Facilitating
                                           A Successful JAD

                                              Ja...
Introduction
Why
Who
How
TIPS
Resources
                      Facilitating a Successful JAD
Contact Us



                ...
Subject: JAD Session for Widget Wizard
Introduction
                  To:      “Everyone in the company and their dog”
Why...
Subject:   Impact of new ordering process
Introduction      To:        Kim, Bob, Sash, Maile, Joe, Jennifer
Why
          ...
Contracts
Introduction
                               Pricing                     Account
Why
Who
                        ...
Contracts
Introduction
                                  Pricing                   Account
Why
Who
                       ...
Introduction
Why
Who
How
TIPS
Resources
Contact Us




                                                  7
 riverlee.com
 ...
High                       Low
Introduction
Why
                               Decision-Making            Decision-Making
...
Introduction
Why
Who
How
TIPS
                      You can             You could                You should
Resources
Cont...
Define The Output
                                         Give Examples
Introduction
Why
Who
How
TIPS
Resources
Contact U...
Life Cycle
Introduction
Why
Who
How

                  Products - introduced, monitored, retired…
TIPS
Resources
Contact U...
Orders - received, fulfilled, invoiced, closed…
Introduction
Why
Who
How
TIPS
Resources
                                  ...
Impact
                                                 Analysis
Introduction
Why
Who
How
                                ...
Hot Tip #1
Introduction
                  People need to…
Why
Who
                        1) Work alone
How
TIPS
         ...
Facilitator
                        Flip Chart                                                          versus
Introductio...
Why are they making this change?
Introduction
Why
                                     Seek to understand, not to judge.
W...
Facilitation TIPS
Introduction
Why
Who
How
TIPS
                  Techniques
Resources
Contact Us
                     – T...
Facilitation Resources
Introduction
Why
Who
How
                  Websites
TIPS
Resources
                     – Surf faci...
Successful JAD
Introduction
Why
Who
How
TIPS
Resources
Contact Us
                    Joint Analysis & Design
            ...
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Catalyze Webcast Facilitating JAD Sessions - Jackie Parker 082307

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Catalyze Webcast Facilitating JAD Sessions - Jackie Parker 082307

  1. 1. Facilitating A Successful JAD Jackie Parker, MBA Project Management Professional (PMP) Jackie.Parker@RiverLee.com River Lee International, Inc A ripple today can become the wave of the future. riverlee.com riverlee.com © 2007 River Lee International, Inc.
  2. 2. Introduction Why Who How TIPS Resources Facilitating a Successful JAD Contact Us • Executives hope to save time, and eliminate risk, if we lock the project stakeholders into a room for a day or two of intense brainstorming. • But a JAD session is often a free-for-all that is frustrating, unproductive, and skewed by the opinions of a few people. • How do we apply some structure to a JAD session while still releasing the creativity that comes from group interaction? • Jackie Parker, executive facilitator at River Lee International, shares best practices. 2 riverlee.com riverlee.com © 2007 River Lee International, Inc.
  3. 3. Subject: JAD Session for Widget Wizard Introduction To: “Everyone in the company and their dog” Why Who Date: September 17, 2007 How TIPS Resources You have been chosen to spend two days in Conference Room 6 Contact Us to generate the requirements for the Widget Wizard project. You must read three 25 page documents before you arrive. We meet 7:30 to 5:30 each day. Food will be provided. Agenda for Day One 7:30-8:00 Overview of agenda 8:00-8:15 Welcome from CIO 8:15-11:00 Review of project charter 11:00-12:00 Overview of requirements gathering process 12:00-1:00 Lunch 1:00-5:00 Brainstorming 5:00-5:30 Summary 3 riverlee.com riverlee.com © 2007 River Lee International, Inc.
  4. 4. Subject: Impact of new ordering process Introduction To: Kim, Bob, Sash, Maile, Joe, Jennifer Why CC: Mary, Bob (and other managers) Who Date: September 17, 2007 How TIPS Resources We need your ideas on how your department will be affected by a Contact Us new way for customers to place orders online using a website feature called “The Widget Wizard.” You will present your findings to Mary and Bob after two days of discussion with representatives from other departments. There will be breaks to check messages but please excuse yourself from meetings on Wed and Thurs. Please confirm your attendance by end of day Mon so we can let Mary and Bob know that everyone is on board. Thank you in advance for representing your team! 4 riverlee.com riverlee.com © 2007 River Lee International, Inc.
  5. 5. Contracts Introduction Pricing Account Why Who Management Sales How TIPS Resources Marketing Order Entry Contact Us Product Operations Management Supplier Management Finance Distribution Purchasing Client Invoicing Collections Accounting Money In (Accounts Receivable) Money Out (Accounts Payable) 5 riverlee.com riverlee.com © 2007 River Lee International, Inc.
  6. 6. Contracts Introduction Pricing Account Why Who Management How Sales TIPS Resources Order Entry Contact Us Marketing Operations Product Management Supplier Management Finance Distribution Purchasing Client Invoicing Collections Accounting Money In (Accounts Receivable) Money Out (Accounts Payable) 6 riverlee.com riverlee.com © 2007 River Lee International, Inc.
  7. 7. Introduction Why Who How TIPS Resources Contact Us 7 riverlee.com riverlee.com © 2007 River Lee International, Inc.
  8. 8. High Low Introduction Why Decision-Making Decision-Making Who How TIPS Resources Contact Us Select a Design High Generate Requirements Create Road Map Creativity Conduct Post Mortem Create WBS Prioritize features Review team status Obtain sign-off Low Complain to vendor Allocate resources Creativity Kick-off project Prioritize defect list 8 riverlee.com riverlee.com © 2007 River Lee International, Inc.
  9. 9. Introduction Why Who How TIPS You can You could You should Resources Contact Us “Run” “Lead” “Facilitate” these meetings these meetings these meetings Review team status Prioritize features Gather Requirements Complain to vendor Obtain sign-off Create Roadmap Select a Design Kick-off project Allocate resources Create WBS Prioritize defect list Conduct Post Mortem 9 riverlee.com riverlee.com © 2007 River Lee International, Inc.
  10. 10. Define The Output Give Examples Introduction Why Who How TIPS Resources Contact Us “Ability To” statements 1. Sales can view orders 2. Collections can view client contract 3. Pricing and Sales can share proposals Business Data? – We need to track shoe size Business Rules? – 10% discount for veterans 10 riverlee.com riverlee.com © 2007 River Lee International, Inc.
  11. 11. Life Cycle Introduction Why Who How Products - introduced, monitored, retired… TIPS Resources Contact Us Suppliers - solicited, engaged, monitored, retired… Clients - pursued, won, monitored, lost… Orders - received, fulfilled, invoiced, closed… 11 riverlee.com riverlee.com © 2007 River Lee International, Inc.
  12. 12. Orders - received, fulfilled, invoiced, closed… Introduction Why Who How TIPS Resources Process Invoice Contact Us Capture Request In order Client order Stock details Ability to see product catalog To see pricing To see order history To enter correct client code To enter additional details To change an order To deal with out of stock 12 riverlee.com riverlee.com © 2007 River Lee International, Inc.
  13. 13. Impact Analysis Introduction Why Who How Manage TIPS Resources Clients Contact Us Manage Orders Client Operations Manage Finances Manage Inventory Manage Suppliers Suppliers Accounting Manage Employees Use Case Diagram 13 riverlee.com riverlee.com © 2007 River Lee International, Inc.
  14. 14. Hot Tip #1 Introduction People need to… Why Who 1) Work alone How TIPS 2) Work in two’s Resources Contact Us 3) Work in groups People need to “sleep on it” People need to stay… … schedule the VIP at the end 14 riverlee.com riverlee.com © 2007 River Lee International, Inc.
  15. 15. Facilitator Flip Chart versus Introduction Why Scribe Who Sales - orders How TIPS Collections - terms Resources Contact Us Bill customer! Blood type Scribe Notes Sales need closed orders to build leads. Summarize closed orders after 30 days. Hot Tip #2 Collections look at contract to see terms e.g. 15 days. Contract is hard copy today. Fax. Scan it? Need to bill customer! Today we bill insurance company or blood testing agency. Op’s can’t pull up blood type cos don’t ask for it today. Can we ask for it? Any legal implications? 15 riverlee.com riverlee.com © 2007 River Lee International, Inc.
  16. 16. Why are they making this change? Introduction Why Seek to understand, not to judge. Who How “Help me to understand why…” TIPS Resources What do they need to be able to do? Contact Us What are their inputs? Their outputs? Their rules? Their exceptions? How will you solve their problem? Go there but don’t stay there. Challenge your assumptions. Don’t use leading questions. Hot Tip #3 16 riverlee.com riverlee.com © 2007 River Lee International, Inc.
  17. 17. Facilitation TIPS Introduction Why Who How TIPS Techniques Resources Contact Us – Tools and techniques such as ice breakers, idea generators, and consensus builders. Insight – Mindset, business language, & priorities of participants. Planning – Selecting techniques based on the complexity of the task, your insight, and your skill. Skill – Your ability to engage others in a process. 17 riverlee.com riverlee.com © 2007 River Lee International, Inc.
  18. 18. Facilitation Resources Introduction Why Who How Websites TIPS Resources – Surf facilitation, facilitating projects, high performance teams Contact Us Global ListServ – Pose questions to professional facilitators @ albany.edu/cpr/gf/ Association – International Association Facilitators @ www.iaf-world.org Conference – IAF Facilitation Conference, Atlanta, 10-12 April 2008 Training Classes – Check the facilitation class includes role playing 18 riverlee.com riverlee.com © 2007 River Lee International, Inc.
  19. 19. Successful JAD Introduction Why Who How TIPS Resources Contact Us Joint Analysis & Design Right groups at same levels Known output with examples Lightly structured Scribed Driving to results… Jackie.Parker@RiverLee.com 19 riverlee.com riverlee.com © 2007 River Lee International, Inc.
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