1 of 13

JABS

Virtual Training Producer Agreements

  1. Create training room link
  2. Write producer notes
  3. Review producer notes
  4. Open training room
  5. Assign host/ co-host roles
  6. Discuss new materials/ approaches
  7. Let people in
  8. Greet people
  9. Troubleshoot audio/ video/connection issues
  10. Share PowerPoint
  11. Engage in chat
  12. Facilitate content
  13. Manage breakout rooms (open/monitor time/close)
  14. Copy/paste specific instructions, links, & materials
  15. Answer direct messages
  16. Step into facilitator role if needed
  17. Update website class pages/LMS
  18. Follow up with participants after class

2 of 13

JABS�Virtual Training Role Agreements

Producer Responsibilities

Trainer Responsibilities

Review producer notes

Create training room link

Discuss new materials/ approaches

Write producer notes

Troubleshoot audio/ video/connection issues

Review producer notes

Engage in chat

Open training room

Manage breakout rooms (open/monitor time/close)

Assign host/ co-host roles

Copy/paste specific instructions, links, & materials

Discuss new materials/ approaches

Share PowerPoint (depends on context)

Greet people

Answer direct messages

Share PowerPoint (depends on context)

Step into facilitator role if needed

Engage in chat

Facilitate content

Update website class pages/LMS

Follow up with participants after class

3 of 13

Room 2

Virtual Training Producer Agreements

  • Create training room link
  • Write producer notes
  • Review producer notes
  • Open training room
  • Assign host/ co-host roles
  • Discuss new materials/ approaches
  • Let people in
  • Greet people
  • Troubleshoot audio/ video/connection issues
  • Share PowerPoint
  • Engage in chat
  • Facilitate content
  • Manage breakout rooms (open/monitor time/close)
  • Copy/paste specific instructions, links, & materials
  • Answer direct messages
  • Step into facilitator role if needed
  • Update website class pages/LMS
  • Follow up with participants after class

4 of 13

Room 2�Virtual Training Role Agreements

Producer Responsibilities

Trainer Responsibilities

  • Review producer notes
  • Write producer notes
  • Open training room
  • Open training room
  • Assign host/ co-host roles
  • Assign host/ co-host roles
  • Let people in
  • Discuss new materials/ approaches
  • Troubleshoot audio/ video/connection issues
  • Greet people
  • Engage in chat
  • Share PowerPoint
  • Manage breakout rooms (open/monitor time/close)
  • Engage in chat
  • Copy/paste specific instructions, links, & materials
  • Facilitate content
  • Answer direct messages
  • Update website class pages/LMS
  • Step into facilitator role if needed
  • Follow up with participants after class

5 of 13

Room 3

Virtual Training Producer Agreements

  • Create training room link
  • Write producer notes
  • Review producer notes
  • Open training room
  • Assign host/ co-host roles
  • Discuss new materials/ approaches
  • Let people in
  • Greet people
  • Troubleshoot audio/ video/connection issues
  • Share PowerPoint
  • Engage in chat
  • Facilitate content
  • Manage breakout rooms (open/monitor time/close)
  • Copy/paste specific instructions, links, & materials
  • Answer direct messages
  • Step into facilitator role if needed
  • Update website class pages/LMS
  • Follow up with participants after class

6 of 13

Room 3�Virtual Training Role Agreements

Producer Responsibilities

Trainer Responsibilities

  1. Create Training Room Link
  • Review Producer Notes

2. Write Producer Notes

2. Open Training Room

3. Discuss New Material

3. Assign Host/Co-host

4. Greet People

4. Discuss New Material

5. Troubleshoot audio/video

5. Let People Inside Training

6. Engage Chat

6. Share PowerPoint

7. Manage Breakout Rooms

7. Facilitate Content

8. Copy/paste Instructions

8. Answer Direct Messages

9. Answer Direct Messages

9. Update website class pages

10. Step in Facilitator Role if needed

10. Follow up with class participants after

11. Follow up with class participants after

7 of 13

Room 4

Virtual Training Producer Agreements

  • Create training room link- T
  • Write producer notes- T
  • Review producer notes- P
  • Open training room- T
  • Assign host/ co-host roles- P
  • Discuss new materials/ approaches- T
  • Let people in- P
  • Greet people- T
  • Troubleshoot audio/ video/connection issues- P
  • Share PowerPoint- T
  • Engage in chat- P
  • Facilitate content- t
  • Manage breakout rooms (open/monitor time/close)- p
  • Copy/paste specific instructions, links, & materials -p
  • Answer direct messages- p
  • Step into facilitator role if needed- p
  • Update website class pages/LMS- t
  • Follow up with participants after class- t

8 of 13

Room 4�Virtual Training Role Agreements

Producer Responsibilities

Trainer Responsibilities

Review producer notes

Create training room link

Assign host/ co-host roles

Write producer notes

Open training room

Discuss new materials/ approaches

Let people in

Greet people

Troubleshoot audio/ video/connection issues

Share PowerPoint

Engage in chat

Facilitate content

Manage breakout rooms (open/monitor time/close)

Update website class pages/LMS

Copy/paste specific instructions, links, & materials

Follow up with participants after class

Answer direct messages

Step into facilitator role if needed

9 of 13

Room 5

Virtual Training Producer Agreements

  • Create training room link
  • Write producer notes
  • Review producer notes
  • Open training room
  • Assign host/ co-host roles
  • Discuss new materials/ approaches
  • Let people in
  • Greet people
  • Troubleshoot audio/ video/connection issues
  • Share PowerPoint
  • Engage in chat
  • Facilitate content
  • Manage breakout rooms (open/monitor time/close)
  • Copy/paste specific instructions, links, & materials
  • Answer direct messages
  • Step into facilitator role if needed
  • Update website class pages/LMS
  • Follow up with participants after class

10 of 13

Room 5�Virtual Training Role Agreements

Producer Responsibilities

Trainer Responsibilities

Review producer notes

Create Training Room Link

Assign host/ co-host roles

Write producer notes

Let people in

Open training room

Troubleshoot audio/ video/connection issues

Discuss new materials/ approaches

Engage in chat

Greet people

Manage breakout rooms (open/monitor time/close)

Share PowerPoint

Copy/paste specific instructions, links, & materials

Facilitate content

Step into facilitator role if needed

Answer direct messages

Update website class pages/LMS

Follow up with participants after class

11 of 13

Room 6

Virtual Training Producer Agreements

  • Create training room link
  • Write producer notes
  • Review producer notes
  • Open training room
  • Assign host/ co-host roles
  • Discuss new materials/ approaches
  • Let people in
  • Greet people
  • Troubleshoot audio/ video/connection issues
  • Share PowerPoint
  • Engage in chat
  • Facilitate content
  • Manage breakout rooms (open/monitor time/close)
  • Copy/paste specific instructions, links, & materials
  • Answer direct messages
  • Step into facilitator role if needed
  • Update website class pages/LMS
  • Follow up with participants after class

12 of 13

Room 6�Virtual Training Role Agreements

Producer Responsibilities

Trainer Responsibilities

13 of 13

Michelle & Katrina’s �Virtual Training Role Agreements

Katrina Kennedy Training (916)832-0698 www.katrinakennedy.com

Producer Responsibilities

Trainer Responsibilities

  • Review producer notes
  • Create Zoom link
  • Arrive early (make trainer cohost)
  • Write producer notes
  • Discuss new (or weird) materials/approaches
  • Open Zoom early
  • Let people in
  • Make producer host
  • Troubleshoot audio/ video/connection issues
  • Greet people
  • Engage in chat
  • Share PowerPoint
  • Open breakout rooms
  • Facilitate content
  • Monitor breakout room time
  • Follow up with participants
  • Close breakout rooms
  • Update website class pages
  • Copy/paste specific instructions, links, & materials
  • Answer direct messages
  • Step into facilitator role if needed
  • Update website class pages