13 Guidelines for Great Panel Discussions

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    13 Guidelines for Great Panel Discussions

    Advice for Event Organizers and Moderators

    ome panels crackle with energy, elicit fresh ideas, and bring the audience into the discussion. Others plod along,and by the fifteen-minute mark the audience is checking iPhones and thumbing through the program.

    I've had the chance to moderatedozens of panel discussions,at places as diverse as theHarvard Business School,theSouth by Southwest Film Festival,Las Vegas' humongousConsumer Electronics Show,and a convention

    ofagricultural marketersin St. Louis. I've also planned conferences, assembled panels, and recruited other moderators.

    This article is a compilation of some of the things I've learned.

    While it's of course important for every panel to have a tight focus or value proposition (what is the audience going to

    get out of it?), and for the moderator to have a sense of how to structure his questions and juggle the different points of

    view, I'm going to leave those issues for another day. Instead, I want to talk about how a panel's success can hinge uponsome subtle, under-appreciated factors -- all of which need to be considered well before the day of the event arrives.Some of the factors may seem insignificant, but I've found that each one has a big impact on how much your audience

    will get out of your panel.

    1. Length and panel size.The ideal length for a panel discussion is 45 minutes to one hour. The ideal number of participants is 4-5, plus

    moderator. I tend to book five guests for many panels, on the assumption that one of them sometimes drops out at the

    last minute, leaving me with four. Panels with five people can work, but once you get to six, everyone on the panelstarts to get anxious about getting enough airtime.

    Some photographic examples:

    http://www.scottkirsner.com/events.htmhttp://www.scottkirsner.com/events.htmhttp://www.scottkirsner.com/events.htmhttp://www.hbs.edu/http://www.hbs.edu/http://www.hbs.edu/http://www.sxsw.com/http://www.sxsw.com/http://www.sxsw.com/http://www.cesweb.org/http://www.cesweb.org/http://www.cesweb.org/http://www.nama.org/amc/index.htmlhttp://www.nama.org/amc/index.htmlhttp://www.nama.org/amc/index.htmlhttp://www.nama.org/amc/index.htmlhttp://www.cesweb.org/http://www.sxsw.com/http://www.hbs.edu/http://www.scottkirsner.com/events.htm
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    In cases where some of your panelists plan to show slides (more on thatlater), you may need to extend a panel to 90 minutes, but my rule is that

    there should be no more than one 90-minute session per day at aseminar or conference - that's a long time to ask the audience to sit and

    pay attention. And ninety-minute sessions are best scheduled for themorning, rather than the end of the day.

    2. Choosing a moderator.Every panel needs a strong moderator, and the role of the moderator isvery different from the role of a panelist. I don't recommend having one

    of your panelists try to fill both roles. It's like trying to conduct an

    orchestra while playing a solo.

    The best moderator is

    someone who hasmoderated panels inthe past, understands

    the subject matter, knows a bit about the panelists, and realizes thatshe is there to guide the conversation - not to impress the audience

    with her brilliance. The moderator is there to make the speakers

    look good and make sure that they connect with the audience.Moderators also need an innate sense of pacing (how long each

    panelist should talk, and how long she should dedicate to each topicbefore moving on) and a smooth approach to weaving in questions

    from the audience.

    There is a very delicate balance between a moderator who talkstoo much and one who doesn't talk enough. The moderator who talks

    too much typically believes that she should contribute as much tothe panel as the panelists, and is as much of an expert as they

    are, and wants to convey that to the audience. The moderator who

    doesn't talk enough lets the inmates run the asylum: some panelistswill go on long jags, discoursing on topics that are not related to the panel at all.

    Here's the typical panel set-up, best avoided: The

    moderator is at the podium, and panelists are hidden

    behind a red-draped table.

    I was at this conference in 2005, and the production

    values were great. Note the two lamps on side

    tables, the two small coffee tables in front of the

    panelists, and the bright lights above the stage. The

    only problem here was that they left extra chairs

    onstage when they weren't needed, which resulted in

    big gaps between the speakers.

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    Journalists, analysts, industry "gurus," and consultants can all make good moderators, since they're accustomed toasking probing questions. (I tend to think that people without something to sell to your audience work best as

    moderators, which sometimes excludes consultants and industry gurus, who may be inclined to shill for their services.)

    Be clear with your moderator that you are entrusting her to run theshow, but that you'd like her to spend a fixed amount of time (usually

    no more than five minutes) introducing the speakers and teeing up thediscussion before bringing in the perspectives of the panelists. It's also

    a good idea to let your moderator know that she has the authority topolitely cut off or redirect speakers if they stray. But an experienced

    moderator will already know that.

    I often tell moderators that they are "all-powerful" - but I expect themto know that that doesn't mean they're the star of the panel. I often tell

    speakers that the moderator will "guide the conversation," so that theyknow what to expect, and aren't surprised if the moderator reins them inor redirects them.

    3. Panelist guidelines and advance preparation.I think it's a good idea to communicate with panelists at least twice

    before the event -- and yes, it is possible to over-communicate,

    annoying your panelists and causing them to pay less attention to thematerials you send them.

    Once a panelist has signed on, I send a confirmation via e-mailthanking them for agreeing to be part of the event. Contained in this e-mail are the date/time/location of the event; anything the speakers need

    to do in advance of the event (such as send in a short bio for your

    program book or reserve a hotel room or indicate their meal preferences); and a mention that they'll be hearing morefrom you or the moderator about the specifics of their session in advance of the event.

    The second communication, which can come from the event organizer or the moderator, should again list the date, time,and place. It's a good idea to send this at least two weeks before the event itself. The focus of this communication is to

    Putting the moderator (in this photo, me) in the

    middle sends the subtle message that he is going to

    guide the conversation (and also makes it easier for

    him to redirect panelists if they drift off-topic).

    Everyone has a comfy chair, and a lapel

    microphone. One problem: the coffee table is

    cluttered with printed name-tents, so it's hard to tell

    which speaker is which. But a few of the items on

    the table are items that Marina Hatsopoulos (the

    speaker in the red jacket) brought for show-and-tell- far better than slides.

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    let the panelists know who'll be moderating, and get into more detail about the topics/themes of the session, and whatyou hope to achieve.

    Explain how the session will proceed, and what each panelist should be prepared to do. (Often, I find myself saying,

    "Don't bring a prepared speech or a PowerPoint presentation, just your anecdotes, recent experiences, and data pointsabout this topic.") The moderator may want to include some sample questions. You might also want to send the

    panelists a copy of the full agenda (or point them to it online), and the bios of their fellow panelists. Another good ideais to send them a cell phone number for the person who'll be coordinating event, in case a panelist is having trouble

    finding (or getting to) the venue on the day of their panel.

    Finally, it never hurts to call the panelists and the moderator the weekbefore an event to make sure they've received all your materials and

    check if they have any questions.

    I don't tend to organize conference calls among panelists before paneldiscussions, as I've found this can be more trouble than it is worth.

    Scheduling is difficult, and if even one panelist misses the call,someone needs to fill him in on what happened. I think it's sufficient to

    get the panelists together in the hallway fifteen minutes before asession, or have them sit together at breakfast or lunch. Spontaneity is

    preferable to having all of your panelists preface their statements by

    saying, "As we discussed on the conference call..."

    But once your panelists are on-site, make sure they get connected to

    their fellow panelists and the moderator as quickly as possible.

    A CEO once told me that he'd been on a live TV show where the onlyinstruction he got beforehand was this: "No dead air." I think that's a

    good instruction to give panelists, too. I also usually tell them that I'mnot necessarily going to go straight down the line and have each of them answer every question. Instead, I ask them to

    ump in whenever they have something to say.

    I also frequently mention that it's not a bad idea to accentuate conflicts and differences of opinion (not in an aggressive

    Panelists are more comfortable when they have a

    sense of what topics you'll be discussing during the

    session, and a few of the questions you may ask. But

    it ispossible for panelists and moderators to

    overprepare, sapping the spontaneity.

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    way, of course), rather than highlighting areas where the panelists agree ("I agree with what the other four panelistssaid.") That makes for an action-packed and enlightening panel.

    4. Slides.

    Since a panel discussion is usually part of a larger agenda that includes plenty of slide presentations by keynotespeakers and others, I usually ask panelists not to bring slides to show as part of the panel. Audience members will

    enjoy hearing the panelists' perspectives sansslides, and seeing the interaction between the panelists. No one has everleft a conference or seminar saying, "I just wish there was more PowerPoint." That said, there are some topics that can

    benefit from slides.

    When slides are involved, I try to avoid having all of the panelists bringslides. It's not unfair to ask one or two panelists to bring a short slide

    presentation if you make sure that other panelists who haven't broughtslides will get an equivalent amount of airtime. If that's what you

    choose to do, or if you allow all of your panelists to bring slides, youshould give them a limit: ask them to bring the three or five slides thatthey absolutely must show to get their argument across. (If you give

    them a time limit instead of a firm number of slides, some people willimagine they can somehow squeeze twenty slides into five minutes.)

    You should avoid having your speakers connect and disconnect their

    own laptops to the projector during the session; either an audio-visualperson should do this, or you should have all of the slides on a single

    laptop and someone designated (again, not a panelist) to switch fromone presentation to the next.

    Even better than slides is asking speakers to bring objects for "show-and-tell"; this only works in some circumstances -

    for instance when your panelists represent manufacturing companies, or they're doctors implanting a new kind of

    medical device, or they're designers. If a panelist brings a couple of cell phones that his firm helped to design, theaudience can pass them around while he's talking.

    5. Setting the stage.The worst kind of set-up for a panel discussion, unfortunately, is the one you encounter most often in hotel ballrooms

    PowerPoint poisoning: If at all possible, ask your

    panelists to leave the slides at home.

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    and convention centers. There is a long table on a raised stage, usually draped with a red tablecloth, with chairs behindit. The moderator stands at a podium apart from the speakers. There is a gap of about twenty feet between the stage and

    the first row of seats.

    It's much better not to hide your panelists behind a table. The audience will appreciate seeing them better: bodylanguage is a very subtle thing, and it's often part of panel discussions, especially when people joke with one another or

    disagree about something. Give your panelists tall stools, or regular chairs, to sit on. (If you have a few side tables thatcan go between some of the chairs, or a low coffee table that can go in front of them, those can be handy for placing

    pitchers of water or notes that your speakers may carry onstage with them.)

    The chairs should be arranged in a slight semi-circle, since puttingthem in a straight line makes it hard for panelists to see one another.

    This is important: remove any extra chairs that may have been leftonstage from previous panels. Otherwise, there will be vast oceans of

    space between your panelists, and the audience will wonder who didn'tshow up.

    The moderator should sit with the panelists so that he or she can guide

    the conversation, not at a podium; I usually like to sit in the middle.

    Your objective should be to get the first row of seats as close to the

    stage as possible, and to encourage people to sit in them. This raises theenergy level in the room. It makes your speakers feel more accountableto the audience, and it helps your audience feel like they're part of the

    conversation. If you have some freebies or prizes that you can give

    away, the moderator or conference host shouldn't hesitate to use themto bribe people to move from the back to the front row, just as you're

    beginning the session.

    6. Everyone needs a microphone.It can be a clip-on lavalier mic, or a handheld, or a mic perched on an adjustable stand, but forcing everyone to share a

    single mic means that there will be long stretches of dead air as your panelists hand the mic back and forth.

    Nice stage set-up, with coffee tables and comfy

    chairs for panelists (though there may be too many

    of them.) But the chairs are set in a straight line,rather than a slight semi-circle, which makes it

    tough for a panelist on one end to make eye contact

    with the person on the other end.

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    This slows down the pace of the discussion, and often it preventspanelists who have something to say from jumping in, because

    someone else will hijack the mic while it is traveling down the line.

    A second-best option to having mics for everyone is to have mics forhalf of your panelists - but one microphone dedicated to the moderator,

    who needs to control the flow of the discussion. Panelists can thenshare a mic with their immediate neighbor, reducing the amount of

    mic-passing that has to take place.

    7. Lighting.

    Lighting is an easy

    thing to overlook, but

    too often paneldiscussions take place in the shadows of a fluorescent-lit room. If you

    can get supplemental lighting, focus it on the stage - the audiencewants to see panelists' facial expressions, and good lighting will guide

    their attention to the stage, rather than to their Blackberries or thecopy of USA Today that arrived on their hotel room doorstep. If you

    can't get supplemental lighting at your venue, at least make sure that

    your stage and your panelists are positioned in the brightest part ofthe room.

    8. Identifying your panelists.You want to help your audience understand which speaker is which -even if an audience member missed the beginning of the session,

    when each speaker was introduced.

    When everyone has a microphone, no one has to

    worry about when they'll get an opportunity to

    chime in.

    Can't you just hear the audience snoring softly?

    Slides force you to lower the level of light in the

    room, which makes it tougher to see the

    speaker...but easier to catch some Zs.

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    There are a number of different ways to help your audience understandwho's onstage, and who's speaking. I think the best scenario is to have a

    list of their names and titles in your printed conference agenda, and askthem to sit in that order from left to right on the stage. (You can

    facilitate this by placing a piece of paper with each speaker's name onthe chairs before the session. Again, you probably will want to put themoderator in the middle.) Instead of (or in addition to) that, you may

    want to list your speakers on a slide that's projected on the screenthroughout the session. At some point, the event's host or the moderator

    - or both - should let the audience know that panelists will sit from left

    to right as they're listed in the agenda or on the slide.

    I'm not a fan of putting the speakers' names on folded name tents, since

    these are usually hard to read from the back of the room. But if youhave a coffee table onstage, you could certainly place name tents on the

    front of that, or on the front edge of the stage.

    Nice big name-tents in front of each speaker. And

    each person has his own individual table, thoughthey look so spindly that I suspect the slightest

    nudge with a knee would knock one over.

    Very nice set-up. Chairs are arranged in a slight

    semi-circle, so the panelists can all see each other.

    The low tables give them a place to put a glass of

    water or some notes. There are paper name-tents in

    front of each speaker. And the lighting in the room

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    Having each panelist's bio printed as part of the conference agenda orprogram is also wise. That will free up your moderator to simply give a

    one- or two-sentence introduction to each panelist, rather than readingtheir complete bio to the audience. With four or five panelists, the recitation of the bios can get tedious, and it cuts into

    the time you have for the actual discussion.

    9. Audience interaction.The best moderators don't wait until the Q&A period to get the audience involved. A very basic technique is starting the

    session by polling the audience. Where are they from, what job function are they in, what industry, what level ofexperience do they have with your topic? This will give the moderator and the panelists a good sense for who they're

    addressing, and it'll keep you from doing a pro-level panel for an entry-level audience, or vice versa.

    If your panelists all agree on a question, you can ask the audience if anyone is willing to stand up and offer a dissentingview. There are zillions of other inventive ways to get the audience involved, and I guarantee it will make your panel

    better. You might have entrepreneurs do a one-minute explainer of their business idea, and have the panel offer

    feedback or ask probing questions. If your panel is about hiring, you might have an audience member participate in amock interview. If your panel is about advertising, you could show ads produced by the panelists and ask for audience

    reaction to each one. You could createbuzzword bingocards for the audience, and let them check off buzzwords as youand your panelists utter them, with a prize for the winner.

    Think of a great magic show, or Springsteen pulling someone up from the front row during "Dancing in the Dark."

    Participation just makes it better -- as long as you use your volunteers respectfully, and don't put them in positions thatwill embarrass them. (By the way, I've tried many digital and mobile technologies for polling the audience, and while

    some are OK, none is better than the old-fashioned approach: asking people to raise their hand, or stand up, or comeonstage.)

    10. Question and answer period.For an hour-long panel discussion, you should allocate at least fifteen minutes at the end for questions. Twenty or thirty

    minutes is better, if you think the audience will have lots of questions and if the panel is more educational in nature. Mybelief about panels is that the moderator can easily spend the entire time asking questions that she believes the audience

    cares about... or she can actually let the audience ask questions that it cares about.

    is plenty bright.

    http://en.wikipedia.org/wiki/Buzzword_bingohttp://en.wikipedia.org/wiki/Buzzword_bingohttp://en.wikipedia.org/wiki/Buzzword_bingohttp://www.youtube.com/watch?v=129kuDCQtHshttp://www.youtube.com/watch?v=129kuDCQtHshttp://www.youtube.com/watch?v=129kuDCQtHshttp://www.youtube.com/watch?v=129kuDCQtHshttp://en.wikipedia.org/wiki/Buzzword_bingo
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    I can't emphasize enough how important a Q&A period is; without one(or with an abbreviated one), it sends the message that the audience is

    there to be passive listeners, rather than active participants.

    The moderator might also choose to let the audience know that he orshe will take questions throughout the panel discussion, if audience

    members raise their hands. The key with doing that is not to allow anoff-topic or obscure question to derail the panel and bore the other

    audience members. If you get a super-detailed question that seems likeit is only of interest to the questioner, the moderator can easily ask one

    panelists to address it, and then move on.

    During the main question-and-answer period, the moderator should tryto avoid calling on the same person twice until everyone has gotten a

    chance to ask a question. In the event that there are no questions

    immediately, it's good for the moderator to either have someone in theaudience (perhaps one of the organizers) primed to ask a question, or

    for the moderator to have an extra question or two in reserve.

    Not everyone on the panel needs to weigh in on every question; my goal as a moderator is usually to try to get as many

    audience questions into the Q&A period as possible.

    11. Watching the clock.It's the moderator's job to make sure no panelist drags on for too long, and that there's plenty of time for questions at the

    end. To help the moderator and panelists, you may want to have a digital countdown clock that all of the speakers can

    see positioned at the edge of the stage.

    The gap kills: With no one sitting in the first two

    rows of the ballroom, there's a giant gulf between

    the panelists and the audience. The result is usually

    a low energy level in the room.

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    But the lower-tech approach is to have a person in the back of the roomholding up signs (with BIG LETTERS) that say "10 Minutes," "5

    Minutes," and "1 Minute." Introduce your moderator to this timekeeperbefore the session starts, so that he or she will know whom to look for.

    A good timekeeper will wave the signs like a checkered flag at aNASCAR race until the moderator sees them; a good moderator willnod at the timekeeper to let him or her know that the moderator has

    gotten the message.

    Why is time-keeping important? You may have a panelist who has

    booked a flight or made an appointment assuming that her panel will be

    done at 1 p.m., and there's nothing worse than someone leaving thestage before the panel is over. (I've seen it happen.)

    12. Thank your panelists.

    Good lighting, but the moderator looks like she is

    stranded on her own desert island, at left. Andeveryone is hidden by the draped table.

    Beautiful venue, great lighting, and a nifty aqua

    backdrop. The room seems full, which keeps the

    energy level high. One way to fill up a room, which

    they've done here, is to set it up "classroom style,"

    with tables in front of each row of seats, instead of

    "theater style" (just rows of seats.) It's also possible

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    You really can't thank your panelists and your moderator enough forhelping out with your event. Some people give them a small gift at the

    event, or send a nice handwritten note afterwards, or both. If you gotpositive feedback from your audience about the panel - either on

    feedback forms or just informally after the session - you should also

    convey that in your note.

    13. The panel ain't over when it's over. Many audience members will want a chance to chat informally with the panelists and moderator. Ask your speakers inadvance to stick around at the event for at least 15 or 20 minutes after their session, so that attendees will have a chance

    to buttonhole them in the hallway after their session. Even better is to encourage them to stay for lunch, dinner, the

    cocktail hour - or whatever else you've got planned.

    to do a mix of theater and classroom style, putting a

    few rows of theater style seating in the front, and

    classroom in the back for people who want a table

    for note-taking or using their laptop. This panel does

    seem to have nine people on it, though, which

    makes it start to look like the National Spelling Bee.