Chapter Hosting of RCI Chapter Hosting of RCI Educational ProgramsEducational Programs

Planning and Implementing Successful Presentations

Developed By the

RCI Georgia Chapter

Purpose of the Program

This learning module is intended to explain the process for chapter delivery of RCI education programs.

Learning Objectives

Coordination with RCI

Planning the event

Organizing the team

Action timelines

Coordination with RCI

Reviewing RCI protocols

Reserving the location and date

Execute the service contract

A Partnership in Education

RCI headquarters provides the manuals and delivery materials

RCI chapter organizes the event and controls the delivery costs

• Roof Technology and Science 1Roof Technology and Science 1• Roof Technology and Science 2Roof Technology and Science 2• Rooftop Quality AssuranceRooftop Quality Assurance• Professional Building ConsultingProfessional Building Consulting• Roof Systems Thermal and Moisture DesignRoof Systems Thermal and Moisture Design• Exterior Wall Technology & ScienceExterior Wall Technology & Science• Metal RoofingMetal Roofing• Vegetative RoofingVegetative Roofing• Wind and Drainage DesignWind and Drainage Design• RRC Review and UpdateRRC Review and Update• WaterproofingWaterproofing• Exterior Wall Technology & ScienceExterior Wall Technology & Science• Stucco and Exterior Finish Cladding SystemsStucco and Exterior Finish Cladding Systems• Masonry Wall SystemsMasonry Wall Systems• Concrete Wall SystemsConcrete Wall Systems

Classes Available for On-Site Delivery

Review Association ProtocolsReview Association Protocols

Request copy of RCI educational protocols

Request a list of RCI trained instructors, look for chapter member instructors

Determine if chapter has sufficient resources to host program

Protocol for RCI

Affiliated Chapter

Delivery of RCI, Inc.

Educational Programs

The Process

Sends out course request form to chapter presidents

Approves dates, location of classes, instructors, and registration forms

Requests courses and calendar dates

Sets up class• Facilitates• Instructors• Registration Form• Promotes Class

Provides class and instructor information to RCI, Inc.

Collects fees from attendees and reimburses RCI

Provides course materials and certificates

Bills chapter based on attendee numbers

Records CEHs (if needed)

Seminar Agreement

Between RCI, Inc. and

RCI Affiliated Chapter

Planning the EventPlanning the Event Chapter Board directive to host the event Volunteers Meeting space/refreshments Audio/video equipment Registration of attendees Payment processing Communication via: mail, fax, e-mail

Planning the EventPlanning the Event Establish Committee(s) Identify person to act as liaison with RCI

Headquarters Prepare a detailed budget for the event Establish a timeline and action plan Set registration & cancellation deadlines

Organizing the Team

Break down the effort into “bite size” pieces

House Tasks Communication Tasks Education Tasks

House Sub-CommitteeHouse Sub-Committee

Site selectionRefreshmentsAudio/videoRegistration and payment processing

(advanced and onsite)Materials distribution (course materials,

nametags, etc.)Shipping coordination

Communications Sub-CommitteeCommunications Sub-Committee

Distribute marketing materials (registration flyer) Develop the contact list – for potential attendees Contact local interest groups (AIA, CSI, BOMA,

Contractor Associations, etc.) Enlist all chapter members to circulate program

information within their “spheres of influence” – private e-mail lists

Education Sub-CommitteeEducation Sub-Committee

Select program instructor(s)If using multiple instructors, oversee

instructor schedulingDesignate onsite facilitator or “host”Obtain materials for instructorsObtain materials for attendees

Action TimelineAction Timeline

12 weeks …First organizational meeting 8 weeks …. Reserve meeting site, instructors, and

distribute promotional materials 6 weeks …. Distribute promotional materials a

second time 4 weeks …. Coordinate speaker schedules, distribute

promotional materials a third time 2 weeks …. Registration deadline, supply RCI with

names of attendees

Action TimelineAction Timeline

2 weeks …. Instructors’ advance meeting to coordinate presentation times

1 week …. Send reminder to registrants with event details

Checklist for planning

and completion

of education events

courtesy of SoCal

Chapter

page 1 of 2

Checklist for planning

and completion

of education events

courtesy of SoCal

Chapter

page 2 of 2

Key Factors for Success

Broad outreach to potential attendees

Allowing sufficient time to organize and promote the event

Team members understanding their role

Pitfalls to Avoid

Budget breakers include:– Rental cost of the

meeting room– Meals and

refreshments– Honorariums for

instructors– Refunds for non-

attendees

Pitfalls to Avoid

Organizational issues include:– Overload individual

team members– Allow sufficient

preparation time prior to the event

– Inadequate prospect list for attendees (only the usual suspects)

Learning Objectives Covered in the Presentation

Coordination with RCI

Planning the event

Organizing the team

Action timelines

Additional Resources From RCI

RCI Educational Program Registration Flyer

RCI Trained Instructors List

RCI Educational Program Protocols

Checklist for successful events (SoCal Chapter)

RCI Education Catalog

Chapter Hosting of RCI Chapter Hosting of RCI Educational ProgramsEducational Programs

Thank you

Questions and Comments?

Developed By the

RCI Georgia Chapter