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The Essential Webinar Checklist for Organisers

Enjoy a simpler way to plan your webinars with the help of this week-by-week checklist.

8 weeks to go 1 week to go 5 minutes to go


FF Prepare a webinar strategy. FF Send out another promotional FF Show your screen.
email (try a text version rather than
FF Identify team members to help FF Allow attendees to join and view
a HTML).
coordinate the event. your pre-webinar slide.
FF Continue to promote via social
FF Decide on the title and content. FF Enter a welcome message into the
channels.
chat pane: “Thanks for joining! We’ll
FF Confirm webinar duration.
FF Hold a rehearsal with all speakers. begin in 5 minutes”.
FF Set a rehearsal date as well as the
FF Add speakers as panelists to the live
date of the webinar itself.
event. 1 minute to go
FF Confirm speaker’s availability for
FF Set up poll questions and exit FF Mute all non-speaking panelists
both the rehearsal and the webinar.
survey questions. and organisers.
FF Send calendar invites to speakers.
FF Send joining details to the FF Turn on webcams.
FF Send joining details for the speaker(s) and/or moderator.
FF Start the broadcast and hit the
rehearsal webinar to speakers.
record button.
1 day to go
4 weeks to go
FF Send “Last chance to register!” DURING the webinar
FF Schedule your event in your email.
FF Welcome the audience.
platform of choice.
FF Send out a reminder to attend
FF Display the agenda, title and
FF Prepare email invitations, email.
housekeeping slides.
registration page, confirmation
emails and follow-up emails. FF Chat out Twitter hashtag.
1 hour to go
FF Prepare opening and closing slides. FF Chat out useful links (e.g., book
FF Disable email alerts and pop-up
recommendations).
notifications.
3 weeks to go FF Send private message to speakers
FF Open the webinar in “practice
advising them of time remaining.
FF Create a hashtag for your event. mode” so attendees cannot join
but your speakers can. FF Wrap up. Tell audience that you’ll
FF Start promoting the webinar.
send the recording via email.
FF Welcome your speakers.
FF Distribute the first email invite.
FF Encourage audience to take the
FF Perform a final sound check.
FF Add webinar to your website and exit survey.
blog. FF Give presenter controls to those
FF Thank speakers, sponsors and
who need to advance the slides or
FF Mention it within newsletters. audience for attending.
show their screens.
FF Add to social media channels. FF Click “Stop Recording”.
FF Reconfirm the format of the
FF Ask presenters to promote to their webinar (intro, presentation, poll FF End the webinar on time.
audience. question, Q&A, wrap up, etc.)
FF Secure two computers so you have FF Remind everyone who is AFTER the webinar
a backup should one freeze during responsible for what (who is
launching polls, who is dealing with FF Hold debriefing with speakers and
the presentation.
questions behind the scenes, etc.). organisers.
FF A second computer (or screen) will
FF Place mobile phones on silent. FF Agree who will handle any
allow the organiser to see the Q&A,
unanswered questions.
polls, chat panes and dashboard.
FF Send out final reminder to join.
FF Archive the webinar recording.
2 weeks to go FF Send follow-up emails to all
30 minutes to go
attendees and no-shows within 24
FF Send out another email invitation.
FF Put a sign on your door: “Live hours (even sooner if possible).
FF Analyse your webinar registrations webinar on air – do not disturb”.
FF Promote on-demand recording on
and plan promotion changes if
FF Have water handy in case of a dry website and social channels.
necessary.
throat or coughing fit.
FF Share performance metrics with key
FF Pose questions to your social
stakeholders (such as total
networks to spark interest and
registrations, attendance, product
gather feedback.
demo requests, etc.).
Checklist GoToWebinar

About GoToWebinar

GoToWebinar makes communication with prospects, employees, partners and customers easier and more efficient than any
webinar product available today. With GoToWebinar, you can give presentations, perform product demonstrations and
deliver industrywide messages to up to 1,000 attendees, anytime, anywhere — all for one flat fee.

For more information and to request your free trial, visit www.gotowebinar.co.uk
For more tips, insights and ideas, visit our blog: http://blog.gotomeeting.co.uk

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About Citrix
Citrix (NASDAQ:CTXS) is leading the transition to software-defining the workplace, uniting virtualization, mobility management, networking and SaaS solutions to enable new
ways for businesses and people to work better. Citrix solutions power business mobility through secure, mobile workspaces that provide people with instant access to apps,
desktops, data and communications on any device, over any network and cloud. With annual revenue in 2014 of $3.14 billion, Citrix solutions are in use at more than 330,000
organizations and by over 100 million users globally. Learn more at www.citrix.com.

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