Events Planning Checklist

Work with your Department Chair or Program Director to:

  • Complete the Lecture/Event Proposal form
  • Confirm availability of funds
  • Check planning calendars of future events for possible dates, to avoid conflicts:

1.       Middlebury's Calendar (which is located on this page)

  • Obtain budget EDORDAs

2.   Verify the lecturer's citizenship:  If the lecturer is NOT a U.S. citizen, please contact International Student & Scholar Servies to determine whether a visa will be necessary.

3.   Confirm dates with speaker, then inform your Department Chair that dates are confirmed.

4.   Reserve space and facilities:

  • Room/space reservations are made through the Department of Event Management
  • Rooms are reserved by completing the online Event Reservation Request form (login required).
  • You may submit your event information for the calendar right on the event reservation form or you may choose to submit it later on the Event Calendar Posting Request (login required).

5.   Travel and accommodations for your lecturer or performer:

  • Reserve accommodations (EDORDA needed).
  • Arrange for travel through Direct | Accent Travel (388-3125, or 1-800-666-3125) or Milne Travel (388-6600, or 1-800-906-4563) whenever possible (FOAP needed).
  • Arrange airport pickup.

6.   On-campus dining for the event itself:

  • You must first contact the Event Management office (x2885) to set up an appropriate venue for your event and to work out arrangements.
  • Check this page to see if there are special policies regarding the venue.
  • Arrange for catering.
  • If you are planning to serve alcohol, review the College's alcohol policies before making arrangements. Keep in mind that any event for which you will serve alcohol must be licensed, and requires at least 21 days lead time. Check with your caterer if they will be serving the alcohol.

If you experience any difficulty in this process call Dept. of Event Management (x2885) for assistance.

  • Individual invitations to appropriate faculty and students. An RSVP is required for dinners. Dining services will need your final count 48 hours before the event. (They allow for 10% variation either way and charge for the actual number served within that range. You should therefore over-invite slightly to get the number you hope to have attend, since there will inevitably be some no-shows).

7.   Preparing the honorarium:

  • Obtain a W-9 form on this page and either have the speaker fill it out in advance and return it, in order to receive the honorarium while still on campus, or have the speaker complete the form while on campus and arrange for the honorarium to be mailed later. Non-U.S. citizens who do not have a Social Security number do not need to complete this form; just write "Foreign National; No Social Security Number" on the voucher.
  • The visitor will need to be set up in Oracle as a vendor before you can submit request for payment. 
  • Request payment through Oracle including the W-9 and poster advertising the event and the lecturer's "highlight paragraph" which should include the following information:

a.      Lecturer's name, title, and affiliation

b.      Date and title of lecture

c.      Key points of the lecturer's research

d.      Their latest publications (books or articles)

e.      A statement as to why this lecturer was important to the department's curriculum

f.      The approximate attendance of the event.

8.   Publicity:

  • When preparing posters for the lecture, be sure to give credit to any program enrichment fund(s) supporting the event.
  • Weekly Calendar: If you have not submitted your event listing by seven days prior to your event, it will not appear on the events calendar.
  • Press release, where appropriate, through the Office of Communications and Marketing.
  • Campus posters (from 40-70) distributed to dept. coordinators, posted in major classroom buildings, major student centers (Library, Voter, Proctor, McCullough), and possibly in dorms.

9.   Payment for lecturer's travel expenses:

  • Collect ticket stubs (if ticket has not been charged directly to a College account) and supporting documents for other reimbursable expenses where necessary, and calculate mileage at current mileage reimbursement rate for the submission for reimbursement through Oracle.
revised 6/19