"It is the mark of a good action that it appears inevitable in retrospect."
Robert Louis Stevenson


This two-day course will have you on your feet facilitating real-time process solutions. Students will rotate roles of facilitator, subject matter expert and recording analyst in several mini sessions that simulate business improvement process analysis. You will return to work with the skills to

  • Plan, prepare and facilitate moderately complex process analysis sessions.
  • Use a structured approach to optimize the use of participants’ time.
  • Ensure that sessions speak the language of business.
  • Achieve buy-in from diverse, conflicting and political perspectives.
  • Discover and model the business user’s view of desired future processes in real time.

A structured and intellectually manageable approach to process analysis is required to ensure that new processes appropriately leverage the past, capitalize on new opportunities, and are optimized for the desired business results. Advanced Strategies’ staged approach to process analysis utilizes the following steps:
  1. The business users’ views of their current processes are documented.
  2. Unnecessary and redundant activities are removed.
  3. The mechanics of “how” the processes are performed are stripped away.
  4. If appropriate, historical features and policy constraints are eliminated.
  5. New essential business processes are added.
  6. Policies are examined and reapplied.
  7. The buiness users and other subject matter experts provide input to achieve optimization of the processes.
  8. The analyst updates the model with new processes and required data to reflect the business users’ input.
  9. A facilitated review of the new model, with candidate optimized processes, is conducted; the process is iterated until reaching a desired future state.

Course Outcomes:
Students will return to work with the facilitation skills to lead brainstorming and validation sessions using a structured approach for reaching agreement on optimized “To-Be” models for how business processes should operate.

Course Outline:
Foundations of Business Analysis
  • Stages of Process Analysis
  • Stages of Development
JDA Basics
  • Components of a Successful JDA
  • Pros/Cons of Group Sessions
  • Focus Statements
Planning the Session
  • Intentions for Event
  • Selecting Participants
  • Structuring Activities
  • Developing an Agenda
  • Staffing the Event
Introduce Case Study
  • Staged Approach to Process Analysis
  • Revisit Exercises from the Facilitating As-Is Course
  • Demo Case Study
Case Study Exercises
  • Conduct Facilitated Review of “As-Is” Essential Model
  • Capture and Categorize Opportunities for Improvement
  • Draft “To-Be” Model
  • Conduct Facilitated Review of “To-Be” Model
Wrapping the Session
  • Identifying Next Steps
  • Making the Output Useful
  • Ensuring Traceability

Who Should Attend:
This course is targeted for Business Analysts and others involved
in analysis and design who will be facilitating future state “To-Be” sessions with business users.

Course Prerequisites:
Business Process Analysis - Optimizing the "To-Be"
Facilitating As-Is Process Models

Course Duration:
Two Days

Class Availability: Request It Now!


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