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Remote Meeting Best Practices: How to Conduct Successful Virtual Gatherings

In today’s fast-paced world, remote meetings have become a necessity. With businesses expanding globally and the workforce increasingly becoming remote, conducting virtual gatherings has become the norm. However, virtual meetings come with their own unique set of challenges. They require careful planning and execution to ensure that everyone participates effectively and that the meeting achieves its intended purpose. Whether it’s a client meeting or an internal team conference, virtual meetings can be just as productive and engaging as in-person meetings if conducted well.

In this blog post, we will explore the best practices for remote meetings, including how to prepare for the meeting, engage attendees, and follow up effectively. We will also discuss tools and technologies that can help facilitate virtual meetings to make them more interactive and collaborative. By following the tips and tricks outlined in this blog post, you can conduct successful remote meetings, leading to increased productivity, better collaboration, and improved communication with your team and clients.

Establish the meeting structure

Establishing a clear meeting structure is a crucial step towards conducting successful virtual meetings. This structure should include a defined agenda with timed topics, clear meeting goals, and designated roles and responsibilities for each participant. In order to ensure everyone is engaged and aware of their role during the meeting, it is important to establish these expectations beforehand. Additionally, identifying potential technical glitches or issues that may arise during the meeting and having a backup plan ready can help prevent interruptions and save time. By setting up a well-structured meeting, participants can remain focused on the agenda and effectively contribute to the conversation, leading to a productive and successful virtual gathering.

Create a meeting agenda

Creating a meeting agenda is a crucial step in ensuring a successful remote meeting. Before jumping into the meeting, it’s important to set expectations and align on the goals for the discussion. The agenda should include a clear and detailed outline of the topics to be discussed and the order in which they will be addressed. This will help keep the meeting focused and on track, ensuring that all necessary points are covered within the allotted time frame. Additionally, sharing the agenda with attendees ahead of time can help prepare them for the meeting and give them an opportunity to ask any questions or suggest additional agenda items in advance. Overall, taking the time to create a comprehensive meeting agenda can make a significant difference in the efficiency and productivity of a remote meeting.

Utilize a video conferencing platform

Utilizing a video conferencing platform is an essential best practice for conducting successful virtual meetings. In today’s remote work environment, face-to-face communication is crucial in building and maintaining professional relationships. Video conferencing provides a more personal touch to remote meetings, allowing participants to see facial expressions and body language. It also helps with creating a more interactive meeting experience, allowing participants to share screens, use whiteboards and collaborate in real-time. When choosing a video conferencing platform, it’s important to consider factors such as security, ease of use, and accessibility across different devices. Utilizing a reliable and user-friendly video conferencing platform can enhance the productivity and engagement of remote meetings and ultimately lead to more successful outcomes.

Set expectations and ground rules

Remote meetings have become a norm for many professionals in the past year. When organizing virtual gatherings, it’s important to establish expectations and ground rules to ensure a successful meeting. Before the meeting, clearly communicate the purpose, agenda, and meeting logistics to all participants. Set expectations for participation, including how to ask questions and when to speak. Establish ground rules for behavior during the meeting, such as avoiding distractions and being respectful of others’ time. By setting the tone for the meeting in advance, attendees can be better prepared, engaged, and focused on achieving the meeting’s objectives.

Check that all participants are connected and can be heard

One of the keys to conducting a successful virtual meeting is to ensure that all participants are connected and able to participate fully. It is important to begin the meeting by taking a few minutes to verify that everyone is able to hear and be heard properly. This can be done by asking each participant to verbally confirm their presence and check their microphone and speaker settings. If any technical issues arise, it is important to address them immediately to ensure that everyone can participate fully. Additionally, it may be helpful to provide participants with a brief tutorial on how to adjust their audio settings and troubleshoot basic technical issues before the meeting begins. By taking these steps, you can help ensure that your remote meetings are productive, efficient, and engaging for all participants.

Allow for speaking time without interruption

When conducting remote meetings, it’s important to establish clear guidelines to ensure a productive and efficient discussion. One key best practice to keep in mind is allowing for speaking time without interruption. Encourage all participants to actively listen and refrain from interrupting each other, so that everyone has the chance to fully express their thoughts and ideas. Interruptions not only disrupt the flow of the conversation, but they can also make participants feel overlooked or undervalued.

Establishing a standard protocol for speaking can help maintain order and ensure that everyone is involved in the discussion. This can be achieved by giving each participant a set amount of time to speak or by implementing a system where participants raise their hand or use a designated chat function to signal their desire to speak. By allowing for speaking time without interruption, remote meetings can become more inclusive and effective, leading to better outcomes and increased participation from all members.

Take virtual notes

Taking virtual notes is an efficient way to maintain focus during remote meetings and ensure that important details are accurately recorded for future reference. With virtual note-taking tools such as Google Docs, Microsoft OneNote, or Evernote, attendees can easily type and share notes in real-time. Such tools also allow for collaboration and editing, ensuring that everyone has access to the same information discussed during the meeting. Additionally, virtual notes can be easily shared with absentees and can serve as a helpful tool for follow-up and action items. Taking virtual notes is an essential best practice for remote meetings that can help support effective communication and increased productivity.

Follow up with a summary of the meeting

One key best practice for conducting successful virtual meetings is to ensure you follow up with a summary of the meeting. This is particularly important when there are multiple participants or when important decisions are made. Sending out a summary within 24 hours of the meeting can serve as a reference point for all participants and ensure that everyone is on the same page regarding the important discussion points and decisions made. It’s also helpful to include action items and expected deadlines to ensure that everyone knows what they need to do and by when. The summary should be concise, clear and to the point, highlighting only the most significant discussion points and outcomes. Overall, following up with a summary can increase accountability, clarity, and efficiency in future meetings.

Send out a meeting summary to all participants

Sending out a meeting summary to all participants is a crucial step in ensuring that everyone is aligned and that action items are documented. Once a virtual meeting has concluded, be sure to send out a summary of the discussion and decisions that were made, along with any action items that were assigned. This will serve as a reference point for all participants, helping to ensure that everyone is on the same page and can refer back to the discussion as needed. In addition, sending a summary helps to hold everyone accountable for any action items that were assigned during the meeting. By including specific details and next steps, participants can easily track progress and stay on top of their responsibilities. When crafting a meeting summary, be sure to keep it concise and organized, highlighting key takeaways and action items so that all participants can easily digest the information.

Repeat the process for the next meeting.

As part of the best practices for conducting successful virtual gatherings, it is important to establish continuity from one meeting to the next. This can be achieved by adopting a process that allows for a seamless transition between sessions. One of the best ways to ensure continuity is to repeat the process used in the previous meeting for the next one. Doing so enables participants to develop a routine and familiarity with the structure and format of the meeting. Additionally, it allows for the establishment of a sense of predictability and consistency that can contribute to improved engagement, participation, and productivity. Therefore, it is highly recommended that you repeat the process of the previous meeting for any subsequent virtual gatherings.


In conclusion, remote meetings have become an essential part of many people’s daily work, and their efficiency and effectiveness are critical to successful collaboration. By following the best practices discussed in this blog post, such as preparing an agenda, ensuring proper technology and connectivity, and engaging participants, your team can conduct productive and successful remote meetings. Although virtual meetings may never fully replace in-person gatherings, mastering these best practices will undoubtedly help your team stay connected and productive, regardless of your physical location.

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