FREE CHECKLISTS AND TEMPLATES
Free resources.
Practical checklists and templates for hybrid AGMs and live-streamed events. Print them, save them as PDFs, copy the templates into your own documents and share them with your team.
Hybrid AGMs and member meetings
- Hybrid AGM checklistEverything to plan for an AGM with members in the room and online.
- How to join our hybrid AGM: member handoutA one-page handout to send members before a hybrid AGM: how to watch online, sign in, ask a question, vote, appoint a proxy and get help.
- Notice of meeting wording for a hybrid AGMSample wording for a notice of meeting that explains online attendance, questions, voting, proxies and technical help at a hybrid AGM.
- Chair’s script for a hybrid AGMA running script for chairing a hybrid AGM, with prompts for online members at every step from welcome and quorum to voting and close.
- Minutes template for a hybrid AGMA minutes template for hybrid AGMs that records attendance in the room and online, proxies, quorum, each vote, and questions taken on notice.
- Audience question moderation policyA ready-to-publish policy explaining how audience questions are moderated at your meetings and events, including declined questions and records.
Live-streamed events
- Live stream brief templateWhat to send a production company to get an accurate live stream quote: event details, venue, audience, speakers, audio, captions and deliverables.
- Presenting on a live stream: a presenter’s one-pagerA one-page guide for live stream presenters: where to look, what to wear, microphones, pace, slides, cues, Q&A and what to do if something goes wrong.
- Remote presenter tech checkA checklist to send guests presenting remotely: device, wired internet, camera height, lighting, headphones, quiet room, background and a test call.
- Questions to ask a venue before you live streamWhat to ask a venue before booking an event you will live stream: internet, in-house AV, patch fees, power, bump-in times, lighting, noise and access.
- Accessible live event checklistA practical checklist for accessible live streams and hybrid events: captions, Auslan, readable slides, accessible pages, recordings and asking about needs.
- Live stream run sheet templateA timed run sheet template for live streamed events, from bump-in and rehearsal to Q&A, close and bump-out, with columns for vision, audio and cues.