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PRACTICAL GUIDE

The Webinar Planning Guide

A practical framework for the complete webinar journey.

1. Make a useful promise

Describe the problem a participant will be better equipped to address after the session. Keep the promise narrow enough for the available time and appropriate to the speakers’ expertise.

Working notes

What does this mean for your program? Record your decision, supporting evidence, and the next question to resolve.

2. Build the conversation

Create an agenda with a clear opening, focused discussion, audience questions, and an actionable close. Brief speakers on the audience and rehearse transitions before the event.

Working notes

What does this mean for your program? Record your decision, supporting evidence, and the next question to resolve.

3. Plan beyond registration

Connect promotion to a landing page that explains the session. Prepare reminders and joining instructions. Decide how attendees and non-attendees will receive follow-up, respecting the choices they make.

Working notes

What does this mean for your program? Record your decision, supporting evidence, and the next question to resolve.

4. Review participation with context

Consider attendance, questions, requested follow-up, and feedback together. A person who asks a specific implementation question may need a different next step from someone exploring the topic for the first time.

Working notes

What does this mean for your program? Record your decision, supporting evidence, and the next question to resolve.

Bring the brief together

Review the completed notes with everyone responsible for delivery and follow-up. Resolve conflicting expectations before production starts, and keep one shared version of the plan.

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