A step-by-step guide to smoothly and efficiently move your formal meetings online.
This worksheet takes you step by step through the process of planning and preparing an online, formal meeting. Questions, action steps and tips are divided into topics which cover:
- Agenda – what to consider and how to redesign your agenda for an online meeting
- Participants – how to establish who needs to be at the meeting, how to communicate with them and figure out who should be doing what roles
- Engagement – how to identify opportunities for breakout sessions, tools for voting and option gathering
- Preparation – how to establish ground rules and set expectations for all participants
This worksheet is a fill-able pdf file that can be used again and again.