Service

Limited

Basic

Premium

Conference Program Planning & Implementation:

Listen, consult, and help plan the program

X

X

X

Complete Program Memorandum of Agreement

X

X

X

Design/print event agenda

X

X

X

Develop and manage budget

X

X

X

CEU administration

X

X

X

Collect/collate standard evaluation feedback

X

X

X

Design/collect/collate customized evaluation feedback

X

X

Coordinate food services

X

X

Arrange for instructional/audiovisual technology at site

X

X

Arrange for site and facilities

X

X

Negotiate contracts with hotels, facilities, and vendors

X

X

Select caterer and process facility event orders

X

X

Acquire and compile speaker/instructor/VIP packages

X

X

Acquire and compile attendee packages (additional costs for duplication/printing)

X

X

Arrange for speakers, instructors, or assistants

X

X

Prepare standard completion certificates

X

X

Order materials

X

X

Coordinate hiring support personnel

X

X

Provide attendee schedules

X

X

Prepare standard attendee nametags

X

Provide customized attendee nametags

X

Provide deluxe or customized completion certificates (mats, frames, seals, ribbons)

X

Prepare tent cards

X

Proctoring

X

Prepare electronic proceedings for replication

X

Provide an on-line abstract submittal and review system

X

Coordinate transportation

X

Coordinate hotel reservations

X

Coordinate exhibits

X

Develop creative program solutions

X

Develop instructional design/detailed event content

X

Provide links to academic resources

X

Design/conduct survey/needs assessment

X

Program evaluation services

X

Registration Services: 

Register participants by phone, fax, mail, or online

X

X

X

Fee Processing (checks, cash, credit card, PO)

X

X

X

Provide customer support services

X

X

X

Record payments, provide receipts and confirmations, and process refunds

X

X

X

Provide standard on-line registration services with secure server

X

X

X

Provide final registered attendee lists

X

X

X

Provide personalized confirmation letters via email

X

Provide premium on-line registration services (multiple pricing options)

X

Provide on-site registration services (1 registrar per 100 participants for 2 hours)

X

Provide self-serve registration materials (does not include on-site registration services)

X

Compile registration materials on-site

X

Marketing and Promotional Services:

Post on Continuing Education website with link to course/program site

X

X

X

Include in Continuing Education online catalog

X

X

X

Develop marketing plan

X

X

Acquire email lists and coordinate email campaign

X

X

Send eMinders about upcoming events through the Customer Relations Management (CRM) system

X

X

Design and layout of final program

X

X

Design promotional flyer (additional costs for printing)

X

X

Design customized promotional postcards (additional costs for printing and mailing)

X

X

Press releases, news articles, newsletters, etc.

X

X

Design and place print ads (includes adjustments for multiple publications)

X

Access mailing lists and coordinate direct mail campaign (additional costs if purchasing a new mailing list)

X

Provide customized list management (membership mail list and database management)

X

Broadcast advertising

X

Design standard web site (search engine submittal and limited customization)

X

Design and develop fully customized web site, including search engine submittal

X

Brochure design and development (additional costs for duplicating)

X

Design for imprints on specialty items (such as bags, pens, folders)

X

Design conference signage

X

Design proceedings-related binding or packaging (printed or CDROM)

X

Fiscal Management:

Event account set-up and management

X

X

X

Provide expertise and guidance in University financial policies and procedures

X

X

X

Process billing and pay invoices

X

X

X

Process payments for speakers, instructors, graduate assistants, and wage personnel

X

X

X

Track financial data for the event

X

X

X

Close program and provide financial statements

X

X

X

Submit Action Sheets to hire additional personnel

X

X

X

Process vendor payments

X

X

X

Account close-out

X

X

X

Manage purchasing process

X

X

Contracts with individuals

X

X

Honoraria and travel reimbursements

X

X

Establish an account for surplus funds

X