Welcome to the Strategy Table Pathways guide to Virtual Meeting and Event Best Practices.
Bringing people together online takes more than sending a calendar link; it requires diligent planning so the timing feels effortless, transitions are seamless, and the focus stays on learning, connection, and bringing ideas to life.
Building on the best practices your organization already has in place for speakers, this guide walks you through intentionally preparing your technology, hosts, and presenters while tapping into the collective knowledge in the virtual room.
Sign up for your seat at the table to download a PDF overview of the best practices.
Or explore the core strategies below and use the interactive 24-Point Readiness Checklist to audit your upcoming session and generate a customized PDF action plan for your team.
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– MEMBERS ONLY DOWNLOAD – Click to sign up and get your seat and access the pdfPreparing Your Virtual Event: Technology, Hosts, Presenters & Engagement
Using the best practices your organization already has in place for speakers, use this complete guide and interactive 24-point readiness audit to prepare everyone for confident, energizing virtual participation.
Preparing Your Virtual Event: 7 Essential Steps for Hosts & Speakers
Test Technology in Advance
Confirm your camera, microphone, internet connection, presentation software, and event platform work correctly. Use a wired connection when possible and keep a backup device or dial-in option available.
Rehearse in the Event Environment
For high-stakes virtual events, host a technical run-through with key team members, speakers, and host. Ensure all are comfortable with screen sharing and transitions, and clarify how cues, questions, polls, and audience interaction will be managed.
Adapt Content for a Virtual Audience
Keep slides visually simple—remember some people may be viewing on a phone or tablet. Prepare concise examples that are easy to follow on a small screen.
Optimize Your On-Camera Setup
Position the camera at eye level, face a soft light source, use a quiet and uncluttered background or a simple branded virtual background. Silence notifications and frame yourself with comfortable space around your head and shoulders.
Prepare for Confident Delivery & Contingencies
Have a schedule and practice timing for key elements such as introductions, recognitions, or transitions. Have key links accessible, join early, have water nearby, and get ready to engage.
Have a Co-Host & Digital Lifeguard
Set up a team member as your co-host so if you experience any failure, the event keeps going. Confirm with guests what to do if audio, video, slides, or connectivity fail on either end.
Send a 30-to-60 Minute Reminder
Send an email to all registered attendees 30–60 minutes before the event so the joining link sits right at the top of their inbox. Option: Stand and present for higher energy and adjust your camera to match your standing height.
Technical Considerations, Camera Eyeline & Sensory-Friendly Backgrounds
Reliable bandwidth, natural eye contact, and thoughtful lighting ensure your message lands without distraction:
- Hardwired Ethernet vs. Wi-Fi: Connect your computer directly to your modem with a hardwired Ethernet cable whenever possible. If Wi-Fi is your only connection, turn off or disconnect other devices sharing that network.
- Pause Background Cloud Syncing: If you use Microsoft OneDrive, Dropbox, or Google Drive, pause both uploading and downloading sync while presenting so cloud platforms don’t chew up your two-way video conference bandwidth.
- Stand Up If You Are Able: Presenting standing up boosts energy, builds confidence, and reduces nerves by activating the brain. Audiences view standing speakers as more authoritative and approachable—just ensure your camera level is adjusted to your height.
- Clean Your Lens & Manage Lighting: Clean your lens with an antistatic cloth before every presentation. Lighting hitting the front of your face must be brighter than lighting behind you—never present in front of uncompensated windows; use a ring light or rotate your setup.
Match the Camera Position to Your Natural Eyeline
Looking down at a low laptop on the desk creates an unnatural downward gaze and disconnects you from participants.
Raise your laptop using books or adjust your webcam to align with your eyes and look directly at the lens.
A simple blank wall or a bookshelf and a small plant looks much more authentic than a busy office space. If you must hide your background, use a clean Virtual Background instead of Blur—blurring can be uncomfortable for viewers with sensory sensitivities, making it hard for them to focus on your words. Also limit background clutter so your video software’s “eye” can cleanly detect your face and body.
Keep It Simple, Appoint a “Digital Lifeguard” & Vary Your Pacing
Keep It Simple: If you are getting stressed out about technical elements, imagine how your audience feels. Don’t try to do everything yourself—have a team member serve as Engagement Support to run polls and Q&A so the presenter can focus on content. When presenting regularly to the same team, introduce one new tool or module at a time and evaluate whether it enhances or derails the conversation.
Have a Digital Lifeguard: Appoint someone specifically to provide 1-on-1 tech support for individuals who are especially challenged, so you don’t lose time with the entire group while onboarding one person.
Engagement Tactics, Energizing Breaks & Presentation Formats
1. Opening & Warm-Up
Share the schedule ahead of time (or at session start). Begin with an easy chat prompt (where you’re joining from, favorite ice cream flavor, ocean vs. mountain) and recognize people by name. Keep host intros short, thank attendees for their time, and invite cameras on.
2. Intentional Energizing Breaks
For breaks over 10 minutes, display a slide stating when you will return. Energize with: sharing what snack/drink everyone has, virtual gallery photos (social FOMO), chair/standing stretches, a 4-song voted dance break, or “Pets on Parade.”
3. Vary Presentation Formats
Change formats to sustain attention: Solo presentations (max 20 mins), Fireside Chat with two presenters using the same virtual background, Moderator-led panels, or Blink / Ignite formats (max 6 mins focused on one core idea).
Encourage Interaction: 7 Ways to Engage Beyond Just Watching
You have a huge collective of knowledge in the room—give participants reasons to stay curious about what happens next:
Use the Chat Function
Prompt ongoing chat responses to spur rapid ideation and surface diverse perspectives throughout the session.
Collaborative Whiteboards
Tools like Mural, Miro, and Figma are ideal for visual brainstorming and real-time sticky-note ideation.
“Pass the Mic”
Invite breakout spokespeople or attendees to unmute, return, and present back key ideas to the room.
Live Polling & Quizzes
Use native Zoom polls, Mentimeter, or Slido—pre-planned for content trivia or on the spot for instant feedback.
Peer-to-Peer Speed Networking
Pair or group attendees randomly in short, timed breakout rooms (3–6 minutes) with specific prompt questions.
Crowdsourced Q&A + Word Clouds
Use Slido or Google Q&A with question upvoting, plus fast-paced simultaneous chat “waterfall” prompts or word clouds.
Pre-Event Preparation & Team Roles (7 Items)
Technology checks, environment run-throughs, mobile-friendly slides, on-camera framing, contingencies, co-host/Digital Lifeguard, and 30–60m reminder
Technical & On-Camera Setup (7 Items)
Hardwired Ethernet/Wi-Fi isolation, cloud sync pause, standing posture, clean lens, natural eyeline, front lighting, and sensory-friendly backgrounds
Engagement Tactics, Pacing & Breaks (5 Items)
Schedules, warm-up chat questions, participant recognition, energizing breaks (>10m), and format variety
Interactive Tools & Collective Ideation (5 Items)
Collaborative whiteboards, live polling/quizzes, speed networking breakouts, crowdsourced Q&A + Pass the Mic, and waterfall chat / word clouds
Turn These Concepts Into Practice & Elevate Your Team’s Gatherings
If you want to elevate your team’s gatherings and turn these best practices into seamless execution, we invite you to connect with Strategy Table Pathways Inc.:
Generate Your Custom Readiness Action Plan
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