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The Secrets Of Mastering Virtual Meetings

Master virtual meetings: schedule, set agendas, manage tech, engage remotely, and follow-up for better outcomes.

By
Daniel Htut

The pandemic has led to a dramatic rise in remote work and virtual meetings. As more companies embrace flexible and hybrid work models, virtual meetings are likely here to stay. While in-person meetings have their benefits, virtual meetings offer advantages like saving time and money on travel while still connecting colleagues across locations.

However, virtual meetings also come with unique challenges compared to in-person ones. It can be harder to keep participants engaged and focused without being in the same room. Technical issues can disrupt the discussion. With participants not physically together, it may be difficult to have the same collaborative feel.

This article provides tips to help you have productive, successful virtual meetings. By choosing the right technology, planning thoroughly, and engaging all participants, you can get the most out of your virtual meetings. Follow these best practices to connect with remote colleagues and collaborate effectively, whether everyone is working from home or just dialing in from different offices. With a bit of effort and intention, your virtual meetings can feel almost as seamless as in-person ones.

Choose the Right Platform

When planning a virtual meeting, one of the most important decisions is choosing the right online meeting platform. With many options available like Zoom, Microsoft Teams, Webex, GoToMeeting and more, it's important to evaluate your specific needs and compare features across platforms.

Some key factors to consider when selecting a platform:

  • Video quality - Ensure the platform offers clear, high-quality video that won't cut out or be glitchy. HD video is preferable.
  • Screen sharing - Most platforms allow for screen sharing, but consider ease of use. Can multiple participants share simultaneously?
  • AI Meeting Assist - Platforms such as Glyph AI can transcribe recorded meeting and generate notes. Faster and more efficiency way to take notes and extract insights from voice data.
  • Recording - If you need to record meetings, ensure the platform has simple recording options and stores recordings securely in the cloud.
  • Chat/Q&A - Options for chat and live Q&A allow increased participation.
  • Breakout rooms - Useful for splitting into smaller groups. Verify availability.
  • Mobile apps - For flexibility, pick a platform with iOS and Android apps.
  • Ease of use - Consider how easy the platform is for participants to join via invites. Favor user-friendly options.
  • Security - Enterprise-grade security including passwords, waiting rooms and encryption.
  • Pricing - Compare free vs. paid tiers based on number of participants and features needed.

Thoroughly test top contenders with your actual team before committing. The right platform can make virtual meetings significantly more effective.

Send Clear Agenda and Expectations

Sending a clear agenda with objectives, expectations, and any pre-reads is critical for an effective virtual meeting. The agenda helps set the tone and ensures all participants come prepared.

Some best practices for setting expectations through your agenda:

  • Send the agenda at least 24-48 hours in advance so people have time to prepare. Include the meeting invite link or dial-in info.
  • Be as detailed as possible - list out each agenda item, time allotted, and objective. For example:

9:00-9:15 - Introductions

Objective: Get aligned on goals for today's meeting.

9:15-9:45 - Q2 Sales Presentation

Objective: Review Q2 sales results and priorities for Q3.

9:45-10:00 - New Product Demo

Objective: Demo new product features and get feedback.

  • Call out any pre-reads, action items, or expectations for each section. For example: "Please review the Q2 sales deck in advance and come prepared with questions."
  • Leave room for discussion and questions. Don't overstuff the agenda.
  • Clearly state the overall purpose and desired outcomes upfront.

Setting clear expectations through a detailed agenda gets everyone on the same page. Participants can come prepared and fully engaged, leading to a productive virtual meeting.

Test Technology Ahead of Time

To avoid technical issues, it's important to test the virtual meeting platform and equipment ahead of time. Here are some tips:

  • Test video, audio, and screen sharing capabilities in the meeting platform. Make a test call or meeting with a colleague to check everything is working properly. Adjust microphone and camera settings as needed.
  • Make sure the meeting platform is installed and updated on your computer. Check for any new updates and install them prior to the meeting. Also ensure plugins like Flash are enabled as required.
  • Send a test meeting link to attendees and ask them to join briefly prior to the meeting. This allows attendees to test their ability to connect to the meeting and work out any issues beforehand. It also gives the organizer a chance to see who can successfully join.
  • Check that presentations, slides, or any materials being shared are displaying properly in the platform's screen sharing. Test sharing your screen to avoid glitches during the actual meeting.
  • For important meetings, have a backup plan like a dial-in number in case the video platform fails. Test the dial-in works correctly.

Proactively testing all the technology prior to the meeting will ensure a smooth, productive virtual meeting experience for all participants.

Start on Time and Follow Agenda

Respecting people's time is crucial for successful virtual meetings. Start the meeting at the scheduled time, not 10 minutes late. Some attendees may have back-to-back meetings and can't afford delays.

Follow the agenda during the meeting. The agenda keeps the discussion focused and on track to cover all necessary topics. If certain topics run longer than expected, politely move the conversation along or adjust the agenda timing as needed.

Ask attendees at the start if they have any time constraints that day. If an attendee must leave at a certain time, plan the agenda accordingly to ensure their required topics are covered.

End the meeting on time as scheduled. Avoid going over time unless all attendees can stay. Always check at the scheduled end time and ask if people can spare a few more minutes. Never assume everyone can stay late.

Sticking to the timeframe and agenda shows attendees you value their time. It also keeps the meeting productive and focused. Follow up with any unfinished business after the meeting.

Encourage Participation and Engagement

Getting participation and engagement in a virtual meeting can be challenging, especially with quiet or shy participants. Here are some techniques to help encourage involvement from everyone:

  • Directly ask quiet participants for their thoughts and opinions on discussion topics. This shows you want to hear from them.
  • Make use of chat, polls, and reactions to boost engagement. These allow quieter team members to participate without having to speak up. Polls can be a fun way to get quick feedback.
  • Consider breaking into smaller breakout groups so there is less pressure to speak up in a large group. Breakouts allow for more intimate discussion.
  • Set expectations and ground rules up front that all perspectives are welcome and people should feel comfortable participating. Lead by example.
  • Make sure to monitor the chat box for unanswered questions or comments that need your follow up. Don't let them go unaddressed.
  • If some seem disengaged, try switching up the activities or format to regain interest. Maybe have people discuss in pairs first before bringing it to the larger group.
  • Thank participants who offer feedback and insights to encourage further contributions. Positive reinforcement goes a long way.
  • Keep the energy up by varying the pace and using your tone and enthusiasm to engage others. Your attitude sets the tone.

The key is using various techniques to activate the quieter members of your team. With some effort, you can get broader participation and more vibrant discussion.

Manage the Discussion

As the meeting host, it's your responsibility to keep the discussion focused and on track. If certain participants try to derail the conversation or get into tangents, politely redirect them back to the main topic. You can say something like "That's an interesting point, but let's table it for now and return to the agenda."

When you get to the Q&A portion, moderate it effectively by calling on people who have raised their hands and making sure every question gets answered. If needed, ask the person who posed the question if their inquiry was sufficiently addressed.

Finally, be sure to properly wrap up each agenda item before moving on to the next one. Provide a quick summary of what was discussed and any action items or decisions that were made. You can say something like "Okay, to recap on this topic, we've decided to proceed with Option A. Bob will take the lead on implementation and report back next week. Any other final thoughts before we move on?"

Doing these things will help keep your virtual meeting on track, productive, and focused.

Be Present and Professional

When in a virtual meeting, it's important to be fully present and engaged. Avoid multitasking or getting distracted by emails, chat messages, or other work. Give the meeting your full attention just as you would an in-person meeting.

Follow standard meeting etiquette - mute yourself when not speaking, wait for cues to speak, avoid interrupting others, and be patient during any technical difficulties. Make eye contact with the camera when speaking so it feels like you're making eye contact with other participants.

Also take care with your appearance on video. Dress professionally as you would for an in-office meeting. Have proper lighting so you are visible, and sit in front of an appropriate background. Your presentation and engagement in the virtual space can help make the meeting feel productive.

Send Post-Meeting Follow Up

After the virtual meeting concludes, follow up with participants to continue the conversation. Here are some best practices for post-meeting follow up:

  • Thank all participants for their time and contributions. Send a quick email or message expressing your appreciation for their involvement. This keeps them engaged and willing to attend future meetings.
  • Summarize any key decisions, action items, or next steps that were agreed upon. Recap these items and who is responsible for each one so there is clarity on what needs to happen after the meeting.
  • Share a meeting recording or notes, if available. This allows those who missed the meeting or need a refresher to catch up on what was discussed. It also provides a helpful reference document.
  • Open up follow up discussions, questions, or feedback. Encourage participants to reach out if they have anything else to add concerning topics covered in the meeting.
  • Reflect on what went well and what can be improved for next time. Think about flow, engagement levels, technical issues, etc. Solicit feedback from attendees on the meeting experience.

Following up with participants keeps everyone aligned, focused, and accountable. It also fosters an inclusive environment where people feel their voices are heard. Invest time in post-meeting items to get the most value out of your virtual collaboration.

Keep Improving

After each virtual meeting, take some time to reflect on what went well and what could be improved. Gather feedback from meeting participants - ask them what they liked about the meeting and if they have any suggestions. Look for ways to streamline and enhance the experience for everyone.

Some areas to focus on improving include:

  • Technology and connectivity issues. If people had trouble accessing the meeting or with audio/video, investigate the causes and see if there are any solutions. Test your setup and internet connection beforehand.
  • Meeting facilitation and participation. Look for ways to get more people engaged in the discussion. Consider calling on quiet participants. Find the right balance between overly dominating and not contributing enough.
  • Time management. Stick to the agenda and allotted times. If certain discussions went longer than expected, consider ways to keep things moving. Leave time for questions.
  • Presentation skills. For meetings involving presentations, provide tips for improving delivery, slide design, etc. Have practice sessions beforehand.
  • Post-meeting follow up. Ensure all action items, decisions, and next steps are clearly communicated after each meeting. Follow up in a timely manner.

By continually refining the virtual meeting process based on feedback, you can create an experience that is efficient, engaging, and valuable for everyone involved. The key is being proactive about identifying areas for improvement. With each meeting, strive to get a little bit better.

Here's a full guide on The Complete Guide to Flexible Work: What it is, Why Some Fear it, and How to Make it Work : Click Here

To learn more about managing distributed teams : Read Here

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