Tuesday, 05 September 2017 07:34

Agile Framework - a Different Method of Elicitation

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Elicitation can be tricky. Generally, stakeholders know something needs to change or must be created but....

may have a difficult time articulating what that looks like, which makes it difficult to design a solution that adds value to a business process or software system.

After working as a business analyst in IT software development for seven years, I made a career move to learning and development (L&D) for a newly developed division in my existing company with close to 200 people. I became a training department of one. One of my first directives was to figure out how to accelerate the training process because the division expected to hire more than 75 people in the next two years in the midst of 45% attrition due to retirements and a challenging business environment.

The biggest transferrable skill from business analyst to learning guru was the elicitation and collaboration process. In L&D, it’s called a needs assessment – in my case, this meant determining what a division of five distinct departments needed to make training faster and stronger. Sounds easy, right? The challenges resembled every IT project I had worked on in the past. Department leaders didn’t have time to devote to the process, the managers wanted a magic bullet or easy fix and finally, the managers thought the existing process was working. My analyst instincts were on high alert.
My first step in the elicitation process was getting the right people into the process and clearly defining who would benefit most from a change in the process. The people who had the most at stake were the front-line employees in the individual departments. This group would gain the most by getting trainees up to speed faster than before, enabling the trainee to become immediately effective, in turn, increasing the productivity of the entire team.

The next challenge in facilitating the elicitation process was getting a group of diverse employees to quickly brainstorm the problem and identify their needs while recognizing that each department had a distinct set of business processes and represented a different step in the workflow.

The elicitation for the problem was scheduled to occur over three, one hour sessions. For the elicitation process, I utilized a concept from David Crowther and Jim O’Loughlin and the Agile Performance Group called the Agile Framework for Facilitating Strategic Conversations. The process is designed to gather information from stakeholders in a way that removes the tendencies of bias, emotional decision-making and fear of risk. A power facilitator (me!) works with a team of people in a three step, diagnostic process. The process promotes openness and collaboration, where all participants brainstorm ideas and everyone has equal input into the process. We used a series of three brainstorming questions to discover the root cause of the stated problem (how can we accelerate the training process), describe the ideal solution and come up with valid, valuable and implementable solutions. The first step determines “Where are we?”. Stakeholders independently consider where they are in relation to the problem – in other words, what is the current state?

After my first elicitation session, it quickly became clear that the roadblocks were bigger than making the training process faster. The stakeholders quickly identified the real issues – the departments had no structure to the training process, trainers were not equipped to train successfully and there were no tools or documentation for the training process. The added challenge was that each department’s process and tools needed to be consistent among all departments, even though each performed a distinct function. Our problem had suddenly changed from making the process faster to making the training process structured…a problem that looked very different than making it faster.


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After all stakeholders agreed on the “where are we”, the group moved onto to the second question in the process. “Where do we want to be?” This is where a good business analyst or power facilitator is the most crucial – encouraging the brainstorming process so that all stakeholders have a voice and are willing to buy into the final, desired product. The group came up with four key areas of development:

  1. Materials, documentation and videos to support a hybrid self-guided and trainer led program
  2. Trainers who have the tools, qualifications and desire to be a part of the training process
  3. Milestones and checklists so trainees, trainers and managers can visually see where the trainee is during the training progression
  4. A structured on-boarding process for all new employees.

After the team confirmed the elicitation results (the desired end state), we went to work creating a task list and process map for next steps. The department stakeholders broke into functional teams to design what we’re now calling the Training Framework. Phase 1 of the framework has been successfully implemented and components include a training checklist with clear milestones, a Train the Trainer certification and an onboarding outline with courses designed to introduce teammates to the company and the industry. Phase 2 is underway and includes the documentation and tools required to support the training process.

Although the stakeholders were not well versed in business analysis, by providing a frame of reference and a clear understanding of where we wanted to be, we were able to incrementally develop and implement a useable product over the course of three months. Had we not taken a step back to look at the real problem, the solution would not have met the real need of the division. Engaging the stakeholders in the business analysis process guaranteed the desired outcome that meets the needs to the employees and the department as a whole.

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Colleen Berish

Colleen Berish is a former IT Business Analyst and a content contributor to the BABOK 3.0 effort. She currently uses her analysis and technical writing skills in the world of corporate learning and development. Learn more about Colleen from her blog or website: https://cllnberish.wordpress.com or berishbusinesswriting.com.

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