Any meeting vet knows that running a smooth virtual governance meeting requires more than just launching a webinar link — it requires a synchronized team and strategy. That’s why at GetQuorum, we always recommend holding a pre-meeting before you’re ready to go live.

Why Hold a Pre-Meeting?

Pre-Meetings establish alignment among the Board, the Chair, and the Moderator regarding meeting flow and responsibilities before you go live. They allow your meeting team to finalize details, iron out technical difficulties, and address outstanding questions in advance to ensure your meeting runs smoothly.

Sample Pre-Meeting Checklist

Below is a sample pre-meeting checklist for GetQuorum fully hosted Virtual Meetings.  During the pre-meeting, the Moderator reviews specific procedural and technical details, including:

  • Roles: Identification of the Chair and review of Moderator vs. Chair responsibilities.
  • Proxies: Default proxy holder attendance, arrears, additional paper proxies, and general proxy procedures.
  • Voting: Scrutineers, results scrutiny, live voting methods, elections, and specific motions.
  • Logistics: Attendance, recording details, and overall meeting flow.
  • Technical: Participant types, Zoom controls, and Q&A management.

Useful Tip: Every meeting is unique. That’s why even if you’ve held dozens of meetings, we highly recommend holding a Pre-Meeting every time to ensure all parties are prepared for any last-minute details or changes.

Have Questions? Our Knowledge Hub Has All The Answers!

GetQuorum customers can now check out the GetQuorum Knowledge Hub to get access guides, FAQs, and more a number of useful resources to help you at every step of your campaign.

Ready to Make Your Next Meeting a Success?

Contact our team today to learn more about our full-service meeting and voting solutions for your upcoming meeting.