Siobhan+Ohmart

Design Document
 * Siobhán Ohmart **
 * 02-14-10 **

How Plan and Implement an Offsite Meeting or Symposium
 * Course/Program Title: **

To train meeting planners in the skills they will need to become successful meeting planners.
 * Course goals: **

Corporate planners and/or trainers. The learner should have some background managing group events on-site before doing off-site meetings. Then learner should be familiar with the computer and online capabilities as their management data will most likely need to be brought with them on a laptop or accessed remotely from the site. This group should be highly motivated, energetic and have strong management and fluent social skills.
 * Intended audience: **


 * Delivery method: **

This will be an online course using the following delivery methods: 1. Readings 2. Online Research 3. PowerPoint presentations 4. Video Instruction

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 * Instructional approach/strategies/methods: **

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 * Instructional materials: **

**Module 3 Activity Exercise:** Problem**: How to design the floor plan for the meeting space.** Visual **– Using a drawn floor plan to experiment with various options for the assignment of space in 2d and using perspective to accommodate the 3D view. This gives the visual learner a chance to ‘see’ the space and visually move through it trying out the options. It helps to have a site visit as well or at the very least photographs to use as references. Often the visual learner will actually need to be in the space to conceptualize accurately.** Logical **– Creating a diagram in two dimensions using data and measurements. The logical learner then has concrete evidence to back up the plan. However, in spatial design this can fail as what seems to be available in a measured design can often be reversed by the actual architecture. This information should be used in conjunction with the fuller visual planning.** Kinesthetic **– A great tool is to take the ‘pieces’ of the plan and physically move them around a space. This can be done using measured paper bases and post-its cut to scale to try different models.**

=Module 4 Assignment= Syllabus for How to Plan and Implement Offsite Training Resources: · Articles · Books/Manuals · Images · Links · PowerPoint Presentations · Professional Organizations and Publications · Videos · Web Sites Software: · Flip Video Software · Google Sites · Microsoft PowerPoint · Moodle How to Plan and Implement an Offsite Training Online __ Welcome Class! __ (Insert Video Link) Classes begin March 1 and end the week of May 12, 2010. || Please post all general questions to the discussion board for everyone's benefit  || Recommended Reading || TBD TBD || Grade Percentages: 60% - Final Project 25% - Feedback Responses/Wiki work 20% - Weekly Assignments || · Locate and negotiate a contract for an appropriate venue for the event · Design a program plan and coordinate the speakers · Manage attendance and registration of the participants · Contract with external vendors for onsite requirements · Research, contract and coordinate extra-curricular activities · Design and create appropriate Banquet Event Orders · Manage the live event and supervise staff and vendors || TBD TBD ||
 * General Course Info ||
 * || On The Road Education 101
 * Prerequisite Skills ||
 * Skills || Basic computer skills:
 * Basic operating system skills (opening applications, file management)
 * Basic Microsoft Office application knowledge
 * Internet (basic ability to navigate the Internet, search, upload/download files ||
 * Instructor Information ||
 * Name || Siobhán Ohmart  ||
 * E-mail || __ siobhanohmart@gmail.com __ ||
 * Phone (H) || 781-293-6478  ||
 * Phone (W) || 617-679-1511  ||
 * Office Hours || Periodic Virtual Office hours to be announced throughout the semester and available by appointment via e-mail.
 * Course Information ||
 * Course Title || How to Plan and Implement an Offsite Training ||
 * Course Description || This course is for the student who wants to learn how to organize and manage an effective, well designed offsite or destination educational event.  ||
 * Textbook:
 * Grading || Grade Type: Whole Letter Grade (A - F)
 * Course Goals ||
 * Student Goals || Upon completion of the course students will be able to:
 * ** Final Project ** || Students will create a sample event based on the results of their class work and feedback. The final project deliverables will be:
 * A sample venue contract
 * Program plan and agenda
 * Registration matrix with supporting documents
 * Room design plan for the meeting space
 * Document the method used to choose external vendors with a sample contract /s
 * BEO sample with explanation of choices ||
 * ** Accommodations ** ||
 * || Section 504 and the American with Disabilities Act of 1990 offer guidelines for curriculum modifications and adaptations for students with documented disabilities. [|A Guide to //Disability// Rights Laws] ||
 * ** Lesson 1 ** ||
 * ** Topic ** || ** How to Plan and Implement an Offsite Training ** ||
 * ** Course Begins ** || March 1, 2010 ||
 * ** Objectives ** || Upon completion of this lesson, students should be able to:
 * Understand the course requirements
 * Navigate LMS and post to the discussion board
 * Access the class wiki and introduce yourself
 * Define some of what makes a successful educational event
 * Readings: **
 * Assignment/Discussion: **
 * ** Lesson 2 ** ||
 * ** Topic ** || ** Needs Assessments and Defining Clear Goals for Your Event ** ||
 * ** Objectives ** || Upon completion of this lesson, students should be able to:
 * Define the purpose of the event
 * Identify the target audience
 * Coordinate with participants/planning committee ||
 * **Readings**
 * Activities **
 * **Readings**
 * Activities **

Create a timeline for a 4 day meeting plan Create a needs assessment questionnaire for the planning committee or organization
 * Assignment **
 * Discussion: ** || TBD

Identify and post 3 key questions that you think should be asked at every client interview. Respond to 3 other posts. || Post a list of considerations for the venue and how your choice meets these Now that you have chosen a venue explain what compromises you were and were not willing to consider in choosing your venue. ||
 * ** Lesson 3 ** ||
 * ** Topic ** || ** Defining and Locating an Appropriate Venue ** ||
 * ** Objectives ** || Upon completion of this lesson, students should be able to:
 * Identify the type of location to meet the needs of the group
 * Identify and locate 3 possible meeting locations
 * Review the locations and their facilities and specifications online
 * Choose a location that best meets the needs of the group and document the reasons why ||
 * **Readings**
 * Assignment **
 * Assignment **
 * Discussion ** || TBD
 * ** Lesson 4 ** ||
 * ** Topic ** || ** Negotiating a Contract with the Venue ** ||
 * ** Objectives ** || Upon completion of this lesson, students should be able to:
 * Define the contract terms to meet the needs of the event
 * Set up a payment schedule and method for finances
 * Review contract with legal counsel ||
 * **Readings**
 * Activities **

TBD TBD Write a sample contract and post to class wiki ||
 * Discussion**
 * Assignment ** || TBD
 * ** Lesson 5 ** ||
 * ** Topic ** || ** Working with a Planning Committee ** ||
 * ** Objectives ** || Upon completion of this lesson, students should be able to:
 * Create a series meetings of conference calls for the planning committee
 * Construct an agenda based on the speakers availability
 * Create a database to communicate with the planning committee and the developing speaker group ||
 * **Readings**
 * Activities **

Create a sample agenda for a 4 day meeting schedule TBD Create a sample agenda for a 4 day meeting schedule || || TBD Create two separate registration forms for both speakers and attendees Create a matrix on Microsoft Excel to track registration and room pick-up Discuss the best methods to encourage timely registration and bookings ||
 * Discussion**
 * Assignment ** || TBD
 * ** Lesson 6 ** ||
 * ** Topic ** || ** Event Registration ** ||
 * ** Objectives ** || Upon completion of this lesson, students should be able to:
 * Create registration timeline
 * Create registration materials to be sent to attendees
 * Create solid links from page to page to connect
 * Test the navigation system and successfully navigate and cross navigate through all the pathways ||
 * **Readings**
 * Activities **
 * Assignment **
 * Discussion **

· // // Upon completion, students will be able to: · //<span style="color: blue; font-family: 'Arial','sans-serif'; font-size: 9pt;"> // · //<span style="color: blue; font-family: 'Arial','sans-serif'; font-size: 9pt;"> // || //<span style="color: blue; font-family: 'Arial','sans-serif'; font-size: 9pt;"><list any activities that support the objective(s)> // || //<span style="color: blue; font-family: 'Arial','sans-serif'; font-size: 9pt;"><list any media you will create or acquire for the lesson> // || //<span style="color: blue; font-family: 'Arial','sans-serif'; font-size: 9pt;"><List any readings or resources for the lesson> // || //<span style="color: blue; font-family: 'Arial','sans-serif'; font-size: 9pt;"><Explain the means of assessment to be used for the lesson> // || · //<span style="color: blue; font-family: 'Arial','sans-serif'; font-size: 9pt;"> // <span style="font-family: 'Arial','sans-serif'; font-size: 9pt;">Upon completion, students will be able to: · //<span style="color: blue; font-family: 'Arial','sans-serif'; font-size: 9pt;"> // · //<span style="color: blue; font-family: 'Arial','sans-serif'; font-size: 9pt;"> // || //<span style="color: blue; font-family: 'Arial','sans-serif'; font-size: 9pt;"><list any activities that support the objective(s)> // || //<span style="color: blue; font-family: 'Arial','sans-serif'; font-size: 9pt;"><list any media you will create or acquire for the lesson> // || //<span style="color: blue; font-family: 'Arial','sans-serif'; font-size: 9pt;"><List any readings or resources for the lesson> // || //<span style="color: blue; font-family: 'Arial','sans-serif'; font-size: 9pt;"><Explain the means of assessment to be used for the lesson> // || · //<span style="color: blue; font-family: 'Arial','sans-serif'; font-size: 9pt;"> // <span style="font-family: 'Arial','sans-serif'; font-size: 9pt;">Upon completion, students will be able to: · //<span style="color: blue; font-family: 'Arial','sans-serif'; font-size: 9pt;"> // · //<span style="color: blue; font-family: 'Arial','sans-serif'; font-size: 9pt;"> // || //<span style="color: blue; font-family: 'Arial','sans-serif'; font-size: 9pt;"><list any activities that support the objective(s)> // || //<span style="color: blue; font-family: 'Arial','sans-serif'; font-size: 9pt;"><list any media you will create or acquire for the lesson> // || //<span style="color: blue; font-family: 'Arial','sans-serif'; font-size: 9pt;"><List any readings or resources for the lesson> // || //<span style="color: blue; font-family: 'Arial','sans-serif'; font-size: 9pt;"><Explain the means of assessment to be used for the lesson> // ||
 * <span style="font-family: 'Arial','sans-serif';">Lesson content outline **
 * **<span style="font-family: 'Arial','sans-serif'; font-size: 9pt;">Topic ** || **<span style="font-family: 'Arial','sans-serif'; font-size: 9pt;">Goal/Objectives ** || **<span style="font-family: 'Arial','sans-serif'; font-size: 9pt;">Activities ** || **<span style="font-family: 'Arial','sans-serif'; font-size: 9pt;">Media ** || **<span style="font-family: 'Arial','sans-serif'; font-size: 9pt;">Readings/Resources ** || **<span style="font-family: 'Arial','sans-serif'; font-size: 9pt;">Assessment ** ||
 * //<span style="color: blue; font-family: 'Arial','sans-serif'; font-size: 9pt;"> // || <span style="font-family: 'Arial','sans-serif'; font-size: 9pt;">The goal(s) of this lesson are:
 * //<span style="color: blue; font-family: 'Arial','sans-serif'; font-size: 9pt;"> // || <span style="font-family: 'Arial','sans-serif'; font-size: 9pt;">The goal(s) of this lesson are:
 * //<span style="color: blue; font-family: 'Arial','sans-serif'; font-size: 9pt;"> // || <span style="font-family: 'Arial','sans-serif'; font-size: 9pt;">The goal(s) of this lesson are:

· //<span style="color: blue; font-family: 'Arial','sans-serif'; font-size: 9pt;"> // <span style="font-family: 'Arial','sans-serif'; font-size: 9pt;">Upon completion, students will be able to: · //<span style="color: blue; font-family: 'Arial','sans-serif'; font-size: 9pt;"> // · //<span style="color: blue; font-family: 'Arial','sans-serif'; font-size: 9pt;"> // || //<span style="color: blue; font-family: 'Arial','sans-serif'; font-size: 9pt;"><list any activities that support the objective(s)> // || //<span style="color: blue; font-family: 'Arial','sans-serif'; font-size: 9pt;"><list any media you will create or acquire for the lesson> // || //<span style="color: blue; font-family: 'Arial','sans-serif'; font-size: 9pt;"><List any readings or resources for the lesson> // || //<span style="color: blue; font-family: 'Arial','sans-serif'; font-size: 9pt;"><Explain the means of assessment to be used for the lesson> // || · //<span style="color: blue; font-family: 'Arial','sans-serif'; font-size: 9pt;"> // <span style="font-family: 'Arial','sans-serif'; font-size: 9pt;">Upon completion, students will be able to: · //<span style="color: blue; font-family: 'Arial','sans-serif'; font-size: 9pt;"> // · //<span style="color: blue; font-family: 'Arial','sans-serif'; font-size: 9pt;"> // || //<span style="color: blue; font-family: 'Arial','sans-serif'; font-size: 9pt;"><list any activities that support the objective(s)> // || //<span style="color: blue; font-family: 'Arial','sans-serif'; font-size: 9pt;"><list any media you will create or acquire for the lesson> // || //<span style="color: blue; font-family: 'Arial','sans-serif'; font-size: 9pt;"><List any readings or resources for the lesson> // || //<span style="color: blue; font-family: 'Arial','sans-serif'; font-size: 9pt;"><Explain the means of assessment to be used for the lesson> // || · //<span style="color: blue; font-family: 'Arial','sans-serif'; font-size: 9pt;"> // <span style="font-family: 'Arial','sans-serif'; font-size: 9pt;">Upon completion, students will be able to: · //<span style="color: blue; font-family: 'Arial','sans-serif'; font-size: 9pt;"> // · //<span style="color: blue; font-family: 'Arial','sans-serif'; font-size: 9pt;"> // || //<span style="color: blue; font-family: 'Arial','sans-serif'; font-size: 9pt;"><list any activities that support the objective(s)> // || //<span style="color: blue; font-family: 'Arial','sans-serif'; font-size: 9pt;"><list any media you will create or acquire for the lesson> // || //<span style="color: blue; font-family: 'Arial','sans-serif'; font-size: 9pt;"><List any readings or resources for the lesson> // || //<span style="color: blue; font-family: 'Arial','sans-serif'; font-size: 9pt;"><Explain the means of assessment to be used for the lesson> // ||
 * //<span style="color: blue; font-family: 'Arial','sans-serif'; font-size: 9pt;"> // || <span style="font-family: 'Arial','sans-serif'; font-size: 9pt;">The goal(s) of this lesson are:
 * //<span style="color: blue; font-family: 'Arial','sans-serif'; font-size: 9pt;"> // || <span style="font-family: 'Arial','sans-serif'; font-size: 9pt;">The goal(s) of this lesson are:
 * //<span style="color: blue; font-family: 'Arial','sans-serif'; font-size: 9pt;"> // || <span style="font-family: 'Arial','sans-serif'; font-size: 9pt;">The goal(s) of this lesson are: