At Highlands, we have helped dozens of clients improve their business processes through facilitated meetings, in person. With stay-at-home orders, we knew we had to adapt to a fully digital setting. Here are three of our many lessons learned:
- Choose the platform wisely. There is a plethora of virtual meeting platforms available: WebEx, MS Teams, Zoom, Skype, among others. Each platform has its advantages and disadvantages. Consider the structure of your meetings, the needs and comfort of your participants, and the IT challenges each platform poses.
- Practice is crucial. Many virtual meeting platforms provide free training and/or YouTube tutorials. Turn on your camera, speaker, and online tools, then practice. Once you get it right, practice until you can’t get it wrong!
- Help everyone adjust. Meeting participants may be reticent to use the platform. Develop a quick reference guide. Encourage them to join a few minutes early. Identify an IT contact in advance who can troubleshoot issues.
Ultimately, the success of any facilitated meeting – in person or online – is about engaging all participants with empathy and a little humor, then focusing on their valuable input.