The Conference Call Awakens

JB Metcalf, CBAP

December 9th, 2015

Long time ago in a Career Bio far, far away25 yrs in the IT industry

Support, Development, Consulting Automotive, Logistics, Mortgage Svc, etc…

Founding member of Dayton IIBA Chapter

Currently Chapter President – 5+ yrs

CBAP Certified – 5+ yrs

Group Activity

JEDI CONFERENCE CALLS

List of good items Tips Etiquette

DARTH CONFERENCE CALLS

List of evil items Problems Challenges

Become Conference Call Jedi

Use the FORCEF – Familiarize yourself with the

Technology

Conference Call Technology

Conference Call Services Intercall, Webex, Goto Meeting, In-house▪ Common Features▪ Ability to Mute / Unmute all lines▪ Roll Call▪ Record the Call▪ Security

Technology

Collaboration Services GotoMeeting, Webex, Google Hangout▪ Sharing Content▪ Security code▪ Calling your phone

Applications BA Tools (ex. Office Suite products) Developed product (COTS or custom)

Become Conference Call Jedi

Use the FORCE F – Familiarize yourself with the

TechnologyO – Organize and Prepare

organize and Prepare

Prior to the meeting Identify Attendees Establish Meeting Agenda /

Goals Include any pre-read

materials Send Meeting Invite▪ Conference Call #▪ Participant Code▪ Security Code (optional)▪ Collaboration web link

organize and Prepare

Meeting Time Have Applications open and ready Have Questions prepared Invitee List

Become Conference Call Jedi

Use the FORCE F – Familiarize yourself with the

Technology O – Organize and PrepareR – Respectful

Respectful

Arrive to the call on time Mute phone when not speaking Attempt not to talk over each other Say name prior to commenting Be prepared and ready to discuss topic(s) Keep time contract of conference call

Become Conference Call Jedi

Use the FORCE F – Familiarize yourself with the

Technology O – Organize and Prepare R – RespectfulC – Concise

Concise

Be sure to keep on topic Parking Lot Set up another meeting

Do not ramble

Become Conference Call Jedi

Use the FORCE F – Familiarize yourself with the

Technology O – Organize and Prepare R – Respectful C – ConciseE – Engaged

Engaged

Be present to the Call Do not be working on something else.

Conference Call Jedi Master

Use the FORCE F – Familiarize yourself with the

Technology O – Organize and Prepare R – Respectful C – Concise E – Engaged

questions