• Prepare a vamping plan (activity, conversation, or chatter to keep participants entertained during any technical issues)
  • Prepare and test any interaction features, Q+A methodology
  • Host a pre-rehearsal: run through the event plan, test features, graphics, and presentations
  • Greenroom: use the breakout room feature to bring any panelists or presenters into a separate room if you need to prepare without early attendees seeing.
  • Have multiple co-hosts so that the meeting doesn’t close/end if the main host drops off

  • Start the Zoom meeting
  • Greet panelists and review everyone's roles
  • As panelists join, confirm that their audio and video are running smoothly
  • Double-check special settings are configured correctly for your meeting.
    • Allow or disable attendee chat
    • Allow/disallow participants to start video and mute on entry
    • Allow/disable participants' ability to screen share
    • Allow/disallow multiple screen shares at the same time
    • Q&A/chat functionalities
    • Breakout rooms and breakout room hosts or pre-assignments
    • Polls

  • Run final audio, webcam video, and content-sharing test
  • Review your host controls

  • Mute all panelists/presenters; they will remain muted until the presentation starts
  • Attendees will join muted; they will be able to see and hear panelists
  • Moderator: Welcome the attendees and let them know you’ll be getting started soon

  • Start recording (unless you have enabled automatic recording)
  • Unmute yourself and start the video
  • Begin the presentation with welcome and housekeeping items
  • Confirm that other presenters are ready to be unmuted and video is on
  • Monitor Q&A or chat for technical concerns from attendees (chat moderator)
  • Use the “spotlight video” feature during panel sessions to lock the speaker view video on the current speaker

Updated: September 07, 2023