Step one: Think about whether the occasion suits a virtual meeting
For many business situations, such as a project team catch-up or discussions about a non-controversial subject, not having all the participants in the same place is not a problem. As long as you have an agenda (see below) and a clear idea of what you want to achieve, you should be able to move through most items painlessly.
Sometimes, however, meeting in person is much the better option. You may be better off with this route if, for example, you are:
Before deciding to conduct a virtual meeting, consider whether a virtual session could accomplish your purpose just as well as a face-to-face meeting. Once you’ve decided to conduct a virtual meeting, you need to identify which type of virtual environment will best help you accomplish your goals. Each meeting environment has pros and cons, so understand the tradeoffs involved in your choice.
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