
• Questions to consider
• Deliverables and tasks
• Detailed scripts and techniques for conducting BPM workshops

Training Content

• Agenda, ground rules, materials and student introductions

• What is a facilitator?
• Role of a facilitator
• What are the skills, qualities and traits needed to be an effective facilitator?
• What are the facilitation rules?

• Active Listening
• Questioning
• Neutrality
• Observation
• Appropriate response styles
• Exercise- Active Listening Skills
• How to handle problem people
  • Motivation of problem people
  • Types of problem people- characteristics and what to do
• Presentation skills

• Phases of group dynamics
• Leadership styles
• Managing conflict
  • Reasons for conflict
  • Types of interventions
• Workshop problems (tips of what to do when things go wrong)
• Workshop set up
• Ground rules

• Facilitation techniques
• Team building exercises

• Steps for planning an agenda
• Planning a workshop approach

• Strategic Planning
• Project Planning
• Context Diagram
• Process Flows
• Process Mapping

• Workshop Methodology
  • Preparation (checklists)
  • Workshop (set up, basic communication techniques, ground rules)
  • Follow-up (checklists)
• Workshop roles and responsibilities
  • Sponsor
  • Project Manager
  • Facilitator
  • Business SMEs
  • Business & Technical Experts
• Recap key components of the workshop
• Success Factors

A case study with a detailed description of the stages and techniques to follow to simulate the BPM process and deliverables focusing on the facilitation techniques needed for conducting BPM workshops and business meetings. The case study will re-enforce the facilitation skills needed for a BPM initiative by providing practice facilitating the different BPM stages. The participants will work in teams to define the following:

• Project scope and successful customer outcome
• Process mapping and analysis
• Process re-design and action plan
• Change management for the business transformation project

Real life business transformation projects can also be used.

• Each student takes turns leading the group using the techniques learned in class. Meeting session participants are given roles and real life behaviors to make the role playing more challenging.
• The participants are given individual feedback and evaluations from the instructor

Maximum of 10 students. Seminars can be customized with specific deliverables, documentation tools and real life projects.