Virtual Facilitation Training


  • Sessions: 3
  • Who should attend: Those who will find this of value are: Solutions Leads, Requirements Leads, JAD Facilitators, Business Analysts, Technical Leads, Technical Analysts, Project Managers, SMEs, Requirements Analysts, Business Systems Analysts, Architects, Developers and Designers.
  • Material: Each class participant receives a Seminar Handbook with sample agendas and scripts for conducting interactive BA/TA scoping, requirements definition sessions and technical requirements/design focus groups using the techniques taught in class. A Process Description, JAD Procedures Guide, templates and checklists are also provided.

Facilitation Toolkit

Training Description                                                                                Dates:  scheduled upon request

The Facilitation class is designed to provide the BA with a toolkit of techniques to take their facilitation skills to the next level. Techniques, agendas and scripts are provided for conducting business analysis and requirements gathering workshops.  The class focus is to:

  • 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 seminar 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
Curriculum & Schedule
  • Session 1

    Session 1 (1:00 pm – 5:00pm Eastern Time)


    • 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 skills – Reading and interpreting body language, Responding to observed body language
    • Appropriate response styles
    • Exercise- Active Listening Skills
    • How to handle difficult people- Motivation of difficult 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

    Meeting Tool Kit for the Business Analyst

    • Facilitation techniques for consensus building and decision making
    • Team building exercises
    • Exercises- Facilitate a session to build a decision matrix 
  • Session 2

    Session 2 (1:00 pm – 5:00pm Eastern Time)

    Building an agenda

    • Steps for planning an agenda
    • Exercise- Planning a meeting approach
    • Preparation for Short Meeting Facilitation Exercise

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

    Meeting Management

    • Meeting Methodology- Preparation (checklists), Workshop (set up, basic communication techniques, ground rules), Follow-up
    • Meeting Roles and Responsibilities
    • Key components of a successful meeting

    Facilitating for Business Process Improvement

    • Process Mapping and Gap Analysis
    • Exercise- Facilitating for gap analysis using storyboarding
    • Business Process Flows- “as is” and “to be”
    • Exercise- Facilitating the “to be” business process flow using storyboarding
  • Session 3

    Session 3 (1:00 pm – 5:00pm Eastern Time)

    Facilitating for Business Process Improvement (continued)

    Facilitation Techniques for Business Requirements Analysis Workshops

    • Facilitating using a storyboard of the Context Diagram
    • Exercise- Facilitating using the context diagram

    Group Exercises using facilitation techniques

    • Exercise- Facilitation using brainstorming 
    • Exercise- Facilitation creating a storyboard
    • Exercise- Facilitation using a spreadsheet format