All Things Admin: Webinar Prep Checklist Procedure Sample

Nov 2, 2020 | Procedures

Become a Procedures Pro!

We’re celebrating the 3-year anniversary of Become a Procedures Pro® by sharing sample procedures with you. Administrative procedures tools and training have been one of our most popular product lines, so this week we are giving you a peek into the All Things Admin team’s Administrative Procedures Binder archive.

Today’s featured procedure: Webinar Prep Checklist


What it’s for: This is the checklist we use to make sure we’re ready — with plenty of time for technical issues — when we deliver a webinar.

A few insights that may help you with your procedures development:

  • This simple checklist doesn’t need a lot of detail. It’s designed to be more of a reminder for those busy, stressful days when you may not be thinking clearly. We’ve all had days like that!
  • In addition to keeping a copy in our procedures binder, we keep this in a sheet protector next to the phones and computers we use to deliver the webinars, so it’s available for quick reference.

Do you have any regular recurring conference calls, tele-presence meetings, or webinars that you coordinate or setup for your teams? Do you have a documented procedure someone could follow to accomplish the task if you weren’t available? If so, awesome! If not, use this as a model to get your procedure created today! And be sure to leave a copy in the conference room so others can quickly access it, too.

Share your ideas and progress with us on FacebookTwitter, and LinkedIn.

Need help getting your procedures created? Here are several ways we can help!



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