So, you’re planning to facilitate an upcoming Zoom session…well, let’s go through the checklist.

Below is a checkoff list to help guide you in creating your Zoom meeting, as well as support you in being a successful communicator. Additionally, this guide will support you by providing good Zoom-support and a customer/attendee experience.

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Getting Started

☐	Schedule Zoom Meeting:
	☐  How many participants will be in the meeting?
	☐  Do participants need to see one another?
	☐  Are participants expected to converse or provide responses during the meeting?
	☐  Will you need breakout rooms for the meeting?
	☐  Will the session be recorded?
☐	Identify Roles:
	☐  Presenter/Host: ______________________________________________________
	☐  Co-Host/Alternative-Host: ______________________________________________
	☐  Moderator/Facilitator: __________________________________________________
☐	Advertise/Communicate your event:
	☐  Post link on the website or learning management system.
	☐  Email announcement with a link to potential attendees.

Prep with Presenters

☐	Confirm the date & time with the presenter, and ask the presenter to log in a minimum of 10 minutes early to test connection and any presentation materials.
☐	Will the presenter take time to answer questions? How much time?
☐	Does the presenter want to hold questions until the end of the session?
☐	Does the presenter want to be interrupted for questions during the session?
☐	Does the presenter want a verbal/chat time warning toward the end? How much of a time warning? At 10 minutes? At 5 minutes? At 2 minutes?

Pre-Meeting Check

☐	Have you found a quiet location where you can comfortably attend the meeting undistracted for its entire duration?
☐	Is the Zoom app downloaded on your device?
☐	Is the meeting link active and working?
☐	Do you have a strong network connection where you are? Connect to an internet hardline and avoid using Wi-Fi when possible.
☐	Will you need a headset or microphone?