Download - How to conduct an arma seminar
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Successful Seminars:Successful Seminars:A Case Study ofA Case Study ofARMA/NOVA ARMA/NOVA Fall 1999 SeminarFall 1999 Seminar
George D. Darnell
President, ARMA/NOVA
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Seminar PurposeSeminar Purpose
Professional EducationChapter Fund RaiserEstablish Chapter PrideSupport Theme for the Year:
Back to Basics
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Seminar GoalsSeminar Goals
Cover Basic Skills Minimize Risk – ($3773 Beginning Balance)
Recruit Members Keep Costs Low Provide Quality Presentations
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Planning StepsPlanning Steps
Organize Committee– Assign Responsibilities– Set Decision Authority
Set Date Find Site– Select Meals/Snacks
Set Agenda & Length
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Planning Steps, cont.Planning Steps, cont.
Set Fee for Members/Non-members/Sponsors
Method of Payment Qualify for CRM Continuing Credits Certificate of Completion Handouts/Goodie Bags
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Planning Steps, cont.Planning Steps, cont.
Find Speakers– Provide Honorarium/Expenses
Find Sponsors– Provide Space/Tables
Provide A/V Equipment Design Brochure Advertise/Market
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TeamTeam
Committee– George Darnell, President– Joe Hardy, Past President, COB– Barbara Willard, Education Director– Sherrill Gibson, Membership Director– Alyssa Sherman, Treasurer– Betty Burton, Newsletter Editor
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SiteSite
Marco Polo Restaurant– Convenient Location– 100 person capacity meeting room– Buffet Lunch (Standard or Special)–Morning and Afternoon Snacks– No Rental Fee– Cost = $25/person + Tax & Gratuity
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SpeakersSpeakers
Ann Winstead– Fairfax County Schools (Retired), Member
Angela Tayfun, CRM, TRW, Member Sylvia Lacy-Crow
– British Aerospace, Member
Sherry D. Smith, CRM – U.S. Treasury, Non-member
Robert F. Nawrocki, CRM– Dynamics Research Corp., Member
Jay Forman, CRM, CIA
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Agenda/Schedule - MorningAgenda/Schedule - Morning
8:30 Registration/Breakfast 9:00 Developing & Managing
a Records Program 9:50 Break10:10 Active Files Management11:00 Records Retention
Scheduling11:50 Buffet Lunch
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Agenda/Schedule - AfternoonAgenda/Schedule - Afternoon
1:00 Inactive Records Storage & Disposition
1:50 Break 2:10 Electronic Records
Management 3:00 Records Management
Resources 3:50 Seminar Closing
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Marketing MethodsMarketing Methods
MS Publisher Tri-fold Brochure– 8-1/2x11 sheet - 2-sided landscape– included in Sep & Oct Newsletter– Contained
• Agenda• Speaker Bios• Directions• Registration Form• Contact Information
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Marketing Methods, cont.Marketing Methods, cont.
No Mass MailingE-mailed Region Presidents– offered Brochure in MS Pub & PDF– included in some chapter newsletters
Obtained database of Unaligned Members in Region– Sent E-mail invitation & PDF Brochure– Sent Letter invitation & Brochure
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Marketing Methods, cont.Marketing Methods, cont.
Provided Brochure to WebmasterRecords Management Listserv– Posted invitation & Brochure
Juan Lacey sent E-Vite to– Chapter & Unaligned Members
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Marketing Methods, cont.Marketing Methods, cont.
Treasurer sent E-Vite– Followed up leads with phone call
President’s E-mails reminding members
Personal invitation from members
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TimelineTimeline
July 13 - Theme Decided - Committee Formed
July 16 - Site Arrangements Confirmed
Aug 4 - Generic Schedule SetAug 15 - Agenda & Speakers
Confirmed
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Timeline, cont.Timeline, cont.
Aug 30 - Vendor Sponsors Confirmed - Speaker Bios & Blurbs Final - Brochure Designed (MS Publisher)
Aug 31 - Brochure E-mailed to other chapters
Sep 1 - Brochure included in newsletter
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Timeline, cont.Timeline, cont.
Sep 15 - Brochures printed for chapter meeting - Seminar info sent to Webmaster
Sep 17 - President’s E-mail to members
Sep 24 - 099 MAT Listing received
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Timeline, cont.Timeline, cont.
Sep 27 - E-mail Invitation to Unaligned Members
Sep 30 - Snail mail Invitation to Unaligned Members
Oct 6 - Listserv Invitation Posted - No Paid Registrations Yet - Nothing on Webpage
Oct 13 - E-mail Reminder to Members
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Timeline, cont.Timeline, cont.
Oct 20 - Webpage Fixed - Juan’s E-Vite to Region, Chapter & Unaligned
Oct 25 - Treasurer’s E-ViteNov 2 - President Hospitalized
VP & Committee took over Last minute registrations
Nov 9 - Seminar Conducted
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ResultsResults
Attendance:– 14 Members• 2 Local• 4 Unaligned• 8 Other Chapters
– 11 Non-Members– 7 Sponsors– 6 Speakers
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Results, cont.Results, cont.
Attendees came because of (includes sponsors):– 12 Juan Lacey’s E-Vite– 6 Treasurer’s E-Vite– 6 Treasurer’s Phone Call– 8 Personal invitation from member
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Results, cont.Results, cont.
Income– 14 Members @ $ 99 = $1386– 11 Non-Members @ $124 = $1364– 7 Vendor/Sponsors @ $100 = $ 700– 2 Vendor Guests @ $ 25 = $ 50– Total $3500
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Results, cont.Results, cont.
Expenses– Gifts for Speakers $150.00– Travel- Speaker $8.20– Projector Rental $26.38– Postage-Flyers $31.35–Marco Polo $1105.85– Total $1321.78
Net Profit $2178.22
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Questions?Questions?