Designing and Facilitating JAD workshops

Live Classroom
Duration: 4 days
Live Virtual Classroom
Duration: 4 days
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Joint Application Development or JAD sessions are structured meetings of business and systems representatives for the purpose of defining requirements and deciding other aspects of proposed systems. These sessions or workshops extract high-quality requirements specifications in a compressed time frame. This course equips participants with powerful techniques to quickly mine the collective knowledge of your Subject Matter Experts (SMEs) and learn the tools to put these elicitation methods to work immediately for functional and non-functional requirements, as well as use cases and Agile/Scrum user story workshops.

What You'll Learn

  • Learn techniques for skillful facilitation
  • Effectively coordinate and organize meetings for maximum productivity
  • Extract information in a variety of ways- brainstorming, categorization, prioritization, etc.
  • Apply the techniques to improve a variety of other type of meetings
  • Learn different methods for prioritizing requirements in a group setting
  • Learn the simple mechanical techniques of capturing information easily and correctly
  • Avoid pitfalls to ensure active participation of all parties in a session
  • Appreciate the flexibility and usability of Post-It™ notes in solving problems
  • Understand how to assist the business n relevant activities beyond requirements
  • Keep energy and interest high during meetings that last several hours or days


  • The importance of creating the climate
  • The difference between process and content
  • Facilitation skills vs. presentation skills
  • Active listening skills
  • Tools of the trade
  • Tricks of the trade

  • People motivators
  • People principles
  • Problem people and how to deal with them
  • The group life cycle

  • Rules
  • Process
  • Creativity methods
  • Clarifying, combining, evaluating, categorizing
  • Prioritizing
  • Problem solving
  • Exercises

  • Building the agenda
  • Integrating the tools
  • Considering the mechanics
  • Setting up the room

  • Starting the workshop
  • Identifying business and system roles
    • Identifying rules
    • Clarifying expectations
    • Comparing and resolving differences
  • Scope identification
    • Brainstorming candidate items
    • Narrowing the scope
  • Identifying the context and actors
    • Identifying and documenting the components
    • Drawing the model
  • Chunking for further analysis (functional decomposition)
    • Identifying the functions
    • Defining the functions
    • Identifying the processes
    • Developing the data flows
  • Brainstorming requirements
    • Identifying requirements by function
    • Listing, clarifying, combining and prioritizing
    • Identifying requirement gaps
    • Identifying possible solutions
  • Identifying business objects, data and relationships (Entity relationship diagram)
    • Identifying ‘things’ – the entities and objects
    • Defining the entities/objects
    • Identifying relationships and drawing models
    • Identifying the attributes and data elements
    • UML and use cases
    • Creating use cases
  • Agile/Scrum facilitated workshops
    • Techniques for identifying the product backlog in Sprint Zero
    • Categorizing stories into themes
    • Writing user stories and high level acceptance criteria deriving requirements
    • User story prioritization via MoSCoW
    • Identifying Sprints and Releases
    • Grooming stories within Sprint backlogs with lower level user stories and/or detailed acceptance criteria
  • Planning for success
    • Resolving overlapping rules and responsibilities
    • Identifying, evaluating and mitigating risks
    • Developing high level plans
    • Developing detailed project plans/business analyst plans
    • Conducting lessons – learned sessions
  • Ending the JAD workshop
    • Reviewing and assigning issues
    • Identifying next steps, who and when
    • Closing the workshop

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Who should attend

Anyone keen to collapse the calendar time in developing requirements and interested in learning about powerful meeting facilitation skills would find this course useful. The course is highly recommended for –

  • Business system analyst
  • Business analyst
  • Business customer or partner
  • Systems analyst
  • Designer
  • Developer
  • Project manager
  • Team leader
  • IT manager
  • IT director
  • Scrum Master
  • Product owner


There are no prerequisites for this course.

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