Meeting Room Etiquette & Tech Checklist

Run smoother client sessions with a quick etiquette guide and a five‑minute tech checklist before you hit ‘Join’.

Etiquette essentials

• Arrive 10–15 minutes early and set expectations for outcomes and timing.
• Keep devices on silent; use private booths for side conversations or calls.
• Share the agenda on a screen; capture actions in real time.

Five‑minute tech check

• Connect to Wi‑Fi and test screen share.
• Check audio input/output and camera framing.
• Load slides and documents; have offline backups.
• Confirm room layout and HDMI/USB‑C options.

Hybrid etiquette (in‑room + remote)

• Nominate one device to share the screen; avoid ‘dual audio’ feedback by keeping other laptops on mute with volume down.
• Start with names and roles so remote attendees aren’t guessing who’s in the room.
• Face the camera when speaking; in‑room side chats go to a private booth.
• Use ‘raise hand’ in your platform to avoid cross‑talk; the in‑room host keeps an eye on the queue.
• Summarise decisions every 20–30 minutes so remote colleagues stay on the same page.

After the meeting

Send notes within 24 hours and book the follow‑up while buy‑in is high.

• Book your slot in advance for critical client days.
• Save this checklist in your meeting template so it’s one click away.
• Bring an adapter, or leave one in your bag to avoid last‑minute scrambles.

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