Workshop Planning Form

Company Name: Contact Name:

Address: Address:

Phone #: Phone #:

Written Proposal Provided: Yes/No Cost:

Workshop Available Dates: Duration: Half Day / Full Day / Two Day

Scheduled Date/Time:

Number of Attendees: Location:

Participants:
Observers/Facilitators: Additional Equipment: Tables, chairs, canopy

Food Arrangements:
AM Beverages: PM Beverages:

AM Light Snacks: PM Light Snacks:

Lunch:

Special Requirements:

Workshop Participant Packets Sent: Yes & Method: email, mail, or fax
Date/No

Pre-read
Map
Workshop Assessment Survey
Registration and Release Form

Communication Log:
Needs Assessment Recap:
Assessment Type: Meeting, Phone Interview, Date:
or Staff Survey
Assessment Complete: Yes/No As of:

Summary of Workshop Goals:

Summary of Workshop Target Areas:

Agenda & Activity Selection Complete: Yes/No

Registration and Release Form Recap:

Registration and Release Forms Received: As of:

Post Workshop Recap:

Workshop Evaluations Received: Yes/No Workshop Report/Action Plan Delivered:
Yes/No