Visual collaboration for remote teams with Miro
Learn to organise Miro boards and activities so remote meetings have shared context, guided participation and agreements that are easy to find afterwards.
Find your starting point
A good fit when remote meetings need a clearer structure, organised participation and decisions that are easy to revisit.
Another option to consider
Team innovation with MiroIf you want to focus the session on generating, comparing and selecting ideas for a problem, choose team innovation.- Hours and sessions
- 4 hours live · 2 sessions of 2 h.
- Group size
- Up to 12 participants per trainer as a reference, adjusted to the practice and feedback.
What you will learn
- 01
Prepare a reusable board explaining the session's objective, instructions and sequence.
- 02
Facilitate an activity with clear guidance and participation turns.
- 03
Keep decisions, actions and open questions available to consult after the meeting.
A proposed programme
You will prepare a distributed team's weekly meeting: gather context before the call, facilitate a decision and leave a handover that makes sense to someone who could not attend. You will practise with frames, sticky notes and comments without turning the board into a meeting transcript.
We adapt the selection and depth of the modules to the group's starting point and goals.
01Provide visual context
Frames, instructions and navigation that help people understand how to participate.
You will work on
- Prepare frames for the objective, advance context and agreements, with one-sentence instructions for each activity.
- Add advance contributions that distinguish information, questions and decisions needing discussion.
- Share a link to the starting frame and check that another person can enter and contribute.
- Practice
- Prepare the coordination board for a customer session, highlighting the scheduling decision and the contributions needed before the meeting.
- How you will check it
- A board with a clear starting point; another person can find the context and knows where to add their contribution.
02Facilitate remotely
Activities, timing and guidance for alternating individual work and shared discussion.
You will work on
- Alternate a few minutes of individual input with brief discussion turns.
- Group related questions and distinguish decisions from outstanding issues.
- Close an activity by stating the agreement or missing information, without assuming the consent of someone who has not participated.
- Practice
- Facilitate a short review of the proposed time, capture an objection and leave a provisional decision with its outstanding condition.
- How you will check it
- Visible participation and a closing record that distinguishes a proposal from a confirmed agreement.
03Continue after the meeting
Comments, agreement records and board organisation for later reference.
You will work on
- Record actions with an owner and date alongside the agreement they relate to.
- Use a comment to ask for clarification without hiding the decision in the discussion.
- Check the handover with someone who missed the rehearsal and adjust anything they cannot understand.
- Practice
- Hand the board to another person so they can explain the proposed time, who must confirm it and where to leave a question.
- How you will check it
- The person receiving the handover identifies the decision, condition and next step without reconstructing the meeting.
A meeting that makes sense afterwards
Teaching example
Suggested practice: prepare a board for a recurring meeting, rehearse its facilitation and check whether another person understands how to participate and where to find decisions. The format and activities are adapted to the team.
Fictional classroom case. A remote team is preparing a customer session and needs to choose a time. One colleague cannot attend the coordination meeting, and another must confirm the customer's availability.
- Starting point
- The board contains scattered notes about Tuesday and Thursday. There is no written objective, and someone arriving later cannot tell whether a time has been decided.
- First attempt
- The first version says “Tuesday at 10, agreed” and leaves the availability reservation in a comment. It does not say who must check it or when.
- What we review
- The trainer asks the group to make the outstanding condition visible and separate the proposal, decision and action. Nora will confirm availability by Thursday at 12; the absent colleague receives the agreements frame and can leave questions.
- Result
- The board shows Tuesday at 10 as a proposed time, subject to confirmation. Nora has an action and a deadline; someone who missed the meeting finds the agreement's status without reading every comment.
Coordinate a customer session
Before
Objective
Propose a workable time.
Contributions
Availability and constraints.
During the meeting
Proposal
Tuesday · 10:00.
Reservation
Customer confirmation pending.
When continuing
Nora confirms
By Thursday · 12:00.
Handover
Read agreements and leave questions.
Teaching illustration of a fictional case. Agreements remain visible and questions are kept alongside their context.
Before calling it complete
- The starting frame explains the purpose of the meeting and how to contribute.
- The proposed time retains the outstanding condition and is not shown as confirmed.
- Another person finds Nora's action, its deadline and where to ask a question.
Sessions to put it into practice.
Reference edition · 4 h live
Reference edition: 4 live hours across 2 sessions of 2 hours. Board preparation, the rehearsal and handover take place during the sessions. The format is adapted to the group; any additional activity is agreed before the programme starts.
- Session 12 h
Prepare context and participation
Organise frames, write instructions, add advance contributions and check access and navigation with another person.
By the endA reusable meeting board with an understandable objective and starting point.
- Session 22 h
Facilitate, close and hand over
Rehearse a short meeting, record reservations and actions, then review the board from the perspective of someone who could not attend.
By the endA clearly documented provisional decision and a handover with an owner, date and open question.
If your team needs to go further
- Redesigning all meetings or implementing an organisation-wide collaboration policy requires a separate scope.
- Integrations, organisation-level permission administration and automated meeting notes are outside this reference edition.
Learn with someone who designs work systems.
Guillermo Mascaraque Piña
Work systems consultant
Over two years of experience designing systems for companies across industries and sizes.
Guillermo is the planned trainer for this programme. Dates, language and his availability are confirmed when the edition is agreed.
With guidance, practice and support.
Each delivery includes working materials, feedback on practical work and assessment against the agreed objectives.
Materials you can keep
Downloadable, versioned guides, exercises and review criteria for internal use.
To prepare and complete the delivery
A short recommendation, an editable communications kit and a group learning report.
TOF’s own certificate
A certificate of achievement after the agreed assessment. It is not a vendor certification.
A month of email support
On the content covered, up to two accumulated hours for the whole group.
Your team carries out the practice. Implementation services are agreed separately. See the scope →
Miro Solution Partner
As a Miro Solution Partner, we bring experience in visual collaboration and designing boards for teamwork.
Our partner profile ↗The partnership belongs to The Optimal Flow. Learn’s certificate is issued by TOF; it is not a vendor certification.
