Take an approved event design through preparation, delivery, documentation, and follow-through.
This pathway begins when the purpose, participant strategy, format, resources, and event design have already been approved.
1. Prepare → 2. Confirm → 3. Convene → 4. Facilitate → 5. Capture → 6. Follow Through
Translate the event design into an executable plan.
Confirm responsibilities, timelines, venue or platform, materials, communications, logistics, documentation, and contingencies.
You're done when: The event can run without relying on one person's memory.
Check the critical pieces before the event.
Confirm participants, speakers, facilitators, partners, logistics, materials, technology, and team assignments.
Focus attention on anything that could materially affect the participant experience.
You're done when: Major uncertainties have been resolved or have contingency plans.
Bring people into the purpose of the event.
Help participants understand why they are there, what they can contribute, and what the convening is intended to produce.
You're done when: Participants see themselves as contributors rather than audience members.
Run the designed experience while responding to what is actually happening.
Adjust pacing, questions, activities, and conversations when necessary.
Help me do it
[Facilitator Guide] [Ask ChatGPT] [Event Workspace] [Run Sheet]
You're done when: The event has produced the intended conversations, relationships, decisions, or learning.
Document more than photographs and attendance.
Capture:
insights
questions
decisions
commitments
emerging projects
disagreements
new relationships
opportunities
You're done when: The important value generated by the event is visible and usable.
Move commitments beyond the event.
Connect participants to projects, working groups, fellowships, research, partnerships, or future convenings.
You're done when: People know what happens after the event.