Pacific Coast Region WOCN

 

Process Document

 

Education Coordinator


Updated: Aug. 2012

 

Duty

Implementation

Target Date

Personnel Involved

Equipment/Supplies

1.   Develops implements, coordinates and promotes well-structured continuing educational programs.

 

Organizes Spring education program.

1.   Selects date, city and hotel.

2.   Signs contract.

3.   Treasurer checks contract and sends deposit and completes credit application.

4.   Organizes audio-visual needs.

5.   Organizes meal and layout needed at hotel.

6.   Meets on-site event planner assigned to PCR conference on day prior to program.

7.   Writes thank you notes to vendors for attendance and special thanks to those that sponsored speakers.

1.   9-12 months prior to program.

2.   8-9 months prior to program.

3.   6-9 months prior to program.

4.   3 months prior to program.

5.   3 months prior to program.

6.   1 day prior to program.

7.   1 month prior to program.

Education coordinator and committee

Computer, photocopier, fax, email, stamps, phone

2.   Recruit sponsorship for speakers.

 

1.   Sends letter to all vendors on list requesting speaker sponsorship.

2.   Writes grants to secure funds for speakers.

1.   April-May.

2.   May-June.

 

Education coordinator and committee

Computer, fax, stamps, email

3.   Arranges speakers for education program.

 

1.   Contacts speakers.

2.   Writes letters confirming speakers and honorarium and specifics.

1.   June-July.

2.   June-July.

Education coordinator and committee

Computer, email, phone

4.   Organizes components of brochure.

 

1.   Selects title of conference, writes objectives, writes hotel description, determines cost for participants.

2.   Sends above written areas to graphic artist to develop brochure (allow 10-14 days for completion).

3.   Sends brochure from graphic artist to printer (allow 5-7 days for printing and mailing).

1.   6 months prior to program.

2.   5 months prior to program.

3.   3 months prior to program.

Education coordinator

Computer, email, phone

5.   Recruits person to do vendor portion of program.

 

1.   Develops a letter to solicit vendors.

2.   Sends letter by hard copy and email.

1.   6 months prior to program.

2.   6 months prior to program.

Education coordinator and committee

Computer, email, phone

6.   Recruits person to do registration.

 

1.   Arranges for registration person to have registrations listed on spread sheet.

1.   6 months prior to program.

 

Education coordinator and committee

Computer, email, phone

7.   Contacts Ways and Means Chair.

 

1.   Arranges evening event (e.g. Silent Auction)

1.   6 months prior to program.

 

Education coordinator and committee

Computer, photocopier, fax, email, phone

8.   Organizes syllabus for printing and other printing needs including evaluation sheets and signage to acknowledge sponsors.

1.   Obtain syllabus materials from speakers.

2.   Send materials to printer.

3.   Develop evaluation sheets.

1.   1 month prior to program.

2.   2 weeks prior to program.

3.   2 weeks prior to program.

Education coordinator

Computer, photocopier

9.   Keeper of LCD projector, laser pointer, remote control for computer.

 

1.   Keeps LCD projector, laser pointer, remote control for computer in possession between conferences.

2.   Purchase batteries for laser pointer and remote control for computer.

1.   Ongoing.

2.   1 week prior to program.

Education coordinator

N/A

 

 

Skills Needed

Material/Equipment Needs

1.   Organizational skills

2.   Leadership skills

3.   Computer knowledge (email, Word, Power Point)

4.   Time management skills and flexibility

5.   Interpersonal relationship skills

6.   Travel flexibility

1.   PC (preferable) or MAC with internet connection

2.   Telephone

3.   Fax machine (preferable)

4.   Postage stamps

5.   Flash drive

 

 

Officer Transfer Sheet

The following materials have been turned over to the incoming Education Coordinator _______________________________ by outgoing Education Coordinator ___________________________________ on _________________________.

 

(Give this transfer sheet to Secretary after transfer is completed)

 

1.   LCD projector.

2.   Remote control for LCD projector.

3.   Laser pointer.

4.   Flash drive.

5.   Stationary, envelopes and notecards (from outgoing officer or Secretary).

6.   Business cards (order from Treasurer)

7.   PC with all current documents.