Education Session

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Education Session
Welcome to the
JADCore

Electronic Flip Charting EFC Real Time and
Interactive Facilitated Session Deliverable
Creation
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Agenda

• Introductions / Experience
• Electronic Information Collection Methods
• JADCores eSession Electronic Flip Charting
• Resource Requirements
• Pre-Session Planning
• Session Duration
• Post Session Wrap-up
• Lessons Learned
• Conclusion / Evaluation

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INTRODUCTIONS / EXPERIENCE
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Participant Introductions
Hi, My Name Is...

• Name
• Company / City
• If Money Is No Object, Where Is Your Dream
  Location to Live?

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ELECTRONIC INFORMATION COLLECTION
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Electronic Information Collection

• Multiple, Concurrent Data Entry Points
• Web Based Chat,
• Networked Computers
• Same Place / Different Place
• Same Time / Different Time

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Electronic Information Collection

• Single Data Entry Point
• Background Scribing
• Foreground Scribing
• Same Place / Different Place
• Same Time

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JADCore eSession ELECTRONIC FLIP CHARTING (EFC)
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JADCore eSession EFC

• Single Data Entry Point Method
• Foreground Activity Vs. Background
• Projected Information (Electronic Flip Chart)
• Hardcopy Deliverables Throughout Session
• Softcopy Deliverable
• Minimal Post-session Work

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JADCore eSession EFC Benefits

• Large Amounts of Detail
• Minimizes Oh I Thought You Meant
• Easily Modifiable Electronic Information
• Increased Buy-in and Project Success
• Information Can Be Shared Easily
• Final Deliverables Are Created / Used Faster
• Supports Multiple Concurrent Meeting Locations
• (Same Place / Different Place)

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What JADCore Tells Participants

• If Its NOT Documented,
• It Didnt Happen!

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What Participants Say to JADCore

• Thats What I Said
• but
• Not What I Meant

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RESOURCE REQUIREMENTS
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Resource Requirements

• Two Facilitators
• Interchangeable Roles Facilitator / Scribe
• Strong Facilitation Skills
• Fast Accurate Typing
• Familiarity with Hardware and Software

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Resource Requirements

• Hardware
• Pentium III / 4 Laptop,
• XGA Video Card,
• Stick-Point Mouse,
• Floppy Drive / CD-RW Drive,
• 12 gb Hard Drive,
• 10/100 Network Card

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Resource Requirements

• Software
• Windows 2000 / 98,
• MS Word,
• MS PowerPoint,
• MS Excel,
• MS Project / WBS Chart Pro,
• Visio,
• WinZip,
• Microsoft NetMeeting

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Resource Requirements

• Projection Device Screen
• XGA Projection Device (1000 Lumens)
• 96 x 96 Screen
• Video Extension Cable (12 ft. )

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Resource Requirements

• Printer
• High Speed Laser (At least 12 ppm),
• Printer Drivers
• Printer Extension Cable (25 ft.)

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PRE-SESSION PLANNING
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Pre-Session Planning

• Type of Session?
• Business Requirements, Strategic Planning,
  Problem Identification, Visioning?
• Planning Still Occurs!!
• Type of Session Dictates the Deliverables!

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Pre-Session Planning

• Create Deliverables
• Each Deliverable is a Separate Document
• (MS Word, Visio, Excel)
• Use Standard Headers and Footers
• Create / Re-Use Templates
• Header Footer Demo

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Pre-Session Planning

• Test Deliverables
• Test Deliverable Functionality
• Match Deliverables to Agenda
• Print Deliverables
• Share Deliverables with Project Planners

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SESSION DURATION
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Session Duration

• Deliverable Review
• Familiarize Participants With the eSession EFC
  Process and Deliverables

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Session Duration

• Brainstorming
• Same Basic Process!
• Information Collection, Review, Clarify
• SPEED and VOLUME are the Differences

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Session Duration

• Speed is Everything
• Keying Shouldnt Be Disruptive!
• Use Key Stroke Short-cuts
• AutoCorrect for Shorthand
• Dont Overmouse
• Auto Correct Demo

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Session Duration

• Slow Down, Youre Movin Too Fast
• Ensure the Participants Work in Harmony With the
  Facilitator / Scribe

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Session Duration

• Expand/Clarify Ideas
• Clarifying Discussions Become
• Part of the Final Deliverable!
• Capture Participant Discussion Verbatim

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Session Duration

• Break it Up!
• Split One Vague / Complex Idea
• Into Multiple Concise Ideas!
• Splitting Ideas Demo

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Session Duration

• Stop Lookin at Me!
• Yes, You Will Feel UNCOMFORTABLE
• This Will Pass and You Will
• LOVE IT!
• (Typoos are fur Their Enjoyment!!)
• Help For The Spelling / Typing Challenged

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Session Duration

• Save Me!
• Save Often Very Often!
• Make Ctrl S Your Good Friend
• Did We Mention SAVE?!!

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EXERCISE 1
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Exercise 1

• Part 1 Brainstorm Collection
• Brainstorm Ideas
• Part 2 Brainstorm Review
• Review and Clarify Ideas
• Move Items to Out-of-Scope Doc
• Create Tasks, Assumptions, and Glossary As
  Necessary

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Exercise 1Brainstorm Collection Guidelines

• One Person, One Idea
• No Criticisms / Questions / or Debate
• Build on Others Ideas
• Let Your Imagination Soar
• Go for Volume

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Exercise 1Brainstorm Review Guidelines

• Start At The Top Item
• Do Not Look Forward
• Clarify Words Until Consensus
• Define Unclear Terms
• Assign Unique ID

No Single Person Owns A Brainstormed Idea
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Exercise 1 - Demo

• Deliverables Review
• Session Deliverables

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Exercise 1 The Need

• You have decided to go through the IAF
  Facilitator Certification process. There are five
  (5) different competencies that you need to
  demonstrate techniques for, in order to show that
  you have mastered the competencies.
• To help prepare for the certification, you need
  to create a list of facilitation techniques that
  you could demonstrate. Categorize these into one
  of the five core competencies.

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Exercise 1 - The Question

• Envision that you are in the middle of the
  certification process and performing BRILLIANTLY.
  
• What facilitation techniques are you
  demonstrating, for each core competency, that is
  earning you such high scores?

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Exercise 1 Brainstorming Example

• Assessing the reactions of the participants to a
  session activity and determining that a change to
  the agenda is needed to ensure that the activity
  produces the desired results.
• Review - IAF Core Competencies
• Let's Brainstorm!

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SESSION BREAKS
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Session Breaks

• Back Up!
• Get Information Off the Laptop
• Floppy / CD 1st
• Networked Computer - 2nd
• Use Backup Versions (AM, Lunch, PM Break)
• Dont Modify This Sequence. Trust Us!!!

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Session Breaks

• Print
• Print Draft Copies
• Participant Working Copy of Deliverables
• Great Physical Back-up

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Session Breaks

• Prepare!
• Manipulate Deliverables for Next Activity
• Test Deliverables for Next Activity

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Session Breaks

• Give Me a Break!
• Leave Time for Yourself
• Plan Breaks for Approx 20 Minutes

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EXERCISE 2
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Exercise 2 - Scenario

• We now have a list of facilitation techniques
  that you could demonstrate during the IAF
  Facilitator Certification process.
• Because we cannot work on all of these items at
  once, we need to prioritize the list of items.

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Exercise 2 - Demo

• Manipulate
• Deliverables
• Add A Priority Column

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Exercise 2 - The Question

• What is the priority we should assign to each
  technique?
• Priority Choices
• High (1s) One of the first techniques to
  learn
• Med (2s) Somewhere in the middle
• Low (3s) One of the last techniques to learn
• Let's Prioritize

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POST SESSION WRAP-UP
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Post-Session Wrap-Up

• How Did You Do?
• Participants Evaluate You the Process
• Project Sponsor or Manager Comments

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Post-Session Wrap-Up

• Create
• Final Deliverables!
• Final Spell Check,
• Minor Format Adjustments,
• Hardcopy Book and Softcopy CD / Diskette
• Typically Less Than 1 Hour

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LESSONS LEARNED
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Lessons Learned

• Wow, I Didnt Know That!
• Lessons Learned

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CONCLUSION
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Conclusion

• Electronic Information Collection Methods
• JADCores eSession Electronic Flip Charting
• Resource Requirements
• Pre-Session Planning
• Session Duration
• Session Breaks
• Post Session Wrap-up
• Lessons Learned

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Conclusion

• JADCore Offers Facilitation Education / Training

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Core Facilitator Concepts and Skills
New Facilitator
JADCore eSession Education Training
Experienced Facilitator
EFC Techniques
eSession Skill Builder
eSession Session Types
eSession Mentoring
JADCore eSession Certification
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Conclusion

• Any Questions Contact
• Paul Burek
• Paul.Burek_at_JADCoreLLC.com
• Jeff Banning
• Jeff.Banning_at_JADCoreLLC.com
• Chester Sparks
• Chester.Sparks_at_JADCoreLLC.com
• Call us at 972-253-9404 or
• visit our Website at http//JADCoreLLC.com

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Conclusion

• So, How Did We Do?
• Please Fill Out Your Session Evaluation

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Conclusion

• Thank You For Attending!