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Requirements Solutions Group
 
 
 
 
  Hathaway & Associates, Inc.
Facilitating JAD Requirements Gathering Sessions  
   
Course Outline and Objectives 
Course Philosophy and Approach 
   

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The target audience consists of systems analysts, business analysts, systems designers, project managers, business managers and end users who are interested in expediting the process of defining, developing and delivering high-quality information technology solutions.

Our instructors have extensive experience in applying these techniques on projects with business experts from a wide variety of fields.

    JI Introduction and Expectations
JP Preparing for a JAD Session
JM Methodologies and Acceleration
BA Defining Business Problems and Needs
BU Modeling the Business Perspective
RD Defining Business Requirements
JF Managing the Working Session
JD Managing the Deliverables
JT Profile of a JAD Facilitation Team
JX Dealing with Difficulty
JC Closing the Working Session
   
    This course combines business analysis techniques with JAD (Joint Application Development) facilitation for those charged with collecting business and system requirements. It provides a self-assessment tool to appraise your technical skills and a personality profiling instrument to improve your people skills. The seminar also offers techniques for facilitation (the people dimension) and capturing the results (the task dimension) for effective and efficient JAD sessions.  
       
   
  Facilitated JAD Requirements Gathering Sessions  
 
ensures the highest quality of requirements in the shortest possible time frame
combines proven business analysis techniques with people-focused facilitation techniques
promotes a sense of cooperation between the business and the IT community
brings political aspects of the project out into the open early in the process
generates momentum on time-critical projects that can empower the participants to meet improbable deadlines
 
 
  Tried and True Acceleration  
  JAD (Joint Application Development) is not new but is still the best alternative to letting technology dictate what business users need and want. Like any other approach offering significant advantages, there is an associated price. This seminar presents tools, techniques and insights that are based on the collective experiences of many successful JAD facilitation teams and incorporates best-of-breed business system analysis techniques for gathering business requirements  
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Course Outline and Objectives

  Introduction and Expectations
Module JI : Duration ~ 1 hour
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  Decreasing time and cost to deliver information technology that the business community can use has been the goal of the information industry since it was born. Joint Application Development (JAD) is a powerful option if your situation is right. Given the state-of-the-art, how can this consensus-building approach help your project and your organization?  
 

Why Do Technology Projects (Still) Take So Long?

 

The Promises of Accelerated Techniques

 

What Are the Risks of Acceleration?

   
 

Explain the Difference Between Accelerated Methods and Other Approaches

 

Discuss the Need For and Advantages of Accelerating Early Project Phases

 

Recognize the Major Risks of Accelerating the System Development Process

     
  Preparing for a JAD Session
Module JP : Duration ~ 3 hours
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  Without a good recipe, every meal is an adventure. Without proper preparation, every JAD is a disaster waiting to happen. From the time the JAD option is considered until the working session starts, there are many things you can do to improve the probability of a successful and productive JAD session.  
 

The Pre-Session Meeting

 

Participant Pre-Work and Training

 

JAD Session Participant Selection

 

Scheduling Techniques

   
 

Discuss the Importance and Critical Success Nature of Pre-Sessions

 

Be Able To Organize and Schedule an Accelerated Session

 

Adapt a Check-List of Pre-Session Activities

     
  Methodologies and Acceleration
Module JM : Duration ~ 2 hours
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  Doing something faster only makes sense if you know what you are doing - and why. Methodologies, in spite of any potential shortcomings, offer a set of activities and/or deliverables that you can use as a basis for a plan. A methodology by itself will not make your project succeed, but ignoring it can be expensive.  
 

Methodologies: the Good, the Bad, and the Ugly?

 

From Activities To Results

 

Selecting the Right Approach For Your Project

 

Critical Success Factors For Successful JAD Sessions

   
 

Understand the Role of Methodologies in Acceleration

 

Use a Methodology To Prepare an Accelerated Session

 

Identify Project Types That Are Suitable JAD Candidates

     
  Identifying Business Problems and Needs
Module BA : Duration ~ 3 hours
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  Most jobs are not designed, they evolve. People doing the work do whatever they have to do to get the job done. Quite often, that means being creative and figuring out how to get the job done in spite of the "system". There is nothing wrong with that approach, unless the solution they pick causes problems somewhere further down the line. The business analyst has to figure out if the cure is worth the price.  
 

What Is a Business Problem?

 

Can You Separate Symptoms and Solutions From "Real" Problems?

 

Who Is Impacted By the Problem and Who Can Affect It?

 

Should the Problem Be Fixed?

   
 

Write Clear, Easy-To-Understand Problem Statements

 

Identify the Benefits of Solving the Problems

 

Use 10 Critical System Questions To Identify Business Problems

 

Determine Which Problems Are Worth Solving

     
  Modeling the Business Perspective
Module BU : Duration ~ 3 hours
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  A use case diagram creates a business view of an information system. Process models help people understand how things work. Together, use case diagrams and process models show workflow and the impact of proposed changes. The diagrams can be modified and evaluated without affecting the real world. Used effectively, they reduce the probability of omitting critical aspects of your solution. To be effective, all involved parties have to understand what the models represent and what they ignore.  
 

Why Do You Need To Model the Business Area?

 

What Is a Use Case Diagram?

 

What Benefits Do Process and Work Flow Models Provide?

 

How Do You Create Use Case Diagrams and Process Models?

 

Which Analysis Techniques Will Help You To Discover Requirements?

   
 

Create Use Case Diagrams For Current Or Proposed Technology

 

Present Business Processes in Work Flow Diagrams

 

Identify Timing Problems and Requirements

 

Analyze a System For Potential Short-Term Or Quick Fixes

     
  Defining Business Requirements
Module RD : Duration ~ 3 hours
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  The purpose of a requirement is to communicate a business need to a technical expert. It has to enable the technical expert to recognize the technological impact. Missing or misunderstood requirements cost considerably more than programming or testing errors. Fortunately, the ability to define usable requirements is a learnable skill.  
 

Achieving Clear, Unambiguous Requirement Statements

 

5 Types of Business Requirements

 

Requirement Analysis Techniques

 

Prioritization Methods

   
 

Write Clear, Unambiguous Requirement Statements

 

Decompose Requirements Sentences into 5 Types of Requirements

 

Identify and Clarify Critical Requirement Statements

     
  Managing the Working Session
Module JF : Duration ~ 3 hours
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  JAD facilitation is the art of letting a cross-functional group of participants realize their productive potential for solving a predetermined problem. The facilitator needs to have a good balance of people skills and technical skills to be effective in achieving the best result the group is capable of delivering.  
 

The Facilitation Challenge

 

Starting On the Right Foot

 

Momentum Maintained

 

Technically Rewarding

   
 

Get a Session Started On the Right Foot and Maintain the Momentum

 

Manage a Creative Cross-Functional Group Consensus-Building Process

 

Generate and Sustain a Productive Session Environment

     
  Managing the Deliverables
Module JD : Duration ~ 3 hours
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  The visible deliverables of the JAD session are the primary reason for the session. If these documents fail to meet management's expectations, the entire session will be considered a failure. Beyond managing the session, there are a number of other critical activities someone has to address to truly deliver what the JAD promises.  
 

Organizing and Structuring the Deliverables

 

Analysis, Review and Change Management in a JAD

 

Working Documents Versus the Final Deliverable

 

Solo Versus Scribe Versus Session Analyst

   
 

Develop Effective Work Documents To Support the Session Participants

 

Organize and Analyze the Visible Results of the Session

 

Use the Deliverables To Maintain Session Momentum and Focus

     
  Profile of a JAD Facilitation Team
Module JT : Duration ~ 3 hours
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  Building cross-functional consensus offers the highest probability for identifying the best solution to any problem. Information technology projects typically involve a wide range of people from different walks of life. Each person represents a unique value system, thinking style, behavior and leadership style. If you ignore the people dimension, your project will fail.  
 

(Ideal?) Facilitator and Session Analyst Profiles

 

Motivational and Thinking Styles

 

Social Interaction and Leadership

 

Using Profiles - Risks and Rewards

   
 

Determine the Usability of Profiling Tools For Enhancing Communication

 

Assess Their Own Strengths and Challenges Based On the Profiling Tool

 

Use Other People's Preferred Mode of Communication

     
  Dealing with Difficulty
Module JX : Duration ~ 2 hours
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  In spite of your best intentions, no JAD ever runs as planned. From facilitation through to the final deliverable, there are a wide range of problems and pitfalls waiting for the unsuspecting. Experience can be your best weapon, whether it is your experience or someone else's.  
 

Dealing with People Problems

 

The Scope Monster

 

Dealing with Reality

 

Managing Uncertainty

   
 

Recognizing When Things Are Going Awry

 

Develop Contingency Plans For Dealing with Unpleasant Situations

 

Be Prepared For the Unexpected

     
  Closing the Working Session
Module JC : Duration ~ 1 hour
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  Bringing the working session to a satisfactory completion is an opportunity to instill a sense of accomplishment and anticipation in all attendees. Accomplishment comes from a job well done; anticipation from the group's realistic expectation of what's next. Both feelings are critical measures of true success. How can you awaken these feelings in all involved?  
 

Open Issues, Action Items, and Possible Post-Session Reactions

 

Evaluating the Session

 

Document Distribution

 

The Risks Revisited

   
 

Use Open Issue, Question, and Post-Session Task Lists

 

Evaluate a Session To Improve the Process

 

Maintain the Project Momentum After the Session

     
  Visit our Business System Analyst Bookstore
for books on the topics covered in this seminar.
       
 

Methodologies ( Information Engineering , Miscellaneous , Structured System Development , System Development Life Cycle (SDLC) )

Process Analysis ( Data Flow Diagrams , Decision Tables , Event Response Diagrams , Flowcharts , Miscellaneous , Process Models )

Working in Teams ( Conducting Meetings , Facilitation , JAD , Rapid Application Development (RAD) , Miscellaneous )

Interviewing Techniques

 
         
 
   
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