JAD Facilitation and Requirements Gathering Training Seminar


  • Duration: 5 days
  • Who Should Attend?: Individuals planning to facilitate, manage or participate in the implementation of Object-Oriented Projects using RAD/Iterative and Agile Development methods. Those who will find this of value are: Facilitators, Project Managers, Business Analysts, Requirements Leads, Architects, Designers, Team Leads, Quality Assurance, Developers and Engineers.
  • Materials: Each training participant receives a Training Handbook with sample agendas and scripts for conducting problem statement/scoping sessions, requirements definition sessions and design focus groups. A JAD Procedures Guide is also provided.

JAD Facilitation Bootcamp

Including the Unified Process & Unified Modeling Language (UML)

Training Description

The JAD Facilitation Bootcamp Training focuses on how to build business models using UML and facilitate JAD workshops for RAD/Iterative and Agile development. The workshop provides training in the RAD/Iterative methodology and facilitation techniques needed for capturing and modeling the artifacts for the Object-Oriented application development life cycle using the Unified Process & Unified Modeling Language emphasizing Booch, Rumbaugh and Jacobson methods. The seminar focus is on how to:

  • Plan and prepare for your Business Requirements and Design sessions
  • Be an effective facilitator and conduct productive meetings
  • Build UML diagrams for better communication with the business community and developers
  • Implement a repeatable process for planning, requirements gathering, analysis and high level design


The objectives of the training are to:

  • Provide the business analysts with a working understanding of JAD techniques and skills needed to plan and facilitate requirements and design sessions
  • Provide an understanding of the Software Life Cycle, methodology steps and artifacts needed for RAD/Iterative Object-Oriented Development Projects
  • Provide practical group exercises for building business models and defining system requirements and facilitating the artifacts using the UML notations
  • Supply sample agendas and scripts describing how to capture the JAD deliverables throughout the Discovery Phase
  • Simulate an agile project for the requirements gathering and design phases by giving each seminar participant the opportunity to facilitate specific agendas and receive the instructors written and verbal evaluations and feedback from other participants

Training Content

  • Day 1

    Day 1 am

    Seminar Introduction
    Requirements Management Best Practices

    • Tactics for success
    • Role of the Requirements Leader/Business Analyst
    • Key requirements documents
    • Requirements management plan
    • Overview of JAD
    • JAD Methodology- Preparation, Workshop and Follow-up
    • Role of JAD in RAD, Agile or Iterative Approach
    • Timeboxing
    • JAD roles and responsibilities
    • Keys to requirements definition success

    Communication Techniques for Agile Projects

    • Workshop approaches
      • Brainstorming
      • Assumption surfacing
      • Group Synthesis
    • Storyboarding
    • Interviewing
    • Kit Reviews
    • Prototyping

    Day 1 pm

    Facilitation Skills & JAD Techniques

    • Key components of a JAD workshop
    • Facilitation skills
    • Managing conflict
    • Exercise- Active Listening Skills
    • Types of questioning, what questions to ask
    • Appropriate responses and leadership styles
    • Basic facilitation rules
    • Managing conflict
    • Tips and JAD techniques for handling group dynamics
    • How to handle common people problems
    • Presentation skills
    • Workshop setup and sample ground rules
    • JAD techniques for creative thinking
    • Planning your JAD session and building an agenda
  • Day 2

    Day 2 am

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

      Facilitation Exercise

      • Each student is given the opportunity to select a JAD technique and topic, build an agenda and facilitate a short session using the presentation skills and JAD techniques learned in class.

    Day 2 pm

    Overview of Project Life Cycle using the Agile Methods and UML
    Planning Steps and Artifacts

    • Strategic Planning, Project Planning and Technical Architecture Plans
    • Agendas, scripts, templates and facilitation techniques

    Discovery Phase- Problem Statement and Scoping Methodology Steps and Artifacts

    • Constructing the Use Case Diagram & Management Perspective using UML
    • Case Study Exercise- Building the Use Case Diagram
    • JAD Agendas, scripts, templates and facilitation techniques for conducting Problem Statement/Scoping Sessions

    Requirements Analysis Methodology Steps and Artifacts

    • Principles and Terminology for the Requirements Analysis Phase of the Project Life Cycle
    • Constructing the Activity/Swimlane Workflow Diagram using UML
      • UML notations
      • Uses of Activity Diagrams in the project life cycle
    • Writing the Business Use Cases for Requirements Analysis
      • Guidelines and templates for writing the use cases
    • Case Study Exercises – Building Activity/Swimlane Workflow Diagrams and writing use cases for the business requirements
    • JAD agendas, scripts, and facilitation techniques for conducting Business Requirements Analysis Sessions

  • Day 3

    Day 3 am

    • Requirements Analysis Methodology Steps and Artifacts (continued)
      • Writing Use Cases for Business Requirements Analysis
      • Constructing the Domain Object Model and CRCs using UML
      • Case Study Exercise- Building the Domain Object Model using UML
      • JAD agendas, scripts, templates and facilitation techniques for Focus Groups

    Day 3 pm

    Analysis & Design Methodology Steps and Artifacts (High-Level Design)

    • Principles and Terminology for the Analysis & Design Phase of the Project Life Cycle
    • Writing System Use Cases for development and testing
      • Guidelines and templates for writing system use cases
      • Building prototypes
    • Case Study Exercise- Writing system use cases and building prototypes for the analysis/design phase
    • Constructing the Collaboration Diagram and Sequence Diagram using UML
    • Case Study Exercise- Building the sequence diagram using UML
    • JAD Focus Group agendas, scripts, templates and facilitation techniques

  • Day 4-5

    Day 4

    • Release/Iteration Plan (High-Level Design Sign-off)
      • Reviewing/validating the solution and final acceptance with the business users
      • Defining the priorities for the system/project releases for agile software development projects
      • Tracking project goals to requirements and use cases for requirements traceability

      How to use the JAD deliverables for the Detailed Design Phase
      Packaged Software Evaluation & Selection

      • Software Evaluation and Selection Process
      • Agendas and scripts for the Software Evaluation and Selection Process
        • Building a requirements matrix
        • Vendor selection package rating
        • Building a Vendor Compliance Report

    Day 4 – 5

    JAD Process Simulation

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

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