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BA 301- Facilitation for Information Management Professionals

Duration: 3 – 4 days

Facilitation is a very necessary skill for Information Management professionals, since they are called upon regularly to lead requirements discover sessions, work on projects with different groups of people, and mange the development of common understanding of complex data and processes.

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Description

Facilitation is a very necessary skill for Information Management professionals, since they are called upon regularly to lead requirements discover sessions, work on projects with different groups of people, and mange the development of common understanding of complex data and processes.

This presentation provides an overview in facilitation techniques needed for conducting workshops and business meetings. It highlights: facilitation concepts, psychological interactions and communication style differences, techniques for a successful facilitator, creating agendas and scripts for facilitating, techniques for handling difficult groups and common interpersonal problems.

The attendee will gain an understanding of the importance of understanding the concepts in group dynamics and how proper facilitation can improve them, the critical success factors of facilitation in the context of information management, offer some suggestions for avoiding common problems, and deliver a successful meeting with appropriate documentation. Attendees will practice many of the techniques presented in the workshop to increase their experience with facilitation.

Objectives

The objectives of the seminar are to:

  • Learn and develop:
  • active listening skills;
  • building agendas for project planning and decision making sessions;
  • consensus building and facilitation techniques for group dynamics
  • Provide practical group and individual exercises for facilitating requirements, modeling and other information management activities
  • Supply sample agendas, scripts and templates describing how to capture the various deliverables used in information management efforts
  • Simulate actual facilitation sessions to demonstrate proper techniques and to describe facilitation and information management concepts

Seminar Content

  • Introduction
  • Project Management for facilitated sessions
    • Overview of workshop process
    • Preparing for the facilitated workshop
    • Key characteristics and techniques for a successful workshop
    • Post workshop activities
    • Workshop roles/responsibilities
  • Communication Techniques
  • Facilitation
    • Key components of a facilitated session
    • Facilitation skills
    • Managing conflict and group dynamics
    • Exercise – Active Listening Skills
    • Common interpersonal problems and techniques for addressing them
    • Techniques for facilitating difficult groups
    • Presentation skills
    • Techniques for creative thinking
  • Building an agenda
  • Facilitation Exercise – each student facilitates a short workshop session and is provided with feedback
  • Exercise – Creative Thinking and Trouble-shooting
  • Organizational Planning
    • Principles and terminology
    • Agendas, scripts and facilitation techniques
  • Project Planning and Problem Solving
    • Principles and terminology in project planning and agenda creation
    • Facilitation techniques for solving session problems
    • Scoping the session(s)
  • Exercise – Building a workshop approach
  • Case Study Exercise – Agenda Building and Facilitation Experience – Each student prepares and creates an agenda and facilitates a session.
  • Workshop Conclusion
    • Summary, advanced exercises, resources for further study

About the Course Designer

This training was designed by David Marco, PhD, an internationally recognized authority on data and AI governance, to help teams succeed in real organizational conditions. The curriculum equips participants with practical judgment, shared language, and decision clarity that hold under scale, risk, and executive accountability.

David Marco PHD EWSolutions

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