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Telephone: 0845 200 6000
5th July 2008
Crosby Conferencing

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Conferencing Tips

Tips for a Successful Audio conference
  • Make the Conference Reservation

    Determine the date, start time and number of participants. Be aware of time zone differences. Then contact your Crosby client service representative to schedule the conference.

  • Notify the Participants

    Let all conference participants know the date, how they can access the conference, moderator's name, start and estimated end times, subject and agenda. Also, let participants know of any preparation needed prior to the audio conference.

  • Determine Equipment Needs

    If there are multiple participants in the same room at a site, high quality speakerphone equipment is recommended. Full-duplex equipment ensures clarity and avoids clipping of words when two or more people speak at once. Also, we recommend that you discourage the use of cordless or cellular phones, as these may cause static or other interference.

  • Provide Visual Supplements

    Providing slides, videotapes, and hard copy documents to participants in advance enhances any audio conference. Also be sure participants have the equipment (slide projector, VCR, etc.) necessary to use the material.

  • Set the Audio conference Goal

      1. Pinpoint the objectives you wish to accomplish for the meeting.
      2. Provide an agenda in advance
      3. Try to limit the agenda to three or four topics, and let the participants know how much time you intend to spend on each.

  • Develop an Outline

    Develop an outline or script for opening remarks, special announcements and closing remarks.

  • Pinpoint Meeting Objectives

    At the beginning of the meeting, identify what you would like to accomplish and then stick closely to the agenda.

  • Conference Moderator Tips

    As the moderator/host, there are several steps you can take to lead a successful audio conference...
      "Do Not Disturb"
      Make sure you lead the audio conference from an office or meeting room where you won't be disturbed.

  • Share Your Enthusiasm!

    Your voice accounts for 78% of your effectiveness on the telephone. Be sure to project your enthusiasm and interest from the moment you begin the audio conference.

  • Introduce Yourself

    Begin the teleconference by introducing yourself and your location, stating the objective of the teleconference, and giving instructions for audience involvement.

  • Set the Rules

    Remind everyone of the ground rules during an audio conference:
      1. State one's name before speaking
      2. Keep background noise to a minimum; use the mute button when not speaking
      3. Keep comments concise and focused on the topic

  • Keep It Interesting

    To hold everyone's interest, make frequent changes in speakers by calling on specific participants for their input or questions.

  • Keep It Simple

    Present the information clearly in an easy-to-understand manner. Remember this simple, 3-step rule:
      1. Review the agenda
      2. Conduct the meeting
      3. Summarize decisions and action items

  • Don't Be Afraid to Pause

    One of the most common complaints about teleconferencing is the fast pace of the presentation. Using pauses can lead to a more effective presentation.

    Be Direct

    "Please look at the next page and we'll discuss the diagram..." is more direct and effective than, "The next diagram we'll discuss is found on the following page..." Using active, direct language will stimulate and hold your audience's interest.

  • Q and A

    In general, effective presentations allow about one-third of the time for interaction with the audience. Let the participants know if and when you want interaction.

  • Name Names

    Call on people by name and location ("Mike in Manchester, what do you think...?") when asking questions or soliciting their reactions. With large audiences, call on groups of people by their site ("Let's hear from London on this one...") or company role ("How does the marketing department feel about that...?").

  • Be Democratic

    Take note of the people and sites that participate, and those from whom you haven't heard. Use this information to lead a balanced discussion.

  • Stay on Schedule

    Be respectful of everyone's time and try to end on schedule. Remember that not all discussions have to take place during the audio conference. You can agree to call someone after the conference for a more in-depth conversation.

  • Reach Closure

    When preparing to close, do the following:
    • Ask for summary statements
    • Recap action items
    • Thank everyone for their participation
    • Use a formal sign-off to end the conference
    • Review your conference
    • Obtain a recording of the conference and review it to make improvements in future audio conferences.


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