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How To Run A Virtual Meeting

To run a virtual meeting effectively, one needs to set clear objectives, prepare an agenda, choose the right tech tools, engage participants effectively and follow up diligently.

A virtual meeting is a type of business meeting that takes place online, allowing participants to communicate and collaborate remotely. It involves the use of video conferencing software or platforms that enable individuals or groups from different locations to connect and engage in real-time discussions, presentations, and sharing of documents or files. Virtual meetings offer the convenience of eliminating the need for physical travel, making them a cost-effective and efficient way to conduct meetings, especially when participants are geographically dispersed.


How To Run A Virtual Meeting: Step-by-Step


Step 1: Agenda Definition

Defining a clear agenda or purpose of the meeting beforehand ensures that participants understand the topics to be discussed and decisions to be made, promoting efficiency and effectiveness in accomplishing meeting objectives.

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Step 2: Choose Technology

When deciding on the virtual meeting platform, it is important to choose one that aligns with the technical requirements of all participants. Platforms like Zoom, Microsoft Teams, or Google Meet are commonly used options.

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Step 3: Invitations

Sending out invites for the meeting in advance is crucial to ensure participants are prepared. Include the meeting agenda, date, time, and clear instructions on how to join the meeting to facilitate a smooth and productive session.

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Step 4: Pre-Meeting Materials Preparation

It is crucial to create and gather any relevant documents, presentations, or materials that will be required for the meeting. These materials should be easily accessible to all participants to facilitate discussion and engagement.

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Step 5: Technical Set-Up

It is crucial to test your video, audio, and internet connection before the meeting to avoid technical issues during the meeting. Performing this test ensures that everything works properly and reduces the risk of encountering technical difficulties.

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Step 6: Participant Briefing

In order to ensure a smooth meeting process, it is important to brief participants about the code of conduct, rules for muting and unmuting, utilizing the raising hand feature, and different methods of active participation.

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Step 7: Meeting Conduct

To ensure efficiency, start the meeting on time, clearly communicate the meeting’s objective, adhere to the agenda, and actively steer the conversation to stay focused. This will promote productivity and help achieve desired outcomes.

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Step 8: Engage Participants

Engaging participants by involving them in questioning, discussions, polls, and feedback fosters interactivity, leading to enhanced creativity and informed decision-making during the meeting.

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Step 9: Record Minutes

Assign someone reliable and efficient to diligently record accurate minutes during the meeting. These minutes should encompass crucial topics discussed, major decisions made, tasks designated, and any necessary future actions to ensure proper tracking and follow-up.

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Step 10: Meeting Wrap-Up

The key points, actions, and next steps were summarized before concluding the meeting.



In today’s digital age, virtual meetings have become an indispensable tool for businesses worldwide. They offer a myriad of benefits such as increased flexibility, reduced costs, and enhanced collaboration. However, running a successful virtual meeting requires careful planning, effective communication, and the use of appropriate technology platforms. By following the tips and best practices outlined in this guide, you can ensure that your virtual meetings are productive, engaging, and efficient. Embrace the virtual meeting revolution, and watch your business thrive in the new age of remote work.


What is a virtual meeting?

A virtual meeting is a gathering of individuals who use internet-based tools or software to interact, converse, or collaborate, irrespective of their geographical location. These meetings can be in the form of webinars, online conferences, or simple team meetings.

What are the main tools used for hosting a virtual meeting?

Some of the main tools used for hosting a virtual meeting include Zoom, Microsoft Teams, Google Meet, Cisco Webex and Skype. These tools provide features such as video conferencing, screen sharing, instant messaging, file sharing, and more.

How can you enhance the security of virtual meetings?

To enhance the security of virtual meetings, you can start by using a secure and reliable virtual meeting platform. Use passwords for your meetings, enable waiting rooms to control attendee access, restrict screen sharing and file sharing to host only, and ensure all communications are encrypted.

How can you keep participants engaged during virtual meetings?

There are several ways to keep participants engaged during virtual meetings. This includes maintaining a clear and concise agenda, encouraging interaction and participation, using visual aids or presentations, regularly checking in with participants, and incorporating regular breaks in longer sessions.

How to handle technical difficulties during a virtual meeting?

In case of technical difficulties during a virtual meeting, the first step is to remain calm and composed. Check your internet connection, audio and video settings, and other setup-related factors. Having a technical support contact or team can be beneficial. Also, it is advisable to conduct a dry run or practice session before the actual meeting to ensure everything runs smoothly.