Since writing the August 6 post some four months ago I’ve learned much more about Zoom as a video conferencing resource. For example, I know from experience that Zoom can even make bringing off a full-fledged, daylong virtual strategic governing team – board, CEO, and executive team – retreat possible But I’ve also learned that the preparation required to bring off a successful Zoom retreat is a quantum leap from preparing for a two or three-hour video work session.
For example, a recent seven-hour Zoom virtual governance improvement retreat I designed and facilitated employed six breakout groups, two groups meeting concurrently in each of three different rounds. Technically, Zoom was up to the challenge, making it relatively easy to hold concurrent meetings of breakout groups involving pre-assigned participants meeting in different virtual rooms. Zoom, as many of my readers no doubt know, even makes it possible to ensure that breakout group deliberations do not exceed the allotted time by building in an automatic cutoff with a one-minute warning that the group’s deliberations will soon end – with the automatic disappearance of the virtual rooms and automatic re-appearance of the plenary session.
Although the Zoom mechanics are a piece of cake, the human factor is anything but. If you expect breakout deliberations in a virtual retreat to generate rich content that your organization’s strategic governing team can use in fashioning follow-through action initiatives, you’ll be well-advised, in my experience, to:
- Make sure that each breakout group you employ in generating content is guided by a detailed charge consisting of specific jobs. For example, one group I worked with was assigned to do three tasks related to board performance management: making a list of governing performance targets that board members should hold themselves accountable for; identifying guidelines for communication and interaction among board members; and mapping out a process that the board could employ in monitoring its governing performance.
- Make sure each board member assigned to lead a breakout group is well-matched with the group she is assigned to lead, in terms of both expressed interest and demonstrated knowledge.
- And ensure that each breakout group leader is well-oriented in advance of the retreat, in terms of the specific jobs each group is expected to generate and the facilitation guidelines that will help to ensure the group’s success.
Would an in-person retreat produce richer content than a virtual event? No doubt. But if circumstances demand a virtual retreat, you can make sure, with adequate preparation, that it is a substantively powerful event.