Retirement Planning Seminar Timetable

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City/Town  
Date  
Time  
Location  

Speaker25

 

Task Date
Assemble folder for city/town  
Generate mailing list/phone numbers/mailing labels when seminar is scheduled  
Meet with planning committee (List names, addresses, phone numbers)  
Set date, choose location, speakers  
Arrange location, select menus, choose room
arrangement; Sign contract if applicable
 
Send written confirmation of location, menu, room
arrangement
 
Determine cost if there is a charge  
Recruit presiders and speakers  
Send written confirmation to program presenters  
Send mailing list to appropriate collaborators to
solicit their support in program promotion. Ask for
additional names to add to mailing list
 
Order/prepare mailing labels for date saver/invitation  
Design date saver/invitation/flyer. Send for review  
Have date saver/invitation/flyer printed  
Mail completed flyers  
Mail date saver  
Hand write or print addresses on invitation  
Mail invitation  
Write and send media releases for newspaper,
newsletter (long and short articles)
 
Prepare handout packets for seminar participants one week before confirm number of participants with seminar facility  
Complete seminar checklist of things to take  
Check out and pick up audiovisual equipment  
Confirm last minute details with speaker  
Conduct seminar  
Debrief seminar  
Write and send thank you letters (speakers, & planning committee)  
Send followup information to attendees  
Update budget worksheet  

 

 

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This material is based upon work supported by the Cooperative State Research, Education, and Extension Service, U.S. Department of Agriculture, under Agreement No. 2001-38857-01200.

Any opinions, findings, conclusions, or recommendations expressed in this publication are those of the author(s) and do not necessarily reflect the view of the U.S. Department of Agriculture.

 


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