Course Description

Facilitation Techniques for Business Analysis

Available Modalities:

  • e-Training
    Next Sessions: Not Available in this Modality
  • Public Classroom
    Next Sessions: Not Available in this Modality
  • On Site
    Next Sessions: At Your Facility

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Delivery Method PDU Total Technical PMP/PgMp Leadership Strategy PMI RMP PMI SP PMI ACP PfMP PMI PBA
Instructor-led training 15 3 0 0 3 3 3 3 3
Virtual instructor-led training 15 3 0 0 3 3 3 3 3
Delivery Method Instructor-led training Virtual instructor-led training
PDU Total 15 15
Technical PMP/PgMp 3 3
Leadership 0 0
Strategy 0 0
PMI SP 3 3
PfMP 3 3
  • CDUs: 15
  • CEUs: 1.5
  • CPEs: 18
  • PDUs: 15

Contact us todayFor more information about this course, speak now to a training coordinator on +44 (0)20 3743 2910 or by using the chat box ⇲. You can also send us an email or complete the contact form, and we will get back to you shortly. Help us understand your background, experience, challenges and goals and we will help you to select the most suitable learning path.


Those practicing business analysis spend a significant amount of time facilitating sessions to gather requirements and other information, yet many facilitators lack formal training on how to effectively do so.  A successful facilitation session results in requirements and information that can be analysed and worked with once the session is complete. Facilitation Techniques for Business Analysis focuses on teaching the facilitation skills necessary to elicit and analyse requirements on a project.  

In this highly interactive course, delegates will learn how to effectively help stakeholders define their needs and form these into quantifiable requirements through facilitation. As a facilitator, this involves learning how to prepare for and conduct both face-to-face and remote group sessions, being exposed not only to several facilitation techniques, but also effective facilitation practices and how to manage conflict in a session. Most importantly, it provides the opportunity to practice these skills in a safe environment with a trained facilitator who will guide participants through various activities.

Attendees will leave the class with the confidence to prepare for a session, including creating a facilitation plan, motivating a group’s participation, building consensus, managing conflict, maintaining session focus and evaluating results for lessons learned.  This course can help individuals at all levels who need to better facilitate meetings and workshops around requirements or other specific outcomes. While the course focuses in the business analysis space, this is applicable to all disciplines (agile PM, traditional PM, contracting, etc.)  

  • Define facilitation in the context of business analysis
  • Identify opportunities for facilitation in business analysis
  • Explain the role and responsibilities of a facilitator
  • Plan a facilitation session
  • Choose appropriate facilitation techniques for a given session
  • Conduct a facilitation session using best practices
  • Manage conflict during a session    
  • Facilitation and Business Analysis

    What Is Facilitation?

    The Facilitation Process

    What Is a Facilitator?

    Facilitation in Business Analysis

    Facilitation in Business Analysis Is Iterative

    Roles in Facilitated Sessions

    The Importance of the Role of the Sponsor and SMEs

    BA Facilitation Opportunities

    Good Facilitation is a Combination of Techniques and Practices

  • Facilitation Conflict Techniques

    Argument vs. Debate

    Types of Conflict During Facilitation

    How to Prevent Group Dysfunction (The Basics of Team Dynamics: ‘Forming, Storming and Norming’)

    Managing Conflict Between Participants

    Managing Conflict with a Participant

    How to Handle ‘Negativeholics’

    How to Handle Resistance to Change

    How to Manage Diverse Groups and Other Cultural Considerations

    Intervention During Conflict

    Resolving Issues

    Steps for Working Toward Consensus

  • Facilitation Practices

    Facilitation Practices Overview

    Executing a Facilitation Session: Prior, During, Ending

    Active Listening

    Generating Participation




    Maintaining Focus

    Using Visual Aids



    Synthesising Ideas


    Executing a Facilitation Session

  • Facilitation Session Planning and Techniques

    Considerations for Session Planning

    Session Planning: Objective and Participants

    Session Planning: Potential Risk

    Risk Management Plan

    Session Plan: Environment

    Considerations for Remote Sessions

    Take Advantage of Virtual Tools

    Remote Session Tips

    Session Planning: Agenda and Techniques

    Facilitation Techniques Overview


    Idea Generation/Grouping/Categorisation


    Focus Group

    Various Requirements Workshops (i.e. Process Improvements, JAD’s,  Agile Iterations, others)

    Gap Analysis

    Root Cause Analysis (i.e. Fishbone Diagram, 5 Whys);

    Force Field Analysis


    Criteria-Based Grid

    Impact/Effort Grid

    Verification of Facilitation Session Plan

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