Index
Page numbers followed by f and t refer to figures and tables respectively.
A
access (in ACT learning), 58–59
accountability, attendee, 172–173
account profile, 199–200
act (in RPA process), 115
activities, with mixed in-person and online audiences, 110
ACT learning process, 57–61, 58f, 115, 195
administration and logistics, 193–204
about, 194
learning, 30
login and account profile, 199–200
mobile application versions, 203
polls, tests, and other content options, 202
session scheduling, email integration, and audio types, 200–202
site, settings, and software, 197–199
steps to manage, 195–196, 196t–197t
technical issues with, 33
usage and data tracking, 202–203
administrative features checklist, 196t–197t
Adobe Connect
attendee connection to, 50
breakout rooms on, 133
as Builder, 54
computer audio for, 71
feedback tools on, 76
file sharing in, 81
file transfer feature on, 87
learning, 30
login for, 199
note features on, 86
polling on, 130, 202
session scheduling on, 201
teleconferencing with, 119
advanced interaction features, 65t–66t, 84–90
breakout, 88–90
file transfer, 87
notes, 85–86
polling, 84–85
Q&A, 86–87
troubleshooting for, 129–134
AirPods, 71
all hands meeting, 20
alternate hosts, defined, 67
alternate moderators, defined, 67
alternate organizers, defined, 67
alternate plans, 32–33, 35, 37–38
analyzing, for technical or participant support, 37–38
annotations
features for, 65t, 80–81
and file sharing, 82
troubleshooting, 127, 136t
appearance, 41–42
attendee preparation, 161–173
about, 162
accountability for, 172–173
for communication, 166–168
for equipment, software, and connection, 165–166
and establishing “culture” of the session, 168–169
importance of, 162–163
Learning Launch for, 169, 170t–171t
for physical environment, 164–165
before the session, 163–168
during the session, 168–169
attendee(s)
defined, 67
with hearing impairment, 68
materials for, 103
remote, 108
attendees checklist, 102–104
audiences
materials for, 154–156, 155–156, 156f–158f
mixed online and in-person, 108–110
audio
computer, 70, 120
features for, 65t, 68–71
getting attendees connected to, 106–107
having a backup for, 99
for introductory communications, 31
with mixed in-person and online audiences, 109
monitoring, 107
options for, 17
preparing, 96, 106
professionalism with, 41–42
providing technical support with, 35
recording, 122–123
and session scheduling, 201–202
on technology checklist, 98
troubleshooting, 118, 135t
audio broadcast, 69
B
background, with webcams, 74
backup platforms, 98
basic interaction features, 65t, 75–84
annotation, 80–81
chat, 77–78, 78f
feedback, 75–76
share file (upload), 81–82, 82f
share screen, 82–84
troubleshooting for, 124–129
whiteboard, 79, 79f
Blackboard, 54
breakout rooms
challenges with, 15–16
features for, 66t, 88–90
instructions for, 156, 158f, 159f–160f
preparation for, 36, 100, 105
rehearsals for, 60–61
session scheduling for, 201
troubleshooting, 132–134, 137t
whiteboards used for, 79, 79f
breaks, 108
Builders
about, 53–54, 204
breakout rooms on, 88
challenges with, 54–55
Revealers vs., 55t–56f, 57, 57f
whiteboarding on, 127
building successful working relationships, 188–190
C
calendar placeholders, 101
camera(s)
angle of, 74
troubleshooting, 122
captions, 68
Carnegie, Dale, 72
chat channels, 191, 191f, 192f
chat(s)
features for, 65t, 77–78, 78f
for introductory communications, 31
monitoring, 107
preparation for, 36
for technical support, 191, 191f
troubleshooting, 125–126, 136t
chatversations, 77, 78f, 125
checklist(s)
administrative features, 196t–197t
attendees, 102–104
content, 99–100
for presenters, 101–102
session, 151–152, 153f–154f
technology, 97–99
for virtual production capabilities, 43–45
click (in ACT learning), 59–60
closed captioning, 68
communication(s)
attendee preparation for, 166–168
emails (See email[s])
in-session, 102
nonverbal, 75, 110
participant (examples), 207–213
in team of producers, 190–191
through chat (See chat)
virtual production capabilities, 38–42
company meeting, 20
computer audio, 70, 120
confidence, 42
connecting, 34–35
content checklist, 99–100
content rehearsals, 102, 185–187
COVID-19 pandemic, 5
cues
listening for, 39
visual, for audience, 154, 155f
“culture” of the session, 168–169
customer support professionals, 28
D
Dale Carnegie Digital, 54
data tracking, 202–203
delivery plan, 185
design process, 143–146
determining what’s social (Step 2 of design process), 144–145
devices, preparing, 94, 94f, 95f. See also equipment
disconnection, 35, 39
disruptive chats, 125–126
documentation, 146–154, 166–167
dry run. See rehearsals
E
echoes, 120
editing a recording, 123–124
email(s)
examples of, 207–213
final completion of training, 212–213
follow-up, 112, 211–212
integration of, 200–202
reminder, 103–104, 210–211
welcome, 103, 207–209
ending a session, 110–112
engagement
challenges of, 5
and feature use, 31
fixing problems of, 5–6
producing, 9–10
with Revealers vs. Builders, 55
equipment
attendee preparation of, 165–166
for audio, 68, 71
for webcams, 74
establishing “culture” of the session, 168–169
events, defined, 8
F
facilitation
for online meetings, 23–24
for virtual classroom training, 22
for webinars, 23
facilitative producers, 177, 181–182
facilitative production rehearsals, 186–187
facilitator guides, 105, 147–149, 149f–151f
features
advanced interaction (See advanced interaction features)
basic interaction (See basic interaction features)
fixing, 32–33
get started (See get started features)
mapping interactions to, 145–146
preparation for, 36
technical knowledge capabilities with, 30–33
updates to, 30
using, 31
feedback
for facilitators, 40–41
features for, 65t, 75–76
troubleshooting audio, 120
troubleshooting of features for, 124–125, 136t
file transfer, 66t, 87, 131–132, 137t
final completion of training emails, 212–213
final remarks, 111
fixing features, 32–33
follow-up emails, 112, 211–212
Furini, Sonia, 152
G
get started features, 65t, 66–75
audio, 68–71
participant panel, pane, or pod, 72
recording, 74–75
roles, 66–68
troubleshooting for, 116–124
webcam, 73–74
goals, identifying, 144
GoToMeeting, 117, 132
GoToWebinar
breakout rooms on, 132
polling on, 84
Q&A features on, 86, 131
as Revealer, 52–53
H
handouts, 99–100
hearing impaired attendees, 68
help desk, 28
hosts
alternate, defined, 67
defined, 66–67
defining, 17
joining breakout rooms, 88
login for, 199
I
identifying goals and objectives (Step 1 of design process), 144
in-session communication, 102
in-session features, 63–90
about, 64, 65t–66t, 66
advanced interaction features (See advanced interaction features)
basic interaction features (See basic interaction features)
get started features (See get started features)
instructions, 155–156, 156f–157f
Interact and Engage! 50+ Activities for Virtual Training, Meetings, and Webinars (La Borie and Stone), 8, 18
internet connections
attendee preparation for, 165–166
and computer audio, 70
preparing, 95
invitations, 101, 103, 201
J
Jigsaw, 54
L
learning platforms, 30
lighting, 74
listening skills, 38–39
live test sessions, 167–168
logins
in ACT learning, 59
logistics for, 199–200
technical issues with, 33
on technology checklist, 97
logistics. See administration and logistics
M
map the interactions to the features (Step 3 of design process), 145–146
materials, 141–159
about, 142–143
for attendees, 103
for audience, 154–156
audience instructions, 155–156, 156f–158f
design process for, 143–146
documentation, 146–154
PowerPoint notes, 147, 147f
session checklist, 151–152, 153f–154f
virtual facilitator and producer guides, 147–149, 149f–151f
visual cues for audience, 154, 155f
microphones, enabling and disabling, 70, 121
Microsoft Teams, 52, 122, 191
Miner, Nanette, 147–149
mixed audiences, 108–110
mixed online and in-person audiences, 108–110
mobile application versions, 203
moderators, defined, 66–67
multimedia, preparation for, 100
multi-session training programs, follow-up for, 211–212
muting participants, 70–71, 119–121
N
nonverbal communication, 75, 110
notes
features for, 65t, 85–86
taking, during session, 108
troubleshooting, 130–131, 137t
O
objectives, identifying, 144
online meetings
defined, 8
production tasks for, 20, 23–24
organizers
defined, 66–67
joining breakout rooms, 88
oversharing screen, 128–129
P
panelists, 67, 88
participant communications, 207–213
participants
defined, 66
features showing list of, 72
list of, 65t, 121, 135t
muting, 70–71, 119–121
support for, 33–42, 89
partnerships, 175–192
about, 176
building successful working relationships for, 189–191
with different producer types, 177–183
rehearsals when working in, 184–189
and technical or participant support, 36
physical environment
attendee preparation of, 164–165
professionalism of, 41
setting up your, 93–96
pinpoint (in RPA process), 115
Plantronics telephone headsets, 71
platform archetypes, 49–61
about, 50–51
ACT learning process for, 57–61
Builders, 53–55
choosing, 55–57
Revealers, 51–53
platform experience, 21
polling
administration and logistics for, 202
features for, 65t, 84–85
preparation for, 36, 100, 105
with Revealers, 52
technical knowledge for, 29
troubleshooting, 117, 130, 137t
positivity, 42
PowerPoint notes, 147, 147f
PowerPoint slides, 99
practicing producers speaking voice in, 187–188
preparation for attendees. See attendee preparation
preparation for virtual session, 93–104
attendees checklist, 102–104
with Builders, 53–54
content checklist, 99–100
importance of, 50
presenter checklist, 101–102
and providing technical support, 31–32
setting up your space, 93–96
technology checklist, 97–99
presenters
checklist for, 101–102
defined, 67
joining breakout rooms, 88
rehearsals with, 185–186
remote, 109
switching to a different, 117–118
presenting
guidelines for, 36
producing a virtual session while, 104–108
producing vs., 14f
skills for, 40–41
tips for, 104–108
pre-work, for attendees, 103
producer guides, 147–149, 149f–151f
producers
facilitative, 177, 181–182
for mixed in-person and online audiences, 109–110
webinar, 178–179, 180t
producing a virtual session, 91–112
about, 92–93
and ending a session, 110–112
for mixed online and in-person audiences, 108–110
preparation for (See preparation for virtual session)
during presentation, 104–108
presenting vs., 14f
and session follow-up, 110–112
production tasks, 16–20
in all virtual sessions, 17–18
facilitation vs., 20–24
for online meetings, 20, 23–24
session checklist for, 153f–154f
and successful working relationships, 190–191
types of, 15
for virtual classroom training, 18, 22
for webinars, 19–20, 23
professionalism, 41
public speaking, 40. See also presenting
Q
Q&A
features for, 66t, 86–87
troubleshooting, 131, 137t
R
recording of sessions
features for, 65t, 74–75
just before start time, 107
troubleshooting, 122–123, 136t
registration invitations, 201
rehearsals, 184–189
about, 184
content, 102, 185–187
facilitative production, 186–187
for partnerships, 36
practicing producers speaking voice in, 187–188
reviewing plan for content in, 185–187
technical checks in, 184–185
when working in partnerships, 184–189
of “yes, and” technique, 188–189
relax (in RPA process), 115
reminder emails, 103–104, 210–211
remote attendees, 108
remote control, when screen sharing, 83–84
remote presenters, 109
Revealers
about, 51–52, 204
breakout rooms on, 88
builders vs., 55t–56f, 56, 56f
challenges of, 52
screen sharing on, 83
whiteboarding on, 127
Rigney, Elizabeth, 189–190
roles
about, 65t
features for identifying, 66–68
for troubleshooting, 116–117, 135t
roster, 102, 105
RPA process, 115–116, 116f
S
Saba Classroom, 54
scavenger hunts, 177–178
scheduling the session, 17
session checklist, 151–152, 153f–154f
session follow-up, 110–112
sessions, defining, 8
session scheduling, 200–202
setting context, 28
settings, administration and logistics for, 197–199
setting up your space, 93–96
share file
features for, 65t, 81–82, 82f
troubleshooting, 127–128, 136t
share screen, 51
features for, 65t, 82–84
troubleshooting, 128–129, 137t
unintentional, 129
site, accessing platform, 197–199
site administrator, 198–199, 201, 202–203
site settings, technical issues with, 33
Skype, 122
Skype for Business, 52
Slack, 191
smiling, 74
snacks, 96
software
administration and logistics for, 197–199
attendee preparation for, 165–166
for mobile application versions, 203
speaking voice, 187–188
standing desks, 93–94
start-time producers, 183
T
team up (in ACT learning), 60–61
technical assistance
listening to provide, 39
providing, 31–32
technical checks, in rehearsals, 184–185
technical directions, 40
technical issues, 32–33
with administration and logistics, 33
dealing with, 37
and importance of attendee preparation, 162–163
reporting, 111
technical knowledge, 29–33, 204
technical producers, 177–179
technical rehearsals, 101–103
technical support
identifying, for session prep, 99
virtual production capabilities for, 33–42
technical tasks. See production tasks
technology
challenges with, 7
managing, in for meetings, 24t
managing, in virtual classroom training, 22t
managing, in webinars, 23t
meetings with less, 21
separating content from, 7–8
technology checklist, 97–99
teleconference, 69–70, 71, 118–119
test links, 167
tests, administration and logistics for, 202
tracking, data and usage, 202–203
troubleshooting, 113–134, 135t–137t
about, 114
for advanced interaction features, 129–134
for basic interaction features, 124–129
of features, 32–33
for get started features, 116–124
RPA process for, 115–116, 116f
U
unintentional screen sharing, 129
URL, 197
usage tracking, 202–203
USB Logitech headset, 71
using features, 31
V
variety, of features, 31
video(s)
for attendee preparation, 167
with mixed in-person and online audiences, 109
preparation for, 100
professionalism with, 41–42
virtual classroom training
defined, 18
facilitative producers for, 181–182
production tasks for, 18, 22
speaking voice for, 188
Virtual Learning Collaborative, 151–152
virtual meetings, defined, 8
virtual production
capabilities for (See virtual production capabilities)
skill set for, 6
terminology for, 8
virtual production capabilities, 27–45
about, 28–29
checklist for, 43–45
communication, 38–42
technical and participant support, 33–38
technical knowledge, 29–33
virtual session production, defining, 14–16
virtual sessions
commonalities of, 17–18
preparation for (See preparation for virtual session)
producing (See producing a virtual session)
virtual training, defined, 8
visual cues, for audience, 154, 155f
VoIP (Voice over Internet Protocol), 70, 118, 120–121
W
walk-throughs. See rehearsals
webcams
features for, 65t, 73–74
testing, 106
troubleshooting, 121–122, 135t
Webex
audio on, 71
author experience with, 9–10, 28, 181
breakout rooms on, 132–133
feedback tools on, 76, 125
file sharing in, 81
file transfer feature on, 132
hosts on, 67
note features on, 85–86
polling on, 84–85, 130, 202
as Revealer, 52
session scheduling for, 200
troubleshooting in, 117
webinar producers, 178–179, 180t
webinar(s)
defined, 8–9, 19
fostering engagement in, 16
introductory slide for, 147f
production tasks for, 19–20, 23
speaking voice for, 187
technical producers for, 177–179
welcome email, 103, 207–209
whiteboard
for annotation, 80
features for, 65t, 79, 79f
troubleshooting, 126–127, 136t
Wojcik, Caleb, 74
“work a room,” 6
working relationships, 189–190
Y
“Yes, and” technique, 188–189
Z
Zolotykh, Dmitriy, 189–190
Zoom
attendee connection on, 50
breakout rooms on, 133–134
computer audio for, 71
features on, 64
feedback tools on, 76, 124–125
file transfer feature on, 87, 132
Learning Launch on, 169, 170t–171t
polling on, 84, 130
as Revealer, 52–53
teleconferencing with, 119
user profiles on, 200