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How To Run A Virtual Meeting

Plan the agenda, choose the right technology, communicate effectively, engage participants, ensure everyone’s understanding, and follow-up with thorough documentation to successfully run a virtual meeting.

A virtual meeting is a digital gathering of individuals using technology platforms, often conducted via the internet, where participants can communicate and collaborate from various geographical locations and time zones. The implementations can range from audio conferencing, video conferencing, to web meetings that utilize screen sharing, chat features, and file sharing. This type of meeting offers a cost-effective and efficient solution to traditional physical meetings, enabling businesses and individuals to maintain effective communication and productivity amidst constraints such as distance and time.


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


Step 1: Prep Work

Before setting a virtual meeting, it is crucial to determine its purpose, objectives, and agenda. This helps streamline the discussion and ensures efficiency. Understanding your participants’ role is crucial, hence decide on who needs to attend. Also, evaluate various digital platforms for user-friendliness and features that cater to your meeting needs to select the best one.

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Step 2: Scheduling

Leverage a scheduling tool that is time-zone sensitive, meaning it adapts to the differing regional hours of participants. Dispatch calendar invites to every participant, ensuring they’ve acknowledged and inserted the meeting into their respective schedules. This not only communicates the importance of the meeting but also facilitates a harmonious coordination of varied timings, bettering the probability of full attendance.

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Step 3: Technical Set-Up

Selecting a reliable virtual meeting platform is paramount. Make sure you have a stable internet connection along with functional audio and video devices for seamless communication. Encourage all participants to install the required software ahead of time and familiarize themselves with the functionalities to avoid any technical glitches during the meeting.

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Step 4: Share Agenda and Materials

Ensure to dispatch the agenda, key objectives, and any relevant preparatory materials well ahead of the scheduled meeting. Providing these important details in advance will empower participants to come prepared, enhance their engagement, and ultimately lead to a more productive and effective meeting.

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Step 5: Roles Assignment

It’s beneficial to assign specific roles for optimum productivity within a meeting. Key roles include a facilitator, who will guide the meeting’s flow, a note-taker to document proceedings and crucial points, and a time-keeper to ensure discussion remains within set time frames. This structure aids in a smooth, organized, and effective meeting.

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Step 6: Practice and Troubleshoot

Before any meeting, conducting a thorough technical check is crucial. Ensure your microphone’s sound clarity, webcam’s visual quality, and screen-sharing capabilities are in optimal condition. Additionally, verify that any visual aids such as slides or videos are functioning correctly and are easily accessible during the meeting. If your meeting needs any special software or applications, test these in advance to avoid unexpected issues. This ensures smooth presentations and discussion flows, ensuring time is efficiently used throughout the meeting.

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Step 7: Conducting the Meeting

Initiate the meeting punctually, setting a professional tone. Kick off with introductions as required to foster familiarity and connection. Meticulously stick to the agenda, ensuring every point is adequately addressed. Facilitate open discussion, offering a platform for everyone’s thoughts. It’s vital to manage time efficiently to keep the meeting productive as planned. Encourage active participation from all attendees, thereby promoting collaboration and collective decision-making.



Running a virtual meeting effectively requires thoughtful preparation, clear communication, and the efficient use of technology. Creating an appropriate agenda, encouraging everyone’s participation, managing time respectfully and maintaining a professional environment are some of the key strategies. Respecting and being aware of each other’s time zones is also crucial in virtual meetings, as we often deal with global teams. By incorporating the steps outlined in this blog post, you’ll keep your team engaged, foster productive dialogue, and save key resources like time and money. Remember, the more comfortable and familiar you become with conducting online meetings, the more effective they’ll be. So, switch on your computer, prepare your agenda, and run that successful virtual meeting!


What is a virtual meeting?

A virtual meeting is a gathering of individuals in different locations who connect using specific online software platforms. This allows them to communicate, share presentations, and interact in real time.

What type of technology is often used for virtual meetings?

Technology used for virtual meetings often includes video conferencing tools and platforms like Zoom, Google Meet, or Microsoft Teams. These systems support video and audio communication, screen sharing, and potentially other collaboration tools.

How can you ensure effective communication during a virtual meeting?

To ensure effective communication during a virtual meeting, ensure everyone has a stable internet connection, use video when possible to capture non-verbal communication, clearly outline meeting objectives, and encourage participation from all members.

Why is it important to have an agenda for a virtual meeting?

An agenda provides a clear direction and purpose for the meeting. It saves time, encourages participants to prepare in advance, and helps the meeting stay on track.

What can be done to address technical issues during a virtual meeting?

For smooth running of a virtual meeting, ensure all participants have tested their technology in advance. During the meeting, have a designated tech support person that can assist with any technical issues. If necessary, it may be beneficial to have a back-up plan if the technology fails.