Plan a school event

Use this checklist any time an event needs to be planned

Submit Brief Summary for Approval

Approved By Program Coordinator

Approved / Declined

Create school accounts

Schedule Instructors

Send our Event Post-Mortem E-mail

Submit Brief Summary for Approval

What is the Event?

Where is the event? (address, room location, etc.)

Territory

What type of event

Date? (Put in the exact time that the program is running)

Length of event

What are the Objectives? (Target 3)

What is the potential number of students you hope to convert?

How many Hatch Staff needed?

Are there any Additional Resources needed? (Example: silent auction coupon)

How many laptops are needed?

What information should the Hatch instructor know prior to attending?

Please tag sales manager to respond within 24 hours

Approved By Program Coordinator

What is the cost of this event (Labour + additional material)?

How does this event help reach sales objectives?

Please tag location manager to respond within 24 hours

Approved / Declined

Check off if applicable:

1

Staffing is available
2

Geographic relevance
3

Resources available (laptops or marketing bins)

Please tag the Business Development Executive

Create school accounts

1

Go to https://hatchcanada.com/staff/mainsite/school/add/ and add the school
2

Add users using bulkuserimport https://hatchcanada.com/staff/bulkuserimport/

What is the domain of the accounts (@schoolname.com)

Schedule Instructors

Check off box when Instructors are scheduled.

Ensure at least one marketing ambassador at the event.

ONLY put email addresses seperated by commas in the fields.

Tag the associated BDE once scheduled.

What is the e-mail of the marketing ambassadors scheduled?

What is the e-mail of the other coaches scheduled?

Send our Event Post-Mortem E-mail

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