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Training for the Business Analyst

(BA120) The BA Facilitator [BABOK 2]

Duration: 1 day or 2 days CDUs (Continuing Development Units): 17 (1 day) or 14 (2 days) BABOK Compliance: BABOK Release 2 Description: Learn how to be an effective facilitator in structured Facilitated Meetings, with a focus on their use by the BA to brainstorm and elicit requirements (during requirements workshops) and to verify requirements artifacts (during structured walkthroughs). This course provides guidelines, tips and practical experience facilitating these highly effective group sessions. This course is also offered with an additional second day during which trainees facilitate workshops on their own real-world case studies, using BA tools and techniques. Why Attend this Course?

The BA Professional is often called on to initiate, plan and facilitate requirements workshops. This course provides the training and experience in the `soft skills' needed to fulfill this role.


· Senior BAs · Other BAs and PMs tasked with facilitating requirements-gathering workshops



Class Format

On Day 1, trainees begin by learning rules, guidelines and tips for facilitating requirements meetings in a BA context. (see content below). Learning is reinforced by directed workshops, using an integrated case study that provides trainees with experience in handling common challenges. Over the course of the Day 1 workshops, trainees take turns playing facilitated meeting roles; sample meeting deliverables for the case study are also provided In addition to the structured workshops and exercises provided in Day 1, a second day is also provided as an option for clients who need more extensive facilitation experience. Day 2 is a learner-directed workshop: participants are asked to bring a real-life case study to class or use one provided in the course material. (Sample solutions are also provided.) Working in small groups, trainees decide on the case study (or studies) they wish to develop, the deliverables they will produce and the type of facilitated meeting(s) (structured walkthrough, elicitation, etc.) they wish to focus on. The Noble Path is provided as a guide in planning the Day 2 workshops and meetings; it contains a list of meeting types throughout the lifecycle and suggested questions and deliverables for each meeting. As trainees work through their case studies, the instructor is available for guidance and mentoring.


· Definition and goals of a facilitated meeting · Who initiates a facilitated meeting? · Types of a facilitated meetings involving the BA · Checklist for Justifying a Facilitated Meeting · Roles, Responsibilities and Controls in the Meeting > Executive Sponsor > Facilitator ­Checklist: Key personality traits of a successful Facilitator ­Tips: Basic facilitation skills and techniques > Scribe ­Checklist: Key abilities of a Scribe > Primary Participants > Advisory Participants > Analyst > Observers > Standards Liaison · Tips: How to handle responsibility with ­ and without ­ authority · Types of questions to ask · List: Examples of open-ended questions · List: Examples of Affirmation Statements · Tips on negotiating with people at various levels · Preparing for the meeting: Expectation Check Lists > Checklist: Personal Expectations > Checklist: Meetings Expectations > Checklist: Approvals Expectations · List of Open-Ended Questions to use with stakeholders · Types of Questions: The 5 "P" Questions (with examples) > Probing > Personal > Political > Planning > Pointed · Types of Participants and tips for dealing with them · Group Dynamics: Pitfalls and how to prevent them · Checklist: 10 top items to consider when planning and executing facilitated meetings · andout: "Cheat Sheet" with the Noble Path ­ an overview of the BA process, focusing on the questions to ask H and artifacts to produce as the project progresses · ase study: At least ½ of the first day is devoted to practicing facilitation skills on a case study. Trainees are C encouraged to bring in a real-world case study. For those not able to do so, the course also provides a sample case study with sample solution.

BABOK 2 Alignment

This course addresses the following BABOK knowledge areas and tasks: Knowledge Area (KA) Business Analysis Planning and Monitoring Elicitation Mapping to the Course The course provides guidance and hands-on experience in the following aspect of conducting stakeholder analysis: identifying stakeholders. The course provides experience and guidelines in preparing for and conducting a facilitated meeting elicitation event (requirements workshop). The course provides guidance and hands-on experience in the following aspect of managing solution scope and requirements: Conflict and Issue Management. The course provides guidance and hands-on experience communicating requirements within facilitated meetings (used for requirements workshops and structured walkthroughs) and provides guidance and hands-on experience developing communication skills (an underlying competency for this task.)

Requirements Management and Communication

T: (416) 532-2205 F: (416) 516-3301 W:

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