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SYMPOSIUM MANUAL for The Society of Naval Architects and Marine Engineers
FINAL DRAFT
Table of Contents
The Society has earned a position of eminence and prestige in the maritime industry throughout the world over a period exceeding 100 years. Its main strength is centered around the development of a strong technical program of national, local, and special meetings. The national meetings of the Society and the regularly scheduled series of meetings of the seventeen sections are augmented by specialized symposia that provide forums on specific subjects.
The purpose of this manual is to assist the Sections of SNAME in organizing and planning a symposium by providing procedures, and guidelines that help to organize and conduct useful meetings. This manual is intended to be a reference in conducting a symposium. It is not a rulebook, but it covers procedures for obtaining approval to conduct a symposium and the steps to be followed in monitoring its progress. This manual offers administrative guidelines for successful symposium management, financial planning and reporting information, which are key elements of a successful symposium.
The symposium steering committees that use this manual are requested to contact Society Headquarters after their symposium has concluded its affairs with any additions or improvements to this manual. In this way, the manual can be updated periodically so that it will be made more effective and useful in conducting other symposia.
B. Definition of a Symposium
A symposium's principle purpose is to bring expert authors on a given subject together to share their knowledge and expertise with an audience. A symposium can provide a forum for discussion of an important report or results of research of importance to the advancement of the profession.
The sessions of a symposium may highlight various aspects of a topic, and should provide for audience participation.
C. Need for Organization and Planning
Planning a symposium requires an organization capable of anticipating all the important events that will occur before, during, and after the meeting. Specific calendar benchmarks must be identified so that adequate time will be available to handle all the important aspects that the symposium steering committee wishes to accomplish. In this regard it is important to note that the committee explore calendars of events in other sections as well as important religious, local, and national holidays. Most important of all is that there be frequent communication between the Symposium Steering Committee and the Executive Committee of the local section hosting the symposium. In addition to the chairman of the steering committee being a member of the Section's Executive Committee, it is helpful to involve current or past officers of the local section on the Steering Committee.
Strong leadership is very important to the success of any symposium. The chairperson of the steering committee must know how to select and organize its members as well as be knowledgeable of the symposium subject. The chairperson should be known in the maritime industry so that he/she can assist the technical committee in the selection of authors, discussers, and moderators who will be willing to participate in the symposium. The chairperson of the steering committee is frequently a past chairperson of the section, which has the advantage of being familiar with the politics and geography of the section.
The steering committee should be comprised of the symposium chairperson, the Secretary-Treasurer, all committee chairpersons, and representatives of the co-sponsoring organization(s), if there are any. The first item of Symposium planning is defining the responsibility of each member of the steering committee. The chairperson must be certain that all aspects of the symposium are covered without overlaps, nor gaps in, responsibilities. A suggested steering committee organization is shown in Figure 1.
The Symposium will require some "seed" money to cover some of the start-up items such as letterheads, a Call for Papers, printing and postage costs, and some early publicity in technical journals. The Section or the Society can advance the “seed” money on a conditional basis and when the Symposium has concluded its business, this money will be returned. The handling of symposium finances is extremely important at this stage since there are many unknowns, particularly in the number of people that will attend, the site costs in terms of public room usage, and the meal costs.
B. Approvals
The costs of a symposium can be decreased and responsibility shared if there are other cosponsoring groups. When the decision is made to have cosponsors, the terms or the involvement must be precisely defined and a formula for sharing the fiscal responsibility and risks of the symposium agreed upon by the governing bodies of all participating organization. It might be advisable for one organization to assume all the financial risks while the other(s) lend their support in terms of the Call for Papers, publicity, and providing mailing lists of their membership. Involvement of other organizations will stimulate interest and provide additional leadership that will promote attendance at the symposium. All potential relationships with these organizations should be included in the letter to the Society's Executive Committee requesting permission to hold or to be co-sponsor of the symposium under SNAME auspices.
The steering committee, at its first meeting should appoint chairpersons to the various standing committees that it feels are needed to adequately conduct the symposium's business. The committee appointments should be offered to individuals who are interested in actively supporting the symposium and its program. Committee chairpersons volunteer their time and effort and careful attention should be given to their selection. Consideration should be given to their ability to perform assigned tanks and that their professional business or other responsibilities will allow them to perform their assigned tasks with the support and encouragement of their employers. Employer support generally means that they will be able to attend symposium steering committee meetings, the symposium itself, and possibly perform some limited symposium business during their office hours, if such activities are necessary.
Deciding on a date for a symposium, consideration should be made for national holidays, religious observances, section meetings, and other symposia being hosted in other Society sections. Events of other technical organizations should also be considered for any conflicts. With a firm date and topic and the receipt of a permission to proceed with the symposium by the Society's Executive Committee, the chairperson of the symposium's technical committee should issue a "Call for Papers" and organize a committee that will search for authors and subjects. It is recommended that the technical committee chairperson should contact society Headquarters to initiate the preparation of a Call for Papers in the Marine Technology and SNAME News or a separate mailing that will be sent to all members of the Society. However, a separate mailing is very costly and will add a significant expense to the Symposium budget and should be avoided if possible. The Steering Committee, at this point, will operate independently of the Section, but the Section will become an important advisory body and monitor the symposium progress.
C. Exhibitions
D. Steering Committee Meetings
There is no minimum number of steering committee meetings, and it in necessary for each committee to ascertain its own needs to determine the appropriate number of meetings and their timing to make the symposium a success. In addition to the "kick-off" meeting, the following are suggested:
The symposium budget and its publicity are two important items that should be discussed during all these meetings; the costs, fees, and announcement of the Symposium are crucial to its success. Sound financial planning will lower overhead costs and the symposium fee. The secretary/treasurer must be active in Symposium initiation and until its proceedings are published and an audit report in filed with the Section. The treasurer must have budgets from each of the chairpersons of the committees that reflect realistic estimates of expenditures and incomes. He or she must keep all records of these expenditures and incomes in a neat and orderly manner so that a final financial statement can be provided to the Section and ultimately to the Society. A final audit of the symposium finances should be undertaken by the Section.
The publicity chairperson must be an active individual who will need to cultivate an interest in the symposium. Although it is important for the Publicity chairperson to conduct an intensive advertising campaign, it is also crucial to have the active support of the steering committee in terms of ideas and sources for advertisements. Publicity should not be a one-person show; it requires the active interest of every steering committee member at all times.
Co-sponsoring societies are important and should be active in the steering committee. Each organization should have a member present at symposium steering committee meetings to report any important item requiring action. Effective communication between organizations is very important during the early stages of symposium planning.
E. SNAME Policy on Sponsoring Symposia
Sponsoring a focused symposium is an excellent means of meeting this objective. In recognition of the importance of this objective, a number of successful symposia have been conducted under the sponsorship of the Technical and Research Committees and Panels as well as by individual sections.
The Society encourages the sponsorship of symposia. The following policies have been developed and used by past successful symposia. They are listed as guidelines to assist in the planning and the management of a successful symposium:
2. Budget
3. Registration Fees
4. Authors & Moderators
5. Social Events
6. Timely Notice
7. Cancellation
8. Financial Report
9. Legal Action
10. Headquarters Assistance
11. Sexual Harassment
The success of any symposia is dependent upon the ability of the Chairperson to obtain the maximum effort from each of the committee chairpersons and their committee members. The ability to manage, direct, and indirectly control all phases of the planning, operation, economics, and progress of the symposium by the Chairperson, as outlined in this Manual, will lead to the overall success of the symposium.
In general, the Chairperson is responsible for the overall success of the symposium and receives advice and counsel from the symposium steering committee. The people chosen for these positions should be active Section members in good standing with proven capabilities. Such qualities will lead to a more successful symposium and a much more pleasant and easier management situation for the Steering Committee Chairperson.
2. Selection of Steering Committee Chairpersons:
The individual committee chairpersons should be selected from those individuals who have served on Section committees, and, if possible, on a previous symposium or large Section's meeting, and who also want to volunteer, rather than be drafted to serve in the position. The following criteria should be considered when making a selection of a committee chairperson:
b. Is the person capable of organizing, managing, and completing the work involved regardless of business or other pressures?
c. Has the person any previous experience on this or other committees?
d. Will the employer of the potential chairperson understand and agree to support the person's commitment to the Committee?
e. Does the person have the ability to communicate with members of his committee as well as with the Symposium Steering Committee Chairperson?
f. Is the person a doer, and not just a follower?
g. Is the person a volunteer? If the person is drafted or pressured into being a chairperson, then the Steering Committee chairperson will need to watch and possibly replace the chairperson if he should fail to complete the work involved.
h. Which committee will be best suited to the person's talents, personality, and previous experience?
i. Will the person selected work well with the Steering Committee Chairperson and other committee chairpersons?
It should also be determined that the committee chairpersons selected will not permit other duties in the Section or National Office to interfere with his/her performance in the symposium. If other organizations are involved in the symposium, such as the "Ship Production Committee”, then suitable representation shall be made on the various committees by assigning persons as Advisory Chairpersons of the Symposium Steering committee.
The reason for choosing a chairperson within a section hosting the symposium is to maintain close control and have people locally to attend organization and regular meetings. An example of this is the 1986 Star Symposium hold in Portland Oregon, where it was necessary to have people from Seattle on the committee and to help during the symposium. The Northwest Section is spread out over some 320 land miles between Vancouver, British Columbia and Portland, Oregon, and requires the assistance of knowledgeable people from this Section to succeed in such a great undertaking. Here, the chairperson and all committee chairpersons were from the Portland area, but they were backed by vice chairpersons from the Seattle area.
3. Committees:
4. Setting of Milestones for Progress:
Information needed to complete the milestone chart must be assembled from many sources and compiled for distribution to and approval of the Steering Committee. Milestones should be set for each committee and suggested ones are shown in Appendix A (please note these time frames are minimal and longer lead time should be allowed where possible).
5. Leadership and Accomplishing Milestones:
If a committee milestone is missed, hopefully a new one can be set, and this goal met. Generally, most committees will build in an allowance for unexpected problems or delays, which helps when a milestone is missed. The chairperson should always have a contingency plan, which can be implemented in case of an unexpected problem, such as a fire, cancellation of a speaker, electrical power loss, non attendance of an author, etc.
B. Secretary/Treasurer
2. Recording Meetings - Minutes:
Minutes of all meetings shall be maintained in a file for all to review at any time, including the Section Executive Committee, National Executive Committee, and any other group that has the authority to review the symposium's business. The minutes of the preceding meeting shall be reviewed and approved at the following symposium steering committee meeting and modified, if necessary.
3. Bank Account:
A minimum of three (3) people should be used on the bank signature card with one signature required. There may be special circumstances when two required signatures are advisable. The Chairperson, Secretary/Treasurer, and Registration Chairperson are suggested as signatories for the bank account.
4. Budget and Cash Flow:
The cash flow out will start with the printing of the symposium’s stationery. Another cash flow out item is the printing and distribution of the registration brochure informing members and the marine industry of what the symposium theme will cover. The symposium brochure should be mailed three months prior to the symposium date and within two weeks to a month later; the cash flow from Symposium registrants will commence with the receipt of registration. When this cash flow begins, the secretary/Treasurer should maintain a weekly record and consult with the Registration Chairperson on all incoming revenue from the registrations.
Ordering of items which will require cash outlay, such as badges, signs, papers, etc. should be done in advance of the symposium, but with delivery dates of one to three weeks before the meeting. When ordered this way, billing will arrive when there is cash to pay for them.
During the symposium, record keeping should be daily. It may be advisable to use a computer to assist in such a task. A tight control should be kept on the number attending the meals through the registration forms as meal guarantees with the hotel or caterer are very important and a source of potential for exceeding the budget if records are not carefully kept. Those inexperienced with guaranteeing food events should inquire of those experienced in the local area. Normally 5 to 10% of those who are registered do not show for luncheons or dinners especially if the event is two or more days! Be sure to guarantee low as extra meals can always be set out.
5. Registration Fees:
The registration fee when added to hotel or motel room costs, the cost of transportation to the city where the symposium is being held, and the number of days the symposium will be held are factors in whether or not people will attend. Even with an excellent technical program, attendance numbers are price sensitive.
6. Payment of Bills:
The Secretary/Treasurer will prepare all checks for signature and verify that there is adequate money in the bank account to cover the check amounts. The invoice will be recorded in the Secretary/Treasurer's records.
7. Audit:
C. Technical Program
The members of this committee should be chosen to represent a broad coverage of the technical areas addressed in the symposium and come from geographical areas where papers and registrants will be solicited.
2. Call for Papers:
The Call for Papers should be published wherever possible (Marine Technology, ASNE Journal, Naval Architect (RINA), or other technical magazines where appropriate to the symposium theme) and sent out with local Section notices. This type of distribution has less financial impact than separate mailing. Such publicity also serves to announce the subject and date(s) of the symposium to potential registrants.
Do not expect the Call for Papers to be your sole source of abstracts for a focused, high-quality program! A major function of the Technical Committee members will be to search out potential subjects appropriate to the symposium theme and the authors to write these. It will take some persuasion on the part of the committee members to get those abstracts submitted, but this is why it is important to have an active and experienced Technical Committee. Letters enclosing a Call for Papers should be sent to potential authors or organizations where authors can be chosen to write an appropriate paper. A telephone call is often required to set a commitment.
3. Committee Review of Abstracts and Program Development:
It is difficult to have a large committee assemble often. There should be one meeting to discuss the abstracts shortly after the date set for submittal has passed. Personal knowledge of the authors by a committee member can contribute much to a paper's evaluation. The meeting can also identify where the program is weak and potential authors, not yet identified can be discovered through group discussion.
Other possibilities for the symposium program could be panel discussions, skits, evening workshops, and various other program possibilities to round out the program and provide maximum interest in the subject areas of the symposium. A draft program should be developed with the understanding that additional abstracts and possibilities could be developed.
4. Author Notification and Progress Monitoring:
5. Review of Paper Drafts:
The reviewers should ideally have expertise in the subject area of the paper, striving to provide editorial comments for more meaningful and easier to read papers. They should suggest missed areas of discussion inaccuracies, and potential co-authors if they could assist in improving the quality and content of the manuscript.
Generally, there will be time for a first draft and commentaries should be made then. This will be followed by a final camera-ready manuscript where changes other than grammar or spelling errors will be difficult to make. If language or other difficulties are recognized at an early stage an intermediate draft should be requested to allow time for more extensive editing. This may be particularly true where English is not the primary language of the author.
6. Panel Discussions:
The choice of a well-known and personable moderator can be an important ingredient to a successful panel. Some stimulating topics or controversial material should be included. Generally, panelists should be well known and willing to speak freely on the subject chosen for them. Very high level panelists are appropriate at times but may not be the best when high interaction with other panelists or the audience is desired.
Panelists should be given only five to ten minutes, at the most, for an opening statement. Those should be focused. Questions should be developed ahead of time by the moderator and provided to the panelists so they will give answers that are well thought out and effectively delivered. Short responses should be encouraged to allow more time for questions from the floor.
Some of the prepared questions can be used by the moderator to start discussion on a particular subject followed by a question and answer session from the floor before moving on to other areas of discussion.
With large audiences, questions for the panel can be solicited with the registration materials provided as the symposium participants sign in. These can be collected before the panel discussion or at the registration desk. Such an approach needs to be carefully orchestrated with the Registration Committee if the participants are to develop questions that will be useful.
The moderator should be instructed to solicit questions from and interaction with the audience. This is the aspect of most value for making an effective panel discussion.
7. Keynote and Luncheon Speakers:
The keynote speaker should attempt to concentrate on the issues' of interest at the Symposium and deliver some thought provoking ideas for consideration. He will also set the tone for the event. Therefore, the "keynoter" needs to be someone recognizable to the majority of the audience, either by reputation in the field or by position in a related field.
Choice of luncheon speakers should be deferred until the technical program is well planned. These speakers should be carefully selected for their impact on the entire program and it would be prudent to provide them with a copy of the technical program to develop their remarks. Generally, very high-level speakers can be obtained for a luncheon engagement. However, it would be prudent to have some last-minute alternatives in case the speaker can not attend due to delayed flights, change in plans, etc.
The luncheon speakers, while often suggested and scheduled by the Technical Committee, should be invited personally by the symposium's Chairperson(s) with the assistance of other members of the Steering Committee to assure that the sneaker shows and is met with proper dignity and timing. Certain protocols are required if these speakers are well-known politicians, for example. Suggested topics should be noted in the request letter and there should be a good description of the symposium program.
8. Finalizing the Technical Program:
The makeup and finalization of the program should be done with care. A two-day meeting scheduled on a Monday or Tuesday should be arranged differently than for a Thursday and Friday. The audience will be more likely to stay to the end of a Monday-Tuesday symposium, whereas a Thursday-Friday symposium concludes on one of the busiest travel days of the week, making it more difficult to hold an audience. The technical program can also be closely related to the social one. The only way to develop a really successful program is to be aware of all possible considerations, making a few alternatives, visualizing the program as a participant, and enlisting a "crystal ball" to predict what could happen at various stages of the program.
A reception on the first day of the symposium can have tremendous benefit. It serves as a mixer that can transform the second day into a technical and social event that can be valued throughout a lifetime. It can also be a financial dud if it is poorly attended.
Evening sessions or workshops are not a regular event in our Society, but could add a mixing ingredient and technically meaningful magic to a program. These sessions normally can consist of a group of scheduled evening sessions, each having a distinct, advertised topic area. People interested in a topic will meet at an appropriate time and discuss it. A pre-appointed leader of the discussion should be prepared with several alternatives that the discussion group could focus on. People will meet each other more informally and in smaller groups allowing for further interaction than during the normal paper sessions. A verbal report or the group activity to the entire attendance might also be appropriate.
Papers starting the second day can often be poorly attended. Strong popular subject matter is suggested to stimulate the draw.
When parallel sessions are involved, care must be taken to create those that will minimize the number of persons that will want to switch from one tract to another. Times for breaks should be coordinated diligently. Generally, papers of equal interest should be placed against each other, also to minimize switching. If a paper is significant and clearly of interest to both tracts, then consideration should be given to not scheduling anything concurrently.
The success of the overall program depends upon much thought, planning, and consideration of the individuals attending as well as some intangibles.
9. Assuring Lively Discussions and Other Moderator Considerations:
In general, at least one discussion should be developed ahead of the meeting by a reviewer who is knowledgeable in the technical area of the paper and who has had the opportunity to thoroughly read the paper. To assure there is at least one discussion, three or more copies of the paper need to be sent out to potential discussers identified by the author(s) and the Technical Committee Chairperson through interaction with the Committee. This is best accomplished by the member of the committee who was chosen to monitor the progress of the paper and/or the session's moderator.
Questions and discussion from the floor are a necessity to make the session a vibrant, meaningful event for those present. If several written/prepared discussions are received, those presenting them should be directed to sit close to the podium and to read excerpts if time is a factor. The moderator should also prepare some provocative questions to try and stimulate some discussion from the floor.
The moderator's function is like a manager charged with setting up a proper forum and getting a quality job done on time. One effective way to ensure success of a session is to have both a moderator and an assisting moderator present. One of the two can be chosen from the Technical Committee (preferably the individual chosen to monitor the paper's progress) and another from the Symposium Steering Committee for his knowledge of the program.
Each moderator should be provided with an event sheet showing times and activities so that the program will not be slowed. This is particularly important with the problem of coordinating parallel sessions where registrants may desire to switch from one session to the other.
10. Keeping the Program on Time:
Sometimes it will be apparent that some papers will have extensive discussions, while others may have few. Some adjustment in time needs to be made although it may be difficult to know what will take place at the podium or on the floor. If necessary, additional discussions can be deferred until all the papers of the session have been presented or possibly to evening work-group sessions as mentioned in a previous section. Another approach, where a session has papers that are very close in subject area, is to hold the presentations of each paper without a break (mini-panel discussion style) followed by a group discussion of all the papers.
11. Post-Symposium Activities:
D. Publications Committee
The proceedings should be available to symposium registrants either at or before the symposium. Sending them out before hand will involve mailing costs and it is suggested that if this is the procedure to be followed that the recipient be charged for handling and postage. Having the complete proceedings ready far in advance to facilitate mailing in often a problem because of late-producing authors.
Post-symposium proceedings that include any late papers and written discussions, or transcriptions of the discussions or panel meetings can also be provided. This can be expensive and take considerable time and effort to complete. This is primarily because of the problem in collecting the discussions and authors’ replies after the symposium has concluded.
One option to provide the capture of the technical value of the discussions without the cost of recording and transcription is to tape all the sessions and have a set of tapes available for purchase. The expense of this approach is negligible.
Normally, authors should be instructed to use the two columns, reduced formal standard by SNAME in preparing their papers. The two columns are only slightly more difficult to prepare, make a professional presentation, and combined with reduction when printed make a high-quality document at very reasonable costs. If the symposium is a recurring one, the results of the last symposium with pictures, etc. can provide useful material in the pre-symposium or symposium proceedings of the next event.
Printing costs are directly related to the number of papers in the document, their size, extent of photographic material to be included, and the type of cover. The number of copies to be printed is of lesser importance.
2. Collection and Assembly of Proceedings:
Typesetting of titles and authors' names for loaper headers and a title page and forward can usually be accomplished through a service the printer often uses or can be done elsewhere. The person collecting the papers for reprinting must be careful to note any changes in the titles and authors in the final manuscripts and reflect the same in the typeset titles and table of contents.
The final estimate of printing costs usually must wait until the entire manuscript is assembled so that the printer can estimate his costs from the number of camera-ready pages and number of photographs and graphics to be handled. Ideally, two or more printers should be available so selecting the lowest bid can minimize that price. This in difficult to accomplish unless ample time is made available for all papers to come in. Usually one or more authors are very late in responding to whatever date is chosen by the Symposium Steering Committee. It in also desirable to start a cover early since more lead-time in required to set it up.
3. Printing and Distribution of the Proceedings:
A use of SNAME’s printer who can produce bound volumes and CD ROMS is recommended but a local printer is also very desirable. The option to pick up and deliver the proceedings to the symposium meeting facility in the case of delays may be helpful. Express delivery provides good service but in costly for the needed volume of materials.
E. Accommodations committee
The committee should be of sufficient size to insure that all necessary arrangements and activities before and during the symposium can be conducted in an efficient manner, and that assistance is always available.
The Accommodations Committee must arrange for a suitable site, meeting rooms, catering and meals, hotel/motel, transportation, registration facilities, communications, audio-visual requirements, as well as budget and economic controls. The control, operation, and economics of the symposium requires detail planning and attention to at least the items outlined in this section of the manual. In this regard, this Committee must work in concert at times with the Registration Committee, particularly in the days prior to and during the symposium.
2. Site Selection
Non-commercial sites, such as schools, associations, government facilities, and private clubs vary in the amount of assistance and space. Some facilities, such as schools and private clubs, are often better choices because they are more suited for the type of meeting that SNAME holds and can charge lower fees.
3. Hotel Negotiations
When negotiating with the Hotels make a checklist of questions including the original rates quoted and the price flexibility at each property. Keep in mind, however, that hotel executives look at each piece of business individually, and there are many significant variables influencing the prices they quota.
Much has been written about the art of negotiation, but the Accommodation Chairperson must have this intimidating mystique. He must do painstaking research and time-consuming research so that he can bargain from a position of knowledge about the Hotel is price structure, its group rates, its marketplace, and most importantly the dollar value of the business he would like to receive. These negotiations should be viewed as a collaborative process among professionals.
The Accommodation Chairperson should dicker first for the best possible group rate and then ask the hotel representative about its complimentary room policy. Securing complimentary accommodations for a Symposium is an important factor in maintaining budgeted costs. There are various methods used by hotels in their offers of complimentary space. Hotels may offer one complimentary room per block of room night. For example, 50 rooms occupied for three nights would be fifteen room nights. They also may be based on the highest number of rooms occupied on any specific night of the Symposium. Thus, it is important to under-stand how a facility figures its complimentary room policy.
After room rates are settled, try to obtain reasonable price quotations for the luncheons, banquets, cocktail parties, and other functions to be hold in this hotel. It may take the Accommodation Chairperson and members of his committee several sessions to make a decision on a facility and its offer.
It may be possible to bargain extra service on the hotels part as well as extra meeting or exhibition space that will compensate for the price offered.
The details agreed upon during the bargaining sessions with the hotel should be put into a contract. During the final site inspection, anything agreed upon with the hotel should be made part of the contract. The Accommodation Chairperson should not accept anything that he is not comfortable with because it may be impossible to renegotiate an amendment to the contract.
4. Contractual Arrangements:
The Symposium should make tentative bookings an soon as it can. The facility at which the Symposium will be held should send a proposal that outlines the understanding that have been reached during the preliminary negotiation process. If the Symposium Steering Committee is in favor of the agreement, the facility should be sent a letter of acceptance under the signature of the Section Chairman and/or the Symposium Chairperson(s). This letter should include an option date that this tentative agreement as a definite commitment. The Accommodations Committee Chairperson should be the Symposium's coordinator with the contract facility. If this Chairperson should know before the option date that any rooms will not be used, then the tentative bookings should be released.
This Chairman is also responsible for obtaining all bills and invoices for services performed, and to solve any questions, before approving and forwarding the Secretary/Treasurer for payment. Any unusual problems should be taken up with the Symposium Chairperson(s) or the Steering Committee.
5. Catering and Meal Service:
Luncheons and Dinners. Consideration for lunch or dinner should be given to either a sit-down or a buffet-type meal. The decision will depend on the time available, number of people costs, service available, and the size of the dining area. In either case a, selection of a suitable menu and a guarantee for the number to dine must be developed. It should be noted that a Friday dinner for a Thursday-Friday Symposium will be a poorly attended affair and should be avoided.
Reception and Cocktail Hours. A proper reception can work to introduce people and make a symposium more interesting with better communication between the participants. Reception and cocktail hours can be arranged for a cash-bar basis. Open-bar receptions are discouraged due to legal constraints unless the Steering Committee is willing to obtain insurance coverage that will cover any contingency. Symposia should avoid any involvement with the dispensing of alcoholic beverages. That function should be the responsibility of the facility where the meeting in being held. Even this step, however, may not afford complete protection from liability, particularly where it is obvious to the Symposia Steering Committee that an individual has become impaired due his/her alcoholic intake during the Symposium.
Physical arrangements and a decision on snacks or other food service during the cocktail hour must be reviewed. The time allocated for such activity and means of control should be decided in advance. Such an event could be held the night before the Symposium is commenced to start or on the first day instead of or prior to the dinner.
Coffee and Soft Drink Service. Consideration of coffee, danish, donuts, cookies, and soft-drink service at the opening morning session and at both the morning and afternoon breaks should be made. Arrangements for the time and place of each service must be decided upon consultation with the Symposium Steering Committee, as it will affect registration costs.
Authors’ Breakfast. A meeting place with continental style breakfast for the authors, speakers, and moderators should be held each day of the Symposium. The papers and meetings, Chairperson inform all the participants of any special instructions, make sure all needs of authors have been looked after, have pictures taken and any final instructions have been given both in writing and verbal.
Social Events. Any social events such as banquets, dinner dances, or field trips must be given special attention and shall be handled by the Social Committee. A tour company should be hired to handle tours or trips over viewed by the Social Committee.
6. Guarantees:
Depending upon the facility, it in often wise to underestimate the guarantee to allow for no-shows. Most catering facilities will agree to serve a small percentage above the guarantee (usually about five per cent) and can often spread the food to serve a limited number beyond this figure or provide different meals if space and service is available. A buffet-style affair may be attractive for some occasions.
The action on the guarantee can often assist in the economics of the symposium by not paying for no-shows at some of the catered events even if registration has been made. An important function of the Registration Committee is to provide the Accommodation Chairperson with information on registrants, attendance of luncheons, dinners, etc.
7. Hotel Accommodations:
Data on hotel registration procedures and information for inclusion in the symposium announcements should be supplied to the Registration Committee for their action.
There are several types of meeting room’s setups that have been used successfully in various SNAME functions:
8. Registration Area:
9. Meeting Rooms:
10. Audio-Visual Requirements
The Accommodations Committee should determine the type of projector, computer and video equipment compatibility should be determined by the Accommodations Committee.
If any audio or video recording devices are to be used, their location and the size of the screen should be determined beforehand. Particular attention needs to be given to the control of these devices from the podium for activation by the presenter.
Be sure to check with facility to insure they have extra or spare extension cords, adaptors, slide trays, bulbs for all projectors, and pointers.
Controls for lighting and dimmers should be located and made known to the moderators of the session. The Technical or Papers Chairperson should stress to authors that they be prepared with their visual needs in advance of the session where they are presenting their paper and go over these needs with the moderators of the session.
11. Budgets:
12. Seating Arrangements:
A head count control and ticket collection at all paid functions must be performed to insure that every one attending the event has paid the necessary fee, and that the number is in agreement with that given to the caterer. This is a function of the Registration committee who will give the Accommodations Chairperson the information so he can plan on the number of meals the caterer, hotel, or restaurant should prepare.
13. VIP Arrangement:
14. Transportation:
Parking arrangements at the symposium site and any special signs should be arranged with the facility and clearly denoted in the brochure.
If special event transportation or bus service is requires, the Accommodations Committee should arrange for such service under the guidelines discussed above.
15. Check List to Avoid Problems:
b) Catering and Meals
c) Housing
d) Meeting Rooms
e) Registration Area
f) Audio-Visual
g) Signs
h) Budget
i) Transportation
A symposium can have the best program, but if it is not adequately publicized, it will simply fail. The Publicity Chairperson must start a campaign once the initial conception or the symposium theme has been formulated and approved by the Executive Committee of the Society. He or she must plan his or her strategy (a suggested calendar of events is provided in Appendix A) and submit the plan or action to the Symposium Steering Committee for approval. The approved plan or action shall be renewed until the Symposium is held.
2. Press Releases:
3. Magazine and Other Media Coverage:
This is a way of attracting audience as well as soliciting authors. Society headquarters will supply an updated released mailing list that is helpful.
The Symposium Steering Committee must have a budget for the Publicity Committee as to where and how it should be spent.
b) The News Releases Publicity Chairperson must draw up his news releases (see sample at back) which will advertise the latest developments in the symposium, in terms of authors, subject, keynote speaker(s), and luncheon speaker(s). These news releases have to be periodically updated so that as the symposium evolves and the technical program is formulated an audience can be attracted.
c) Websites:
4. Letter and Special Appeal:
Many sections that have given symposia should have prepared a report that listed the names, addresses and email addresses of past registrants. This list should be updated for the proposed symposium so the Publicity chairperson can send out a special bulk mailing announcing the symposium as soon as the Technical Committee has formulated its program. The bulk mailing would also include any last-minute changes to the program, but this must be weighed with the cost of printing and mailing versus the number of prospective registrants that it might attract. The mailing is a judgment decision, which should be carefully considered. It is likely that people who attended a previous symposium in a section will be interested in the next.
Emailing on an individual basis or mass (if you use a commercial program) emailing is not expensive and should be used where feasible.
5. Photographic Coverages:
The Publicity Chairperson must draft a program for the photographers to follow so that there will be maximum coverage for all major events of the symposium. At the conclusion of the authors' breakfast each morning of the symposium, the authors and moderators should be gathered for pictures in reporting the symposium after the event. Photographic coverage includes the keynote speaker(s), principal organizers of the symposium, and luncheon speaker(s). All of this must be carefully coordinated.
6. Press at Symposium:
The Symposium theme is important in getting the press to the event. If the symposium is similar to the one held by the New York Metropolitan Section in 1987, an important part of that theme was the state of the marine industry and its needs. For such a topic, the Publicity Chairperson should invite to the luncheon speeches, members of major newspapers and TV along with some important trade papers and magazines that will convey important changes necessary to revitalize the American Merchant Marine. Letters should also be sent to the local congressmen and senators on the importance of the symposium. The duty of the Publicity Chairperson is to carefully develop the details of the invitations and must also weigh carefully who should be invited to publicize the important messages and ideas that the symposium has to offer. The list should be discussed at symposium committee meetings to decide on a strategy and who should be invited.
7. Post Symposium Dates:
The Publicity Chairperson is one of the most important appointments made by the symposium chairpersons and the steering committee. As the symposium develops the status report on media coverage and publication of the symposium in various journals should be constantly updated and reviewed by all members of the steering committee.
G. Registration Committee
Professor Michael Parsons
1. Organization of the Symposium Brochure:
All or the above information has to be gleaned from the symposium committees and then once the brochure paste-up is ready to go to the printer, the Symposium Chairperson should review this rough draft with all the Chairperson’s to verify accuracy of the brochure activities. Camera-ready copies of the Society's logo can be obtained from SNAME Headquarters.
It in important that the Symposium Chairperson(s) compose its theme by stating its objectives, scope and rationale. It should embody a synopsis of important symposium events so that potential registrants will have an idea on the intents of the symposium.
The Accommodation Chairperson needs to supply the following for the brochure:
Based upon this information, the Registration Chairperson should provide a registration form in the brochure that also can be mailed to the hotel or motel. This form should also be included in the web site for the symposium with direct link to Hotel/Motel if available.
The symposium cannot enter into contractual agreements with the airlines, railroads, bus companies, or any other types of transportation per direction of society Headquarters since this will involve questions of liabilities. You can have an airline be a preferred carrier who gives a discount if you mention a specific number as we do with Hotels. It is permissible for the Registration and Accommodation Chairpersons to research and provide information on airports, train stations, taxis, as well as bus or limousine services to the symposium site. Such information will be of benefit to the registrants of the symposium.
The registration brochure is often made from paper, or card stock in a four or six-part folded form. It should ultimately form a booklet in the form of a business-sized envelope that can be mailed at a bulk rate to Society members and other special interest groups. The Registration Chairperson should allot a number of brochures to other cooperating societies or agencies to distribute to their membership.
The format of the registration brochure for a Symposium should in essence contain the following:
B. Cover Fold (Rear)
C. Technical Program (Input from Technical Committee)
2. Special Events and Keynote Speakers
D. Registration Form
4. Method of Payment
5. Total cost included
The brochure should also state that payment be in U.S. funds (it based in the United States) or Canadian funds (it symposium is hold in Canada). Other information such as Society membership (it multiple organizations are involved) and mailing instructions for registration form and payment.
The brochure will include registration information for lodging it symposium in being hold in a motel or hotel. This will also help to track where registrants will be staying during the symposium, in case urgent messages need to reach them.
The final draft of the registration brochure from the printer should be reviewed at a meeting of the Symposium Steering committee so that other chairpersons can make changes. The printing and mailing of the brochure are important issues that the Registration Chairperson must consider at this point in the symposium process. He or she has to maintain close liaison with Society Headquarters and the advisory chairpersons of contributing societies (if they’re any involved in the symposium). SNAME Headquarters handles the printing and mailing and the symposium will be billed for the cost incurred or the symposium can be arrange for the mailing.
2. Budget
3. Mailing of Brochure
4. Receiving and Processing Registration
Brochure information from the registrants may exceed that necessary for the use of the Registration Committee. Such details as Society memberships (if more than one Society in involved), the registrants’ accommodation locations, requests for papers, etc., should be kept separate for use by other committees. One method is to assign a number in sequential order as each registrant's registration brochure is received. This numeric code can be used for future control of all documentation regarding luncheons, dinner, special event tickets, registration packages, distribution of preprints, etc. All registration brochures, as they are received, should be dated and retained for future reference if necessary along with copy of checks, etc.
Registration information to be recorded by the Registration Committee might include all of the following:
The primary use of recorded registration material is to have a summary of the total and type of registration, special event registration, and the total money collected, owed or refunded. If this information in recorded in a computer, interim printouts can be made for interested parties such as the Symposium Chairperson(s), Secretary/Treasurer, Accommodation Chairperson, and Technical Chairperson. If there are any problems with registration, then the Symposium Chairperson(s), the Section Chairman, and the Publicity Chairperson should be notified immediately.
5. Bank Deposits
It may be convenient for the Secretary/Treasurer to provide a number of deposit slips and a special stamp to allow the Registration Chairperson to make direct deposits of incoming funds in the Symposium's bank account. Copies of these slips with bank receipts must be provided to the Secretary/Treasurer for accounting purposes and the audit that will be accomplished by the Section once the Symposium has concluded all its business transactions.
6. Cancellations
Cancellations may be made over the phone and the individual who cancels may have made a stop-order on the check. If this should happen after the official cancellation date, the registrant may still be liable for the luncheon, dinner, and Symposium proceedings costs. This liability must be clearly written in the registration brochure. Pursuit of costs associated with the cancellation then become the responsibility of the Symposium Chairpersons and the Secretary/Treasurer.
7. Registration Day Procedures
To assist in setting up the table and registration area, it would be wise to have the following miscellaneous stationary items:
The registration name badges should be preprinted or be computer output on white or light pastel medium stock paper and should feature the Symposium title, dates, and logo. The registrant's name, title, if appropriate (Dr., Captain, Admiral, etc.) and affiliation will be typed or printed in reasonably large lettering for ease in identification by other symposium registrants.
Several types of name badge holders appropriate for symposium use are available, including clip, stick on, and pin. Holder colors may be used to signify different types of registrations, if desired. For example, red may be used to signify a member of SNAME, while yellow would indicate a non-member. This will allow the Section's Membership Committee to discuss with this individual the benefits of joining the Society during the Symposium. Other codes may be used to identify authors, VIPs, or Steering Committee members, thereby eliminating the need for ribbons although they can add special status and/or conversation starters if used sparingly.
It is very helpful to assemble all the registration materials into a single package, which can be an 8.5" x 11" envelope or more desirably a folder, printed with the symposium title, dates, and logo. A typical package would include the following:
The registration packages, marked with the registrant's name printed at the top, should also be marked to indicate if any payments are required. The packages should be placed in some form of box or holder in alphabetic sequence with the names at the top of the envelopes for ease of retrieval. It may be desirable to have the registrant's name printed on a card stapled to the outside of the registration package which would be signed by the individual accepting the package. The card would be retained as a receipt verification.
The on-site registration desk should be located in a reasonably spacious area at the entrance to the symposium. If there is a large attendance then more than one table should be set up with an appropriate division of names by alphabetic sequence. Additionally, it is advisable to allow for a separate table for walk-in registrants since they will require special attention. Also, this will be a way to note the extra fee for late registration.
The first day of the symposium, both the Registration and Accommodations Committees must work together so that the registration process in a quick and non-confusing affair. The registration desk will also be used by the Technical Committee to distribute the Symposium Transactions and collect late discussions for the authors. A list of symposium registrants with any other last-minute changes should be distributed at the registration desk as this in the focal point of the symposium during the morning hours of each symposium day.
It in important for a members of the Registration Committee to make sure that registrants of the symposium pay in U.S. funds (in the United States) or Canadian funds (if Canada). Besides being a lengthy process, most U.S. banks charge a substantial collection fee for cashing a check drawn on a bank in a foreign country (including Canada). If the registrant has no other means of payment, then a surcharge should be added to account for this collection fee, which ranges from $6 to $25 in U.S. currency. In addition, all payments should be checked to confirm that they are properly signed. If there is a problem with the registrant's prepayment, it should be returned to him or her with instructions for proper payment.
Please note that a check returned and marked with “insufficient funds" should be handled by the Secretary/Treasurer. The registrant should be held responsible for any bank fees incurred when a check bounces.
There may be mitigating circumstances for a cancellation death in a family, job transfer, layoffs, or severe illness and funds could be returned. The cause of a cancellation should be determined through correspondence between the registrant and the Secretary/Treasurer.
8. Final Report
H. Special Events
SUGGESTED COMMITTEE MILESTONES
Committee Milestones
2. Registration Committee
(*) In many cases a simpler announcement format will be used.
( See Appendix A)
3. Technical or Papers Committees
4. Pulicity and Publications ( See Registration Committee above)
5. Social events (optional)
6. Secretary / treasurer
7. Steering Committee
APPENDIX B-F
SAMPLE SYMPOSIUM BUDGET
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