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How to plan your videoconference meetings

Here's a recommended Videoconference Meeting - Planning & Reservation Form:

CONFERENCE DATE: 

Start Time:                       End Time:

 

CONFIRMATION #: 

REFERENCE #: 

 


 

Reservation Information – for any questions regarding this meeting 

Requestor: 

Company:  

Local Contact: 

Company:         

Phone:       

Cell:           

Phone:               

Cell                       

EMAIL:        

EMAIL:               

 


 

Primary Location Information – for the Meeting/Video/Audio Conference - Location 1

Site Tech Contact – Name, Cell, e-mail, Skype ID:     

 

Lead Conference Attendee – Name, Cell, e-mail, Skype ID:     

 

CALL ORIGIN:     Receive or Initiate the Call

LOCAL START TIME: 

VIDEO SYSTEM: 

DURATION:              

VIDEO IP # & Speed:

 

Number of Participants:

 Skype ID & Speed:

 

AFTER HRS CALL #:

 

CONFERENCE NOTES:  Lead attendee should arrive 15 minutes prior to the conference.

 


 

Location 2 Information (repeat for each additional remote location)

Site Tech Contact – Name, Cell, e-mail, Skype ID:     

 

Lead Conference Attendee – Name, Cell, e-mail, Skype ID:     

 

CALL ORIGIN:     Receive or Initiate the Call

LOCAL START TIME: 

VIDEO SYSTEM: 

DURATION:              

VIDEO IP # & Speed:

 

Number of Participants:

Skype ID & Speed:

 

AFTER HRS CALL #:

 

CONFERENCE NOTES:  Lead attendee should arrive 15 minutes prior to the conference.

 


 

 Notes:  Setup a group for the meeting participants - in your Skype contacts for Text Messages & Chat during the conference, & in Outlook for email and calendar appointments. Send Agendas, Notices, Materials, & Notes in advance. We also recommend using a reminder service like Skype Text Messages & Outlook Calendars.

Meeting Planning, Agendas & Follow-Up: In most organizations, employees should be in some kind of daily and weekly meeting with their team. 

A Suggested Quick Daily Meeting Agenda - 6 to 10 minutes:

  • 2 minutes - What's up?   A quick go-around - Headlines, activities, meetings, accomplishments, news.

  • 2 minutes - Daily measurements of goals for yesterday and today.

  • 2 minutes - Where are you stuck? Where's the bottleneck? What can be done about it?
     

  • When is your Daily Meeting going to be? _______________________

  • Who is going to attend? _____________________________________

  • Will it be a video & audio conference call or stand up meeting? _________________

  • What locations? ____________________________________________

Setup a group for the meeting participants - in Skype for Text Messages, & in Outlook for email and calendar appointments. Send Agendas, Notices, Materials, & Notes in advance. We also recommend using a reminder service like Skype & Outlook.

A Suggested Weekly Meeting Agenda – 30 to 60 minutes:

  • 5 minutes -- Good News. Go around the group and have everyone share a SPECIFIC good news story, personal and business, from the past week.

  • 5 minutes -- The Numbers. Go over Smart Numbers, Critical Number, and everyone's individual or team weekly measures of productivity.

  • 5 minutes -- Customer & Employee Data. Are there are any recurring issues or concerns that the team or its customers are facing day in and day out.

  • 10 minutes – Focus for the Week. Have the team to drill on one big issue for the week. Have the person with accountability make a presentation on how they are addressing the issue.

  • Wrap-Up – Let everyone say a word or phrase that represents how they feel at that moment about the meeting.

  • Keep a log/recording of who said they would do what when.

This 30 to 60 minutes each week, if effective, will help make everyone's job easier and more productive. If it's not, re-examine how the meeting is being run and what is being discussed but don’t quit this rhythm.

02/12/2022

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