CARL Guidelines for Program Planning - Appendix A
CARL PROGRAM PLANNING CHECKLIST
Before:
- Plan to attend first CARL Regional Leadership meeting of the year for
important orientation; be sure you have the most recent edition of CARL
Guidelines for Program Planning (CGPP).
- Allow 3-6 months to plan a program (ideally).
- Decide program specifics (topic, date, speakers, location, time, meals,
refreshments, etc..). Read introductory text of the CGPP and detailed worksheets
in Appendix B for a fuller explanation.
- As soon as you decide on a tentative date for program, contact CARL
President for confirmation of date and for inclusion into Master Program
Calendar. When date is approved, notify Regional Vice-President and Regional
IG Coordinator as soon as possible.
- Request seed money, if appropriate. See Financial
Request Form (Appendix D).
- Send conflrmation letters to speakers. If you plan on giving speakers honoraria,
send Financial Request Form to CARL Treasurer. Allow 3 weeks for delivery
of check. (See Appendix K for CARL
policy regarding speaker reimbursement).
- Send news item about program or program announcements to Regional Campus
Liaison Coordinator and Newsletter Editor as soon as possible after date
is set. (Newsletter deadlines are February 15, May 15, August 15 and November
15.)
- Request mailing labels for program announcements about 7-8 weeks in advance
of program. Allow 2-3 weeks for delivery. (See Appendix C for Mailing Label/List Request
form).
- Mail program announcements about 3-4 weeks in advance of program if
sending first class mail (six weeks if sending bulk mail). Allow 2-3 months
if sending publicity to national journals. (See
Publicity in Introductory text, Appendix B, p. 4 and Appendix E. 1
for more information about flyers). Send copies to CARL President, Regional
Vice-President, Regional Campus Liaison Coordinator, Regional IG Coordinator
and CARL Archivist.
- Prepare a program evaluation form.
After
- Prepare a program financial
report and send to CARL Treasurer and Regional Interest Group Coordinator.
Include the number of attendees who are CARL and non-CARL members.
- Send program summary to CARL Newsletter Editor
(see Appendix E).
- Send thank you letters to speakers.
- Send a preliminary annual report (can be informal) to Regional Interest
Group Coordinator before the final Executive Board meeting of the year, if
appropriate. Reports are the basis for Regional Interest Group Coordinator's
report at the final Executive Board meeting.
- After the last program is held, prepare an annual report, including names
of new officers (if known), and send to CARL President and Regional Interest
Group Coordinator by Dec. 15th.
- The outgoing Interest Group Chair should send Roster of new (calendar) year's
Interest Group Officers to CARL President by Jan. 5th.
prepared by Mari Miller, 1992 Interest Group Coordinator, 1/93
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