B L U E P R I N T LEVERAGING ONLINE TOOLS A powerful way to be able to type notes and increase engagement is by collaborating in real-time in a Google Doc. Create and email the doc ahead of time, explain that’s where you’ll be taking notes, and offer to them to make notes, fix spelling mistakes, or reprioritize items. If Google Docs (or something similar) isn’t an option, mention you’ll be taking notes at the start of the call, and email them to the other participants after the call. PREP Screen Sharing - If you know you’ll have to share your screen, be prepared before the call. If you’re using a slide deck have it open and ready to go. Another option is tab-based selling. Before you share, make sure everything you want to share is pre-loaded in the right order (see image below). Tab-based only takes 3 minutes before every call and will make you look prepared and professional. Internet Performance - fast.com will quickly check your internet speed and let you know if you’re up the 25 megabits per second speed you need to use video. If you’re concerned about losing internet connectivity, assign a co-host that will own the video if you get logged off. Double-check that your audio is on and is connected to any devices such as headphones. Create a simple checklist and check all your tech before every meeting to make sure you look professional as a first impression. HOW TO USE A WHITEBOARD IN AN ONLINE MEETING Whiteboards are a great tool in video meetings to add notes and help everyone visualize what is being talked about. You should try to get at least a 6’x4’ whiteboard to fill up the screen and give you enough room to properly write everything down. Write big and legibly - make it easy for others to read your writing. It’s ok to write slowly, others can watch after at 2x speed if they want. Use doodles - Even if your images aren’t beautiful, visuals connect with different parts of the brain that help make things more memorable. If you’re creating a video for people to watch later: The shorter the better - Try to keep it under 5 minutes. Keep it focused - Try to stick to one topic per video and avoid overwhelming it with too much information. ADVANCED TIPS FOR LARGE GROUPS