When you are used to meeting in person, it is easy to see the disadvantages of online meetings. You are missing out on a lot of body language and other non-verbal cues. Yet the sudden shift to everything online since March has demonstrated many of the advantages of online meetings.

​Not only do your participants save time and money on travel, your organization saves money. You do not need to rent a meeting space and serve the group food. You will need to pay for an online meeting hosting service such as Zoom or Adobe Connect as well as perhaps an online collaboration tool such as Mural or Miro. These costs, however, will be substantially less than what you would have paid for in food, AV rental, printing and other costs of the meeting.

There are lots of ways that the technology itself can help you run an effective meeting.

• Lost? If you are concerned that participants are lost, you can pull everyone's attention back by sharing your screen.
• Share resources: You can immediately share resources by popping links into the chat.
• Record it! Being able to record the session makes it available to those who couldn’t attend live.
• Small Groups: When you have people separate into small groups the shift into and out of groups is pretty seamless - “no standing in front of the room saying - if I could have your attention please.”
• Mute all: You also have greater control over people’s participation with the mute and mute all options.
• The Chat: If side conversations pop up - you can watch them in the chat. With the group chat function you can hear from many more people than if you just rely on reports out from groups. Introverts may be more likely to contribute via written chat than out loud. 

Want to learn more about how to effectively facilitate online meetings? Join my four-week group coaching program. A new cohort starts in September.

​Build rapport with people online is one of the things people often mention as a challenge in online meetings. Yet with some intention it is possible.

​A good practice (whether in person or online) is to be sure to take some time at the beginning of the meeting to connect on a personal level before you jump into the meeting agenda. This could include a check in question such as an ice-breaker. Some people cringe when you mention icebreaker. Yet the question does not have to be “what Harry Potter character are you?” or [fill in the blank with a question you got asked at beginning of a meeting that had nothing to do with the issues at hand]. It can be work-related. Especially with groups who do not know each other making the question relatively safe is often a good place to start. What is your super-power? What is the latest app you discovered and love? What are you hoping we achieve today? If the group is large and you are afraid intro’s and icebreakers will take up a chunk of the meeting time, split people into smaller groups (2-4) and have them introduce themselves in their small group.

​If the group is going to be working together for a while, help them have a conversation about how they want to work together. What helps them work effectively in a group? What might get in the way working together online and remotely? How might they address those challenges? It may take a few rounds of brainstorming and refinement to come to a set of agreements that work for everyone. Yet having this list of agreements will help if the group runs into challenges.

​Rapport and trust will be lost if a person in the group does not feel like their voice is being heard. They may feel you are rushing through items without sufficient time for discussion. A good practice as a meeting leader is to pose a question or discussion topic and then take a drink of water. It takes a little bit longer on line for people to jump into the conversation. They may hesitate wondering whether someone else is going to talk and not wanting to interrupt anyone. Taking that drink will prevent you from continuing to talk and gives your meeting participants time to gather their thoughts and respond.

Do you really know whether everyone is with you and in agreement? Check in more frequently with the group to make sure:

• they understand what part of the agenda you are on
• what issue is being discussed
• what document you are referring to
• whether they agree with the proposed next steps.

Don’t assume silence means agreement. This blog post goes into more detail on checking in.

Want to learn more about facilitating effective online meetings? Sign up for my four-week group coaching program on Effective Online Facilitation.

​One of the things that facilitators worry a lot when shifting from facilitating in the room to facilitating on line is not being able to “read the room.”

But what if they've been “reading the room” inaccurately? 

Sometimes people's body language is super obvious yet most of the time in the workplace it tends to be more subtle. Facilitators may have been engaging in mind reading when they think they are reading the “vibe” in the room yet they really did not know what the participants in the group were thinking and feeling.

What if facilitating online actually meant you paid more attention to “reading the room”?

How might you track it?

• How are people following the process?
• How are they reacting
• How are they still participating?
• When you're leading a workshop -- are they learning the outcomes?

One of the tips for facilitating online is to check in more frequently with the group that you're working with.

Here are four ways to think about monitoring progress.

​The first is to make sure that you're establishing connections and setting expectations at the beginning of your meeting. What is some pre work that people could engage in so that they could do some thinking beforehand? How might you spend a few minutes to help people get to know each other a little better? How might you use a tool like OARR -  Outcomes agenda roles and rules --to orient people as you start out?

​The second category is making sure that you're helping people track your progress in your process. You might use polling to assess your engagement, understanding and effectiveness. You might do a quick “POP” check in on purpose, outcomes and process. You need to ”signal your turns” so that you are clear about when you're moving from one agenda item to another. Take a pause to make sure everyone is with you especially if you are moving from using one technology tool to another. You can also use visual tools to help you track progress 

A third category is checking for understanding or checking for consensus. You'll likely want to do this more often in an online meeting than you would in person. This means that you need to allow more time to achieve the outcomes then you might have normally budgeted in an in-person meeting.  It's slowing down and questioning your assumptions. Taking the time to make your thought process more explicit. Some tools that you might use included a quick check in what's called a “fist  to 5.” You ask people to make a show of hands/fingers where they are. You designate what the fist means and what 5 fingers mean. Let's say 5 fingers means high agreement or understanding. This can be used in lots different ways. Another is the gradients of agreement which helps breakdown what consensus looks like. I've described using this tool another post.

The fourth way to approach monitoring group progress online is to check in with individuals.  In some ways online platforms makes this easier than in person. When I am in front of a large room of people it's unlikely that I'm going to be able to see all their name tags.  Nut on a Zoom call I can see at least a first name or some kind of identifier to ask people individually how they're doing. You will want to have some discussion around group norms about whether it’s ok to ask people who haven't talked much to chime in and share. This may depend on the where your group is in terms of its evolution and development.

with you whose job it is to pay attention to and monitor the group. You might have a co-host who's monitoring reactions and gallery view while you're focused on facilitating the meeting. You will want to come to agreement beforehand that they can interrupt you and ask questions of the group. Most important (this certainly is true in an in person as well but even more so online), do not assume that silence means consent. Or assume it means discontent. 

Need to learn more about how to work with groups effectively online? Check out my program.

​If you are like a lot of the world, you suddenly having to lead your team and your meetings online. What do you need to do differently than your regular practices in the room?

​It is hard enough to keep everyone on track when you are together in a room. Then add technology and distance. Your phone and email chirping in the background. Getting on Zoom and wondering whether your co-workers have pants on. Your kids or pets making a ruckus in the next room. Online meetings have to fight for people’s attention even more than in person. 

When you meet online, everything else on the person’s computer or device is there to distract them. A simple step you can take is to ask them to close their extra tabs, email, notifications, etc. for the duration of the meeting. Remember to take breaks. Take a moment for everyone to get out of their chair and stretch.

​You may be excited about trying out the online brainstorming tool you just heard about but make sure that what you choose matches the skills of your participants. You want people focused on your conversation not on struggling to make the tool work. So for some groups Zoom and a google doc will be a perfect match. For others Zoom or another video conferencing tool plus an online brainstorming tool like Miro or Mural will work great. 

​You can try and avoid spending the first 10 minutes of the meeting getting everyone acquainted with the technology systems by creating a video or two that provides a quick overview. Loom is good for this and very easy to use. You might also give the group a small assignment that gets them into the tool you will use for note taking. Something as simple as asking them to open a google doc and write their name at the top of the document. Or if you are using a more sophisticated tool such as Mural – have them do a check in process – this kick starts your check in at the beginning of the meeting and has them play with the tool with no time pressure.

Need to learn more? Consider enrolling in my four-week group coaching program, Effective Online Facilitation.

For more tips

​We are spending our lives on Zoom and other video conferencing systems these days. What separates a meeting you dread and one that gets you excited about the work you do?

Even before we consider the challenges of meeting online, let’s consider what makes any meetings deadly.

• Have no clear purpose, goal and agenda
• Without a clear purpose, a seemingly random group of people is brought together
• No one has taken any time to prepare for the meeting, including the person who is leading it
• The meeting is either way too short for the agenda assembled on the spot or way too long
• Conversations meander in unconnected directions
• No one knows what they are supposed to do after the meeting is over

So, review what makes any meeting work better. You can download my meeting planning worksheet to help guide you through the planning process.

​A couple steps for getting comfortable leading online meetings

This is important for any meeting but especially important when you also have to manage the technology you are using. As a first step, finishing the phrase – “By the end of this meeting, we will have XYZ” is a great place to start.

​Online this is even more important. You will need to plan what tools you are using. You will need to make sure everyone can access the documents you will be referring to during the meeting, the files or system you will be using to capture notes and brainstorms, etc. Also plan for a lower tech plan B.

You need to familiarize with the systems you are using to run the meeting. Take some time to play with the system before you pull the group together. Consider testing some features with a colleague and see what you can “break.” 

Want help educating yourself? Consider enrolling in my four-week group coaching program, Effective Online Facilitation.