Webex Meetings: Best Practices for Hosting and Attending a Webex

This document highlights the best practices for hosting, moderating, attending, and presenting during a Webex Meeting.
All Participants
  • Connect via Ethernet over WiFi
  • Limit connection via VPN
  • Use headphones
Host
  • Operational
    • Assign an alternate host
    • Join your hosted meeting early (5-15 minutes) to setup any settings exclusive to the meeting session
    • Allow participants to join the meeting 5-15 minutes for audio and video setup
    • Create a custom document greeting attendees and sharing meeting expectations / agenda (PowerPoint slide / Word document)
    • Create a template for regular occurring meetings to make scheduling easy
    • Ask your audience if it's okay to record the meeting if recording is desired
  • Settings
    • Mute attendees on entry and turn off entry and exit tones
    • Depending on the meeting requirements, limit the available participant features such as chat, annotation, participant list, and audio
    • Lock meeting to provide additional security once all known participants have joined
Presenter
  • Operational
    • Open any applications you want to share before the meetings starts
    • When possible, share an application instead of sharing an entire screen
    • Close any open content / applications that should not be seen by attendees
    • Try not to cover a shared application or web browser with another window on your computer's screen. A crosshatched pattern appears in participant sharing windows where the other window is covering the shared application or browser
  • Settings
    • As the presenter, use the page controls at the top of the tap you are sharing to move forward and backward through a document. You can also set a specific time interval before a document automatically advances by going to the "View" menu and selecting "Automatically Advance Pages"
    • If you want to share Microsoft PowerPoint slides with animations and/or transitions, use application sharing or screen sharing and select "Optimize for motion and video"
    • If you want to share a document, such as Microsoft Word or Excel documents, use application sharing or screen sharing and select "Optimize for text and images" (this should be set by default)
Attendees
  • Mute yourself when joining and limit video usage unless necessary
  • Be mindful of what is included in your video if it's being shared
  • Be mindful of background noise that your microphone may pick-up
  • Be aware of whether the meeting is being recorded
Window Layout

Webex Meetings Window Layout