Regionial Training Forum Guidelines/Planning Templates

Once you have decided to hold a Regional Training Forum in your area, please contact the CHART office allison@chart.org or 800.463.5918.

Resources

You may choose to take advantage of the following resources to facilitate the planning and organization of your meeting. The resources listed are either available on the CHART website or through the CHART office:

  1. Regional Training Forums invitation template
  2. Registration form template
  3. Suggested agenda template
  4. Members' contact information by regional area
  5. Information on how to become a member, upcoming conference brochures (if available) and other CHART materials
  6. Sign in Sheet
  7. Name badge template
  8. Link to evaluation survey emailed from the CHART office

Invitation Letter

Your invitation letter to the Regional Training Forum may be a letter, e-mail, or an actual invitation. Include the meeting location, parking information, directions, beginning and ending times and speaker name, if applicable. You may also want to point out that the event is a great opportunity to network, meet new people, have some fun, etc.

 

Best Practices

We have compiled feedback and some helpful hints for planning your meeting. This insight was shared by our RTF directors from their first hand knowledge. If you have planned a successful RTF and could share a tip which isn't already in this document, please email Allison with your update. allison@chart.org

Best Practices

Expenses

Expenses of up to approximately $300 (varying based on number of attendees) for the Regional Training Forum may be submitted directly to the CHART office.  Please check with the CHART office in advance to see what expenses are reimbursable.  The following guidelines will apply to this reimbursement:

  1. No fee can be charged for the Regional Training Forum for attendance, but a fee can be covered to cover the cost of food if it is provided.
  2. Part or none of the expenses submitted can be for a speaker.  Prior approval from the CHART office is needed if any of the reimbursable expenses is for session materials.
  3. Acceptable expenses for reimbursement are things such as AV rental, photocopies, etc.  CHART can only reimburse for nominal F&B expenses to cover coffee and light snack, not to exceed $5 a person.  

Twitter and Regional Training Forums

Create buzz in the CHART community about what is happening at your RTF by tweeting about it. Our standard hashtags for RTFs are #CHARTrtf and the location abbreviation, so examples would be:

 

ü  #CHARTrtfsd (RTF San Diego)

ü  #CHARTrtfny (RTF New York)

ü  #CHARTrtfnw (RTF Northwest)


Checklist

Download this checklist as your guide to coordinate your Regional Training Forum.