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Lead Great Virtual Meetings: The Steps You Need to Succeed
Table of Contents

Chapter 1: The Virtual Meeting Revolution 13

• What is a Virtual Meeting?
• Over 100 Years of Virtual Meetings
• My Journey with the Virtual Meeting Model
• The Birth of The Six Principle Model
• What Makes an Effective Virtual Meeting Leader?
• Chapter 1 Key Points

Chapter 2: The Six Principle Model 19

• The Six Principles
• Principle #1: People Listen for Their Reasons, Not Yours
• Principle #2: People Support What They Help to Create
• Principle #3: Connection, Connection, Connection
• Principle #4: Surface the Wisdom of the Group
• Case Study
• Principle #5: Flex Your Flexibility Muscle
• Principle #6: What You Do is What You Get
• Additional Fundamentals You Need to Know
• Applying The Six Principle Model
• Chapter 2 Key Points

Chapter 3: Challenges Leading in an All Auditory Environment 37

• We’re Wired to Be Visual
• Generational Differences
• Monday Morning Blues: The Anatomy of a
• Poorly Led Conference Call
• Chapter 3 Key Points

Chapter 4: Technology Basics 45

• Pre-Meeting Technology Checklist
• Hiss, Pop, Buzz, Snore: Minimizing Annoying
• Distractions During Auditory Meetings
• Chapter 4 Key Points

Chapter 5: Best Practices that Work Across Multiple Delivery Platforms 53

• Twelve Guidelines to Follow on Every Virtual Meeting
• Chapter 5 Key Points

Chapter 6: Issues to Address Before Your Video-Based Virtual Meeting 63

• Different Platforms, Different Strategies
• Six Primary Methods for Delivering Content
• What Tools and Systems Will You Need?
• Tech Decisions You Must Address
• Logistics
• Content Decisions
• Fifteen Best Practices to Follow as You Plan Your Meeting
• Case Study: Using Polling to Ramp Up Interactivity
• Chapter 6 Key Points

Chapter 7: How to Create a High Impact Presentation 79

• Four Major Types of Virtual Meetings
• What’s the Purpose of Your Meeting?
• Are You a Deductive or Inductive Content Creator?
• Slide Construction 101: How to Engage Your Viewers
• Twenty Ways to Make Your Slide Deck More Engaging
• Chapter 7 Key Points

Chapter 8: Improve Your Delivery 103

• Interactive Video or Webinar?
• Start Strong and End Strong
• How Fast Do You Speak?
• Visual, Auditory, or Kinesthetic—How Is Your Brain Wired?
• Use Your Voice to Manage the Room
• Avoid the Following Words that Weaken Your Delivery
• Control Your Body Language
• Record Yourself
• Chapter 8 Key Points

Chapter 9: Meeting Day: Fifteen Common Mistakes to Avoid 115

• Common Mistake #1: Failure to Systematize How You Handle Logistics
• Common Mistake #2: Failure to Review Your Slide Deck the Evening Before and the Day of Your Meeting
• Common Mistake #3: Failure to Send Out “Guidelines for Participants”
• Common Mistake #4: Arriving Less Than 30 Minutes Before the Start Time
• Common Mistake #5: “Waiting for Organizer”
• Common Mistake #6: Not Attending to the Housekeeping First
• Common Mistake #7: Not Providing Your Supporting Materials Prior to the Meeting
• Common Mistake #8: Long Intros
• Common Mistake #9: Not Telling Them What You’re Going to Tell Them
• Common Mistake #10: The “Content Download”
• Common Mistake #11: Believing You Cannot Create Interactivity During Asynchronous Meetings and Classes
• Common Mistake #12: It’s All About Me!
• Common Mistake #13: Reading the Slides to Your Participants
• Common Mistake #14: Packing Too Much Content on a Single Slide
• Common Mistake #15: Not Ending on Time
• Chapter 9 Key Points

Chapter 10: Zoom Your Way to Success 129

• From the Boardroom to the Bedroom
• Why Video-Based Virtual Meetings Make Leaders So Uncomfortable
• The Basics
• Real or Virtual Background?
• How to Create a “Zoom Room”
• Thirty Seconds of Challenges
• Analyzing What Went Wrong
• How to Avoid “Zoom Fatigue”
• Four Real Estate Case Studies: How to Put Zoom to Work in Your Organization
• Case Study #1 Texas Realtors: How We Delivered Live CE Training to 500 Locations Simultaneously Using Zoom
• Case Study #2 The Wall Street Journal (WSJ): Zoom Town halls and Conventions
• Case Study #3 EXIT Realty: Leverage Your Zoom Meetings to Provide Better Service and Build Relationships
• Case Study #4 Fidelity National Title Agency: Connect and Have Fun
• Make Your Backgrounds Ultra-Personal
• Chapter 10 Key Points

Chapter 11: Leading in the Dark 155

• The Monologue Challenge: Building Engagement During Asynchronous Meetings
• Vary Your Visuals to Keep Participants Engaged
• Learning Management Systems (LMS)
• Case Study
• Avatar-Based-Platforms
• Chapter 11 Key Points

Chapter 12: Which Principles and Tools Will You Use as You Lead? 189

• Two Simple Steps to Take Before Your Next VirtualMeeting
• Stay Focused on Your Participants: Use “You,” Not “I” or “Me”
• Case Study: Twelve Real World Applications of The Six Principle Model
• Audio-Only Meetings
• Video Conferencing
• Where to Concentrate Your Focus
• How Will You Know When You Have Mastered The Six Principles?
• Chapter 12 Key Points

Acknowledgements 207

Appendix A: Guidelines for Participants 211

Appendix B: Guidelines for Creating a Talking Circle 213

• Talking Circle Guidelines for Your Participants
• Outcomes You Can Achieve Using the Talking Circle
• Using the Talking Circle as a Counseling Tool

Lead Great Virtual Meetings: The Steps You Need to Succeed
Table of Contents

Chapter 1: The Virtual Meeting Revolution 13

• What is a Virtual Meeting?
• Over 100 Years of Virtual Meetings
• My Journey with the Virtual Meeting Model
• The Birth of The Six Principle Model
• What Makes an Effective Virtual Meeting Leader?
• Chapter 1 Key Points

Chapter 2: The Six Principle Model 19

• The Six Principles
• Principle #1: People Listen for Their Reasons, Not Yours
• Principle #2: People Support What They Help to Create
• Principle #3: Connection, Connection, Connection
• Principle #4: Surface the Wisdom of the Group
• Case Study
• Principle #5: Flex Your Flexibility Muscle
• Principle #6: What You Do is What You Get
• Additional Fundamentals You Need to Know
• Applying The Six Principle Model
• Chapter 2 Key Points

Chapter 3: Challenges Leading in an All Auditory Environment 37

• We’re Wired to Be Visual
• Generational Differences
• Monday Morning Blues: The Anatomy of a
• Poorly Led Conference Call
• Chapter 3 Key Points

Chapter 4: Technology Basics 45

• Pre-Meeting Technology Checklist
• Hiss, Pop, Buzz, Snore: Minimizing Annoying
• Distractions During Auditory Meetings
• Chapter 4 Key Points

Chapter 5: Best Practices that Work Across Multiple Delivery Platforms 53

• Twelve Guidelines to Follow on Every Virtual Meeting
• Chapter 5 Key Points

Chapter 6: Issues to Address Before Your Video-Based Virtual Meeting 63

• Different Platforms, Different Strategies
• Six Primary Methods for Delivering Content
• What Tools and Systems Will You Need?
• Tech Decisions You Must Address
• Logistics
• Content Decisions
• Fifteen Best Practices to Follow as You Plan Your Meeting
• Case Study: Using Polling to Ramp Up Interactivity
• Chapter 6 Key Points

Chapter 7: How to Create a High Impact Presentation 79

• Four Major Types of Virtual Meetings
• What’s the Purpose of Your Meeting?
• Are You a Deductive or Inductive Content Creator?
• Slide Construction 101: How to Engage Your Viewers
• Twenty Ways to Make Your Slide Deck More Engaging
• Chapter 7 Key Points

Chapter 8: Improve Your Delivery 103

• Interactive Video or Webinar?
• Start Strong and End Strong
• How Fast Do You Speak?
• Visual, Auditory, or Kinesthetic—How Is Your Brain Wired?
• Use Your Voice to Manage the Room
• Avoid the Following Words that Weaken Your Delivery
• Control Your Body Language
• Record Yourself
• Chapter 8 Key Points

Chapter 9: Meeting Day: Fifteen Common Mistakes to Avoid 115

• Common Mistake #1: Failure to Systematize How You Handle Logistics
• Common Mistake #2: Failure to Review Your Slide Deck the Evening Before and the Day of Your Meeting
• Common Mistake #3: Failure to Send Out “Guidelines for Participants”
• Common Mistake #4: Arriving Less Than 30 Minutes Before the Start Time
• Common Mistake #5: “Waiting for Organizer”
• Common Mistake #6: Not Attending to the Housekeeping First
• Common Mistake #7: Not Providing Your Supporting Materials Prior to the Meeting
• Common Mistake #8: Long Intros
• Common Mistake #9: Not Telling Them What You’re Going to Tell Them
• Common Mistake #10: The “Content Download”
• Common Mistake #11: Believing You Cannot Create Interactivity During Asynchronous Meetings and Classes
• Common Mistake #12: It’s All About Me!
• Common Mistake #13: Reading the Slides to Your Participants
• Common Mistake #14: Packing Too Much Content on a Single Slide
• Common Mistake #15: Not Ending on Time
• Chapter 9 Key Points

Chapter 10: Zoom Your Way to Success 129

• From the Boardroom to the Bedroom
• Why Video-Based Virtual Meetings Make Leaders So Uncomfortable
• The Basics
• Real or Virtual Background?
• How to Create a “Zoom Room”
• Thirty Seconds of Challenges
• Analyzing What Went Wrong
• How to Avoid “Zoom Fatigue”
• Four Real Estate Case Studies: How to Put Zoom to Work in Your Organization
• Case Study #1 Texas Realtors: How We Delivered Live CE Training to 500 Locations Simultaneously Using Zoom
• Case Study #2 The Wall Street Journal (WSJ): Zoom Town halls and Conventions
• Case Study #3 EXIT Realty: Leverage Your Zoom Meetings to Provide Better Service and Build Relationships
• Case Study #4 Fidelity National Title Agency: Connect and Have Fun
• Make Your Backgrounds Ultra-Personal
• Chapter 10 Key Points

Chapter 11: Leading in the Dark 155

• The Monologue Challenge: Building Engagement During Asynchronous Meetings
• Vary Your Visuals to Keep Participants Engaged
• Learning Management Systems (LMS)
• Case Study
• Avatar-Based-Platforms
• Chapter 11 Key Points

Chapter 12: Which Principles and Tools Will You Use as You Lead? 189

• Two Simple Steps to Take Before Your Next VirtualMeeting
• Stay Focused on Your Participants: Use “You,” Not “I” or “Me”
• Case Study: Twelve Real World Applications of The Six Principle Model
• Audio-Only Meetings
• Video Conferencing
• Where to Concentrate Your Focus
• How Will You Know When You Have Mastered The Six Principles?
• Chapter 12 Key Points

Acknowledgements 207

Appendix A: Guidelines for Participants 211

Appendix B: Guidelines for Creating a Talking Circle 213

• Talking Circle Guidelines for Your Participants
• Outcomes You Can Achieve Using the Talking Circle
• Using the Talking Circle as a Counseling Tool