The document outlines the key activities that should be completed before, during, and after a webinar. It lists tasks such as defining goals and evaluation metrics, creating presentation materials, registering attendees, sending reminders, testing technology, conducting the webinar, and following up with recordings and feedback. The checklist helps ensure all necessary steps are addressed to plan, promote, deliver, and follow up on a successful webinar.

1. Pre‐Webinar Activities Post‐Webinar Activities
Webinar Day
 Goals for the webinar clear and documented
Goals for the webinar clear and documented  Presentation uploaded/tested
Presentation uploaded/tested  Webinar recording verified and uploaded
Webinar recording verified and uploaded
 Evaluation metrics defined  Webinar recording tested  Email with webinar archive link created and ready to go out
 Topic, title, and overall content direction decided  Polling tested  Q&A results downloaded and shared with sales team
Content
 Presentation created  Q&A tested  Webinar evaluation shared with presenter and sales
 Polling Questions prepared   PDF of presentation created
C
 Q&A initial questions prepared
Q&A initial questions prepared  
  
  
  
 Target attendee list prepared  Email reminders sent  Target list prepared
 Landing pages created  Reminder calls made (if applicable)  Email with webinar archive link sent out
 Email invitations created and ready to be sent out   Website updated with webinar archive/link
ience
 Website updated with Webinar information   Blog post updated with webinar archive link
Audi
 Blog/Tweeter feed ready to be updated with webinar info   Tweet with webinar link sent
  
  
 Presenter selected  Login instructions sent to presenter(s)  Webinar registrations and attendees report generated
 Presentation rehearsed  Q&A shared w/ presenter(s)  Email with webinar archive link sent out
 Link to webinar archive shared with sales team
ogistics
 Greeting script ready  Conf call number tested (if applicable)
 Webinar date and details shared with sales team  

Lo
 Webinar setup done on webinar platform 
  
  
Webinar Planning and Workflow Checklist – Free for you to use, modify, and distribute with attribution – Aprix Solutions – www.aprixsolutions.com