Planning Virtual Meetings and Webinars

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This handbook is meant to provide general guidelines for those connected with CLIR and DLF interested in presenting and/or hosting an online meeting or educational experience.

The 2017 development of this handbook is part of the CLIR Strategies for Advancing Hidden Collections project (SAHC), funded by The Andrew W. Mellon Foundation. More resources related to that project can be found in the SAHC Resource Library.


In today’s online environment, the possibilities for virtual learning are nearly limitless. From Facebook Live to Adobe Connect, choosing the right platform may be challenging. Careful consideration of content and goals will help guide you to the right platform.

Casual v. Formal

There is a significant difference between the platform needs for a gathering of colleagues casually chatting about something and a professional presentation of ideas to a large group. The former requires minimal technology, and the latter likely requires a much more robust system.

For the causal experience, consider basic VOIP conference lines, Skype group, Google Hangouts, and the like.

  • Do you actually need to see a screen or is voice access enough?
  • Will everyone be able to participate via audio connections or will some need a chat feature?
  • Will everyone be able to use their computer for audio or will a phone line be necessary?
  • Consider the time of day for the meetup. If during work hours, some may not have access to platforms that require any sort of download. If after work hours, some may not have access to robust internet connections.
  • Talk to your group, and find out what works best for you.

For the formal experience, consider more robust platforms that allow for greater flexibility such as UberConference (DLF maintains a Pro account), Adobe Connect, GoToMeeting, and the like.

  • Will you need the ability to screen share, chat, and file share?
  • Will your participants need to access audio via VOIP, computer, and/or phone audio connections?
  • Will your presenters need training on the platform in advance?
  • Even in the most robust systems, there is value in keeping things simple so that participants can focus on the content rather than the platform.

Collaborative v. Lecture

While most educators agree that engaged learning is the best educational model, there is still value in lecture for presenting certain types of information. Recreating lecture in a virtual environment is relatively easy. Virtual collaboration can be a bit more challenging.

If you need a collaborative online environment:

  • Limit the size of your group. The larger the group, the more difficult collaboration can be. Some web conferencing platforms allow breaking into groups, but be sure to test the feature before the meeting so you understand how it works for everyone.
  • Consider creating large chat spaces to allow contribution even if someone is unable to participate via audio connection.
  • Combine technologies. Using a conference line and a collaborative work space such as GoogleDocs can allow live feedback and tracking when working together on a project.

When presenting information in a lecture environment:

  • It’s still important to create an interactive environment. Allow a way for participants to ask questions and engage with the presenter and other attendees.
  • Intersperse lecture with engagement. Create chat opportunities that allow an exchange of ideas. Give participants a way to stretch their brain with simple activities like polls or sharing reactions.

Meeting v. Learning

You may think that planning an online meeting is as simple as sending out a link for people to join, but the best online meeting planners follow many of the same best practices as virtual learning.

If you are planning a meeting, consider the following:

  • Have a detailed agenda including time estimates for each part of the discussion. This will not only keep everyone on track during the meeting but also allow participants to plan ahead to enter and leave the meeting if needed.
  • Keep in mind if everyone in the meeting will have access to an audio line and/or any thing you put on the screen. Those who may only be able to hear the meeting will need to have verbal descriptions of anything on the screen and have any chat discussions summarized for them. Those who will be unable to participate with a microphone will need to have access to chat.
  • Since time is crucial when meeting online, distribute any documents to be discussed in advance so participants can review them. This will allow more meaningful discussions when everyone is together.

If you are interested in creating a learning environment:

  • Planning should begin far in advance of the date of presentation.
  • A more robust virtual platform is often necessary to create an engaging learning experience for everyone.
  • For more details on planning a virtual learning experience, see the Hosts section of this handbook and check out the Resources listed below.

Recorded v. Live

The experience of a live virtual event will be much different than a recorded one. Perhaps you decide to focus on one or the other or create a learning experience that uses both.

If you are recording a live presentation for use later:

  • Be sure that you designate someone to start and end the recording.

Have a plan for storage of the recording. Where will it live? Who will have access? Will editing be necessary? How long will you provide access?

  • If possible, mark on the live script sections that will be cut from the recording to make editing easier.
  • Recognize that not all activities of a live event can be recreated for someone listening to a recording.

It’s OK if you only offer something live. Everyone may not be able to attend, but that is the nature of life. Provide ample notice of the event (or purposely plan a pop-up event), and those who are more interested will attend.

If you plan to only provide a recorded presentation:

  • Follow best practices for presentation and consider how you will engage your audience if the content is educational.
  • Plan for a way that viewers can ask questions or provide feedback whether through your email, a specific Twitter hashtag you can track, a GoogleForm, or some other means.
  • Be sure you have all of the necessary software and hardware to make a quality recording and determine in advance where the recording will live.
  • Consider including your script as captions in the recording to offer an additional way users can access the materials.

Audio v. Video

For some virtual experiences, audio may be sufficient but sometimes, in order to build trust or a team spirit, video can help.

When thinking about audio only:

  • Audio only options often require less robust systems and can often be accessed through a phone line without the need for a computer.
  • This can be great for a simple conference call with a small group of individuals already familiar with each other.
  • For those who are visual learners, be sure to supply any documents to be discussed in advance so everyone can follow the conversation.

When thinking about video options:

  • Remember everyone may not have access to a webcam. Will participants still be able to participate another way?
  • Video includes screen sharing, not just webcam sharing. Sometimes it is valuable to be able to visually share documents or other information.
  • If you expect everyone to participate through video, give advance notice so no one is surprised.



General Tips

For Virtual Business Meetings:

  • Try to limit the meeting to one hour.
  • If a recurring meeting, set the time and day well in advance so everyone can mark their calendars and set aside time for the meeting. Everyone will appreciate not having to do a poll every month to schedule a meeting time.
  • Allow a few minutes at the beginning and/or end for watercooler talk. Encourage those who want to catch up to arrive early or plan to stay a few minutes later (depending on whether or not you can stay in the virtual space).
  • Don’t assume that everyone knows each other. Do introductions if necessary, and, if taking minutes, be sure the secretary feels comfortable enough to speak up if it’s unclear who is speaking. While some platforms identify the speaker, that often relies on the participant to enter their name and/or an individual passcode.
  • Check in each meeting to see how everyone is participating. Some may only have chat (if available), some may only have audio (if you’ve also set up screen sharing). Repeat questions and describe what’s going on so everyone stays engaged.
  • Will the meeting need to be recorded? If so,
    • Where will the recording live and how will members access it?
    • Will their be usage restrictions based on the content of the meeting?

For Virtual Educational Webinars:

  • Most online learning experiences should last no more than ninety minutes.
  • Plan ahead if you would like to charge attendees. You’ll need a way to accept payment in addition to tracking registration.
  • Most webinar platforms will require some level of training so that presenters and hosts are familiar with the features.
  • Wired internet is always preferred for speakers and hosts to avoid delivery glitches. Make this clear from the beginning of planning.
  • Will the webinar be recorded? If the answer is yes, consider:
    • Where will the recordings live and how long they will need to last?
    • Will you need to edit the recordings or be able to post as is?
    • Will the recording need to capture the entire webinar environment or just the presentation slides?
    • How will the experience differ for those who view the recording?
    • Will captioning need to be added to the recording?


Planning a virtual webinar or meeting begins in much as the same way as a face to face event: Choose a topic, find a speaker, and set a date (not necessarily always in that order). Additionally, hosts also need to consider how communication will occur, especially since everyone is likely dispersed, and how registration will be handled.

Jump to: Choosing a Topic | Finding a Speaker | Setting a Date | Communication | Registration

Choosing a Topic

If you are hosting a business meeting, you topic will be the items on your agenda. Be sure to supply the agenda and any documents for review at least one week prior to the meeting.

Selecting a topic for a webinar can be a bit more involved. Perhaps your team has recently completed a project, and you would like to share the results with a larger audience. Of you recently attended an in-person meeting, heard a great speaker, and think the session should be captured for further distribution. Regardless of the idea, here are some tips:

  • Make sure the topic hasn’t been covered sufficiently elsewhere.
  • Some topics may be stand alone (a conference summary, an introductory session, etc.) while other ideas may lend themselves to serial delivery. Series may occur weekly, monthly, or at some other set interval. A few more thoughts on series:
    • Webinars in a series should have a common theme, but don’t necessarily need to build directly from each other. For example, you could plan a series focusing on how individual institutions are tackling a particular problem, highlighting a new institution each month. This can be marketed as a series, but doesn’t require participants to attend all sessions. Alternatively, a series may also be developed to tackle a complex topic with sessions building on each other. Attendees would be expected to attend all sessions (to the best of their ability).
    • There is no set amount of sessions a series must contain: some may be as little as two and some may last for years (though, assessment of long-term series is important to determine continued viability and relevance).
    • A highly effective way to create a cohesive feel between the sessions is to create a uniform presentation template and/or classroom setup.
    • When multiple speakers are involved in a series, be sure to facilitate engagement and conversation to encourage unity in the topics and refer to the other parts in the series. Slack and other collaborative software can be useful tools in this process.
  • All webinars should have a clear scope, including objectives and outcomes, so that those interested will know what to expect during the event. Developing these will also help hosts determine if the topic is too broad for an individual session so that the scope can either be condensed to fit the time or expanded into a series.

Finding a Speaker

As host for a business meeting, you will likely do most of the speaking. If others will need to speak or give reports, provide them with advance notice of that expectation so they are prepared. You may need to manage the audio using the mute feature for those in the virtual meeting space to avoid background noise and other distractions.

When considering a speaker for a webinar, first explore your own professional network and associations. You may have someone in your own network who is a perfect candidate to cover the topic. If not, gradually expand your search and reach out to others for recommendations. Be sure you have answers to the following:

  • Will the speaker be reimbursed?
  • How much time do you anticipate the speaker will invest in the planning, practicing, and presenting of the webinar?
  • Has the potential speaker delivered a webinar before? If not, how much additional time are you willing to invest to coach the speaker though the process?
  • Speakers will likely expect at least a general idea of the date and time for the webinar as well as the webinar length broken down so they are clear on how long they will be expected to speak.
  • When communicating with your speaker, be sure to explain your expectations for accessibility (e.g., adding Alt Text for images in a PowerPoint) at the beginning of the planning process to allow ample time for testing, if needed.

Setting a Date

The DLF Wiki has some excellent suggestions on setting a date and time in the Setting Up Year-Round Meetings section of their Organizers’ Toolkit. As mentioned above, recurring meetings or webinars are best planned in advance (e.g., the second Tuesday of every month at 2pm ET). A simple poll can make this process straightforward. Remember time zone differences, especially for meetings, and communicate any changes or cancellations well in advance.

If you are using a shared conferencing or online learning platform, be sure to document and mark your scheduled events in the appropriate way so that others do not plan an event at the same time. There’s nothing quite as awkward as walking in on another meeting when you expected the line to yourself.


With so many ways to communicate, this may be the most overwhelming element of the planning process. It is critical to have accurate contact information for all involved, whether for a business meeting or webinar.

  • Using a platform like Slack can allow collaboration in planning, though be sure that everyone is familiar with the features.
  • Email works well for critical information, but only if everyone checks the email address provided.
  • When all else fails, phone calls may be in order to be sure that those parties involved are understanding your expectations and their responsibilities.

Be willing to communicate a number of different ways to encourage the highest level of participation. Also, be sure that those with whom you are working can communicate their own issues with you so that you can solve problems before they become significant issues.

Another aspect of communication for the host or planner involves continued conversation between meetings, series offerings, or after a webinar ends.

  • Between Meetings - If the group attending the meeting stays mostly the same, consider establishing a Slack Channel or other collaborative platform on which participants can contribute information relevant to the group between official meetings. This is also a great way to set up a watercooler space to share personal updates.
  • Between Series - Consider encouraging assigned reading selections or video viewings with a designated check in time and place where participants can provide feedback and additional thoughts on an issue. Participation in the continued conversation can be part of a certification process that participants receive after completion of the program.
  • After the Webinar - When presenting a webinar, collecting registrant information is important to engage new audience members with your group. Consider sending a tailored welcome message to anyone not already subscribed to your services. Sign them up for your newsletter. Invite them to your group chat page. Send a quick follow-up survey several months later to see how they are applying what they learn. Remember, though, to always allow them to opt out of future communications.


When planning a business meeting, registration is probably unnecessary. You will, however, need to supply the login information to those who need to attend the meeting. This could be a URL or a phone number and may include a passcode for your specific meeting. Encourage anyone unable to attend to communicate that information in a timely manner in case there are matters that need a quorum.

As host, you can choose a variety of ways to approach registration for webinars.

  • Advanced registration through the webinar platform - most allow you to collect basic information (name, email, institution) and set caps on registration if necessary. Usually, the system will then send out the information to login to the webinar and, if you set it up, scheduled reminders.
  • Advanced registration through alternative means - If you need to collect additional demographic information or payment for participants, using something like SurveyMonkey or a GoogleForm can allow you to customize and analyze registrants. This will require additional work on your part, though, since you will be responsible for distributing login information and reminders.
  • No registration - On occasion, you may wish to simply share the link for a scheduled webinar and hope for the best. This can work well for those events where you are unconcerned with reaching any limits that your virtual classroom may have or trust that those who are interested will show up before the limit is reached. Be sure to market your webinar widely enough to generate interest and be flexible with the audience that does attend.

Several tips for registration:

  • If you are allowing advanced registration, start promoting and open registration no more than one month prior to the event; two weeks notice is often the most ideal. Any longer notice will often cause a greater no-show rate, especially for free events.
  • Allow for about a 20% attrition rate between registrants and attendees. This means if you have a classroom for 100, you may wish to allow 120 to register to allow the greatest attendance.
  • If you are not requiring registration, consider in advance how you will communicate any classroom size limits. Typically, rooms open 15 minutes prior to the start of an event, and you will need to be sure the room is closed before that to discourage people from entering early and to allow everyone equal opportunity to enter.



Sample Planning Timeline



  • Secrets of Successful Webinars (Online Searcher, Vol. 39, no. 5, Sept./Oct. 2015) - Includes checklists and tips from Mary Ellen Bates and Cathy Chiba on planning, creating, and hosting successful webinars.
  • MEB’s Amazing Webinar Checklist and Templates (pdf) - A tool created by Mary Ellen Bates to help webinar hosts stay organized through the webinar planning and presentation process.



Resources and Media

When using images, videos, and music for virtual learning, carefully consider any restrictions on the media. If you have any doubt over proper use and/or attribution requirements or limitations, contact the owner or licencor of the media. CLIR and DLF are not responsible for any misuse of media obtained from the following sources.

Table of Contents

  1. About DLF and the Organizers' Toolkit
  2. Working with Team DLF
  3. Starting a New Initiative or Working Group
  4. General Facilitation and Goal-Setting
  5. Facilitating for Diversity and Inclusion
  6. Preventing and Managing Burnout
  7. Gathering Info/Building Enthusiasm
  8. Planning an In-Person Meetup
  9. Setting Up Year-Round Meetings
  10. Talking and Writing
  11. Organizing and Sharing Your Work
  12. Planning Virtual Meetings and Webinars
  13. In a Nutshell