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Web Conferencing 101: Learn the Platform Premium Content

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Saturday, March 26, 2011 - by Wayne Turmel

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A discussion of all web presentation software would be impossible; more than 100 different packages are out there, with more added all the time. As if that weren't daunting enough, most of them do version or feature upgrades at least once a year. Instead, let's focus on the main features you can use to make your learning event a success.

Understanding the main features

Here are the main features that you need to learn:

  • audio
  • PowerPoint and document sharing
  • application and desktop sharing
  • whiteboards
  • chat
  • polling
  • annotation tools
  • recording
  • webcams and video.

Audio

The most important part of a web presentation may be the audio. Basically there are two ways to get audio for your web presentation: the telephone and Voice over Internet Protocol (VoIP).

The key to effective audio is to keep your pace crisp and energetic, but not too fast. Also, remember that audio can (and, whenever possible, should) be a two-way tool. Encourage people to participate by asking for feedback in specific situations such as a question-and-answer period. As the presenter, it's your job to facilitate and direct traffic so you won't be interrupted unnecessarily, but people should feel comfortable contributing.

Basic guidelines for using the telephone include:

  • Use a landline phone rather than a cell phone for presenting.
  • Use a headset if possible. You want your hands free to run your presentation tools and to gesture and project physical energy.
  • If you can't use a headset, a speakerphone will work, but be aware that you will pick up all the background noise in your presentation space.
  • If members of your audience are going to use the telephone rather than the audio provided by the platform provider, make sure they know how to mute their phones.
  • There is a difference between "mute" and "hold." A lot of web presentations and meetings have been ruined because someone put his or her phone on hold and all everyone heard was a chorus of beeping or unpleasant muzak.
  • Many companies control telephony costs by using their regular audio conferencing provider for all web meetings and presentations.
  • If you have more than six people on a call, consider muting all callers until you want them to speak.

Basic guidelines for using the telephone Voice over Internet Protocol (VoIP) include:

  • You need a microphone and a headset.
  • Turn off your computer's speakers. Leaving them on and using the microphone in your computer will give you unpleasant feedback and cause significant delays.
  • If you plan to open the microphones for the audience members to participate, make sure they know to use headsets and microphones instead of the microphone in their webcam or laptop.
  • If you're a presenter, you don't need to spend a lot of money on a microphone, but don't buy a cheap one either. A good headset/microphone combination will run you about $40 - $50.
  • You are at the mercy of the speed of people's Internet connection. This type of presentation will work best if you know everyone in your audience has a broadband connection.

PowerPoint and document sharing

This is the most basic feature and the one that most people identify with web presentations. The core of most virtual presentations is a slide show deck that you share with the audience, but you can share any document you create, for example, PDF files or text documents, which can make true collaboration possible. Imagine members of your team seeing you create and make changes to the team charter as you go.

Or imagine showing your team how you created the annual budget, taking suggestions as you go. If you are using animation in your slides, be aware that it may function a little differently in this environment. Be sure to test any animated slides before your presentation to ensure they work the way you intended.

Application and desktop sharing

This allows you to share any type of application on your computer. Imagine you're doing a sales call or conducting a training seminar for a particular technical tool and you want people to experience the product live, in real time. Not only can you show participants the product, but you can also actually let them input data and experience the software for themselves. Application and desktop sharing is one of the most powerful tools at your disposal and the one most presenters fear using. As with any of these tools, rehearse using it before your actual presentation.

Whiteboards

If you're an experienced trainer or meeting facilitator, you have probably consumed a great deal of paper by using flip charts. They're wonderful tools: You can use them for brainstorming, creating lists, giving instructions, and even taking issues offline in "the parking lot." The whiteboard on many platforms gives you the same ability without the environmental consequences. Simply share the whiteboard with your audience and write on it using the text tool.

Some platforms allow you to cut and paste pictures or text directly, but that's an advanced skill that most platforms don't do well. You should know that this tool is prone to lag, so often as much as a minute will pass between the time you type something on the whiteboard and the time it appears on your audience's screens.

An advantage to this tool is many platforms allow you to save the whiteboard as a Word document so that you have a permanent record of your activities. This is great for team meetings, taking minutes, and other functions.

Chat

This tool allows you to come close to the interaction you would experience in a live meeting. It also intimidates many new presenters because they fear losing control of the meeting, and it adds to their stress because they have to follow what's going on in the chat while they're presenting.

The power of using the chat function cannot be stressed enough, especially if you have a large number of participants and want to engage them. Here's the best way to think about it. During a live presentation, some conversation among audience members isn't always a bad thing. That's where you get questions; participants give their own examples and generate energy.

There are even laughs to be had. Yes, it can be disruptive, and it's up to you as the presenter to set the ground rules and facilitate the meeting effectively so things don't get out of hand. It is the exact same thing with online presentations.

The following are four occasions when you would want to encourage people to chat:

  • You want them to be interested right from the beginning. By encouraging them to chat, you send a clear signal you don't want them to just put you on mute and answer email - you expect them to participate.
  • You want to lessen their trepidation about using technology.
  • You want to assess their knowledge without conducting formal polls and assessments - a simple "true or false" or "agree or disagree" question is a great way to make sure you're on point and they're following along.
  • You want them to know each other. In team meetings, they will be a stronger unit for knowing the strengths and weaknesses of other members. Allow them to add input, make comments, or question the speaker.

You have a lot of power as the presenter. If you want participants' input but don't want them chatting with each other, you can use the participant or attendee permissions feature. You can allow them to chat with each other in the public room (where everyone can see everything), send chat messages only to the speaker, or chat with each other privately.

Chat is probably where you'll find the biggest technology gap with your audience. Younger audiences, who spend a lot of time texting each other and chatting on Facebook or instant messaging, will know instinctively how to use the tool, and you probably couldn't stop them if you tried. Less tech-savvy audience members might not be as familiar with the tool. They may not know that LOL is a compliment (it means "laughing out loud") or feel comfortable typing their thoughts. A little patience and encouragement will get them involved.

Polling

This tool allows you to ask questions of your audience and get the answers in a form that is easy to share. You can ask a multiple-choice question such as, "What department are you with?" and see the results as percentages of the audience. Or you can administer quick assessments and quizzes. This is a fairly sophisticated feature and is best used with larger audiences where just asking questions out loud won't let you hear from everyone.

Polling is a good tool for engaging the audience early - it's actually fun to vote and see the answers appear. Audience members won't feel quite so isolated and will have a chance to participate rather than sit passively. This tool also allows you to see the data as colorful graphs, which is a great way to make your presentation more visually arresting.

Depending on the platform, you can either build these polls and questions well in advance of your presentation or log in to your presentation early and have them ready to go. More sophisticated applications like Cisco WebEx Training Center and Citrix GoToTraining allow you to see individual answers to questions (good for training, but you probably don't want to share such information with your audience) and keep transcripts so you can use the data after the event.

Annotation tools

One of the simplest ways to liven up the visuals in your presentation is to use what are often referred to as annotation tools. These include highlighters, which allow you to mark up your PowerPoint slides for emphasis; text tools, so you can write on the slides for brainstorming; and various colorful pointers, check marks, and arrows so you can check off the bullet points as you cover them, point out visual data, and generally give people something interesting to look at.

More than a minute or two looking at the same PowerPoint slide will make even the most dedicated audience member start to tune out. Learning to speak in front of a group while adding visual excitement to your computer screen is a great way to build your credibility as a presenter, generate audience interest, and stay engaged as a presenter.

You can also allow participants to use annotation tools to write on a whiteboard, mark up a PowerPoint slide, or show you, for example, where they think the new swimming pool should go on your design. Remember to ensure your permissions settings are configured to your specifications. This way, you can avoid such distractions as someone mysteriously doodling on the screen because he or she wants to know what that button does. Double check your permissions settings and tell your audience members in what ways and when they can mark up the screen.

Recording

One of the great advantages of a webinar or virtual presentation over an in-person presentation is that creating a permanent record of the event is incredibly easy. There are numerous ways for a webinar to be useful. For example, a webinar can be a training tool to bring new people up to speed. As a meeting tool, it can allow people who couldn't attend the event to view the record of what happened (no more excuses for missing action items!). It can also be a coaching tool for you as a presenter. You can view your presentation as a means of improvement.

Think about what this means for team meetings. No longer will those who aren't able to participate have to rely on meeting minutes or secondhand reports. If people can't attend your event, they will be able to go back and view it at their leisure. Training becomes more than an event - people can access your knowledge on demand. This is a great example of how recorded presentations can have greater reach than traditional presentations.

Plan to record your web presentations for later use. Most platforms make it easy to save recorded web presentations in a shared file or even embed them on websites for archiving. Recording also makes a great training and coaching tool. You can review your recorded sessions and see what the audience sees and hears. Sometimes it can be painful, but there's no better feedback mechanism for presenters. The best part is that if you're unhappy with the results or you do the presentation again and get a better version, recordings are easy to delete.

Webcams and video

These tools hold a lot of promise but are the source of much frustration for both audience members and presenters. They do some things very well (create human connections) and have their difficulties (tend to freeze up). Just know that unless both you as the presenter and your audience have good, high-speed Internet connections, you are setting yourself up for a rough experience with video freezing and computers crashing.

A good way to use your webcam is to turn it on during the beginning of your presentation to create a connection with your audience and then turn it off after introductions. Showing streaming video during a webinar or web presentation is still difficult. Short clips work best, but make sure you test them thoroughly on a variety of computers and with various levels of Internet connection before making them a critical part of your presentation. Use these tools where appropriate, but until the technology catches up with demand, use them sparingly.

Using the features for maximum impact

Having these tools at your disposal doesn't mean you have to use all of them, every time. What it means is that by carefully considering what you're trying to accomplish, you can make smart choices about what to use. Consider the following four types of web presentation and how their various functions could be used strategically to get where you want to go.

General webinars

These presentations are usually one-to-many broadcasts, which means you have a large audience that you want to keep engaged while you get your message across. To do this, you might want to use one of the following tools:

  • Internet audio - this means they'll be listening and speaking through their computer speakers, microphone, or headset. This is becoming more common as the technology improves and more people use laptops with built-in cameras and speakers. It's cheaper for large audiences, and they won't need to speak anyway. Many platforms, like the "GoTo" family of products actually allow you to have a mix of telephone and Internet audio.
  • Webcam - because not everyone at the meeting will know who you are, you want to connect with participants as best as you can.
  • Polling - before launching into your presentation, you might want to know what audience members' level of knowledge or comfort is with the topic. If geographical information is important, polling is a great tool for finding out that information.
  • Chat - encourage comments and examples from the audience as you go along. Don't hold questions until the end, when it's too late to adjust your presentation.
  • Annotation tools - use the highlighter and check features if you're going to be on a single screen for a long time.
  • Recording - post the webinar later for those who missed it the first time.

Sales Demos

These tend to be one-on-one or small group meetings, so you have the opportunity to provide more individual attention and build a connection. These are some tools that work well for this type of presentation:

  • Audio - make it as simple as possible for audience members to connect and speak. You want them asking questions and speaking just as they would on a real sales call.
  • Webcam - if possible, have the audience on a webcam as well. Many platforms allow for two-way video.
  • Share applications - let the prospect play with the tool. If it's as intuitive as you say, let participants feel it for themselves.

Training

All good training follows adult learning methodologies. Engaging the audience frequently is important. Think about what you would do in the classroom and consider these tools:

  • Polling - assess your audience's knowledge and attitude. What do members know about the subject already? How do they feel about it? You can design pre- and post-session quizzes.
  • Chat - let audience members submit questions in writing and by voice. Allow them to talk among themselves in private and in public.
  • Annotation tools - use highlighters, arrows, and the circle tool to help people remember key points and words.

Team Meetings

To get the most input from the audience, you will want to use a combination of tools:

  • Audio - if the meeting is small, keep the phone lines open (ask audience members to mute their phones if there is background noise where they are).
  • Webcam and video - help attendees see each other. If your platform allows multiple webcams, have each person turn on his or her webcam while introducing him- or herself to the group and then turn it off. You can also have attendees do this when asking questions.
  • Whiteboard - keep a running list of action items and topics for further discussion.
  • Application and desktop sharing - when working on documents as a team, actually work on the live document. Audience members find this much more engaging, and they'll see their input being used immediately.

Wrap-Up

Your goal is to communicate exactly the right amount of information to make your point. Understanding your presentation platform and mastering its available tools are vital to that process. Take these next steps:

  • Determine which platform you will use (your organization may have already decided this for you).
  • Understand what features are available to you.
  • Participate in other webcasts to see what other presenters do well.
  • Practice with your specific platform and get comfortable with its tools and features.

You can make the right call about what tools to use to achieve your goal. Furthermore, you'll know you can use them effectively when the time comes.

Web Conferencing 101: Learn the Platform

Communities of Practice:   Learning Technologies

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Authored By:

  • Wayne Turmel
    Wayne Turmel

    Wayne Turmel is best known as "The Cranky Middle Manager," whose podcast is heard worldwide as he interviews top management experts and offers his irreverently humorous commentary on the modern workplace. 

    A seasoned survivor of stand-up comedy as well as corporate sales jobs, Turmel boasts over 15 years of corporate communication experience including work with Fortune 500 clients. He is president of Greatwebmeetings.com, and the writer of The Connected Manager blog on BNET. His work has appeared in Training Zone, America's Best Companies, and Utah CEO, and he has published four books.

    Turmel resides in Glen Ellyn, Illinois.