Building Inclusive Events: 9 Best Practices for Virtual Events
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Written by Xochitl Ledesma

@funeral_z
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Building Inclusive Events: 9 Best Practices for Virtual Events

August 13, 2020

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Building Inclusive Events: 9 Best Practices for Virtual Events
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Written by Zach Napolitano

@funeral_z


7 Ways to Improve On-Site Communication With Your Team and Your Guests

July 31, 2018

Amy Barone, Sr. Director of Marketing Events & Engagement Programs at Tableau Software, shares her event marketing secrets in our A New Era in Event Marketing webinar with Harvard Business Review and AdAge. Below, she gives an inside look at how Tableau  grew and scaled a high-performance event program.


It was my first “real” party in college, and I didn’t know what to do with myself. So, I timidly made my way to the kitchen and took my time making a drink. Before I knew it, I was mixing my new lime-cranberry-iced tea recipe for everyone. 


As fate would have it, the resident DJ’s iPhone got disconnected, so I started playing my music. Reggaeton hits filled the dance floor. As I looked at the crowd, people were dancing the night away, cheering me on for the next song. In that moment, I felt included.


Think back to a time you felt included. What did you feel? What was there? And what was not there? Inclusion is achieved when we can bring our individuality to a community. We feel part of something larger than ourselves. We feel psychologically safe and heard.


As event professionals in today’s new virtual normal, we must look to apply many of the same in-person principles to our virtual events: intentional event setup, building an inclusive environment, and enabling continuous interaction. 


As an international event organizer and D&I professional, I’ve compiled a handful of tips on how to curate, navigate, and effectuate the creation of inclusive virtual events.

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person next to them?



Ten years later, our annual conference attracts nearly 20,000 customers and partners, our company has grown to 4,000 people, and we have a first-class marketing team with dedicated event professionals who are the best in the biz. Events have been a crucial part of our brand and help us better connect with our community, evangelize our customers, and ultimately grow our company.


Here’s how we did it:

Intentional Setup for Inclusive Events

When we plan virtual events, we must apply the same level of rigorous planning as an in-person event, if not more. We must consider the pains, expectations, and behaviors our attendees are walking in with, and understand what gains, satisfaction, and new behaviors we want them to depart with.


The event setup is the foundation necessary to create an inclusive event, by understanding where, who, and how. When all three of these components are diverse and inclusive, your event will also be so.

1  |  Event marketing is the “where,” or the building blocks. It is critical to consider which platforms, groups, and websites you are leveraging to promote your event. It is only through inclusive event promotion that you’ll attract a diverse representation of attendees.


Put this into practice

Look for new partners. Identify new organizations or individuals you haven’t worked with to share your event to their networks.

2  |  Diverse representation is the “who,” or the structure shaping the foundation. To run an inclusive event, it’s important to put thought into the various demographics and psychographics you want represented in your content, speakers, and attendees.


Put this into practice

Seek diverse perspectives. Review the authors of the material presented and discussed, and look for ways to include additional thought leaders with different views.

3  |  Crowdsourcing is the “how,” or the adhesive that keeps the foundation together. Build inclusion by letting your attendees play a role in shaping the event. When you have a diverse set of attendees, you have a greater diversity of thought to leverage, not only to create a sense of inclusion, but also to influence your event content.


Put this into practice

Conduct panel nominations. Survey attendees to learn who they want to hear from and what topics matter most to them. Bonus: The more attendees feel included in shaping the content, the more likely they are to actually attend and be engaged in your virtual event.


Building an Inclusive Event Environment

MediaMath event data strategy

Image: Penguin Random House

Image: Conference Matters

MediaMath event data strategy

It’s one thing to blindly upload an attendee list from a large industry event and blast everyone (you know who you are), but it’s another to know exactly who visited your booth, who met with your sales team, attended your event — they’re the ones that are the most engaged with you and they’re the ones you should focus on the most.

Though brief, that simple interaction with with the chef took the night beyond just an excellent meal.

Image: Google Books

When it comes down to it, the goal of any event is to grow and nurture the relationship between your guests and your brand — whether you’re promoting a product, building community, or looking to increase brand awareness.

The next component to hosting an inclusive event is establishing a psychologically safe and welcoming environment no matter who walks through those virtual doors. This means setting protocols and guidelines for attendees to feel safe and connected. When humans don’t feel safe by nature, we can’t be present and, by default, we’re unable to connect with others.

 

So, what can you do to establish a place of psychological safety and connectivity?

4  |  Establish meeting norms. Any event should have a set of norms or expectations for attendees. These guidelines are there to create a welcoming environment that won’t be full of bystanders if a norm is broken. You should also include a reporting process in case attendees break these norms.


Put this into practice

Have a reporting structure. Assign a single person as the point of contact for attendees to submit feedback on behavior. After the event, that person should contact anyone who has broken norms to offer suggestions on how to best handle the situation during the next event.

5  |  Leverage video. A “video-on” culture can create a sense that we are all back in the office, especially when we have an interactive dialogue in full gallery view. However, small distractions, like dogs barking in the background, quickly remind us that we are all managing different work-from-home circumstances. Small, inclusive video practices that standardize everyone’s experience can help employees feel more comfortable participating on video and further the in-person setting.  


Put this into practice

Promote virtual backgrounds. The majority of virtual platforms have functionality for changing image backgrounds. Try creating one for your event and sending it to attendees for them to use during the event.

6  |  Consider verbal and written communication. Even though we have new communications platforms at events today, that doesn’t mean attendees have changed their personalities. At virtual events, it’s important to build multiple channels of interaction so everyone, from introverts to extroverts, have an outlet.


Put this into practice

Engage across channels. As a speaker at a virtual event, when asking for attendee responses consider calling on people to verbally share, entering the question in the chat, and asking for emoji responses if attendees agree with a point shared. 

Enabling Continuous Interaction

Now that your event is planned, what is left to be done? Interaction, interaction, and more interaction. As event marketers, we know that one success factor is keeping attendees’ attention. This could not be truer in virtual events — we must fight our biggest competitor in this space: the monster of multitasking.

 

The good news is that we have virtual event platforms as our tools to create an inclusive event through interaction. Additionally, interaction with attendees generates valuable data for event stakeholders.

7  |  Annotation is the virtual event’s version of calling out responses to facilitators. Create inclusion by enabling participants to enter text throughout a presentation. They want to see their voices being heard and participate in group learning.


Put this into practice

Encourage idea sharing. Create a blank slide (if using Zoom) or a whiteboard (if using WebEx or Adobe), and ask participants to share their ideas, solutions, and feelings anonymously.

8  |  Plan for early dialogue. Events are a place for connection, and for as long as we can remember, our primary form of connection was through dialogue. Let’s not kid ourselves: We mostly went to events for the networking, right? We need to integrate this core component of events early in the agenda. If you only make time for dialogue at the end, you run the risk of attendees disconnecting, because they no longer feel included, heard, or part of the discussion.


Put this into practice

Use breakout rooms. This functionality provides your attendees with an opportunity to speak up and share their thoughts in a small-group dynamic. This is also a great way to separate managers from team members, allowing for more psychological safety and vulnerability in the group’s sharing.

9  |  Support real-time Q&A. I have been part of numerous virtual events in which event marketers will ask self-submitted questions. Embrace live question submissions as an important form of listening to attendee needs and creating dialogue.


Put this into practice

Enable a visible Q&A box. Display live questions to promote information sharing among attendees. Ask your speakers to build in periodic pauses to check the submissions and/or ask attendees to add questions.

As I write this, I am suffering from Zoom fatigue. It's so bad that I would rather receive a phone call (and that’s saying something we can all relate to). Our adoption of virtual events will take time, but it’s not going anywhere in the near future. We must approach our virtual events — as we did our in-person events — as a source of satisfaction, inclusion, and learning points.


Begin by implementing two of the best practices above and notice the difference in the dynamic of your attendees. Then, decide if you keep them or switch them for others. There is no single fit for every event, but there is a shared goal of inclusion. We all want to feel that we can bring our whole self and feel part of the bigger picture. That, my friends, is when the magic happens.

Find more actionable ways to build diverse and inclusive events by watching a recent webinar featuring Xochitl.

MediaMath event data strategy

This is when having accurate event data readily available and synced between sales and marketing systems becomes crucial, so that executives, sales teams, and the marketing team are all on the same page. Event data is shared weekly or even every other day, so everyone has a clear understanding of things like RSVPs and check-ins, and can adjust their communications or follow-ups accordingly.

Post-event page made with Splash

This way, guests didn’t have to worry about memorizing each other’s names or drawing a blank when they turned to chat with the person next to them, and we also got to show off  our product in a natural way.

Takeaway #5: If you don’t know how events are performing, you can’t make them better

When the MediaMath team goes to determine the ROI of an event, they’re able to track and attribute opportunities and future deals to a prospect attending the event.

And from a budget perspective, they’re also able to look at data from all events over the course of a year and see which opportunities and deals are associated with people who attended. This helps them determine which events are working or what they should adjust, and where they should continue investing their marketing dollars.

Even if your event doesn’t require a full seating chart with assigned seats, think about how you want the flow of your event to go, and how you can create natural opportunities for meaningful connections.

Image: designworkplan

•   A sense of privacy: a completely private and closed off room for dinner proved to be an extremely crucial element. At one of the venues, an open section in the room allowed noise to disrupt the flow of conversation — making it feel less private and less special of a night compared to dinners that were completely closed off to the public.

6. Create the best guest experience possible

At the end of the day, throwing events mean nothing if you’re not providing value to your customers.


At our conferences, we provide “Tableau Doctors” on-site that help customers or prospects with any questions about our product. Not only do these one-on-one appointments empower customers to engage with us in a meaningful way, they’ve also been the critical to driving event ROI.

Want to dig deeper into MediaMath's event data strategy? Watch the full on-demand webinar (with a bonus Q&A!) here.

author

Xochitl Ledesma

Xochitl is a Director at Catalyst, a leading Diversity & Inclusion (D&I) nonprofit, where she supports F500 companies with integrating D&I best practices. Prior to her current role, she worked as a cybersecurity consultant and international event professional, always advocating for inclusion. Nowadays, you can find Xochitl reading or daydreaming in Washington Square Park in New York City about her next travel adventure to practice Muay Thai.

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