Virtual Training: Conducting a Successful and Seamless Session

In today’s marketplace, virtual learning is in strong demand due to factors such as decreased learning dollars, increased need for learning anytime anywhere, and increased scheduling complexity. Training in the virtual world has quickly become a reality. While many see the value, few find success because designing for this modality requires different considerations. Below are some best practices for conducting virtual learning sessions.

  • Always include two team members on the webinar, one to play the more traditional facilitator role and the other to play the producer role. By separating duties, this allows the facilitator to focus on delivery without having to worry about the technical aspects of the webinar. The producer handles things of a technical nature such as the chat window and ensuring that the audio works as it should.
  • Decide which platform to use. There are numerous platforms to select from, including WebEx, GoToMeeting, and Adobe Connect. They are all slightly different, so be sure to research and select the one that best meets the needs of your audience.
  • Set up a call to review the roles and responsibilities. Ensure that both the facilitator and producer are clear on what their role entails and are comfortable with their responsibilities. Be sure to cover the following:
    • Review how to use web conferencing platform controls
    • Address communication among the team during the live event
    • Create a strategy for handling questions and answers
  • Create a contingency plan should anything go wrong. Review all possible catastrophes such as what to do if the facilitator loses his/her connection or a participant doesn’t have the materials. It is important to be prepared and to stay calm.
  • Ensure that the delivery is well rehearsed. The facilitator should restrict the use of filler words and be crisp, clear, and concise. The producer should be well versed in the technology platform so as to handle any technical issues that may arise. Set up a minimum of one rehearsal session prior to going live. Ensure that everyone is comfortable with the event timing and transition points.

What other tips do you have for conducting flawless virtual training sessions? We’d love to hear your ideas.


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