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Conferences Organization Manual


Conferences Organization Manual – Section 13

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13.0 THE REGISTRATION COMMITTEE

The overall responsibilities of the Registration Committee are the following:

  • How registration will be handled, manually, computer, web, etc.
  • Services provided by volunteers or contracted to a Registration Co.
  • Registration Form
  • Registration Information Contact
  • Payment Policy
  • Payment Method and Currency
  • Administrative Responsibilities
  • Name Badges
  • Assembly of Registration Packets
  • Layout of Registration Area
  • VIP Handling
  • Supplies
  • Registration Hours
  • Staffing and Training
  • Reports
  • On-Site Registration Operation and Management
  • Security
  • Final Report

In addition to the Chair, the Registration Committee should have at least one or two secretarial or clerical assistants. The Chair and his assistants will be bonded for the duration of the conference via the IEEE Insurance Plan. Their duties are to handle advance registration and registration and ticket sales at the conference. The Conference Treasurer will prescribe procedures for the processing of cash, credit cards and other receipts.

The primary purpose of the registration committee is to insure the registration process runs smoothly. It is the most visible of functions, and the first that the attendee encounters. Therefore, it is imperative that registration be efficient, orderly and friendly, as it tends to set the tone for the conference.

A second and very important function of the registration process is to give accurate and up-to-date information on anticipated attendance at all the social functions that will take place at the conference. The Local Arrangements Committee depends heavily on the Registration Committee for its food and beverage guarantees for all the social functions. The Finance Committee also depends on the numbers and projections of the Registration Committee to make forecasts and adjustments to the budget, if necessary.

A third purpose of the registration function is to gather data on the attendees for future use. The information is used for member solicitation purposes and future conference mailings. Future conference committees use statistics on registration patterns.

13.1 SPECIFIC ASSIGNMENTS

(1) Account for all advance registration, record data in convenient form, remit all funds to Conference Treasurer in the following categories; (Advance Registration, Luncheons, Banquets, Inspection Trips, etc.). A tally of each category in terms of numbers of persons, as well as dollars, should be kept.

(2) Coordinate routing and confirmation of hotel reservations with the Hospitality Chair or directly with hotel management.

(3) Prepare name badges for inclusion with registration packages provided for each advance registrant, along with appropriate banquet and luncheon tickets.

(4) Confirm registration space requirements, including desired number of chairs and tables, with Meeting Facilities Chair.

(5) Provide for necessary supplies for registration desk, including blank badges, badges and ribbons for committee and staff members, programs and standard desk items (pencils, paper clips, staples, envelopes, message pads and cash receipt forms).

(6) Develop detail plan of action for entire registration procedure at the conference covering the following:

a. Provision should be made for at least one registration team to be at desk on the evening preceding the conference in order to process early registrants.

b. Separate provisions should be made to process advance registrants in order to minimize waiting time.

c. The assignment of a Cashier to registration desk should be confirmed with the Finance Chair. The Cashier's responsibilities is to make up individual cash boxes with adequate small change for each registration clerk, to check cash boxes in and out, to distribute meal tickets to appropriate clerks, to disburse petty cash on the authority of the Treasurer and to keep accurate current financial records of each account.

d. Provision for processing on-site registration, badges, messages, assignment lists of relief personnel; arrangements for messenger service.

Details of some of these functions are given in subsequent sections.

13.2 REGISTRATION FORM

The most difficult and important task to be accomplished early on by the Registration Committee, and the task that requires the most interaction with other committees, is the development and design of the registration form. The deadline for the production of the registration form forces all other committees with input to the form to define, schedule, and price events that will take place at the conference. The Program committee has input regarding technical events. The Local Arrangements Committee has obvious input regarding all the social events that are available to attendees. The Publicity Committee is responsible for the dissemination of the form, and its schedule in part determines the deadline for production of the form. It is advisable that the entire committee proofread the form very carefully, as small errors can prove time-consuming and costly. The items below should appear on the registration form:

  • Conference Title, Dates & Location
  • Purpose of Content
  • Sponsorship & IEEE Logo
  • Contact Information (Home/Business)
    • Prefix: (Prof., Dr., Mrs., Ms., Mr.)
    • Last Name (Family Name/Surname)
    • First Name, Middle Initial
    • Affiliation (Organization/Institution/Company)
    • Mailing Address
      • Address 1
      • Address 2
      • City
      • State/Province
      • Zip/Postal Code
      • Country
    • Email Address (home/business)
    • Telephone (home/business)
    • Fax (home/business)
    • Emergency Contact & Telephone
  • Name for Badge
  • IEEE Member Number
  • Registration Fees
    • Member/Non-member
    • Advanced/On-Site
    • Life Members/Retired/Students
    • Guests
  • Workshops
  • Tutorials
  • Exhibits
  • Tours (information & fees)
  • Social Events
  • Hotel Information
  • Transportation
  • Special Air Fare Arrangements

Note: Under no circumstances should you have your bank information posted anywhere on the conference website. If you accept wire transfers have the attendee contact a committee member for instructions.

Some guidelines for the form design: Separating first and last name character boxes greatly reduces the possibility of transposing first and last name, also reducing the likelihood of printing an incorrect name badge. An incorrectly inputted name in the computer causes delays at the registration desk on-site, because the registration packet will not be easily found, and the attendee will rightfully request that his name badge be reprinted with his correct name. Most fields have a reason for being formatted in the way they are formatted, and should not be altered. It is recommended that all published registration forms be identical (the only exception to this is the on-site registration form from which the early registration rates should be deleted), and coded to identify source -- that is, early publicity, various publications, the advance program. Interaction with the publicity committee is required.

All events and items on the form that require payment should be priced in round currency units. This makes calculations simpler and precludes the need for coins during the conference.

13.3 PAYMENT METHOD AND CURRENCY
At most conferences, cash, checks and credit cards are accepted. The IEEE accepts American Express, Visa, MasterCard, Discover and Diner's Club. Although a fee must be paid to a credit card company, it is strongly recommended that some credit cards be accepted by the conference, for the convenience of the attendees. An attendee may fax/e-mail their registration and payment only with a credit card.

Unless a conference is using IEEE Conference Management Services to collect on-line credit card registrations, it is strongly recommended that the conference ensures that the 3rd party processor (includes software used by the conference) is compliant with the new payment card industry security standard.

All questions regarding credit card processing should be forwarded to IEEE Conference Services.

13.4 NAME BADGES
The name badge for any conference should be easily readable, with letters large enough to read without squinting. Although this seems an obvious point, badges are rarely printed in this way. The badge itself should be large enough to accommodate the logo of the conference (which should NOT take up a significant portion of the badge), a bold and large-lettered name (24 pt. size), under which should be printed the individual's company name (in 12 pt. bold). The large-lettered name is a great help to many attendees who only see colleagues infrequently, and to exhibitors who wish to address an attendee.

Samples of Badge Data Layout:
  First Name Full Name Full Name
  Full Name Organization Organization
  Organization City, State, Country  
  City, State, Country    

Clear plastic clip-on badge holders are the most commonly used type, and can be used by both men and women. However, a few pin back holders should be available for those people who may not be wearing a jacket or lapelled blouse or dress. Both types of holders must, of course, fit the size of the badge.

If identifying ribbons are to be used, the different colors and categories must be decided early in the planning phase. Coordination with other committee members on the types of ribbons required is essential. It is recommended that the quantities ordered of each type of ribbon be greater than the anticipated need, particularly if the ribbons are not being supplied locally.

13.5 ASSEMBLY OF REGISTRATION PACKETS
Assembling the registration packets is a very labor-intensive task. To avoid rushing this process and the concomitant paper cuts on workers' hands; it is essential to plan for this workload well in advance. Workers must be scheduled and prepared to stuff many empty manila envelopes. The pre-registered attendees packets should be physically verified and double-checked against the original pre-registration form to catch any problems prior to the conference. This takes a great deal of time but the results are worth the extra effort. If it is done, there will be very few problems encountered with misspelled name badges or incorrect tickets with the pre-registered attendees.

Invariably, there will be material from other committees that will need to be stuffed in the pre-registrants packets, and in some cases in the packets of the on-site registrants. Deadlines for submission of material from other committees should be communicated well in advance so as to avoid an extra round of stuffing envelopes. Items such as Spouse's Hospitality information, Speakers' Breakfast information, and various invitations can and should be prepared well in advance and not given to the Registration Committee at the last minute.

It is important that the name of the attendee appear in the upper right corner of the packet, so that when the packets are assembled in cartons or bins (easily transportable to the conference site), the name will be easily readable. Packets should be arranged alphabetically.

13.6 SUPPLIES
Computers, printers and office supplies such as scissors, paper clips, staplers, pens and pencils will be needed at the pre-and on-site registration stations. Other items that must be transported to the conference site are:

  • Final programs
  • Pre-Registration packets
  • Binders with advance registration forms
  • Committee meeting schedules
  • Credit card imprinters and charge forms (if required)
  • Ticket and badge card stock, badge holders, and ribbons
  • Paper for reports
  • Telephones (for credit verification)
  • Internet Connection for Web Registration (telephone lines/Broadband)
  • Blank registration forms
  • Other printed material for distribution

13.7 ASSIGNMENTS CARRIED OUT DURING CONFERENCE
The Registration Chair or assistant(s) should be on hand at all times to answer questions and resolve problems that may arise during the conference. Approval of the Registration Chair is always required for issuance of session badges for the working press, which should be furnished, without charge, on presentation of credentials. Also, the Conference Chair should approve the list of names of any VIP registrants who are to receive badges without payment of a fee.

The registration system must be tested, the registration personnel trained, and the registration materials double-checked by the time registration opens, preferably one day prior to opening day of the conference. The registration area must be organized for ease of access, and a mock run-through carried out to see how well traffic flows behind the registration desk. The registration packets and other materials should be arranged in such a way as to facilitate movement and access.

The advance registration area could have several queues, alphabetically separated. Appropriate registration packets should be located at each queue position. The on-site registration desk may have one queue, as in a bank, to allow the registrant to proceed to the next available on-site station.

A special information desk should be set up in the registration area, and be highly visible, and preferably be situated in such a way that the attendee sees this desk before the registration desk. If this is not possible, questions about sessions, tours, the social events and the like can be referred to the information desk by the registration staff. This will lessen the amount of time it takes to process each registrant.

The screeners should roam the lines to assist and answer any questions that attendees may have, and to insure that the attendee is waiting in the right line. A printout of all attendees by last name, first name, and company should be given to the screeners, who can check names of attendees.

The busiest times at the registration desk are the opening evening and the following morning, with a sharp drop-off after that. It is critical that the desk is fully staffed at both times. When the area is busy, the screeners and other registration personnel should be advised to politely ask registrants whose needs are not immediate (name changes, refunds) to return when it is less busy.

13.8 FEEDBACK FORM
The registration package should include a conference evaluation form. This would help the sponsoring entity to make improvements based on attendee's feedback.

13.9 ASSIGNMENTS CARRIED OUT AFTER CONFERENCE
Registration lists and tabulations should be prepared as requested by the sponsoring entities. These lists should show if each attendee is a member of IEEE and/or a member of any of the sponsoring organization. Copies of registration lists should be furnished to the Conference General Chair for inclusion in the Final Report.


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