Conference Call Checklist

So you want to have a conference call?  You can always start a conference call in minutes, however we suggest a bit more preparation for a conference between you and your co-workers. When inviting clients or customers to your conferences, there are a few extra things you will want to do. 

First: Decide What Your Call is About

Write out what the meeting is going to be about and create an agenda, making sure to estimate how long each point will take.  It's always good to give yourself 5-10 minutes of margin.  Don't forget to budget time for questions.

Second: Decide Who

Once you've worked out when you want to have the call, decide who is going to be there.  This is a good time to ask yourself if you'll be having a guest speaker or if you need an operator assistance.   

Third: Send Your Invitations

Now that you have all of the above worked out, it's time to send out your invitations.  Your email invitations should include:

  • What the meeting is about
  • Their call-in number and participant code
  • When the meeting is and for how long
  • An abbreviated version of the agenda

Your participants are taken care of, so where will you be?  The beauty of audio conferencing is that you can host a conference call from pretty much anywhere.  So your only guidelines should be to conduct your conference call from a quiet place where you won't be interrupted.  And—for absolute best quality—use a landline.  One final suggestion: use a headset.  It's much more comfortable than cradling the phone in your neck.

Use this helpful conference call checklist before you plan your next meeting:

PREPARE YOUR CONFERENCE

__Choose the date and time.
__Determine if you need operator assistance.
__Will there be a guest speaker?
__Do you need a registration page?
__Do you want the conference call recorded?
__Will there be a visual element requiring web conferencing?

CREATE AN AGENDA

You need to write an agenda to send to speaker and participants so the know what to expect. 

__Does it have a realistic timeline?
__Is there a need to have breaks?
__Will there be Q&A? How long will your Q&A session be?
__Do you need a different version for participants?

TECHNICAL CHECKLIST

__Do you know how to mute your telephone?
__Is the sound quality on your conference good?
__Did you do a practice run to make sure that you know how to join the conference and the webinar?
__Do you have a backup method of connecting in case there is a problem with your connection?
 


Looking for ways to improve your speaking abilities? Here are four more resources:

Remember: Conference Call Mute Is Never On

It is an inevitable thing that is going to happen on conference call. Someone is going to forget to mute their phone. There are a million stories out there of how people have heard bathroom visits, ordering fast food, or worse. These interruptions are embarrassing, not only for the person responsible, but also for the host of the conference call.

Most conference hosts are diligent about putting the call into lecture mode and participants usually try to mute their conference lines. This doesn’t always happen.

Once, as an operator on a conference, I had the pleasure of dealing with a client who was going to have some high profile people on their conference. The client expressed to me that it was important that there were no back ground interruptions on the call. I explained that all the participants would be muted, but since there would be about seven people on with the special speaker code, those lines wouldn’t be muted. I suggested they use our star feature to mute the call and even had everyone test out the function to make sure the feature worked.

Inevitably, when the call started and one of the high profile guests was speaking, my client’s line was not muted and I suddenly heard the announcement that train #356 to Boston would be departing in five minutes. Having been on a number of operator conferences, I made the decision to mute his line, in order to avoid that playing over these high profile guests. It made me uneasy to have to do that – but I couldn’t risk his conference being interrupted, and this is the exact reason why people elect to have operators on their conference.

Audio conferences can be tricky. They aren’t necessarily hard to participate in but there are a lot of things to remember, and sometimes – it’s the simplest things that we can forget about.

It brings up a great point about being on a conference – always assume your line is not muted, even when it is. Even when you are certain you’ve muted your phone, or you just got the message that your line was muted, you never know when something could happen to unmute. What if your moderator accidentally turns off the feature or you’re disciplining one of your kids, across the room from your phone, and the moderator suddenly opens the lines up for questions.

In an instant the entire conference hears you explaining to your children why chocolate frosting is not an appropriate substitute for paint.

Always assume that your line is live – and it’s a good rule that can apply to audio conferences or video. Assuming that you’re on video will save you from possible embarrassment.

How are you managing on your conference calls? Are you assuming that mute is on, or are you doing things the same way that you would with a conference that was live?

Tell me your embarrassing moment in the comments – and if yours is the one that inspires the deepest shade of red, you’ll win a prize. (Details to come) I look forward to hearing your stories!