Centre for Continuing Education

Zoom Meeting Facilitator Course (Train the Trainer)

eLearning. Learn how to take teaching online.

COVID-19 update: arrangement of our courses

We are now delivering courses both online and in-person. Please check the delivery format for each class before you enrol.

Please note that course materials for all classes (excluding prescribed textbooks) are shared electronically within 48 hours of a course starting. Printing is not available.


This hands-on course will provide you, the Zoom Facilitator, with skills and expertise to host virtual conferences using Zoom Meetings. You will master tools and techniques to manage and interact with participants professionally and seamlessly.

Using the Zoom Meetings application, we will show you the best methods to share your computer’s screens, share a virtual whiteboard, and share files with your participants with a variety of user-friendly techniques.

You will also learn to create and configure meetings, manage closed captions, poll surveys and breakout rooms; and record your meetings.

Finally – it is important that your connection and content sharing is implemented safely and securely. Accordingly, we will show you best practices to protect your participant’s privacy and protect yourself.

Aims

The aims of this course are to show you how to safely and securely communicate with your ‘Zoom Meetings’ participants and empower you to confidently host your meetings using a variety of Zoom tools. We will also provide you with expert recommendations on the creation, scheduling and management of meetings, invitations and resources for the best conference experience.

Outcomes

By the end of this course, you should be able to:

  • interact efficiently and effectively with participants
  • secure your meetings
  • aid your participants to resolve audio issues
  • record meetings securely
  • provide Closed Captions and subtitles
  • share files, comments and links with the Chat window
  • share audio, video and elements of you screen(s)
  • remote control participants' screens securely
  • annotate screens and whiteboards
  • create polls and manage breakout rooms
  • manage meeting files
  • create meetings, invitations and instructions.

Content

Discuss Zoom Webinar vs Zoom Meeting

  • Define the purpose of both platforms
  • Outline a feature comparison

Interacting with the host (from the host’s perspective)

  • Asking and responding to questions
  • Rename or remove participants
  • Silent reactions
  • Taking breaks (tools and etiquette)
  • Mute and unmute microphone techniques
  • Manage the participants window
  • Establish how participants are connected
  • Assigning a co-host
  • Discuss browser limitations

Securing your meetings

  • Authenticate for internal use only
  • Require a meeting password
  • Embed and encrypt the password in the invitation link
  • Dealing with nuisances and 'zoom trolls'
  • Enabling ‘Join from your browser’ link
  • Enabling and customising the waiting room
  • Locking the meeting

Testing and troubleshooting Zoom audio and video

  • Messaging the waiting room
  • Running the 'Zoom test'
  • Switching speakers and microphones
  • Testing audio volumes

Recording the meeting

  • Configuring recording security
  • Recording locally and to the cloud
  • Allowing participants to record
  • Accessing recordings after the meeting

Working with closed captions

  • Assigning a scribe
  • Start and view closed captions
  • View and save the full transcript
  • Using a third-party service

File sharing with the chat window

  • Configuring file sharing security
  • Sharing single files
  • Sharing multiple files and links

Sharing your screen

  • Discuss sharing etiquette and privacy
  • Configure multiple monitors and simultaneous sharing
  • Share a single window, a portion of your screen, or your whole screen
  • Controlling share-screen views
  • Sharing audio and video
  • Sharing a PowerPoint show
  • Sharing an iPhone or iPad

Remote control participants shared screen

  • Enabling remote control
  • Requesting and granting remote control
  • Giving up remote control

The Zoom whiteboard and annotation tools

  • Write or type on the whiteboard and other screens
  • Draw, highlight and annotate
  • Use stamps and spotlights to mark-up your annotations
  • Format your annotations
  • Configure annotation permissions
  • Erase or clear your drawings
  • Save your annotations

Polling

  • Create polling surveys
  • Launch or relaunch polls
  • Share the results of polling surveys
  • Access polling statistics

Breakout rooms

  • Create and rename breakout rooms
  • Assign participants manually or automatically
  • Configure room settings
  • Manage and navigate the rooms

Creating a meeting

  • Assign delegates
  • Schedule a meeting
  • Recurring meetings
  • Setting the time zone
  • Setting and changing the meeting password

Creating a meeting invitation

  • Inviting internal contacts
  • Copying the invitation and meeting url
  • Email and calendar invitations
  • Intranet and web page links

Providing instructions pre-meeting

  • Using the meeting ID and password
  • Connecting to the meeting with browser only
  • Allowing camera and microphone
  • Using the encrypted meeting url
  • Downloading the Zoom app on any device
  • Connecting to the meeting with the Zoom app

Discuss the hosts minimum and recommended system requirements

  • Laptops, desktop computers, tablets and smartphones
  • Browsers
  • Internet bandwidth
  • Audio hardware

Ending the meeting

  • Taking screenshots
  • Leave or end the meeting
  • Access meeting files

Intended audience

Conference and workshop facilitators, educators, trainers, team leaders, managers, directors and CEO’s.

Prerequisites

You should be familiar with the basic functions of a computer operating system such as navigating the environment using a mouse and keyboard, starting applications, copying and pasting objects, formatting text, creating folders, opening files, saving files, familiarity with the accessing the Internet and use of common web browsers. If you do not have these skills, we recommend attending Basic Computer Skills Course and Effective Internet Use before attempting this course.

Delivery style

Delivery options:

  • Presenter-taught, computer-based training on University premises (BYO device).
  • Online training via the platform Zoom.

Materials

PDF tips sheets are provided electronically.

Additional information

Face-to-face classes

You are required to bring your own device. You should ensure it is fully charged as access to power is limited. Please note that the University does not carry any responsibility for your lost, stolen, or damaged devices whilst on the University premises.

Online classes

If you are attending an online class, you will need your own device.

Recommended operating system: Windows or Mac
Recommended software for PC: Zoom Client for Meetings app (if possible)
Recommended software for Mac OS: Zoom Client for Meetings app (if possible)
Recommended browser: Chrome

Features

  • $50 repeat class - Conditions apply
  • Expert trainer
  • Small class size
  • CCE Statement of Completion

Apply for the IT repeat discount.

Zoom Meeting Facilitator Course (Train the Trainer)

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