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Production & Delivery · Lesson 13

Choose the platform and configure the event

Match platform features, privacy, analytics, accessibility, and reliability to the event design.

What you will learn

Do not choose a platform from a feature checklist alone. Start with the event’s interaction, audience size, registration, privacy, accessibility, integration, and reporting needs. Configure roles, recording, Q&A, chat, captions, polls, branding, source tracking, streaming, waiting room, and replay intentionally.

A default setting is still a decision.

Lesson outcome Match platform features, privacy, analytics, accessibility, and reliability to the event design.

What you will learn

  • Write platform requirements
  • Configure the live room deliberately
  • Test integrations and privacy before launch

Core concepts

Role model: Hosts, cohosts, panelists, attendees, moderators, and producers have different controls. Give each person only what they need.

Latency tradeoff: Lower latency improves conversation but may reduce playback resilience. Choose based on real interaction needs and expected network conditions.

Data path: Document what registration, attendance, questions, poll answers, recordings, and chat data are stored, where they go, and who can access them.

The practical method

  • 1. Write must-have requirements. Include audience size, participation, captions, recording, registration, integrations, reporting, security, and support.
  • 2. Create the event. Set time zone, duration, roles, privacy, access, Q&A, chat, polls, captions, recording, and replay.
  • 3. Connect systems. Map registration and attendance into CRM and email without overwriting source or consent.
  • 4. Run permission tests. Verify panelists and moderators can do only what the show requires.
  • 5. Run attendee tests. Join on desktop and phone, test captions, questions, links, recording notices, and recovery from a dropped connection.

Worked example

Illustrative scenario. A panelist receives a host link and accidentally ends the rehearsal. The team replaces shared credentials with named roles, enables Q&A but limits attendee microphones, assigns a cohost producer, and documents who can start, record, stream, and end the event.

Build the template

Create this working artifact before moving to the next lesson:

  • Platform requirement matrix
  • Event settings record
  • Role and permission map
  • Data-flow note
  • Device test log

Quality checklist

  • The platform supports the event job
  • Roles use least privilege
  • Captions and recording are configured
  • Integrations preserve consent
  • Mobile and failure paths are tested

Build it in practice

Turn the lesson into a working system.

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