Updated 5/19/23

STEP 1: PROSPECTUS APPROVAL FROM EXECUTIVE COMMITTEE

The sponsor submits a prospectus (including goal for training, speaker, brief summary of topic, and proposed honorarium) to the EXECUTIVE COMMITTEE (current contact Jean M. Birbilis) through the following Google Form: https://docs.google.com/forms/d/e/1FAIpQLSff17X4hIAe9MjTQztEZgVQ2R_dIyeejBQsCVGMxufrSDEBOA/viewform?usp=sf_link

• SUBMIT GOOGLE FORM
• APPROVED BY EXECUTIVE COMMITTEE

STEP 2: WORK WITH E&T CHAIR ON APPROVAL OF CE CREDITS (only necessary if you are offering CE)

After the Executive Committee approves training, sponsor develops a more comprehensive proposal including:

• Speaker: Name and credentials.
• Date and time: It should be at least 3 months away to prepare for scheduling. (It is recommended that the time be amenable across the country to account for the 3 hours time difference - e.g., 11-2:15 ET means the event will be 8 am to 11:15 on the Pacific Coast.)
• Advertising plan: How will you advertise this opportunity?
• CE Information
  1. Similar in form and content to a workshop at a conference, the CE CHAIR will need:
     1. Title
     2. Abstract
     3. Name and Affiliation of presenter(s)
     4. Length of the workshop. Number of hours (separately for each segment IF offered on separate days; minimum of 1 hour)/ Separately, specify the associated number of CE credits on offer. These are computed as 1hr = 1CE, have to be a minimum of 1, and can go in .25 increments from there. Pro Tip: Make sure these are specified separately from the number of clock hours for the offering.
     5. Learning objectives (LOs). The number needed varies a bit by length of the workshop. Three LOs covers most situations up to 3 hrs.  The wording has to be ‘just so.’ See the attached .pdf about it.
     6. Three citations from the literature that directly relate to the presentation, At least 2 of the 3 must be primary source material (peer-reviewed articles, empirically-based if possible). They should all be published within the past 10 yrs.
     7. Presenter CV. APA provides a recommended format for CVs (in case some presenter isn’t familiar with the genre, e.g., outside the field, international, etc.). Whatever people typically use professionally in North America is fine (i.e., no additional tailoring is needed to fit the APA model). Ideally translated into English if that is not the original. Alternatively, talk to CE CHAIR (currently Ken Critchfield) if there is something unusual; the APA standard here is to verify relevant expertise and background; review of a CV is not the only method, just a convenient one.
     8.  A survey needs to be created from a template to give to all attendees (also attached). Their responses are anonymous and CE credits do not hinge on return of the survey, but everyone needs to have been given/offered a survey.

This will all be submitted through the following Google Form:  https://docs.google.com/forms/d/e/1FAIpQLSewXT9KP-72m_eZWr4vzhwy8M2lxP_J8brWKuaScKMMYRWv_Q/viewform?usp=sf_link

Submit proposal to E&T CHAIR (currently Melissa Jones). E&T Chair reviews, approves, passes on to CE CHAIR (currently Ken Critchfield) for final approval and edits. Once approved, CE Chair informs E&T Chair and sponsor and all move on to Phases 3 & 4 concurrently. 

• GOOGLE FORM SUBMITTED TO E&T CHAIR
• E&T CHAIR APPROVED
• E&T CHAIR SEND DOCUMENT TO CE CHAIR
• CE CHAIR APPROVED
• CE CHAIR EMAILS APPROVAL TO E&T CHAIR AND SPONSOR

STEP 3: COMPLETE ON WORKSHOP LOGISTICS

A) LIVE WORKSHOPS

1. Talk to Tracey Martin to set up registration for the workshop. Determine cost. You may want to consider having the workshop be free to members of Div 29 as an incentive for people to join Div 29. Work with Tracey to create a link where people can go to register for the workshop.
2. If necessary, schedule a practice session with the presenter, the host, and Tracey in order to make sure everyone is familiar with the technology.
3. Decide who is going to host the workshop (welcome everyone, introduce the speaker, address questions on the chat, etc).
4. Make sure to send reminders to the people who have registered one week before and the day before, and perhaps also the morning of the event. Include the link. Designate someone responsible for reminders. Ensure that everyone who registered has the link.
5. During the workshop, make sure that someone is keeping track of attendees (before and after a break included) to report to CE Chair.

• SPONSOR CONSULTED WITH TRACEY TO SET UP WORKSHOP
• REGISTRATION LINK COMPLETED BY TRACEY
• PRACTICE SESSION/LOGISTICS/HOST FINALIZED
• EMAIL REGISTRANTS REMINDER AND LINK 1 WEEK BEFORE
• EMAIL REGISTRANTS REMINDER AND LINK DAY BEFORE
• ATTENDANCE RECORDED
• CE CREDITS DISTRIBUTED

Tentatively on hold

B) SET UP ONLINE/HOME STUDY OPPORTUNITY

1. SUBMIT VIDEO TO PUB BOARD (CURRENTLY JENNIFER CALLAHAN) TO POST ON YOUTUBE
2. IF YOU WANT TO PROVIDE CE CREDIT, SUBMIT THIS FORM
3. ONCE CE IS APPROVED, CREATE A GOOGLE FORM WITH RELEVANT INFO FOR PEOPLE TO COMPLETE TO RECEIVE CREDIT
4. WHEN YOU RECEIVE THE FORM, SHARE WITH CE CHAIR TO ASSIGN CREDIT

• SUBMIT VIDEO TO PUBLICATIONS BOARD TO POST ON YOUTUBE, GET LINK
• IF WANTED, SUBMIT GOOGLE FORM TO RECEIVE APPROVAL FOR CE CREDITS
• WORK WITH CE CHAIR TO CREATE GOOGLE FORM FOR SURVEY
• CHECK GOOGLE FORM REGULARLY
• CE CHAIR (CURRENTLY KEN CRITCHFIELD) AWARDS CE CREDITS

STEP 4: ADVERTISE WIDELY

• Prepare a flier with all of the relevant information (example here). Be sure to get promotional material approved by the current CE chair. There are rules for how to correctly language the offering of CEs in announcements or promotion of the event (including just internal emails). The Division/CE Chair needs copies of any announcements or promotional materials for our archive and APA’s auditing/review process.
• Send all promotional information to PUBLICATION BOARD CHAIR (currently Jennifer Callahan). They will oversee publication/advertising.
• Send all promotional information to INTERNET EDITOR (currently Zoe Ross-Nash) that advertising has been sent to social media, listservs, etc.
• Crowd-source people on your committee and other professional acquaintances and ask them to share the flier with therapist-related social media groups, listservs, anyone they can think of.
• CREATE FLIER
• APPROVE FLIER WITH CE CHAIR
• CREATE EMAIL TO REQUEST PEOPLE TO DISTRIBUTE FLIER
• PROMOTIONAL INFORMATION TO CHAIR OF PUBLICATIONS BOARD (CURRENTLY JENNIFER CALLAHAN)
• CONTACT ALL DIVISION LEADERSHIP WITH REQUEST TO DISTRIBUTE PROMOTIONAL MATERIAL

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