Example training schedule
The schedule below conveys an idea of the approach and scope of a typical training. Of course we discuss with each client how to adapt the training to the office environment, the company's intended use of the software, and the individual trainees' needs and abilities.
Day One
Morning
9:30 Overview of Event Manager
Organization of shared event files and folders
Where files are installed and what they are for
Creating and linking to event files
The concept of Setup, Before, During, After
Quick exploration of four menus
11:00 — break —
11:15 Setting up an event
Event Details—correspondence, programs, headers, footers, reports
Financial Details—Registration types/add-ons; locking fees
Reference Files
Catering Events and Sessions
Name Badges—design and practice
Software options—Event Options and Global Options
Afternoon
1:00 Managing an event
Personal Details
Entering personal information
Registration
Copying activity
Payments: recording, allocating
Hotel and travel—input and getting reports
2:30 Practice
Setting up an event
Items on Setup Menu
Importing event structure from an earlier event
Importing people from other events or databases
Program; registration form
3:30 — break—
3:45 Correspondence
Correspondence form
Form letters
Mail merge
Reports as correspondence
Invitations, confirmations, other letters
Day Two
Morning
9:00
Reports
Task management
Tabling and seating
10:00 — break—
10:20
Budgeting and financial features
File management—repair and compact
During — the Registration Desk Worklist
After
Afternoon
Questions
Further event setup
Discussion of individual needs
One-on-one work
Database and other issues
Customization needs
Etc.
