Zoom Training Overview
In this half-day Introduction to Zoom training, participants learn how to use its wide array of features to conduct successful meetings and webinars. This course is instructor-led and hands-on. Be ready to interact and learn how to conduct successful Zoom events for small groups and large ones!
If you missed our free, live webinar, How to Host More Engaging Zoom Meetings, you can still view the recording here.
Location and Pricing
This course is taught as a private, live online class for teams of 3 or more. All our courses are hands-on, instructor-led, and tailored to fit your group’s goals and needs. Most Accelebrate classes can be flexibly scheduled for your group, including delivery in half-day segments across a week or set of weeks. To receive a customized proposal and price quote for online corporate training, please contact us.
In addition, some courses are available as live, instructor-led training from one of our partners.
Objectives
- Navigate the Zoom interface
- Create and successfully host meetings, including meetings with breakout rooms
- Create, configure, and lead successful webinars
- Engage audiences with video, screen sharing, polls, and other collaboration tools and strategies
Prerequisites
No prior experience is presumed.
Outline
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Overview of Zoom
Understanding the Components of the Zoom Interface:
- The Zoom Application Itself
- Main Zoom Window
- Active Meeting Window
- Settings (for the current meeting)
- The Zoom Web Interface (for managing meeting/webinar settings)
- Zoom Plugins (Outlook discussed by default, but other plug-ins for browsers, Skype for Business, etc. can be discussed)
Navigating the Main Zoom Window
- Home (for creating and joining meetings, as well as launching instant meetings)
- Chat
- Meetings (for Scheduling)
- Contacts
Chat (depth adjusted to how heavily you are using chat outside of meetings)
- Creating or joining a chat channel
- Limiting who receives your messages
- Including screenshots, files, code, or animated GIFs
- Adding contacts to your starred list
- Starting a meeting with a contact or channel
Phone (if your organization uses it)
- Make phone calls
- View call history
- Play voicemails
- Conference in and manage multiple call participants
Contacts
- Creating, editing, and deleting contacts, contact groups, and channels
- Searching, grouping, and organizing your directory
Managing Meetings
- Adding a meeting
- Configuring meeting settings
- Alternate hosts
- Starting a meeting
- Sending invitations and updated invitations
- Copy invitation to clipboard
- Editing a meeting
- Deleting a meeting
- Requiring (or not requiring) registration
Hosting a Meeting
- Managing participants
- Understand roles: host, co-host, alternate host, or participant
- Controlling your microphone and the microphones of others (e.g., muting them)
- Starting/stopping video
- Chat
- Reactions
- Sharing your screen (in-depth with coverage of all options for what can be shared)
- Requesting and using keyboard/mouse control for a participant
- Sharing your keyboard/mouse with a participant
- Conducting Polls
- Recording the meeting
- Closed captioning or translating the meeting
- Adding and using breakout rooms (including creating them in real-time or pre-populating them in advance of the meeting)
- Broadcasting Your Meeting (via Workplace by Facebook or a custom streaming platform)
- Ending the Meeting
Post-Meeting Reporting
- Reviewing and sharing recordings and chat logs
- Reviewing poll responses
- Reviewing usage and attendance
- Other reporting
Hosting a Webinar
- Webinars versus meetings
- Scheduling and configuring a webinar
- Controlling access to the webinar
- Understanding webinar roles: host, co-host, alternate host, panelist, participant
- Soliciting audience feedback with Q&A
- Enabling practice sessions
- Inviting attendees and panelists
- Configuring invitations
- Source tracking your registrations (so you can tell who registered as the result of marketing through various social media sites, email newsletter, print marketing, etc.)
- Branding
- Polls and surveys
- Live streaming
- Reporting on the outcome of the webinar
Conclusion
Training Materials
All Zoom training participants receive a quick reference covering the techniques shown in the class.
Software Requirements
All attendees require a computer with Zoom installed and tested, as well as a headset with microphone connected to the computer.
