• Duration:

  • 2 Days
  • Brief Description:

    This 2 day class focuses on providing follow-on training to those who have attended the JAD Facilitation training. The participants will receive detailed personal feedback from the instructor and opportunities to practice and improve their facilitation skills for their specific focus areas.

    Who SHould Attend?:

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

Facilitation Training

Conducting Effective Meetings & Workshops:

The Facilitation Training class for business analysis and business requirements gathering is designed to help business analysts take their facilitation skills to the next level. In this 2 day training workshop, participants receive detailed quality feedback and facilitate two practice meetings. The workshop provides practice in interviewing and facilitation techniques needed for conducting effective business analysis and business requirements gathering and high-level design deliverables meetings. The seminar focus is:

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

The Objectives of the Training are to:

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

Day 1 am


  • Agenda, ground rules, materials and student introductions


  • What is an effective meeting lead?
  • What are the skills, qualities and traits needed to conduct an effective meeting?
  • Creating an effective meeting environment

Facilitation Skills

  • Active Listening
  • Questioning
  • Neutrality
  • Observation – reading and interpreting body language
  • 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

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

Day 1 pm

Meeting Tool Kit for the Business Analyst

  • Facilitation techniques for the Business Analyst
  • Team building exercises

Building an Agenda

  • Steps for planning an agenda
  • Exercise- Planning a meeting approach

Exercise – Short Meeting Facilitation using a specific technique demonstrated in class

Day 2 am

Meeting Management

  • 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

Day 2 pm

Exercise – Business Analysis Facilitation Practice Experience

  • Each student creates an agenda and facilitates a long meeting using the techniques learned in class. Optionally, participants can use real life topics and deliverables to practice their facilitation skills. Meeting participants are given roles and real life behaviors to make the role playing more challenging.
  • The participants are given individual feedback and a written evaluation from the instructor

Wrap up

Close Menu