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Engaging and Effective 
E     i      d Eff ti
Virtual Instructor‐
Virtual Instructor‐led 
Training


   Jennifer Tomarchio, CPLP
National Advisor for Chapters Sunshine Area
@JenTomarchio

                                         1
Icebreaker Treasure Hunt
• A – L: Type something unique about yourself in the chat
          yp          g q             y
• M – Z: Find someone with a similar interest and type it 
  on the whiteboard like this:


        Jessica and Richard ride motorcycles
A – L: Type something unique about yourself in the chat
M – Z: Find someone with similar interest and type it on the whiteboard




                                                                          Page 3
Introductions




      Jennifer Tomarchio, CPLP
    Synchronous Learning Expert

                                  Page 4
What s In It For YOU?
What’s In It For YOU?
• Overcome the challenges of
  Overcome the challenges of 
  virtual facilitation.
• Apply techniques to increase
  Apply techniques to increase 
  virtual facilitation effectiveness.
• Ad
  Adapt face to face activities to 
         f        f        i ii
  the virtual facilitator‐led 
  environment. 
      i
• Adopt best practices to reduce 
  technology risks.
                                        Page 5
What Is Your Experience?
               p

A.
A I have attended VILT but not
                    VILT,
   facilitated
B.
B I have facilitated webinars / VILT but
                                VILT,
   still a novice
C.
C I am a VILT pro! !




                          Page 6
What are the Challenges of Virtual
Facilitation?
F ilit ti ?


           • Use the Chat box to type your
             Use the Chat box to type your 
             answers
Which Dot is in the Center?
Which Dot is in the Center?




Eliminate all distractions so you can see things (learn) more clearly!
Ground Rules 

   MUTE your phone when not       Participate and prepare to be 
   speaking                       called on by name 




   Close email and clear other    Speak up, use the chat or 
   distractions from your desk
   distractions from your desk    “Raise hand” when you have 
                                  a question or comment



                                  Use annotations
                                  U        t ti
   Let us know if you step away   appropriately when 
                                  instructed to do so
Common Errors

1



          Lecturing
Common Errors

2




    Not allowing participants to chat
Common Errors            3
Ground Rules:
• Use MUTE to block background noise as appropriate.
• Participate and prepare to be called on by name. 
• Silence/close Outlook, phones, Communicator, etc. and 
  clear other distractions away from your desk. 
      Designing boring, bullet point slides without graphics
       es g g bo g, bu et po t s des t out g ap cs
• Speak up or use the Q & A panel or Feedback indicator 
       k              h      &           l       db k d
  when you have an immediate question or comment.
• If
  If you have to step away, let facilitator know with the 
         h     t t              l t f ilit t k           ith th
  Feedback indicator. 
• Use annotations appropriately when instructed to do
  Use annotations appropriately when instructed to do 
  so.
Virtual Facilitation Techniques
                           q

• How often should you provide participant interaction 
                   y p         p      p
  opportunities?
Virtual Facilitation Techniques

1. Provide participant 
1 Provide participant
  interaction 
  opportunities every 
  opportunities every
  3 minutes 
Thiagi Jolt
    g

• Listen to the directions and follow
  Listen to the directions and follow 
  precisely




                               Page 16
Thiagi Jolt
    g




              Page 17
Thiagi Jolt
    g




              Page 18
Thiagi Jolt
    g




              Page 19
What Did You Learn?

• Visuals trump all other senses
  Visuals trump all other senses




                              Page 20
Virtual Facilitation Techniques


                2. Mix it up! Use the 
                           p
                  tools in different 
                     y
                  ways.
Virtual Facilitation Techniques
3. Create 
  opportunities for 
  p
  participants to 
         p
  exchange ideas and 
    p           g
  opinions using 
  whiteboards, 
  breakout rooms,  ,
  and voice. 
Virtual Facilitation Techniques




4. Design learning experiences with real 
4 D i l        i        i       ih     l
  issues and problems.
Poll

What was the average number of learning 
What was the average number of learning
hours used per employee in 2011?
A.
A 26
B. 31
C. 45
D. 50


                            Page 24
Virtual Facilitation Techniques
5. Ask for participant feedback regularly.
           p      p               g     y
Face to Face              Virtual
Projector                 Desktop sharing, web tours

Whiteboard                Annotation and drawing tools
                                 i     dd    i      l

Keeping an eye on your 
   p g      y     y       Feedback/hand‐up indicators, chat, 
audience                  question manager 

Attendee feedback,
          feedback,       Audio: phone / VOIP
                                 p
discussion, questions     Written: Q & A, chat

“Show of Hands” from 
 Show of Hands from       Hand‐up indicator, polls
                          Hand up indicator polls
audience
                          Chat, Q &A, shared whiteboard, 
                          Chat, Q &A, shared whiteboard,
Trainee contribution, 
T i         t ib ti
                          shared desktops, shared screen 
collaboration
                          controls                          Page 26
Fun Review (Fad lib)
      Fun Review (Fad‐lib)
1. Avoid                                   .
              Verb (ending in  ing )
              Verb (ending in “ing”)

2. Don’t use                    PowerPoint slides without graphics.
                     adjective
3. Create opportunities for participants to exchange                 
                                                                  Noun (plural)

    and opinions using                  ,               , breakout rooms, and 
                              Noun (plural)    Noun (plural)
    voice. 

4. Ask for participant feedback                            .
                                                  adverb
Fun Review
Fun Review
1. Avoid lecturing.
1 Avoid lecturing

2. Don’t use boring PowerPoint slides without graphics.

3. Create opportunities for participants to exchange ideas and 

   opinions using whiteboards, polls, breakout rooms, and voice. 

4. Ask for participant feedback often.
Technology Tips 
• Always schedule a dry run
• Upload presentations, polls, and other materials ahead 
  of time
• Arrive 30 minutes prior to your session
            • Ask participants to join 15 minutes early
                     • Use a “producer” to handle 
                        Use a  producer to handle
                        technical issues / field questions
                     • Practice breakout rooms with real
                        Practice breakout rooms with real 
                        people
                      • Have a back up plan (no Internet, 
                         Live Meeting not working, etc.)
Questions / Other Ideas
Questions / Other Ideas




                  Page 30
Jennifer Tomarchio, CPLP
Jennifer Tomarchio, CPLP
 jennifer.tomarchio@firstdata.com
             Mobile: 954‐461‐5724
                   @JenTomarchio


                    Thank You!

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