Certified E-Facilitator (CEF)

When transferring your facilitation skills from a physical classroom/OJT environment to a virtual one, there are certain things you need to change! This pragmatic workshop will teach you HOW to cut down on your learner’s multi-tasking (no, we can’t eliminate it altogether) and have them plug into you!

In this highly interactive, blended workshop you will learn and practice the essentials of adult learning and how to make training "come to life" in online virtual environment.

  • Identify essential elements to transition from classroom to e-facilitation
  • Use your preferred facilitation style to become a more effective e-facilitator
  • Identify how to convert ten facilitation techniques for use online
  • Increase participation, retention and learning for synchronous or asynchronous learning by using nine techniques
  • Overcome pitfalls of facilitating e-learning
  • Pace methods to maintain high energy and active learning by the participants
  • Identify steps to orient the learner to your technology

This workshop requires successful completion of a performance component for a participant to earn certification.

After this workshop you will have the tools and techniques to incorporate adult learning concepts into an e-learning environment, use e-facilitation skills to promote e-learner participation and interaction, and get the most out of the technology that you have available!

Workshop Content:

  • Introductions
  • Review workshop content and objectives
  • Complete a Training Skills inventory
  • Set personal objectives for this session
  • Transition to e-facilitation

Unit 1: Helping Adults Learn in a Virtual Environment

  • Teach a five-minute lesson to a partner – summary discussion
  • Evaluate ten aspects of your instructional style
  • Apply 20 adult learning concepts to enhance learning
  • Learn how to build retention
  • Identify three styles of learning
  • Increase e-learner retention by using five steps of adult learning
  • Ask key questions to process learning through five adult learning steps


Unit 1: Helping Adults Learn in a Virtual Environment - continued

  • E-Trainer Style Inventory processing
  • Relate your e-training style to adult learners – flex your style to be more effective
  • Assess your skills, manage your expectations

Unit 2: Get Ready to Train

  • Get off to a good start – How to set and reset an adult learning climate
  • Identify what’s in it for the learner
  • Balance your time between climate setting, content and application
  • Create session starters to begin well: purpose of session starters, criteria for effective starters, how to select session starters, and examples
  • Use options for virtual introductions

Unit 3: Training Tools to Prepare to Teach the Adult Learner

  • Examine the anatomy of a module
  • Determine why we bother with objectives
  • Select appropriate methods for e-learners based on the learning objective
  • Identify effective technical training methods for recall and application
  • Identify how much practice is needed to learn a skill
  • Work with mature, experienced learners effectively
  • Pace methods to avoid boredom

Unit 4: Facilitation Skills for e-Trainers

  • Make those butterflies work for you!
  • Practice effective e-delivery techniques
  • Ten facilitation skills that translate from the classroom to e-learning techniques
  • How to give directions and set up learning activities
  • How to compensate for lack of face-to-face contact
  • Connect with the virtual learner
  • Avoid overuse of lectures with participation techniques
  • Discussion techniques that work
  • Use four types of questions to facilitate learning and interaction
  • Use basic and follow-up questions to promote understanding
  • Get the right amount of class participation by using six steps to asking better questions
  • Practice using paraphrase for better understanding
  • Give effective feedback to learners to motivate and correct
  • Build learner self esteem
  • Focus on behaviors
  • How to conduct effective demonstrations and skill practice

Unit 5: E-facilitation Pitfalls and Solutions

  • Identify appropriate courses for e-learning
  • Anticipate pitfalls and how to overcome them
  • Examine co-facilitation techniques
  • Determine when to depart from the prepared script
  • Handle problem learners assertively
  • Orient the learner to the technology
  • Use off-air assignments and other options
  • Avoid pitfalls by taking the technology into consideration

Unit 6: Prepare to Facilitate an e-Learning Event

  • Create the event script or road map for the learning event
  • Get materials to the right people
  • Secure technical support and troubleshooting

Unit 7: Use Visual Support Effectively

  • Select the best audio-visual support
  • Compare advantages/disadvantages of AV
  • Assess what's effective
  • Identify effective use of projectors and electronic slides
  • Evaluate charting techniques
  • Clarify the psychology of color
  • Select audio-visual materials using a checklist

Unit 8: Transfer of Learning

  • Define transfer of learning
  • Identify barriers to transfer of learning
  • Determine whose job is it to apply what's been learned
  • Create a three-way partnership between trainer, manager and learner
  • Use post training performance analysis
  • Apply eight key tips for preparing the employee before and after training

Unit 9: Participant Practice Facilitation Sessions

  • Set up of Practice Facilitation Sessions in groups of 4.

This unit is devoted to “practice facilitation” sessions presented by each participant. The participant will conduct a 10-20 minute session in groups of 4 participants. A critique sheet that focuses on process, content and delivery will be used for peer and instructor feedback. Detailed coaching and feedback from the instructor ensures appropriate application of concepts and skills and expands the learning. Practice sessions may be recorded for later review. Additional sections of Participant Practice Facilitation Sessions are held for additional groups of 4 until all participants have completed this section.


Unit 10: Tool Kit and Resources

  • Glossary of e-learning terms for your reference
  • Compare different delivery mediums: contextual analysis
  • Identify who your audience is: target population analysis
  • Flex your e-facilitator style
  • Use e-facilitation techniques effectively
  • How to handle question and answer sessions
  • Know your netiquette
  • Action Plan