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Max Shepherd-Cross

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January 14, 2025

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13
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How to choose a meeting platform & host the best virtual meetings

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Today, virtual meetings are an essential tool for communication and collaboration, especially for large teams that work remotely or which have adopted hybrid work models. But to have successful virtual meetings, you need to have the right tech and implement the best practices of real-time remote collaboration. 

In this article, we’ll explain how to pick the right meeting platform and give you our top tips on hosting the best virtual conferences and one-on-one calls – and how to overcome common challenges you might encounter. 

The role of virtual meetings for hybrid and remote teams

Virtual meetings are essential for keeping hybrid and remote teams connected and moving in the right direction. They make it easy to share updates, solve problems, and keep projects on track when teams are distributed across multiple locations and even time zones. 

Meetings come in all kinds of shapes and formats – quick check-ins, progress updates, quarterly strategy calls, one-on-one performance reviews, and more – but the goal is to ensure that everyone is on the same page and working towards the same goals.

A well-run virtual meeting gives employees a chance to share their ideas or concerns, improve relationships, or get help on specific problems. For hybrid teams, they can help bridge the gap between those working in the office and those working remotely on any given day, ensuring teams can collaborate without any issues.

Best practices for conducting real-time virtual meetings

To make meetings work and provide a good meeting experience to all participants, you need to focus on the essentials: 

  • Keep them short
  • Set clear goals and share a meeting agenda in advance
  • Only invite the people who really need to be there
  • Use meeting recordings if and as needed

Below, you’ll find our best tips on organizing meaningful and impactful online meetings for your team. 

Implement meeting software

For a smooth experience, you need the right meeting software. Here are the best options out there:

  • Zoom: Zoom is great for everything from one-on-ones to large webinars, and is very reliable. Plus, it has extra features that other platforms don’t, like breakout rooms and advanced webinar capabilities.
  • Microsoft Teams: MS Teams is ideal if your team already uses other Microsoft 365 apps. It integrates easily with other tools like Outlook and SharePoint.
  • Google Meet: If you’re using Google Workspace, Google Meet is its natural extension for meetings. It's simple, no-frills, works right from your browser, and integrates exceptionally well with Google Calendar. 
  • Slack: The platform’s video and voice call features are great for quick, informal check-ins.

Pair those with a desk booking app like Officely to plan in-office days for meaningful face-to-face meetings when needed.

A screenshot of Officely’s Who’s in tomorrow screen in Slack
Officely makes it easy to coordinate in-person and virtual meetings

Additionally, you might want to experiment with AI-enabled assistants, such as Fathom or Claaap to get instant recaps and a list of action items for each team member. 

Prepare your virtual meeting space

A little preparation goes a long way when meeting your team over a Zoom or Google Meet call. Encourage your people to be mindful of their backgrounds and potential distractions and keep things simple. A blank wall or a tidy bookshelf works great, but that’s not available to them, blurring their background or using a virtual one is a good option. 

Lighting can make a huge difference. Natural light from a window is ideal, but if that’s not an option for you or some of your team members, you can invest in a few lamps for video calls. (Did you know that even IKEA has those now?)

And, lastly, avoid scheduling back-to-back meetings for your teams. Those can be exhausting (especially for introverts!) and don’t leave your people the necessary time to prepare for their next virtual meeting – or jot down their thoughts after a call.

Ensure clear communication

Always define the purpose of each meeting and share an agenda in advance. This helps make sure everyone knows what to expect, how to prepare, and what questions to ask. 

During each meeting, be concise and intentional. You can use third-party apps to capture key points and action items, and clarify who’s responsible for what before the call ends. 

Use tools like screen sharing or collaborative documents to ensure everyone is literally on the same page. Small steps like these make online meetings more productive and leave no room for ambiguity.

Encourage participation and engagement

To set the stage for creativity and collaboration, you need to create space for everyone to contribute.

Ask specific team members to share their updates or insights, and use open-ended questions to spark discussion. Make sure everyone gets the chance to speak out, even those who are naturally shy, by inviting them to share their opinions. 

You can use a digital whiteboard or a visualization platform like Miro to involve everyone and brainstorm more effectively – or invite meeting participants to share their screens whenever they are presenting concepts, problems, or results to others. 

A screenshot of a Miro whiteboard during a team call
You can use Miro to improve teamwork and engagement during hybrid meetings

Manage time effectively in virtual meetings

Don’t let meetings drag if you don’t want your team to hate them. Instead, always aim to have short and purposeful meetings. Encourage team members to include time blocks for each topic for all their upcoming meetings. 

For each call, the meeting host has the responsibility to stick to the agenda, keep the meeting on-topic, and actively moderate the discussion. 

From our experience, most meetings don’t need to exceed 30-45 minutes. End with a quick recap of key decisions and next steps so everyone knows what’s expected and no time is wasted revisiting issues later.

How to choose the right virtual meeting software

With so many options available, it’s easy to get overwhelmed, but focusing on your team’s specific needs will make the decision much simpler. Here’s how to find the best fit:

1. Assess your team’s size and meeting frequency

If your team holds small, frequent check-ins, a straightforward tool like Google Meet or Slack’s call function might be all you need. 

For larger teams or companies hosting webinars and virtual events, Zoom or Microsoft Teams offer robust features for different use cases. Think about whether you need a platform for daily use, occasional large-scale events, or both.

2. Check for integration with your existing tools

Pick apps that connect with the tools your team already uses to save time, reduce friction; and boost adoption. For example, MS Teams works effortlessly with Microsoft 365, while Zoom and Google Meet integrate well with calendars.

3. Consider the user experience

Pick software that’s user-friendly and easy to navigate, and that works well across devices. Consider extra accessibility features like closed captioning or screen readers for team members who might need them.

4. Prioritize features that fit your workflow

Think about what your team needs to collaborate effectively: 

  • Do you need breakout rooms for small group discussions?
  • Real-time transcription for notes? 
  • Or maybe screen sharing and whiteboarding tools for brainstorming sessions? 

Zoom offers a ton of advanced features; if you need something simpler, Google Meet covers the basics quite well.

5. Evaluate security and compliance

For sensitive conversations, security is non-negotiable. Look for end-to-end encryption and compliance with standards like GDPR or HIPAA if your industry requires it. 

Webex and Microsoft Teams are great options for businesses with strict security needs.

6. Test reliability and performance

Your meeting platform needs to work, period. Test options under different conditions – like low-bandwidth scenarios or with dozen or more meeting attendees – to see how well they hold up. 

Best features for online meeting software for video conferencing

So, what are the must-have features you should look for when choosing a video conferencing platform? Here’s a breakdown of the most essential capabilities: 

1. High-quality audio and video

Clear communication starts with reliable audio and video. Look for platforms that provide HD video and advanced noise-canceling features, so that everyone can see and hear others well, even in less-than-ideal conditions.

2. Screen sharing

For presentations, demos, and collaborative work, you’ll need strong screen sharing features. Make sure the platform supports this for multiple users and allows switching presenters easily during the meeting.

3. Recording and playback

A recording feature lets participants catch up on missed meetings and revisit key details. Bonus points if the platform offers cloud storage for recordings and lets you share them easily.

4. Chat and messaging

Integrated chat allows participants to share links, questions, or comments without interrupting the flow of the meeting. Look for platforms that include both private and group messaging during calls.

5. Scheduling and calendar integration

Seamless integration with tools like Google Calendar or Microsoft Outlook makes scheduling meetings easy and intuitive. This ensures participants have access to meeting links and reminders without extra effort.

6. Mobile and cross-device support

Your team members might not always be at their desks. Choose a platform that works smoothly on smartphones, tablets, and desktops, so participants can join meetings from anywhere.

7. Customization options

From branding virtual backgrounds to setting up custom waiting rooms, personalization features can enhance everyone’s experience – especially when you meet partners, potential customers, or job applicants. 

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The benefits of virtual meetings and webinars

Virtual meetings can be very useful in getting things done whenever teams are not in the same office – so, especially in hybrid and remote work environments, they can make all the difference. Here are some of their key advantages: 

Everyone can connect from anywhere

Virtual meetings remove the barriers of location, allowing teams to work together in real time from anywhere in the world, whether it’s a quick check-in or a global team sync.

Save time and costs

Traveling for in-person meetings if your team is distributed across multiple locations is obviously very costly – and inefficient, if you count all the time lost in commuting. 

Online meetings eliminate those expenses and help you free up resources for other priorities.

Encourage flexibility

Virtual meetings support flexible work schedules and hybrid work, making it easier for team members to join from wherever they’re most productive. 

This can help you attract and retain top talent who value remote or hybrid work options.

Improve communication

Face-to-face interaction, even virtually, reduces misunderstandings compared to email or chat. Video meetings allow participants to pick up on non-verbal cues and provide immediate feedback for clearer, faster communication.

Scale teamwork

Virtual meetings scale easily to fit the size and purpose of your gathering. Tools like breakout rooms even allow for smaller group discussions within larger meetings.

Keep a record

The ability to record and save meetings ensures that important discussions, decisions, and action items are never lost. This is particularly useful for onboarding, training, or working on complex projects.

How to overcome common challenges with virtual networking

Online meetings aren’t always smooth sailing, but with the right strategies and tools, problems are easy to tackle. Here are two common types of challenges and how to address them:

1. Technical difficulties

Connectivity issues and glitches happen occasionally, but preparation can reduce disruptions. 

Make sure participants have a stable internet connection, up-to-date software, and a good home office setup for calls. Check out our article on the best hybrid meeting equipment for more details and ideas.  

2. Navigating time zone differences

For global teams, time zones can make scheduling tricky. Aim for flexibility and choose meeting times that work for as many participants as possible. Platforms like Calendly or Doodle can help you find times that work for everyone; Calendly displays others’ availability in local time, making it easy to schedule calls. 

Officely can enhance even the best virtual meeting platform

With the right strategies, virtual meetings can be easy, productive, and, dare we say it, even enjoyable. For this, you need to choose the best meeting platform for your team and encourage everyone to stick to best practices like clear communication and efficient time management.

Pairing these efforts with a hybrid work tool like Officely takes things further. Officely helps you coordinate in-office schedules, making it easy to balance virtual and face-to-face meetings and keep your team connected. For more actionable tips, download The Complete Guide to Office Management in Flexible Workplaces to build a hybrid work strategy that works for everyone.

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Max Shepherd-Cross

Max Shepherd-Cross

Max is one of the cofounders and CEO of Officely, a flexible work enablement platform. He has helped thousands of businesses not only transition to flexible work but instil it at the core of their culture and brand.

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