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How to Facilitate an Enterprise Business Agility (EBA) Seminar and Assessment

An Enterprise Business Agility Strategists (EBAS) or AgilityHealth® Facilitator (AHF) with EBA experience can facilitate an EBA assessment using the EBA Radar. If you are not yet certified, please learn how to become an EBAS.

You can watch our series of short videos to learn how to prepare and present an EBA Seminar, as well as facilitate the EBA Radar Assessment, or you can scroll down to read the article. 

Video 1: Learn about the purpose of the EBA Seminar & Assessment, who should attend, format variations and the recommended timing.

 

 

Video 2: Watch this video for an overview on how to present the EBA Seminar. Download the current slide deck for the EBA Seminar here.

 

 

Video 3: This video will teach you how to setup an EBA Team in AgilityHealth®.

Video 4: Learn how to create the EBA Assessment in AgilityHealth, along when when and how to launch the assessment, and review other preparation activities.

 

Coming Soon

 

 


Session Purpose and Outcomes:

Click here to review the EBA Seminar & EBA Assessment session, purpose, outcomes and who should attend. You can copy these and edit or customize them before sharing with your participants.


Session Formats

Option 1:

EBA Seminar + EBA Assessment  (3.5 hrs) | ALL-in-ONE

If you are able to schedule a half day session, you can use this format of delivering the seminar and pausing after each pillar for participants to complete the assessment for that pillar. You then review results and build a growth plan all in the same session.

View Agenda

 

Option 2:

EBA Seminar 90 min |  EBA Assessment  (2 hrs)

If you are unable to schedule a half day session, you can use this alternative format of delivering the seminar and launching the assessment for participants to complete at the end of the session or afterwards at their own time.


The follow-up session is 2 hrs and dedicated to reviewing results and building the transformation objectives and growth plan for next 3 months.  Schedule this within 7 days of the seminar. 


View Agenda

 

Option 3:

EBA Seminar  60-90 min | EBA Assessment  (2.5 hrs)

If you are not sure if the organization is open to an assessment and might only be interested in a webinar with an optional assessment, this format will be the best fit. 

Deliver a one hour light seminar to engage and excite everyone. Offer the full 2.5 hr assessment as a follow up activity.  

View Agenda


Agenda

The agenda for Option 1 is below.

View the agenda for Option 2: EBA Seminar 90 min | EBA Assessment (2 hrs)

View the agenda for Option 3: EBA Seminar 60-90 min | EBA Assessment (2.5 hrs)

Agenda

EBA Seminar + EBA Assessment  (3.5 hrs) | ALL-in-ONE

3.5 Hrs

Tips/Resources

Seminar Kickoff

40 Min

 

Sr Leader Introduction 

Introduction by senior leader giving context to why the organization is transforming

3 Min

 

Presenter and Session Intro

Introduce the presenter and purpose of the session

2 Min

Seminar slides & guidance

Kickoff EBA Seminar





(See Assessment Preparation Instructions to reduce delays here)

What is Business Agility

Play Explainer Video

10 Min

Explainer Video Link

Group Activity: Drivers for Change (Why?)

10 Min

Use Slido, Miro or others

Overview of 7 EBA Pillars and Capabilities to Build

10 Min

Link to EBA Model

Confirm if everyone has received email to complete Assessment. Address any gaps before the next step. 

5 Min

Ensure the team was setup previously and you’ve tested sending survey to 1-2 individuals to validate delivery. 

Pillar by Pillar (Customer Seat, Lean Portfolio, Org Design)

45 Min

 

Pillar Overview + Complete Assessment

Pillars 1-3 Overview

~10 Min

These 3 pillars could generate an engaged discussion with leaders. 

Complete Pillar Assessment 

35 Min

 

Break

10 Min

 

Pillar by Pillar (Agile, Leadership & Culture, Make it Stick, Digital/Tech Agility)

45 min

 

Pillar Overview + Complete Assessment

Pillars 4-7 Overview

~10 Min

Leadership pillar usually takes 10-15 min to allow for engaged discussion, the others can go faster.

Complete Pillar Assessment 

35 Min

 

Review Radar Results

40 Min

 

Results Analysis & Discussion

Analyze the Radar Results & Textual Responses. Facilitate Conversation

30 Min

Use breakouts for larger groups by pillar or sub-team.

Identify Top Growth Opportunities 

10 Min

Identify areas for growth by pillar

Growth Planning 

30 Min

 

Growth Plan

(Identify 3-5 actions for next quarter)

Define Transformation Objectives and 3 Months Growth Plan 

20 Min

Allow participants to vote on top 3-5 focus areas. Build the growth plan & 3 months plan

Session Retrospective & Closing

10 Min

Allow leader to close session


Preparation

  1. What to Send Participants When Scheduling the Session:
    1. Copy the EBA Seminar & EBA Assessment purpose, outcomes from the public pages, feel free to make edits/tweaks.
    2. Ask participants to watch these videos to prepare:
  2. Set up the EBA Transformation team inside AgilityHealth®: (10 min. per team)
    1. Complete the Company Setup form (if needed) so our team can create the company for you. Select the EBA Radar and any others you want to activate.
    2. Watch video #3 above on “How to Setup the EBA Team”.. Remember you can set up ONE team or sub-teams if you have 20+ attendees.
    3. Remember to tag the members with the right Participant Groups so you can filter results later by LOB or other criteria.
    4. You won't need to add stakeholders for this assessment.
  3. Set up the EBA Assessment: (2 min. per team)
    1. Watch video #4 above on How to Setup and Launch the EBA Assessment
    2. On the last page, save the assessment as draft and don't launch it until the day of your webinar or assessment session.
  4. Prepare for the facilitation of the 1/2 Day or 1 Day Strategy Session: (2 - 3 hrs.)
    1. Watch videos #1 and #2 above to prepare for facilitation of the webinar and assessment.
    2. Review the EBA page and review the pillar pages
    3. Review the Seminar slides and watch the pre-recorded webinar on our EBA Overview Seminar page.
    4. Review the EBA Assessment questions for the EBA radar.

Facilitation Tips & Next Steps

  • Facilitation Detailed Guide: If you want a more detailed editable guide beyond the videos and resources on this page, please download this guide.
  • Analysis Discussion: When working with a larger group, you can have the group break into smaller groups by line of business OR division and review the results of their assessment and have a healthy discussion. Each sub-team will identify 2 to 3 improvement opportunities. In this case please identify facilitators for the sub-groups ahead of time and prep them for this activity. (This is a 10-15 minute activity)
  • Add Growth Items: Once you have the top gaps identified, help the group define Transformation Objectives (12 months) and acceptance criteria for the next 3 months/quarter.
    • Example Growth Item: We want to adopt outcome based planning across our 5 portfolio teams. We believe that by < ACTION > for the <ABC persona> … We will achieve <GOAL> in the next <Quarter> … measured by
      • AC 1- Training on outcome/OKRs for our pilot portfolio ABC
      • AC 2- Schedule initial Outcome definition workshop for 3 year and 1 year outcomes with senior leaders
  • Next Steps: We typically recommend scheduling a follow up EBA Strategy Session for the specific line of business intended for the transformation to build a detailed plan for implementing the objectives and defined outcomes.
  • Results Presentation: You can compile the results and assessment details in a presentation to be shared with the leadership team after the retrospective session. Download our EBA Results Presentation template.

Virtual or Physical Room Setup

Virtual Meeting Setup:

  • Select your video & meeting platform (Zoom, MS Teams, WebEx ..etc)
  • Setup collaboration tools for brainstorming and Q&A (Miro, Slido or others)
  • Plan ahead for breakout rooms IF you will have them
  • Ensure all participants have been set up in AgilityHealth correctly so they can access the platform to review results and build growth plans.
  • Test access to the tools above (Slido, Miro, AgilityHealth) with an internal customer and other attendees ahead of time to avoid technical challenges during the session.

Physical Room Setup:

  • Small tables for group discussion and collaboration
  • Projector, screen and laptop/PC (to display assessment results during group discussion)
  • Supplies needed:
    • Sticky note pads, sharpie markers, flip chart marker
    • Post It flip chart pads and easels for each table
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