Designing and Facilitating JAD Workshops



In this course, you will gain experience planning and conducting JAD Workshops. You will learn powerful techniques to quickly mine the collective knowledge of your Subject Matter Experts (SMEs) and receive the tools to help you put the elicitation methods to work immediately.


  • Business systems analyst
  • Business analyst
  • Business customer or partner
  • Systems analyst
  • Designer or developer
  • Project manager or team leader
  • IT manager/director

Learning Objectives

  • Use facilitative skills to effectively mine group knowledge
  • Brainstorm creatively to identify requirements
  • Structure JAD Workshops for maximum productivity
  • Acquire needed information, regardless of your systems development approach
  • Obtain consensus and buy-in easily
  • Build related components of the systems development life cycle
  • Clarify the scope before 'scope creep' becomes an issue
  • Deal with difficult participants
  • Build a structured, project-oriented workshop atmosphere to increase contribution
  • Collapse calendar time by using facilitative approaches

1. Introduction

  • Importance of creating the climate
  • Difference between process and content
  • Facilitation skills
  • Presentation skills
  • Active listening skills
  • Tools of the trade
  • Tricks of the trade

2. Dynamics of JAD Workshops

  • People motivators
  • People principles
  • Problem people and how to deal with them
  • Group life cycle

3. Key Techniques: Brainstorming, Cardstorming, and Creativity Techniques

  • Rules
  • Process
  • Creativity methods
  • Clarifying, combining, evaluating, and categorizing
  • Prioritizing
  • Problem solving
  • Exercises

4. Preparing for the Workshop

  • Building the agenda
  • Integrating the tools
  • Considering the mechanics
  • Setting up the room

5. Facilitating the JAD Workshop

  • Starting the Workshop
  • Business and Systems Roles
    • Roles
    • Clarifying expectations
    • Comparing and resolving differences
  • Establishing the Business Purpose
    • Reviewing the draft
    • Modifying the draft
    • Achieving consensus
  • Scope Identification
    • Brainstorming candidate items
    • Narrowing the scope
  • Context and Actors
    • Documenting the components
    • Drawing the model
  • Chunking for Further Analysis (Functional Decomposition)
    • Functions
    • Processes
    • Developing the data flows
  • Brainstorming Business Requirements
    • Buckets or functions
    • Listing, clarifying, combining, and prioritizing
    • Requirements gaps
    • Possible solutions
  • Entity Relationship Diagram and Business Objects
    • Entities and objects
    • Relationships and drawing models
    • Attributes and data elements
    • UML and use cases
    • Building class diagrams
    • Creating use cases
  • Documenting Processes to Derive Requirements
    • Techniques for eliciting processes
    • Changes with the'new project'
    • Deriving requirements
  • Planning for Success
    • Developing a high-level project plan
    • Evaluating and mitigating risks
    • Resolving overlapping roles and responsibilities
    • Conducting lessons-learned sessions
  • Ending the JAD Workshop
    • Reviewing and assigning issues
    • Identifying next steps, who, and when
    • Closing the workshop

6. Additional Uses of the Tools


Exercise 1: Apply the brainstorming, cardstorming, and creativity techniques to demonstrate the methodology

Exercise 2: Orchestrate tool mechanics, group dynamics, and creativity techniques to create a successful meeting environment

  • Construct detailed agendas based on the desired outcome of the meeting

Exercise 3: Conduct various sections of the process taught