Facilitation Skills Workshop

Learn Effective Stakeholder and Group Facilitation—3 Days, 21 Hours

Facilitation skills are needed in every professional environment to create open dialogue and collaboration among stakeholders. Excellent facilitation drives value in organizations by helping stakeholders better communicate with each other. This facilitation skills workshop is designed for professionals working in project management, business analysis, traditional and agile development environments. A strong facilitator knows how to help other people articulate their opinions and perspectives, helps groups discuss conflicts productively, and helps teams design solutions to business problems. To facilitate means to "make easy". Being an excellent facilitator requires an understanding of human communication styles, a toolbox of techniques for working with diverse groups, and lots of practice.

This workshop leads students through the five essentials of effective facilitation: Purpose, Planning, Performance, Professionalism, and Practice. In a safe, positive environment each student will have the opportunity to lead group activities and team members will provide constructive feedback using a standard debrief process. Practice builds competence and confidence, improving students' performance immediately. When teams understand and utilize facilitation skills effectively, the group is more productive and reaches consensus more quickly, resulting in high-quality solution details and decisions.

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Upon completion of this course, participants will be able to:

  1. Develop facilitation skills by practicing in a safe environment.
  2. Evaluate facilitation behaviors and identify areas for improvement.
  3. Design a plan for an effective group workshop.
  4. Understand when and how to use new facilitation tools and techniques.
  • Introduction
    • What is facilitation?
    • Why is facilitation useful?
    • When is facilitation useful?
    • The five essentials of facilitation: Performance, Purpose, Practice, Professionalism, and Planning
  • Performance: Facilitation Key Elements
    • Session kickoff
      • Session purpose
      • Ground rules
    • Neutral facilitation
    • Active listening (verbal and nonverbal clues)
    • Participant engagement
      • Ice Breakers
      • Face-to-face sessions
      • Virtual facilitation
    • Session deliverables
    • Session closing
  • Purpose: When is Facilitation Useful?
    • Team charter development/team building
    • Project initiation/scoping/kickoff
    • Requirements elicitation and development
    • Transition planning/change management
    • Retrospectives/lessons learned
  • Practice: Using Tools and Techniques
    • Commonly used tools and techniques
      • Brainstorming and idea generation
      • Scoping and kickoff
      • Estimating
      • Elicitation
      • Process improvement
      • New product design and development
      • Prioritization
      • Decision making
      • Organizational readiness assessment
    • For each tool:
      • When is each technique useful?
      • How do you lead the activity?
      • What is the output of the technique?
  • Professionalism: Dealing with Difficult Situations
    • Establish and maintain a professional demeanor
    • Establish a safe environment
    • Maintain a positive tone
    • Handle difficult participants
    • Keep to the planned agenda
    • Complete the agreed-upon deliverable
  • Planning: Imagining the Session to Success
    • Determine the need for a facilitation session
    • Choose the right participants
    • Decide on the deliverable of the facilitation
    • Decide how you will facilitate (e.g., location, facilities, tools, techniques)
    • Develop the agenda with time, tools, techniques, and tactics

Students will receive the following materials with the course attendance:

  • Course workbook including slides, course glossary, case study, exercise worksheets and solutions.
  • The IIBA's BABOK® Guide
  • QuickGuide reference sheets on Purposes of Facilitation, Tools and Techniques for Facilitation; Feedback Sheet

A fundamental understanding of facilitation, project management and business analysis is recommended. This course is designed for new and experienced professionals looking to improve their facilitation and communication skills. A fundamental understanding of facilitation, project management and business analysis is recommended. RMC offers both PM and BA core training in both live online instructor-led or self-directed e-Learning formats.

FEATURED BOOK: Seven Steps to Mastering Business Analysis by Barbara A. Carkenord

Seven Steps to Mastering Business Analysis will help build the skill sets of new and experienced analysts, and those currently doing analysis work including project managers, system analysts, product managers and business development professionals.

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ARTICLE: RMC Spotlight: An Inside Look at the IIBA®'s New Certification Program

In 2006, The International Institute of Business Analysis™ (IIBA®) created the Certified Business Analysis Professional™ (CBAP®) and in 2011 added the Certificate of Competency in Business Analysis™ (CCBA®). As of September 2016, this two-tier system has been replaced by a more comprehensive four level, competency-based certification program for business analysis professionals. This whitepaper breaks down each of the four levels by focusing on what you need to know.

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ONLINE TOOL: Do I Qualify for a Credential?

One of the biggest hurdles in qualifying for a BA credential is Work Experience. Our free Experience Calculator will help define, track and categorize career experiences, and help you choose a certification path.

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FREE WEBINAR: Becoming a Certified Business Analyst

Delivered by Barbara A. Carkenord, this previously recorded webinar provides an overview of the two internationally-recognized Business Analysis certifications, and features a free Q&A PDF download.

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For Corporate Pricing or to Schedule a Training Needs Assessment, Please Contact:

Ken Mulcahy • Onsite Training Specialist • (952) 846-4484 x410kmulcahy@rmcls.com

* Discounts Available for Federal, State and Local Government Agencies

Register for this Course

Type: Core PM / BA Training
Audience: New and Experienced Project Managers and Business Analysts
Duration: 3 Days – 8:00 am to 4:00 pm
PDs: 21
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