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1. JAD Session FacilitationPresented by: Kate Gwynne
3. Introduction Presented by: Kate Gwynne
ICC Consultant and
KGwynne@ICCOhio.com
State Auto Business Analysis Practice Lead
Kate.Gwynne@StateAuto.com
JAD Sessions
Joint Application Design / Development
Term coined by IBM in the late 1970s.
Six Thinking Hats
Developed by Dr. Edward de Bono
4. What is a JAD Session?
5. A JAD Session is . . . A methodology that involves the client or end user in the design and development of an application, through a series of collaborative workshops called JAD sessions.
A facilitated, interactive workshop that promotes information discovery and delivers specific, pre-defined products through:
Questioning
Elaboration
Clarification
6. Why JAD? JAD approach is thought to lead to faster development times and greater client satisfaction, than traditional development approach
The client is involved throughout the development process
An effective JAD Session replaces lengthy e-mail chains
Routed documents might not get to the right people
Gathering people together gives an opportunity to
Review deliverables
Ask questions
Gain clarity
Discuss options
7. Meetings vs. JAD Session Meeting
Minimal preparation
Led by manager or team leader
Goal is information exchange
Little interaction - unless specific information is needed from participants JAD Session
Extensive preparation
Led by neutral facilitator
Goal is to create or verify deliverables through information discovery, creation, and clarity
Intense interaction
8. When is a JAD Session effective? Project is…
large and/or spans much time
high risk
complex requirements
Can bring necessary people together in one room
Have sponsor support
Have a neutral facilitator
9. When is a JAD Session ineffective? Project is…
Small
Low risk
Few requirements
Inconvenient to bring people together
Or more than 15 people need to attend
No neutral facilitator
No sponsor support
Not enough time for planning/pre-work
10. Who participates in a JAD Session? Workshop Sponsor
Authorizes and legitimizes workshop
Ex. Project Manager, Analyst
Project Sponsor
Authorizes and legitimizes workshop
Ex. Product Manager, Business Manager, VP, Project Manager
Facilitator
Plans and designs workshop, leads process
Ex. Analyst, HR, Developer, Project Leader, External Facilitator
Content Participant
Creates workshop/JAD Session products
Ex. Technical Writer, Analyst, Developer
Scribe
Records notes and work
Ex. Technical Writer, Analyst, Administrative Assistant, Developer, QA
Subject Matter Experts
Available to answer questions or clarify objectives
Ex. Analyst, End-User, Project Manager, Developer
Observer
Listens and learns
Ex. Project Sponsor, Workshop Sponsor, any new team member
11. What Makes a Successful JAD Session Facilitator?
12. A Successful Facilitator…Plans Coordinate
Works with Workshop Sponsor to determine deliverables
Reserve
The right room and equipment
Invite
The right participants
No more than 15
Confirms all roles are filled for maximum success
Investigate
Potential for negative conflict, controversy, and hidden agendas
Communicate
Create an agenda
Set expectations
13. A Successful Facilitator…Leads Introduce
The purpose, process, and expected outcome
Ensure
Everyone is starting with a common level of understanding
Ground rules are established
Encourage
Participation amongst all
14. A Successful Facilitator…Observes Watch
Participant body language
Interaction between people
Listen
To the path the conversation is going
To the tone of the people involved
Intervene
With a comment when appropriate
With a question to test the validity of a comment or statement made
Redirect
People back to the topic
Conversations that are off-topic
15. A Successful Facilitator…Resolves Understand
Group dynamics
Hidden agendas
Personal issues
Promote Healthy Conflict
Identify real issues
Introduce new ideas
Build trust
Deter group think
Resolve Unhealthy Conflict
Review ground rules
Discuss issue and options
Break
Parking lot
16. A Successful Facilitator…Verifies Debrief
Summary of topics covered
Review parking lot items
Confirm all items are assigned with who, what, how, and when
Determine
Goals of the JAD session were met
If appropriate items were created
Next steps
Survey
What went well and what didn’t
Environment, equipment, topics, etc.
17. Tools of the Trade Facilitator Checklist
Your pre- and post-meeting To-Do List
Agenda
Distribute prior to meeting, but have copies available
Flip Chart (Post-It)
Ground rules
Parking lot items
Glossary / project terminology
Goals / deliverables
Parking Lot
Side bar topics
Outstanding issues
Decisions to be made
Clock
Take breaks
Discreetly monitor lengthy speakers or topics
Red Card
Allows participants to indicate that discussion needs to stop or move
Survey
Hand out at end or session, or send out by e-mail
Food / Beverage
18. What is “The Six Thinking Hats”?
19. “The Six Thinking Hats” is . . . An approach to decision making that helps reduce confusion
Also called:
Parallel Thinking
Role Playing
A method of communication that guides everyone to look at a situation in the same way at the same time
20. How can 6 Hats help a JAD Session? Simplifies and organizes the thinking process
Reduces opportunities for arguments
Provides direction and guidance
Allows people to switch their thinking style
21. 6 Hats Represented by 6 Colors The White Hat
Neutral and objective
Concerned with facts and figures
The Red Hat
Suggests anger and rage
It’s the emotional view
The Black Hat
Serious and somber
It’s cautious and identifies weaknesses in ideas
The Yellow Hat
Sunny and positive
Optimistic and hopeful thinking
The Green Hat
Abundant growth
Indicates creativity and new ideas
The Blue Hat
Cool, calm, and in control
Organizes the thinking process and use of other Hats
22. Now it’s your turn to put on yourThinking Hats !
24. Blue Hat What is the topic for discussion?
What is the Hat sequence?
25. Red Hat How does looking at the pictures make you feel?
26. Green Hat List a variety of ways that you could go about fixing the situations in the picture.
How would you communicate those ideas?
27. White Hat What information do we have?
What information do we need?
What are the logistics (time, resources, money) associated with Green Hat ideas?
28. Yellow Hat What are the pros (benefit and value) of the Green Hat ideas?
29. Black Hat What are the cons and associated risks of the Green Hat ideas?
Which is the least practical and why?
30. Blue Hat What solution(s) did we agree upon?
31. Red Hat How did we do as a group?
Are we happy with the outcome?
32. In Summary. . . Remember that 6 Hats is not a way of categorizing people; it’s a way of guiding discussions.
It’s only one method of facilitation, but it’s an effective one!
To learn more about The 6 Thinking Hats, visit their website: http://www.debonogroup.com
33. Thank you!