Potential use of following checklist (recommended only when all named individuals have access to the software):
Name - Provide the Name of Title of the individual who will complete the action identified.
First - - Status - ASSIGNED, URGENT, CRITICAL, READY, DONE, etc.
Second - - Suspense Date - Month and Day the action must be completed.
Third - - Completed Date - Month and Day the action is completed - also change status.

SAMPLE:
Joe - DONE - July 7 - July 5 - Update materials - pay particular attention to new handout materials.

The use of this protocol will enable CapacityWare to list specific lines on the Event Priorities Report.

Instructions: Highlight the lines below (all or any section desired), then place this information on the clipboard by using Ctrl + C. Paste the information into the PRE/POST Event Requirements window in the CapacityWare Activities module using the PASTE action button.

A. Pre-event Planning.
Name - - - - Review Calendar.
Name - - - - Create Event Files.
Name - - - - Identify and Form Event Team.
Name - - - - Conduct Pre-event Planning.
Name - - - - Complete Client Preparation.
Name - - - - Finalize Event Design.

B. Pre-event Production.
Name - - - - Update materials.
Name - - - - Produce Materials.
Name - - - - Provide for Music, Photography, References, and Videography.
Name - - - - Complete Procurement.
Name - - - - Assemble Event Packages.
Name - - - - Invite Attendees/Participants.
Name - - - - Process Participation Confirmations.
Name - - - - Distribute Advance Materials.
Name - - - - Download Event Data.

C. Transition to the Event Environment.
Name - - - - Review Planned Requirements.
Name - - - - Arrange Suitable Transportation.
Name - - - - Load Identified Event Items.
Name - - - - Unload and Place Items.
Name - - - - Manage Room Setup.
Name - - - - Investigate Facility Features.

D. Conduct the Event.
Name - - - - Arrive and Arrange the Facility.
Name - - - - Greet and Orient Participants.
Name - - - - Implement Agenda (OMR Design).
Name - - - - Create Charts.
Name - - - - Manage Charts.
Name - - - - Manage Handouts.
Name - - - - Manage Music, Photography, References, and Videography.
Name - - - - Manage Breaks (and Refreshments).
Name - - - - Manage Exercises and Learnings.
Name - - - - Manage Check-ins, Check-ups, and Check-outs.
Name - - - - Manage Awards, Recognitions, and Certificates.
Name - - - - Manage Attendance Records.
Name - - - - Manage Facility Comfort.
Name - - - - Manage Interruptions.
Name - - - - Complete Participant Evaluations.
Name - - - - Manage Guest Departures.
Name - - - - Pack Items for Transition.
Name - - - - Exercise Departure Protocol.
Name - - - - Complete Clinic Event.

E. Transition from the Event Environment.
Name - - - - Arrange for Transportation.
Name - - - - Load Items for Transition.
Name - - - - Unload Items and Return to Storage or Dispose.
Name - - - - Reconcile Supplies and Materials.
Name - - - - Return Equipment.

F. Post-Event Considerations and Actions.
Name - - - - Transcribe and Distribute Charts.
Name - - - - Manage Photographs and Videos.
Name - - - - Update Attendance Records.
Name - - - - Prepare Completion Certificates.
Name - - - - Formalize Clinic Results.
Name - - - - Update Records and Files.
Name - - - - Update, Upgrade Technology.
Name - - - - Identify, Order, and Acquire Needed Supplies, Materials and Equipment.
Name - - - - Conduct Event Record and/or File Closeout.

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Copyright Leadagement Technologies, Inc. All rights reserved. (757) 591-0807 - CC - June 2004 - Attachment #1 to Tab 7, CapacityWare Administration Manual