We need a really good facilitator/participant permissions tool


Userlevel 5

Like loads of people here, I love what Miro can do, and I desperately wish it could do more to support live facilitated workshops and interactive training.

We need a really good facilitator/participant permissions tool as soon as possible. I am sure I am not the only one who is ready to move to Miro as the main platform for all of my online facilitation work with clients, but I am stalled because I don’t know how soon this main deficiency will be fixed. This is a big barrier to running workshops with less tech-savvy participants or with groups that I will only be seeing for 2-4 hours. That’s why I want to know:

  • What can you tell us about what Miro developers are working on right now?
  • What are the priorities internally? What will you all be working on next?
  • Should we be joining together to hire developers to make add-ons, or can we count on Miro to keep improving the core product for live facilitated workshops?
  • Can we help you? What can we do?

@Anna Savina , @Marina , @Oleg K , @Lena Shenkarenko , @Brittni , @Yuliya Malysh , @Alex Rodnyy , @Ksenia  For the Miro team -  thank you for everything you do, and please understand that this post is coming from a place of love! I would love to talk to someone about the live workshop use case and the most important priorities for professional group facilitators. I would love to run or join a workshop for other facilitators to decide together what we need most from Miro. Whatever you need.

 

For all of my fellow facilitators and trainers: please consider voting for these wishlist items if you haven’t done so already:

Usage rights for facilitators vs participants by @Peter Green  - I think a good implementation of this would almost completely solve the problem of overwhelming participants during the onboarding stage, by allowing us to limit their abilities at first, so we can slowly ramp up the tools available to them as they learn. This post is mostly focused on locking, but there are comments (including mine!) pointing out that this is much more than just locking powers!

https://community.miro.com/wish-list-32/usage-rights-for-facilitators-vs-participants-440

 

 

Disable “Let’s Start” pop up message  by @mlanders - We are running our own live onboarding processes, and this just gets in the way! Please let us keep it as clean and simple as possible for our participants.

https://community.miro.com/wish-list-32/disable-let-s-start-welcome-message-1001

 

Raise Hand and other instant reaction icons for live workshop events (by me!)  This would reduce the barriers to speaking up, because participants would no longer have to go back to the Zoom participant list to raise their hands and could instead keep their attention inside Miro.

https://community.miro.com/wish-list-32/raise-hand-and-other-instant-reaction-icons-for-live-workshop-events-987

 

Allow anonymous board editors to rename themselves for the duration of a session by @Sebastian Schreiner - Right now we have choice of having our participants be anonymous or placing the extra speed bump of registration with Miro between them and the ability to participate. Please allow us to make it as easy as possible for our participants to have a great experience! I promise having a great experience will do more to make them a future Miro customer then making them register will!

https://community.miro.com/wish-list-32/allow-anonymous-board-editors-to-rename-themselves-for-the-duration-of-a-session-808

 

Customize toolbar for anonymous guest editors by @Thinkqualitative - If we can make Miro as simple to use as Google Jamboard for our participants at first, then gradually add abilities and functions as they are needed, Miro will absolutely be the best tool available for facilitating live online interactive workshops.

https://community.miro.com/wish-list-32/customize-toolbar-for-anonymous-guest-editors-586

 

Set default sticky note size and shape by @Rico Trevisan -  I build my templates around medium-sized rectangular stickies, but my participants automatically create square stickies of whatever their most recent size is. Pre-setting the default size would be a huge relief.

https://community.miro.com/wish-list-32/set-default-sticky-note-size-233

 

Hide/reveal frames by @Tim J. Peters  - Again the main aim here is reduce confusion and stress by limiting what participants can do and see to a small area at first. They can’t get lost if there is only one area visible!

https://community.miro.com/wish-list-32/hide-reveal-frames-445

 

Super lock for facilitators function by @Michele Budri - this would allow us to lock things in a way that participants can’t unlock by accident. We have some hints that Miro might be working on this already. The sooner the better!

https://community.miro.com/wish-list-32/lock-object-by-role-773

 

 


29 replies

Userlevel 4
Badge +5

@Alan Heckman sure, you can use it and embed in  your board!

Userlevel 5

Hey @Francis Jee I am very interesting to get your feedback on this Onboarding Video that our team has created: 

 

 @Kate Ivanova this onboarding video is great! Is there a version I can embed in a board to try out with my participants this week?

Userlevel 7
Badge +16

@Kate Ivanova This video will be super helpful and I can’t wait to be able to share a link to it once it’s on Miro Academy.

I second @Francis Jee’s comment re showing how to upload a picture the user’s computer - perhaps even a quick plug of ‘you can upload a picture from your phone using the Miro smartphone app’.

Further to Francis’ comment of showing the scroll wheel of a mouse when you talk about zooming in/out, I would like to see a web cam on the user’s keyboard/mouse/track pad in a small video bubble in the corner of the screen to demonstrate exactly what they are doing as they interact with the board - pinch-to-zoom, scroll-to-zoom, Shift + click to select multiple objects, etc.

The point/tip I like the best: Suggesting that user’s set their navigation to Mouse vs. Trackpad or Touchscreen.

I’m looking forward to seeing this live in the Academy!

Userlevel 1

Hey @Francis Jee I am very interesting to get your feedback on this Onboarding Video that our team has created: 

 

Hi @Kate Ivanova , that is a great little video! I like the following:

  1. at just 3 minutes, this would be something I could use for most of my entry level with no experience on MIro.
  2. The pace is just right. Not too fast, not too slow.
  3. Zooming in on a new button is very helpful for identifying where a button/function can be found (eg 3 dots, and undo).
  4. Showing the visual of the key when you mention them is also very helpful.

#3 & #4 above is especially important to individuals who may be slower at scanning the screen to identify the item mentioned - for example some older  individuals who may not have spent much time on user-interfaces like Miro, or those who are self-conscious or lack confidence especially when they are virtually surrounded by other participants and start to experience brain-freeze. So happy you did these small touches.

 

Suggestions to make this video even better:

  1. When you first talk about settings at 0:15, can you also zoom in the button so viewers can identify the location easily? It is the first time a function located on the board is mentioned.
  2. When describing an action, can the voice pause for 1 second before executing to allow the new viewers eyes to switch to the location of the ‘laser pointer’. BTW, could we have a bright green or red laser please? Maybe flash or blink to indicate a click just before the action takes place?
  3. When the scroll wheel is mentioned, can we also have an image just like the keys when they are mentioned?
  4. Not sure if the undo shortcut key is necessary. Keep it simple and just use the undo button at the top? Those who know Ctrl-Z would automatically try it anyway.
  5. Talking about adding images, is there a way to also talk about adding images from your computer. I often run ice-breakers where I ask participants to add images of themselves to a map of the world to indicate where they come from. Then also use the arrow to point to a location. People love to see faces of other participants, especially from their home town or country.

     

  6. Maybe invite them to explore the add icons on their own as a teaser. Many users love icons, even more than google images. It reminds them of stickers.

OK, that’s my 2-cents worth of observations and thoughts. I hope you find them helpful.

 

Warm regards,

 

Francis

Userlevel 4
Badge +5

Hey @Francis Jee I am very interesting to get your feedback on this Onboarding Video that our team has created: 

 

Badge

Thanks for the list @Alan Heckman

For me, smoothing the experience for guests is a top priority. The major hurdle is the signup. Corporate execs just don’t have time for that–and anyone who insists they make time for it burns a little relationship equity with them. (As an outside consultant, I don’t really want to be the one taking that relationship hit.) 

In the pitch stage, it’s acceptable for my clients to show up as anonymous users, but that becomes a problem real quick when it’s time to collaborate in workshop mode. And even if I’ve managed to convince my direct client contact to sign up, they’re slow to ask their colleagues to do the same, especially since some will be their superiors and they don’t want to put their own relationship on the line.

I love Miro, and I’m excited to see this one figured out. (Looks like your direct competitor has an answer to this already!)   

@Kate Ivanova I’d be willing to beta test and/or talk about my use cases. 

Userlevel 5

Thanks @Alan Heckman and @Rob Johnson, I understand what you’re talking about and that does make sense. I would be happy to chat with you in a several weeks about possible solution :raised_hands:

 

@Kate Ivanova I would LOVE to talk to you about this, and to help in any way I can.

Hi @Marieke and @Francis Jee, great idea!

You are welcome to start such a topic in the Best Practices & Discussions section, and share your own ideas building sand-boxes / play areas for newbies! Hopefully, more people will join the discussion, and we will have a great thread with lots of brilliant ideas :blush:

Then, we will see if we can somehow combine all the messages in a guide/template :rocket:

Userlevel 1
Badge +1

I love this summary @Alan Heckman, thank you so much for that! @Francis Jee I love your idea about sharing best practices for onboarding! Please let me know if a group already has been formed or how I can contact you.

Userlevel 4
Badge +5

Thanks @Alan Heckman and @Rob Johnson, I understand what you’re talking about and that does make sense. I would be happy to chat with you in a several weeks about possible solution :raised_hands:

 

Userlevel 7
Badge +16

@Rob Johnson, I like the way you have described your use case, but I don’t think it should be that limited. I would like to have the owner of the board create arbitrary permissions levels, name them,  and assign any user to any permissions level including assigning “everyone else” to a specific level.

The board owner should be able to adjust every single tool and permission for each level, so that everyone with that level assigned would have access to the tools in that level. Then it would be easy to create the facilitator and presenter permissions sets you suggested, but you could also create permissions set for “observers” or “co-facilitators” or a thousand other use cases we haven’t thought of yet. When I am sure participants in my workshops are comfortable with navigating the board and using stickies, I can add icons or arrows or whatever other tool I need to their permissions set, so they can learn to use that one next.

I completely agree! That was just all I could muster at that single point in time as I was hungry and needed to go eat haha.

Userlevel 5

@Rob Johnson, I like the way you have described your use case, but I don’t think it should be that limited. I would like to have the owner of the board create arbitrary permissions levels, name them,  and assign any user to any permissions level including assigning “everyone else” to a specific level.

The board owner should be able to adjust every single tool and permission for each level, so that everyone with that level assigned would have access to the tools in that level. Then it would be easy to create the facilitator and presenter permissions sets you suggested, but you could also create permissions set for “observers” or “co-facilitators” or a thousand other use cases we haven’t thought of yet. When I am sure participants in my workshops are comfortable with navigating the board and using stickies, I can add icons or arrows or whatever other tool I need to their permissions set, so they can learn to use that one next.

Userlevel 7
Badge +16

@Alan Heckman Great summary!

I’m adding in my thoughts on an Agenda set of features for boards.

In addition to board Owner, there could be Facilitator (assigned by owner) and then Presenter (Facilitator by default, but can be assigned by the Facilitator).

  • The role of Facilitator could be assigned  to a board by the board Owner.
  • The facilitator could then define an Agenda for the session (webinar, training, workshop, retrospective, etc.).
  • The overall session could have a time assigned to it, e.g., 60 minutes.
  • Each agenda item could have the following attributes:
    • Length of time, e.g., Icebreaker = 10 minutes.
    • Starting location (object, position, etc.) on the board.
    • Presenter for that Agenda item.
  • The Facilitator would have configured the agenda in advance and with the click of a button, the session would kick off.
  •  Somewhere on the screen at all times (with the ability for anyone to show/hide) would be a small, unobtrusive modal/window showing the current status of the agenda item, e.g. “Item # 2/6 - Icebreaker (4:56 remaining)”

The role of Facilitator for a board is important as it would do a number of things:

  • Back to my previously stated idea, the participants could chose to turn off seeing all cursors EXCEPT for the current Presenter (being the Facilitator default)
  • And, of course, if the Facilitator wants to hand over the title of Presenter to another participant, now all of the board participants will see only that user’s cursor.

Oh, and while I hope and wait for these features, I will use the boards Notes pane with checklists to keep track of the agenda.

Userlevel 5
Badge +4

@Kate Ivanova please add me to the beta-test list as well. 

Thanks @Alan Heckman for such a great write-up. I had voted on most of them before finding your compilation. 

Userlevel 5
Badge

@Alan Heckman - I agree all your points

I also agree the posts you pulled out for upvoting - I’ll go do that :)

So far miro is (currently) the ONLY tool with <iframe>, is one of the few to not try to harvest every customer’s contacts by insisting on a sign-up and has the best potential. But it is potential not ability as of today.

I’m finding the user interface (UI/UX) both buggy and it yields different results from the same action in different circumstances without signposting - that’s a really rookie UX error as it increases the learning curve by orders of magnitude. It also adopts some conventions that are different from ‘what we all know’ (but really means microsoft and google) which also extends onboarding

@Marina @Kate Ivanova   I’m still cogitating on my list of ‘deal-makers’ - stuff like being able to put folk into AV groups who work on a board area together - as if clustered at a flip-cart - but can look around to see whats going on elsewhere - The follow-me function needs to mature - the iframe needs to open for everyone - there is more to capture and share

I’d also like to charge for board entry eg $1 per access or 200$/mth or 100accesses for 500$ or...

I’d welcome the opportunity to chat and link up on linkedin? i’m simonharrispmp on L-In

Beta-access is also of interest

Userlevel 1

@Alan Heckman  - a great list of things on my wish list plus a few more. Thank you for putting it together here for @Marina and the rest of us.

 

I have been spending lot so time building sand-boxes or play areas for newbies to learn the basics before they join my sessions (training workshops and classes). Could we form a group to share best practices on building such boards. Then, we can create a template, or the Miro team can create a template for everyone to use. I would also love a micro-course or certification where newbies can go and take. This can then be a pre-requisite before joining an event. What are your thoughts @Kate Ivanova?

I have a suggestion: you guys could (should!) have a temporary guest editor link. Like, 24h available link. =)

Userlevel 7
Badge +18

@Kate Ivanova - I’m also interested to beta test the next upcomming features of miro.
Michael

Userlevel 5

Thank you @Kate Ivanova for that reply. I would love to do an in-depth interview if it would be helpful to you, and I would very much like to be on the beta testers list.

Userlevel 7
Badge +14

@Kate Ivanova -

I’d love to be added to your beta test group!

Kiron

Userlevel 4
Badge +5

Hi everyone, Kate, product manager responsible for the Remote Workshops & Meetings product stream in Miro here.

Thank you for using Miro, and finding the time to continuously give us feedback that helps us build a better product for our users.

First off, I love your idea around hiring developers to build add-ons – we’ve seen dozens of our customers successfully build apps for their teams using Miro Platform capabilities. This is the best way to ensure the functionality that’s being added to Miro fully satisfies your requirements (which may not always be the case with features designed by the Miro team).

When I look at the list of the features you hope to see added to Miro, I obviously see some that we either have in the backlog, or are currently looking into adding to our product. That being said, I don’t feel it will be right to share any ETAs with our users at this point.

The main reason for that is the fact that since the beginning of 2020 we’ve seen a number of dramatic changes to the way the whole world operates and even now we can’t be sure what the implications of that will be. Right now we are balancing the need for our product and company to rapidly deliver solutions needed now, while also setting clear plans for the near and long term.

That being said, there are multiple ways you can have impact on our product:

  • We constantly monitor Miro Community, cluster the feedback we get and make sure it informs how we prioritise features on our roadmap – so, please, keep sharing how you use our product with us
  • If you’re up for it, we will be more than happy to conduct an in-depth interview to understand your workflow better and eventually give you early access to the features we design
  • If you need any help with developing custom apps and integrations using Miro API, @Boris Borodyansky is always there to help and guide you
  • If you’re interested in beta testing features we develop to support Remote Workshops & Meetings in Miro – please, let us know in this thread – we’ll sign you up and reach out to you once we’re ready for user testing

 

Userlevel 5

@Marina and @Kate Ivanova  Thank you so much for offering to bring this to the team and get back to us! And, please keep in mind this part: I really will like to help if there is any way I possibly can. I am sure I am not the only one!

Miro is such an amazing tool and it is ALMOST ready for the live facilitated workshop use case. It already works pretty well for long term stable teams,  small groups of participants with plenty of time for onboarding, and groups of technically competent users. Let us help you make it the best tool on the internet!

 

 

Hi all,

@Alan Heckman, great topic and great questions! Thank you for starting it :thumbsup_tone2:

And thank you for this list of features and your own explanation of why they are important to you and your workflow. I am tagging @Kate Ivanova for workshop-related questions and the summary of features for online facilitation. Kate, please have a look.

As for the product development questions, let me check in with the team. We have a meeting this week, and I will pitch your questions there. I will get back to you as soon as I have any updates from the Product Team.

Amazing post, filled with care and appreciation for Miro, and at the same time, highlighting what can be done to make it more accessible and sustainable for those of us facilitating workshops! I completely agree with you about everything, and hope that the Miro folks thoroughly read the post and take your suggestions. 

Userlevel 7
Badge +18

Hi @Alan Heckman 

thank you for this summary.

One element that is on the top-importance list is the login via password. Even for anonymus guest editors:

https://community.miro.com/wish-list-32/password-protected-public-boards-350

It is for me one of the most necessary element - as long as it is not possible to have this I have to work in combination with other tools - like zoom or GoToMeeting without the option that guest editors can get into my board.

Michael

Reply