Strategic Business Planning Workshop
(5 Days)
Purpose - The Strategic Business
Planning Workshop is used to initiate the development of a Strategic Business Plan for the
enterprise. In addition, Visible facilitators will teach Strategic Business Planning
techniques.
Preparation - In preparation
for the Strategic Business Planning Workshop, previous client Strategic Business Plans
should be reviewed, a market analysis completed, and Visible’s Management
Questionnaire filled out and reviewed in detail by Visible facilitators. In addition,
Visible facilitators may need to conduct detailed interviews with appropriate senior
management.
Activities - The Strategic
Business Planning Workshop will carefully review the mission and purpose of the
organization as well as develop a detailed environmental analysis for the organization.
Key business strategies will be identified, examined, refined, and integrated. The
techniques used include an appraisal of the external environment and an assessment of the
internal client organization. A strategic analysis will be conducted and goals and
objectives set.
Products - The products
developed during this Strategic Business Planning Workshop will include a new corporate
mission statement, a series of goals and objectives for the organization to achieve that
mission, and a set of high-level strategic statements that identify how the organization
will achieve its goals and objectives. Ultimately, the workshop will result in a
well-organized business plan that has bridged the gap between where a company is currently
positioned and where it needs to go in the future.
Participants - Senior
Management
Scope - Normally the scope of
a Strategic Business Planning Workshop will cover the entire business enterprise; however,
some organizations have made successful use of the program at a strategic business unit or
divisional level.
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Strategic Modeling Workshop (5 Days)
Purpose - The Strategic Modeling Workshop is
used to develop an initial Strategic Data Model while also providing introduction to
Information Engineering concepts and techniques.
Preparation - To prepare for the
Strategic Modeling Workshop, Visible facilitators will review the corporate Strategic
Business Plan and/or Visible’s Management Questionnaire that will have been
distributed and completed by senior management of the client company.
Activities - During the Strategic
Modeling Workshop, the corporate Strategic Business Plan will be confirmed and refined.
The initial Strategic Data Model will be developed during sessions facilitated by Visible
consultants. Client company personnel will also identify the priority functional areas
needing attention in the Systems Implementation arena in order for the company to achieve
its strategic objectives.
Products - During the Strategic Modeling
Workshop the following items will be produced, a strategic data map representing a
graphical view of the organization’s strategic plan, documented business planning
statements including mission, purpose, goals, strategies. Business rules will be linked to
a data map and a preliminary project plan for priority systems development will be
produced.
Participants - Senior Management; Senior
Information Systems Management.
Scope - The entire business enterprise, a
unit or division or project application can be the scope of a Strategic Modeling Workshop.
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Tactical Modeling Workshop (5 Days)
Purpose - The Tactical Modeling Workshop is
used to train participants in data modeling techniques to allow them to complete the
Tactical Modeling Phase. The Tactical Modeling Workshop will also allow participants to
develop components of the initial tactical data model.
Preparation - In preparation for the
Tactical Modeling Workshop, the organization must have completed the Strategic Modeling
Phase and have developed a stable strategic data model of the organization. The
organization’s Strategic Business Plan should also have been expanded to include a
tactical level plan for implementation of a component of the Strategic Business Plan.
Client personnel at a tactical level should fill out the Visible Management Questionnaire
for their functional area to go along with the Strategic Business Plan.
Activities - In the Tactical Modeling
Workshop, participants will:
- Confirm and refine tactical business planning statements.
- Conduct initial tactical data modeling at the direction of the
Visible facilitator.
- Analyze the strategic and tactical level model.
- Develop quality assurance procedures.
- Learn the initial Information Engineering data modeling
techniques.
Products - The workshop will teach
participants the basic skills necessary for completing the tactical modeling effort.
During the Tactical Modeling Workshop an initial documented tactical model will be
developed for the selected functional area(s). At the conclusion of the Tactical Modeling
Workshop, the project plan will be developed in order to conclude the Tactical Modeling
Phase of the project.
Participants - Senior functional area
management, mid-level managers, and the information systems project team. At least one of
the project team members should have participated in the Strategic Modeling Workshop and
Strategic Modeling Phase of the project.
Scope - The scope of the Tactical
Modeling Workshop will be one or more functional areas of the business, depending on the
scope of the project as dictated by the priority business model.
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Operational Modeling Workshop (5 Days)
Purpose - The Operational Modeling Workshop
is used to train participants in operational modeling techniques, allowing them to
complete the development of the operational modeling phase of the project. During the
course of the workshop, the project team will begin to build the operational model for the
project.
Preparation - In preparation for the
Operational Modeling Workshop the client organization needs to have a stable tactical
model(s), and a tactical level business plan. The client must also prepare an operational
level business plan or fill out the Visible Management Questionnaire and review it with
the Visible facilitators. Personnel for the operational level of the project must be
selected and prepared.
Activities - During the course of the
workshop, the facilitator will review the operational business planning procedures, teach
rule modeling techniques, and work with participants to conduct a current systems
analysis, and review domain identification procedures. Initial operational modeling will
be accomplished at the direction of the Visible facilitator.
Products - The result of the Operational
Modeling Workshop will be the initial skills transfer to project team members to enable
client personnel to build out the operational level model. In addition, during the
workshop initial operational model component parts will be developed as building blocks
for the selected functional area. At the conclusion of the Operational Modeling Workshop a
project plan will be developed to complete this phase of the project.
Participants - Participants in the
Operational Modeling Workshop should include tactical level functional area
representatives and at least one operational level manager, systems users, the full
project team and systems analysis. As a prerequisite for participating in the Operational
Modeling Workshop, client personnel should have participated in a tactical level workshop
or the basic data modeling workshop.
Scope - Normally: One operational level,
functional area of the business. Optional: Multiple operational areas or projects
determined by Senior Management.
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Basic Data Modeling Workshop (5 Days)
Purpose - The Basic Data Modeling Workshop
trains participants in basic data modeling techniques so that they may participate in the
operational or process modeling phases of project. Participants will learn the application
of techniques through case studies and current project review.
Preparation - None
Activities - The Basic Data Modeling
Workshop will cover data modeling techniques, model analysis and quality assurance.
Products - Initial skills transfer to
participants in the project team.
Participants - Any level business experts
or information systems professional could learn from this seminar.
Scope - Not applicable.
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Advanced Data Modeling Workshop (5 days)
Purpose - The Advanced Data
Modeling Workshop trains participants in advanced data modeling techniques. Participants
will learn application of the techniques through case studies and current project review.
Preparation - Participants should be
graduates of the Basic Data Modeling Workshop or have equivalent experience. Instructors
will determine student skill levels.
Activities - Advanced Data Modeling
Workshop will cover advanced modeling patterns, rule modeling procedures and current
systems analysis approaches.
Products - The Advanced Data Modeling
Workshop will provide participants with sufficient skills to begin participating in
tactical and operational level projects.
Participants - Participants in an
Advanced Data Modeling Workshop would include business experts at any level of the
organization. The prerequisite for taking Advanced Data Modeling is successful completion
of the Basic Data Modeling Workshop or participation in a Tactical Modeling Workshop.
Scope - Not applicable.
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Process
Modeling Workshop (5 Days)
Purpose - The Process Modeling Workshop
trains participants in Information Engineering process modeling techniques while they are
developing the initial process model for an operational area.
Preparation - In order to develop an
effective process model for systems implementation a stable operational data model must be
completed including full documentation of all appropriate business rules. Appropriate
personnel must be assigned to the project.
Activities - Participants in the Process
Modeling Workshop will receive training in and begin to identify and isolate specific
business events that need to be modeled. In addition, client personnel will receive
training in process modeling techniques to effectively tie the process model to the
operational data model. Training will cover process view diagrams, control flow diagrams
and structured action diagrams.
Products - The Process Modeling Workshop
will transfer the initial skills necessary to allow client personnel to begin creation of
the process model. In addition, the process modeling participants will build a project
plan for completion of this phase of the project.
Participants - Participants in the
process modeling workshop should include users of the system at any level of the
corporation, systems analysts and data base administrators. Prerequisite: All participants
in the Process Modeling Workshop should have previously participated in the Operational
Modeling Workshop or Basic Data Modeling Workshop.
Scope - The scope of process modeling
will be identical to the scope of the operational level data model.
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Systems Design / Implementation Workshop
(5 Days)
Purpose - The Systems
Design/Implementation Workshop trains the participants in the techniques used to
transition from a technology independent data and process model to systems design.
Participants will develop the initial design documents during the course of the workshop.
Preparation - In preparation for the
Systems Design/Implementation Workshop, the client must have developed a stable data and
process model for the appropriate operational areas as well as created systems
specifications and requirements for the system.
Activities - The activities during the
workshop will include target environment evaluation, alternative design strategies, and
design techniques.
Products - The Systems
Design/Implementation Workshop will result in the initial database design, initial
applications design, systems design project plan and initial user interface designs. The
workshop will also teach client personnel the initial skills necessary to complete the
systems development and implementation phase.
Participants - Participants in the
Systems Design/Implementation Workshop should include systems analyst/designers,
programmers, database administrators, and users from all appropriate levels of the client
organization.
Scope - The scope of the Systems
Design/Implementation project should be identical to the operational data model and
process model.
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Systems Development Project Management
Workshop (5 Days)
Purpose - The Systems Development Project
Management Workshop is designed to help companies obtain more knowledge about project
management and the application of that knowledge to their particular project requirements.
In addition, Visible facilitators will provide instruction on alternative Systems
Development Life Cycle methods and several Project Management techniques.
Preparation - In preparation for the
Project Management Workshop, previous client Project Management Plans (if applicable)
should be reviewed, a project analysis completed, and Visible’s Project Management
Questionnaire filled out and reviewed in detail by Visible facilitators. In addition,
Visible facilitators may need to conduct detailed interviews with appropriate senior
management.
Activities - The Project Management
Workshop will carefully review on-going projects of the organization as well as develop a
detailed project analysis for the organization. Key project management strategies will be
identified, examined, refined, and integrated into the organization’s current
practices. The techniques used include an appraisal of each project in terms of life cycle
requirements, associated risks, schedules, estimation, control, and project recovery
practices.
Product - The products developed during
this Project Management Workshop will include a series of project templates for the
organization to use in future projects. Additionally, a comprehensive understanding of
where, when and how to apply these templates to future projects - resulting in a dramatic
improvement in the organization’s ability to manage projects.
Participants - Project Managers and
Information Systems Developers.
Scope - The scope of the Project
Management Workshop will cover all of the following topical areas; Project Assessment,
Project Development Life Cycle, Project Management Templates, Best Practices, Requirements
Definition, Project Planning, management and completion. By the end of the workshop,
organizations will know how to apply each technique covered throughout the workshop.
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Enterprise Engineering Seminar ($3,000/day)
Purpose - The Enterprise Engineering
overview seminars provide participants with a broad understanding of Enterprise
Engineering concepts and techniques, how Enterprise Engineering is used in the systems
development life cycle, Enterprise Engineering project planning and strategic systems
implementation.
Preparation - None
Activities - Participants will become
familiar with strategic planning, data modeling, process modeling, strategic development,
and systems development concepts in Enterprise Engineering.
Products - Participants will receive a
preliminary understanding of Enterprise Engineering concepts.
Participants - Senior Management project
team members, systems users, analysts, and database administrators.
Scope - Not applicable.
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