Over the past five months of living with Coronavirus, we have experienced some interesting changes in the way companies do business and how we work individually. Taking face-to-face conversations online is the next best thing to in-person meetings.

Today’s blog has some good ideas for hosting a video meeting. Next week we will cover the etiquette of attending a video meeting.


Before the conference, send a meeting request with an attached agenda to all attendees describing the purpose of the call, who will be attending, and any expectations for what needs to be achieved during the session. 

  • Declare your video-on policy. This policy will present everyone face-to-face, curtail multi-tasking, and keep everyone engaged in the meeting.
  • If you require meeting participants to review materials prior to the meeting, provide them well in advance and clearly state your expectation.
  • Let attendees know ahead of time if you need decisions to be made during the meeting so that they can prepare.
  • Test your video conferencing platform by double-checking your audio and visual settings before launching your meeting. This will prevent time from being wasted on getting your technical house in order during the call.

During the meeting

As the Host of the meeting, you will be moderating the procedure. Here are a few steps to consider:

Make introductions. Meetings should always start with introductions. If you’re hosting the call, make sure everyone is properly announced so that all attendees are aware of who’s on the line. If people don’t know each other, a round of brief introductions that increases awareness of everyone’s roles and responsibilities can make the rest of the call go more smoothly.

Ensure everyone is on mute. Let everyone know they should have their microphone muted unless they are speaking. Encouraging participants to mute their microphone will make the meeting more productive and reduce hectic background noise and distractions that we all currently have at home.

Get everyone involved. As the leader, take time throughout the meeting to ask for feedback, comments, questions, and concerns and open up topics for discussion to ensure everyone is on the same page, paying attention and has the opportunity to speak up.

Summarize the meeting. Clearly communicate distributed tasks, deadlines, and next steps to ensure priorities are in line. When planning a meeting, be sure to set aside the last 5 minutes for questions and any clarifications that need to be made. Following the meeting, share a meeting recap including deliverables and next steps.

Video alternative. Video conferencing can work very well, but it relies on a strong internet connection that may not always be available. People need the ability to participate via audio. Make it clear that video-first is the new norm.

Dean and Draper

We hope you found this information useful and interesting. Next week our blog will cover the Etiquette of Video Meetings. When you have questions about your insurance, we have the answers.

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Sources: Harvard Business Review, Conference Calling, Microsoft