How to Host an Effective Hybrid Event

Industry experts share 10 tips for creating a meeting that will wow both in-person and remote attendees.

Thanks to the Covid-19 pandemic, planners have had to become more comfortable creating digital meetings. Many now believe virtual meetings are here to stay, and that it will be necessary to incorporate some digital component into most of the in-person events they're beginning to plan again. 

But creating a successful hybrid is not simply a matter of streaming sessions from a socially distanced ballroom. We spoke with several experts, as well as venue representatives who have recently hosted such conferences, to get their tips, ideas and examples of how to get the most from a multichannel gathering.

Understand Your Audience Needs

Denzil Rankine, executive chair of AMR International and co-author of Reinventing Live: The Always-On Future of Events.
Denzil Rankine, executive chair of AMR International and co-author of Reinventing Live: The Always-On Future of Events.

Planners can easily become overwhelmed by the variety of platforms, tools and technological gizmos now available to execute a hybrid meeting. During a recent Northstar Meetings Group webcast, "Why Hybrid Events Are Essential to Your 2021 Strategic Plan," Denzil Rankine, executive chairman of AMR International and co-author of Reinventing Live: The Always-On Future of Events, urged planners to avoid getting distracted by that tsunami of tech. Remember, the point of any event is to deliver value to clients and attendees.

"We can say, 'here's a really shiny technology.' Is it called hybrid or is it called virtual?" said Rankine. "That's not the point. The point is to ask what your customers need."

Only after establishing a clear understanding of attendee priorities should you then consider whether both in-person and remote attendance is required, and find the most appropriate tech solution to integrate both.

"It's the same whether there is a pandemic or whether we have digital or face-to-face tools," says Rankine. "What is that personal need? What is that business need? What are the best tools to deal with it?"

Set Expectations for Both Live and Virtual Experiences

Watch Now
Watch Now
Marco Giberti and Denzil Rankine recently shared insights and case studies of effective hybrid events from their new book Reinventing Live: The Always-On Future of Events as part of Northstar's webcast on "Why Hybrid Events Are Essential to Your 2021 Strategic Plan." Watch now!

Preparing attendees for what will take place at an event has always been necessary, whether the gathering was face-to-face or digital — but it's especially important when combining the two.  

"This means making sure your virtual guests know how to log in, that your live guests know there will be a virtual audience and that both know how the agenda will play out," says Ashanti Bentil-Dhue, founder and director EventMind, a digital- and hybrid-event production company.

All promotions should make it clear that the event will have both digital and in-person elements and audiences, allowing prospective attendees to select the delivery option that fits their comfort level and current ability to travel. 

Michelle Hopewell, regional marketing director at the Duke Energy Convention Center in Cincinnati, encourages the setup of an interactive platform with a live-chat element long before the event to stimulate engagement, even allowing attendees to submit questions and suggestions during the registration process. "Let your attendees guide your content," she urges. 

Duke Energy Convention Center Director of Event Services Lia Smith (left) discussed simplifying the floorplan design and event production during the venue's recent hybrid event.
Duke Energy Convention Center Director of Event Services Lia Smith (left) discussed simplifying the floorplan design and event production during the venue's recent hybrid event.

The convention center used this approach for its own gathering, Hybrid Events: Confusing Possibilities Made Simple, held on July 15. The conference, a collaboration with Prestige Audio Visual and Creative Services, began with a webcast, followed by in-person breakouts. Attendees interacted at the center and digitally in sessions on topics such as "A/V Health and Safety Tips" and "Contract Negotiations During and Post-Covid." The event drew 50 on-site and 250 remote participants. 

Think Digital-First

Nick Hoare, COO of etc.venues
Nick Hoare, COO of etc.venues

When making decisions about speakers, room layouts and the day's flow, digital attendees should stay top of mind. "Recognize the reality that a remote attendee is just not going to have the same level of attention span," says Alex Patriquin, CEO of event-management platform Circa. Plus, the digital audience will need to be able to interact with those at the in-person sessions — asking questions of the speakers, meeting with exhibitors or networking with all other attendees. 

Nick Hoare, COO of etc.venues, says planners must focus on keeping remote viewers engaged while also meeting the needs of in-person participants.

"In our experience, shorter, more focused sessions keep attendees' attention better. This supports the in-room attendees, as well, by shortening the overall program," he says. "Presentations, panels, fireside chats, breakout discussions, informal groups, sponsored sessions, networking areas — all keep delegates moving between activities and create a flow for the day."

Apply that thinking when considering the length of the daylong schedule, as well. The 8:00 a.m.-to-6:00 p.m. agenda of an in-person conference might work better running from 10:00 a.m. to 4:00 p.m. for a hybrid event. You can schedule additional activities around this for the in-person participants, such as meals and networking gatherings.

The bottom line is that you want your event to be considered essential viewing for people who can't be there in person. "I always give people the example of the Super Bowl," said Joe Schwinger, cofounder and CEO of virtual event platform MeetingPlay, during a recent Northstar Meetings Group webcast. "I'd love to be there in person, but that doesn't mean that I'm going to fly to San Francisco and spend a week doing so. But I'm totally comfortable watching it at home on TV and I enjoy doing it. We need to think of hybrid environments the same way. There will be people who don't want to travel who are happy watching it at home."

Create Shared Experiences

While on-site and from-home elements of the event are distinct in many ways, allowing both audiences to experience something together can elevate the experience for everyone. Sean Hoff, founder and managing partner of corporate culture agency Moniker urges planners to solicit real-time feedback from the virtual audience as often as they do from those attending face-to-face.

For a hybrid event held at the Hyatt Regency O’Hare, the property and planner arranged for identical meals on-site attendees were enjoying to be delivered to those at home.
For a hybrid event held at the Hyatt Regency O’Hare, the property and planner arranged for identical meals on-site attendees were enjoying to be delivered to those at home.

"Think about setting up live votes, polls and Q&As to engage the remote audience as the event is happening," says Hoff. He extends this to breaks and intermissions, when those attending in person will be networking; those on the other side of the screen should have ways to interact with each another or the host. "In addition, if the budget allows, consider sending something to the homes of those participating virtually. This will help them feel a part of what is being served on site."

Steven Enselein, senior vice president of events for Hyatt, gives the example of a hybrid event recently held at Hyatt Regency O’Hare, for which organizers really wanted to replicate the meal experience for remote attendees. 

"The same breakfast, lunch and snack arrived via contactless delivery right at the doorstep of each virtual attendee’s house. Inside was a menu and plating instructions so they could follow along with the group on-site," says Enselein. "We are always thinking about outside-of-the-box ways to make remote attendees feel cared for and part of events."

Work With Venue Partners

A successful hybrid event requires a strong partnership with the venue hosting the in-person meeting. That means not only having high-speed internet access and a strong on-the-ground A/V team to deal with technical issues, but also tailoring production for remote attendees by way of optimized room layouts, breakout spaces and technology tools. 

Hyatt recently launched a new suite of innovative tools across many of its properties to help planners execute events across both digital and in-person platforms. Called Together by Hyatt, the program provides planners with access to the Swapcard platform, which uses AI to integrate virtual and on-site experiences, as well as an on-site team of hybrid experts to help guide planners through the process.

When ION Group held a hybrid event at Ease Hospitality's conference center, it connected in-person speakers with attendees from more than 20 countries.
When ION Group held a hybrid event at Ease Hospitality's conference center, it connected in-person speakers with attendees from more than 20 countries.

And many venues are ramping up in-house technology that is designed to wow both in-person and remote audiences. The New York City-based management company Ease Hospitality recently opened a 5,500-square-foot conference center, @Ease 1345, with a robust menu of cutting-edge tech that includes an in-room 3D augmented reality conference experience.

ION Group worked closely with Ease to host its annual global sales kickoff in January as a hybrid gathering. Over three and a half days the software company provided a broad range of content to attendees in New York City and an audience across 22 countries. Among the many ways Ease helped to connect in-house participants with remote viewers was to bring the virtual audience on-site — by way of a massive, 30’ x 5.5’ video wall.

Ashanti Bentil-Dhue, founder and director of virtual and hybrid event production company EventMind
Ashanti Bentil-Dhue, founder and director of virtual and hybrid event production company EventMind

Bentil-Dhue of EventMind has worked with facilities that have converted breakout rooms into production studios, where in-person producers can create content going out to remote attendees or on social media channels, and where videoconferencing can be set up for private meetings between those at the venue and those joining remotely. 

"In the past, the sales manager might have been focused just on selling the physical things in the venue," she says. "Now it's not just about a conference that's going to happen for that number of people in that room, but also all of the other considerations for virtual audiences."

Host the Education On-Site When Possible

Planners should make every effort to bring the presenters to the physical event, particularly when arranging panels and other sessions where a lot of back and forth takes place.

"The interaction and energy onstage become far more authentic and credible," says Hoare. "Virtual panels are not as engaging or effective."

He speaks from experience: Etc.venues recently partnered with online-event platform Glisser, showcasing a solution for their Hybrid Event Masterclass series. Thought leaders arrived in person for panels at Etc.venues' County Hall in London, while more than 1,000 people from Europe, the United States and Central America tuned in remotely, asking questions and chatting with the panelists. 

This in-person element, even if it's just a few panelists gathered in a studio together, creates a better experience for those at home. "A solely virtual event usually lacks the spark of interaction that most easily comes when people are in a room together," he notes.

Keep Registration Flexible

Travel restrictions are changing from one day to the next, so host organizations need to allow participants to change their plans easily. Someone who might not be ready to commit to attending in person today might find the prospect of traveling more appealing in a few months. Make it easy for registrants to upgrade to in-person attendance if circumstances allow — or to shift from attending in-person to joining virtually if new restrictions keep them home. 

Bentil-Dhue of EventMind says this flexibility should extend to the agenda itself, particularly for those joining remotely. "We've seen people increasingly want to be able to customize their own content schedule," she says. "So, you should be sure they have that option — selecting between tracks or choosing which parts they'd like to engage in."

Encourage Collaboration

Facilitating interactions between the remote and in-person audiences is the true challenge of hybrid events. Solving the dilemma might mean putting a screen onstage to allow remote attendees to take part in a presentation or ask questions; or providing individual tablets to in-person attendees for one-on-one exchanges with digital participants.

"It's important to blend audience engagement throughout the sessions as much as possible, to keep them all equally involved," says Hoare. "The moderator should take as many questions from the in-room attendees as from those online, no matter the numbers."

Michelle Hopewell, regional marketing director of the Duke Energy Convention Center
Michelle Hopewell, regional marketing director of the Duke Energy Convention Center

Duke Energy's Hopewell suggests flanking the main stage with large screens to help with presentations, and to bring in the online crowd. 

Ice breakers or networking games should be geared toward getting both types of participants talking with one another. Hopewell also advises making a game out of audience involvement, awarding points when people sign up for the event app, join in meetups or sessions, etc. Those with the most points can win a prize, be entered into a raffle or simply be recognized for their engagement during the meeting.

"Keep asking yourself, 'How can you collaborate with speakers, with your visitors, with your guests?'" says Bentil-Dhue. "How can all of those parties collaborate with each other before, during and after an event?"

Test and Test Again

Sean Hoff, founder and managing partner for Moniker.
Sean Hoff, founder and managing partner for Moniker.

When it comes to creating a hybrid event, double- and triple-checking all systems is more essential than ever. 

“Nothing will flop harder than a host whose microphone wasn’t properly configured — both for the audience who can’t hear in the back of the room and those listening online,” says Hoff. “People will tune out immediately and not return.”

Every aspect must be tested for both audiences, he adds, as the way in which content is delivered will differ for each. For example, video content at the event should be played directly to virtual attendees through the streaming platform, rather than via a camera aimed at a video screen. Not only does would the second approach kill the audio quality, Hoff says, but it would produce problems with frame rate — ruining the audio and video experience for everyone tuning in.

Make the Meeting Evergreen

One of the major advantages of the digital part of a hybrid event is that the content can be captured for on-demand  use long after the meeting ends. 

"Keep session chats open following the event to create a community resource center and continued networking opportunities," suggests Hopewell. "Trade virtual business cards and encourage guests to share and create connections based on the virtual meeting."

"Recorded sessions can be used in their virtual capacity by those who have been unable to take part in the live event," says Hoare. "Training courses have been delivered in this way for decades — content delivered in the classroom is backed up by e-learning tasks in the weeks following."