Webinar checklist: plan every detail in the right order
A webinar depends on more than a meeting link. You need a finished programme, confirmed speakers, a registration process, technical checks and a clear run-up for attendees. Start with the content and registration page, then collect speaker and accessibility details before testing the platform. In the final week, focus on presentations, reminders, rehearsal, equipment and backup options so the live session does not depend on one laptop, microphone or internet connection.
The plan, step by step
Every task with its own sub-checklist, in the order you'll actually need them.
Preparations
Finalize the program
2 people
Invite speakers
Create registration form
Publish the privacy notice
Create webinar
Publish the registration page
Send invitations
2 people
Process registrations
Collect dietary requirements
Collect speaker information
Check presentations
2 people
Send technical instructions
Send confirmations
Hold technical rehearsal
4 people
Collect questions in advance
Send reminder
Do the shopping
Charge equipment
Set up the space
2 people
Set up backups
Event
Test webinar software
3 people
Set up the camera and lighting
2 people
Check the microphones
2 people
Set up presentations
Welcome speakers
2 people
Brief speakers briefly
2 people
Set up catering
2 people
Admit participants
2 people
Open webinar
Guide speakers
2 people
Moderate chat
2 people
Oversee the recording
Resolve technical issues
Announce breaks
Refill drinks
Serve snacks
2 people
Moderate the Q&A
2 people
Close webinar
Log out participants
Aftercare
Store recording safely
Switch off equipment
2 people
Back up recording
Share recording and materials
Send thank-you email
Answer outstanding questions
2 people
Wash dishes
Clean the room
2 people
Store materials
2 people
What to bring
Grouped the way you'd shop for it, with quantities.
Furniture
- Work tablesqty 3
- Office chairsqty 8
- Side tablesqty 2
Equipment
- Laptopsqty 4
- Webcamsqty 3
- USB microphonesqty 4
- Headsetsqty 6
- Speaker
- Monitorsqty 3
- HDMI adaptersqty 4
- USB hubsqty 4
- External Hard Drive
- Ethernet cablesqty 4
- Extension cordsqty 4
- Power stripsqty 4
- Charging cablesqty 8
- Spare batteriesqty 12
Lighting
- LED panelsqty 3
- Lamp standsqty 3
Kitchen
- Coffee maker
- Kettle
- Coolersqty 2
- Coffee filters
- Thermos flasksqty 3
- Water jugsqty 3
Tableware
- Mugsqty 12
- Glassesqty 12
- Platesqty 12
- Cutlery setsqty 12
- Serving boardsqty 3
- Small bowlsqty 6
Cleaning
- Waste binsqty 3
- Cleaning clothsqty 6
Catering
- Groceries
Tips
- Finish the programme and invite speakers before opening registration. Aim to have speaker confirmations, session titles and presentation requirements ready at least 3 weeks before the webinar.
- Build the registration flow before sending invitations. Include the privacy notice, dietary requirements if refreshments are provided, and a question field so you can collect questions in advance.
- Send technical instructions with the confirmation email, then send a reminder 24 hours before the webinar. Include the joining link, start time, microphone and camera guidance, and a contact method for problems.
- Hold a technical rehearsal with every speaker at least 2β3 days beforehand. Test the webinar software, presentations, webcams, USB microphones, headsets, lighting and screen sharing from the same setup you will use live.
- Prepare the room and backups on the day. Charge laptops and other equipment, connect Ethernet where possible, keep spare batteries and charging cables ready, and store a copy of the presentations on an external hard drive.
Frequently asked questions
- How early should I start planning a webinar?
- Start at least 4β6 weeks before the broadcast. Use the first 1β2 weeks to finalize the programme, invite speakers and create registration, leaving the final week for reminders, technical checks and rehearsal.
- When should I send webinar invitations?
- Send the first invitations as soon as the registration page and privacy notice are published, ideally 3β4 weeks before the event. Send a confirmation immediately after registration and a final reminder about 24 hours before the start.
- How long before a webinar should the technical rehearsal be?
- Hold the rehearsal 2β3 days before the webinar, with all speakers present. Repeat the key checks 30β60 minutes before going live, including microphones, cameras, presentations, lighting and the backup connection.
- What equipment do I need for a webinar?
- Plan for one laptop per active presenter, a webcam, a USB microphone or headset, monitors, HDMI adapters or a USB hub, Ethernet cables, extension cords and power strips. Keep an external hard drive with the presentations and spare batteries or charging cables available.
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