Virtual event checklist for marketing teams

A virtual event puts a marketing team in charge of a live production: speakers to brief, a platform to run, and an audience that set aside the hour. Prep that gets skipped shows up on the day, as a speaker sharing the wrong screen, a Q&A with no moderator assigned, and a follow-up email that reaches registrants three days after they stopped thinking about the topic.

This virtual event checklist covers the work from the moment the event is approved with a topic and a date to the recording published and the debrief done. It is written for the marketing manager who owns the event, with steps for the speakers, host, moderator, and sales along the way.

The 17-step checklist

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Frequently asked questions

How far in advance should you plan a virtual event?

Six to eight weeks for an event with external speakers, and no less than three weeks for a simple internal webinar. The slow parts are speaker confirmation and promotion, since emails need two to three weeks of runway to fill a registration list. Compressing the timeline mostly costs you registrations rather than production quality.

How long should a virtual event be?

45 to 60 minutes for a webinar: around 40 minutes of content plus 15 of Q&A holds attention without losing the audience to their next meeting. Multi-session events work in half-day blocks with breaks every 45 minutes. If the content runs long, cut it or split it into a series rather than running past the hour.

Do you need a tech rehearsal for every virtual event?

Yes, on the live platform with every speaker, including the experienced ones. The rehearsal tests each speaker's current setup: the new laptop, the office network, the browser update that now blocks screen share. Fifteen minutes per speaker in the week before the event covers it, and it is where day-of audio problems get caught.

What should you do if the platform fails during the event?

Have the co-host take over if the host drops, and if the platform itself goes down, email all registrants a backup link within ten minutes. Decide the fallback before the day: resume on the backup platform, or end the event and send the recording the same afternoon. Write it into the run of show so the tech owner acts without a decision meeting.

Can you run virtual event prep from the webinar platform itself?

The platform handles registration, reminders, and the live session, and none of the prep work. Speaker slides, promotion, and rehearsals sit with people across marketing and sales, each with a deadline. Track those in a shared checklist where the team works. Chaser turns each prep step into a Slack task with an owner and chases it until it is done.

Related checklists

Does your team use Slack?

If your team’s in Slack, you can run this checklist there. Chaser assigns each step to the right person and follows up automatically until it’s done.

Works with everyone in your Slack — no logins, no onboarding.

1
Build a checklist
Start from scratch, or use a template like the client onboarding checklist.
2
Customize it for your team
Add or remove tasks and set who owns each one.
3
Run it in Slack
Your team gets their tasks in Slack and checks them off there, and Chaser follows up on anything that’s not done.
Try Chaser Free

Does your team use Slack?

If your team’s in Slack, you can run this checklist there. Chaser assigns each step to the right person and follows up automatically until it’s done.

Works with everyone in your Slack — no logins, no onboarding.

1
Build a checklist
Start from scratch, or use a template like the client onboarding checklist.
2
Customize it for your team
Add or remove tasks and choose who each one goes to.
3
Run it in Slack
Your team gets their tasks in Slack and checks them off there, and Chaser follows up on anything that’s not done.
Try Chaser Free