The Institute’s Coaching & Mentoring Plan

When Success Really Matters

You have attended a seminar or course by The Institute. Now you’re about to start a project, and you’re going to apply the new fast and accurate techniques for business systems analysis you’ve learned.

Some help and guidance from an expert would be invaluable.

The Coaching and Mentoring Plan

1.   Identify the project you will be working on including the objectives, benefits to your organization, and the subject-matter experts (SMEs).

2.   Ask The Institute to prepare a Coaching and Mentoring Plan Statement of Work (CAMP-SOW). We will send you a Questionnaire and then review your project based on your answers, and then develop the most effective plan for you, your project and your organization. We will also assign a Certified Coach/Master Consultant to work with you to deliver a successful Business Requirements Document (BRD) and transfer, enhance and solidify your skills based on the course you attended.

3.   Your Coach/Master Consultant (C/MC) will work with you for 5 days on a specific, real project.

4.   By email, your C/MC will work with you to create a strategy and schedule for completing the project discovery sessions.

5.   Your C/MC – as “pilot” – will conduct the Scope & Complexity Blitz (SCB) with the project’s subject-matter experts. You and your alternate (if possible), who also has taken a seminar or course from The Institute, will record the SCB events, as “copilots”. We will make adjustments to the schedule for the discovery sessions, if necessary. (If there is only one of you and no alternate, then we will make adjustments as necessary.)

After the SCB we will review with you and your alternate what was done, what was accomplished, and how to go about doing it in future. The SCB will require about ½ day, and another ½ day will be needed for review with you and the others who are part of the Coaching and Mentoring Plan.

6.   On the following days your C/MC, as “pilot”, will conduct several of the planned discovery sessions. During these discovery sessions, you – as “copilot” – and your alternate will record and document elements of the Business Requirements Documents.

7.   After observing the C/MC complete several discovery sessions, you and your alternate (alternating, as per plan) will conduct your own discovery sessions with subject-matter experts. Your C/MC will be your “safety net” and guide, at all times focusing on the quality of the end product and the necessary skill transfer.

8.   At the end of each day your C/MC will review the strengths and areas of opportunity for immediate improvement for you and your alternate. Your C/MC will also review and discuss the dynamics of the discovery sessions and the resulting completeness of the Business Requirements Document. Your C/MC’s objective is to help each team member become comfortable with the analysis approach you’re using as soon as possible, minimize the learning curve, and to help you become experts fast.

9.   On the last afternoon of the 5th day, your Coach/Master Consultant will conduct a Practice Review so you and your alternate can see a composite picture of what you are doing well and where there are opportunities for improvement.

To reserve dates for you own Coaching and Mentoring Plan, please contact Bob Taylor at (800) 757-4326 (10 AM – 6 PM Eastern Time) or at Bob.Taylor@TIFSA.org.  (please copy this email)