1. RUNNING SUCCESSFUL
AGILE COLLABORATIVE
SESSIONS
Las Vegas IIBA Meeting
July 7, 2009
Steve Blash, PMP
Greta Blash, PMP
Blash Enterprises, Inc.
702 917-2444
2. AGENDA “The time has come,” the Walrus said,
“to talk of many things.”
Introduction to Facilitated Collaborative Meetings
FCM Framework
FCM Planning
FCM Process
FCM Results
3. INTRODUCTION TO FACILITATED
COLLABORATIVE MEETINGS (FCM)
Background
… JAD
Chuck Morris, IBM Raleigh and
Tony Crawford, IBM Toronto - 1970s
… SCRUM
Hirotaka Takeuchi and Ikujiro Nonaka -
1986
4. BENEFITS
Accelerated Sessions
Improved Communication
Increased Quality
Enhanced Teamwork
Reduced Wasted Time
Superior Documentation
5. MEETING CATEGORIES “It would have made a dreadfully
ugly child: but it makes rather
a handsome pig, I think”
Informational
… One-time
… Recurring
Training/Coaching
Decision Making
Problem-Solving
… Single session
… Multiple sessions
6. FC FRAMEW
M ORK
Planning
Executing
Monitoring and Control
Closure/Results
7. FC P
M LANNING
“Would you tell me, please,
which way I ought to go from here?”
“That depends a good deal on where
you want to get to,” said the Cat.
Why - Purpose
What – Content and Outcome
Who – Roles
How - Techniques
When and Where - Logistics
8. MEETING CONTENT
• Subject matter of the meeting
• Purpose of meeting related to subject matter
• Medium used
• High Tech
• Low Tech
• Content must be:
- Defined before or created in meeting
- Stated and written for all to view
- Discussed and understood by all participants
- Refined or modified to meet expectations
9. PARTIC ANTS
IP
Team oriented individuals
Have the most important role
Are responsible for what transpires in meeting
Perform the work
Make decisions
Solve problems
10. MEETING ROLES
Participants must:
- Play a role in the meeting
- Understand the responsibility of each role
- Control the quality of the content
- Have a profile on their background related to
the meeting
11. FC EXEC
M UTION
Needs to be controlled
Needs to be orchestrated
Requires participants to speak and listen
Needs rules regulating behavior of participants
12. ELICITATION TECHNIQUES
Flip-charting
Brainstorming
Facilitated Dialogue
Nominal Group
Affinity Analysis
“Curiouser and curiouser,”
Prioritization Techniques
Break-out Groups
14. TEAM MEMBERS
• Presenter: Presents the context of meeting
• Facilitator: Conducts and controls meeting
• Recorder: Responsible for documenting content, issues
and notes of meeting
• Participants:
– Generates meeting content
– Identify issues
– Assure the quality of meeting
• Stakeholder: Advocates meetings
• Observers: View meeting, but does not participate
• Mentor (optional)
15. FC MONITOR/C
M ONTROL
Facilitator must ensure that the meeting content
is related to the:
- Purpose of the meeting
- Meeting objectives
- Meeting agenda
- Meeting deliverables
16. WORKSHOPBEHAVIOR RULES (1 OF
3)
• Meeting Process Rules
– Don't talk on top of others
– Be aware of time
– The facilitator is in charge
“Take care of the sense, and the sounds will take care
of themselves”
17. WORKSHOPBEHAVIOR RULES (2OF 3)
• Meeting Content Rules
– Listen attentively to others
– Focus on subject matter
– Don't worry about correcting spelling
or grammar errors
18. WORKSHOPBEHAVIOR RULES (3OF 3)
• Participant Rules
– Limit side conversations
– Each person has the right to speak
– All team members are equal
– Criticize the work, not the person
– If you can't be nice, don't participate
– What's said - stays in the room (not
only in Vegas)
19. FC C
M LOSURE/RESULTS
The artifacts of the meeting must include:
… Planning documents
… Session conversation
… Finalized deliverables
… Review/feedback
20. SUMMARY
FCM can be used to improve problem-solving or
creative meetings
Planning, Execution, Monitoring and Control and
Closure are essential for success
- “Begin at the beginning,” the King said, very
gravely, “and go on till you come to the end: then
stop.”
21. Thank You
For more information please feel free to contact us:
Steve Blash, PMP
Greta Blash, PMP
greta@blashenterprises.com
steve@blashenterprises.com
702 917-2444
Graphics : http://victorianweb.org/art/illustration/tenniel
22. WORKSHOPBEHAVIOR RULES
• Meeting Process Rules
– Don't talk on top of others
– Be aware of time
– The facilitator is in charge
• Meeting Content Rules
– Listen attentively to others
– Focus on subject matter
– Don't worry about correcting spelling or grammar errors
• Participant Rules
– Limit side conversations
– Each person has the right to speak
– All team members are equal
– Criticize the work, not the person
– It's O.K. to disagree
– If you can't be nice, don't participate
– What's said - stays in the room (not only in Vegas)
