JAD Facilitation Course

JAD Facilitation Course

JAD Facilitation Training



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


The class provides the concepts of how to conduct requirements gathering workshops and how to be an effective facilitator. The workshop provides an understanding of how to build and utilize decision making techniques for consensus based requirements. The Joint Application Development (JAD) process and techniques are also defined.


Individuals planning to facilitate, manage or participate in requirements gathering sessions and would like to implement the JAD process for the discovery phase of development. Those who will find this of value are: Facilitators, Project Managers, Business Analysts, Subject Matter Experts, Information Architects, Designers, Team Leads, Creative Directors, Creative Leads, Developers and Engineers.


Each course participant receives a Course Handbook with sample agendas and scripts for conducting scoping, requirements definition workshops and detailed requirements focus groups. A Procedures Guide and templates are also provided.

JAD Facilitation Training

The Joint Application Development (JAD) Facilitation Course, using a use case driven approach, focuses on how to manage and facilitate for JAD projects. The workshop provides training in facilitation techniques needed for gathering and writing effective requirements. The course focus is:

  • Requirements management and facilitation techniques
  • Training for use cases with agendas and scripts for facilitating
  • Practical experience in facilitating for requirements gathering

The objectives of the course are to:

  • Provide an understanding of the JAD deliverables needed for requirements gathering
  • Supply sample agendas, scripts and templates used to capture the requirements
  • Provide practical exercises for building agendas and facilitating the Problem Statement and Requirements Analysis models, diagrams and notations using UML standards
  • Give each course participant the opportunity to facilitate specific agendas for a JAD project and be provided with feedback and an evaluation by the instructor

Day 1 AM

Course Introduction
Requirements Management Best Practices
  • Overview of the JAD process and best practices
  • JAD Methodology
  • Requirements management plan
  • Role of JAD in RAD/Agile Development
  • Timeboxing
  • JAD roles/responsibilities
  • Tactics for success
Communication techniques used for requirements definition
  • Workshop approaches
  • Storyboarding
  • Interviewing
  • Teleconferencing tips and techniques
  • Kit Reviews
  • Prototype walk-throughs
Facilitation skills and techniques
  • Key components of a workshop
  • Basic facilitation skills
  • Active listening skills (exercise)
  • Leadership styles
  • Basic facilitation rules
  • Managing conflict
  • Tips and techniques for handling group dynamics
  • How to handle problem people
  • Presentation skills
  • Techniques for creative thinking
  • Building an agenda
  • Sample agendas for Strategic and Project Planning

Day 1 PM

Facilitation Experience Exercise
  • Building an agenda
  • Facilitation skills and presentation skills
  • Group decision-making and consensus building
  • Managing conflict and people problems
Facilitation Exercise

Each student is asked to select a topic and facilitate a short meeting practicing facilitation and presentation skills. Each student is given an opportunity to build an agenda, become familiar with the facilitation experience and perform the new skills learned in class. Feedback is provided from both the instructor and class participants.

Day 2 AM

Discovery Phase- Problem Statement/Scope of the Project
  • Principles and terminology for Discovery-Problem Statement/Scoping a project
  • Characteristics of writing effective project scope documents
  • Techniques for capturing the scope in JAD sessions
  • Constructing the Context Diagram and Use Case Diagram (Project Scope) using UML
  • JAD Agendas, scripts, facilitation techniques for conducting Problem Statement/Scoping Sessions
  • Managing the Scope
  • Case Study Exercise- Building the Context and Use Case Diagram

Day 2 PM

Discovery Phase- High Level Requirements Definition
  • Principles and terminology for Requirements Analysis
  • Constructing Process Models using the Activity/Swimlane Workflow Diagram using UML
    • UML notations
    • Uses of Activity Diagrams in the project cycle
  • Writing the Business Use Case (filled iteration) for Requirements Analysis
    • Techniques for capturing the filled use cases
    • Guidelines and Templates for writing the filled use cases
  • JAD Agendas, scripts, facilitation techniques for conducting Requirements Analysis Sessions
  • Case Study Exercises – Building the “to be” high level process model using the UML activity diagrams and writing use cases for requirements definition
Detailed Functional Requirements
  • Principles and terminology for the Detailed Functional Requirements
  • Writing Detailed Use Cases (finished iteration) for Development and Testing
    • Guidelines and template for writing detailed system use cases
    • Building paper prototypes
  • JAD Agendas, scripts and facilitation techniques for conducting detailed requirements focus groups sessions
  • Case Study Exercise- Writing detailed use cases and building paper prototypes for the iteration detailed requirements phase
Release/Iteration Plan (Requirements Sign-off)
  • Reviewing/validating the requirements and final acceptance with the business
  • Defining the priorities for the system/project releases
  • Tracking project goals to requirements and use cases for requirements tracing

Day 3

JAD Process Simulation

This simulation demonstrates how the JAD process fits together and how the artifacts taught in class build on each other. Each student facilitates a deliverable using the scoping, requirements definition and detailed requirements artifacts and agendas learned in the class. In addition, each student will document to demonstrate the understanding of the documentation process. Each student is provided with feedback from the instructor and is given a written evaluation.

Wrap up

Session 1

  • Agenda, ground rules, materials and student introductions
  • What is a facilitator?
  • What is the role of a facilitator?
  • What are the skills, qualities and traits needed to conduct an effective meeting?
  • What are the facilitation rules?
Facilitation skills
  • Active Listening
  • Questioning
  • Neutrality
  • Observation skills
    • Reading and interpreting body language
    • Responding to observed body language
  • Appropriate response styles
  • How to handle difficult behaviors
    • Motivation of difficult behaviors
    • Types of behaviors and what to do about it
  • Presentation skills
  • Group Dynamics
    • Phases of group dynamics
    • Leadership styles
    • Managing conflict
      • Reasons for conflict
      • Types of interventions
    • Meeting problems (tips of what to do when things go wrong)
    • Meeting set up and ground rules
Facilitator’s Tool Kit
  • Facilitation techniques
    • Brainstorming
    • Storyboarding
    • Interviewing
    • Kit reviews
    • Teleconferencing tips and techniques
    • Consensus building techniques
    • Decision making techniques
  • Ice Breakers and Team Building Exercises
Building an agenda
  • Steps for planning an agenda
  • Exercise- Planning a meeting approach
  • Preparation for Short Meeting Facilitation Exercise

Session 2

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

Session 3

Discovery Modeling Techniques for Business Requirements Sessions
  • Software Development Techniques and Agendas for Scoping Sessions
    • Context Diagram
    • Use Case Diagram
    • Exercise- Facilitating using the context and use case diagram
  • Software Development Techniques and Agendas for Requirements Gathering Sessions
    • Activity Diagrams with swimlanes
    • Exercise- Facilitating focus groups using the activity diagram with swimlanes using storyboarding
    • Business Use Cases
    • Exercise- Facilitating focus groups using the business use cases for requirements gathering
Wrap up

Virtual Facilitation Courses

JAD Facilitation Class

Date: September 23 - 25, 2019

Duration: 3 half-day sessions

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