Appendix C. Synchronous Considerations Checklist

Use this checklist to document the specifics of your particular synchronous training platform. Bring it to synchronous software training and ask your trainer, or spend the time to investigate on your own.

Software Platform: ___________________________

Version: _________________

Audio Considerations

Notes

  • What type of audio (full-duplex, half-duplex, telephone conferencing) is available?

  • Does the software have some kind of "wizard" to test audio settings?

 

Chat Considerations

Notes

  • Is full group chat available?

  • Is private messaging to the trainer/assistant trainer available?

  • Is private messaging between participants allowed?

  • Can a transcript of chat conversations be saved?

  • Does the transcript include private messaging?

 

Breakout Room Considerations

Notes

  • What features (application sharing, and so forth) are available in the breakout rooms?

  • Can participants be pre-assigned to a particular room?

  • Can participants be moved from room to room during an activity?

  • Can materials (whiteboards and so on) created in breakout rooms be shared when the large group is reconvened?

 

Whiteboard Considerations

Notes

  • Can you save whiteboards created during the event?

  • Can graphics be pasted or imported to the whiteboard?

  • How many people can write on the whiteboard at once?

  • If you return to a slide that you have written on, will the comments still be there?

  • What tools are available for whiteboard drawing?

  • Can drawing and graphics be moved once they are on the whiteboard?

 

Surveys/Polls/Feedback/Hand Raising/Pacing/Comprehension Considerations

Notes

  • What survey and/or polling tools are available with the platform?

  • Can the results be shared with the class?

  • Can questions be created spontaneously?

  • Is the feedback anonymous/confidential?

 

Testing and Evaluation Considerations

Notes

  • How are evaluation and testing results reported?

  • How are results saved?

 

Live Video Considerations

Notes

  • What are the hardware and software requirements for live video?

 

Discussion Board Considerations

Notes

  • Are discussion boards available during class?

 

Application Sharing Considerations

Notes

  • What types of applications can be shared?

  • What are the bandwidth requirements for application sharing?

  • Can participants interact with the application or just view it?

 

Synchronized Web Browsing Considerations

Notes

  • Can a participant bring the class to a website?

  • Can bookmarks be created prior to class to speed navigation?

  • Does this feature require a specific browser?

  • Are hyperlinks available to individual participants?

 

RECORD/PLAYBACK CONSIDERATIONS

Notes

  • Is special software required to view the recordings?

  • Can recordings be viewed while not connected to the Internet?

  • Can trainers stop the recorder and start it up again in the same session?

 

Assistant Trainer Considerations

Notes

  • What can a lead trainer do that an assistant trainer cannot do (for example, create breakout rooms, launch applications)?

  • Do assistants have to be identified ahead of time, or can individuals be "promoted" during the live event?

 

Content Windows Considerations

Notes

  • Can content be added during the live event?

  • How are plug-ins managed?

  • What file formats can be used?

  • Are web and/or PowerPointâ„¢ animations viewable?

  • Can you write on top of animated content?

 

Miscellaneous Feature Considerations

Notes

Miscellaneous Feature Considerations

Notes

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