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Platform Checklists: AC & WebEx TC 1 Dale Carnegie® Digital
Virtual Platform Checklist for Adobe Connect 9
Adobe Connect is a powerful online meeting tool used to create engaging virtual training. To create an effective learning experience, become familiar with the features and options that are available. Features themselves do not create engagement. It is how they are used that makes the difference!
Listed below are the most common features used to create and deliver an online learning event.
√ Feature √ Feature
Breakout Polling
Chat Recording
Feedback Share: Documents
File Share Share: Screens
Layouts Share: Whiteboard
Pods Web cam
Pods
When to use: Pods are the panels that make up the *layout of the online learning event. Choose from the drop down choices to create an interactive and engaging experience: Share, Notes, Attendees, Video, Chat, Files, Web Links, Poll, Q&A, and Breakout Pods. How to activate:
Click Pods from the menu bar
Choose the type of pod needed
Position and resize as needed *See Layouts below *See Pod Options regarding each type
*Pod Options
When to use: Every pod in Adobe Connect has a Pod Options drop down menu in the top right corner of the pod. Check the options for every pod used in a session to learn how each one functions. How to activate:
Click on the icon for Pod Option
Select the option
Platform Checklists: AC & WebEx TC 2 Dale Carnegie® Digital
Feedback
When to use: The feedback tools are a simple and highly effective way to check in with attendees. Encourage attendees to click the green check any time they are nodding their head in agreement. For example, tell them: “Give me a green check if…” “Let’s applaud your colleagues’ efforts!” How to activate:
Feedback is available by default
Show attendees where to locate them and request they click on the options as applicable
Chat When to use: Chat is one of the main methods of communication in the virtual classroom. Use it for commentary, questions, and conversations. Create “chatversations”! Send links through chat to quickly provide online resources to attendees. How to activate:
Chat pods are included in default layouts
Add more chat pods by clicking on Pods > Chat > Add New Chat
Everyone chat tab is a public chat Note: Private chats occur when placing a mouse over a person’s name in the attendee pod. They appear as separate tabs in the chat pod.
SHARE POD: Whiteboard
When to use: Whiteboard is a verb! Use it for collaborative activities like brainstorming and creative thinking. How to activate:
From a Share Pod
Click Share my screen
Click Share whiteboard
Use the toolbar on the left to annotate Note: See Whiteboard Tools for directions on how to activate them for attendees.
Platform Checklists: AC & WebEx TC 3 Dale Carnegie® Digital
*Whiteboard Tools: Enable Participants to draw
When to use: Enable participants to draw to allow attendees to collaborate and write their ideas and comments on the files shared in a share pod or on a whiteboard. How to activate:
Click Attendee Pod Options
Click Attendee Options > Enable Participant to draw
Select “draw” from the top of the share pod to ensure the whiteboard toolbar appears to the left side of the pod
SHARE POD: Document sharing
When to use: Share documents (for example PowerPoint files) using a Share Pod prepared for interaction with enough blank space for whiteboarding answers to questions, thoughts and ideas. Share other types of files such as videos and .pdf’s How to activate:
Share pods are included in default layouts
Add additional share pods by clicking Pods > Share > Add New Share
Click Share My Screen > Share Document > Browse My Computer and double click the file
Note: See Whiteboard Tools above to allow attendees to collaborate on a shared file.
Platform Checklists: AC & WebEx TC 4 Dale Carnegie® Digital
SHARE POD: Screen Sharing (Desktop, Application, Windows)
When to use: Software training is conducted using screen share. Allow attendees to view the entire desktop, one an application at a time, or simply a window. Attendees do not need to have the software on their computers to view it from yours. For hands-on training however, ask attendees to open their own applications and toggle between the Adobe Connect window and their application as you demonstrate the steps. How to activate:
From a Share Pod, Click Share My Screen > Share My screen and choose Desktop, Applications or Windows
Click back to the Adobe Connect Share Pod to Click Stop Sharing when ready
Platform Checklists: AC & WebEx TC 5 Dale Carnegie® Digital
Polling Multiple Choice
Multiple Answer
Short Answer
When to use: In Adobe Connect you can poll attendees by asking one question at a time. Use several poll pods to ask multiple questions at once. Place them in their own layout if needed. Remember to respond appropriately to the answers and build your comments and discussion into the training experience. How to activate:
Add a poll via a poll pod at any time. Click Pods > Poll > Add New Poll
Resize, position and type the multiple choice, multiple answers, or short answer question and its answers
Click Open
Click Edit if needed
Click View Votes to see individual attendee responses
Click Back to Poll to see the aggregate responses
Check Broadcast Results to the attendees when necessary
Click End Poll
Platform Checklists: AC & WebEx TC 6 Dale Carnegie® Digital
Breakout
A tutorial: http://www.youtube.com/watch?v=aKDlRt3PC9s&feature=youtu.be
Note: Your site may allow more than 5 breakouts. Be sure to verify.
When to use: Working in small groups with other online participants is a great way to apply key learnings from any training event. Use breakouts for activities like role plays, problem solving and case studies where teams work together to create solutions and share ideas. How to activate:
From the Attendees Pod, click on the Breakout Room View button (circled in red)
Use the “+” to add as many rooms as needed
Start Breakouts to prepare the content for each one
Mouse over your name, and then the desired breakout room and prepare the activities for each. (For example, add a share pod, a chat pod, a file share pod as needed)
End Breakouts and return to the Main Room
Mouse over each attendee’s name to plan which breakout they will join
Click Start Breakouts when ready for the activity and End Breakouts to bring everyone back to the Main Meeting
Note: Click Attendee Pod Options before ending breakouts to send a Broadcast Message.
File Share
When to use: Handouts and manuals can be easily provided to attendees using a Files pod. Always load class materials in a file pod for quick access as needed. How to activate:
Click Pods > Files> Add New File Share
Click Upload File and browse to choose the file to share
Attendees click on each file one at a time and then click Download File(s) to save them locally to their computers
Note: Click the Files Pod Options (circled in red) for more options like to remove and rename files.
Platform Checklists: AC & WebEx TC 7 Dale Carnegie® Digital
Web cam
When to use: Using a web cam personalizes an online learning event. It works well for introductions or any time seeing a person or an object would be helpful for learning to occur. How to activate:
Click Pods > Video
Position the pod on the screen
Click Start My Webcam
Click Allow
Preview
Start Sharing
Stop MY Webcam Note: Pay attention to your lighting and what is behind you that will appear on camera. Be sure your face is centered and look into the camera when speaking.
Recording
When to use: Make recordings of your learning events to provide attendees with an archive of the activities for reference and review. It’s also helpful for people who arrive late, or leave a session early. By watching the recording, they do not lose out on any of the session discussion or activities. How to activate:
Click Meeting > Record Meeting
Name the Recording and click OK
Click Pause and Stop from the red dot in the top right corner of the screen, next to the Help menu
To access the recording link, Click Meeting > Manage Meeting Information > Recording
Note: Recordings of interactive online training are not a replacement for that learning event. Adobe Connect Administrators must mark a recording "public" in order for the URL to be accessible for viewing.
Platform Checklists: AC & WebEx TC 8 Dale Carnegie® Digital
Layouts
When to use: Layouts provide a custom look and feel to your learning session. By using multiple layouts, you can add variety and different levels of interactivity in different sections of your learning event. Create layouts by adding pods of different sizes and placing them in different locations on the screen. You can customize and position them according to the content placed in each one. Think of layouts as different rooms in your house where different activities take place. Each has its own look and purpose. How to activate:
Click Layouts from the menu bar
Click Create New Layout
Duplicate an existing layout or create a new one and name it
Build the layout by selecting which pods to add to it
Switch between layouts using the Layout menu or the shortcuts along the right side of your Host view
Note: To save time and create consistency, duplicate existing layouts. You can hide pods that you don’t need.
Platform Checklists: AC & WebEx TC 9 Dale Carnegie® Digital
Virtual Platform Checklist for WebEx Training Center
WebEx Training Center is a powerful online meeting tool used to create engaging virtual training. To create an effective learning experience, become familiar with the features and options that are available. Features themselves do not create engagement. It is how they are used that makes the difference!
Listed below are the most common features used to create and deliver an online learning event.
√ Feature √ Feature
Audio Q&A
Breakout Recording
Chat Share Desktop, Application or Web Browser
Feedback Share File (Including Video)
File Transfer Web cam
Participants Panel Whiteboard
Polling Whiteboard Tools / Annotation Tools
Audio: Use Phone or Use Computer for Audio
When to use: Always require attendees to join audio, whether it is VoIP or a teleconference. Make sure they not only join, but have a clearly audible connection/line, that they eliminate background noise, use a hands-free headset and can control the mute and unmute themselves. How to activate:
Select the options audio based on your account’s options when scheduling the session.
Teleconference: Know the difference between “call me at a new number” and “I will call in.”
VoIP: Avoid using a wireless internet connection and use a high quality headset with noise cancellation.
Note: Attendees always need help understanding how to connect to the audio. Be prepared with a slide or send them the information in advance.
Platform Checklists: AC & WebEx TC 10 Dale Carnegie® Digital
Participants Panel
When to use: Participants Panel is your key to who is online, how their audio is connected and what feedback they are providing throughout the session. Focus more here than on your slides to engage your audience! How to activate:
It is enabled by default. You can minimize it and close it using the buttons in the corners. Click them again to re-open if you lose the panel.
Note: You will see a person’s name appear first, and then either a phone or headset icon. If there is no icon, look for a “call – in user.” That is likely the person with no icon next to their name. This means the person dialed into the teleconference without referencing his/her attendee ID number. Have the person enter it from the Audio Panel in order to connect the phone icon to his/her name. You’ll need this so that breakout sessions will run smoothly.
Feedback
When to use: The feedback tools are a simple and highly effective way to check in with attendees. This is your online connection to the types of non-verbal cues they give during in-person events. Encourage attendees to click the green check any time they are nodding their head in agreement. For example, tell them: “Give me a green check if…” “Let’s applaud your colleagues’ efforts!” How to activate:
Feedback is available by default from the bottom of the Participants Panel
Show participants where to locate them and request they click on the options as needed.
Use the feedback yourself as a way to model the type of interaction you request from participants.
Platform Checklists: AC & WebEx TC 11 Dale Carnegie® Digital
Chat
When to use: Chat is one of the main methods of communication in the virtual classroom. Do not underestimate the power of this simple tool as it can be your main lifeline! Use it for commentary, questions and conversations. Create “chatversations”! Send links through chat to quickly provide online resources to participants. How to activate:
The chat panel is included by default.
“All Participants” chat is a public chat, seen by all people in the session.
Adjust the level of chats available to participants from the attendee privileges in the Participant menu bar option. Enable all chat options for the most effective level of interaction.
Note: Have a Private chat by clicking on the dropdown next to All Participants. Select the name of the person you wish to privately chat with. You will see “privately” in parentheses to indicate who the chat is being seen by. Beware of “All Attendees” chat as anyone who is a member of the panel will not see these messages. All Panelists include host, presenter and panelists. All Attendees is everyone else but the panel.
Whiteboard
When to use: Use this tool for collaborative activities like brainstorming and creative thinking. Remember that whiteboard is a verb. Whiteboarding answers and ideas is one of the most effective ways to gauge participation levels. It not only provides immediate responses, but it is also easy to save results and refer back to them at a later time. How to activate:
From the Share menu.
Click Share > Whiteboard.
Also, create .PowerPoint slides with enough blank space that provides participants with enough room for whiteboarding their ideas!
TIP: Have participants place their WebEx pointers on the whiteboard space prior to typing a response. This is called “claiming their real estate” and will keep them from typing over one another.
Platform Checklists: AC & WebEx TC 12 Dale Carnegie® Digital
Note: See Whiteboard (Annotation) Tools for directions on how to activate them for participants.
*Whiteboard Tools / Annotation Tools
When to use: Enable the “Annotation” privileges to allow participants to collaborate and write their ideas and comments on the files shared or on a whiteboard. How to activate:
Click the Participant menu.
Click Assign Privileges.
Select Annotate and then click OK.
Platform Checklists: AC & WebEx TC 13 Dale Carnegie® Digital
Share File (Including Video)…
When to use: Share files (for example PowerPoint files) that are prepared for interaction with enough blank space for whiteboarding answers to questions, thoughts and ideas. Files can be annotated upon for increased interaction and engaging activities. Use compelling images rather than words and ask your participants to respond using the chat, the feedback, and the whiteboard tools. How to activate:
Click Share > File > Browse My Computer and double click the file.
Note the type of files that are recognized and compatible with WebEx by clicking on the dropdown next to “Files of type” on the bottom of the dialog box.
Note: See Whiteboard Tools above to allow attendees to collaborate on a shared file. TIP: Develop the slides to be uploaded in this way so they become the “working space” for the event. There is no need to share the PowerPoint application unless you need to use the application itself, for example to teach it.
Platform Checklists: AC & WebEx TC 14 Dale Carnegie® Digital
Share Desktop, Application or Web Browser
Stop Sharing:
When to use: Software and systems training is often conducted live online using desktop, application or web sharing. Allow attendees to view the entire desktop, one application at a time, or even a web page since the person presenting controls the navigation of it. Think of it as if others are looking over your shoulder as you present from your computer. They see your mouse, and if you are desktop sharing, any popups you may get. Be careful! Attendees do not need the software on their computers to view it from yours. For hands-on training however, ask attendees to open their own applications and toggle between the WebEx window and their application as you demonstrate the steps. How to activate:
From the Share Menu, click My Desktop to share all applications on your computer, then Application to choose which one at a time you would like to show, or Web Browser to launch your browser and navigate to a web page or a *web-based application.
Click Stop Sharing when ready to return. Note: When sharing a web-based application using Share > Web Browser, if the application needs to use another application that is not we- based, it is best to use Share > Desktop to ensure that window is also seen by the participants. Share > Web Browser only shares web pages in the browser.
Polling
When to use: You can survey attendees with prepared questions and answers using Polling. Create the polling files (.adp) in advance and use them repeatedly in your live online sessions. WebEx poll files can include one question, or many on the same file. Those questions can be multiple choice, multiple answer or short answer. Remember to respond appropriately to the answers and build your comments and discussion into the
Platform Checklists: AC & WebEx TC 15 Dale Carnegie® Digital
training experience. Avoid polling just to “get interaction.” How to activate:
Preload any previously created polls on the polling panel prior to the session.
Open each poll from the polling panel at any time during the session.
Click Open.
Click Edit if needed.
Click on the polling status boxes (…) at any time to see who has not started, is in progress or has finished the poll.
Click Close Poll and determine which results to share with attendees.
Note: The polling results can be saved in various formats to be used in different programs. Be sure to click file > save > polling results as needed. TIP: Download the WebEx Poll Questionnaire Editor from your WebEx Training Center site under Support > Downloads. A Host login is required and the editor is found in your computer’s list of programs. This will allow you to create polling files without have to first launch a live WebEx session.
Breakout
When to use: Working in small groups with other online participants is an effective and engaging way to apply key learnings from any training event. Use breakouts for activities like role plays, problem solving and case studies where teams work together to create solutions and share ideas. How to activate:
From the Breakout menu options, click on the Breakout Session Assignment.
Click Add Session to add the number of sessions needed.
Select each participant’s name, then the room he or she needs to join and then click the “>>” button to add him or her to the assigned breakout room.
Platform Checklists: AC & WebEx TC 16 Dale Carnegie® Digital
A short and simple tutorial: https://www.youtube.com/watch?v=LQnTrL1Jyk8
Click OK once all the rooms are planned.
All the rooms and their assigned presenters and attendees will be listed on the Breakout Panel.
Start Breakouts when ready.
To join each breakout select it and then click Join.
Leave each breakout and return to the Main Room.
Send a Broadcast Message from the Breakout Menu as needed.
End Breakouts when ready.
If a whiteboard or .PowerPoint slide was shared in the breakouts, request each attendee Share Breakout Session Content from the Breakout Menu during the debrief.
Note: Be sure to mark “Let others join the breakout without invitation from the ‘Options for: All breakout sessions’ so that latecomers can join a breakout once it has started. They join just as you would. They choose the breakout, then click Join. TIP: Create a slide in your visuals that includes two sets of instructions for all breakout activities: 1. Activity instructions. 2. Technical directions. Refer to the example activity below:
File Transfer
When to use: Handouts and manuals can be easily provided to attendees using File Transfer. Load class materials for quick access as needed. How to activate:
Click File > Transfer (must be Presenter).
Click Share File and browse your computer for the file to upload. Double click to add it.
Platform Checklists: AC & WebEx TC 17 Dale Carnegie® Digital
Attendees click on each file one at a time and then click Download to save them locally to their own computers.
Note: The number in the bottom right corner indicates how many attendees have the file transfer window open. Ask them to close it once they have the file so you know when they are done!
Web cam
When to use: Using a web cam personalizes a live online learning event. It works well for introductions or any time that seeing a person or an object would be helpful for learning to occur. How to activate:
Click the video icon and note that it changes to green when it is sending a live feed.
Press the video icon again to turn off your camera.
Click the options button in the top right to make changes to the picture.
Note: Pay attention to your lighting and what is behind you that will appear on camera. Be sure your face is centered and look into the camera when speaking. TIP: Prepare participants ahead of time before asking them to be on a web cam. No one appreciates the surprise!
Platform Checklists: AC & WebEx TC 18 Dale Carnegie® Digital
Recording
When to use: Make recordings of your learning events to provide attendees with an archive of the activities for reference and review. It’s also helpful for people who arrive late, or leave a session early. By watching the recording, they do not lose out on any of the session discussion or activities. How to activate:
Click the REC panel to open the Recorder.
Press the red button to record.
Click Pause and Stop as needed.
To access the recording link, login as the host to your list of sessions in My WebEx > My Training Sessions and locate the recording.
Note: WebEx Hosts must mark a recording "public" in order for the URL to be accessible for viewing.
TIP: Recordings of interactive online training are not a replacement for that learning event. Avoid thinking that a recording will impact learning in the same way it did for those who attended live. It does not replicate the live interaction. Most people do not watch a recording for more than 10 minutes.
Q&A
TIP: Use the chat instead of this panel to create an open dialogue and a more interactive learning event. Use the Q&A when the environment needs to be more “private” or controlled.
When to use: The Q&A Panel is used for controlling the questions the audience views. Use this feature for large online events where there is a group of people helping to answer questions. Webinars for marketing and sales, or large online organizational events where publicly shared questions would not be appropriate.
How to activate:
Click the Q&A panel to open it and view the questions.
Attendees do the same and type questions in. They do not see other attendee’s questions until answered by a member of the panel.
A panel member needs to select the question, decide whether to answer it publicly or to “send privately…” and then type an answer.
Click Send to share the answer.
File > Save > Q&A to save a record.
Note: Attendees often get confused when they do not see other attendee questions. Be prepared to explain that!
Platform Checklists: AC & WebEx TC 19 Dale Carnegie® Digital
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