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Name
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Notes
Sum
Proj
CRM
Question
CRM Field
CKH Event Field
Section
Name
Example
Select list
Notes
Sum
Proj
CRM
Question
CRM Field
CKH Event Field
1
Staff
Leadership Solutions
Rose Jones
Person
Really needed in proj?
2
Staff
Staff Attending
Carrie Yantzer, Wendy Cox
Person
Really needed in proj?
3
Event
Conference Name
2024 CASE 55th Annual Summer Conference
4
Event
Theme
5
Event
Date(s)
Date Range
6
Event
Location
Beaver Run Resort / 620 Village Rd. / Breckenridge, CO
Text
8
Event
Contact Name
Brittany Greunke
Person
Really needed in proj?
10
Opportunities
When
Wednesday, July 24th 3:00pm-6:00pm
Date/Time Range
11
Opportunities
Room
BR Imperial Ballroom
Text
12
Opportunities
Presenter
Rose Jones, Carrie Yantzer
Person
13
Opportunities
Title
Creating a School Culture That Excites, Empowers, and Equips
Text
14
Opportunities
Write-Up
This session will discuss the key ingredients to create an exceptional school culture. In addition, we will unpack how to showcase your culture to recruit great new professionals in education for your schools and districts. This session will include a panel of exceptional educators for Q&A.
Text
15
Keynote Opportunity
Keynote Speaker
Person
Really needed in proj?
16
Keynote Opportunity
Keynote Contact
Person
17
Keynote Opportunity
Notes
What do you want participants to leave with or have learned?
What are your goals for this keynote?
Text
18
Keynote Opportunity
Topic
Text
19
Keynote Opportunity
Audience Makeup
Text
20
Keynote Opportunity
Expected Attendance
Number
21
Keynote Opportunity
Other Speakers
None, John Doe
Text
22
Additional Activities (Dyn)
Activity
Breakfast, lunch, dinner, golf, etc
Text
23
Additional Activities (Dyn)
Location
Address
Text
24
Additional Activities (Dyn)
Website
link
Link
25
Additional Activities (Dyn)
Phone
Phone #
26
Additional Activities (Dyn)
Date
1/1/2024
Date/Time
27
Additional Activities (Dyn)
Confirmed With
Tom Thompson
Text
28
Additional Activities (Dyn)
Confirmed Date
11/15/2024
Date
29
Additional Activities (Dyn)
Guests
Jane Doe, John Doe
Text
30
Agenda
Agenda
Text, link, or file??
Link
31
Booth
Booth #
1681
Text
Really needed in proj?
32
Booth
Set Up
7/23/24 3:00pm-6:30pm
Date/Time Range
33
Booth
Break Down
7/25/24 4:45pm-6:30pm
Date/Time Range
34
Exhibits Open (Dyn)
Description
Exhibitor Networking Reception
Text
35
Exhibits Open (Dyn)
Timeslot
7/23/24 3:00pm-6:30pm
Date/Time Range
36
Materials (Dyn)
Name
CKH Rack Cards
Text
Does approval for these elements happen IN projects?
37
Materials (Dyn)
File
*link to resource*
Link
Really needed in proj?
38
Materials (Dyn)
Guidlines
4.58x9.58 inch
Printed Full Color, front & back
Print on Postcard Paper (glossy finish)
150 copies (this is just a suggestion)
Text
Some of these details could be “attached” to the resource...
Suggested # of prints probably matters
Really needed in proj?
39
Additional Details
Conference Details
*link to a page where common conference information is posted, ex: CASE Wellness Challenge details
Link
40
Additional Details
Approved By
Jordan Smallwood
Person
Where does this approval HAPPEN and where is it stored? Form? Project? CRM field?
41
Additional Details
Approved Date
8/25/23
Date
*same
42
Additional Details
Payment Request
Is part of the Platinum Annual Sponsorship
Text
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