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Tracy Lindbergh, CNP
Executive Assistant, Integrator
Asked a question 3 months ago

Does anyone have tips or tricks that help protect against "zoom fatigue" when attempting to hold a quarterly retreat all online? I've read that turning off cameras can give the eyes a break, but we're often sharing screen and need to interact with each other. More frequent breaks will lengthen the day or reduce how much time we have for IDS. Has anyone found success in keeping energy levels up while holding their retreat online?

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Rick Pelletier
Fractional Integrator/CFO/COO

@Tracy Lindbergh, CNP40 - one thing that I've heard of that seems to be working is splitting the quarterly up into different 2 hour segments over a couple of days. Pluses and minuses to it, but from my experience with my current clients, it seems to be working.

Instructions from our EOS Implementer (Gino):

Please read each item, having a virtual session will be different. If we all do the following it will be a great session.

 In preparation for the Virtual session:

·  Wear solid clothes, no bold stripes.

·  Eat before the session so that you are full when we start.

·  We will break for 15 minutes around noon for you to grab and/or prepare your lunch and we’ll have a working lunch together.

·  Make sure that you are in a room in your home that you have complete silence and no distractions. It will make for a much more focused meeting.

·  It is important everyone is at their own computer (no sharing of camera).

·  Make sure you’re sitting in a chair at a desk or a table.

·  Please designate one leadership team member to do the following during the session using the Zoom share screen 29capability.

  • Manage and share the V/TO with all.
  • Type the issues list and Rocks.

·  Join 15 minutes early so we can work out any potential bugs and start promptly at 8 AM.

·  Have your Leadership Team Manual with you.

·  Email me the most recent version of your V/TO.

·  Please review the attached SMaC Recipe and Business Model documents to re-familiarize yourself and bring any questions or insights you might have.

·  Send the V/TO and Rock sheet to everyone.

  • Please print the V/TO and Rock sheet and have it in front of you at the start of the session.

·  Spend 30 minutes reviewing the V/TO prior to the session individually; this is a great opportunity for you to take a “Clarity Break”. Especially in these crazy times.

·  Read the attached article35 I wrote about having a great virtual meeting. 

·  Bring your thoughts on Rocks for Q3 and current issues. 

·  Get plenty of rest and come with an open mind.  


Gino's article on great Zoom meetings:

10 Tips for Greatly Increasing the Productivity
of Your Virtual Meetings

By Gino Wickman  |  April 2, 2020

Because most of the business world is having to do meetings by video conference these days, and I’m guessing in the last seven days you’ve done at least one virtual meeting … it’s time to make them more productive. It’s time to make them great!

With most people being thrusted into working from home and doing most of their meetings by video conference, most people aren’t prepared and are just working with what they know and have in their homes. And for now, fellow meeting participants are very forgiving of the many flaws and inefficiencies.

This now has to change, and change fast. If you haven’t figured it out, virtual meetings are the new normal. And, because it’s the new normal, we might as well make them great. Plus, there are people who actually prefer them.

Meetings have to be productive.

Let’s not lose sight of the reasons we meet: to solve problems, to get on the same page, to make sure everything is on track, and to brainstorm ideas and solutions. Said another way, to be productive and get shit done!

With all due respect, they aren’t to meet your pets and kids and see what kind of a decorator you are.

I’d like to offer you an opportunity to greatly improve the quality and productivity of your virtual meetings.

I’m someone who has been obsessed with making meetings great and productive for over two decades (exciting, huh?). I’ve helped millions of people squeeze every ounce of efficiency and productivity out of every second of their meetings.

In addition, I’ve delivered 2,000 full-day sessions with hard-charging entrepreneurial leadership teams, I’ve done 35 video conference podcasts in the last few months (which require high video conference standards), and we EOS Implementers (350 strong worldwide) have shifted to delivering over 1,000 virtual sessions in the last few weeks because of the COVID-19 virus and social distancing. My partner and I also built EOS Worldwide as a virtual company and have been doing virtual meetings for many years.

With this shift to virtual, I’ve noticed some things that must be improved.

Here are 10 tips to greatly improve your virtual meetings and increase your engagement, energy level, focus, and output. If I had it my way, in your company, these would be 10 non-negotiable rules of engagement for all of your virtual meetings.

The 10 Tips:

  1. Have fast internet. It’s crazy in these times for your video to ever sputter and skip. It’s incredibly distracting, and it shouldn’t be forgiven any longer. I literally had a session yesterday where that was happening with someone for seven hours because of slow internet.
  2. Plug into the internet/ethernet. Make sure you are hard-wired, to avoid any disruptions. When your audio and video are seamless, it will feel more like you’re in the same room together.
  3. Sit on a chair at a table or desk. Don’t sit or lie on a couch or bed. This is a business meeting. This is the challenge with working from home—it’s hard to transition into work mode. This will help. It will also help everyone’s energy level.
  4. Lighting is vital. Make sure there are no lights behind you, and have light on your face. People need to clearly see your face.
  5. Have your camera eye level. This is vital. This will prevent people from leaning and slouching, and you will better keep the attention of your audience when speaking. Be in the center of the screen with your head an inch or two from the top of the screen. Obviously, don’t use audio only or call in from your phone.
  6. Make sure your microphone is high quality. Buy a microphone or headset if necessary. When people can’t hear you, they struggle to pay attention and this effort to adjust burns energy.
  7. Stay in front of the screen. It’s important that no one goes off-screen. Frankly, most of the time this is an excuse to do something else (such as check your phone, pet your dog, or have a sidebar).
  8. No background noise. Make sure you’re in a quiet room with the door closed, no dogs barking, and no kids coming in (tell your family you are at the office).
  9. No looking at your phone. Have your phone silenced, turned over, and ideally out of your view—just like any other in-person meeting.
  10. Set your video conference on gallery mode. Most video conferencing platforms have this function. Make sure that you can see all of the faces participating in the meeting, at a glance. The typical meeting has three to nine people. With nine people, it will look like The Brady Bunch (for those of us old enough to know what that means).

I couldn’t get it down to 10 …

  1. Don’t mute. With everything said above, there’s no need to ever mute during the meeting. What happens all the time is that someone starts talking, not realizing that they forgot to un-mute. By the time everyone lets them know (with hands waving, you are on mute!) and they finally figure it out, you’ve lost 15 seconds. On average, a one-hour meeting loses a few minutes of productivity due to this constant faux pas.

The technology for all of the above exists, and it’s inexpensive.

Please pass this on to everyone you know.

Be safe … and productive!

Stay focused,

P.S. Watch this funny video32 (I’m not getting paid by Zoom) to illustrate my point.