Facilitating in a Virtual World

Behavioural Skills

Course Duration: One day

Course Overview

This course is designed to help delegates prepare and deliver effective, interesting and memorable facilitation sessions, using a range of different techniques.  The training includes Jim Rough dynamic facilitation methodology that can be applied in both in face to face and virtual facilitation sessions.    It includes a particular focus on facilitating via online platforms such as MS Teams, Zoom, etc. but also provides delegates with the practical skills they need to facilitate any event.


Module 1 – An Introduction to Facilitation Skills
  • Introduction
  • Explore why facilitation skills are important to your organisation.
  • Discuss what being an effective facilitator achieves for you individual.
  • The key knowledge, skills, and behaviours of an excellent facilitator
  • Discuss the differences between training, presenting, and facilitating.
  • Explore the knowledge, skills, and behaviours of good facilitators.
  • Discuss the similarities and differences between face to face and online facilitation.
  • Consider your own skill gaps in this context and how you can develop these.
  • The barriers to effective facilitation and how to overcome them.
  • Identify the barriers to being an effective facilitator.
  • Learn techniques to overcome them.
Module 2 – Delivering an Effective Virtual Facilitation Session
  • Steps in preparation 
  • Identifying the purpose and objectives
  • The kinds of information and data that would be useful to know.
  • Consider your audience.
  • Important environmental considerations for online facilitation.
  • Pre-event consultations
  • Explore the structure of an event using dynamic facilitation methodology.
    • The Opening Stage
      • Introducing the Process
      • The art of “taking all sides”.
      • Getting everyone’s contributions.
      • Charting all contributions including problem statements, concerns, solutions and other information.
    • The Transition and Intermediate Stage
      • Welcoming Concerns and New Problem Statements
      • Working with Advocacy
      • Drawing Out Group Divergence and Convergence
      • Maintaining a safe interactive and productive environment
      • Trusting the group to own the process.
      • Looking for a breakthrough.
    • The closing Stage and Follow Up Activities.
      • Using outcome charts
      • Using bookmark charts
      • Agreeing actions / next steps and the importance of follow up.
Module 3 - The communication and technical skills required to be an excellent Facilitator of online event
  • Explore the communication skills of an effective facilitator.
  • The skills required to communicate effectively in the digital environment.
  • Building rapport in a digital environment.
  • Explore a variety of digital platforms that you use. 
  • Their uses, limitations, and work arounds.
  • Evaluate the actions you need to take to improve your facilitation skills.

Learning Outcomes

Who should attend


Course benefits

Pre-course work

Further courses to consider


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