Virtual Rules of Zoom Engagement

What You Need to Know

Falling asleep on camera is bad.
Taking colleagues along as you walk the dog is just as bad.
Participating from the family dinner table can make you a legend, in the wrong way.

A while ago, I participated in a mastermind group with a number of speaker, trainer, coach colleagues. We would meet once a month on Zoom and alternate who would lead the meeting. We had an agenda, discussed action steps, the whole shebang.

One of the members of the group never seemed to be engaged in the conversation. She rarely participated unless it was her turn to speak. She always seemed busy doing, well, busy work. A few times she took us all on a virtual field trip to walk her dog which lasted the entire time of our scheduled meeting.

There were a few other mishaps that followed, and she was finally asked to leave the group. We all knew her time with the group was coming to an end based on her behavior.

At this point in the virtual meeting game, I wish virtual rules of engagement and best practices were a given, but they are not. And virtual meetings will not be going away.

What Your Peers Are Reading

As my dad used to say, common sense is not all that common.

My friend Gail Goodman trains financial advisors, brokers, and field leaders in the areas of phone skills and prospecting (the best in the business by the way!). Gail made some great points in a recent newsletter about virtual meetings that inspired my thoughts below.

Here’s the bottom line!

What impression do you want to leave when you’re attending a virtual meeting?

Follow my lead below (and Gail’s!) and see if you’re truly leaving the impression you want!

1. Logistics

Remember the days that we used to send an email to confirm the date and time of a meeting, so we didn’t make the trip for nothing? Well, those days are over — for the most part. Now we rely on our calendar invites and other calendar management tools. It’s always a nice touch to do the heavy virtual lifting when scheduling a meeting.

Relevant Resources

This could include communicating with colleagues, prospects, and clients in their time zone (one of my favorite practices) and setting up the calendar invite and Zoom link, so they don’t have to. Of course, Calendly and other calendar management programs make this process much easier.

2. Attire

When working from home, it’s usually not expected that you dress as you might for a face-to-face meeting.

One of my friends and an active member of my networking group wears a Brooks Brothers suit and tie every day even though he’s been working from home. This is nothing new for him. He’s been working from home years before the pandemic and always prides himself by suiting up with a tie.

This may be an extreme case but it’s important to look neat, clean, and professional.

And good hygiene matters here. Admittedly, I will often wear a white tee shirt as it’s on-brand (you know, the boxing thing). But if I’m at (or leading) a remote networking event or meeting with a prospect or client, I’ll be wearing a pressed button-down shirt so I’m at least business casual from the waist up and the neck down.

3. Engaged

If you’re in a meeting and you’re multi-tasking, looking at another screen, shuffling unrelated paperwork, texting, playing a video game, and not asking questions, then you’re probably giving the impression that you’re not all that interested in the meeting.

Of course, this may not be the best time for the meeting if you’re preoccupied with other projects and deadlines. If you feel that someone doesn’t seem all that engaged in the discussion, then maybe recognize that they seem preoccupied and ask if it would be helpful to reschedule the meeting at a better time.

When someone is making eye contact, taking notes, and posting relevant comments in the chat, that’s an excellent sign!

4. Body Language

Another one of the members of my networking group is a psychiatrist. Since her job is all about listening to others, she demonstrates excellent body language showing that she’s engaged in the conversation whether it’s one on one or as part of a group.

Her behaviors include taking notes, leaning back in her chair, positive nods, laughing, and making comments as appropriate throughout. She is always present and totally engaged!

When I was leading a class at Rutgers University online, one of the students was upright in bed with a pillow under his head. He fell asleep during one class and of course, the students saw it.

I simply removed his image from the Zoom class, and he earned an absence for the day. He was embarrassed when he attended class the following week.