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The Complete Guide to Virtual Meetings

Run and participate in productive video calls

Before the Meeting

  • Define purpose, agenda, and required inputs; share pre-reads 24h in advance.
  • Invite the minimum viable group; assign facilitator and scribe.
  • Prepare a decision log template or doc for notes and owners.

During the Meeting

  • Start on time; reiterate agenda, outcomes, and timeboxes.
  • Use round-robins for tricky topics; parking lot for tangents.
  • Record decisions in real time with owners and due dates.

After the Meeting

  • Publish notes within 24h; post to the relevant channel/thread.
  • Convert actions to tickets with priorities and deadlines.
  • Evaluate if the meeting can be replaced with async next time.

Facilitation Tips

  • Default to cameras optional; prioritize audio clarity and shared docs.
  • Use timers for debates; summarize and move.
  • End 5 minutes early to reduce scheduling collisions.

Checklist

  • Agenda & pre-reads sent; roles assigned; doc ready.
  • Decisions captured with owners/dates.
  • Follow-ups tracked in the task system.

FAQ

How to reduce meeting load? Replace status calls with async updates; consolidate decision-making into one weekly slot.

What about time zones? Rotate inconvenient slots; record sessions and summarize decisions in writing.

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