By
Graifen Menezes
Posted on August 13, 2025
As a business analyst it is very important that we facilitate proper stakeholder workshop. If this initial activity is done properly, then it becomes very easy to meet the client requirement. There are many types of workshop that we can conduct as a business analyst.:-
Workshops – It is a structured meeting where stakeholders and subject matter experts work together to define and establish requirements for a project.
Surveys/Questionnaires – It is a method to gather all the information from multiple stakeholders for any project that you are taking up. This helps in understanding requirements and preferences.
Brainstorming – It is a technique used to connect with stakeholders to identify problems, generate ideas, solutions, and requirements for a project.
Interviews - Conduct one-on-one interviews to gather detailed requirements and insights
Focus Groups - Organize focus group sessions with all stakeholders to discuss challenges which requires more of an attention and accordingly work towards coming up with potential solutions for the project
Observation - This is method when things are observed by a business analyst. For example:- understand their workflows, pain points, and areas for improvement.
Document Analysis - Review what kind of existing data is captured by the client Understand the current state and identify gaps.
Prototyping - Develop and present prototypes to stakeholders for feedback and refinement of requirements.
JAD (Joint Application Development):- This elicitation technique brings all the stakeholder to meet each other face to face to define system requirements, design solutions and make decisions collaboratively. In this Facilitator guides the session, ensures adherence to agenda, and resolves conflicts.
In my journey as a business analyst, I managed to use the above techniques and trust me, following the right approach to conduct workshops helps you get proper knowledge of what exactly the clients requirement is. Never be in a hurry to gather requirements and complete the initial stage. Remember 'Requirement hurried, Project buried'.
There are certain thumb rules as well to be followed when conducting workshops:-
1) S-> Solve Client Problem. Workshops are conducted to understand requirements and solve client problems
2) B-> Be like lotus in the mud
3) N-> Never criticize any stakeholder but always appreciate their efforts and contribution
4) R-> Remember 'Requirement hurried, Project buried'.
5) N-> Never taken tension but pass on
Common Reasons for not conducting proper workshops leads to project failures. Few of the common reasons for project failures are as follows:-
1) Improper Requirement Gathering
2) Continues change in Requirement
3) Lack of stakeholder involvement
4) Lack of Executive support
5) Unrealistic expectations
6) Improper planning
I always kept my clients updated at every stage of the project, so they were aware of the project status and where this was heading towards. It also gave a realistic idea whether on not we were on track to complete the project on time. I also conducted workshops after every stage of the project completion to understand if there were any suggestions or feedbacks to be taken for any changes to be done before moving to the next stage.
Conducting workshops is not only to be done with clients to understand their requirement but also equally important that we do this activity with our team members. This is to understand what their expectations are and accordingly collaborate and work as a team to finish and complete the project.