Facilitation Techniques for Eliciting Requirements and Achieving Consensus

Well-facilitated meetings produce high-quality, tangible results. Done well, group facilitation transforms conflict into common agreement and naysayers into solution ambassadors. Learn powerful techniques for eliciting requirements. With secrets from a seasoned practitioner, robust class materials and numerous hands-on activities, participants leave this course ready to facilitate stakeholder teams through challenging projects.

Many business analysts and project managers master technical skills, but struggle to learn soft skills such as facilitation. This course equips you with new tools and techniques to facilitate productive meetings.


Joe Goss

Joe Goss

Joe Goss is a senior business analyst and project manager at the University of Wisconsin-Madison Division of Information Technology (DoIT). He reduces project costs and improves outcomes for customers by eliciting, validating, and communicating requirements. Joe also serves as a ... read more

Who Should Attend

  • Business analyst
  • Project manager/director
  • Business process analyst
  • Business process owner

Benefits and Learning Outcomes

  • Become more comfortable in group facilitator role
  • Utilize the incredible power of a stakeholder team
  • Lead and serve stakeholders in requirement elicitation meetings
  • Use proven facilitation techniques
  • Convert meeting conversation into requirements
  • Develop confidence in your own facilitation capability
  • Build trust with stakeholders
  • Prevent difficult situations from arising
  • Handle conflict
  • Build positive professional relationships

Course Outline/Topics

Course Outline/Topics

Facilitation – Why It Matters

  • What is group facilitation?
  • How do groups outperform individuals? The wisdom of pool knowledge
  • Techniques for eliciting requirements
  • What successful facilitation looks like

Facilitation in Practice

  • Why a charter, a work breakdown structure, and status reports are necessary
  • Stakeholder management
  • Case Study – high-level requirements (labs)
  • Road map for facilitated meetings
  • Define ground rules (lab)
  • Ask great questions
  • Mission impossible (lab)
  • Crowdsource a solution statement (lab)
  • What features will stakeholders want? (lab)
  • What fits in the first phase of the project? (lab)
  • 10 essential elements to facilitation activities

Leading a Facilitated Meeting

  • Introduction to Servant Leadership (lab)
  • Expectations of a facilitator
  • Responsibilities and challenges
  • Minimizing nervousness
  • Tips for engaging team members
  • Case Study – Turn and face the problem (lab)
  • Criteria and methods for evaluating meetings

Managing Conflict

  • The Conflict Cycle
  • My conflict (lab)
  • An ounce of prevention…
  • Staff Team Stuck in the “Gunk” (lab)
  • Factors contributing to team effectiveness
  • Facilitate conflict
  • Handling the chronic interrupter
  • The challenge of the “Know-It-All”
  • When progress falters
  • What can go wrong (lab)
  • What if…

How to Grow as a Facilitator

  • Practice, practice, practice
  • Why are you passionate? (lab)
  • Feedback is powerful medicine
  • Self-evaluation – SWOT analysis (lab)
  • Evaluate the instructor’s facilitation (lab)
  • Facilitation opportunities (lab)

Catalog of 15 Critical Techniques





The instructor will provide:

  • Rich class materials
  • Insights from an experienced practitioner
  • Small group labs/activities that model real-world situations
  • One-on-one coaching as needed
  • Open discussion and reflection in small groups
  • Debriefs with the whole group


"Great class for ALL industries. Every company should invite Joe to share this class with entire organization."  —  Veronica Lewandowski, Class Participant

"I walked away with a new set of techniques to facilitate better project meetings and manage conflicts if they arise. Instructor was very knowledgeable and offers real-life experience and includes the experiences of the class participants."  —  J. Hauke, SC Johnson, 2018 class participant

All sessions are Face-to-Face unless otherwise noted.

Date: Thu-Fri, Oct 24-25

Time: 8:30am-4:30pm

Location: UWM School of Continuing Education

Instructor: Joe Goss

Fee: $845

CEUs: 1.4, PD Hours: 14, CDUs: 14

Enrollment Limit: 24

Program Number: 5027-12064

Registration Deadline: Thu., Oct. 24

Register Now