Facilitation Skills for Business Analysts: In-House Training This course is part of IIL's Business Analysis Certificate Program (BACP), a program designed to help prepare individuals pass the IIBA® Certification exam to become a Certified Business Analysis Professional (CBAP™). Business analysts are communicators who bridge the gap between people with business needs and knowledge and the people who will provide solutions. Business analysts are continuously involved in communications with stakeholders and developers as they create the solution to business problems. They participate in information-gathering sessions including interviewing, joint requirements definition, and Joint Application Design (JAD) workshops which are used to streamline information gathering and get immediate validation from user representatives. The business analyst is also involved with negotiating the solution with the stakeholders, upper-level management, and the developers, mediating among the groups when disagreements take place, and influencing the results of decisions during the solution cycle. This course teaches the methods needed to organize and run information-gathering events. It combines the basics of graphic decision making and modeling with facilitation, communication, and meeting management skills. What you will Learn At the end of this program, you will be able to: Identify the major touch points between key BABOK® Guide knowledge areas and business analysis communication Describe the facilitation skills that are most supportive of those intersections Improve your ability to apply these skills in the context of your business analyst functions Foundation Concepts The role of the Business analyst (BA) An Introduction to the BABOK® Guide Business analyst roles and the product / project life cycle (PLC) Facilitation skills for the business analyst The BABOK® Guide and Communication An introduction to the communication process Addressing basic communications challenges Planning business analysis communication Communication and BABOK® Guide tasks Targeted Elicitation Techniques Synergy between communication and targeted elicitation techniques Preparing for elicitation Cornerstone targeted technique: interviews Other targeted elicitation techniques Related general communication skills Group Elicitation Techniques Synergy between requirements communication and group elicitation techniques Cornerstone group elicitation technique - requirements workshops Other group elicitation techniques Related general communication skills - meeting management best practices Related general communication skills - facilitating best practices Process / Model-Based Elicitation Techniques Synergy between requirements communication and process / model-based elicitation techniques Process / model-based elicitation techniques Related interpersonal skills - problem solving and decision making Investigative Elicitation Techniques Synergy between requirements communication and investigative elicitation techniques Cornerstone investigative elicitation technique - document analysis Other investigative elicitation techniques Summary of elicitation techniques by usage in the requirements process Using Presentations, Structured Walkthroughs, and Influencing Structured walkthroughs, presentations, and influencing within BABOK® Guide tasks Cornerstone technique - structured walkthroughs General communication skill - presenting Related interpersonal skill - influencing Special Facilitation Skills - Negotiating and Mediating Negotiating Mediating
Facilitating Effective Meetings: In-House Training Billions of dollars and exorbitant amounts of time are wasted annually across the globe because of organizations' meeting practices. This contributes to serious performance problems for both organizations and employees, and it has a serious impact on culture and morale. But despite the costs and consequences, every-day people in any role have the ability to change that. They can reduce cost, improve productivity, and enhance their workplace cultures by improving their meeting facilitation skills. And that is because facilitation skills start in the planning stage, not in the live meeting stage. In this course, participants will learn that their responsibility as a facilitator is to be a steward of time, money, relationships, and performance. To do that, they will learn to estimate costs of meetings and practice a variety of strategic thinking and analysis tasks to effectively plan results-aligned meetings. They will also apply several techniques and strategies to proactively prevent and deal with conflict in meetings, as well as give objective, constructive feedback to others in order to create behavior change during meetings. Participants must bring laptops with them and have internet access during the course (both virtual classroom and traditional classroom). The laptops are needed for specific activities. Also note that this course pairs well with IIL's Conflict Resolution Skills and Decision Making and Problem Solving courses, which go much deeper into related skills and tools that support effective meeting facilitation. What you will Learn At the end of this program, you will be able to: Estimate the financial and time costs of attendance for real-world meetings Use a performance formula to define the purpose of meetings Describe the responsibilities and qualities of an effective facilitator Analyze situations to determine when a meeting is necessary Articulate performance-driven meeting goals and results Align meeting goals and results Strategize to invite, involve, and exclude appropriate attendees Explain research-based best practices for meeting decisions and agenda development Create an effective agenda for a results-driven meeting Apply proactive tools and strategies for relationship-building dealing with meeting conflict Give constructive behavioral feedback using the Situation-Behavior-Impact® technique The Business Case for Effective Facilitation Embracing the research on meetings Estimating the real costs of meetings Determining a meeting's performance value Clarifying the meeting facilitator's role Facilitating the Meeting Plan Determining if a meeting is necessary Aligning meeting goals with meeting types Identifying the right attendees Creating a strategically effective agenda Facilitating the Live Meeting Building relationships from the start Dealing with conflict proactively Giving feedback on unproductive behavior
Person Centred Planning: the act of listening to each other creates relationship and strengthening trust and inclusion within the team. If well facilitated In creating a shared vision, groups of people build a sense of commitment together. They develop images of the future they want to create together, along with the values that will be important in getting there and the goals they want to see achieved along the way. Course Category Person Centred Planning Team Building and Leadership Description How to facilitate Person Centred Planning? How is it different from any other kind of meeting or planning? Person Centred working is great – but how exactly is it facilitated? How does it differ from ‘chairing a meeting” What skills and processes enable the group to work together effectively and avoid going off at tangents or dissolving into an unfocussed ‘discussion’ Person Centred Planning: the act of listening to each other creates relationship and strengthening trust and inclusion within the team. If well facilitated In creating a shared vision, groups of people build a sense of commitment together. They develop images of the future they want to create together, along with the values that will be important in getting there and the goals they want to see achieved along the way. Making inclusive action plans using full participation and graphic facilitation Drawing on the planning tools MAPS and PATH (Pearpoint, Forest and OBrien 1997) and other facilitation sources we use both process and graphic facilitation to enable the group to build their picture of what they would love to see happening within their organisation/community in the future and we encourage this to be a positive naming, not just a list of the things they want to avoid. In this training we make this facilitation explicit and attempt to model, teach and enable practice of key skills and processes. Jack Pearpoint, Marsha Forest and John O’Brien developed these innovative PCP approaches in North America and they are being used successfully in many parts of the UK. The planning can focus on an individual, group or organisation and provides a powerful problem solving opportunity, which is flexible and robust enough for many occasions. Tell the story, find the dream, touch the nightmare, and explore who you are, what are the gifts and strengths of the person or group, what are the needs of those present and what is the action plan for the future? Testimonials Learning Objectives Participants understand group and graphic facilitation processes for Person Centred Planning Participants have skills and confidence to facilitate PATH/MAP processes Participants learn graphic as well as process facilitation skills. Strengthens practitioners inclusive practice Provides additional tools for those involved in inclusive work in schools and the wider community Further develop problem solving and planning skills Who Is It For ? Person Centred Planning Facilitators Multi Agency Teams Social workers CAMHS teams Year Managers Primary and secondary staff teams Early Years and School based Practitioners Heads and Deputies SENCOs Advanced Skills Teachers Primary and secondary teachers Local Authority Support Services Voluntary Organisations Course Content The course answers the questions: Need to find new ways to facilitate Planning? How to facilitate Person Centred Planning? How is it different to any other kind of meeting or planning? Person Centred working is great – but how exactly is it facilitated? What are the skills and processes that will make the group work really well and a wonderful graphic to be created? Bored with annual reviews, transition plans and review meetings? Want to find a way of making meetings and planning feel more real and engaging? Need an approach, which engages a young person respectfully together with his or her family and friends? Want the ultimate visual record of the process of a meeting, which will help everyone, keep track? Want to problem solve and plan for the future of a small or large group, service or organisation up to the size of an LA? Inclusive Solutions offer an introductory day to facilitating person centred planning or a 3 – 10 session course which is practical as well as values based. Participants will receive direct individualised coaching and training. We will cover: Group and Graphic Facilitation processes Use of music and dramatic participation methodology The person being at the centre Family members and friends being full partners Planning reflecting the person’s capacities, what is important to the person and specifying the support they require to make a full contribution to their community Planning building a shared commitment to action that will uphold the person’s rights Planning leading to continual listening, learning and action and helping the person get what they want out of life. Essential Lifestyle Planning, PATH MAPS Personal Futures Planning
This very practical workshop has a simple objective: to help you prepare, design and deliver memorable and high-quality presentations. This programme will help you: Use a proven, structured tool-kit when designing and developing presentations Benefit from short cuts and best practice when designing and using Powerpoint presentations Select the right information, examples, exercises and activities - and use them well Prepare and structure a presentation or session appropriate to the audience, and to best achieve your objectives Maintain audience or group interest Develop and practise presentation skills to improve your voice tone, speech power and body language Use practical methods to control nerves and anxiety - develop higher levels of confidence and credibility Command a room, hold attention and create a high impact 1 Introduction Personal objectives Key messages and learning objectives of the workshop 2 Presentation skills What does good look like? Exercise: Characteristics of high/low impact presentations Presenting yourself as a 'winner' The energy / attitude model Exercise: Being a winner 3 Preparation skills - eight steps to preparing a great presentation, plus Powerpoint tips •The magic circle• How to 'assume the role' when presenting• The eight steps• Step 1 - develop your objectives- The five questions that you must answer before preparing your presentation- Defining your objectives and outcomes- Creating a first draft- Step 1 exercise• Step 2 - analyse your audience- Doing your homework: audience, event, venue- Developing a pre-event check-list- Methods and means for researching your audience- Step 2 exercise• Steps 3 and 4 - structure the main body of your presentation and state the main ideas- Ways to structure your presentation for maximum impact- Balancing and managing content and topics- Organising your information: 6 options and methods- Your 'one main point' and creating a 30-second summary- Steps 3 and 4 exercises• Step 5 - decide on supporting information, using the toolkit- Making your case convincing: ways to support your claims- Selecting and using relevant and interesting examples- Quotes, case studies and printed material- Presenting statistics, tables and graphs- Ways of maintaining visual interest- Transitions and links, creating a 'golden thread'- Step 5 exercise: Creating compelling stories and anecdotes4• Step 6 - create an effective 'opening'- Claiming the stage and creating a good first impression- The three most powerful ways of opening a presentation- The five elements of a strong opening- Step 6 exercise: Participants work individually to prepare an opening, focusing onpersonal introduction, and then deliver to the group, with structured feedback• Step 7 - develop transitions- Step 7 exercise / examples• Step 8 - create an effective close- Signalling and sign-posting; the importance of, and how to do it effectively- Five ways to close a presentation successfully- Step 8 exercise / examples• Presentation design and Powerpoint- An interactive review of participants' own real-life past presentations and advanced tipsand techniques on using Powerpoint effectively 4 Facilitation skills The three main types of group activity - triads, teams and main group How to select the right activity, define the objectives, set it up and run the debrief Using energisers - with examples Exercise: Dealing with 'difficult' behaviours Exercise: Working in triads, design and deliver 5 Tips and tricks: presentation and facilitation 10 reasons why facilitation fails Five golden rules for success Defining the session goals and the facilitation plan Open and closed questions - why and when to use Using a 'car park' to manage unresolved issues Using AV aids - tips and tricks Exercises: Including participants working in pairs to prepare a short section form of one of their own presentations 6 Putting it all together Summary of key learning points Action plan
Facilitation Skills Training
Circles of adults is a process that ‘listens deeper’ to generate reflective problem solving that can create lasting behaviour change and effective behaviour intervention plans. This is a particularly valuable process for those looking to enhance their leadership and facilitation skills or to build such processes into their school or team approach to complex pupils. ‘The question is not should they be here anymore. Now it’s how can we figure out how best to include them?’ In this practical workshop session we will explore ways of problem solving around complex situations. The session will be practical and will aim to allow the sharing of experiences and good practice as well promoting innovative approaches to problem solving around systemic, organisational as well as individual inclusion issues. Behaviour problems, relationship challenges and personnel dilemmas can all be worked on with these team oriented problem solving processes. We will introduce participants to a powerful and effective approach. The ‘Circles of Adults’ approach addresses the need for a problem solving process that is able to take an in-depth look at meeting the emotional needs that commonly underlie challenging behaviour in schools. The approach is co-facilitated and is designed to enable the participation of teacher teams to reach a deeper understanding of a young person and to evolve a set of hypotheses and emerging strategies that better accommodate to unmet emotional and learning needs. The approach takes at least 90 minutes and is intended for use with the most challenging young people, those at high risk of being permanently excluded from the regular school system. Learning Objectives Increased confidence regarding problem solving around inclusion in mainstream settings Access to a wider range of practical strategies and techniques to impact on communication, realtionship, learning and behaviour issues Learn new problem solving processes Course Content The course answers the questions : How to set up and run a Circle of Adults process How can we work out how to include this child best? How can we understand what lies beneath their behaviour? Is there a more structured way to run this meeting? Can we explore the emotional impact the person is having on us and still agree strategies? How can I get unstuck from this problem?
Learn how to carry out a Person Centred Review based on the values of person centred thinking. Course Category Person Centred Planning Inclusion Strategic Work Visioning and Problem Solving Description Person centred planning is a way of expressing a set of inclusive values through a unique range of tools and techniques. The most commonly used person centred tool is a Person Centred Review – and it shows these values in action. All person centred planning tools and processes are driven by a commitment to achieve inclusive outcomes for the person whose plan it is, and the young people involved are always present throughout their planning session. The focus of all person centred approaches is the whole person irrespective of the label they carry. Two people, a process facilitator and a graphic facilitator, typically facilitate plans. The role of the support service staff in this work is as a facilitator not as an expert participant, problem solver, assessor or provider of consultation. Person Centred Reviews like MAPS and PATH are especially effective tools in planning transitions and annual review processes for young people with additional support needs and for through-care planning for young people who are looked after or accommodated. Over time person centred working will reveal areas of unmet need in current provision and thereby inform the ongoing strategic planning within any particular region. Testimonials Be the first…. Learning Objectives To Explore the values underpinning person centred working To show how person centred planning with Person Centred Reviews naturally captures young people’s strengths and capacities A demonstration of how person centred reviews encourage meaningful consultation and participation with young people (particularly for those who cannot make their views known in typical ways To show how Person Centred Planning leads to the building of stronger parent/school partnerships To indicate how person centred planning can promote multi-agency teamwork and shared responsibilities To increase understanding the how of process and graphic facilitation in person centred work. Who Is It For ? Teachers and School Staff Education Services Social Care Staff Health Professionals Transition Coordinators Family Support Workers Link Workers Course Content An introduction to the person centred planning Person Centred Reviews – live demonstrations of process in action followed by real time coaching of facilitation skills. We would stress that this is an introductory day and that participants will be expected to make plans for their own follow up and further practice of the tools covered in the course of the day. If you liked this course you may well like: PERSON CENTRED PLANNING USING PATH AND MAPS
A Solution Circle is a 30 minute creative Problem Solving Process for getting unstuck…Ideal for busy people! lt was designed by Marsha Forest & Jack Pearpoint. This is a short and powerful tool. It is effective in getting “unstuck” from a problem in life or work. Solution Circles are tools of “community capacity”. It assumes and demonstrates that nearby people – in any community or work place have the capacity to help – if asked. It requires a person to ASK – not an easy thing in our culture of privacy and “do it alone”. This tool puts all the values we espouse into practice and demonstrates that TOGETHER WE’RE BETTER. Course Category Problem Solving Description A Solution Circle is a 30 minute creative Problem Solving Process for getting unstuck…Ideal for busy people! lt was designed by Marsha Forest & Jack Pearpoint. This is a short and powerful tool. It is effective in getting “unstuck” from a problem in life or work. Solution Circles are tools of “community capacity”. It assumes and demonstrates that nearby people – in any community or work place have the capacity to help – if asked. It requires a person to ASK – not an easy thing in our culture of privacy and “do it alone”. This tool puts all the values we espouse into practice and demonstrates that TOGETHER WE’RE BETTER. In this training you will learn how to set up and facilitate Solution Circles Learning Objectives For participants to learn how to facilitate a Solution Circle For participants to understand the underlying rationale and ethos of this way of working For participants to learn the power of team work and problem solving when including challenging individuals Who Is It For? Team Around the Child agencies Parents and Professional working together Families Multi Agency Teams Social workers CAMHS teams Year Managers Primary and secondary staff teams Early Years and School based Practitioners Heads and Deputies SENDCOs Advanced Skills Teachers Primary and secondary teachers Local Authority Support Services Course Content This can be introduced in a twilight, half day or even a full day workshop with individualised coaching. We will provide background context for this approach and will directly model the process with real live issues facing participants. So bring your most challenging concerns to this training. The course answers the questions: What to when you are stuck Can we find an alternative to permanent exclusion or special unit or school placement? Struggling with a child for whom praise is ineffective? Feeling isolated in your responses to a child’s needs? Worried about where your instinctive reactions are leading you? Cannot seem to get any consensus view of a young person’s behaviour/needs amongst all the family and professionals involved – is everyone pulling in different directions? We will cover: Setting the tone Background and detailed teaching of process Inclusion values underpinning this work Graphic and process facilitation skills Processes modelled and opportunities to try process out with coaching Practical setting up of insights and solutions circles Lessons learned
What is Person Centred Planning? How is it different to any other kind of meeting or planning? On this day all will become clear… Give your team the opportunity to pause and reflect on what matters most to them about the work they do. The act of listening to each other creates relationship and strengthens trust and inclusion within the team – in creating a shared vision, groups of people build a sense of commitment together. They develop images of ‘the future we want to create together’, along with the values that will be important in getting there and the goals they want to see achieved along the way. Unfortunately, many people still think ’vision’ is the top leader’s job. In schools, the ‘vision task’ usually falls to the Headteacher and/or the governors or it comes in a glossy document from the local authority or the DfES. But visions based on authority are not sustainable. Making inclusive action plans using full participation and graphic facilitation Drawing on the planning tools MAPS and PATH (Pearpoint, Forest and O’Brien 1997) and other facilitation sources we use both process and graphic facilitation to enable the group to build their picture of what they would love to see happening within their organisation/community in the future and we encourage this to be a positive naming, not just a list of the things they want to avoid. Jack Pearpoint, Marsha Forest and John O’Brien developed these innovative approaches in North America and they are being used successfully in many parts of the UK. The planning can focus on an individual, group or organisation and provides a powerful problem solving opportunity, which is flexible and robust enough for many occasions. Tell the story, find the dream, touch the nightmare, and explore who you are, what are the gifts and strengths of the person or group, what are the needs of those present and what is the action plan for the future? Learning objectives Participants understand Person Centred Planning and its values and applications Participants have skills and confidence to facilitate PATH/MAP processes Participants learn graphic as well as process facilitation skills Strengthens practitioners inclusive practice Provides additional tools for those involved in inclusive work in schools and the community Further develop problem solving and planning skills Course Content The course answers the questions: Need to find new ways to bring Pathway Planning alive? Bored with annual reviews, transition plans and review meetings? Want to find a way of making meetings and planning feel more real and engaging? Need an approach, which engages a young person respectfully together with his or her family and friends? Want the ultimate visual record of the process of a meeting, which will help everyone, keep track? Want to problem solve and plan for the future of a small or large group, service or organisation up to the size of an LA? Inclusive Solutions offer an introductory day to person centred planning or a 3 – 10 session course which is practical as well as values based. Participants will receive direct individualised coaching and training. We will cover: The person being at the centre Family members and friends being full partners Planning reflecting the person’s capacities, what is important to the person and specifying the support they require to make a full contribution to their community Planning building a shared commitment to action that will uphold the person’s rights Planning leading to continual listening, learning and action and helping the person get what they want out of life. Essential Lifestyle Planning, PATH MAPS Personal Futures Planning.
The Extreme Person Centred Thinking Tools are a set of tools to support dreams, build relationships and connections and promote capacity thinking. The aim of the extreme person centred thinking tools training is not to teach people how to facilitate plans, instead it is about sharing tools that can be used to listen and reflect and creatively involve people in planning their own lives. Online Course now available via Teachable Platform – Person Centred Mindset Learn at your own pace… lots of text and video support Course Category Person Centred Planning Description The Extreme Person Centred Thinking Tools are a set of tools to support dreams, build relationships and connections and promote capacity thinking. The aim of the extreme person centred thinking tools training is not to teach people how to facilitate plans, instead it is about sharing tools that can be used to listen and reflect and creatively involve people in planning their own lives. Many of these tools have been taken from MAPS and PATH, and parts also build on the person centred thinking tools. Testimonials Be the first… Learning Objectives This course will provide participants with an understanding of how to use a range of extreme person centred thinking tools to; Use graphics to facilitate creative conversations Learn from people’s stories and histories Listen to and facilitate dreams and nightmares Think about what is positive and possible Connect people with their communities Facilitate inclusion Who Is It For? Person Centred Planning Facilitators Support Workers / Day Centre Officers / Residential Workers Personal Assistants / Teaching Assistants Families Self Advocates Social Workers CAMHS teams Primary and secondary staff teams SENCOs Local Authority Support Services Course Content The course will introduce participants to a range of tools focused around supporting relationships, realising dreams, connecting people with their communities and capacity thinking. Participants will be coached in using the tools and given the opportunity to practice the tools and their graphic facilitation skills in a safe environment. The course will answer the following questions: How can we use ideas from MAP and PATH in our day to day work? How can I use graphics to facilitate conversations? How can we learn more about the people we support? How can we start to think about connecting people to their communities? If you liked this course you may well like: PERSON CENTRED PLANNING USING PATH AND MAPS