Facilitating Virtual Meetings

What Is a Virtual Meeting?

• What are the key challenges?
• Why hold one?
• What this book will do

Plan Your Meeting

• Decide if you need to meet
• Create an agenda
• Identify the participants
• Pick a platform
• Set a time

Manage the Technology

• Assess your needs
• Choose your tools
• Test your setup
• What to do when technology fails

Set Expectations for Participation

• Assign roles
• Establish meeting processes
• Clarify etiquette
• Send your invitation and materials

Conduct the Meeting

• Just before the meeting starts
• Open the meeting
• Facilitate the discussion
• Hear from everyone
• Control the tone
• Close the meeting
• Follow up

Navigate Special Situations

• Give a video presentation
• Bridge linguistic or cultural barriers

• Addressing the key challenges of a virtual meeting
• Creating an agenda and identifying the appropriate participants
• Managing the technology by choosing your tools
• Setting expectations for Participation
• Facilitating the discussion by hearing from everyone and controlling the tone – Keeping participants engaged
• Assigning and clarifying meeting roles to keep things running smoothly
• Giving participants the information and support they need to contribute
• Establishing a common meeting etiquette
• Ending with a clear commitment to action for the whole group
• Holding participants accountable
• Following up with relevant discussions

Team leaders and team members who want to learn how to prepare, conduct, and follow-up on virtual meetings with more impact.