The document outlines the key activities that should be completed before, during, and after a webinar. It lists tasks such as defining goals and evaluation metrics, creating presentation materials, registering attendees, sending reminders, testing technology, conducting the webinar, and following up with recordings and feedback. The checklist helps ensure all necessary steps are addressed to plan, promote, deliver, and follow up on a successful webinar.
1. Pre‐Webinar Activities Post‐Webinar Activities
Webinar Day
Goals for the webinar clear and documented
Goals for the webinar clear and documented Presentation uploaded/tested
Presentation uploaded/tested Webinar recording verified and uploaded
Webinar recording verified and uploaded
Evaluation metrics defined Webinar recording tested Email with webinar archive link created and ready to go out
Topic, title, and overall content direction decided Polling tested Q&A results downloaded and shared with sales team
Content
Presentation created Q&A tested Webinar evaluation shared with presenter and sales
Polling Questions prepared PDF of presentation created
C
Q&A initial questions prepared
Q&A initial questions prepared
Target attendee list prepared Email reminders sent Target list prepared
Landing pages created Reminder calls made (if applicable) Email with webinar archive link sent out
Email invitations created and ready to be sent out Website updated with webinar archive/link
ience
Website updated with Webinar information Blog post updated with webinar archive link
Audi
Blog/Tweeter feed ready to be updated with webinar info Tweet with webinar link sent
Presenter selected Login instructions sent to presenter(s) Webinar registrations and attendees report generated
Presentation rehearsed Q&A shared w/ presenter(s) Email with webinar archive link sent out
Link to webinar archive shared with sales team
ogistics
Greeting script ready Conf call number tested (if applicable)
Webinar date and details shared with sales team
Lo
Webinar setup done on webinar platform
Webinar Planning and Workflow Checklist – Free for you to use, modify, and distribute with attribution – Aprix Solutions – www.aprixsolutions.com