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Virtual Meetings

7 Tips to Improve Your Team Facilitation Skills

Effective team facilitation skills are essential for driving collaboration, productivity, and innovation within organizations. Mastering facilitation skills, particularly in today’s dynamic and interconnected business landscape, is crucial. The ability to guide groups toward common goals, foster an inclusive and supportive environment, and implement team leader facilitation strategies sets a strong foundation. A team facilitator possesses a unique set of competencies that enable them to orchestrate successful meetings, navigate conflicts, and encourage participation—all while harnessing the collective intelligence of diverse team members. Basic facilitation skills, often underrated, form the backbone of these competencies, making facilitating an indispensable skill in your leadership toolbox!

This article delves deep into the nuances of team facilitation, emphasizing the importance of these basic and advanced skills, and provides actionable insights to bolster the facilitation prowess and attributes of a competent group facilitator. Whether you’re a seasoned facilitator looking to refine your approach or an aspiring one aiming to lay a strong foundation, understanding and sharpening group facilitation techniques will empower you to lead teams to greater heights.

As we reveal 7 essential facilitation tips and tricks, remember this truth: a dedicated facilitator can steer the team through any communication challenge, be it in low-stakes or high-stakes scenarios, as long as there’s a willingness to work collaboratively.

Facilitation skills start with careful planning

What is a synonym for facilitation?

Enablement, much like facilitation, encompasses the act of empowering and supporting individuals or groups to achieve their goals. It involves providing the necessary tools, resources, and guidance to enable others to accomplish tasks or overcome challenges.

Just as a facilitator helps to remove obstacles and streamline processes, an enabler creates an environment that encourages growth, development, and success. Through enablement, individuals are equipped with the means to maximize their potential and take ownership of their actions.

It emphasizes empowering others to become self-sufficient, fostering independence and self-confidence. Ultimately, enablement is about empowering individuals or groups to realize their full potential and achieve desired outcomes.

The reasons facilitation skills are needed

Facilitation skills play a critical role in creating a productive discussion and engaging group dynamics. A facilitator possesses active listening skills, enabling them to truly understand and empathize with the perspectives and needs of group members.

By actively listening, facilitators can create an inclusive environment where everyone feels heard and valued, leading to more effective communication and collaboration. Additionally, a skilled facilitator understands the importance of encouraging participation from all group members.

They create space for individuals to contribute their own ideas and insights, fostering a sense of ownership and engagement in group work among the participants. This active participation not only enhances the quality of discussions but also increases the likelihood of reaching a successful outcome.

post-it note with 'facilitation skills' written on it.

Remote facilitation skills

Facilitation skills are not limited to in-person interactions. With the rise of remote work and virtual meetings, facilitators must also be proficient in virtual facilitation techniques.

Virtual facilitators should learn to adapt their skills to create an inclusive and interactive environment in virtual settings, leveraging technology tools effectively and encouraging active participation from all participants.

female in front of a computer leading a virtual meeting

The facilitation process

The facilitation process itself is a core element of effective facilitation skills. A skilled facilitator plans and guides the meeting process, ensuring that it stays focused and on track toward the desired outcomes.

They establish clear objectives, create an agenda, and set ground rules to provide structure and direction for group discussions. Throughout the meeting, the facilitator actively manages the group dynamics, facilitating productive discussions and helping to resolve conflicts or disagreements that may arise.

They also pay attention to body language and non-verbal cues, allowing them to gauge the level of engagement and understanding within the group.

leaders need facilitation skills

Optimizing team performance with facilitation skills

Team facilitation plays a crucial role in optimizing a team’s performance and achieving desired outcomes. Facilitators with significant facilitation experience are equipped with a repertoire of different techniques to effectively guide and support teams.

Facilitators understand the importance of being directly involved in the facilitation process, actively engaging with team members and fostering an environment of open communication. When as leadership team member, you have good communication skills you are ahead of most managers. These skills are essential for facilitators, as they need to ensure that information flows smoothly and that everyone has a voice.

How do you plan a good facilitation process?

Planning an effective facilitation process requires careful consideration and attention to various crucial elements. A skilled facilitator not only aims to achieve desired outcomes but also focuses on fostering a positive and engaging experience for all participants.

To ensure successful meetings or planning sessions, facilitators should prioritize the following key points during the planning phase.

Steps for facilitation planning

First and foremost, it is essential for the facilitator to meticulously plan each aspect of the process beforehand. This includes defining clear objectives, determining the appropriate structure and format for the session, and identifying the necessary resources and materials. How much preparation effort is needed depends on your experience and the team.

By laying out a well-organized framework, the facilitator sets the stage for a smooth and productive session. Additionally, considering the participants’ needs and expectations is crucial.

A facilitator should take into account the diverse perspectives and ensure that the session caters to the specific requirements and interests of the individuals involved. This involves tailoring the agenda, activities, and discussions to create a meaningful and inclusive environment where everyone feels valued and engaged.

Anticipating potential challenges or conflicts and having contingency plans in place are vital for a successful facilitation process. A skilled facilitator will proactively identify possible obstacles and prepare strategies to address them effectively, such as implementing conflict resolution techniques or adapting the agenda as needed.

Ultimately, through thorough planning and thoughtful consideration of various factors, facilitators can create an environment conducive to collaboration, open dialogue, and successful outcomes.

team huddle during a facilitation session

Facilitating a team meeting or planning session

Facilitating a planning meeting requires careful consideration and preparation as well as business planning success. As a facilitator, it is essential to ask yourself, “What is my best option for this meeting?” This question prompts you to assess the meeting’s objectives, desired outcomes, and the needs of the participants.

By understanding these factors, you can determine the most effective approach for the meeting, whether it involves brainstorming, decision-making, problem-solving, or strategic planning. Your best option may involve creating an agenda that outlines key discussion points, allocating sufficient time for each agenda item, and using appropriate facilitation techniques to encourage active participation and collaboration. By considering the best option for the meeting, you can set the stage for a successful planning session that yields meaningful results and moves the team closer to their goals.

Start the meeting on time

As a facilitator, starting a meeting on time holds significant importance. It sets the tone for the entire session and demonstrates respect for everyone’s time and commitment. When a meeting begins promptly, it sends a message that the facilitator values efficiency and professionalism. It allows participants to feel confident that their time will be well-utilized, increasing their engagement and focus.

Moreover, starting on time shows that the facilitator is organized and prepared, creating a positive impression and establishing credibility. By prioritizing punctuality, a facilitator sets the stage for a productive meeting, fosters a sense of discipline among participants, and maximizes the opportunity to achieve the meeting’s objectives effectively.

team starting a meeting on time

Review the agenda, objectives, and ground rules for the meeting

Reviewing the agenda, objectives, and ground rules for a meeting is a critical step in effective facilitation.

As a facilitator, it is important to check-in with the other group members to ensure consensus on the meeting agenda. This allows for transparency and inclusion, as each participant’s input and expectations are considered. By seeking feedback and incorporating it into the agenda, the facilitator ensures that the meeting aligns with the desired outcomes and addresses the specific needs of the group.

In addition to reviewing the agenda, it is essential to establish clear ground rules. Ground rules provide a framework for the meeting, outlining behavioral expectations and promoting a respectful and productive environment. These rules may include guidelines for active listening, respecting others’ perspectives, maintaining confidentiality, and adhering to time limits. Setting out ground rules at the beginning of the meeting helps manage expectations, encourages participation, and minimizes disruptions or conflicts.

By reviewing the agenda, objectives, and establishing ground rules, the facilitator sets the stage for a focused and successful meeting. This process ensures that all participants are aligned and engaged, enabling them to work collaboratively towards the desired outcomes. It demonstrates the facilitator’s commitment to creating a structured and respectful environment that maximizes productivity and fosters effective communication among team members.

How do facilitators ask questions?

How do facilitators ask questions to enhance the problem-solving process and stimulate critical thinking? Facilitators adopt a question-based approach, prioritizing inquiry over providing immediate solutions.

By asking questions, facilitators encourage active engagement and participation from team members, fostering a collaborative and inclusive problem-solving environment. This questioning method serves multiple purposes, such as breaking down complex problems into manageable pieces, gathering diverse input from the team, and evaluating issues from various angles. Sociological questions, in particular, can be valuable tools for facilitators, as they delve into the social dynamics, perspectives, and relationships that impact the problem at hand.

Facilitators strategically employ different types of questions to drive discussions and prompt deeper exploration. Open-ended questions encourage expansive thinking and elicit detailed responses, enabling participants to articulate their thoughts and ideas more comprehensively. Probing questions help facilitators delve deeper into a specific topic or issue, seeking clarity and encouraging critical analysis.

Reflective questions invite individuals to evaluate their own assumptions, biases, and perspectives, fostering self-awareness and promoting a more comprehensive understanding of the problem. By skillfully asking questions, facilitators empower teams to approach problems from multiple angles, consider diverse viewpoints, and collaboratively arrive at innovative and well-informed solutions.

A guide to facilitation skills and why they are essential for navigating complex business problems

Successful meetings require objective, organized direction and the guidance of an impartial leader or facilitator. Facilitation skills are a vital component of effective meetings because they help team members gain insight into their issue or topic.

Managing a team with good facilitator skills will improve their ability to deal with complex problems. Facilitators are experts in leading group meetings and gathering sessions. Oftentimes participants are facilitators who have attended workshops or design sprints based on the design process.

an ear that is active listening which is a key facilitation skill

Active listening

Active listening helps understand how someone has spoken or why he or she offered the information. This starts with eye contact or open-minded gestures showing an interest in the contribution. A facilitator takes into account nonverbal clues like body language or tone.

Developing and maintaining a listening strategy requires a judgment of contributions as part of this process. Once the message is shared with professional facilitators, he can return the message to a speaker who hears the message and receives confirmation of a complete understanding.

Inspiring success with facilitation skills

In facilitating people a person helps others solve problems by encouraging participation and inspiring others in order to achieve a particular outcome they will.

Facilitators remain neutral when discussing how the groups progress toward their final goal. Once an end result has been obtained, facilitators do what they are supposed to do in their duties.

enthusiastic female at work, inspiring other workers

7 team facilitation skills needed by agile team facilitators

Teams don’t develop synergy overnight. Building synergy takes time and effective facilitation.

Team Facilitation starts with developing the right mindset and meeting preparation process. It’s informed by the things you believe as a facilitator, such as believing the group has the collective wisdom to solve the challenge at hand. Being aware of your bias means understanding how you can intentionally or unintentionally influence the group process.

No matter the kind of meeting you walk into, your most important job here is to help quiet people in the group get over the hurdles of face-to-face communication. Here are seven tips to keep in mind the next time you step up to facilitate meetings with a team.

1. Honor the Wisdom of the Group

Good Facilitators believe their group has the wisdom and knowledge to design successful solutions and that people will support what they help to create.

Great Facilitators, however, know how to pull this wisdom and knowledge out of their team members, so that these solutions can become a reality.

As a Facilitator, it’s not up to you to go in and fix problems. Your job is to ensure that the entire group becomes engaged early in the planning process, and then stays engaged, managing conflicts before they impede the group’s progress. Design the format of your meetings to promote discussion and participation from everyone, beginning on day one.

2. Encourage Trust in the Capacity and Experience of Others

When a team of experts gathers in a room group work together, our natural tendency is to make sure our knowledge is known and our opinion is heard – sometimes at the cost of not listening to others. Your role as a Facilitator is to create an environment that encourages team members to not only talk, but to listen to new ideas and be open to adapting them based on the experience of the entire group. While you might honor the wisdom of the group, don’t assume that your team holds this same belief – help them move in that direction!

3. Maintain Neutrality

As a Facilitator, your role is to own the process, while remaining neutral regarding the content. Don’t try to influence the outcome of the team by providing your opinion, voting on a decision or judging a statement. Simply maintain an objective perspective and comment neutrally without labeling people or offering criticism or critique.

If your gut is telling you that the group may be making a mistake, then turn it back to them by asking the team what they think. When you interject your opinion or influence the discussion’s outcome, the group loses connection with the solution and may view the end-product as yours, not theirs.

For an Agile Team Facilitator, this is often one of the hardest skills to control, especially when the same facilitator role is also a peer member of the expert team. If there is content or opinion that you need to provide to the team, then clearly tell them that you’re stepping out of the role of Facilitator and into that of Participant. Move away from the front of the room, deliver your message, and then step back into the role of Facilitator. When you moderate the meeting in this manner, the team won’t become confused about your role or purpose.

4. Practice Self-assessment and Self-Awareness

Having self-awareness about your strengths and weaknesses as a facilitator is an important skill that you can master. Teams can be your best “mirrors,” as they’re often more than willing to give you feedback – both good and bad. Don’t take this feedback personally; instead, use it to improve your approach to facilitation.

In addition, there are many self-assessment tools available to you, such as Kantor Behavioral Profile, Myers Briggs and DiSC, which can provide invaluable feedback regarding your preferences and approaches to problem-solving. Before you step in front of a whole group of people, make sure that you understand yourself, first and foremost, and then use this knowledge to create a dynamic that maximizes your effectiveness as Facilitator.

Remember, the facilitation skill is not a static skill. Great facilitators are continuously learning and adapting methods to improve success.

5. Maintain an Objective, Non-Defensive, Non-Judgmental Stance

Successful facilitation requires active listening to what your team has to say in order to help you steer the process toward success. Losing objectivity during a meeting, or becoming defensive or judgmental during a discussion, can hinder your ability to “hear” what your team is saying. Remember, this is not about you – it’s about what the group needs to move forward toward a solution. Be aware of your personal “hot buttons” and design ways to manage them.

6. Act with Integrity

This isn’t a situation in which you can fake it until you make it. Be clear with the group about your role as Facilitator and establish clear boundaries early on in group discussions. If you think something is too challenging for the group, find a way to say so with integrity. However, if you see a potential conflict of interest, or you’re going into a meeting where you have clear opinions about the target topic, then ask another Facilitator to facilitate so you can participate in the discussion.

7. Trust the Process

Do your homework in preparation for the meeting. Understand the desired objectives for the meeting and design your facilitation process to accomplish these objectives. Once you’re in the meeting, trust in the process! A group can easily get distracted by details, which can make small meetings feel like a waste of time or like things are taking too long. Keep your eye on the goal and trust the meeting process as it unfolds.

any meeting is an opportunity to show off facilitation skills

Seeking opportunities to facilitate

Using facilitating techniques will improve the quality of learning you can do. Training in how to train people is essential to becoming an effective facilitator and entrepreneur.

If two people are required to work together on the same task, they can practice their facilitation skills as long as they prepare, listen and encourage people and each other throughout their job.

5 Key facilitation skills in the workplace

Although it is possible to practice some effective facilitation skills, here are ways to make them more effective, especially in the workplace.

1 Active listening skills: listen to every member of your team

The ability to listen to the voices of the audience is also a social skill. Take care to listen to your colleague’s voice and keep an active listener to everybody in your thoughts. Actively hearing the members of your team is an extremely respectful way of showing respect and giving them a sense of being heard. The practice of these active listening skills may lead others to select you for the next group project.

note that says 'be an active listener'

2 Encourage participation by everyone

Encouraging participation by everyone is a key facilitation skill that greatly enhances collaboration and creativity in the workplace. A skilled facilitator understands the importance of creating an inclusive environment where every team member feels comfortable and empowered to contribute their ideas and perspectives. By employing various techniques such as active listening, open-ended questioning, and creating space for equal participation, the expert facilitator ensures that everyone’s voice is heard and valued. This not only fosters a sense of ownership and engagement among team members but also leverages the diverse talents and expertise within the group.

Encouraging participation also promotes a culture of trust and respect, where individuals feel supported in sharing their thoughts and opinions, ultimately leading to more innovative and effective solutions. Moreover, a skilled facilitator adeptly manages any dominant voices or silence, ensuring a balanced and inclusive discussion that benefits from the collective intelligence of the entire team.

3 Think about progress frequently

Developing strong facilitative skills will help you in making better and quicker decisions in your life and workplace. Projects will be completed quicker or may be identified to need additional facilitation. Just thinking like a facilitator will help you make progress faster.

4 Manage your time effectively during every task

Time management is crucial for facilitations. In other words, if your boss gives you a job that should be completed before noon, divide your job into pieces and give your boss the required time to complete them in an efficient way each day. The more efficient your time management is, the more you can save the lives of a whole team.

5 Practice empathy toward others

Empathy has become a social skill that allows for compassion and understanding of people’s experiences. Using empathy is a key element for continuing a failed project. In some cases, team members who have been working on projects are unsure unless their work can help them understand their work. Show the staff you understand how they feel and help them progress as they progress.

facilitators are leaders

What can facilitation skills do for your career?

Developing facilitation skills can have a profound impact on one’s career. These skills enable individuals to effectively lead meetings, manage group dynamics, and facilitate productive discussions.

By honing facilitation skills, professionals can enhance their ability to communicate, collaborate, and influence others. Facilitation skills can boost career growth by enabling individuals to take on leadership roles, lead successful projects, and drive positive change within their organizations.

These skills can increase their value as team members and problem-solvers, making them sought-after assets in various industries and sectors.

Overall, facilitation skills can significantly contribute to career success by empowering individuals to foster collaboration, achieve desired outcomes, and create a positive impact in their professional endeavors.

facilitation skills are great for your career

How to highlight facilitation skills

Throughout the job search process, your facilitating skills and abilities become evident, showcasing your unique value as a facilitator. By demonstrating your diverse skills and abilities during the job search, you exemplify your proficiency in fostering effective communication, driving collaboration, and navigating complex group dynamics. Obtaining certification as a facilitator further sets you apart from other candidates who may lack this recognized credential.

Being a certified facilitator not only demonstrates your commitment to professional development but also validates your expertise in facilitating successful outcomes. Employers recognize the value of a certified facilitator, as it signifies your ability to lead, mediate, and create a productive work environment. By highlighting your facilitating skills and certification, you increase your chances of standing out and securing opportunities that align with your facilitation expertise.

two people in a preplanning meeting

Facilitation skills for your resume

When crafting your resume, it’s essential to showcase your facilitation abilities as they can greatly enhance your professional profile. Consider including these skills in the dedicated skill section of your resume. One such skill is the ability to effectively manage your own schedule and workload, demonstrating your organizational prowess and self-motivation. Additionally, you can emphasize other relevant abilities, such as encouragement and flexibility, to describe your past work experiences.

These qualities exemplify your aptitude for creating a positive and adaptable work environment, fostering collaboration, and inspiring others to reach their full potential. By showcasing your facilitation skills on your resume, you highlight your ability to lead, communicate, and drive successful outcomes, making you a valuable asset in any professional setting.

What does having strong facilitation skills mean for a leader?

Having strong facilitation skills as a leader is immensely beneficial for effective team management, collaboration, and achieving organizational goals. Here are some key aspects of what it means for a leader to possess facilitation skills:

  1. Effective Communication
  2. Collaborative Decision-Making
  3. Conflict Resolution
  4. Empowering and Engaging the Team
  5. Building Trust and Alignment

Possessing strong facilitation skills as a leader enhances communication, decision-making, conflict resolution, team engagement, and overall team performance. By effectively facilitating interactions and processes, leaders can create a positive and collaborative work environment, driving success and achieving organizational objectives.

facilitator in communication with virtual team

Facilitators handle conflict

Handling conflict is a core element of facilitation, requiring specific skills and techniques to navigate challenging situations. A great facilitator possesses the necessary skills needed to handle conflict effectively, such as active listening, empathy, and the ability to remain impartial.

They create a safe and supportive environment where team members feel comfortable expressing their concerns and engaging in open dialogue. As a sounding board, the facilitator encourages people to share their perspectives and actively listens to understand the underlying issues contributing to the conflict.

By fostering an atmosphere of trust and respect, a great facilitator helps the team work through conflicts constructively, seeking common ground and facilitating resolution.

Facilitation skills and team-building activities

Team building activities are an integral part of effective facilitation, as they help foster collaboration, trust, and cohesion within a group.

A skilled facilitator understands the importance of designing and facilitating team-building activities that are engaging, purposeful, and tailored to the specific needs and dynamics of the team.

These activities can range from icebreakers and energizers to problem-solving exercises and experiential learning challenges. By carefully selecting and facilitating team-building activities, the facilitator creates opportunities for team members to interact, communicate, and build relationships in a non-work setting.

This allows individuals to better understand each other’s strengths, improve communication, and develop a sense of camaraderie.

Through skillful facilitation of team building activities, the facilitator creates an environment where team members feel motivated, connected, and inspired to work together towards shared goals, ultimately enhancing the team’s overall performance and effectiveness.

Facilitators are critical thinkers

The best facilitators possess a set of following skills that contribute to their effectiveness.

They have the ability to manage time effectively, ensuring that discussions stay on track and that adequate time is allocated to each agenda item. Additionally, they recognize the importance of creating an inclusive environment where everyone’s contributions are valued and encouraged.

They ask key questions that stimulate critical thinking and help the team delve deeper into the subject matter. By creating a balanced dynamic, facilitators prevent any single person from dominating the discussion and ensure that all team members have an opportunity to participate.

team meeting in progress

Facilitation is a balancing act

An important aspect of team facilitation is striking a balance between allowing free-flowing discussions and maintaining focus and productivity.

While it is crucial to encourage open dialogue and diverse perspectives, facilitators must also guide the team toward achieving the desired outcomes.

This involves skillfully managing the discussion, redirecting conversations when necessary, and ensuring that the team stays aligned with its goals.

Effective facilitators recognize that both engagement and efficiency are equally important and employ techniques to strike this balance throughout the facilitation process.

Continuous learning and improvement of facilitation skills

Continuous learning and improvement are essential for facilitators to excel in their role. Experienced facilitators actively seek feedback and reflect on their performance to refine their facilitation skills.

They stay updated on the latest facilitation techniques and approaches, attending training sessions and seeking opportunities to facilitate different types of meetings or group activities.

By continuously honing their facilitation skills, facilitators can effectively guide groups toward successful outcomes and create a positive and productive working environment.

Agilist and facilitator in one - an Agile Coach

Agile practices and effective facilitation skills

At their core, Agile practices are about effective collaboration and communication (that is, individuals and interactions). Effective facilitation is one of the most important skills that an Agile Coach or Scrum Master can bring to the leadership of an Agile Team.

How, specifically, are you helping your team to achieve its desired goals? What’s something that you’re already doing well that you can amplify? How might you be getting in the team’s way?  

3 Things Needed to Lead Successful Virtual Meetings for a Hybrid Team

It’s Nearly 2023. Is Your Team Hybrid?

At the start of the pandemic in March 2020, most in-person teams went remote, forced to go this route due to worldwide quarantine orders. In the USA that meant that nearly all of our workforce stayed home, and learned to navigate working remotely.

It’s safe to say that by 2021, most of us figured out how to lead virtual meetings for fully remote teams. Now that we are headed into 2023, what does your team look like?

  • There are companies who are requiring employees to return to the office. 
  • Others have fully embraced all things remote and don’t want anyone back in the office. 
  • Then there are those who have found a balance; creating a hybrid workspace that  allows employees to divide their time between working in the office and working from home.

Team Meetings for Hybrid Teams

What do team meetings for hybrid teams look like.

It can be messy! 

While virtual meetings for hybrid teams by design take place… well, virtually, it doesn’t mean that everyone likes these types of meetings or gets the most out of them. 

Those in the office might be resentful of having to sit in front of a computer and join a Zoom video call. At the same time, those working remotely can suffer from FOMO (Fear of Missing Out) of what’s going on in the office – and even feel excluded or isolated.

The 3 Things Needed to Lead Successful Virtual Meetings for a Hybrid Team

If you are the facilitator and in charge of a hybrid team, here are 3 ways to move forward! Remember, that we’ve all had to figure this out and it might take some time to get it right. The more you practice and the sooner you get familiar with these types of meetings, the smoother these meetings will run.

1 Determine the purpose of the meeting.

Ask yourself these questions AND take the time to answer them honestly.

  • Why are you meeting? 
  • What’s the desired outcome? 
  • What will be accomplished at the end? 

2 Decide if it’s a meeting or an email.

Many of the meetings that occur today are one way monologues where people show up to receive a download of information. If your purpose is to ‘understand’ or ‘be aware of’ then write an email, or record a video that people can watch . There is no need to gather everyone to listen to one or two people in a one-way conversation. 

If your meeting is about buy-in, new ideas, decision-making, collaboration, co-creation, and gathering input on a decision then have a meeting, and have a facilitator. 

3 Design the meeting to match the desired outcomes.

People will support what they help to create. If you truly want participation then create a meeting design that supports hearing all voices. 

This is what that looks like:

  • Create a question based agenda
  • Send it out ahead of time

These 3 ways help you get your team to a meeting. Now, to get them engaged and active, read these next 7 tips to increase engagement.  

7 Ways to Increase Engagement During a Virtual Meeting for a Hybrid Team

The following tips can be shared with your team and become standard practice for every Zoom video team call. 

Expectation should be set that from no matter where you join, from the office or remote, these standards are firm.

  1. Ensure high-quality video resolution 
  2. Hide your self-view
  3. Ask people to refrain from using gifs or really detailed graphics in their background 
  4. Look at the camera
  5. Check-In with everyone who joins the call
  6. Invite people to a virtual collaboration tool like Mural or Miro and ask them to participate 
  7. Agree to unmute

Virtual Meeting Resources for Facilitators 

If you need help, here are additional resources!

5 great resources to get started as a facilitator

Virtual meetings

Team meetings

Virtual training

Last but not least, we offer a variety of virtual workshops for those on their journey to facilitation mastery.

They are offered throughout the year, please take a look at the workshop calendar to find your preferred workshop and dates. 

Facilitation workshops offered include:

Agile Team Facilitation

Advanced Facilitation

Virtual Facilitation Masterclass

Why Mute is Killing the Virtual Meeting and How to Change It!

You’re logging into your twelfth online meeting of the week. You promptly turn off your video and mute yourself to silence your family members and pets walking behind you.

The meeting begins, most people aren’t even on video and everyone is muted. Suddenly, you hear Sally slurping her morning yogurt. You chat a message to Sally — “please mute yourself.” Then you roll your eyes and go back to the email you were trying to write while the meeting moves on. 

Later, someone poses a question and asks for your response. There’s a few seconds of dead air until you realize you’re still on mute—always a risk when you’re caught off guard while multitasking. Just as you toggle your mic on, someone says, “We can’t hear you, you’re on mute.” You roll your eyes again, grateful your video’s off.

Does this sound familiar? Sadly, this is how the majority of people in the business world are interacting with one another. It’s no wonder that mute is killing the virtual meeting. Let’s see how we can change it!

The Dreaded Virtual Meeting

In a 2021 survey of 40 managers, they were asked about the biggest challenges they face in their current work. The recurring themes: 

  • Navigating change
  • Navigating communication breakdowns that negatively impact team health 
  • Creating transparency within a remote team
  • Fostering creative virtual environments for online work
  • Helping teams get the best out of their work-from-home experience
  • Building trust and relationships remotely

All of these challenges start and end with how we hold online meetings. So how do we fix the problems and get more out of the virtual workplace?

There are two factors creating the conditions for all the ways a meeting can fall flat: the mute button and turning off your video. These two actions combined can suck the relationship and connection right out of a meeting. 

Where’s The Connection in Online Connection?

Believe it or not, virtual meetings themselves are no worse than in-person meetings.

In 2017, Leslie Perlow noted in Harvard Business Review found that 71% of the managers surveyed found meetings unproductive and inefficient; 62% said meetings miss opportunities to bring the team closer together.

Meeting virtually on a much broader scale has not changed much. Multi-tasking and feeling stuck in conflict are common complaints, whether you’re meeting online or in person. The pandemic has shone a spotlight on these kinds of meeting dysfunctions because we’re collectively talking about it more. 

Although online collaboration tools have seen a surge in use these past two years, they don’t necessarily make online work easier—they just make it possible. And there is definitely an overhead cost. In my experience, it takes upward of 30% more time to plan, design, and get everyone set up for success in an online meeting than if we were just walking into the same physical room and sitting down.

In the office, we take for granted that you can invite people to a meeting, give them the location, and expect that they will get themselves there.

Online, you have to  give everyone access and past firewalls, help them navigate the technology, and familiarize them with the features—just to get them into your virtual room.  

Virtual Meeting Fatigue

Moreover, going from Zoom meeting to Zoom meeting is just as fatiguing as going from meeting to meeting in a physical office space—and we don’t even get the exercise of walking between rooms! And then there is the spouse or child or pet who needs something from you in the middle of your five-minute break. In effect, virtual meetings suffer from the same inherent issues as in-person meetings, but cumulatively lead to an even higher degree of brain fry.

In this context, it’s easy to understand why we’re tempted to turn off our mic and video—but this single act is dooming our meetings from the start.

Because the one thing we are missing most in virtual space is connection. 

Having No Skin in the ‘Virtual Meeting’ Game

Mute and video off are the equivalent of coming into an auditorium and sitting in the very back row with a piece of cardboard in front of your face. You have a full view of what’s happening, but no skin in the game. You are an observer, not a participant, and you are signaling to the group that you are not interested in being an active contributor. 

When we have one foot in and one foot out, we separate ourselves from what’s really happening. It becomes much easier to criticize the conversation rather than to contribute to it. 

Virtual work isn’t the same as face to face, but it does not have to be miserable. You can create a space where people feel connected, heard, and valued—and where their input is genuinely appreciated. Then they’ll look forward to meetings!

When there is real connection, the virtual space can be even better than being in the room for some types of output. In principle, online meetings can lead to better results, more diversity of opinion, and more innovative ideas. Detailed work, large amounts of information, and decision making all lend themselves to online spaces—provided you are using an online collaboration tool that gives everyone equal visibility to the information. 

So, how do we get there?

Mute Off and Video On: Tips for Building Trust and Engagement 

Affective trust is the strongest and longest-lasting form of trust. It is built gradually as people get to know one another, and it’s crucial for effective and engaged teamwork—whether you’re meeting in person or online. It also takes active facilitation—someone who will help architect the right environment and help the team set new social norms that they agree to collectively uphold. 

To have the greatest impact on making your virtual meetings more engaging, fun, and productive, start with these two norms: 

Mute Button – “For Emergency Use Only”

There is no greater way to catalyze better team connection than by asking people to be in a quiet place so they can be OFF Mute. 

Why? Because hearing people laugh at a joke, sigh, or quickly ask a follow-up question creates connection. It provides instant feedback to the speaker so they feel acknowledged and heard. A collective, shared soundscape is often missing in virtual meetings—and it’s the cornerstone of building affective trust and better teamwork.

Tips to make it work:

  • Normalize the noises

The dog barking in the background or the car passing by are part of daily life. Normalize these noises! Make it okay that they happen, as long as they are not continuous or overly disruptive. Use mute only if they do become distracting—and then rejoin the conversation when you can.

  • Embrace collisions

When everyone is off mute, you will sometimes “collide” with one another—when two or more people speak at the same time. When collisions happen, just give it a moment for the speakers to sort out who will go first. Collisions not only empower the group to be responsible to each other, they increase the overall energy in the virtual room. 

Video On – All In, or All Out

In a study by Forbes and Zoom, at least 81% of executives said they found that virtual meeting aka video conferencing could strengthen relationships, increase understanding, improve the quality of communication, improve team effectiveness, boost engagement, and promote deeper empathy and cooperation. 

When it comes to building engagement and trust, it’s critical to be able to see one another. It’s the only way we can read the virtual room. When you pose a question and just get silence, video provides behavioral indicators about what’s happening for people. One team member might be addressing a child who needs something, another might be looking up or down in a thoughtful way. With video on, the team will have a better sense of how much space to leave one another for thinking, and no one will be sitting there wondering if they’re all alone. 

Tips to make it work:

  • Be fully in or fully out

We waste a lot of time by only showing up partially. When there is an imbalance in participation, it impacts everyone and lowers the quality of the group’s experience and conversation. Just like with in-person meetings, video on means you can see when team members are not responding. To avoid this, create a group norm to either be fully in or fully out. If you make a conscious decision to be fully out, get the summary notes after the meeting.

  • Just say ‘no’ to  multitasking

Oftentimes, video off is used by team members who are trying to multitask during virtual meeting time—they just don’t want to be obvious about it. But the truth is, we can’t multitask, no matter what we may think. What we can do is “task switch.” And when we do, our tasks end up taking 40% longer to complete—and we’ve disconnected from the group conversation. If you need to write that email, you should skip the meeting and write the email.

To reap the benefits of a “video off” meeting culture, create a group norm that prioritizes presence and design meetings that encourage active engagement.  

Preparing to Lead Behavior Change During a Virtual Meeting

Introducing new norms to your team can be challenging. Be prepared for people to push back, and take time to listen to everyone’s concerns. People have been trained that it’s rude to be off mute, and they don’t want to eat their lunch on video in front of everyone. 

After you have really listened to the concerns, ask people if they would be willing to try it for one week knowing that it has the potential to make a positive and productive impact on the team. After the week, you can revisit the new norms and see how people feel. 

This isn’t about making people do something they don’t want to do. It’s about making requests of people to try something new. It might be uncomfortable for people at first, but the result is better outcomes for the collective—better conversations, more voices being heard, higher productivity, and more positive engagement. Almost no teams will want to go back to the way they were working.

When meeting virtually, we can’t always avoid an unstable internet connection, but building team connection can be as easy as keeping your sound and your video on.

How Do You Facilitate for Unexpected and Unplanned Magic?

How is your remote work going?  

Are you missing those things you can’t plan for? Are you not having those “spontaneous, fun, informal collisions where a few people pitch and laugh about a crazy idea and then walk up to a whiteboard when they realize they have something really cool?”

Are You, Too, Longing for the Magic of Human Interaction?

The question that came to me recently is “How do you facilitate for unexpected and unplanned magic?”

Virtual work can be better suited for those planning types of collaboration – setting the goal, tracking the progress, talking about risks, prioritizing the work. 

Online tools (like Mural, Miro, etc) make that kind of planning work even more productive online than in person when you have to huddle around a white board. 

What happens though, is that you can become so efficient and focused on the task that you end up factoring out the human connections and the random creativity.

It’s Not About Productivity, It’s About Connections

What we miss online is the personal connections and the ‘water cooler conversations’. 

We can also miss the *sighs* and *laughs* during meetings, especially if everyone is being polite and taking turns speaking, muting while others are talking, and turning off video.

Trust building is different in remote work than in face to face. 

There are three types of trust:

  • Swift Trust is built quickly when people first meet, but it is the more fragile type
  • Cognitive Trust is built as people demonstrate they are reliable and competent and is stronger than swift trust
  • Affective Trust is built gradually and replaces cognitive trust as people get to know one another. It’s the strongest and longest-lasting form of trust.

In face to face work, 

  • swift trust is based on benevolence and is built in informal interactions
  • cognitive trust is built by seeing the work of your team members 
  • affective trust is built by socializing with team members over time. 

In remote work, 

  • swift trust is based on qualifications (who are you and why are you on this team?)
  • cognitive trust is based on reliability (can I depend on you to do what you said you would do?)
  •  affective trust is based on benevolence and is built when there is social content built into task-based communications and there is space created for informal and interpersonal reactions.

Bringing Affective Trust to Online Meetings

If your team has the swift trust and cognitive trust but is missing aspects of the affective trust, here are some ways to bring more of that into online meetings.

Make a request that everyone be off mute (as much as possible – use common sense to balance background noise) and on video. We want to hear the sighs, laughter and interruptions! This is what we’re often missing the most with the mute button. That and waiting for someone to unmute so they can speak. 

Normalize ‘collisions’ – 2 or more people talking at one time. They will happen! When it does say your name and sort out who speaks first.

Start with a check-in – ask everyone to speak and share something personal. You can make it fun or edgy and you might build the practice over time. (I very seldom start any meeting, regardless of the topic, without a check-in anymore. I find it totally shifts the space when people can share some personal, even if it’s that they had a great morning and they are ready to get started with the day.)

Create space and an activity where you welcome the ‘crazy ideas’. You might save 15 min at the end of a planning meeting  – divide people up and send them into pair breakouts where they can chat about some idea or inspiration that is based on the conversation they just heard in the large group. Ask them to share the ideas on a board or back in the large group.

Bringing Affective Trust Into Your Remote Workspace

Taking It one step further, you can bring affective trust into your remote workspace! Here is how.

  • Create a random channel in Slack for sharing personal stories or what happened over the weekend
  • Introduce off topic collaborations
  • Brainstorm crazy ideas and schedule impromptu opportunities to hear about them

Ways to Create Space of Unplanned Magic

Unplanned magic takes a bit of… planning, for the facilitator, that is! 

IDEA: Hold a ‘crazy idea’ day. Plan an informal gathering, and bring your favorite beverage! Then everyone gets 10 minutes to pitch their ‘crazy’ idea. 

In principle, you’re looking to build in *space*, slack time in current meetings – or create a new gathering – so you can bring the personal chit chat and connections into the conversations. 

Leaders and facilitators will need to create the space and go first, especially if any of this is new to others. You might also need to help others understand why you’re creating the connection time.

To learn more about Virtual Team Facilitation, read this. 

How To Lead with Virtual Team Facilitation

During a recent two-day Virtual Team Facilitation workshop, one of our attendees Lisa created several visuals that demonstrate the activities we present during this 2-day workshop.

Find out what TeamCatapult shared in this Virtual Team Facilitation workshop on Day 1 of this Virtual Facilitation Workshop, here. 

Virtual Team Facilitation 1

The Use of Slack Channels During Virtual Team Facilitation!

Slack is a useful tool for all remote teams. As a facilitator of virtual meetings, Slack can be your go-to tool to get conversations going and to keep them going. 

  • Use a Slack channel for checking in
  • Lean in to listen
  • Hear every voice
  • Check in after breaks 

The Mental Model and Decision Funnel!

When asking questions during a remote meeting, here are some things to keep in mind.

Know in advance what type of decision the team is aiming for:

  • Consensus?
  • Majority?
  • Other?

Once a decision is made, it can be tempting to revisit it.  You might need to remind the team of how and why they reached a decision. This is a good time to consider that the decision-making process needs to be reviewed and revised as well.

Evaluation vs Decision Making in Virtual Team Facilitation

Distinguish between evaluation and decision making.

Tools to Evaluate

  • Dot voting
  • Announce evaluation
  • Use affinity mapping before dot voting

Do not rush through evaluation and remember that silence does not mean agreement!  As the facilitator, you are there for support and to help the team reach agreement, ask questions like:

  • Would anyone like to push back on…?
  • What would you advocate for?
  • Who would follow?
  • Is there another move you’d like to make?

Decide

  • In Mural, evaluate by color coding sticky notes against the criteria of the topic’s issues
  • Consider using a grid sorting template 
  • Use gradients of agreement 

These tools can help uncover what is holding people back and if necessary, generate a revised proposal that addresses concerns. 

Virtual Team Facilitation Tips for Leaders

Here are three additional practical tips for leaders new to virtual team facilitation.

1 Transparency

Be transparent when something isn’t working as it should. Calmly accept and adapt and tell the attendees what is going on.

2 Ask WHO

Do not ask ‘Does anyone’ but instead ask

  • WHO… needs more time?
  • WHO… can push back? 

3 Facilitator Assistant

Have one facilitator watching for participants who might get disconnected. Offer help in Slack or via email, text or whatever alternative means you’ve chosen to communicate. 

More Virtual Team Facilitation Help is Available!

We are grateful for Lisa’s willingness to share these visuals with you, our audience, to provide you with a glimpse into the world of Virtual Team Facilitation

Whether it is you, your leadership team, or your company that needs help with Virtual Team Facilitation, TeamCatapult is able to lend a hand. 

Please contact us today for more information for both private and public Virtual Facilitation Masterclass workshops. 

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