Skip To Content
From Room to Zoom and Beyond: The Technical Aspects of Moving Collaborative Sessions to Online Platforms is a Course

From Room to Zoom and Beyond: The Technical Aspects of Moving Collaborative Sessions to Online Platforms

Ended Aug 29, 2020

Sorry! The enrollment period is currently closed. Please check back soon.

Full course description

Learn how to use virtual tools and platforms to generate the same connection, collaboration, and magic that is generated from in person gatherings.

We will help you move your workshops, planning sessions, and summits to a virtual environment and give you the tools to plan, research, prepare, and choose your resources. We will even discuss how to setup your virtual workshop or event space.

This course is designed to walk you through the challenges of creating a seamless experience for your participants to collaborate in a virtual space. We will discuss different client requirements, resources, tools, and the right agenda for your training needs. We will ensure you have checklists that help you think through what you need before, during and after each workshop or meeting. This course will not review or discuss your content or what you are facilitating, rather it will focus specifically on the tools and resources you will use, and how you deliver your content. This course is designed for all skill levels, whether you are new to technology or you’re a technology expert and just need to learn how to incorporate collaboration into your delivery.

Learning Outcomes:

As a result of participating in this 4-webinar series you will be able to:

  • Assess your client requirements and technology needs, and evaluate the right tools for your session
  • Evaluate your resources and determine what is needed for a seamless experience
  • Setup your forms/handouts and documentation
  • Create a working agenda for both the facilitator and the learner

Webinar Info:

  • Webinar #1 – Choosing the right technology for the engagement. We will review client requirements, technology options, and how to match the right tools to the outcomes you desire. This will include recording, collaboration, access, and hardware options.

  • Webinar #2 – Selecting the resources required for a seamless experience. We will review the role of a technologist and how to determine the number of people necessary to create a seamless experience for the learner. 

  • Webinar #3 – Managing your documentation, forms, and handouts for desired outcomes. We will review how to setup your forms, documentation, and handouts to achieve your desired outcome. How do you avoid double entry? What do you want each member to see? What do you need to access for your post follow-up? What systems is your client using today?

  • Webinar #4 – Creating a foolproof agenda for you and your learners. We will review how to take all of the information we’ve learned and create and agenda that allows a seamless experience for the learners including links, chats, a pre and post checklist.

Supportive materials, resources and recommended readings will be made available, as well as between-session sharing of practices, questions, and reflections (e.g. new ways of thinking).

Webinar Dates: 

  • August 5 3:00 – 4:15 ET
  • August 12 3:00 – 4:15 ET
  • August 19 3:00 – 4:15 ET
  • August 26 3:00 – 4:30 ET

Webinars are one hour and 15 minutes and will be recorded for asynchronous viewing.

This Course is For: 

AI practitioners and AI students, consultants and coaches and anyone seeking to move an interactive experience from a physical environment to a virtual environment. 


Please contact the Cooperrider Center at





Sherri Sutton

Sherri Sutton

Sherri Sutton brings more than 25 years in the learning and development space and has worked in all areas of learning from instructional design to Learning Management System Administrator. Sherri is a Certified Professional in Talent Development, Certified AI Practitioner, Certified Reinvention Practitioner, and collaborative meeting exert. Sherri has taken her knowledge of the virtual meeting space and created tools such as The Meeting Mechanics Report, and ComNexus, and currently spends more than 75% of her time working in the virtual meeting space.