"The superior man is distressed by the limitations of his ability; he is not distressed by the fact that men do not recognize the ability he has."


Business process modeling is a powerful technique for working with individuals and small groups to define expectations and discover and assess current business processes. Effective facilitation multiplies the power of process modeling by enabling Business Analysts to lead groups through a structured session that enables the participants to resolve their differing and conflicting perspectives of how the business works.

Course Outcomes:
While modeling and facilitation are two closely related skills, they are best learned independently. While business process modeling classes teach how to discover and document current processes, the facilitation course focuses on:

  • How to optimize the use of the participants’ time in a facilitated session.
  • How to better utilize existing process modeling skills to lead groups of people in a structured meeting/session to discover current processes.
  • How to use a structured approach to enable agreement from diverse, conflicting, and political perspectives.
  • How to ensure the sessions speak the language of business and are seen as valuable by all participants.
  • How to resolve differing and conflicting perspectives into understanding and agreement.

Course Outline:
  • Components for success: process modeling, process analysis, and project definition
  • Pros and cons of group sessions
  • Can the session be successful and the results sustainable?
Participant Responsibilities
  • Sponsors
  • Subject Matter Experts
  • The Facilitator
  • The Coach
  • The Recording Analysts
  • Provocateurs and Guest Experts
Planning the Session
  • Goals
  • Focus
  • Known Risks
  • Blank Slate vs. Iterating Existing Work
  • Function Follows Purpose
Preparing the Session
  • Determining the Participants
  • Analyzing the Participants
  • Intellectual vs. Emotional Activities
  • Structuring the Activities
  • Scheduling the Activities
  • Staffing the Event
  • Planning the Facility, Resources, and Equipment
The First Thirty Minutes
  • Sponsor Kick-Off
  • The Higher Calling
  • What are we Optimizing to?
  • Focus and Agenda
Conducting Process Modeling Sessions
  • Focus Statement
  • Starting the Modeling
  • Real-time Modeling
  • Exercises
  • Case Study
Wrapping the Events
  • Importance of Closure
  • Identifying Next Steps
  • Options in Presenting the Models- the Medium is the Message
  • Importance of Debriefing
Creating Deliverables and TADs
  • Recording Analyst Assignments and Responsibilites
  • How to Record the Session
  • Sample Document Templates
  • Executive Summaries

Who Should Attend:
Business Analysts and Modelers who are able to successfully work with individuals and small groups in creating models and who are looking to improve their ability to lead larger, cross-functional sessions. It is appropriate for Project Managers, Business Analysts and anyone responsible for reaching consensus on definitions and process models.

Course Prerequisites:
Business Process Modeling - Documenting the "As-Is"

Course Duration:
Three Days

Class Availability: Request It Now!


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