Are you still with me? Facilitating online

Photo by Andrea Piacquadio from Pexels

​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 nonprofit 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.

---

"Reading the room" online

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.

​Getting connected

​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?

Signaling your turns

​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 

Are we in agreement?

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.

​Carol, how are you doing?

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.  But on a Zoom call I can usually 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.

Getting help

You could also share the job of paying  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.