Thursday, 29 October 2009

Making the most of webinars

Like me, you may use webinar (or online meeting) tools as a presenter and if not you've probably attended a webinar as delegate. The hints and tips below include some ideas for using the technology you might not have thought of. By using these ideas or holding more standard presentation style webinars you can maximise the benefits below.

Webinars are a fantastic alternative to face to face meetings and town hall presentations but one problem can be distracted delegates. So below you'll find some ideas to capture their attention to encourage them to focus on your delivery and content.


What are the benefits of webinars?

  • Provide savings of time, travel, accommodation and hospitality costs - significant savings can be achieved. There is some good independent data from Publicare on this
  • Low cost alternative to face to face meetings - particular useful if participants are scattered all over your country or around the globe
  • It's a web based tool so it's not dependent on your organisations network. In fact, a network can sometimes interfere with connectivity so a straight internet connection works well eg from home, conference centre, hotel room etc.
  • Good alternative for large gatherings when presenting to large number of people is impractical. Most tools will accommodate a 1000 people or more
  • Quick and easy to set up - as well as scheduling events you can start an instant webinar
  • No running costs if you use VoIP (PC microphone and speakers/headset) for audio - most applications provide a choice of telephone or VoIP and with some you can mix and match
  • Recordable - non-attendees or delegates who want a rerun can playback both the video and audio from a recording
GoToMeeting/GoToWebinar (GTM/GTW) from Citrix Online is the tool I'm most familiar so gets some specific mentions. It works well for me. Some of the tips below therefore might not apply on other platforms.

Hints and tips - general
  • If you are an organiser or presenter you can attend online training - For GTM/GTW both basic and advanced online training is available
  • Don’t forget that you can show anything from your desktop so in addition to holding presentations and meetings you can provide online training, demonstrate a website, take a customer through an application or collaborate on a project
  • Webinars are often thought of as 'one to many tools' but using the tool on a one to one basis can also be useful. You can use to work jointly on a document or a presentation or to take someone through an intranet or website
Hints and tips - setting up the webinar
  • If you are doing a formal or public facing webinar, a two person team works well. That is, a facilitator and presenter. The facilitator can manage questions, chat, introduce the presenter and close.
  • Don’t forget to check time zones before scheduling the web conference so that it’s in working hours for all the delegates you want to attend
  • If you're organising a webinar give yourself plenty of time (at least 15 mins) to set the session up, ensure all is working and the presenter is relaxed but ready
  • Ensure all noise sources are switched off eg telephones, BlackBerries, printers and if possible lock yourself away in a quiet room
  • Set up a poll so this is ready to launch during the webinar (more on this below)
  • Make sure that any automated follow-up emails are completed appropriately and set up correctly so you can 'forget and fire' (more on this below)
Hints and tips - running the webinar
  • Ensure that opening slide of presentation is displayed on presenter's desktop when webinar starts so that when the switch is made from 'waiting room' to presenter's screen it’s a seamless move to the start of the presentation. Sounds obvious but any other approach can appear amateur and if seen this happen a lot
  • Reducing noise is mentioned above but it's surprising how many webinars are spoilt by presenters rustling papers or in one case it seemed...eating!
  • The facilitator should introduce the webinar and presenter at the start and go through 'housekeeping'. I use a housekeeping template that can be customised as appropriate. This includes how questions will be managed eg Q and A session at end, how delegates ask questions, whether and where a recording and/or presentation will be made available and what delegates should do if there are any technical issues
  • In GTM/GTW, the default is to show your whole screen but you can present a specific application only by selecting an application beneath the Show My Screen button. This avoids desktop clutter, email and IM alerts etc or...
  • If you are showing the whole screen then ensure you close your email client and other applications if you're presenting. I was duly embarrassed once when a message from my lunch date appeared on the my colleagues' screens whilst I was presenting!
  • Some tools such as GTM/GTW offer a chat feature so the presenter and facilitator can use private chat to communicate during the webinar if required
  • In GTM/GTW you'll find that right clicking names on GoToWebinar is the easiest way to do stuff eg change presenter etc.
  • To close the webinar the presenter should thank everyone for their time and attention and discuss next steps (if any), and provide the presenter's contact details (if needed). The organiser should then close the webinar by thanking people once again for attending and then stating something like. 'The Enterprise Social Media webinar is now closed'
Hints and tips - after the webinar
  • Follow up - The follow up shouldn't be an afterthought. Delegates should be contacted to thank them for their attendance and a link to the recording should be provided. Some applications like GTM/GTW partly automate this process and provide templates for email messages.
Best practice - getting maximum value for the webinar
This section is about making the most of webinar technology and making the webinar session work for you and the delegates.The main problem you have as a presenter is keeping the attention of the delegates or delegate distraction. Unlike a face to face meeting attendees have numerous distractions eg email, web, internet, phone calls etc so it's important to do all you can to keep their focus on your webinar. 

Hopefully, the following ideas will help:
  • Interact with your audience regularly and check in at logical points by asking questions of the attendees. For example: 'Does that make sense? Are there any questions so far? Can you think of an example where you might use podcasts.' You get the sort of thing
  • Put the focus onto your audience and make them your priority. For example, don't say, 'I'm going to talk to you about enterprise social media.' Instead say, 'In the next hour, you will learn the four secrets of enterprise social media; the benefits of using social media and collaborative tools; and the mistakes your competitors are making when they implement them.' You get the idea
  • Use the poll feature to get your audience to participate. In GTM/GTW it's easy to set up. It's a very powerful feature and generally I've obtained 90%+ response rate and in under 30 seconds - unheard off response rates with email or web surveys. It's best to use the poll feature to ask people about the content of your presentation eg which social network do you use the most?
  • Unmute the lines half way though the session and have a discussion. For example, discuss the results of the poll you've just run
  • Use drawing tools to illustrate points on presentation or focus attention to items on screen. This helps avoid 'death by PowerPoint' and if done correctly gives the presenter an air of authority and professionalism
  • It's important that your content is understood by delegates so the messages needs to be concise. simple and clear. If you are working from a PowerPoint presentation you should:
    • Have clear short messages on each slide so use large, bold text and have no more than 4 to 6 lines of text per page
    • Use a white background
    • Avoid all animation as this is distracting and add complexity
    • Avoid video as this tends to break up via webinar
Webinars are a great tool that we could all use more. For further help in making the most of webinars or implementing them in your business please get in touch.

Monday, 19 October 2009

Workplace social media and collaborative tools: Will you ride the wave?

In the same way that intranets multiplied amongst companies in the mid to late 1990s, new social media and collaborative tools are going to do the same over the next few years. Early intranets were essentially glorified electronic noticeboards, displaying news, information and policy documents from the 'company' to the workforce. The latest workplace revolution is about connections, collaboration and sharing amongst co-workers and is therefore far more powerful and significant. As Chris Brogan writes in Trust Agents, 'There's a tidal wave coming, and it's made of people.'

This tidal wave will be driven by social media and collaborative tools like instant messaging and webinars combined with shift to a younger more tech savvy population. In less than two years those born between 1981 and 2000, will outnumber baby boomers in the workplace.

Those companies that fail to ride this wave won'r realise the many benefits and will lose competitive advantage to those that adopt and use these tools correctly. So how can companies take advantage? Here are twelve ideas:

1) Social Media Policy
To set the framework for use of social media tools both in and out of the company it's important to have a stand alone policy. This should be both a 'dos' and a 'donts' document where practical use of social media should be encouraged. There are plenty of existing policies and guides available. Some are called 'guides' but I think policy is more appropriate because the document should lay out rules, many of which aren't optional. Depending on the culture of the organisation, a guide in addition to the policy containing advice and suggestions might also be appropriate. But it's not just a document. Understand the culture and what the company is trying to achieve before putting pen to paper.

2) Firewall
Don't act like one of the 54% of companies who block access to social network and media sites (Source: Robert Half Technology) or the multi national who uses Twitter for marketing but denies its sales people access! As well as all the ideas here there are many benefits to be gained and much value realised by using social networks and media externally for marketing and recruitment. Open the firewall.

3) CEO blog
A blog from the leader of the company is easy and inexpensive to set up, but marks an important shift in direction. Employees will read the views and opinons of a person (rather than just another email from Internal Comms) and will get the opportunity to connect by contributing feedback through comments. This paves the way for dialogue between management and employees; something that is often lacking.

4) Podcasts
As an alternative to the thousands of text only messages and announcements that have been emailed or published on the intranet, record a podcast. There are many opportunities such as a round up of the weekly company, a business area announcements, a special message from a member of the board or as an alternative or bolt on to a CEO blog. You can also podcast voice conferences for those that can't attend. The key advantage is that employees can subscribe and once they've done this they'll automatically be able to listed to the latest update. I'll be writing a guide on the mechanics of podcasting in a future post (yes, I know I've said that before).

5) Video
How many years have you had a text and static image homepage for your intranet? It's time to record a video of your CEO or a member of the Board. I think one word sums up the power and advantages...YouTube.

6) Instant messaging - option 1
Introduce internal instant messaging eg Office Communicator to provide a new network for fast and easy communication. Helps build relationships with those in a different business area or country; breaks down silos. For more advantage please see previous post - Email is not the only way.

7) Instant messaging - option 2
If there are technical or cost barriers to setting up instant messaging withing the firewall, then you can use a free alternative - Twitter. Externally facing yes, but you can set updates to private to ensure business confidentially. Using Twitter in this way will provide the same advantages as Option 1.

8) Webinars
Another communication tool, webinars are great for bringing people together in an interactive meeting. The term webinar implies that it's a top down presentation and whilst this is usually the case you can use the tool for online team meetings and project working. Webinar tools such as GoToWebinar include plenty of communication features such as Q and A and online messaging/chat.

9) Twitter
Whilst Twitter is an external facing tool you can use it internally in several ways. Here's 2. Employees can share best practice with others with similar skills and expertise, which as well as benefiting them as individuals adds value to the company. They can also use Twitter to network with potential clients and suppliers.

10) Yammer
Add Yammer or integrate micro-blogging onto your intranet. In effect, a dedicated version of Twitter for your business. For more on Yammer please read earlier post Making the most of Yammer.

11) Social tagging/bookmarking
A method for employees to share, organize, search, and manage bookmarks on and from your intranet. Other internal web resources, tools and internet sites can also be included. Think Digg, Reddit, Delicious and StumbleUpon but inside your firewall. Not as difficult or expensive to implement as you might think, even if not included in your intranet platform.

12) Conference and event reporting
This final idea works for employees inside and organisation by making a connection with the external world. How many times can a colleague make a conference or event that you can't attend? Twitter can be used to report back on conference speeches and events so that colleagues don't miss out. This is a great use of Twitter's real time capabilities and can be used in the same way for webinars too. Reporting often triggers parallel conversations to the event on items of interest - more connections + more conversation = more value.

The twelve points above are just the crest of the wave. There are many ways of using social media and collaborative tools inside an organisation which are only limited by your imagination. Yes, they all require resource or investment but generally costs are low and shouldn't be a barrier to entry.

The question you should ask is: 'What will be the cost of not riding the wave, not using these tools to connect and collaborate?'

Finally, although the technology is exciting - at least to geeky types like me - it's not just about new corporate gadgets. The tools and technology need to be aligned with your business objectives, company culture and internal comms strategy and only then implemented and used in an appropriate way.

If you need more help with understanding the benefits and value or the implementation of these ideas within your business, please get in touch.