THE 5 VITAL ROLES IN ANY VIRTUAL MEETING

Illustration by Phillip Leslie

In my latest book, The Visual Meetings Field Guide: How to Facilitate Great Meetings for Amazing Teams, I laid out the following roles that we have found vital in any virtual meeting or session.

Great virtual facilitation is a team effort. Like the DJ and producer on radio programs, the core duo of facilitator and conductor are at the heart of the virtual experience. Other presenters may add color or interest, and graphic recorders bring their own jaw-dropping magic.

1. Facilitator

The facilitator is the pied piper of the session. They design and deliver the attendee experience, guiding the participants through the work effort and into application. The facilitator determines the outcomes and then helps carry them through. They keep the expedition on track (and on time) and leads them through virtual space.

2. Conductor

The conductor engineers the session. They act as a director or broadcast engineer, changing sets, switching cameras, and acting as hype-man for the facilitator. The conductor helps to build the virtual architecture the participants will move through. They primarily keep their head down, with one eye on the script or field guide and the other eye on the timer. They may also act as DJ, link paster, breakout facilitator and announcer. Even more than the facilitator, the conductor is meticulously aware of the agenda and the details of delivery.

3. Graphic Recorder

The graphic recorder is a scribe, capturing content and reflecting it back in real time. The facilitator needs to mindfully guide participant attention to the graphic recorder. Through constant telepresence, moments of screen share or “gallery walks” the facilitator can share the graphic recorder’s work. The reveal can act as a leg stretch, a Q&A (What do you see? What did we miss?), a wow moment, an energy barometer, or a magic trick.

4. Presenter

Presenters are the special attraction. They are invited into a session as a guest. The facilitator transfers esteem to the presenter through their introduction. A presenter’s main job is to deliver content. Presenters are subject matter experts and usually come with their own slides. Just as in face-to-face facilitations, presenters may need additional information about the meeting or the participants in advance (How many people? Who are they? What are their roles in the company? What are their needs/big wishes?). 

5. Consultant

A consultant is a high-performance thinking partner. In meetings, they post up, brainstorm, listen, reflect, and make recommendations. Consultants are sometimes experts in specialty areas (entrepreneurship, manufacturing, non-profits, marketing, etc.). They aim to deliver supreme value as temporary team members. Consultants may facilitate or co-facilitate, but they never act as the conductor.