We are still learning how to build relationships and communicate remotely. Hervé Borensztejn, partner at Heidrick Consulting, Heidrick & Struggles, offers some advice on best practice.
Virtual meetings (interviews, evaluations, feedback sessions and training) have become increasingly common since the COVID-19 pandemic; in some organisations, they are the norm.
While the rules around these may not differ substantially to those for physical meetings, there is specific best practice to follow. Below are some key issues to bear in mind.
Gather contributions from participants prior to virtual meetings to enhance efficiency. Identify agendas, objectives and action plans and set them out clearly.
Working across borders and continents will mean different times zones, with late meetings for some and early morning sessions for others. Where there are challenging incompatibilities, it may be better to plan separate sessions. For example, notes from early morning meetings could be sent on to those meeting later, to aid communication and continuity.
Online meetings can be more tiring than their in-person equivalents. Conversing over video requires more focus than face-to-face chat, because we have to work harder to process non-verbal cues such as facial expressions and tone and voice. Cap virtual meetings at a maximum of three hours, to include breaks of at least 30 minutes. The facilitator will need to take regular ‘pulse checks’ to ensure full participation.
Holding smaller meetings of six-to-eight people will enhance participation and effectiveness. If the number of participants needs to exceed this, provisions for virtual break-out rooms should be made, to ensure contribution by as many people as possible.
All documents for virtual meetings need to be especially clear, legible and impactful. Ideally, they should be shared in advance, rather than relying on screen sharing during the meeting.
Ask participants to switch on their cameras (where this doesn’t affect call quality). This ensures that participants’ body language and facial expressions are visible and encourages greater interaction.
Call quality varies, so pay attention to any background noise that may disturb other participants. Ask people to mute their microphones if necessary, switching them on only to make a contribution.
The facilitator should pay special attention to inclusivity, inviting quieter individuals to take part by addressing them by name. Bear in mind that some people are less comfortable on camera than others.
Remember that virtual management is new and affects interactions. Everyone is learning how to build relationships and communicate remotely, so we need to be patient, learn from our experiences, and improve practice along the way.