"Facilitating a Requirements Discovery Session"

Overview: 

In this three (3) day workshop course you learn from the experts, through examples, hands-on exercises and role-playing exactly how to manage and conduct a Requirements Discovery Session. You have the opportunity to apply and practice the process, the tools and the techniques learned in the “Specifying Client Requirements”course. Mastering the process presented in SCR is required for hosting and managing a successful requirements session.

 

Name  Facilitating a Requirements Discovery Session (FRDS)
Duration  Three (3) days
Type  Instructor-led 
Target  Business Analysts, Business Systems Analysts, Project Leads 
Rating  5 stars 
Purpose  To learn practical techniques for facilitating a requirements gathering meeting
Pre-req "Specifying Client Requirements" 

 

See also:

 Top 10 Success Factors for Requirements Facilitation

Top 10 Success Factors For Requirements Facilitation

10 things to keep in mind to ensure the success of a requirements elicitation session 

 Attributes Effective Facilitator Attributes of an Effective Facilitator

Key traits for effective facilitation

 

 

Course Content:

  • FACILITATION OVERVIEW
    Facilitation Skill Development
    What is an Effective Facilitator
    Different Types of Sessions

  • PREPARING TO FACILITATE A SESSION
    Meet with your Client
    Meet with your Project Team
    Schedule the Session
    Arrange the Room
    Be Grounded in the Process
    Practice

  • FACILITATING A SESSION
    Before the Meeting
    Opening the Meeting
    Conducting the Meeting
    After the Meeting
    Practice Facilitating a Scoping meeting
    Practice Facilitating a Review meeting

  • REQUIREMENTS PLANNING SESSIONS
    Scoping Meetings
    Using Project/Session Objectives
    Using Context Diagramming
    Using High-Level Scenarios
    Creating Your Requirements Work List
    Practice

  • ELICITING THE BUSINESS REQUIREMENTS
    Requirements Discovery Sessions
    Specifying the Activities
    Using Use-Case and other Process Modeling techniques
    Discovering the Information Requirements
    Practice

  • STEPS TO SUCCESS
    Seven Factors to Successful Facilitation
    The ‘Top 10’ to Ensure Success

Learning Objectives:

  • Facilitate a meeting to discover and describe use cases, process discussions, business rules and data requirements
  • Identify clients’ business needs easily, without needing to be a subject matter expert
  • Conduct fast and efficient analysis – maximizing the limited time and resources of the company
  • Identify true user requirements versus nice-to-have solutions
  • Deal with managers and users in their terms  

 

 

Business Analysis Competencies    Coverage    Objective 
Analytical & Systems Thinking   

S/I

 

A

Change Leadership   

M/D

 

A

Requirements Planning   

M/D

 

SD

Requirements Elicitation & Analysis   

I/D

 

SD

Requirements Management   

S/I

 

A 

Client Relationship Management   

M/D

 

U 

Consensus & Agreement Building   

M/D

 

U

Professional Knowledge   

M/I

 

A

Modeling   

I/D

 

SD

Communication   

I/D

 

SD

Self-Management   

S/I

 

A

Teamwork   

I/I

 

SD

Leadership   

S/I

 

A

 

Legend

Coverage

 

Objective

         
I/D  In-depth, Direct    SD  Skill Development 
I/I  In-depth, Indirect   U  Understanding 
M/D  Moderate. Direct   A  Awareness 
M/I  Moderate, Indirect       
S/D  Some. Direct       
S/I Some, Indirect       
N/A Not Addressed       

Learning Objectives: