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Difference between revisions of "How to Organize a JoomlaDay™"

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(Legal, Organizational, and Fiscal Considerations)
m (Radek moved page How to Organize a Joomla!Day to How to Organize a JoomlaDay™: Changed the term "Joomla!Day" to "JoomlaDay™")
 
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Creating a Joomla!Day requires a combination of good leadership, teamwork, and lots of energy.  A successful Joomla!Day isn't measured solely on the number of attendees, but rather the value of the information shared and the new connections made within the local community.  This is a simple guide that Joomla!Day organizers can use in creating their own Joomla!Days.  Even better, this page should be used by past Joomla!Day organizers to share their knowledge.  The more information the better!
+
Creating a JoomlaDay™ requires a combination of good leadership, teamwork, and lots of energy.  A successful JoomlaDay™ isn't measured solely on the number of attendees, but rather the value of the information shared and the new connections made within the local community.  This is a simple guide that JoomlaDay™ organizers can use in creating their own JoomlaDay™s.  Even better, this page should be used by past JoomlaDay™ organizers to share their knowledge.  The more information the better!
  
  
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== Legal, Organizational, and Fiscal Considerations ==
 
== Legal, Organizational, and Fiscal Considerations ==
To make an official Joomla!Day you have to follow some rules. This can be quite simple or complicated depending on your decisions.
+
To make an official JoomlaDay™ you have to follow some rules. This can be quite simple or complicated depending on your decisions.
  
The first thing you should do when you consider organizing a Joomla!Day event is to read the Joomla!Day Charter at this link:
+
The first thing you should do when you consider organizing a JoomlaDay™ event is to read the JoomlaDay™ Charter at this link:
[http://community.joomla.org/events/joomla-days/975-joomladay-charter.html]
+
[http://events.joomla.org/joomla-day-charter.html]
  
===Requesting a Joomla!Day===
+
===Requesting a JoomlaDay™===
If you know the date and the city you will make your Joomla!day you should send in your request for a Joomla!day. You can do that over a simple form at the [http://opensourcematters.org/joomla-day-request.html OSM Website]
+
If you know the date and the city you will make your JoomlaDay™ you should send in your request for a JoomlaDay™. You can do that over a simple form at the [http://opensourcematters.org/joomla-day-request.html OSM Website]
  
 
===Domain usage request===
 
===Domain usage request===
When you make your first Joomla!Day you normally don't have a domain you can use for the Joomla!Day website. Something like joomladay followed by your top level domain is a good choice e.g joomladay.de or joomladay.nl. It is not the best idea to add the year or something else to the domain name, because you can not reuse the domain next year and you have to go to the approval process again. So keep it simple! It is necessary that you have a running website at the domain you'll use. If you don't have the website but some mockups or graphics then you should make this available. Here is the link to the [http://opensourcematters.org/domain-name-use-request.html domain request form]  
+
When you make your first JoomlaDay™ you normally don't have a domain you can use for the JoomlaDay™ website. Something like joomladay followed by your top level domain is a good choice e.g joomladay.de or joomladay.nl. It is not the best idea to add the year or something else to the domain name, because you can not reuse the domain next year and you have to go to the approval process again. So keep it simple! It is necessary that you have a running website at the domain you'll use. If you don't have the website but some mockups or graphics then you should make this available. Here is the link to the [http://opensourcematters.org/domain-name-use-request.html domain request form]  
  
 
===Logo usage===
 
===Logo usage===
The easy way is to use the conditional Joomla!Day Logos, you can use them without any approval process. If you like to use the Joomla! logo you have to send in a logo usage request and go thru that process. It is strongly recommended to use the conditional logos.
+
The easy way is to use the conditional JoomlaDay™ Logos, you can use them without any approval process. If you like to use the Joomla! logo you have to send in a logo usage request and go thru that process. It is strongly recommended to use the conditional logos.
  
Conditial Logo:
+
Conditial Logo Example Use:
  
 
[[File:Joomladay-logo-white.png]]
 
[[File:Joomladay-logo-white.png]]
 +
 +
===Listed at joomla.org===
 +
You can have your JoomlaDay™ listed at [[http://community.joomla.org/events.html Joomla,org]]. The process for being listed is quite simple send an email to eventsteam at opensourcematters,org with your promotion text. Normally we have this small poster for the event, it speeds up the process when  you send this with your promotion text, at least you have to send a picture we can use. Please make sure that the license for the picture allow such a usage.
  
 
== Building the Right Website ==
 
== Building the Right Website ==
Don't forget to include prominent and appropriate places in your site for your sponsors
+
Don't forget to include prominent and appropriate places in your site for your sponsors and speakers.
 +
 
 +
A suggested site structure would include the following sitemap structure:
 +
 
 +
Home | Registration | Speakers | Sponsors | Venue | Contact Us | Hotels
 +
 
 +
There are also some great Event Registration extensions (both commercial and free) available for Joomla and if you would like to use one to manage your event registrations for your JoomlaDay™ you should consider contacting the developer (in case of a commercial offering) and ask them if they would donate their extension to your JoomlaDay™ for your registrations.
 +
 
 +
'''You have to put the following disclaimer on your Website:'''
  
 +
:JoomlaDay<sup>&trade;</sup> events are officially recognized, but not organized, by the Joomla!<sup>&reg;</sup> Project and Open Source Matters, Inc.  Each event is managed independently by a local community.
  
 
== Choosing a City ==
 
== Choosing a City ==
Line 88: Line 100:
  
 
== Choosing Speakers ==
 
== Choosing Speakers ==
Where possible you should aim to have local speakers. Having international speakers can be a great attraction for your event but try to avoid having too many speakers who are not presenting in the native language of the JoomlaDay.
+
Where possible you should aim to have local speakers. Having international speakers can be a great attraction for your event but try to avoid having too many speakers who are not presenting in the native language of the JoomlaDay™.
  
 
== Finding Fiscal Support and Sponsors ==
 
== Finding Fiscal Support and Sponsors ==
  
 +
===OSM===
 +
As an approved JoomlaDay™ you can get fiscal support from OSM. The usually amount is $500.00 USD. This money is for covering the costs, if a JoomlaDay™ makes surplus then the Joomla Day organizers need to give the money back to OSM.
 +
 +
OSM can send the money to a PayPal account, send a check or transfer the money to a Bank account. For an international wire transfer OSM need the following information:
 +
 +
* Name of bank account holder
 +
* Address of bank account holder
 +
* Phone number of bank account holder
 +
* Bank account number
 +
* CHIP S/UID# or SWIFT/BIC
 +
* Bank Name
 +
* Bank address
 +
* Bank City
 +
 +
Please contact OSM directly to request this support.
 +
 +
===Sponsors===
 
When you try to find sponsors, don't forget that you are dealing with companies. They expect professional and reliable information and agreements.
 
When you try to find sponsors, don't forget that you are dealing with companies. They expect professional and reliable information and agreements.
  
Line 101: Line 130:
 
* sponsoring contract and invoice
 
* sponsoring contract and invoice
 
* some information about Joomla, the event and the expected audience
 
* some information about Joomla, the event and the expected audience
 
 
* one person in the team should be responsible for the sponsors
 
* one person in the team should be responsible for the sponsors
 
* create a list of possible sponsors
 
* create a list of possible sponsors
 
* set up a webpage for sponsors
 
* set up a webpage for sponsors
* set up an emailaddress like sponsor@yourevent.tld
+
* set up an email address like sponsor@yourevent.tld
  
 
== Running an Efficient Give-Away ==
 
== Running an Efficient Give-Away ==
 
Giving away donated goods and services at the end of the day can be a very slow and boring process. Joseph LeBlanc created a Joomla extension that will make the whole process much faster and less painful http://extensions.joomla.org/extensions/miscellaneous/15024
 
Giving away donated goods and services at the end of the day can be a very slow and boring process. Joseph LeBlanc created a Joomla extension that will make the whole process much faster and less painful http://extensions.joomla.org/extensions/miscellaneous/15024
  
''"This component allows you to award giveaways at random to the attendees of a JoomlaDay. There are mass import functions for attendees and giveaways, as well as a CSV export feature for downloading the final results. Winners can also be displayed on the frontend of the website."''
+
''"This component allows you to award giveaways at random to the attendees of a JoomlaDay™. There are mass import functions for attendees and giveaways, as well as a CSV export feature for downloading the final results. Winners can also be displayed on the frontend of the website."''
 +
 
 +
Another thing that has worked well for non-tangible products such as template and extension provider sponsors is to print business cards (or similar) with unique coupon codes/passwords and put these cards into goodie bags that would be handed out randomly during check-in. This will ensure that the giveaway coupons are distributed randomly and make a nice surprise for the attendees. Then just provide the sponsors with duplicate copies of the coupon codes you distributed so they can verify the winners when they get contacted later.
 +
[[Category:Events Working Group]][[Category:Events]]

Latest revision as of 06:37, 10 June 2013

Creating a JoomlaDay™ requires a combination of good leadership, teamwork, and lots of energy. A successful JoomlaDay™ isn't measured solely on the number of attendees, but rather the value of the information shared and the new connections made within the local community. This is a simple guide that JoomlaDay™ organizers can use in creating their own JoomlaDay™s. Even better, this page should be used by past JoomlaDay™ organizers to share their knowledge. The more information the better!


Contents

First Steps and some Basics

The best way to start is building a small team. This team should meet regularly and the members of the team should be informed about all the things that are going on. Keep this team small, 3 or 4 people are a good size, if you have more than that, finding a meeting time will become more complicated and the meetings will take more time and become less focused.

Assign individual tasks. Nobody should have the weight of the entire event on their shoulders. Spreading the tasks out to others in the team will make everything easier in the end and promotes accountability within the team.

Document what you have discussed in the meetings, an easy way is to do that is within the meeting with a shared document. Google docs is quite good for that. Documenting the meeting minutes immediately after the meeting will ensure accuracy and accountability.

Start small with your event, you can extend it later but it is easier to extend then to reduce the size later.

Legal, Organizational, and Fiscal Considerations

To make an official JoomlaDay™ you have to follow some rules. This can be quite simple or complicated depending on your decisions.

The first thing you should do when you consider organizing a JoomlaDay™ event is to read the JoomlaDay™ Charter at this link: [1]

Requesting a JoomlaDay™

If you know the date and the city you will make your JoomlaDay™ you should send in your request for a JoomlaDay™. You can do that over a simple form at the OSM Website

Domain usage request

When you make your first JoomlaDay™ you normally don't have a domain you can use for the JoomlaDay™ website. Something like joomladay followed by your top level domain is a good choice e.g joomladay.de or joomladay.nl. It is not the best idea to add the year or something else to the domain name, because you can not reuse the domain next year and you have to go to the approval process again. So keep it simple! It is necessary that you have a running website at the domain you'll use. If you don't have the website but some mockups or graphics then you should make this available. Here is the link to the domain request form

Logo usage

The easy way is to use the conditional JoomlaDay™ Logos, you can use them without any approval process. If you like to use the Joomla! logo you have to send in a logo usage request and go thru that process. It is strongly recommended to use the conditional logos.

Conditial Logo Example Use:

Joomladay-logo-white.png

Listed at joomla.org

You can have your JoomlaDay™ listed at [Joomla,org]. The process for being listed is quite simple send an email to eventsteam at opensourcematters,org with your promotion text. Normally we have this small poster for the event, it speeds up the process when you send this with your promotion text, at least you have to send a picture we can use. Please make sure that the license for the picture allow such a usage.

Building the Right Website

Don't forget to include prominent and appropriate places in your site for your sponsors and speakers.

A suggested site structure would include the following sitemap structure:

Home | Registration | Speakers | Sponsors | Venue | Contact Us | Hotels

There are also some great Event Registration extensions (both commercial and free) available for Joomla and if you would like to use one to manage your event registrations for your JoomlaDay™ you should consider contacting the developer (in case of a commercial offering) and ask them if they would donate their extension to your JoomlaDay™ for your registrations.

You have to put the following disclaimer on your Website:

JoomlaDay events are officially recognized, but not organized, by the Joomla!® Project and Open Source Matters, Inc. Each event is managed independently by a local community.

Choosing a City

The city where the event shall be should be easy to reach for the targeted audience. Public transportation should be available to the city and to the venue. There should also be enough hotels (check prices!).

Larger cities offer better infrastructure, but mostly the venues are more expensive. Don't forget to check smaller cities with good infrastructure.

Checklist:

  • possibly in the centre of your country / region
  • public transportation (airport, train, bus)
  • Hotels / Hostels
  • available locations for social events
  • price range of available venues

The final decision for the city should be made together with the venue.

Choosing a Venue

Before choosing the venue, some key facts should be planned:

  • expected number of attendees (audience + team + speaker + sponsors)
  • rough timetable (how many rooms?)
  • catering
  • BUDGET

There are a lot of different types of venues possible: conference hotels, companies, university, ... All of them have advantages and disadvantages. A venue at a university can be very cheap - but normally, you have to care for everything on your own (technical equipment, catering, cleaning, ...) while conference hotels offer full service, but are most expensive.

When you compare the prices for the venues, don't forget to include the technical equipment (Projector/Beamer, WiFi, Whiteboards, Sound, ...). If this is not included, this may be expensive to rent.

Choosing a Date and Time

Check the following dates:

  • vacation / holidays
  • other large events in the selected city
  • other events in the Joomla-Community (esp. if you plan to invite international speakers)
  • other web/development related events

There should be at least 2 weeks between other similar events.

The event should be planned at least (!) 6 - 8 months in advance!

Choosing the Schedule Structure

Lecture, breakout rooms, and unconference modes.

Lecture

Breakout Rooms

Unconference

Choosing Speakers

Where possible you should aim to have local speakers. Having international speakers can be a great attraction for your event but try to avoid having too many speakers who are not presenting in the native language of the JoomlaDay™.

Finding Fiscal Support and Sponsors

OSM

As an approved JoomlaDay™ you can get fiscal support from OSM. The usually amount is $500.00 USD. This money is for covering the costs, if a JoomlaDay™ makes surplus then the Joomla Day organizers need to give the money back to OSM.

OSM can send the money to a PayPal account, send a check or transfer the money to a Bank account. For an international wire transfer OSM need the following information:

  • Name of bank account holder
  • Address of bank account holder
  • Phone number of bank account holder
  • Bank account number
  • CHIP S/UID# or SWIFT/BIC
  • Bank Name
  • Bank address
  • Bank City

Please contact OSM directly to request this support.

Sponsors

When you try to find sponsors, don't forget that you are dealing with companies. They expect professional and reliable information and agreements.

Before contacting sponsors, prepare

  • sponsoring options (e.g. gold-sponsor, silver-sponsor, ...)
  • sponsoring packages (what does the sponsor get)
  • prices for options and packages
  • sponsoring contract and invoice
  • some information about Joomla, the event and the expected audience
  • one person in the team should be responsible for the sponsors
  • create a list of possible sponsors
  • set up a webpage for sponsors
  • set up an email address like sponsor@yourevent.tld

Running an Efficient Give-Away

Giving away donated goods and services at the end of the day can be a very slow and boring process. Joseph LeBlanc created a Joomla extension that will make the whole process much faster and less painful http://extensions.joomla.org/extensions/miscellaneous/15024

"This component allows you to award giveaways at random to the attendees of a JoomlaDay™. There are mass import functions for attendees and giveaways, as well as a CSV export feature for downloading the final results. Winners can also be displayed on the frontend of the website."

Another thing that has worked well for non-tangible products such as template and extension provider sponsors is to print business cards (or similar) with unique coupon codes/passwords and put these cards into goodie bags that would be handed out randomly during check-in. This will ensure that the giveaway coupons are distributed randomly and make a nice surprise for the attendees. Then just provide the sponsors with duplicate copies of the coupon codes you distributed so they can verify the winners when they get contacted later.