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Onsite Seminar

Facilitation & Presentation Skills
Session Techniques for Business Analysts


Carrying out any type of business analysis requires a mix of one-on-one interviews and facilitated workshops, so skills in gathering, presenting, and validating information in group sessions have become essential for business analysts.  This is the case whether the job at hand is a situation analysis, process mapping, requirements discovery, or any other initiative that requires input from multiple participants.

A facilitated workshop involves a facilitator/analyst leading a group of business and IT professionals through a task-based plan, using specific techniques, for developing a product such as a project charter, high level requirements statement, workflow model, or fact model.  Facilitated sessions have been proven to increase the quality and reduce the development and implementation time for new processes and systems, whether internally developed or purchased.  They also enhance the participation and commitment of process participants and system users, which is vital in a time of substantial change. 

Unlike general purpose “manage your meetings” or “effective presentations” courses, this workshop was developed expressly for business analysts, process and application architects, and project leaders.  The focus is on relevant topics, such as proven agendas, techniques, and questions for business modeling and requirements definition sessions. Just as important, it provides specific methods for presenting the products and findings of those session, which can easily become irrelevant or overwhelming to a business audience.  During the workshop, participants will follow a case study through the initial phases of a typical development project. 

Objectives
On workshop completion, attendees will be able to:

  • Conduct pre-session interviews with sponsors and participants and get off to a good start
  • Develop the objectives and plan for a facilitated modeling or analysis session
  • Use facilitated sessions to carry out analysis techniques such as process or use case modeling
  • Prepare and deliver a presentation of potentially complex models
  • Draw on a variety of facilitative techniques for handling difficult situations such as aggressive, monopolizing, or unresponsive participants

Prerequisites
An understanding of business process and information systems concepts, business modeling, and requirements definition techniques.

Who Should Attend
Business analysts who will be using facilitated sessions for business modeling, situation analysis, and requirements specification; application or process architects, project leaders, and other professionals involved with initiatives such as business transformation, process improvement, or application provisioning that require session skills; subject matter experts who will participate extensively in facilitated sessions.

Course Outline

  • Working with groups –  principles of facilitation and presentation
  • Pre-session interviews – interviewing guidelines, what to ask, what to listen for
  • Preparing for the session –  objectives, agenda, participant guidelines, and facilities
  • Introducing the session –  getting involvement, focus, and momentum
  • Conducting the session –  initiating, sustaining, and completing analysis tasks
  • Dealing with tough situations –  dominators, philosophers, clams, aggressors, and others
  • Planning a review presentation –  using “rhetorical context” and storyboarding
  • Developing the presentation –  essential techniques for presenting technical material
  • Delivering the presentation –  what to do before, during, and after
  • After the session –  the “core team” session: debriefing, consolidation, and preparation
  • Advice from the pros  –  summaries, resources, and “Top 10” lists for success or failure

Duration
2 days

Course Format
Lecture, group discussion, exercises

Instructor
Alec Sharp

To request a quote for this in-house seminar
Please call (561) 218-4752 or email info@debtechint.com

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