Facilitation Toolkit for Business Analysis


  • 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 for Business Analysis

Collaborative/JAD Approach to Requirements Gathering

Facilitation Classes Training Description

The Facilitation class for business analysis and business requirements gathering is designed to provide the BA 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 to be a successful facilitator
  • Demonstrate techniques 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: 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
Curriculum & Schedule

  • Session 1

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

    • Agenda, ground rules, materials and student introductions


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

    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 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

    Facilitator’s Tool Kit

    • Facilitation techniques- Brainstorming, Storyboarding, Interviewing, Kit reviews, Teleconferencing tips and techniques, Consensus building techniques, Decision making techniques

    Building an agenda

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

  • Session 2

    Session 2 (1:00 pm – 5:00pm Eastern Time)
    Exercise- Short Meeting Facilitation using a specific technique demonstrated in class

    Requirements Meeting Management

    • JAD 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

    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 Sessions

    • Software Development Techniques and Agendas for Scoping Sessions

    -  Context Diagram

    -  Use Case Diagram

    -  Exercise- Facilitating using the context and use case diagram

    • Software Development Techniques and Agendas for Requirements Gathering Sessions

    -  Activity Diagrams with swimlanes

    -  Exercise- Facilitating focus groups using the activity diagram with swimlanes using storyboarding

    -  Business Use Cases

    -  Exercise- Facilitating focus groups using the business use cases for requirements gathering