20 ways to run effective remote meetings

Last updated:
March 28, 2022
March 10, 2023
min read
Brendan McConnell
run effective remote meetings
Table of contents

Remote meetings are more popular than ever before and will continue to grow in demand. After the COVID19 crisis, workers were forced to pivot their working style, adjusting from in-person meetings to working collaboratively behind a screen. 

At first, this was a daunting prospect. With crying children, barking dogs, and the overbearing sound of a vacuum cleaner getting to work in the background, it’s understandable that organizations were worried when we were forced into remote meetings. 

That said, as the world adjusted to lockdown measures, it became resoundingly clear: remote meetings can be even more effective than in-person meetings. 

Of course, they also have the potential to go off track. If you’re finding remote meetings a challenge to organize, motivate, and collaborate effectively with your team, this article’s for you. 

Because, while remote meetings were thrust into the spotlight like never before during the COVID19 crisis, it’s obvious that they’re here to stay. And for all the right reasons. 

Remote meetings require a unique set of tools, etiquette, planning, and execution. They have the potential to enhance working life and draw out the very best in the time you have together. On the other hand, they can flop and go south pretty quickly.

So, in this article, we’re going to teach you how to run remote meetings effectively, and how to ensure that you achieve the desired results for your effort.

What are remote meetings?

An online meeting (otherwise known as a remote meeting) is exactly what it sounds like: it’s a formal or informal business meeting designed between colleagues in an online environment. Remote meetings can be either small, 1:1 conversations or larger online gatherings with colleagues from all around the world. This prospect - being able to communicate, collaborate, and work with employees from around the globe - shows one of the clear advantages of remote meetings. You’re no longer restricted by location, allowing for a wider range of talent. 

Remote meetings are different from regular, in-person meetings because they take place virtually rather than in-person. That’s pretty obvious. But, that simple difference creates a whole slew of unique challenges for online meeting organizers, such as:

  • Making it harder for attendees to read body language and emotion behind words.
  • Technical barriers, audio issues, and lack of visuals.
  • A reliance on screen sharing as a way to illustrate talking points.
  • Juggling different time zones and working hours.
  • Home office distractions and technical limitations.
  • The need for tools and storage platforms to centralize notes and to-dos.
  • The lack of an energetic and enthusiastic atmosphere is tricky (but not impossible) to replicate in the digital space. 

Remote meetings require all of the same structure and etiquette as an in-person meeting, but with added technical and distance barriers that need to be overcome.

Luckily, technology has more than caught up with the growth of online meetings. When demand rose, suppliers met that in buckets. So, there are now numerous tools that you can use to make the process easier. Before we dive into some of those remote meeting tools, let’s go over the requirements for setting up an online meeting.

How are online meetings set up?

The steps to setting up an online meeting will vary depending on the length of the call, the number of attendees, the number of speakers, and the types of visuals or presentations you need to show.

It can be as simple as starting a Skype conversation with one or more people, or as complicated as scheduling a video conference call with numerous dispersed speakers. They can be as intimate as a one-on-one video interview, or as public as a company-wide conference.

In any event, you need to ensure that you have the right tools in place to handle your requirements. You should also take into consideration:

  • Appropriate meeting times.
  • Attendee availability.
  • How you’re going to record and distribute meeting notes.
  • That everyone has the proper technology (both hardware and software) to handle a remote meeting.

Two common types of tools used for remote team communication are conferencing technology and meeting management tools.

But what are some examples of conferencing technology? And what meeting management tools do you have available to you? Let’s take a look. 

Conferencing technology

Conferencing technology for online meetings typically involves either a basic video calling platform or one that integrates video and voice-over IP (VoIP).

Basic video conferencing platforms are perfect for smaller team meetings and can either be set up in advance or initiated on the fly.

Examples of conferencing technology include: 

GetApp recently collected 15 software vendors offering free plans, trials, services, and more to help businesses with their video conferencing during COVID -19.

Video conferencing plus VoIP platforms offer a more enterprise-appropriate solution to remote meetings. These are platforms that allow meeting organizers to schedule calls in advance, send out mass email invitations with unique access links and call-in numbers. They also enable users to choose how they want to join the call. This type of platform is ideal for larger remote meetings or town halls that host attendees from various locations.

Popular platforms include:

How to choose the best conference tool for remote meetings

The platform you choose to run your remote meetings should be chosen with a variety of factors in mind. These factors should be unique to your team and organization. You may even find that having multiple conference platforms is a viable solution to cover your needs for smaller and larger meetings.

So, how do you pick the best conferencing tool to hold remote meetings? Here are some key variables to consider when exploring your options:

  • The size of your team.
  • Locations and time zones.
  • Screen sharing and visuals.
  • The ability to schedule in advance.
  • Up-time and reliability of the platform.

Best meeting management tools for remote meetings

How you manage your meeting is equally as important as what platform you use to host it. Keeping the meeting organized, recording ideas and tasks, storing information centrally, and ensuring remote access to the material are all critical to productive online meetings.

Meeting management tools might involve cloud-based storage of notes, a digital whiteboard, or a mind map to capture notes in real-time. Perhaps your remote meeting may require Kanban boards to illustrate project progress or even a simple Word document.

What’s important is that you have a tool in place that focuses the discussion, captures new ideas and information, stores that information for later, and provides clear marching orders to the team.

Some commonly used remote meeting management tools include:

Tools like Slack - an instant messaging platform where you can build individual teams and workspaces -  are also great for ongoing, informal communication after the remote meeting has ended. Employee texting systems for mass texting employees can also come in handy. For recruiters, platforms that offer collaborative hiring features are also invaluable ways to keep track of meeting outcomes and move tasks forward.

Now that we’ve covered the tools you’ll need for remote meetings, let’s dive into some tips for online meetings for both organizers and attendees.

Tips for online meetings: the organizer

Organizing and executing a successful remote meeting involves more moving parts and considerations than your classic in-person meeting. The organizer will need to assess and account for technical requirements, coordinate speakers, an agenda, and the platform they’ll use to manage the call.

With that in mind, here are some general tips for organizing online meetings:

  1. Keep them structured.
    Create an agenda in advance of the meeting with input from attendees, if necessary. It can be easy for a remote meeting to slide off-topic, so having a clear set of conversation topics and action points will ensure waffle is kept to a minimum. Present the agenda before the session, and at the start of the call. Allocate timeframes for each section, and leave room for a Q&A or discussion at the end of the session.
  2. Plan ice breakers for remote meetings.
    Ice breakers are a great way to get people comfortable with the remote meeting environment, especially if they don’t know each other. Do a round of introductions, and ask everyone to share something interesting about themselves
  3. Appoint a lead or moderator.
    Choose someone on your team to steer the meeting. They will need to present the agenda, stick to the allocated time frame, and drive the discussion forward. Ensure you share the agenda or conversation topics you created in point 1. 
  4. Send invitations and access links in advance.
    If you’re planning a more formal online meeting, create access links using your chosen conference platform, and send calendar invitations to your team. Ensure that all attendees can access the platform before the call.
  5. Assign roles.
    If your remote meeting involves multiple speakers and topics, it’s a good idea to assign jobs before the call starts. Who will be taking notes? Who is in charge of the follow-up? Who are the presenters? Hash these details out beforehand to ensure a smooth meeting.
  6. Use a meeting management tool to track the outcomes.
    Use a meeting management tool to take notes and establish tasks, action points, and meeting outcomes.
  7. Ensure your platform works properly before the call.
    Make sure you do a systems test before the call with one or two people to ensure that everything works well. This is especially important for calls with a larger number of attendees.
  8. Stick to a time limit.
    Just because everyone is at home doesn’t mean they’re available to go beyond the allocated time. Treat remote meetings like in-person ones, and respect a hard stop time.
  9. Invite the right people.
    Don’t invite everyone on your team if they don’t have to be there. Be particular about who you ask to attend a meeting. If someone isn’t participating during a call, it’s likely because they don’t need to be there in the future. Take notes and don’t be afraid to adjust your strategy based on performance. 
  10. Share notes and to-dos after the meeting.
    Ensure that your remote meeting isn’t a waste of time by clearly establishing the next steps and sharing outcomes with the team.
  11. Keep a central knowledge database.
    Keep track of mission-critical information with a central database. Use this to keep track of ongoing meetings, projects, and earned company knowledge.

Of course, the burden isn’t only on the organizer of the remote meeting. Attendees also need to ensure that they’re well equipped, present, and practice the proper etiquette to ensure a successful online meeting.

Tips for effective online meetings: the attendees

An online meeting is only as effective as its attendees. To ensure you’re using your time wisely, and contributing properly to the meeting, remote meeting attendees should follow these tips:

  1. Don’t multitask.
    Even if you can! Make sure you give your undivided attention to the conversation. It’s common courtesy.
  2. Mute when you’re not talking.
    Nobody wants to hear your cat meowing in the background. And if they do, the conversation will quickly turn to ‘what breed of cat have you got? She’s beautiful!’. Unmuted people are distracting and can derail a remote meeting.
  3. Turn your camera on.
    A face-to-face conversation is critical in establishing rapport and good teamwork. Now you can no longer rely on in-person communication, having a camera on is critical. 
  4. Make sure you have the right gear.
    Invest in a quality webcam and microphone so that you’re putting your best foot forward. Webcams and microphones that are built into your laptop or PC aren’t the best quality. So, take a look at web-cams and microphones on Amazon. It’ll be money well spent - specifically if your role is remote. 
  5. Set up your workspace before the call.
    Make sure you’re in a quiet, distraction-free environment that allows you to concentrate on the call.
  6. Speak clearly and slowly.
    Video conferencing has a tendency to drop out at times. Speaking clearly and deliberately helps everyone on the call hear and understand you better.
  7. Be thorough and descriptive.
    Likewise, remote calls are limited to audio and screen sharing. Be overly descriptive of what you’re talking about to ensure everyone understands.
  8. Share your screen to illustrate your points.
    If necessary, share your desktop (screen share) to explain your points. This saves time and generates a better understanding of your topic.
  9. Complete your to-dos in a timely manner.
    This ensures that your overall productivity maintains intact, even if you are working remotely.

After the pandemic hit, the working world panicked about change. Meetings on a computer? It’s madness!

But after adjusting, companies have found that remote meetings have their own strengths and benefits. When done properly, they can open up more opportunities, allow better focus, and increase enthusiasm.

So, remote meetings are now a part of many companies’ workflow.  As with any workflow, online meetings are made more effective and beneficial when you have the proper tools and processes in place to handle your needs.

The best way to find out what works for you? Try a range of different remote conferencing and meeting management tools available today to find what works best for your team and your budget, all the while following our tips for remote meetings.

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