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Virtual Events5 min read

Virtual Event Planning Basics

Virtual events have their own planning requirements that differ from in-person gatherings. The fundamentals are the same — clear goals, organized logistics, good communication — but the execution looks different. Here's where to start.

Define the Event Format First

  • —Is this a presentation, a conversation, a celebration, or a combination?
  • —The format determines platform, schedule structure, and participant experience.
  • —A webinar with 200 attendees needs a very different setup than a virtual birthday with 15 friends.
  • —Define the format before selecting any platform or tool.

Choose the Right Platform

  • —Match the platform to the event size and format.
  • —Small gatherings (under 25): Zoom, Google Meet, FaceTime.
  • —Medium events (25–100): Zoom Webinar, Microsoft Teams.
  • —Large virtual events (100+): Zoom Webinar, Hopin, Crowdcast.
  • —Test the platform before the event — don't assume it will work.

Build a Run-of-Show

  • —A run-of-show is a minute-by-minute schedule for the event.
  • —Include: welcome/opening, main content or activity, breaks (if needed), Q&A or interaction time, closing.
  • —Share the run-of-show with anyone presenting or helping manage the event.
  • —Build in 5–10 minutes of buffer for technical delays at the start.

Prepare a Technical Checklist

  • —Test audio and video at least 24 hours before the event.
  • —Confirm internet connection stability.
  • —Prepare a backup plan if the primary platform fails.
  • —Have a contact list ready for presenters or key participants.
  • —Know how to troubleshoot common issues: audio echo, video freeze, login problems.

Plan the Participant Experience

  • —Send clear instructions to participants well in advance.
  • —Include: platform link, login instructions, what to expect, what to prepare.
  • —For longer events, communicate the schedule so participants know what's coming.
  • —Consider how you'll handle Q&A, interaction, or breakout discussions.
  • —Follow up after the event with a summary or recording (if applicable).

Virtual events work well when they're planned with the same care as in-person gatherings. If you're planning an online event and want help building the structure, a consultation can help you get organized quickly.