Last updated on 2024年9月12日

You're navigating virtual collaboration in facilitation. What tools and technology do you need to succeed?

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Navigating virtual collaboration in facilitation requires more than just a stable internet connection; it's about leveraging the right tools and technologies to create an engaging and productive environment. As you find yourself in the role of a virtual facilitator, you need to be equipped with the knowledge and resources to ensure your sessions are as effective as they would be in person. The digital landscape offers a plethora of options, but choosing wisely can be the difference between a successful collaboration or a disjointed one. Understanding the essentials of virtual facilitation tools will not only streamline your process but also enhance the overall experience for participants.

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Nelson Paul

Scrum Master | Certified - PSM I, SAFe 6 | Agile Framework | Scrum | Kanban |

1 Virtual Meetings

When it comes to virtual meetings, your primary concern should be choosing a platform that is reliable and user-friendly. A good virtual meeting tool should offer high-quality video and audio, screen sharing capabilities, and an intuitive interface that participants can navigate with ease. It's also beneficial to have features like breakout rooms for smaller group discussions, as well as interactive elements like polls and hand-raising to maintain engagement. Remember, the smoother the technical aspects of the meeting, the more you can focus on facilitating the content and interaction.

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Nelson Paul

Scrum Master | Certified - PSM I, SAFe 6 | Agile Framework | Scrum | Kanban |
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To succeed in virtual collaboration for facilitation, you'll need reliable tools and technology. Key ones include a stable video conferencing platform for meetings, a shared document tool for real-time collaboration, and a virtual whiteboard for brainstorming. Additionally, consider using project management software to keep track of tasks and deadlines. Having these tools in place will help you manage remote sessions effectively and keep everyone engaged.

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Denitsa Lyutskanova

Head of Content at iGaming.com
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Choose communication platforms like Teams or Zoom that are familiar and easy to use for your team. Consider factors like cost, features, and integration with other tools. Set expectations for virtual meetings, such as muting microphones when not speaking and using video when possible. Beyond task tracking, project management tools like Asana can also help with scheduling, resource allocation, and reporting. While these tools can't fully replace face-to-face interaction, they can facilitate smooth virtual collaboration.

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2 Project Management

Effective facilitation often involves keeping track of tasks, deadlines, and progress, which is where project management tools come in. These platforms allow you to organize projects into tasks and subtasks, assign them to team members, set deadlines, and monitor progress. Look for tools that offer collaboration features such as commenting on tasks, updating statuses, and sharing files. This centralization of project information helps keep everyone on the same page and ensures that nothing falls through the cracks.

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3 Communication Channels

Clear and consistent communication is vital in virtual collaboration. Beyond email, you'll need instant messaging and discussion platforms that allow for real-time conversations and quick information sharing. These tools should enable both one-on-one and group conversations, be accessible across devices, and support file sharing. The right communication channel can replicate the immediacy of office interactions and help maintain a sense of team cohesion despite physical distances.

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Colin Smith

Founding Partner @ Cognitive Union | Global Learning Specialist | LEGO? SERIOUS PLAY?
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Almost all communication platforms have these tools built in. Chat, Reactions, Emojis, Raise Hands, Whiteboards, Video. Get used to using these tools on each platform you use, and leverage them to enable collaboration

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4 Digital Whiteboards

Digital whiteboards are essential for brainstorming, planning, and visualizing ideas together. They should offer a flexible canvas where participants can contribute in real-time, using text, drawings, and images. Look for features like templates and sticky notes that can help structure your sessions. The ability to save and export the board's contents is also crucial for record-keeping and follow-up actions. Digital whiteboards can bridge the gap between physical and virtual spaces by providing a collaborative visual experience.

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Colin Smith

Founding Partner @ Cognitive Union | Global Learning Specialist | LEGO? SERIOUS PLAY?
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Lots of the communication platforms have these built in, but tools like Miro, Mural & Figma have greater functionality, and can exist outside of the communication platform after the session.

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5 File Sharing

For seamless collaboration, you'll need robust file-sharing capabilities that allow team members to easily access, edit, and comment on documents and other resources. The chosen platform should support version control to track changes over time and ensure everyone is working on the most recent version of a document. Cloud-based services are typically the best option, offering the flexibility to access files from anywhere, on any device, which is a cornerstone of successful virtual collaboration.

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Colin Smith

Founding Partner @ Cognitive Union | Global Learning Specialist | LEGO? SERIOUS PLAY?
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Tools like Google Workspace, Teams and any other cloud tool are very helpful for collaborative work before, during and after facilitated sessions, and can enable people to work on the same project together and retain the work they have completed in the session, afterwards.

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6 Feedback Tools

Finally, gathering feedback is an integral part of facilitation. You need tools that can collect responses anonymously or attributed, depending on the context. Surveys, polls, and feedback forms are key to understanding participant satisfaction, capturing valuable insights, and identifying areas for improvement. Ensure that these tools are easy to use and provide a way to analyze the data collected effectively. This will help you refine your approach and tailor future sessions to better meet the needs of participants.

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You're navigating virtual collaboration in facilitation. What tools and technology do you need to succeed?

1

2

3

4

5

6

1 Virtual Meetings

2 Project Management

3 Communication Channels

4 Digital Whiteboards

5 File Sharing

6 Feedback Tools

Facilitation

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You're navigating virtual collaboration in facilitation. What tools and technology do you need to succeed?

1

2

3

4

5

6

1 Virtual Meetings

2 Project Management

3 Communication Channels

4 Digital Whiteboards

5 File Sharing

6 Feedback Tools

Facilitation

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