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How To Run A Hybrid Meeting

Successfully run a hybrid meeting by ensuring both in-person and virtual attendees have equal engagement opportunities, clear communication, reliable tech setup, and a shared agenda.

A hybrid meeting is a blend of in-person and virtual participation, integrating individuals who are physically present in a conferencing room and those joining remotely through digital platforms. This type of meeting offers flexibility, inclusivity, and wider reach by enabling participants from different geographical locations to be part of the discussion. It leverages technology to ensure seamless communication and interaction between all members, regardless of their location. Hybrid meetings may utilize video conferencing software, live streaming, and other online tools to ensure effective collaboration and engagement.

What is the purpose of a Hybrid Meeting?

Running a hybrid meeting as a leader allows for increased flexibility and inclusivity. It enables participants to join either in person or remotely, accommodating various schedules and geographical locations. This approach fosters collaboration and engagement among team members, enhances decision-making processes, and promotes a more diverse and inclusive work environment.

How To Run A Hybrid Meeting: Step-By-Step


Step 1: Planning

This process entails identifying the meeting’s objective, determining the essential attendees, and highlighting key discussion points. Crucial decisions about who will be physically present and who will join virtually are made at this stage. It forms a blueprint for the crucial communication and decision-making event, ensuring it reflects purpose, efficiency, and inclusivity essentially required for a successful meeting.

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Step 2: Establishing the venue and technology

Select a meeting venue that can comfortably house in-person participants with technological capacities for virtual attendees. Hybrid meetings necessitate a dependable internet connection, microphones, speakers, along with tools for video broadcasting. This allows remote participants to connect and engage effectively, creating a cohesive meeting environment.

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Step 3: Testing Tech ahead of time

To ensure a smooth-running meeting, it’s essential to thoroughly test all your tech systems beforehand. This includes checking the clarity of sound, the quality of video, the efficiency of screen-sharing tools, the strength and stability of your internet connection, and confirming accessibility of all relevant digital files and presentations. Implementing this measure helps prevent technical glitches that may interrupt the meeting’s flow.


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Step 4: Sending Meeting Invites

Begin by dispatching your meeting invitations comprehensively with all requisite details such as time, date, and agenda. For those partaking virtually, provide explicit instructions on the virtual meeting’s joining process. This includes the requisite links, any necessary passwords and details about technical specifications like the required software or hardware. Additionally, suggest a few troubleshooting tips for common tech issues that may crop up to ensure seamless participation.

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Step 5: Seamless Integration

The secret to a triumphant hybrid meeting is the effective integration of your audiences, both physically present and online. It is crucial to facilitate and moderate an inclusive conversation, ensuring all attendees, regardless of location, are engaged. Prompt participation, share speaking opportunities, and foster a collaborative environment where everyone’s voice is heard.

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Step 6: Establishing Meeting Rules

Managing a hybrid meeting efficiently requires the setting of clear meeting guidelines. These guidelines may comprise rules like muting microphones when not speaking to minimize background interruptions, raising a hand (virtually or physically) to signal a desire to contribute to the discussion, and respecting others’ speaking time by not interrupting or dominating the conversation. These ground rules foster a respectful, orderly environment conducive to effective communication and decision-making.

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Step 7: Facilitating Engagement

During the course of the meeting, it is important to actively involve all participants. This can be achieved by fostering a discussion environment that welcomes questions, feedback, and active dialogue among attendees. Additionally, utilization of modern digital resources is essential to ensure the effective involvement of remote participants, offering them the same opportunities to contribute and engage as those physically present.

Questions to ask as the leader of the meeting

1. “Is everyone able to hear and see me clearly?” – Ensuring effective communication and technological functionality set a foundation for a productive hybrid meeting.

2. “Are all participants familiar with the meeting agenda?” – Confirming that everyone understands the meeting’s purpose and flow encourages engagement and active participation.

3. “Does anyone have any questions or concerns before we proceed?” – Giving an opportunity for participants to express any doubts or address issues helps address potential obstacles early and maintain a smooth meeting.

4. “What are the key takeaways from the last meeting?” – Checking participants’ understanding of previous discussions fosters continuity, enables progress, and allows for clarification if necessary.

5. “What progress has been made on assigned tasks since our last meeting?” – Tracking individual progress emphasizes accountability and encourages participants to stay on top of their responsibilities.

6. “Do any team members require additional resources or support to meet their objectives?” – Identifying and resolving any resource or support gaps ensures that everyone can fulfill their roles effectively.

7. “What challenges or obstacles are you currently facing, and how can we assist?” – Understanding and addressing challenges early on helps foster a supportive environment and promotes problem-solving within the team.

8. “Are there any updates or announcements that need to be shared with the team?” – Keeping everyone informed and updated on relevant information or changes maintains transparency and enhances a sense of collaboration.

9. “What are the main goals or objectives we need to achieve during this meeting?” – Clearly defining meeting objectives helps maintain focus and guides the discussion toward desired outcomes.

10. “Does anyone have any additional input, ideas, or suggestions to contribute?” – Encouraging active participation and diverse perspectives fosters innovation, collaboration, and a sense of ownership within the team.

To prepare a hybrid-meeting agenda as a leader, start by defining clear objectives and desired outcomes. Include both in-person and remote participants to ensure effective communication. Plan for breaks and interactive sessions to engage everyone. Share the agenda in advance and encourage participants to provide input or add agenda items. Lastly, allocate time for technology setup and troubleshooting to minimize disruptions during the meeting.

How To Prepare For A Hybrid Meeting
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During a hybrid meeting, it is crucial to discuss topics that are relevant and important to both the in-person and remote participants. This includes setting clear objectives, reviewing progress on ongoing projects, addressing any challenges or roadblocks, sharing updates, decision-making, brainstorming ideas, and fostering collaboration among all attendees. Effective communication and inclusive discussions are key to ensuring the meeting is productive and beneficial for everyone involved.

See Our Hybrid Meeting Template
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Software tools to facilitate a Hybrid Meeting

Software plays a crucial role in helping leaders run hybrid meetings seamlessly. With features like video conferencing, screen sharing, and document collaboration, leaders can engage both virtual and in-person participants effectively. Software also enables real-time communication, agenda management, and recording of meetings, enhancing productivity and ensuring everyone stays connected regardless of their location.

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Mastering the art of running a hybrid meeting effectively is indeed critical in today’s evolving business landscape. As we’ve mentioned throughout this blog post, preparation is paramount. From choosing the right technology platform, to ensuring equal participation, to setting clear agendas, these tips and strategies can help you in overcoming challenges related to hybrid meetings. Remember, the goal is to create an inclusive environment that fosters collaboration, where both in-person and remote participants feel equally involved and heard. As we continue to acclimate ourselves to this new way of conducting meetings, refining our hybrid meeting management skills will without a doubt be a valuable asset. Remember, it’s all about trial, learning, and improvement. Happy meeting, everyone!

Jannik Lindner

I'm Jannik and I write on MeetingFever about the experiences from my career as a founder and team lead.

If you have any questions, please contact me via LinkedIn.

Popular Questions

What is a Hybrid Meeting?

A Hybrid Meeting is an integrated format between in-person and virtual meetings. It involves some attendees being physically present in a meeting room, while others join remotely via digital platforms like Zoom, Skype, or Google Meet.

Why are Hybrid Meetings becoming more popular?

Hybrid Meetings are becoming more popular because they provide flexibility and inclusivity. They allow participants to join the meeting regardless of their geographical location, and they also cater to those who prefer face-to-face interactions. Moreover, they are a cost-effective and sustainable choice as they reduce travel costs and carbon footprint.

What technology is required for a Hybrid Meeting?

To facilitate a Hybrid Meeting, you would require a reliable internet connection, devices (like computers, tablets, or phones) for remote attendees, suitable conferencing software, and quality audio-visual equipment in the meeting room to ensure all attendees can see, hear, and interact effectively.

What challenges can occur during a Hybrid Meeting and how can they be mitigated?

Some common challenges during a Hybrid Meeting include technical issues, inclusivity issues where remote participants feel left out, and difficulty in maintaining engagement. These challenges can be mitigated by having a contingency plan for technical problems, ensuring equal participation from all attendees, and incorporating interactive elements in the meeting to keep engagement high.

How can one ensure effective communication in a Hybrid Meeting?

Ensuring effective communication in a Hybrid Meeting involves technical and human elements. The technical aspect includes proper setup of audio-visual equipment and checking before the meeting starts to avoid technical glitches. The human element involves setting clear communication expectations, like asking everyone to mute when not talking, repeating points for clarity, and frequently checking in with remote participants.

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