Virtual Meeting Best Practices
Produced by: ELITE Program
Virtual Meeting/Presentation
Etiquette
Pre-Meeting To-Dos for Presenter
 Friendly Reminder day prior to meeting
 Prepare Agenda and review prior to meeting
 Schedule a quiet office for the presentation
 Test Virtual Presentation Tools prior to meeting
 Contact SME if needed for Presentation
 Set up Closed Captioning thru CC Relay
Day of Presentation for Presenter
 Close all windows/applications not needed for
presentation
 Put Do Not Disturb on your door
 Put Do Not Disturb/or busy in Lync
 Put phones on silent
During Presentation/Meeting for Presenter
 Introduce yourself and any assistants/facilitators
 Be sure the Closed Captioner is signed on
 Give a briefing of how to use the virtual tools
 Be sure there are no technical issues before you start
your meeting/presentation
 Speak clearly
 If sharing your screen or programs etc., be sure to leave
enough time for screens to refresh
 Conduct an “Ice-Breaker”
Roles of the Facilitator/Presenter
 Interacts with attendees/meeting participants
 Encourages 100% attendee participation
 Keeps meeting/presentation on track
 Organizes Content
 Begin & End on time
 Creates a Positive Environment
 Accommodate different time zones
 Knowledgeable using Virtual Presentation Tools
Roles of Attendee
 Try to be in a private office to alleviate distractions
 Don’t hold sidebar conversations
 Silence cell phones, pagers, etc.
 Follow Presenter’s instructions when asking questions,
participating in group conversations, etc.
 Introduce yourself before speaking
 Be very explicit about thoughts & feelings
 Avoid sarcasm and be very careful with humor
 If appropriate learn virtual presentation tool prior to
meeting