Virtual Session Planning Sheet
Success Factors
Notes
Session Goals/Objectives
Other Session Success Factors
Audience Planning
Notes
How many participants are you expecting to attend?
Will these attendees be calling in individually, in
small groups, or a combination?
How familiar are your attendees with the technology
platform joining the meeting and audio,
troubleshooting basic issues, using collaboration
tools and features such as mute, etc.?
Platform Planning
Notes
How will you use platform to share your documents,
applications, media files, etc. with your audience?
What do you need to be able to do in the platform
and on your device to share information and run any
activities?
What other tools will you need to run your session?
Other Roles
Notes
Based on the goals, objectives, session success
criteria and your audience factors, what support
role(s) (co-facilitator, tech troubleshooter, moderator,
timekeeper, scribe) do you need?
How will you educate your support resource(s) to
ensure expectations are understood?
Engagement Strategies
Notes
What questions, activities, and other interactions will
you use to engage participants?
How will you summarize each section of your
session to help participant recall?
Communications Planning
Communications Item
Audience
When (Prior, During,
After)
Communication
Method
Risk Planning
If ideas of items to include on your risk list, refer to your planning notes. What could prevent
audience engagement, focus, or session satisfaction? Use this table to help determine what
you should prevent or manage should the risk occur.
Risk
Mitigation Plan