Start off the meeting with a quick roll call with each person speaking – just name if this is a regular meeting, and name and role or name and something fun if there are any new people.If it is difficult or you might have problems, have a second person on board to help with the technology, so you can remain in the role of the Facilitator. Let me share some of my experience and learnings.įirst, here are some ideas for dealing with the virtual technology: Although I like face-to-face more (I think it is more fun!) I am finding several techniques to engage all participants online which is very exciting. The next live-on-line Advanced Facilitation class is on March 6th & 7th, and the next in-person class is in Chicago on April 29th. I have just taught four BPM Advanced Facilitation courses for BPM Institute (two online and two face-to-face). I began doing BPM facilitation virtually over 10 years ago when I did a BPI project with developers in India and Mountain View, CA. That makes the medium a bit more challenging but it’s the reality of today’s global world. And the Virtual BPM Facilitator needs to do it virtually – not face to face but using telecommunications by phone, by video conference, by Web Ex, or similar tools. So the BPM facilitator needs to know the BPM Methodology, have a structured method of working with BPI teams, be able to coach a Process Owner, and be able to work with the BPI Project Leader toward the improvement targets of the Process Owner. A BPM Facilitator is a person who guides a business process improvement (BPI) project, using the same group process skills and behaviors of a generic facilitator but in the context of BPM. A Facilitator helps participants in a group work together toward the meeting objective by providing a meeting structure, engaging the participants, keeping them focused on the content, and remaining neutral himself.
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