How to setup and manage a conference call – Like a Pro

Estimated reading time: 2 mins

Want to make your conference calls work like a real meeting? Then I’ve got the formula, right here.

If you’re like me, you occasionally attend a conference call. I’ve dialled in some really good ones, and many really bad ones.

Conference calls need planning, facilitation, and rules to make them work:

Before the conference call:

  1. Just like a ‘normal’ meeting, a conference call works best when it starts with a pre-determined agenda. Here is a post I wrote about that:  What Makes a Good Meeting Agenda?
  2. Agree who will take the minutes of the conference call, and have a stand-in if this person does not attend – here’s how to do this: Minute-Taking, Made Easy
  3. Send out the conference facility details by email in plenty of time, with all the necessary details such as the conference call PIN
  4. If possible, provide details of local dial-in numbers if attendees are spread throughout the country or overseas
  5. Agree a stand-in conference leader, and make sure they have the leader PIN too. This is extremely important
  6. Send out the meeting ‘protocol’, which should include:
    • What to do if the leader does not attend, and how the stand-in leader will assume to initiate the conference call
    • What attendees should do if their connection is dropped
    • Whether attendees must declare their name when joining the conference
    • Whether attendees can dial in late to the call, and at point no attendees should join (you may not want to stipulate this)
    • Whether attendees should place themselves on mute if not talking
  7. The ‘inputs’ to the meeting should be sent out in plenty of time. I.e. documents, reports, etc.

During the conference call:

  1. The leader should allow enough time for all attendees to dial in, but set a time limit
  2. The leader should go through the attendee list to check off who has joined
  3. The leader should state who is taking the minutes to attendees
  4. The leader should run through the agenda briefly
  5. When talking, an attendee should announce themselves – it’s often difficult to know exactly who is talking if attendees are not familiar with each other
  6. If an attendee talks over another attendee, the leader should mediate. This is not always intentional, as speakers voices can sometimes be too quiet to hear
  7. The leader should summarize the decisions and actions and confirm when the minutes will be distributed

Here is a very funny video that shows how a real meeting would go if it worked like a conference call:


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This post is part 4 of 15 in the series Make Meetings Work
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About the author /

Simon is a creative and passionate business leader dedicated to having fun in the pursuit of high performance and personal development. He is co-founder of Applied Change, a Business Change consultancy based in the UK. Simon is also an Ambassador for Gloucestershire business. Simon is an Associate Member of the Chartered Institute of Professional Development.

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