Webinars are more than one-and-done events. Today, they’re a strategic part of digital marketing, the centerpieces of digital experiences that engage audiences, generate first-party data, and fuel revenue growth. But to get there, marketers need a repeatable, scalable process that ensures every webinar runs smoothly.
That’s why we created a webinar production checklist.
Whether you’re hosting your first virtual event or scaling your webinar program to a global audience, this checklist helps you plan, produce, and deliver professional webinars that drive results.
1. Pre-Production: Planning for Success
Every great webinar starts with a detailed plan. The pre-production phase is where you grant yourself the space to set goals, align teams, and build the foundation for a flawless experience.
Your pre-production checklist:
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- Define goals and KPIs. Are you building brand awareness, generating leads, or nurturing prospects? Your goal determines your format, content, and follow-up strategy.
- Know your audience. Identify your target personas and what insights or solutions they’re looking for. Understand how to communicate to the audience pain points.
- Choose the right webinar format. Live, on-demand, simulive, panel discussion, or product demo — the format should enable you to achieve your objectives.
- Select your webinar platform. ON24 provides flexible tools to deliver branded, interactive experiences while capturing actionable engagement data. It also helps you get more out of your content through on-demand experiences and AI-powered content repurposing.
- Align with sales and marketing teams. Confirm what each team expects from the event, how attendees will be qualified, who’s responsible for follow-up, and how you’ll promote an on-demand experience.
- Secure your speakers. Gather bios, headshots, and social links for promotion.
- Set your date and time. Consider your audience’s time zones for maximum reach. You can also host simulive events for international audiences.
- Develop your run of show. Outline your timeline, transitions, and engagement points.
- Plan your audience engagement strategy. Think polls, Q&A, surveys, downloadable resources, and CTAs to keep audiences active throughout.
2. Production Prep: Getting Everything Ready to Go Live
With your strategy in place, it’s time to prepare your environment, content, and team.
Your production prep checklist:
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- Build your webinar. Create your registration page, customize the console, and upload assets.
- Brand your experience. Customize banners, colors, and layouts to match your company’s look and feel.
- Test your tech stack. Ensure integrations with CRM and marketing automation platforms are working properly.
- Coach your speakers. Review timing, key talking points, and engagement prompts.
- Run a technical rehearsal. Test microphones, cameras, slide transitions, and internet connections.
- Prepare backups. Have a secondary device, a spare mic, and a backup moderator on standby.
- Confirm accessibility. Add captions, alt text for visuals, and ensure the experience works across devices. like mobile and tablets.
3. Promotion: Driving Registrations and Awareness
Every webinar needs an audience. Promotion is where you build it.
Your promotion checklist:
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- Build a promotional plan. Include email, social, paid media, and website placements. Schedule events for maximized attendance. Optimal days and times take place mid-week (Tuesday, Wednesday, Thursday) towards mid-day (11 a.m. to 2 p.m.). Review our benchmarks report for more guidance.
- Create an email campaign sequence. Send an invite, reminder, “starting soon,” and post-event follow-up series. Segment audiences based on role, industry, and funnel stage.
- Leverage your speakers and partners. Ask them to share registration links with their networks. Put together a social media package with sharable clips, posts, and UTMed links.
- Promote across channels. Blog posts, LinkedIn events, and internal employee advocacy programs all help expand reach.and awareness.
- Use UTM codes. Track which channels drive the most registrations and engagement.
4. Day-of-Event: Delivering a Flawless Experience
This is showtime. With all the prep behind you, focus on execution and engagement.
Your day-of checklist:
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- Log in early. Have speakers and hosts join 30–45 minutes before the start.
- Test all tech one last time. Confirm audio, video, and make any last-minute changes to slides.
- Review housekeeping notes. Remind presenters how to use Q&A, polls, and engagement tools.
- Engage your audience in real-time. Encourage participation through polls, chat, and downloadable resources during your event.
- Record your session. ON24 empowers you to record your events so you can repurpose it on-demand.
- Be ready for the unexpected. Assign a moderator to manage questions and handle any technical issues swiftly.
5. Post-Production: Extend the Life and Value of Your Webinar
The end of your event is just the beginning. Webinars, virtual events, and virtual conferences contain a wealth of content within them. Extend the life and value of your webinar by taking advantage of on-demand promotions and AI-generated content.
Your post-production checklist:
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- Publish the on-demand version quickly. Keep momentum by making it available within 24 hours and promote it to both attendees and no-shows via email.
- Analyze performance data. Review engagement scores, poll participation, content downloads, and audience retention. Share the results of the event in a post-session review. Discuss wins, losses and lessons learned.
- Share insights with sales. Provide attendee engagement data so sales can tailor follow-up conversations.
- Repurpose content. Turn key moments into short video clips, blog posts, or social media content.
- Add to your content hub. Keep the on-demand webinar accessible as part of your long-term nurture strategy.
- Segment, personalize, and re-promote the content. Use your webinar to create post-event content that’s hyper-personalized to key audiences and industries. You can also republish your post-webinar content in dynamic Content Hubs and Nurture Pages as on-demand resources for your audiences.
6. Streamline Webinar Production with ON24
Webinars are one of the most powerful ways to connect with your audience, build relationships, and collect valuable first-party data. But behind every seamless experience is a solid process.
ON24 makes it easy to manage the entire webinar lifecycle — from planning and production to analytics and follow-up. With customizable templates, engagement tools, and real-time insights, ON24 helps marketers deliver digital experiences that convert. Learn how.