Workshop Leader Checklist

Workshop Design and Website Development

• Set the goals and objectives of the workshop
• Set the scope of the workshop program
• Decide what participants will create/submit for the resource collection
• Set the selection criteria for workshop participation
• Write the application questions
• Set the application deadline (usually at least 2 months prior to workshop)
• Set the registration fee; this should be sufficient to cover all of the workshop leader's (or leaders') expenses
• Develop the workshop website, beginning with the index, overview, and application pages
• Develop the workshop program, paying attention to best practices in workshop design
• Work out the logistical details (room numbers, etc.)
• Expand the workshop website to include whichever of the following are appropriate: logistics page, program, registration form, participant list, any upload forms for participant submissions, and pages for those submissions

Publicity

• Think about who your target audience is
• Plan ahead: make sure your website will be ready when it's time to send out your first announcements!
• If your workshop will take place in association with a professional society meeting, your first publicity will be when abstracts have been accepted for that meeting, so that meeting attendees can plan their travel accordingly
• Think about how to get the word out to your target audience. There are many suggestions on the workshop recruitment and publicity page.

Workshop Evaluation

• Plan time for workshop evaluation, including reflection and action planning, into your program
• All Cutting Edge workshops (including follow-on workshops) collect a standard set of data for evaluation purposes. Information on these data can be found on the page about planning your workshop evaluation
  
• Your goal is 100% participation in the workshop evaluation process
• Consider doing some form of embedded assessment

Post-Workshop Reflection Report

• Write a workshop report and complete workshop reflection for evaluation
  
• How many participants attended
  
• What they learned
  
• What you learned: what went particularly well, what you would do differently if you did it again
  
• Any feedback you have about the mentoring process, both in terms of the workshop design and the website development process
  

Follow-up

• Update the workshop web pages:
• Collect and post files (presentations, posters, readings and relevant links) to the workshop program page
  
• Change workshop web pages to the past tense
  
• Collect missing, incomplete, or promised contributions
  
• Proofread the website
  
• Consult with SERC regarding incorporation of workshop results in the topical module
  
• Follow-up communication with participants, including check in on progress on individual action plans and plans for presenting at conferences or possible publications