Event Coordinator's Master Checklist: Virtual and Hybrid Planning
Category: Academy · Stage: Implementation
By Max Beech, Head of Content
Updated 14 August 2025
A virtual attendee can't hear the Q&A. The in-person mic cuts out mid-keynote. Registration links break two hours before the event. Hybrid events multiply the failure points of both physical and digital gatherings.
The fix isn't hoping nothing goes wrong. It's systematically eliminating single points of failure through redundancy, rehearsals, and checklists that catch problems before they're visible to attendees.
TL;DR
- Run full tech rehearsals 48 hours before the event, not same-day
- Build redundancy into every critical system (mics, internet, presenters)
- Use engagement tactics every 7-10 minutes to prevent virtual audience drop-off
- Automate post-event follow-ups within 24 hours while energy is high
Jump to: 1. Pre-event setup | 2. Tech redundancy | 3. Engagement playbook | 4. Post-event automation
Pre-event setup (2-4 weeks out)
Platform selection and testing
Choose your platform (Zoom, Hopin, Airmeet, Teams) based on your needs:
- Webinars (50-500 attendees): Zoom Webinar, Teams Live Event
- Conferences (500+ attendees): Hopin, Airmeet, Remo
- Hybrid (in-person + virtual): Hopin, Hubilo with streaming integration
Test the platform with your full team at least two weeks before the event. Simulate breakout rooms, Q&A, polls, and screen sharing. Find the bugs when you have time to fix them.
Registration system audit
Confirm:
- Confirmation emails trigger immediately upon signup
- Calendar invites include correct timezone conversions
- Reminder emails send at 24 hours, 1 hour, and 10 minutes before start
- Registration links don't expire prematurely
A 2024 study by Bizzabo found that 23% of event no-shows are due to technical registration issues, and 15% result from timezone confusion.^[1]^
Tech redundancy (48 hours before)
Audio backups
Primary mic fails? Have:
- Backup wireless mic (different brand/frequency)
- Wired lavalier mic
- Laptop's built-in mic as last resort
Test all three during rehearsal.
Internet redundancy
Don't rely on venue WiFi alone:
- Hardwired Ethernet connection to streaming device
- Mobile hotspot as backup (4G/5G)
- Pre-recorded backup video for critical segments
If the livestream drops, switch to backup internet. If that fails, play the pre-recorded segment while you troubleshoot.
Presenter backups
For critical sessions, have a backup presenter briefed and ready. If your keynote speaker gets stuck in traffic or loses their voice, the show continues.
Full dress rehearsal
Run the entire event start-to-finish 48 hours before. Include:
- Every speaker running through their segment
- Slide transitions and video playback
- Virtual attendee joining and testing audio/video
- Moderator testing Q&A and chat features
Record the rehearsal. Review for pacing, technical glitches, and awkward transitions.
Engagement playbook (during event)
Virtual attention spans are short. If you don't actively engage every 7-10 minutes, people open email or drift away.
Interactive tactics
| Tactic | When to use | Example | |--------|-------------|---------| | Live polls | After key points | "Which strategy will you try first?" | | Q&A breaks | Every 15 minutes in long sessions | "Drop questions in chat, we'll answer top 3" | | Breakout rooms | Workshops, networking | "5-minute small group discussion" | | Gamification | Throughout event | Leaderboard for most questions/polls answered |
Chat moderation
Assign a dedicated chat moderator (not the host). Their job:
- Welcome people as they join
- Answer technical questions
- Surface good questions to the speaker
- Share links and resources in real time
Virtual fatigue management
Don't schedule sessions back-to-back. Build in:
- 10-minute breaks every hour
- 30-minute lunch break (minimum)
- Optional "hallway track" networking rooms for casual chat
Post-event automation
Immediate follow-up (within 24 hours)
Send a thank-you email including:
- Recording link (even if it's processing, give a "coming soon" timeline)
- Slide decks from all presentations
- Resource list mentioned during talks
- Feedback survey (keep it under 5 questions)
The longer you wait, the lower your response rate. Eventbrite data shows 24-hour follow-up emails have 4x higher open rates than those sent a week later.^[2]^
Automated nurture sequence
Set up a 3-email drip campaign:
- Day 1: Thank you + resources
- Day 3: "Missed a session? Here's what happened" with recording highlights
- Day 7: "What's next?" with related events, community links, or product offers
Feedback analysis
Export survey responses and identify patterns:
- Which sessions were rated highest?
- What technical issues did attendees report?
- What topics do they want covered next?
Share findings with your team and incorporate improvements into the next event.
How does event coordination integrate with Chaos?
Track each event through stages: Planning → Rehearsal → Live → Follow-up. Set milestone reminders: "Tech rehearsal for Q3 Summit in 48 hours" or "Send post-event survey today." For multi-event calendars, Chaos can track which vendors, venues, and speakers worked well for future reference.
For broader project workflows, see our Executive Offsite Agenda guide. If you're managing sponsors and partners, the Client Portal Automation Blueprint shows how to keep everyone aligned without constant check-ins.
Key takeaways
- Run full tech rehearsals 48 hours before the event to catch issues early
- Build redundancy into audio, internet, and presenter availability
- Engage virtual attendees every 7-10 minutes with polls, Q&A, and breaks
- Automate thank-you emails and resource delivery within 24 hours post-event
Summary
Hybrid events fail when organisers treat them as in-person events with a camera bolted on. Success requires deliberate tech redundancy, engagement tactics that keep virtual attendees present, and automated follow-up that capitalises on post-event momentum. With Chaos managing milestones and reminders, you'll deliver polished events repeatedly.
Next steps
- Create a platform testing schedule 2 weeks before your next event
- Build an equipment redundancy checklist for audio, internet, and video
- Script your engagement tactics (polls, Q&A timing) into your event runbook
- Set up automated email sequences for 24-hour, 3-day, and 7-day post-event follow-up
About the author
Max Beech designs systems for event professionals managing complex hybrid logistics. Every checklist is informed by real event data.
Review note: Framework validated with three event agencies (20-200 person events) in July 2025.