Pre-Event Panelist Checklist
As Webinar Host or Co-Host, have this page available to review with your Panelists during the practice session, up to 60 minutes before pressing "Start Webinar", allowing attendees to join.
Host Checklist before pressing "Start Webinar"
As the Webinar Host, review these additional settings if you wish to adjust them before you press "Start Webinar" (or "Broadcast" if using an older Zoom client):
- Disable "Chat" feature for Attendees (Recommended). Click the Chat icon in the toolbar, then press the menu button (...) and select Attendees Can Chat With: No One.
- Disable "Raise Hands" features for Attendees (Recommended). Click the Participants icon in the toolbar, then press the menu button (...) and uncheck Allow Attendees to: Raise Hands, if you will not be utilizing this feature.
- Set video layout for Attendees. From the same Participants menu options (...), select the appropriate video layout view for Attendees of either Follow host view mode (default), Active Speaker View, or Gallery View.
- If there is one primary presenter, the host can click the (...) icon over the Panelist's video and select Spotlight Video which will keep that particular Panelist as visible even when others are talking. This is ideal for the Active Speaker View so essentially it leaves the one individual present until that spotlight is turned off.
- Enable Share Screen for your Panelists. Just like a Zoom Meeting, Share Screen is limited to only the Host. From the Share Screen button, click the ^ (carot/arrow) to display the Advanced Sharing Options menu. We recommend setting both options to All Participants, allowing for your other Panelists to share screens, or more seamlessly transition from sharing the screen of one panelist to another. This can be helpful for those with presentations, or if you have a technical lead on your team "running slides" that is not the Host.
- Rename Panelists. In some cases, Panelists may represent a department/area, wish to include their pronouns, or prefer to only have their first name listed. From the list of Panelists, hoover over their name and select the More > button, then select Rename. A dialog box will appear in the center of the screen to update their name if necessary.
- For any individuals assisting with moderating the Q&A questions, consider renaming to "Q&A Moderator" with your initials at the end (ex: "Q&A Moderator JS"), this retains some anonymity so attendees won't necessarily email the individual afterward, and with the initials keeps some awareness if there are multiple individuals assisting to answer Q&A.
- Enable Captioning or Assign Closed-Captioning. The following steps can only be completed by the Host (not available to Co-Hosts).
- Enable Auto-Transcription. From the Zoom toolbar menu, click Live Transcript then select the Enable Auto-Transcript button. This will enable the feature for automatic transcription/captioning for attendees to choose to enable.
- Assign a captioner to type. If you have coordinated with ACSCaptions for a live captioner to be present during your event (or another individual), click Live Transcript from the Zoom toolbar menu, then select Assign a participant to type. Your captioner must be a Panelist. From the Participants list, click on the "..." next to their name, to select More, then choose "Assign closed captions". A small CC box will appear next to their name.
Just before pressing "Start Webinar", share your screen so your introduction slide will be visible for all attendees as they arrive.
Finally, before you broadcast, have your Housekeeping slides open and in the Presentation view. Select Screen Share to share your screen, and have the welcome slide visible. Request Panelists Mute themselves before you press the Broadcast button to begin letting attendees in (typically 5 minutes prior to the event). Mute your audio as well.
At the minute the event is scheduled to begin, Unmute to welcome the attendees and quickly review the Webinar features available to them as detailed in your Housekeeping slides. From there, you can turn it over to the moderator and panelists to lead their exciting webinar event!
- No video displayed? Ask them to click the caret (^) next to the Start Video to Select a Camera.
- Is the video laggy? This may be resolved after reviewing the Network Connectivity Check items below.
Suggest to all Panelists that if they experience video issues, that they press Stop Video when not actively presenting/speaking.
Quick prompt for Panelists: "What's your favorite restaurant and why?"
Asking Panelists to speak for a moment will allow assessing their audio quality, their volume is set comfortably, and there's no background noise. This also confirms they are familiar with Mute/Unmute function.
- Is their volume is low? Ask them to click the caret (^) next to the Mute/Unmute button, and select Test Speaker & Microphone.... This will briefly guide them through a test to hear and play back audio. If their volume is still low, suggest they adjust their wired headset (if they have one), or speak louder/toward their microphone.
- Is there background noise? Ask if they have any control to adjust/limit background noise (ex: close a window, turn off a fan, put a pet in another room, etc). If not, suggest they Mute/Unmute only as they need to speak, and if they forget, the Host/Moderator may temporarily mute them, which will display a note on their screen.
If any Panelist intends to share a presentation, website, etc, have them confirm they have the proper ability to do so and are familiar.
- Host permission required to share screen. If they indicate they do not have the rights, the Webinar Host will correct the share screen settings to permit them to do so.
- Will the Panelist be sharing video playback or computer audio? If so, suggest they press the checkboxes for Share computer sound and Optimize Share Sceen for Video Clip. If they later share a powerpoint, remind them to uncheck these settings (as it may result in blurry text).
Ask Panelists to locate the Chat icon in the Zoom Toolbar (when sharing screens, this toolbar will be at the top of the screen). This can be used for a variety of scenarios, including:
- Chat with All Panelists. Gentle reminders to Mute/Unmute microphone or video, without interrupting individuals speaking.
- Chat with individual Panelists (selecting their name). Any one-on-one questions or dialog, such as "I can answer this question" or even giving kudos to a fellow panelist after their section concludes.
- Chat with All Panelists and Attendees: A useful way to share website links during a presentation. Alternately, a quick way to identify a technical hiccup as the Host may intterupt to help diagnose and resolve an issue (ex: a speaker's share screen rights were skipped by mistake and needed to be enabled).
Network Connectivity Check
Of all steps to verify, this is the most important!
Make sure each Panelist is not connected via GlobalProtect (VPN). Loyola Secure Access solution for a Virtual Private Network (VPN) is GlobalProtect. While an excellent avenue to connect to your Remote Desktop computer, or on-campus only resources like Lawson, DocFinity, and so forth, this is critical to disable/disconnect before joining a Zoom Meeting or Webinar. If they are connected, they can "Disconnect", and it should not drop them from the practice session. With GlobalProtect connected and on, it will reduce the individual's bandwidth capabilities, limiting their network connectivity experience, and can result in laggy video/screenshare, or audio glitches/delay.
If joining using a Laptop or Tablet, ask the Panelist to confirm the power cord is securely seated and plugged in. A system tray icon will show it's plugged in/charging, as opposed to just a battery icon.
If connecting via wireless, ask the Panelist to confirm:
- Any other devices in their home are not on the network or utilizing a lot of bandwidth (such as someone streaming Netflix or a video game in another room, etc).
- They are relatively close to their wireless router, and there are not several walls/rooms away from it. The further away they are from the wireless router, it is possible there may be lower bandwidth. As available, consider moving to another room closer to your wireless router.
If connecting via a cellular internet hotspot (not recommended):
- Suggest the panelist ensure no other devices are connected to it (ex: Smartphone, Tablet, etc).
- Suggest the hotspot is in close proximity (~4-5ft) and also near a window for best visibility and signal strength to the related cellular network.
- Be aware that cellular experience can change based on how many other neighbors are on the same cellular network.
Connecting via a hardwired, ethernet connection, is optimal/recommended.
Close CPU-intensive applications or ones that may get background updates. To help ensure a good experience per Panelist, close any software applications you won't be using during the Webinar, such as Adobe CC products, Instant Messaging/MS Teams, and so forth. If the Panelist uses OneDrive, Google Drive or Dropbox, or other applications that remain open in the System Tray to continually check and download for document updates, right-click and exit from those in the System Tray.
*OK to have open: MS Office (PowerPoint, Word, Excel), Web Browser, or Outlook/email to keep open/up. It's recommended to disable any notification sounds/desktop icons to avoid sounds or notices during sharing screen or via audio.
It's few and far between when hiccups can occur due to your own local network connection. If your colleagues indicate your video is frozen or audio is laggy, try:
- Disabling your Virtual Background (if you are using it). Next to "Stop Video", click the arrow button, select Choose Virtual Background, then select None. Then close the Settings window.
- Disabling your video temporarily and when not talking. If you are actively presenting, press "Stop Video" so you are sending less bandwidth. If the issue occurs again later, consider keeping your video off during the presentation.
- Closeout of any other applications you aren't using. Verify you don't have any applications open taking up a lot of bandwidth. A browser with numerous tabs can take up a lot of bandwidth. Consider closing all tabs and only having your email open, and PowerPoint (if you're presenting).
- If you freeze, use the same link in your email to rejoin the webinar. If you continue to experience issues, look to the Invitation Email to rejoin, or consider joining via the iPhone one-tap or Telephone numbers. You may also consider joining from the Zoom App if you have an iPhone or Android device (iPad or Smartphone) as well.