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(BA120) The BA Facilitator [BABOK 3] (Click for PDF version)

Duration: 2 days
CDUs (Continuing Development Units): 14
BABOK Compliance: BABOK Release 3
Description: This 2-day interactive workshop provides the methodology and skills required to facilitate well-formed client requirements sessions. As a value-added, each trainee receives a Facilitator’s Job Aids manual with valuable tools for use back on the job, including standard Meeting Agenda; Ground Rules for meetings, teleconferencing and Brainstorming sessions; scripts; templates for tools such as Polarity Maps and Fishbone Diagrams and detailed meeting guides for each type of meeting a BA may be asked to facilitate over the course of the project lifecycle.

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


(BA001) Business Analyst’s Crash Course or equivalent.

Class Format

Lectures combined with extensive hands-on experience. Trainees work in teams of 5-6, carrying out BA Facilitation tasks in group workshops that guide the class through the facilitation process over the course of a project lifecycle, from initial planning, stakeholder analysis, preliminary meetings, creation of an agenda and scripts through the facilitation events and post-meeting assessment. An integrated case study project is used, so that trainees are able to experience how the facilitation techniques fit together over the course of the lifecycle.

High-Level Objectives

Facilitate well-formed client requirements sessions.
Create a master plan for stakeholder analysis and engagement over a series of elicitation events.
Plan and prepare for individual meetings with stakeholders.

Detailed Objectives

On completion of this course, participants will be able to:
Understand and apply the role of the Facilitator in the Business Analysis context
Plan a series of meetings using a top-down approach that guides stakeholders to work from the general to the specific
Determine the right meeting sizes (number of attendees) and compositions over the course of an initiative
Prepare for a meeting by conducting pre-meeting interviews, determining inputs and outputs, developing meeting objectives, agendas, scripts and more
Perform stakeholder analysis, ensuring everyone is represented and that their agendas are identified
Conduct requirements meetings using a wide variety of formats such as Brainstorming, JAD, one-on-one interviews and more, and know when to use which elicitation approach
Define ground rules and roles for a meeting
Be proficient using a toolkit of facilitator techniques, such as polarity mapping, force-field analysis, de Bono Six Thinking Hats, root-cause analysis and more – and know which tool to use in which situation
Respond effectively to common challenges such as territorial and sensitivity issues and incomplete attendance
Formulate different types of questions over the course of a meeting – and be able to adapt questions and facilitation style to participant personality types
Manage conflicts for a positive outcome while keeping the meeting on track
Employ decision-making techniques to assist the group in ranking and prioritizing requirements
Record the outcome of the meeting in the appropriate format with the right level of detail

Lesson Plan

Day 1
Lesson 1: Overview of the facilitation role for Business Analysts
Lesson 2: Planning requirements meetings: Part A – Stakeholder Analysis
Lesson 3: Planning requirements meetings: Part B – The Big Plan
Lesson 4: Planning requirements meetings: Part C – Preparing for the Meeting

Day 2
Lesson 5: Running the meeting; Tools – Part A: Basic Tools
Lesson 6: Tools – Part B: Advanced Tools (Root-Cause Analysis, etc.)
Lesson 7: Tools – Part C: Decision-Making Tools; Coping with Challenges
Lesson 8: Managing conflict; Post-engagement

On-site requirements

Room Set-up
Set up tables (e.g., round tables) so that trainees are sitting in small groups (approximately 5 trainees per group). Each group should have 1 flipchart. Each trainee requires 1 pad or paper + pen + 1 copy of the course material.

For the instructor
Whiteboard and non-permanent markers
Overhead screen projector or large colour monitor, connected to instructor’s PC
PC with Microsoft Office, PowerPoint presentation

Included in each trainee’s kit:
Detailed course notes (printed PowerPoint presentation)
Workshop and Job Aids (Word document) with:
Full workshop solutions
Job Aids booklet containing:
  > Templates
  > Examples of analysis documentation and models
  > Glossary of technical terms

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