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Conference Call
Etiquette
Rules & Expectations for Conference Call
Administrators & Participants
Introduction
Conference calls are part of every business
persons’ daily experience. However, not
everyone clearly understands the rules and
the expectations of those participating in a
conference call. This will define and clarify
those rules and expectations, for the
conference call administrator as well as the
participants.
Conference Call Administrator
 Before the Conference Call
 Arrive prior to the beginning of the call
 Direct and manage the call
 Provide clear directions to participants
 Distribute any required materials
Conference Call Administrator
 At the Beginning of the Conference Call
 Announce the call is being recorded
 Start on time
 Facilitate introductions if necessary
 Review the agenda
 Remind participants of the rules of the call
Conference Call Administrator
 During the Conference Call
 Keep the discussion on track
 Ensure attendees are participating
 Keep track of topics to be discussed later
 Record all action items and due dates
Conference Call Administrator
 At the End of the Conference Call
 End the call on time
 Summarize the call
 Thank everyone for attending/participating
 Inform participants you will provide them with the
link to the recording, notes, action items, etc.
Conference Call Administrator
 After the Conference Call
 Prepare the call summary
 Send summary, recording link to all invitees (not
just those who attended)
Conference Call Participants
 Be ready to join the call 5-10 minutes early
 Be on time joining the call
 Notify the administrator if you will be late, have to
leave early, or will not be able to give your
presentation
 Identify yourself when you speak
 Participate in the call
 Be polite, don’t interrupt
 Take notes
 Mute your phone when not speaking
Summary
 Administrator:
 Set the agenda
 Manage the call
 Record the call and take notes
 Keep the call on track
 Summarize at the end
 Participants:
 Be on time, be polite, be attentive and participate
 If you must leave early or will be late, notify the administrator in
advance
 Try to avoid disrupting the call as much as possible when you
leave early or join late
Questions?
© Richard Hatheway – 2014
 Email: r_hatheway@juno.com
 LinkedIn: www.linkedin.com/in/richardhatheway
 Twitter: www.twitter.com/rhatheway
 SlideShare: www.slideshare.net/RichardHatheway

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Conference Call Etiquette

  • 1. Conference Call Etiquette Rules & Expectations for Conference Call Administrators & Participants
  • 2. Introduction Conference calls are part of every business persons’ daily experience. However, not everyone clearly understands the rules and the expectations of those participating in a conference call. This will define and clarify those rules and expectations, for the conference call administrator as well as the participants.
  • 3. Conference Call Administrator  Before the Conference Call  Arrive prior to the beginning of the call  Direct and manage the call  Provide clear directions to participants  Distribute any required materials
  • 4. Conference Call Administrator  At the Beginning of the Conference Call  Announce the call is being recorded  Start on time  Facilitate introductions if necessary  Review the agenda  Remind participants of the rules of the call
  • 5. Conference Call Administrator  During the Conference Call  Keep the discussion on track  Ensure attendees are participating  Keep track of topics to be discussed later  Record all action items and due dates
  • 6. Conference Call Administrator  At the End of the Conference Call  End the call on time  Summarize the call  Thank everyone for attending/participating  Inform participants you will provide them with the link to the recording, notes, action items, etc.
  • 7. Conference Call Administrator  After the Conference Call  Prepare the call summary  Send summary, recording link to all invitees (not just those who attended)
  • 8. Conference Call Participants  Be ready to join the call 5-10 minutes early  Be on time joining the call  Notify the administrator if you will be late, have to leave early, or will not be able to give your presentation  Identify yourself when you speak  Participate in the call  Be polite, don’t interrupt  Take notes  Mute your phone when not speaking
  • 9. Summary  Administrator:  Set the agenda  Manage the call  Record the call and take notes  Keep the call on track  Summarize at the end  Participants:  Be on time, be polite, be attentive and participate  If you must leave early or will be late, notify the administrator in advance  Try to avoid disrupting the call as much as possible when you leave early or join late
  • 11. © Richard Hatheway – 2014  Email: r_hatheway@juno.com  LinkedIn: www.linkedin.com/in/richardhatheway  Twitter: www.twitter.com/rhatheway  SlideShare: www.slideshare.net/RichardHatheway