A guide to remote facilitation and online meetings

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远程辅导指南

Remote working is often touted as the future of work. Studies show that remote workers are happier and more productive than their office working counterparts and the benefits for companies moving to distributed workforces are great too!

As teams and organizations begin to transition to working online, the need for well-designed and effectively facilitated remote sessions rises. Unstructured or poorly run virtual meetings can lead to wasted time, frustrated teams and ineffective outcomes.

In this post, we’ll explain what remote facilitation is, why it’s an important skill, and guide you through the process of designing and running great online workshops and remote meetings.

什么是远程辅导?

简单来说 主持人 使团队流程或任务更简单的人。他们通过指导团队完成一个过程,帮助发展理解,并在过程中改进参与和协作来做到这一点。通过采用值得信赖的引导技巧和方法,最好的引导者可以帮助团队以结构化的方式实现他们想要的结果。 

传统上,促进者在现场环境中与团队合作,促进研讨会、团队发展日、培训课程等。随着越来越多的组织和团队远程分布,员工遍布世界各地,越来越需要主持人帮助在远程环境中为研讨会或会议提供便利。 

许多专家认为远程辅导和在线研讨会的运行将 未来越来越普遍和重要. 开发技能和资源,成为一名有效的远程促进者,将证明您的团队和业务的未来,并使您能够与虚拟团队和远程工作者合作。

无论您是一位经验丰富的培训师,还是一个远程团队的经理,下面的指南和最佳实践都将帮助您和您的团队充分利用在线时间。

让我们;快跳进去!

为什么我们需要运行虚拟研讨会?

随着越来越多的团队和组织在全球分布,对可以在线提供的研讨会、会议和培训课程的需求也在增加。 

大型团队飞出现场参加会议或跨时区召集人员的成本可能很高,使用在线工具举行会议或研讨会可以使这一过程更简单、更具成本效益。

That said, bringing together people into an online setting alone is not enough to guarantee success. The effectiveness of any meeting or workshop is often predicated on the skill of the person facilitating and the process they have designed. Online facilitation for a virtual meeting or remote workshop is no different.

Some situations where you might use remote facilitation:

  • Distributed teams with remote workers spread over several locations
  • Hybrid meetings where some people are in one location and several remote workers call in
  • Ensuring workshops or meetings can go ahead even in difficult circumstances ie: with staff illness, travel bans or environmental concerns
  • Delivering online coaching and mentoring
  • Online webinars
  • Online product demos or customer onboarding 

What might I facilitate remotely?

As companies employ increasingly virtual teams or you find yourself suddenly working remotely, you may be asked to run meetings, workshops and much more of your traditional working practice online.

Here are just a few things you may have to facilitate online for your team as they work from home, co-working spaces or elsewhere.

Online meetings

Virtual meetings for remote teams are incredibly common and remote workers will likely attend many virtual meetings every week. These might include daily-stand-ups, all-hands meetings, discussions and more. Like all meetings, virtual meetings should have a clear reason for being run and a specific goal in mind.

Remember that meetings that include face-to-face communication can be hugely important for keeping distributed teams connected and engaged, and that any challenges of the remote setting can be overcome with thoughtful facilitation and well-designed sessions. 

Virtual workshops

While virtual workshops employ many of the same techniques and methodologies as live workshops, online workshops have special considerations, challenges, and potential benefits. 

精心设计的在线研讨会可以帮助远程团队协调一致,产生想法和解决方案,建立信任和关系,并加强远程团队文化。在这些情况下,在线会议不仅是一种奖励,而且是;对于希望在分配资源的同时保持高效的团队来说,re是必不可少的。   

请记住,在在线空间和现场环境中,选择正确的研讨会方法和流程同样重要。你可以考虑采用远程设计sprint或开放空间风格的格式。根据您的目标、团队以及远程工作的限制和好处来设计您的车间,以获得最佳效果。

异步通信和协作工具是任何远程团队的关键因素,但专业化的实时研讨会具有巨大的价值。 

网络研讨会

简单地说,网络研讨会是一种在线交付的活动。在网络研讨会中,一位或多位发言人通常会向与会者提供教学材料,并通过在线软件进行讨论、投票和参与。

网络研讨会在互动方式上往往有所不同;有些可能主要是代表性的,而另一些则具有互动元素,与会者可以在其中提问、回复民意调查或与演讲者互动。

根据您的需要选择合适的网络研讨会软件始于设计。非结构化的网络研讨会很可能没有效率,浪费时间。根据您的受众和目的仔细设计您的网络研讨会,选择能够让您以正确方式与他们互动的软件,然后使用 引导技能 提供尽可能最好的课程。 

在线课程和培训课程

在线课程或虚拟培训课程受益于辅导技巧的使用,可以帮助您在在线课程市场中为您的课程增加价值。It部门;这是一个拥挤的市场,因此提供精心设计和便利的课程可以真正帮助您脱颖而出!

Running courses or training for your remote team likely includes lots of asynchronous learning and the use of collaboration tools. Some online courses can be delivered entirely on-demand, with pre-recorded materials and training software. You know what is right for your audience and the training being delivered, but there is always value to unpacking concepts with a team in real-time or delivering follow-up sessions face-to-face.

It’s important that the live components of any training sessions you conduct are well facilitated and well designed – with a limited amount of face-to-face time, every opportunity to connect counts and can be the difference between a successful or unsuccessful training course. 

Benefits of virtual workshops and online meetings

Just as organizations are recognizing the value of remote teams and a distributed workforce, so too are they waking up to the benefits of online workshops and remote meetings. Well designed and expertly facilitated workshops can be one of your best organizational tools to solve complex problems, create innovation or drive growth.

Simply put: can you afford to miss out on the benefits of workshops just because your team or organisation is remotely distributed? Here are some of the main benefits of running an online workshop or virtual meeting.

Easy access and inclusivity 

Remote working has revolutionized the workplace for people in many roles and industries. Regardless of physical location, people can contribute to their team or organisation and have their voices heard. For people with young families, disabilities or who live in remote parts of the world, remote workshops enable access to things they might otherwise be excluded from,

在在线研讨会或远程会议中,原本无法参加物理活动的人可以参与其中。说到多样性和包容性,这也很好:在英格兰北部举行的面对面会议将不会像鼓励来自世界各地参与者的在线活动那样多样。

性价比高的

虚拟会议或远程研讨会不仅比面对面会议更方便,而且对所有相关人员来说也更便宜。差旅、住宿、研讨会空间、材料和零食都需要花钱,通过在线举办研讨会,您可以显著减少管理费用,并消除参与者的许多此类成本。

对于全球分布的组织来说,将整个团队聚集在一起进行研讨会的成本可能会非常昂贵。虽然将远程团队聚集在一起很有价值,但要根据每个案例的优点来考虑。面对面会议可能有助于公司文化的建设,但当涉及到系列研讨会时,在线会议可能是一个不错的选择。

减少后勤工作量

亲自创建和运行大型研讨会可能是一项挑战,尤其是在分布式团队或大型组织的物流方面。

虽然在线研讨会的举办有很多考虑因素,而且形式也有独特的挑战,但从物流角度来看,远程研讨会或虚拟会议通常可以理解为更容易组织。设置可能只涉及共享屏幕,并要求参与者在家中使用自己的材料完成任务。你可能不需要安排房间或租用空间,而让人们参加会议通常只需要一封简单的电子邮件。

Remember that a reduction in some organizational tasks does not mean they are removed entirely and do not deserve your attention. An online workshop requires considered planning to be effective and while some obstacles are removed, others also present themselves.

Building culture in fully remote teams

Team or company culture can be massively important to the effectiveness of not only a single workshop, but an entire organization. In fully remote teams, or organizations with many distributed employees, realtime meetings and workshops might be the only team employees directly work together.

Speaking with colleagues over video conferencing software and being able to see each other in real-time is a hallmark of successful remote teams. Remote workshops where staff can collaborate and connect, regardless of physical location, helps build connections and a company culture that persists outside of the workshop.

What are the challenges of running a virtual workshop? 

Working remotely on any project or task comes with its own challenges. Virtual teams all have a set of best practices they employ to make their working days more effective, whether that includes the use of collaborative tools or well-developed working processes.

Workshops are, by design, highly collaboratively and require the deployment of varied techniques and processes to make them effective. But how do these function in an online or remote space? Here, we’ll explore the challenges of running remote meetings or virtual workshops you should consider when planning and delivering your online workshop.

Technical issues

The reality of remote working and running an online workshop or virtual meeting is that sometimes, people will have connection issues or technical problems. Poor audio or video equipment, internet quality or loud workspaces can all contribute to lowering the quality of your digital workshop.

This is a challenge that cannot ever be 100% mitigated, though you can take steps to prevent or limit the impact of technical issues on your remote workshop. Give people clear advice on what they need for the meeting and plenty of notice so they can work from somewhere with good internet and have their equipment in order. 

If you plan to run regular online meetings with your colleagues, advocate at your company to help provide the proper equipment for all remote colleagues. Improving audio quality and limiting external noise can help ensure the meeting continues without a hitch.

It’s also worth communicating any additional needs – software, meeting links or requirements – clearly and well in advance of the workshop or meeting. If people need to learn a tool to contribute to the meeting or create a log-in to a new video conferencing app, make sure this is done ahead of the workshop. Fifteen minutes spent at the start of a workshop to help everyone get connected and ruin your schedule or kill the momentum of your workshop.

Alignment

One of the main purposes of any workshop is to align the participants around a common goal or purpose. Successful workshops help a team collect their thoughts and come to a consensus on how to move forward. The facilitator is the person in the room that makes alignment happen and depending on the purpose of the workshop, team alignment can be the major takeaway from the process.

The alignment process is more difficult in remote or virtual environments Open communication is more difficult to facilitate, with cross-talking or an unwillingness to speak up in a remote meeting often cropping up. These constraints can sometimes mean that individuals or teams have less time to make their case or discuss concerns that would otherwise enable them to align.

要有效克服这一挑战,需要正确设计车间–确保您有活动或练习来促进一致性–以及深思熟虑地为团队提供便利。

如果您在在线环境中开展问题解决研讨会,协调一致非常重要,作为远程促进者,您应该帮助团队实现这一目标。 

缺乏共享的视觉空间

使用白板和挂图来说明关键概念和结论,使用大量的便利贴,帮助团队在纸上创建自己的资源或原型,这些都是live Workshop中必不可少的工具。这些资源通常在会议期间保持不变,以便在以后的练习中再次提及或加以反映。

在活动环境中创建和显示这些内容的唯一限制是墙壁空间或资源;能够在分组内容之间走动和移动是live meeting设置的一大好处。

在在线环境中,远程协调员需要更清楚地了解如何利用可用空间以及他们选择提供的工件或打印输出的数量。要求远程参与者观看共享屏幕、查阅文档并参与共享白板不太可能有成效。

有许多在线工具可用于为在线研讨会或远程会议创建共享的视觉空间,但请记住使用所有这些工具可能带来的视觉过载或分心的影响。

对话流较慢

即使在结构最完善的在线会议或远程研讨会中,交叉对话或对话流程也可能是一个挑战。 

在线聊天缺乏我们在现实生活中发出和接收的非言语线索,这些线索使我们能够更准确地知道何时/如何回复正在进行的对话。此外,技术问题、大型团队或音质也会减慢车间内的沟通过程。

远程研讨会和在线会议可以克服这一挑战。在某些环节中限制对话,让每个人都有机会在有限的时间内发言,或者让人们在引导者选择发言之前通过文本聊天提出问题,这样才有效。

小组的规模、研讨会的形式以及所有相关人员的技术稳定性都可以决定解决此问题的最佳方法。

在设计阶段,尝试包括需要较少现场聊天、更多个人头脑风暴和小组工作的方法,或者使用点投票等实践活动来有效地安排时间,并尽量减少不相关的讨论。

订婚

成功的研讨会取决于参与者的参与程度。这就是引导者的闪光点–使用有助于让房间里的每个人都参与进来的技术,设计有吸引力的流程并举办研讨会。

在虚拟会议或远程研讨会中,参与可能是一个挑战。如果你的工作坊杂乱无章地放在一起,并且有几个小时的演讲,没有任何活动或精心设计的流程,人们很快就会感到厌烦或分心。 

远程参与者可能会被;在他们的另一个屏幕上或在他们的物理环境中进行,因此就基本规则达成一致以保持参与者的注意力集中非常重要,就像在live meeting场景中一样。

在远程研讨会中实现参与的关键是设计一个互动的、多样化的、针对您的团队量身定制的流程。使用既能运用创造性方法又能运用批判性方法的任务和技巧,就像在现场研讨会环境中一样。

礼仪

研讨会或会议礼仪对其成功至关重要,主持人通常确保在会议开始之前或开始时概述对行为和礼仪的期望。

如果人们弄错了,在远程研讨会上强制执行此操作可能会有问题,并且会占用宝贵的时间,因此请确保所有参与者都清楚地了解这一点。此外,在线/视频通信文化不发达或不存在的组织需要特别考虑。

在线礼仪的一些基本技巧包括:学会在不说话时使用静音按钮;定位于安静的环境;确保您光线充足,以便其他与会者可以看到您的脸,并且您没有背光;关注什么;正在房间里,没有继续做其他工作或回复电子邮件。

正如所有沟通技巧都需要发展和完善一样,在线或虚拟沟通也需要发展和完善。如果您;如果您在内部工作或与自己的团队合作,请花一些时间帮助您的团队更好地进行在线沟通。如果您;重新成为自由职业者,利用远程研讨会的机会展示最佳实践,并提前分发礼仪或规则集。

共同促进

在现场或在线研讨会中,共同协作是一种很好的分担工作负荷并将多个技能集带到桌面上的方法。这就是说,如果没有现场环境中的非语言提示,在线环境中的合作促进肯定会变得更加复杂。传递火炬或在主持人之间建立联系可能会很笨拙,并且会面临多人共享屏幕、资源或实时协作带来的技术复杂性。

如果您正在与另一位主持人或客户或经理共同协助,那么在研讨会中途也很难进行旁白。要想在现场环境中通过单步走来快速聊天和调整会话变得更加困难,可能需要在休息时间或其他聊天室中完成。

Remote facilitation often requires the spinning of multiple plates and while this is doable, every extra task or window you add to the equation creates the possibility of stress or mistakes. Remove as much stress as possible by carefully and thoughtfully planning your workshop and liaising with your co-facilitator or client ahead of time alongside having a system for side-discussion that works for you.

Some tools such as Zoom have the option for private chats in parallel with the main session. Using a Slack channel for facilitators to communicate while the meeting or workshop takes place in video conferencing software is also a viable solution.

Breakout groups or small group discussions

A winning mindset for designing and running a remote workshop is to recreate the live workshop experience as much as possible. Think of the last full-day workshop or conference you attended. How much productive conversation happened in the breaks, between activities or while just getting a coffee? Were full group discussions as effective as more focused breakout groups?

All of these opportunities to communicate in groups of varying sizes is conducive to a successful workshop, particularly if it is lengthy and the group will benefit from variation. This is challenging to achieve in a remote workshop setting, though should be considered early in the workshop design process.

Remember that remote workshops do not allow for the same level of non-verbal communication as live meetings: reading body language, for example, is difficult to impossible to achieve online. Informal chats during break time or the ability to break off into smaller groups is also difficult to implement well. 

The challenge here is how to create space in the agenda for those kinds of breakout sessions or small group discussions and how to implement them in practice.

Zoom, for example, supports breakout sessions, or an alternative would be to told multiple small meeting rooms on your video conferencing software. This can be cumbersome and there is the obvious issue of teams transitioning into small groups and then reconvening. 

You may find that your workshop chooses to remote breakout sessions altogether and instead find other ways to create your desired outcomes. Remember that good facilitation is always conducted in the service of the group and the underlying purpose. Only use breakout sessions if they’re the right fit.

How to design a virtual workshop

Planning and designing is an important part of the process, arguably even more so in a remote setting with added constraints and specific considerations for online audiences.

Whether you’re running an online workshop for the first time or have delivered heaps of virtual meetings, we’ve put together a guide to help you improve your design and planning work.

Know your audience and set-up

The first step in designing a remote workshop is to understand your audience and their needs. This is true for any facilitation scenario but is especially true in remote settings where personal cues and body language are more difficult to receive and the technological tools can present some boundaries in communication.

Circulating a preparatory survey or having some small meetings with stakeholders can help ensure you’re creating a workshop with your audience in mind. Remember that the best workshops are bespoke in nature and really take into account the needs and makeup of the group being facilitated.

It’s worth noting that knowing your audience and their set-up is imperative when beginning to design a session. Your exercises and methods must be tailored to whether you are working with entirely remote participants or a co-located team with a couple of virtual members calling in. 

另一方面;同样重要的是,您要考虑学员所在的时区,并找到合适的时间举办远程研讨会。全球团队可能需要多个研讨会才能联系到所有需要联系的人,而不必让任何人在午夜登录。

仔细考虑参与者人数

在线研讨会的优势之一是,无论地理位置或其他限制因素如何,您都可以邀请他人参加。也很容易让很多人聚在一起而没有问题。也就是说,并非每个研讨会或会议都需要每个人都在场,事实上,限制某些研讨会的参与者可以提高其效率。

根据研讨会的设计和目的,您可能希望组建一个规模较小、重点突出的小组,以实现您的目标。如果组织中的每个人都应该完成研讨会流程,那么您可能需要运行几个单独的研讨会。

再次思考你的目标和结果,根据你在这里学到的知识选择参与者和研讨会的数量。通常,与主要利益相关者举行一次初级研讨会,然后将结果反馈给他们的团队是一种好方法。

确定目标和结果,并牢记远程的限制和好处

每个研讨会都应该有一些目标和成果–在讨论和思考这些问题时,应牢记远程协作的挑战和好处。校准会议对于问题解决研讨会或设计冲刺有不同的目标,虽然所有这些都可以在远程环境中实现,但实现预期结果可能需要不同的方法或需要进行调整

例如,设计冲刺可能需要使用更强大的协作工具,如在线白板,以提高效率。在远程研讨会中可能无法进行有效的原型设计,因此您的目标和预期结果应该反映这一点。

尽管如此,请记住远程环境提供的好处和独特机会–独立工作、专注和广泛体验的时刻,文化

拥有远程团队的好处–思想多样,人才库高–也是您在设计成果时可以利用的好处。全球分布的团队可以提供全球分布的洞察力–用这个! 

选择适当的练习

促进过程通常要求包含一些练习或活动,以便有效地领导团队完成一个过程,并让他们以创新或创造性的方式思考。练习、游戏和方法都很棒,但请记住,在现场研讨会中有效的东西可能不会在网上起作用。要求每个人都在同一个房间里走动的大型小组游戏显然不适用于远程工作室,但有些练习并不那么明确。

在在线环境下,需要进行大型小组讨论的练习可能会很难进行,而分组讨论可能很难作为主持人进行。单独进行简短的演讲和小组反馈会非常有效。尽管为远程研讨会找到正确的练习可能很棘手,但它们对于研讨会的成功仍然至关重要;他们只需要为远程团队精心挑选和调整

Remember that tasks often take longer in an online workshop so plan accordingly. Delivering instructions can also be more difficult – try using remote activities and exercises that are simple in nature and easy to explain. If your exercise requires drawing or the use of pens and paper, be sure to communicate this ahead of the workshop.

So long as you take the time to intelligently plan and design your online workshop or virtual meeting, there’s no reason you can’t be creative and use fun exercises to keep your participants engaged!

Use the right tools

Facilitating a remote workshop or online meeting requires that you use tools as part of the process. Just as you will choose the right exercises, format, and methodology for your group, you will also want to ensure you are using the right tools.

You will want to consider the online meeting/video conferencing software most suitable for your needs. Will you want to include breakout sessions, record the session, or have robust text chat features? Will your participants need access to shared files and materials, and how will those be distributed?

If you are leading a design sprint or developing a roadmap, would an online whiteboard be an effective way of helping people collaborate in real-time? How will you plan your remote workshop and create an agenda for both you and your team to follow?

It’s likely that your team or organization already uses certain tools for these challenges, and continuing to use tools you are familiar with can help remove potential learning curves or stumbling blocks. Remember that any tool should be used in service of the group and the requirements of the process you have designed – if the tool helps that process and the group achieve success, use it. If it gets in the way, reconsider.

Want some specifics? Check out our post on tools for online meetings and workshops for some examples of great tools you can use in your organization.

创建远程友好计划

在线会议通常很累,一次坐在电脑屏幕前几个小时不休息会扼杀任何对研讨会的热情。设计一个有大量休息和混合任务的时间表,让人们保持新鲜。

试着让自己有机会离开电脑四处走动。认真考虑远程研讨会议程中最重要的内容,并保持精简。许多主持人认为,在线研讨会在设计上应该比现场研讨会短,因此,你可能希望举办一系列研讨会或远程会议,以实现你的目标,而不会让参与者精神疲惫。

请记住,如果您;重新为全球团队举办研讨会时,应考虑时区。可能是您在不同的时区为员工举办了多个研讨会。我们中很少有人在深夜或在正常工作日程之外完成最好的工作,期望某些远程团队成员熬夜或很早开始工作是不合理的。

使用规划工具设计优秀的流程

所有研讨会或会议都得益于精心的规划和设计。使用研讨会计划工具(如SessionLab)创建适合您的目的和参与者的研讨会议程。

在线研讨会或远程会议的成功通常取决于有效的设计和完善的流程。在没有仔细设计练习、目的或流程的情况下运行远程研讨会可能意味着参与者会迷失方向或感到沮丧,并且课程的有效性会受到限制。

我们的700多种辅导技巧库可以帮助您找到适合您的目的和时间范围的正确练习,通过使用我们的规划工具,您可以轻松调整时间表,并为所有参与者提供远程研讨会。您可以创建议程PDF,以便在研讨会之前共享,并邀请客户或共同主持人也进行协作!

Carefully consider the technological aspects

Technical issues are likely to arise and though you shouldn’t allow your session to be dictated by these, it’s worth planning ahead for the occurrence of such issues.

Send the technical requirements of the workshop or meeting to your participants well in advance. Send reminders on the day of the meeting though still design your agenda with a few minutes overspill for late arrivals. Have back-ups for technically demanding exercises or find easier to implement alternatives.

If you’re doing a hybrid meeting and have many live groups in separate locations, consider having someone help you with the technical aspects so you can focus on facilitating. Check all of your equipment and software ahead of the workshop. Nothing more embarrassing than having your wireless mic run out of charge or needing to update your software mid-meeting. By factoring in the technical aspects into the design and planning stage, you can ensure you get this right and don’t run into issues later. 

Keep it simple

Most of what you would do in a traditional workshop becomes a little more difficult in a remote setting. Whether it’s facilitating a group discussion, engaging in exercises, games or ice breakers, or explaining a new product or tool.

Simplify your workshop where you can to help ensure people spend less time trying to understand tasks or process information and more time doing. Choose exercises that are easy to explain and facilitate and keep any explanations or presentations lean.

At the design stage, be certain to clarify the purpose and desired outcomes of the workshop so you can remove extraneous material and efficiently reach those goals. Remember that extraneous material does not mean removing breaks or ice breakers but instead, taking away those items that do not relate to helping a group move through an effective process or the purpose of the workshop.

远程会议和在线研讨会提示

Tips for running a virtual workshop

Carefully planning and designing an online workshop is only half the battle. Running a remote workshop or virtual meeting presents many challenges – some of which are unique to remote facilitation scenarios.

Furthermore, all facilitators know that a process often needs to be adjusted on the fly and in remote workshops, choosing when and how to do so requires some consideration.

Here are our tips on running an online workshop or meeting:

Take regular breaks

Staring at a screen often takes more mental energy that a face-to-face meeting. When working online, it can also be easy to lose track of time and go for a long time without stepping away from the screen.

Design your agenda to feature breaks and do not be tempted to remove them. Giving your team a moment to recharge can help ensure the efficacy of the workshop. In-person workshops often have breaks every two to three hours. In a remote workshop, you may want to have breaks more frequently. Also, make it clear that its okay to take a comfort break if necessary!

It’s worth noting that using online energizer activities and a mix of group discussion and solo-work activities can also ease the fatigue that can set in during an online session.

Encourage your participants to step away from the computer during a break. Go outside, meditate or grab a snack – whatever it is, giving the brain a moment to rest is imperative for successful workshops and keeping everyone at the top of their game.

Get everyone on webcam 

Effective communication is not just about words – body language, facial cues, and vocal reassurance all factor into making productive discussions.

Getting everyone on webcam so that you can all see each other is a great way to increase engagement in a remote workshop and help people feel connected.

请记住,为了促进这一点,您需要让参与者知道这是对他们的期望,并做好相应的准备,以便他们可以放心地这样做。

这有什么作用;这并不意味着谴责在家工作的人让他们的孩子或宠物进来,而是建议他们采取措施帮助车间提高效率。

任何工作环境都有可能发生曲线球,在特殊情况下或新的工作安排下;体谅他人和同情他人也很重要。

善待他人

因此;值得一提的是,在线研讨会和远程工作对许多人来说都是新鲜事。在传统环境中工作有自己的规则和礼仪,向在家工作和拨打在线会议的过渡可能很难调整。

善良、体贴、耐心。了解远程会议和在线研讨会的内容需要时间。通过向员工提供他们所需的所有工具并概述您的期望,您可以;我们有一个很好的开始,但记住要有同情心。

以身作则,承认困难或陌生,共同前进。一旦您和您的组织停止工作,远程工作和在线会议可以对每个人都有效–在上进心和出牙期,试着和蔼可亲、富有同情心。

尽可能每人一台设备

尽可能确保每个参与者都有自己的设备。这意味着他们可以加入聊天频道,提出问题,清楚地看到必要的幻灯片或材料,必要时可以静音。

一个设备还意味着你可以更清楚地管理单个收件人,并且他们的视觉轮廓在说话时会更加集中。如果车间的设计需要单独工作,这可能是必要的。

One device per person isn’t always achievable, particularly for hybrid teams or times when large numbers of people call in from one location. The key in those circumstances is having rules which allow everyone to contribute, maintain focus and mean you can manage recipients effectively.

Manage the audio

Most online meeting tools allow the administrator to control the audio of individual recipients. While it’s worth asking your participants to self regulate, to mute their mics when not speaking, to be respectful and limit cross-talking, it’s also a good idea to have the tools to mute all and control the audio of the room.

Good facilitation is all about managing the group through a process and facilitating effective communication – being able to do so quickly and efficiently can help ensure the workshop is a success.

Have one leader, but try co-facilitating

Online workshops can benefit from having an additional facilitator, particularly when working with clients as a freelancer or with external organizations. If you’re working with an external group, having a co-facilitator from that team can ensure those people have a voice they trust helping to guide them through the process.

Having a co-facilitator in the room during hybrid meetings can also be useful when it comes to managing the group and keeping everyone engaged. In those situations where you have some people collected together, having one facilitator looking after the remote participants and another looking after the live folks is a good strategy.

When you do co-facilitate, it’s still worth having a single leader or owner of the workshop helps to ensure that the process is effective and to be able to make changes if something isn’t working. Find what works for you and your team but remember that everything you do should be in service of helping the group engage with the process.

Include participants in larger discussions where appropriate

Workshops are collaborative processes and should be designed with the engagement and inclusion of all your participants in mind. It is almost a given that throughout the remote workshop, your participants will speak up and share things with the group, but think about how you would like them to do that.

Everyone talking at once is not an effective strategy so think about using text chat to filter questions and have a moderator pass the most prescient over for the group to discuss. When having live group discussions where everyone speaks, timebox the time they have to share and ensure you follow a structure.

Depending on the format and goal of your online workshop or remote meeting, you may want to invite individual participants to communicate something from their own areas of expertise or deliver information relating to an exercise or activity. Use the experience and wisdom of your team – just give them some advance warning if possible!

Ensure clarity at every stage  

Exercises and activities are part of the bread and butter of many workshops and group processes. Including a mix of different activities when facilitating remotely can also help keep an online group engaged and energized.

All the exercises you run in an online setting should be clearly explained and clarified before you begin. You do not have the same opportunities to wander a room and course correct your participants in a remote setting so take the time to get everyone started on the right foot.

It’s worth remembering that this goes back to choosing the right games and activities for your remote workshop and ensuring they work in an online setting. Keep them simple and easy to explain and practice how you deliver the instructions.

注意计时并考虑使用时间盒

准时参加会议始终是一个考虑因素,尽管在网上讨论和活动通常需要更长的时间。如果没有适当考虑结构和引导风格,可能会继续进行无结构的对话,分散整个团队的注意力,使其无法继续前进。

为您的活动和开放式讨论设定时间表,以使每个人都保持正轨和专注。制定现场讨论的基本规则,这意味着每个人都可以保持专注。使用文本聊天频道或方法,如 一次呼吸反馈 在让每个人都发言和保持研讨会的进展之间找到平衡。

有一个文本聊天频道的版主

关于文本频道的主题,在一个地方,参与者可以为小组或主持人做笔记和提问,同时保持会议的进行,这是一个很好的方法。

缓和该渠道并回答这些问题,同时促进研讨会的开展可能很困难,这意味着你在其他领域的效率较低。

如果研讨会的需要或小组规模需要,请考虑让人调节文本频道,在适当的情况下回答问题,并在必要时传递问题或主题供小组讨论。找到一种方法,确保每个人都能听到并表达自己的担忧,同时保持流程的运行,这对每个人都有好处。

记录会议或研讨会

It部门;很可能不是每个人都能参加您的远程研讨会,特别是如果您的团队分布在全球,并且跨多个时区工作。

记录研讨会,以便能够;参加也会有好处,或者说你和你的团队可以回顾要点,然后改进你的流程。您可能还希望使用转录软件以便于参考,或者让有听力障碍的队友能够参与到;已经完成了。 

All that said, bear in mind that a recorded workshop is not the same as participating in a live workshop, and depending on the needs of your group and the number of people who could not attend, you might be better to run multiple workshops. The process is often as important as the outcome and you will not want to deprive people of that experience unless necessary.

Use polls and anonymous voting 

Using polls with your participants can be an effective way of getting the feedback you need quickly and efficiently. Remote facilitation often requires that you simplify and redesign parts of your in-person process to be more efficient in a live setting.

Some aspects of the online workshop will be exactly the same as the one you run in the flesh, whereas others simply take too long or require rethinking to be effective in an online setting. 

The key here is to facilitate contributions and collaborations from your team without getting bogged down. Use online tools such as online polling to make the process more efficient and consider allowing anonymous voting if you’re having trouble getting people to speak up.

Pre-record what you can 

In a remote setting, having pre-recorded videos of walkthroughs, tutorials or product demonstrations can not only save time but reduce pressure in the session.

Many recipients really benefit from the inclusion of videos or images and varying the way in which information is delivered can help keep people engaged.

By preparing elements prior to the workshop, you can achieve this while also limiting the impact on your stress level. Remote facilitation is often a matter of juggling a lot of items at once. Easing the number of items you need to juggle on the day can really help you excel as a facilitator, particularly if you’re new to the field.

我应该如何准备远程协助?

创建一个出色的研讨会计划并复习你的辅导技能对于创建一个有效的在线流程至关重要。在运行远程研讨会或虚拟会议之前的几天,您需要做一些准备工作。

以下是为促进在线研讨会或虚拟会议而应采取的步骤。

确保每个人都熟悉您的工具;重复使用

在任何促进环境中,分心和技术问题都可能令人沮丧。在虚拟会议或远程研讨会中,他们可能会完全脱轨。

确保参加车间或会议的每个人都安装了必要的工具,并有时间跟上进度。基本上,这意味着确保您的与会者能够访问您的在线会议软件;重新使用,并已指示安装。

如果您;重新使用协作工具、在线白板或将使用共享谷歌驱动器中的资源,确保每个人在会议之前都有访问权限。在会议中查找和共享链接所浪费的时间可能代价高昂。

It部门;还值得注意的是,您需要熟悉正在使用的工具,并花时间对其进行更新。必须在会议中更新信息会让你失去作为主持人的最佳状态,这是一件值得准备的事情。

提前向每个人发送议程并概述您的期望

帮助学员准备研讨会应该是您准备过程的一部分。这意味着提前发送时间表和某种形式的议程,让他们知道你对他们的期望,并为他们提供参加会议的明确指示。

A note on the agenda: depending on your needs and familiarity with the group you may not need a detailed agenda. If you have a very clear process in mind and do not want to open those items up for discussion, keep the agenda simple.

You know the needs of your team the best, so tailor this to their needs, though be sure to give your participants some idea of what the workshop will involve so they can prepare accordingly.

Be sure to communicate your needs and expectations clearly. If people need to prepare something before arriving, make this explicit. Include a section on etiquette, technological requirements and any other expectations you have. Including this here can save time later and ensure everyone is aligned. 

Remember that getting people to the meeting or workshop is part of the preparation process. Be clear with this information and try to include local timezones for everyone. It’s very easy for someone to get mixed up on time and miss the start of the workshop. 

Test, test, test

Whether it’s your first time or you’re a pro, there is always value to testing the technology, tools, and set-ups of your online workshop ahead of running it. This means testing your sound and visual equipment, going through your slides and testing any online collaboration tools you will be using.

While getting this wrong with an in-house team can be a minor embarrassment or waste of time, with external paying clients these hiccups can be more problematic. Don’t let a simple issue derail your workshop – test everything!

Choose the right location

Even when running a workshop online or virtual meeting, everyone will be logging in from somewhere. Running a remote workshop from a loud coffee shop isn’t a great idea, and so take the time to find the right location that has the environment, tools, and space you need to be effective when facilitating online. Remember that good quality, stable internet is part of this arrangement too!

This is also a consideration for hybrid teams where large groups of people might be logging in from a head office while others dial-in. Do you have a suitable room booked for those team members, how will they be able to raise questions effectively and communicate with your remote participants?

Knowing the answer to these questions goes back to the design and planning stage of your workshop. Once you have nailed down what you need to make your workshop a success, you can then find the right tools, locations and processes to do so. 

Don’t be in a position where you invite those in-person participants to contribute questions or share files and do not have the equipment or space to facilitate that process effectively.

Brush up on your facilitation skills and maintain awareness

All of the skills you need to be an effective facilitator in a live setting still apply in a remote workshop. You still need to ask the right questions, effectively lead a team through a process and manage group dynamics. Our post on the essential skills a facilitator needs to be effective can be helpful as a refresher or learning tool.

Arguably, the restrictions and challenges of an online meeting or workshops ask that a remote facilitator pay even more attention and be proactive in handling issues before and when they arise than in a live setting.

It can be easy to fall into the trap of sitting in front of a computer and forgetting all of our facilitation techniques and expertise. Be present, maintain awareness and keep your facilitator hat on, even if you’re working from home in your pajamas. 

What should I do after facilitating a virtual workshop or online meeting?

首先,深呼吸,祝贺自己!远程协助研讨会或会议是一项艰巨的工作!一旦您;恢复后,您需要采取一些措施,以确保会议的良好工作得到充分利用,并可以在车间外继续进行。以下是远程研讨会或在线会议之后您应该做的一些事情。

分享成果、收获和行动计划

每一个好的研讨会都有明确的目的和目标。会议结束后,工作组应就后续行动达成一致,并将重申会议的一些关键要点。

所有协作过程都会产生大量数据、见解和结果,特别是如果这些会话需要一整天或更长时间的话。很难跟踪所涵盖的所有内容,并开始采取正确的后续步骤。整理一份汇总文档或电子邮件,并与团队共享。

您还希望与那些无法分享研讨会成果的人分享研讨会成果;我不会参加,但会发现这些信息很有用。利益相关者、高管或无法;如果合适的话,t Attendant应该加入到对话中。

如果您;我已经录制或转录了会议,请借此机会与大家分享!

鼓励反馈

远程辅导是一个相对新兴的领域;要使在线研讨会尽可能做到最好,还有很多东西需要学习。鼓励主要利益相关者以及整个团队提供诚实、批评性的反馈。

不仅在一次会议之后,而且在一段时间之后,以及在研讨会期间提出的一些行动已经实施之后,获得反馈也是非常有益的。

您的学员对研讨会所说的一切、您的远程辅导技能以及他们在该过程中的经验都有助于在未来改进和提供更有效的远程研讨会。

On communities and working groups

The participants of a remote workshop might be old colleagues or may have never worked together before. Setting up a community or working group where the members of an online workshop can continue to discuss items, work together or share best practices can be invaluable in continuing the work started in the workshop.

Slack channels, collaborative spaces online or follow-up meetings can all be invaluable, particularly for teams who may not get direct contact very often. Remember that remote work can sometimes be isolating and by designing processes and follow-up actions that engender continued contact, you can help your team feel more connected.

A note for freelancers: creating, moderating and engaging an online group can be hard work and depending on the limits of your brief and working arrangement with your client, this may be something you pass on to someone in the group or facilitate on an ongoing basis. 

Tools to help facilitate your online meeting or virtual workshop

The nature of virtual workshops asks that facilitators use online tools as a matter of course. Video conferencing software such as Zoom is likely to be the bare minimum of your needs, but there are many tools available to use when it comes to working collaboratively and communicating effectively in an online workshop.

Let’s take a look at some of the tools that can help when running a remote workshop!

Mural is a digital workspace that enables real-time visual collaboration for remote teams. Mural effectively emulates many real-life workshop process with an online whiteboard, sticky notes and the creation of lists, charts, diagrams and more. This kind of visual approach to facilitation can be very effective and helps engage participants in the process and can provide a single space for you to work in with your remote participants. Mural has a free 30-day trial and offers pricing plans based on the numbers of members. 

斯托姆兹 是一款专为专业促进者设计的应用程序,使您能够设计和促进集体智慧会议,以产生创新想法,选择最有希望的想法,将其转化为切实可行的解决方案,并做出明智的决策。您可以使用Stormz让参与者直接从笔记本电脑、平板电脑或手机上输入您在应用程序中生成的问题,产生想法并做出集体决策。非常适合远程工作!免费版本允许每个研讨会有3名参与者。

金属流量计 允许您在其web应用程序中创建问题(如多项选择题),参与者可以从其移动设备上回答这些问题。最棒的是,您可以立即看到每个人;的意见,并将结果实时显示给组。这有助于您的参与者感到投入,这对于大型远程团队尤为重要。它在具有简化用户体验的移动设备上运行得非常好,免费版本允许您在每次演示中创建两个投票和五个测验问题。

米罗 是一个为分布式团队设计的在线白板工具。它的特点是在徒手模式下上传图像、创建注释和绘制不同颜色和大小的图形,并拥有在虚拟空间中支持精心设计的过程所需的一切。该应用程序还提供了一个很棒的模板库,可以方便地找到白板所需的正确结构,并提供了一个免费版本,最多可为您的团队提供3块白板。Miro是一种为远程团队创建在线工作区的好方法。

会话选项卡 is designed for planning and designing workshops and meetings, and by using our tool to craft a great remote workshop with ease can really help make them a success. With a library of over 700 expert facilitation techniques and a collection of fully-featured templates, you can learn from the best and get started quickly – particularly useful if you’re suddenly having to work remotely.

Invite collaborators and co-facilitators to work on the workshop plan in real-time and share PDFs of your agenda with the participants. You can also adjust your workshop plan in real-time and see how going over in one section can affect the timings of the rest of the day. By keeping your notes, materials, links, and agenda all in one place, you can help ensure the smooth running of any online workshop or meeting,

Wrap up

As companies become more and more distributed, teams and organizations will spend more time in online workshops and remote meetings. Ensuring these are effective and well facilitated is imperative to helping remote teams feel connected, be productive and contribute to the success of the organization.

Remote facilitation isn’t just the future: it’s happening right now. Learn how to be a better remote facilitator and take advantage of the opportunities and inclusivity that the online workshop space enables. Your participants will thank you for it!

Have any thoughts on remote facilitation? Are there any techniques or tools you’d like to share? We’d love to hear from you in the comments!

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1 Comment

  1. James, I totally agree with you.
    I work with my remote team and I must say these techniques really work!

    Regards,
    Beth Worthy,
    President, GMR Transcription

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