Best Practice Tips for Using Zoom (2024)

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So, you have Zoom - that's great! Having a great communications tool means you're only half way to achieving optimal collaboration within your company. Now you need to ensure your employees follow best practice techniques in order to use Zoom as effectively as possible.

If you don't have Zoom or haven't given it a try yet, you can learn more about the leading video communications platform here.

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Video and Audio

First, let’s talk about your video and audio.

  • Unless your appearance or background is very inappropriate or distracting,turn ON your video.Video is crucial in building trust and engagementin virtual communications. Don’t skip this step just because you don’t love the way your hair looks today.
  • Test your video and audiobefore your meeting atzoom.us/test.
  • Look at the camera.This takes a bit of getting used to since you want to look at the other participants faces (and, let’s be honest, your own face), but try to look at the camera when you’re talking. This tactic will mimic the in-person feeling of eye contact. It’s important to gauge reactions by looking at the screen, but alternating that with looking at the camera makes the audience feel like you’re really talking to them.
  • When possible, try touse a good quality camera and headsetinstead of your computer’s built-in ones. Zoom works just fine with the built-ins, but the quality is even sharper with higher quality hardware.
  • Adjust your cameraif it is too low or high. Only your barber wants to stare at the top of your head. Your camera should be at eye level.
  • If you can,connect to the internet via an ethernet cable. Zoom works well on wireless all the way down to 3G, but the quality is best on a solid wired internet connection, so wire in when you can. Otherwise, just make sure you have serviceable Wi-Fi.

Zoom Meeting Etiquette

There are some general rules of courtesy for virtual (and in person) business meetings.

  • If you can, hold off on eating full meals during your meeting. Imagine how unappealing it would be to watch someone up close slurping a plate of spaghetti on a big screen. If you can, chow down when your meeting is over.
  • Even though it’s tempting, try not to multitask too much. And if you’re going to, at least mute yourself.
  • You don’t have to be overly prepared for a meeting you’re not hosting, but try to be on time, having glanced at the agenda.
  • Refrain from private behaviour – i.e. scratching your armpits, picking your nose. We can see you!

Consider Your Environment

Your surroundings say a lot about you. Let’s make sure that they say the right things.

  • Dirty clothes in a pile, an unmade bed, and so forth give the impression that you’re not a professional to be trusted with serious work.Clean up and have a simple background(a plain wall, a potted plant, or a bookshelf works perfectly). Zoom also providesvirtual backgroundsto help you disguise even the most recklessly cluttered environments.
  • Lights, camera, action! Note, the first item here is LIGHTS. Position yourself so that most of the light is coming from in front of you(behind your monitor), instead of behind you. If you have a window behind you, shut the blinds. Otherwise, you will be backlit.
  • Barking dogs and slamming doors are not just annoying in person, they are also annoying via Zoom!Find a quiet space to meet, shut the door, and mute yourself as necessary.

Hone Your Zoom Presentation Skills

Zoom spoke with co-founder and principal ofBoldEchoand virtual presentation expert, Matt Abrahams, to learn some top tips for presenting over Zoom. Here’s what he had to say…

  • Use engagement tools!There is nothing worse than someone droning on for an hour, maybe sharing a dense slide or two. Make full use of everything Zoom has to offer. Screen share, annotate shared content, send out a quick poll, solicit feedback in chat, split your attendees up into video breakout rooms, send attendees to a website and have them fill out a Google Doc. Do whatever it takes to keep your audience actively engaged. By the way, you can tell your audience is engaged during screen sharing by using theZoom attendee attention tracking feature.
  • If feasible,stand up! This keeps you dynamic and energetic. You can do this during your virtual meeting by using a standing desk. If you do stand, try aslide advancerinstead of clicking next on your keyboard for a more natural experience.
  • Don’t get too close. Position yourself so the camera is seeing you from the chest or waist up, instead of just seeing your face. This is more natural for the viewer (after all, in an in-person meeting you’re usually seeing more of a person than just their face). This is especially beneficial if you tend to gesture a lot.
  • Your best teacher is yourself.Record yourself and watch the playbackwith a critical eye. Did you talk too quickly? Too many ums and ers? Even send the recording to a friend who you know will give you candid feedback.

Stay Connected

To work as efficiently as possible, make sure you integrate your other best of breed SaaS apps. Zoom has a rich marketplace of app integrations, spanning from sales and marketing and content management, to security and compliance and SSO.

Some of their most popular integrations include Google Drive, Dropbox, OneDrive, HubSpot, Slack, Workplace by Facebook, Gmail, Office 365 and Slack.

For more information on the Workplace by Facebook integration, read our5 Use Cases for Integrating Zoom and Workplace by Facebook.

We hope these best practice tips on Zoom will help you put your best foot forward!

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Best Practice Tips for Using Zoom (2024)

FAQs

What are the best practices for using Zoom? ›

A few suggested norms: Be mindful of your background (use a virtual background, if needed). Mute microphone when not speaking. Introduce Zoom features you'll be using at the beginning such as breakout rooms, polls, etc. Use Zoom's gallery view to see larger groups of participants.

How to make Zoom meetings more effective? ›

12 Ways You Can Make the Most of Your Meetings
  1. 01 1. Build bite-sized content. ...
  2. 02 2. Encourage active participation. ...
  3. 03 3. Keep it conversational. ...
  4. 04 4. Create connection through eye contact. ...
  5. 05 5. Let your background speak to who you are. ...
  6. 06 6. Establish clear, reliable audio. ...
  7. 07 7. Be comfortable with silence. ...
  8. 08 8.
Mar 25, 2022

What are three Zoom etiquette suggestions? ›

Zoom Etiquette for meetings
  • 1 – Should you turn your camera on Zoom? Camera on vs. ...
  • 2 – What should you wear to Zoom meetings? ...
  • 3 – Mute your microphone. ...
  • 4 – Is it rude to drink coffee during Zoom? ...
  • 5 – Avoid multitasking. ...
  • 6 – When is it okay to use a virtual background on Zoom? ...
  • 7 – Get a co-host and delegate your work.

How can I practice using Zoom by myself? ›

You can join a test Zoom meeting to familiarize yourself with Zoom and test your microphone, speakers, and camera before joining a live Zoom meeting. Note: If you are using the Zoom app on a mobile device, visit http://zoom.us/test to join a test meeting, then follow the instructions to test your video or audio.

What is the 10 minute warning on Zoom? ›

If you are hosting a meeting using a Basic Zoom account and there are three or more participants in the meeting, you will receive a 10- minute warning message. Click “o*k.” If you need to continue your meeting, follow the instructions to schedule and start another meeting.

How to do Zoom for beginners? ›

Here are some basic instructions for scheduling your first meeting.
  1. Sign in to your Zoom web portal.
  2. Click Meetings.
  3. Click Schedule a Meeting.
  4. Choose the date and time for your meeting.
  5. (Optional) Select any other settings you would like to use.
  6. Click Save.

How to have engaging Zoom meetings? ›

Share agendas: Send out an email before your meeting that gives detail on what you will be talking about, what attendees should prepare, and what you hope to get out of the meeting. Keep attendance small: Not everyone needs to be at every meeting, and big groups can stifle engagement.

Do and don'ts on Zoom meetings? ›

It's best to avoid eating or drinking loudly during a virtual meeting to minimize distraction and background noise. If you need to have a drink or food during that time, do so quietly (preferably by putting yourself on mute) and turning off the camera. At all costs, don't eat and talk.

What should I avoid in Zoom meeting? ›

What Not to Do in a Zoom Meet (8 Mistakes to Avoid)
  • Forgetting to mute your mic. ...
  • Forgetting to unmute your mic. ...
  • Eating or drinking during a video call. ...
  • Focusing on something else other than the meeting. ...
  • Not looking professional for the meeting. ...
  • Hogging the conversation. ...
  • Avoiding being on camera.
May 17, 2022

How do you stand out in Zoom meetings? ›

Surround yourself with art, photos, or virtual backgrounds that showcase your interests. Use your passions to create interest and connections. Use a Dynamic Backdrop. To truly stand out, skip static backgrounds and opt for subtle animated scenery to pique interest without overwhelming your audience.

Should I look at myself on Zoom? ›

Hiding your Self View in Zoom meetings can improve your focus and benefit your mental health.

How do you test audio before Zoom meeting? ›

Test audio when joining a meeting

If you haven't enabled the setting to automatically join by computer audio, you can test your speaker and microphone right before you enter a Zoom meeting: When joining a meeting, click Test Speaker and Microphone. The meeting will display a pop-up window to test your speakers.

Can you see yourself in a Zoom meeting? ›

Click the View button in the top-right corner of the video window. Click Show Self View. The video of yourself is displayed on your screen.

What is the etiquette for Zoom meeting presentation? ›

Just make sure not to interrupt someone mid-sentence. Be Attentive Don't stare at your phone while other people are presenting, be attentive and present. Unless you want to ask questions and make comments silently if desired using the “Chat” feature. In this case make sure your microphone is muted.

What is proper etiquette for a Zoom interview? ›

Look directly into the camera when answering questions and make sure you're speaking clearly and avoiding hand gestures that may stutter the video. Be aware of your facial expression and posture throughout the interview. These body language cues can play a big part in your overall impression.

What is the etiquette for Zoom appearance? ›

Avoid areas with bright windows and/or backlighting so you can be seen. Ensure that your microphone is muted when you are not talking. Speak directly into the microphone so you are clearly heard. Speak slowly and avoid interrupting others.

What is virtual meeting etiquette? ›

Virtual meeting etiquette is the set of rules and guidelines that participants must follow during a virtual call with co-workers. Although you're not in the same physical space as your colleagues, it's still important to maintain professionalism and respect for everyone in the meeting.

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