Run Meetings & Workshops with Microsoft Teams and Whiteboard

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David Ross

2:51:50

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1. Introduction to the course and outcomes

1. Introduction and outcomes from course.mp4

03:20

2. Module 1 - Key concepts, introducing POISED and your online toolkit

1. Key concepts - Introduction to POISED methodology and online toolkit.mp4

08:19

3. Module 2 - Prepare for your session, enable better outcomes and reduce stress

1.1 udemy course workbook.zip

1. Defining the Purpose for your session.mp4

05:40

2. Defining tangible outcomes from the session.mp4

07:13

3. Identify Questions to be collectively answered.mp4

06:14

4. Ensuring correct stakeholders and attendees are engaged.mp4

05:31

5. Why we should use exercises.mp4

04:24

6. Understanding the foundations that make up exercises.mp4

07:24

7. Exercises to gain and share knowledge.mp4

03:47

8. Exercises to analyse issues.mp4

02:55

9. Exercises to generate new ideas.mp4

04:13

10. Exercises to make democratic decisions.mp4

01:27

11. Exercises - powerful methods to select the best ideas.mp4

02:04

12. Exercises to check for concensus and agreement.mp4

02:16

13. Exercises to define ideas and actions in more detail.mp4

01:53

14. Exercises for introductions and icebreakers.mp4

03:43

15. Feedback exercises to improve your facilitation skills.mp4

02:04

16. How to create a feedback survey.mp4

03:43

17. Consider using prepost session exercises & walk through the exercises to test.mp4

04:56

18.1 create a detailed plan.xlsx

18. Create a detailed plan for your session.mp4

05:26

19.1 Invitation template.docx

19. Create the invitation and workshops assets to guide attendees.mp4

03:49

20. Example of workshop assets and summary of Detailed plan phase or preparation.mp4

08:31

4. Module 3 - Leverage the collaborative functions in teams and whiteboard

1. Introduction.mp4

00:31

2. Setting up a Team call and exploring meeting options to improve experience.mp4

03:05

3. Setting up a whiteboard which is sharable ahead of the session for prework etc.mp4

02:15

4. How to present yourself profesionally, create and use a custom background.mp4

02:08

5. Adjusting audio and video settings of your system for optimal quality.mp4

01:07

6. How to share content in a session or enable someone else to share.mp4

01:26

7. Using the raise hand feature and how to identify and handle intrusive noise.mp4

02:03

8. Recording a session and considerations, taking notes and the attendance report.mp4

02:39

9. Deploy sticky notes, text overlay, two voting methods and importing images.mp4

05:22

10. Using and adapting standard whiteboard templates and importing your own.mp4

04:48

11. Insert links e.g surveys, Using Pens and smart shapes, Insert and use videos.mp4

03:11

12. Using follow me and collaborative cursors to stay in sync and track engagement.mp4

03:17

5. Module 4 - Facilitate a session that provides a great experience and outcomes

1. Greeting people who arrive early, opening effectively and managing time.mp4

06:48

2. How to building rapport, support attendees thoughout and maintain energy.mp4

03:40

3. Maintaining impartiality & providing clear instructions on tasks.mp4

03:10

4. Dealing with difficult behaviours and leverage conflict to improve outcomes.mp4

09:41

5. Taking notes, priming and supporting people with actions and effective close.mp4

06:01

6. Module 5 - Action to take post your session

1. The steps to take post session activity as a facilitator to maintain momemtum.mp4

06:51

7. Module 6 - Conclusion and takeaway pack

1.1 A six-step guide to design better meetings and workshops.pdf

1.2 create a detailed plan.xlsx

1.3 etiquette slide and break slides.pptx

1.4 Invitation template.docx

1.5 Seven Sites for Free Photos to use in creation of custom guiding assets.pdf

1.6 udemy course workbook.zip

1. Overall course summary and take away pack.mp4

04:55

Description

Design,create and facilitate online sessions that provide a great experience & produce outcomes using Teams & Whiteboad

What You'll Learn?

Create outcome-focused robust sessions using the POISED® methodology, mitigating the reasons sessions fail to achieve outcomes & reducing facilitation stress
Ensuring your Purpose and Outcomes are clear and fit with the bigger picture the session is part of
Learn to Identify questions that, if answered, get the group to outcomes in the session
Ensure you have the correct stakeholders and attendees to get outcomes in your session and post-session
How exercises help you, how they work "under the bonnet". Enabling you to select the most suitable activities for your session
Understand how to use a range of joint exercises for problem identification, problem-solving, solution creation and innovation
How and when to use the collaborative features in the whiteboard, including the latest features like "Follow me", Timers, Collaborative cursors
The facilitation skills to practice in the session to provide an engaging experience and more importantly, lead everyone to productive outcomes
Understand the steps you need to take to ensure momentum in and post-session for any actions, ensuring progress for you and your organisation
How to leverage feedback to enhance your session creation and facilitation using short surveys etc
Understand tips and tricks that will prevent your session from going off track and enable a better attendee experience

Who is this for?

This is designed to take a novice who has never facilitated a session or used MS Teams or Whiteboard on a journey to produce outcomes and develop higher-than-average facilitation skills

More details

Description
This course addresses the reasons workshops and meetings fail to produce outcomes by providing a fail-safe methodology designed for those within organisations to ensure that workshops and meetings are both collaborative and productive.
Part 1)Â Design and prepare for your session
We understand how to optimise your PCÂ Setup
You will work step by step through designing each session with POISEDÂ®, the six-step methodology that encompasses
Purpose: we cover making sure the session is relevant to your client, organisation or partners
Outcomes: we will learn to define realistic and measurable outcomes for the session that achieve buy-in from participants and deliver business value
Identify Questions: we will identify questions that if collectively answered by attendees, will deliver those outcomes
Stakeholders: we select attendees by their ability to answer questions or their power and interest to drive outcomes
Exercises: we leverage collaborative exercises that give everyone a voice and answer the questions in the most expedient and collaborative way
Detailed plan: we document a detailed logical plan for the session to ensure the session is robust and also to reduce the stress of facilitating on the day
Part 2)Â Leverage Microsoft Teams and Whiteboard
Once your session is prepared, we will explore and understand how to leverage the array of collaborative features of Microsoft Teams and Whiteboard, including
Setting up a Team meeting and tuning the meeting options
Setting up a Whiteboard ahead of the session
Sharing content
Presenting yourself professionally
Recording the session
Live note taking with automated sharing
Optimising sound and video
Raise hands feature and identifying noise
Collaborative cursors andÂ "Follow me" to track and ensure engagement
Leveraging built in templated or importing your own
Sharing video in a whiteboard
Using Pens and perfect shapes to make the facilitation more professional
Part 3)Â Facilitate the session to provide a great attendee experience and ensure you achieve tangible outcomes by the end of the session
We will understand the specific skills to develop to facilitate a great session, covering aspects such as
Greeting people effectively, building rapport, opening effectively, managing time, supporting people, maintaining energy, maintaining impartiality, providing clear instructions, dealing with difficult behaviour, leveraging conflict to get even better outcomes, priming attendees for progress post-session, closing the session effectively
You will be able to run collaborative sessions that are focused, flow well, and provide an all-round great experience!
Part 4)Â Post-session activity
We will go through the steps required to ensure momentum is not lost by yourself or other attendees on any post-session activities and how you can learn from each session in order to enhance your skills as a facilitator.

Who this course is for:
This is designed to take a novice who has never facilitated a session or used MS Teams or Whiteboard on a journey to produce outcomes and develop higher-than-average facilitation skills

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David Ross has over 20 years’ experience in business. When leading an innovation programme at one of the world’s largest tech comms firms, he and his team ran hundreds of workshops. The experience taught him the power of collaborative workshops, but he also noticed the lack of a methodology to assure business outcomes.He then created, tested and refined the POISED® methodology and founded Simply Workshops Ltd, which has since helped individuals from all over the world run more productive workshops.David holds a Postgraduate Business Diploma and has formally studied Innovation through MIT and the University System of Maryland. He has also earned degrees in Engineering and Law. David enjoys cooking Thai food for guests and tropical gardening in his free time.

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