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TRANSCRIPT
Jeanne [email protected]
Apr 2020
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Jeanne Allen
Facilitator-Consultant-Trainer
Jeanne@
JeanneAllenConsulting.com
How to Have a
Successful Online Board
Meeting
Jeanne Allen- Trainer, Facilitator, Speaker
Jeanne Allen Consulting @jeanneallennc
4. led 10+ virtual meetings
• Embrace the Consent Agenda
• Schedule important discussion for when the board is fresh
•No surprises!
•More prep needed for online- less room for spontaneous
Tips for EveryBoard Meeting
2. What makes a bad board meeting?
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Jeanne [email protected]
Apr 2020
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5. Security: Are there
security issues?
During the Meeting
ICEBREAKERS
1. Take a picture of your shoes2. Take a picture of object on desk
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Jeanne [email protected]
Apr 2020
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Which view?
During the Meeting
Facilitator
Note taker
Technical
support
Timekeeper
Yoda
Good practices-rules of engagement
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1. Co-Create ground rules
2. Use
names
3. Poll the
group
6. Create
common visual focus
7. No Multi-
tasking7
5. Be camera ready
4. Facilitator
role
8. Supplement with other
virtual coms
Decision Making
0-2 =lack of consensus 3-5= consensus
0= No way
1= serious concerns; let’s talk
2=have some issues to talk about
3=Neutral
4= Really like this idea
5= This idea fits our needs best
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Jeanne [email protected]
Apr 2020
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Facilitation
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What are some quick
tips for keeping remote
participants engaged?
What worked best in this mtg?
What could we improve?
.
Tools for Remote MeetingsCollaboration Communication Mtg Platforms
Nitty Gritty Team building
Sharing docs (Box, Google), planning decision making, brainstorming,
Group chat, video calls, polling, visuals, texting, voice
Zoom, Skype, Teams, Hangouts, WebEx
Access, passwords, project mgt, workflow, security
Breakouts, chats reflecting, sharing, appreciation
Icebreakers, facilitator, roles, whiteboards
Misc
https://www.collaborationsuperpowers.com/tools/
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Jeanne [email protected]
Apr 2020
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1. Screen sharing2. Project task
management3. video conferencing
4. Team messaging/ collaboration
5. Collaborative writing6. White boarding7. Mindmapping
8. Instant messaging9. Text chat10. Send large files=
WeTransfer
11.Filesharing-Dropbox, Box, Google Drive,
12. Document sharing13. Web presenting-
Slideshare
Online
Collaboration
Possibilities
1. Identify what makes a good meeting
2. Virtual meetings need good facilitation
3. Plan ways to keep people engaged and focused
4. Be ready for tech challenges
Closing thoughtsWhat is one idea, technique or tool you can try out between now and next meeting that can help your virtual board meeting be more successful?
Jeanne Allen- Trainer, Facilitator, Speaker
Jeanne Allen Consulting @jeanneallennc
Board or Staff Retreats, Strategic PlanningMeeting Design and Facilitation, Keynote Speaking
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