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package YAPC;
use strict;
use vars ($VERSION);
$VERSION = '1.03';
1;
__END__
=head1 NAME
YAPC - Yet Another Perl Conference information and documentation
=head1 SYNOPSIS
Advice for anyone organizing an open source conference.
=head1 DESCRIPTION
This module contains documentation and some support code for proposing,
planning, and executing a technical conference. While the specifics
are relevant to a series of conferences supported by the Yet Another
Society, the content may be informative for any group with an interest
in promoting collaborative efforts and discussion on a focused
technical topic.
The intended audience is a small, but dedicated, crew that would intend to
take on such an event as the Yet Another Perl Conference, a grass-roots
conference and symposium series on the Perl programming language. These
conferences have been carried out in a stronghold of interest by small local
core groups, with the aid of the local users groups and members of the
community.
=head1 SELECTING SITES
Before you think about anything to do with the organizing of an open source
conference, there is one important thing you need to remember throughout. The
conference is a means to bring together like minded souls, from all walks of
life, to meet and learn. The "all walks of life" is the important bit. We are
all very different people and you'll need to remind yourself occasionally that
you're not only organising a conference to get your friends to come visit you,
but also to bring new people into the community and give them a good experience
of the community, so that they stay involved and contribute long after the
conference is over. As much as possible try to be inclusive, think about
accessibility and dietary requirements, and your attendees will thank you for it
later.
=head2 Finding A Venue
This should be your highest priority before even considering making a bid to
host a conference. Without the venue, you don't have a conference. However, that
doesn't necessarily mean you need to have a venue booked before making the bid.
Do consider all the possible venues available to you. Being able to submit your
bid with a primary choice and one or two backup plans, shows you have considered
some of the what-if scenarios.
In many countries and cities you may be able to make use of traditional
educational facilities, which have been a stable source of ready made
infrastructure for many past open source conferences. This can include
universities, technical colleges and even schools. In the UK at least, many
schools fall under the guidance of the LEA (Local Education Authority), which
means you will have to talk to local government before being able to use the
facilities. Many senior schools, technical colleges and universities are self
funded, and you may just need to contact the institution directly. Where
possible try and find someone either in your group or that you know that can
help negotiate between you and the education establishment, as initial informal
negotiations may avail you of facilities without the need for bureaucracy.
Many cities also have existing conference facilities, such as hotels, theatres,
libraries, concert venues, and conference halls. In addition you may find church
halls, voluntary groups, training centres and large businesses may also have
facilities that are suitable. It is worth investigating all avenues, as you may
be surprised to find some are very sympathetic towards your ideals and
enthusiasm.
Some venues may be sympathetic to either open source or non-profit organisations
and offer the facilities for free or at a reduced cost, although unfortunately,
this is not always the case. Also consider the use of language in how you
present what you plan to do, as the idea of a "Conference" can mean different
things to different people. You may want to use the alternative description of
"Symposium", as it emphasises more of the collective discussion aspects rather
than a major corporate launch pad and series of lectures.
=head2 Researching A Venue
Before you submit your bid, you need to do a considerable amount of research
regarding each venue. Some areas of research are obvious, while others may not
be an immediate consideration, but can cause delays if you haven't understood
the implications. This venue information should then be included in your bid.
However, since you don't know if you are going to win the bid, you can't
actually book the venue yet, and as such some of the information may not be
available to you..
Research several venues, not just the first one that looks like a good deal.
There are several reasons for this, not least for a backup plan should anything
go wrong.
=over
=item * Room Size
YAPC::NA typically has around 400 attendees, while YAPC::Europe has about 200.
Consider how many people you expect to attend carefully, as the venue must be
able to accommodate them all comfortably. A YAPC traditionally has 1 main room
that can hold all the attendees, and at least 2 other rooms that are able to
hold 25%-50% of the attendees. If you plan to have more tracks, or have a
workshop/demo room, you will need to ensure that a reasonable number of people
can fit in.
=item * Layout
All the rooms should be close together. If you have 5 minutes between talks,
ensure there is time for attendees to move between the furthest rooms.
Ensure you have breakout areas. Not everyone attends the conference to listen to
lectures for the whole duration of the conference. Are there hallways, access to
indoor and/or outdoor seating areas, are there dedicated computer access rooms
or cafeterias that could suitably be used as quiet areas or meeting points?
=item * Disabled Access
Those with disabilities should still be able to attend your conference. Whether
they are physically disabled, hearing impaired or visually impaired, you should
consider what options you have to ensure that they can enjoy the conference
experience too. The venue may already have facilities for the hearing impaired
(induction loops, dedicated headsets), or have alternative access for anyone
wheelchair bound. Ensure you understand any limitations of the venue.
=item * Internet Connection & WiFi
WiFi internet access is pretty much a crucial requirement for YAPCs. Typically
over 75% of your attendees will have laptops, so you may as well ensure the
capacity of the network and routes can cope with all your attendees having
access at the same time.
While it may not be necessary for the venue to have internet connectivity, it is
worth considering what you need to do to ensure you can have internet access
during the conference. Some venues may already have a working WiFi network and
be happy for you to use it. However, others may not have any internet connection
and you may have to consider buying a broadband service and connecting up your
LAN and WLAN. An existing network, that you are allowed to use and the venue can
provide support for, may be more beneficial that trying to setup and administer
the network yourself.
=item * Location
Location is very important. If your best venue is in the middle of nowhere with
limited rail and road infrastructure, and minimal access to food stores, pubs
and restaurants, then you're likely to have a very unhappy group of attendees.
The venue need not be in the city centre, but providing there are easily
accessible train, tube and/or bus networks to accommodation, nightlife and
airports, it will make life easier for attendees getting to the venue.
Where can people go to eat and drink? If your venue is an educational
institution you may have a cafeteria available to you, but also remember that
there are likely to be some attendees that have special dietary requirements.
Are there food stores or other restaurants and take away outlets nearby that
provide a bigger choice? In Europe it is also customary to have a lunchtime
drink, are there suitable bars or pubs nearby, that attendees can walk to? Where
can everyone go in the evening? Are there suitable meeting places for the
majority of attendees?
Also consider the area around the venue. Remember that you are asking some
hardcore geeks to attend your conference, and most will be carrying large
amounts of high-tech gadgetry around with them. Would you feel comfortable
walking around the venue with a laptop, camera and mobile phone?
=item * Venue Cost
YAPC is a grass-roots conference and you should do everything you can to keep
costs low. This allows people like open source developers and students to attend
on a limited budget. Depending on how things go, the venue is likely to be your
highest cost item and it can exert significant pressure on your attempt to keep
the cost down.
There are basically three choices with regard to the cost of the venue:
=over
=item 1 Work all of our connections and get venues donated or offered for very
low cost because of our status as a not-for-profit.
=item 2 Book with standard conference venues and increase sponsorship levels to
support the venue.
=item 3 Book with standard conference venues and charge high attendance fees to
support the venue.
=back
So far, most YAPCs have been able to take advantage of option 1, some have
successfully managed to operate on option 2, while option 3 has yet to ever be
considered (hopefully it never will). Note that the conferences committee will
certainly take how you intend to cover costs into account when selecting the
host group each year.
Although you can't actually book the venue yet, when you are investigating
venues make sure you find out the following:
=over
=item * What is required to book the venue? Deposit, signatures, insurance, etc.
=item * How long before the event you can book?
=item * Is someone else looking at your dates?
=back
Once you win the bid, one of your first tasks is to book the venue and that
should be easy if you have the answers to the above.
Why is this so important? Several YAPCs have had venues booked based on verbal
commitments only to have things fall through because of misunderstandings. Get
as much information as possible to avoid this.
=back
=head2 Choosing A Venue
Once you have researched all the possible venues in your area, you and your
group will need to decide a selection criteria and rank each venue accordingly.
Combine your lists and pick your top choice, get all of the same information on
your second and even third choice as well. This will give you a backup plan if
the initial venue falls through. It's much easier to quickly proceed with your
second choice if you already have all of the information.
Several YAPCs have had the primary venue fall through, so please don't skip this
step. For example, Birmingham Perl Mongers for YAPC::Europe::2006 approached
over 40 venues around the city, where the educational venues were more expensive
than regular conference halls. The short list included a church, local
government offices, the central library and a concert hall. The concert hall
won. However, that was after contract negotiations fell through with a major
university and a city centre hotel. Some things always go wrong, even if you
think you have secured a venue.
After you have a list of potential sites and have gotten enough detail about
each of them, ask yourself some questions to narrow it down:
=over
=item * Would I choose this if I were on the selection committee?
=item * Would I personally want to go there?
=item * Which would be easiest for me to work as coordinator?
=back
Sometimes there are only one or two venues that stand out, but if you have more
than that, consider yourself extremely fortunate, as you now have several backup
plans.
=head1 Selecting Dates
The dates for your conference should be considered carefully. You should also
discuss dates with your primary (and secondary) choice of venue to ensure that
they have those dates available to you.
Dates are not just important for booking the venue, but also for getting your
attendees to come to your conference. Do you have special world famous events
taking place before or after your conference? Are hotel and flight costs going
to reflect that? For example, flying to or via a country hosting the World Cup
can increase flight costs alone by 4 or 5 times.
However, local celebrations may also be a good reason to persuade attendees to
bring partners and/or extend their stay to take in more of your city. Munich
hosted YAPC::Europe::2002 the week before Oktoberfest, while Paris hosted
YAPC::Europe::2003 prior to the weekend when the Tour de France came through the
streets of Paris,and Toronto hosted their YAPC::NA::2005 during a month long
celebration with firework displays.
Also note that some YAPCs, YAPC::NA specifically, has been held in the last
two weeks of June long enough that people plan around it even before the dates
are announced. Think carefully before you change since you are likely to
disrupt potential attendees.
=head1 Preparing Your Bid
At its core, hosting a YAPC is providing a location for members of the Perl
community to get together. Although YAPCs have grown to include many other
features, this is still the main goal.
In order for you to successfully bid to host a YAPC, you need to consider
several key criteria:
=over
=item * Your venue choice
=item * Your location
=item * Your organising team
=item * Accommodation
=item * Transport
=item * Budget
=back
Many bid submissions are now online, so either search the TPF or YEF sites for
specific YAPC examples or search the web for others. They will help you to think
about things to include.
=head2 The Venue
Include your findings about the venue and give reasons why you think it is
an appropriate choice.
=head2 Location
Highlight where the venue is in relation to the accommodation, city centre and
transport links.
=head2 The Organizing Team
You can't do this alone. While one day workshops might be possible for one
person to handle, organizing a conference is very time consuming and spreading
the load enables the team to function better together and gets the job a lot
quicker. If anyone in your team has a special area of expertise or contact, it's
always worth noting this. Highlight your strengths. If you've organised other
conferences or workshops, let the committee know.
=head2 Accommodation
Everyone needs somewhere to stay. While you may be able to get to the venue from
your normal place of residence, it's unlikely you are willing to have several
hundred geeks living with you for a week. You'll see enough of them at the
conference ;)
A primary conference hotel and a less expensive dorm-style option should be
recommended. Some venues include accommodation in the package, but for a variety
of reasons, not all attendees may want to stay in the same place. Some attendees
will find their own accommodation, regardless of any recommendations you make,
but you should at the very least look to try and provide accommodation at a
reasonable cost for both professionals and self-funding individuals. The latter
make up a notable part of your attendance and their living costs while they're
at the conference shouldn't be inhibiting.
Try and negotiate a deal with a hotel on price, both for a single person and for
two people (twin or double). Tell the hotel how many people you expect to be
staying there, as this can give you significant bargaining power. If possible
ask them to hold rooms for your attendees. This then ensures that any special
rate you have negotiated can be applied to those rooms for the duration of the
stay, as prices can differ over a weekend to weekday stay during the course of
the year. Include breakfast if possible.
If you are organising a deal with a hotel, it may be worth trying to include
wireless or wired internet into the deal. Most hotels have a broadband internet
connection, and while some do provide this free, others can charge high rates.
If the price is right many attendees will be happy to pay a flat rate for the
week, but a high per day charge is likely to reduce the hotel's potential
revenue as attendees create their own WLAN between rooms. Many attendees will
want to have internet access as they either have work commitments they also need
to address while they are at the conference, or simply want to surf, hack and
write emails in their rooms, so ensure you choose accommodation that can provide
this.
You primary choice of accommodation should also provide somewhere for people to
hang out. Many hotels have large foyer and bar areas, where people can gather in
the evening to chat and hack the night away. Preferably there should be a bar
that opens late, but at the very least there should be access to refreshments so
attendees can congregate and socialise.
The hotel doesn't need to be right next to the venue, but if you recommend one
that's where most people will go. If the hotel isn't immediately adjacent to the
venue, you will need to work out all the directions and map details, so that
people can easily get from the hotel to the venue and back.
Dorms or dorm-style housing may also be available, if you are hosting the
conference at a university. However, most student accommodation, while cheap, is
also very basic and may not be able to provide suitable facilities for people to
"hang out" in the evening. Certainly take advantage if it is available, as
several attendees travelling on a low budget will thank you afterwards.
=head2 Transport Links
How are you expecting the attendees to get to you and depart? Do you have an
international airport within easy reach of the city? If not, are there adequate
road or rail transport links from the airport to the city? Many attendees will
be travelling from abroad, and making them travel long distances to get to you
may discourage them from attending.
Road (buses & taxis) and rail links should be suitable to enable attendees to
both reach their accommodation and the venue. Highlight all the major transport
hubs in the area, so attendees can plan cheaper travel options if they wish. For
example, London to Birmingham can be via train or coach, with the train taking
90 minutes and costs £20-£40, while a coach takes 2-3 hours and costs £8-£15.
=head2 Your Budget
Your budget is crucial. How much do you except your conference will cost? How
much sponsorship do you anticipate? How much do you expect to charge attendees?
How many paying attendees are you expecting? How many speakers are you expecting
to attend and how many will you be paying for (travel and accommodation costs)?
Without an idea of your budget expectations, you have no idea how you are going
to pay for the conference. Your costs may be vastly different from other
conferences, and simply scaling sponsorship and attendance fees may not be
appropriate. Understand exactly what you are planning to pay for, and get some
idea of costs. While these figures may not be accurate, you should try and get
estimates for all your big essential items, then plan at least for it all to
cost 10% more.
=head2 Local Attractions
It's always worth listing a few reasons why people might want to come to your
city, even if there wasn't a conference. Attendees typically stay a few extra
days, either before or after the conference, and enjoy some sightseeing. Are
there famous places nearby they can visit? Does your city have well known places
to visit, that attendees might want to see. Are there any interesting facts
about your city that might interest your attendees. Toronto had all the Rush
(the band) haunts to visit, both Toronto and Buffalo had Niagara Falls close by,
Birmingham had many JRR Tolkien places of interest such as Perrott's Folly and
Stratford-upon-Avon was a short hop by train, Chicago has The Sears Tower and
Paris ... well Paris is Paris :)
Check out some local history, there's always something hidden away that might be
a fun fact to help promote you.
Note that this is a great item to have other team members work
on since you really can't have too many helpers here.
=head1 Submitting Your Bid
The appropriate committees usually announce the method for which you should
submit bids, but online documents are usually the most appropriate. Whether
plain text, PDF, wiki or website, you should ensure you get all your relevant
points across. The members of the committee may have questions for you, so
ensure you include who should be contacted for further questions. If you have a
group helping with the organization, set up a mailing list (see note below) so
that all the group members can respond. Having one point of contact can be a
bottleneck if that person falls ill or is on holiday.
While you may have grand ideas to submit your bid in an unusual form, always
ensure you have some form of document to accompany it. Birmingham.pm submitted a
movie as part of their 2006 bid, "The Birmingham Job", which introduced the
organization team and helped to show parts of the city, however a wiki and text
document were submitted as the serious side of their bid.
=head2 Conference Timeline (Part 1) - The Bid
Below are the main events in the conference bid life-cycle. Refer to this as you
prepare your bid to make sure you are on track and haven't missed anything.
Refer to the remaining documentation for details on each step.
You need to time the end date for any presentations and announcements you may
need to make.
=over
=item * Start preparing your bid
This can be anything from 4-6 months to 2-3 years before you submit your bid.
The important thing is to give yourself enough time to do some research. And
recruit members to your team.
=item * Call for Venue
TPF and YEF put out a call for venue, with details of what potential bidders
need to do to submit their bids.
=item * Submit your bid
The call for venue will include a submission deadline, ensure you get your bid
submitted in plenty of time, preferable a week or so before hand.
For YAPC::NA, TPF members will even preview your bid and give you feedback at
YAPC::NA so you can take your bid back and fix things before the bid deadline.
=item * Bid Deadline
Following the deadline, expect to be asked questions by the relevant committee.
If there is anything confusing or not enough detail is provided, committee
members may want to discuss with you further aspects of your bid submission. If
you are bidding against others, then they may have noted things that you have
missed and vice versa. Don't worry too much about this, as usually committee
members will follow up with you anything that is appropriate, as they want to be
able to judge the bids on equal merit.
=item * Winning the bid
The committee will vote on their choices for the next host and announce the
winner privately. This then gives the host the opportunity to prepare their own
announcement, following the official announcement.
=item * Bid announcement
The first official announcement normally comes from the TPF or YEF committees.
For YAPC::Europe the official announcement is made at the end of the current
year's conference. With the future host able to make a short presentation to the
attendees to prepare them for the following year.
=back
Once you've won the bid, then the fun begins.
=head1 Organizing the Conference
To organise the conference there are some key priorities you'll need to get to
work on and ensure they happen:
=over
=item * The Venue
=item * Attendee Accommodation
=item * Sponsorship
=item * Promotion
=item * Speakers
=item * Attendees
=item * Insurance
=back
That's it. The rest is really gravy -- quite a bit of important gravy -- but
just gravy. When you are planning a YAPC, keep this list in mind. These are your
"big rocks" and if you are spending a ton of time on something and one of these
are not done, you need to reconsider your priorities. On the flip side, if you
have all of these in place, don't stress too much if something else falls
through.
=head2 Conference Timeline (Part 2) - The Preparations
Below are the main events in the conference preparation life-cycle. As before,
refer to this as you prepare for the conference to make sure you are on track
and haven't missed anything.
=over
=item * Book the venue
Ideally you should book your venue as soon as you have won your bid. You should
have some form of contract at least 6 months prior to the start of the
conference.
=item * Set dates for the conference
Once you have booked your venue, although preferably once you have a signed
contract in your hand, you can announce your dates. The sooner you can announce
dates the better. If you haven't announced your dates 6 months before the
conference begins or at the beginning of the calendar year (whichever is
sooner), then you should ensure you announce a delay and advertise a date when
you will announce them.
Everyone attending your conference needs to either book holiday or training
time. The earlier they know when the conference is, the easier it is for them to
plan their other activities around you.
=item * Approach sponsors
You can approach sponsors as soon as you've won the bid, but you are likely to
get a better response if you are able to show that you have a venue and dates
already scheduled. Provide a sponsorship pack, so that prospective sponsors
understand what they are sponsoring. Some low-key sponsors are happy to sponsor
open source conferences as a way of saying thank you to the community for
providing the software they use. Major corporations and large businesses,
however, typically have a marketing team that deal with sponsorship, who may not
know anything about open source, or the fact that they use it as a major part of
their business.
Sponsors can sign up within days of you initially asking them, right up until a
few days before the conference. Be prepare to respond quickly to any requests
for further information. Have invoices prepared, so that you can supply accounts
departments with them promptly. Many large businesses work on a 30-day lead time
between receiving an invoice and paying it. The earlier they start processing,
the sooner you have funds to pay deposits with.
=item * Book keynote speakers
Approach a few keynote speakers who you would like to invite. Based on your
budget, let them know whether you would be able to fund all or part of their
travel and accommodation costs. If they or their company is able to fund them,
this will give you more flexibility for funding for the other speakers you have
invited.
Always ask keynote speakers to confirm their attendance, as you may want this to
advertise to sponsors.
=item * Announce Call for Papers
The call for papers should be announced 4-6 months before the conference. This
then gives speakers time to prepare themselves for what talks they will submit.
=item * Announce Call for Registration
Many attendees will be attending the conference regardless of who will be
speaking. The YAPC events have now been running for several years and many
speakers and attendees will simply be attending to meet with collaborators on
various projects. Registration should open at least 2-4 months before the start
of the conference.
There are two benefits to opening registration early. The first is monetary and
allows you to have additional funding on hand to balance your budget. Secondly,
it gives you a rough estimate of the numbers you can expect. While attendance
numbers won't increase linearly over time, you can get a rough idea of whether
your anticipated capacity is going to be met.
=item * Deadline for Papers
Deadline for papers should be 2-3 months before the conference, and at least 1-2
months after the initial call for papers. It is always worth having a soft and
hard deadline (1-2 weeks apart), in case anything goes wrong. Only announce the
hard deadline if you need to, it's a backup plan.
Give yourself at least 2 weeks between the deadline and publishing the first
schedule to decide what talks you will accept, reject or hold in reserve, then
inform the speakers and get confirmation. Don't publish speakers in your
schedule who haven't confirmed, as you may find they have submitted talks and
then forgotten about the conference and planned something else instead. Yes that
happens!
If you're asking a speaker to present multiple talks, ensure they are happy with
this and provide the option to space talks out over the whole conference.
Presenting talks is very tiring, and long talks or tutorials take a lot of
preparation.
=item * Publish a Schedule
The sooner you publish your first schedule, the sooner those attendees who have
yet to decide whether it's worth attending for the talks, can see whether the
talks you will be hosting appeal to them. It also gives a first heads up to
everyone publicly as to who will be attending that they may know or would like
to meet.
Plan to publish your first draft at least 2 months before the start of the
conference.
=item * Deadline for Conference Pack
The conference pack typically consists of the proceedings, a writing implement,
a writing pad, tshirt, badge and bag. All these and more are up for sponsorship.
Many sponsors are more than happy to provide pens, pads and other goodies to put
in your conference pack. However, remember to accurately inform the sponsors of
how many attendees (plus a margin for late entry) you expect and the date they
need to send you their swag.
This deadline needs to be a suitable time before the conference to give you and
your team time to pack everything into the bags. At the same time, you'll be getting
a large number of boxes delivered and you may not want them taking up space for too long.
A suggested timeline would be
1-2 weeks before the start of the conference.
=item * Deadline for Auction items
The auction (see below) comprises of items donated by attendees and sponsors.
Many publishers will be willing to provide books and other sponsors may wish to
donate items. It is important that you know about these early. Preferably
arrange to have these delivered well in advance of the auction. If you're happy
having the deadline the day before the conference or the auction, then be
prepared that some items will arrive days or weeks later.
You should consider a deadline of about 1 week before the beginning of the
conference.
=item * Close Registration
Close registration before the conference. If you are dealing with credit card
payments, you may be able to close a few days before, but bank transfers should
close at least 1 week before the beginning of the conference. You will need to
prepare an attendee list, to aid you in pre-registration, so give yourself 3-4
days to prepare this.
When you actually close registration depends on the venue. If you hit your attendee
limit, you may need to close early. If you have extra space, you may be able
to accept walk-ups when the conference is running. At a univeristy venue, for example,
some folks on campus may stumble on the conference by accident and want to attend.
=back
=head2 Conference Planning Team and Responsibilities
=over
=item * The Primary Organizer
This document uses the familiar 'you' in many cases when referring to tasks.
However, if you are the primary organizer, this really means you and your team.
Pulling off a YAPC really requires that you have a team of dedicated people
helping you.
If you don't have a team of helpers, you really need to get one. Ask the members
of your local Perl Mongers group if they can get involved. You may also find
others further afield may be willing to help if you advertise. As the event
approaches, your goal is to have no tasks assigned to you (or very few). That
way, you can jump in and help with whatever needs attention without abandoning
something. You need to be the project manager, directing the tasks and reviewing
the work, rather than have that has a high demand on your attention. Just
coordinating things will take up plenty of your time.
YAPC in Buffalo had 4 coordinators in the main group working throughout the
planning process and about 20+ volunteers during the conference. In Toronto,
nearly all of the Toronto.pm members helped with planning and execution, and
this was between 15 and 20 people. Remember, many hands make light work (as long
as you are coordinating and the hands know what to do).
Above all, don't be a martyr. This event should be fun for you, your team, and
everyone else involved.
Of the other responsibilities many duties can be, and often are, carried out by
one person. However, all roles should find a home, as you need someone to take
responsibility for them, even if it's to act as a go between.
=item * Website Administrator
You should have an official site. This is where you announce the major
activities leading up to and during the conference. It'll be where sponsors and
users will initially look for specific information about your organisation and
the conference. You should consider a content management system, and enable your
team to add, edit and publish content. Doing it all on your own is time
consuming.
Create a wiki for the attendees. Your attendees will want to contribute to your
conference, so give them that ability. There are some basic pages you can
include to get people started, but largely the content is driven by the users
themselves. Be conscious of wiki spam. Birmingham.pm used a modified version of
UseModWiki, which enabled them to lock pages and only allow login users to edit
pages.
=item * Speaker Liaison
Someone from your team needs to handle all the email communication between
yourselves and speakers. Many speakers will want hand holding to give you the
right information, while others are old hands and will provide everything you
need in the first email. Once you decide a schedule, you'll need to ensure that
speakers are happy to speak and are still planning to attend.
Avoid using the same person in your team to act as speaker liaison AND sponsor
liaison or publicity officer.
=item * Sponsor Liaison
After initial contact with sponsors, you will need someone to look after all
their requirements. Even though you may not have many sponsors, they will be
demanding of your time. Keep sponsors up to date of progress every so often, so
they know you haven't forgotten them. Take the opportunity to remind them of
important dates (especially parcel delivery deadlines) in good time (at least a
week), so that if they have forgotten, they have a chance to follow up
straight-away.
Avoid using the same person in your team to act as sponsor liaison AND speaker
liaison or publicity officer.
=item * Venue Liaison
At least one person should be a point of contact with the venue. Over time this
may end up being more than one person, as specific responsibilities may require
them to contact the venue for specific information. However, you should have a
primary contact who deals with the contract negotiation.
=item * Accommodation Liaison
Once you have a designated primary conference hotel, like the venue liaison,
someone will need to be a point of contact for negotiating deals. While the
whole team needs to agree deals, having one person contact hotels and initiate
conversations ensures you have a consistent presence.
=item * Publicity Officer
This should either be someone well known within your team in the Perl community,
or someone who is good with public relations. This means the focus from the
outside world is on one person to ask questions of, while the other members of
the team are busy with other tasks. This is not to say that the other members of
the team shouldn't help out, but having one person who distributes all the press
releases and promotes them in a printed and online form, helps to keep
continuity.
Avoid using the same person in your team to act as publicity officer AND speaker
or sponsor liaison.
=item * Network Administrator
You need internet access at the venue. If you don't you aren't likely to get a
good response from the speakers or the attendees. This person could double up as
venue liaison, as much of the discussion and site visits will be around
arranging network access.
=back
=head2 Planning
=over
=item * Meetings
Arrange regular face to face planning meetings. Most of your crew should be
local, so that you can assign tasks that require leg work around the venue and
local area. Aim to have at least monthly meetings, with regular catch ups on
IRC, mailing lists, telephone or other communication mediums. It is VERY
important to have these meetings and follow up sessions, so that everyone knows
the current status of the project. If anyone has been assigned a task and hasn't
had time to deal with it, you'll need to know and reassign if necessary. You
will have to reassign occasionally, as personal life issues will take precedent.
Create an agenda ahead of the planning meetings and mail to all those involved,
together with the outstanding task list, at least a few days before hand to give
everyone a chance to follow up anything they have forgotten. You will need to
remind people, as not everyone will be as passionate about this conference
organisation as you.
=item * Venue
As soon as you have won the bid to host your conference, you need to start
negotiating contracts with the venue. Confirm dates and provide a booking
deposit if you can to secure the venue on the dates you require. Some venues may
be happy to hold the dates for you and wait for you to pay the deposit some 4-6
months before the conference, which may give you enough time to get initial
funding from early sponsors. If this is not possible you may need to look for
some sponsorship ahead of time to ensure you can cover this and any other
deposits.
TPF can help with some deposits and up-front costs. Contact the TPF Conferences
Chair for details.
=item * Accommodation
If you are planning to negotiate a deal with one or two hotels, start early.
Give them your conference dates and some idea of numbers (they don't have to be
accurate). With this you usually have some bargaining power to get reasonable
deals. Do not under any circumstances guarantee room sales, and make this clear
to hotels if necessary. Try and include breakfast and internet connectivity in
the room price, or at least try and secure a package deal where possible.
If you are planning a conference during a hotel's quiet period, they are more
likely to provide reasonable discounts. Research the hotel's room costs by phone
and online before negotiating any deals, so you know whether you are getting a
reasonable discount. If the deal isn't suitable and you can hint that 100-200
room reservations could go to a competing hotel, they may reconsider. The
important piece here is research. The hotel is a business and won't offer any
deals unless you are able to provide them with reasons why they should.
=item * Mailing Lists
You should consider setting up at least two mailing lists.
The first should be purely for the organization team, which is a completely
closed list, where you can discuss ideas privately away from both the attending
public and even your own Perl Monger user group. The latter is important as you
should be aware that any matters you discuss, particularly around budget, should
not be disclosed. It can create unnecessary headaches trying to justify your
actions, while still trying to talk to sponsors and suppliers.
The second should be a publicly postable list, which all the organisation team
are subscribed to, and can be used as a first point of call for anyone wanting
to contact you. While you may be quite happy to only have one list, this second
list can be quite popular and it helps to separate general enquires from ongoing
discussion threads. Plus it helps when people know one member of the
organisation team very well, and for whatever reason they are not able to
respond.
You may also wish to have further mailing addresses, such as for submitting
talks, but this is entirely up to you.
YAPC::NA has a yapc list that is used each year. The nice thing about re-using
this list is you have access to the previous year's attendees to advertise to.
=item * Websites
You will need at least a main website to promote the conference. In addition you
should have a wiki for attendees to add their own content and build upon the
official promotion. You may wish to combine the two, but it is often easier to
maintain two separate systems.
The main website must promote the sponsors as they get on board. This should be
part of your sponsorship deal anyway, but it does help to increase interest
among the community and can help raise the conference profile in search engine
rankings.
TPF is working on providing a hosted solution for YAPC websites, so that is one
option.
=item * Promotion
So how do you promote a YAPC conference? Well there are some specific places
online that you can approach.
=over
=item * YAS/YEF conference websites
=item * use.perl & Perl Monks news postings
=item * YAS/YEF conference mailing lists
=item * PM Group and local Perl group mailing lists
=item * local and national Linux/Open Source group mailing lists
=item * Your website
=item * national IT/Open Source printed media
=item * many other places you might be able to think of...
=back
However, first you need to think about what you need to say. The promotion is
both a means to provide details to the potential attendees, speakers and
sponsors about how you are progressing with the organisation. Search for past
press releases from previous conference organisers to get an idea of the kind of
things to include. Obviously there will be much more general information to
begin with, and very specific items closer to the actual event.
Also give advance notice of deadlines closing. Preferably a week before and
often a day before never hurts to remind people.
Keep the information flow going. NEVER assume that just because you're really
busy organising the event, everyone else will know that. If you don't get
regular communication going, people will start to wonder whether something has
gone wrong. Even if you can only announce that you can't announce anything yet,
that will be enough to let everyone know that you are still doing something :)
Try and plan your announcements in advance. Set some dates, alongside your key
dates, for when you want to post an announcement or newsletter, then give
yourself time to prepare and proof read it. Make sure any dates/times and email
addresses you mention are correct.
=item * Speakers
These are the people who will give the presentations that the attendees want to
see. Before putting out a call for papers consider what types of talks you want.
Most YAPCs have a theme, that they then encourage speakers to submit related
talks. There maybe several topics that you can already assume you will get
submissions for, such as Perl6 and databases. Also think about who you would
like to speak.
Depending on your budget, you may want to approach some well-known speakers in
the Perl community, as this will help to drive attendance. Many speakers may
well be happy to cover their own costs, or get their company to cover them. If
they are self-funded, they may be willing to provide training options before or
after the conference for a sponsor.
=item * Attendees
These are the people who will attend the conference. To get them to come, you
need all of the above in place and you need to communicate it so the attendees
know all the details.
=back
=head2 Budgets and Money
Your budget needs to reflect all your expected incomes and out goings. If you
have a group member who is good with figures or perhaps has a partner who is an
accountant, use them to help create a budget you can work with.
=head3 Sponsorship
This is a tricky part of organising a conference. Who do you contact? Both the
TPF and YEF Conference Committees are compiling sponsorship contact lists, which
can be used to help target known sympathetic organisations and businesses who
have either sponsored a conference previously, or have intimated that they would
be interested in future sponsorship.
Corporate sponsorship is used to lower the cost of participation and
raise the quality of the services offered, in return for good will,
recognition, and the ability to help create the atmosphere where
conversations can flourish, and keep the endeavour vital.
Once you have a rapport with your sponsors, keep it going. Give them regular
feedback of how things are progressing with their sponsorship, remind them of
any key dates for sending you materials when deadlines are approaching, giving
them time to contact the appropriate department and people should they need to.
See also YAPC::Sponsors for further details on this.
=head3 Registration Fees
Another source of income is the registration fee. Ideally you want this fee to
cover the per-person costs as much as possible, so the attendee is paying their
way for your attendee-imposed expenses. So one way to come up with a fee is to
add up your costs on a per-attendee basis. Bear in mind any exemptions (see
below) in your calculations.
Up to and including the 2005 conference, both YAPC::NA ($85) and YAPC::Europe
(99 Euros/£65) had managed to keep registration fees low. In 2006 Chicago
introduced an early bird scheme ($85/$100), while Birmingham offered a two
tiered scheme (£100/£75). The early bird incentive can encourage a number of
self-funding individuals to register early and provide early funds, while late
deciders then have to pay the higher rate. With the two tier scheme the standard
rate was aimed at those individuals who were being paid to attend by their
companies, and the individual rate for those who were self funded. By not having
an early bird incentive this meant registration was much more consistent
throughout the registration period.
The goal is to try and keep price as low as possible, as you don't want the
registration fee to be a barrier to someone attending. The low fee also opens
the door to students and other non-corporate types who want to get a taste of
what Perl is all about. As a further alternative you may want to introduce a
Student Rate, which allows students to register for a very low fee, on the
understanding that they must provide proof of their student status when they