Online meeting execution 1. Greet and Introduce All Participants. Ask participants to include their role and responsibilities. Give everyone a chance to contribute. 2. Share Housekeeping Details with Attendees. a. Make sure all participants’ audio is functioning properly. b. Remind attendees to mute their lines when others are presenting or speaking. c. Ask participants to identify themselves before contributing. 3. Remind Attendees of the Meeting Goals. Reiterate the agenda and meeting objectives. This should flow naturally with introductions. 4. Be Engaging. Just as in any meeting, participants should feel engaged – make your discussion interesting with lively interactions and visuals. Actively try to make the conversation a two-way dialogue, build in time for questions as you move through the content to allow for natural breaks for feedback and to confirm alignment. Remain friendly, be positive, and sound energetic. At the same time, move through the content with enough pace so as not to lose interest. 5. Don’t Forget to Watch for and Answer Questions. Throughout the meeting, participants might have comments or questions. Be sure to listen and keep an eye on all channels (chat features, etc.) so nothing is missed. 6. Set-out Clear Concluding Actions. In order for a meeting to be effective, attendees need to walk out with a clear objective. When concluding the meeting, set out clear items as a follow-up or actions to be taken. Ensure that all points discussed and follow-up actions are appropriately documented. Key takeaways should include: a. Deliverables and next steps. b. Who’s responsible for following up on each item or task. c. When those deliverables are due. d. When the next meeting or check-in will be. 7. Provide Contact Info. As the meeting concludes, be sure to exchange participants’ contact information. One way to do this is to have a slide at the end of the presentation with names, email addresses, phone numbers, etc.
Impressions matter. Remain engaged, take notes as needed, and be prepared to speak when called upon. Lack of attention is easily noticed.
4 • Online meeting best practices
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