Virtual Facilitation

How do I prepare for my first virtual facilitation?

first virtual facilitation prep

Preparing for your first virtual facilitation involves mastering platform tools, planning frequent interactions, and shifting from presenting to engaging learners.

Facilitating virtually is more than just “going online.” It requires confidence with technology, a mindset focused on connection, and a clear strategy for keeping learners involved. Start by mastering the platform’s core tools—polls, chat, whiteboards, breakout rooms—and rehearse transitions and timing. Design your session around frequent interaction, not passive delivery.

Partnering with a virtual producer can help you stay focused while they manage the tech. And don’t forget to practice: even one dry run with a colleague can increase your confidence significantly.

Preparation Checklist:

  • Platform Practice: Know how to use chat, breakouts, annotations, and screen sharing.
  • Plan for Engagement: Design interactions every 3–5 minutes.
  • Work With a Producer: Let them manage tech while you focus on facilitation.
  • Do a Dry Run: Practice timing, transitions, and energy with a colleague.
  • Shift Your Mindset: Facilitation is about learner experience, not just content delivery.

Additional Resources: