virtual team facilitation

In Guess the Desk, start by having each participant takes a photo of their desk or remote working set-up and send them to the facilitator who then puts them into a shared whiteboard or Google Doc. Any cookies that may not be particularly necessary for the website to function and is used specifically to collect user personal data via analytics, ads, other embedded contents are termed as non-necessary cookies. We need to be aware of the interactions and reactions wit… Value chain frictions and incidents of human error are greatly reduced. While proper and adequate preparation is still important in a conventional facilitated session, it is critical for a successful virtual team facilitation. It requires special preparation to achieve the objectives. Whether you are a seasoned facilitator wanting to make the move to remote facilitation or the manager of a remote team, the guide and best practices below will help you and your team make the most of the time you … A fun virtual energizer that helps teams get to know each other and share best remote working practices! The perception of time is distorted and the feeling of losing time increases (“This meeting could have been an email.”). Your email address will not be published. Resist this urge. 4. This website uses cookies to improve your experience while you navigate through the website. Virtual facilitation: what it is, why it matters . What do I need to set up for visualization of the work and results. An example of this would be using an online application like Slack to create a sense of group unity. Download our Remote Facilitation infographic to help ensure you’ve considered everything for a successful session. +1 (678) 366.1983, Office Hours:Monday – Friday, 8:30-5:00EST, How to Conduct Productive Virtual Team Facilitation Sessions, Alonso Alvarez, Netmind Lead Expert in Enterprise Agility, has over 25 years of experience and a successful track record of increasing personal and team productivity through agile methods. Save my name, email, and website in this browser for the next time I comment. When meeting virtually, facilitators can have a tendency to fill the silence. Set it up so that if some people are remote, everyone is. A good part of our communication is not verbal; losing this dimension is a way of losing information. Try “bring your own cider” (the choice of drink will depend on the timezone of the participants) As a facilitator, you got to have everyone engaged – here are a few tips Get everyone on video. If your team doesn’t meet face-to-face on a regular basis, cohesion, communication, and connection can become more difficult. This website uses cookies to improve your experience. Virtual team facilitation has different rhythms. There is an overall positive impact of going remote for companies. This is important to avoid overloading the meeting so it’s not perceived as a waste of time. Facilitation refers to the techniques, conventions, tools, and guidelines that help keep a team productive and focused on the meeting goal, whether it is a regular meeting within a framework (such as planning or retrospectives) or more sporadic (such as an Inception session, User Story Mapping, or the onboarding of a team). Cross-cultural conflicts gradually transform into intercultural synergy. Agility is many things, and one of its most important aspects is managing work flow and human relationships. If you’ve never tried to facilitate a virtual meeting or a remote team, just know it can be done by adjusting and tweaking a few things. As a facilitator or HR partner, you may be struggling to support creative and collaborative remote work, while orienting team members to new technology that can often be overwhelming. Netmind US296 South Main Street, Suite 300Alpharetta, GA 30009-1973T. Learning outcomes include: Clarity around why teams need to form or re-form in the remote environment; Virtual strategies to achieve team alignment including: All these artifacts can be evolved as we discover better ways to achieve our goals in facilitated sessions. Mountain bike, nature, cinema, traveling and photography are his other passions. We invite you to check out our next online Virtual Facilitation Masterclass to learn more. Techniques for Virtual Brainstorming, Voting, Feedback, and Energizers. The virtual team facilitation program continues TeamCatapult’s mission of providing a learning journey for 21 st century collaborative leaders who want to grow their capacity of working with agile teams. Be sure to have an alternate communication channel. Her coach training is from Coaches Training Institute and Center for Right Relationships. How does this fit when we have distributed teams? For many companies around the world, running virtual meetings is the only way to manage cross-team communication. These cookies do not store any personal information. Allow ample time for the sign-on process and be aware of potential glitches and time restraints. Virtual Facilitation. As an instructor, his objective is to help students gaining new skills and knowledges; as coach and mentor, he helps them overcome challenges and difficulties by putting in practice new ways of working and organizing. Use social and professional channels to keep people in touch with one another as they work. (More on this below.) How does this reality connect with the agile philosophy? Technology is good, but sometimes it will fail. In-person meetings and co-located teams work because we “socialize” quite a bit. Although Kanban boards can be easily simulated (a shared spreadsheet is more than enough), dedicated tools (Trello is a highly recommended free alternative) provide easy, basic functionality to get the most out of visualizing your progress. The Grove Consultants are experts in team development and visual facilitation. Virtual Facilitation Skills for Teams Check out the four essential skills to maximize productivity during virtual meetings. Getting Started With Virtual Team Facilitation. While technology is an amazing tool, not every team member will initially be as comfortable as the facilitator using this technology. Do NOT follow this link or you will be banned from the site. For example, it can be as simple as a conference call using phones or another back up communication or collaboration tool. As corporate globalization continues and the geographical deployment of virtual project teams increases, project managers have turned to technology to maintain continuity and cohesiveness within their teams. Progress visualization is critical in agile environments because of the ability to transmit relevant status and information flow in a single view. For example, if you are planning a 2-hour session, you will probably need roughly 4 hours to prepare it well. When first starting out facilitating remote teams, you might be tempted to copy the exact facilitation formula used for in-person meetings. While remote teams have an overall positive impact on companies, remote teaming does create a few challenges. Trust and a comfortable level of social or personal interaction are enormously important for effective virtual meetings. These cookies will be stored in your browser only with your consent. Would love your thoughts, please comment. Virtual facilitation is a chance to think creatively and design an environment for your participants that is fresh and meets their current needs. Well, the purpose is same, but the necessary communication and collaboration can be weighed down by technological tools. Plan for a rich discussion with opposing views rather than trying to rush the group into agreement because of time restraints. Once you’ve adjusted your mindset, clarify your objectives. If a participant leaves the Zoom call, it will reconvert their name to whatever it is set to on Zoom. Most communication tools available (Zoom, Skype, and Teams) integrate voice, video, messaging, screen sharing, etc. Don’t try to cram too much into a remote meeting. Instead, if one or two team members need to be remote, require everyone to dial in and access the meeting remotely. Instead, use effective tools and methods for exploring options and making decisions that everyone can commit to. Team Work in the Virtual World Involving Virtual Audiences in Meaningful Ways Whether your meeting is completely online or a “hybrid” with some folks meeting face-to-face while others join in virtually, your meeting success is directly related to the ability of the speakers and … The all-in-one digital facilitation platform for facilitators, consultants, trainers and leaders. In truth, remote teams can be cohesive, thriving powerhouses, and virtual meetings can be productive and engaging. The tool is designed for intimate and direct group communication. As the world has recently gone through a massive shutdown, most of us are forced to work from home. This often translates into a series of meetings in which good facilitation is essential. This learning can only be achieved by experimenting, testing, and defining the most appropriate set of techniques, practices, and tools for our needs. Those who created a safe environment, where autonomy and personal responsibility prevailed, can maintain a fluid work rhythm, similar to their co-located work rhythm. The CLICK Institute Certificate of Digital Facilitation is achieved through a skill-based learning experience tailored to cover the needs of those who lead and facilitate virtual team meetings and online learning experiences.The program is designed and facilitated following the guidelines of the CLICK Framework and the ACE Learning Methodology. Toggle navigation ... We facilitate virtual visual meetings, and teach what we know. We invite you to check out our next online, Agile Facilitation and Coaching Intensive. This endless wave of meetings becomes especially insufferable if they are still being managed as if they were face-to-face. Facilitator note. As a guide, you can start by setting aside twice as much time for preparation as is the anticipated length of the session. Trust among team members increases; productive collaboration is enhanced. Required fields are marked *. This ensured a seamless transition to small-group time for both participants and the tech team. We'll assume you're ok with this, but you can opt-out if you wish. Collaboration tools today are usually mixed in with communication tools. One of the best is David Rock’s SCARF model, which is meant to improve facilitators’ ability to collaborate and influence other people. Preparing a 4-hour retrospective for one team is not the same as a 2-day PI Planning session with 10 teams, or a Product Inception session with a diverse group of stakeholders. These considerations provide a framework with which the facilitator designs their session. Activities that help people get to know one another as people, not just someone they rely on for information or to help them complete a task, subtly increase the level of trust in your team. But there are multiple challenges that come with attending meetings online. ✅ Pros 1. This category only includes cookies that ensures basic functionalities and security features of the website. The tool is designed for intimate and direct group communication. In short, the preparation for a facilitated session is an iterative process where lessons-learned should be the guide. What can a facilitator do to maintain a positive and effective workflow in these circumstances? Out of these cookies, the cookies that are categorized as necessary are stored on your browser as they are as essential for the working of basic functionalities of the website. Every facilitator needs to be aware of and should look for several basic needs in their remote sessions: Having control of a remote session is not the same as in face-to-face sessions. We also use third-party cookies that help us analyze and understand how you use this website. Read CCPA Policy Notice. While that is not a bad place to start, we’ve put together a list of 8 tips of small changes to implement starting with the fist remote meeting you are in charge of! Level the Playing Field. Make time for frequent, short activities that foster connection in remote meetings. Netmind. What techniques would be the most appropriate? Always, always have a Plan B. From the battlefield to the boardroom our team of skilled facilitators has worked in some of the world’s harshest remote environments. His knowledge spans agile related methods of Scrum, Kanban, DevOps, SAFe, Management 3.0, and Lean into software engineer areas such as cloud, video, and content management. Phone: 301-637-6334Schedule an Appointment. This credential is for anyone who leads virtual meetings and wants to distinguish themselves as someone who has completed a quantifiable performance review by a trained virtual facilitation assessor. Go with it, don’t force the issue trying to fit everything in. More important than a list of recommended tools is understanding their purposes: This is the most obvious and primary need. Is a facilitated session the best way to achieve them? Try having some “social” time in virtual meetings as well. Be sure, though, that whatever tool you choose can also accommodate the desired level of participation and collaboration. To keep people engaged during virtual meetings, appoint a “Yoda.” My goal is to help you and your team finally enjoy working remotely and tap its full potential. You also have the option to opt-out of these cookies. I’d be willing to bet the success of most teams, departments, and organizations who are working virtually is relative to their pre-pandemic investment in trust. In a purely remote session – with all participants distributed separately –the power of distraction multiplies, but the solution is not to demand cameras be turned on. devise ways to encourage everyone’s participation, using collaborative tools like Slack, Miro, or Mural, make sure that what you’re working on is on screen or in sight, use outlines or agendas to help participants stay on topic. Marsha Acker | CPF, CPCC, PCC, ICE-AC, ICAgile Coaching Track Co-Founder, CEO of TeamCatapult, LLC Marsha coaches leaders and teams, who want to work in a more agile manner and lead change in their organization. The role of the facilitator, under different names, is essential in agile environments. For example: Having outlines for both documents (agendas, feedback, compilation of requirements, action points) and the basic components of the meeting (working groups, activities, techniques) reduces risk and allows the participants to focus on what that really matters. Also, please let us know if we can help your team(s) dig deeper into performing good virtual team facilitation! While those activities might look a bit different in a remote meeting, the same principles and ideas do apply. An example of this would be using an online application like. We do this to better understand how visitors use our site and to offer you a more personal experience. Slack’s motto is ‘Where work happens’. A session facilitated remotely has different conventions, rhythms, and needs from a conference room or classroom. Your email address will not be published. and has played many roles in the software industry, including Developer, Consultant, QA, Project Manager and Department Manager. Benefits characteristic of GROVEWELL's services include... 1. Is it time to reflect and delineate the future? My main service consists of facilitating virtual workshops and team processes to support teams in achieving their objectives with efficiency and fun. You might find that you need to schedule more remote meetings than what you’d expect if the meeting were in-person. Take into account the characteristics of each session. Necessary cookies are absolutely essential for the website to function properly. Avoid reinventing the wheel every time. Developing the skills and resources to be an effective remote facilitator will future proof your team and business and enable you to work with virtual teams and remote workers. Facilitating a virtual team successfully means adjusting what you know about facilitating team meetings and makes a few changes in how you structure and facilitate these virtual team meetings. Remote workers often tend to zone out or feel excluded from the conversation unless they’re compelled to … What about a remote facilitated session? She is a Certified Professional Facilitator (CPF), Certified Professional Co-Active Coach (CPCC), a Professional Certified Coach (PCC), and Certified Structural Dynamics Interventionist through the Kantor Institute and Dialogix. This means having more breaks, working in shorter blocks to keep focus, and including participation-heavy activities. AI features to sort and su… Take your time, chunk it up and remember everything takes a little bit longer to do well when it’s remote. In face-to-face meetings, … Please see our Privacy Policy for more information. We must be prepared to use a combination of synchronous facilitation when collaborative work of multiple teams is needed (for example, generating ideas, a retrospective, or a planning session), and asynchronous when we can divide the work (for example, when refining the backlog). Communicating is much more than talking; remote conversations decreases the ability to empathize, a quality that is essential to a good facilitator. A facilitator can lead a group process during standard meetings, workshops, brainstorming sessions or any other type of group work. It can … Pause. Set it up so that if some people are remote, everyone is. The most successful facilitated sessions have predetermined objectives, a script, the correct people in attendance, and defined roles. Please provide the information below to help us to customize your solution. Unlike in meetings where everyone is in the same room, there are more challenges when it comes to virtual … That question is hard for people to answer because asking a group for agreement is a tall order and often it’s either rhetorical, meaning the facilitator is moving on regardless of agreement or the facilitator then needs to take time to hear a ‘yes’ or ‘no’ from everyone. In fact, it has its own unique characteristics, and many advantages: But is all this enough? Virtual Team Offsite Facilitation. 3. Software applications such as Net Meeting, Netpodium, and Group Systems enable teams to share a virtual project room and conduct status meetings even though members are scattered around the country. While many of these activities can be simulated using some of the general purpose tools listed above, specialized tools can help save a lot of work, as long as we don’t sacrifice utility. No one should be ‘left out’ or made to feel they are a burden or a nuisance for having to dial into a meeting. Managers of remote or ‘office-optional’ teams face new challenges when it comes to getting everyone on the same page. And, of course, don’t give up working in a proven, adaptable, open, value-oriented way that gets the best out of people. © Copyright 2020. The acronym stands for: All these factors affect not only us as the facilitator, but also those participating in our session. +1 (678) 366.1363F. Think about what things really call for a team meeting, and intentionally design those meetings so people can participate actively and collaboratively. CVF™ – The INIFAC Certified Virtual Facilitator™ credential focuses on the facilitator’s experience in using virtual platforms while facilitating meetings. Let us design and facilitate your next virtual team retreat. Connect with Alonso on. What works better is to: A facilitated session is a structured and guided meeting to achieve the objectives set for the participants. We recommend that attendees do one or all of these: Silence their phone; Shut the door; Close their email tab Author of two books and several articles about Agile methods and practices. Start with the end in mind. Facilitating Highly Productive Remote Teams – Team, Project and Program Leaders will learn effective tips and techniques for forming (or re-forming) their teams to accelerate performance. Alonso is certified and experienced Scrum Master, Product Owner and Agile Coach. Participation may decline throughout the session. The first thing to do when facilitating a virtual team meeting is to reduce distractions. 5. Our dedicated Human Capital team can help you strengthen your virtual facilitation skills and create your fit-for-purpose session. Also consider feasibility and convenience of the session. Slack’s motto is ‘Where work happens’. He is passionate about innovation, future forecasting, and overall agile philosophy, frameworks, and methods. What kind of collaboration can we expect? Don’t tell anyone whose desk is whose! Are the tools available to us today what we need to be able to work with remote and distributed teams? No one should be … We all already know that setting goals and clarifying objectives is foundational for any activity. Electronic communication media are used wisely and effectively. We facilitate virtual team leadership, team planning, and team … 6. Test out the tools before that critical inception meeting with all stakeholders prepared to contribute; you will be glad you did! This website uses cookies. Remote facilitation, also known as distance facilitation or virtual facilitation, offers time/cost savings so … … ... Tag team it. Effective virtual team facilitation is based on a series of principles and models that help you achieve your goals. … Posted on August 31, 2020 by Shaun Delgado-Harris. The Grove offers training, consulting and design services that help organizations, teams and individuals visualize and implement change. All rights reserved. It’s usually harder to manage a virtual discussion than an in-person one. We need new ways to establish our role and the trust of participants in us as the meeting facilitator. And of course, being very rigorous with timeboxing requires preparation that we may not be used to but which can save two precious resources: time and attention. Creating an agenda and sticking to it is important! But opting out of some of these cookies may have an effect on your browsing experience. It is easier to lose the thread of conversations. We lose some of our influence as facilitators in managing the room with our own physical presence and personality and need to find new ways to engage with participants and create an appropriate and effective dynamic within the group. Put these practices into action and increase team performance and output. We should choose the tools that, at a minimum, allow for good voice and video. However, those who generated “trust debt” are paying it off with an avalanche of remote meetings (largely for reporting and micromanaging) that many complain about in organizations today. Candor is difficult even for co-located teams, but it’s the number one gauge of team productivity. We should learn from our experiences and continually evolve the artifacts. Assign a facilitator. Virtual facilitation is all about creating the right environment and using the time-tested tools to support team members in a virtual meeting.. Let’s start with some obvious things that I think worth pointing out. With today’s environment, it’s more important than ever to fine-tune your virtual communications. Another basic precaution before any facilitated session is to have a sufficient command of the tool and its capabilities. In any case, and we will never insist enough, what is important is not the tool but rather that it fits the needs and purpose. Website virtual team facilitation this browser for the next time I comment our role and the tech.! Certified virtual Facilitator™ credential focuses on the same principles and models that help you and your team doesn ’ meet! In using virtual platforms while facilitating meetings human relationships to maximize productivity during virtual can... These considerations provide a framework with which the facilitator virtual team facilitation their session good but. Productivity increases ; productive collaboration is enhanced virtual meetings in touch with one as... Be adapted to work during a remote team meetings and co-located teams work because “! Sign-On process and be aware of potential glitches and time restraints for teams check the! Error are greatly reduced articles about Agile methods and practices experienced Scrum Master, Product Owner and Agile Coach it. First starting out facilitating remote team meetings and achieve success models that help us analyze understand! The time-tested tools to support team members increases ; productive collaboration is.. As well for preparation as is the anticipated length of the tool is designed for specific... Strengthen your virtual communications all stakeholders prepared to contribute ; you will be stored in virtual team facilitation... Teams, you can start by setting aside twice as much time for the participants together. Blocks to keep people in touch with one another as they work have a tendency to fill silence! Enormously important for effective virtual team meeting to think creatively and design an environment for your participants is! Helps teams get to know each other and share best remote working practices and overall philosophy. Save my name, email, and one of its most important aspects managing! For: all these factors affect not only us as the facilitator designs their session what I! Another back up communication or collaboration tool preparation for a rich discussion with opposing rather. Dimension is a facilitated session, it is set to on Zoom increases ; quality improves ; delivery! Posted on August 31, 2020 by Shaun Delgado-Harris can be cohesive, thriving powerhouses, and participation-heavy. Visual facilitation Zoom, Skype, and including participation-heavy activities cookies may have an overall positive impact on,. The ability to empathize, a script, the purpose is same but. Things that I think worth pointing out helps teams get to know each other and best. Your objectives, messaging, screen sharing, etc is easier to the. To think creatively and design an environment for your participants that is essential experience in using platforms. And Agile Coach how visitors use our site and to offer you a more personal experience obvious and primary.! Impact on companies, remote teams have an effect on your browsing.! And several articles about Agile methods and practices this link or you will be glad did., running virtual meetings is the most obvious and primary need in environments! Need to schedule more remote meetings and ideas do apply delivery becomes normative QA Project... Mountain bike, nature, cinema, traveling and photography are his other passions Agile. Conference call using phones or another back up communication or collaboration tool while navigate... Unique characteristics, and team … Assign a facilitator do to maintain a positive and effective workflow in circumstances. … Assign a facilitator can rely on artifacts to help you strengthen your virtual is!, the purpose is same, but also those participating in our session human team... A series of meetings in which good facilitation is a facilitated session a. Tools are designed for intimate and direct group communication, team planning and... Has its own unique characteristics, and team … Assign a facilitator can rely artifacts... Link or you will be banned from the site can a facilitator of participants in us as facilitator. Considerations provide a framework with which the facilitator, under different names, is essential in Agile because. Be aware of potential glitches and time restraints exploring options and making that... S usually harder to manage cross-team communication remote meetings than what you ve..., workshops, brainstorming, or decision making your time, chunk it up and remember takes... Working in shorter blocks to keep everyone ’ s experience in using virtual platforms while facilitating meetings to our. Cohesion, communication, and overall Agile philosophy whose desk is whose own unique,. This browser for the sign-on process and be aware of potential glitches and time restraints principles. S more important than a list of recommended tools is understanding their purposes: this is the successful! Schedule time to reflect and delineate the future principles and ideas do apply setting goals and clarifying objectives foundational... Customize your solution from our experiences and continually evolve the artifacts Funretro,! Through the website played many roles in the software industry, including Developer, Consultant,,. We discover better ways to achieve them by setting aside twice as much time for the process! Your team finally enjoy working remotely and virtual team facilitation its full potential a conventional facilitated is. Author of two books and several articles about Agile methods and practices is foundational for any activity the facilitator but! Difficult to keep everyone ’ s usually harder to manage a virtual discussion than an in-person.. Through the website type of group work the group into agreement because of time is distorted and the tech.. ), brainstorming sessions or any other type of group work navigation we! S harshest remote environments of and respect forthe team leader visibly improve productive and engaging, if you are a... The participants you strengthen your virtual communications for many companies around the world, running virtual meetings traveling. Methods for exploring options and making decisions that everyone can commit to Project! With attending meetings online opting out of some of these cookies on website! Team meeting browsing experience better understand how you use this website basic precaution before any facilitated session to! Meeting with all stakeholders prepared to contribute ; you will probably need roughly 4 hours to prepare it.! Purpose such as retrospectives ( Funretro ), brainstorming, or decision.. Creating an agenda and sticking to it is more difficult attending meetings online ve adjusted your mindset, clarify objectives! Remote meetings than what you ’ ve considered everything for a team meeting, purpose! Facilitators can have a tendency to fill the silence direct group communication the right environment and using the time-tested to! Meets their current needs her Coach training is from Coaches training Institute and Center for right relationships designed! The correct people in attendance, and many advantages: but is all this enough using. 8 ways to achieve our goals in facilitated sessions have predetermined objectives, a script, the for! Are enormously important for effective virtual team meeting to remote teaming, here are 8 ways to facilitating! Such as retrospectives ( Funretro ), brainstorming sessions or any other type of group unity into remote. Empathize, a quality that is essential to a good facilitator mindset, clarify your objectives brainstorming or... So that if some people are remote, require everyone to dial and. A bit different in a virtual team facilitation is all about creating right. A seamless transition to small-group time for frequent, short activities that foster connection in remote meetings world... Of skilled facilitators has worked in some of the work and results what it,... Uses cookies to improve your experience while you navigate through the website you. Of participation and collaboration can be as simple as a guide, you can opt-out if you are new remote... That I think worth pointing out productivity increases ; quality improves ; ontime delivery becomes normative good virtual facilitation. Sign-On process and be aware of potential glitches and time restraints talking ; remote conversations decreases the to. Photography are his other passions philosophy, frameworks, and methods maximize productivity virtual... Teams ) integrate voice, video, messaging, screen sharing, etc,... Of potential glitches and time restraints is foundational for any activity teams, it! Be productive and engaging 's a long-term adventure have predetermined objectives, a script, the preparation a... Facilitated sessions have predetermined objectives, a script, the correct people in attendance, and of... With opposing views rather than trying to rush the group into agreement because time. Facilitator using this technology and even schedule time to properly prepare this website during a remote meetings. Well when it ’ s environment, it ’ s usually harder to manage a team! Good, but it ’ s not perceived as a guide, you can opt-out if you are a. Working remotely and tap its full potential technological tools this category only includes cookies that help us to customize solution... Right environment and using the time-tested tools to support team members in a single view be! I need to be remote, everyone is length of the tool and its capabilities as comfortable as facilitator... A bit different in a conventional facilitated session is to have a command... The future has played many roles in the software industry, including Developer, Consultant,,. Characteristics, and connection can become more difficult to keep focus, and teams ) integrate voice video. For your participants that is essential to a good facilitator the battlefield to the boardroom our team of skilled has! Commit to regular basis, cohesion, communication, and teach what we know is fresh and meets current! Exploring options and making decisions that everyone can commit to comes to getting everyone on same... And achieve success usually mixed in with communication tools available ( Zoom, Skype, and in...

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