Two novel hybrid meeting formats

hybrid meeting formatsI’ve been writing about hybrid meetings for a long time; my first post was in February 2010. The COVID19 pandemic created an explosion of interest in hybrid meetings, and the marketplace and event professionals are still defining what “hybrid” means. (No, sticking a streaming camera in the back of the room does not make an in-person meeting hybrid.) It turns out that hybrid events offer rich design possibilities. To illustrate, I’ll describe the objectives and subsequent design of two novel hybrid meeting formats. Both are unique, as far as I know, in that the in-person and online participants are the same people! Sounds crazy, yes, but stay with me!

The first novel hybrid meeting format was invented by Joel Backon back in 2010. The second is a design I’ll be using in a conference I’ve designed and will be facilitating in June 2022.

1—In-person attendees participate in an online session!

Back when hardly anyone used the term “hybrid” for a meeting, let alone participated in one, I had the good fortune to participate in a novel session “Web 2.0 Collaborative Tools Workshop” designed by Joel Backon at the 2010 annual edACCESS conference. During the session, all the in-person participants had an online experience, followed by an in-person retrospective. The online portion felt eerie…

“Some participants had traveled thousands of miles to edACCESS 2010, and now here we were, sitting in a theater auditorium, silently working at our computers.”
—Adrian Segar, Innovative participatory conference session: a case study using online tools, June 27, 2010.

Check out my original post for the details of the session, which explored the unexpected advantages of working together online even when the participants are physically present. The experience certainly opened my eyes to the power of collaboratively working on a time-limited project using online tools.

You can use this novel hybrid meeting format to explore the effectiveness of employing appropriate online tools to work on problems at an in-person event. Following up the exercise with an immediate in-person retrospective uncovers and reinforces participants’ learning.

These days it’s even easier to implement similar hybrid sessions at in-person meetings. Participants will learn a lot while exploring the advantages and disadvantages of collaborating online!

2—Crowdsourcing a program online the day before an in-person conference

As I write this I’m designing a one-day, in-person peer conference for 150 members of a regional association. As readers of my books know, running a peer conference for this many people in one day would be a somewhat rushed affair. Unfortunately, the association practitioners simply couldn’t take off more than a day to travel to and attend the event.

Squeezing The Three Questions, session topic crowdsourcing, the peer sessions themselves, and at least one community building closing session into a single day is tough. In addition, the time pressure to quickly crowdsource good sessions and find appropriate leadership is stressful for the small group responsible for this important component.

To relieve this pressure I’ve designed a hybrid event that once again uses the same participants for both the online and in-person portions.

The online portion

The day before the in-person meeting, participants will go online briefly twice, in the morning and in the afternoon. During the morning three-hour time slot, participants can suggest topics for the in-person conference. We’ll likely use a simple Google Doc for this. They will be able to see everyone’s suggestions and can offer to lead or facilitate them.

Around lunchtime, a small group of subject matter experts will clean up the topics. Then, during the afternoon three-hour time slot, participants will vote on the topics they’d like to see as sessions the following day. The evening before the conference, the small group will convene and turn the results into a tracked conference program schedule that reflects participant wants and needs. They will also decide on leadership for each session. (Read my book Event Crowdsourcing to learn in detail how to do these tasks.)

Moving the program creation online the day before the in-person event allows participants to spend more time together in person. This choice sacrifices the rich interactions that occur between participants during The Three Questions. But in my judgment, the value of creating a less rushed event in the bounded space of a single day is worth it.

Conclusion

[Want to read my other posts on hybrid meetings? You’ll find them here.]

I believe we’ve barely started to explore the capabilities of hybrid meeting designs. Including both online and in-person formats in a single “event” multiplies the possibilities in time and space. I’m excited to see what new formats will appear in the future!

Have you experienced other novel hybrid meeting formats? Share them in the comments below!

Hub and spoke meetings

Ever since my first encounter with the hybrid hub and spoke meeting topology at Event Camp Twin Cities in 2011, I’ve been a big fan of the format. Yesterday [see below], I realized that hub and spoke is a great format for purely online meetings too. But first…

…What’s a hub and spoke meeting?

A hub and spoke meeting is one where there’s a central hub meeting or event that additional groups (aka “pods”) of people join remotely.hub spoke meeting: A diagram with a yellow circle at the center labeled "hub event". Connected to it by dotted lines are six smaller purple circles of various sizes labeled "pod 1" (and 2, 3, 4, 5, 6)Hub and spoke is an event network topology. The hub event and each pod may be either in-person or online.

A terminology reminder
In-person meeting: participants are physically together.
Online meeting: participants are connected to each other via an internet platform like Zoom or Teams.
Hybrid meeting: A meeting with in-person and online components as defined above, plus additional forms explored below.

The benefits of hub and spoke

Increased learning, interaction, and connection

If you want maximum learning, interaction, and connection at a meeting, small meetings are better than large meetings. Using good meeting design, simply splitting a single large group of participants into multiple small groups in an intelligent way provides increased opportunities for each group’s members to connect and interact around relevant content.

Flexibility

Hub and spoke topology allows tremendous design flexibility for a meeting.

In-person pods can be set up at any convenient geographical location, reducing travel time and costs for pod participants while still providing the benefits of in-person interaction.

You can segment online pods to reflect specific “tribes”: groups of people with something in common. For example, think about a conference to explore the implications of a medical breakthrough. One pod could be for patient groups that the discovery will affect. Another might include medical personnel able to deliver the new technology or procedure. Yet another group could contain scientists working on the next iterations. [A hat tip to Martin Sirk for suggesting this example!]

Creating pods that reflect event participant segments allows different communities’ goals and objectives to be optimally met while sharing with all participants a common body of learning and experiences via the hub.

Convenience

As noted above, using in-person pods can dramatically reduce the travel time and cost for event participants without sacrificing the benefits of meeting in person. This allows more people to attend the hub and spoke meeting, and makes it easier for them to do so.

Hub and spoke variants

Depending on the choices made, a hub and spoke event will take one of the following forms:

In-person hub and in-person pods

This is the classic hybrid hub and spoke format that we used 14 years ago at Event Camp Twin Cities (ECTC).

Producing Event Camp Twin Cities 2011

Here’s a little information about the groundbreaking ECTC. Besides the attendees at the in-person hub event in Minneapolis, seven remote pods in Amsterdam, Philadelphia, Toronto, Vancouver, Silicon Valley, and two corporate headquarters were tied into a hub feed that—due to the technology available at the time—was delayed approximately twenty seconds. As you might expect, this delay led to several communication issues between the hub and pods. I wrote about ECTC in more detail here.

There will always be some communications delay between the hub and pods, though these days it can be reduced to a fraction of the delay at ECTC. Such delays should be taken into account when designing hub and spoke events.

Online pods

My recent experience of being in an online pod viewing an online hub event made me realize that online pods can be used to great effect with either in-person or online hub events.

Since February 2021, my friend, tech producer, and meeting industry educator Brandt Krueger has been hosting weekly EventTech Chats on Zoom, together with another friend, his talented co-host, “The Voice of Events”, Glenn Thayer. Yesterday, Brandt was presenting at an MPI event on hybrid meetings, so Glenn shared the event so we could kibitz. Seven of us were in a Zoom, watching a Zoom…

hub spoke meeting

I commented about the recursive nature of this…

…and Anh Nguyen replied that the experience was like Inception. She also mentioned Giggl, which, similarly, allows a group to interact (text and voice) on a shared internet portal. This could be useful if you don’t have a Zoom license.

Our pod experience

The MPI meeting had over 150 viewers. We noticed that there was little interaction on the MPI Zoom chat. Our little group was much more active on chat. We were a small group with a common set of interests, and we all knew each other to some extent.

It’s clear to me that we had a much more interactive, useful, and intimate discussion than the hub event group.

Yes, this is one anecdotal example. But I hope you can see how being in a small pod of connected folks can lead to a better experience than being one of many attending the same event at a hub.

The ease, with today’s technology, of creating an online pod with whomever you please to watch and comment on a hub event, makes this an attractive option for attending the hub event directly online. (If you wanted to, of course, you could do both—as Glenn Thayer did for our pod.)

In-person and online pods

Finally, there’s no reason why a hub event can’t support a mixture of in-person and online pods. (In fact, ECTC had a small number of individual remote viewers as well, though I suspect they could only watch the hub stream.) Once the hub stream is available, one can share it with an online pod, or on a large screen with an in-person pod. Mix and match to satisfy event stakeholders’ and participants’ wants and needs!

Conclusion

I believe that hybrid meetings, catapulted into industry awareness by the COVID-19 pandemic, will be a permanent fixture of the meeting industry “new normal”. Once we’ve firmly established the design and production expertise needed for hybrid, hub and spoke is a simple addition that promises the many advantages I’ve described in this post.

It may take a while, but I think we are going to see a growing use of this exciting and flexible format.

What do you think about hub and spoke meetings? Have you experienced one, and, if so, what was it like? Do you expect to use this format in future events? Share your thoughts in the comments below!

COVID-19, hybrid meetings, and the future

COVID-19, hybrid meetings, and the future: an illustration with black clouds and the Covid virus floating above icons representing in-person and online participants Here are my current thoughts about COVID-19, hybrid meetings, and the future. Earlier this year I wrote:

Unfortunately, it currently looks like one potential short-term improvement outcome, containment, will not be successful. In the long term, however, the current turmoil caused by the spread of COVID-19 is likely to subside. The development and introduction of an effective and affordable vaccine may bring the virus under control. Or, enough people may get COVID-19 and develop an immune response, leading to herd immunity.

Eventually, the coronavirus is most likely to either burn out or return seasonally, like influenza.

I am not focusing on hybrid meetings at the moment. Why? Because I see little if any, benefit of holding in-person meetings at this time. When we can have in-person meetings safely without masks or 6′ social distancing, I expect to be designing for two basic kinds of hybrid meetings.

  1. Traditional in-person plus online stream plus online meeting concierges that mediate the in-person portion with those online. (Emilie Barta has a decade of experience mediating such meeting formats.)
  2. Hub-and-spoke style meetings (long championed by Maarten Vanneste), with facilitated in-person pods that are internet-connected, usually to a central in-person meeting. Once again, include one or more online meeting concierges to facilitate what happens between pods and the central in-person meeting.

COVID-19 has temporarily suppressed the market for hybrid meetings, but I believe their future is bright!

Please don’t call them virtual meetings

I’ve been noticing a strange trend, ever since COVID-19 caused just about all bread-and-butter meetings to vanish. Suddenly, people are calling the meetings we’re holding these days virtual meetings.

In the immortal words of Bob Newhart.

Stop it!

Virtual

I’m sorry, but when I think of a virtual meeting, this comes to mind…

virtual meetings: screenshot from Second Life by Flickr user Lilith

…together with content like this…

virtual meetings

Now, before I get a storm of protests from dedicated Second Life fans, let me be clear that I’ve nothing against anyone who enjoys time in virtual worlds.

And if your meeting is using holographic telepresence to bring in a presenter or two, perhaps virtual is the right term.

Otherwise, I think there’s a better word to use. But let’s explore using virtual for a moment.

The two relevant definitions of “virtual” in the Oxford English Dictionary [OED account required] are:

“Not physically present as such but made by software to appear to be so.”

“That may be so called for practical purposes, although not according to strict definition; very near, almost absolute.”

I can’t really quibble with the application of the first definition, but the second reminds us that virtual also means “almost”, with the unsaid connotation that “virtual” isn’t so good.

Why the rise of the phrase “virtual” meetings?

I think meeting industry people are using “virtual” to describe Zoom/Teams/BlueJeans/WebEx meetings these days because we are upset that our traditional meetings, together with our livelihoods and useful expertise, have largely disappeared overnight.

We were and are proud of the meetings we created and ran. “These internet-enabled meetings just aren’t the same!” (And we’re right, they’re not.) And we’re feeling a mixture of grief and anger that they’re gone right now.

As a result, it’s tempting and understandable to use a term like “virtual” to describe what’s taken their place. We feel a little better, because “virtual” meetings aren’t really quite as good as the face-to-face events we’ve been holding for years.

What’s in a name?

Various event industry folks have discussed this terminology, like Dennis Shiao, who puts those early days of “virtual events” in a historical context …

‘I wish we came up with a better name. The dictionary definition of “virtual” refers to something “simulated or extended by computer software,” while I associate the word with “that which is not real.” The “virtual” in “virtual events” makes the category seem mysterious. When something is mysterious, it’s easy to put it aside or pay less attention.’
—Dennis Shiao

… and a recent thread on MECO with Mike Taubleb, Rohit Talwar, me, Sue Walton, Naomi Romanchok, Michelle Taunton, MaryAnne Bobrow, and Gloria Nelson.

The term I think we should use

First choice: Online

Let’s (continue) to call them Online meetings! I say “continue”, because currently, online is the most popular adjective used on the internet (~1.5 billion Google hits). Everyone knows what online means: Zoom or Teams or BlueJeans or ON24 or …

Second choice: Digital

Digital is pretty descriptive (and is the second most popular adjective used: ~1.4 billion results), but to me it feels a little ambiguous. Digital could stand for Zoom or a Slack channel or Second Life or …

Not my favorites

I’d like people to stop using virtual, for the reasons shared above. (It is also less popular than the two previous terms: ~1.1 billion hits.)

Also, let’s avoid livestream for meetings that involve any interaction. I think to most people, livestream means one-way communication (think streaming a movie or music), not something that’s interactive. If you’re hosting an interactive online event, “livestreaming” seems misleading. If, however, you’re broadcasting a meeting without any interaction from the online participants, livestreaming is an appropriate description.

And what should we use for traditional meetings?

If you’re actually meeting in a room with people (let’s hope we get to experience that soon!) I prefer in person, in-person, or face-to-face. What’s the difference between the first two? “In person” is an adverb, and “in-person” is an adjective. So we hold in-person events in person. Get it?

Oh, and let’s not forget hybrid

Finally, hybrid is a useful and specific descriptor for meetings that have both in-person and online components. We’ve had hybrid meetings for years, and I predict their popularity post-pandemic will only increase.

Conclusion

The grammar police don’t always win! My opinion may make no difference — but at least I’ve shared it. What do you think? Share your favorite meeting adjectives in the comments! 

Virtual photo and description attribution: Flickr user Lilith

Dear Adrian: Answers to participant-led event questions asked at a MeetingsNet webinar

participant-led event: banner for MeetingsNet's webinar series on innovative meeting designCurtiss Reed and I enjoyed presenting our thirty-minute MeetingsNet webinar Participant-Led Meetings: A Case Study on February 4, 2014, and I’m happy to announce that the webinar is now available free on demand (until February 4, 2015). Just go to the registration link and complete the short sign-up to receive a link to the webinar. We received many good participant-led event questions and were not able to answer them all in the time available. So I’ve listed them here, together with my answers. I hope you find them useful!


Angie Patel

Do you find most participants are organically prepared to participate in the peer sessions? Or do some come with data, slides, etc.?

At Conferences That Work, people are willing and able to participate in peer sessions by the time they begin. (Typically the morning of the second day.) The combination of the ground rules, roundtable experience, and peer session sign-up transform the vast majority of attendees into participants.

How to prepare attendees for the possibility that they may have given a relevant presentation previously or have resource materials that might be relevant to the conference? We send out pre-conference information—a couple of weeks before the meeting—that includes language similar to the following:

“Have you worked on something that may be of interest to other attendees? Do you have experience or expertise in a given area or topic? Then we encourage you to bring any useful supporting or presentation materials or links to the conference. All sessions are informal, so you don’t need to bring or prepare anything polished for distribution.”


Tara Taylor & Alethea Session

How do I find out if and where there might be opportunities to observe/attend participant-led events? How do you find these events?

For Conferences That Work format events, check out my events calendar which lists events I’ve heard about that use the Conferences That Work format, or elements of it. (Many are, unfortunately, unlisted because I don’t know about them; if you’re running one please let me know and I’ll list it for free!) You can also fill out my training opportunities form, which allows me to inform you of events that you may be able to staff.

For other participant-led event formats, check out the relevant links in the resource document I provided for the webinar.


Elizabeth Campbell & Chris Kirchner

If you have a meeting that has to be more structured (due to regulations, like continuing medical education) can you do a hybrid? If so, what elements can you successfully integrate? Is a “hybrid” approach worth discussing? Example: Day 1 pre-planned agenda, Day 2 – participant-led content?

You can do a hybrid event incorporating participant-led and traditional sessions, provided you have enough time to do both well.

I don’t know how to include traditional elements into a 1½ day Conferences That Work without unduly rushing the participant-led components. But if I have 2 or more days, it’s easy to integrate a keynote/plenary/trade show.

The edACCESS annual conference I’ve now been running for 22 years lasts 3½ days and uses the Conferences That Work format together with a trade show, one or two preplanned plenaries, and sometimes a keynote. Peer sessions fill the rest of the time.

Incorporating such traditional elements can also help with marketing. People see the program and say “Well, I don’t really understand this participant-led stuff. But so-and-so is going to be speaking and there’s a session on such-and-such so I’ll sign up.” Invariably, they end up evaluating the peer sessions higher than the traditional ones, but that’s OK; the latter helped them make the decision to attend.

One more point: on the order in which these two kinds of sessions are presented. It’s best to blend both formats, participant-led & traditional, into a single conference rather than separating them into a traditional day and a participant-led day. That way, people get exposed to both approaches and come to appreciate the latter. Otherwise, some people will avoid it because they aren’t familiar with its benefits.


Doreen Ashton Wagner

I’m curious: what if the sign-up-to-sessions process means that one or a few participants don’t find anything that appeals to them? That’s where I’ve been disappointed with Open Space formats in the past…I didn’t share the concerns of others!

Yes, Open Space, which has a minimalist structure, can suffer from its opening format. That’s because people are asked with little or no preparation to suggest topics they want to be discussed. Without easing attendees into a participant mindset—as happens during the first half-day of Conferences That Work—attendees may only hear topics from the more extrovert attendees, leading to the others ultimately feeling unrepresented. By the time the peer session sign-up occurs during Conferences That Work, nearly everyone is comfortable sharing the topics in which they are interested. If you’ve shared your own topics — i.e. you participate 🙂 — other attendees will see your interests. Subsequently, it’s rare that absolutely no one else is interested in every topic that any one person suggests.


Lee Pucker

How do you get companies to pay for people to attend without publishing a defined agenda for them to use to prove the ROI for the company?

I hope Curtiss gave you a useful answer from a client’s viewpoint during the webinar. There’s no question that until participant-led events become more mainstream it’s hard to start participant-led events from scratch when there’s no one yet available to testify to a specific event’s benefits. The capability to form more and better connections that these formats allow is probably the most concrete outcome for someone who needs to justify on an ROI basis. “I’m likely to make three times as many better quality connections at this event than at a traditional conference. That’s three times as many better-qualified sales leads…” etc.


Amy Forgette

With the roomset being so radically different (room for 200 to accommodate 70 in a circle) …how do we get VENUES to take our programs?

I’ve found that the issue is less about getting venues to take our programs (venues are almost always eager for business) and more about finding venues that fit the space needs of participant-led events. You may need to look beyond standard hotel business meeting rooms and event spaces that focus mainly on special events. Interestingly, educational institutions often turn out to provide great venues for many of the events that I run. I’m a big fan of non-traditional venues. Also, there are an increasing number of commercial venues that are aware that these event formats are becoming more popular and have adapted or reconfigured their space to fit.


Chris Kirchner

Any best practices on pre-conference marketing without a published agenda?

I hope I was able to answer this question during the webinar. Here are some helpful articles:

Finally, Chapter 17 of my book covers this topic.


John Boyle

What makes a “well-run” event? Is it facilitators?

I think there are two important components:

1) An established participant-led format that has a good track record. Any of the formats covered in the webinar poll meet this definition, except sometimes events advertised as “unconferences” or “bar camps”. Why? Because such terminology is sometimes slapped onto “alternative” events without having a clear meeting design in place. People occasionally use such labels to describe events that turn out to be relatively unstructured, prone to hijacking by a vocal few, and unnecessarily chaotic.

2) What’s more important is indeed the caliber and experience of the facilitators of the event. That’s not to say that someone with good facilitation skills can’t do a decent job running one of these formats the first time they try. But if there’s some perceived risk to holding the event, it’s worth working with people who have a track record of running successful participant-led events.


John Boyle

What is the ideal size for a participant-led event? Is it scalable? For instance, can you have events within events or concurrent events to serve a larger group?

My book covers events that have up to 100 attendees. For an answer that covers events larger than this, please download my free book supplement and check out Chapter 5.


Doreen Ashton Wagner

With crowdsourcing tools and online collaboration, couldn’t this exchange [of topics for the conference] be done, at least in part, ahead of the event?

This is one of the most common questions — and it’s a good one! For my answer, see Does asking attendees in advance for program suggestions work?


These were some great participant-led event questions! If you have more, please contact me.

Hybrid event architecture ideas sparked by Event Camp Twin Cities 2011

Hybrid event architecture ideas: a photograph of the production crew hard at work during Event Camp Twin Cities 2011I expect much will be written about the problems encountered with communications with the remote pods at Event Camp Twin Cities 2011 (ECTC) last week. Rather than concentrate on what went wrong, I thought I’d share some ideas on hybrid event architecture that grew from my on-site experience and a long conversation with Brandt Krueger, who produced the event, the following morning. Without Brandt’s explanations, I wouldn’t have been able to write this post, but any errors or omissions are mine and mine alone. I am not a production professional, so I write this post in the spirit of provoking discussion and input from those who have far more experience in this area.

Event Camp Twin Cities hybrid event design

Let’s start with a brief description of the set-up at Event Camp Twin Cities. As with many hybrid events, there were three audiences:

  • The local on-site attendees in Minneapolis
  • Seven “pods” (small groups of people that gathered in Amsterdam, Philadelphia, Toronto, Vancouver, Silicon Valley, and two corporate headquarters)
  • Individual remote audience members

Both the pods and the individual remote audience members viewed the activities in Minneapolis via Sonic Foundry’s Mediasite platform. This product provides, via a browser-embedded player, A/V from the event (e.g. a presenter speaking) alongside additional media feeds (e.g. presenter slides). The flexibility of this technology, however, includes a cost that contributed to the problems encountered at Event Camp Twin Cities. The “real-time” feed delivered to remote attendees was delayed approximately twenty seconds.

During ECTC, individual remote audience members viewed the Mediasite feed and interacted with the proceedings via Twitter as a backchannel, ably assisted by remote audience host (aka virtual emceeEmilie Barta. From the accounts I’ve heard, this channel worked well.

The pods also viewed the Mediasite feed and could interact via Twitter. To provide additional interactivity for the pods, Event Camp Twin Cities set up live Skype calls to the pods. Several pods clustered on one Skype call. When local participants wanted to have a real-time conversation, they switched to Skype, turning off the Mediasite feed. This is like the way a radio show caller turns off their time-delayed broadcast radio once on the phone.

How it worked out

For reasons that are not clear to me, this switchover process did not work well at ECTC. Rather than concentrate on what happened and why, I’d like to suggest another architectural approach for the pods’ experience that may prevent similar problems in the future.

Instead of switching between delayed and real-time channels for the pods, I think that pod <—> local communications should be set up only via real-time channels. One reason that the pods at ECTC use the (delayed) Mediasite feed is that it provided a convenient aggregation of the two broadcast sources needed for any event these days—A/V of what is going on at the venue plus a channel for slides or other supporting materials. That works for the individual remote audience, which only interacts with the event via Twitter. But when you want to have significant real-time, two-way communication between pods and the main event, you have to handle the complexity involved in switching between delayed and real-time channels on the fly.

Possible improvements

Here’s how my approach would work. All the pods would receive a single real-time broadcast channel for supporting materials (slides, movies, etc.) created at the event. You can easily do this using one of the “screen-sharing” solutions in wide use today. The A/V from a “master” computer would broadcast to each pod. And the event would link to each pod via its own two-way channel. This could be a Skype or other videoconference call.

With this architecture, the pods would not receive a delayed feed (i.e. no Mediasite feed), so no switching between delayed and live would be necessary. (Individual remote audience members would continue to receive the delayed feed, as before.) The main event site would need to produce the audio feed, to avoid distracting sound from the pods. But this approach would eliminate the complexities of switching between two channels on the fly.

I think that this approach might be an improvement over the Event Camp Twin Cities 2011 design. It would allow easier spontaneous real-time interaction with the pods while eliminating one potential source of problems during the event. I await with interest any comments from those who understand the issues better than I do.

Hybrid event production professionals, hybrid event attendees, in fact, all event professionals: what do you think?

Thanks, Ruud Janssen for the photo of the production studio at Event Camp Twin Cities 2011!