Designing and Facilitating Workshops - podcast episode cover

Designing and Facilitating Workshops

Jun 11, 202523 minEp. 397
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Episode description

In higher ed, like in most fields, learning continues after employment. In this episode, Tolu Noah joins us to discuss strategies to design and facilitate effective workshops and professional development. Tolu is an educational developer with 16 years of teaching experience in higher ed and K-12. She received the 2019 Teaching Excellence Faculty Award at Azusa Pacific University and was named by EdTech Magazine as one of the 30 Higher Ed IT Influencers to Follow in 2023. Tolu’s work has been published in EDUCAUSE Review, Edutopia, and Faculty Focus. She is the author of Designing and Facilitating Workshops with Intentionality: A Guide to Crafting Engaging Professional Learning Experiences in Higher Education, published by Routledge, Taylor and Francis

A transcript of this episode and show notes may be found at http://teaforteaching.com.

Transcript

In higher ed, like in most fields, learning  continues after employment. In this episode, we explore strategies to design  and facilitate effective workshops and professional development. Thanks for joining us for Tea for Teaching, an informal discussion of innovative and  effective practices in teaching and learning. This podcast series is hosted by  John Kane, an economist...

...and Rebecca Mushtare, a graphic designer... ...and features guests doing important research and advocacy work to make higher education more  inclusive and supportive of all learners. Our guest today is Tolu Noah. Tolu is an  educational developer with 16 years of teaching experience in higher ed and K-12. She received  the 2019 Teaching Excellence Faculty Award at Azusa Pacific University and was named by EdTech  Magazine as one of the 30 Higher Ed IT Influencers

to Follow in 2023. Tolu’s work has been published  in EDUCAUSE Review, Edutopia, and Faculty Focus. She is the author of Designing and Facilitating  Workshops with Intentionality: A Guide to Crafting Engaging Professional Learning Experiences  in Higher Education, published by Routledge, Taylor and Francis. Welcome Tolu. Thank you so much. I'm really excited to be here. We're very happy to be talking to you today. Today's teas are:...  Tolu, are you drinking tea by any chance?

Yes, I have passion tea,  and I also have water. Very good. All the things. Yes. I have Blue Lady tea today. Very good. And is that a  black tea or a green tea? It's blue. No, it's black. It's  black. It's from Scotland. Okay, so it's not a black and blue tea, then. It's not a black and blue tea, not like my other one. …no bruising in shipping. Yeah. And I am drinking a ginger tea today. So we've invited you here today to discuss  Designing and Facilitating Workshops with

Intentionality. Can you talk a little bit about  the origin story for this book project. Yeah, so the idea for the book was actually  sparked by an invitation I received in December 2022. So I do workshops and speaking engagements  on the side for K-12 schools and universities, and there's this one district that I've partnered  with for years now, doing workshops for their coaches and leaders. And so they reached out and  asked if I would be willing to do a workshop on,

quote, how to design an awesome synchronous  workshop for adult learners. And I remember reading the email and being like, “Yes, like, I  would absolutely love to do something like that,” because this would be my first time doing more  of a meta workshop on all the things that go into designing and facilitating learning experiences.  And I was really excited to be able to kind of peel back the curtain in that way. And so we  scheduled the workshop for the spring semester, so

spring of 2023, and during the months in between,  I was just working on prepping the workshop. And along with that, I had the opportunity to write  an article for EDUCAUSE Review that was entitled “Designing Virtual Ed Tech Faculty Development  Workshops that Stick.” And that article ended up being one of the most popular articles for the  first quarter of 2023, which was really exciting to hear. And so fast forward to May 2023, I did  that three-hour workshop for the district about

how to design awesome workshops. And the feedback  I got from that session was also really positive and really encouraging. And so the responses to  both the article and the workshop made me think, “Okay, I think there's something here. There's  clearly an interest in learning more about how to do workshops well.” And on top of that, I  hadn't seen any books that were specifically geared towards those of us who facilitate  in higher ed about how to design meaningful

workshop experiences. And so that summer,  I started working on the book proposal and drafting the chapters, and the rest is history. You note in the introduction that your book relies on three different frameworks. What are these  frameworks and why are they important?

Yeah, so the three frameworks that I draw upon  are Joshua Eyler’s book, How Humans Learn, where he talks about five ways that humans  learn, and then the universal design for learning guidelines from CAST and then the new learning  compact, which was developed by Randy Bass, Brett Eynon and Laura Gambino. And so, starting  with How Humans Learn in this book, Josh basically like sums up the research on human learning,  and he identifies five themes that capture how

people of all ages learn. And those themes are  curiosity, sociality, emotion, authenticity, and failure. And he discusses the implications of  those themes for college teaching. And in my book, I'm kind of applying those themes to the design  and facilitation of professional learning workshops. So as facilitators, what are some ways  that we can pique participants’ curiosity in our sessions, and how can we create opportunities  that leverage the benefits of sociality and

things like that? So the second framework that  I draw on is Universal Design for Learning, and this has three overarching principles  of designing multiple means of engagement, and representation, and action and expression. And  typically UDL guidelines are looked at within the context of teaching. So, if you're a K-12 teacher  or a higher education instructor, you'll think about what this looks like when you're teaching  students. But in my book, I wanted to look at it

through the lens of facilitation. So as we are  creating professional learning experiences for adult learners, how can we honor their variability  and also reduce barriers to learning that exist within the learning environment? And so one  concrete example of this would be the “design options for welcoming interests and identities”  guideline. And so I actually talk about ways that we can offer participants choice in their  learning, and how we can also design more

relevant professional learning experiences.  And then the third framework that I draw on is the New Learning Compact. And this one has 16  different principles for designing professional learning experiences in higher education. But in  my book, I mostly just focus on the first eight, which are most relevant to professional learning  programming, and I discuss how we can use these to shape our design and facilitation of workshops  as well. So one example here would be the “protect

participant time” principle. And so I talk  about how can we plan workshops in a way that, once again, makes the best use of the time? What  do we want to think about in terms of scheduling? So things like offering sessions multiple times  to accommodate different schedules, and then also being mindful of when we're scheduling events,  like by looking at multi-faith calendars and other resources to make sure that we're not scheduling  things at times that are going to conflict with

major religious holidays and things like that. This works really nicely in that the last two podcasts were related to UDL and accessibility.  So we'll include links to those in the show notes for anyone who may have missed those. So, you just described the three frameworks that you're using, but in your book, you also Zoom  in on 10 essential principles for facilitators. Can you talk about a few of those? Yeah, so in my book, I sum up each principle

as like one key word to hopefully make it a  little bit easier to remember. So I'll just describe three of them. One of the principles  is “connective.” And this is all about how we can foster belonging, rapport, and connection  in workshops. So kind of tying back to Eyler’s principle about sociality, how do we actually  do that in a workshop setting? And so in this section of the book, in this chapter, I highlight  three different types of connections that we want

to be intentional about fostering. So that would  be learner-to-facilitator connections where we help participants get to know and trust us,  and then facilitator-to-learner connections where we get to know participants, and then  learner-to-learner connections where we help them get to know each other and also learn from  each other too. And in this chapter, I've got tons

of practical strategies that facilitators can use  to foster these different types of connection. So with the learner to facilitator, doing things like  sharing a little bit about our personal story in a way that's relevant and appropriate to whatever  topic we're discussing, inviting participants to introduce themselves, and then also designing  ways to center their experience and expertise, and then also using interactive activities that  will help participants to work together and

connect with and learn from each other. And so  I talk about things like liberating structures, which are really helpful activities that can be  used in pretty much any workshop design. And then another principle that I talk about is inclusive,  which is all about adopting an inclusive mindset. And this would be both when we're planning and  designing the workshop, and then also when we're

facilitating it. And so I highlight a lot of  different inclusive facilitation practices in this chapter, things like making sure that the  images and materials that we're using in our workshops reflects the diversity of perspectives  and experiences that we have in our society, also making sure that we're learning and correctly  pronouncing and using participants’ names, and then making sure that the physical or  virtual space where the workshop will be held

is accessible too. And then the last principle  that I'll highlight for now is distinctive, and this is all about how you bring who you are to  your workshop design and facilitation practices, because one of the recurring themes that I have  in my book is that there's no one right way to design and facilitate workshops, like we're  all going to do it a little bit differently, and we want to do it in ways that honor who we are  and that also honor the unique context that we're

working in. And so in this chapter, I encourage  readers to reflect on how their identity, values, beliefs, and prior experiences all shape their  approach to workshop design and facilitation, and I also include interviews that I conducted  with seven higher ed facilitators who talk about who they are and how that shapes what they do. Those principles you talked about, in general,

also seem very much like best practices for  teaching. One of the things that is always kind of ironic is that many people, including myself,  far too often, will not use those practices when running workshops. Why is this so common  when educational developers are talking about active learning, cooperative learning, UDL, and  inclusive teaching practices, yet in the workshops that we structure ourselves, we don't always  do that. Why is this practice so common?

That is a really great question. And while I  can't like give any definitive answers as to why this happens, I'll share a few thoughts.  One comes from an article by Amy Mulnix,

where she talks about how this might be due  to a lack of transfer. And so, for example, an educational developer might think of topics  like active learning and cooperative learning, and inclusive teaching within the realm of  traditional classroom teaching with students, but not transfer that to their own design of  professional learning experiences for adult learners. So that might be one potential reason.  Another potential reason, I think, comes from

the fact that we often emulate what we see. So if  you've mostly attended workshops where you've just seen someone standing at the front of the room  and talking for the majority of the time, then you might think that that's how you do a workshop and  repeat that practice, kind of similar to how some instructors will primarily rely on lecture-based  approaches, because that's what they experienced when they were learning as well. And then a  third potential reason would be, I would say,

the pressure to feel like we have to cover as much  as we can within the time period. And I think when we have that kind of coverage mindset, it can lead  to us relying on lecture-based approaches, because that's more efficient and because it's a little  bit faster and easier than if we were to include a lot of interactive activities. So those are  three potential reasons for why I think that might

happen. And one thing I like to encourage people  to do is to just remember that when it comes to professional learning, we have so many different  options for how we can do professional learning.

So workshops are one option, but they're not the  only option. And so I like to tell people, like, if you're planning a session where you're going to  mostly just be talking to participants, then maybe it might be best to consider a different format  than a workshop for that type of a session, and so you could potentially record a video instead,  or create a podcast episode that people could listen to on their own time. Or you could create  a resource like a blog post or a newsletter or

microlearning activity that people can engage with  on their own. I think workshops are ideally best suited for times when you're really going to have  people do work during the session and actively engage with the content and with each other. I think, in my case, it's mostly that time pressure, that we have limited amounts of time  and trying to transfer as much information in that short time period. And I try to break myself  of that habit, and I'm still working on it.

I think that happens a lot of times  in my classroom too, right? 100% and we're, like I said, even though I'm  talking about this, I've done the same thing too. So, it's one of those things where it's  like, we just want to be mindful of it and try to be more intentional about minimizing  that as much as we can moving forward. So we talked a little bit about maybe not  transferring these evidence-based practices into a workshop setting. Are there other  mistakes that educational developers often

make when designing and running workshops? Yeah, so one mistake that I often see is packing too much into one workshop, and I think once  again, we've all been there, myself included, where I think we sometimes feel the need to be  like as comprehensive as we can in addressing a

particular topic. And while I feel like that comes  from a really good place of wanting to make sure that people have the information and the skills  and whatever else they need to actually implement that once the workshop is over, it can often  result in people feeling really overwhelmed, and it can also lead to us, once again, kind  of defaulting to more of that lecture-based talking really quickly, approach to just try  to get through everything. And so I think

it's important to remember that less is more. It's  better to address fewer things during the session, but give people an opportunity to do something  with that that's going to be really meaningful than to pack a bunch of content in and then people  are leaving feeling like, “Ah, that was a lot.” And also remembering that we don't have to pack  everything into one, so something that I'm seeing a lot of centers doing more nowadays is creating  workshop series where you can actually address

sub-topics over the course of time. And so I would  say that if you have a lot of content that doesn't all fit into one session, maybe that's just a good  indicator that it could be a series or some other type of professional learning experience, instead.  Another common mistake that I see is not ending on

time. I've been in countless sessions where it's  like a minute to the end, or it's already the end, and the facilitator has just started talking about  a new topic, and then they don't end up wrapping up the session until 5 or 10 minutes later. And  I think it's really important to remember that when people register for our workshops, they're  choosing to say yes to us, which means that they had to say no to something else, and they're  choosing to say yes to us for a specific amount

of time. And so I think it's really important to  honor the time that people have given us and to end on time. And so typically, I would recommend  wrapping up any new information or new activities about 5 to 10 minutes before the end of the  session, so that you can wrap up on a meaningful note, like maybe having people do a reflection or  action plan, and that way they can be ready to go by the time the session is officially over. And  one last mistake I'll share for now is one that's

specifically related to virtual workshops,  and that is disabling the chat. I don't know if you've been in sessions where that's the case,  and I have a whole section in my book where I talk about why the chat is so important, so I won't  go into the weeds of that right now, but it's basically a really important space where a lot of  the learning takes place, in a virtual workshop, it's where people are processing information and  connecting with each other and reflecting on their

learning. And so rather than shutting down the  chat, I think it's really important to leverage it in intentional ways in the session. And I've been in many workshops where the information shared in the chat was often more  relevant and useful than the material that was being shared by the workshop leaders. One of  the things you just mentioned is series of workshops. So many workshops that educational  developers do are just one off events. And

so one way of doing this is having a sequence  of workshops in a particular topic. Are there any other ways of continuing that professional  development that might start in a workshop? Yeah. So one simple strategy that I think a  lot of people are already doing is creating some sort of supplementary resource that  people can refer to after the session. And so this could be a one pager or a tutorial  video, or some other resource that people

have to go back to once the session is over and  review or go deeper with their learning. I think we can also leverage pedagogical consultations  as a natural extension of the workshop. So one thing I do whenever I'm facilitating a workshop  at my university is I remind participants, “Hey, I'm available for pedagogical consultations if you  want to review anything we've talked about today, or go deeper, or co-plan,” and I remind them,  like I said, every session, because I want them

to reach out. And I think that during those  one-on-one conversations, that's where you can really help people take what they learned in  the session and think about it within the context of their specific courses and apply it in a  meaningful way there. And then a third way that I think can be really valuable is incorporating some  type of certificate, but tying that certificate into implementation of the workshop goals and  ideas. And so I'll share a concrete example of

how I recently did this. Earlier this year, I  did a two-part workshop series about classroom assessment techniques. And the first workshop  was about techniques for assessing students prior knowledge and beliefs about course content.  And then the second workshop was about techniques for checking students’ understanding. And I told  instructors that they could earn a certificate for submitting evidence of implementing at least two  CATS in their teaching. So one from session one,

one from session two. And I also told them that  everyone who earned a certificate would also be entered into a drawing where they could win a  copy of the Classroom Assessment Techniques book. And so I set up two Qualtrics forms, and they  could upload their evidence of implementation to those Qualtrics forms. So some had like a  screenshot of a polling activity that they used, or open-ended responses from a minute paper,  whatever it might be. And there were also a few

reflection questions for instructors to reflect  on. And after the final deadline had passed, I took some time to review all of the entries  and make certificates for the instructors. I also recorded a Loom video where I basically  made a virtual spinner of all of the people who

had earned a certificate, and I spun the virtual  wheel to reveal who had won the book drawing. And this actually ended up being such a fruitful  and fun and meaningful way to extend learning beyond the workshop, like I thoroughly enjoyed  reading all of the instructors’ reflections on their experience implementing the CATs. Many of  them were saying, “This is exactly what I needed. I'm so excited to continue implementing these in  my teaching.” And that's what we ultimately want

from a workshop. We want people to take what  they learned and do something with it. And so I think creating that structure of “you can earn  a certificate by showing how you've implemented what you've learned” can be another natural  way to extend learning from a workshop. One of the key elements is time. And you've  mentioned this about ending on time, extending

the learning beyond the time of the workshop.  Are there other ways to maybe manage time, or ways to use time, like breaks and other things  that would be important during a workshop? Yeah, so Rebecca, I love what you said about  breaks. That is pivotal. And once again, I think we sometimes default to, “Okay, I want to  make sure I cover all of my content,” and so we don't think about the human needs of like people  need to stretch and use the restroom and just

have some time to process. So yes, I would say  breaks are definitely essential. And I would say including that as part of your plan from the start  is really, really helpful. So if you have, like, a 90-minute session, figuring out, okay, where  are we going to take at least a five minute break so that people can rest and attend to whatever  personal needs that they need to. In terms of

other timing things to think about, I've used a  few different tools that have been helpful. So one is, whenever I'm facilitating a workshop, and  there's going to be activities for people to do, like maybe they're going to do an independent  reflection, and then they're going to do a small group activity, whatever that might be, I'll  often embed timers on my slides, because that helps people to know, like, this is how much time  I have to talk about this or do this activity. But

then it also helps me to kind of keep things on  pace. And then while I'm facilitating the session, I'm paying attention to what participants are  saying and doing, what my plans and goals are for the session, and I'm constantly kind of adjusting  things in the moment. So if I realize that we're running short on time, I'm thinking ahead, “Okay,  what can I cut in order to make sure that we end on a meaningful note,” like, what is a necessary  thing to address? What's more of a nice to know?

And can I move any of that, maybe into those  post-workshop resources, instead of feeling like I have to, once again, pack everything into  the session. But yeah, I fully agree that timing piece is so critical. And one other thing I'll  add here in terms of timing is thinking about what we're having people do during the time of  our workshop. And so something that I talk about

in my book is this concept of the facilitator zone  and the participant zone. So the facilitator zone would be times when you are explaining or modeling  skills to the group, and then the participant zone would be times when they are working on  something, so they're engaging with the content,

or they're engaging with each other. And I think  if we look at our workshop plans and kind of map out like how much of this is in the facilitator  zone, how much of this is in the participant zone, and are we breaking up that throughout the  session, so that participants aren't just engaging with the content at the very beginning  or at the very end with like a Q and A but that we're really providing meaningful opportunities  throughout for them to be able to process the

information and connect with each other. This book is targeted at those engaged in educational development, but might much  of the discussion be relevant to faculty designing and offering college classes. I love that you asked this question, because yes, it can absolutely apply in other contexts too.  And I actually consider myself to be an educator

first and foremost, like I've known since fourth  grade that I wanted to teach. I've spent my entire career in K-12 teaching and higher education  as a professor, and so I definitely drew on my prior experiences teaching in writing this book,  and I would definitely say that a lot of these principles and practices and the strategies as  well can also be adapted for other contexts too.

So definitely encourage people, even if you're  not necessarily a facilitator, I encourage you to check it out and see, like, what  can you take and adapt to your specific teaching context, whatever that might be? So we always wrap up by asking, “what's next?”

So honestly, I just want to rest after this.  I don't know if that's like an okay answer, but I've pretty much been working on this  book nonstop since June 2023 and I'm really excited for it to just be out there,  and hopefully of use to other people, and I'm excited about engaging with others around  the book, but yes, I do want to kind of just kind

of take a step back and rest and just enjoy that  part of the process. I might design some other opportunities around the book in the future,  but for now, yeah, I'm just gonna chill. Sounds like a good plan. Yeah, it sounds like it's a well-deserved rest. Thanks. Thank you for joining us. We very much enjoyed  this, and your book provides some really useful resources for people who do educational  development in any form, whether it's for faculty or for students. Thank you so much.

We should note that your book is now available  for pre-order, and it is expected to be released on June 25. We'll include a link to the  book's website in the show notes. If you've enjoyed this podcast, please  subscribe and leave a review on iTunes or your favorite podcast service. To  continue the conversation, join us on our Tea for Teaching Facebook page. You can find show notes, transcripts and other materials on teaforteaching.com.  Music by Michael Gary Brewer.

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