Sample Webinar Roles & Expectations

Last extensive update: June 23, 2020, 8:30am




Following are the roles to consider when hosting a virtual event - from meetings to webinars to conferences. The needs of each type of event will vary and the size of the audience and engagement tools also make a difference. This list of roles may be filled by one person wearing many hats, or by many individuals. 

Tips for a Successful Virtual Presentation



  • Is this webinar better live, or pre-recorded with the speaker then engaged in a chat room and Q&A?
  • How long is the presentation? Could it be shortened/condensed, split into multiple, chunked sessions, and/or include some pre/post work?
    • Consider this cycle when crafting a virtual education outline:
      • meet - teach - Q&A
      • apply, transfer
      • meet - teach - Q&A
      • also consider discussions, debriefings, reflections, etc.

Pre-Recording for Virtual Presentations

You've made the decision to pre-record your presentation for an upcoming event. Or someone else made that decision for you. Either way, you know you have to pre-record. 

Graphic Design and Creative Tools for the Rest of Us

Whether you are forced to be a graphic designer at times or simply want to jazz up some documents and presentations with something other than text, there are a variety of tools out there that can help you along the way. I am what I refer to as a "by-default" graphic designer. I am NOT an actual graphic designer, and I do not consider myself very creative when it comes to design.

Evidence as to Why We Need to do a Better Job of Capturing Partial/Incomplete Attendee and Exhibitor Registrations

When we work with clients on managing event registration, the work often entails building online registration systems at a fraction of the cost of association management systems (AMS). The long-term use of these systems over years, for multiple events, with less annual fees is desirable for many organizations. An often untouched bonus to online systems is that they capture partial or incomplete registrations, allowing us to design follow-up drip marketing aimed particularly at dropped registrations.

Email Setup Options: IMAP versus POP

Most email providers (but NOT all!) such as iCloud, Gmail, webmail/cPanel accounts, and a host of other providers offer two ways to setup your email when using an email client such as Apple Mail, Outlook, or your smartphone or tablet of choice. The more well-known among the general population seems to be POP (Post Office Protocol) and the other is IMAP (Internet Message Access Protocol). Here's a simple breakdown of what each can and cannot do for you and the benefits of using one over the other...