February 8, 2010

A Checklist for Facilitating Online Courses

By: in Distance Learning Administration, Online Education

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There are two common assumptions about teaching online that can sink even the most well-meaning neophyte. One is that “teaching is teaching” regardless of whether it’s face-to-face or online and there’s no reason to deviate from the proven principles that work so well in the traditional classroom. The second assumption is that teaching online is all about the technology, and if you design your course properly, it pretty much runs itself.

Of course both assumptions are false, but where does that leave online instructors looking for guidance on the right way to teach an online course? A new research-based tool developed at Humboldt State University can help. Assessing Online Facilitation (AOF) can serve as a valuable guide to best practices in online teaching. It lists the four main roles of an online facilitator – pedagogical, managerial, social, and technical – and the associated tasks of each role. These tasks also are broken down according to when they should be done – before the course begins, during the first week of class, throughout the course, and during the last week of class.

In the recent online seminar Beyond Course Design: Planning for Successful Facilitation, two of the AOF’s developers, Joan Van Duzer, an instructional technologist at Humboldt State University, and Carole Robinson, instructional media producer for Pasadena City College, discussed many of the tasks outlined in the AOF. Some of the items in the checklist include:

Before the Course Begins:

  • Pedagogical – Review past course evaluations to determine if enhancements for instructional strategies are required.
  • Managerial – Send informational message including how to login, what materials are needed and how to get them, and who to contact for technical assistance.
  • Technical – Update hyperlinks to remove dead or broken links.

During the First Week of Class:

  • Pedagogical – Create an ice breaker activity related to a key course objective or concept.
  • Managerial – Contact missing students to encourage their participation.
  • Technical – Assist students with login/access difficulties.
  • Social – Provide a personal and welcoming introduction to develop a personal presence.

Throughout the Course:

  • Pedagogical – Summarize discussions.
  • Managerial – Update the online grade book promptly after assignment due dates.
  • Technical – Model competency with course management system delivery tools.
  • Social – Organize collaborative projects to achieve strong social interaction.

During the Final Week of Class:

  • Pedagogical – Provide feedback on final project.
  • Managerial – Provide general information concerning the nature and format of the final assessment(s).
  • Social – Send an email with a closing personal message to students.

The AOF is available for download here. The Facilitation Activity Record, an optional companion document to the AOF, which provides spaces for facilitators to make notes of what worked and what didn’t work when facilitating a course, and to flag issues that should be addressed before the course is offered again, can be downloaded here.

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Roger Groves | October 19, 2011

The fundamentals of what makes a good teacher does not start with technology. Enhancements are very different from the core aspects of human connectivity that influences and inspires someone to learn. Don't try to make it a technology war.

Denise Rosenzweig | October 29, 2014

Facilitating online is at the end of what online teaching is all about. What counts most to me, from my experiences as an online student and online facilitator is the way you "present" yourself in the minds of your students. If you come across as being welcoming enough to your students that they feel able to relate to you, then you'll be able to teach them – that largely determines whether or not they want to stay in your course or not. As long as adds, drops and withdrawals are an option, that is always a choice for the student to make throughout their education. Be aware of that fact throughout your online teaching career if you want it to be a successful one.


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