Start with your bylaws and the law
The first question is whether your statutes and applicable law permit electronic or hybrid participation. Many do, or are silent, which usually means it is allowed. If your bylaws are out of date, updating them to explicitly allow digital and hybrid meetings removes any doubt before you start.
Notice, agenda and quorum
Send proper notice with the agenda within the timeframe your rules require, and make sure the platform can verify attendance and quorum in real time. A digital AGM should make quorum easier to confirm, not harder - the system counts who is present and eligible automatically.
Secret ballots and proxies
Where votes must be secret, the platform must guarantee secrecy by design. If your rules allow proxy or weighted voting, the system should apply those rules automatically so the tally is correct without manual calculation.
Verifiable results and record-keeping
Close the vote, publish a result that participants can verify, and keep the evidence. A complete, exportable audit trail - who was eligible, who participated, and how the total was reached - is what makes the outcome defensible if it is ever questioned.