CCCE Virtual Event: How to Coach to Elevate Virtual Facilitation

Session Overview

Virtual learning is the new normal, but how do we ensure consistency and quality? Learn why organizations like Scotiabank, Farm Credit Canada, and others have made it a strategic priority to establish clear performance standards for virtual facilitators. Take a tour of the competency framework and get hands-on with the tools that are being used to coach and train facilitators across the organization.

Session Description

In the first half of the session, participants will explore a competency framework and sample tools. Attendees will be invited to participate in individual and small group activities designed to help them adapt specific elements of the toolset (ex. a unique competency or technical requirement) for application within their organization (or for themselves as practitioners, trainers, or designers).

In the second half, Moe will support that foundation with an emphasis on coaching facilitators, and sharing experiential activities that develop specific virtual facilitation skillsets.

Benefits of Attending

• Apply best practices using a competency framework, performance standards, and coaching tools for virtual facilitators.
• Experiment with adapting the competency framework to suit a specific team and/or organizational needs.
• Value the strategic impact that performance standards have in elevating the quality of learning experiences delivered by virtual facilitators.

Speaker Biographies

Moe Poirier - Founding Partner, Shift Faciliation

Leading the team and the vision for Shift, Moe’s on a mission to bring excellence in facilitation to life. It’s no accident that Shift is a verb. 

Expertise in facilitation is Moe’s gift. It’s a talent he’s honed over 30+  years. Ask anyone who’s been in a session delivered by Moe and they’ll tell you in their own words – he’s dynamic, engaging, gracious, fun! 

Sharing tools, highlighting techniques, passing on expertise is directly aligned with Moe’s core purpose. Deft in his delivery, incisive in his feedback, Moe challenges participants to choose courage over comfort.  Offering wisdom gained from his own path, he reminds us that growth happens at the edges.  

The impact Moe has through Shift is reflected in the quality of organizations that he calls partners. Canada Life, Farm Credit Canada, Jamieson, McCain, Scotiabank, Walmart – established brands with internal training teams who know quality facilitation when they see it. 

Calm and thoughtful on the outside, bursting with creativity and humour on the inside, Moe creates engaging, interactive experiences, in both virtual and traditional in-person deliveries.

Shana Nelson - Facilitator, Designer, Coach & Consultant

Shana is a seasoned learning & development pro. Honed through 20+ years of cross-industry experience, she has deep expertise in needs analysis, design, development, delivery, and the evaluation of corporate training initiatives.

The initiatives Shana has championed include a variety of people-focused disciplines – for example mental well-being, DE&I, talent and leadership development, change management, and customer experience.

As a facilitator, Shana’s superpower is her quiet, calm, reassuring energy. She is attentive, positive, supportive – and driven to create a welcoming, safe space for every participant to thrive.

At work, she’s never backed down from a challenge. She’s successfully led large-scale rollouts for billion-dollar companies with 100,000+ employees. She draws her energy from seeing others’ stretch to pursue personal and team goals.

The quality of Shana’s work is grounded in a series of professional designations – Adult Education Certificate (St. Francis Xavier University), Certified Strengths Coach (Gallup), Leadership Architect Certification (Korn Ferry), and Brain-Based Coaching Certification (NeuroLeadership Insititute).

Not surprisingly, Shana makes the most of life at home as well. She’s privileged to be a mom and a wife.  And if you ask, she’ll humbly tell you about the next triathlon that she’s training for.