Facilitating an online participation-rich workshop in Gatherly

Screenshot taken during an online workshop in Gatherly, showing Adrian Segar and two other people talking in a Gatherly huddle.

Earlier this month, the folks at Gatherly kindly invited me to host an event of my choosing for their clients and potential users. I decided to facilitate an online workshop in Gatherly that took full advantage of the platform. This coming June will mark my 30th year of designing and facilitating participant-driven and participation-rich meetings. So I designed the workshop as an “Ask Adrian Anything” about meeting design and facilitation.

I’ve shared the why? and the details of how I typically run this format here. In this post, I cover the additions I made, issues that arose, my impressions, and the feedback the workshop received.

An experiment: I try something I’ve never done before!

I like the Gatherly platform and have reviewed it a couple of times (1, 2). Gatherly’s best feature, in my opinion, is its user interface for online social interaction. The platform uses a birds-eye view of rooms (there can be more than one of them on different “floors”). Each participant is shown as a named icon. Deciding to talk with someone is as easy as clicking on their icon, which moves you to their position in the room and puts you in video chat. The two of you then form a “huddle”, shown as a circle with the number of people talking at its center.

Moving your mouse cursor over a huddle shows you the names of the people there. Others can join a huddle by clicking on it; you can leave a huddle at any time by clicking on the floor outside it. Gatherly currently supports huddles of up to fifteen people.

Because Gatherly allows you to see where people are in a room, it can support a fundamental technique I use at almost all in-person events I design and facilitate: body voting, aka human spectrograms.

So I was excited to see whether I could implement body voting online, something I’d never tried before.

Incorporating body voting experiences into the workshop

I ended up incorporating four body voting experiences into the workshop:

  • “How did I get here?” (run in trios)
  • If this workshop was really great for you, what one thing would you want to learn about/discuss/happen?” (run in pairs)
  • Where do you live?” (See the map we used below.)
  • “What industry/job role fits you best?” (See the floor plan we used below.)
online workshop in Gatherly
Body voting map for “Where do you live?”
online workshop in Gatherly
Body voting map for “What industry/job role fits you best?”

Read on to find out how I implemented these exercises in Gatherly and how they worked out.

Designing an online workshop in Gatherly

The first decision we had to make was how long the workshop should run. Since the event was participant-driven, the Gatherly staff and I agreed to let it run as long as it seemed people wanted, with a 2½ hour limit.

Up until now, I have used Gatherly as a pure platform for online socials. For this workshop — indeed for any workshop — I needed to provide separate whole-group-together and small-group-work environments. Just like every other meeting platform, Gatherly has developed a broadcast/stage mode (see the first image in this post), where one or more speakers can broadcast to everyone else. When you start a Gatherly broadcast, the room map is still visible but huddles are disabled.

So in this workshop, we frequently switched between broadcast and map (huddle) modes. In broadcast mode, I provided short segments of content and instructions for upcoming group work. We also used broadcast mode for fishbowl discussions and the core “Ask Adrian Anything” session.

All meeting platforms that have a small-group/breakout mode pose a communication problem for the meeting host or facilitator. Small groups meet via video chat, so messages from the meeting host to everyone can’t be sent through audio — the standard communication mode when in broadcast.

In Gatherly, the tool I had to address this issue was text chat. I asked everyone to select the Event chat option (the red Event button in the first image in this post) and to monitor text chat for exercise instructions during their huddle small group work. I also asked participants to also use text chat for important issues, so this communication channel wouldn’t be filled with distracting messages.

Leading folks through small group work in Gatherly

Before the workshop, I prepared a text document with step-by-step instructions needed to lead participants through all the exercises I had planned.

Here’s a sample:

For each small group exercise, I did the following:

  • In broadcast mode, verbally explain and go through the exercise steps.
  • Switch to map mode. Cut and paste each prepared prompt into the Event text chat at the appropriate time.
  • Provide a final prompt that we’d be returning to broadcast mode.
  • Switch back to broadcast mode.

Once I’d practiced this flow beforehand for a while, it was easy to run.

Using raise hands during the workshop

I chose to use Gatherly’s raise hands tool in a couple of ways during the workshop.

  1. During the geographical map and industry/role body voting exercises, I asked people who lived outside the United States, or who placed themselves in the “Other” area of the industry/role floor map to raise their hands. When you do this in Gatherly, your name rises to the top of the participant list, so you’re easy to spot. In broadcast mode, we brought these folks briefly onto the stage and asked them to share their name and where they lived/their role. This is analogous to walking around and interviewing such individuals at in-person meetings. Recognizing people who are a little outside the main group’s geographical focus/job descriptions is interesting and helps to bring them into the group.
  2. During fishbowl-based group discussions, including the Ask Adrian Anything segment, we asked people to raise their hands if they had a question or wanted to add their voice to a current conversation. Only Gatherly admins can remove people from the stage, so we asked people to lower their hands when they wanted to leave the current discussion.

A major issue that arose during the workshop

While facilitating this online workshop in Gatherly, I made heavy use of Gatherly’s broadcast mode for the first time. Unfortunately, the broadcast mode did not work reliably for some people. At times, the video stream for some participants on stage (including me) was blank. When this happened to me, I wasn’t aware of it since my screen showed my own camera-direct video, and I was only made aware of the problem through text chat.

I’d seen this problem while testing the workshop platform beforehand, using two computers in my office on different ISPs and networks to join the session. At the time I assumed it was a temporary glitch or technical issue involving the OS/Chrome version used by one of my machines. This turned out not to be the case. Most people showed up fine, but functionality like this — a basic feature of pretty much every meeting platform these days — should be rock solid. (I’ve never seen this happen on Zoom, for example.)

Given that I’ve found the video chat provided in huddles (map mode)  by Gatherly to be more reliable than any other platform I’ve tried, this deficiency is puzzling. I hope it’s eliminated soon.

My thoughts and impressions of the workshop

Almost everyone stayed for the whole workshop!

I had no idea who would show up for the workshop or how long it would run. When we did the geographical map exercise, a substantial proportion of participants were from outside the US, which I did not expect. But what really surprised me was that almost everyone stayed for two hours, until after the Ask Adrian Session was over. (And a few people shared at the start that they weren’t going to be able to stay the whole time.)

Perhaps I shouldn’t be surprised. I’ve found that when you create meetings that allow and support engagement at any time on participants’ terms, people stick around.

A small group remained for informal discussion and feedback, and we reluctantly wound up when we reached our  2½ hour hard limit.

Guiding participants through small group activities

Before the workshop, I wondered how well using text chat to prompt small group activities would work. Would participants, busily engaged with each other, follow the prompts? (This can be a problem when in person too, but it’s easier to see when it’s happening.)

I needn’t have worried. Participants responded to my directions to form groups of various sizes much more quickly than I expected. In fact, they divided into groups of the right size faster than in an in-person workshop! The Gatherly birds-eye view of everyone in the room, plus the displayed count of each huddle size makes it easy to see who’s not yet in a group, and which groups are too large or too small.

Feedback on the workshop

The Gatherly staff were impressed that so many people stayed so long, (and I was pleased)!

Several people commented that although they could not see me during portions of the broadcast segments, my audio feed was all they needed to stay engaged. Yes, it’s nice to see people at online meetings. But it’s worth remembering that for those who aren’t hearing impaired, audio beats video every time.

The small group exercises were popular. And people thanked me for showing the value of what we did, not only by experiencing it but also by learning how to facilitate the formats for their own communities.

Conclusions

I learned that I can successfully run body voting online, at least on Gatherly. (Wonder will probably work too.) Body voting is perhaps the best way for a group to quickly learn important information about who’s present. To have this capability online is valuable. (See my book The Power of Participation to learn more about body voting.)

One suggestion I have for Gatherly to improve its product is to provide a better way for meeting hosts to broadcast instructions when participants are in huddles. This could be done with text messages that are displayed more prominently than at present to all huddle members.

Would I facilitate an online workshop in Gatherly again? Absolutely! (As long as the broadcast video problem is fixed.)

Ask Adrian Anything — a free online participant-driven workshop on the future of events

Here’s a rare opportunity to ask me anything about meeting design and facilitation at a unique, free, online workshop. Join me next Thursday, March 10th, 2022 at 12:00 pm EST for Ask Adrian Anything (AAA): an online participant-driven workshop on the future of events.

Though the central core is the AAA session, this is an active learning workshop. During it, you’ll experience some of the practices I use to support and build participant learning, connection, engagement, and community.

How long will the workshop last? That’s up to you! I’m willing to keep it going as long as you have questions and concerns to share. When it’s over, you’re welcome to stay and socialize online, and I’ll stick around for informal chats.

If you want to join us, it’s important you’re ready to begin at 12:00 pm EST. We’ll open the workshop platform at 11:45 am EST so you’ll have time to do the usual camera/microphone online setup boogie for a prompt start at noon EST.

Register for free
We’ll meet online, using Gatherly [1, 2], a platform designed for online social interaction and learning. [Apart from being a fan, I have no affiliation with Gatherly, and am donating my services.] The Gatherly platform will allow us to learn about each other and about top-of-mind issues, concerns, and questions through small group work, human spectrograms, and fishbowl discussion.

Ask Adrian Anything

This is an opportunity for you to experience one of my participant-driven workshops. You’ll learn through doing, both about other participants and how to implement what you experience into your own events.

  • Experience a participant-driven online event.
  • Learn by doing participant-driven methods that increase event engagement, connection, and community.
  • Meet, workshop with, and learn from other event professionals.
  • Take this opportunity to ask Adrian anything about meeting design and facilitation.
  • Enjoy time after the session in an online social environment that closely mimics meeting in-person socials. You’ll be able to find folks you’d like to talk with and hang out one-on-one or in small groups for public or private conversations.

Register for free

Ask Me Anything—a better alternative to guest lectures

Ask Me Anything

Recently, I’ve been appearing as a guest at college event planning and hospitality courses to talk about meeting design. (I love to do this. Teachers, please contact me, it’s free!) Rather than lecture for an hour, I’ve been using an Ask Me Anything (aka AMA) meeting format.

Here’s why I think Ask Me Anything is almost always a better session format than a lecture.

I’ve written extensively on this blog (1, 2, 3) and in my books about why the meeting lecture is a terrible way to learn. (A one-sentence distillation: learning is a process not an event.)

But suppose a group gets the opportunity to spend time with a content expert who knows a lot more about their field than anyone else present? Isn’t a lecture the best format to use in these circumstances?

Well…sometimes. First, let’s explore the circumstances when a lecture may be the way to go. Then I’ll make a case for why an Ask Me Anything format is usually a better choice.

When a lecture is appropriate

Lectures have one thing going for them. They are very efficient ways to share a lot of information with a group.

Short talks

The problem with broadcasting information is, of course, that the recipients are passive attendees. And they may well not be attending. Research shows that our ability to absorb and retain broadcast information falls rapidly over time. To avoid significant “tuning out” it’s vital to share content in small chunks, typically not more than ten minutes long.

So one scenario where lectures work is when they are short. I’m a big fan of carefully prepared five-minute lightning talks and Pecha Kucha (6 minutes, 40 seconds) and Ignite (5 minutes) formats. The latter are invariably entertaining, which helps people absorb and retain what’s presented.

Brilliant presenters

Some people — but not as many as you might think — are really good at creating effective learning experiences via a lecture format.

However, these folks are rarely the people who get the big bucks for their inspirational keynote speeches. Highly paid speakers are usually good at creating emotional experiences for their audiences. Now, there’s nothing wrong with creating an emotional experience for an audience. In fact, learning is often enhanced. Unfortunately, a great speaker may well provide a more enjoyable and emotionally satisfying presentation—but the learning that results is not significantly better than that provided by a mediocre lecturer!

Sadly, I can count on the fingers of one hand the presenters who taught me, via lecture, things I still retain to this day:

  • My mentor Jerry Weinberg (a genius at telling incredible stories that illustrated the learning he wanted to impart);
  • The molecular biologist John Medina (who always divides his lectures into ten-minute segments, each introduced with a relevant emotional hook); and
  • A few of my high school science teachers who knew the draw of enthusiastically performing exciting experiments in front of us (“What will happen?” “Can you figure it out?“)

Conclusions

So, unless your presenters speak for a short time or are brilliant (and I’m not including motivational speakers in that class), lectures are a lousy way for audiences to learn. We can do better.

Ask Me Anything — a better format for learning

We know that active learning is a superior modality for learning more, learning more accurately, and retaining learning. So, how can we incorporate active learning into a session where the session leader/presenter has far more expertise and knowledge than everyone else present, and time is limited?

An Ask Me Anything format provides a great way to improve session learning. Why? Two reasons.

First, the attendees are not passively sitting listening or watching but are actually interacting with each other (see below) or the presenter. That means that active learning is taking place, with all the benefits that ensue.

Second, an Ask Me Anything responds to what participants actually want and need. Rather than a presenter guessing exactly what their audience wants to learn, an Ask Me Anything ensures that many topics, issues, and questions that are top-of-mind for the audience will be addressed.

OK, let’s see how this works.

Warming up an Ask Me Anything with preliminary small group work

I suggest priming the audience with a couple of introductory pair- or trio- shares.

If meeting in person, have people move into small groups with others they don’t know. Online, move people into a set of Zoom’s automatically assigned breakout rooms, or another online platform’s equivalent.

Typically, the first trio share is a “take 90 seconds each to”: a) introduce yourself to the others in your group, or b) “share how you got to be in this class/session/event”.

On returning, ask everyone to think of one issue or question they’d like to discuss with or get answered by the presenter. Emphasize that it can be anything they want to know or hear about.

When working with students, ask the class teacher to pose this exercise a few days before the class and collect and share responses with the entire class and me. This helps the presenter, the teacher, and the class learn about what’s on students’ minds. Before running the next pair share, tell the students they don’t have to stay with what they submitted if something else has come to mind.

Next, run the second pair share, giving each member 90 seconds to share with their partner what they would most like to learn from the presenter. For students, this gives them a chance to prepare for asking the presenter what they want in front of the class.

The Ask Me Anything

Running the Ask Me Anything is straightforward. Have your presenter ask for questions, and enter a dialog with each questioner in turn. If there are a slew of questions, use a fishbowl (in person) or hand raising (online) to control the flow. Remind your presenter that silence before someone speaks is OK; they don’t need to fill it by speaking themselves. Also, make sure that everyone who wants to participate gets the opportunity before allowing more questions from people who have already spoken.

Closing pair share

I strongly recommend closing such sessions with a final pair share on “lessons learned”. This reinforces learning while it’s fresh, making it more likely to be retained, remembered more accurately, and retained longer. For more details, see my post on the fishbowl sandwich, or read the relevant chapter in my second and third books.

That’s it! What do you think of Ask Me Anything as a replacement for lectures in a session? Do you have comments to add or questions to ask? You can Ask Me Anything! Simply share in the comments below.

Ask Me Anything About Conference Panels — Thursday, July 21, 4-6 pm EDT Blab!

ephh AMA ABout Conference PanelsDo you dread having to listen to one more boring panel? Have you been asked be a panel moderate or panelist, and wonder what to do? Do you want to learn how to make conference panels much, much better?

Then we’ve got a Blab for you!

After the success of our Ask Me Anything About Event Production Blab, I’m happy to announce we are running an Ask Me Anything About Conference Panels Blab this Thursday, 4 – 6 pm EDT on my weekly #Eventprofs Happy Hour (#ephh) with special guest Kristin Arnold.

Hailed by MeetingsNet as the “Panel Improvement Evangelist”, Kristin is on a crusade to make ALL panel discussions more lively and informative. She’s the author of Powerful Panels: A Step-By-Step Guide to Moderating a Lively and Informative Panel Discussion at Meetings, Conference and Conventions, and has been moderating panel discussions for over twenty years. Among her other talents, Kristin has presented to over half a million people around the world, and retired from the US Coast Guard Reserves in 2002 as a Lieutenant Commander! Learn more about Kristin here.

Kristin & I have more than a few opinions on conference panels. But we want yours too! Join the Blab at any time to ask questions, share your thoughts—and I might invite you to join us on the video stream. Expect a lively discussion and a lot of good information and ideas!

To be reminded when the Blab begins, go here and click Subscribe. The same URL will take you to the Blab once we’re live.

Never joined a Blab before? Here’s a good introductory Blab tutorial. Kristin & I look forward to your joining us on Thursday!