Conference Call Tips:

Before your call

• Notify your participants of the date and time of the call in advance.
• Communicate any items that need to be prepared in advance of the call.
• Set an agenda for your call. This works to keep your meeting focused and on track.
• If possible, send your agenda to the participants prior to the call.
• Make sure you are in a quiet location where you will not be disturbed.
• Turn off your call waiting, pagers and/or cell phones.

Starting the call

• Be on time or early.
• Introduce yourself when you speak and encourage others to do the same.
• Conduct a roll call so you know who is on your conference call.
• Briefly state your agenda
• Do not put your phone on HOLD. This usually puts music into your conference and prevents others from continuing the meeting.

During the Call

• Hit 00 for an operator or *0 for a private operator if we can do anything for you during the call.
• Table any discussions that are not relevant to your agenda for a later time and place.
• Try and involve all of your participants in the discussion.
• Make sure that any noise or distractions are dealt with promptly
• Summarize the issues that you discussed and recap any action items resulting from the call.
• Establish the day and time for your next conference call.