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Design and Lead
Interactive, Inclusive
Virtual Meetings
April 28, 2020
MEET RENEE
Dr. Renee Rubin Ross (she/her) is a nationally recognized leader on board
and organizational development and strategy and the founder of The Ross
Collective, a consulting firm that designs and leads inclusive, participatory
processes for social sector boards and staff.
Committed to racial equity in the nonprofit sector, Dr. Ross supports
organizations and individuals in practices that celebrate and amplify
diverse voices and perspectives.
In addition to her consulting work, Dr. Ross is the Director of the Cal State
University East Bay Nonprofit Management Certificate program and
teaches Board Development and Grant Writing for the program.
Dr. Ross lives in the San Francisco Bay Area with her family. She is a Board
member of the Alliance for Nonprofit Management. Her Doctorate in
Education and Jewish Studies from New York University explored parent
participation in schools.
Renee’s hobbies including running, hiking, playing guitar and baking
sourdough bread.
The
Challenge…
“Virtual meetings are
tough.”
The
Challenge…
“Virtual meetings are
tough.”
In the chat box, share:
• Does this resonate with you?
(yes/no)
• What’s difficult about virtual
meetings?
Outcomes – at the end of this webinar you will be able to…
Identify three questions to help you design and lead better virtual
meetings
Give examples of concrete strategies for each question
Identify one or two next steps to improve your ability to design and lead
virtual meetings
1
2
3
Agreements
My agreement with you:
+ Share content that many social sector leaders find useful
+ Step periodically during the webinar to make sure you’re with me and get your
thoughts.
Agreements
My agreement with you:
+ Share content that many social sector leaders find useful
+ Step periodically during the webinar to make sure you’re with me and get your
thoughts.
How can you benefit the most?
+ Participation = the path to learning
+ Inquiry stance – we’re learning together
+ Value our time together: the more that you are present, the more you will
benefit from the content being shared
What’s in the room?
Who’s in the room?
Where do we want to go?
What’s in the
room now?
Anxiety
Trauma
Change
Hope
Design for what’s in the room
Design for what’s in the room
Find out what is there – ahead of time if possible1
Design for what’s in the room
Find out what is there – ahead of time if possible
Consider: How do you want to address and acknowledge this?
1
2
Design for what’s in the room
Find out what is there – ahead of time if possible
Consider: How do you want to address and acknowledge this?
Create space to acknowledge feelings
1
2
3
Apply this idea to virtual meetings by:
Paying attention to the opening: How are people welcomed? What tone are
you setting?
1
Apply this idea to virtual meetings by:
Paying attention to the opening: How are people welcomed? What tone are
you setting?
Taking a minute to breathe
1
2
Apply this idea to virtual meetings by:
Paying attention to the opening: how are people welcomed? What tone are
you setting?
Taking a minute to breathe
Adding space to your agenda to give participants more time to process
information and make decisions
1
2
3
Create
space
In the chat box, share:
How are you creating space
for what’s in the room?
Who’s in the
room?
Diverse racial and ethnic
backgrounds
Multiple learning styles
Different participation styles
Design to acknowledge and
honor differences.
Leadership and Meaning
To consider:
1. How are you making sense of the changes we’ve experienced over the past
few weeks?
Diverse racial and ethnic backgrounds
Design meetings that honor racial equity
by considering:
How is our organization making racial equity an explicit value?1
Design meetings to honor racial equity
by considering:
How is our organization making racial equity an explicit value?
How are we creating space to acknowledge and share experiences
based on racial and other differences?
1
2
Design to honor racial equity by
considering:
How is our organization making racial equity an explicit value?
How are we creating space to acknowledge and share experiences based
on racial and other differences?
How do our meetings reflect the values that we want to bring into the
world?
1
2
3
Different participation styles
Different participation styles
Conceptualizer
Big picture – understanding of why and how this work is
connected to larger mission or vision
Different participation styles
Affiliator
Connection with others in the room
Right combination of vulnerability and
support
Different participation styles
Activator
Clear next steps
and actions
Sense that project
is moving forward
Different participation styles
Analyzer
Think deeply about
details
Prefer clear steps
to meeting or
process
Different participation styles
Conceptualizer Affiliator Activator Analyzer
In the chat box, share:
• Which one(s) are you?
To honor diverse participation styles:
Share agenda and details impacting decisions ahead of time.
Include discussion time in large and small groups—use breakout groups
on Zoom.
Use Zoom and collaboration software such as Google Docs.
Include clear action steps at the end of the meeting.
1
2
3
4
Where do we
want to go?
Surviving
Thriving
Surviving
What do we need to talk about to run our daily operations or pivot our
program?
1
Surviving
What do we need to talk about to run our daily operations or pivot our
program?
What financial projections need to be discussed to make decisions?
1
2
Surviving
What do we need to talk about to run our daily operations or pivot our
program?
What financial projections need to be discussed to make decisions?
What are possible scenarios to plan for?
1
2
3
Thriving
What’s our long-term vision for our work?1
Thriving
What’s our long-term vision for our work?
What new needs have emerged that deepen or alter that vision?
1
2
Thriving
What’s our vision for our work long term?
What new needs or questions have emerged that deepen or alter that vision?
What can we do now that will have long-term impact beyond this moment?
1
2
3
Design agendas around surviving and
thriving
Be explicit about focus: Short or long-term?1
Design agendas around surviving and
thriving
Be explicit about focus: Short or long-term?
What background information do people need to review before the meeting
to be informed and make decisions?
1
2
Design agendas around surviving and
thriving
Be explicit about focus: Short or long-term?
What background information do people need to review before the meeting
to be informed and make decisions?
What decisions must be made during our time together?
1
2
3
What’s in the room?
Who’s in the room?
Where do we want to go?
In the chat box:
• What is one step that you will take to design and
lead better virtual meetings?
Next steps
Visit www.therosscollective.com to
sign up for our newsletter
For support with virtual meetings or
planning sessions– reach out
directly– info@therosscollective.com
How does this information apply to
your meetings? Contact us to set a
time to discuss.
Questions
and
Discussion
LinkedIn:
linkedin.com/in/reneerubinross
Twitter: @reneerubinross
Newsletter:
https://www.therosscollective.c
om/subscribe
Design and Lead
Interactive, Inclusive
Virtual Meetings
April 28, 2020

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How To Design and Lead Interactive, Inclusive Virtual Meetings

  • 1. Design and Lead Interactive, Inclusive Virtual Meetings April 28, 2020
  • 2. MEET RENEE Dr. Renee Rubin Ross (she/her) is a nationally recognized leader on board and organizational development and strategy and the founder of The Ross Collective, a consulting firm that designs and leads inclusive, participatory processes for social sector boards and staff. Committed to racial equity in the nonprofit sector, Dr. Ross supports organizations and individuals in practices that celebrate and amplify diverse voices and perspectives. In addition to her consulting work, Dr. Ross is the Director of the Cal State University East Bay Nonprofit Management Certificate program and teaches Board Development and Grant Writing for the program. Dr. Ross lives in the San Francisco Bay Area with her family. She is a Board member of the Alliance for Nonprofit Management. Her Doctorate in Education and Jewish Studies from New York University explored parent participation in schools. Renee’s hobbies including running, hiking, playing guitar and baking sourdough bread.
  • 4. The Challenge… “Virtual meetings are tough.” In the chat box, share: • Does this resonate with you? (yes/no) • What’s difficult about virtual meetings?
  • 5. Outcomes – at the end of this webinar you will be able to… Identify three questions to help you design and lead better virtual meetings Give examples of concrete strategies for each question Identify one or two next steps to improve your ability to design and lead virtual meetings 1 2 3
  • 6. Agreements My agreement with you: + Share content that many social sector leaders find useful + Step periodically during the webinar to make sure you’re with me and get your thoughts.
  • 7. Agreements My agreement with you: + Share content that many social sector leaders find useful + Step periodically during the webinar to make sure you’re with me and get your thoughts. How can you benefit the most? + Participation = the path to learning + Inquiry stance – we’re learning together + Value our time together: the more that you are present, the more you will benefit from the content being shared
  • 8.
  • 9. What’s in the room? Who’s in the room? Where do we want to go?
  • 10. What’s in the room now? Anxiety Trauma Change Hope
  • 11. Design for what’s in the room
  • 12. Design for what’s in the room Find out what is there – ahead of time if possible1
  • 13. Design for what’s in the room Find out what is there – ahead of time if possible Consider: How do you want to address and acknowledge this? 1 2
  • 14. Design for what’s in the room Find out what is there – ahead of time if possible Consider: How do you want to address and acknowledge this? Create space to acknowledge feelings 1 2 3
  • 15. Apply this idea to virtual meetings by: Paying attention to the opening: How are people welcomed? What tone are you setting? 1
  • 16. Apply this idea to virtual meetings by: Paying attention to the opening: How are people welcomed? What tone are you setting? Taking a minute to breathe 1 2
  • 17. Apply this idea to virtual meetings by: Paying attention to the opening: how are people welcomed? What tone are you setting? Taking a minute to breathe Adding space to your agenda to give participants more time to process information and make decisions 1 2 3
  • 18. Create space In the chat box, share: How are you creating space for what’s in the room?
  • 19.
  • 20. Who’s in the room? Diverse racial and ethnic backgrounds Multiple learning styles Different participation styles
  • 21. Design to acknowledge and honor differences.
  • 22. Leadership and Meaning To consider: 1. How are you making sense of the changes we’ve experienced over the past few weeks?
  • 23. Diverse racial and ethnic backgrounds
  • 24. Design meetings that honor racial equity by considering: How is our organization making racial equity an explicit value?1
  • 25. Design meetings to honor racial equity by considering: How is our organization making racial equity an explicit value? How are we creating space to acknowledge and share experiences based on racial and other differences? 1 2
  • 26. Design to honor racial equity by considering: How is our organization making racial equity an explicit value? How are we creating space to acknowledge and share experiences based on racial and other differences? How do our meetings reflect the values that we want to bring into the world? 1 2 3
  • 28. Different participation styles Conceptualizer Big picture – understanding of why and how this work is connected to larger mission or vision
  • 29. Different participation styles Affiliator Connection with others in the room Right combination of vulnerability and support
  • 30. Different participation styles Activator Clear next steps and actions Sense that project is moving forward
  • 31. Different participation styles Analyzer Think deeply about details Prefer clear steps to meeting or process
  • 32. Different participation styles Conceptualizer Affiliator Activator Analyzer In the chat box, share: • Which one(s) are you?
  • 33. To honor diverse participation styles: Share agenda and details impacting decisions ahead of time. Include discussion time in large and small groups—use breakout groups on Zoom. Use Zoom and collaboration software such as Google Docs. Include clear action steps at the end of the meeting. 1 2 3 4
  • 34. Where do we want to go? Surviving Thriving
  • 35. Surviving What do we need to talk about to run our daily operations or pivot our program? 1
  • 36. Surviving What do we need to talk about to run our daily operations or pivot our program? What financial projections need to be discussed to make decisions? 1 2
  • 37. Surviving What do we need to talk about to run our daily operations or pivot our program? What financial projections need to be discussed to make decisions? What are possible scenarios to plan for? 1 2 3
  • 38. Thriving What’s our long-term vision for our work?1
  • 39. Thriving What’s our long-term vision for our work? What new needs have emerged that deepen or alter that vision? 1 2
  • 40. Thriving What’s our vision for our work long term? What new needs or questions have emerged that deepen or alter that vision? What can we do now that will have long-term impact beyond this moment? 1 2 3
  • 41. Design agendas around surviving and thriving Be explicit about focus: Short or long-term?1
  • 42. Design agendas around surviving and thriving Be explicit about focus: Short or long-term? What background information do people need to review before the meeting to be informed and make decisions? 1 2
  • 43. Design agendas around surviving and thriving Be explicit about focus: Short or long-term? What background information do people need to review before the meeting to be informed and make decisions? What decisions must be made during our time together? 1 2 3
  • 44. What’s in the room? Who’s in the room? Where do we want to go?
  • 45. In the chat box: • What is one step that you will take to design and lead better virtual meetings?
  • 46. Next steps Visit www.therosscollective.com to sign up for our newsletter For support with virtual meetings or planning sessions– reach out directly– info@therosscollective.com How does this information apply to your meetings? Contact us to set a time to discuss.
  • 48. Design and Lead Interactive, Inclusive Virtual Meetings April 28, 2020