Conducting my first BA+UX workshop

The idea of the event was to investigate an internal process of business travel management and to identify existing pains and try to address them using

  • combination of business analysis and UX techniques
  • a lot of clever heads
  • prototype a possible solution

This is more of a followup to make sure the important items are not forgotten

What I did good:

  • game for group dynamics and to set the mood (marshmallow challenge with spaghetti)
  • eliciting expectations from everyone
  • getting everyone involved and active (I am particularly happy that some of the participants who I’ve not seen very active in the past felt involved and contributed)
  • got peopple interested – in the end a part of the group (3 people out of the original 6) were interested in further work and stayed after the expected closing time (6pm)
  • managed expectations more or less, 50-75% expectations were reached for a part of group (2 out of 3, 3 out of 4)
  • logistics (supplies, food, materials) – as there was a dedicated team member

What I did poorly:

  • i did not organize the knowledge exchange prior to the meeting
  • interviews were not monitored to ensure the questions were valid and to the point
  • facilitation during the training session was not quite there and there were a lot of distractions
  • managing scope of the event. the overall plan was too ambitious
  • defining the scope of responsibilities
    • there was a huge gap here as the other person who co-organized the event felt the overall idea has changed and everything should have been done differently
    • in practice very few of the original objectives have been reached need specifics here

general observations

  • this was not a workshop but more of an initiative/project ->format should have been different with the current team
    • one team doing everything end-to-end
    • many teams doing different projects
    • not one team working out using parts of the process
  • still, there are people who are interested in getting this done
  • i should have prepared better in terms of BA work
    • NOT all stakeholders have been identified
    • introduction on the matter should have been better
    • needed to focus on a smaller piece that could have been swallowed in one take
    • need to learn BPMN and EPC better to be able to quickly use those notation models
  • i need to build my team to do things like this better

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