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Education and Training Conference Timeline
Jamie - Green
Kirstan - Pink
Annette - Blue
Katie - Teal
Sherri - ?
Created by
Katie Chubb
⟶ Updated 17 Nov 2017 ⟶
List of edits
Comments
Events
Agenda at a Glance
Welcome Video
Cardbook
EVENT OCCURS
Staffing
EP Post Event
EP Invoices
EP Reimbursements
Post Event Reconciliation
Add Archives to Site
Pull Event Registration from Site
Fiscal Year Closeout
Workplan Development
Budget Development
EPL
Review Budget
Create WBS
Original EGrAMs
Workplan
Budget Trackers
Amendments
Scope of Work
Budget Tracker
FY Timeline
Content Development
EP Timeline
Staff Assignment
Client Meetings
EP RFS
EP Trello Process
EP RFP
EP Contract
EP Facility Logisitcs
Presenter LOA
EP Graphics
Process Contracts
Logo
Mood Board
Save the Date
Constant Contact Template
Exhibitor Prospectus
USI Webskin
Registration Brochure
Showcase Graphics
USI Buid
Mobile App Build & Graphics
Call for Presentations
EP Exhibitors
Exhibitors (Finance)
REGISTRATION OPEN
Table Signs
Directional Signage
Exhibitor Signage
Forms
Letterhead
Name Badge
Folder Label
REGISTRATION CLOSE
Pre-Prep
Square Set Up
AV
Impress Vendors
Prep
Sharepoint
Travel Advance
KICK-OFF MEETING
Quarterly Reports
Quarterly Financial Reports with Renee
Quarterly Reports
Quarterly Reports
Quarterly Reports
Quarterly Reports
Quarterly Financial Reports with Renee
Amendments
Staff Allocations
Amendments
Staff Allocations
Scope Changes
Quarterly Reports
Quarterly Reports
Scope Changes
Amendment EGrAMs
Amendments EGrAMs
Quarterly Financial Reports with Renee
Amendments
Staff Allocations
Quarterly Reports
Scope Changes
Amendment EGrAMS
Quarterly Financial Reports with Renee
Amendments
Staff Allocations
Scope Changes
Quarterly Reports
Amendment EGrAMs
Quarterly Financial Reports with Renee
Amendments
Staff Allocations
Scope Changes
Quarterly Reports
Amendment EGrAMS
CE
CE
CE
CE
CE
CE
CE
CE
CE
CE
CE
CE
CE Billings
CE Billings
CE Billings
CE Billings
CE Billings
CE Billings
CE Billings
CE Billings
CE Billings
CE Billings
CE Billings
CE Billings
USI Billings
USI Billings
USI Billings
USI Billings
USI Billings
USI Billings
USI Billings
USI Billings
USI Billings
USI Billings
USI Billings
USI Billings
Budget Projections
Budget Projections
Budget Projections
Budget Projections
Budget Projections
Budget Projections
Budget Projections
Budget Projections
Budget Projections
Budget Projections
Budget Projections
Budget Projections
Staffing
Staffing
Staffing
Staffing
Staffing
Staffing
Staffing
Staffing
Staffing
Staffing
Staffing
Staffing
Periods
LOA Review and Sign
Process LOAs
Pay Invoices
Invoicing
Accounts Receivable
Petty Cash
Phones and Email Support
Friday Reports
Supply Orders
JVs
EP Meetings
POs
Expense Reimbursement
QA
