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[READY FOR REVIEW] PPIE version of Inclusive Events chapter
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42 changes: 42 additions & 0 deletions book/website/_bibliography/references.bib
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Expand Up @@ -2089,6 +2089,13 @@ @Article{Stachowski2020autotuning
publisher = {Springer Science and Business Media {LLC}},
}

@misc{nhs2023safeguarding,
author = {NHS England},
title = {Safeguading},
year = {2023},
url = {https://www.england.nhs.uk/safeguarding/about/}
}

@misc{DSG2020Roche,
doi = {http://doi.org/10.5281/zenodo.3876989},
year = {2020},
Expand All @@ -2109,6 +2116,31 @@ @article{Bonvoisin2018
journal = {Procedia {CIRP}}
}

@misc{nihr2021differentexperiences,
year = {2021},
author = {National Institude for Health and Care Research},
title = {Different experiences: A framework for considering who might be involved in research},
url = {https://www.nihr.ac.uk/documents/different-experiences-a-framework-for-considering-who-might-be-involved-in-research/27387},
urldate = {2023-11-10}
}

@misc{camden2022preferredlanguage,
year = {2022},
month = {Jun},
author = {Camden Coalition},
title = {Understanding preferred language for people with lived experience},
url = {https://camdenhealth.org/blog/understanding-preferred-language-for-people-with-lived-experience/},
urldate = {2023-11-10}
}

@misc{HDRUK2023ppie,
year = {2023},
author = {Health Data Research UK},
title = {Involving and engaging patients and the public},
url = {https://www.hdruk.ac.uk/about-us/involving-and-engaging-patients-and-the-public/},
urldate = {2023-11-09}
}

@misc{academiaindustryguide,
doi = {10.5281/zenodo.2615365},
year = {2019},
Expand Down Expand Up @@ -2534,3 +2566,13 @@ @article{Tendler2023culture
title = {Research Culture: Why every lab needs a handbook},
journal = {eLife}
}

@Article{Cook2023zoom,
author = {Abi Cook and Meg Thompson and Paddy Ross},
year = {2023},
journal = {PLOS ONE},
title = {Virtual first impressions: Zoom backgrounds affect judgements of trust and competence},
doi = {https://doi.org/10.1371/journal.pone.0291444},
number = {18},
volume = {9}
}
17 changes: 17 additions & 0 deletions book/website/_toc.yml
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Expand Up @@ -540,6 +540,23 @@ parts:
file: collaboration/chairing
- title: Participating in Events
file: collaboration/event-participation
- title: Hosting Events with Public Contributors
file: collaboration/ppie-events.md
sections:
- title: Planning your PPIE Event
file: collaboration/ppie-events/ppie-events-planning.md
- title: Location and Venue Planning
file: collaboration/ppie-events/ppie-events-location.md
- title: Scheduling and Agenda Considerations
file: collaboration/ppie-events/ppie-events-schedules.md
- title: Communication Strategy and Planning
file: collaboration/ppie-events/ppie-events-comms.md
- title: Inclusive Social and Networking
file: collaboration/ppie-events/ppie-events-socials.md
- title: Technology Considerations
file: collaboration/ppie-events/ppie-events-tech.md
- title: Additional Resources
file: collaboration/ppie-events/ppie-events-resources.md
- title: Informal Coffee Chats
file: collaboration/informal-chats
- title: Tools for Facilitating Collaboration
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3 changes: 3 additions & 0 deletions book/website/afterword/glossary.md
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Expand Up @@ -443,6 +443,9 @@ Persona Canvas
Phony Target
A phony target is one that doesn’t correspond to a file on the filesystem. A target is marked as phony by making it a prerequisite of the .PHONY target.
Plain Language
Plain Language (also sometimes referred to as Plain writing or Plain English) is language and communication that your audience can understand the first time they read or hear it. Plain Language is defined by clear, straightforward communication that uses only as many words as are necessary to ensure that your audience understands the message easily. Most newspapers are written using plain language.
Positionality
Differences in social position and power shape identities and access in society. In acknowledging positionality, we also acknowledge intersecting social locations and complex power dynamics (also see: Intersectionality).
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# Guidelines for Hybrid Collaboration

## Chairing Hybrid Events
- The Facilitator should take care of either both in-person and online, or there could be a seperate online facilitator to make sure that the online audience is not lost.
- The Facilitator should take care of either both in-person and online, or there could be a separate online facilitator to make sure that the online audience is not lost.
- For all sessions, chairs should receive instructions on how to include both types of participants.
- See [An honest* guide to facilitating hybrid events](https://www.sessionlab.com/blog/hybrid-events-guide) for more information.

Expand All @@ -12,49 +12,100 @@

- Organising a hybrid event is like organising two events: in-person and online.
- If you're separating in-person and online (a couple of days in-person and a couple of days online), it might be easier to handle.
- If both modes take place simultanously it takes different planning and it is more challenging as you will be running two events at the same time.
- If both modes take place simultaneously it takes different planning and it is more challenging as you will be running two events at the same time.

- Online participants might have to join at times that are not core working hours for them. Keep this in mind especially for interactive parts.
- If some aspects of the agenda only apply to one participant group, be clear about this. For example, do not schedule a networking session that turns out to just be the in person coffee break without being clear how you expect online participants to network.
- Online participants might have to join at times that are not core working hours for them. Keep this in mind, especially for interactive parts.
- If some aspects of the agenda only apply to one participant group, be clear about this. For example, do not schedule a networking session that turns out to just be the in-person coffee break without being clear how you expect online participants to network.

### Location

- Reserve rooms for break out interaction with online participants.
- For in-person people it might take some time to physically move to other rooms, whereas for people online this it might be faster to move to a different breakout room. Please consider such time requirements when switching rooms either physically or virtually.
- For in-person attendees, it might take some time to physically move to other rooms, whereas for people online it might be faster to move to a different breakout room. Please consider such time requirements when switching rooms either physically or virtually.
- Make sure technical set up is in order: online audience should be able to hear the speaker and questions asked and be able to see the slides.
- Check microphones, video and/or slide sharing before.
- Make sure everyone in the room uses microphones when speaking.
- Ensure speakers introduce themselves as otherwise, it can be difficult for remote participants to identify who is talking.
- Ensure speakers introduce and identify themselves otherwise, it can be difficult for remote participants to identify who is talking.
- A online facilitator can message on the online platform, each time a new person starts speaking ("Person-A" is speaking now).
- Select a space that has all the facilities (internet, proper seating/desk).
- Ensure that online individuals have the time space so that they can fully participate (space for focus time, food breaks).
- Ensure that online individuals have the time and space to fully participate (space for focus time, food breaks).
- Check if there are free localities available in the areas of online participants (university, libraries) which might also provide good internet connection.
- Caring/child support may be needed for people with care taking responsibilities (applies to both online and in person participants).
- If someone is at their own university/working place, they may be distracted by their colleagues who do not realise that someone is in an event. In such a case, consider reserving a quite space in your university/work place.
- Caring/child support may be needed for people with caretaking responsibilities (applies to both online and in-person participants).
- If someone is at their own university/workplace, they may be distracted by their colleagues who do not realise that someone is in an event. In such a case, consider reserving a quiet space in your university/workplace.

## Organising Hybrid Meetings

- Plan earlier so that people can block their calendars
- Plan on movement (time & space)
- Plan earlier so that people can block their calendars.
- Plan on movement (time & space).
- Plan for what you will do and how you will communicate with attendees if power or internet access is lost for either yourself, your facilitators, or your attendees.

### Ways to Reduce Distractions

- Support online participants in booking co-working spaces either near to their location that are equipped with necessary basic facilities such as internet, electricity, and work desks.
- Support online participants in booking co-working spaces either near their location that are equipped with necessary basic facilities such as internet, electricity, and work desks.
- Share comprehensive information about the available facilities and support resources and provide guidance on how to access them through facilitation documents.
- Encourage speakers and attendees who are engaging online to blur their background and to limit background noise as much as possible.

### Communication Tools for Hybrid Collaboration

- Carefully select tools and technologies that consider inclusivity and the impact on teams.
- Avoid imposing unsutaible platforms on teams and be open to new options and tools.
- Avoid imposing unsuitable platforms on teams and be open to new options and tools.
- Ensure virtual meetings have the capacity to accommodate more participants.
- Follow up with remote attendees after hybrid meetings to address their needs.
- Set up and use proper microphone system for all the in-person groups, so that those joining remotely can .
- Proper shared note taking document and/ or facilitation guide for both in-person and remote groups to ensure both groups are included.
- Set up and use a good quality microphone system for all the in-person groups, so that those joining remotely can clearly hear speakers.
- Support shared note-taking documents and/ or facilitation guides for both in-person and remote groups to ensure both groups are included.
- Establish a platform for asynchronous side chat to facilitate communication.
- Ensure equal availability and access for both in-person and remote attendees in hybrid events.

### Social Networking during Hybrid Collaboration

- Recognise and address asymmetries in in-person and online settings to establish realistic expectations.
- Create opportunities for social interactions both online and in-person to balance out the challenges.
- Foster a positive atmosphere in-person and encourage an informal approach online to facilitate idea exchanges and connections.
- Create opportunities for social interactions both online and in person to balance out the challenges.
- Foster a positive atmosphere in person and encourage an informal approach online to facilitate idea exchanges and connections.

### Personnel and Staffing Planning

Depending on your event or meeting, you may need to consider providing support for session facilitation, notetaking, and technical support.
For hybrid events, you will need both in-person personnel **AND** online personnel and ensure that are able to recruit support for both the online and in-person parts of your event as it will be incredibly difficult for the same person to act as both an in-person and online facilitator.

Below are some examples of types of facilitators or contributors that your hybrid event might need to make it a success.
For each role, we have included some potential tasks & responsibilities.

#### In-Person Technical Support
- Ensure that the audio and visual set-up is working.
- Support presenters and speakers with presentation set-up and slide transitions.
- Ensure that any audio or hearing induction loop technology is working and accessible.
- Open up polls or other interaction software used during the event.
- Ensure the event is recorded correctly if you are planning on recording and sharing the session content.

#### In-Person Facilitator
- Ensure that attendees and any speakers are able to engage in the session using microphones or other audio equipment.
- Work with a speaker or panellists to answer questions from the audience.
- Ensure that questions taken from the audience represent the diversity of the attendees.
- Provide the audience with information about any emergency exits or other physical locations of importance during the event.

#### In-Person Notetaker
- Take notes during the session and capture the main points of discussion.
Depending on your event, this may also involve sending notes or making live notes available to attendees with sensory disabilities.

#### Online Technical Support
- Support attendees and facilitators with sound or video focus difficulties.
- Host the online platform and open the session if there is a waiting room.
- Place attendees on mute if there is loud or distracting background noise.
- Ensure the event is recorded and streamed with closed captions and transcription software.

#### Online Facilitator
- Support the engagement of attendees and moderating conversation.
- Provide discussion prompts and ask thought-provoking questions.
- Introduce the meeting and event.
- Facilitate Q&A and any polls that are used during the session.
- Remove online attendees if there is any inappropriate behaviour that contravenes the event's Code of Conduct.

#### Online Notetaker
- Take notes during the event's sessions and ensure that they are accessible to all attendees.
- Summarize information shared by online participants so that it may be communicated to, and shared with, in-person attendees.
- Share links in the chat as requested by speakers and the attendees.






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