The document provides best practices for conducting remote meetings. It recommends frequently communicating with teams through regular meetings and check-ins to replace in-person conversations. It also suggests using video conferencing to make teams feel connected by looking at the camera, watching for engagement, and ensuring all participants contribute. Additionally, it advises creating a distraction-free workspace with a professional background and attire for remote work and keeping regular hours. The document outlines an effective agenda format including sharing good news, reviewing action items and project plans, discussing critical topics and data, and recapping discussions and objectives for the next meeting.

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Best Practices for Conducting
Remote Meetings
Communicate…Frequently! We are now replacing the hallway
conversations with more deliberate communication. Keep regular meetings
and consider more frequently planned check-ins.
Video Conferencing Works—to help your team feel connected and heard.
Look at the camera when speaking, watch for your team’s engagement,
and draw people out to ensure all are participating.
Bloom where you are planted—your work environment matters, create a
workspace free of distractions, consider your background, position the
camera at a straight on angle, dress for work, and keep regular work hours.
Set a Productive Agenda—a good agenda, whether for an in-person or
video meeting, is critical to ensure your team’s confidence and
productivity. Your meeting should include:
AGENDA
1. Good News
 Take time at the beginning of each meeting to share good news, personal or
business
2. Project Plan & Action Item Review
 Create a list of action items and review progress at the beginning of each
meeting
3. Discussion Topics and Data Review
 Create an environment where your team is discussing the most critical needs,
engaging in the discussion of data related to serving clients, and working
together to manage and improve the work underway
4. Recap and Set Next Meeting Objectives
 Recap what was discussed and what action items were added to the list
 Ensure each person assigned to an action item is clear on the assignment
and has a date set when they will report back