Online Workshop Facilitation Guide
Developed by EDC's Center for Online Professional Education

Facilitator Roles and Strategies |  Expectations for Participants

Facilitator Roles and Strategies

Online course facilitators, like classroom teachers, play a variety of roles. In the online medium, it is possible to divide the roles among several people. Whether or not there will be one or more people responsible for the online course, it is helpful to consider all of the various roles and strategies that go into successful online facilitation.

Facilitator Roles

Strategies

Greet and encourage participants.

Make everyone feel heard.

Create a comfortable environment.

  • Publicly respond to each person’s messages in the beginning of the course. After everyone is comfortable, responses can become more global.
  • Show your personality, so people feel like they know you.
  • Respond to initial introductions using them as a springboard for discussion.
  • Use bios, photos, introductions, emoticons (gestures represented via text), and an informal and friendly tone.
Foster communication between and among participants.
  • Phrase responses to encourage further responses from participants, and draw connections between participants’ comments.
  • Avoid "over-facilitating", i.e., don’t answer every question and settle every point so there is nothing for anyone else to say. If you respond to one question, push the discussion forward by raising another.
Provide behind-the-scenes support via email.
  • Email is a good way to respond to individual problems, or to prod people into participating without embarrassing them.
  • If participants start saying interesting content-related comments via email, encourage them to post their comments to the discussion to share their ideas with the rest of the group.
  • A weekly email sent to the entire group can launch each new session and direct participants to the appropriate part of the web site. (These are handy reminders for people who might otherwise "forget" that a new session is starting.)
  • Email is a good way to gather feedback about whether the workshop is meeting participants’ expectations, so that adjustments can be made if necessary. A good time to do this is halfway through the workshop, or if suspicious symptoms arise, such as dramatic absenteeism for a week or more.
Model desired type of interactions.
  • Pay attention to the tone of messages that you post, as a way of setting the workshop tone globally.
  • Being respectful, inclusive, and making connections between participants’ comments will model this type of discussion for the participants as well.
Keep the workshop alive; prevent stagnancy.
  • Post "acknowledgement" messages to participants’ comments, even if you don’t have anything fancy to contribute on that point.
  • Be aware of time—participants usually don't check the discussions as frequently as facilitators do. Don’t let the lulls last too long though. If you keep the discussion alive, this is an incentive for participants to check more frequently.
  • The facilitator, or at least one member of a team of facilitators, must read and contribute to the discussion every other day (minimum).
  • Keep the majority of all communication in the public forum. Do not dilute the discussions with too much one-on-one email with participants.
Keep the discussions on track.

Rein in long digressions.

Push people forward on the topic.

  • Act as a parabola, reflecting the energy back towards a central focal point.
  • Be creative with limited tools for getting people’s attention. Use subtle/humorous messages, or perhaps a humorous graphic/photo. Send personal email if necessary.
Guide participants through the curriculum. Provide "we are all together" moments, such as:
  • collaborative, consensus-building activities
  • discussion summaries
  • email messages that provide closure and thanks for previous session, and introduce and provide encouragement for the next
  • surveys
  • synchronous sessions
Make sure the audience and the curriculum are in sync.
  • Observe participants’ behavior and responses to assignments, and adjust facilitation strategies and/or curriculum content and presentation as necessary.
  • Encourage participants to explicitly reflect on the course experience and provide feedback (either in the online discussions or via email to the facilitator).


Expectations for Participants

Depending on the course content and goals, participants may be expected to play a variety of roles. Course designers and facilitators should not simply "assume" that participants will have certain characteristics or will behave in a certain way. Rather, expectations should be clearly communicated to participants. The following are some considerations to keep in mind.

Basic Requirements

Online courses require access to a computer that can log onto the Internet, and a base level of technical knowledge and comfort. Participants must be comfortable using email and navigating the Internet using a traditional web browser. If participants do not have these skills, then local mentors should be made available for training and troubleshooting.

Most computer experiences include elements of both excitement and frustration. Facilitators and course designers should find out as much as they can about the technical sophistication of their participants, and design activities accordingly, in order to maximize excitement while minimizing frustration.

Time Commitment

Participants should be well-informed about how much time they will have to spend on the workshop. Facilitators can suggest time-management strategies, such as scheduling specific times to check the discussions, printing the readings to do them offline, etc.

Individuals or Teams

Depending on the course content and activities, in some cases participants may do the bulk of their work individually, while in other cases they may work in teams for either part or all of the workshop. The decision to include a team component should be closely tied to the course goals. For example, a workshop designed to help participants build district action plans to address a particular issue would benefit by having participants work on their action plans in teams composed of representative constituents and stakeholders. In addition to considerations of course goals, when using teams attention should be paid to logistics. Will teams be expected to meet in person or entirely online? What kinds of online technologies can be used to facilitate their virtual collaborations? It may be useful to have designated responsible team coordinators.


© Copyright 2000 Education Development Center, Inc. (EDC).