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This is just a collection of checklist items for Task Force / SIG Planning. The list isn't exhaustive yet but hopefully we can improve it over time.

Task force meeting Planning

Notes:

BEFORE confirming a date and location for a taskforce meeting make sure you check for any conflicting meetings on or around the chosen date.

Look for possibilities for co-locating meeting with other related meetings (TF-MOBILITY/EMC2/REFEDS has been successfully doing this for years).

If at all possible try and avoid attendees having to make long flights between meeting locations if/when they have to attend two meetings that cannot be co-located.

If the meeting location proposed is offered by an organizer other than the local NREN, it is a good idea to check with the local NREN that they are also happy with the arrangement. There have been instances where it can trigger local conflict which we want to avoid.

We can only do our best to maximize benefits to our community. Sometimes we will not be able to keep 100% of the people 100% of the time, that's life, but we can try (smile) .

Task

Completed

Comments

Pre Meeting Checks

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  • see notes above

Confirm Date

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Add any event which may be of interest to the community to the TERENA Events Calendar

Find a local organiser

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Send them the local host arrangement details.

Confirm the budget and cost allocation

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Please read the guide linked on where and how budget can be allocated.

Payment arrangements

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Check where / how / who for invoices and payments.

Internet Infrastructure

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eduroam or other connectivity requirements.

Remote Participation?

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Is Video Conferencing, MCU, Adobe Connect required?

Event registration created?

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Do you have maximum attendees or a registration deadline? Request dietary requirements.

Event linked to relevant activities?

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TF-*/event web-page updated?

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Contact Chair/PC regarding the Agenda/Programme

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This may take multiple iterations

Event catering - tea/coffee/lunch

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Who's paying + how?

Event dinner?

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Who's paying + how? Vegetarian or other dietary requirements.

Travel booked?

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Retain for your expenses! If > €200 get your line manager approval.

Accommodation booked?

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Promote event via Mailing lists + News and plan for news after the event

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Talk to Comms/PR for more information.

Talk to Comms/PR regarding materials to take / send

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 Comms will want to include this in their forward planning, especially if updates are required to e.g. infosheets

Pre-Event

Task

Completed

Comments

Send reminders to the attendees or relevant mailing lists

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Stickers/Name Tags?

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Printed Agenda?

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Collect any materials from Comms

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Confirm Venue, Catering, Payment with Local Organiser

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During the Event

Task

Completed

Comments

Run Registration

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Attend the Event

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Take Minutes

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Take Photos (many)

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Upload ASAP to a relevant folder in Samba / images and notify Comms

Collect Presentation Slides

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In PDF, PPT, ODP formats as appropriate*

Upload Presentations to Event Page + Link into Agenda

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Schedule the next event

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Call for hosts + future dates

* By preference, PPTs should be converted to PDF before uploading to a webserver. Occasionally this is not possible due to embedded video or text animations, but as a rule PDF is best. Check with speakers if any sensitive information should be left out.

Post Event

Task

Completed

Comments

ASAP Provide photos, info etc. to Comms for news item &/or Annual Report

(tick) (error)

 

Chairman to thank local hosts

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Write-up Minutes/Notes and publish

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Collate Evaluations and Assess

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Close Registration (if not automatic)

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Copy Existing Meeting Page to New Meeting Page

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Just easier to copy it now!

Remove Registration Links from Webpage

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Update Webpage (change to the past tense)

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will -> was for example

Start the long term planning for the next event

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Best Practices

Agenda Topics

  • evaluation mechanisms (paper, web, audience response)
  • planning checklist
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