Hi, I am Barbara Klugman. I work freelance at Barbara Klugman Concepts, offering strategy and evaluation support to social justice funders, networks, and NGOs. I live in Johannesburg, South Africa – currently, like many of you, under lockdown – and work with a mix of international and African groups. On 16/17 March, I was due to run a theory of change workshop in London with the Urban Policy Programme of WIEGO – Women in Informal Employment: Globalizing and Organizing. Instead we ran it online with everyone at home (Brazil, Canada, Italy, South Africa, US). Here, with their permission, I share some key lessons from our evaluation.
Hot Tip – Make space for the personal
Effective thinking online requires calm, trust, listening, and honesty. Even with a group who know each other well, in the shock of COVID, we made time to share each of our country’s political responses and the community, family, personal and work impacts we were feeling. The agenda’s 10 minutes intro shifted to 35. It was essential.
Hot Tip – Break up the time allowing individual and couple thinking
To build a shared language and understanding needs lots of space for thinking, reflection and listening. Each person may have highly nuanced, contextually-specific ways of seeing, thinking, and implementing their theory of change. Programming in big pieces of time for people to do some writing and thinking alone and then share their written texts with everyone else allowed all participants to see each other’s deep knowledge. This may be particularly critical when the actual conversation is taking place in people’s second language. Similarly, we worked online in twos. Couples then shared their work with everyone else to add, critique, and draw conclusions. This helped ease the exhaustion of having to listen for hours at a time (often with bandwith not strong enough to enable use of video). By doing pieces of work separately and then bringing it together in writing that everyone could read on their own or through shared screen, we enabled everyone’s substantive participation.
Hot Tip – Use more days and less time per day
Don’t plan to meet for a whole day. In our case, time zones would have made this hard. Energy makes it impossible. In retrospect, I would have run it over 3 rather than 2 days, using probably 2.5 hours max as a group online, and 2 hours of working separately alone or in couples.
Cool Trick – Strong facilitation
Participants repeatedly named strong facilitation as having been essential to the group achieving the workshop’s objective. They noted key dimensions of this such as being ‘extremely welcoming’, providing ‘a safe space’, ‘fishing things out that we needed to put in writing’, ‘respectfully say to the group, “let’s not go down that route”’; and ‘ability to pick up issues and move the group forward’. In my view, this applies as much in face-to-face workshops, but facilitating well online means being constantly aware of objectives, tone, and of each participant, without the benefit of being able to read individual and inter-personal body language.
Rad Resource: I found this after my workshop. Irrespective of platform, it’s useful: Facilitating Remote Workshops
Now it’s your turn: Are there any tricks you’ve learned or sage advice you’ve acquired as you facilitate meeting virtually? Share with us in the comments below or in our brand new Evaluators’ Slack Channel, where you can comment, share links, and even upload resources. It’s easy to join and free to use. We’ll see you there!
Do you have questions, concerns, kudos, or content to extend this aea365 contribution? Please add them in the comments section for this post on the aea365 webpage so that we may enrich our community of practice. Would you like to submit an aea365 Tip? Please send a note of interest to firstname.lastname@example.org. aea365 is sponsored by the American Evaluation Association and provides a Tip-a-Day by and for evaluators.