COURSE 2300 | 2-DAY SESSION
Designing and Facilitating JAD Workshops

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Course Outline

I. Introduction to Facilitation
Facilitation is a skill beyond writing with markers on flipcharts or white boards. It includes an array of subtle techniques that should be invisible to participants. The workshop runs smoothly because of effective techniques, but they shouldn't be obvious to anyone except the facilitator. By avoiding the pitfalls and the “ditch,” you can ensure such sessions are successful.

• The importance of creating the climate
  
• The difference between process and content
  
• Facilitation skills
  
• Presentation skills
  
• Active listening skills
  
• Tools of the trade
  
• Tricks of the trade
  
  

Practice Session
Participants practice the initial skills as demonstrated and receive feedback on their performance from the instructor and fellow students.

II. The Dynamics of JAD Workshops
Creating an atmosphere is important, but being able to deftly handle people problems is key.

• People motivators
  
• People principles
  
• Problem people and how to deal with them
  
• The group life cycle
  
  

III. Key Techniques: Brainstorming/Cardstorming/Creativity Techniques
Acquiring the information needed to understand a business system and its customers' requirements normally occurs through different versions of brainstorming. Brainstorming is just part of the journey - clarifying, combining and prioritizing are the rest of the journey. Learn subtle techniques for generating ideas, identifying themes, reaching consensus and summarizing the process. Apply the techniques demonstrated to a variety of situations.

• Rules
  
• Process
  
• Creativity methods
  
• Clarifying, combining, evaluating, categorizing
  
• Prioritizing
  
• Problem solving
  
• Exercises
  
  

Practice Session
Participants are assigned situations to which they must apply one or more of the brainstorming/cardstorming/ creativity techniques in order to demonstrate a working knowledge of the methodology. Participants receive feedback from the instructor and fellow participants.

IV. Preparing for the Workshop
Planning is everything. You must build an agenda and the mechanics of how to conduct each topic in the agenda. It's another ditch-avoidance mechanism. Organizing the topics is a key step, but planning how each topic is handled must integrate the tool mechanics, group dynamics and creativity techniques. Learn how to orchestrate all these factors to create a successful meeting environment.

• Building the agenda
  
• Integrating the tools
  
• Considering the mechanics
  
• Setting up the room
  
  

Practice Session
Participants learn how to orchestrate tool mechanics, group dynamics, and creativity techniques to create a successful meeting environment. Participants construct detailed agendas based on the desired outcome of the meeting assigned to them.

V. Facilitating the JAD Workshop - Demonstration and Class Exercises
Teaching participants how to facilitate workshops is a“show and tell” process - first the instructor demonstrates it and then "you do it". During some of these exercises, the instructor will start the process, and then the participants will complete it. In others, the instructor demonstrates the complete process , and participants then use a hypothetical but realistic case project to apply the technique on their own, with other class participants portraying the facilitated group.

• Starting the Workshop
  
• Identifying Business and Systems Roles
  
  1. Identifying roles
     
  2. Clarifying expectations
     
  3. Comparing and resolving differences
     
• Establishing the Business Purpose
  
  1. Reviewing the draft
     
  2. Modifying the draft
     
  3. Achieving consensus
     
• Scope Identification
  
  1. Brainstorming candidate items
     
  2. Narrowing the scope
     
• Identifying the Context and Actors
  
  1. Identifying and documenting the components
     
  2. Drawing the model
     
• Chunking for Further Analysis (Functional Decomposition)
  
  1. Identifying the functions
     
  2. Defining the functions
     
  3. Identifying the processes
     
  4. Developing the data flows
     
• Brainstorming Business Requirements
  
  1. Identifying“buckets” or functions
     
  2. Listing, clarifying, combining, and prioritizing
     
  3. Identifying requirements gaps
     
  4. Identifying possible solutions
     
• Identifying“Things and Thingettes” (Entity Relationship Diagram/Business Objects)
  
  1. Identifying“things” - the entities/objects
     
  2. Defining the entities/objects
     
  3. Identifying relationships and drawing models
     
  4. Identifying "thingettes"-the attributes and data elements
     
  5. UML and Use Cases
     
  6. Building class diagrams
     
  7. Creating use cases
     
• Documenting Processes to Derive Requirements
  
  1. Techniques for eliciting processes
     
  2. Identifying changes with the“new project”
     
  3. Deriving requirements
     
• Planning for Success
  
  1. Developing a high-level project plan
     
  2. Identifying, evaluating, and mitigating risks
     
  3. Resolving overlapping roles and responsibilities
     
  4. Conducting lessons-learned sessions
     
• Ending the JAD Workshop
  
  1. Reviewing and assigning issues
     
  2. Identifying next steps, who, and when
     
  3. Closing the workshop
     

Practice Session
In a highly interactive real-world environment, participants will conduct various sections of the process taught, and receive feedback from the instructor and class participants.

VI. Additional Uses of the Tools
All of the techniques used in the class are applicable to a variety of situations. An overview of actual uses of these tools is provided for future use.