As an introverted workshop facilitator, I used to believe that online workshops were easier to facilitate than in person ones.
Now I see that online workshops aren’t easier or harder; they just have their own set of quirks.
There’s benefits and drawbacks to choosing a workshop format, especially if your workshop is being facilitated for the first time.
These considerations are just as important for previously facilitated workshops. The ability to pivot a workshop from and to either format requires an understanding of your workshop’s logistical needs, participant experiences, and workshop objectives.
This activity is ideal for:
- Program staff responsible for facilitating workshops, meetings, or trainings
What you’ll need:
- Your workshop’s agenda and activity breakdown
- A method to take notes (laptop, whiteboard, Google Docs, pen/paper, etc.)
The steps:
Your workshop’s agenda and activity breakdown should include the following for each activity:
- Activity name
- Facilitator (if there’s more than one facilitator)
- Activity time duration
- Notes
Under the Notes column, create two rows, like this:
For each activity, break down how this activity should be facilitated in the Notes column.
Next, under “In Person” and “Online” think about what’s needed in order to successfully facilitated these steps, based on the format.
For example, consider:
- Logistics
- Tasks instructions
- Materials or other items needed
If it’s in person, you may need:
- Room set up including chairs arranged in a circle, tables, enough room for participants and facilitators to walk around
- Pens, markers, pencils
- Post it notes, sheets of paper, butcher paper, whiteboard, stickers
- For multiple facilitators: One person gives instructions, one provides immediate support to participants, one takes notes, etc.
If it’s online, you may need:
- Pre assigned breakout room assignments
- Instructions for how and when facilitators enter breakout rooms
- Google Jamboard (with user instructions) or Google Docs
- For multiple facilitators: One person to give instructions, one focuses on technical troubleshooting, one to take notes, etc.
Let’s process:
These are some examples of what to consider when your workshop is in person versus online. What else can you think of?
Keep in mind, an in person workshop needs considerations for location convenience, clear travel instructions, room spaciousness, emergency preparedness in case you have to evacuate, restroom locations, etc. For online workshops, keep in mind the need to test the tech equipment ahead of time, pre assigning breakout rooms, etc.
Key takeaway
Each workshop format has its quirks.
Whether facilitating in person or online, understanding what your workshop format needs can help reduce any challenges you may face. While planning ahead of time may not address every issue you’ll face, you’ll be more than prepared to pivot when needed.
Try this activity and let me know how it goes for you (or if you need any help).
Raise Your Voice: What do you keep in mind when facilitating an in person vs an online workshop? Share your thoughts below in the comments section.
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