AI Skill Report Card

Organizing Webinar Operations

B+78·Feb 13, 2026·Source: Extension-page

Webinar Operations SOP

15 / 15

Create a webinar operations checklist that covers all phases from initial planning through post-event follow-up:

WEBINAR OPERATIONS CHECKLIST

Pre-Planning (2-3 weeks before):
□ Define webinar topic and objectives
□ Set date, time, and duration
□ Create registration page
□ Prepare promotional materials

Setup (1 week before):
□ Configure platform (Zoom/other)
□ Test all technical components
□ Upload presentations/materials
□ Send reminder emails

Day-of:
□ Technical sound check (30 min prior)
□ Welcome attendees
□ Record session
□ Monitor chat/Q&A

Post-Event (within 24 hours):
□ Send thank you email with recording
□ Distribute survey
□ Update contact lists
□ Create follow-up content
Recommendation
Condense the workflow section - it's quite lengthy and could be more concise while maintaining the same value
14 / 15

Phase 1: Webinar Planning

  1. Topic Selection: Align with business goals and audience needs
  2. Date/Time: Consider time zones and target audience availability
  3. Duration: Plan 45-60 minutes (30 min content + 15 min Q&A)
  4. Speakers: Confirm availability and prepare speaker briefs

Phase 2: Technical Setup

Platform Configuration:

  • Create Zoom meeting/webinar with registration
  • Enable recording and chat features
  • Set up waiting room and security settings
  • Configure registration fields (name, email, company, role)

Alternative Platform Setup:

  • Use Eventbrite for registration if using Zoom Meeting format
  • Link registration data to email marketing platform
  • Set up automated confirmation emails

Phase 3: Promotion Strategy

Website Integration:

  • Create dedicated landing page
  • Add to events calendar
  • Include registration CTA on relevant blog posts

Email Marketing:

Week 3: Save the date announcement
Week 2: Detailed invitation with agenda
Week 1: Final reminder with prep materials
Day of: Day-of logistics and access info

Social Media:

  • LinkedIn posts targeting business audience
  • Twitter thread with key takeaways preview
  • Instagram stories for broader reach
  • Consider paid promotion for wider reach

Phase 4: Follow-Up Process

Progress:

  • Export attendee list within 24 hours
  • Send thank you email with recording link
  • Distribute post-webinar survey
  • Create and publish follow-up blog post
  • Share key clips on social media
  • Update website with replay information
  • Add qualified leads to sales pipeline
Recommendation
Add more concrete input/output examples showing different webinar scenarios (B2B vs B2C, different industries, varying audience sizes)
17 / 20

Example 1: Registration Email Sequence Input: Webinar on "Digital Marketing Trends 2024" scheduled for March 15 Output:

Subject: You're registered! Digital Marketing Trends 2024 - March 15

Hi [Name],

Thanks for registering for our webinar "Digital Marketing Trends 2024" on March 15 at 2 PM EST.

What to expect:
• Latest trends reshaping digital marketing
• Actionable strategies you can implement immediately
• Live Q&A with industry experts

Access Details:
Join URL: [link]
Meeting ID: [ID]
Phone: [number]

Add to calendar: [calendar link]

See you there!

Example 2: Post-Webinar Follow-Up Input: 150 attendees, 87% completion rate Output:

Subject: Thank you + Your Digital Marketing Trends recording

Hi [Name],

Thank you for joining our Digital Marketing Trends webinar yesterday!

Here's what you requested:
🎥 Full recording: [link]
📊 Slide deck: [link]
📋 Resource checklist: [link]

Quick favor: Help us improve by taking this 2-minute survey [link]

Questions? Reply to this email - I read every response.

Best regards,
[Name]

P.S. Mark your calendar for our next webinar on April 12: "Content Marketing That Converts"
Recommendation
Include specific metrics and KPIs to track success rather than just mentioning 'track metrics' in passing

Technical:

  • Test all systems 24 hours before and 30 minutes before
  • Have a backup moderator ready
  • Use professional lighting and audio equipment
  • Keep presentations visual and engaging (max 5 bullet points per slide)

Engagement:

  • Start with a poll to activate attendees
  • Address people by name when answering questions
  • Share screen efficiently - practice transitions
  • Leave 25-30% of time for Q&A

Follow-Up:

  • Send follow-up within 24 hours while content is fresh
  • Segment attendees vs. non-attendees for different messaging
  • Include clear next steps (book a call, download resource, etc.)
  • Track metrics: registration rate, attendance rate, engagement, conversions
  • Over-promoting: Don't send more than 4 promotional emails
  • Poor audio: Invest in quality microphones - audio issues lose audiences fast
  • No backup plan: Always have contingency plans for technical failures
  • Forgetting mobile users: Test registration and viewing on mobile devices
  • Weak CTAs: Every webinar needs a clear next step for attendees
  • Ignoring time zones: Consider your audience's location when scheduling
  • Reading slides: Webinars should be conversational, not presentations
  • No practice run: Always do a full tech rehearsal with all speakers
0
Grade B+AI Skill Framework
Scorecard
Criteria Breakdown
Quick Start
15/15
Workflow
14/15
Examples
17/20
Completeness
15/20
Format
15/15
Conciseness
12/15