To make the better use of the development and business team's time it is important to plan in advance the workshop
sessions and to clearly state what is in the agenda. We recommend organizing the day in two parts:
Do morning discovery workshop using elicitation techniques with the project stakeholders and subject matter expert.
During the rule harvesting phase the analyst team may want to use the rule template document to enter the rule
description and use some simple diagramming techniques to define the business entities (A good tool is the UML
class diagram but without the details of the methods)
Second part of the day is used by the analyst and development team to perform analysis activities and later on
to author the rules.
As explained in Cycle Approach to Rules Development the discovery workshops are in phase 1, 2, and
3, but with different frequency of occurrence. Phase 1 and 2, the workshops can be set every morning, but starting on
phase 3 it could happen every two days or more (but never more than a week to keep the focus and efficiency in the
The team should verify to have access to a dedicated meeting room with white boards, pencils, paper; post it, and
potentially a UML tool to quickly develop diagrams..