1. Conference Call
Etiquette
Rules & Expectations for Conference Call
Administrators & Participants

2. Introduction
Conference calls are part of every business
persons’ daily experience. However, not
everyone clearly understands the rules and
the expectations of those participating in a
conference call. This will define and clarify
those rules and expectations, for the
conference call administrator as well as the
participants.

3. Conference Call Administrator
 Before the Conference Call
 Arrive prior to the beginning of the call
 Direct and manage the call
 Provide clear directions to participants
 Distribute any required materials

4. Conference Call Administrator
 At the Beginning of the Conference Call
 Announce the call is being recorded
 Start on time
 Facilitate introductions if necessary
 Review the agenda
 Remind participants of the rules of the call

5. Conference Call Administrator
 During the Conference Call
 Keep the discussion on track
 Ensure attendees are participating
 Keep track of topics to be discussed later
 Record all action items and due dates

6. Conference Call Administrator
 At the End of the Conference Call
 End the call on time
 Summarize the call
 Thank everyone for attending/participating
 Inform participants you will provide them with the
link to the recording, notes, action items, etc.

7. Conference Call Administrator
 After the Conference Call
 Prepare the call summary
 Send summary, recording link to all invitees (not
just those who attended)

8. Conference Call Participants
 Be ready to join the call 5-10 minutes early
 Be on time joining the call
 Notify the administrator if you will be late, have to
leave early, or will not be able to give your
presentation
 Identify yourself when you speak
 Participate in the call
 Be polite, don’t interrupt
 Take notes
 Mute your phone when not speaking

9. Summary
 Administrator:
 Set the agenda
 Manage the call
 Record the call and take notes
 Keep the call on track
 Summarize at the end
 Participants:
 Be on time, be polite, be attentive and participate
 If you must leave early or will be late, notify the administrator in
advance
 Try to avoid disrupting the call as much as possible when you
leave early or join late

10. Questions?

11. © Richard Hatheway – 2014
 Email: r_hatheway@juno.com
 LinkedIn: www.linkedin.com/in/richardhatheway
 Twitter: www.twitter.com/rhatheway
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