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Ten Facilitation Tips for Meeting Online

NEXT Church has been operating virtually for the past 7+ years, so we are super familiar with meeting online! Mostly, we have used Zoom, so we refer to that platform here, but we hope these tips will translate across different platforms. 

  1. Create a clear agenda. As you are creating the agenda, be very clear about what type of activity or response you need from the group (e.g., vote, discussion, FYI). People need more clarity when online than they do in the room. 
  2. Intentionally assign roles. It is harder to multi-task on a screen than in person. For instance, have someone host. Have someone run tech. Have someone take notes. Have someone record attendance or vote-counts. If you do introductions at the top of a meeting, it works best if the host invites people to share. That way everyone doesn’t jump on top of each other. 
  3. Welcome people! Greet people as they come on, just like you would in a room. If you are getting together with people you’ve not met, introduce yourself. Chat until the meeting gets started or let people know if you need to run and refill your coffee while things get moving. If people come in late, welcome them, but don’t rehash everything you’ve already done. And don’t forget to do a bit of extra narration for those on the phone only, who can’t see what’s happening on video.
  4. Some silence is ok. As the facilitator, you’ll be tempted to fill all the space. Don’t. Give a longer beat of silence when you ask a question or start a discussion than you would in the room. It’s also ok to check in about silence. “Does the lack of response mean you all agree? Or you are unsure? Or you didn’t hear me?”
  5. Discussions feel different over video than they do in a room. If the group is small and comfortable with each other, it will probably go fine. If it is a larger group or folks don’t know each other, often, only a few voices will get heard. So, see #5.
  6. Use breakout rooms! It’s like a turn to your neighbor feature. It’s great for relational things, prayer partners, small group discussion, or even committee meetings during a larger meeting. 
  7. It’s harder to read body language online than in the room. If the first few voices agree with an idea, it’s a good idea to ask something like, “does anyone have a different opinion?” It’s also helpful to remind participants that they will need to be responsive. If someone asks a question like, “Are we ready to move on?,” it’s helpful to give a thumbs up or actually say “yes.”
  8. Practice all the good facilitation skills you use in person. Ask the most frequent voices to give some space. Invite less frequent voices to share their thoughts. Intentionally check with the people on the phone who don’t have the advantage of the video to know when and how to break into the conversation.  
  9. Time management is key. 60-90 minutes is MAX over video and shorter is better. Consider adding time frames to your agenda.
  10. People logging in from their own space is a gift. Enjoy it when children pop onto the screen to say hello. Chuckle at the dog who jumps up on a lap. Ask about an interesting book on a shelf or poster on the wall or the orchid growing in the background. It’s a chance to get to know people in a different way. 

 

Ten Tips for Folks New to Online Meetings

NEXT Church has been operating virtually for the past 7+ years, so we are super familiar with meeting online! Mostly, we have used Zoom, so we refer to that platform here, but we hope these tips will translate across different platforms. 

  1. You can do this! If you are unsure, do a test run and check out the Zoom FAQs. 
  2. Set yourself up well. 
    1. Find a place with good wifi/internet connection. If you get a message at any point that your internet is unstable, give it a minute and it will likely resolve. If not, you can try logging back in or calling on the phone.
    2. If you are able, attend on video. It helps everyone feel more connected. 
    3. Have headphones available in case there is some background noise or echoing. (If you are typing during the call, that can usually be heard if you aren’t using headphones.)
    4. Pull up the login information five minutes before so that you aren’t five minutes late.
    5. Grab some water or coffee ahead of time.
  3. Say hello! Treat the start like any other meeting. Say hello and introduce yourself if you are meeting with folks you don’t know. 
  4. Check your name when you join. Click on the three dots in the upper right corner of your picture once online. Click “Rename.”
  5. Choose your view – gallery view (think Brady Bunch grid) or speaker view (current speaker is large). The selection button is found in the upper right corner and will only change your personal viewing screen.

    Gallery View

    Speaker View

  6. Don’t forget, we can see you and hear you! Mute yourself when you aren’t talking, especially in large groups, to cut down on background noise. You can turn the video/sound off if something awkward happens or you need to move away to take care of something. (Pro tip: Don’t vacuum while you are on a video call. It happened.)
  7. Be responsive. Silences are more awkward online. If a question is asked, jump in or give a thumbs up or put something in the chat box. Also notice if you are talking too much and pull back a little bit. If your (unofficial) role in the group is to keep things moving, you might pull back by saying aloud, “I have a few thoughts but I have spoken a lot; I’m curious what others think.”
  8. If you are calling in on the phone, say, “This is [insert your name here]” before you start talking. That helps orient people to who is saying what.
  9. Use the chat feature to converse with other participants in the meeting. You will find this at the bottom toolbar, among other useful tools, including how to leave the meeting. The chat function is great for:
    1. sharing a document or web address
    2. asking a question or making a comment if you can’t jump into the conversation
    3. cracking a joke
    4. saying hello or goodbye, if you don’t want to interrupt
  10. Receive the gift of seeing people in their own spaces! Ask about an interesting plant or knick knack. Wave to children or housemates who wander in. Enjoy the antics of pets. Marvel at the gift that is technology that allows us to connect this way.

You really can do this! It will get easier as it becomes more familiar.