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Planning a Virtual Meeting with Your Idealist Group

Guided Insights gives some ideas on how to maintain enthusiasm and encourage cohesiveness when meeting remotely.

Before the meeting


Ask people to introduce themselves in advance of the meeting/session by setting up a special section on a shared website, or using a web meeting tool
Invite participants to post a photo of themselves, state a few comments about their background, expectations for the team/meeting/course, and other pertinent information. Depending on the culture and comfort level of participants, you may want to ask them to include some personal information as a means of building relationships, such as hobbies or favorite sports
Another variation on the photo theme: Try asking people to send their photos to a central place that others (except the facilitator/leader) can’t see at first. During the first call, you can ask people to try to match the voice to the photo
You can also display the photo of the person talking/presenting if your meeting software allows for this

During the meeting

Greet each person as s/he hops on the call. Ask people a “social” question of each person as s/he joins. (Examples: “It’s 10 below in Boston this morning. How’s Tokyo?” or “Steve, where are you headed for vacation next week?”) However, don’t delay the start time just to prolong this social check-in. Once everyone has joined, or once you’ve decided to begin, you should be ready to jump right in with your agenda
Right before you officially begin the meeting, you may want to announce who’s on the call, time permitting. If you’re using a web meeting tool that allows everyone to see who’s online, you can avoid the verbal roll call
If you choose to start with a traditional ice-breaker type of question for a remote team, try one of these. Some are more appropriate for teams whose members know each other, and some work better for a new team:
What’s one thing you need to share with us to help you be fully present at this meeting?
Give us one word to summarize where you are right now
What achievement are you proudest of so far this week?
Reveal something about yourself that others would be shocked to learn
What really made you laugh recently?
What would you most rather be doing right now?
What’s your favorite food of the season?
Where would you most like to go on vacation if money were no object?
What skills can you contribute to the team that may not be obvious to the rest of us?
At the start of each meeting, ask participants to draw a clock. As each one joins the call, assign a number as s/he joins, starting at 1:00. If you expect more than 12 participants, use half-hour increments. When you want to poll the group quickly, start anywhere on the clock and go in either direction. This is also helpful to remember who you have not yet heard from
Spend time up front agreeing on operating guidelines for this meeting and for ongoing meetings. By creating operating principles as a group, participants will have a chance to learn more about each other’s values and beliefs
Assess the “temperature” of the team intermittently. For example, ask: “On a scale of 1-10, let’s go around the virtual room and ask how close we are to achieving our objectives for this call.” Or if you’re using a web meeting tool, post a quick survey that can be anonymous to assess where people are. For example, using a scale of 1-10, ask about the relative energy level of each participant
Encourage brevity when polling members by asking them to crystallize thoughts or feelings. Asking for the “top one or two things” or “fill in the blank” tend to work well to elicit top-of-mind responses
If some have a limited command of the predominant language, let everyone know that you will paraphrase frequently to ensure shared understanding. Invite everyone to ask others to slow down or provide an explanation, or to admit confusion

Outside of formal (synchronous) meeting time

Invite people to informally check in 10-15 minutes prior to the start of a working session. Or ask them to stay on for a few minutes afterward if they can. Some may relish the opportunity to chat, while others may be anxious to bypass that chat time for “real work”



Have an optional 15-minute call each week dedicated to personal check-ins. Try to avoid Mondays and Fridays. Encourage those who don’t participate on the team calls to join these check-in calls periodically
Use asynchronous team space for communication. This might take the form of a dedicated team portal, or a web meeting room where people can drop in and see what others are saying or asking. You want to pose some provocative questions to encourage people to drop in and “chat” more often

Have everyone leave a brief voicemail to other team members on each Monday or Friday, letting others know what’s up with them personally or professionally—especially if such knowledge is likely to affect the work of the team.

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