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Published November 18, 2013 at 12:05 PM

5 Tips for Facilitating a Meeting with Virtual Participants

6 min read
6 min read

Key Takeaways

  • Five facilitation moves improve meetings with virtual participants: use video, have the technology ready before the meeting, set ground rules upfront, plan the agenda with remote attendees in mind, and make a deliberate plan to engage people who aren't in the room.
  • Turning on webcams helps virtual participants feel included, deters them from checking out, and raises the energy level and engagement of the whole meeting.
  • Distribute the meeting link and dial-in ahead of time, ask virtual participants to call in five minutes early, and test the conference room's screen-sharing and audio so you don't lose meeting time to technical setup.
  • Set expectations at the start: whether it's OK to check email or step out, and a reminder that virtual participants were invited because their contributions matter and they're expected to share even though they're not in the room.
  • Plan engagement deliberately, for example always calling on virtual participants first in go-arounds, or assigning an in-room buddy to each remote attendee to point the webcam, prompt the facilitator, scribe, and photograph flip charts.

Anyone who has dialed into a meeting virtually knows that it is not always as enjoyable or productive an experience as compared to being face-to-face in a conference room with the team.  But, many growth companies are spread out all over the country or all over the world, and it is not always cost-efficient or feasible to have all of the right people in the same room at the same time.  Thankfully, online meeting tools make it possible for all to participate in important meetings, and the facilitator can use these simple tips to increase the effectiveness of meetings where some (or even all) of the participants are not in the room:

  1. Choose an online meeting tool that has a video conference function.  Turning on the webcam for virtual participants will help themGoTo Meeting in Rhythm Systems blog feel more included in the meeting and will deter them from checking out (you know, giving in to the temptations around them that distract them from the task at hand.)   Using video can raise the energy-level and engagement of a meeting where some or all of the participants are virtual.
  2. Be ready with the right technology.  Set up and distribute the meeting link and call in number ahead of time, and ask virtual participants to call in five minutes before the meeting starts.  Also, check the technology in your conference room to make sure that screen-sharing and audio work before the meeting starts.  This way, you're not losing precious meeting time figuring out how to connect with virtual participants. 
  3. Be clear about expectations for participants by setting the ground rules in the beginning of the meeting.  This is a best practice for all meetings, and it's especially important when people are participating virtually.  Is it OK to check emails during the meeting?  Is it OK to step out and take a call?  Remind virtual participants that you've asked them to take part in the meeting because their contributions are important and you expect them to share even though they are not in the room with you.
  4. Be mindful of virtual participants when you plan your agenda.  When you set times for breaks and lunch, remember to explicitly tell your virtual attendants what time to be back at their computer ready to go.  Once you've set the time, don't change it - even if everyone in the room is finished eating long before the half hour is over, don't start back early and expect the virtual participants catch up.  Also, think about virtual participants when planning activities or ice breakers.  Make sure you can adapt any activities to include people who aren't in the room.
  5. Make a plan for how you are going to engage people who are not in the room in discussions.  Maybe your plan is to always start with the virtual participants when you go around the room asking the team to share.  If you decide this upfront and mention it in the ground rules in the beginning of the meeting, you'll be less likely to forget them when leading discussions, and they'll probably be paying closer attention if they know they'll be called on first.  Another plan might be to assign someone in the room to each virtual participant.  That person might be in charge of turning the webcam to face the person who is talking or reminding the facilitator to call on them during discussions.  This person may be the virtual person's scribe if you're doing an activity that calls for writing something down to share, and they can take pictures of all the flip charts for the virtual participant.

These simple steps and some foresight on the part of the facilitator can vastly improve the virtual meeting experience for all involved.  For more tips and ideas about how to facilitate great meetings with your team, download our meeting facilitation guide.

 

Download Guide:
Virtual Meeting Success

Additional Rhythm Systems Meeting Resources:

How To Have Effective Weekly Staff Meetings (With Sample Agenda Template)

Download our weekly meeting agenda

Are You Having Weekly Meetings with Yourself?

Management Meeting Agenda

Weekly Adjustment Meetings vs. Weekly Status Meetings (Infographic)

 

Frequently Asked Questions

How do you run an effective meeting with virtual participants?

Five things: choose an online meeting tool with video and use it, set up and test the technology before the meeting starts, set ground rules and expectations at the beginning, plan your agenda with virtual attendees in mind, and decide in advance how you'll engage people who aren't in the room.

Why should virtual participants turn on their cameras?

Video helps remote participants feel more included and deters them from checking out and giving in to the distractions around them. It also raises the energy level and engagement of the meeting for everyone, whether some or all of the participants are virtual.

What should you prepare before a hybrid meeting starts?

Set up and distribute the meeting link and call-in number ahead of time, and ask virtual participants to call in five minutes before the meeting starts. Also check the conference room technology to make sure screen-sharing and audio work, so you're not losing precious meeting time figuring out how to connect.

How do you keep remote attendees engaged in discussions?

Make a plan upfront and announce it in the ground rules. One approach is to always start with the virtual participants when going around the room, which keeps them attentive because they know they'll be called on first. Another is to assign someone in the room to each virtual participant to turn the webcam toward whoever is talking, remind the facilitator to call on them, scribe for them in activities, and photograph the flip charts.

How should breaks be handled when some participants are remote?

Tell virtual attendees explicitly what time to be back at their computers, and once you've set the time, don't change it. Even if everyone in the room finishes eating early, don't start back ahead of schedule and expect the virtual participants to catch up.

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Jessica Wishart
Jessica is Senior Product Manager at Rhythm Systems. She has experience in Client Services and Rhythm software technical support. Her background is in Organizational Execution.
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