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Essential Tips and Best Practices to Conduct Productive and Efficient Virtual Meeting

Conducting a successful traditional meeting can be challenging, but it is even more so in a virtual environment. To ensure a productive outcome, we recommend the following tips.

It is not uncommon to attend a meeting that seems to drag on without any clear objective, leaving participants feeling disengaged and unproductive. Managing a team in a physical office already presents challenges, and conducting virtual meetings poses even greater obstacles.

For those who are new to remote work and online meetings, we have compiled a list of suggestions to help you achieve a more effective and efficient virtual meeting experience for all parties involved.

Essential Tips and Best Practices to Conduct Productive and Efficient Virtual Meeting


Tip 1: When planning a virtual meeting, it is important to have a clear purpose and objective in mind. Before scheduling a meeting, consider whether the same outcome could be achieved through an email or memo, which may save time for yourself and your colleagues. It is important to be mindful of everyone’s schedules and prioritize effective communication methods in order to maximize productivity.

Mastering the Art of Virtual Meetings: Tips for Productivity and Efficiency

Tip 2: To ensure a productive virtual meeting, it is important to identify a major action item that serves as the ultimate purpose of the meeting. This involves defining your goal or desired outcome, the reason for convening and what needs to be accomplished. By doing so, you will be able to keep the meeting focused and on track, and ensure that everyone is aligned towards achieving the same objective. Having a clear and defined action item will also help you to prepare an effective agenda and allocate sufficient time for discussion, leading to a successful and efficient virtual meeting.

Tip 3: Once you have clearly defined the objective of your virtual meeting, it’s imperative to consider the most appropriate format to achieve your goals. Would a one-on-one meeting be most effective, or would a session involving two small teams be more beneficial? Alternatively, would it be advantageous for you, as the leader, to address a few key stakeholders about your strategic plan? It’s crucial to choose the format that best aligns with your desired outcome for the virtual meeting.

Tip 4: After determining the main objective of the virtual meeting, it is recommended to create a comprehensive plan that encompasses all the necessary tasks that need to be accomplished to achieve the desired outcome. To facilitate this process, it is suggested to break down the plan into smaller, actionable items that are specific, measurable, achievable, relevant, and time-bound (SMART), and are assign-worthy to a particular team or individual.

Tip 5: Numerous workplaces have already implemented remote work and utilize various virtual meeting applications such as Zoom, Skype, or Google Meet. If you or your organization is unfamiliar with virtual meeting spaces, it is recommended to conduct thorough research and select the most suitable virtual meeting application that caters to your requirements.

Tip 6: When planning a virtual meeting, it is advisable to determine its optimal duration. As a professional guideline, it is suggested that virtual meetings should not exceed an hour. To ensure efficiency and productivity, establish a clear schedule that is divided into distinct and defined blocks of time, with each block dedicated to a specific objective. This approach will help make your virtual meeting more organized and effective.

Tip 7: When conducting a virtual meeting that requires more than an hour, it may be appropriate to include a short break in the middle of the session. To ensure that the meeting remains productive and engaging, consider scheduling a five-minute break if the meeting is expected to be lengthy.

Tip 8: Prior to your virtual meeting, it is recommended to ensure that your home office or workspace is appropriately equipped. It is important to create a professional impression and this can be achieved by having a light and neutral background, as well as a strong source of illumination. This will aid in creating a professional thumbnail image.

Tip 9: To ensure an organized and effective virtual meeting, it is recommended to create an agenda sheet in advance. This will serve as a helpful reference for attendees to follow along with the discussion, and it will also assist you in presenting your ideas clearly and succinctly. By preparing an agenda sheet, you can better structure the meeting and keep everyone on track towards achieving the intended objectives. To ensure an organized and effective meeting use pan tilt zoom camera.

Tip 10: In a professional setting, using a formal slideshow or PowerPoint presentation can prove to be a valuable tool to optimize time management. This is particularly useful when presenting large amounts of factual information, statistics, or numerical data within a limited timeframe.

Tip 11: In order to optimize efficiency during virtual meetings, it is recommended to provide hyperlinks, documentation, and references for any digital resources that may need to be shared. This approach is preferable to attempting to cover all necessary information during the meeting, which may prove time-consuming and less effective. If a more comprehensive training session is necessary, it is advisable to schedule it separately and in groups whenever possible.

Tip 12: Please take some time to identify any obstacles or uncertainties that you may still be facing in regards to the project. If needed, schedule a portion of the upcoming virtual meeting for an open discussion about these potential roadblocks. It may be helpful to present a few different options to pursue in the event that the way forward is not yet clear. Maintaining open communication and flexibility will be key in navigating these challenges.

Tip 13: Create a comprehensive checklist that outlines all the key points you need to communicate to your team and the corresponding action items that need to be taken. This will serve as a helpful reference tool during your virtual meeting, ensuring that no important information is inadvertently overlooked. By taking this precaution, you can effectively manage the logistics of your presentation and ensure that your team is fully informed and prepared to take the necessary steps to achieve your goals.

Meeting Invites

Tip 14: Evaluate your agenda items and envision the team that must be assembled to address them proficiently and expediently during the online conference. Determine the necessary attendees and their respective roles and objectives for being present.

Tip 15: When scheduling a virtual meeting, it is advisable to invite only the necessary participants. While there is no strict rule on the number of attendees, it is best to keep the guest list concise while ensuring that all key individuals are included. This approach minimizes complexity and avoids the possibility of leaving out important participants.

Tip 16: It is advisable to extend invitations to your list of attendees well in advance. While last-minute virtual meetings are acceptable in urgent situations, for more elaborate and structured projects, it is recommended to plan ahead by at least a couple of weeks. This approach ensures that all necessary arrangements are in place and that everyone involved has ample time to prepare.

The Day-Of Meeting

Tip 17: Prior to commencing the virtual meeting, it is recommended to eliminate any potential distractions in your surroundings, particularly if you are participating from your residence.

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Tip 18: Prior to the scheduled virtual meeting, it is advisable to have a light lunch or a brief snack and keep a glass of water within reach. This will help ensure you are properly nourished and hydrated throughout the meeting to enhance your focus and productivity.

Tip 19: When attending virtual meetings, it is important to maintain a professional image that is appropriate for a business setting, just as you would in any other professional encounter. This includes ensuring that your appearance is appropriate and office-friendly.

Tip 20: Performing a mic, camera, and Wi-Fi check prior to commencement of your virtual meeting is a proactive measure to avoid any unforeseen technical issues during the presentation. If you are using a laptop, it is advisable to ensure that it is adequately charged and connected to a power source to prevent interruptions during the meeting.

Tip 21: When setting up for a virtual meeting, it is recommended to position your webcam at eye-level to ensure a professional appearance. It is also best to adjust the camera window as close to the eye-level as possible to keep the view comfortable for meeting attendees. Eye contact is important during virtual meetings and can enhance the interaction between participants.

Tip 22: For individuals who may feel apprehensive or inexperienced with virtual remote meetings, it is recommended to practice in front of a camera before participating in a live session. Keep in mind that your on-screen facial expressions may differ from your in-person ones, as emoting through a camera requires a certain level of skill. However, with consistent virtual meeting attendance, this will become second nature and you will no longer need to actively think about it.

Tip 23: Please ensure that your phone is silenced and any desktop notifications or other sources of noise are turned off during the virtual meeting. To minimize interruptions, we recommend taking a few minutes before the meeting to address any urgent messages or important tasks that require your attention. Thank you for your cooperation in creating a productive and professional virtual meeting experience.

Tip 24: It is recommended that individuals have a note-taking application or traditional pen and paper readily available to record important notes and tasks during virtual meetings. To optimize participation and attentiveness during online meetings, it is important to remain present, engaged, and display interest in the topics discussed and individuals speaking.

During the Meeting

Tip 25: As the facilitator of a virtual meeting, it is advisable to adopt a professional approach by commencing the meeting promptly and stating the purpose of the meeting in a clear and concise manner. Avoid unnecessary delays and get straight to the point by highlighting the key issues that require attention before proceeding with the agenda.

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Tip 26: To ensure effective communication and accountability, it may be necessary to designate an individual to document the minutes of the virtual meeting. Many types of collaborative software have the capacity to perform this task automatically. Documentation is an efficient means of bringing absent parties up to date quickly, and it promotes responsibility among all participants regarding what was discussed and shared. Whenever feasible, it is advisable not to forego this step.

Tip 27: In a virtual meeting, it may be necessary to conduct introductions depending on the size and purpose of the gathering. It is recommended to allocate a specific time slot at the beginning of the meeting for introductions, if deemed necessary. This will help establish a professional and organized tone for the meeting.

Tip 28: One of the key components of a successful virtual meeting is the allocation of roles for each action item. It is imperative to have a clear understanding of the roles required and the individuals who will be fulfilling them prior to the meeting commencement.

Tip 29: Create a clear timeline for virtual meetings, preferably in a visual format. Ensure all team members are informed of the schedule for future meetings. Assign realistic deadlines that prioritize efficient use of time, ensuring that deadlines are set with ample time for completion. It is recommended to start the planning process well in advance to allow adequate time for successful completion.

Tip 30: To optimize the effectiveness of virtual meetings, it is recommended to limit extraneous conversation, particularly at the start of the meeting. Once the meeting has begun and a productive flow has been established, excessive oversight is typically unnecessary.

Tip 31: To reinforce the outcome of a virtual meeting, it can be beneficial to conduct a brief summary at the end of the session. This involves reviewing the roles and goals of each participant to ensure that everyone is aligned and on the same page. Such a recap can help to improve the effectiveness of the meeting and facilitate successful outcomes.

Tip 32: Prior to concluding the virtual meeting, it is imperative to confirm that each participant has obtained all necessary information to proceed with their respective responsibilities. It is essential that every attendee is aware of their role and the expectations associated with it prior to concluding the meeting. Allocate a few minutes towards the end of the meeting to address any inquiries and to eliminate any lingering uncertainties.

Tip 33: When there is extra time remaining in the virtual meeting and no further discussion is necessary, it is advisable to conclude the meeting ahead of schedule. Verify that all participants have reached a consensus and proceed with their daily tasks.

After the Meeting

Tip 34: If you have been assigned an action item, whether from yourself or from a superior, it is imperative to take action immediately. Prioritize short-term action items and begin working on them as soon as possible. At the same time, it is also important to start planning for long-term goals and objectives in advance. Adopting this proactive approach ensures timely completion of tasks and successful achievement of objectives.

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Tip 35: If your team currently does not have a group calendar established, it may be beneficial to create one to effectively plan and schedule future virtual meetings. This approach can prove to be highly advantageous, particularly if your team anticipates ongoing collaboration in the foreseeable future.

Tip 36: When receiving instructions or orders, it is important to keep a record of any issues or inquiries that may arise. Non-urgent inquiries can be documented on a list as they occur. However, if you encounter a significant difficulty, it is recommended that you immediately reach out for assistance in order to promptly resolve the issue. Maintaining clear communication and a proactive approach to problem-solving is essential in achieving success in any task or project.

Tip 37: It is advisable to acknowledge and reflect upon your accomplishments, even those that seem insignificant, prior to completing your entire task. This practice serves as a useful tool for monitoring your progress and can serve as a source of motivation during challenging times.

Tip 38: As your team continues to make progress, it is important to anticipate new goals and challenges that may arise. Roles within the team may evolve and new objectives will need to be identified. In order to maintain efficiency and cohesion, clear communication channels must be established and maintained. It is important to have a transparent process for tracking individual and team successes, and to provide ongoing support and guidance to ensure continued growth and development. Each team member should be given specific tasks and clear expectations for their role, with opportunities for advancement and further professional development. By fostering a culture of ongoing communication and collaboration, your team will be better equipped to navigate future challenges and achieve long-term success.

Future Meeting

Tip 39: Ensure that all necessary preparations are made for future virtual meetings. If you are leading the effort, it is important to regularly follow up with team members to ensure that everyone is on track and any potential difficulties are addressed promptly. Be proactive in providing support and guidance to anyone who may be struggling to keep up with the tasks assigned.

Virtual Meeting Mastery: Tips for Effective Communication and Engagement

Tip 40: Take some time to reflect on the virtual meeting. Consider what aspects of the meeting were successful and which ones could be improved. Analyze the factors that contribute to the success or failure of the meeting and take necessary steps to prevent the recurrence of the same issues in the future. These steps will aid you in enhancing the productivity and effectiveness of your team’s virtual meetings.


In conclusion, conducting a successful virtual meeting requires a different set of skills and strategies than traditional in-person meetings. However, with the right preparation and implementation of the tips mentioned in this post, virtual meetings can be just as productive as their physical counterparts. It is important to establish clear objectives, create an engaging and interactive environment, and utilize technology to ensure effective communication and collaboration. By following these guidelines, virtual meetings can become a valuable tool for remote teams to stay connected and achieve their goals.

Mastering the Art of Virtual Meetings: Tips for Productivity

Alex Lim is a certified IT Technical Support Architect with over 15 years of experience in designing, implementing, and troubleshooting complex IT systems and networks. He has worked for leading IT companies, such as Microsoft, IBM, and Cisco, providing technical support and solutions to clients across various industries and sectors. Alex has a bachelor’s degree in computer science from the National University of Singapore and a master’s degree in information security from the Massachusetts Institute of Technology. He is also the author of several best-selling books on IT technical support, such as The IT Technical Support Handbook and Troubleshooting IT Systems and Networks. Alex lives in Bandar, Johore, Malaysia with his wife and two chilrdren. You can reach him at [email protected] or follow him on Website | Twitter | Facebook

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