How To Plan A Code4LibCon

• Apply to be a host; see also the page on Conference Hosting at code4lib.org
  • Identify venues for both the conference and the hotel (if different). Get some cost estimates from each. Make sure the hotel will give you a room block.
    • 2006/Corvallis: the campus provided the conference space at a low cost, and this made running the conference much more affordable.
    • 2016/Portland: we held everything in a single hotel and we had to acquire 2x the amount of sponsorship than what appears to be normal.
  • Prepare a sample / generalized budget
    • Remember, your institution is taking the risk of covering any costs not covered by registrations and sponsorships. To this point, I believe the conference has always ended up in the black, but there is always a chance it won't in a given year. Drafting a rough budget before submitting a proposal is critical.
    • Get data from previous years to estimate minimums and maximums, and fill in as much as you can ahead of time.
    • Speaking of sponsorship, I believe we average around 20k per year in sponsorships to help run the conference and keep the registration low. Factor this into your budget.
    • Also, when you get cost estimates, don't forget to include food costs.
    • Wireless: If you are proposing to host the conference on a campus, check with your IT folks about any additional costs. If you are looking at a hotel or other venue, make sure you talk to them about bandwidth and costs.
  • Consider using a conference planner
    • See if your institution has a conference planning services group or something similar - if it does, then I highly recommend using them. They'll handle registration, budgeting, contracts, etc, and really make life easy.
    • Also consider using conference planning services from other entities. In 2013, Chicago used DLF services to handle registration. In 2014, NC used CONCENTRA services for all contract negotiation, fiscal activities, registration, and other conference planning and management services.
• Get approved by the community
• Find a hotel, negotiate and sign a contract with them. Sample RFI
• Invite the community to join committees
• Have a timeline
• Useful information from 2012

• Past calls for host sites: 2010 -
• Code4Lib listserv
• Code4LibCon listserv
• Sponsorship info (public)
• Logos
• Template for the conference page on the main Code4Lib website - This page is only visible to those who have a code4lib.org account. Once a host has been selected, please copy the template to a new page for that conference year.
• Code4Lib Conference Lessons Learned

• Code4LibCon-hostsite listserv
• Budgets from previous years
• Sponsorship info (private)

• Local Planning Committee
• Accessibility Committee
• Book Giveaway Committee
• Childcare
• Documentation
• Keynote
• Onsite Volunteer
• Pre-conference
• Program Committee
• Gender Diversity & Minority Scholarship Committee
• Slack/IRC
• Social Activities
• Sponsorship Committee
• Streaming Video
• T-Shirt Committee
• Voting
• Whatever
• Wifi/Electrical
• Duty Officers

Budgeting

• Conference_Financial_History_At_A_Glance
• private conlist has budget info

Hotels

• You will likely have to convince the conference hotel of the conference size and past room uptake as part of negotiating your contract. They may want to contact past conference hotels to get more info about actual uptake.
• 2014 -- Raleigh Downtown Sheraton
• IMHO, the two things that really need to be addressed each year are connectivity and food - everything else generally manages itself in terms of facilities.
• Regarding conference hotel, you'll want to make sure that there are blocks of rooms available - not usually too bad an issue in larger towns, but in some college or smaller towns, hotel rooms may be limited.
• prepare the hotel for deluge via web when announcement is made about hotel registration available. We overwhelmed the Seattle hotel in 2012

TODO: get actual room uptake numbers into a chart here. (NB totals are only useful in the context of how many attendees there were.)

Wireless

• make sure VPN is allowed

TODO: put actual concurrent connections and bandwidth usage data numbers in a chart here. Note when problems were occurring to give context on whether these numbers were sufficient of insufficient.

Aspiration Tech (an org doing unconference facilitation) has developed a great list for assessing and negotiating event wifi.

Policies

A record of Conference_Policies of all kinds!

Keynotes

1. Contact speakers in advance to get a speaker bio, plus to ask if they need anything, arrange airport pickup, etc

Email Boilerplates / templates

• Quick orientation email for newer folks - Send out at least a week in advance before conference...
• Freenode IRC connection
  • Historically, conference attendees have had trouble maintaining persistent connections to the #code4lib IRC channel. We'd always assumed we were overwhelming the conference facility's Internet connection, but we were actually running into Freenode's IP-based connection limits. Freenode is supportive of the IRC-as-backchannel model, however, and they're happy to work with organizers to raise the connection limit.
  • Contact the conference facility in advance and see if you can find out what your public IP address range will be during the conference. (If it starts with 10.*, 192.168.*, or 172.16.*, ask again -- those are "private" IP ranges used for connection sharing.)
  • Once you have the IP address or range, send an email to ilines@freenode.net containing a request to raise the connection limit. Include conference info, IP range(s), and the expected number of connections. For example:
  • I received an automated reply with a ticket number almost instantly, but didn't hear back after that. I sent a quick followup early on the morning of the 22nd, and received a response (from a human) letting me know that it had been taken care of. (Follow-up, one year later: Same experience. Immediate automated reply, but with a need to follow up with Freenode staff in the #freenode channel to get the ticket resolved.)
  • Additional support is available from the helpful volunteer Freenode staff in the #freenode channel.

Keynotes

1. Water at the podium
2. Speaker gifts
3. Dinner plans

Timers

• Sit in the front of the room
• Have several people
• You may want to use an extra machine
• Here's what some of the software looks like: http://www.flickr.com/photos/schwartzray/4393891356/ (ask Ed Corrado for details)
• Dan Chudnov says the best free timer app for OSX is http://www.apimac.com/timer/

Lightning Talks

• Everybody lines up ahead of time (image: http://www.flickr.com/photos/schwartzray/4393881044/ )

PreConf

1. make sure projector avail for each session
2. whiteboards or reasonable facsimile thereof
3. everyone wants a power outlet

Conference

1. power - everyone would like to plug in their laptop (and possibly their phone)
2. IRC Monitor for podium during speaker changes?

Photography

• Consider different colored lanyards to articulate personal photography preferences.
  • Portland/2015 had color-coded lanyards:
    • Green = it's ok to take my picture
    • Yellow = please ask before taking my picture
    • Red = don't take my picture

Video

1. Videos are streamed at https://youtube.com/code4lib
2. Presenters can opt out of having their likeness streamed. They may not opt out of having their voice and presentation (i.e. slides, etc.) recorded and streamed.

Live Blogging

Consider doing live blogging for 2014. You will have two people so they can switch off during each section of day.

Ask Anything

• Add to volunteer page to have a moderator or do a general call out
• Need mics for people to line up at (image: http://www.flickr.com/photos/schwartzray/4393838640/ )

Book Raffle

• (image: http://www.flickr.com/photos/schwartzray/4393619144/ with people for context: http://www.flickr.com/photos/schwartzray/4393623802/ and http://www.flickr.com/photos/schwartzray/4384550127/ ), better if there's a table

Flipcharts

Flipcharts can be useful, but it's important to decide what to put on the wiki/website and what to put on a flipchart: images: http://www.flickr.com/photos/schwartzray/4392998501/ http://www.flickr.com/photos/47860563@N05/4388430079/

Hospitality Suite

1. having a few people with room keys, any of whom might need to be available to open up or close down the room at the beginning or end of the evening
2. making sure the mess left for cleaning staff is an appropriate mess
3. making sure the noise made near other hotel guests is an appropriate noise
4. having someone act as a point person to gather a gratuity for the housekeeping staff maintaining the suite

• See C4L2010planning for an example
• See Code4Lib 2014 planning schedule planning schedule] for example, including dates for responsibilities for each volunteer committee. Note that we established schedule at the outset by counting weeks backwards from the desired conference dates.
• Ideal to have program set before registration, including pre-conf
  • also allows clarity for how many spots are avail for non-presenters

Calls for Hosting

No one has claimed responsibility for putting out the call and setting the deadline. Consider having this task as the host committee, the voting committee, or perhaps the whatever committee.

How To Organize a Conference - Some excellent thoughts on conferences in general.