Facilitation Tools for Online Workshops & Meetings

It’s likely that there wasn’t a purpose or outcome from this interaction. To be effective, agile events need to be focused, productive and collaborative. Engagement tools are a suite of tools that allow you to quickly poll participants, run quizzes, visualize responses and even run simple games inside your meetings and events. This kind of workshop engagement tool can be key to creating memorable experiences. For virtual team building sessions and remote teams, this can be the missing ingredient to truly engage and delight participants.

team leader facilitation software

The good news is that Jean lays out very clearly how to perform these fundamental facilitation techniques in her easy-to-read, accessible book. Finally, what makes this book such a pleasure to read are Jean’s anecdotes liberally sprinkled throughout the book discussing her successes as a collaborative leader. When you’re working in a large or distributed team, it might not be possible for everyone to get on a virtual call together at the same time. Asynchronous meetings, a new type of meeting, allow teams to add contributions to a collaborative meeting agenda during a designated period. Prezi is a sophisticated online presentation and analytics software solution for business teams. A good team facilitation software should be analytical and evaluative to help you measure and improve the effectiveness and impact of your facilitation.

📚 Facilitator’s Guide to Participatory Decision-Making

Effective time management is important for any team and as a manager, one of your key responsibilities will be keeping your team productive, on track and on time. By explaining the impetus and reason for making a change, you also allow your team to trust in the process and believe in what is being done. Trust is invaluable in an organization of any size and by being open and clearly explaining the reason behind business decisions, you can build a strong sense of unity among your team. Business management means being aware of every part of the organization and learning the skills, proficiencies, and details you need to be the most effective manager you can be. Take opportunities to learn more about your team by encouraging feedback and having meetings where open discussion is encouraged. Engage with peers and your community and be sure to learn from your customers too.

Here are some criteria to consider when choosing or evaluating a platform for your team facilitation needs. The Facilitator Masterclass is designed to fit the schedules of busy, full-time professionals who work directly with other people. Participants are usually relatively new to facilitation and/or want to sharpen their digital facilitation skills. Possible roles include team leads, project managers, juniors, educators, innovators, coaches and creatives. And so personally, I’m working on building this constant narration and threading of purpose into everything I’m doing as a regular part of my limited leadership and my facilitation.

Agile OKRs to Measure Improvement in Flow and Value Outcomes OKRs

A good team facilitation software should be easy to use for both the facilitator and the participants. It should have a simple and intuitive interface, clear instructions, and minimal technical glitches. It should also be compatible with different devices and browsers, and offer reliable and secure access.

Invision’s free plan is suitable for individuals and small teams and supports up to 3 active users working on up to 3 documents and unlimited freehands. We mentioned Google Drive combined with Google Docs earlier as a full-stack alternative for cloud storage and document management. Using Google Docs for collaborative note-taking in combination with a well-structured Drive and be a great way to simplify note-taking.

Know the purpose of what you are doing

Keep reading to learn more about Agile Team Facilitation and the role of the facilitator in promoting a culture of collaboration, communication, and continuous improvement within the team. Avoid the pitfalls of how trained project managers fail on the team building side of the role. A master facilitator is a person who has been certified by an organization or institution as having the necessary skills to lead facilitator training courses.

  • Digital facilitators might also be asked to run workshops, which involves a bit more organization and planning ahead of time as well.
  • Accomplish what’s meaningful to you each day with My Day, intelligent and personalized suggestions to update your daily to-do list.
  • Nachelle has also been a leadership and entrepreneurial coach for the past 9-years supporting teams and helping them to connect, communicate and achieve tangible results.
  • The Facilitator Certification Program consists of learning, practice, and coaching sessions.
  • The combination of agile management practices, competent facilitation and the CPF assessment process have kept each of us and our firms busy ever since.

Our facilitator tools help trainers and other professionals facilitate the leadership development process in individual, teams, and organizations. Having realistic expectations of a meeting or project means not overloading the agenda with items, giving your team all the tools they need to help make it a success and facilitating effectively. In the broader scope of change management, having realistic expectations means knowing the purpose, parameters, and means of creating that change and weighing that against your resources.

Facilitator Certification Program (LUMA)

What this means is that when you get people into a room to resolve a problem or attend a workshop, you want to create a space where they can discover solutions. Careful planning and designing of the structured time you will be spending with your team will improve the results of those endeavors. For facilitators, changing the norms means helping teams to improve the standard method of communicating, to get rid of bad habits and help make good practices the standard way of operating. This might mean challenging the way meetings are handled or the way important information is distributed. Someone in charge of managing change might help individual members of a team get up to speed with new roles, new systems or changes to company culture. Change management incorporates aspects of both people management and business management, though asks for a greater degree of focus in that any change will likely require a bespoke response.

Figma has a free plan that offers unlimited viewers, 2 editors and 3 projects and is great if you need to work together on visual assets as a part of a small team. For taking quick notes during a meeting, you can actually use SessionLab’s simple notes https://globalcloudteam.com/agile-team-facilitation-basic-rules/ feature. This is useful for keeping track of what changed during a live workshop, or leaving instructions for a co-facilitator. Microsoft OneNote has a similar set of features to Evernote but the approach in organizing your notes is different.

Public Speaking Training & Facilitator Certification (Udemy)

They can be great if you’re not already wedded to a video platform or prefer having all your tools in one spot. When it comes to running your workshop, stay on time with Time Tracker and adjust your agenda on the fly. You can collaborate in real-time, create a personal library of reusable assets and create quality printouts to share with your clients. For teams looking for someplace to track a ton of notes or plans in a document-style format, Notion should be your go-to!

team leader facilitation software

We particularly love Miro’s large collection of integrations and apps – there are so many ways to do something exciting for your virtual workshop with Miro. It also scales well with large numbers of participants and it’s easy to invite people to the board in the middle of a session. Miro includes a free version that offers up to 3 boards for your team. Keep a competitive edge by truly understanding the voice of your customers.

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