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Book Index: Facilitating the Project Lifecycle : The Skills & Tools to Accelerate Progress for Project Managers, Facilitators, and Six Sigma Project Teams
Summary TOC Look Inside Comments Index
A
Acceleration of projects, with facilitated work
sessions, 10
Action items: defined, 56; displaying, 198; as focusing
technique, 242–245
Active listening. See Facilitated dialogue
Affinity analysis: defined, 211–212; how to facilitate,
213–214; when to use, 368
Agendas (prep conference calls): Business Requirements
Work Sessions, 139–141; Process Analysis and
Design Work Sessions, 121–124; Project Charter
Work Sessions, 106–107; Work-in-Progress Review
Sessions, 172–175
Agendas (prep meetings), Risk Assessment Work Sessions,
155–157
Agendas (work sessions): Business Requirements
Work Sessions, 142–146; confirming, 85; developing,
73; displaying, 198; as focusing technique, 238–239;
Process Analysis and Design Work Sessions,
125–130; Project Charter Work Sessions, 108–111;
reviewing, in work sessions, 86, 89; Risk Assessment
Work Sessions, 158–161; sending, to participants, 78;
Work-in-Progress Review Session, 177–180
Alexander, C., 46
American Society for Quality (ASQ), 375
Appearance, facilitator, 37–38, 57, 62
Assumptions, 277–278. See also Guiding factors
B
Baum, F., 82
Beavin, J., 189
Berra, Y., 192
Best Practices, 9
Bittel, L. C., 69
Books, recommended, 369–371
BPR Online Learning Center, 372
Index
379
Brain functions, left/right, 34
Brainstorming, 202–205; benefits of, 202; how to facilitate,
202–204; materials needed for, 204–205; tips on,
203, 204, 205; uses of, 202; variations on, 204; when
to use, 368
Breakout groups, 232–236; benefits of, 232; case
example of, 233; how to facilitate, 232–235; materials
needed for, 235; tips on, 235–236; uses of, 232; when
to use, 368
Breaks, in work sessions, 90
Bush, M. W., 10, 33
Business Guide to Reengineering Books, 372
Business modeling, books on, 370
Business requirements, books on, 370
Business requirements documents (BRDs), components
of, 135–137. See also Requirements tables
Business Requirements Work Sessions, 137–151;
approach to, 137–138, 141, 147; benefits of, 137; conducting
face-to-face session, 141–146; defined, 17;
outputs of, 149; participants in, 148; prep conference
call for, 138–141; prerequisites for, 147–148; techniques
for, 149–150, 368; tips on, 150–151; when to
use, 18, 19, 20, 22, 137, 367; wrapping up, 147
C
Carroll, L., 189
Categorizing. See Nominal group
Catering, 74
Change: adherence to project methodology and, 7–8;
corporate context for, 5–6
Churchill, W., 94
Clients, on skills needed by facilitators, 34, 36–37
Closed-ended questions, 207
Closing activities, 88–89
Cofacilitators, 48–49
Collaboration, education on benefits of, 45–46, 47
COPYRIGHTED MATERIAL
380 Index
Communication, 189–196; basic principles of, 190–195;
evidence of effective, 190; importance of, 189–190;
nonverbal, 91, 191–192; with participants before
work session, 75, 78; participants’ information processing
preferences and, 60–61; recommendations
for effective, 61–62; responsibility for, 192–193; selfknowledge
and, 194–195; “7-plus-or-minus-2 rule”
and, 299; tips on, 195–196
Competencies, facilitator, 34, 35
Compound questions, 207–208
Conducting work sessions, 82–93; Business Requirements
Work Sessions, 141–146; closing activities,
88–89; common derailers, 92; concepts for, 55–58;
deliverable-building activities, 87–88; facilitator
behaviors and attitudes, 38, 58–66, 68, 91–92; final
preparations, 84–85; managing people, 90–91; managing
process, 85–90; opening activities, 86–87;
Process Analysis and Design Work Sessions, 120,
125–130; Project Charter Work Sessions, 105,
108–111; responsibilities for, by role, 82–83; Risk
Assessment Work Sessions, 158–161; taking breaks,
90; tips on, 93; Work-in-Progress Review Sessions,
176–180
Conference calls. See Prep conference calls
Consideration, communication and, 194
Constraints, 278. See also Guiding factors
Context diagramming, 329–344; conventions used in,
332–337; defined, 329; how to facilitate, 337–342;
interconnections or interactions as focus of, 329–331;
sample context diagram, 343; uses of, 329; when to
use, 368
Corporate culture: adherence to project methodology
and, 7–8; attitude of learning in, 6
Creative Problem Solving Institute (CPSI), 375
Critical to quality factors (CTQs): conventions for representing,
261; defined, 259; how to facilitate development
of, 262–263; interrelationship between
objectives (project), targets, and, 260; tips on,
265–266
Crosby, P., 12
CTQs. See Critical to quality factors (CTQs)
D
Dates of work sessions, determining, 72–73
Decision making, defining approach to, 71–72
Defining objectives and targets. See Critical to quality
factors (CTQs); Objectives (project); Targets
Deliverables: activities for building, 87–88; of Business
Requirements Work Sessions, 149; defining, of work
sessions, 71; displaying, 199; finalizing, 96–97; highquality,
97–98; managing completion of, 98–99;
necessity of knowing, 57–58; of Process Analysis and
Design Work Sessions, 131–132; of Project Charter
Work Sessions, 113–114; required, for every project,
13–14; reviewing, with project sponsor and project
manager, 98; of Risk Assessment Work Sessions, 164;
Work-in-Progress Review Sessions and, 167–170,
180, 181–182
DeMarco, T., 8
Dependencies, 279. See also Guiding factors
Detail, level of, 58–59
Development process, noncollaborative, 47
Disruptive behaviors, as work session derailer, 92
DMAIC lifecycle. See Six Sigma methodology
Documenting facilitated dialogue, 208–209
Documenting work sessions: misconception about, 38;
results emphasized in, 87–88
Documents: business requirements, 135–137; caution
on, in luggage, 95; confirming readiness of, 84; creating
and making copies of, 79; process analysis and
design (PAD), 116–118; project charters, 103–104; risk
assessment, 152–153; work-in-progress (WIP) deliverable
table, 167–170
Dress, facilitator, 62
E
eBizQ, 372
Eckes, G., 8
Equipment, for work sessions, 75, 76–77, 84
F
Facilitated dialogue, 206–210; benefit of, 206; how to
facilitate, 206–209; materials needed for, 209; tips on,
209–210; uses of, 206; when to use, 368
Facilitated discussion. See Facilitated dialogue
Facilitated work session prerequisites. See Prerequisites
Facilitated work sessions: assessing project readiness
for, 46; benefits of, 10–11; caution on first experience
with, 66–67; characteristics of, 15–16, 55–56; defined,
15; defining outcomes of, 71; defining success of,
52–53; determining if project requires, 16–17;
education on benefits of, 45–46, 47; key
responsibilities for, 28; roles of players in, 25–31;
single versus multiple, 49–52; types of, 17–18; where
in project lifecycle to use, 18–20, 22, 367. See also
Conducting work sessions; Preparing for work
sessions; Wrapping up work sessions; specific types
of sessions
Facilitation: common misconceptions about, 38–39;
defined, 32; deliverable-based, 15; resources on,
369–370, 371, 372–374; as skill required of project
managers, 9–10
Facilitation Factory, 372
Facilitation techniques. See Techniques
Facilitators: appearance of, 37–38, 57, 62; attitudes and
behaviors of, when conducting work sessions,
91–92; balancing act of, 38, 58–66, 68; general capabilities
required of, 32–34; hiring external, 47–48;
misconception about need for, 39–40; neutrality of,
63, 65–66, 92; preparation by, for work sessions, 80;
project managers as, 48; responsibilities of, 26, 27, 28,
70, 83, 95; selecting, 46–49; self-knowledge of, and
communication, 194–195; skills and competencies
needed by, 34–37, 58–66; versus trainers, 38–39;
when to use a second, 48–49; as work session participants,
113, 131, 148, 163, 181
Facilitators in training, as work session analysts, 30
FacilitatorU, 372
Index 381
Failure modes and effects analysis (FMEA): defined,
154–155; questions for, 296; risk matrices,
290–292, 293
Feedback: in facilitated dialogue, 208; on work
session, 99
The Fifth Discipline (Senge), 5
Flip charts: creating, 79, 84; web site for printing, 373
Flip-charting, 197–201; benefits of, 197; electronic, 198,
199–200; how to facilitate, 197–199; materials needed
for, 200; tips on, 200–201; uses of, 197; when to use, 368
FMEA. See Failure mode effects analysis (FMEA)
Focusing techniques, 237–249; action items as, 56, 198,
242–245; agendas (work session) as, 238–239; benefit
of, 237; issues lists as, 245–247; materials needed for,
248–249; objectives (work session) as, 239–240; parking
lot as, 56, 199, 247–248; scope tables as, 240–241;
tips on, 249; uses of, 237; when to use, 368
Follow-up. SeeWrapping up work sessions
Force-Field Analysis, 218–220
Ford, H., 55
4PM.com, 373
Functional boundaries approach to multiple work
sessions, 51, 52
G
Gantthead.com, 373
General facilitation techniques. See Techniques; specific
techniques
Ground rules: displaying, 198; holding people
accountable to, 89; reviewing, 87
Guiding factors, 276–281; assumptions as, 277–278;
constraints as, 278; defined, 276; dependencies as,
279; how to facilitate capture of, 280–281; tips on,
281; touch points as, 279–280; uses of, 276; when to
use, 368
H
Higgins, C., 8, 11, 118
Hybrid risk analysis: defined, 154, 155; matrices, 292,
294–295; questions for, 296
I
Idea listing. See Brainstorming
Impact Matrix, 223–230; conventions of, 224–225; how
to facilitate, 225–230
Impacts, 282–287; defined, 282; how to facilitate capture
of, 285–286; sample table of, 282–283, 284; tips
on, 287; uses of, 282; when to use, 368
Insanity, 7–8
Institute for Cultural Affairs (ICA), 375
International Association of Facilitators (IAF), 34,
35, 376
International Society for Performance Improvement
(ISPI), 376
Issues lists, as focusing technique, 245–247
J
Jackson, D., 189
Jamieson, D. W., 32
Jim Clemmer Process Improvement, 373
Job titles, versus roles, 25, 40
Johnson, J., 7
Joint application design (JAD), 10
Jones, C., 10
Journals, recommended, 371
Justice, T., 32
L
Law of Appropriate Level of Detail, 59
Leading questions, 207
Learning organizations, 5
Listening: in facilitated dialogue, 208;
recommendations on, by facilitator, 61–62
Lister, T., 8
Location for work sessions: determining, 72; rooms and
phone lines, 73–74, 75; virtual meetings, 73, 74, 176
Logistics: arranging, 73–75, 76–77; discussing, as
opening activity, 87
Luggage, caution on irreplaceables in, 95
M
Managers. See Project managers
Measurement framework table, 263–265
Meetings: conflicting scheduling of, 86; prep, 155–157;
virtual, 73, 74, 176
Mehrabian, A., 191, 192
Methodologies: as cause of project delays, 9; myth
about, 9; as traditional focus of project management,
6, 7–8
Miller, G. A., 299
Mimio by Virtual Link, 373
Mind Tools, 373
Morris, C., 10
Multigenerational approach to multiple work sessions,
51–52, 53
Multiple work session approach: for process analysis
and design work sessions, 49–50; types of, 50–52, 53
Mundie, C., 152
Myers-Briggs Type Indicator (MBTI), 194, 370–371
N
Names, participant, 85
National Facilitator Database, 374
Negative words and phrases, 191, 193
Neutrality, facilitator, 63, 65–66, 92
Nine-Block Diagram, 220–223, 224
Nominal group, 211–216; benefits of, 211; how to facilitate,
212–214; materials needed for, 215; tips on, 216;
uses of, 211; variations on, 214–215; when to use, 368
Nonverbal communication, 91, 191–192
O
Objectives (project): caution on limiting, 261; conventions
for representing, 261; defined, 258–259; how to
facilitate development of, 262; interrelationship
between CTQs, targets, and, 260; in Project Charter
Work Session, 112; setting, 258–266; tips on, 265–266;
uses of, 258; when to use, 368
382 Index
Objectives (work session): confirming, 86; defining, 71;
displaying, 198; as focusing technique, 239–240;
unattainable, 56–57
Observation, as people management tool, 90
Observers: communicating with, before work
session, 75; selecting, 72; work session role and
responsibilities of, 29, 30
OD Networks, 376
Open-ended questions, 207
Opening activities, 86–87
Organizations, recommended, 375–377
Outcomes. See Deliverables
Outputs. See Deliverables
P
Parking lot: defined, 56; displaying, 199; as focusing
technique, 247–248
Participant Contact List, 72
Participants: in Business Requirements Work Sessions,
148; communication with, before work session, 75,
78; greeting, 85; information processing preferences
of, 60–61; introducing, 86; learning names of, 85; in
Process Analysis and Design Work Sessions, 131; in
Project Charter Work Sessions, 113, 220; in Risk
Assessment Work Session, 163; selecting, 72; work
session role and responsibilities of, 27, 29, 30; in
Work-in-Progress Review Sessions, 180–181; wrong,
as derailer, 92
Participation, managing, in work sessions, 62–63,
64–65, 90–91
People: managing, in work sessions, 90–91; as source
of project management problems, 8–9. See also Roles
People orientation, of facilitators, 33
Phases. See Project phases
Phone issues: checking phone system, 84; managing
participation by phone, 90; scheduling phone lines,
74; virtual meetings, 73, 74, 176. See also Prep
conference calls
Phrases, negative, 191, 193
Planning work sessions: responsibilities for, by role,
69, 70; steps in, 70–73. See also Preparing for work
sessions
Prep conference calls, 74; for Business Requirements
Work Sessions, 138–141; for Process Analysis and
Design Work Sessions, 120, 121–124; for Project
Charter Work Session, 105, 106–107; tips on, 78; for
Work-in-Progress Review Sessions, 171–175
Prep meetings, Risk Assessment Work Sessions,
155–158
Preparing for work sessions, 69–81; arranging logistics,
73–75, 76–77; facilitator’s preparation, 80; final
preparation, 84–85; lack of, as derailer, 92; planning
work sessions, 70–73; preparing attendees, 75, 78;
preparing materials, 79; responsibilities for, by role,
69, 70; tips on, 80–81. See also Prep conference calls;
Prep meetings; Prerequisites
Prerequisites, 45–54; assessing project readiness, 46;
Business Requirements Work Sessions, 147–148;
defining success, 52–53; determining work session
approach, 49–52; educating about benefits of collaboration,
45–46, 47; Process Analysis and Design
Work Sessions, 124, 130; Project Charter Work Session,
112–113; Risk Assessment Work Sessions, 162;
selecting facilitators, 46–49; understanding deliverables,
57–58; Work-in-Progress Review Sessions, 180
Prioritization techniques, 217–231; benefits of, 217;
Force-Field Analysis, 218–220; Impact Matrix,
223–230; materials needed for, 230–231; Nine-Block
Diagram, 220–223, 224; tips on, 231; uses of, 217;
when to use, 368
Process analysis and design (PAD) documents, components
of, 116–118
Process Analysis and Design Work Sessions, 116,
118–134; approach to, 49–50, 119–120, 124; benefits
of, 119; conducting face-to-face sessions, 120,
125–130; defined, 17; outputs of, 131–132; participants
in, 131; prep conference call for, 120, 121–124;
prerequisites for, 124, 130; techniques for, 132, 368;
tips on, 133–134; when to use, 18, 19, 20, 22, 118, 367;
wrapping up, 124
Process decomposition, 298–307; defined, 298; how to
facilitate, 300–306; sample, 306; “7-plus-or-minus-2
rule” and, 299; tips on, 306–307; tree-diagram structure
for representing, 299–300; uses of, 298; when to
use, 368
Process detail tables, 323–328; benefits of, 323; defined,
323; how to facilitate creation of, 327–328; information
gathered in, 325; sample, 324, 326; tips on, 328;
uses of, 323; when to use, 368
Process Impact, 374
Process mapping, 308–322; benefits of, 308–309; conventions
used in, 309–315; defined, 308; how to facilitate,
316–321; tips on, 321–322; uses of, 308; when
to use, 368
Process orientation, of facilitators, 33
Production support representatives, as work session
participants, 163
Program managers, as work session participants, 181
Project Charter Work Sessions, 104–115; approach to,
49, 104–105, 112; benefits of, 104; conducting face-toface
session, 105, 108–111; defined, 17; outputs of,
113–114; participants in, 113; prep conference call for,
105, 106–107; prerequisites for, 112–113; techniques
for, 114, 368; tips on, 115; when to use, 18, 19, 20, 22,
104, 367; wrapping up, 112
Project charters: components of, 103–104; defined, 103;
as prerequisite for work sessions, 130, 147, 162
Project lifecycles: diagram of, 13; phases in, 13, 15; single
projects within, 12–13, 14; when in, to use work
sessions, 18–20, 22, 367
Project management: profession of, 6; traditional
approach to, 6, 7–8
Project Management Body of Knowledge
(PMBOK), 103
Project Management Institute (PMI), 6, 8, 376
Project managers: business, 113, 130, 148; as facilitators,
48; misconceptions about, 39–40; reviewing
deliverables with, 98; role and responsibilities of, 26,
Index 383
27, 28, 70, 83, 95; skill in facilitation required of,
9–10; technical, 148; traditional model of, 9; as work
session participants, 113, 131, 148, 163, 180
Project phases: within generic project lifecycle, 19, 22;
in project lifecycles, 13, 15; within Six Sigma DMAIC
lifecycle, 20, 22
Project sponsors: reviewing deliverables with, 98; role
and responsibilities of, 26, 27, 28, 70, 83, 95; as work
session participants, 113, 131, 148, 163, 181
Project team members, as work session
participants, 181
Projects: assessing readiness of, for work sessions, 46;
causes of delays of, 9; context for, 12–14; determining
whether work sessions are required for, 16–17;
failure of, 7, 8; fundamental deliverables of, 13–14;
history of, for Project Charter Work Session, 112; key
responsibilities for, 28; reviewing status of, as
opening activity, 87
Purpose statements, 253–257; conventions for presenting,
254; defined, 253; how to facilitate creating,
254–257; in Project Charter Work Session, 112; tips
on, 257; uses of, 253; when to use, 368
Q
Quality, of deliverables, 97–98. See also Critical to
quality factors (CTQs); Six Sigma methodology
Quality professionals, as work session participants,
113, 131, 148, 163, 181
Questions: for brainstorming, 203; for facilitated dialogue,
207–208; for nominal group, 212
R
Radical Project Management (Thomsett), 7
Ranking, defining system of, 71
Recording. See Flip-charting
Requirements tables, 345–356; comprehensive variation
of, 353–355; defined, 345; how to facilitate
development of, 351–353; information captured in,
345, 347–351, 353, 355; sample, 346, 354; tips on, 356;
uses of, 345; when to use, 368
Responsibilities: for communication, 192–193; for conducting
work sessions, 83; key, for work sessions
and projects, 28; for planning work sessions, 70; for
wrapping up work sessions, 95. See also Roles
Reward system, focus of, 8
Risk analysis matrices, 288–297; defined, 288; how to
facilitate completion of, 295–297; in risk assessment
documents, 153; tips on, 297; types of, 289–295; uses
of, 288; when to use, 368
Risk assessment: books on, 370; types of, 154–155, 288
Risk assessment documents, components of, 152–153
Risk Assessment Work Sessions, 152, 153–165;
approach to, 154–155, 158, 161; benefits of, 153; conducting
face-to-face session, 158–161; defined, 18;
determining type of risk assessment needed,
154–155; outputs of, 164; participants in, 163; prerequisites
for, 162; techniques for, 164, 368; tips on, 165;
when to use, 19, 20, 22, 153, 367; wrapping up, 161
Risk matrices. See Risk analysis matrices
Roles, 25–31; describing, as opening activity, 86; of
facilitators, 26, 27, 28, 70, 83, 95; versus job titles, 25,
40; of observers, 29, 30; of participants, 27, 29, 30; of
project managers, 26, 27, 28, 70, 83, 95; of project
sponsors, 26, 27, 28, 70, 83, 95; of work session
analysts, 30–31
Rooms for work sessions: scheduling, 73–74, 75; security
access to, 75; setups for, 74, 84
Round robin. See Nominal group
S
Sassoon, Vidal, 45
Scheduling issues: conflicting meetings, 86; determining
dates of work sessions, 72–73; phone lines, 74;
work session rooms, 73–74, 75
Schwarz, R. M., 32
Scope (project): books on, 370; business requirements
work session and, 136, 147; conventions for representing,
268–269; importance of clearly defining,
267; process analysis and design and, 117, 130; in
project charter, 103–104; risk assessment work session
and, 162
Scope (work session), facilitator’s skill in setting, 58
Scope frame diagrams: defined, 268; example of, 269;
how to facilitate creation of, 269–271; variation on,
275. See also Scope framing
Scope framing, 267–275; defined, 267; tips on, 275; uses
of, 267; variations on, 272–275; when to use, 368. See
also Scope frame diagrams; Scope tables
Scope tables: defined, 269; example of, 270; as focusing
technique, 240–241; how to facilitate creation of,
271–272; variations on, 273–274. See also Scope framing
Scribes, misconception about, 38
Scribing. See Flip-charting
Security access, 75
Self-awareness, facilitator, 33, 34, 194–195
Senge, P., 5
Setting objectives and targets. See Objectives (project);
Targets
Setting scope. See Scope framing
“7-plus-or-minus-2 rule,” 299
Silver, D., 10
Single work session approach, 49, 50, 51
Six Sigma methodology: critical to quality (CTQ) factors,
259, 260, 261, 262–263, 265–266; DMAIC phases
of, 20; failure mode effects analysis (FMEA),
154–155, 290–292, 293; misconception about, 39–40;
resources on, 371, 373; on where work sessions fit in
lifecycle, 20, 22, 367; Work-in-Progress Review Sessions
and, 170
Skills, of facilitators, 34–37, 58–66
Society for Human Resource Management
(SHRM), 376
Speaking, facilitator’s skill in, 61
Specialized facilitation techniques. See Techniques; specific
techniques
Sponsors. See Project sponsors
Standard risk assessment: defined, 154; matrices,
289–290; questions for, 296
384 Index
Standish Group, 7
Staying on track. See Focusing techniques
Storeygard, B., 104
Structured brainstorming. See Brainstorming
Structured go-arounds. See Nominal group
Subject matter experts, as work session participants,
113, 131, 148, 163
Subteam leaders, as work session participants, 181
Success, defining, of work sessions, 52–53
Supplies, for work sessions, 75, 76–77
T
Talking points, purpose statements and, 255–257
Targets: caution on limiting, 261; conventions for
representing, 261; defined, 258, 260; how to
facilitate development of, 263–265; interrelationship
between objectives (project), CTQs, and, 260;
setting, 258–266; tips on, 265–266; uses of, 258;
when to use, 368
Team dynamics, as cause of project failure, 8
Techniques: for Business Requirements Work Sessions,
149–150, 368; communication’s importance to,
189–190; considerations in choosing, 187–188, 251;
for Process Analysis and Design Work Sessions, 132,
368; for Project Charter Work Sessions, 114, 368; for
Risk Assessment Work Sessions, 164, 368; when to
use (table), 368; for Work-in-Progress Review
Sessions, 182, 368. See also Focusing techniques;
Prioritization techniques; specific techniques
Techniques for staying on track. See Focusing
techniques
Technology support partners, as work session participants,
131, 148, 163
Template production line, 8
Test leads, as work session participants, 163
Thomsett, R., 7
3M Meeting Network, 374
Time, managing, when conducting work sessions, 89
Time-boxing, 89
Timelines, 357–363; defined, 357; how to facilitate
development of, 360–363; information captured in,
358, 360; sample, 358, 359; tips on, 363; uses of, 357;
when to develop, 357–358, 368
Top-down approach to multiple work sessions, 50–51
Touch points, 279–280. See also Guiding factors
Trainers, versus facilitators, 38–39
Truman, H. S., 5, 32
U
Ulrich, W. M., 72, 259
V
Vendors, as work session participants, 163
Virtual meetings, 73, 74, 176
Voting, guidelines for, 71
W
Watzlawick, P., 189
Web sites, recommended, 372–374
Wiegers, K., 374
Wood, G., 10
Words: communication and, 190–191; negative, 191, 193
Work session analysts, role and responsibilities of,
30–31
Work session delivery. See Conducting work sessions
Work session preparation. See Preparing for work sessions
Work session wrap-up. SeeWrapping up work sessions
Work sessions. See Facilitated work sessions
Workflow and Reengineering International
Association, 377
Working decisions, displaying, 198
Work-in-Progress Review Sessions, 166–183; approach
to, 170–171, 175–176; benefits of, 170; conducting,
176–180; defined, 18; outputs of, 167–170, 181–182;
participants in, 180–181; prep conference call for,
171–175; prerequisites for, 180; techniques for, 182,
368; tips on, 182–183; when to use, 19, 20, 22, 170,
367; wrapping up, 176
Work-in-progress (WIP) deliverable tables, 167–170
Workshops by Thiagi, 35, 37
Wrapping up work sessions, 94–99; backing up information,
96; Business Requirements Work Sessions,
147; closing activities for sessions, 88–89; finalizing
deliverables, 96–98; managing deliverable completion,
98–99; obtaining feedback, 99; poor, as derailer,
92; Process Analysis and Design Work Sessions, 124;
Project Charter Work Sessions, 112; responsibilities
for, by role, 94, 95; reviewing deliverables with project
sponsor and manager, 98; Risk Assessment Work
Sessions, 161; tips on, 99; Work-in-Progress Review
Sessions, 176
Writing, facilitator’s skill in, 62
Y
Yost, B., 11
 
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