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Introduction
Sometimes, such as our Global DPCA Meetings, we need to combine remote WebEx participation with a gathering of people in a conference meeting room. This becomes much more complicated than when remote individuals are each sitting in front of their own personal computer.
Participants in a meeting room can easily forget about the remote participants on WebEx. Having dedicated WebEx moderators will help keep the meeting together and create a more positive experience for everyone.
These moderator tips are intended to provide orientation and guidance to moderators who may be new to WebEx and help them to create a successful and productive meeting.
Key Points to Remember
Make sure that people in the room do not forget about remote WebEx participants
Make sure that all speakers in the room use a microphone AT ALL TIMES, or remote participants cannot hear anything
Make sure that remote participants do not disrupt the room with audio-feedback or other noise
Keep everyone engaged and communicating with each other – but don't flood the chat box
Always use the chat box to "Everyone" to request **Hand Up to manage the speakers queue
Know how to reach one of the in-room technical specialists in an emergency
Moderator Responsibilities
WebEx moderators are responsible for helping to make sure that there is smooth communication between people in the room and the remote WebEx participants – you are the "bridge" between these two groups
Much of the communication for remote participants will be in the WebEx Chat box, so you need to always be monitoring this
Unless it is really one-to-one personal communication, encourage participants to address their comments to "Everyone" – especially if it is a request to speak, or a notification of a problem with WebEx communication
Don't let the people in the room forget about the WebEx participants – you are there to represent them and speak for them in the room
Take turns and share the moderating responsibility so that one person is not left to do the job alone
Presentations
Make sure that presentation documents are loaded from the DA Wiki to the WebEx whiteboard in advance
Presentation materials are always best shared as PDF files, rather than Word, PPT, or other files
Convert files to PDF before uploading to the WebEx whiteboard
Make sure that in-room Presenters use the WebEx whiteboard for presentations – do not let them just open a file on the desktop
Help the podium presenters to learn how to move from page to page in their presentation
Offer to help manage their presentation slides for them, if they are not comfortable with this
Moderating the Meeting
Test your pc/workstation prior to the meeting. Ensure that audio works. Always use a headset if your computer is connected to audio
Keep active discussion going in the WebEx chat box so that people know you are there, but don't flood it with too many messages
All participants in a meeting can now see who has raised their hands, automatically sorted at the top of the Participants list. The order that the participants are listed follows the order in which they raised their hands
Keep all participants on MUTE if they are not speaking to the meeting
Help ensure that individual participants who are having technical issues do not interrupt the meeting
Encourage them to connect with you or another support person via a personal Skype chat, if needed
Always encourage remote participants to use the Call Using Computer VoIP audio, NOT the US-based phone number
It is helpful to re-type questions to the speaker into the chat box so that everyone can follow the discussion
Host, Presenter, and Moderator Team Work
Host and Presenter need to closely cooperate and share the work load
With a large number of remote participants and a group gathered in the room, it is too much for one person to fill both roles
The host is responsible for keeping everyone on mute and fixing the focus of the video presentations
The presenter manages documents and slides in the whiteboard area
The presenter manages the screen that people see in the room – from full video display to seeing the Chat box
The moderator ensures that WebEx participants are recognized in the room, that the Question Queue is tracked, and that in-room activities (e.g. coffee breaks, voting, etc.) are communicated to WebEx participants
Have the Meeting Host Key number ready, in case something happens to the Host computer and someone else needs to reclaim control over the meeting
WebEx Login Names
When logging in to WebEx from the in-room Host and Webcam computers, use a name that describes that computer, for example (“!” in front of the name will keep it at the top of the alphabetical participants list):
!PuntaCana Hub
!PuntaCana Podium
!PuntaCana Webcam#1
#PuntaCana In-room Moderator
Encourage all participants to include their DA Title/Officer position in their name when they sign in
Suggested Staffing and Team Members
Team Lead – someone who is responsible for the overall coordination, staffing, network, and hardware set up
Do not assume that someone else will "make it happen" – get confirmations on all the details
On-site tech team – providing the A/V setup of projectors, mics, sound board, cables
Network providers – to ensure Internet bandwidth. Often not the same people as the A/V equipment team
providing both fixed line and WiFi connections for the room
Host Manager (in-room or remote) – real-time management of participant mute controls and passing control to the Presenter
share Host Key with Presenter and Moderator Managers so that they can take control as needed
Presenter Manager (best if in-room) – preparing presentations as PDF files and uploading them to WebEx whiteboard
presentation slide transitions when the Podium speaker is not controlling the slides themselves
Moderator Manager (must be in-room) – monitoring the chat box, tracking "**Hand Up" queue, keeping room aware of WebEx issues
always have emergency access to reach the tech-team and network providers
Hardware and Technical Setup
Make sure that other WebEx participants in the room do NOT connect to audio (this can create terrible audio feedback)
If professional microphones and an audio mixer are being used, make sure that all webcam or computer microphones are turned off
Use a personal headset/earphones if you are connecting to audio or have any other sound coming out of your computer
Make sure that all speakers in the room use a microphone AT ALL TIMES, or remote participants cannot hear anything
Encourage speakers to stand where they can be seen by the webcam
Know how to immediately reach the Internet and audio/visual technical specialists in case something goes seriously wrong
The projector screen must be big enough to be clearly seen by everyone in the room (two screens may be necessary in some situations)
Provide a monitor or second projection screen that can be easily seen from the podium
In-Room Audio/Visual/Internet Setup Schematic
This is an outline of the audio, video, and wired network connections that are needed to setup and manage a typical WebEx configuration in a conference room.
Notes
This does not take into account additional WiFi networks that may be made available to in-room participants, but that network should be separated from the high-capacity Quality of Service wired LAN that is needed to ensure good video transmission in and out from the WebEx Hub computer.
In-room microphones may be either wired or wireless depending on the audio mixer setup
Webcam Positioning
Keep the Hub Webcam#1 always pointed at the speaker/presenter or main activity in the room
Set the Moderator Webcam#2 on the other side of the room and pointed for a general view of the room, so that remote participants can also see the in-room activities
Periodically adjust the camera angle to give a sense of room dynamics
Schematic
