MEETING CHECKLIST

(Print in landscape format)

(last updated ________)

Name of Workshop:   ________________________________________

Date of Workshop: ____________________

Name of LOC Primary Contact: ______________________________ Funding Source and Amount:__________________

Will there be a Workshop Reception? ______

Will there be a Workshop Dinner? ______

The information below is for your reference

ACTION ITEM

TIME FRAME

RESPONSIBILITY

STATUS

DATE COMPLETED

Get approval from local decision maker for the workshop and workshop budget

At least 6 months before the workshop

LOC Primary Contact 

 

 

Discuss schedule/availability for workshop dates with meeting coordinator

At least 6 months before the workshop

LOC Primary Contact 

 

 

Finalize the workshop dates, title, speakers, hotel needs, special events, registration fee and budget with meeting coordinator

At least 6 months before the workshop

LOC Primary Contact

 

 

Submit request to local graphics person for the workshop poster (announcement)

At least 6 months before the workshop

LOC Primary Contact

 

            

Reserve auditorium/conference rooms, reserve blocks of rooms at local hotels

At least 6 months before the workshop

Meeting coordinator



 

 

Submit an event form with all workshop requirements for appropriate signatures

At least 6 months before the workshop

Meeting coordinator

 

 

Mail out announcement of workshop, post on World Wide Web, send announcement to PAMnet/Astrolib

At least 6 months before the workshop

LOC Primary Contact

 

 

Contact local accounting person to set up workshop account number for registration fees if applicable

4 months before the workshop

Meeting coordinator

 

 

Discuss the details for catering needs for the breaks, dinner and registration reception with meeting coordinator

3 months before the workshop

LOC Primary Contact

 

 

Meet with caterers to draw up contracts

3 months before the workshop

Meeting coordinator

 

 

Select chairpersons for each session of workshop

2 - 3 months before the workshop

LOC Primary Contact

 

 

Advise participants receiving financial assistance of budget amount awarded

2 months before the workshop

Friends of LISA treasurer

 

 

Process registration forms, compile list of workshop participants, compile guest list for hotels 

As received

Meeting coordinator

 

 

Meet with facilities to discuss shuttle schedule to and from hotels, set ups in lobby area for registration, conference room for posters, housekeeping needs

2 months before the workshop

Meeting coordinator

 

 

Review participant list and budgets with meeting coordinator

1 month before the workshop

LOC Primary Contact

 

 

Mail out participant packages (if applicable)

1 month before the workshop

Meeting coordinator

 

 

Confirm all arrangements with caterers, hotels, facilities, auditorium/conference room reservations

2 - 3 Weeks before the workshop

Meeting coordinator

 

 

Arrange for audiovisual and microphone needs for auditorium

2 weeks before the workshop

Meeting coordinator

 

 

Give final count to caterers, final guest list to hotels

7 - 10 days before the workshop

Meeting coordinator

 

 

Prepare participant registration packages, participant name tags, information desk materials

5 - 10 days before the workshop

Meeting coordinator

 

 

Give participant list to receptionist

3 days before the workshop

Meeting coordinator

 

 

Meet with meeting coordinator  for final review of all arrangements

3 days before the workshop

LOC Primary Contact