Virtual JAD 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.
  • Training 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.

JAD Facilitation Toolkit for Business Analysts     IIBA-Endorsed-course-logo

Training Description                                                                                    Dates:  Group Session Upon Request  Register Now!

The JAD Facilitation class for business analysis and business requirements gathering is designed to provide the Business Analyst with a toolkit of techniques, agendas, scripts and templates for conducting business analysis and requirements gathering sessions.  The class focus is to:

  • Discuss the roles/responsibilities and skills needed for a Business Analyst to be a successful facilitator
  • Demonstrate techniques that a Business Analyst can use for consensus building and decision making
  • Teach how to use Joint Application Development (JAD) techniques for requirements gathering
  • Provide exercises for planning and conducting facilitated sessions for business analysis
  • Present techniques for controlling group dynamics and difficult participants

The objectives of the seminar are to:

  • Provide practical exercises for Business Analysts to learn: planning and building agendas for decision making, business analysis and business requirements sessions; questioning techniques; consensus building and facilitation tips and techniques
  • Give each class participant the opportunity to facilitate specific agenda for different types of business analysis and business requirements gathering modeling techniques used by a Business Analyst
Curriculum & Schedule

  • Session 1

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


    • Agenda, ground rules, materials and student introductions


    • What is a JAD Facilitator?
    • What is the role of a JAD Facilitator?
    • What are the skills, qualities and traits needed to conduct an effective meeting?
    • What are the JAD facilitation rules?

    JAD 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 in a JAD Session
      • 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 in a JAD Session
        • Reasons for conflict
        • Types of interventions
        • Meeting problems (tips of what to do when things go wrong)
        • Meeting set up and ground rules

    JAD Facilitator’s Tool Kit

    • JAD 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 for a JAD Session

    • Steps for planning an agenda
    • Exercise– Planning a short JAD Session
    • Preparation for Short Meeting Facilitation Exercise
  • Session 2

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

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

    Requirements JAD Meeting Management

    • JAD Methodology
      • JAD Preparation (checklists)
      • JAD Workshop (set up, basic communication techniques, ground rules)
      • JAD Follow-up (checklists)
    • Business Analysis and Business Requirements Gathering JAD Roles and Responsibilities
      • Business Sponsor
      • Project Manager
      • JAD 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

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

    Discovery Modeling Techniques for Business Requirements JAD Sessions

    • Software Development Techniques and Agendas for Scoping JAD Sessions
      • Context Diagram
      • Use Case Diagram
      • Exercise– JAD facilitation using the context and use case diagram
    • JAD Techniques and Agendas for Requirements Gathering JAD Sessions
      • How to build activity diagrams with swimlanes in JAD Sessions
      • Exercise– JAD facilitation using the activity diagram with swimlanes using storyboarding
      • How to use Use Cases to capture requirements in a JAD Session
      • Exercise– JAD facilitation using the business use cases for requirements gathering

    Wrap up

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