Meeting Planning
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Send final reminder for hotel reservations
Nikka S.
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Submit PO
Nikka S.
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Draft sponsored traveler letter for review
Mone S.
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Review BEOs to submit to hotel - See details
1
Mone S.
Nikka S.
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Request rooming list
Mone S.
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Request rooming list to date; follow-up as needed
Mone S.
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Email sponsored travel letters
Mone S.
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Confirm/Send payment as noted in contract
1
Nikka S.
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Share approved PO with Mone'
Nikka S.
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✔
Send Announcement email / Collect RSVPs and funding requests - Suggested travel request deadline of June 30
Nikka S.
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✔
Identify meeting venue/hotel and dates
Nikka S.
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Request reservation link
Nikka S.
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Request draft hotel contract from The Curtis to begin review process (Can't sign until May 1)
Mone S.
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Program staff (Nikka/Amy), Managers/Directors review contract and send any necessary changes to Mone' to send to hotel
Amy P.
Mone S.
Nikka S.
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✔
Finalize hotel contract with signatures from both parties (CSTE and hotel)
Mone S.
Nikka S.
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Draft meeting announcement email with Qualtrics reg/travel link and share with planning committee for review
Nikka S.
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Set up meeting registration and request for sponsored travel link in Qualtrics - Copy of previous versions and update accordingly
Nikka S.
Comments & Events
Amy Patel,
Program Analyst
FYI I'm out Thurs Aug 25 and back in the office the following Tuesday Aug 30. (Engagement weekend :) )