Sign up

A tool to plan an online or a hybrid conference

This blog introduces a step-by-step guide designed to help science organizations plan and deliver effective online conferences. Developed as part of the ISC project Science organizations in the digital age, it offers a practical way to think through every stage of running a digital or hybrid event - from defining your purpose, to engaging participants, to capturing the legacy afterwards.

When managing a science organization, gatherings that bring researchers, policy-makers, members, and other stakeholders together are often essential. Increasingly, these gatherings take place online.

Well-designed online conferences can expand access, reduce costs and emissions, and include voices often excluded from in-person events. Achieving this, however, requires time and expertise.

This guide draws on real examples from science organizations and presents a structured six-part process to support the design of online and hybrid conferences with clarity, equity, and impact in mind.


An introduction to the tool

The goal of the tool is to help event organizers think practically about what it takes to deliver an engaging, inclusive online or hybrid conference.

It is organized into six sections:

  • Purpose & Payoff – define why the event exists and what success looks like
  • People & Access – identify event’s audiences and ensure everyone can take part
  • Platform & Production – choose the right tools and delivery setup
  • Programme & Formats – design sessions suited to digital attention spans
  • Engagement & Community – create spaces for interaction and connection
  • Measurement & Legacy – capture what worked and carry lessons forward

Each section combines key insights and worksheets to help an organizing team make decisions. It can be worked through it from start to finish, or skipped directly to the section that matters most.

How to use it

The tool works equally well if there is one organizer, or a team. If working in a team, use the worksheets as prompts for discussion.

Planning your online conference

Options to use the document:

  • Print it out, and fill out the various sections by hand.
  • Fill out the PDF on a computer (recommended over using a phone).

After completing the tool

Once the guide is completed, the event’s purpose, scope, and design will be clearly outlined.

Practical checklists and captured decisions are consolidated in one place, simplifying the process of briefing partners, vendors, or volunteers and supporting delivery of an online event that feels intentional and engaging.

Whether for a small specialist meeting or a large hybrid conference, this tool helps create experiences that go beyond a sequence of talks and slides. It supports building events that feel alive, inclusive, and worth attending.

For more guidance on building skills in digital tools and ways of working, please see Strengthening digital maturity: A practical toolkit for science organizations.


Accompanying resources


Funding acknowledgement: The toolkit was created following the experiences of eleven ISC Members who took part in the project, supported by the International Development Research Centre (IDRC). The views expressed herein do not necessarily represent those of IDRC or its Board of Governors.

Stay up to date with our newsletters