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Table of Contents
Copyright Notice
Table of Contents
Table of Contents
COPYRIGHT NOTICE........................................................................................2
TABLE OF CONTENTS......................................................................................3
REQUIREMENTS WORKSHOP PREPARATION CHECKLIST....................................4
DEFINING THE WORKSHOP PURPOSE...............................................................6
WORKSHOP PURPOSE WORKSHEET................................................................7
WORKSHOP PURPOSE STATEMENT (DELIVERABLE)...........................................8
STAKEHOLDER PROFILING...............................................................................9
AGENDA WORKSHEET...................................................................................10
PLANNING A WORKSHOP ACTIVITY.................................................................11
ACTIVITY WORKSHEET..................................................................................12
WORKSHOP CHARTER EXAMPLE....................................................................13
ANNOTATED AGENDA EXAMPLE......................................................................14
WORKSHOP EVALUATION...............................................................................17
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Purpose Statement.
Agenda.
Ground Rules.
Issues.
Parking Lot.
Other visuals appropriate to the specific deliverables or outcomes.
Workshop Evaluation Form.
Refer to Workshop Evaluation for an example template.
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purpose of this workshop is to identify user roles that interact with the fulfillment pro
The scope includes only user roles that interface directly with the fulfillment process.
ake a visual model of the user roles and their inputs and outputs to the fulfillment proc
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Scope:
What will be included?
Objective:
What is to be accomplished?
Deliverable:
What tangible work product is to come out of the workshop?
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Members/Participants:
Reference Stakeholder Profile.
Who is involved on a regular basis?
Due Date:
What is the expected result of the meeting? What is the form of that result? Is a
decision supposed to be made? Is a plan to be created? Are there any expected
actions to be completed?
1.
2.
3.
Ground Rules:
What is expected of the participants? How will participants treat each other? How will decisions be made
such as voting or other means?
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Stakeholder Profiling
Stakeholder Profile Template:
Stakeholder Name
Area of Business/
Topic of Expertise
(I need someone who
knows ________?)
Little
Some
Proficient
Expert
1
2
3
Name nStakeholder
Name 6Stakeholder
Name 5Stakeholder
Name 4Stakeholder
Name 3Stakeholder
1
2
3
Name 2Stakeholder
Area of Business/
Topic of Expertise
Name 1Stakeholder
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Worksheet
Workshop Purpose:
The purpose of this workshop
is to (summarize the expected outcome)
so that (identify how the requirements deliverables will support the project objective).
Location:
Date:
Participants:
Participants Role:
Time:
Workshop Start:
Welcome and Introductions
Review the workshop purpose statement
Present the agenda
Explain the ground rules
Executive kick-off
Workshop Process (Activities):
1.
2.
3.
(insert additional rows as needed)
Workshop Finish:
Review workshop accomplishments
Identify next steps
Review and assign open items
Evaluate the workshop
Time Allocation:
Time Allocation:
Expected Outcome:
Time Allocation:
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Agenda Step
As displayed for the participants
1st
Purpose
Answer, Why are we doing
this step?
Document/Output
Tangible work product
Process Steps
2ndPrecisely what steps, questions, and so on, will you follow to do this step
3rd
Estimated Time
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Activity Worksheet
1st
3rd
1st
2nd
Agenda
Step
Estimated
Time
Purpose
Process 1.
Steps
2.
3.
1st
Document
1st
Agenda
Step
Estimated
Time
Purpose
3rd
1st
2nd
Process 1.
Steps
2.
3.
1st
Document
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Acquire
Operate
Control
Define each sub-process
What comes in?
What is done?
What goes out?
Identify general requirements
Review & Wrap Up
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Workshop Process
Document
30 minutes
Identify the boundaries of the business process in the scope of the workshop. It
defines what it is and why it exists.
1. Define purpose to the participants.
2. Ask the participants to state the purpose in 25 words or less.
Label the flipchart Purpose
The purpose of menu planning is to
so that
3. Hang the flipchart on the wall
Capture the purpose statement on a document labeled Purpose.
Document
30 minutes
Generate a list of possible processes within business. Sets the stage so participants
have a comprehensive list to work with.
1. Label the flipchart Do This
2. Ask the participants to pair off and work in small group to brainstorm a list of what is
done to support the purpose.
3. Ask the teams to share items from their lists.
Write them on the flip chart in Verb-Noun format.
This requires no documentation. The next step will document the results.
Document
Up to 4 hours.
To consolidate the candidate list developed earlier and end up with 5 to 10 processes.
Defines the first level of decomposition of the business.
1. Review the list created in the previous step, looking for common nouns.
2. For each item listed ask the participants (goal) why do you do this? Write the
response next to the item. Continue with the next item, if it has the same goal then roll
it into the previous one. When a number of items relate (due to common goal), ask the
participants to name the process.
3. Write the process name on a new page of flipchart.
4. Define the purpose of each process
5. Review all of the purposes to ensure that the combined purposes support the
business purpose.
Capture the Processes on a document labeled, Process Descriptions along with each
associated process purpose.
Write the name of each process onto a large post-it using a marker so it can be read
from the back of the room. Set it aside for the next step.
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Document
Document
Up to 8 hours
This completes the process model by detailing the sub-processesdescribing
what happens. This helps to validate the previous stepsall changes roll up
and affect previous work (make adjustments).
1. Set a pattern for the sub-process definition:
a. What comes in?
b. What is done?
c. What goes out?
2. Break the participants into small groups based on their expertise.
3. Check in on the small groups while they are working.
4. Reconvene the groups. Have each group present their work. Ask for
questions from the participants.
5. When all are in agreement, summarize what they have done.
Document the sub-process descriptions in the appropriate Process Description
section. If you have a CASE tool, capture the process descriptions and final
process model using the CASE tool.
Workshop Finish
Review the effort
Identify next steps
Assign open items
Evaluate the workshop
Close
Copyright 2016 Requirements Quest. All rights reserved.
Copyright Notice
Workshop Evaluation
Participant Name:
Date:
Workshop Title:
Facilitator:
For each item, please circle one number that best describes your opinion. If you rate any item lower than 3,
please explain why in the comments section below.
Ranking Scale: 1=Poor, 2=Needs Improvement, 3=Average, 4=Above Average, 5=Excellent
The Workshop:
1 = Poor, 5 =
Excellent
1 = Poor, 5 =
Excellent
1 = Poor, 5 =
Excellent
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