Planning & Executing Successful Virtual Events

Developing and profiting from virtual events

Successful virtual events that delight attendees and make money won’t be achieved by simply moving your in-person event format and agenda online. With the vertiginous risk of attendees leaving your event with just one click, or becoming distracted by other priorities, it is critical to plan well and execute flawlessly.

Join our training to learn or refresh on how to plan and create successful virtual events, how to ensure interactive and engaging sessions and, for those who aren’t tied to one particular technology, which platform is right for you.

3 Minutes with Virtual & Hybrid Events Trainer Claire Poole

Top 5 Takeaways

  1. Acknowledge that virtual events aren’t the same as a live events, but you can unlock genuine, in some ways greater value for your attendees and sponsors through content, networking and engagement
  2. A strong moderator is CRUCIAL for a virtual event in ways you never had to worry about for a live event, they set the tone for the whole session
  3. Yes you can enable strong networking opportunities virtually, by understanding of your audience, planning and preparation
  4. Practice makes perfect, and for virtual events practice and preparation is everything. Dry runs with literally everything; the technology, formats, speakers, staff, timing, interactive elements, networking…
  5. It’s not just you — everybody’s no1 fear and concern is something going wrong with technology on the day. Knowing what issues you may encounter and planning contingencies reduces stress tenfold


Segment 1: Planning: How To Create Successful Virtual Events

  • Strategy/content (incredibly different for all, but highlighting how content and format fit together, having objectives for the session etc)
  • Format – single or multiple presentations, interview-style, moderated panel discussion, interactive with audience, product demonstration or a mixture
  • Timing – day/time
  • Length/duration – evidence of optimal duration for engagement
  • Selecting and supporting speakers and moderators (esp. those who haven’t participated in online events before)
  • Dry run with all those involved, to include:
    • Introduction to the technology/tool and features
    • Active equipment check
    • Agenda and format run through
    • Q&A
  • Virtual event etiquette – webcam set up, dress code, location/noise
  • Ensure content is optimised for mobile
  • Review what can go wrong, and create a contingency
  • Marketing – invitation process and frequency
  • Ensuring success via pre-event attendee communications
  • Sales – value propositions and revenue streams for online events

Segment 2: Execute Effective and Engaging Virtual Events

  • A guide to moderating effectively
  • Having a killer script
  • Preparing a solid intro/outro
  • Prepping questions for Q&A to avoid silence
  • Ensure your slides are on brand and engaging
  • Using different media formats optimally – polls, video, white board
  • Practice, practice, practice
  • Ensure someone has your back
  • Accept that things might go wrong
  • Post virtual event best practice and tracking results
  • A future outlook for virtual events

Segment 3: Which Platform Is Right For Your Virtual Event?*

  • How to consider your virtual event objectives as you look at platforms
  • Understand what virtual event platforms are available
  • Get the inside track on 10 popular virtual event platforms from Hopin to ON24**
  • Hear the capabilities and limitations of these platforms
  • Understand pricing models and hidden costs
  • Inspiring ideas to take your virtual events to the next level

* We do not receive commissions for highlighting any platforms mentioned.

**This is a starting place for you to consider which platform is best for you, your own due diligence is encouraged post-training

Course certification

All attendees who complete the course satisfactorily, will receive a certificate.

Who should attend?

This course is relevant for all event professionals who are looking to pivot their F2F events to being virtual or hybrid. The course works particularly well when run in-house for a team of event professionals.

Your trainer:

Claire Poole

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★ ★ ★ ★ ★

It’s such a great feeling when you come out of a training session genuinely feeling like you have just learnt loads of tips and info that you can put into practice straight away. Our trainer Claire was always on form, cheerful, a great listener and just happy to help. Can’t fault the training at all!

Assistant Events Manager
Legal Island

★ ★ ★ ★ ★

I just wanted to thank you for a very enjoyable and hugely useful course, which has given me much needed confidence to persuade employers that I have the ability to plan and execute virtual events. The content was superb but you also delivered it perfectly. It far exceeded expectations, and I am looking forward to applying these learnings in future roles.

Event Manager
HF Events Ltd

★ ★ ★ ★ ★

I thought the training was superb – the trainer Claire communicated clearly and gave the trainees plenty of opportunity to ask questions etc. I learnt a lot in a short space of time which I can now take forward and use to plan fantastic virtual events for our clients.

Event Manager
Viva Esprit

★ ★ ★ ★ ★

Even-though one has to sit in front of a monitor, the speakers made sure that they explained well and interacted with us. I liked the idea of testing us on the spot by working with other participants and individually on examples we’ve just learned.

Communications Officer
Medicines for Europe

★ ★ ★ ★ ★

I went on maternity leave in the middle of a global pandemic and have returned to work facing a very different world of event management. This course was excellent at demonstrating how to use my existing event management skills and adapting them to run virtual events. I now have the confidence to tackle virtual events and I am very grateful that this training was available to me – thank you!

Global Events Manager

★ ★ ★ ★ ★

The course was excellent – most useful was simply having such a large amount of research & information boiled down into a very digestible format according to key criteria and preferences of event organisers. I think it catered really well to everyone on the call while having specific enough takeaways for each person.

Event Director
Wilmington Healthcare

★ ★ ★ ★ ★

An excellent course, packed with practical, useful ideas expertly presented. I highly recommend it.

Chief Content Officer

★ ★ ★ ★ ★

I would highly recommend this course for anyone starting out or looking to refine their planning and execution of digital events. The trainer was extremely knowledgeable on the subject and provided a huge amount of insight and expertise. Very enjoyable and engaging.

Conference and Events Manager
Royal College of Nursing

★ ★ ★ ★ ★

Claire gave us a very thorough and lively virtual training on Running Successful Virtual Events. She is an amazing trainer who manages to engage her attendees and she happily shares her experiences and knowledge in virtual events.
Not only was this training useful, but also it was fun and enjoyable due to Claire’s personality! I’d gladly attend any other training she runs!

Event Professional

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