Virtual Check-In Best Practices

I’ve been thinking a lot about the 90 minute virtual meeting paradox. We spend the first 30 minutes on welcoming everyone and introductions, the next 15 on framing, and then a few people share thoughts. Then, just when the conversation gets meaningful, the host abruptly announces "We're out of time!” and throws a few rushed closing thoughts and announcements together. Sound familiar? We crave deep, meaningful, trust-based exchanges in virtual meeting environments that feel both tiring and rushed. It seems like as soon as momentum builds and insights emerge, it’s time to wrap up. Share-outs become a regurgitation of top-level ideas—usually focused on the most soundbite-ready insights and omitting those seeds of ideas that didn’t have time to be explored further. And sometimes, we even cite these meetings as examples of participation in a process, even when that participation is only surface level to check the participation box.  After facilitating and attending hundreds (thousands?) of virtual meetings, I've found four practices that create space for more engagement and depth: 1. Send a thoughtful and focused pre-work prompt at least a few days ahead of time that invites reflection before gathering. When participants arrive having already engaged with the core question(s), it’s much easier to jump right into conversation. Consider who designs these prompts and whose perspectives they center. 2. Replace round-robin introductions with a focused check-in question that directly connects to the meeting's purpose. "What's one tension you're navigating in this work?" for example yields more insight than sharing organizational affiliations. Be mindful of who speaks first and how difference cultural communication styles may influence participation.  3. Structure the agenda with intentionally expanding time blocks—start tight (and facilitate accordingly), and then create more spaciousness as the meeting progresses. This honors the natural rhythm of how trust and dialogue develop, and allows for varying approaches to processing and sharing.  4. Prioritize accessibility and inclusion in every aspect of the meeting. Anticipating and designing for participants needs means you’re thinking about language justice, technology and materials accessibility, neurodivergence, power dynamics, and content framing. Asking “What do you need to fully participate in this meeting?” ahead of time invites participants to share their needs. These meeting suggestions aren’t just about efficiency—they’re about creating spaces where authentic relationships and useful conversations can actually develop. Especially at times when people are exhausted and working hard to manage their own energy, a well-designed meeting can be a welcome space to engage. I’m curious to hear from others: What's your most effective strategy for holding substantive meetings in time-constrained virtual spaces? What meeting structures have you seen that actually work?

A reminder to all CS practitioners and leaders alike. Never set up a call to “just check in” - make sure you have a plan! Below is an actual example of guidelines I've put out for a few of my teams. Feel free to take them and make them your own. What else would you add? ________________________________ The check-in call is a good time to review the status of the partnership and mutually created goals, update any action items, discuss challenges, and adjust plans accordingly. You should also use this time to share any product updates! They will likely hear about things from a marketing drip campaign, but you are their trusted advisor, so it's great to hear them directly from you as well. A few other helpful things that can help guide content for these calls are: - Use Google Alerts and see if there's news about the customer. Bring up anything good or positive you've learned and ask probing questions about how and if this impacts their function. - Twitter and LinkedIn are also helpful for looking for updates that are interesting. - Come with a key insight that you've learned about their industry from others you are working with. Try showing them that you know their account and their market and that you are a valuable partner. - Look at usage trends. Has usage changed recently? Talk about usage trends and anything interesting you are seeing. Are there any other folks that should have access? - Try to get connected with other departments that could benefit from using this service/solution. - Bring up the past EBR goals and keep them at the center of the conversation. - Be prepared to discuss open tickets as it is likely to come up. Best Practices: - Before your call, send an agenda (at least 1 day in advance). Always be respectful of their time. Ask: - Is there anything you’d like to add to the agenda? - Is there any person who should be added to the call? - Come with some probing questions ready for problem statements or progress you’d like to assess. Always have a few and work them in naturally. When you start the call, start with some small talk, but keep things on track. - Have one slide that shows the agenda. Prioritize items by importance. - Try and stay on the agenda, but also listen for topics that may drive strategy. - Be flexible and prepare to adapt to their needs. Mind your talk-to-listen ratio. - It’s important that you lead and share, but make sure you talk less than the customers. Of course, I am not suggesting you sit in awkward silence, but make sure you are aware of how much you are speaking compared to them. Listening actively. Pay attention to what’s being said, how it’s being said, tone, body language, and any other non-verbal cues. This will help you gain a greater understanding of the overall health of the relationship. Follow through and follow up! - Always follow up with a thank you email with any information or actions clearly documented. These emails should be sent within 24 hours of the initial meeting.

At Stone Road, one practice I introduced immediately when I joined the team was implementing weekly 1:1 check-in calls. I firmly believe in the power of structured communication, regardless of team size – even in our tiny, two-person team, these calls have proven invaluable. They provide dedicated time each week to discuss ongoing projects and strategize for the week ahead, ensuring alignment and accelerating goal achievement. Our approach to these 1:1 meetings involves using a Google Sheet that we fill out before the meeting and alternate who leads each week. This allows both of us to openly share perspectives, ideas, and talking points, ensuring a collaborative and productive discussion. During these check-ins, we cover several key topics: 1. Last Meeting Follow-Up: We review highlights from our previous check-in to assess progress and identify outstanding tasks. 2. New Discussion Topics: We identify and discuss new topics for the week which are then followed up on in our next meeting, ensuring continuity and forward momentum. 3. Wins of the Week: Recognizing and celebrating both small and significant victories is essential, especially in our dynamic industry. Even in the most challenging weeks, we can identify at least 10 bullet points of wins we’ve had that week. 4. Action Items: We outline specific tasks to be completed before the next check-in, ensuring accountability and progress. 5. Weekly Deals: We assess our inventory and strategize on which SKUs to push and tailor our weekly deals around those specific SKUs. Do you conduct weekly 1:1 meetings with your team? I’d love to hear about the topics you find valuable to cover. Share your insights below! 👇

Mastering Remote Workforce Meetings: Best Practices and Etiquette Bottleneck Distant Assistant has been meeting remotely since 2018 and they've learned a lot about remote-based workforce meetings. Here are some best practices and etiquette guidelines to ensure your remote workforce meetings are productive, engaging, and respectful: 1. Set Clear Objectives: Start every meeting with a clear agenda outlining the purpose, goals, and expected outcomes. This helps participants understand the importance of their attendance and ensures everyone stays focused. 2. Choose the Right Tools: Select reliable video conferencing and collaboration tools that suit your team's needs. Ensure everyone has access and is familiar with the chosen platform to avoid technical hiccups. 3. Establish Meeting Norms: Define ground rules for participation, such as muting microphones when not speaking, using the chat feature for questions, and raising virtual hands to indicate a desire to speak. This fosters an organized and respectful environment. 4. Mindful Timing: Be mindful of time zones when scheduling meetings to accommodate participants from different regions. If unavoidable, rotate meeting times to ensure fairness and inclusivity. 5. Prepare in Advance: Share relevant materials, documents, or pre-reads ahead of time to allow participants to come prepared. This promotes meaningful discussions and efficient use of meeting time. 6. Encourage Participation: Actively engage all participants by inviting their input, encouraging questions, and acknowledging contributions. Use icebreakers or check-ins to foster camaraderie and connection among team members. 7. Facilitate Smooth Transitions: Transition between agenda items smoothly and effectively. Use visual cues or a designated facilitator to guide the flow of the meeting and ensure everyone has an opportunity to speak. 8. Manage Discussion Dynamics: Monitor participation levels and ensure quieter voices are heard. Encourage balanced contributions and intervene if necessary to prevent dominating behaviors. 9. Respectful Communication: Foster a culture of respect and professionalism by refraining from interrupting, speaking over others, or engaging in inappropriate behavior. Emphasize active listening and empathy in all interactions. 10. Follow Up and Follow Through: Summarize key takeaways, action items, and next steps at the end of the meeting. Send out meeting minutes promptly and ensure accountability by following through on commitments made during the meeting. By adhering to these best practices and etiquette guidelines, you can elevate the quality of your remote workforce meetings, foster collaboration, and drive meaningful outcomes in a virtual setting. Remember, effective communication lies at the heart of successful remote teamwork. #remoteworkforce #hireavirtualassistant #hireadedicatedassistant #remotework #videoconference