Learning Event Workflow for Task Managers

1
Learning Event Workflow for Task Managers
Phase 1 Beginning of FY
Phase 2 4 to 1 months ahead TM/Partner
Phase 3 Delivery
Phase 4 w/in 4 weeks after
Pre-Activity End of Previous FY (Program Managers)
AIS Creation
Sharing of Responsibilities between WBI TM and
Partners MoU (external partners)
Payment of Invoices and claims
Program Brief
Identification Region/Country, Audience, Mode of
Delivery (F2F, DL, EL) Dates
Curriculum Dev. Speakers/ Consultants
Activity Logistics
Participants
On-Site Registration updating list
of participants
Statement of Expenditures
Sector Board Approval
Set Participants Fees
Training Facilities
Agenda Topic Development

• Logistics Preparation
• Hotel (contract)
• Mtg Space
• Equipment
• Audio Visuals
• Food Beverage
• Airport Transfer
• Ground Transp.
• Field Trips
• Training Materials
• Supplies/Badging
• On-Site Registr.
• Protocol/Security
• Insurance

Management of Speakers Event Delivery

• Participant
• Marketing
• Website
• Brochure
• Announcement
• Media

Catalog/ Scheduler Input
Activity Completion Back-to-Office Report (BTOR)
Hiring of International Speakers TOR/Contract
Catalog Input
Management of Logistics (see Preparation List)
Funding Identification, Budget Code
Creation
CRS Update/Enter Participants
Participant Invitations (Country Procedures)
Hiring of Local Consultants
Evaluation Level 1 Results
Content Design Responsibility
Presentations Content Tr.Materials

• Disbursement
• Of Funds
• Participants
• (sponsored)
• Service Providers

Participant Travel/Visa Subsistence Hotel Insuranc
e (Sponsored Participants)
Fee Collection (Self-Financed Participants)
Evaluation 1/2 Preparation
CRS Database Entry
Evaluation Level 1/2