Run Meetings & Workshops With Microsoft Teams And Whiteboard

Design,create and facilitate online sessions that provide a great experience & produce outcomes using Teams & Whiteboad

What you'll learn

Create outcome-focused robust sessions using the POISED® methodology, mitigating the reasons sessions fail to achieve outcomes & reducing facilitation stress

Ensuring your Purpose and Outcomes are clear and fit with the bigger picture the session is part of

Learn to Identify questions that, if answered, get the group to outcomes in the session

Ensure you have the correct stakeholders and attendees to get outcomes in your session and post-session

How exercises help you, how they work "under the bonnet". Enabling you to select the most suitable activities for your session

Understand how to use a range of joint exercises for problem identification, problem-solving, solution creation and innovation

How and when to use the collaborative features in the whiteboard, including the latest features like "Follow me", Timers, Collaborative cursors

The facilitation skills to practice in the session to provide an engaging experience and more importantly, lead everyone to productive outcomes

Understand the steps you need to take to ensure momentum in and post-session for any actions, ensuring progress for you and your organisation

How to leverage feedback to enhance your session creation and facilitation using short surveys etc

Understand tips and tricks that will prevent your session from going off track and enable a better attendee experience

Requirements

Access to Microsoft Teams - (Currently free if you dont have access with your organisation)

Basic Powerpoint skills to create assets you will use to guide attendees

Basic Excel skills to enter information into a session planner which will be provided

No previous experience in session planning or facilitation skills required!

Description

This course addresses the reasons workshops and meetings fail to produce outcomes by providing a fail-safe methodology designed for those within organisations to ensure that workshops and meetings are both collaborative and productive.Part 1) Design and prepare for your sessionWe understand how to optimise your PC Setup You will work step by step through designing each session with POISED®, the six-step methodology that encompassesPurpose: we cover making sure the session is relevant to your client, organisation or partnersOutcomes: we will learn to define realistic and measurable outcomes for the session that achieve buy-in from participants and deliver business valueIdentify Questions: we will identify questions that if collectively answered by attendees, will deliver those outcomesStakeholders: we select attendees by their ability to answer questions or their power and interest to drive outcomesExercises: we leverage collaborative exercises that give everyone a voice and answer the questions in the most expedient and collaborative wayDetailed plan: we document a detailed logical plan for the session to ensure the session is robust and also to reduce the stress of facilitating on the dayPart 2) Leverage Microsoft Teams and Whiteboard Once your session is prepared, we will explore and understand how to leverage the array of collaborative features of Microsoft Teams and Whiteboard, including Setting up a Team meeting and tuning the meeting optionsSetting up a Whiteboard ahead of the sessionSharing content Presenting yourself professionallyRecording the sessionLive note taking with automated sharingOptimising sound and videoRaise hands feature and identifying noiseCollaborative cursors and  "Follow me" to track and ensure engagementLeveraging built in templated or importing your ownSharing video in a whiteboardUsing Pens and perfect shapes to make the facilitation more professionalPart 3) Facilitate the session to provide a great attendee experience and ensure you achieve tangible outcomes by the end of the sessionWe will understand the specific skills to develop to facilitate a great session, covering aspects such asGreeting people effectively, building rapport, opening effectively, managing time, supporting people, maintaining energy, maintaining impartiality, providing clear instructions, dealing with difficult behaviour, leveraging conflict to get even better outcomes, priming attendees for progress post-session, closing the session effectively You will be able to run collaborative sessions that are focused, flow well, and provide an all-round great experience!Part 4) Post-session activityWe will go through the steps required to ensure momentum is not lost by yourself or other attendees on any post-session activities and how you can learn from each session in order to enhance your skills as a facilitator.

Overview

Section 1: Introduction to the course and outcomes

Lecture 1 Introduction and outcomes from course

Section 2: Module 1 - Key concepts, introducing POISED® and your online "toolkit"

Lecture 2 Key concepts - Introduction to POISED® methodology and online toolkit

Section 3: Module 2 - Prepare for your session, enable better outcomes and reduce stress

Lecture 3 Defining the Purpose for your session

Lecture 4 Defining tangible outcomes from the session

Lecture 5 Identify Questions to be collectively answered

Lecture 6 Ensuring correct stakeholders and attendees are engaged

Lecture 7 Why we should use exercises

Lecture 8 Understanding the foundations that make up exercises

Lecture 9 Exercises to gain and share knowledge

Lecture 10 Exercises to analyse issues

Lecture 11 Exercises to generate new ideas

Lecture 12 Exercises to make democratic decisions

Lecture 13 Exercises - powerful methods to select the best ideas

Lecture 14 Exercises to check for concensus and agreement

Lecture 15 Exercises to define ideas and actions in more detail

Lecture 16 Exercises for introductions and icebreakers

Lecture 17 Feedback exercises to improve your facilitation skills

Lecture 18 How to create a feedback survey

Lecture 19 Consider using pre/post session exercises & walk through the exercises to test

Lecture 20 Create a detailed plan for your session

Lecture 21 Create the invitation and workshops assets to guide attendees

Lecture 22 Example of workshop assets and summary of Detailed plan phase or preparation

Section 4: Module 3 - Leverage the collaborative functions in teams and whiteboard

Lecture 23 Introduction

Lecture 24 Setting up a Team call and exploring meeting options to improve experience

Lecture 25 Setting up a whiteboard which is sharable ahead of the session for prework etc

Lecture 26 How to present yourself profesionally, create and use a custom background

Lecture 27 Adjusting audio and video settings of your system for optimal quality

Lecture 28 How to share content in a session or enable someone else to share

Lecture 29 Using the raise hand feature and how to identify and handle intrusive noise

Lecture 30 Recording a session and considerations, taking notes and the attendance report

Lecture 31 Deploy sticky notes, text overlay, two voting methods and importing images

Lecture 32 Using and adapting standard whiteboard templates and importing your own

Lecture 33 Insert links e.g surveys, Using Pens and smart shapes, Insert and use videos

Lecture 34 Using "follow me" and collaborative cursors to stay in sync and track engagement

Section 5: Module 4 - Facilitate a session that provides a great experience and outcomes

Lecture 35 Greeting people who arrive early, opening effectively and managing time

Lecture 36 How to building rapport, support attendees thoughout and maintain energy

Lecture 37 Maintaining impartiality & providing clear instructions on tasks

Lecture 38 Dealing with difficult behaviours and leverage conflict to improve outcomes

Lecture 39 Taking notes, priming and supporting people with actions and effective close

Section 6: Module 5 - Action to take post your session

Lecture 40 The steps to take post session activity as a facilitator to maintain momemtum

Section 7: Module 6 - Conclusion and takeaway pack

Lecture 41 Overall course summary and take away pack

This is designed to take a novice who has never facilitated a session or used MS Teams or Whiteboard on a journey to produce outcomes and develop higher-than-average facilitation skills