How and why we got started with live virtual training in our global firm

This week’s Secret L&D manager is German and has been working for one of the big management consulting firms for 13 years. She is part of a virtual L&D team responsible for internal training solutions for a global group of analysts, specialists, and managers across multiple time zones.  In this post, she talks about the need for virtual delivery, the challenges, and the lessons they’ve learned along the way.

When did your organization start delivering training virtually?

When I joined our L&D team four years ago, our department had already been offering live virtual training for about a year. Not everyone in the company was actively using it yet so we were kind of pioneers. The background behind our decision to introduce virtual delivery was that we had, and have, a big group of people who are spread across the world in different countries on different continents. There are people in hub locations, and these hubs are also spread across the world, and there are people who may belong to the same department but are located in some very remote locations.

The training challenge here was that if we used the classical way of offering what we call “residential” face-to-face training to all these people, we would have exceeded our budgets by far. And still we wanted to offer everyone a fair chance of having the same training options as their colleagues. We were actively looking at which trainings could be held in a virtual space and this is clearly linked to which trainings are actually most suited, or most easily converted, to virtual delivery.

We started with so-called hard skills like slide writing, using PowerPoint, Excel etc. but we then also quickly moved into other soft areas too. We were keen to make this move as the virtual approach allowed us to make a continuous learning journey out of a “one-off training” and enabled implementing learning into every-day life – this is clearly the biggest advantage.

So how quickly did you move into delivering live virtual training solutions for soft skills training, leadership development, etc.?

I think fairly quickly actually. Until about six years ago there weren’t any soft skills or leadership training programs for my global group at all because the group was just being established. The first training initiatives were the classical format – residential trainings of one to three days. However, within a year, a live virtual delivery format had been established and then it moved forwards fairly quickly. Nowadays we have a 50/50 split – half is virtual, and half is residential.

What have you learned along the way about organizing live virtual training?

We should split this question into the organizational part and the delivery and facilitating part — but we have learned a lot in both areas! Starting with the organizational side, as with residential training, too, we learned we need to block time with people, and in virtual training these time slots need to be convenient for multiple time zones. Then we needed to find a suitable and reliable tool of course. WebEx was rolled out globally in our company around this time, and we were very happy – it works well with only a few exceptions when people have a poor internet connection. Everyone has the same technology; everyone has the same starting point. This is actually a really big help.

We also learned that there is a difference between delivering the classic virtual training session and what we call a blended virtual format. Let me explain; we had training where everybody was in a different place behind their desks. What we also successfully tried is, for example, having ten people in Boston who wanted to do the slide writing training, and we also had four people in Munich, and three people in Madrid. In some locations we have dedicated video rooms—this means people are sitting on one table and in one corner of the room there is a TV screen and camera. The group in Boston sees the other groups in Munich and Madrid and the other way, too. The facilitator is live in Boston, so one of the locations does have the advantage of having a live facilitator in the same room – but the participants in the other locations have colleagues with them, too – and everyone can see everyone. So when it comes to exercises this “being in a room with colleagues” does have a really big advantage. Colleagues are motivating and challenging each other, and of course we shouldn’t ignore the benefit of group pressure when it comes to participation and focus. People are not checking emails or multi-tasking because there are other people sitting in the room in the same training. And we could offer training to locations where there were too few people to have a face-to-face training.

We did something similar for a “writing proposals” project with a sales team in the Far East. The trainer was in one room and everybody else was in another room. It can work really well.

Absolutely! If the room is set up properly, this comes close to recreating a live residential training. Of course, logistics-wise there can be some difficulties because you first of all have to have a certain number of learners in each office and then people of course change plans last minute etc. But this is similar to the challenges of classical residential training. We also had to book all those video rooms, so they were free at the same time etc. Then an important client meeting comes, and the team is thrown out; so logistics-wise that’s a little bit hard, but we found solutions. In general, the approach worked very well, and the learners said they had a really positive group learning experience.

When you made your first moves into live virtual delivery was there any resistance from people? For example, did you have people wanting to stick with the classic face-to-face training approach?

Of course – and to be quite honest there still is! Often people still frankly ask “Hey I’ve been invited to this virtual training. Is there a live residential training instead?” This is natural because many people prefer to go somewhere else to be really focused, meet people, limit interruptions etc. It’s a much more intense experience, let’s be honest. There was a lot of resistance at the beginning and we still get it sometimes. However, I would say it quickly became accepted – mainly because people have had very positive experiences with virtual training, and they have then shared their experience with others.

This is where we come to the absolute need for good virtual facilitation skills. When we started moving into live virtual delivery, we already had a strong pool of trusted facilitators. Many of them were external vendors who were brilliant in the residential live facilitation, but facilitating virtually is so different. I’m thinking back to a workshop I attended myself on “Virtual Facilitation” run by the American Talent Development Association. This trainer was a radio moderator and he gave tips and tricks on using your voice to make virtual training more engaging. One thing he said—that I have never forgotten—was that facilitating in a virtual environment feels completely awkward. It’s really like being a radio moderator. It feels like you are talking to yourself and you aren’t getting any feedback. He said you need to embrace this, and to accept the silence. You will feel super awkward at first. But people need you to act as a guide. When you ask a question, you have to wait until an answer comes, and you still have to smile into the camera—even if there is no one immediately responding. This is a big change and challenge for many facilitators. And just as with face-to-face training, space and time to think is important. It is just that the time feels longer and different in a virtual training world.

In the early days we invested in our internal facilitators. They got training on how to really adapt to this virtual training context because it requires very different tools and very different styles of facilitation. We also had to train long-term and trusted external vendors on what we needed.

Not every trainer can or wants to make that change – it’s a question of personal preferences. And of course, some trainers are much better delivering training face-to-face than virtually. It’s really a totally different skill.

 

 

In our next blog post this Secret L&D manager share more of her experience and advice on making virtual training a success