Before the Meeting


  • Set a clear agenda, with timings, that can be shared with shareholders ahead of the meeting.
  • Ensure that you have a clear understanding of how to use the technology to allow you to monitor and respond to questions, and to announce the results of any polling.
  • Decide whether or not to moderate your Q&A, and if so, who will do this? Some organisations choose not to publish every single question, but to group them in to topics; some will moderate only for the purposes of spelling or to remove inappropriate words; others will allow all questions to be immediately viewed by everyone attending the meeting.
  • Practice running through your script several times ahead of the meeting. Do not underestimate the challenges of not being able to see the faces of those to whom you are talking.
  • Make sure you have a common visual focus, with slides that change frequently, to keep the meeting engaging for those attending online.