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Tuesday, July 22, 2008

Checklist for getting a JAD session started

1. Define the Project

The JAD Project Leader meets with the Project Sponsor to complete a JAD Project Charter.

2. Form the JAD Group

The Project Leader and Project Sponsor form the JAD Group making sure you have all affected areas represented. You will need a Project Sponsor, Project Leader, Business Users and Systems Analysts. A JAD Group should have 8 or fewer total members. It is hard to be effective with more than 15 members.

3. First JAD Meeting - Kick off Meeting

Your first JAD meeting may have the following agenda items:

Share problem definition and overall goal. Get consensus on these two items.
Train each member of the new group on what a JAD Group is so they will understand the purpose, the roles and how a JAD works.
Establish JAD Group expectations/responsibilities.
Determine meeting frequency, time and place.
Determine roles - Project Sponsor, Project Leader, Record Keeper, Timekeeper, Clients.
Continue holding JAD meetings approximately every week or every other week until you have reached consensus on a design.

4. JAD Meetings - Planning, Analysis, Design Phase

Review the current process - map it out
Identify Problems/Challenges in the current process
Brainstorm solutions for those problems and challenges
Benchmark other organizations for possible solutions
Consider Buy vs. Build
Survey your customers for problems and ideas
Evaluate list of generated ideas
Determine your course of action - tasks to be accomplished
Develop your timebox - list of tasks, who is assigned and when each task is due.
Present the Project Design to the Project Sponsor and Representative Customers and Get the Thumbs Up
Communicate, Communicate, Communicate

5. JAD Meetings - Development, Execute, Finish Phase

Meet every 2 weeks to make sure the development stays on track Agenda - how did we do on our goals?

Discuss problems and challenges
Make decisions jointly
Set goals for next meeting
Assign tasks

6. Assign Duties

Assign as many of the project duties as possible to members of the JAD - this helps build buy in and a feeling of ownership towards the project.

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