Background
I am often contracted to run training or strategic planning sessions in my area of work: in fact this is what I was doing early this year about the same time many countries were starting to understand the threat of COVID-19. The format is usually to bring around 15-30 people together, in a residential setting, outside of a capital city (to avoid distractions) for something like 3-5 days. Since the pandemic hit, of course, this approach has not been possible and we’ve all had to learn new ways of working. As part of the project I was working on when the pandemic hit I was committed to running a further training of trainers on health financing advocacy for participants from 10 francophone African countries. This training took place virtually, after long delays, at the end of 2020. I emphasise the term “virtually” rather than “online” as this was a scheduled, “live” training course rather than an online-based learning format.
Working in this way has been a big learning experience so I thought I would share some tips and tricks.
What you can’t do in a “virtual” setting
As a trainer I take a participatory approach: I want participants to engage and speak as much as possible, and I want them to discover for themselves the insights that they need to obtain from the training, and to share their experience and knowledge with others. I believe this approach allows for much more ownership by participants and therefore more effective learning. If the conclusions or key messages of a given session reflect things that you or other participants have said or thought, it makes the content more illuminating and memorable. While, as a trainer, I generally have something to add to what participants come up with, participants always come up with ideas and insights that I had not heard before.
The tried and tested methods to training in this way involve deep interaction between participants: buzz groups, physical movement (without going into detail this can be very useful for exploring issues like power inequalities), visual and drawing techniques. I realised that a lot of this would not be as easy to do on a virtual platform. On the other hand I did not want to simply revert to “teacher-led” approaches where the leader does a presentation and then fields questions.
Depending on your perspective, some of the things that aren’t so possible in an online setting might be a blessing. For instance, I’ve never been much of a fan of warm up or energiser activities. Having said that, I acknowledge that many trainers are and participants are often fond of them. Which is why I normally let them take care of this type of activity.
Another big difference is that when I run training in the usual way, conversations often roll on during breaks and also evenings if the setting is residential. The opportunity for interaction even outside of the meeting room isn’t there in a virtual environment.
A final concern I had when planning online was how to maintain the momentum and peoples’ interest because again, I knew I would not have a “captive” audience, free from distractions. As we all know it is hard to resist the temptation to multitask while sitting on a conference call… then again, people are very often multi-tasking even during in-person training.
What you can do in a virtual setting
Despite having to forego a lot of the usual ways of doing things I’ve learned that there are actually lots of things you can do in a virtual setting that you can’t do easily in-person, and also that there are quite a few features of the virtual approach that can make training more effective.
Firstly, because people haven’t travelled from far and wide to be in one place, there is no need to try to cram everything into an intensive few days. I’ve found that this increases the energy levels and can increase the quality of participation. And increased energy levels means that the lack of energiser activities is not a big problem!
Spacing sessions out also allows for far more adaptation and tailoring. It is possible to adapt content based on feedback and impressions of each session and tailor the course on the fly. While I always chop and change a bit I realised I could rewrite and strengthen the course to a much greater extent. (It’s worth saying that this is a lot more work and takes up a lot more time, but I think the results make it worthwhile).
Another significant advantage in my view is that it is possible to run small group sessions sequentially rather than simultaneously. Most video conference platforms have breakout group options, but my experience as a participant has tended to be that they produce fairly superficial results and rarely get substantively discussed back in the plenary. However, small group work is really useful. Even with 20 participants, it can be hard to make sure everyone gets a say. But when groups are restricted to 5 or 6 it is possible and even acceptable to make sure everyone speaks. I suspect it also helps to make sure everyone is paying attention since there is nowhere to hide.
Because nobody is in the same place you can involve anyone from anywhere – so it is an opportunity to bring in subject experts to support or provide additional input.
And finally, just think of how much this saves in terms of travel costs, and carbon footprint. I really hope that when the pandemic is over we don’t just revert to the old ways
Some top tips
With these main pros and cons in mind here are a few ideas on how to go about running an effective virtual training course.
- Participant intro slides
People on conference calls don’t always share video permanently, either because they prefer not to or, as is the case in many of the countries I work with, because it uses up slow and expensive bandwidth. But it is quite nice for participants to get to know each other. One fairly easy way to do this is to ask participants in advance to complete a template with which to introduce themselves: who they are, what they do, where they work, what motivates them. A photo… I would provide a fairly loose template and encourage participants to tailor their intro. Compile the slides before the start, and call on participants to introduce themselves when they see their slide come up (this also resolves the challenge of people talking over each other). Once you are sure all participants have consented to have their information shared, save the slides in the…
2. Shared drive
This is fairly obvious but I thought it would be weird not to mention it. In the context of the work I have just done there were quite a lot of backup files since it was a training of trainers, and participants were being relied on to read resources before and after. So for instance session files included detailed notes for facilitating training exercises which I referred to during the session but did not actually use. I include everything, even my personal facilitation notes. The key thing for a course that is running over several days or weeks is that it is useful to have a folder for each session, so that participants can quickly reference what they need. You can subsequently compile final documents into one mega-file (if you use Word you do this by creating a Master document). Speaking of running over several weeks or days…
3. Space it out and keep it short
You don’t need to cram it all into one week! In fact it is much better not to. because it can be hard to concentrate and absorb technical content when it is crammed. I ran 2 “main” sessions a week, on the same days and at the same times. (When it came to the small group sessions I did them sequentially, also over the space of a week – so more facilitation time needed but still not imposing too much on the participants since they were not involved in every session). And keep it short – have you ever been able to focus on an online call for 3 hours? I kept my sessions to 90 or 120 minutes. I’d be prepared to try a slightly longer session, with a break, but only if it was really necessary. I suspect 3 hours is the absolute limit. Spacing it out also allows for better:
4. Prep work
Of course, you can ask participants in any setting to do prep work but with a spaced out, gentler schedule it becomes possible to do this for every topic. I set pre-reading, and sometimes some tasks asking participants to share experiences or knowledge. I also combined prep work with…
5. Evaluations
Pre course assessments can be done whatever the training format, but a broken-down, spaced out approach makes it possible to take a pulse of what is happening at much more regular junctures. Three or four questions on an online questionnaire can be completed rapidly and can help provide insights for improving / changing content for subsequent sessions. They also feed into your final evaluation. As well as these participant evaluations it is useful to do…
6. “Live” reports.
Live or close to live. Often the preferred format in a workshop is to write up participants comments on a whiteboard or flipchart; and at the end of the day you are left with 20 pages of flipchart where each eloquent participant intervention is summarised into about 5 words, and it is very hard to remember the substance. If like me you can type quicker than you can write on a flipchart, documenting participant comments on-screen is a winner. Most platforms have a “whiteboard” function but my preference is to use the slide deck by enabling a type-in text box to show in slideshow mode. (You need to enable macros but it is very easy – look it up!). The advantage of this is that at the end of the session, when you close up, you can save these inputs right into the slide deck which is of course in the shared drive (see 2.). Other live report ideas: have a participant do a summary of each session at the start of the next (provide a simple one slide template such as: “what we covered, what I learned, what I want to know more about”); and secondly if like me you were lucky enough to have a ninja supporting the work, have them write up a brief report after every session. There are other ways to use the technology to your advantage:
7. Use the tech.
There are always shy participants, and there are always dominant ones. One thing that becomes very clear is that people who don’t like to talk in a big group may be comfortable writing in the chat box. So keep an eye on this and validate those comments, acknowledging who made them and making sure they appear in reports. Also, as long as everyone consents to this, record the sessions and make the recordings available to participants later. This is also helpful for those who are dealing with bad connections or who miss sessions; a good editor could also compile them for future training although always make sure participants are happy with how recordings will be disseminated or published. I’ve also noticed that even when using a platform with a chat function some participants continue to interact on other messaging platforms. We had a group chat set up on a messaging app which also became a forum for exchange. Quieter participants may also find it easier to engage in…
8. Small groups.
Breakout groups are a staple of any workshop or training format. They help broaden participant, deepen conversations, and introduce participants to people and perspectives they don’t know as well. As mentioned above when you have no more than five people and establish from the outset that people will take turn to comment, it nudges participants to join in; albeit in a safer and less intimidating way. One of the prep tasks I set for small groups is to come up with key questions that were presented in the main group but that they want to clarify – a sort of “ask me anything” format. You can have these questions sent in confidence so that it is not obvious who asked. As always, give the opportunity to everyone to answer them before providing your own views. One challenge I came across was that participants who were not in a given group had a bit of a fear of missing out. They were reassured by the fact that the groups were live-reported and also that recordings would be made available. However one participant suggested that it should be acceptable for “non group members” to observe sessions without commenting so as not to interfere with the members’ participation. As noted above I ran these groups sequentially which meant I could lead every single one, ensuring focus on the objectives of the session – something that is not possible when running them simultaneously. I checked that everyone was OK with this and they were, and it worked well.
9. Bring in experts.
Use the opportunity of the virtual setting to bring in input from different voices. Participants will be thankful not to hear you the whole time, and it can also be a way to ensure diversity of perspectives. You may even be able to ask one or two participants to provide expert input on a given topic: and because your course is “spaced out” you can give them plenty of time to think about it and prepare. Much better than tapping them on the shoulder during a break to tell them you need them to speak during the tough post-lunch session later the same day… Whoever you bring in, brief them well, provide templates for any presentations, and view their content beforehand if possible.
10. Keep it relaxed and focused on people.
If you have a well-spaced format it also means you can drop or add sessions fairly easily, providing everyone agrees. I kicked off my course with a shorter “curtain-raiser” session where we dealt with objectives, expectations, schedules, and an activity aimed at identifying some of the key issues we would be dealing with, not in a deep technical way but in a human, person-centred way (important if you are dealing with a topic as dry as health financing). I also decided soon after starting to add a final “closing” session as I realised the content in my last session would take up all the allotted time. The closing session was aimed at giving out “virtual” participation certificates and giving every participant a chance to talk about what they learned and next steps.