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Page 1: I I B A  V2007

RUNNING SUCCESSFUL AGILE COLLABORATIVESESSIONS Las Vegas IIBA Meeting

July 7, 2009

Steve Blash, PMP

Greta Blash, PMP

Blash Enterprises, Inc.

702 917-2444

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AGENDA

Introduction to Facilitated Collaborative Meetings

FCM Framework

FCM Planning

FCM Process

FCM Results

“The time has come,” the Walrus said,“to talk of many things.”

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INTRODUCTION TO FACILITATED COLLABORATIVE MEETINGS (FCM)

Background

… JAD

Chuck Morris, IBM Raleigh and

Tony Crawford, IBM Toronto - 1970s

… SCRUM

Hirotaka Takeuchi and Ikujiro Nonaka - 1986

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BENEFITS

Accelerated Sessions

Improved Communication

Increased Quality

Enhanced Teamwork

Reduced Wasted Time

Superior Documentation

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MEETING CATEGORIES

Informational

… One-time

… Recurring

Training/Coaching

Decision Making

Problem-Solving

… Single session

… Multiple sessions

“It would have made a dreadfullyugly child: but it makes rather a handsome pig, I think”

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FCM FRAMEWORK

Planning

Executing

Monitoring and Control

Closure/Results

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FCM PLANNING

Why - Purpose

What – Content and Outcome

Who – Roles

How - Techniques

When and Where - Logistics

“Would you tell me, please, which way I ought to go from here?”

“That depends a good deal on where you want to get to,” said the Cat.

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MEETING CONTENT

• Subject matter of the meeting

• Purpose of meeting related to subject matter

• Medium used

• High Tech

• Low Tech

• Content must be:

- Defined before or created in meeting

- Stated and written for all to view

- Discussed and understood by all participants

- Refined or modified to meet expectations

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PARTICIPANTS

Team oriented individuals

Have the most important role

Are responsible for what transpires in meeting

Perform the work

Make decisions

Solve problems

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MEETING ROLES

Participants must:

- Play a role in the meeting

- Understand the responsibility of each role

- Control the quality of the content

- Have a profile on their background related to the meeting

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FCM EXECUTION

Needs to be controlled

Needs to be orchestrated 

Requires participants to speak and listen

Needs rules regulating behavior of participants

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ELICITATION TECHNIQUES

Flip-charting

Brainstorming

Facilitated Dialogue

Nominal Group

Affinity Analysis

Prioritization Techniques

Break-out Groups

“Curiouser and curiouser,”

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MEETING SESSIONS

Opening

… Ground rules

… Process review

Content Preparation

… Build

… Review

Closing

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TEAM MEMBERS• Presenter: Presents the context of meeting

• Facilitator: Conducts and controls meeting

• Recorder: Responsible for documenting content, issues and notes of meeting

• Participants:

– Generates meeting content

– Identify issues

– Assure the quality of meeting

• Stakeholder: Advocates meetings

• Observers: View meeting, but does not participate

• Mentor (optional)

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FCM MONITOR/CONTROL

Facilitator must ensure that the meeting content is related to the:

- Purpose of the meeting

- Meeting objectives

- Meeting agenda

- Meeting deliverables

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WORKSHOP BEHAVIOR RULES (1 OF 3)

• Meeting Process Rules

– Don't talk on top of others

– Be aware of time

– The facilitator is in charge

“Take care of the sense, and the sounds will take care of themselves”

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WORKSHOP BEHAVIOR RULES (2 OF 3)

• Meeting Content Rules

– Listen attentively to others

– Focus on subject matter

– Don't worry about correcting spelling or grammar errors 

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WORKSHOP BEHAVIOR RULES (3 OF 3)• Participant Rules

– Limit side conversations

– Each person has the right to speak

– All team members are equal

– Criticize the work, not the person

– If you can't be nice, don't participate

– What's said - stays in the room (not only in Vegas)

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FCM CLOSURE/RESULTS

The artifacts of the meeting must include:

… Planning documents

… Session conversation

… Finalized deliverables

… Review/feedback

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SUMMARY

FCM can be used to improve problem-solving or creative meetings

Planning, Execution, Monitoring and Control and Closure are essential for success

- “Begin at the beginning,” the King said, very gravely, “and go on till you come to the end: then stop.”

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For more information please feel free to contact us:

Steve Blash, PMPGreta Blash, [email protected]@blashenterprises.com702 917-2444

Graphics : http://victorianweb.org/art/illustration/tenniel

Thank You

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WORKSHOP BEHAVIOR RULES

• Meeting Process Rules

– Don't talk on top of others

– Be aware of time

– The facilitator is in charge

• Meeting Content Rules

– Listen attentively to others

– Focus on subject matter

– Don't worry about correcting spelling or grammar errors 

• Participant Rules

– Limit side conversations

– Each person has the right to speak

– All team members are equal

– Criticize the work, not the person

– It's O.K. to disagree

– If you can't be nice, don't participate

– What's said - stays in the room (not only in Vegas)