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1. Define it
The first step
is the hardest: identify the purpose of the conference, the target
audience (who will attend), and the outcomes (what attendees will
gain). The more specific you can be, the more likely to meet everyone’s
expectations and have a successful conference. Give the conference
a title; determine its length and the anticipated number of attendees.
2. Name a
chairperson and a committee
There needs
to be one person in charge, someone who can devote large blocks
of time to planning, communicating, and organizing. The overall
conference design committee will ideally be comprised of content
experts, people with excellent organizational and technical skills,
and representatives of potential attendees.
3. Develop
the program
Using the defined
purpose as the basis, design the program. Consider if you want to
include different specialty tracks, shared meals, field trips, break-out
sessions, panel discussions, a wrap-up session, etc. When the conference
is mapped out, take these ideas and get input from key individuals
or stakeholders; ask their perspectives on the purpose and content
then make revisions accordingly. Finalizing the program will enable
you to tell speakers exactly what you want and tell the audience
what they can expect. (Conferences may also be designed solely around
a specific speaker and topic. That means the speaker is asked, a
date is set that is convenient for him or her, and then the program
is developed.)
4. Make a
work plan and budget
Pick a date(s)
for the conference and work backwards identifying key deadlines
for tasks such as the ones outlined below. Assign people to be responsible
for each task and determine budget allocations. Registration fees
should offset the direct costs such as facility rental, meals, etc.
5. Select
and book meeting facility
Consider cost,
location/parking, room size, seating comfort, sound, lighting, audiovisual
capabilities, food service, people-flow, potential exhibit display
areas, facility staffing, etc.
6. Confirm
speakers
Speakers can
be the star attraction and make or break the conference, so handle
and work with them as necessary. Determine if fee and/or per diem
will be given. Invite via letter; follow up with phone call. Get
final confirmation of availability, topic, audiovisual needs, and
travel arrangements. Request bio information for brochure and for
introduction. Send letter with title, assigned speaking time, support
requirements, and any specific directions such as providing text
copy in advance. If there are multiple speakers, provide a list
of all speakers and their topics. Follow up just before conference
with a meeting or telephone call to go over any questions.
7. Promote
it
Generating good
publicity begins with creating an exciting, professional conference
brochure. It must have a lot of specific information but should
also be visually appealing. Have a clear, catchy title. List dates
of conference and exact name, address and location of the facility.
Describe the conference’s purpose including appropriate background
information. Include the order of events and times. Give speakers’
bios and topics. Provide lodging and transportation information
if applicable. Include registration form and instructions including
the registration deadline. List the name and telephone number of
someone who will answer any questions. Once the text is written
and graphically designed, give the brochure to a printer or produce
and copy it in-house. Mail brochures to identified target audience.
Also consider reaching the target audience in other ways such as
a notice in members’ newsletters, email messages, or posters and
flyers.
8. Open the
gates
Have a clearly
marked registration table, name tags, and prepared registration
packets. The packet may include a copy of the conference brochure,
an updated agenda, an acknowledgement of volunteers and/or corporate
sponsors, a listing of nearby restaurants, list of attendees, a
sample publication such as newsletter, a conference feedback form
and tokens or memorabilia such as from the Chamber of Commerce Visitors
Center. When it’s time to begin – and be sure to begin on time –
the host should open the session. The host can be the conference
organizer or someone else specially appointed. This person will
set the tone welcoming participants and reviewing the purpose of
the conference. Then go over logistics such as schedule, restroom
locations, guidelines for beepers and cell phones, etc. The host
should also publicly thank volunteers and recognize VIPs in attendance.
9. Follow
up
More paperwork
and logistics! Write thank you notes to all volunteers. Write thank
you notes to speakers and send payments, if applicable. Settle accounts
with facility, food services, equipment rentals, etc. If feedback
forms were completed, review and summarize in a report. Send out
proceedings to participants if provided by speakers. Update website
with after-conference photos, text of keynote speeches, etc.
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