Facilitation Course

Facilitation Course

Facilitation course

 

Duration:

On-Site : 3 Days
Virtual : 3 Half Day Sessions

BRIEF DESCRIPTION:

The class provides the concepts of how to conduct effective meetings and workshops.  The training teaches participants the facilitation skills needed to be a successful meeting lead and workshop facilitator.  Participants are taught how to handle group dynamics and meeting management.

WHO SHOULD ATTEND?:

Individuals who need practice in conducting facilitated meetings and group sessions. Those who will find this of value are: Business Analysts, Scrum Masters, Project Managers, Technical Leads, Test Leads, Quality Assurance Analysts, SMEs, Requirements Analysts, Business Analysts, Systems Analysts, Architects, Developers and Designers.

MATERIAL:

Each participant receives agendas, scripts, techniques, checklists and questionnaires.

Facilitation Course

The Facilitation course is designed to help business analysts take their facilitation skills to the next level. In this 3 day training course, participants receive detailed quality feedback and facilitate two practice meetings. The course provides practice in interviewing and facilitation techniques needed for conducting effective business analysis and business requirements gathering and high-level design deliverables workshops and meetings. The course focus is:

  • Tips and techniques for conducting successful business analysis and business requirements meetings
  • What constitutes a successful meeting and workshop?
  • Planning your workshop and meeting with detailed agendas and scripts
  • Practical experience combined with hands on exercises for planning and conducting workshops and meetings
  • Constructive feedback provided to the participants
  • Practice techniques for handling difficult group dynamics and common people problems

The objectives of the course are to:

  • Provide practical exercises for: active listening skills; planning a workshop; building agendas for decision making business analysis and business requirements workshops; questioning techniques; consensus building and facilitation techniques for controlling difficult group dynamics
  • Give each course participant the opportunity to facilitate specific agendas for different types of business analysis and business requirements gathering workshops
  • Build upon the principles and techniques learned in course

Virtual Description

The Facilitation course is designed to help business analysts take their facilitation skills to the next level. In this virtual classroom live course, participants receive detailed quality feedback and facilitate two practice meetings. The course provides practice in interviewing and facilitation techniques needed for conducting effective meetings and workshops.

Day 1 AM

Introduction
  • Agenda, ground rules, materials and student introductions
Overview
  • What is an effective workshop lead?
  • What are the skills, qualities and traits needed to conduct an effective workshop and meeting?
  • Creating an effective workshop environment
Facilitation skills
  • Active Listening
  • Questioning
  • Neutrality
  • Observation skills
    • Reading and interpreting body language
    • Responding to observed body language
  • Appropriate response styles
  • Exercise- Active Listening Skills
  • How to handle problem people
    • Motivation of problem people
    • Types of difficult behaviors- characteristics and what to do
  • Presentation skills
Group Dynamics
  • 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 and ground rules

Day 1 PM

Facilitator’s Tool Kit
  • Facilitation techniques
    • Brainstorming
    • Storyboarding
    • Interviewing
    • Kit reviews
    • Teleconferencing tips and techniques
    • Consensus building
    • Decision making techniques
  • Ice Breakers
  • Team building exercises
Building an agenda
  • Steps for planning an agenda
  • Exercise- Planning a meeting approach

Day 2 AM

Exercise- Short Facilitation experience using a specific technique demonstrated in course

Day 2 PM

Meeting and Workshop Management
  • Methodology
    • Preparation (checklists)
    • Workshop (set up, basic communication techniques, ground rules)
    • Follow-up (checklists)
  • Workshop Roles and Responsibilities
    • Business Sponsor
    • Project Manager
    • Facilitator
    • Business SMEs
    • Business & Technical Experts
  • Key components of a successful meeting and workshop
Discovery Facilitation Techniques for Business Needs
  • Process Analysis Techniques
    • Business Process Flows and Process Mapping Techniques
    • Exercise- Facilitating the process flows using storyboarding
  • Requirements Analysis Techniques
    • High Level Use Case Technique for lean requirements
    • Exercise- Facilitating using the high level use case technique
    • User Stories Technique for agile requirements
    • Exercise- Facilitating a user story session
    • Product Backlogs Technique for agile projects
    • Exercise- Facilitating a Product Backlog Grooming Session

Day 3

Exercise- Long Facilitation Experience
  • Using the case study provided in course, the participants will facilitate a workshop using the different techniques taught in course.
  • Each student creates an agenda and facilitates a workshop using the techniques learned in course. Workshop participants are given roles and real life behaviors to make the role playing more challenging.
  • The participants are given individual feedback from the Instructor and a written evaluation.
Wrap up

Session 1

Introduction
  • Agenda, ground rules, materials and student introductions
Overview
  • What is an effective workshop lead?
  • What are the skills, qualities and traits needed to conduct an effective workshop and meeting?
  • Creating an effective workshop environment
Facilitation skills
  • Active Listening
  • Questioning
  • Neutrality
  • Observation skills
    • Reading and interpreting body language
    • Responding to observed body language
  • Appropriate response styles
  • Exercise- Active Listening Skills
  • How to handle difficult group behaviors
    • Motivation of difficult behaviors
    • Types of difficult behaviors- characteristics and what to do
  • Presentation skills
Group Dynamics
  • 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 and ground rules
Facilitator’s Tool Kit
  • Facilitation techniques
    • Brainstorming
    • Storyboarding
    • Interviewing
    • Kit reviews
    • Teleconferencing tips and techniques
    • Consensus building
    • Decision making techniques
  • Ice Breakers
  • Exercises- Facilitate a session using a decision making technique

Session 2

Building an agenda
  • Steps for planning an agenda
  • Exercise- Planning a meeting approach
  • Preparation for the Short Meeting Facilitation Exercise
Exercise- Short Facilitation experience using a specific technique demonstrated in course
Meeting and Workshop Management
  • Methodology
    • Preparation (checklists)
    • Workshop (set up, basic communication techniques, ground rules)
    • Follow-up (checklists)
  • Workshop Roles and Responsibilities
    • Business Sponsor
    • Project Manager
    • Facilitator
    • Business SMEs
    • Business & Technical Experts
  • Key components of a successful meeting and workshop
Facilitating for Business Process Improvement
  • Business Process Improvement Techniques and Agendas
    • Business Process Flows- “as is” and “to be”
    • Exercise- Facilitating the high level “as is” business process flow using storyboarding
    • Process Mapping for Gap Analysis
    • Exercise- Facilitating focus groups for gap analysis using storyboarding

Session 3

Exercise- Facilitation Experience
  • Using the case study provided in course, the participants will facilitate a workshop using different techniques taught in course.
  • Each student creates an agenda and facilitates a workshop using the techniques learned in class. Workshop participants are given roles and real life behaviors to make the role playing more challenging.
  • The participants are given individual feedback
Wrap up


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