Library Skills: synchronous (live and face to face) training guide

• Check settings are as you want them in 'Meeting Options':
  • Add co-organizers as needed.
  • You may like to set it so Everyone can bypass the lobby (note, you may still need to admit people manually as system setting may prevent some people from bypassing the lobby).
• Prepare a timed schedule to help you keep to time.
• Prepare a feedback survey using LibWiard and ensure you have the URL or shortened URL ready.
• If your session is part of the Doctoral Skills Programme and you haven't received the link by the day before, contact Sabrina or Angela.

• Check all settings are as intended, e.g. chat, mute, annotation, permissions, etc.
• Ensure any tabs you want to share are open and ready and have a list of URLs you wish to share ready to paste in, including feedback survey URL.
• Make sure you have turned off any pop-up notifications (e.g. Outlook, Teams), especially if you intend to share screens.
• Speak regularly whilst waiting for attendees to join, so they know you will be starting soon and can check their audio is working.
• Welcome participants as they arrive – this helps people to feel acknowledged and they will be more likely to join in

• Introduce yourself and welcome,
• If applicable, explain session is being recorded – Start recording
• Before we get started, some housekeeping (adapt as necessary depending on format of session; include that you may not be able to troubleshoot technical issues within the session.). Include:
  • How you would like attendees to use the chat, e.g. for asking questions and how you will answer them (chat moderator may answer questions, or you may pause and answer as they come in, or you might save them until the end.
  • Whether people should put their hands up to ask questions.
  • If you are using chat for questions, inform attendees:
• If allowing audio, ask attendees to ensure they are on mute unless they are speaking.
• Share any links by copying and pasting into chat so people can click on them, as long as this will not distract them from the session.

You can share your screen to present slides (PowerPoint, Mentimeter) or if using PowerPoint you can present using PowerPoint Live in order to see your notes and allow attendees to navigate through the slides themselves.

• Allow time for attendees to complete a feedback form in the session - this is the single best way to improve response rates.
• Thank speakers and attendees.
• Explain what to do if people have questions after the event.
• [if recording] Recording will be available in the Chat soon after the session.
• You may like to share the slides in the chat, or email them to the attendees after the event.
• Share Inkpath code, if applicable.
• Thank again.
• Stop the recording.

• Reflect on how the session went, ideally with your co-facilitator, to inform your future session design and delivery.
• Record attendance in LibCal (for scheduled sessions) or in your own record (for sessions delivered for academic programmes or other user groups). For sessions as part of our scheduled programme, the attendance figure should be entered in LibCal by the trainer or their LibCal administrator. See Teams attendance figures.
• If you wish to contact attendees after the event for example with any training material see contacting attendees after the event. A follow-up email is recommended, to include:
  • Thanking participants for attending;
  • Circulating post-course materials or links shared in the session or for further information or contacts;
  • A link to the feedback form, asking anyone who did not complete it in the session to please complete it now.