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E i d Eff ti
E i d Eff ti
Engaging and Effective 
Engaging and Effective 
Virtual Instructor
Virtual Instructor‐
‐led 
led 
Training
Training
Jennifer Tomarchio, CPLP
National Advisor for Chapters Sunshine Area
@JenTomarchio
1
@JenTomarchio
Icebreaker Treasure Hunt
• A – L: Type something unique about yourself in the chat
yp g q y
• M – Z: Find someone with a similar interest and type it 
on the whiteboard like this:
Jessica and Richard ride motorcycles
A – L: Type something unique about yourself in the chat
M – Z: Find someone with similar interest and type it on the whiteboard
Page 3
Introductions
Jennifer Tomarchio, CPLP
Synchronous Learning Expert
Page 4
What’s In It For YOU?
What s In It For YOU?
• Overcome the challenges of
• Overcome the challenges of 
virtual facilitation.
• Apply techniques to increase
• Apply techniques to increase 
virtual facilitation effectiveness.
Ad f f i i i
• Adapt face to face activities to 
the virtual facilitator‐led 
i
environment. 
• Adopt best practices to reduce 
technology risks.
Page 5
What Is Your Experience?
p
A I have attended VILT but not
A. I have attended VILT, but not
facilitated
B I have facilitated webinars / VILT but
B. I have facilitated webinars / VILT, but
still a novice
C I VILT !
C. I am a VILT pro!
Page 6
What are the Challenges of Virtual
F ilit ti ?
Facilitation?
• Use the Chat box to type your
• Use the Chat box to type your 
answers
Which Dot is in the Center?
Which Dot is in the Center?
Eliminate all distractions so you can see things (learn) more clearly!
Eliminate all distractions so you can see things (learn) more clearly!
Ground Rules 
MUTE your phone when not 
speaking
Participate and prepare to be 
called on by name 
Close email and clear other 
distractions from your desk
Speak up, use the chat or 
“Raise hand” when you have 
distractions from your desk
a question or comment
U t ti
Let us know if you step away
Use annotations
appropriately when 
instructed to do so
Common Errors
1
1
Lecturing
Lecturing
Common Errors
2
2
Not allowing participants to chat
Not allowing participants to chat
Common Errors 3
Ground Rules:
3
• Use MUTE to block background noise as appropriate.
• Participate and prepare to be called on by name. 
• Silence/close Outlook, phones, Communicator, etc. and 
clear other distractions away from your desk. 
k h & l db k d
Designing boring, bullet point slides without graphics
Designing boring, bullet point slides without graphics
• Speak up or use the Q & A panel or Feedback indicator 
when you have an immediate question or comment.
If h t t l t f ilit t k ith th
es g g bo g, bu et po t s des t out g ap cs
es g g bo g, bu et po t s des t out g ap cs
• If you have to step away, let facilitator know with the 
Feedback indicator. 
• Use annotations appropriately when instructed to do
• Use annotations appropriately when instructed to do 
so.
Virtual Facilitation Techniques
q
• How often should you provide participant interaction 
y p p p
opportunities?
Virtual Facilitation Techniques
Virtual Facilitation Techniques
1 Provide participant
1. Provide participant 
interaction 
opportunities every
opportunities every 
3 minutes 
Thiagi Jolt
g
• Listen to the directions and follow
• Listen to the directions and follow 
precisely
Page 16
Thiagi Jolt
g
Page 17
Thiagi Jolt
g
Page 18
Thiagi Jolt
g
Page 19
What Did You Learn?
• Visuals trump all other senses
• Visuals trump all other senses
Page 20
Virtual Facilitation Techniques
Virtual Facilitation Techniques
2. Mix it up! Use the 
p
tools in different 
ways.
y
Virtual Facilitation Techniques
Virtual Facilitation Techniques
3. Create 
opportunities for 
participants to 
p p
exchange ideas and 
opinions using 
p g
whiteboards, 
breakout rooms, 
,
and voice. 
Virtual Facilitation Techniques
Virtual Facilitation Techniques
4 D i l i i i h l
4. Design learning experiences with real 
issues and problems.
Poll
What was the average number of learning
What was the average number of learning 
hours used per employee in 2011?
A 26
A. 26
B. 31
C. 45
D. 50
Page 24
Virtual Facilitation Techniques
Virtual Facilitation Techniques
5. Ask for participant feedback regularly.
p p g y
Face to Face Virtual
Projector Desktop sharing, web tours
i d d i l
Whiteboard
Keeping an eye on your 
Annotation and drawing tools
Feedback/hand‐up indicators, chat, 
p g y y
audience
Attendee feedback,
question manager 
Audio: phone / VOIP
Attendee feedback, 
discussion, questions
“Show of Hands” from
p
Written: Q & A, chat
Hand up indicator polls
Show of Hands  from 
audience
T i t ib ti
Hand‐up indicator, polls
Chat, Q &A, shared whiteboard,
Page 26
Trainee contribution, 
collaboration
Chat, Q &A, shared whiteboard, 
shared desktops, shared screen 
controls
Fun Review (Fad‐lib)
Fun Review (Fad lib)
1. Avoid                                   .
Verb (ending in “ing”)
2. Don’t use                    PowerPoint slides without graphics.
Verb (ending in  ing )
adjective
3. Create opportunities for participants to exchange                 
Noun (plural)
and opinions using                  ,               , breakout rooms, and 
voice. 
Noun (plural) Noun (plural)
4. Ask for participant feedback                            .
adverb
Fun Review
Fun Review
1 Avoid lecturing
1. Avoid lecturing.
2. Don’t use boring PowerPoint slides without graphics.
3. Create opportunities for participants to exchange ideas and 
opinions using whiteboards, polls, breakout rooms, and voice. 
4. Ask for participant feedback often.
Technology Tips 
• Always schedule a dry run
• Upload presentations, polls, and other materials ahead 
of time
• Arrive 30 minutes prior to your session
• Use a “producer” to handle
• Ask participants to join 15 minutes early
Use a  producer  to handle 
technical issues / field questions
• Practice breakout rooms with real
Practice breakout rooms with real 
people
• Have a back up plan (no Internet, 
Live Meeting not working, etc.)
Questions / Other Ideas
Questions / Other Ideas
Page 30
Jennifer Tomarchio, CPLP
Jennifer Tomarchio, CPLP
jennifer.tomarchio@firstdata.com
Mobile: 954‐461‐5724
@JenTomarchio
Thank You!
Thank You!

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