As a team, we’ve been used to delivery online for a long time – it was a necessity for us as a remote team working across the UK before Covid restrictions made it a necessity for many around us. But hybrid was a newer challenge for us all. I’d been part of livestream teams before, capturing live events for both in-person and digital audiences, but participatory hybrid sessions are a different terrain and involve different considerations. We ran our first hybrid event with organisers from across North Manchester at the end of 2021 – learning a huge amount throughout the process. Shortly before we ran our event, our friend, collaborator and Deputy CEO of Grapevine Mel Smith tweeted asking for advice and top tips for hybrid sessions. We keenly explored the replies and promised to share our own tips from the session we had planned. This blog is an aim to make that promise a reality. It details how we ran our hybrid session and the tips we have to share as a result. In the coming weeks, we hope to share further posts on our hopes and ambitions for future hybrid sessions we’ll run, and what we’ve learned from how others do it.

Why hybrid?

A key question to start with is why should this be a hybrid event? In our case, in planning this particular event we had always envisaged the event having some place-based aspect, considering it was for geographically-connected organisers. In the 1-to-1s we had in the weeks before the event with all the prospective attendees it became clear that, for some, online was the only way they would be able to participate for a number of reasons, be it scheduling conflicts, accessibility or safety. It’s important to note that even if this hadn’t been voiced in the 1-to-1s we had, this wouldn’t mean it wasn’t a factor for many prospective participants. The adaptation of many offline spaces to online during lockdowns has made many spaces more accessible for disabled and isolated people that weren’t before. Hybrid events mean that this access can continue, rather than opportunities disappearing because events, workshops or meet-ups have moved into offline spaces.

For a number of our attendees, the idea of sharing physical space with other local organisers was important. The split of sign-ups for online vs. in-person was roughly 50/50. We spent some time figuring out if an in-person element could be done safely given the COVID-19 information and guidance at the time and shortlisting venues that would complement both a hybrid approach and ensuring good practice of safety measures. After all of that, we decided that running a hybrid session was the most ideal format for this particular session.

Our first piece of advice is take time to explore the different options you have, and what your participants will need. If hybrid isn’t what any of your attendees want or need, and there isn’t guidance against in-person meetings – maybe stick to doing your event offline. If you have a majority of attendees that need to participate virtually, or it’s difficult to make your event safe for anyone in person, or you don’t have the time or resources to do a hybrid setup – perhaps running an online only session is your best bet.

If you do go ahead with hybrid, here are our tips from what we’ve learned so far – including a little insight into our process.

Tip #1: Be as intentional as you can about your tech + set up

Carefully select your venue. We worked with a venue to ensure we had a big enough space for social distancing, open doors and easy access to bathrooms. On the tech side, it had a TV on the wall and fast Wi-Fi, meaning we could see and hear the digital attendees on the TV and not worry about the connection dropping.

Use separate devices for input and output.
When you join the digital room from the in-person room, you’re trying to do two things: capture what’s happening in-person to show the digital room (what we call ‘input’) and show what’s happening in the digital space to those in-person (what we call ‘output’). We decided, and would recommend, to use two separate devices for each of these tasks. The first we used was our ‘output’ device, a laptop used just to share the video and any audio from the Zoom room out to the in-person attendees, connected to a TV. This meant we had to unmute the TV every time feedback or speech from the Zoom room needed to be relayed from the online room to the offline room but prevented any feedback coming through when we spoke in the room to the online space. The second was our ‘input’ device – a separate laptop connected to microphones and a camera that was aimed at the speakers of the in-person room and spotlighted when there was in-person speech that needed to be relayed to the whole group.

Choose the right tech for your session. We chose to run our session on Zoom as our team is comfortable with it – we already use it for all our sessions online and have spent time ensuring it’s as accessible as we can make it for online attendees. The host capabilities complement running hybrid sessions and we know that you can connect microphones and external cameras with ease. Nim Ralph compiled a useful guide to choosing tech for online sessions which is similarly applicable in hybrid sessions. In terms of sound and video, we connected an external camera and mics to the input device. The output device was placed next to the TV in the room and connected to it. Here’s the sketch diagram of one of our initial versions of our setup created to figure this out before our physical run-throughs:
Station 1: Hardware: - TV (at venue) - Laptop (Steph’s Macbook Air) - 2x Microphones - Cleaning products (for mics) Cables/adapters: - TV power cable/adapter (at venue) - HDMI cable - HDMI to USB-C adapter - USB-C cable and power brick (for Macbook Air)Station 2: Hardware: - Camera - Tripod - Laptop (Edith’s Macbook Pro) - Audio receiver (receive microphone signal) - Audio interface (connect mics to laptop)Hardware: - Camera - Tripod - Laptop (Edith’s Macbook Pro) - Audio receiver (receive microphone signal) - Audio interface (connect mics to laptop) Cables/adapters: - USB-C cable and power brick (camera) - Mini-HDMI cable (camera) - Camlink 4k (camera HDMI to USB-A) - Audio receiver power cable/adapter - 2x TRS to XLR cables (mic receiver to interface) - USB-C (audio interface) to USB-A (laptop) cable (provides power and data) - Cable and power brick (for Macbook Pro) - Socket extension (connect power to wall socket)

Plan and play with your setup in advance – and test your final approach ahead of the day. As the tech lead, I sat with the laptop connected to our microphones and camera (input device) to make sure everyone could be seen and heard from the in-person room, and had the remote for the TV to unmute it when the digital attendees and facilitators were speaking. We planned the tech setup, including what was connected where and using what cable, in advance. Here is the initial plan we came up with, which is not too far off what happened in reality. It took a few configurations, but the time we spent playing with devices meant that our final setup was one we were pretty confident with by the time the day came. (Link to our setup)

Tip #2: You can’t have too much practice

After we’d mapped the tech, liaised with the venue and finalised our session plan and delivery plan – we did a digital run through. We then did a hybrid run through – two of us in person in the venue, and two of us facilitating online joining via Zoom. We won’t need to do a run through every time we run a hybrid session, but getting everything right this first time was important and it helped to allow us to feel ready and confident. We could’ve also done our run through somewhere else but as we’re a remote team, coming together the day before to test at the venue made the most sense. If you’re based in an office or community centre, you could just do a test run wherever you are.

We tested everything – including the sound levels, the picture, the transitions from people sharing in-person to virtually, and spotlighting different attendees. This helped us find any solutions to any lingering issues with enough time to implement them – everything from deciding who was best placed to share slides to putting a post-it note on the camera to ensure that the facilitators in-person looked at it whilst speaking.

A camera with the name Latifa stuck onto it with a post-it note

We used a post-it note with our virtual facilitator’s name to help us deliver to the camera, not the TV monitor, whilst practicing

Tip #3: Don’t underestimate the people power you’ll need

One crucial thing to assess is do you have enough people in your team to run a hybrid event? I’ve found that there is often a tendency to underestimate how many people are needed to run events and sessions, be they offline or online – which creates its own set of challenges. When taking a hybrid approach for the first time, ensuring there’s enough people can be the difference between feeling like a hybrid session was a well executed learning curve or a nightmare that you can’t imagine repeating.

For us, this meant having:

  • In-person facilitator delivering the session
  • In-person facilitator acting as the bridge between the in-person and virtual through leading on the tech
  • Two Zoom facilitators, with tasks such as setting up breakout rooms, screensharing and facilitating split between them
  • A screenshot of a document that details the responsibilities of the different staff at the hybrid event.

    We made these roles clear to all who attended and who they could go for for different problems or support needed, depennding on which space they were joining us in.

    Tip #4: Work out when to bring the rooms together and when to facilitate and work separately

    We found that doing some activities across both rooms and delivering some things separately worked best for the flow of the session. Those joining virtually had a virtual welcome from our online facilitators whilst those in-person were welcomed in person and asked to write name tags and find a seat. When attendees had filled both rooms, we then did a joint welcome and named who was in each space to support people to understand the breadth of experiences and perspectives across the physical and virtual. For us, everyone hearing the same introduction that named the different ways each room participated was important.

    For some activities, one facilitator, either virtually or in-person, might be the best person to introduce across the two spaces. This could be the case for solo activities, where everyone no matter which space they’re in will engage in the same way. For others, it makes more sense to stop the ability for each room to hear each other and introduce the activities separately – an example could be group activities where in person we’d guide people through where the flipchart paper and pens are, but virtually attendees would be shown how to use Google Jamboard or Mural. It might feel like you’re creating a barrier by doing some delivery separately, but actually you’re saving the time of participants who don’t need an introduction to a digital tool or to know where the post-it notes are kept.

    Consider the way that each section of your event or session needs to be introduced, carried out, and fed back for each room – and choose how to deliver it accordingly.

    Tip #5: Create an abundance of opportunities for the rooms to listen

    On the topic of feedback, where it’s appropriate, don’t shy away from opportunities for conversations across the virtual and physical spaces but be mindful of how much each room and its attendees are heard. For us, we planned to alternate feedback so neither room was heard first. We also let the facilitator based in the room that we were hearing from guide who was sharing and leading on creating space for their room to be heard by the other. We wanted to create the opportunities for 1-to-1s across the rooms but weren’t able to given the constraints we had, but we’re aiming to focus on this in future hybrid sessions and ensure that people feel as connected across the rooms as possible.

    Tip #6: Don’t forget the basics

    When a lot of groups first transitioned to working online during the beginning of the first lockdown, one thing we reiterated in a lot of our Zoom facilitation training was to not forget the basics of facilitation just because it was online. Sometimes being immersed in new technology that we have to learn about quickly means we can forget the foundations of bringing people together still apply.

    The same goes for hybrid. Baking in adequate accessibility, managing the expectations of participants, letting people know how they can communicate and what the culture and the conduct of the space is – this is all still essential in a hybrid setting and matters just as much as having the camera plugged in to the right computer.

    The thing to be aware of is that managing two ‘rooms’ means you might have to do things a little differently. For us, we delivered two introductions. Everyone heard them – but we directly addressed the different rooms, for example:
    If you’re in the physical room with us today and you need to pop out, no problem at all. If you’re online, you’re welcome to do the same but we might not always know if you’re gone and how long for so we ask that you message in the chat or rename yourself if you step away from the screen – e.g. ‘Edi is making a cup of tea’. This way we won’t put people into breakout rooms who could end up being alone during an exercise.

    The benefit of letting all participants know the different ways each room might engage in the session is it reminds them that they’re in wider company than just those around them. We found this to be especially helpful in moments like getting feedback – by each room knowing the steps we took to get feedback from participants in each space, people were better at adhering to the expectations of the space and giving a chance for others to speak:
    “If you’re in the offline room please raise your hand and we’ll come to you with a mic, if you’re in the Zoom room please use the ‘hand raise’ function and we’ll address you by name and invite you to unmute.”

    Tip #7: Reflect and evaluate with depth and rigour

    As can often happen in the delivery of events and sessions, our plan for the session changed in ways as the session happened in real time and there are a number of things we would want to do differently next time – but it was important for us to distinguish between which of these were related to the hybrid approach and which of these were related to the content/session plan. As with any virtual or in-person session, you might design a very robust hybrid approach but end up unrelatedly wishing you’d made different choices for your content, activities and flow. Honouring enough time to properly unpack this, especially in early days of adopting a hybrid approach, means that you can make thoughtful and likely more sustainable adaptations for the future.

    In the coming weeks, we’ll compile a list of our hopes for hybrid sessions and what they could unlock for us – and the lessons we’re learning from others who do it well. In the meantime we ask, what do you know or want to know about running hybrid sessions? Who have you learnt from and what do you hope to try?

    One comment

    1. Brian Seaton

      Thanks for a very useful blog.
      Small Charity Support has been facilitating virtual meetings for a variety of other organisations, particularly during the Covid pandemic, of course. This has included activities from “round the (virtual) table” trustees’ meetings, to church services, cub & scout meetings to speaker/entertainer meetings for the more elderly community. And we’re still learning ! So thanks for the useful tips (particularly on using breakout rooms, which we’ve not been able to do very well so far).
      We’d be happy to share our experiences, including practical things like copyright policies and setting up notes for remote speakers/entertainers to hybrid (in-person and on-line) audiences.
      For contact details Small Charity Support is easy to find by just searching the internet.
      Brian Seaton, Principal Trustee


    What are your thoughts?

    We would like to hear from you. Leave a comment to start a discussion.

    Please fill out this field correctly.

    Please fill out this field correctly.

    * required fields.

    Your email will not be published. By commenting on this website you confirm that you have read and agree to our privacy policy.