ATD 2015: Facilitating Virtual Leadership Workshops with Confidence

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JAMES CHISHOLM ExperiencePoint Facilitating Virtual Leadership Workshops with Confidence JENN LABIN TERP Associates Contribute your insights at: pollev.com/experiencepoint/

Transcript of ATD 2015: Facilitating Virtual Leadership Workshops with Confidence

JAMES CHISHOLM ExperiencePoint

Facilitating Virtual Leadership Workshops

with Confidence

JENN LABIN TERP Associates

Contribute your insights at: pollev.com/experiencepoint/

Image  by  Citrix  Online  (CC  BY-­‐NC-­‐SA  2.0)    

90%

Image  by  Johann  Larsson(CC  BY-­‐NC-­‐SA  2.0)    

10%

Image  by  Citrix  Online(CC  BY-­‐NC-­‐SA  2.0)    

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Learning Objectives

Explore developing leaders at a distance

Broaden approach to distance learning

Connect learn from one another

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Effective leaders know …

What to do How to be

Right things, at the right time,

done well

Task View: MODELS & TOOLS

Human-centered Learning-orientation

Context aware

Relationship View: MINDSETS & REFLEXES

+

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Say Hello!

Please say “hello” to the person beside/around you and consider:

What’s the best online learning experience you’ve had, and why?

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SHARE WITH US!

What’s the best online learning experience you’ve had, and why?

•  SJll  awaiJng  a  great  one.    :)  •  One  that  makes  me  engage  with  it  •  Training  in  SecondLife...very  interacJve  and  

entertaining    •  Elearning  Guild  has  great  interacJve  sessions  •  I  have  only  aTended  a  few,  but  none  of  them  

really  standout  as  really  good.  •  ArJculate  Storyline  training.  It  was  a  3  hour  

course  that  flew  by!  We  had  docs  provided  ahead  of  Jme,  and  we're  asked  to  log  into  Storyline  while  taking  the  course.  The  instructor  built  a  storyline  course  and  we  did  at  the  same  Jme.  Then  we  could  ask  about  specific  things  that  we  came  across  in  a  live  environment  w  support.  

•  The  facilitator  took  the  Jme  to  know  me...I  felt  they  were  there,  

•  InteracJons...breakouts...engaging!  •  ATD  designing  training  cerJficate.  Seven  2.5  hr  

sessions  flew  by  with  engaging  material  and  acJvity.  The  best!  

•  I  met  my  husband  on  TwiTer.  :-­‐)  •  Fierce  webinar  where  we  used  break  out  

sessions  to  pracJce  1:1  conflict  conversaJons  .    

•  Engaging.  Never  a  moment  to  be  tempted  to  mulJtask  

•  The  best  elearning  sessions  engage  you  from  start  to  finish!  

•  mobile  learning  •  Had  virtual  breakout  rooms  for  parJcipants  to  

discuss  and  then  rejoin  main  group,  •  Any  where  you  can  see  others  •  CapJvate  course  in  Lynda  com  •  I've  done  mechanical  troubleshooJng  tutorials  

online  that  were  detailed,  immediately  relevant  and  portable.  I  could  physically  bring  the  training  with  me  to  the  job.  

•  Personal  coaching  session  

LEARNING BY DOING AT A DISTANCE Image  by  Stars  FoundaJon(CC  BY-­‐NC-­‐SA  2.0)    

Learning by Doing at a Distance: A Story

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Site 3

Site 1

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C Site 2

40 people

8 teams

3 sites

2 days

75% team-based “learning by doing” 15% teaching 10% plenary discussion

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An Insight

Retention Rates

5%

10%

20%

30%

50%

75%

80%

Lecture

Reading

Audio Visual

Demonstration

Discussion Group

Practice by Doing

Teach Others / Immediate Use

What to do How to be

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Some Implications We can do better than 5-20% retention rates •  Webinars/elearning can help teach ‘What to do’ (Models, Tools) •  Don’t help people practice ‘How to be’ (Mindsets, Reflexes)

Most team exercises can be adapted for remote / virtual Trend: Online for content, In-person for experience

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Discussion: Learning by doing at a distance

What tips can you share for experiential learning (learning-by-doing) at a distance?

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What tips can you share for experiential learning (learning-by-doing) at a distance? •  Get  a  facilitator  at  all  the  locaJons  to  moderate,  

Story  telling  works  here  as  well.  Pictures  and  videos  add  more  value  and  engage  the  audience  

•  We  have  tried  Lync  and  that  has  worked  well  for  us....across  mulJple  locaJons,    

•  Engaging  the  audience  is  Key!!!!  •  Share  your  keyboard  and  mouse  so  that  learners  

can  parJcipate  •  Share  a  story-­‐real  or  representaJve  that  they  

can  chew  on  •  Give  un  assignment  between  2  session  •  assign  an  acJvity  (for  example  graph  a  house)  

and  have  students  email  a  picture  of  the  final  product  and  share  these  on  screen.  

•  Have  people  submit  pictures  from  their  sites  and  show  them  through  the  training.  

•  partner  for  1:1  conversaJons  •  Provide  workbooks  and  provide  quiet  Jme  to  

complete  the  workbook    •  assign  discussion  topics  or  chunks  of  content  to  

the  learner  to  present  prior  to  the  webinar  •  Use  web  cam  

•  We  use  interacJve  projects  aber  class  to  engage  learners,    

•  involving  remote  coaching  by  instructors.  •  Use  webcam  so  people  can  see  each  other  •  breakout  room  where  the  group  has  to  create  

something  together  and  report  back  •  Using  Adobe  connect  the  white  board  in  team  

environment  was  a  great  experience.  •  Have  them  find  an  object  wherever  they  are  

that  represents  the  learning,  then  bring  it  back  and  share  with  the  team.  

•  Engaging  the  audience  by  giving  members  a  part  of  the  training  to  teach.  

•  Live  chat  windows  

Image  by  the  image  group  (CC  BY-­‐NC-­‐SA  2.0)    

CREATING VIRTUAL CONNECTIONS

Creating Virtual Connections: A Story

50 people

13 teams

50 locations

1 week

Team-based self-directed Virtual teaming / collaboration wrap

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Shift from managing conversations towards managing text flows.

Image  by  the  Theen  Moy  (CC  BY-­‐NC-­‐SA  2.0)    

An Insight

Text   Voice   Video  Conf   In-­‐person  

More  connected  =  less  ambiguity,  less  confusion  and  less  conflict  *  

*  Netspeed  Learning  

Some Implications No excuse not to use Video Virtual Breakouts ‘Insights’ Channels (or Pods) Consider story prep as pre-work

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Discussion: Creating Virtual Connections

What tips can you share for strengthening connections and building trust with others in virtual settings?

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What tips can you share for strengthening connections and building trust with others in virtual settings? •  Don't  ask  others  to  share  video  if  you  dont  share  

yours    •  Put  a  map  up  and  have  folks  pin  where  they  are  

on  the  map  with  a  distributed  group    •  Ask  folks  to  meet  up  aber  the  webinar  -­‐-­‐

company  will  pay  for  lunch  for  anyone  that  meets  up  aber  the  webinar  

•  Short  introducJon  videos  of  aTendees  •  Have  them  paired  with  a  learning  partner  •  Build  teams  and  have  them  select  a  team  name.  •  Stand  up  when  you're  talking,  •  Set  up  a  Get-­‐to-­‐know-­‐you  session  prior  to  actual  

work  sessions  •  Bio  video  as  pre-­‐work  •  I  think  it's  the  same  as  ILT...give  the  breakout  

group  a  challenge  to  do...make  a  liTle  friendly  compeJJon  between  groups  as  well.,  

•  you  should  interact  as  you  want  them  to  interact...model  the  way  

•  Create  short    introductory  videos  of  self  and  share  with  the  audience  at  least  a  week  before  the  session.,  

•  CreaJng  a  virtual  team/group.....maybe  a  facebook  or  LinkedIn  page  so  that  they  can  stay  engaged  and  share  best  pracJces  post  the  virtual  program  

•  GoTa  check  in  and  call  on  them  oben  -­‐  every  5  min  or  so.  

•  Photo  assignment:  view  from  your  window  •  Share  resources,  parJcularly  across  business  

unit  who  don't  normally  share  resources.,    •  Work  on  volunteer  projects  together  that  

benefit  both  parJes  •  Share  personal  stuff  about  me  as  a  person  •  Share  a  challenge  I  struggle  with  •  PlanJng  quesJons  in  the  audience  to  iniJate  

engagement  and  group  interacJon  •  Use  breakout  rooms,  webcams.    Create  a  PPT  

bio  that  is  shared  during  webinar.  •  Treat  it  like  a  real  interacJon,  be  nice,  say  hi  

and  don't  get  up  and  walk  away  because  we  can  sJll  see  you  not  paying  aTenJon!  

•  Draw  iniJals  on  screen  with  map  of  where  they  live  and  put  in  chat  what  they  love  about  where  they  live  

•  Create  an  exercise:  ask  people  to  write  a  self  descripJon  (without  name),  then  ask  the  others  to  find  out  who  are  each  one  (in  a  communicaJon  skills  training  it  helps  also  to  show  what  is  an  objecJve,  clear  and  precise  text)  

What tips can you share for strengthening connections and building trust with others in virtual settings? •  Assign  pre-­‐reads  that  teams  can  do  together  

prior  to  coming  in,  do  breakouts  during  and  give  group  assignment  post  training  that  keep  2-­‐3  people  together.,  Send  teasers  and  assign  points  as  a  team  

•  ExperiencePoint    •  Breakout  sessions  in  webinar  and  ask  them  to  

discuss  a  topic  and  collecJvely  come  up  with  one  answer.  Talk  it  out  unJl  there  is  consensus.  

•  Share  something  about  yourself  that  no  one  knows  about  you!  :^)  

•  Have  people  introduce  themselves  online  (social  plajorm  first  prior  to  coming).  Have  poll  quesJon  during  session  on  a  "vulnerable"  topic.  Polling  anonymous  yet  ppl  can  see  "there  are  ppl  who  have  had  the  same  challenges  as  me"  and  it  sets  the  stage  for  feeling  more  comfortable  to  share  during  the  session.  Have  vulnerable  facilitators.  

•  Sharing  live  video  of  the  main  presenter(s)  has  been  very  helpful  for  us  -­‐  this  gives  parJcipants  something  other  than  a  PPT  to  look  at.  We  also  use  the  aTendee  list  to  select  "volunteers"  to  comment  on  the  content.  So  parJcipants  know  that  at  any  Jme  they  can  be  called  on.  

•  Assign  small  groups  or  pairs  to  "meet"  between  sessions  

•  Use  video  to  include  remote  associates.    I  am  the  only  person  on  my  team  working  remote  and  including  me  via  video  increases  my  connecJon  to  the  team!  

SEEK TO OWN THE TECHNOLOGY, NOT THE CONVERSATION

Image  by  the  ebarney  (CC  BY-­‐NC-­‐SA  2.0)    

Owning the Technology: A Story

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Dubai

London

C

Paris 20 people

5 teams

3 sites

5 hours

70% team-based “learning by doing” 20% teaching 10% plenary discussion

C

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An Insight

•  Technology is our classroom, but it need not constrain our curriculum nor our user-centered approach to design.

•  Encourage a laboratory mindset. Involve learners in the experimentation process. “We’ve never done this before”. Messy and improvisation are OK.

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Some Implications Develop proficiency with webinars first Control as much technology as possible Don’t fly solo

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FEELING COURAGEOUSLY CONFIDENT?!

Image  by  geekphysical  (CC  BY-­‐NC-­‐SA  2.0)    

Discussion

What ideas are you most excited to try? What are some safe and easy ways for you to experiment with these ideas in the next 3 weeks?

On the web: pollev.com/experiencepoint/ Text EXPERIENCEPOINT to 37607 once to join, then text your thoughts

SHARE WITH US!

What ideas are you most excited to try? What are some safe and easy ways for you to experiment with these ideas in the next 3 wks? •  My  coaching  program  will  be  launched  by  1st  of  

July  with  overseas  client  for  the  first  Jme  in  my  life  

•  Look  into  developing  a  collaboraJve  site  for  discussions  

•  ExperiencePoint    •  Leadership  meeJng  AcJviJes  that  drives  

discussion  with  the  outcomes  on  idenJfying  gaps  in  communicaJon  and  trust  for  one  another.  

•  Explore  tools  such  as  Google  hangouts.    •  Change  my  mind  set  from  "old  school"  to  more  

modern  thinking.  This  old  dog  will  learn  some  new  tricks.  

•  trying  Adobe  Connect  for  break  out  meeJngs  •  Hold  a  team  meeJng  as  a  test.  Experiment  with  

those  who  will  be  the  locaJon  helpers.  •  Invite  my  table  mates  from  this  session  to  

exchange  best  pracJces.  •  Conduct  team  meeJngs  to  develop  proficiency  

within  the  plajorm  or  app,    •  Hold  a  social  party  to  develop  proficiency.  •  Video  intros.    At  least  a  week  in  advance....  June  

onwarss,  sorry  for  the  typo!!!,    •  promote  the  learnings  of  today  with  my  

team...next  week...  Without  fail!!  

•  Make  current  virtual  training  more  interacJve...CHUNK  IT!  

•  Pre-­‐meeJng  intro  video.  •  Picture  of  the  view  from  my  window  •  Virtual  cup  of  coffee  •  I'm  going  to  use  breakout  rooms  in  webex  •  Send  a  picture  of  what's  out  your  window  (esp  

when  snowing  in  mn)  •  Use  more  interacJvity  with  wiki,  

intercompany  TwiTer,  and  informal  networking/working  together  on  daily  work  

•  Host  a  simultaneous  WebEx  session  for  one  of  the  global  teams  that  I  work  with  and  involve  my  colleague  in  the  UK  along  with  the  team  there  

•  pre  work.  So  they  can  be  prepared  to  share  stories  on  how  to  use  new  sales  techniques  

•  I  will  create  a  virtual  class  on  Adobe  connect,  this  is  part  of  my  homework  from  the  training  last  week  

•  I  want  to  try  this  in  a  "summer  camp"  format  with  remote  employees  at  work  to  get  them  engaged  in  a  creaJve  way  

What ideas are you most excited to try? What are some safe and easy ways for you to experiment with these ideas in the next 3 wks? •  Next  Monday  I'll  have  a  virtual  session  and  I'm  

excited  to  try  some  ideas,  specially  provoking  the  parJcipants  to  share  experiences  using  chat.  

•  Call  IT    AND  CLE  managers  and  create  a  collaboraJve  learning  group  to  share  this  info!  

•  Share  with  my  virtual  instrucJon  team    

Thank You! Q&A time!

Please feel free to connect with us on LinkedIn and reach out with any questions, comments or ideas. James Chisholm ExperiencePoint [email protected]

@experiencepoint

Jenn Labin TERP Associates [email protected]

@jenntec

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