How do you, as a faculty member, want to be perceived by students? Welcome! As we wait to get started…

wwwTurpinCommunication.com ©2015, The Orderly Conversation® Presenting & Training in a Virtual Environment Transferring your face-to-face skills to the online world January 5, 2015 Greg Owen-Boger Dana Peters (Host)

©2008 Business Presentations Redefine © Turpin Communication 2014 Greg Owen-Boger Vice President Turpin Communication

©2008 Business Presentations Redefine © Turpin Communication 2014 Dana Peters Director of Sales Turpin Communication

What Have We Been Asked to Do? Help you take your virtual facilitation skills to the next level Help identify & document FFI Faculty standards HOW? Provide training & coaching, tailored to each of you

Overall Course Session 1: Best Practices Webinar Session 2: Apply to Your Situation Session 3: Practice Time Session 4: Tie Up Loose Ends

Today’s Agenda Setting Standards The Engaged Virtual Facilitator Encouraging Participation While Controlling the “Room” What Does This Mean for FFI? Keeping Things Focused and Interesting Needs Assessment & Phone Calls ? ?

How this session compares to YOUR capstone sessions Similar Virtual Video-based Presenter/Host Quality learning experience Well-structured & prepared Different Yours are less didactic More interactive & facilitative Fewer slides

Today’s Agenda Setting Standards The Engaged Virtual Facilitator Encouraging Participation While Controlling the “Room” What Does This Mean for FFI? Keeping Things Focused and Interesting Needs Assessment & Phone Calls

How do you, as a faculty member, want to be perceived by students?

I’m there for them Knowledgeable No question goes unanswered Their “go-to” person Motivating, motivator Grounded Informed The webinar is a better option than a presentational format Thought Leader Good looking, Smart, Rich Engaging Showing my passion Helping each other in a collaborative way Respectful

Guiding Principle Successful Learning Events Succeed on Two Levels Meet Learning Objectives Create a learner-centric plan Deliver material so that it is clear Manage the Process Create the conditions for fruitful learning Make participating easy Create thinking opportunities Manage the give & take Reinforce what was previously learned

Goals for Faculty (page 1 of 3) Model effective consultant behaviors Bring your rich experience to the learning environment Facilitate learning using best practices of webinar planning & execution Create structure, and facilitate within what you’ve planned Engage learners throughout the session Create the conditions for fruitful learning & sharing Encourage participation among learners while controlling the learning points and managing the process

Goals for Faculty (page 2 of 3) Deliver against the learning objectives Make connections among all of the learning opportunities

Goals for Faculty (page 2 of 3) Deliver against the learning objectives Make connections among all of the learning opportunities eLearning courses Assigned readings Assigned projects Online forums

Goals for Faculty (page 3 of 3) Use online tools to enhance learning and the online experience Participate in online forums as a necessary and productive part of the overall learning experience Work with video effectively Work with (and lean on) the session host Use interaction tools

Updating Faculty Expectations Based on existing documentation Best practices from this training Your input

Today’s Agenda Setting Standards The Engaged Virtual Facilitator Encouraging Participation While Controlling the “Room” What Does This Mean for FFI? Keeping Things Focused and Interesting Needs Assessment & Phone Calls

When We Are Engaged Focus outward Are here, now (in the moment) See faces and respond Are self-aware & in control Connect with individuals Feel comfortable Know instinctively what to do/say, as in everyday conversation Talk with, not at Able to think on our feet

Pausing & Thinking Eye Contact to Connect and Observe Primary Engagement Skills ? Listening

Pausing & Thinking Eye Contact to Connect and Observe Webinar Considerations ? More Planning is Required Listening

Engaging the Camera Connect with Learners Focus on how you’re being perceived, not how it feels Look into camera Keep it friendly Keep your face bright Expect a delay Don’t yell Remain engaged the entire time, especially when you’re listening

Technical Considerations Camera Camera placement Lighting Sound quality

Camera Upgrade

Camera Placement High-definition camera Eyes are in the upper 3rd Camera is at eye level The Good

Camera Placement High-definition camera, but… Head is too low in the shot Standard definition camera (in laptop) Looking up at me The Bad The Ugly

No Special Consideration for Light Even Uglier!

3-Point Lighting (in theory)

Key Light Only

3-Point Lighting (in theory) Fill Light Only

3-Point Lighting (in theory) Back Light Only

3-Point Lighting (in theory)

3-Point Lighting (in reality)

3-Point Lighting (makeshift)

No Special Consideration for Light Even Uglier!

Phones Background noise is much more distracting than live Presenter must be in a quiet place Speaker phones usually not good Headphones are suggested Dialing in on a landline is recommended for Faculty

Muting Participant Phones Pros Less background noise You maintain more control Cons It’s easier for them to hide Lower likelihood of their participation Lean on your host

engaged distracted

engaged distracted

Today’s Agenda Setting Standards The Engaged Virtual Facilitator Encouraging Participation While Controlling the “Room” What Does This Mean for FFI? Keeping Things Focused and Interesting Needs Assessment & Phone Calls

Presentations Training Sessions Facilitated Discussions Meetings Conference Calls Performance Reviews 1-1 Conversations Any outcome-oriented communication event that is prepared, well-organized AND takes place in a responsive, conversational way.

The Orderly Conversation

The Orderly Conversation Process

Working Virtually Virtual facilitation takes more of this So you can do more of this What are your thoughts?

Guiding Principle Successful Learning Events Succeed on Two Levels Meet Learning Objectives Create a learner-centric plan Deliver material so that it is clear Manage the Process Create the conditions for fruitful learning Make participating easy Create thinking opportunities Manage the give & take Reinforce what was previously learned

Frame the Learning Conversation Direction Purpose Context Reason to Participate Introduction Learning Conclusion Summarize Pull Everything Together

Elements of a Strong Frame Current Situation What do they know so far, or where are they in the learning process? Learning Goals List the learning outcomes Your Expectations of Them Agenda What topics will you address? Introduction Learning Conclusion Direction Purpose Context Reason to Participate

Elements of a Strong Frame Current Situation Final Capstone Webinar for GEN 102 Learning Goals Gain a greater understanding of genograms and yourself as a family enterprise professional Apply this new knowledge to a case study Your Expectations of Them Join in the conversation, participate fully Respect others’ views Phones open Video cameras on Agenda 1.Welcome & introductions 2.Working with genograms 3.Present your own genogram (with group discussion) 4.Work through JMH Manufacturing – 4 years later case study Introduction Learning Conclusion Direction Purpose Context Reason to Participate

Framing Strategy Worksheet Available at

More Ways to Keep Things Focused & Interesting Use internal agendas Bring slides into the conversation Connect dots from eLearning Use pre-planned questions

Internal Agendas Where we’ve been Where we are Where we’re going

Bring Slides into the Conversation Helps you keep things orderly (which learners appreciate) Reminds you to make connections (which aids in learning) Makes questions and thought starters easier Agenda 1 Agenda 2 Agenda 3

Connect Dots from eLearning GEN 201 Here’s the Consulting Process graphic you were introduced to in the eLearning courses. So far, you’ve focused on the first 5 phases… Today we’re going to focus on the last four: Implementation Follow-up Exit Re-entry Before we do that though…

Examples… Think about these 5 phases. Which phase in your own practice is the most challenging for you and why? Draw an x or make a mark – explain why in chat.

Connect Dots from eLearning Participate in discussion board Answer questions Probe Offer alternative ways of looking at issues Question assumptions

Connect Dots from eLearning Examples… Assume the discussion board was used to identify “First Contact” as the area of greatest interest to the students. Pulling this image into the conversation will help you set up a discussion about it.

Preplanned Questions Examples: What are your observations from the Cousins Consortium Case? How does the process covered in this entire course compare to the process you follow today?

Close the Learning Conversation Introduction Learning Conclusion Summarize Pull Everything Together

Break Time?

Today’s Agenda Setting Standards The Engaged Virtual Facilitator Encouraging Participation While Controlling the “Room” What Does This Mean for FFI? Keeping Things Focused and Interesting Needs Assessment & Phone Calls

Skills Managing the Orderly Conversation

Managing Basic Q&A ListenClean it upAnswerMove on optional repeat rephrase name issue It can fall apart at any step. Bring focus back to yourself & take control

Skills Facilitating Learning is an Active Process

Two Types of Focus To Individuals Appear open Listen Understand them Don’t interrupt Respect individual needs To Group Keep everyone in mind Keep them on track Make it relevant Meet your goals Keep it fruitfu l

You Need to Plan and Be Deliberate

Virtual Presentations Require More Encouragement for Participation (and again… More Planning)

Greet people & make them feel welcome

Address questions, comments and concerns as they bubble up

Ask open-ended questions Who What Where Why How Probe, discuss, dig deeper for good of the group

Use Names What do you think, Mark? Lee, what are your thoughts? Sarah, do you have anything to add? Maria just chatted that she thinks …

Set expectations Virtual Presentations Require More Encouragement for Participation

Set expectations Check in with them throughout Virtual Presentations Require More Encouragement for Participation

Be OK with silence Set expectations Check in with them throughout Virtual Presentations Require More Encouragement for Participation

Be OK with silence Keep their needs in mind Set expectations Check in with them throughout Virtual Presentations Require More Encouragement for Participation

Webinar Tools that help Encourage Participation Chat Hand raising Word doc or blank PPT slide as a flip chart or whiteboard Annotation tools Share documents Video

Encourage participation for good of the group Keep their needs in mind Think of questions as opportunities Listen fearlessly Be patient, flexible, go where they lead and let them have their say Probe, discuss, dig deeper for good of the group Ask open-ended questions Discuss emotions so that individuals feel heard Use B-key Move to less controlling position Techniques to Take Back Control skills Take control back for good of the group Keep the goal in mind Stick to the agenda Keep explanations short Ask closed questions Use parking lot Don’t be afraid to step in

Encourage participation for good of the group Keep their needs in mind Think of questions as opportunities Listen fearlessly Be patient, flexible, go where they lead and let them have their say Probe, discuss, dig deeper for good of the group Ask open-ended questions Discuss emotions so that individuals feel heard Use B-key Move to less controlling position Webinar Tools that help Control the “Room” skills Chat Hand raising Word doc or blank PPT slide as a flip chart or whiteboard Annotation tools Share documents Video

Webinar Tools (Your Spinning Plates)

Lean on Your Host Their role: 2 nd pair of eyes and hands Manage technology Handle problems Monitor chat & hand raising You can’t do it all

Lean on Your Host You can’t do it all Work as a Team Their role: 2 nd pair of eyes and hands Manage technology Handle problems Monitor chat & hand raising

Today’s Agenda Setting Standards The Engaged Virtual Facilitator Encouraging Participation While Controlling the “Room” What Does This Mean for FFI? Deeping Things Focused and Interesting Needs Assessment & Phone Calls

What Does This Mean for YOU? Get clear on the learning objectives Participate in online discussions Be sure to frame your capstone webinars (don’t assume) Use slides to trigger your thoughts and to bring order to the session Build in discussion questions Bring content from eLearning courses into the discussion

Wrapping Up Successful Learning Events Succeed on Two Levels Meet Learning Objectives Create a learner-centric plan Deliver material so that it is clear Manage the Process Create the conditions for fruitful learning Make participating easy Create thinking opportunities Manage the give & take Reinforce what was previously learned

Assignment Review eLearning courses if you need a reminder Develop some framing slides (use handout) Develop content slides –Pull from eLearning –Create from scratch –Craft discussion questions

Next Week’s Plan Meet in small groups Workshop your materials Practice Work with interaction tools and video

Next Week’s Schedule (Eastern Time) Monday 1/12Tuesday 1/13Wednesday 1/14 11:00am – 1:00pm GEN 201 Kim, Cary, Carmen 11:00am – 1:00pm GEN 202 Kirby, Paul 11:00am – 1:00pm GEN 102 Deb, Guillermo, Michael 2:00 – 400pm GEN 502 Dennis, Juliette, Jennifer 2:00 – 400pm GEN 501 Anthony, Carlo

Today’s Agenda Setting Standards The Engaged Virtual Facilitator Encouraging Participation While Controlling the “Room” What Does This Mean for FFI? Keeping Things Focused and Interesting Needs Assessment & Phone Calls ? ?