A public event workflow rebuilt from historical member-convener and CPD documents. Print directly from the browser and use it as a standard working pack for planning, delivery and archiving.
A traceable professional activity is more than booking a venue and sending an invitation. The toolkit connects objectives, budget, speakers, participants, learning outcomes, feedback, reconciliation and CPD evidence.
Define why the activity exists and what professional capability participants should gain.
Make every cost and resource commitment clear before the event.
| Item | Budget / Income | Actual | Notes |
|---|---|---|---|
Confirm the speaker, content, learning goals and publishable materials in one place.
Consolidates venue booking, invitations and reminders from the historical convener workflow.
Record only the minimum information needed for event administration; public versions should not expose private member contact information.
| Name | Member ID / Capacity (if applicable) | Arrival | Departure | Signature / Confirmation |
|---|---|---|---|---|
Integrate month-group volunteer roles directly into the activity workflow.
| Time | Session | Owner | Ops / Photo / Report |
|---|---|---|---|
Do not ask only whether people were satisfied; ask whether they learned something they can use at work.
| Rating Item | 1 | 2 | 3 | 4 | 5 |
|---|---|---|---|---|---|
| Professional quality | □ | □ | □ | □ | □ |
| Work relevance | □ | □ | □ | □ | □ |
| Speaker / facilitation | □ | □ | □ | □ | □ |
| Overall value | □ | □ | □ | □ | □ |
A good activity record should serve members, the professional committee, CPD review and the historical archive.
Close finances, outstanding actions, archival material and responsibilities together.
| Item | Income | Expense | Evidence / Notes |
|---|---|---|---|
This is a working record, not automatic IAE recognition; formal credits remain subject to the current approval process.