Remote Teaching Checklist

Use this checklist to prepare for teaching class online. (Please check back regularly as we are frequently updating it with new information.)

For more in-depth information on related topics see:

If you have urgent questions during your class, contact 215-573-0402

Advance Preparation

  • Review our recommendations on the  prepare to work remotely article, and check out BlueJeans best practices.
  • Schedule a synchronous meeting in your Canvas course.
  • Contact any speakers in advance to confirm the tech they are using. If feasible, schedule a meeting to test their tech well in advance.
  • Assign a chat moderator (TA or student) to track class discussion and repeat questions for the recording (chats are not recorded and there is no transcript available.

Best Practices

  • Mute on Joining: When you join the meeting, we recommend you mute your audio except when you are speaking. The noise made by typing, eating, or coughing can come through the audio very loudly.
  • Set Expectations: if you are running the meeting, let people know what you expect.
  • Recording: Let people know you are recording.

Just Before Class

Prep 15 minutes before class start.

  • Log in to your Canvas site and access Virtual Meetings from the course screen; choose the correct class session.
  • Take note of meeting ID#, moderator code, and contact info for getting help.
    • best to do this on another device or on paper in case of computer issues.
  • Test: (Check your connection, audio, and video by joining this test meeting:
    1. Microphone
    2. Video
    3. Screen Sharing (more help here)
      • Move your mouse towards the top of the BlueJeans window and click the  icon.
        • If you're sharing your whole screen, first close all applications you don't want other participants to see and click "Click here to share screen."
        • If you're sharing a particular application (PowerPoint, Excel, etc), make sure the app is open first to populate it in the list, then click it to start sharing.
      • You will see a green banner at the top of your window indicating what you are sharing. To the right of it is a red banner you can click to stop sharing.
    4. External Equipment/Presentation Materials
  • If there is a guest speaker, invite them to the meeting and then test their technology (even if you have already tested in a previous meeting)
  • If you are using a second device (iPad, iPhone) to monitor chat while screen sharing, mute the device before launching the BlueJeans app and when joining the session choose "Join with Screen Share Only"

During Class

  • Hold your synchronous class meeting
  • Monitor chat regularly for questions and comments
    • If you are teaching alone, stop screensharing for a minute or two to check chat periodically or use another device joined to the meeting to monitor chat.
    • If you are team teaching, ask the non-presenting faculty to monitor chat
    • Appoint a TA/student as chat monitor.
  • End the recording (the recording will continue recording until EVERYONE has left the call):
    1. Click the hangup icon at the top of the meeting.
    2. Check the Drop Everyone box on the pop-up window
    3. Click Leave

After Class

  • After 36 hours, confirm recording has uploaded to Canvas (If it has not, use these directions to manually upload)


For troubleshooting steps, start with our Virtual Meetings FAQ


More information about teaching online is available in our Working & Teaching Remotely section.  For non-urgent questions that aren't answered there, contact your Wharton Computing Representative.