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9
MANAGING SPECIAL EVENTS

A. Writing An Annual Plan

Chapters that sponsor successful and enjoyable events and

programs begin with good, solid long-range planning. Successful

planning begins many months or even a year in advance of

meetings and activities.



Each summer, the newly elected officers and chairpersons

should take time to develop a complete yearly calendar of

chapter / club meetings, events, gatherings and service projects.

A chapter / club plan should allow for a variety of activities which

will appeal to a broad range of alumni - from alumni who have

celebrated their 50th reunion to the most recent graduates, from

the Dawg sports fan to the individual more interested in the

university's academic and research programs. Chapters and

clubs should be careful not to let one aspect of the university

dominate its annual schedule of activities.



A written plan will serve as a helpful guideline for your chapter /

club. It also allows the alumni staff to plan more effectively for

speakers and any other campus resources events may require

as well as help market activities better. Take time to review the

chapter / club annual plan at least once a month to monitor

progress. Make certain the chapter /club is meeting its goals and

objectives and is adhering to the “Standards of Excellence.” Always

keep in mind the eight/ten week lead-time needed to process

requests for chapter / club newsletters, announcements and

invitations. A ten week lead-time is required for a limited number

of chapters / clubs where timely postal delivery is not as reliable.



Changes to a chapter / club annual plan need to be

communicated to the Alumni Association staff.



Helpful Long-Range Planning Tips

• Be realistic - do not plan events just to fill up a calendar.

Several quality, well-attended events are much better than

many haphazard or ill-planned activities.

• Consider budgetary requirements for all chapter /club

expenses. All chapter events should be self-sustaining.

• Emphasize traditional events that the chapter /club has

successfully sponsored in the past.

• Admissions programs should be coordinated with the

Admissions Office staff. Refer to the Admissions section of this

handbook.



• Take time to "brainstorm" and consider new ideas for events

and

projects.

• Fellowship is important - everyone enjoys a fun time. Service is

more important and requires ample attention.





B. Tips On Successful Alumni Programming

 Meet deadlines and follow timelines.

 Set your calendar a year in advance and share it with the

Alumni Association.

 Take advantage of every opportunity to promote your event.

 Publicize your event through mail, phone calls, email, Internet,

and local media.

 Vary your schedule to include formal and informal programs,

as well as activities that encourage family participation.

 Involve new people through special events or invitations.

Chapter / club leaders should be sure to introduce themselves

to new guests.

 Provide opportunities for alumni to meet each other (wear

nametags, etc). If they establish friendships at the first event,

they’re likely to attend future programs.

 Have board members actively participate in programs by

meeting people, working the registration desk, etc.

 Avoid “open” or “hosted” bars. Never serve alcohol at an event

where minors are the majority audience. Review the Alcohol

Policy and adhere to it.

 Be conscious of guests’ special needs, such as access to

meeting facilities, dietary restrictions, etc.

 Visit your meeting site in advance to learn directions,

audio/visual systems, parking, etc.

 Display signs directing guests from all entrances to the

meeting room.

 Thank special guests and volunteers for their service.

 Have at hand a list of all who have responded, especially

when they have paid in advance. All event mailings should

have a response mechanism.

 Have a sign-in sheet with space for name, class year,

address, email address and phone number. This greatly

facilitates the record-keeping and accuracy of the chapter /

club mailing list. Be sure to send copies of the sign-in sheets to

the Association after the event.

 Keep all comments and announcements to a minimum

following a guest speaker or performer. Also try to schedule

the speaker or performer near the middle of the program, so

that people will have ample opportunity to leisurely socialize

and meet the individual(s). Often, an event becomes livelier

after some “food for thought” or interesting news from UGA.

 Follow-up any guest speaker’s visit with a thank you. Faculty

and other guests are not paid for their time, they volunteer to

attend the chapter / club event. Much like the famous job

interview maxim, speakers receive hundreds of invitations and

requests, but they receive few notes or tokens of appreciation

after the event. Your note of thanks will set you apart as being

truly appreciative.

 Plan your business meetings around a dinner or casual event

to encourage attendance.

 Have Association Membership forms available and encourage

people to join.

 After each function, complete the After Event form and send it

in to the Alumni Association.





C. Keys To A Well-Planned Event

The success of any chapter / club event greatly depends upon

effective and timely planning. Many popular activities have been

undertaken by chapters / clubs who did not plan properly,

resulting in a less than successful event and disappointed

alumni. Following are some tips to help you avoid such results.



• Employ the time and talent of people who will work

enthusiastically and effectively to take the plan and develop it

into an event.

 The same degree of attention should be given to an event for

ten people as to an event for a group of one hundred people.

 Plan a year of events at one board meeting. This will allow the

chapter / club to effectively coordinate, publicize and execute

events. Planning this far in advance is necessary when trying

to establish a reasonably accurate budget and schedule of

meetings. Planning a year in advance is beneficial to the

Alumni Association as well in terms of allowing enough time to

market events, secure speakers or performers and more.

 Study the demographic material supplied by the Alumni

Association and use that information to assist you in planning

a well-rounded year of events.

 Diversify your events.

 Maximize Attendance: High attendance is essential to a good

chapter / club event. It is the organization’s responsibility to

take the necessary steps to ensure maximum attendance with

consideration to the chapter / club membership, the visiting

speaker(s), and financial considerations. Establishing a phone

committee can prove critical to your success. Mailings do not

ensure attendance. A phone call can always help remind

someone of the upcoming event and help you personally

touch each of your members. Remember to ask the person

that you are speaking with to call someone else and invite

them to attend as well.



D. Program Diversity



Your programming calendar should include events as diverse as

the alumni in your chapter / club area. While you probably have

certain events that people look forward to each year (Game

Watching Parties, Holiday Social, etc.), it is also important to

incorporate exciting new events which appeal to the various

members of the chapter / club. The only limitation is your own

imagination.





E. Chapter & Club Telephone Network



Of all of the recommended organizational ideas in this handbook,

the establishment of a telephone network is the most important.

Our experience has shown that chapters cannot rely on direct

mail and e-mail alone and expect the best response from their

alumni. Personal contact is the most effective way to persuade

another person to do something, whether to give money, to

support group goals and objectives, or simply to participate in

group activities.



Since face-to-face personal contact is not always feasible in

communicating with chapter members, the telephone has proven

to be the next best alternative. Getting information to members

and obtaining their responses by telephone is quicker than the

mail, and the personal touch of direct conversation has been

shown to be the best method to increase attendance at events

and ensure support for other chapter and university activities.



Having a current phone network in place can be invaluable to

chapter leaders, chapter members, and to the university. If

chapters wish to conduct an event with short notice, and there is

not sufficient lead time to mail a notice, the phone is an excellent

way of spreading the word. When alumni support is needed for

important legislative issues on short notice, the phone network is

also valuable.



The Alumni Association recommends that a Network

Chairperson be selected. That person should contact the

chapter's Alumni Association staff liaison and request an

alphabetical roster by zip code of all names, addresses, and

phone numbers of alumni in the chapter. The roster will show

that, in most cases, geographic boundaries of chapters do not

require long-distance calls between members.



The Network Chairperson should select 11-21 names from the

alphabetical roster, call the top person on that short list and ask

them to serve as the Principal Caller for that short list, and mail

everyone in that group a copy of that short list. Continue the

process: divide the entire master roster into short lists; identify a

Principal Caller for each short list; make sure each member has

received a copy of the appropriate short list. (When the number

of short lists is extensive, the phone chair may need to recruit

Network Assistants to help make the initial contacts with

Principal Callers.)



We are sure you will find the telephone network invaluable for

improving communications with chapter members. When contact

with chapter members is necessary, the chairperson need only

relay the current message to the Principal Callers (or to the

Network Assistants) and request that they contact the other

members on their lists. If the chairperson cannot reach a

principal caller, the chairperson can recruit a temporary principal

caller to contact that particular short list with the current

message.



1. The Telephone Chairperson selects Principal Callers (Callers

1-10 on diagram), and assigns each Caller people to call.

2. The Telephone Chairperson gives each Caller the current

message.

3. Callers phone their assigned people and record a response

from each.

4. Callers give the responses to the Telephone Chairperson, who

gives the information to the people who need it.

F. EVENT TIMELINE



The Association’s guideline to planning and publicizing an event

is provided below. Using the timetable and procedures will help

ensure the success of your programs. (A July 1-June 30 fiscal

year is recommended so that the chapter is in accordance with

the Association’s fiscal year.)



Six Months Before the Event - A planning team should be

assembled. This team will be responsible for the following

logistical requirements.



1. Location - A site should be secured for the event. Events and

event sites are to be open to all alumni. Chapter / club events

shall be held in a venue where alumni of any sex, race, creed,

color, religious affiliation or sexual orientation are welcome.



2. Meals - Arrangements should also be made for catering

services required. When appropriate, menu choices, a

contract and price quotes should be obtained. Decide who will

prepare and serve food and beverages. Consider the type of

event and the cost associated. Take into consideration the

dietary needs of your audience and offer a variety of food.



3. Invitations - Any special needs such as invitations, special

guest lists, etc. must be communicated

to the Alumni Association. The Association will bear the cost

of printing and production.



4. Contracts – Contracts associated with events can only be

signed by the Alumni Association.





Eight Weeks Before the Event –

1. Provide all details about the event to the Alumni

Association. Complete information should include the date, time,

location and cost of the event as well as an RSVP deadline,

RSVP contact name and address, directions to the event and

specifics about what is included in the cost of the event.



2. Upon receipt by the Alumni Association the information

will be formatted for an invitation, with appropriate graphics and

text added to conform to the chapter / club’s wishes and the

Association’s requirements. The event will also be posted on the

appropriate web sites and marketed in accordingly.



Seven Weeks Before the Event – A draft of the invitation will be

sent to the chapter /club representative for review and approval.

Changes must be communicated immediately to the staff liaison

to allow adequate time for corrections and production. Limiting

the number of design and information changes at this stage will

greatly expedite the process for the chapter. Chapters / clubs

that require more than three drafts will likely experience delays in

the schedule described here.



Six Weeks Before the Event - With all final changes made, the

newsletter or invitation will be finalized and produced.



Four to Five Weeks Before the Event -

1. The invitation will be mailed to the appropriate mailing

group. Timing for the mailing will depend upon the mailing option

(1st, 3rd class) used.



2. The UGA Alumni Association will be prepared to start

receiving RSVPs for this well-planned event.



Three to Two Weeks Before the Event - The Telephone

Committee should begin calling area alumni to personally invite

them to the event and answer any questions that they may have.



Three - five days from event date

1. Determine final guest count for caterer/site etc.



2. Determine how many “walk-ups” can be accommodated

Day before the event

1. Pull together all the materials needed for the event (scissors,

banners, tape, nametags, pens, door prizes, raffle tickets,

registration lists, sign-in sheets, Membership Forms, etc.).



2. Make one last mental run-through of the event



Day of the Event - Arrive at your event at least one hour early to

check and prepare the room. Remember to bring your chapter /

club signage, nametags, attendance lists, Membership forms,

pens, sign-in sheets, address update sheets, etc. Be on the

lookout for new volunteers, greet guests as they arrive and take

photos.



Since the event was so well publicized and planned, relax

and prepare to have a great time with fellow alumni.



After the Event – Complete the Event Evaluation form and return it

to the Alumni Association. This is very important for historical

and record keeping purposes. The form can be found online

under Chapter / Club Resources on the Alumni Association Web

site. Also send in a copy of the sign-in sheets so the Alumni

Association can track who is attending events. Send thank you

notes to speakers, special guests or sponsors. Hold a debriefing

meeting with your committee, make and keep notes for the

future.



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